Keel Point
Courtney Green is a Senior Investment Operations Manager at Keel Point, with prior roles including Senior Investment Operations Analyst and Investment Operations Analyst. Throughout experience in the education sector, Courtney served as a Native English Teacher in South Korea for both the Gyeonsangnamdo Office of Education and the English Program in Korea, focusing on third through sixth graders. Previous industry experience includes working as an Actuarial Assistant at Unum, where responsibilities encompassed Group Pension and Life valuation processes and underwriting pricing requests. Courtney holds a Master of Science in Applied Statistics and a Bachelor of Science in Finance, Economics, and Actuarial Science from The University of Alabama, where involvement in academic and professional organizations, including serving as President of the Alabama Insurance Society, was notable.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.