Keith B.

Keith B. is a Junior Accountant at Phoenix Capital Group, where Keith started in July 2023. Prior to this role, Keith worked at Actuarial Management Corporation ("AMCO") from April 2015 to April 2023, where Keith held various positions including Operations and Finance Manager and Associate in Client Services. Keith B. graduated from the University of California, Irvine with a Bachelor's Degree in Business Economics in 2015. Keith has extensive experience maintaining client relationships, delivering financial plans, and providing strategic recommendations to surpass financial goals.