Investment Counselor@ Fisher Investments
Dallas, Texas, United States
Keefer Boyd Jr.
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Tell me more about Keefer Boyd Jr.?
FlashIntel GPTKeefer Boyd Jr. is an experienced finance professional with 9.7 years of work experience. Based in the United States, he has a background in insurance, banking, capital markets, and portfolio management. Keefer is skilled in sales, relationship management, client retention, and trading. He is a continuous seeker of knowledge and a focus on behavioral investing. Keefer has worked at Fisher Investments as an Investment Counselor and at J.P. Morgan as a Client Data Analyst. He also has experience as an Investment Professional and Relationship Banker.
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About
Experienced finance professional with a background in insurance, banking, capital markets, and portfolio management. Skilled in areas such as sales, relationship management, client retention, and trading. Continuous seeker of knowledge, with a focus on behavioral investing.
Work Experience
Investment Counselor
Financial Services
Keefer Boyd Jr.'s Professional Milestones
- Investment Counselor (2022-01-01~): Developed strategic investment plans to maximize returns and drive investment growth.
- Client Data Analyst (2021-02-01~2022-01-01): Analyzing client data to make informed strategic decision-making for enhanced client satisfaction.
Certification
Colleagues
Adrian Schnuck
Product Owner | Fisher Investments | Portfolio Management Group
Josh Whitbeck - CSPO
business analyst product owner at fisher investments
Dylan Marks
product owner | mba
Vincent Nava, MBA, CSPO
PMG Product Owner
Jonathan Thomas
product owner at fisher investments
Other Named Keefer Boyd Jr.
Frequently asked questions
We found 1 Keefer Boyd Jr.'s phone numbers
Keefer Boyd Jr.'s social media include: Linkedin,
Keefer Boyd Jr. works for Fisher Investments
Keefer Boyd Jr.'s role in Fisher Investments is Investment Counselor
Keefer Boyd Jr. works in the industry of Financial Services
Keefer Boyd Jr.'s colleagues are Adrian Schnuck,Josh Whitbeck - CSPO,Dylan Marks
Keefer Boyd Jr.'s latest job experience is Investment Counselor at Fisher Investments
