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Cfs Kyle Keppen Cltc
Cfs Kyle Keppen Cltc
Regional Vice President | WealthVest
Columbus, Ohio, United States
Cfs Kyle Keppen Cltc
Summary
Kyle Keppen is a seasoned financial professional with over 15 years of experience in the industry, currently serving as the Regional Vice President at WealthVest, where he focuses on distributing products exclusively for MassMutual. His expertise spans a wide range of areas including annuity strategies, estate planning, and retirement income strategies. Kyle is passionate about enhancing client outcomes by asking the right questions and providing tailored solutions. He has a strong background in both sales and client services, having worked with notable firms such as Jackson National Life and Fidelity Investments. Kyle holds a BBA in Finance and International Business from the University of Cincinnati. His extensive experience in various roles has equipped him with the skills necessary to navigate complex financial landscapes. He is dedicated to fostering connections within the financial community and believes in the importance of continuous professional growth. Kyle's commitment to client satisfaction and strategic planning sets him apart in the financial services sector.
Cfs Kyle Keppen Cltc
Work Experience
Regional Vice President at
WealthVest
April 2018 - Present
Regional Vice President at
Jackson National Life
November 2015 - April 2018
Business Development Consultant at
Jackson National Life
January 2015 - November 2015
Internal Wholesaler at
Jackson National Life
December 2011 - January 2015
Investment Representative / Licensed Personal Banker at
Fifth Third Bank
February 2010 - October 2011
Financial Services Representative/ Registered Representative at
Metlife, Inc.
May 2008 - February 2010
Tax Services Associate / Financial Operations at
Fidelity Investments
May 2007 - March 2008
Cfs Kyle Keppen Cltc
Education
University of Cincinnati College of Business, Bba
January 2006
Frequently Asked Questions about Cfs Kyle Keppen Cltc
What is Cfs Kyle Keppen Cltc email address?
Cfs Kyle Keppen Cltc's primary email address is ***********@jackson.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfs Kyle Keppen Cltc work for?
Cfs Kyle Keppen Cltc is a Regional Vice President at WealthVest, a company specializing in Monetary Authorities-Central Bank.
Where Cfs Kyle Keppen Cltc graduated from?
Cfs Kyle Keppen Cltc holds a degree in Finance And International Business from University of Cincinnati College of Business.
How can I directly contact Cfs Kyle Keppen Cltc?
To contact Cfs Kyle Keppen Cltc directly, you can use the email address ***********@jackson.com. Complete contact information is available upon registration with Muraena.
Who is Cfs Kyle Keppen Cltc?
Kyle Keppen is a seasoned financial professional with over 15 years of experience in the industry, currently serving as the Regional Vice President at WealthVest, where he focuses on distributing products exclusively for MassMutual. His expertise spans a wide range of areas including annuity strategies, estate planning, and retirement income strategies. Kyle is passionate about enhancing client outcomes by asking the right questions and providing tailored solutions. He has a strong background in both sales and client services, having worked with notable firms such as Jackson National Life and Fidelity Investments. Kyle holds a BBA in Finance and International Business from the University of Cincinnati. His extensive experience in various roles has equipped him with the skills necessary to navigate complex financial landscapes. He is dedicated to fostering connections within the financial community and believes in the importance of continuous professional growth. Kyle's commitment to client satisfaction and strategic planning sets him apart in the financial services sector.
Cfs`s contact details
***********@jackson.com
*****@wealthvest.com
Colleagues
Regional Vice President - Wholesaler
Vice President; Sales and Operations
Vice President National Accounts, Banks
Vice President National Accounts
Chief Investment Strategist
Regional Vice President
Regional Vice President
Regional Vice President
Regional Vice President - New England
President, Chief Operating Officer