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Cfs Kyle Keppen Cltc

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Cfs Kyle Keppen Cltc

Regional Vice President | WealthVest

Columbus, Ohio, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfs Kyle Keppen Cltc

Work Experience

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Regional Vice President at

WealthVest

April 2018 - Present

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Regional Vice President at

Jackson National Life

November 2015 - April 2018

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Business Development Consultant at

Jackson National Life

January 2015 - November 2015

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Internal Wholesaler at

Jackson National Life

December 2011 - January 2015

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Investment Representative / Licensed Personal Banker at

Fifth Third Bank

February 2010 - October 2011

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Financial Services Representative/ Registered Representative at

Metlife, Inc.

May 2008 - February 2010

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Tax Services Associate / Financial Operations at

Fidelity Investments

May 2007 - March 2008

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Cfs Kyle Keppen Cltc

Education

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

mail

***********@jackson.com

*****@wealthvest.com

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