Directory
>
Keith Gentry Cfa
Keith Gentry Cfa
Senior Vice President, Director of Portfolio Management
Burlington, Massachusetts, United States
Keith Gentry Cfa
Summary
Keith Gentry is a seasoned investment management professional with extensive experience in portfolio management and financial advisory services. Currently serving as the Senior Vice President and Director of Portfolio Management at Citizens Private Wealth, he has a proven track record of managing ultra high net worth portfolios. Keith's expertise spans alternative investments, asset management, and wealth management, making him a key player in the financial services industry. He has a solid foundation in technology integration within finance, having developed compliance tools to enhance operational efficiency. With a degree in Managerial Economics from the University of Massachusetts, he possesses a strong analytical background that complements his practical experience. Keith is known for his results-driven approach and ability to forge lasting client relationships. His career reflects a commitment to excellence in financial services, underscoring his role as a trusted advisor in wealth management.
Keith Gentry Cfa
Work Experience
Senior Vice President, Director of Portfolio Management at
Citizens Financial Group, Inc.
July 2014 - Present
CCO Senior Principal at
Citizens Financial Group, Inc.
October 2012 - June 2014
Trader at
Investors Capital
May 2010 - October 2012
Margin Specialist at
First Allied Securities, Inc.
January 2009 - March 2010
Direct Business Specialist at
LPL Financial
September 2007 - August 2008
Defined Benefit Specialist at
Fidelity Investments
October 2006 - June 2007
Keith Gentry Cfa
Education
University of Massachusetts, Managerial Economics
January 2002 - January 2006
Frequently Asked Questions about Keith Gentry Cfa
What is Keith Gentry Cfa email address?
Keith Gentry Cfa's primary email address is *****@clarfeld.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Keith Gentry Cfa graduated from?
Keith Gentry Cfa holds a degree in Business/Managerial Economics from University of Massachusetts.
How can I directly contact Keith Gentry Cfa?
To contact Keith Gentry Cfa directly, you can use the email address *****@clarfeld.com. Complete contact information is available upon registration with Muraena.
Who is Keith Gentry Cfa?
Keith Gentry is a seasoned investment management professional with extensive experience in portfolio management and financial advisory services. Currently serving as the Senior Vice President and Director of Portfolio Management at Citizens Private Wealth, he has a proven track record of managing ultra high net worth portfolios. Keith's expertise spans alternative investments, asset management, and wealth management, making him a key player in the financial services industry. He has a solid foundation in technology integration within finance, having developed compliance tools to enhance operational efficiency. With a degree in Managerial Economics from the University of Massachusetts, he possesses a strong analytical background that complements his practical experience. Keith is known for his results-driven approach and ability to forge lasting client relationships. His career reflects a commitment to excellence in financial services, underscoring his role as a trusted advisor in wealth management.
Keith`s contact details
*****@clarfeld.com
******@citizensbank.com