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Keith Gentry Cfa

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Keith Gentry Cfa

Senior Vice President, Director of Portfolio Management

Burlington, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Keith Gentry Cfa

Work Experience

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Senior Vice President, Director of Portfolio Management at

Citizens Financial Group, Inc.

July 2014 - Present

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CCO Senior Principal at

Citizens Financial Group, Inc.

October 2012 - June 2014

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Trader at

Investors Capital

May 2010 - October 2012

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Margin Specialist at

First Allied Securities, Inc.

January 2009 - March 2010

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Direct Business Specialist at

LPL Financial

September 2007 - August 2008

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Defined Benefit Specialist at

Fidelity Investments

October 2006 - June 2007

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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

mail

*****@clarfeld.com

******@citizensbank.com

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