What is Richard Keltner Cfa email address?

Richard Keltner Cfa's primary email address is ***************@assetmark.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Richard Keltner Cfa work for?

Richard Keltner Cfa is a Vice President, Wealth Management Solutions at AssetMark, a company specializing in Functions related to depository banking.

Where Richard Keltner Cfa graduated from?

Richard Keltner Cfa holds a degree in Finance from San Diego State University.

How can I directly contact Richard Keltner Cfa?

To contact Richard Keltner Cfa directly, you can use the email address ***************@assetmark.com. Complete contact information is available upon registration with Muraena.

Who is Richard Keltner Cfa?

Richard Keltner is an accomplished Vice President of Wealth Management Solutions at AssetMark, with a rich background in asset management and financial services. Over his career, he has held senior roles at prominent firms such as Charles River Development and InvestCloud, where he has been instrumental in developing innovative wealth management products. His passion for enhancing advisor capabilities and client engagement is evident in his focus on tax management services and direct indexing. Richard's strategic mindset and leadership skills have led to significant improvements in client retention and profitability across various organizations. He is dedicated to driving the evolution of wealth management through technology and personalized solutions. With a strong educational foundation in business administration and finance, Richard combines technical expertise with a deep understanding of market dynamics. His commitment to professional growth and industry innovation makes him a key player in the wealth management landscape.