Richard Keltner, CFA

Richard Keltner, CFA, is a finance professional currently serving as Vice President of Wealth Management Solutions at AssetMark.1 With a background in finance and business administration, Keltner has spent a significant portion of his career supporting the development of new wealth management initiatives.1

Education and Qualifications

Keltner holds a degree from San Diego State University, where he studied finance and business administration.1 He has also earned the Chartered Financial Analyst (CFA) designation, which is a prestigious credential in the investment management industry.1

Professional Experience

AssetMark:: Keltner's current role is at AssetMark, where he serves as Vice President of Wealth Management Solutions.1 In this position, he likely plays a key role in developing and implementing strategies to enhance the company's wealth management offerings.

Previous Roles:: Prior to his current position, Keltner has held other notable roles in the financial services industry. He previously worked as a Senior Vice President for Advisory Services at CUSO Financial Services and Sorrento Pacific Financial.2 This experience has likely contributed to his expertise in wealth management and advisory services.

Throughout his career, Keltner has focused on supporting the development of new wealth management initiatives, indicating a strong background in financial innovation and strategy.1

Richard Keltner's LinkedIn profile can be found under the username "richardkeltner", which aligns with the information provided in the query.1