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Casey Keller
Plus aucun poste en cours
Profil
Prior to joining Broadway in 2010, Mr. Keller was an investment manager for Wells Fargo, responsible for business development and discretionary investment management of private client accounts, trusts, and foundations in the West Texas area.
Mr. Keller earned his Bachelor’s degree in Economics from the University of Texas at Austin.
He was awarded the Chartered Financial Analyst designation in 2008 and is a member of the CFA Institute and the San Antonio Society of Financial Analysts.
Anciens postes connus de Casey Keller
Sociétés | Poste | Fin |
---|---|---|
WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Broadway National Bank Asset Management
![]() Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Casey Keller
The University of Texas at Austin | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Sociétés cotées | 1 |
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WELLS FARGO & COMPANY | Finance |
Entreprise privées | 1 |
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Broadway National Bank Asset Management
![]() Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Finance |