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Keith earned his Masters of Business Administration (MBA)
degree, with a concentration in Entrepreneurial Finance, from the Darden
Business School at the University of Virginia. He also earned his Bachelors
of Science degree from Syracuse University, where he currently teaches
courses in Investments and Financial Planning as an adjunct professor.
Keith sits on the Boards of two local organizations that focus on empowering
today’s youth through financial literacy and other programs. Keith lives in DeWitt with his wife Dana, and their two-year-old son Alan. Dana is a Finance Manager at Cooper Crouse-Hinds’ Electrical Products division. They are both actively involved in the local support group of the Scleroderma Foundation. |
| "In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients." |
| Business Experience |
Education and Licensing |
|
| 8/2009- Present | Financial Advisor/ Davidson Securities |
• Series 7 General Securities Representative |
| 12/07-5/09 | Financial Advisor/ Citi Smith Barney |
• Insurance Licenses: Life & Variable Annuities |
| 2004-2005 | Strategic Marketing Analyst/ Darden Business Publishing | • Series 66 Uniform State Exam/Investment Advisory Agent |
| 1997-2004 | Owner/ Zanders, Inc | • Doctoral Student (2005-2007) Whitman School of Management, Syracuse University |
| 1996-1997 | IT Consultant/ Pfizer Inc. | |
• Master of Business Administration, Darden Business School at University of Virginia 2004 |
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| 1994-1996 | Destop Support Analyst/ Micro Accounting Systems. | • Bachelor of ScienceSchool of Information Studies, Syracuse University 1994 |
Associations
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| Junior Achievement of CNY Syracuse, NY | Board Member |
| Boys & Girls Club of Syracuse Syracuse, NY | Board Member |
| DeWitt Business Alliance, Inc , DeWitt, NY |
President |
| 100 Blackmen of Syracuse, Inc | Vice President |