Bio
Experience
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Keator Group, LLC
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Lenox, MA
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Partner
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Dec 1998 - Present
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Lenox, MA
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Keator Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Vice President
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Jun 1997 - Dec 1998
Marketing, New Business Development, Asset Management, Insurance, Estate Planning
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Vice President
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Jan 1993 - Jun 1997
Tax Planning, Actuarial/Pension Services, Strategic Planning
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Director of Development
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Sep 1989 - Dec 1992
Fundraising, Program Development, Employee Communication
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Senior Merchandise Manager - Exec Training Program
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Jun 1985 - Sep 1989
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Pittsfield National Bank
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Pittsfield, Massachusetts Area
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Assistant to the President
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1979 - 1985
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Pittsfield, Massachusetts Area
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Education
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2007 - 2008Institute of Business & Finance
CES, Certified Estate and Trust Specialist -
1989 - 1991University at Albany
MA, Organizational Communication -
1981 - 1985Fordham University
BA, Economics
Suggested Services
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Industry Focus. “Investment Banking”
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