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Bio

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Keith Jaskulski is a seasoned executive with extensive experience in strategic planning, finance, risk management, and leadership. He has held various roles in film and television production, financial planning, and business development. Keith holds multiple professional certifications, including Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and Certified Financial Planner (CFP).

Credentials

  • Chartered Life Underwriter (CLU)
    The American College of Financial Services
    Feb, 2007
    - Jun, 2026
  • Chartered Advisor for Senior Living (CASL)
    The American College of Financial Services
    Apr, 2006
    - Jun, 2026
  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
    Sep, 2005
    - Jun, 2026
  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2005
    - Jun, 2026
  • Certified Fund Specialist (CFS)
    Institute of Banking and Finance
    Dec, 2003
    - Jun, 2026

Experience

  • Clever Films
    • London, England, United Kingdom
    • Non Executive Director, Executive Producer
      • Mar 2021 - Present
      • London, England, United Kingdom

      Provide guidance to the CFPL Executive Team in aligning market opportunities for business development, and financing initiatives. Provide support to CFPL film productions and social objectives.For more information, please check out www.cleverfilms.co.uk

  • Shirley Luu & Associates
    • McLean, Virginia, United States
    • Financial Alliance Partner of Rochelle Soetan, Senior Retirement & Invest...
      • Apr 2021 - Present
      • McLean, Virginia, United States

      Rochelle Soetan, Senior Retirement and Investment Consultant, will provide a FREE 30-minute consultation to you in the following financial areas.E: [email protected] for her assistance.Indexed ProductsLifetime Income PlansTax-Deferred Retirement PlansFixed Indexed Annuities (FIA&...

  • ALGORITHM IT HUB™
    • Ahmedabad, Gujarat, India
    • Business Development Alliance Partner (USA) with Algorithm IT Hub
      • Apr 2021 - Present
      • Ahmedabad, Gujarat, India

      ALGORITHM IT HUB™ serves as an Alliance Partner of ReinventionWorld, serving as a Full Stack Digital Agency and "One Stop IT Solutions" for your all digital needs, and is a TRUSTED brand in the United States & India, proudly serving customers for over 10+ years. ALGORITHM IT HUB™ i...

  • ReinventionWorld.com
    • Henderson, Nevada, United States
    • Founder at ReinventionWorld Brand
      • Jan 2020 - Present
      • Henderson, Nevada, United States

      ReinventionWorld (RW) is a facility that serves the public as an energy spark for positive change. It's primary mission is to help guide individuals into the correct paths so they may develop and execute their business plans efficiently. The brand's global purpose is to contribute to the ...

    • Producer/Screenwriter
      • Dec 2019 - Dec 2020
      • Palm Desert, CA

      Assisted the CEO to in developing new joint venture opportunities in global film and television, and in creation of ideas, concepts and screenplays that will demand raw emotion from worldwide audiences.

  • The Hollywood Trinity
    • Greater Los Angeles Area
    • Business Development Alliance Partner
      • Mar 2019 - Dec 2019
      • Greater Los Angeles Area

      Assisted in cultivation of business relationships for personal brand positioning and new business development.

  • Virtuity Financial Partners
    • Wilmington, Delaware
    • Registered Representative
      • Sep 2018 - Mar 2019
      • Wilmington, Delaware

      Worked with Virtuity Financial Partners to facilitate client relationship migrations, in association with World Financial Group and Transamerica Financial Advisors.

  • World Financial Group (WFG)
    • Greater Atlanta Area
    • Financial Planner
      • Sep 2018 - Mar 2019
      • Greater Atlanta Area

      Worked within WFG platforms (affiliated through Virtuity Financial Partners) to facilitate client relationship migrations, in association with Transamerica Financial Advisors.

    • Investment Advisor Representative
      • Sep 2018 - Feb 2019
      • Wilmington, Delaware

      Provided transitional financial services to help consumers attain their goals for retirement, family protection, tax reduction, and estate planning.

  • Harrington Enterprises
    • Tampa/St. Petersburg, Florida Area
    • Business and Financial Development Transition Review
      • Jan 2018 - Aug 2018
      • Tampa/St. Petersburg, Florida Area

      Secured transitional assistance of the firm with a financial migration to Virtuity Financial Partners.

  • Ameriprise Financial Services, Inc.
    • 2500 Grubb Rd., Suite 211, Wilmington, DE 19810
    • Financial Advisor at Ameriprise Financial Services, Inc.
      • Sep 2002 - Dec 2017
      • 2500 Grubb Rd., Suite 211, Wilmington, DE 19810

      Provided financial services to retail and small business clients including financial planning, retirement planning, asset allocation, investment management, protection planning, and estate planning.

  • JPMorgan Chase & Co.
    • Wilmington, DE
    • Senior Business Analyst AVP / Financial Officer
      • Sep 1987 - May 2002
      • Wilmington, DE

      Managed specialized financial applications and operating models supporting customer and management information systems, billing, costing, security, risk management, and operational processes in a corporate disbursements operation.

  • Omni Real Estate Inc
    • Wilmington, DE
    • Realtor (Part-Time Affiliate)
      • Jan 1989 - Dec 1993
      • Wilmington, DE

      Residential real estate sales in the Delaware market.

  • First Pennsylvania Corporation
    • Greater Philadelphia Area
    • Product Analyst
      • Mar 1986 - Sep 1987
      • Greater Philadelphia Area

      Supported Controller's area, profit planning and intercompany functions. Independently conducted cost performance studies for product management and within the branch network.

  • PNC
    • Wilmington, DE
    • Profitability Administrator
      • Aug 1982 - Mar 1986
      • Wilmington, DE

      Supported analysis and implementation of production standards across branch, retail, and corporate banking networks.

Education

  • 2004 - 2007
    The American College
  • 1983 - 1988
    University of Delaware - Lerner College of Business and Economics
  • 1979 - 1982
    University of Delaware - Lerner College of Business and Economics
  • 1976 - 1979
    Brandywine High School

Suggested Services

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Industry Focus. “Finance and Banking”

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