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Keith Whitcomb profile image

Keith Whitcomb

Financial Advisor at Moldenhauer & Associates
Intro Book
Financial analyst and manager with expertise in financial planning, modeling, and analysis.
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Location
Rochester, New York, United States, US
Skills
  • Microsoft Office
  • Finance
  • Financial Analysis
  • Financial Modeling
  • Business Process Improvement
  • Show all
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Bio

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Keith Whitcomb is a seasoned financial professional with 15+ years of experience in financial analysis, modeling, and management. He holds various certifications, including Series 66, Series 7, and RMA. Keith has worked in various roles, including Director of Analytics and Manager of Corporate Investments.

Credentials

  • Series 66
    FINRA
    Nov, 2021
    - Jun, 2026
  • Series 7
    FINRA
    Oct, 2021
    - Jun, 2026
  • Securities Industry Essentials Examination
    FINRA
    Oct, 2018
    - Jun, 2026
  • HSAe (HSA Expert)
    Roy Ramthun
    May, 2016
    - Jun, 2026
  • Retirement Management Analyst (RMA)
    Investment & Wealth Institute
    May, 2016
    - Jun, 2026
  • Series 6
    FINRA
    Mar, 2010
    - Jun, 2026
  • Series 63
    FINRA
    Feb, 2010
    - Jun, 2026
  • Series 65
    FINRA
    Dec, 2009
    - Jun, 2026

Experience

  • Moldenhauer & Associates
    • Financial Advisor
      • Sep 2021 - Apr 2022

      Current LicensesSeries 66 (11-10-2021), Series 7 (10-21-2021)ExperiencePassed exams, created financial plans, and met with clients and prospects to build business in the Rochester area for the Buffalo region advisor with over $400 million in AUM.

  • Perspective Partners
    • Director of Analytics
      • Oct 2005 - Aug 2021

      Current LicensesSeries 65 (12-17-2009), Series 63 (2-16-2010), and Series 6 (3-4-2010)Professional DesignationRetirement Management Analyst (RMA) 5-1-2016ExperienceInvolved with creating analytics, messaging, and final layout requirements for employee retirement readiness reports, a plan sponsor ...

  • Wegmans Food Markets
    • Rochester, New York Area
    • Manager of Corporate Investments, Assistant Cash Manager, Senior Financial An...
      • Aug 1985 - Jan 1999
      • Rochester, New York Area

      Interest Rate Hedging – Analyzed hedging opportunities to control interest expense volatility. Upwards of $700 million in interest rate swaps were eventually booked for this purpose. Analysis provided a one-time $150,000 savings on a swap settlement. Pension Plan – As a member of the Investmen...

Education

  • 1983 - 1985
    Ohio University
  • 1978 - 1983
    Ohio University

Suggested Services

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Industry Focus. “Financial Services”

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