Topline | Peter Keating

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Peter Keating

Senior Vice President - Investments at Wells Fargo Advisors

Intro Book

Seasoned finance professional delivering portfolio management and wealth management services.

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Location

San Rafael, California, United States...

Skills

Portfolio Management
Retirement Planning
Wealth Management
Finance
Mutual Funds
Financial Analysis
Financial Planning
Risk Management
Securities
Financial Services
Investments
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Peter Keating has over 29 years of experience in finance, which is extremely valuable. He has held senior roles at top financial institutions like Wells Fargo Advisors, Morgan Stanley, and UBS. His expertise in portfolio management, retirement planning, and wealth management is in high demand. Location is San Rafael, California, which is a major financial hub. Considering his extensive experience, education from Brown University, and senior roles at top firms, I estimate his hourly rate to be around $250. This is slightly lower than what top finance professionals with similar experience might charge, but it's still a very competitive rate for someone with his background and expertise.

Bio

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Topline AI

Peter Keating is a seasoned finance professional with over 29 years of experience in portfolio management, retirement planning, and wealth management. He has held senior roles at Wells Fargo Advisors, Morgan Stanley, and UBS, providing financial services and investment advice to clients. Keating holds a Bachelor's degree from Brown University and is based in San Rafael, California.

Experience

Wells Fargo Advisors
- Senior Vice President - Investments
Wells Fargo Advisors
- Senior Vice President - Investments
  - Jul 2013 - Present
Morgan Stanley
- Financial Advisor
  - Apr 2009 - Jul 2013
UBS
- Financial Advisor
  - Feb 1980 - Apr 2009

Education

1962 - 1967

Brown University

1962 - 1967

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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Peter Keating

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate