Ben Keith Email & Phone Number
@tiaa.org
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Who is Ben Keith? Overview
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Ben Keith is listed as Senior Director at TIAA at TIAA, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Ben Keith.
Ben Keith previously worked as Senior Director, Advisory and Financial Consulting at Tiaa and Director, Wealth Management at Tiaa. Ben Keith holds Bachelor Of Business Administration (Bba) from Belmont University.
Email format at TIAA
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AeroLeads found 1 current-domain work email signal for Ben Keith. Compare company email patterns before reaching out.
About Ben Keith
I am currently a Senior Director at TIAA and have more than 17 years of experience in the financial services industry.TIAA’s mission to serve those that serve others has always resonated with me. Both my parents were educators, and both have inspired me through their lifelong and selfless dedication to their students. Helping people like my parents work towards their retirement dreams is incredibly fulfilling, and I’m proud to have dedicated my career to this cause. I have a passion for helping people with their personal and professional goals through coaching, development and leadership. I am honored to lead a team of wealth management advisors who counsel clients through life’s most challenging decisions. I currently reside in Seattle with my partner, Lindsay, and our two dogs, Buddy and Peanut. In our free time, we enjoy skiing, SCUBA diving, backpacking and fishing. We love living in the Pacific Northwest and experiencing the outdoors.
Listed skills include Retirement Planning, Series 7, Investments, Training, and 18 others.
Ben Keith's current company
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Ben Keith work experience
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Director, Productivity & Development
Regional Director
Sr. Regional Business Consultant (External Wholesaler)
Employee Benefits Specialist
• Directly responsible for all investment education and communication within Southeast territory.• Consult with HR executives and financial advisors to develop education and communication strategies for retirement plan participants.• Customize investment education plans based on plan metrics and employee demographics.• Educate and counsel retirement plan participants by conducting over 700 individual and group enrollment and education seminars. • Consistently exceeded goals in rollover assets acquired, plan participation, number of meetings held, and other performance expectations.• Developed valuable relationships with retirement plan consultants, financial advisors, and business executives across the Southeast.• Helped to generate retirement plan prospect pipeline and retain current clients, resulting in the nation's top retention rate of 99%.
Financial Advisor
• Responsible for all aspects of day to day business including acquiring and retaining clients and staff personnel, portfolio management, and financial modeling.• Spearhead marketing and business development strategies, utilizing financial wholesaler resources to increase effectiveness and profitability while minimizing costs.• Develop and implement proprietary financial planning platform designed to analyze client needs and objectives.• Manage book of investment management and financial planning business• Extensive knowledge of alternative investments, limited partnerships, TICs, 1031 exchanges• Oversee recruiting, hiring, and training schedule for new employees.
Financial Advisor
• Mercury Award winner recognizing tremendous proficiency in sales and client acquisition.• Graduated from Ameriprise Leadership College, a six month course of study for those hand selected to develop and instill leadership qualities.• Attended and taught daily training classes on sales, product knowledge, communication, and marketing techniques.• Elected by peers to the Nashville Office Board of Directors, a committee commissioned to develop standard operations, ethical practices, and to guarantee professional services.
Ben Keith education
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Belmont University
Frequently asked questions about Ben Keith
Quick answers generated from the profile data available on this page.
What company does Ben Keith work for?
Ben Keith works for TIAA.
What is Ben Keith's role at TIAA?
Ben Keith is listed as Senior Director at TIAA at TIAA.
What is Ben Keith's email address?
AeroLeads has found 1 work email signal at @tiaa.org for Ben Keith at TIAA.
Where is Ben Keith based?
Ben Keith is based in Greater Seattle Area, United States while working with TIAA.
What companies has Ben Keith worked for?
Ben Keith has worked for Tiaa, Granite Retirement Services, Curian Capital, Principal Financial Group, and Synergy Investment Group.
How can I contact Ben Keith?
You can use AeroLeads to view verified contact signals for Ben Keith at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Ben Keith attend?
Ben Keith holds Bachelor Of Business Administration (Bba) from Belmont University.
What skills is Ben Keith known for?
Ben Keith is listed with skills including Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, and Strategic Financial Planning.
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