Brian Keenan, Cfa

Brian Keenan, Cfa Email and Phone Number

Founder @ AdvisorGenie
New York, NY, US
Brian Keenan, Cfa's Location
New York, New York, United States, United States
Brian Keenan, Cfa's Contact Details

Brian Keenan, Cfa personal email

Brian Keenan, Cfa phone numbers

About Brian Keenan, Cfa

Founded Kahuna AI - An innovative AI-powered event-driven research platform with top tier hedge fund usersFounded of Odyssey - Bridging the network gap, so the best candidates land the best roles, regardless of background.Columbia Business School 2018-2020Merger Arbitrage Hedge Fund Analyst at GabelliChartered Financial Analyst (CFA) charterholderSeries 7 LicenseSeries 66 LicenseSeries 55 LicenseiMentor MemberMagna Cum Laude at University of Miami, Finance & Economics MajorsCo-Founder of the Canes Investing Association at the University of Miami

Brian Keenan, Cfa's Current Company Details
AdvisorGenie

Advisorgenie

View
Founder
New York, NY, US
Website:
advisorgenie.com
Employees:
1
Brian Keenan, Cfa Work Experience Details
  • Advisorgenie
    Founder
    Advisorgenie
    New York, Ny, Us
  • Stealth Startup
    Founder
    Stealth Startup 2024 - Present
    Mountain View, Wy, Us
  • Kahuna Ai
    Co-Founder & Ceo
    Kahuna Ai 2023 - 2024
    VC-backed (Plug & Play-led) event-driven investment research platform, with innovative expert-level analysis.Users include top-tier hedge-funds.Proprietary architecture utilizes multiple LLMs, fine-tuning, custom embeddings, and a user-friendly interface.
  • Odyssey
    Founder, Ceo
    Odyssey 2020 - 2022
    New York, Ny, Us
    Odyssey | Real connections for candidates from all backgrounds. We create equitable access, so the best candidates land the best roles.Career mentoring platform helping ~4,000 students connect with employees in tech, finance & consulting. Customers included Salesforce, Goldman Sachs, McKinsey, Comcast, Citi and many more.Unique platform enabled employers to create custom coffee-chats among their employees with potential candidates, and hosted large-scale virtual career fair events.
  • Gabelli & Partners
    Risk Arbitrage Hedge Fund Analyst
    Gabelli & Partners 2015 - 2018
    • Generated investment ideas by interfacing with management, competitors, customers, media, and analysts; gathering data through filings, calls and information requests; synthesizing into thesis • Advised Fortune 500 management on optimizing transaction terms and structures to receive critical shareholder support, as well as gathered data about their business fundamentals, strategy, and motives• Led group meetings with potential & existing clients globally. Delivered expertise on environment, tactics, and drivers of performance to help secure additional assets under management during 45% AUM growth from 2012-2018
  • Gabelli & Partners
    Risk Arbitrage Hedge Fund Junior Analyst
    Gabelli & Partners 2013 - 2015
    • Researched investments, managed fund’s foreign currency exposure, assisted in fund’s trading• Developed database of historical deal success/failure rates in portfolio positions compared to market• Youngest to join team of 6 (PM, Trader, Analysts) managing ~$1.3bn in 32-yr fund with 31 up years
  • Gamco Investors, Inc.
    Merger Arbitrage Mutual Fund Analyst
    Gamco Investors, Inc. 2012 - 2013
    Rye, Ny, Us
    • Transformed role of desk to include deeper analysis and portfolio recommendation responsibilities for investment decisions made by the CEO in multi-billion in strategy assets• Tracked and relayed updates on universe of hundreds of pending announced merger transactions
  • Gamco Investors, Inc.
    Rotational Program
    Gamco Investors, Inc. 2011 - 2012
    Rye, Ny, Us
    • Served as trading desk assistant to CEO of $45bn AUM firm; analyst & media point of contact• Performed sell-side research analysis, sales, & trading, and mutual fund marketing & operations
  • Icap
    Summer Broker Intern
    Icap 2010 - 2010
    London, Gb
    • Shadowed brokers on the Equity Derivatives, Structured Credit, & Emerging Markets Sovereign Bonds desks

Brian Keenan, Cfa Skills

Series 66 Series 7 Series 55 Bloomberg Finra Uniform Combined State Law

Brian Keenan, Cfa Education Details

  • Columbia Business School
    Columbia Business School
    Entrepreneurship/Entrepreneurial Studies
  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    Finance & Economics
  • Universidad De Belgrano
    Universidad De Belgrano
    Economics
  • Lawrence High School
    Lawrence High School

Frequently Asked Questions about Brian Keenan, Cfa

What company does Brian Keenan, Cfa work for?

Brian Keenan, Cfa works for Advisorgenie

What is Brian Keenan, Cfa's role at the current company?

Brian Keenan, Cfa's current role is Founder.

What is Brian Keenan, Cfa's email address?

Brian Keenan, Cfa's email address is bm****@****ail.com

What is Brian Keenan, Cfa's direct phone number?

Brian Keenan, Cfa's direct phone number is (800) 422*****

What schools did Brian Keenan, Cfa attend?

Brian Keenan, Cfa attended Columbia Business School, University Of Miami Herbert Business School, Universidad De Belgrano, Lawrence High School.

What skills is Brian Keenan, Cfa known for?

Brian Keenan, Cfa has skills like Series 66, Series 7, Series 55, Bloomberg, Finra, Uniform Combined State Law.

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