Jay Keller Email & Phone Number

Vice President of Institutional Wealth Services at ACM Wealth. Leader in Operations and Integration Management, Business Development, Program Management, Project Management and more. I played a key role in growing and managing AdvisorDirect starting in 2005 to over $60 billion in assets and was responsible for all aspects of pursuing its strategic vision, creating operational efficiencies, advisor participation and managing risk. In Sept 2023 transitioned it to Charles Schwab as part of its acquisition of TD Ameritrade.Key accomplishments:▶ 2022-23 Led the integration of AdvisorDirect into Schwab, transitioning virtually 100% of records▶ 2018 Led the integration of Scottrade's Advisor Access program into TD Ameritrade AdvisorDirect▶ 2017 Business lead to implement the DOL Fiduciary Rule with AdvisorDirect▶ 2010 Business lead in complete AdvisorDirect program overhaul, incl governing docs and billing▶ 2006-18 Hosted AD Annual Meetings for advisors and Branch Champion activities at National LINC conferences▶ 2006-08 Introduced branch training program raising AD conversion rate from 15% to 42%▶ 2005 Circle of Champions TD Ameritrade Investment Consultant▶ 2002-04 Morgan Stanley Financial Advisor, Fixed Income, Financial & Estate PlanningPrior Work and Internships:Internships in the United States Senate, Merrill Lynch and the law firm of Bower Law & Associates where I later held legal research position, and was employed with Penn State’s Department of Agronomy in turfgrass research and World Campus initiatives.Volunteerism:2023: Elected to Boca Winds HOA Board of Directors (800 homes)2020-Present: HOA Roadway Safety Committee and Architectural Review Committee2021-22: Surfrider Foundation / 4Ocean beach clean-up volunteer across Palm Beach County2017-18: Elected to San Diego Unified School District's Site Governance & District Advisory Council2013-16: San Diego Audubon Bird Festival tour leader2001: Red Cross Disaster Relief Team member at the Pentagon in the aftermath of September 11thPrior: Public Nature Tour Guide for National Audubon Society, Prince William Conservation Alliance et al

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  Penn State University

  Political Science