Keith Lehnherr Email & Phone Number

Plymouth, Minnesota, Us

• Oversee prospective investor marketing, investor communications, and capital raising across the firm’s investment strategies.• Manage investor communications including firm emails, quarterly investor calls, webinars, and talking points.• Serve as point of contact for existing investors including high net worth individuals and family offices,

Madison, Wi, Us

• Oversee prospective investor marketing, investor communications, and capital raising across the firm’s investment strategies.• Manage investor communications including firm emails, quarterly investor calls, webinars, and talking points.• Serve as point of contact for existing investors including high net worth individuals and family offices, • Oversee and mentor junior IR team members.• Reviewed marketing materials and documents for brand accuracy and trending design.• Collaborate with Executive and Director teams on investment opportunities, execute prospectus creation, collaborate on legal document creation, respond to all investor requests, and track investor commitments.• Create and implement new marketing strategies such as website design, promotional items, and charitable opportunities to increase exposure and grow the SARA brand.• Help implement and facilitate execute team goals; opportunities for team all members to succeed.

Madison, Wi, Us

El Segundo, Ca, Us

• Built and maintained portfolio of 400 households resulting in $90 million of managed assets• Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor.• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.• Successfully built a client base by building a network of referral sources that include CPA’s, EstatePlanners, and other community-based organizations.• Created annual marketing plans that include both social and traditional Media.

St. Louis, Mo, Us

• Created long lasting relationships that focused on the individual investor and increased annual assetsunder management year over year by 10%• Created 10-15 prospects daily through Face-to-Face Contacts in the community weekly• Successfully maintained an Above Standard Rating for all sales and account goals• Successfully passed the Series 7 and Series 66 Securities Exams.• Previously held my Life, Health, and Long-Term Care Insurance Licenses

• Increased production year over year by 15%• Generated leads by building a series of networks using Realtors and Bankers in the community• Rookie of the Year in 2006