Keith Neal Email and Phone Number
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Keith Neal personal email
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Keith Neal is a Senior Regional Consultant DC at MFS Investment Management.
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DirectorMfs Investment Management Jan 2009 - Present111 Huntington Ave Boston Ma 02116DCIO Specialist calling on financial advisors, consultants, and retirement wholesalers throughout New England. -
Sr. Regional Consultant DcMfs Investment Management Jan 2009 - Present111 Huntington Ave. Boston Ma 02116 -
Associate Divisional Sales DirectorMfs Mar 2006 - Dec 2008Hired, trained, and manage a team of 9 external wholesalers located in key markets throughout the United States including New York, California, and Ohio. Periodically travel with wholesalers on client appointments with major dealers to supervise and coach. Work closely with National Sales Director on key strategy and sales leadership initiatives. -
Regional Vice PresidentMfs Mar 1999 - Mar 2006Was an MFS Financial Wholesaler representing Mutual Funds, Seperate Accounts, Annuities, and 529 plans. Represented the Mid Atlantic (Eastern Pennsylvania., Maryland, and Delaware) and later the Midwest (Western Pennsylvania, Eastern Ohio, and West Virginia) territory. -
Vice President, General Securities PrincipalPhilo Smith And Company Jan 1998 - Mar 1999Managed marketing and sales of the firm's investment management services in Europe, the Middle East, and Latin America. Developed sales of the PSCO Fund through the building of relationships with Merrill Lynch International Private Bankers. Updated and refined marketing and sales materials as well as presentation strategies. Trained and managed marketing assistant.
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Outbound Sales SpecialistFidelity Investments Institutional Services May 1996 - Jan 1998My role was to make over 100 dials a day proactively cold calling on financial advisors who hadn't done business with Fidelity with the goal of converting them into a producer. Once they started using Fidelty I would turn them over to the internal and external wholesalers to deepen the relationship. -
Premium Services Financial RepresentativeFidelity Brokerage Services Inc. Jan 1994 - May 1996Worked with a high net worth client base, analyzing needs and wants, making reccomendations, and efficiently handling service and trading requests.
Keith Neal Education Details
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International Relations -
Political Science
Frequently Asked Questions about Keith Neal
What company does Keith Neal work for?
Keith Neal works for Mfs Investment Management
What is Keith Neal's role at the current company?
Keith Neal's current role is Senior Regional Consultant DC.
What is Keith Neal's email address?
Keith Neal's email address is kn****@****mfs.com
What is Keith Neal's direct phone number?
Keith Neal's direct phone number is +161727*****
What schools did Keith Neal attend?
Keith Neal attended Northeastern University, University Of Massachusetts Lowell.
Who are Keith Neal's colleagues?
Keith Neal's colleagues are Matias Goñi Cox, Steve Shedlock, Steven Arsenault, Peggy Donahue, Michael Cahill, Bruce Valliere, Sharif Abouleish.
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