Keith Sloane Email and Phone Number
Keith Sloane work email
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Keith Sloane personal email
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A wealth management and investment management senior business leader; focused on driving business development in intermediary distribution, product management, navigating a changing regulatory environment, corporate integrations, and Board of Directors engagement - across advisory programs, mutual funds, ETFs, separate accounts, retirement plans, and insurance solutions.
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UsaaRichmond, Va, Us -
Intermediary Distribution & Business DevelopmentUsaa Jul 2019 - PresentSan Antonio, Texas, UsLeading business development efforts for USAA LifeCo’s annuity and life insurance solutions through select intermediaries.
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Head Of Intermediary DistributionUsaa Mar 2012 - Jun 2019San Antonio, Texas, UsLeader of intermediary distribution for USAA Investment Management mutual funds and ETFs, with $160B+ in AUM and 48 years of operating history, to broker-dealers, RIAs, institutions, and retirement platforms.
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Independent ConsultantDks Strategic Consulting Jan 2011 - Jan 2012Adviser to asset managers, wealth management, and FinTech firms on business development, product management, and organizational effectiveness. Co-published whitepapers on Rep-As-PM and Optimizing Distribution Profitability.
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Head Of Mutual Funds & 529 PlansThe Hartford Nov 2007 - Dec 2010Hartford, Ct, UsBusiness leader for the Mutual Fund and 529 Plan businesses, representing over $100B in AUM and $15B in annual gross sales. Responsible for strategic plans, business development, distribution operating plans, product management & development, financial results/P&L, Board of Directors initiatives, and communications. -
Managing Director, Director Of Product MarketingWachovia Securities Jan 2006 - Oct 2007St. Louis, Missouri, UsBusiness development leader responsible for driving asset and revenue growth across the $160B advisory fee-based business, mutual funds, ETFs, UITs, SMAs, A.I., insurance products, retirement plans, and personal trusts. -
Managing Director, Head Of Mutual FundsWachovia Securities Apr 1995 - Dec 2005St. Louis, Missouri, UsBusiness leader for global mutual funds, 529 plans, and UITs for the 3rd largest BD. Led business strategy representing $30B in annual gross sales, $150B in AUM, and $650MM in revenues. Integration and change leader through 7 corporate mergers.
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Corporate Vice President, National Sales & Marketing Manager, Regional Sales DirectorPainewebber Jun 1984 - Apr 1995Us
Keith Sloane Skills
Keith Sloane Education Details
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University Of Richmond - Robins School Of BusinessAccounting
Frequently Asked Questions about Keith Sloane
What company does Keith Sloane work for?
Keith Sloane works for Usaa
What is Keith Sloane's role at the current company?
Keith Sloane's current role is Intermediary Business Development Leader at USAA.
What is Keith Sloane's email address?
Keith Sloane's email address is ks****@****hoo.com
What schools did Keith Sloane attend?
Keith Sloane attended University Of Richmond - Robins School Of Business.
What skills is Keith Sloane known for?
Keith Sloane has skills like Mutual Funds, Alternative Investments, Investments, Asset Management, Retirement Planning, Financial Advisory, Investment Management, Wealth Management, Asset Allocation, Etfs, Financial Services, Series 7.
Who are Keith Sloane's colleagues?
Keith Sloane's colleagues are Landon Hassoldt, Jansey Comeaux, Amiyah Garner, Brian Coleman, Mike Breaux, Cheryl Richardson, Sara F. Hushek.
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