AeroLeads people directory · profile
Keith Van Name Email & Phone Number
Head of Flourish Insurance Sales
at
Flourish
1 work email found
@jackson.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Head of Flourish Insurance Sales
Location
Holmdel, New Jersey, United States
Who is Keith Van Name? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Keith Van Name is listed as Head of Flourish Insurance Sales at Flourish, based in Holmdel, New Jersey, United States. AeroLeads shows a work email signal at jackson.com and a matched LinkedIn profile for Keith Van Name.
Keith Van Name previously worked as Managing Director, RIA and Wealth Managers at Jackson National Life Distributors Llc and Senior Vice President, Private Wealth at Entrustpermal. Keith Van Name holds Bs, Accounting from Dowling College.
Company email context
Email format at Flourish
This section adds company-level context without repeating Keith Van Name's masked contact details.
*@jackson.com
68% confidence
AeroLeads found 1 current-domain work email signal for Keith Van Name. Compare company email patterns before reaching out.
Profile bio
About Keith Van Name
Senior business development professional with extensive experience developing high performing, revenue generating sales channels. Extensive experience managing global key account relationships by building trusted partnerships with C-Level executives and providing outstanding relationship management. Expertise in working with Global Private Banks, Broker Dearler's, RIA's and Family Offices.Expertise across tranditional and alternative investments including Hedge Funds, Co-Investments, Private Credit, Private Equity and Real Assets.Registered Series 7 & 63.
Listed skills include Alternative Investments, Mutual Funds, Hedge Funds, Equities, and 11 others.
Current workplace
Keith Van Name's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Keith Van Name work experience
A career timeline built from the work history available for this profile.
Managing Director, Ria And Wealth Managers
Current
Jackson National Life Distributors Llc
Feb 2019 - Present
Senior Vice President, Private Wealth
Identified, developed, cultivated and advanced strategically important relationships within the broader wealth management channel. Including single and multi-family offices, RIA’s, Global Private Banks and Broker Dealers.
Apr 2017 - Oct 2018
Head Of International Relationship Management And Business Development
Developed and successfully executed targeted sales and marketing strategy to re-engage and overhaul underperforming businesses focusing on the distribution of Offshore Funds and sub-advisory customized solutions globally.
Jan 2011 - Feb 2017
Vice President Of Business Development
Developed and managed Financial Services Practice. Served investment banks; asset managers; brokerage and securities firms; life insurers and other diversified financial institutions to improve operational efficiency using SaaS.
Jul 2010 - Jan 2011
First Vice President
Idb Asset Management
Director of Operations and Distribution for Offshore Funds - Co-developed IDB Asset Management business focused on providing investment products for the Latin American Private Bank. Established business plan and executed roll-out of the Global Ascent Funds Limited, a Cayman Island global macro, market neutral absolute return fund.
Jan 2008 - Jul 2010
Senior Vice President
Head of Offshore Funds Business -Established a business plan and successfully rolled out an aggressive product and sales rationalization to maximize income potential. Re-focused sales efforts in LatAm NRA market and drove growth in core investment products.
Mar 2001 - May 2004
Senior Vice President
Zurich Scudder Investments
Managed all business and mutual fund operations. Oversee vendor relationships globally (transfer agents, custody banks and fund administrators) as well as internal resource groups (legal, human resources, finance and IT). Managed compliance activities relating to the registration of mutual funds in various countries around the world.
Mar 1996 - Mar 2001
Principal
Managed all business and mutual fund operations. Oversee vendor relationships globally (transfer agents, custody banks and fund administrators) as well as internal resource groups (legal, human resources, finance and IT). Managed compliance activities relating to the registration of mutual funds in various countries around the world.
Jan 1993 - Mar 1996
1 education record
Keith Van Name education
FAQ
Frequently asked questions about Keith Van Name
Quick answers generated from the profile data available on this page.
What company does Keith Van Name work for?
Keith Van Name works for Flourish.
What is Keith Van Name's role at Flourish?
Keith Van Name is listed as Head of Flourish Insurance Sales at Flourish.
What is Keith Van Name's email address?
AeroLeads has found 1 work email signal at @jackson.com for Keith Van Name at Flourish.
Where is Keith Van Name based?
Keith Van Name is based in Holmdel, New Jersey, United States while working with Flourish.
What companies has Keith Van Name worked for?
Keith Van Name has worked for Flourish, Jackson National Life Distributors Llc, Entrustpermal, Qs Investors, Llc, and Cartesian.
How can I contact Keith Van Name?
You can use AeroLeads to view verified contact signals for Keith Van Name at Flourish, including work email, phone, and LinkedIn data when available.
What schools did Keith Van Name attend?
Keith Van Name holds Bs, Accounting from Dowling College.
What skills is Keith Van Name known for?
Keith Van Name is listed with skills including Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, and Fixed Income.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Keith Van Name you were looking for.
View similar profiles
