Michael Keffer Email and Phone Number
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I have worked in asset management with Eaton Vance/Morgan Stanley for almost 20 years. With 10+ years of product related experience, I currently oversee the Market Intelligence Group. I am responsible for adding value to the sales process by conducting research, communicating competitive advantages, and providing insight on opportunities for strategic development. Currently, my coverage includes mutual funds, ETFs, separate accounts, and institutional channels. With an extensive background working across the firm, I not only understand the goals of sales, marketing, and operations, but also how best to address the unique challenges each face. Top 5 CliftonStrengths: Maximizer | Achiever | Deliberative | Empathy | ConsistencyExpertise in Morningstar, Zephyr, eVestment, and Strategic Insight/SimFund software.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Vice President, Market Intelligence GroupMorgan Stanley Mar 2021 - PresentBoston, Massachusetts, United StatesManage the Market Intelligence Group, which gathers, analyzes, and summarizes market and competitor data to find opportunities and develop compelling sales deliverables used by multiple audiences. Partner with product and distribution teams to market product launches and drive awareness.With new MSIM resources, encourage opportunities for automation and advancement.
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Assistant Vice President, Research And Analytics ManagerEaton Vance Nov 2017 - Mar 2021Greater Boston AreaResponsible for the execution of Eaton Vance’s Monthly Market Monitor – a deep review of economic and asset class data used by thousands of clients and investment professionals. Collaborated with senior analysts at Calvert to develop and implement initiatives that support the company’s ESG sales efforts -
Assistant Vice President, Senior Product AnalystEaton Vance Nov 2016 - Nov 2017Greater Boston AreaUtilizing various sources, conducted in depth research of competitors across the retail, institutional and SMA marketplace. Information analyzed quantitatively and qualitatively in order to develop recommendations and address problems related to diversification, overexposure, and portfolio inefficiencies
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Senior Product AnalystEaton Vance Nov 2014 - Nov 2016Greater Boston AreaRelied upon to find and articulate thoughtful and compelling stories that showcased Eaton Vance’s strengths and competitive advantages. Deployed strong data analytics using best-in-class systems such as Morningstar, SimFund, eVestment, and Style Advisor.
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Product AnalystEaton Vance Feb 2009 - Nov 2014Greater Boston AreaCreated and delivered product based proposals that resulted in successful meetings, new business ventures, and strategic marketing initiatives. Worked with the investment teams to compile quarterly survey data to report to sponsor firms and consultant databases.
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Managed Account Operations SpecialistEaton Vance Mar 2006 - Feb 2009Greater Boston AreaProvided business and operational support to investment, sales, and trading personnel. Communicated extensively with clients to maintain high services levels while improving and strengthening operational procedures
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Mutual Fund OperationsEaton Vance Jun 2004 - Mar 2006Greater Boston AreaFront line support to shareholders and registered representatives on mutual fund accounts, services offered, and operational procedures
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Sales RepresentativeNorthwestern Mutual Oct 2003 - May 2004Providence, Rhode Island Area
Michael Keffer Skills
Michael Keffer Education Details
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Finance -
Master Of Business Administration (Mba)
Frequently Asked Questions about Michael Keffer
What company does Michael Keffer work for?
Michael Keffer works for Morgan Stanley
What is Michael Keffer's role at the current company?
Michael Keffer's current role is Vice President at Morgan Stanley Investment Management.
What is Michael Keffer's email address?
Michael Keffer's email address is mk****@****nce.com
What is Michael Keffer's direct phone number?
Michael Keffer's direct phone number is .800.225.6265 x *****
What schools did Michael Keffer attend?
Michael Keffer attended Providence College, Suffolk University - Sawyer School Of Management.
What skills is Michael Keffer known for?
Michael Keffer has skills like Product Management, Strategy And Analysis, Competitive Analysis, Customer Satisfaction, Mutual Funds, Problem Solving, Listening To Customers, Business, Marketing Strategy.
Who are Michael Keffer's colleagues?
Michael Keffer's colleagues are Elena Huang, Corey Fleisher, Miles Barakett, Manisha Gupta, Lacy Foreman Labbe, Irving Berman, George Quartaro.
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