Thomas J. Keefer Email & Phone Number

Greater Philadelphia

Wilmington, De, Us

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Wealth Investments, 1426 E. Lancaster Avenue, Berwyn, PA 19312. 610-359-6988.WSFS Bank and WSFS Wealth Investment are not registered as a Broker-Dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are separate from and not offered through Commonwealth.INVESTMENTS ARE NOT INSURED BY THE FDIC AND ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF, OR GUARANTEED BY, ANY DEPOSITORY INSTITUTION. FUNDS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL INVESTMENT.The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Pittsburgh, Pennsylvania, Us

Promoted to financial advisory team to develop and grow wealth management client base. Consulted on investment and insurance strategies and developed tailored financial plans for clients. Efficiently handled sales / service while creating new business opportunities for the wealth business and internal business partners.

Pittsburgh, Pennsylvania, Us

Managed branch customer experience by identifying opportunities to improve and grow the customer’s financial well-being. Collaborated consistently with over 10 internal bank partners including financial advisors, mortgage loan officers, business bankers and other bank channels to target and grow client relationships.

San Jose, Ca, Us

Hired to facilitate expansion in small business commercial loan market by leveraging an experienced and successful consultative sales approach in qualifying leads and converting opportunities to sales wins

West Chester, Pa, Us

Responsible for the growth and success of the Southern NJ sales territory. Canvassed, networked, and called on over 250 current and lost clients; targeted cold calling efforts to grow business. Achieved #1 US Sales Team status for Sales Year 2016

Villanova, Pa, Us

One year volunteer program living in Methuen, MA learning the basics of elementary school management. As Director of after-school care program, focused on tutoring struggling students, coaching, and running clubs

Conshohocken, Pa, Us

Supported a team of 20 individuals within the commercial banking group including relationship managers, portfolio managers and credit analysts on a number of projects in order to gain exposure to the various aspects of what is done to manage and grow the bank's commercial banking portfolio

Wayne, Pa, Us

Researched contacts at firm’s target investment banking firms to identify the best ones and update the marketing contact database.Researched Accountable Care Organizations, a new segment of the healthcare payment and administration market due to firm’s interest in possible future investments. Produced an insightful report for management’s consideration.

Bachelor Of Arts (B.A.), Economics

Education record