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@kefferfinancialplanning.com
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4 phones found area 630, 800, and 312
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LinkedIn matched
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William Keffer is listed as CFP®, ChFC, CLU, CDFA at Keffer Financial Planning, based in Wheaton, Illinois, United States. AeroLeads shows a work email signal at kefferfinancialplanning.com, phone signal with area code 630, 800, 312, and a matched LinkedIn profile for William Keffer.
William Keffer previously worked as Financial Advisor at Smith Barney and Vice President at North American Company For Life And Health Insurance. William Keffer holds Mba, Finance from St. Joseph'S University.
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AeroLeads found 1 current-domain work email signal for William Keffer. Compare company email patterns before reaching out.
As an hourly financial planner, I enjoy working with clients from all walks of life, regardless of asset level or income.Specialties: I offer comprehensive financial planning without product sales or asset based fees.
Listed skills include Training, Retirement Planning, Sales, Strategic Financial Planning, and 18 others.
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Hourly fee-only financial planning offered by Certified Financial Planner™ to help families, business owners, professionals and individuals achieve retirement and investment goals. Independent help with 401(k) plans, retirement income, paying for college, and insurance needs analysis are all offered without commissions or product sales.
Various management and marketing roles in the bank insurance business.
Responsibilities CMO: consumer and B2B marketing, research, training, and new products Product Manager: credit card, mortgage, direct response, and individual life businesses Accomplishments Innovated with telemarketing, new-customer direct mail, and term life telesales Initiated B2B marketing including themes, imagery, and coordinated components Orchestrated primary market research including focus groups and telephone surveys in the areas of life insurance, credit card protection, and bank client satisfaction Managed training department which conducted sessions for over 6,000 bank staffers in 1998, a 300% increase over 1995, resulting in 20% to 100% increases in sales production Researched, created, priced, and launched "Value-Priced" mortgage life and disability Managed product lines produced $90MM premium and over $5MM in profit
Responsibilities Manage credit card and collateral protection programs Accomplishments Nurtured credit card program growth from start-up to $40MM premium, $3MM profit Played key role in sales of programs at Citibank, Chase, Mellon, and others
Director of Sales, Financial Institutions Responsibilities: Sold debt-related insurance programs to banks and thrifts nationwide
Increased client base by over 50 banks
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William Keffer works for Keffer Financial Planning.
William Keffer is listed as CFP®, ChFC, CLU, CDFA at Keffer Financial Planning.
AeroLeads has found 1 work email signal at @kefferfinancialplanning.com for William Keffer at Keffer Financial Planning.
AeroLeads has found 4 phone signal(s) with area code 630, 800, 312 for William Keffer at Keffer Financial Planning.
William Keffer is based in Wheaton, Illinois, United States while working with Keffer Financial Planning.
William Keffer has worked for Keffer Financial Planning, Smith Barney, North American Company For Life And Health Insurance, Aig American General, and Uslife Agency Services.
You can use AeroLeads to view verified contact signals for William Keffer at Keffer Financial Planning, including work email, phone, and LinkedIn data when available.
William Keffer holds Mba, Finance from St. Joseph'S University.
William Keffer is listed with skills including Training, Retirement Planning, Sales, Strategic Financial Planning, Banking, Retirement, Insurance, and Start Ups.
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