Mark Keeling Cfa Cic
San Francisco, California, United States
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Mark Keeling Cfa Cic’s Email mkeeling@btrcap.com
Social Media
Mark Keeling Cfa Cic’s Location San Francisco, California, United States
Mark Keeling Cfa Cic’s Current Industry Wealth Enhancement
Mark Keeling Cfa Cic’s Prior Industry Btr Capital Management | Pillar Pacific Capital Management | Us Trust | Jurika And Voyles | First Interstate Bank | Chase Manhattan Investment Management | Gillespie Robinson | Jp Morgan Investment Management
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Work Experience
Wealth Enhancement
Senior VP Financial Advisor
2022-11-01 00:00:00 - PresentBtr Capital Management
Principal, Chief Investment Officer and Portfolio Manager
2009-07-01 00:00:00 - 2022-11-01 00:00:00Pillar Pacific Capital Management
Senior Portfolio Manager
2004-06-01 00:00:00 - 2009-06-01 00:00:00Us Trust
Vice President
2000-04-01 00:00:00 - 2004-06-01 00:00:00Jurika And Voyles
Vice President
1996-04-01 00:00:00 - 2000-04-01 00:00:00First Interstate Bank
Vice President & Director, Private Client Portfolio Management
1992-09-01 00:00:00 - 1996-04-01 00:00:00Chase Manhattan Investment Management
Vice President
1990-03-01 00:00:00 - 1992-09-01 00:00:00Gillespie Robinson
Vice President & Principal
1987-03-01 00:00:00 - 1989-12-01 00:00:00Jp Morgan Investment Management
Assistant Vice President
1981-08-01 00:00:00 - 1987-03-01 00:00:00