Kim A. Keaton
Geen lopende functies
Profiel
Ms. Kim A.
Keaton is a Senior Associate at Atlantic Trust Private Wealth Management.
Prior to joining Atlantic Trust Private Wealth Management in 2010, Ms. Keaton worked as an executive benefits account manager with Lockton Companies and was a sales assistant with Strategic Financial Partners.
Ms. Keaton earned a BA from the University of Central Oklahoma.
Eerdere bekende functies van Kim A. Keaton
| Bedrijven | Functie | Einde |
|---|---|---|
Lockton Cos. LLC
 Lockton Cos. LLC Insurance Brokers/ServicesFinance Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
SFP Benefits LLC
 SFP Benefits LLC Investment ManagersFinance SFP Benefits LLC provides investment and financial advisory services. The firm offers estate and legacy services, wealth strategies, and business services. The company was founded in 1933 and is headquartered in Memphis, TN. | Corporate Officer/Principal | - |
| University of Central Oklahoma | Corporate Officer/Principal | 04-05-2011 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Lockton Cos. LLC
Lockton Cos. LLC Insurance Brokers/ServicesFinance Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO. | Finance |
SFP Benefits LLC
SFP Benefits LLC Investment ManagersFinance SFP Benefits LLC provides investment and financial advisory services. The firm offers estate and legacy services, wealth strategies, and business services. The company was founded in 1933 and is headquartered in Memphis, TN. | Finance |
