Shawn O'Keefe-Summit Wealth Strategies, LLCIndependent wealth planning and investment management for pre and post retirees, in addition to tax deferral strategies prior to the sale of highly-appreciated assets.

Shawn O'Keefe 的邮箱和电话

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Shawn O'Keefe 当前工作场所

Summit Wealth Strategies, LLC

总部	425 S Cherry St, Denver, Colorado 80246, US
行业	financial services

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Shawn O'Keefe 简介

公司	Summit Wealth Strategies, LLC
职位	Founder \| Managing Director \| Sr. Wealth Advisor
地点	United States
LinkedIn	http://www.linkedin.com/in/shawn-g-o-keefe-4612b110
部门	c_suite
头衔	Independent wealth planning and investment management for pre and post retirees, in addition to tax deferral strategies prior to the sale of highly-appreciated assets.

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工作经历

Shawn O'Keefe

Summit Wealth Strategies, LLC Founder | Managing Director | Sr. Wealth Advisor

2014-01-01 -

Shawn O'Keefe

AXA Advisors, LLC Divisional Vice President

2011-10-01 - 2014-01-01

Shawn O'Keefe

Financial Sales Consultant-FSC Regional Manager

2007-06-01 - 2011-09-01

Shawn O'Keefe

General Agent/President and CEO in Denver

2001-11-01 - 2007-03-01

Shawn O'Keefe

Financial Advisor

1994-10-01 - 1997-02-01

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Shawn O'Keefe 在哪家公司工作？

Shawn O'Keefe 在 Summit Wealth Strategies, LLC 担任 Independent wealth planning and investment management for pre and post retirees, in addition to tax deferral strategies prior to the sale of highly-appreciated assets.

Shawn O'Keefe 在 Summit Wealth Strategies, LLC 的职位是什么？

Shawn O'Keefe 在 Summit Wealth Strategies, LLC 的职位是 Independent wealth planning and investment management for pre and post retirees, in addition to tax deferral strategies prior to the sale of highly-appreciated assets.