Profile
Mr. Keith A.
Zanders is Chief Compliance Officer & Financial Advisors at Pinnacle Investments, LLC.
He joined Pinnacle Investments in 2010 as a Financial Advisor and Chief Compliance Officer, he specializes in managing portfolios on a discretionary basis for both retirement and individual accounts and assisting Pinnacle Investments with implementing its growth strategies.
Mr. Zanders began his career in the financial services industry in 2007 after relocating to Syracuse in 2005 from Long Island, to pursue a PhD in Entrepreneurship and Finance at Syracuse University’s Whitman School of Management.
He is a Financial Industry Regulatory Authority Financial & Operations Principal (Series 27), General Securities Principal (Series 24), General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), and New York State Insurance licensed for Life, Accident and Health.
Mr. Zanders earned his Masters of Business Administration degree, with a concentration in Entrepreneurial Finance, from the Darden Business School at the University of Virginia.
He also earned his Bachelors of Science degree from Syracuse University, where he currently teaches courses in Investments, Financial Planning, Corporate Finance and Financial Management as an adjunct professor.
Former positions of Keith Alan Zanders
Companies | Position | End |
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Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 31/05/2009 |
ESTEE LAUDER | Corporate Officer/Principal | 31/12/2001 |
Training of Keith Alan Zanders
University of Virginia | Masters Business Admin |
Syracuse University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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ESTEE LAUDER | Consumer Non-Durables |
Private companies | 1 |
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Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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