Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.
Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.
He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.
Learn More: https://www.chalicenetwork.com/
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Dawn Morin, Branch Manager with Equity First Financial - March 1, 2024
- Interview with Paul Stawinski, Founder of CLU Wealth Advisors Discussing Inheritance Positioning - February 29, 2024
- Eric Payne – Owner of PR Design Build - February 28, 2024