Keith D. Kellum, CFP, CTFA

Strategize directly with clients, prospects, external advisors, and internal partners to develop integrated investment and estate plans for high net worth individuals and families.

• Lead estate-planning analyst for 7 offices in the Southeast US and investment analyst for 6 international offices.

• Contributed directly to $2.0 billion in new assets under management, generating $14.7 million in annual fee revenue.

• Encore Award recipient - BNY Mellon's highest tier of recognition - for contributions to new business in Atlanta.

• Authored external papers and presentations on financial education for millennials and estate planning strategies.

• Developed multicurrency portfolio analysis for international prospects.

Performed comprehensive risk analyses of prospective client investment portfolios, identifying areas for improvement.

• Built net worth statements, cash flow summaries, stock option charts, asset allocation projections, portfolio

backtesting, and estate tax calculations for clients and prospects.

• Received Local Spotlight Awards in 2012, 2013, and 2014.

Served as a main point-of-contact among Portfolio Managers, clients, and external advisors.

• Executed daily operations for $400 million in private client assets by processing IRA and trust distributions, trading

equity models, rebalancing portfolios, and maintaining accurate records for regulatory compliance.

• Served as a consultant for the development of a new asset allocation and Monte Carlo projection platform by reporting errors, testing fixes, and recommending structural and cosmetic design changes.

• Worked full-time in Pittsburgh during summer and part-time remotely from Davidson during senior year.

Prepared and presented new account documents and an overview of the bank's financial product line to multinational

business clients. Rotational period included foreign exchange trading and compliance.