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Keith D'Agostino
Senior Managing Director - Financial Advisor
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Keith D'Agostino

Senior Managing Director - Financial Advisor
Keith D'Agostino's distinguished career in the financial sector is a testament to his exceptional dedication and profound expertise. Initiating his career path at 21, he rapidly ascended to the esteemed role of Senior Managing Director Financial Advisor. This position encapsulates nearly three decades of unwavering commitment to the financial industry. His acquisition of critical industry licenses, including Series 7, 63, and 24, highlights his comprehensive grasp of financial regulations and a deep commitment to maintaining the highest industry standards. An alumnus of Hofstra University in New York, he earned his BBA degree, laying a solid foundation for his career marked by academic excellence and leadership. Raised in a vibrant Italian-American family in New York, he was instilled with a rich cultural perspective, significantly shaping his approach to his professional and personal endeavors. Professionally, he is acclaimed for his robust ethical standards and client-centric approach. His adept handling of the intricacies of the financial world has garnered him respect and trust from clients and admiration from his peers, cementing his status as a trusted advisor in the industry. Apart from his professional accolades, he is profoundly dedicated to his family, skillfully balancing his demanding career with his roles as a devoted husband and father to five children. This balance demonstrates his belief in the significance of family and personal fulfillment alongside professional success. His enthusiasm for sports, particularly baseball, extends beyond a hobby to a commitment to coaching young athletes. Through coaching, he imparts sports skills and essential life lessons in discipline, teamwork, and resilience. Furthermore, his engagement with the East Woods School board as a member and treasurer underscores his commitment to education and community involvement. These roles showcase his dedication to positively contributing to society and his belief in the transformative power of education. D'Agostino's life story is a compelling narrative that exemplifies how professional success and personal fulfillment can be harmoniously intertwined. His journey illustrates a remarkable blend of financial expertise, family devotion, community service, and ethical leadership, making him a role model for those aspiring to a balanced and impactful life.
Oyster Bay, NY, USA

专业背景

  • 目前状态
    就职中
  • 专业
    财务顾问
  • 产业
    基金会
  • 工作年资
    15 年以上 (15 年以上相关工作经验)
  • 管理经历
    我有管理 15 人以上的经验
  • 技能
    PowerPoint
    Word
    Excel
    Microsoft Office
  • 语言能力
    English
    进阶
  • 最高学历
    大学

求职偏好

  • 预期工作模式
    全职
    暂不考虑远端工作
  • 希望获得的职位
    Senior Managing Director
  • 期望的工作地点
    NYC, NY, USA
  • 接案服务

工作经验

尚无内容。

学历

尚无内容。

职场能力评价