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Keith O'Keefe, MBA, has a wealth of experience in marketing, finance, and business development. Keith is currently serving as the Director of Marketing and Business Development at Summit Alliance Companies. Prior to this, Keith worked as a Senior Financial Advisor at Raymond James Financial Services and as a Partner and Co-Founder at Intentional Wealth. Keith also held positions at Natixis Investment Managers, MetLife, Guardian Investor Services, Merrill Lynch, Recall, and the US Army, where they served as a Captain in the Infantry. With a strong background in various industries, Keith brings a diverse skill set to their role at Summit Alliance Companies.

Keith O'Keefe, MBA, has a BA in History & Political Science from Bridgewater College, which they obtained from 1993 to 1997. Keith also holds an MBA in Finance & Entrepreneurship from the D'Amore-McKim School of Business at Northeastern University, which they completed from 2008 to 2010.