Bryan P.

Keller
1730 D Street
Lincoln, NE 68502
610-202-4793 (Cell)
bryanpkeller@gmail.com

PROFESSIONAL OBJECTIVE
To obtain an Investment Management, Analytical or Research position that can effectively utilize my experiences within –
and passion for – the financial markets, provide ample learning and growth opportunities, all within an environment which
encourages independent and non-consensus thinking, on both an individual and team-oriented level.

EMPLOYMENT EXPERIENCE

KOBREN INSIGHT MANAGEMENT/E*TRADE WEALTH ADVISORS Lincoln, NE

Research Analyst Sept. 2006 to Current
• Current coverage responsibilities include Alternative, Small Cap and Mid Cap categories
• Support the Director of Research on the firm’s sector, asset and manager allocation decisions
• Directly support KIM Account Management in construction of unique accounts and client portfolio proposals
• Received highest “client service” ranking from KIM Account Managers of entire Research Department
• Hold direct interviews with current and prospective portfolio managers – have participated in over 300 PM interviews over
past two and one-half years
• Author of seven KIM Analyst Spotlights – three of which have been featured on SeekingAlpha.com, and one on
RealMoney.com
• Author of two E*Trade articles analyzing the impact of the 2008 Presidential Election – these articles were top historical
performers for E*Trade’s website
• Created and continue to monitor KIM Client Retention Study, presented findings to Senior E*TRADE management and KIM
DoR, COO and Account Management. Provide monthly updates to COO, DoR, Director of Sales
• Track and monitor performance and portfolio allocations on currently held investments, as well as prospective investments
and industry/category level data, on a daily basis
• Create formal weekly and monthly reports monitoring performance and risk characteristics of “watch list” and firm-held
investments
• Ad Hoc responsibilities include: weekly peer group rank report for firm-held investments, monthly sector relative valuation
report, 10-year index performance analysis, etc.

PNC ADVISORS Philadelphia, PA

Quantitative Equity Analyst -- Internship March 2005 to April 2006
• Provided support to two portfolio managers and three mutual fund products
• Supported Portfolio Managers and Analysts with research and support material for both long and short position trades
• Performed all trades for three active and two non-active model portfolios
• Supported Analysts with quantitative and qualitative reporting on both industry, sector and company specific levels
• Produced daily, weekly and monthly standard and ad hoc reports for a nationwide group of Analysts and Investment Officers

BLACKROCK ASSET MANAGEMENT Wilmington, DE

Mutual Fund Administration Analyst -- Internship March to September 2003
• Gathered, organized, processed and reported a variety of financial information used to compile annual and semi-annual
reports for 38 municipal and 8 taxable fixed income closed-end funds

EDUCATION

DREXEL UNIVERSITY Philadelphia, Pennsylvania

Bachelor of Science in Business Admin – 5 Yr Co-Op Program Sept. 2002 – Sept. 2006
Major: Finance

SKILLS

• Trained and proficient user of Morningstar Direct, • Professional stock trading experience
Morningstar Principia, MPI Stylus, Factset and Bloomberg • High level Excel capabilities
• Experience in financial/earnings reporting process • Quantitative stock analysis and research experience

LEADERSHIP, HONORS AND AWARDS

• Nominee for Drexel University Board of Governors • Recipient of Drexel University Senior Vice-President
• Held multiple leadership positions as collegiate undergrad Award
(President/Vice-Pres/Treasurer of Fraternity, President of IFC)

ACTIVITIES AND INTERESTS

• Actively manage personal portfolio of stocks, ETFs, mutual funds • Member of Alpha Tau Chapter, Tau Kappa Epsilon Fraternity
• Coach YMCA youth basketball winter league • Chapter Advisor to TKE Chapter, University of Nebraska
• Active in local recreational sport leagues (basketball, football) • CFA Level 1 Candidate, December 2009