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Peter Keuls
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Peter Keuls

Global Head of Private Client
 
McLagan

06877, United States

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About Peter Keuls

 

 

Peter Keuls - Professional Experience:    

 

McLagan

Global Head of Private Client

Consulting

Stamford, CT US

09/1/2001 — Present

Global Head of firm's Private Client and Wealth Management practice.Lead growth of consulting services for brokerage firms, private banks and multi-family offices globally.Launched many important new services including financial benchmakring studies, private banker pay and performance reports and recruitment surveys tripling the business. Invented McLagan Practice Management Scorecard for Indpendent Financial Advisors Speaker at SIFMA Independent Firms Conference, Speaker at Financial Planning Association ConfererencLeading an Asia Wealth Management Forum in Singapore September 9, 2010 bringing wealth management leaders from around the world to discuss how to succeed in the very competitive Asia Wealth Management market

 

 

 

Peter Keuls - Education:     

 

Queens University

Business

Commerce

Kingston, CA

09/1/1983 — 05/1/1987

 

 

 

Peter Keuls - Interests:     

 

Skiing, fitness

 

 

 

 

 

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