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M. Keith Medlock, CIMA®, CAIASM, AIF® Regional Director B. A. Mathematics, University
of Arkansas, 1994 Keith Medlock is a regional director for the Russell Investments. Keith’s responsibilities include business development, training and sales of Russell investment products through the financial advisors, branch offices and agencies of select broker/dealers, and insurance companies located in east Florida. Prior to joining Russell in 2007, Keith was a director and divisional managed accounts consultant at UBS Financial Services for five years. During this time he was responsible for marketing fee based investment solutions, separately managed accounts and mutual funds throughout the state of Florida. Keith worked as a wealth management analyst for UBS Financial Services for two years prior, where he provided asset allocation and investment solution analysis and recommendations to UBS financial advisors in the southeast. He began his financial career as an investment officer at Bradford Trust Company, a subsidiary of J.C. Bradford and Co. in 1999. Keith completed the IMCA Certified Investment Management Analyst program in 2003. He also completed the Center for Fiduciary Studies Accredited Investment Fiduciary program in 2004. In 2007 he completed the Chartered Alternative Investment Analyst program through the CAIA Association. |