Anne O’Keefe – Insurance Specialist:
Anne has been with The Partners Group since 2003. As a personal insurance specialist on the Wealth Management team, Anne offers expertise in personal and business life insurance, long-term disability insurance and long-term care insurance. Previously, Anne was an individual marketing consultant for a large insurance provider.
Anne’s level of experience and product knowledge gives her the ability to harness the marketplace for the benefit of our clients. Knowing how to customize products and which carriers work best with a client’s occupation and lifestyle, allows for the best coverage available to clients.
Anne holds her Life and Health license in Oregon and Washington.
When she’s not at work, Anne keeps very busy running, swimming, golfing, watching college football and spending time with her dog, Luka.
Events & Education:
Honored as a Guardian disability sales leader in 2010, 2011, 2012 and by MetLife in 2015
Bachelor of Science in Business Administration and Marketing from Ohio State University