Keith Eugene Dershem

Current Employers

Employment History

• 06/2001 → 12/2019
  Fifth Third Securities, Inc.
  Cincinnati, OH
• 01/2020 → 09/2021
  U.S. Bank
  Cincinnati, OH
• 09/2021 → Present
  Bartlett Wealth Management
  Cincinnati, OH

Previous Registrations

• 2020-02-21 → 2021-09-23
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
• 2014-12-09 → 2019-12-20
  Fifth Third Securities, Inc.
  Cincinnati, OH

Other Businesses

1) Cincinnati Estate Planning Council; not investment-related; Non-Profit; Board Member; 6/2019; 1-2 hours/month; 0 hours/trading; general guidance on direction and administration of organization. 2) Evans Scholars Foundation; not investment-related; Glenview, IL 60026; Non-Profit; Scholarship House Chairman; October 2019; 3 hours/month; 0 hours/trading; outside advisor for the Executive Board of the Miami University chapter. 3) Cincinnati Estate Planning Council; Not Investment-related; Cincinnati, OH; Non-profit; President; 06/2019; 1 to 2 hrs/month; 0 hr/trading; general guidance on direction and administration of organization. 4) St. Vincent de Paul Charitable Pharmacy; Not Investment-related; Cincinnati, OH; Non-profit; Board Member; 10/2022; 1 to 2 hrs/month; less than 1 hr/trading; general guidance on direction and administration of organization. 5) Western Golf Association; Not Investment-related; Glenview, IL 60026; Non-profit; Director; 1/2022; 1 to 2 hrs/month; less than 1 hr/trading; general guidance on direction and administration of organization. 6) National Association of Estate Planners & Councils (NAEPC); Not investment-related; Westlake, OH 44145; Non-profit; Council Relations Committee Member; <1 hr/month; 0 hrs trading; help educate member councils on NAEPC benefits

Exams

• S66 Uniform Combined State Law Examination
  2014-12-09

Designations