Key Private Bank
Key Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Key Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Key Private Bank Salaries. You can even request information on how much does Key Private Bank pay if you want to. Learn about salaries, pros and cons of working for Key Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
121 Key Private Bank employees in database. Find out everything there's to know about Key Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Key Private Bank Employees
Employee
Years
Job
Industry
Alex Drummond Alex Drummond's Key Private Bank Experience 2012 - 2014
Job Calculus Teacher at DSST Public Schools
Industry Education Management
Experience
Denver School of Science & Technology 2015 - Present
NCAA 2012 - Present
High School Basketball 2007 - Present
East High School, DPS 2014 - 2015
Key Private Bank 2012 - 2014
Purdue University 2007 - 2012
National Junior Tennis League of Indianapolis 2007 - 2012
Skills
Leadership, Sports, Sales, Facebook, Nonprofits, Fundraising, Analysis
Education
Purdue University
BS, Financial Planning & Counseling
University of Denver
MA, Curriculum & Instruction
Denver School of Science & Technology 2015 - Present
NCAA 2012 - Present
High School Basketball 2007 - Present
East High School, DPS 2014 - 2015
Key Private Bank 2012 - 2014
Purdue University 2007 - 2012
National Junior Tennis League of Indianapolis 2007 - 2012
Skills
Leadership, Sports, Sales, Facebook, Nonprofits, Fundraising, Analysis
Education
Purdue University
BS, Financial Planning & Counseling
University of Denver
MA, Curriculum & Instruction
Aaron Nuti, CFA, CAIA Aaron Nuti, CFA, CAIA's Key Private Bank Experience October 2005 - December 2011
Job Advisor | Wealth Management | Investment Management at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management January 2012 - Present
Key Private Bank October 2005 - December 2011
McDonald Investments Inc March 2003 - October 2005
Skills
Wealth Management, Personal Financial..., Investment Management, Asset Allocation, Investment Strategies, Investment Policy, Alternative Investments, Collaboration
Education
John Carroll University 1997 — 2002
MBA & BSBA, Business Administration & Finance
Mentor High School 1995 — 1997
Fairport Asset Management January 2012 - Present
Key Private Bank October 2005 - December 2011
McDonald Investments Inc March 2003 - October 2005
Skills
Wealth Management, Personal Financial..., Investment Management, Asset Allocation, Investment Strategies, Investment Policy, Alternative Investments, Collaboration
Education
John Carroll University 1997 — 2002
MBA & BSBA, Business Administration & Finance
Mentor High School 1995 — 1997
Karen Gudknecht CFP® CWS® Karen Gudknecht CFP® CWS®'s Key Private Bank Experience October 2002 - March 2012
Job Wealth Advisor at Regions Private Wealth Management
Industry Financial Services
Experience
Key Private Bank October 2002 - March 2012
BMO Harris Bank January 2001 - October 2002
SunTrust Bank December 1986 - October 2001
Skills
Loans, Credit, Financial Planning, Estate Planning, Banking, Investments, Mortgage Lending, Wealth Management, Private Banking, Series 7, Strategic Financial..., Alternative Investments, Life Insurance, Business Development, Investment Advisory, Mutual Funds, Investment Management, Retirement Planning, Wealth, Wealth Management..., Finance, Financial Services, Insurance, Financial Analysis, Asset Management, Asset Allocation, Investment Strategies, Commercial Lending
Education
University of Wisconsin-Madison
B.A., School of Letters & Science
St. Olaf College
Liberal Arts and Sciences/Liberal Studies
Key Private Bank October 2002 - March 2012
BMO Harris Bank January 2001 - October 2002
SunTrust Bank December 1986 - October 2001
Skills
Loans, Credit, Financial Planning, Estate Planning, Banking, Investments, Mortgage Lending, Wealth Management, Private Banking, Series 7, Strategic Financial..., Alternative Investments, Life Insurance, Business Development, Investment Advisory, Mutual Funds, Investment Management, Retirement Planning, Wealth, Wealth Management..., Finance, Financial Services, Insurance, Financial Analysis, Asset Management, Asset Allocation, Investment Strategies, Commercial Lending
Education
University of Wisconsin-Madison
B.A., School of Letters & Science
St. Olaf College
Liberal Arts and Sciences/Liberal Studies
Jamie Bosse, CFP® Jamie Bosse, CFP®'s Key Private Bank Experience December 2008 - August 2013
Job Financial Planner at KHC Wealth Management
Industry Financial Services
Experience
KHC Wealth Management September 2013 - Present
Financial Planning Association (FPA) of Oregon & SW Washington January 2013 - September 2013
Key Private Bank December 2008 - August 2013
Key Private Bank April 2007 - December 2008
Saunders & Associates, Financial Management January 2005 - January 2007
Education
Kansas State University 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Planning
KHC Wealth Management September 2013 - Present
Financial Planning Association (FPA) of Oregon & SW Washington January 2013 - September 2013
Key Private Bank December 2008 - August 2013
Key Private Bank April 2007 - December 2008
Saunders & Associates, Financial Management January 2005 - January 2007
Education
Kansas State University 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Planning
Cameron Barrows's Key Private Bank Experience August 2015 - Present
Job Committed Financial Services Professional focused on your individual goals
Industry Banking
Experience
Key Private Bank August 2015 - Present
KeyBank December 2014 - August 2015
Wells Fargo July 2013 - December 2014
US Army May 2003 - December 2014
NYLIFE Securities LLC July 2012 - July 2013
Apple Retail July 2011 - August 2012
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Multi Tasking, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Military Operations, Cpr Certified, Emergency Management, Financial Services, Operational Planning, HIPAA, Fixed Annuities, Finance, Public Speaking, Whole Life, Military Experience, Long Term Care Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement, Leadership, Government, Budgets, Analysis, Outlook, Policy, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Healthcare
Education
Alaska Pacific University 2014 — 2016
Master of Business Administration (MBA), Finance, General
College for Financial Planning 2014 — 2016
Certified Financial Planner
University of Alaska Anchorage 2008 — 2012
Bachelors of Arts, Political Science
Key Private Bank August 2015 - Present
KeyBank December 2014 - August 2015
Wells Fargo July 2013 - December 2014
US Army May 2003 - December 2014
NYLIFE Securities LLC July 2012 - July 2013
Apple Retail July 2011 - August 2012
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Multi Tasking, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Military Operations, Cpr Certified, Emergency Management, Financial Services, Operational Planning, HIPAA, Fixed Annuities, Finance, Public Speaking, Whole Life, Military Experience, Long Term Care Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement, Leadership, Government, Budgets, Analysis, Outlook, Policy, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Healthcare
Education
Alaska Pacific University 2014 — 2016
Master of Business Administration (MBA), Finance, General
College for Financial Planning 2014 — 2016
Certified Financial Planner
University of Alaska Anchorage 2008 — 2012
Bachelors of Arts, Political Science
David Boffa David Boffa's Key Private Bank Experience February 2007 - February 2009
Job Business Development Consultant at Comprehensive Planning, Inc.
Industry Financial Services
Experience
Comprehensive Planning, Inc. March 2009 - Present
Battered Women Shelter January 2009 - Present
Rape Crisis Center of Medina and Summit Counties January 2009 - Present
Key Private Bank February 2007 - February 2009
McDonald Investments 2002 - 2006
Pacific Life 1996 - 2001
Skills
Series 7, Series 63, Investments, Life, Health and..., Financial Planning, Securities, Estate Planning, Succession Planning, Annuities, Financial Analysis, Insurance, Risk Management, Wealth Management, Retirement Planning, Asset, Funding, Compliance, Options, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Advisory, Retirement, 401k, Investment Strategies, Wealth Management...
Education
Kent State University 1987 — 1991
Economics
Granville high
Comprehensive Planning, Inc. March 2009 - Present
Battered Women Shelter January 2009 - Present
Rape Crisis Center of Medina and Summit Counties January 2009 - Present
Key Private Bank February 2007 - February 2009
McDonald Investments 2002 - 2006
Pacific Life 1996 - 2001
Skills
Series 7, Series 63, Investments, Life, Health and..., Financial Planning, Securities, Estate Planning, Succession Planning, Annuities, Financial Analysis, Insurance, Risk Management, Wealth Management, Retirement Planning, Asset, Funding, Compliance, Options, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Advisory, Retirement, 401k, Investment Strategies, Wealth Management...
Education
Kent State University 1987 — 1991
Economics
Granville high
Scott Moulton Scott Moulton's Key Private Bank Experience April 2012 - June 2013
Job Regional Sales Executive Consumer and Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Cody Reaves Cody Reaves's Key Private Bank Experience August 2011 - September 2014
Job Wealth Client Associate at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Alan Ford's Key Private Bank Experience January 2015 - Present
Job Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank January 2015 - Present
Key Private Bank April 2012 - January 2015
Garrow Equity LLC October 2008 - April 2012
Keller Williams Realty March 2008 - October 2009
Skills
Business, Business Development, CRM, Customer Service, Key Client Relationships, Leadership, Loans, Management, Management Consulting, Marketing, Portfolio Management, Private Banking, Private Equity, Process Improvement, Program Management, Real Estate, Residential Homes, Strategic Planning, Valuation, Finance, Public Speaking, Contract Negotiation
Education
Portland State University 2004 — 2006
Master of Arts (M.A.), Public Administration
Western Seminary 1989 — 1991
Master of Arts (M.A.), Education
Azusa Pacific University 1984 — 1987
Bachelor of Arts (B.A.), Business Administration
Key Private Bank January 2015 - Present
Key Private Bank April 2012 - January 2015
Garrow Equity LLC October 2008 - April 2012
Keller Williams Realty March 2008 - October 2009
Skills
Business, Business Development, CRM, Customer Service, Key Client Relationships, Leadership, Loans, Management, Management Consulting, Marketing, Portfolio Management, Private Banking, Private Equity, Process Improvement, Program Management, Real Estate, Residential Homes, Strategic Planning, Valuation, Finance, Public Speaking, Contract Negotiation
Education
Portland State University 2004 — 2006
Master of Arts (M.A.), Public Administration
Western Seminary 1989 — 1991
Master of Arts (M.A.), Education
Azusa Pacific University 1984 — 1987
Bachelor of Arts (B.A.), Business Administration
Catherine Maki Catherine Maki's Key Private Bank Experience August 2014 - Present
Job Vice President/Portfolio Manager with Key Private Bank
Industry Financial Services
Experience
Key Private Bank August 2014 - Present
Insight Financial Group January 2005 - September 2010
National City Bank June 2000 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Strategic Planning, Budgets, Financial Services, Portfolio Management
Education
Lawrence Technological University
Bachelor of Science, Business Administration and Finance
Key Private Bank August 2014 - Present
Insight Financial Group January 2005 - September 2010
National City Bank June 2000 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Strategic Planning, Budgets, Financial Services, Portfolio Management
Education
Lawrence Technological University
Bachelor of Science, Business Administration and Finance
Holly Goodstein Stokes Holly Goodstein Stokes's Key Private Bank Experience June 2012 - Present
Job Board Member President Elect at Action for Children
Industry Banking
Experience
Key Private Bank June 2012 - Present
Action for Children May 2012 - Present
PNC Wealth Management January 2000 - June 2012
Columbus Kiwanis September 2008 - September 2010
Skills
Wealth Management..., Private Banking, Investment Management, Commercial Banking, Mortgage Lending, Leadership Development, Treasury Management, Sales Management
Education
Franklin University 2003 — 2005
MBA, Business Administration
The Ohio State University
Bachelors, Psychology
Key Private Bank June 2012 - Present
Action for Children May 2012 - Present
PNC Wealth Management January 2000 - June 2012
Columbus Kiwanis September 2008 - September 2010
Skills
Wealth Management..., Private Banking, Investment Management, Commercial Banking, Mortgage Lending, Leadership Development, Treasury Management, Sales Management
Education
Franklin University 2003 — 2005
MBA, Business Administration
The Ohio State University
Bachelors, Psychology
Paul Lehman, CFA, CFP® Paul Lehman, CFA, CFP®'s Key Private Bank Experience April 1986 - April 2013
Job Principal at Newgrange Asset Management LLC
Industry Financial Services
Experience
Newgrange Asset Management LLC, Registered Investment Advisor September 2013 - Present
KeyBank April 1986 - April 2013
Key Private Bank April 1986 - April 2013
Skills
Asset Management, Mutual Funds, Wealth Management, Finance, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation
Education
Cleveland State University
Master of Business Administration (MBA), Finance
John Carroll University
B.A., Sociology
Chartered Financial Analyst
Certified Financial Planner
Newgrange Asset Management LLC, Registered Investment Advisor September 2013 - Present
KeyBank April 1986 - April 2013
Key Private Bank April 1986 - April 2013
Skills
Asset Management, Mutual Funds, Wealth Management, Finance, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation
Education
Cleveland State University
Master of Business Administration (MBA), Finance
John Carroll University
B.A., Sociology
Chartered Financial Analyst
Certified Financial Planner
Jamie Scotland, CFP® Jamie Scotland, CFP®'s Key Private Bank Experience December 2010 - Present
Job Senior Financial Planner at Key Private Bank
Industry Banking
Experience
Key Private Bank December 2010 - Present
M&T Bank May 2005 - November 2010
United States Air Force October 1983 - October 2003
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Management..., Private Banking, Asset Allocation, Financial Advisory, Wealth, Mutual Funds, Investment Management, Small Business, Teaching, Retirement, Business Transition...
Education
The University of North Dakota 1986 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
Norwich University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Key Private Bank December 2010 - Present
M&T Bank May 2005 - November 2010
United States Air Force October 1983 - October 2003
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Management..., Private Banking, Asset Allocation, Financial Advisory, Wealth, Mutual Funds, Investment Management, Small Business, Teaching, Retirement, Business Transition...
Education
The University of North Dakota 1986 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
Norwich University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Greg Staab's Key Private Bank Experience April 2000 - July 2007
Job Senior Practice Management Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
Key Private Bank April 2000 - July 2007
Key PrivateBank April 2000 - October 2003
Bank One of Indiana February 1997 - April 2000
First Chicago NBD February 1994 - February 1997
Indiana National Bank March 1986 - February 1994
Skills
Business Planning, Financial Advisory, Sales Management, Strategic Consulting, CRM, Financial Services, Content Management, Product Management, Contact Management, Training, Wealth, Marketing Strategy, Program Management, Management
Education
Indiana University Bloomington 1978 — 1982
Bachelor's degree, Marketing/Advertising
UBS Financial Services August 2007 - Present
Key Private Bank April 2000 - July 2007
Key PrivateBank April 2000 - October 2003
Bank One of Indiana February 1997 - April 2000
First Chicago NBD February 1994 - February 1997
Indiana National Bank March 1986 - February 1994
Skills
Business Planning, Financial Advisory, Sales Management, Strategic Consulting, CRM, Financial Services, Content Management, Product Management, Contact Management, Training, Wealth, Marketing Strategy, Program Management, Management
Education
Indiana University Bloomington 1978 — 1982
Bachelor's degree, Marketing/Advertising
Naoko Huffman Naoko Huffman's Key Private Bank Experience June 2014 - Present
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank June 2014 - Present
Skills
Estate Planning, Investments, Investment Management, Retirement, Finance, Equities, Wealth, Wealth Management..., Asset Allocation, High Net Worth..., Retirement Planning, Investment Advisory, Investment Strategies
Education
Golden Gate University in Seattle
Master of Science
Seattle University
Bachelor of Arts
Kinjo University
Bachelor of Arts
Key Private Bank June 2014 - Present
Skills
Estate Planning, Investments, Investment Management, Retirement, Finance, Equities, Wealth, Wealth Management..., Asset Allocation, High Net Worth..., Retirement Planning, Investment Advisory, Investment Strategies
Education
Golden Gate University in Seattle
Master of Science
Seattle University
Bachelor of Arts
Kinjo University
Bachelor of Arts
Paul Chmielewski Paul Chmielewski's Key Private Bank Experience February 2014 - Present
Job Wealth Management
Industry Investment Management
Experience
Key Private Bank February 2014 - Present
BNY Mellon Wealth Management October 2010 - December 2013
Private Law Firm June 1995 - October 2010
Skills
Estate Planning, Wealth, Wealth Management, Business Succession..., Succession Planning, Asset Protection, Wealth Management..., High Net Worth..., Strategic Financial..., Trusts, Financial Planners, Small Business, Wills, Estate Administration, Family Office, Estate Tax Planning, Trust Services, Tax Law, Private Banking, Estate Law, Investments, Charities, Investment Management, Securities, LLC, Powers of Attorney, Fiduciary, Business Formation, Business Transactions, Corporate Law, Corporate Governance, Charitable Trusts, Alternative Investments, Mediation, Real Estate, Dispute Resolution, Legal Assistance, Litigation, Elder Law, Legal Writing, Legal Advice, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
LL.M., Taxation
Florida State University College of Law 1992 — 1995
J.D., Law
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Finance, General
Key Private Bank February 2014 - Present
BNY Mellon Wealth Management October 2010 - December 2013
Private Law Firm June 1995 - October 2010
Skills
Estate Planning, Wealth, Wealth Management, Business Succession..., Succession Planning, Asset Protection, Wealth Management..., High Net Worth..., Strategic Financial..., Trusts, Financial Planners, Small Business, Wills, Estate Administration, Family Office, Estate Tax Planning, Trust Services, Tax Law, Private Banking, Estate Law, Investments, Charities, Investment Management, Securities, LLC, Powers of Attorney, Fiduciary, Business Formation, Business Transactions, Corporate Law, Corporate Governance, Charitable Trusts, Alternative Investments, Mediation, Real Estate, Dispute Resolution, Legal Assistance, Litigation, Elder Law, Legal Writing, Legal Advice, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
LL.M., Taxation
Florida State University College of Law 1992 — 1995
J.D., Law
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Finance, General
Celeste Collier, CFP®'s Key Private Bank Experience October 2013 - Present
Job VP, Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank October 2013 - Present
Skills
Private Banking, Wealth Management..., Investment Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Alternative Investments, Leadership Development, Project Management, Team Management, Wealth Management, Financial Analysis, Estate Planning
Education
University of Dayton
BS
Key Private Bank October 2013 - Present
Skills
Private Banking, Wealth Management..., Investment Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Alternative Investments, Leadership Development, Project Management, Team Management, Wealth Management, Financial Analysis, Estate Planning
Education
University of Dayton
BS
Christine Beacham Christine Beacham's Key Private Bank Experience July 2014 - Present
Job Key Private Bank
Industry Banking
Experience
Key Private Bank July 2014 - Present
Belfast Area Chamber of Commerce 2014 - 2014
Skills
Business Analysis, Customer Service, Project Management, Microsoft Office, Sales, Strategic Planning, Training, Process Improvement, Analysis, PowerPoint, Banking, Team Building, Change Management, Microsoft Word, Leadership, Risk Management, Credit, Management, Loans, Credit Analysis, Financial Analysis, Event Planning, Consumer Lending, Marketing
Education
Elon University 1989 — 1991
Bachelor's degree, Broadcast Journalism
University of Maine
Master of Business Administration (M.B.A.), Business Administration and Management, General
Key Private Bank July 2014 - Present
Belfast Area Chamber of Commerce 2014 - 2014
Skills
Business Analysis, Customer Service, Project Management, Microsoft Office, Sales, Strategic Planning, Training, Process Improvement, Analysis, PowerPoint, Banking, Team Building, Change Management, Microsoft Word, Leadership, Risk Management, Credit, Management, Loans, Credit Analysis, Financial Analysis, Event Planning, Consumer Lending, Marketing
Education
Elon University 1989 — 1991
Bachelor's degree, Broadcast Journalism
University of Maine
Master of Business Administration (M.B.A.), Business Administration and Management, General
Shane Martens's Key Private Bank Experience November 2014 - Present
Job Relationship Manager at Key Bank
Industry Financial Services
Experience
Key Private Bank November 2014 - Present
PNC Wealth Management October 2009 - November 2014
Skills
Series 7, series 66, Wealth Management, Portfolio Management, Banking, Credit, Mutual Funds, Loans, Investments, Relationship Management, Equities, Asset Management, Private Banking
Education
Indiana University Bloomington 1987 — 1990
Bachelor of Science (BS)
Key Private Bank November 2014 - Present
PNC Wealth Management October 2009 - November 2014
Skills
Series 7, series 66, Wealth Management, Portfolio Management, Banking, Credit, Mutual Funds, Loans, Investments, Relationship Management, Equities, Asset Management, Private Banking
Education
Indiana University Bloomington 1987 — 1990
Bachelor of Science (BS)
Robert McDowell Robert McDowell's Key Private Bank Experience 2014 - Present
Job Wealth Mgmt Vice President/Relationship Manager
Industry Financial Services
Experience
Key Private Bank 2014 - Present
The Cleveland Foundation 2012 - 2014
Merrill Lynch/Bank of America 2010 - 2012
The Private Trust Company 2005 - 2010
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Business Development, CRM, Wealth Management..., Fundraising, Strategic Financial..., Retirement Planning, Series 63, Asset Management, Financial Advisory, Investments, IRAs, Private Banking, Retirement, Portfolio Management, Series 7, Investment Management, Uniform Combined State..., Wealth, Trusts, Banking, Investment Strategies, Relationship Management, Financial Services, 401k, Investment Advisory, Securities, Mutual Funds, Alternative Investments, FINRA, Equities, Loans, Fixed Annuities, Financial Planning
Education
University of Akron School of Law
Juris Doctor, Law
The University of Akron
MBA, Business Administration
John Carroll University
BSBA, Business Management
Key Private Bank 2014 - Present
The Cleveland Foundation 2012 - 2014
Merrill Lynch/Bank of America 2010 - 2012
The Private Trust Company 2005 - 2010
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Business Development, CRM, Wealth Management..., Fundraising, Strategic Financial..., Retirement Planning, Series 63, Asset Management, Financial Advisory, Investments, IRAs, Private Banking, Retirement, Portfolio Management, Series 7, Investment Management, Uniform Combined State..., Wealth, Trusts, Banking, Investment Strategies, Relationship Management, Financial Services, 401k, Investment Advisory, Securities, Mutual Funds, Alternative Investments, FINRA, Equities, Loans, Fixed Annuities, Financial Planning
Education
University of Akron School of Law
Juris Doctor, Law
The University of Akron
MBA, Business Administration
John Carroll University
BSBA, Business Management
Nick Perry, CFA Nick Perry, CFA's Key Private Bank Experience June 2014 - Present
Job Vice President, Relationship Manager at Key Private Bank
Industry Investment Management
Experience
Key Private Bank June 2014 - Present
Skills
Equities, Investments, Portfolio Management, Private Equity, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management, Venture Capital, Financial Advisory, Due Diligence, Strategy, Financial Analysis
Education
Brigham Young University, Marriott School of Management
MBA
Arizona State University, W. P. Carey School of Business
Bachelor of Science Degrees
CFA Charterholder
Key Private Bank June 2014 - Present
Skills
Equities, Investments, Portfolio Management, Private Equity, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management, Venture Capital, Financial Advisory, Due Diligence, Strategy, Financial Analysis
Education
Brigham Young University, Marriott School of Management
MBA
Arizona State University, W. P. Carey School of Business
Bachelor of Science Degrees
CFA Charterholder
Brendon Tripodo Brendon Tripodo's Key Private Bank Experience March 2012 - Present
Job Market Manager Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Ierlee Wozniak, CTFA Ierlee Wozniak, CTFA's Key Private Bank Experience July 2012 - April 2013
Job Certified Trust and Financial Advisor
Industry Banking
Experience
KeyBank August 1993 - Present
Key Private Bank July 2012 - April 2013
Key Private Bank January 2002 - June 2012
KeyBank August 1998 - November 2002
KeyBank May 1997 - August 1998
KeyBank July 1996 - May 1997
KeyBank August 1993 - July 1996
Dover-Phila Federal Credit Union May 1992 - August 1993
Skills
Wealth Management, Private Banking, Trust Services, High Net Worth..., Portfolio Management, Banking, Windows, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Trusts, Relationship Management, Wealth Management..., Wealth, Trust Management, IRAs, Estate Administration, Estate Planning, Asset Management, Investment Management, Finance
Education
Mount Union College 1993 — 1996
Bachelor of Arts (BA), Finance, General
Tuscarawas Central Catholic High School 1987 — 1991
KeyBank August 1993 - Present
Key Private Bank July 2012 - April 2013
Key Private Bank January 2002 - June 2012
KeyBank August 1998 - November 2002
KeyBank May 1997 - August 1998
KeyBank July 1996 - May 1997
KeyBank August 1993 - July 1996
Dover-Phila Federal Credit Union May 1992 - August 1993
Skills
Wealth Management, Private Banking, Trust Services, High Net Worth..., Portfolio Management, Banking, Windows, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Trusts, Relationship Management, Wealth Management..., Wealth, Trust Management, IRAs, Estate Administration, Estate Planning, Asset Management, Investment Management, Finance
Education
Mount Union College 1993 — 1996
Bachelor of Arts (BA), Finance, General
Tuscarawas Central Catholic High School 1987 — 1991
Tom Wilson, CFA Tom Wilson, CFA's Key Private Bank Experience July 2013 - December 2014
Job Director Investment Banking
Industry Investment Banking
Experience
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Chris Fout, CFP® Chris Fout, CFP®'s Key Private Bank Experience 2008 - Present
Job Senior Financial Planner/ Vice President
Industry Banking
Experience
Key Private Bank 2008 - Present
Roby Financial 2006 - 2007
es/drake 2000 - 2004
Advantage 1997 - 2000
Skills
Loans, Banking, Investments, Commercial Banking, Credit, Estate Planning, Small Business Lending, Mortgage Lending, Financial Advisory, Portfolio Management, Financial Planners, Wealth Management, Consumer Lending, Finance, Retirement Planning, Commercial Lending, Credit Analysis, Strategic Financial..., Financial Analysis, Retail Banking
Education
Concordia School of Law 2014 — 2018
Juris Doctor (J.D.)
Boise State University 2000 — 2006
B.A., Philosophy
Key Private Bank 2008 - Present
Roby Financial 2006 - 2007
es/drake 2000 - 2004
Advantage 1997 - 2000
Skills
Loans, Banking, Investments, Commercial Banking, Credit, Estate Planning, Small Business Lending, Mortgage Lending, Financial Advisory, Portfolio Management, Financial Planners, Wealth Management, Consumer Lending, Finance, Retirement Planning, Commercial Lending, Credit Analysis, Strategic Financial..., Financial Analysis, Retail Banking
Education
Concordia School of Law 2014 — 2018
Juris Doctor (J.D.)
Boise State University 2000 — 2006
B.A., Philosophy
Andres Arsuaga Andres Arsuaga's Key Private Bank Experience September 2013 - August 2014
Job Financial Institutions Group Associate at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation September 2014 - Present
Key Private Bank September 2013 - August 2014
KeyBank March 2013 - September 2013
KeyBank September 2012 - March 2013
KeyBank January 2012 - September 2012
The Ministry of Education of Spain September 2010 - June 2011
Meridian Capital Management Group December 2009 - December 2009
Colliers International June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Microsoft Excel, Bloomberg, Banking, Risk Management, Valuation, Credit, Investments, Equities, Credit Risk, Mutual Funds, Microsoft Access, Microsoft Office, Moody's Credit Edge, Morningstar Direct, SharePoint, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
BSBA, Finance
Sumitomo Mitsui Banking Corporation September 2014 - Present
Key Private Bank September 2013 - August 2014
KeyBank March 2013 - September 2013
KeyBank September 2012 - March 2013
KeyBank January 2012 - September 2012
The Ministry of Education of Spain September 2010 - June 2011
Meridian Capital Management Group December 2009 - December 2009
Colliers International June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Microsoft Excel, Bloomberg, Banking, Risk Management, Valuation, Credit, Investments, Equities, Credit Risk, Mutual Funds, Microsoft Access, Microsoft Office, Moody's Credit Edge, Morningstar Direct, SharePoint, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
BSBA, Finance
Tiffany Koenig Tiffany Koenig's Key Private Bank Experience 2005 - January 2014
Job SVP, Managing Director, Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2014 - Present
Key Private Bank 2005 - January 2014
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Credit, Credit Analysis, Credit Risk, Lines Of Credit, Retail Banking, Commercial Mortgages, Loan Origination, Consumer Lending, Mortgage Lending, Small Business Lending, Portfolio Management
Education
Pacific Coast Banking School 2011 — 2013
University of Puget Sound
Bachelor of Arts (B.A.), Political Science and Government
U.S. Bank January 2014 - Present
Key Private Bank 2005 - January 2014
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Credit, Credit Analysis, Credit Risk, Lines Of Credit, Retail Banking, Commercial Mortgages, Loan Origination, Consumer Lending, Mortgage Lending, Small Business Lending, Portfolio Management
Education
Pacific Coast Banking School 2011 — 2013
University of Puget Sound
Bachelor of Arts (B.A.), Political Science and Government
Linda Mauzy, CFA Linda Mauzy, CFA's Key Private Bank Experience August 2009 - October 2013
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 2013 - Present
Mauzy Digital Media 2001 - Present
Key Private Bank August 2009 - October 2013
Private Family Trust 2001 - August 2009
Tamarac Inc. 2000 - 2001
Parametric 1992 - 1999
GW Capital, Inc 1991 - 1992
Parametric 1988 - 1991
Composite Research and Management 1986 - 1989
Skills
Portfolio Management, Quantitative Analysis, Asset Allocation, Alternative Investments, Investments, Private Wealth..., Institutional Clients, Equities, Fixed Income, Leadership Development, Mutual Funds, Asset Managment, Equity Research, Wealth Management..., Hedge Funds, Finance, Bonds, Asset Management, Financial Modeling, High Net Worth..., ETFs, Investment Management, Quantitative Analytics, Institutional...
Education
University of California, Santa Barbara 1985 — 1986
Masters, Economics
Humboldt State University 1978 — 1983
Bachelors, Chemistry
Fuller Theological Seminary 2006 — 2008
Theology
Wells Fargo November 2013 - Present
Mauzy Digital Media 2001 - Present
Key Private Bank August 2009 - October 2013
Private Family Trust 2001 - August 2009
Tamarac Inc. 2000 - 2001
Parametric 1992 - 1999
GW Capital, Inc 1991 - 1992
Parametric 1988 - 1991
Composite Research and Management 1986 - 1989
Skills
Portfolio Management, Quantitative Analysis, Asset Allocation, Alternative Investments, Investments, Private Wealth..., Institutional Clients, Equities, Fixed Income, Leadership Development, Mutual Funds, Asset Managment, Equity Research, Wealth Management..., Hedge Funds, Finance, Bonds, Asset Management, Financial Modeling, High Net Worth..., ETFs, Investment Management, Quantitative Analytics, Institutional...
Education
University of California, Santa Barbara 1985 — 1986
Masters, Economics
Humboldt State University 1978 — 1983
Bachelors, Chemistry
Fuller Theological Seminary 2006 — 2008
Theology
Katharine Coakley's Key Private Bank Experience 2006 - 2013
Job Senior Vice President and Director of Trust and Investments at Columbia Bank/West Coast Trust
Industry Banking
Experience
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Dave McNeil's Key Private Bank Experience September 2008 - September 2011
Job Vice President, Private Bank Relationship Manager at Guaranty Bank & Trust
Industry Banking
Experience
Guaranty Bank & Trust September 2011 - Present
Key Private Bank September 2008 - September 2011
Washington Mutual June 2002 - February 2008
US Bank 1999 - 2002
U.S. Bank 1999 - 2002
Skills
Deposit Management, Custom Credit Requests, Investment Management..., Management, Banking, Investment Management, Financial Analysis, Commercial Lending, Investments, Mortgage Lending, Loans, Small Business Lending, Sales Management, Commercial Banking, Credit Analysis, Sales, Portfolio Management, Loan Origination, Relationship Management, Consumer Lending, Underwriting, Lines Of Credit, Credit Risk, Commercial Mortgages
Education
University of Colorado Boulder 1987 — 1991
Business Administration, Marketing
Guaranty Bank & Trust September 2011 - Present
Key Private Bank September 2008 - September 2011
Washington Mutual June 2002 - February 2008
US Bank 1999 - 2002
U.S. Bank 1999 - 2002
Skills
Deposit Management, Custom Credit Requests, Investment Management..., Management, Banking, Investment Management, Financial Analysis, Commercial Lending, Investments, Mortgage Lending, Loans, Small Business Lending, Sales Management, Commercial Banking, Credit Analysis, Sales, Portfolio Management, Loan Origination, Relationship Management, Consumer Lending, Underwriting, Lines Of Credit, Credit Risk, Commercial Mortgages
Education
University of Colorado Boulder 1987 — 1991
Business Administration, Marketing
Jeana Chisholm Jeana Chisholm's Key Private Bank Experience September 1989 - January 2001
Job Underwriting and Approving Bank of America Real Estate Mortgages
Industry Financial Services
Experience
Urban Lending Solutions January 2012 - Present
GreyStone Consulting & Business Acquisitions, Inc. September 2004 - January 2012
Museum of Outdoor Arts December 2003 - January 2012
Colorado Association of Business Intermediaries November 2008 - 2011
Vectra Bank of Colorado January 2001 - January 2004
Key Private Bank September 1989 - January 2001
KeyBank, Omni Bank January 1981 - April 1983
Skills
Management Consulting, Asset Managment, Negotiation, Project Management, Accounting, Due Diligence, Mergers, Investments, Banking, Financial Analysis, Valuation, Portfolio Management, Asset Management, Mergers & Acquisitions, Credit, Finance, Private Equity
Education
University of Florida 1985 — 1989
Bachelor of Science, Business Administration / Finance
Urban Lending Solutions January 2012 - Present
GreyStone Consulting & Business Acquisitions, Inc. September 2004 - January 2012
Museum of Outdoor Arts December 2003 - January 2012
Colorado Association of Business Intermediaries November 2008 - 2011
Vectra Bank of Colorado January 2001 - January 2004
Key Private Bank September 1989 - January 2001
KeyBank, Omni Bank January 1981 - April 1983
Skills
Management Consulting, Asset Managment, Negotiation, Project Management, Accounting, Due Diligence, Mergers, Investments, Banking, Financial Analysis, Valuation, Portfolio Management, Asset Management, Mergers & Acquisitions, Credit, Finance, Private Equity
Education
University of Florida 1985 — 1989
Bachelor of Science, Business Administration / Finance
Thomas Jalics, CFA Thomas Jalics, CFA's Key Private Bank Experience May 2015 - Present
Job Head of Equity Research at Key Private Bank
Industry Investment Management
Experience
Key Private Bank May 2015 - Present
Key Private Bank August 2010 - April 2015
National City Bank July 2004 - June 2009
National City Bank November 2003 - July 2004
Fitch Ratings April 1999 - November 2003
Banc One Securities Corporation February 1997 - April 1999
Skills
Equity Research, Portfolio Management, Asset Management, Financial Analysis, Valuation, Investments, Due Diligence, Mergers, Equities, Management, Asset Managment, Financial Services, Strategy, Finance, Wealth Management, Credit, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Competitive Analysis
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Miami University 1992 — 1996
Bachelor of Arts, Economics and Chemistry
Rocky River High School 1988 — 1992
Key Private Bank May 2015 - Present
Key Private Bank August 2010 - April 2015
National City Bank July 2004 - June 2009
National City Bank November 2003 - July 2004
Fitch Ratings April 1999 - November 2003
Banc One Securities Corporation February 1997 - April 1999
Skills
Equity Research, Portfolio Management, Asset Management, Financial Analysis, Valuation, Investments, Due Diligence, Mergers, Equities, Management, Asset Managment, Financial Services, Strategy, Finance, Wealth Management, Credit, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Competitive Analysis
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Miami University 1992 — 1996
Bachelor of Arts, Economics and Chemistry
Rocky River High School 1988 — 1992
Peter Ahrens Peter Ahrens's Key Private Bank Experience 2009 - 2011
Job Senior Executive Operations | Sales | Marketing
Industry Financial Services
Experience
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Robert Errigo Robert Errigo's Key Private Bank Experience March 2006 - November 2012
Job Vice President, Senior Portfolio Manager at BMO Private Banking
Industry Investment Management
Experience
BMO Private Bank November 2012 - Present
Key Private Bank March 2006 - November 2012
Citigroup Financial Services June 2004 - December 2005
Sandler, O'Neill & Partners LLP January 2001 - January 2004
Freddie Mac January 1998 - November 2001
Stratagem Consultants, Inc January 1995 - January 1998
Mabon Securities Corp January 1989 - January 1995
Manufacturers Hanover Trust January 1987 - January 1989
Skills
Tactical Asset..., Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Bonds, Series 7, Investment Management, Mutual Funds, Hedge Funds, Investment Banking, Securities, Credit, Investment Advisory, Wealth Management..., Asset Management, Finance, Financial Services, Loans
Education
Iona College 1983 — 1987
BBA, Finance
BMO Private Bank November 2012 - Present
Key Private Bank March 2006 - November 2012
Citigroup Financial Services June 2004 - December 2005
Sandler, O'Neill & Partners LLP January 2001 - January 2004
Freddie Mac January 1998 - November 2001
Stratagem Consultants, Inc January 1995 - January 1998
Mabon Securities Corp January 1989 - January 1995
Manufacturers Hanover Trust January 1987 - January 1989
Skills
Tactical Asset..., Fixed Income, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Bonds, Series 7, Investment Management, Mutual Funds, Hedge Funds, Investment Banking, Securities, Credit, Investment Advisory, Wealth Management..., Asset Management, Finance, Financial Services, Loans
Education
Iona College 1983 — 1987
BBA, Finance
Brian Jaros SVP, MBA, CFP® Brian Jaros SVP, MBA, CFP®'s Key Private Bank Experience July 2013 - Present
Job East Ohio Region Team Lead of Planning at Key Private Bank
Industry Financial Services
Experience
Key Private Bank July 2013 - Present
Key Private Bank January 2011 - July 2013
KeyBank February 2009 - January 2011
KeyBank September 2005 - February 2009
Mirifex 2004 - 2005
Smith Barney October 2003 - July 2004
Victory Capital Management, KeyCorp January 2000 - October 2003
KeyBank March 1993 - December 1999
Skills
Management, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Asset Managment, Retirement, Mutual Funds, Investment Management, Wealth, Financial Planners, Financial Analysis, Risk Management, Certified Financial..., Finance, Investment Strategies, High Net Worth..., Banking, Private Banking, Investment Advisory, Securities, Wealth Management..., Alternative Investments, Series 63, Asset Management, Financial Planning
Education
Florida State University 1997 — 1998
CFP, Financial Planning
Cleveland State University 1994 — 1995
MBA, Finance
The Ohio State University 1988 — 1992
BSBA, Finance
Wintersville High School 1986 — 1988
Key Private Bank July 2013 - Present
Key Private Bank January 2011 - July 2013
KeyBank February 2009 - January 2011
KeyBank September 2005 - February 2009
Mirifex 2004 - 2005
Smith Barney October 2003 - July 2004
Victory Capital Management, KeyCorp January 2000 - October 2003
KeyBank March 1993 - December 1999
Skills
Management, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Asset Managment, Retirement, Mutual Funds, Investment Management, Wealth, Financial Planners, Financial Analysis, Risk Management, Certified Financial..., Finance, Investment Strategies, High Net Worth..., Banking, Private Banking, Investment Advisory, Securities, Wealth Management..., Alternative Investments, Series 63, Asset Management, Financial Planning
Education
Florida State University 1997 — 1998
CFP, Financial Planning
Cleveland State University 1994 — 1995
MBA, Finance
The Ohio State University 1988 — 1992
BSBA, Finance
Wintersville High School 1986 — 1988
John Gianni, MBA, CTFA John Gianni, MBA, CTFA's Key Private Bank Experience October 2014 - Present
Job Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
Kimberly Chin Muska, CFP®, CDFA™'s Key Private Bank Experience February 2015 - Present
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Leo Soucy Leo Soucy's Key Private Bank Experience April 2012 - April 2015
Job VP/Investment Officer at Bath Savings Trust Company
Industry Investment Management
Experience
Bath Savings Trust Company April 2015 - Present
Key Private Bank April 2012 - April 2015
Androscoggin Trust and Investment Sevices February 2002 - May 2012
Fleet Investment Advisors January 1984 - January 2002
Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Investment Strategies, Management, Banking, Trusts, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Strategic Financial..., Endowments, Institutional...
Education
Southern New Hampshire University 1986 — 1989
MBA, Business Administration
University of Maine at Orono 1979 — 1983
BS, Business Management/Finance
Bath Savings Trust Company April 2015 - Present
Key Private Bank April 2012 - April 2015
Androscoggin Trust and Investment Sevices February 2002 - May 2012
Fleet Investment Advisors January 1984 - January 2002
Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Investment Strategies, Management, Banking, Trusts, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Strategic Financial..., Endowments, Institutional...
Education
Southern New Hampshire University 1986 — 1989
MBA, Business Administration
University of Maine at Orono 1979 — 1983
BS, Business Management/Finance
David Beaverson's Key Private Bank Experience March 2011 - Present
Job Wealth Advisor
Industry Investment Management
Experience
Key Private Bank March 2011 - Present
JPMorgan June 1985 - March 2011
JPMorgan 1998 - 2008
Skills
Asset Management, Asset Managment, Financial Planning for..., Wealth, Financial Services, Investments, Asset Allocation, Investment Banking, Strategic Financial..., High Net Worth..., Credit, Estate Planning, Investment Management, Retirement Planning, Portfolio Management, Banking, Wealth Management, Loans, Financial Advisory, Commercial Lending, Commercial Banking, Private Banking, Credit Analysis, Series 63, Series 7
Education
Indiana University - Kelley School of Business 1981 — 1985
B. S., Finance
Key Private Bank March 2011 - Present
JPMorgan June 1985 - March 2011
JPMorgan 1998 - 2008
Skills
Asset Management, Asset Managment, Financial Planning for..., Wealth, Financial Services, Investments, Asset Allocation, Investment Banking, Strategic Financial..., High Net Worth..., Credit, Estate Planning, Investment Management, Retirement Planning, Portfolio Management, Banking, Wealth Management, Loans, Financial Advisory, Commercial Lending, Commercial Banking, Private Banking, Credit Analysis, Series 63, Series 7
Education
Indiana University - Kelley School of Business 1981 — 1985
B. S., Finance
Ellen Vanderburg Ellen Vanderburg's Key Private Bank Experience September 2006 - Present
Job SVP & Regional Trust Manager at Key Private Bank
Industry Financial Services
Experience
Key Private Bank September 2006 - Present
Fifth Third January 2003 - 2006
Bank of America 1991 - 2002
Skills
Certified Public..., Estate Planning, Charitable Giving..., Fiduciary Planning, CPA, High Net Worth..., Strategy, Fiduciary, Real Estate, Estate Tax Planning, Wealth Management..., Trusts, Wealth Management, Portfolio Management, Management, Asset Allocation, Retirement Planning, CRM, Strategic Financial..., Investment Advisory, Wealth, Investment Management, Investments, Financial Planning
Education
Southern Methodist University 1973 — 1976
Bachelor of Business Administration, Accounting
Golden Gate University
Masters of Business Administration, Taxation
Key Private Bank September 2006 - Present
Fifth Third January 2003 - 2006
Bank of America 1991 - 2002
Skills
Certified Public..., Estate Planning, Charitable Giving..., Fiduciary Planning, CPA, High Net Worth..., Strategy, Fiduciary, Real Estate, Estate Tax Planning, Wealth Management..., Trusts, Wealth Management, Portfolio Management, Management, Asset Allocation, Retirement Planning, CRM, Strategic Financial..., Investment Advisory, Wealth, Investment Management, Investments, Financial Planning
Education
Southern Methodist University 1973 — 1976
Bachelor of Business Administration, Accounting
Golden Gate University
Masters of Business Administration, Taxation
Ryan Koch Ryan Koch's Key Private Bank Experience March 2012 - Present
Job Senior Vice President,CWS,CTFA,CIMC, Family Wealth Advisor Key Private Bank
Industry Investment Management
Experience
Key Private Bank March 2012 - Present
Bank of the West February 2010 - March 2012
Wells Fargo Private Bank April 2002 - March 2010
U. S Bank April 1988 - April 2002
Skills
Banking, Wealth Management..., Financial Analysis, Loans, Credit Analysis, Wealth, Wealth Management, Finance, Small Business, Commercial Banking, Risk Management, Credit, Portfolio Management, Commercial Lending, Stocks, Investments, Series 7
Education
Oregon Institute of Technology 1979 — 1983
B.S., Industrial Managment
Key Private Bank March 2012 - Present
Bank of the West February 2010 - March 2012
Wells Fargo Private Bank April 2002 - March 2010
U. S Bank April 1988 - April 2002
Skills
Banking, Wealth Management..., Financial Analysis, Loans, Credit Analysis, Wealth, Wealth Management, Finance, Small Business, Commercial Banking, Risk Management, Credit, Portfolio Management, Commercial Lending, Stocks, Investments, Series 7
Education
Oregon Institute of Technology 1979 — 1983
B.S., Industrial Managment
Katherine de la Forest's Key Private Bank Experience January 2015 - Present
Job Relationship Manager at Key Private Bank
Industry Financial Services
Experience
Key Private Bank January 2015 - Present
Key Private Bank March 2013 - January 2015
Law Office of Katherine de la Forest November 2010 - March 2013
Hagen O'Connell LLP November 2010 - February 2013
Hagen O'Connell LLP September 2007 - October 2010
Skills
Legal Writing, Commercial Litigation, Corporate Law, Legal Research, Courts, Litigation, Civil Litigation, Tax Law, Estate Planning, Westlaw
Education
University of Oregon School of Law 2004 — 2007
JD, Tax, Estate Planning
University of Arizona 2000 — 2004
B.A., Anthropology, Political Science, Spanish
ITESM 2002 — 2002
Spanish, Literature
Jesuit High School
Key Private Bank January 2015 - Present
Key Private Bank March 2013 - January 2015
Law Office of Katherine de la Forest November 2010 - March 2013
Hagen O'Connell LLP November 2010 - February 2013
Hagen O'Connell LLP September 2007 - October 2010
Skills
Legal Writing, Commercial Litigation, Corporate Law, Legal Research, Courts, Litigation, Civil Litigation, Tax Law, Estate Planning, Westlaw
Education
University of Oregon School of Law 2004 — 2007
JD, Tax, Estate Planning
University of Arizona 2000 — 2004
B.A., Anthropology, Political Science, Spanish
ITESM 2002 — 2002
Spanish, Literature
Jesuit High School
Kevin M. Reilly, CWS,CTFA Kevin M. Reilly, CWS,CTFA's Key Private Bank Experience September 2008 - Present
Job Senior Vice President at Key Private Bank
Industry Investment Management
Experience
Key Private Bank September 2008 - Present
Capital Region Sponsor-a-Scholar 2007 - Present
Capital District YMCA January 2001 - June 2014
Regional Food Bank of NENY 2005 - June 2013
Fleet Private Bank/Bank of America/US Trust June 1999 - September 2008
The Fort Miller Group - Beeche Systems October 1997 - December 1998
Chase Manhattan Bank March 1988 - October 1997
Citibank July 1985 - March 1988
Trustco Bank June 1981 - July 1985
Skills
Credit, Banking, Fundraising, Retirement, Small Business Lending, Commercial Lending, Wealth Management, Commercial Banking, Investments, Portfolio Management, Loans, Asset Managment, Credit Analysis, Wealth Management..., Strategic Financial..., Investment Strategies, Investment Management, Small Business, Finance, Asset Management, Financial Advisory, Mutual Funds, Mortgage Lending, Series 7, Private Banking, Financial Services, Securities, Cash Management, Series 63, Investment Advisory, Estate Planning, Asset Allocation, High Net Worth..., Equities, Retirement Planning, Alternative Investments, Financial Risk, Relationship Management, Financial Planning
Education
Capital leadership - Class of 1991 1990 — 1991
The Sage Colleges-Sage Graduate School 1988 — 1991
MBA - Finance, Finance
State University of New York College at Oneonta 1977 — 1981
BA, Economics
St. John the Baptist, DHS 1972 — 1976
NYS Regents, Mathematics
Key Private Bank September 2008 - Present
Capital Region Sponsor-a-Scholar 2007 - Present
Capital District YMCA January 2001 - June 2014
Regional Food Bank of NENY 2005 - June 2013
Fleet Private Bank/Bank of America/US Trust June 1999 - September 2008
The Fort Miller Group - Beeche Systems October 1997 - December 1998
Chase Manhattan Bank March 1988 - October 1997
Citibank July 1985 - March 1988
Trustco Bank June 1981 - July 1985
Skills
Credit, Banking, Fundraising, Retirement, Small Business Lending, Commercial Lending, Wealth Management, Commercial Banking, Investments, Portfolio Management, Loans, Asset Managment, Credit Analysis, Wealth Management..., Strategic Financial..., Investment Strategies, Investment Management, Small Business, Finance, Asset Management, Financial Advisory, Mutual Funds, Mortgage Lending, Series 7, Private Banking, Financial Services, Securities, Cash Management, Series 63, Investment Advisory, Estate Planning, Asset Allocation, High Net Worth..., Equities, Retirement Planning, Alternative Investments, Financial Risk, Relationship Management, Financial Planning
Education
Capital leadership - Class of 1991 1990 — 1991
The Sage Colleges-Sage Graduate School 1988 — 1991
MBA - Finance, Finance
State University of New York College at Oneonta 1977 — 1981
BA, Economics
St. John the Baptist, DHS 1972 — 1976
NYS Regents, Mathematics
Kasim Razvi Kasim Razvi's Key Private Bank Experience March 2015 - Present
Job Vice President, Insurance Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2015 - Present
The Ayco Company, L.P. January 2013 - 2015
Northwestern Mutual Financial Network - The Tronco Agency 2009 - January 2013
Skills
Finance, Insurance, Microsoft Office, Estate Planning, Strategic Financial..., Securities, Time Management, Retirement Planning
Education
Albany Law School of Union University 2003 — 2006
Siena College
Key Private Bank March 2015 - Present
The Ayco Company, L.P. January 2013 - 2015
Northwestern Mutual Financial Network - The Tronco Agency 2009 - January 2013
Skills
Finance, Insurance, Microsoft Office, Estate Planning, Strategic Financial..., Securities, Time Management, Retirement Planning
Education
Albany Law School of Union University 2003 — 2006
Siena College
David Brechbuhl David Brechbuhl's Key Private Bank Experience August 2011 - June 2013
Job Vice President, Director, Trust Client Services at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
Alexis Bomback Alexis Bomback's Key Private Bank Experience October 2012 - November 2014
Job Attorney
Industry Legal Services
Experience
FirstMerit Bank November 2014 - Present
Key Private Bank October 2012 - November 2014
Cowhaus Creamery September 2011 - October 2012
Education
Cleveland Marshall College of Law 2008 — 2012
J.D. - May 2012
Kent State University 2001 — 2005
Political Science
FirstMerit Bank November 2014 - Present
Key Private Bank October 2012 - November 2014
Cowhaus Creamery September 2011 - October 2012
Education
Cleveland Marshall College of Law 2008 — 2012
J.D. - May 2012
Kent State University 2001 — 2005
Political Science
Brian Banjac Brian Banjac's Key Private Bank Experience November 2013 - Present
Job Trust Officer
Industry Banking
Experience
Key Private Bank November 2013 - Present
Petronzio Schneier Co., LPA August 2012 - November 2013
Law Office-Sole Practitioner November 2011 - July 2012
Skills
Oil/Gas, Real Estate, Legal Research, Research, Land Use, Lexis, Arbitration, Public Speaking, Legal Advice, Contract Negotiation, Due Diligence, Title Opinions, Title Searches
Education
Cleveland State University - Cleveland-Marshall College of Law 2008 — 2011
J.D., Law
The Ohio State University 2005 — 2008
B.S., Business Administration in Economics
Key Private Bank November 2013 - Present
Petronzio Schneier Co., LPA August 2012 - November 2013
Law Office-Sole Practitioner November 2011 - July 2012
Skills
Oil/Gas, Real Estate, Legal Research, Research, Land Use, Lexis, Arbitration, Public Speaking, Legal Advice, Contract Negotiation, Due Diligence, Title Opinions, Title Searches
Education
Cleveland State University - Cleveland-Marshall College of Law 2008 — 2011
J.D., Law
The Ohio State University 2005 — 2008
B.S., Business Administration in Economics
Lisa Clifford Lisa Clifford's Key Private Bank Experience March 2009 - Present
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2009 - Present
Curran Investment Management July 2000 - March 2009
First Albany Asset Management July 1994 - July 2000
First Albany Corporation July 1992 - June 1994
Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management
Education
St. John Fisher College 1987 — 1991
BS, Management - Concentration in Finance
St. John Fisher College 1987 — 1991
BS Management, Finance, General
Key Private Bank March 2009 - Present
Curran Investment Management July 2000 - March 2009
First Albany Asset Management July 1994 - July 2000
First Albany Corporation July 1992 - June 1994
Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management
Education
St. John Fisher College 1987 — 1991
BS, Management - Concentration in Finance
St. John Fisher College 1987 — 1991
BS Management, Finance, General
Tim Malloy Tim Malloy's Key Private Bank Experience 2000 - Present
Job Wealth Planning Specialist at Key Private Bank
Industry Banking
Experience
Key Private Bank 2000 - Present
Arthur Andersen February 1997 - July 2000
KeyBank September 1993 - February 1997
Cuyahoga County Court of Common Pleas September 1991 - September 1993
JONES DAY® February 1986 - September 1991
John Carroll University 1984 - 1986
Education
Georgetown University Law Center 1981 — 1984
Doctor of Law (J.D.)
University of Notre Dame 1977 — 1981
Bachelor of Arts (B.A.), Philosophy
Key Private Bank 2000 - Present
Arthur Andersen February 1997 - July 2000
KeyBank September 1993 - February 1997
Cuyahoga County Court of Common Pleas September 1991 - September 1993
JONES DAY® February 1986 - September 1991
John Carroll University 1984 - 1986
Education
Georgetown University Law Center 1981 — 1984
Doctor of Law (J.D.)
University of Notre Dame 1977 — 1981
Bachelor of Arts (B.A.), Philosophy
David Schreiber David Schreiber's Key Private Bank Experience January 2007 - April 2010
Job Vice President & Director, Derivatives Strategies Group at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
James Bitonte's Key Private Bank Experience June 2011 - July 2014
Job Senior Portfolio Manager TIAA CREF Private Asset Management
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Key Private Bank June 2011 - July 2014
Fifth Third Securities February 2009 - June 2011
JPMorgan Chase March 1997 - February 2009
Skills
Series 7, Portfolio Management, Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Financial Advisory, Financial Markets, Investment Management, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Management, Series 63, Investments, Securities, Fixed Income, Retirement Planning, Private Banking, Loans, Financial Services, Commercial Lending, Commercial Banking, Strategic Financial..., Hedge Funds, Estate Planning, Credit, Banking, Equities, Relationship Management, Bonds, Finance, Financial Analysis, Trading, Risk Management, Credit Analysis, Wealth, Financial Planning
Education
The Ohio State University 1993 — 1996
B.S., Financial Management
University of Kentucky 1991 — 1993
Biology and Economics
Upper Arlington High School
TIAA-CREF June 2014 - Present
Key Private Bank June 2011 - July 2014
Fifth Third Securities February 2009 - June 2011
JPMorgan Chase March 1997 - February 2009
Skills
Series 7, Portfolio Management, Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Financial Advisory, Financial Markets, Investment Management, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Management, Series 63, Investments, Securities, Fixed Income, Retirement Planning, Private Banking, Loans, Financial Services, Commercial Lending, Commercial Banking, Strategic Financial..., Hedge Funds, Estate Planning, Credit, Banking, Equities, Relationship Management, Bonds, Finance, Financial Analysis, Trading, Risk Management, Credit Analysis, Wealth, Financial Planning
Education
The Ohio State University 1993 — 1996
B.S., Financial Management
University of Kentucky 1991 — 1993
Biology and Economics
Upper Arlington High School
Andrew Krotseng Andrew Krotseng's Key Private Bank Experience January 2000 - January 2002
Job Treasury Analyst at KeyBank and Rear Commodore InterLake Yachting Association
Industry Financial Services
Experience
KeyBank December 2014 - Present
KeyBank December 2014 - Present
KeyBank August 2013 - December 2014
PNC Bank October 2012 - January 2013
KeyBank National Association January 2007 - January 2010
KeyBank National Association January 2006 - January 2007
Inter-Lake Yachtsmen's Fund January 2001 - January 2007
Key Private Bank January 2000 - January 2002
Key Services Corporation January 1995 - January 1996
Skills
Cognos, Compensation, SAS, Decision Support, Reporting & Analysis, Business Intelligence, Data Mining, Benefits, Executive Compensation, Business Intelligence..., Salary, Job Evaluation, Executive Pay, Employee Benefits, Data Analysis, Deferred Compensation, Banking, Credit, Finance, Leadership, Financial Analysis, Business Analysis, Risk Management, Cross-functional Team..., Management, Analysis, Human Resources
Education
Central Washington University 1989 — 1991
Bachelor of Science, Financial Administration
KeyBank December 2014 - Present
KeyBank December 2014 - Present
KeyBank August 2013 - December 2014
PNC Bank October 2012 - January 2013
KeyBank National Association January 2007 - January 2010
KeyBank National Association January 2006 - January 2007
Inter-Lake Yachtsmen's Fund January 2001 - January 2007
Key Private Bank January 2000 - January 2002
Key Services Corporation January 1995 - January 1996
Skills
Cognos, Compensation, SAS, Decision Support, Reporting & Analysis, Business Intelligence, Data Mining, Benefits, Executive Compensation, Business Intelligence..., Salary, Job Evaluation, Executive Pay, Employee Benefits, Data Analysis, Deferred Compensation, Banking, Credit, Finance, Leadership, Financial Analysis, Business Analysis, Risk Management, Cross-functional Team..., Management, Analysis, Human Resources
Education
Central Washington University 1989 — 1991
Bachelor of Science, Financial Administration
B. Edward Duvall, CRSP & CISP B. Edward Duvall, CRSP & CISP's Key Private Bank Experience October 1996 - March 2000
Job Senior Vice President and Oregon Trust Manager at West Coast Trust Company
Industry Financial Services
Experience
West Coast Trust Company September 2006 - Present
AMG National Trust Bank March 2000 - August 2006
Key Private Bank October 1996 - March 2000
Key Trust Company of the Northwest March 1987 - September 1996
Skills
Retirement, IRAs, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Asset Managment, Retirement Plan..., 401k, Due Diligence, Defined Benefit, Banking, ERISA, Series 7, Asset Allocation, Financial Analysis, Estate Planning, Employee Benefits, Investment Management, Securities, Commercial Lending, Investment Strategies, Asset Management
Education
Cannon Trust School 1995 — 1998
Honors Graduate, Trust Administration
ABA Institute of Certified Bankers 1994 — 1995
CRSP & CISP, Qualified Retirement Plans and IRAs
Central Washington University 1980 — 1985
BS Business Administration, Finance and Marketing
Mount Si High School 1977 — 1980
West Coast Trust Company September 2006 - Present
AMG National Trust Bank March 2000 - August 2006
Key Private Bank October 1996 - March 2000
Key Trust Company of the Northwest March 1987 - September 1996
Skills
Retirement, IRAs, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Asset Managment, Retirement Plan..., 401k, Due Diligence, Defined Benefit, Banking, ERISA, Series 7, Asset Allocation, Financial Analysis, Estate Planning, Employee Benefits, Investment Management, Securities, Commercial Lending, Investment Strategies, Asset Management
Education
Cannon Trust School 1995 — 1998
Honors Graduate, Trust Administration
ABA Institute of Certified Bankers 1994 — 1995
CRSP & CISP, Qualified Retirement Plans and IRAs
Central Washington University 1980 — 1985
BS Business Administration, Finance and Marketing
Mount Si High School 1977 — 1980
Eugene O'Connor's Key Private Bank Experience 1998 - 2004
Job Senior Wealth Manager at WNY Asset Management
Industry Financial Services
Experience
WNY Asset Management July 2012 - Present
Merrill Lynch April 2004 - June 2012
Key Private Bank 1998 - 2004
Harold C. Brown & Co. LLC 1992 - 1998
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Notre Dame 1983 — 1987
WNY Asset Management July 2012 - Present
Merrill Lynch April 2004 - June 2012
Key Private Bank 1998 - 2004
Harold C. Brown & Co. LLC 1992 - 1998
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Notre Dame 1983 — 1987
Nikhil Bhasin's Key Private Bank Experience August 2011 - April 2013
Job Project Manager Markit
Industry Financial Services
Experience
Markit May 2013 - Present
Key Private Bank August 2011 - April 2013
KeyCorp February 2010 - August 2011
KeyCorp June 2009 - February 2010
Lehman Brothers May 2008 - August 2008
Skills
Agile Project Management, Business Analysis, Product Management, Investment Management, Project Management, Relationship Management, Team Leadership, Equities, User Experience, Software Project..., Kanban, Account Management, Investments, Scrum
Education
University of Colorado Boulder 2005 — 2009
Bachelor’s Degree, Economics & Psychology
Markit May 2013 - Present
Key Private Bank August 2011 - April 2013
KeyCorp February 2010 - August 2011
KeyCorp June 2009 - February 2010
Lehman Brothers May 2008 - August 2008
Skills
Agile Project Management, Business Analysis, Product Management, Investment Management, Project Management, Relationship Management, Team Leadership, Equities, User Experience, Software Project..., Kanban, Account Management, Investments, Scrum
Education
University of Colorado Boulder 2005 — 2009
Bachelor’s Degree, Economics & Psychology
Hallie Gannon Hallie Gannon's Key Private Bank Experience August 2013 - January 2015
Job CSA Client Serving Associate for Valuation & Business Modeling at EY
Industry Financial Services
Experience
EY January 2015 - Present
Key Private Bank August 2013 - January 2015
Lawrence Landskroner & Associates, LLC 2010 - August 2013
Skills
Spanish, Banking, Microsoft Office, Customer Service
Education
Cleveland State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Centro de Lenguas Modernas 2011 — 2011
Spanish Language and Literature
EY January 2015 - Present
Key Private Bank August 2013 - January 2015
Lawrence Landskroner & Associates, LLC 2010 - August 2013
Skills
Spanish, Banking, Microsoft Office, Customer Service
Education
Cleveland State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Centro de Lenguas Modernas 2011 — 2011
Spanish Language and Literature
Jim Kerrigan's Key Private Bank Experience February 2012 - Present
Job Sr. Fixed Income Trader at Key Private Bank
Industry Capital Markets
Experience
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
James Hlavaty, MBA,CWS James Hlavaty, MBA,CWS's Key Private Bank Experience May 2012 - December 2014
Job Vice President, Wealth Management Advisor
Industry Investment Management
Experience
Fifth Third Private Bank December 2014 - Present
Key Private Bank May 2012 - December 2014
Huntington Investment Comp December 2005 - November 2011
Skills
Credit, Banking, Loans, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Mutual Funds, Asset Management, New Business Development, Risk Management, Small Business Lending, Personal Financial..., Equities, Relationship Management, Building Relationships, Collaborative Problem..., Collateral, ETFs, Portfolio Management, Series 7, Securities, Strategic Financial..., Financial Services, Mortgage Lending, Consumer Lending, Leadership, Sales, Insurance, Management, Finance
Education
Baldwin-Wallace College 1997 — 1999
MBA, Business Administration
Wittenberg University 1989 — 1993
Bachelor of Arts (BA), Biology, General
St. Ignatius High School 1985 — 1989
High School, College Prepatory
St Luke Elementary
Fifth Third Private Bank December 2014 - Present
Key Private Bank May 2012 - December 2014
Huntington Investment Comp December 2005 - November 2011
Skills
Credit, Banking, Loans, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Mutual Funds, Asset Management, New Business Development, Risk Management, Small Business Lending, Personal Financial..., Equities, Relationship Management, Building Relationships, Collaborative Problem..., Collateral, ETFs, Portfolio Management, Series 7, Securities, Strategic Financial..., Financial Services, Mortgage Lending, Consumer Lending, Leadership, Sales, Insurance, Management, Finance
Education
Baldwin-Wallace College 1997 — 1999
MBA, Business Administration
Wittenberg University 1989 — 1993
Bachelor of Arts (BA), Biology, General
St. Ignatius High School 1985 — 1989
High School, College Prepatory
St Luke Elementary
Nathan J. Duncan, CFP®'s Key Private Bank Experience August 2011 - April 2014
Job Delivering Proactive and Holistic Financial Advice
Industry Financial Services
Experience
Fifth Third Private Bank April 2014 - Present
Key Private Bank August 2011 - April 2014
Northwestern Mutual May 2010 - September 2010
Skills
Finance, Portfolio Management, Investment Management, Private Banking, Team Leadership, Financial Analysis, Financial Reporting, Strategic Financial..., Wealth Management, Estate Planning, Investments, Leadership, Financial Modeling, Microsoft Excel, Wealth Management..., Financial Planning
Education
Miami Univeristy, Farmer School of Business 2007 — 2011
Bachelor of Science (BS), Finance, Music Composition Secondary Concentration
Xavier University
Executive Certificate in Financial Planning
The American College 2015 — 2016
Accredited Estate Planner Designation (AEP®) Education
Fifth Third Private Bank April 2014 - Present
Key Private Bank August 2011 - April 2014
Northwestern Mutual May 2010 - September 2010
Skills
Finance, Portfolio Management, Investment Management, Private Banking, Team Leadership, Financial Analysis, Financial Reporting, Strategic Financial..., Wealth Management, Estate Planning, Investments, Leadership, Financial Modeling, Microsoft Excel, Wealth Management..., Financial Planning
Education
Miami Univeristy, Farmer School of Business 2007 — 2011
Bachelor of Science (BS), Finance, Music Composition Secondary Concentration
Xavier University
Executive Certificate in Financial Planning
The American College 2015 — 2016
Accredited Estate Planner Designation (AEP®) Education
Melanie Porter Dehon Melanie Porter Dehon's Key Private Bank Experience April 2003 - May 2007
Job Registered Nurse at Medical Oncoclogy Unit at Lee Memorial Hospital
Industry Hospital & Health Care
Experience
Lee Memorial Health System August 2014 - Present
Lee Memorial Health System August 2013 - September 2014
Glenview Premier Place Health Center August 2011 - 2013
Emeritus March 2011 - 2013
Acadia Wealth Management November 2010 - March 2011
Wollman Gehrke and Solomon February 2009 - February 2010
First Financial Solutions October 2007 - December 2008
Action Coach Business Coaching January 2008 - March 2008
Gilman Ciocia June 2007 - October 2007
Key Private Bank April 2003 - May 2007
Skills
Direct Patient Care, Medication..., Nursing Care, Healthcare, Quality Patient Care, Patient Safety, Patient Advocacy, Post-surgical..., Customer Service, Patient Outcomes, New Business Development, Marketing, Fundraising, Microsoft Office, Sales, Team Building, Project Planning
Education
Edison State College 2011 — 2014
Florida SouthWestern State College 2011 — 2014
ASN, Nursing
International College 2000 — 2003
Financial Planning
University of South Florida 1983 — 1984
BA, Marketing
Midlands Community College 1974 — 1976
AA, Business Management
Lee Memorial Health System August 2014 - Present
Lee Memorial Health System August 2013 - September 2014
Glenview Premier Place Health Center August 2011 - 2013
Emeritus March 2011 - 2013
Acadia Wealth Management November 2010 - March 2011
Wollman Gehrke and Solomon February 2009 - February 2010
First Financial Solutions October 2007 - December 2008
Action Coach Business Coaching January 2008 - March 2008
Gilman Ciocia June 2007 - October 2007
Key Private Bank April 2003 - May 2007
Skills
Direct Patient Care, Medication..., Nursing Care, Healthcare, Quality Patient Care, Patient Safety, Patient Advocacy, Post-surgical..., Customer Service, Patient Outcomes, New Business Development, Marketing, Fundraising, Microsoft Office, Sales, Team Building, Project Planning
Education
Edison State College 2011 — 2014
Florida SouthWestern State College 2011 — 2014
ASN, Nursing
International College 2000 — 2003
Financial Planning
University of South Florida 1983 — 1984
BA, Marketing
Midlands Community College 1974 — 1976
AA, Business Management
Diane L Lockard, CFA®, CFP®, CAIA's Key Private Bank Experience March 1992 - Present
Job Senior Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Key Private Bank March 1992 - Present
Skills
Portfolio Management, Asset Managment, Investments, Alternative Investments, Equities, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Asset Management, Banking, Finance, Financial Planning, High Net Worth..., Investment Management, Private Banking, Retirement Planning, Wealth
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Finance and Investments
John Carroll University
Bachelor of Science of Business Administration, Finance
Key Private Bank March 1992 - Present
Skills
Portfolio Management, Asset Managment, Investments, Alternative Investments, Equities, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Asset Management, Banking, Finance, Financial Planning, High Net Worth..., Investment Management, Private Banking, Retirement Planning, Wealth
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Finance and Investments
John Carroll University
Bachelor of Science of Business Administration, Finance
Lisa Neely's Key Private Bank Experience April 2004 - March 2009
Job Senior Relationship Manager at The Proper Analysis Corporation
Industry Investment Management
Experience
The Proper Analysis Corporation January 2010 - Present
Key Private Bank April 2004 - March 2009
Comerica Bank January 1998 - April 2004
Skills
Portfolio Management, Wealth Management, Loans, Investments, Estate Planning, Asset Managment, Asset Management, Private Banking, Series 7, Banking, Commercial Lending, Due Diligence, Investment Advisory, Strategic Financial..., Retirement Planning, Equities, Asset Allocation, Investment Management, High Net Worth..., Securities, Investment Strategies, Mutual Funds, Wealth Management..., Alternative Investments, Series 63, Wealth, Retirement, Financial Advisory, Uniform Combined State..., Fixed Income, Financial Services, 401k, Relationship Management, Bonds, IRAs, Financial Planners, Fixed Annuities, Trust Services, Credit Analysis, Credit, Series 65
Education
Pine Manor College
A.A., English and Art History
Tulane University
Bachelor of Arts (B.A.), English Literature and History
The Proper Analysis Corporation January 2010 - Present
Key Private Bank April 2004 - March 2009
Comerica Bank January 1998 - April 2004
Skills
Portfolio Management, Wealth Management, Loans, Investments, Estate Planning, Asset Managment, Asset Management, Private Banking, Series 7, Banking, Commercial Lending, Due Diligence, Investment Advisory, Strategic Financial..., Retirement Planning, Equities, Asset Allocation, Investment Management, High Net Worth..., Securities, Investment Strategies, Mutual Funds, Wealth Management..., Alternative Investments, Series 63, Wealth, Retirement, Financial Advisory, Uniform Combined State..., Fixed Income, Financial Services, 401k, Relationship Management, Bonds, IRAs, Financial Planners, Fixed Annuities, Trust Services, Credit Analysis, Credit, Series 65
Education
Pine Manor College
A.A., English and Art History
Tulane University
Bachelor of Arts (B.A.), English Literature and History
Bill Schretter MBA, CLU, ChFC, CFP Bill Schretter MBA, CLU, ChFC, CFP's Key Private Bank Experience December 2014 - Present
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Carla Wallace Carla Wallace's Key Private Bank Experience November 2005 - August 2007
Job Corporate Trust Associate at BOK Financial
Industry Investment Management
Experience
BOK Financial March 2013 - Present
Capital Group August 2007 - March 2013
Key Private Bank November 2005 - August 2007
PNC Financial Services (formerly National City Bank) December 2004 - November 2005
Prudential Financial May 2004 - December 2004
Continental Airlines December 1997 - May 2004
Skills
Financial Modeling, Portfolio Management, Asset Managment, Finance, Banking, Equities, Process Improvement, Insurance, Valuation, Securities, Analysis, Retirement Planning, Financial Reporting, Accounting, Leadership, Investments, Retirement Planning and..., Mutual Funds, Distributions, Compliance Analysis, Customer Service, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Science, Accounting
Cleveland State University 1998 — 2003
BBA, Business Economics
BOK Financial March 2013 - Present
Capital Group August 2007 - March 2013
Key Private Bank November 2005 - August 2007
PNC Financial Services (formerly National City Bank) December 2004 - November 2005
Prudential Financial May 2004 - December 2004
Continental Airlines December 1997 - May 2004
Skills
Financial Modeling, Portfolio Management, Asset Managment, Finance, Banking, Equities, Process Improvement, Insurance, Valuation, Securities, Analysis, Retirement Planning, Financial Reporting, Accounting, Leadership, Investments, Retirement Planning and..., Mutual Funds, Distributions, Compliance Analysis, Customer Service, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Science, Accounting
Cleveland State University 1998 — 2003
BBA, Business Economics
Todd A. Witt, CFP®'s Key Private Bank Experience 2002 - 2004
Job Senior Wealth Strategist at Valor Private Capital, LLC
Industry Investment Management
Experience
Valor Private Capital, LLC 2014 - Present
Aspire Private Capital, LLC 2010 - 2014
Aspire Wealth Management 2005 - 2014
First Horizon Wealth 2004 - 2005
Key Private Bank 2002 - 2004
Morgan Stanley 1998 - 2002
United States Marine Corps 1988 - 1994
Skills
High Net Worth..., Financial Planning, Investment Advisory, Estate Planning, Financial Markets, Investment Strategies, Capital Markets, Fiduciary Management, Alternative Investments, Family Office, Investments, Wealth Management, Asset Allocation, Asset Management
Education
University of South Carolina-Columbia
Bachelor of Science (BS)
North Carolina State University
CFP® Certification Education Program
Valor Private Capital, LLC 2014 - Present
Aspire Private Capital, LLC 2010 - 2014
Aspire Wealth Management 2005 - 2014
First Horizon Wealth 2004 - 2005
Key Private Bank 2002 - 2004
Morgan Stanley 1998 - 2002
United States Marine Corps 1988 - 1994
Skills
High Net Worth..., Financial Planning, Investment Advisory, Estate Planning, Financial Markets, Investment Strategies, Capital Markets, Fiduciary Management, Alternative Investments, Family Office, Investments, Wealth Management, Asset Allocation, Asset Management
Education
University of South Carolina-Columbia
Bachelor of Science (BS)
North Carolina State University
CFP® Certification Education Program
Janet Landry Butler Janet Landry Butler's Key Private Bank Experience May 2011 - March 2013
Job Customer Financial Services Leader at Owens Corning
Industry Building Materials
Experience
Owens Corning July 2013 - Present
KeyBank March 2013 - June 2013
Key Private Bank May 2011 - March 2013
KeyBank February 2005 - May 2011
KeyBank June 2004 - February 2005
Skills
Commercial Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Loans, Financial Analysis, Small Business Lending, Banking, Underwriting, Credit Risk, Finance, Risk Management, Financial Modeling, Investments, Consumer Lending, Strategic Financial..., Relationship Management
Education
University of Toledo 2006 — 2008
MBA
Miami University 2000 — 2004
Bachelors, Finance
St. Ursula Academy 2000 — 2004
High School, College-Prep
Owens Corning July 2013 - Present
KeyBank March 2013 - June 2013
Key Private Bank May 2011 - March 2013
KeyBank February 2005 - May 2011
KeyBank June 2004 - February 2005
Skills
Commercial Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Loans, Financial Analysis, Small Business Lending, Banking, Underwriting, Credit Risk, Finance, Risk Management, Financial Modeling, Investments, Consumer Lending, Strategic Financial..., Relationship Management
Education
University of Toledo 2006 — 2008
MBA
Miami University 2000 — 2004
Bachelors, Finance
St. Ursula Academy 2000 — 2004
High School, College-Prep
Ken Greaney Ken Greaney's Key Private Bank Experience 2014 - Present
Job Wealth Advisor at Key Private Bank
Industry Investment Management
Experience
Key Private Bank 2014 - Present
Fisher Investments 2000 - 2014
JPMorgan Chase 1991 - 2000
Skills
Investments, Risk Management, Estate Planning, Investment Management, Credit, Wealth Management, Asset Management, Leadership, Strategic Planning
Education
Miami University
Bachelor of Science (BS), Marketing/Finance
Key Private Bank 2014 - Present
Fisher Investments 2000 - 2014
JPMorgan Chase 1991 - 2000
Skills
Investments, Risk Management, Estate Planning, Investment Management, Credit, Wealth Management, Asset Management, Leadership, Strategic Planning
Education
Miami University
Bachelor of Science (BS), Marketing/Finance
Bryce Dawson Bryce Dawson's Key Private Bank Experience January 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Richard Elvidge, CFA Richard Elvidge, CFA's Key Private Bank Experience July 2013 - Present
Job Senior Portfolio Manager at KeyBank
Industry Investment Management
Experience
Key Private Bank July 2013 - Present
People's United Bank 2007 - July 2013
Acadia Trust, N.A. 2006 - 2007
F.L. Putnam Investment Management Co. 1999 - 2006
Skills
Asset Allocation, Investments, Asset Management, Wealth Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Credit, Alternative Investments, Investment Strategies, Banking, Chartered Financial..., Investment Management, Investment Advisory
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management
Key Private Bank July 2013 - Present
People's United Bank 2007 - July 2013
Acadia Trust, N.A. 2006 - 2007
F.L. Putnam Investment Management Co. 1999 - 2006
Skills
Asset Allocation, Investments, Asset Management, Wealth Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Credit, Alternative Investments, Investment Strategies, Banking, Chartered Financial..., Investment Management, Investment Advisory
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management
Scotty Brooks Scotty Brooks's Key Private Bank Experience January 2009 - October 2011
Job Trader at Crabel Capital Mgmt
Industry Financial Services
Experience
Crabel Capital Mgmt September 2013 - Present
Geneva Trading October 2012 - July 2013
Vision Financial Markets LLC November 2011 - October 2012
Key Private Bank January 2009 - October 2011
Skills
Options, Trading, Derivatives, Hedge Funds, Equity Trading, Options Strategies, Portfolio Management, Technical Analysis, Market Making, Hedging, Volatility, FX Options, Electronic Trading, Options Pricing, Grinding, Investments, Futures Trading, Futures, Commodity Markets, Equities, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 2009 — 2012
MBA, Finance & Banking
Capital University - School of Management 2002 — 2007
Bachelors, Finance, Economics, and Marketing
Crabel Capital Mgmt September 2013 - Present
Geneva Trading October 2012 - July 2013
Vision Financial Markets LLC November 2011 - October 2012
Key Private Bank January 2009 - October 2011
Skills
Options, Trading, Derivatives, Hedge Funds, Equity Trading, Options Strategies, Portfolio Management, Technical Analysis, Market Making, Hedging, Volatility, FX Options, Electronic Trading, Options Pricing, Grinding, Investments, Futures Trading, Futures, Commodity Markets, Equities, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 2009 — 2012
MBA, Finance & Banking
Capital University - School of Management 2002 — 2007
Bachelors, Finance, Economics, and Marketing
Cari Wyszynski Cari Wyszynski's Key Private Bank Experience November 1996 - Present
Job SVP, Relationship Manager at Key Private Bank
Industry Banking
Experience
Key Private Bank November 1996 - Present
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Lines Of Credit, Investments, Portfolio Management, SBA, Asset Based Lending, Relationship Management, Banking, Treasury Management, Retail Banking, Private Banking, Cash Management, Wealth Management, Commercial Mortgages, Underwriting, Credit Risk, Financial Services, Finance, Financial Analysis
Education
University of Puget Sound 1979 — 1983
BA Business Administration
Key Private Bank November 1996 - Present
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Lines Of Credit, Investments, Portfolio Management, SBA, Asset Based Lending, Relationship Management, Banking, Treasury Management, Retail Banking, Private Banking, Cash Management, Wealth Management, Commercial Mortgages, Underwriting, Credit Risk, Financial Services, Finance, Financial Analysis
Education
University of Puget Sound 1979 — 1983
BA Business Administration
Dennis Edmondson Dennis Edmondson's Key Private Bank Experience September 1997 - June 2002
Job Enrollment Advisor at University of Phoenix
Industry Higher Education
Experience
University of Phoenix – Dayton Ohio March 2007 - July 2015
Westminster Financial Capital Inc. November 2005 - March 2006
Chase November 2004 - May 2005
Bayer Financial Group April 2004 - December 2004
First Day Financial Credit Union November 2003 - April 2004
Key Private Bank September 1997 - June 2002
Skills
Higher Education
Education
Wright State University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Sinclair Community College 1992 — 1994
Associate’s Degree, Business Administration and Management, General
University of Phoenix – Dayton Ohio March 2007 - July 2015
Westminster Financial Capital Inc. November 2005 - March 2006
Chase November 2004 - May 2005
Bayer Financial Group April 2004 - December 2004
First Day Financial Credit Union November 2003 - April 2004
Key Private Bank September 1997 - June 2002
Skills
Higher Education
Education
Wright State University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Sinclair Community College 1992 — 1994
Associate’s Degree, Business Administration and Management, General
Jean-Pierre Green's Key Private Bank Experience May 2012 - Present
Job
Industry Financial Services
Experience
Key Private Bank May 2012 - Present
Seattle Repertory Theatre July 2010 - Present
JP Morgan Private Wealth Management September 2009 - May 2012
The Citi Private Bank February 2000 - August 2009
AXA Advisors 1998 - 2000
US Army June 1993 - August 1998
Skills
Wealth Management, Financial Planning, Team Oriented, Mortgage Lending, Securities Lending, Investment Strategies, Strategic Financial..., Investments, High Net Worth..., Financial Services, Team-oriented, Wealth Management..., Finance
Education
United States Military Academy at West Point 1989 — 1993
BS
Key Private Bank May 2012 - Present
Seattle Repertory Theatre July 2010 - Present
JP Morgan Private Wealth Management September 2009 - May 2012
The Citi Private Bank February 2000 - August 2009
AXA Advisors 1998 - 2000
US Army June 1993 - August 1998
Skills
Wealth Management, Financial Planning, Team Oriented, Mortgage Lending, Securities Lending, Investment Strategies, Strategic Financial..., Investments, High Net Worth..., Financial Services, Team-oriented, Wealth Management..., Finance
Education
United States Military Academy at West Point 1989 — 1993
BS
Joel T. Redmond, CFA, CFP®'s Key Private Bank Experience November 2011 - Present
Job Senior Financial Planner, Vice President at Key Private Bank
Industry Financial Services
Experience
Syracuse University - Martin J. Whitman School of Management January 2015 - Present
Key Private Bank November 2011 - Present
CFP Board October 2011 - Present
The One-Minute Financial Planner April 2011 - Present
Bryant & Stratton College 2008 - 2012
Wells Fargo Advisors, LLC June 2005 - November 2011
CXtec 2001 - 2004
CNY Business Journal 1998 - 2001
Skills
Financial Planning, Financial Analysis, Writing, Blogging, Technical Analysis, Fundamental Analysis, Classics, Teaching, Media, Public Speaking, Python, Strategic Financial..., Investments, Retirement, Financial Advisory, Financial Services, Analysis, Finance, Marketing, Asset Management, Personal Finance, Portfolio Management, Risk Management, Securities, Financial Modeling, Financial Planners, Series 7, Corporate Finance, Asset Allocation, Sales, Insurance, Wealth Management, Small Business, Leadership, Relationship Management, Time Management, Credit, Business, Investment Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Risk, Alternative Investments, Equities, Financial Markets, Wealth, Mergers & Acquisitions, Valuation, Trading
Education
Binghamton University 1989 — 1994
BA English, English
Syracuse University - Martin J. Whitman School of Management January 2015 - Present
Key Private Bank November 2011 - Present
CFP Board October 2011 - Present
The One-Minute Financial Planner April 2011 - Present
Bryant & Stratton College 2008 - 2012
Wells Fargo Advisors, LLC June 2005 - November 2011
CXtec 2001 - 2004
CNY Business Journal 1998 - 2001
Skills
Financial Planning, Financial Analysis, Writing, Blogging, Technical Analysis, Fundamental Analysis, Classics, Teaching, Media, Public Speaking, Python, Strategic Financial..., Investments, Retirement, Financial Advisory, Financial Services, Analysis, Finance, Marketing, Asset Management, Personal Finance, Portfolio Management, Risk Management, Securities, Financial Modeling, Financial Planners, Series 7, Corporate Finance, Asset Allocation, Sales, Insurance, Wealth Management, Small Business, Leadership, Relationship Management, Time Management, Credit, Business, Investment Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Risk, Alternative Investments, Equities, Financial Markets, Wealth, Mergers & Acquisitions, Valuation, Trading
Education
Binghamton University 1989 — 1994
BA English, English
Jennifer Mackert's Key Private Bank Experience 2005 - July 2007
Job Chief Project Manager at Clarity 2 Prosperity Mastermind Group / Prosperity Capital Advisors
Industry Financial Services
Experience
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Darel Gillespie's Key Private Bank Experience November 2009 - Present
Job Senior Trust Officer & Vice President, Key Private Bank, Seattle
Industry Banking
Experience
Key Private Bank November 2009 - Present
Key Private Bank May 2005 - November 2009
Evertrust Asset Management April 2001 - May 2005
Skills
Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Asset Allocation, Investment Management
Education
Central Washington University
Bachelor of Business Administration (B.B.A.), Finance & Management
Key Private Bank November 2009 - Present
Key Private Bank May 2005 - November 2009
Evertrust Asset Management April 2001 - May 2005
Skills
Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Asset Allocation, Investment Management
Education
Central Washington University
Bachelor of Business Administration (B.B.A.), Finance & Management
David Bolitho, MBA, CMP's Key Private Bank Experience 1998 - 2001
Job Vice President/Mortgage Manager at Guaranty Bank and Trust Company
Industry Banking
Experience
Guaranty Bank and Trust Company February 2013 - Present
Colorado State Bank and Trust April 2009 - February 2013
Bolitho Lending LLC/America's Mortgage LLC October 2005 - April 2009
Curves for Women November 2001 - October 2005
MegaStar Financial January 2001 - August 2005
Key Private Bank 1998 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Refinance, Loan Origination, USDA, FHA financing, FHA, Residential Mortgages, VA loans, Underwriting, Certified Mortgage..., First Time Home Buyers, Credit Analysis, Reverse Mortgages, Investment Properties, Commercial Lending, Construction Loans, Banking, Foreclosures, Financial Analysis, Investments, Real Estate, Commercial Mortgages, Government Loans, Small Business Lending, Portfolio Management, Consumer Lending, Home Equity Loans, Mortgage Underwriting, Commercial Banking, Real Estate Financing, Lines Of Credit, Residential Homes, Credit Risk, Mortgage Servicing, Loss Mitigation, Retail Banking, Loan Servicing, Financial Structuring, Real Estate Economics, Non-Conforming, Finance, Financial Services, Treasury Management, Relationship Management, Cash Management, SBA, Wealth Management
Education
Regis University 1999 — 2001
Masters of Business Adm, Finance and Accounting
The University of North Dakota 1988 — 1993
BA, Marketing
Lakeville High School
Guaranty Bank and Trust Company February 2013 - Present
Colorado State Bank and Trust April 2009 - February 2013
Bolitho Lending LLC/America's Mortgage LLC October 2005 - April 2009
Curves for Women November 2001 - October 2005
MegaStar Financial January 2001 - August 2005
Key Private Bank 1998 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Refinance, Loan Origination, USDA, FHA financing, FHA, Residential Mortgages, VA loans, Underwriting, Certified Mortgage..., First Time Home Buyers, Credit Analysis, Reverse Mortgages, Investment Properties, Commercial Lending, Construction Loans, Banking, Foreclosures, Financial Analysis, Investments, Real Estate, Commercial Mortgages, Government Loans, Small Business Lending, Portfolio Management, Consumer Lending, Home Equity Loans, Mortgage Underwriting, Commercial Banking, Real Estate Financing, Lines Of Credit, Residential Homes, Credit Risk, Mortgage Servicing, Loss Mitigation, Retail Banking, Loan Servicing, Financial Structuring, Real Estate Economics, Non-Conforming, Finance, Financial Services, Treasury Management, Relationship Management, Cash Management, SBA, Wealth Management
Education
Regis University 1999 — 2001
Masters of Business Adm, Finance and Accounting
The University of North Dakota 1988 — 1993
BA, Marketing
Lakeville High School
Catherine Callard's Key Private Bank Experience February 2004 - May 2012
Job Wealth Management Advisor at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank April 2012 - Present
Key Private Bank February 2004 - May 2012
CheckFree Corporation August 2001 - January 2004
IBS Consulting March 1999 - July 2001
Fifth Third Bancorp March 1995 - March 1999
Skills
Wealth Management, Strategic Planning, Public Speaking, Account Management, Business Development, New Business Development
Education
Miami University 1990 — 1992
BA, International Studies, Spanish, Latin American Studies
The College of Wooster 1988 — 1990
Pre Medical
Fifth Third Bank April 2012 - Present
Key Private Bank February 2004 - May 2012
CheckFree Corporation August 2001 - January 2004
IBS Consulting March 1999 - July 2001
Fifth Third Bancorp March 1995 - March 1999
Skills
Wealth Management, Strategic Planning, Public Speaking, Account Management, Business Development, New Business Development
Education
Miami University 1990 — 1992
BA, International Studies, Spanish, Latin American Studies
The College of Wooster 1988 — 1990
Pre Medical
Michael Frayman's Key Private Bank Experience 1997 - 2006
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Paul Olszewski, CFA's Key Private Bank Experience October 2013 - Present
Job VP Senior Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Rick Weigle's Key Private Bank Experience 1981 - Present
Job SVP at Key Bank, Director of Client Experience and Service Delivery
Industry Investment Management
Experience
Key Bank Senior Vice PresidentKeyCorp - Key Private Bank1995 - Present
KeyBank 1981 - Present
KeyCorp 1981 - Present
KEY PRIVATE BANK 1981 - Present
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Lines Of Credit, Wealth Management, Consumer Lending, Credit Analysis, Finance, Private Banking, Commercial Lending, Small Business Lending, Cash Management, Asset Management, Risk Management, Investments, Financial Analysis
Education
Allegheny College 1977 — 1981
Weatherhead School of Management at Case Western Reserve University
Key Bank Senior Vice PresidentKeyCorp - Key Private Bank1995 - Present
KeyBank 1981 - Present
KeyCorp 1981 - Present
KEY PRIVATE BANK 1981 - Present
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Lines Of Credit, Wealth Management, Consumer Lending, Credit Analysis, Finance, Private Banking, Commercial Lending, Small Business Lending, Cash Management, Asset Management, Risk Management, Investments, Financial Analysis
Education
Allegheny College 1977 — 1981
Weatherhead School of Management at Case Western Reserve University
Nathan Boyle's Key Private Bank Experience October 2000 - July 2012
Job Private Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass September 2012 - Present
Key Private Bank October 2000 - July 2012
Skills
Loans, Commercial Lending, Mortgage Lending, Commercial Banking, Banking, Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Treasury Management, Financial Analysis, Retail Banking, Loan Origination
Education
Colorado Mesa University 1996 — 1997
Douglas County
BBVA Compass September 2012 - Present
Key Private Bank October 2000 - July 2012
Skills
Loans, Commercial Lending, Mortgage Lending, Commercial Banking, Banking, Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Treasury Management, Financial Analysis, Retail Banking, Loan Origination
Education
Colorado Mesa University 1996 — 1997
Douglas County
Suzanne Rende's Key Private Bank Experience 2006 - Present
Job Key Private Bank
Industry Financial Services
Experience
Key Private Bank 2006 - Present
Skills
Investments, Estate Planning, Banking, Retirement Planning, Wealth Management, Strategic Planning, Financial Analysis, Team Building
Education
Cannon Financial Institute
CTFA
University of Maine
Key Private Bank 2006 - Present
Skills
Investments, Estate Planning, Banking, Retirement Planning, Wealth Management, Strategic Planning, Financial Analysis, Team Building
Education
Cannon Financial Institute
CTFA
University of Maine
Larry Halvorson ChFC, CLU, AEP's Key Private Bank Experience April 2014 - Present
Job Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank April 2014 - Present
Nexus Wealth Management, Inc. January 2008 - March 2014
Nexus Wealth Management, Inc. January 2008 - March 2014
MassMutual Financial Group December 2005 - January 2008
Skills
Business Continuation..., Buy-Sell Review, Executive Benefits..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Mutual Funds, Long Term Care Insurance, Tax-Deferred Savings, Term Life Insurance, Wealth Accumulation, Disability Income..., Estate Planning, 401 (k), SEP & Simple..., Series 6, 7, 63,..., Strategic Financial..., Financial Research, Life Insurance, Strategic Planning, Finance, Disability Insurance, Business Continuity..., Wealth Management, Insurance, Fixed Annuities, Business Planning, Retirement Planning, Marketing, Investments, Leadership, Financial Analysis, Public Speaking, Marketing Strategy, Loans
Education
The American College 1979 — 1983
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services
University of Idaho 1970 — 1975
BS Business, Accounting
Key Private Bank April 2014 - Present
Nexus Wealth Management, Inc. January 2008 - March 2014
Nexus Wealth Management, Inc. January 2008 - March 2014
MassMutual Financial Group December 2005 - January 2008
Skills
Business Continuation..., Buy-Sell Review, Executive Benefits..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Mutual Funds, Long Term Care Insurance, Tax-Deferred Savings, Term Life Insurance, Wealth Accumulation, Disability Income..., Estate Planning, 401 (k), SEP & Simple..., Series 6, 7, 63,..., Strategic Financial..., Financial Research, Life Insurance, Strategic Planning, Finance, Disability Insurance, Business Continuity..., Wealth Management, Insurance, Fixed Annuities, Business Planning, Retirement Planning, Marketing, Investments, Leadership, Financial Analysis, Public Speaking, Marketing Strategy, Loans
Education
The American College 1979 — 1983
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services
University of Idaho 1970 — 1975
BS Business, Accounting
Steve Harlan's Key Private Bank Experience 2007 - August 2011
Job Executive Vice President, Wealth Management at Guaranty Bank and Trust
Industry Banking
Experience
Guaranty Bank and Trust Company September 2011 - Present
Key Private Bank 2007 - August 2011
Wells Fargo Private Bank 2004 - 2007
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Mortgage Lending, Loans, Portfolio Management, Credit
Education
Kansas State University 1988 — 1992
B.S, Finance
Guaranty Bank and Trust Company September 2011 - Present
Key Private Bank 2007 - August 2011
Wells Fargo Private Bank 2004 - 2007
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Mortgage Lending, Loans, Portfolio Management, Credit
Education
Kansas State University 1988 — 1992
B.S, Finance
Linda Kelly CFP ®'s Key Private Bank Experience January 2007 - Present
Job
Industry Investment Management
Experience
Key Private Bank January 2007 - Present
Skills
Derivatives, Structured Products, Options, ISDA negotiations, Investments, Equity Derivatives, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Series 7, Equities, Fixed Income, Capital Markets, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1990
MBA
College of Wooster
Bachelor of Arts (B.A.)
Key Private Bank January 2007 - Present
Skills
Derivatives, Structured Products, Options, ISDA negotiations, Investments, Equity Derivatives, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Series 7, Equities, Fixed Income, Capital Markets, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1990
MBA
College of Wooster
Bachelor of Arts (B.A.)
David J. McLaughlin's Key Private Bank Experience 1996 - 2013
Job Portfolio Manager at Key Private Bank
Industry Investment Management
Eric Lutz's Key Private Bank Experience September 2006 - March 2008
Job Regional Manager at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - December 2012
Key Private Bank September 2006 - March 2008
Webster Financial Advisors - Webster Bank October 2001 - September 2006
Skills
Credit, Wealth Management, Private Banking, Restructuring, Succession Planning
Education
Brown University 1979 — 1983
BA -Economics, Economics, English
Wells Fargo Private Bank January 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - December 2012
Key Private Bank September 2006 - March 2008
Webster Financial Advisors - Webster Bank October 2001 - September 2006
Skills
Credit, Wealth Management, Private Banking, Restructuring, Succession Planning
Education
Brown University 1979 — 1983
BA -Economics, Economics, English
Ron Ulle, CFA's Key Private Bank Experience 1998 - November 2010
Job Senior Director, Portfolio Management at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management December 2010 - Present
Key Private Bank 1998 - November 2010
Victory Capital Management January 1997 - January 1998
KeyCorp December 1993 - January 1997
Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking & Finance
The University of Akron 1988 — 1992
Bachelor, Finance
BNY Mellon Wealth Management December 2010 - Present
Key Private Bank 1998 - November 2010
Victory Capital Management January 1997 - January 1998
KeyCorp December 1993 - January 1997
Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking & Finance
The University of Akron 1988 — 1992
Bachelor, Finance
Sean Roy-Becker's Key Private Bank Experience 2006 - September 2010
Job Vice President TD Wealth, Private Client Group
Industry Financial Services
Experience
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
Patrick Pattison's Key Private Bank Experience July 2008 - Present
Job Senior Relationship Associate
Industry Financial Services
Experience
Key Private Bank July 2008 - Present
Fith Third Bank June 2005 - March 2008
Standard Federal Bank January 1995 - January 2005
Skills
Banking, Wealth Management, Portfolio Management, Investments, Asset Managment, Small Business Lending, Commercial Lending, Loans, Consumer Lending, Commercial Banking, Branch Management, Mortgage Lending, Credit, Retail Banking, Credit Analysis
Education
Walsh College 1994 — 1997
MSF, Finance
State University of New York at New Paltz 1987 — 1991
B.A., Economics
Key Private Bank July 2008 - Present
Fith Third Bank June 2005 - March 2008
Standard Federal Bank January 1995 - January 2005
Skills
Banking, Wealth Management, Portfolio Management, Investments, Asset Managment, Small Business Lending, Commercial Lending, Loans, Consumer Lending, Commercial Banking, Branch Management, Mortgage Lending, Credit, Retail Banking, Credit Analysis
Education
Walsh College 1994 — 1997
MSF, Finance
State University of New York at New Paltz 1987 — 1991
B.A., Economics
Edwin Morrow's Key Private Bank Experience February 2010 - Present
Job Wealth Strategies Specialist at Key Private Bank
Industry Financial Services
Experience
KeyBank January 2005 - Present
Key Private Bank February 2010 - Present
University of Cincinnati Law School February 2015 - Present
Furnier & Flagel, LLP January 2000 - January 2005
Morrow Law Office November 1998 - January 2005
Skills
Asset Protection, Wealth Transfer, Charitable Giving, Estate Planning, Trusts, Wealth Management, Retirement Planning, High Net Worth..., Estate Tax Planning, Wealth, Charities, Financial Planners, Wealth Management..., Financial Advisory, Private Banking, Estate Law, Investments, Tax, Succession Planning, Certified Financial..., Finance, Investment Advisory, Retirement, Strategic Financial..., Business Planning, Asset Allocation, Securities, Trust Services, IRAs, 401k, Financial Planning
Education
Xavier University - Williams College of Business 2007 — 2008
MBA, Business
Self Study - Passed Level 1 CFA Exam 2010 — 2010
NA, Investment Management, NA
Capital University Law School 1999 — 2000
LL.M., Tax Law
Lewis & Clark Law School 1996 — 1998
J.D., Law
Stetson University 1986 — 1990
B.A., History
Université de Bourgogne 1988 — 1989
N/A, French
Middletown High School 1983 — 1986
High School Diploma, NA
KeyBank January 2005 - Present
Key Private Bank February 2010 - Present
University of Cincinnati Law School February 2015 - Present
Furnier & Flagel, LLP January 2000 - January 2005
Morrow Law Office November 1998 - January 2005
Skills
Asset Protection, Wealth Transfer, Charitable Giving, Estate Planning, Trusts, Wealth Management, Retirement Planning, High Net Worth..., Estate Tax Planning, Wealth, Charities, Financial Planners, Wealth Management..., Financial Advisory, Private Banking, Estate Law, Investments, Tax, Succession Planning, Certified Financial..., Finance, Investment Advisory, Retirement, Strategic Financial..., Business Planning, Asset Allocation, Securities, Trust Services, IRAs, 401k, Financial Planning
Education
Xavier University - Williams College of Business 2007 — 2008
MBA, Business
Self Study - Passed Level 1 CFA Exam 2010 — 2010
NA, Investment Management, NA
Capital University Law School 1999 — 2000
LL.M., Tax Law
Lewis & Clark Law School 1996 — 1998
J.D., Law
Stetson University 1986 — 1990
B.A., History
Université de Bourgogne 1988 — 1989
N/A, French
Middletown High School 1983 — 1986
High School Diploma, NA
Patsy Carl's Key Private Bank Experience 1986 - Present
Job Wealth Associate Key Private Bank
Industry Health, Wellness and Fitness
Experience
Key Private Bank 1986 - Present
St. Peter's Hospital April 1997 - 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Modeling, Budgets, Managerial Finance, Strategic Financial..., Variance Analysis, Internal Controls, Financial Accounting, Finance, Sarbanes-Oxley Act
Education
ACADEMY OF THE HOLY NAMES
ACADEMY OF THE HOLY NAMES
Siena College
Key Private Bank 1986 - Present
St. Peter's Hospital April 1997 - 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Modeling, Budgets, Managerial Finance, Strategic Financial..., Variance Analysis, Internal Controls, Financial Accounting, Finance, Sarbanes-Oxley Act
Education
ACADEMY OF THE HOLY NAMES
ACADEMY OF THE HOLY NAMES
Siena College
Thomas Schiltz, CPA, CFP's Key Private Bank Experience June 2015 - Present
Job Wealth Advisor at Key Bank
Industry Hospital & Health Care
Experience
Key Private Bank June 2015 - Present
Cleveland Clinic July 2004 - January 2015
Cleveland Clinic September 1999 - June 2004
Cleveland Clinic September 1994 - August 1999
Cleveland Clinic June 1989 - August 1994
Ernst & Young September 1986 - May 1989
Skills
Strategic Planning, Management, Healthcare, Customer Service, Financial Analysis, Finance, Healthcare Management, Budgets, Healthcare Information..., Process Improvement
Education
John Carroll University 2008 — 2009
Cleveland State University 1999 — 2002
Master of Business Administration (MBA), Economics
Key Private Bank June 2015 - Present
Cleveland Clinic July 2004 - January 2015
Cleveland Clinic September 1999 - June 2004
Cleveland Clinic September 1994 - August 1999
Cleveland Clinic June 1989 - August 1994
Ernst & Young September 1986 - May 1989
Skills
Strategic Planning, Management, Healthcare, Customer Service, Financial Analysis, Finance, Healthcare Management, Budgets, Healthcare Information..., Process Improvement
Education
John Carroll University 2008 — 2009
Cleveland State University 1999 — 2002
Master of Business Administration (MBA), Economics
Jean Lewis's Key Private Bank Experience September 2009 - April 2014
Job VP/Wealth Management Advisor
Industry Financial Services
Experience
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
Casey Singleton, CWS®'s Key Private Bank Experience March 2014 - May 2015
Job Assistant Vice President, Business Banking Officer at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2015 - Present
Junior Achievement USA April 2015 - Present
Business for Culture and the Arts January 2015 - June 2015
Key Private Bank March 2014 - May 2015
Rock 'n' Roll Camp for Girls November 2012 - February 2015
Key Private Bank July 2013 - March 2014
PDX Duck Biz Lunch January 2012 - December 2013
UO Alumni Association (Portland Chapter) November 2011 - December 2013
Key Bank May 2012 - July 2013
American Pacific Mortgage (formerly known as Big River Mortgage) April 2008 - May 2012
Skills
Home Marketing, Loans, FHA, VA, Conventional, Mortgage Banking, Marketing, Mortgage Lending, Loan Origination, USDA, Consumer Lending, Credit, Sales, Banking, Refinance, Financial Services, Small Business, Referrals, Home Equity Loans, Real Estate, Residential Mortgages, VA Loans
Education
University of Oregon 1995 — 2001
Bachelors of Arts, (English, Latin)
Cannon Financial Institute
Certified Wealth Strategist
U.S. Bank June 2015 - Present
Junior Achievement USA April 2015 - Present
Business for Culture and the Arts January 2015 - June 2015
Key Private Bank March 2014 - May 2015
Rock 'n' Roll Camp for Girls November 2012 - February 2015
Key Private Bank July 2013 - March 2014
PDX Duck Biz Lunch January 2012 - December 2013
UO Alumni Association (Portland Chapter) November 2011 - December 2013
Key Bank May 2012 - July 2013
American Pacific Mortgage (formerly known as Big River Mortgage) April 2008 - May 2012
Skills
Home Marketing, Loans, FHA, VA, Conventional, Mortgage Banking, Marketing, Mortgage Lending, Loan Origination, USDA, Consumer Lending, Credit, Sales, Banking, Refinance, Financial Services, Small Business, Referrals, Home Equity Loans, Real Estate, Residential Mortgages, VA Loans
Education
University of Oregon 1995 — 2001
Bachelors of Arts, (English, Latin)
Cannon Financial Institute
Certified Wealth Strategist
Sandra Kalbach's Key Private Bank Experience 2002 - Present
Job Vice President at KeyBank
Industry Banking
Experience
KeyBank December 2002 - Present
Key Private Bank 2002 - Present
Skills
Estate Planning, Asset Protection, Trusts, Probate
Education
SUNY Oswego 1976 — 1980
BS, Business Administration/Accounting
KeyBank December 2002 - Present
Key Private Bank 2002 - Present
Skills
Estate Planning, Asset Protection, Trusts, Probate
Education
SUNY Oswego 1976 — 1980
BS, Business Administration/Accounting
Donna Huntsman's Key Private Bank Experience 1977 - 2009
Job SVP/Manager at Umpqua Private Bank
Industry Financial Services
Experience
Retired/Huntsman & Huntsman August 2012 - Present
Umpqua Private Bank August 2009 - September 2012
Umpqua Bank 2009 - December 2010
Key Bank 1977 - 2009
Key Bank 1977 - 2009
Key Private Bank 1977 - 2009
Skills
Commercial Banking, Process Improvement, Banking, Portfolio Management, Loans, Credit, Commercial Lending, Small Business Lending, Strategic Planning, Credit Analysis
Education
University of Oregon 1972 — 1973
BS, Phys. Ed
Retired/Huntsman & Huntsman August 2012 - Present
Umpqua Private Bank August 2009 - September 2012
Umpqua Bank 2009 - December 2010
Key Bank 1977 - 2009
Key Bank 1977 - 2009
Key Private Bank 1977 - 2009
Skills
Commercial Banking, Process Improvement, Banking, Portfolio Management, Loans, Credit, Commercial Lending, Small Business Lending, Strategic Planning, Credit Analysis
Education
University of Oregon 1972 — 1973
BS, Phys. Ed
Rick Krawczeski, CFP®'s Key Private Bank Experience July 1999 - July 2007
Job Managing Director of Financial Planning
Industry Financial Services
Experience
First Republic Private Wealth Management November 2014 - Present
Fort Washington Investment Advisors July 2007 - November 2014
Key Private Bank July 1999 - July 2007
Skills
High Net Worth..., Employee Stock Options, Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Financial Services, Asset Allocation, Financial Advisory, Banking, Finance, Wealth Management, Investments, Asset Managment, Portfolio Management
Education
Xavier University 1990 — 1991
MBA, Finance
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
The Ohio State University
Bachelor's Degree, Finance
First Republic Private Wealth Management November 2014 - Present
Fort Washington Investment Advisors July 2007 - November 2014
Key Private Bank July 1999 - July 2007
Skills
High Net Worth..., Employee Stock Options, Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Financial Services, Asset Allocation, Financial Advisory, Banking, Finance, Wealth Management, Investments, Asset Managment, Portfolio Management
Education
Xavier University 1990 — 1991
MBA, Finance
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
The Ohio State University
Bachelor's Degree, Finance
Scott Harris CLTC's Key Private Bank Experience 2013 - Present
Job Vice President at Key Private Bank
Industry Financial Services
Experience
Key Private Bank 2013 - Present
Lincoln Financial Advisors 2007 - 2013
John Hancock Financial Services/The Carta Group February 2003 - June 2006
New England Financial June 1988 - February 2003
Skills
Financial Planners, Wealth, Investments, Strategic Financial..., Series 63, Series 6, Retirement Planning, Fixed Annuities, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Education Funding, Financial Advisory
Education
Ithaca College 1983 — 1987
BA, Political Science/Economics
Key Private Bank 2013 - Present
Lincoln Financial Advisors 2007 - 2013
John Hancock Financial Services/The Carta Group February 2003 - June 2006
New England Financial June 1988 - February 2003
Skills
Financial Planners, Wealth, Investments, Strategic Financial..., Series 63, Series 6, Retirement Planning, Fixed Annuities, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Education Funding, Financial Advisory
Education
Ithaca College 1983 — 1987
BA, Political Science/Economics
Jessica Seitz's Key Private Bank Experience June 2012 - July 2013
Job Account Management at Zenreach
Industry Online Media
Experience
Zenreach February 2014 - Present
Key Private Bank June 2012 - July 2013
KeyBank June 2011 - June 2012
University of Colorado at Boulder September 2010 - March 2011
ACCION New Mexico, Arizona, Colorado May 2010 - August 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Research, PowerPoint, Writing, Siebel, Lotus Notes, Microsoft Word, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelors of Science, Business Administration; an emphasis in Finance
Zenreach February 2014 - Present
Key Private Bank June 2012 - July 2013
KeyBank June 2011 - June 2012
University of Colorado at Boulder September 2010 - March 2011
ACCION New Mexico, Arizona, Colorado May 2010 - August 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Research, PowerPoint, Writing, Siebel, Lotus Notes, Microsoft Word, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelors of Science, Business Administration; an emphasis in Finance
David Bosak's Key Private Bank Experience June 2007 - July 2012
Job Client Service Manager at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management June 2014 - Present
KeyBank July 2012 - June 2014
Key Private Bank June 2007 - July 2012
Key Private Bank November 2006 - June 2007
McDonald Financial Group (Key Corp) October 2005 - November 2006
MBNA April 2004 - October 2005
Skills
Investments, Finance, Banking, Management, Loans, Wealth Management, Portfolio Management, Asset Management, Accounting, Analysis, Account Reconciliation, Employee Benefits, Marketing, Accounts Payable, Customer Satisfaction, Credit, Credit Analysis, Asset Allocation, Strategic Financial..., Retirement Planning
Education
Cleveland State University
MBA, Master, Business Administration
The University of Akron 2001 — 2003
B.S.B.A. Bachelor of Science, Business Administration; Marketing Management
Fairport Asset Management June 2014 - Present
KeyBank July 2012 - June 2014
Key Private Bank June 2007 - July 2012
Key Private Bank November 2006 - June 2007
McDonald Financial Group (Key Corp) October 2005 - November 2006
MBNA April 2004 - October 2005
Skills
Investments, Finance, Banking, Management, Loans, Wealth Management, Portfolio Management, Asset Management, Accounting, Analysis, Account Reconciliation, Employee Benefits, Marketing, Accounts Payable, Customer Satisfaction, Credit, Credit Analysis, Asset Allocation, Strategic Financial..., Retirement Planning
Education
Cleveland State University
MBA, Master, Business Administration
The University of Akron 2001 — 2003
B.S.B.A. Bachelor of Science, Business Administration; Marketing Management
Chuck Collopy's Key Private Bank Experience May 2007 - May 2010
Job Senior Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2010 - Present
Key Private Bank May 2007 - May 2010
Key Private Bank June 2007 - April 2010
Wells Fargo Bank, Private Client Services January 1998 - May 2007
Skills
Commercial Banking, Banking, Credit, Loans, Commercial Lending, Portfolio Management, Private Banking, Investments, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Small Business Lending, Financial Analysis, Credit Risk
Education
American Graduate School of Management 1975 — 1977
Master's Degree, Management
California Western University 1970 — 1974
Bachelor's Degree, History
First Republic Bank May 2010 - Present
Key Private Bank May 2007 - May 2010
Key Private Bank June 2007 - April 2010
Wells Fargo Bank, Private Client Services January 1998 - May 2007
Skills
Commercial Banking, Banking, Credit, Loans, Commercial Lending, Portfolio Management, Private Banking, Investments, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Small Business Lending, Financial Analysis, Credit Risk
Education
American Graduate School of Management 1975 — 1977
Master's Degree, Management
California Western University 1970 — 1974
Bachelor's Degree, History
Michael A. Niederst's Key Private Bank Experience March 2012 - Present
Job Wealth Management Senior Financial Planner, VP at Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2012 - Present
Key Private Bank March 2011 - March 2012
First Federal of Lakewood 1999 - 2011
Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Small Business, Small Business Lending, Refinance, Notary Public, FHA, Strategic Financial..., High Net Worth..., Financial Planners, Certified Financial..., Strategic Planning, Personal Financial..., Financial Analysis, Holistic Financial..., Cash Flow, Investments
Education
The American College 2010 — 2012
Masters in Financial Services, Financial Planning
Cleveland State University 1999 — 2001
MBA
Allegheny College 1995 — 1999
BA, Economics
Key Private Bank March 2012 - Present
Key Private Bank March 2011 - March 2012
First Federal of Lakewood 1999 - 2011
Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Small Business, Small Business Lending, Refinance, Notary Public, FHA, Strategic Financial..., High Net Worth..., Financial Planners, Certified Financial..., Strategic Planning, Personal Financial..., Financial Analysis, Holistic Financial..., Cash Flow, Investments
Education
The American College 2010 — 2012
Masters in Financial Services, Financial Planning
Cleveland State University 1999 — 2001
MBA
Allegheny College 1995 — 1999
BA, Economics
Harry Konrad's Key Private Bank Experience January 2015 - Present
Job Portfolio Manager Associate II at Key Private Bank
Industry Banking
Experience
Key Private Bank January 2015 - Present
Boston Market January 2012 - Present
KeyBank July 2013 - January 2015
U.S. Bank August 2012 - July 2013
Boston Market April 2004 - January 2012
U.S. Remodelers January 2010 - March 2010
Waveland Communications June 2009 - January 2010
Lake County Captains May 2008 - August 2008
Skills
Budgets, Sales, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Management
Education
Tiffin University 2015 — 2018
MBA, Finance and Financial Management Services
Lake Erie College 2005 — 2009
Bachelor of Science (B.S.), business administration and sports management
Lake Erie College 2005 — 2009
Bachelors of Science, Business Administration
Key Private Bank January 2015 - Present
Boston Market January 2012 - Present
KeyBank July 2013 - January 2015
U.S. Bank August 2012 - July 2013
Boston Market April 2004 - January 2012
U.S. Remodelers January 2010 - March 2010
Waveland Communications June 2009 - January 2010
Lake County Captains May 2008 - August 2008
Skills
Budgets, Sales, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Management
Education
Tiffin University 2015 — 2018
MBA, Finance and Financial Management Services
Lake Erie College 2005 — 2009
Bachelor of Science (B.S.), business administration and sports management
Lake Erie College 2005 — 2009
Bachelors of Science, Business Administration
Joe Hinkle's Key Private Bank Experience 1998 - Present
Job Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Summit Workforce Solutions 2012 - Present
Key Private Bank 1998 - Present
Zalick Torok Kirgesner Cook & Co. October 1982 - June 1998
Bruner Cox LLP January 1981 - May 1982
Skills
Investment Management, Equities, Fixed Income, Alternative Investments, Investment Strategies, Derivatives
Education
The University of Akron 1983 — 1987
Masters of Science, Taxation
The University of Akron 1977 — 1980
Bachelors of Science, Accounting
Summit Workforce Solutions 2012 - Present
Key Private Bank 1998 - Present
Zalick Torok Kirgesner Cook & Co. October 1982 - June 1998
Bruner Cox LLP January 1981 - May 1982
Skills
Investment Management, Equities, Fixed Income, Alternative Investments, Investment Strategies, Derivatives
Education
The University of Akron 1983 — 1987
Masters of Science, Taxation
The University of Akron 1977 — 1980
Bachelors of Science, Accounting
Jerry Bielek's Key Private Bank Experience
Job Employee at Key Private Bank
Industry Investment Management
Experience
Key Private Bank
Skills
None
Education
John Carroll University
Key Private Bank
Skills
None
Education
John Carroll University
John Willoughby, CFA's Key Private Bank Experience June 2009 - October 2010
Job SVP, Investment Strategist at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank October 2010 - Present
Key Private Bank June 2009 - October 2010
U.S. Trust/Bank of America September 2003 - March 2009
EPW Investment Management July 1996 - June 2003
Smith Barney, Inc. October 1994 - July 1996
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Wealth Management..., Investment Strategies, Chartered Financial..., Investment Management, Asset Managment, Alternative Investments, Equities, Fixed Income, Investment Advisory, Hedge Funds, Financial Planning, High Net Worth..., Financial Services, Retirement Planning, Family Office
Education
Auburn University 1985 — 1989
Bachelor of Science (BS), Finance, General
SunTrust Bank October 2010 - Present
Key Private Bank June 2009 - October 2010
U.S. Trust/Bank of America September 2003 - March 2009
EPW Investment Management July 1996 - June 2003
Smith Barney, Inc. October 1994 - July 1996
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Wealth Management..., Investment Strategies, Chartered Financial..., Investment Management, Asset Managment, Alternative Investments, Equities, Fixed Income, Investment Advisory, Hedge Funds, Financial Planning, High Net Worth..., Financial Services, Retirement Planning, Family Office
Education
Auburn University 1985 — 1989
Bachelor of Science (BS), Finance, General