Paul Kieffer

Senior Vice President at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Buffalo, New York, United States, US
Skills

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Credentials

  • CPA/PFS, CFP, CLU, ChFC, RICP, CASL, CGMA, CAP
    -

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Senior Vice President
      • Nov 2020 - Present

  • Intuit
    • United States
    • Software Development
    • 700 & Above Employee
    • TurboTax/Mint - Select Time employee
      • Dec 2019 - Nov 2020

  • Wilmington Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Administrative Vice President - Director of Wealth Strategies
      • Jan 2012 - Sep 2019

      Managed the Financial Planning Department. Oversaw budget, expense control and financial analysis reporting. Ensured satisfactory audits and service standards, providing legal and compliance oversight. Handled recruiting/hiring, performance measurement, performance reviews, career development, training and incentive compensation. Oversaw review, selection and implementation of financial planning vendors including contract negotiation. Participated in meetings with top clients and prospects on their personal financial plan. Consulted on development and implementation of business owner seminar presentations for bank clients and prospects. Participated in panel discussions on key financial topics with other industry experts. Show less

  • M&T Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Administrative Vice President - Manager of Financial Planning/Business Valuations/Private Banking
      • Jan 2008 - Jan 2012

      Directed a staff of over 50 professionals whom provided comprehensive financial planning services to high net worth clients; business valuation services to clients for estate planning. succession and merger/acquisition purposes; along with private banking services to clients of the bank.

    • Vice President - Manager Financial Planning
      • Jan 2005 - Jan 2008

      Expanded the Financial Planning department throughout the expanding M&T footprint and across internal verticals including the retail bank, business banking, commercial lending.

    • Vice President - Regional Wealth Manager
      • Jan 2003 - Jan 2005

      Lead the Western NY region of bank professionals delivering wealth management solutions (including investment, trust, employee benefits, insurance etc.) to high net worth individuals, families corporations and non-profit institutions.

    • Vice President - Manager of Financial Planning
      • Jan 1999 - Jan 2003

    • Assistant Vice President - Financial Planner
      • Jan 1998 - Jan 1999

  • D'Alba & Donovan, Certified Public Accountants
    • Amherst * NY
    • CPA
      • Jan 1996 - Jan 1998

      Tax Manager Tax Manager

  • Fiddler & Company, Certified Public Accountants
    • Amherst * NY
    • CPA
      • Jan 1983 - Jan 1996

      Tax Manager, Merger and Acquisition Specialist Tax Manager, Merger and Acquisition Specialist

Education

  • State University of New York at Buffalo - School of Management
    Master of Business Administration (M.B.A.), Accounting and Finance
  • State University of New York at Buffalo - School of Management
    Graduate Tax Program
  • American Institute of Certified Public Accountants
    CPA, Personal Financial Specialist
  • College for Financial Planning
    CFP
  • The American College
    CLU, CAP, RICP

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