Senior Vice President, Regional Family Wealth Strategist

• Feb 2019 - Present

Senior Vice President, Wealth Advisor

• Mar 2009 - Feb 2019

As a Wealth Advisor with Key Private Bank, I work with clients to create a comprehensive wealth management strategy to address their financial and estate objectives. Utilizing a defined and disciplined process, I assemble a team of specialists to address all of the complex issues which impact clients and their families. I work closely with business owners to plan for future business transitions, working in conjunction with their professional advisors.Key Private Bank has been advising generations of families for over 190 years. I am part of a local team of financial professionals dedicated to providing investment management, trust, financial planning and banking solutions, leveraging KeyBank's deep and vast national resources.I hold the Certified Private Wealth Advisor® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business.I enjoy sharing my passion for providing financial education as a guest on NBC WNYT TV-13 "Money Monday." Since 2008, I have appeared monthly to share advice on timely financial issues. Show less

Senior Vice President, Director of Marketing & Business Development

• Jul 2000 - Mar 2009

As Senior Vice President and Director of Marketing & Business Development, I oversaw the delivery of the firm's wealth management services and was responsible for developing new products and services to enhance client relationships. I was also responsible for cultivating new client relationships and presenting the firm's wealth management capabilities to prospective clients and professional advisors. I played a key role in the creation and launch of the firm as a registered investment advisor. As Senior Vice President and Director of Marketing & Business Development, I oversaw the delivery of the firm's wealth management services and was responsible for developing new products and services to enhance client relationships. I was also responsible for cultivating new client relationships and presenting the firm's wealth management capabilities to prospective clients and professional advisors. I played a key role in the creation and launch of the firm as a registered investment advisor.