Egzon Dauti, MBA, CWS®

Director, Family Wealth Consulting at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • Certified Wealth Strategist
    Cannon Financial Institute

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Director, Family Wealth Consulting
      • Nov 2021 - Present

    • AVP, Associate Relationship Manager
      • Dec 2019 - Nov 2021

    • Associate
      • Nov 2017 - Dec 2019

  • Citizens
    • United States
    • Banking
    • 700 & Above Employee
    • Licensed Banker
      • Mar 2017 - Nov 2017

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Trust Associate
      • Nov 2015 - Mar 2017

Education

  • University of Connecticut School of Business
    Master of Business Administration - MBA, Finance
  • Southern Connecticut State University
    Bachelor of Science - BS, Finance
  • University of Hartford
    Master of Science, Taxation

Community

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