Jeffrey Douglas, CFA

National Head of Field Enablement and Data Analytics at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Solon, Ohio, United States, US

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Credentials

  • Chartered Financial Analyst
    162977

Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • National Head of Field Enablement and Data Analytics
      • Jan 2022 - Present

    • National Director of Sales and Client Experience
      • Jan 2019 - Apr 2022

      Responsible for the delivery of Key Private Bank's full range of services and client experience. Key's suite of services tailored to HNW and UNHW families is delivered through our over 100 sales professionals across our 28 geographic markets which span from Maine to Alaska.

    • United States
    • Banking
    • 700 & Above Employee
    • National Director of Banking, Key Private Bank
      • Jun 2015 - Apr 2022

    • District President, Eastern Ohio
      • Jun 2011 - Jun 2015

    • United States
    • Medical Equipment Manufacturing
    • 1 - 100 Employee
    • Judge
      • 2013 - 2013

    • United States
    • Financial Services
    • 700 & Above Employee
    • Executive Vice President
      • May 2009 - May 2011

    • Banking
    • 700 & Above Employee
    • Executive Vice President
      • Jan 1996 - Apr 2009

    • Vice President
      • Jul 1987 - Jan 1996

Education

  • Northwestern University - Kellogg School of Management
    MM/MBA, Finance, Marketing & International Business
    1991 - 1993
  • Indiana University Bloomington
    BS, Finance
    1983 - 1987

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