Kyle S. Morgan, CMAA, CWS

Senior Vice President and Senior Relationship Manager Key Private Bank 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

  • Certified Wealth Strategist
    Cannon Financial Institute
    May, 2020
    - Oct, 2024
  • Certified Merger and Acquisition Advisor (CM&AA)
    Alliance of M&A Advisors
    May, 2019
    - Oct, 2024
  • Series 7 and 66
    FINRA (Financial Industry Regulatory Authority)
    Jan, 2004
    - Oct, 2024

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Senior Vice President and Senior Relationship Manager Key Private Bank
      • Jun 2022 - Present

      Senior Vice President and Senior Relationship Manager Key Private Bank Western New York. Partnering with the KeyCorp commercial lending, investment banking, and retail branch network to coordinate wealth management, lending, and estate planning strategies. Lead officer for institutional and non-profit investment management. AM&AA Certified Merger and Acquisition Advisor. Certified Wealth Strategist. Senior Vice President and Senior Relationship Manager Key Private Bank Western New York. Partnering with the KeyCorp commercial lending, investment banking, and retail branch network to coordinate wealth management, lending, and estate planning strategies. Lead officer for institutional and non-profit investment management. AM&AA Certified Merger and Acquisition Advisor. Certified Wealth Strategist.

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Vice President and Relationship Manager Key Private Bank
      • Jun 2018 - Present

      Vice President and Wealth Advisor/Relationship Manager at Key Private Bank, Buffalo, New York. Partnering with the KeyCorp commercial lending, investment banking, and retail branch network to coordinate wealth management, lending, and estate planning strategies. Lead officer for institutional and non-profit investment management. AM&AA Certified Merger and Acquisition Advisor. Certified Wealth Strategist. Vice President and Wealth Advisor/Relationship Manager at Key Private Bank, Buffalo, New York. Partnering with the KeyCorp commercial lending, investment banking, and retail branch network to coordinate wealth management, lending, and estate planning strategies. Lead officer for institutional and non-profit investment management. AM&AA Certified Merger and Acquisition Advisor. Certified Wealth Strategist.

  • Federated Hermes
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President Wealth Management and Trust / Global Capital Markets
      • Dec 2003 - Nov 2017

      Regional Vice President for Federated Investors. Distribution of investment products for Bank Trust, Family Office, Investment Advisors, and High Net Worth clients. Regional Vice President for Federated Investors. Distribution of investment products for Bank Trust, Family Office, Investment Advisors, and High Net Worth clients.

Education

  • Penn State University
    Bachelor of Arts (B.A.), Economics and Political Science
    1998 - 2002
  • DuBois Central Catholic
    High School
    1994 - 1998

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