Kyong Porreco
Relationship Manager, Vice President at Key Private Bank- Claim this Profile
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Bio
Roger W Law
From humble origins, Kyong Porreco is very personable, yet professional, banking knowledgable, competent, and a person of character and integrity. Not your typical banker. You can trust Kyong. And equally important, Kyong's employer, First Citizens Bank, is a mid-tier, financially conservative family-controlled bank. In these uncertain economic and financially challenging times a solid mid-tier bank for your small business and personal banking needs is a wise and prudent decision. She's my choice. Call Kyong. You won't be disappointed. --RWL 07/19/2013 @ 21:00 PDT
Diane Murray
Kyong is unique in that her focus is always on providing care to the client as the top priority. When you work with Kyong, you work with a person who values listening and engaging in order to best serve. She puts the customer first, and then wraps the appropriate servies around their exact needs. Diane Murray-Fleck, MSW, PCC www.turningpointstrategy.com "Live with intention. Do what you love."
Roger W Law
From humble origins, Kyong Porreco is very personable, yet professional, banking knowledgable, competent, and a person of character and integrity. Not your typical banker. You can trust Kyong. And equally important, Kyong's employer, First Citizens Bank, is a mid-tier, financially conservative family-controlled bank. In these uncertain economic and financially challenging times a solid mid-tier bank for your small business and personal banking needs is a wise and prudent decision. She's my choice. Call Kyong. You won't be disappointed. --RWL 07/19/2013 @ 21:00 PDT
Diane Murray
Kyong is unique in that her focus is always on providing care to the client as the top priority. When you work with Kyong, you work with a person who values listening and engaging in order to best serve. She puts the customer first, and then wraps the appropriate servies around their exact needs. Diane Murray-Fleck, MSW, PCC www.turningpointstrategy.com "Live with intention. Do what you love."
Roger W Law
From humble origins, Kyong Porreco is very personable, yet professional, banking knowledgable, competent, and a person of character and integrity. Not your typical banker. You can trust Kyong. And equally important, Kyong's employer, First Citizens Bank, is a mid-tier, financially conservative family-controlled bank. In these uncertain economic and financially challenging times a solid mid-tier bank for your small business and personal banking needs is a wise and prudent decision. She's my choice. Call Kyong. You won't be disappointed. --RWL 07/19/2013 @ 21:00 PDT
Diane Murray
Kyong is unique in that her focus is always on providing care to the client as the top priority. When you work with Kyong, you work with a person who values listening and engaging in order to best serve. She puts the customer first, and then wraps the appropriate servies around their exact needs. Diane Murray-Fleck, MSW, PCC www.turningpointstrategy.com "Live with intention. Do what you love."
Roger W Law
From humble origins, Kyong Porreco is very personable, yet professional, banking knowledgable, competent, and a person of character and integrity. Not your typical banker. You can trust Kyong. And equally important, Kyong's employer, First Citizens Bank, is a mid-tier, financially conservative family-controlled bank. In these uncertain economic and financially challenging times a solid mid-tier bank for your small business and personal banking needs is a wise and prudent decision. She's my choice. Call Kyong. You won't be disappointed. --RWL 07/19/2013 @ 21:00 PDT
Diane Murray
Kyong is unique in that her focus is always on providing care to the client as the top priority. When you work with Kyong, you work with a person who values listening and engaging in order to best serve. She puts the customer first, and then wraps the appropriate servies around their exact needs. Diane Murray-Fleck, MSW, PCC www.turningpointstrategy.com "Live with intention. Do what you love."
Experience
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Key Private Bank
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United States
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Banking
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200 - 300 Employee
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Relationship Manager, Vice President
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Sep 2020 - Present
As a Relationship Manager, I deliver integrated wealth strategies and forward-thinking, objectives advice to my clients, individuals, families, professionals, retirees, business owners and executives rely on my wealth management insights. As a Relationship Manager, I deliver integrated wealth strategies and forward-thinking, objectives advice to my clients, individuals, families, professionals, retirees, business owners and executives rely on my wealth management insights.
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Cascadia Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Director of Client Services
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Jun 2014 - Sep 2020
Kyong joined Cascadia Wealth Management in June 2014. As the Director of Client Services, Kyong’s primary responsibility is to focus on client relations to ensure the many unique and varied services Cascadia provides to clients are smoothly delivered and timely coordinated. Kyong is also responsible for overseeing the McMinnville branch office operations, event planning and marketing. Kyong joined Cascadia Wealth Management in June 2014. As the Director of Client Services, Kyong’s primary responsibility is to focus on client relations to ensure the many unique and varied services Cascadia provides to clients are smoothly delivered and timely coordinated. Kyong is also responsible for overseeing the McMinnville branch office operations, event planning and marketing.
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First Citizens Bank
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United States
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Banking
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700 & Above Employee
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Financial Sales Manager, AVP
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Dec 2010 - Jun 2014
Business Development and Branch Manager. Consults with small to mid-size business owners and professionals specializing in business banking products and services in treasury management services, merchant services and business lending. Oversee branch operations and supervise branch staff. Business Development and Branch Manager. Consults with small to mid-size business owners and professionals specializing in business banking products and services in treasury management services, merchant services and business lending. Oversee branch operations and supervise branch staff.
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Wells Fargo Wealth Management
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Portland, Oregon Area
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Private Banker, Vice President
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Oct 2003 - Oct 2009
Managed Private Banking client relationships and executed comprehensive wealth management solutions through the integration of private banking services and partnering with a team of professionals in brokerage, investment management, insurance and trust & estate planning. Managed Private Banking client relationships and executed comprehensive wealth management solutions through the integration of private banking services and partnering with a team of professionals in brokerage, investment management, insurance and trust & estate planning.
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Education
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2002 - 2004
University of Phoenix
BS, Business Management
Community
