Lia Jones

Senior Vice President and Senior Fiduciary Strategist at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Massillon, Ohio, United States, US

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5.0

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Adam Messner, CPA, MSA

I have known Lia since she started law school in 2009. As a law student, she helped with several admissions and recruiting events and always did an outstanding job. Shortly after she finished law school, she began working as our alumni and Annual Fund director, and she has done a fantastic job. She has a lot of good, creative ideas and is not afraid to try new things. She is always looking for ways to improve outcomes in a financially responsible way. Lia is very professional and pleasant to work with, and alumni respond very well to her.

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Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • Senior Vice President and Senior Fiduciary Strategist
      • Nov 2022 - Present

    • United States
    • Higher Education
    • 700 & Above Employee
    • Executive Director, Center for Gift and Estate Planning
      • Oct 2022 - Nov 2022

    • Director, Center for Gift and Estate Planning
      • Apr 2018 - Oct 2022

    • Director, Alumni and Development
      • Jun 2014 - Apr 2018

    • Director, Alumni and Annual Fund
      • May 2012 - Jun 2014

    • Law Clerk
      • Dec 2010 - Apr 2012

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Summa Foundation Consultant
      • May 2010 - Nov 2010

      Assisted Development Officers in securing gifts Co-managed the Sapphire Ball, Summa Foundation’s leading fundraiser Assisted Development Officers in securing gifts Co-managed the Sapphire Ball, Summa Foundation’s leading fundraiser

Education

  • The University of Akron
    Juris Doctor, Law
    2009 - 2012
  • Denison University
    Bachelor of Arts, Communication
    2005 - 2009

Community

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