Liz McGrath - CFP®, CDFA®, CTFA

Senior Vice President & Relationship Manager CFP®, CTFA, CDFA at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Seattle, Washington, United States, US

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5.0

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I worked with Liz on two group projects while attending the University of Washington’s 8 month Certificate in Business Development. I was extremely impressed with Liz’s organizational skills and all around ability to get things done in a dynamic environment. Liz went above and beyond on every task, all while conducting herself in a timely and professional manner. It was an absolute pleasure to work with Liz.

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Credentials

  • The Science of Well-Being
    Yale University
    Aug, 2023
    - Oct, 2024
  • Certified Divorce Financial Analyst (CDFA)
    Institute for Divorce Financial Analysts™
    Apr, 2022
    - Oct, 2024

Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • Senior Vice President & Relationship Manager CFP®, CTFA, CDFA
      • 2023 - Present

Community

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