Liz McGrath - CFP®, CDFA®, CTFA
Senior Vice President & Relationship Manager CFP®, CTFA, CDFA at Key Private Bank- Claim this Profile
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Topline Score
Bio
LinkedIn User
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.
LinkedIn User
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.
LinkedIn User
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.
LinkedIn User
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.
Credentials
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The Science of Well-Being
Yale UniversityAug, 2023- Oct, 2024 -
Certified Divorce Financial Analyst (CDFA)
Institute for Divorce Financial Analysts™Apr, 2022- Oct, 2024
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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Senior Vice President & Relationship Manager CFP®, CTFA, CDFA
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2023 - Present
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