Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Florida Market President

  • Sep 2022 - Present

• Regional Executive

  • Sep 2019 - Sep 2022

  Central/Midwest Region (OH, IN, & MI)

• Senior Vice President, Market Manager - Cincinnati and Dayton

  • Jan 2019 - Sep 2019

  Cincinnati and Dayton, OH A member of the Key Executive team responsible for leading the Private Bank in Cincinnati and Dayton. Responsibilities include: *Business planning and execution *Growing assets under management *Sales leadership and coaching *Profitability management *Performance management *Risk management and compliance The Private Bank at Key provides comprehensive wealth management solutions to its clients leveraging a planning based approach delivered by local teams of highly… Show more A member of the Key Executive team responsible for leading the Private Bank in Cincinnati and Dayton. Responsibilities include: *Business planning and execution *Growing assets under management *Sales leadership and coaching *Profitability management *Performance management *Risk management and compliance The Private Bank at Key provides comprehensive wealth management solutions to its clients leveraging a planning based approach delivered by local teams of highly credentialed individuals. Areas of specialty include investment management, insurance, trust and estate planning/administration, financial planning and customized banking strategies.

• Senior Vice President, Market Manager - Cincinnati

  • Oct 2016 - Jan 2019

  Cincinnati, OH A member of the Key Executive team responsible for leading the Private Bank in Cincinnati. Responsibilities include: *Business planning and execution *Growing assets under management *Sales leadership and coaching *Profitability management *Performance management *Risk management and compliance The Private Bank at Key provides comprehensive wealth management solutions to its clients leveraging a planning based approach delivered by local teams of highly credentialed… Show more A member of the Key Executive team responsible for leading the Private Bank in Cincinnati. Responsibilities include: *Business planning and execution *Growing assets under management *Sales leadership and coaching *Profitability management *Performance management *Risk management and compliance The Private Bank at Key provides comprehensive wealth management solutions to its clients leveraging a planning based approach delivered by local teams of highly credentialed individuals. Areas of specialty include investment management, insurance, trust and estate planning/administration, financial planning and customized banking strategies.

• Senior Vice President - Wealth Advisor

  • Apr 2009 - Oct 2016

  Southwest Ohio As a Wealth Advisor, I work as part of a team of highly credentialed professionals to help successful families create a plan to achieve their goals and simplify the complexities of wealth. I work with clients to preserve and grow their wealth across generations through insightful planning that is uniquely tailored to their situation. Working together, we create a comprehensive plan and investment strategy, sharing guidance from our dedicated advisory team with expertise in tax, estate… Show more As a Wealth Advisor, I work as part of a team of highly credentialed professionals to help successful families create a plan to achieve their goals and simplify the complexities of wealth. I work with clients to preserve and grow their wealth across generations through insightful planning that is uniquely tailored to their situation. Working together, we create a comprehensive plan and investment strategy, sharing guidance from our dedicated advisory team with expertise in tax, estate planning, philanthropy and family office services.



National City Bank

• Banking
• 700 & Above Employee

• Vice President - Relationship Manager

  • Feb 2008 - Apr 2009

  Worked in National City's Private Client Group as a primary point of contact delivering comprehensive wealth management solutions to high net worth clients.



Bowling Portfolio Management LLC

• Senior Vice President

  • Sep 1998 - Feb 2008

  Primary responsibilities included directing the firm's High Net Worth Division, client relations and new business development.