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Nancy L. Anderson
Regional Director Of Financial Planning at Key Private Bank
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Work Experience
Jun 2014 - Present · 10 years and 6 months
Regional Director Of Financial Planning
Jul 2022 - Present · 2 years and 5 months
Regional Planning Strategist, Senior Vice President At Key Private Bank
May 2019 - Aug 2022 · 3 years and 3 months
Senior Financial Planner, Vice President At Key Private Bank
Jun 2014 - Apr 2019 · 4 years and 10 months
Company Details
501-1000 Employees
Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key's wealth management platform combines the market insights of local advisors with a national team of wealth and investment strategists to deliver expertise to clients. KeyCorp is an Equal Opportunity and Affirmative Action employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Investment products are: NOT FDIC INSURED* NOT BANK GUARANTEED* MAY LOSE VALUE * NOT A DEPOSIT* NOT INSURED BY ANY STATE OR FEDERAL AGENCY
Year Founded
1825
Social Media
LinkedinTwitter
Industry
Banking, Banking Services
HQ Location
127 Public Square 12th floor Cleveland, Ohio 44114, US
Keywords
wealth advisorywealth managementinvestment managementtrust administratioestate planninglegacy planningretirement planningprivate banking servicesfinancial planningBank
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