David Beight
Associate Relationship Manager - Vice President - Key Private Bank
- Role
- Key Private Bank Associate Relationship Manager at Key Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About David Beight
As a Wealth Management Relationship Manager at Key Private Bank, I am dedicated to…
Experience
Key Private Bank Associate Relationship Manager
Jul 2024 — Present · Pepper Pike, OH, US
I am responsible for managing and building client relationships based upon knowledgeable advice that is aligned to the clients’ financial needs and advocating solutions that lead to the attainment of the clients’ financial aspirations and goals. I do this by taking a financial planning and data driven approach. I develop a comprehensive understanding of client’s unique individual needs based on the review and analysis of personal and business financial data gathered through relationship reviews. I bring other relationship management team partners to the table to deepen the relationship based upon need and assessment.
Education
Midpark High School
High School Diploma
2004 — 2009
Kent State University
Communication, General
2009 — 2012
Skills
- Microsoft Office
- Sales
- Leadership
- Customer Service
- Teamwork
- Social Networking
- Social Media Marketing
- Retail
- Microsoft Word
- Inventory Management
- Social Media
- Marketing
- Management
- Time Management
- Public Speaking
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