Dillon K.
Empowering Clients to Take Control of Their Finances | Financial Wellness Consultant at KeyBank
- Role
- Private Client Banker at KeyBank
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Dillon K.
Financial professional with 5+ years of experience in wealth management, client service/operations, supporting both high-net-worth individuals and corporate retirement plans. Licensed advisor (Series 65, Life & Health) with expertise in investment management, retirement planning, annuities, and insurance solutions.Proven success in relationship management and client operations—onboarding and servicing client portfolios —while enhancing client experience, streamlining workflows, and ensuring operational efficiency. Skilled at bridging the gap between advisors, clients, and back-office operations, creating scalable processes that strengthen service delivery and drive firm growth.Known for simplifying complex financial and investment strategies into clear, actionable steps that build client confidence and long-term financial security. Passionate about delivering white-glove client service while supporting firms that prioritize fiduciary responsibility, transparency, and client empowerment.Open to opportunities in wealth management, client operations, financial advisory, and investment consulting where I can combine my advisory expertise, operational knowledge, and client-first approach to help firms scale and clients achieve their goals.
Experience
Private Client Banker
Feb 2026 — Present
Private Client Banker focused on deepening client relationships through proactive outreach and financial needs assessments. Conduct initial strategy conversations, uncover lending and investment opportunities, and connect clients with advisory partners to deliver comprehensive wealth solutions.
Education
Clackamas Community College
Business and Finance
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