Jim Plantholt
Associate Relationship Manager at Key Private Bank
- Role
- Associate Relationship Manager at KeyBank
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Jim Plantholt
I work primarily with business owners and families by understanding and prioritizing what is important to you. Using our wide range of capabilities we explore and prioritize seven main areas of focus: Health (managing healthcare expenses, now and in the future), Home (upsizing, downsizing, remodeling, or buying a camp/vacation home), Family (taking care of your family and other people in your life), Leisure (spending your free time in meaningful ways), Giving (volunteering, mentoring others, and giving to charities), Work (working in retirement, selling or starting a business), and Finance (bringing it all together and defining your financial goals).
Experience
Associate Relationship Manager
Oct 2025 — Present
Education
Washington and Lee University
Bachelor's Degree
2006 — 2010
Skills
- Sales
- Financial Services
- Loans
- Consumer Lending
- Financial Analysis
- Fixed Annuities
- Life Insurance
- Finance
- Residential Mortgages
- Marketing
- Customer Service
- Broadcast Journalism
- Banking
- Mutual Funds
- Sports Coaching
- Branch Banking
- Radio Broadcasting
- Retail Banking
- Investments
- Series 6
- Term Life Insurance
- Personal Finance
- Wealth Management
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