Joe Kepic
Salesforce Ncino Product Owner @KeyBank
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2022 — Present
Salesforce Ncino Product Owner @KeyBank
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Cleveland, OH, US
SKILLS
Wealth ManagementFinancial AnalysisSales401kAsset AllocationBankingRisk ManagementInvestmentsFinancial ServicesSeries 7Portfolio ManagementLoansFinanceRetirement PlanningCommercial BankingSecuritiesCredit
ABOUT JOE KEPIC
Financial Services Professional of over 15 years with a unique combination in business banking and wealth management. Demonstrated ability to motivate clients, prospects, and business partners at all levels of organization to take action.
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