Joel Larson
KeyBank Private Client Banker, Side Hustle: Real Estate Investor
- Role
- Licensed Private Client Banker at KeyBank
- Location
- Canton, OH, US
- LinkedIn followers
- 500 followers
About Joel Larson
I am currently a Private Client Banker in Chesterland Ohio working for KeyBank in retirement planning and banking. I majored in Business Finance at the Boler College of Business at JCU and graduted in December of 2023. As a side hustle, I am currently involved with investing and renovating single-family homes and am up to five properties.
Experience
Licensed Private Client Banker
Jul 2024 — Present · Chesterland, OH, US
Build and maintain trusted relationships with high net worth clients, delivering tailored financial recommendations to support their individualized goals-Assist in client appointments to help facilitate retirement and income planning solutions-Self generate leads through outbound calling averaging 6-10 new client appointments per week -Partner with mortgage, business banking, and private bank personnel to serve clients
Education
John Carroll University
Business Finance
Hoover High School
High School Diploma, Business Administration and Management, General
2016 — 2020
Walsh University
Undergrad, American Sign Language (ASL)
Stark State College
Undergrad , Business Administration and Management, General
2019 — 2020
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