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
Finance & AccountingView LinkedIn profile

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

  1. Licensed Private Client Banker

    KeyBank

    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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Joel Larson — Licensed Private Client Banker at KeyBank in Canton, OH, US | Unifers