Keith Woodall
Associate Relationship Manager @Key Wealth
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WORK HISTORY
Associate Relationship Manager @Key Wealth
Associate Relationship Manager • I work with high net worth clients to protect, grow, and transfer their wealth. My job is to be a resource to help them achieve their goals and sleep better at night. I use my education, experience, and team resources to map out a path to success. Private Bank Lending Officer • I work with high net worth clients and their families to find custom lending solutions using conventional and portfolio lending products. • I have extensive experience evaluating complex tax situations and structuring loans to meet my client’s needs.• My portfolio products are exclusive for Private Bank clients and are tailored for Physicians, Dentists, and Corporate Executives. Branch Manager • 750% to goal for small business production, 273% to goal for investment revenue, 215% to goal for consumer loans and 132% to goal for consumer deposits, for 2016.• Ranked in the top 5% Nationally for Branch Growth for 2018. • Series 6 and 63 Licenses, and State of Ohio Life and Health Insurance Licenses. • Certified Financial Educator.
EDUCATION
The University of Akron
Bachelor of Science
SKILLS
ABOUT KEITH WOODALL
Associate Relationship Manager at Key Private Bank
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