Rebecca Lomax
Assistant Vice President, Associate Relationship Manager @KeyBank
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WORK HISTORY
Assistant Vice President, Associate Relationship Manager @KeyBank
Wealth Management- Key Private Bank is dedicated to offering personalized banking, borrowing and investment solutions for high-net-worth individuals. I specialize in building strong long-term relationships by listening and engaging with my clients using a consultative approach. I develop a comprehensive understanding of my clients\' needs based on the review and analysis of their personal and business financial data, then capture the clients\' goals in a financial plan. Series 6, 63, Life Insurance, IN
EDUCATION
Ball State University
Bachelor of Science (B.S.), Dance and Business
University of Indianapolis
Master's degree, Management
SKILLS
ABOUT REBECCA LOMAX
Wealth Management- As an associate relationship manager, I am part of a dedicated team that designs and implements comprehensive wealth strategies to build, maintain and protect the wealth of our clients in any market environment. Our team delivers financial planning, investment, fiduciary, banking and credit, insurance and business solutions tailored to meet the specific goals and needs of our clients.In everything that I do, I strive to bring solutions, hope, and a helping hand.Series 6, 63, Life Insurance, IN
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