Robert McDowell
Senior Vice President Key Private Bank
- Role
- Senior Vice President Family Wealth Key Private Bank at Key Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert McDowell
Professional with 18 years of trust and investment, financial planning and credit experience, strengths in client service, business development, management and leadership. JD/MBA, Have also earned CWS (Certified Wealth Strategist), Ser 7, Ser 66, NMLS.
Experience
Senior Vice President Family Wealth Key Private Bank
Jan 2014 — Present · Cleveland/Akron, OH, US
Education
University of Akron School of Law
Juris Doctor
John Carroll University
BSBA
The University of Akron
MBA
Skills
- Private Banking
- Loans
- Iras
- Retirement
- Wealth Management
- Securities
- Fundraising
- Mutual Funds
- 401k
- Investments
- Fixed Annuities
- Uniform Combined State Law
- High Net Worth Individuals
- Series 63
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Estate Planning
- Equities
- Retirement Planning
- Relationship Management
- Strategic Financial Planning
- Series 7
- Trusts
- Crm
- Portfolio Management
- Alternative Investments
- Investment Management
- Business Development
- Investment Advisory
- Wealth Management Services
- Financial Services
- Banking
- Financial Planning
- Finra
- Wealth
- Asset Management
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