Reece Tatchell

Private Client Advisor at Key Investment Services

Role
Private Client Advisor at Key Wealth
Location
Toledo, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Reece Tatchell

I am a Senior at John Carroll University in University Heights, Ohio, majoring in Financial Planning and Wealth Management. Upon graduation, I am planning to take the CFP® exam and find a job in financial services. I am seeking an entry-level Financial Advisory role upon graduation (May 2024). On campus, I am involved with Alpha Kappa Psi, the Student Finance and Wealth Management Association, the Institute of Managerial Accountants, as well as the Honors Student Association. I am always looking to expand my network and meet new people.

Experience

  1. Private Client Advisor

    Key Wealth

    Jun 2024 — Present · Bowling Green, OH, US

Education

  • John Carroll University

    BSBA - Bachelor of Science in Business Administration , Financial Planning and Wealth Management

    2021 — 2024

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Reece Tatchell — Private Client Advisor at Key Wealth in Toledo, OH, US | Unifers