Theodore F.
Key Private Bank Market Leader Oregon, s W Washington & Alaska Regions @KeyBank
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WORK HISTORY
Key Private Bank Market Leader Oregon, s W Washington & Alaska Regions @KeyBank
Portland, OR, US
I have a tremendous opportunity to collaborate with and lead a team of brilliant professionals who help individuals, families, and not for profit organizations, identify and exceed their financial goals and objectives.
EDUCATION
Marylhurst University
Master of Business Administration (M.B.A.), Organizational Leadership
University of Washington
Pacific Coast Banking School, Finance and Financial Management Services
ABOUT THEODORE F.
With over 30 years in the financial services sector, I\'ve been fortunate to collaborate with incredible clients - high net worth individuals, families, and not for profit organizations; providing them with a robust set of wealth management solutions to help them identify and exceed their financial objectives. Equally rewarding is the privilege I\'ve had to lead and work with some of the most gifted colleagues in the wealth management arena. Being a part of a talented team of financial professionals as they deliver an outstanding client experience continues to be the most energizing part of my work.
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