Thomas McMeekan

Associate Relationship Manager • Key Wealth • Key Private Bank

Role
Associate Relationship Manager at Key Wealth
Location
Portland, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Thomas McMeekan

With nearly two decades of experience in the financial industry, I\'ve built my career…

Experience

  1. Associate Relationship Manager

    Key Wealth

    Mar 2023 — Present · Portland, OR, US

    As an Associate Relationship Manager, I help individuals, families and business owners define their goals and develop strategies and solutions for their unique situations and objectives. Partnering closely with a team of experts, I help guide clients through the wealth management process, coordinating all the complex pieces in a simple, accessible way. As a fiduciary, Key Private Bank combines the tailored insights of our local teams with the national expertise of wealth management and investment strategists to deliver objective advice and personalized solutions for each of our clients.

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Thomas McMeekan — Associate Relationship Manager at Key Wealth in Portland, OR, US | Unifers