Keith Wright
Senior Portfolio Strategist, SVP at KeyBank
- Role
- Senior Portfolio Strategist, SVP at KeyBank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Keith Wright
Develop investment strategy/asset allocation for existing and prospective clients for…
Experience
Senior Portfolio Strategist, SVP
Oct 2020 — Present · Cincinnati, OH, US
Education
Cannon Financial Institute
Cannon Trust School I, II, III
2019 — 2020
University of Cincinnati
Architecture
Indiana Wesleyan University
Bachelor of Business Administration (B.B.A.)
Ohio University
Master of Business Administration (MBA)
2016 — 2018
Northwestern University
Financial Planning Certificate
2015 — 2017
Skills
- Credit
- Branch Banking
- Mortgage Lending
- Financial Analysis
- Small Business
- Series 6
- Insurance
- Sales Management
- Lines of Credit
- Staff Development
- Branch Management
- Loan Origination
- Commercial Banking
- Coaching
- Cash Management
- Credit Analysis
- Mortgage Banking
- Life & Health Insurance Licenses
- Commercial Lending
- Loans
- Retail Banking
- Investments
- Notary Public
- Small Business Lending
- Strategy
- Treasury Management
- Customer Service
- Management
- Team Building
- Cross Selling
- Annuity Sales
- Consumer Lending
- Series 7
- Sales
- Banking
- Series 66
- Operations Management
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