EDUCATION | PROFESSIONAL CERTIFICATIONS
Key Private Bank
Sr. Relationship Manager – Wealth Management
CURRENT ROLE + RESPONSIBILITIES
New Business – bring on new high net worth clients and families into the firm.
HOW LONG HAVE YOU BEEN A MEMBER?
2022 – new member
WHAT TYPE OF REFERRAL WOULD YOU BENEFIT FROM?
Purchasers/Sellers of commercial real estate / people looking for customized credit solutions (asset based lending, UCC debt, etc.)
FUN FACTS | What’s something about you that not many people know?
I’ve been sky diving and bungee jumping three times. The last book I’ve read was “Pappyland” by Wright Thompson – interesting read about the Pappy Van Winkle family/their history of their bourbon. If I had to eat one meal for the rest of my life it would be tacos. You can get pretty creative with tacos to allow some diversification.
ADVICE | What is the best advice you’ve received that you can share with your fellow Developing Leaders?
Get busy living or get busy dying