SYRACUSE, NY, September 14, 2016 /24-7PressRelease/ -- Lorraine "Lori" McGee, CFS, CWS, Vice-President and Relationship Manager of Key Private Bank, has been recognized as a Distinguished Professional in her field through Women of Distinction Magazine for her success in the banking and financial industry.
Brought on board by Key Private Bank in 2013 as Vice-President and Relationship Manager, Lorraine "Lori" McGee brings a wealth of knowledge and experience to the table. Having previously served as a Private Client Advisor for Wilmington Trust Company (M&T Bank) for seven years, as a Financial Representative and Investment Specialist for New England Financial, and in a number of different roles during her tenure with AIG, her 26-plus years in the financial services industry now enables to her to service clients at a very high level.
In her current role, McGee manages the banking, investment, and trust needs of affluent clients throughout the Central New York region for Key Private Bank. Serving as her clients' "guide" throughout the entire wealth management process, she also works closely with a team of experts to help clients define their goals and develop and deliver strategies and solutions for their unique situations.
"I work with all types of clients, from retirees and families to business owners, executives, and physicians," McGee said. "My broad, industry-specific background gives me the unique ability to understand all the aspects of a client's needs and then match solutions to those needs. More importantly, my experience provides me with the expertise and support team to achieve these solutions. Each step of my career has brought me closer to the opportunity to offer that ideal to my clients and I have that here at Key Private Bank."
Key Private Bank is headquartered in Cleveland, Ohio and is one of the nation's largest bank-based financial services companies with more than $136 billion in assets, 53 branches, and approximately 360 employees throughout the country.
A Certified Fund Specialist since 2010, McGee is also a Certified Wealth Strategist since 2015. Both of these designations represent her commitment to continuous learning and being more aware of the best solutions for clients year over year. Earning her Bachelor's Degree at the University of Connecticut, McGee is also FINRA Series 6, 7, 24, 63, and 65 securities registered and holds life, accident, and health licenses in several states.
Throughout her career, McGee has earned numerous accolades for her work, including a New England Financial Star Award in 2006, an M&T Bank Top Performer Award in 2008, an M&T President's Council in 2009, a National Association of Professional Women Woman of the Year Award in 2013, a Key Bank Partnership Award in 2015, and a Key Private Bank Outstanding Performance Central New York in 2015.
For more information, visit www.key.com.
About Women of Distinction Magazine:
Women of Distinction Magazine strives to continually bring the very best out in each article published and highlight Women of Distinction. Women of Distinction Magazine's mission is to have a platform where women can grow, inspire, empower, educate and encourage professionals from any industry by sharing stories of courage and success.
Contact:
Women of Distinction Magazine, Melville, NY
631-465-9024 [email protected]
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