👤 Personal Information
Full Namespencer wilson
Gender—
Locationanchorage, alaska (united states)
Birth Year—
💼 Professional Details
Job Titlevice president, relationship manager
Industryfinancial services
Experience8 years
SummaryAs a Key Private Bank relationship manager, I know that the accumulation and preservation of wealth present different challenges and opportunities for each of our clients. I pride himself on my ability to listen to and interpret clients’ ideas about their financial situations, preferences, and goals and use the vast resources of Key Private Bank to help them explore a wide range of possible strategies. I hold a B.S. in Systems Engineering from the United States Naval Academy and live in Anchorage, Alaska, with my wife Alison and twin sons.
🛠 Skills
customized wealth planning
philanthropic and endowment management
business retirement plans
liquidity management
wealth preservation
wealth transfer
estate planning strategies
philanthrophic planning
private pilot