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Deborah Key Location
Los Angeles, CA, US
Deborah Key Work
2018 -now Financial Advisor-Senior Vice President @
2001 -2018 Senior Vice President and Wealth Advisor @
1989 -2001 Vice President Investments @ MERRILL LYNCH INTERNATIONAL
1988 -1989 Account Executive @
1987 -1988 Registered Sales Associate @
Deborah Key Education
University of California, Los Angeles
Deborah Key Skills
MULTI-GENERATIONAL WEALTH MANAGEMENT
Wealth Management
Asset Allocation
Retirement Planning
Series 7
Investment Advisory
Wealth Management Services
Investment Strategies
Estate Planning
Wealth
Investments
Financial Advisory
Strategic Financial Planning
Private Banking
High Net Worth Individuals
Portfolio Management
Asset Management
Marketing
Strategy
Finance
Deborah Key Summary
Deborah Key, based in Los Angeles, CA, US, is currently a Financial Advisor-Senior Vice President at Wells Fargo Advisors. Deborah Key brings experience from previous roles at UBS, MERRILL LYNCH INTERNATIONAL, Credit Suisse and Morgan Stanley. Deborah Key holds a University of California, Los Angeles. With a robust skill set that includes MULTI-GENERATIONAL WEALTH MANAGEMENT, Wealth Management, Asset Allocation, Retirement Planning, Series 7 and more. Deborah Key has 3 emails and 1 mobile phone numbers on RocketReach.
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