KeyBank Names Debra Pellati as Senior Client Experience Manager for Key Private Bank’s Alaska Team
June 29, 2020
PORTLAND, Oregon—June 29, 2020 — Debra Pellati CFP®, CTFA, has joined the Key Private Bank Oregon and Alaska team as senior client experience manager.
In this role, Pellati will collaborate with the Key Private Bank team to ensure an exemplary client experience by providing goal-based planning solutions to high net-worth clients in both the KeyBank Oregon and Alaska teams. She will leverage relationships throughout KeyBank to benefit clients and support the delivery of distinctive client service across the markets.
With more than 22 years in the financial services industry, Pellati most recently worked as a financial planner with a regional planning firm. She has achieved extensive success as a trust investment advisor with a national financial services firm, as well as several international banking and investment organizations. And, she knows KeyBank well, having served as a branch manager in Portland, Oregon, in 2014.
“Debra brings a strong dedication to excellence in client service and will be a tremendous addition to our team in delivering on Key Private Bank’s value proposition,” says Theodore Fettig, market manager and senior vice president for Key Private Bank. “A self-starter who thrives on meeting challenges, she will use her intuitive problem-solving skills to help our clients achieve their financial goals.”
Pellati holds an MBA from International College of Cayman Islands/University of Tampa; a graduate diploma in Business, Finance and Financial Management Services from Lakehead University; and a certificate in Adult Education from the University of Manitoba. She also has several professional certifications, including her Series 6 and 66 licenses.
An active volunteer, Pellati has served as a board member for Dress for Success Oregon and the Artists Repertory Theater and has worked with the Vancouver Downtown Association.
About KeyCorp
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $156.2 billion at March 31, 2020. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,100 branches and more than 1,400 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit https://www.key.com/. KeyBank is Member FDIC.
About Key Private Bank
Key Private Bank is a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key's wealth management platform combines the market insights of local advisors with a national team of wealth and investment strategists to deliver proactive and personalized advice and expertise to clients. Advisors also leverage partnerships with Key's business banking and capital markets teams to build wealth plans tailored to meet each client's specific need. Key Private Bank's wealth management platform is delivered across 15 of the United States. Key Private Bank has $40.8 billion in AUM and $43.0 billion in AUA at December 31, 2019.
In this role, Pellati will collaborate with the Key Private Bank team to ensure an exemplary client experience by providing goal-based planning solutions to high net-worth clients in both the KeyBank Oregon and Alaska teams. She will leverage relationships throughout KeyBank to benefit clients and support the delivery of distinctive client service across the markets.
With more than 22 years in the financial services industry, Pellati most recently worked as a financial planner with a regional planning firm. She has achieved extensive success as a trust investment advisor with a national financial services firm, as well as several international banking and investment organizations. And, she knows KeyBank well, having served as a branch manager in Portland, Oregon, in 2014.
“Debra brings a strong dedication to excellence in client service and will be a tremendous addition to our team in delivering on Key Private Bank’s value proposition,” says Theodore Fettig, market manager and senior vice president for Key Private Bank. “A self-starter who thrives on meeting challenges, she will use her intuitive problem-solving skills to help our clients achieve their financial goals.”
Pellati holds an MBA from International College of Cayman Islands/University of Tampa; a graduate diploma in Business, Finance and Financial Management Services from Lakehead University; and a certificate in Adult Education from the University of Manitoba. She also has several professional certifications, including her Series 6 and 66 licenses.
An active volunteer, Pellati has served as a board member for Dress for Success Oregon and the Artists Repertory Theater and has worked with the Vancouver Downtown Association.
About KeyCorp
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $156.2 billion at March 31, 2020. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,100 branches and more than 1,400 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit https://www.key.com/. KeyBank is Member FDIC.
About Key Private Bank
Key Private Bank is a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key's wealth management platform combines the market insights of local advisors with a national team of wealth and investment strategists to deliver proactive and personalized advice and expertise to clients. Advisors also leverage partnerships with Key's business banking and capital markets teams to build wealth plans tailored to meet each client's specific need. Key Private Bank's wealth management platform is delivered across 15 of the United States. Key Private Bank has $40.8 billion in AUM and $43.0 billion in AUA at December 31, 2019.
Contact:
Kimberlee Shea, Executive Assistant to Lori McCaffrey
(907) 564-0251
