HOME | Industry | Finance | KeyBank Names Debra Pellati as Senior Client Experience Manager

KeyBank Names Debra Pellati as Senior Client Experience Manager

Jun 30, 2020 | Finance, Right Moves

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 twenty-two 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.

Current Issue

Alaska Business January 2021 Cover

January 2021

Alaska Business Magazine January 2021 Cover

In This Issue

Automating & Advancing

January 2021

Imagine hosting an event with an array of prospective clients in attendance, and the first slide of your presentation reads: “Here Is Exactly How Not to Hire Us.” It seems counterintuitive, but this is precisely what ARM Creative has done with its educational event series: SOTI.

Share This