Vice President & Senior Wealth Strategist
Keli is a Vice President for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Eastern Washington and Northern Idaho. As a Senior Wealth Strategist counseling high-net-worth individuals and families, she works with our closely-knit team of professionals to develop strategies and carry out the best solutions and ongoing service for the bank's clients.
Her 25 years of business, financial, operating and investment experience in the investment management field includes building and managing a highly successful, fast-paced bond trading business capitalized by a high-net-worth family office.
She has been a speaker at national conferences focused on investment industry trends and fixed-income practices. Formerly a Senior Portfolio Manager for proprietary mutual funds at a national bank, she was instrumental in the conversion of bank trust funds to publicly traded mutual funds, resulting in one of the top-rated funds in the country in 1994 by Lipper, and the highest-quality rankings for two funds by Morningstar Ratings, Inc.
Flexibility, creative problem-solving and consistent superior service delivered in a timely manner are stressed as Keli serves each client relationship. Existing and prospective clients value her team approach to client service and appreciate working collaboratively to ensure goals and objectives are attained.
Contact Information717 West Sprague Avenue, Suite 900
Spokane, WA 99201
- Relationship Management
- Chartered Financial Analyst®
- BA, Finance, Eastern Washington University
- CFA Institute
- Chartered Financial Analyst Society of Spokane
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