Jacob Hansell

Background

About Jacob Hansell

KeyBank is one of the nation’s leading financial services providers, offering a broad array of retail, commercial, and investment banking products and services for consumers, businesses, corporations, and communities across the United States with assets close to $200 billion. Key Investment Services Personalized investment solutions with highest fiduciary standards Solo-K, SEP, SIMPLE, and other turnkey ERISA retirement solutions Carrier agnostic for annuity, life, disability, and long-term care solutions Personal and business financial planning deliverables (Key Wealth Analysis) Cash flow analysis, qualified plans/IRAs, deferred compensation, education planning, social security analysis, and legacy planning Key Consumer Banking Competitive CDs, HSAs, money market, checking, and savings Cash rewards credit cards, home equity lines and loans, personal credit lines, and installment loans Conventional mortgages, affordable mortgages, government loans (VA and FHA loans), and medical professional loans Key Business Banking Full suite of deposit and CD products Robust cash management and treasury solutions with single point of access for all banking services SBA loans, business credit lines, and term loans Merchant services and purchase cards Key Private Bank and Family Wealth Personalized investment solutions with highest fiduciary standards Trust and estate planning, charitable giving strategies, and non-profit services Family governance, property and aircraft management, business consulting, and succession planning services Customized credit solutions, full-service banking, healthcare planning, comprehensive risk advisory services, and tax strategies