Jonathan Roe

Jonathan Roe is currently the SVP - Team Leader at KeyBank, where they manage a team of portfolio managers and oversee a diverse client base with significant financial commitments. Prior to this role, Jonathan served as a Vice President - Commercial Portfolio Manager at Fifth Third Bank, where they managed credit risk for middle market and large corporate clients. Jonathan began their career as a Financial Representative at Fidelity Investments, obtaining essential financial licenses, and cultivated their expertise further at PNC, rising from a credit analyst to a credit officer. Jonathan holds an MBA in Finance & Banking from Case Western Reserve University and a BA in Philosophy from Miami University.