Joseph Smith

Joseph Smith is a Senior Institutional Advisor at KeyBank, where they utilize their extensive skills in banking, pension plan administration, and nonprofit services. With a background as an Actuarial Analyst at National Associates Inc. and experience as a Relationship Manager at both Key Private Bank and PNC, Joseph has successfully led substantial client initiatives, including securing significant wins in custody and pension services. Their analytical expertise, honed through a B.S. in Mathematics and professional experience, supports their commitment to providing tailored solutions for clients. Additionally, Joseph has been actively preparing tax forms for individuals and businesses since 2007.