Women of Excellence
Lorraine A. McGee |
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Title: | Relationship Manager |
Industry: | Financial |
Type of Organization: | Bank |
Major Product/Service: | Financial and banking services |
Expertise: | With over 26 years experience, Ms. McGee is responsible for building relationships with clients to determine their investment and other financial needs. She specializes in wealth management and advising clients regarding the growth, preservation and transfer of their personal wealth. She also serves as a Team Leader. |
Geographic Area of Distribution: | Syracuse, New York, National |
Affiliations: | N.A.P.W. |
University/Degree: | B.S., General Education, K-3 Music, University of Connecticut, 1992; Certified Wealth Strategist, Cannon Financial Institute; Certified Fund Specialist, Institute of Business & Finance |
Hobbies/Sports: | Running triathlons, golf, rowing, skiing, hiking |
Children: | Hope, Jack, Emily |
Work History: | Previously, Ms. McGee served as a Private Client Advisor for Wilmington Trust Company for 7 years, as a Financial Representative and Investment Specialist for New England Financial and held numerous roles with AIG. She has over 26 years in the financial industry, originally starting her career with AIG Royal Alliance as a Registered Representative and Vice President of Operations from 1990 through 2001. |
Honors & Awards: | New England Financial Star Award, 2006; M&T Bank Top Performer Award, 2008; M&T President's Council, 2009; National Association of Professional Women, Woman of the Year Award, 2013; Key Bank Partnership Award, 2015; Key Private Bank Outstanding Performance Central New York, 2015; Recognized, Women of Distinction Magazine |