Tom Lott is a Private Client Banker at KeyBank.
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Private Client BankerKeybankBangor, Me, Us -
Financial AdvisorBarresi Financial Inc. Aug 2024 - PresentI am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th Floor , | Boston, MA 02 1 2 10 -
High Net Worth Service AssociateFidelity Investments Oct 2022 - Jun 2024Merrimack, New Hampshire, United States• Obtained SIE, Series 7, Series 63, Series 9, and Series 10 Licenses on first attempt• One of top team performers in metrics• Gained valuable communication experience working in a team atmosphere, as well as understanding client needs • Gained experience in Salesforce, Xtrac, Teams, and other databases and programs• Interaction Model (IM) Team representative for IM a Champion• Gained critical communication skills and ability to explain various situations affecting clients and team• Hosted numerous call reviews and DJ sessions to help others improve metrics and IM scores• Q1 EIA winner, July 2023 Manager’s Choice Award, September Team MVP• Achieved High Net Worth role within first year with company and help desk role shortly after -
Snowsports DirectorMcintyre Ski Area Llc Dec 2010 - Sep 2022Manchester, New Hampshire, United States• Gained experience in teaching, communication, management, and customer service• Responsible for development, implementation and creation of all educational programming and camps for the resort.• Gained experience in working with databases, employee training programs, scheduling, and softwares including SiriusWare, Passport, Wordpress, Wix, and Microsoft Office.• Completed Alpine Level 1, Children’s Specialist, and Alpine Level 2 Skiing.• Responsible for recruiting, training, and overseeing roughly one hundred instructors over the season. Responsible for department annual budget and expense planning• Four years of coaching the Special Olympics Advanced Race Team• Gained experience as Front of House Manager and Bar Manager for the Hill Bar and Grille full service restaurant. In this position, gained experience in additional training procedures, internet networking, point of sale systems, and more. -
Technical Director/Facilities ManagerThe Palace Theatre Mar 2017 - Jun 2019Manchester, New Hampshire, United States• Technical Director/Facilities Manager/Bar Manager/Box Office Manager• Gained skills in customer service, POS, trouble shooting, sales, and public relations• Gained experience in production management, talent booking, set construction, lighting, and sound.• Also aided in event planning and execution.• Gained valuable experience in leading teams and crews from project initiation through completion.
Tom Lott Education Details
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Business Administration And Management, General -
Health Services/Allied Health/Health Sciences, General -
Theatre/Theater
Frequently Asked Questions about Tom Lott
What company does Tom Lott work for?
Tom Lott works for Keybank
What is Tom Lott's role at the current company?
Tom Lott's current role is Private Client Banker.
What schools did Tom Lott attend?
Tom Lott attended Southern New Hampshire University, New England College, New England College.
Who are Tom Lott's colleagues?
Tom Lott's colleagues are Deborah Vieytes, Christina Aho, Michelle Thomas, Ashley Dadje, Williams, David, Tom Leboffe, Raymond Chen.
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