Tom Lott
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Tom Lott Email & Phone Number

Private Client Banker at KeyBank
Location: Bangor, Maine, United States 5 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Client Banker
Location
Bangor, Maine, United States
Company size

Who is Tom Lott? Overview

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Quick answer

Tom Lott is listed as Private Client Banker at KeyBank, a with 18543 employees, based in Bangor, Maine, United States. AeroLeads shows a matched LinkedIn profile for Tom Lott.

Tom Lott previously worked as Financial Advisor at Barresi Financial Inc. and High Net Worth Service Associate at Fidelity Investments. Tom Lott holds Master Of Business Administration - Mba, Business Administration And Management, General from Southern New Hampshire University.

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KeyBank

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Profile bio

About Tom Lott

Tom Lott is a Private Client Banker at KeyBank.

Current workplace

Tom Lott's current company

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KeyBank
Keybank
Private Client Banker
Bangor, ME, US
Website
Employees
18543
AeroLeads page
5 roles

Tom Lott work experience

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Private Client Banker

Bangor, Me, Us

Financial Advisor

Current

I 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

Aug 2024 - Present

High Net Worth Service Associate

Merrimack, 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

Oct 2022 - Jun 2024

Snowsports Director

Manchester, 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.

Dec 2010 - Sep 2022

Technical Director/Facilities Manager

Manchester, 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.

Mar 2017 - Jun 2019
Team & coworkers

Colleagues at KeyBank

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3 education records

Tom Lott education

Bachelor Of Science - Bs, Health Services/Allied Health/Health Sciences, General

FAQ

Frequently asked questions about Tom Lott

Quick answers generated from the profile data available on this page.

What company does Tom Lott work for?

Tom Lott works for KeyBank.

What is Tom Lott's role at KeyBank?

Tom Lott is listed as Private Client Banker at KeyBank.

Where is Tom Lott based?

Tom Lott is based in Bangor, Maine, United States while working with KeyBank.

What companies has Tom Lott worked for?

Tom Lott has worked for Keybank, Barresi Financial Inc., Fidelity Investments, Mcintyre Ski Area Llc, and The Palace Theatre.

Who are Tom Lott's colleagues at KeyBank?

Tom Lott's colleagues at KeyBank include Prabhat Kumar, Patrick Cuddy, Barbara Cardinale, Andres Barragan, and Swapna Yardi.

How can I contact Tom Lott?

You can use AeroLeads to view verified contact signals for Tom Lott at KeyBank, including work email, phone, and LinkedIn data when available.

What schools did Tom Lott attend?

Tom Lott holds Master Of Business Administration - Mba, Business Administration And Management, General from Southern New Hampshire University.

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