Joseph Macfarlane

Joseph Macfarlane: Email & Phone Number

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Private Client Advisor at Key Investment Services|Mechanicville, New York, United States

Position:

Private Client Advisor at Key Investment Services

Location:

Mechanicville, New York, United States

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Last updated: 2026-07-08
Updated: 2026-07-08

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Work Experience 38 years

Private Client Advisor at Key Investment Services

Aug 2022 - Current

Senior Private Client Banker at KeyBank at KeyBank

Oct 2020 - Current

Vice President, Fixed Income Trader at CL King & Associates

Jun 2007 - May 2020

Vice President, Municipal Bond Trader at First Albany Capital

Sep 2000 - Jun 2007

Vice President, Retail Municipal Bond Trader at First Albany Capital

Jun 1993 - Sep 2000

Short-Term Municipal Bond Trader at Smith Barney, Harris, Upham & Co., Inc.

Jun 1992 - Jun 1993

Short-Term Sales and Trading Assistant at Smith Barney, Harris, Upham & Co., Inc.

Aug 1991 - Jun 1992

Assistant Analyst at Salomon Brothers

Jun 1990 - Aug 1991

Product and Sales Support Administrator at Salomon Brothers

Oct 1988 - Jun 1990

Joseph Macfarlane started working in 1988, then the employee has changed 5 companies and 8 jobs. On average, Joseph Macfarlane works for one company for 4 years 7 months.

Their professional focus is Branch Banking, Customer Experience, and Helping Clients across 3 core areas.

Education

Bachelor of Science - BS at University of Delaware

Joseph Macfarlane Namesakes

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Joseph Macfarlane
BYU Continuing Education
Project Assistant
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