Private Ocean recently named Sabrina Lowell the Managing Partner of the San Francisco location and Kelly Keydel the Managing Partner of the Seattle location. Read the full release here.
The Managing Partner is a leadership role designed to support, instill and facilitate Private Ocean’s vision, objectives, communication, culture, as well as policies and procedures at each office. In addition to leading their teams, they will help drive the firm’s business development efforts as well as focus on client satisfaction and retention.
“Sabrina and Kelly are outstanding leaders in their field and we are delighted to have them in these new roles,” said Greg Friedman, CEO and Founder of Private Ocean. “They both epitomize our values and Guiding Principles and bring an incredible depth of experience and dynamic perspective in serving their clients. We look forward to their energy, enthusiasm, and commitment as we continue to evolve and expand our services.”
Sabrina Lowell brings 17 years of experience in the San Francisco wealth management industry,helpingclients builda solid framework for making informed financial decisions during times of transition. Paired with technical expertise, Sabrina brings the Certified Professional Co-Active Coach® (CPCC) designation to her work with clients via a systematic process of active listening, helping clients form and articulate goals, facilitating conversation, and discovering “a-ha” moments. She works with tech executives structuring equity compensation management strategies pre and post IPO, and as a newlywed, she enjoys working with career engaged couples to communicate openly about their finances and shared financial goals.
Kelly Keydel was a founding partner and co-owner of Lakeview Financial Group prior to the merger with Private Ocean. Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she helps guide people to the decisions that are best for their lifestyle and their goals. In addition to her MBA and her CFP® designation, she also holds a Certified Divorce Financial Analyst (CDFA®) designation and works with many women and couples going through life transitions.
Private Ocean congratulates Sabrina and Kelly – we are proud to have you on the team!
Private Ocean recently named Sabrina Lowell the Managing Partner of the San Francisco location and Kelly Keydel the Managing Partner of the Seattle location. Read the full release here.
The Managing Partner is a leadership role designed to support, instill and facilitate Private Ocean’s vision, objectives, communication, culture, as well as policies and procedures at each office. In addition to leading their teams, they will help drive the firm’s business development efforts as well as focus on client satisfaction and retention.
“Sabrina and Kelly are outstanding leaders in their field and we are delighted to have them in these new roles,” said Greg Friedman, CEO and Founder of Private Ocean. “They both epitomize our values and Guiding Principles and bring an incredible depth of experience and dynamic perspective in serving their clients. We look forward to their energy, enthusiasm, and commitment as we continue to evolve and expand our services.”
Sabrina Lowell brings 17 years of experience in the San Francisco wealth management industry,helpingclients builda solid framework for making informed financial decisions during times of transition. Paired with technical expertise, Sabrina brings the Certified Professional Co-Active Coach® (CPCC) designation to her work with clients via a systematic process of active listening, helping clients form and articulate goals, facilitating conversation, and discovering “a-ha” moments. She works with tech executives structuring equity compensation management strategies pre and post IPO, and as a newlywed, she enjoys working with career engaged couples to communicate openly about their finances and shared financial goals.
Kelly Keydel was a founding partner and co-owner of Lakeview Financial Group prior to the merger with Private Ocean. Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she helps guide people to the decisions that are best for their lifestyle and their goals. In addition to her MBA and her CFP® designation, she also holds a Certified Divorce Financial Analyst (CDFA®) designation and works with many women and couples going through life transitions.
Private Ocean congratulates Sabrina and Kelly – we are proud to have you on the team!