- City National Bank (Washington, DC)
- …Provide integrated financial services advice to these clients including: banking, credit , asset management, trust and estate planning, and brokerage. Manages overall ... Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration...and develop solutions across investments, trust and wealth transfer, credit , deposit, and all other appropriate services. * Utilize,… more
- City National Bank (Las Vegas, NV)
- …touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners ... profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer...team is coordinated on communication. * Work closely with Credit Team members in analyzing the financial needs of… more