Anna R. Email & Phone Number

Promoted into a new role as the AVP Relationship Manager after working for the last 3 years as a Relationship Banker at City National Bank, Beverly Hills Main in the PBB division. I develop deep and meaningful financial relationships in the personal and business banking division. Providing my old and new clients with my 20 + years knowledge, skills and genuine care in helping, guiding and assisting my clients through their financial needs.Worked at OneWest as a premier banker specializing in business banking, guiding and assisting clients with their financial needs. Primary expertise in high net-worth asset and wealth management. Prior to OneWest Bank, I was a private banker at Bank of America and a financial planner at Syncis, a leading financial marketing organization.Previously, I held paralegal and teaching roles for law offices and educational institutions, respectively, for nearly two decades.My financial, legal and educational background has fostered a comprehensive set of skills to proficiently guide, build and educate corporations and individuals about making proper financial decisions and accomplishing their financial goals.

Listed skills include Teaching, Tutoring, Customer Service, Creating And Maintaining Case Files, and 6 others.