David Ohanian Email & Phone Number

Southern California

David Jay Ohanian is the Regional Manager for City National Bank’s Southern California Private Banking Division. In this role he serves to integrate and drive the consultative Wealth Management model to include Banking, Investment Management and Trust. David and his highly skilled Private Banking team, work with high-net-worth families, business owners, corporate executives, as well as professionals and their firms, challenging and solving for their unique goals and objectives. They are unparalleled in their ability to provide customized solutions and service around growing, protecting and transferring wealth, all of which is centered on lending, investment management and trust as well as complex wealth planning. Prior to joining City National Bank, he served as the Managing Director for Union Bank’ Private Bank in San Diego and Desert markets by driving innovative integration of comprehensive wealth strategies to affluent clients.Ohanian graduated Cum Laude from California State University Fresno, where he majored in Biology. His graduate studies include University of Pennsylvania, Wharton and National University MBA program.David is married to Kimberly, his wife of 26 years and has two children, Alysse, 17 and Aidan, 14.

Greater San Diego Area

Comprehensive Wealth Management to include Brokerage, High Net Worth Banking, Trust and Insurance.Responsible for motivating, leading, developing and coaching Private Banking Relationship Managers, Trust and Estate officers as well as Financial Consultants to ensure individual sales and asset growth, while ensuring the delivery of exceptional client customer service. -Implementation of business formalized sales process, ensuring best practices such as regular sales meetings; pre call planning and post call debriefs. -Recruitment as well as development and coaching as well as retention of the best talent with a focus on creating a diverse workforce-Lead sales employees to ensure a consultative sales approach paired with financial expertise to create a value added financial solution for the client ($250,000 - $10MM in investment assets). -Accountable for the achievement of overall team and market goals as well as operational efficiency.-Assure consistency and quality in the process, compliance with applicable laws and ethical standards.

-Responsible for motivating, leading, developing and coaching Private Banking Relationship Managers to ensure individual sales and asset growth, while ensuring the delivery of exceptional customer service to Wachovia clients. -Implementation of business formalized sales process, ensuring best practices such as regular sales meetings; pre call planning and post call debriefs. -Recruitment as well as development and coaching as well as retention of the best talent with a focus on creating a diverse workforce-Lead sales employees to ensure a consultative sales approach paired with financial expertise to create a value added financial solution for the client ($250,000 - $10MM in investment assets). -Accountable for the achievement of overall team and market goals as well as operational efficiency.-Assure consistency and quality in the process, compliance with applicable laws and ethical standards.

-Responsible for motivating, leading, developing and coaching R.M.'s to ensure individual sales and asset growth, while delivering exceptional customer service. -Implementation of business, sales process, ensuring best practices; such as regular sales meetings, pre call planning and post call debriefs. -Recruitment as well as development, coaching and retention of the best talent with a focus on creating a diverse workforce.-Lead employees to ensure a consultative sales approach paired with financial expertise to create a value added financial solution for the client ($250,000 - $10MM in investment assets). -Accountable for the achievement of overall team and market goals (to include EBITA).-Drive the solicitation of leads and integration of the client within other lines of business, optimizing and sourcing appropriate solutions, all the while remaining accountable to the customer. -Community visibility to promote a positive company image and business development.

-Responsible for meeting the Market Level Financial Plan as it relates to the High Net Worth Model.-Develop and recruit talented sales associates to facilitate growth of the integrated comprehensive wealth management platform to include Trust, Investment Management, Credit and Banking.-Develop and maintain internal Bank relationships to encourage cross sales-Drive Business collaboration and integration of all San Diego Bank of America businesses to achieve market dominance in Consumer and Business strategies

-Managed the integration of Banc of America Investment Services, Inc. and Premier Banking-Oversaw 700+ sales associates throughout Southern California in the newly formed PB&I organization-Designed PB& I national reporting facilitating tracking and management of the integrated business-Coached PFG leaders in S. California to become the highest ranking Division in nation for partnering

-Managed the separation of San Diego from Orange County -Grew revenue from 6,900,000 in January 2003 to nearly 19 million in December 2005 -Trained and recruited Financial Advisor headcount from 17 to over 54 since 2003 -Directed the best overall associate survey scores in the Western Region BAI in 2004 -Trained and promoted two of the current seven Market Directors in the S. California Division -Ranked number one Market Director in 2003 as measured by “Beat the Firm” -Recruited 18 qualified recruits in one year (2003) -Market Leader for Greater San Diego’s Partnership for Growth -Presidents Club 2003, 2004