I am currently a Managing Director and Regional Manager in The Private Bank at City National Bank. I manage a team of specialists that have developed and refined a process for a select group of relationships. We do it by creating and actually implementing objective and customized strategies to help our clients achieve their goals and dreams.The Private Bank is an exclusive part of City National Bank and dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams.I previously worked as a Regional Manager for Union Bank as well as Comerica Inc.’s San Diego Wealth & Institutional Management Division. Additionally, I also served as the Market President and Market Executive for Bank of America San Diego. Additionally, I was the Divisional Sales Executive for Southern California’s Premier Banking & Investments. I also served as the San Diego Market Director for Banc of America Investment Services, Inc. Endorsements and testimonials cannot be accepted. Please do not post any personal or private information as this is a public site. Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax, accounting and other advisers.