Heather Katzenstein Email & Phone Number

Los Angeles, California

Beverly Hills, CA

Currently a Trust Advisor at City National Bank where I worked with a team of specialists to deliver a broad array of wealth management services and solutions. City National Bank is dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. Prior to joining.

Beverly Hills

• Vice President, Senior Trust Officer-The Private Bank
• Responsible for the administration of a wide range of trust accounts including some of the more complex accounts drawn from any one or more of the following categories: probate, guardianships, living and testamentary.
• Securing the following services on behalf of the account: securities portfolio management, real estate portfolio management, general accounting services, tax accounting and returns, paying, receiving and safekeeping.
• Providing quality service to each relationship through a thorough knowledge of the personality of each account. This includes maintaining on-going relationships with beneficiaries, trustors and related professionals.
• Administering all accounts according to applicable laws, regulations and policies and in accordance with trust documents to carry out the intent of the trust.

Greater Los Angeles Area

Manages trust and investment portfolios for high net worth individuals, foundations, and various types of trusts. Develops new business to expand current relationships and build new relationships in the Los Angeles community. Collaborates with the marketing and sales team to provide data, analyses and financial recommendations for prospective clients..

Greater St. Louis Area

Job duties included providing administrative, operational, and financial budgeting support to the Controller. Responsible for the day-to-day management of the support/marketing staff while assisting upper-management with interviewing new candidates and providing new employees with appropriate training. Assisted Controller with various financial networking.

Greater St. Louis Area

Reported directly to five attorneys with broad ranged responsibilities that encompass the timely and complex preparation of cases from discovery to trial phase. Acted as liaison between attorneys, clients, healthcare providers, insurance carriers, law firms, and government agencies. Performed database management and law library research to obtain.

Ctfa

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Arts (Ba), Psychology

Education record