City National Rochdale
Industry: Company
DescriptionFounded: 1975 Subsidiary: City National Rochdale Asia Ltd. Parent organization: City National BankFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCity National RochdaleWebsiteDirections Saved (0) Saved Save Financial planner in San Francisco, California Located in: 455 Market StreetAddress: 455 Market St #2000, San Francisco, CA 94105 Phone: (415) 477-2544: : : : Website: Category: : Hours: Place name: : Website: http://www.cnr.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of City National Rochdale Posting publicly on the Web Write a review Reviews Be the first to review
City National Rochdale List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at City National Rochdale. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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City National Rochdale Employees
Employee
Years
Job
Industry
Morr Kadoch Morr Kadoch's City National Rochdale Experience March 2015 - Present
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale March 2015 - Present
City National Rochdale August 2013 - March 2015
Morgan Stanley January 2013 - June 2013
Private Wealth Partners, LLC June 2012 - September 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Data Analysis, Marketing, Financial Modeling, Investment Management, Customer Service, Research, Photoshop, Business Decision Making, Portfolio Optimization, Asset Allocation, Risk Management
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics, 3.71
City National Rochdale March 2015 - Present
City National Rochdale August 2013 - March 2015
Morgan Stanley January 2013 - June 2013
Private Wealth Partners, LLC June 2012 - September 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Data Analysis, Marketing, Financial Modeling, Investment Management, Customer Service, Research, Photoshop, Business Decision Making, Portfolio Optimization, Asset Allocation, Risk Management
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics, 3.71
David Lott David Lott's City National Rochdale Experience January 2014 - Present
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2014 - Present
City National Rochdale May 2012 - January 2014
Barclays Capital July 2008 - June 2010
Lehman Brothers May 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2005 - August 2005
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, Fixed Income, Securities, Data Analysis, Prime Brokerage, Middle Office, Portfolio Management, Trading, Series 63, Finance, Investments
Education
Emory University 2004 — 2008
B.A., Financial Economics
CFA Institute
Level III Candidate
Investment Banking Institute
Financial Modeling & Valuation
San Ramon Valley HS 2000 — 2004
City National Rochdale January 2014 - Present
City National Rochdale May 2012 - January 2014
Barclays Capital July 2008 - June 2010
Lehman Brothers May 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2005 - August 2005
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, Fixed Income, Securities, Data Analysis, Prime Brokerage, Middle Office, Portfolio Management, Trading, Series 63, Finance, Investments
Education
Emory University 2004 — 2008
B.A., Financial Economics
CFA Institute
Level III Candidate
Investment Banking Institute
Financial Modeling & Valuation
San Ramon Valley HS 2000 — 2004
Kamila Desai Kamila Desai's City National Rochdale Experience November 2013 - Present
Job Senior Administrative Specialist at City National Rochdale
Industry Financial Services
Experience
City National Rochdale November 2013 - Present
C&D Zodiac March 2011 - August 2012
Masimo Labs September 2007 - July 2010
Skills
Inventory Management, Process Improvement, Forecasting, SAP, Teamwork, PowerPoint, Administrative..., Time Management, Analysis, Financial Analysis, Outlook, Microsoft Word, Visio, Data Analysis, MS Project, Budgets, Customer Service, Microsoft Office, Access, Microsoft Excel, Accounts Payable, Accounting
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Accounting and Finance
City National Rochdale November 2013 - Present
C&D Zodiac March 2011 - August 2012
Masimo Labs September 2007 - July 2010
Skills
Inventory Management, Process Improvement, Forecasting, SAP, Teamwork, PowerPoint, Administrative..., Time Management, Analysis, Financial Analysis, Outlook, Microsoft Word, Visio, Data Analysis, MS Project, Budgets, Customer Service, Microsoft Office, Access, Microsoft Excel, Accounts Payable, Accounting
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kelly Johnson, CFA, CAIA Kelly Johnson, CFA, CAIA's City National Rochdale Experience January 2015 - Present
Job Senior Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
PIMCO January 2009 - January 2015
PIMCO July 2001 - December 2008
Freddie Mac October 1998 - August 1999
ICMA Retirement Corporation 1996 - 1998
Skills
Financial Modeling, Financial Services, Fixed Income, Investment Strategies, Investments, Leadership, Management, Non-profits, Portfolio Management, Strategy, Alternative Investments, Analysis, Institutional..., Asset Allocation, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
City National Rochdale January 2015 - Present
PIMCO January 2009 - January 2015
PIMCO July 2001 - December 2008
Freddie Mac October 1998 - August 1999
ICMA Retirement Corporation 1996 - 1998
Skills
Financial Modeling, Financial Services, Fixed Income, Investment Strategies, Investments, Leadership, Management, Non-profits, Portfolio Management, Strategy, Alternative Investments, Analysis, Institutional..., Asset Allocation, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Ray Llewellyn Ray Llewellyn's City National Rochdale Experience January 2014 - Present
Job Portfolio Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2014 - Present
AMBS Investment Counsel, LLC August 2001 - December 2013
Skills
Customer Service, Operations Management, Banking, Team Management, Process Improvement, Vendor Management, Microsoft Excel, Microsoft Office, Risk Management, Management, MIS, Security, Time Management
Education
Grand Valley State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Grand Valley State University 1999 — 2003
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
City National Rochdale January 2014 - Present
AMBS Investment Counsel, LLC August 2001 - December 2013
Skills
Customer Service, Operations Management, Banking, Team Management, Process Improvement, Vendor Management, Microsoft Excel, Microsoft Office, Risk Management, Management, MIS, Security, Time Management
Education
Grand Valley State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Grand Valley State University 1999 — 2003
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Jessica Hollenstein Jessica Hollenstein's City National Rochdale Experience December 2010 - October 2014
Job Licensed Real Estate Salesperson at Becker Realty Services, Inc.
Industry Real Estate
Experience
Becker Realty Services, Inc. July 2013 - Present
City National Rochdale December 2010 - October 2014
Credit Suisse August 2007 - December 2010
MarketReach Inc May 2006 - March 2007
Smart Destinations November 2004 - February 2005
Skills
Residential Homes, First Time Home Buyers, Negotiation, Marketing, Email Marketing, Advertising, Sales, Customer Service, Event Planning, Social Media Marketing, Market Research, Business Development, Budgets, Public Speaking, Marketing Strategy, Public Relations, Social Media, Marketing Management, Online Advertising, Social Networking, Strategic Planning, Digital Marketing, Marketing Communications, Strategy
Education
Johnson & Wales University 2001 — 2005
B.S., Bachelor, Marketing with concentrations in Psychology and Sociology
2006
M.B.A., Master, Global Business Leadership with a concentration in Marketing
Becker Realty Services, Inc. July 2013 - Present
City National Rochdale December 2010 - October 2014
Credit Suisse August 2007 - December 2010
MarketReach Inc May 2006 - March 2007
Smart Destinations November 2004 - February 2005
Skills
Residential Homes, First Time Home Buyers, Negotiation, Marketing, Email Marketing, Advertising, Sales, Customer Service, Event Planning, Social Media Marketing, Market Research, Business Development, Budgets, Public Speaking, Marketing Strategy, Public Relations, Social Media, Marketing Management, Online Advertising, Social Networking, Strategic Planning, Digital Marketing, Marketing Communications, Strategy
Education
Johnson & Wales University 2001 — 2005
B.S., Bachelor, Marketing with concentrations in Psychology and Sociology
2006
M.B.A., Master, Global Business Leadership with a concentration in Marketing
Jonathan JJ Figlin, CFA Jonathan JJ Figlin, CFA's City National Rochdale Experience February 2013 - November 2014
Job Senior Investment Associate at Mozaic, LLC
Industry Investment Management
Experience
Mozaic, LLC November 2014 - Present
City National Rochdale February 2013 - November 2014
City National Bank November 2010 - February 2013
Newmont Mining Corporation September 2008 - November 2010
Education
University of Denver - Daniels College of Business 2007 — 2008
Master of Science (MS), Finance
University of Denver 2003 — 2007
Bachelor of Science (BS), Finance
Mozaic, LLC November 2014 - Present
City National Rochdale February 2013 - November 2014
City National Bank November 2010 - February 2013
Newmont Mining Corporation September 2008 - November 2010
Education
University of Denver - Daniels College of Business 2007 — 2008
Master of Science (MS), Finance
University of Denver 2003 — 2007
Bachelor of Science (BS), Finance
Kevin Hauri Kevin Hauri's City National Rochdale Experience April 2013 - Present
Job Associate Portfolio Manager at City National Bank
Industry Investment Management
Experience
City National Rochdale April 2013 - Present
City National Bank May 2011 - March 2013
Titansan Engineering Inc. February 2011 - May 2011
University of Southern California/Central Parking (Mexico) March 2010 - July 2010
Capital Group February 2008 - July 2009
Capital Group December 2005 - February 2008
Skills
Portfolio Management, Management, Investments, Financial Analysis, Asset Managment, Finance, Mutual Funds, Analysis, Series 7, Series 63
Education
University of Southern California - Marshall School of Business
Master, Business Administration
University of California, Irvine
Bachelor of Arts, Psychology
City National Rochdale April 2013 - Present
City National Bank May 2011 - March 2013
Titansan Engineering Inc. February 2011 - May 2011
University of Southern California/Central Parking (Mexico) March 2010 - July 2010
Capital Group February 2008 - July 2009
Capital Group December 2005 - February 2008
Skills
Portfolio Management, Management, Investments, Financial Analysis, Asset Managment, Finance, Mutual Funds, Analysis, Series 7, Series 63
Education
University of Southern California - Marshall School of Business
Master, Business Administration
University of California, Irvine
Bachelor of Arts, Psychology
Rachael Crane's City National Rochdale Experience 2013 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
Sandy Lelievre's City National Rochdale Experience July 2014 - Present
Job
Industry Financial Services
Experience
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
Marco Sementilli Marco Sementilli's City National Rochdale Experience February 2014 - Present
Job Portfolio Design Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
Reginald Dupont Reginald Dupont's City National Rochdale Experience August 2015 - Present
Job New Accounts Analyst at City National Rochdale
Industry Marketing and Advertising
Experience
City National Rochdale August 2015 - Present
City National Rochdale November 2013 - Present
City National Rochdale February 2013 - Present
UFCW Local 1500 June 2010 - December 2010
UFCW Local 1500 July 2009 - August 2009
Queens Central Library November 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Entry, Time Management, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Business Administration and Management, General, 2.99
City National Rochdale August 2015 - Present
City National Rochdale November 2013 - Present
City National Rochdale February 2013 - Present
UFCW Local 1500 June 2010 - December 2010
UFCW Local 1500 July 2009 - August 2009
Queens Central Library November 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Entry, Time Management, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Business Administration and Management, General, 2.99
Ericka Martin Ericka Martin's City National Rochdale Experience July 2013 - January 2014
Job Community Manager at Carr Workplaces
Industry Real Estate
Experience
Carr Workplaces July 2014 - January 2015
Manhattan Business Center February 2014 - June 2014
City National Rochdale July 2013 - January 2014
Empire Offices May 2006 - February 2013
HQ Global Workplaces/Regus March 2002 - April 2005
Skills
Office Management, Customer Service, Outlook, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Social Media, Marketing, Real Estate, Sales, Training, Research
Education
CUNY Medgar Evers College
Carr Workplaces July 2014 - January 2015
Manhattan Business Center February 2014 - June 2014
City National Rochdale July 2013 - January 2014
Empire Offices May 2006 - February 2013
HQ Global Workplaces/Regus March 2002 - April 2005
Skills
Office Management, Customer Service, Outlook, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Social Media, Marketing, Real Estate, Sales, Training, Research
Education
CUNY Medgar Evers College
Priscilla Chan's City National Rochdale Experience May 2015 - August 2015
Job Marketing Intern at City National Rochdale
Industry Marketing and Advertising
Experience
City National Rochdale May 2015 - August 2015
Complex Media January 2015 - May 2015
Paris Baguette August 2011 - September 2014
Nori Nori Japanese Buffet June 2013 - November 2013
Skills
Interpersonal Skills, Leadership, Teamwork, PowerPoint, Microsoft Excel, Access, Microsoft Word, Social Skills, Social Psychology, Public Speaking, Social Media Marketing, Social Networking, Microsoft Office, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Advertising and Marketing Communications, Psychology
Queens College 2012 — 2014
City National Rochdale May 2015 - August 2015
Complex Media January 2015 - May 2015
Paris Baguette August 2011 - September 2014
Nori Nori Japanese Buffet June 2013 - November 2013
Skills
Interpersonal Skills, Leadership, Teamwork, PowerPoint, Microsoft Excel, Access, Microsoft Word, Social Skills, Social Psychology, Public Speaking, Social Media Marketing, Social Networking, Microsoft Office, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Advertising and Marketing Communications, Psychology
Queens College 2012 — 2014
Jared McDaniel, CFA, CPA, CFP, CMT, AIF Jared McDaniel, CFA, CPA, CFP, CMT, AIF's City National Rochdale Experience July 2014 - Present
Job Senior Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale July 2014 - Present
Sentinel Investments September 2012 - July 2014
Deutsche Bank July 2008 - September 2012
Deutsche Bank August 2005 - July 2008
Tech Data June 2002 - August 2005
Arthur Andersen & Co. August 1999 - June 2002
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Investments, Risk Management, Options, Due Diligence, Private Equity, Finance, Investment Strategies, Financial Reporting, Trading, Asset Management, Bonds, Bloomberg, Financial Risk, Capital Markets, Valuation, Financial Modeling, Securities, Alternative Investments
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Finance, International Finance and Banking
University of Florida - Warrington College Of Business 2000 — 2001
M.S.Acc., Masters in Accounting, Specialization Tax
University of Florida - Warrington College Of Business 1995 — 1999
B.S.Acc., Accounting
Shorecrest Preparatory School 1991 — 1995
City National Rochdale July 2014 - Present
Sentinel Investments September 2012 - July 2014
Deutsche Bank July 2008 - September 2012
Deutsche Bank August 2005 - July 2008
Tech Data June 2002 - August 2005
Arthur Andersen & Co. August 1999 - June 2002
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Investments, Risk Management, Options, Due Diligence, Private Equity, Finance, Investment Strategies, Financial Reporting, Trading, Asset Management, Bonds, Bloomberg, Financial Risk, Capital Markets, Valuation, Financial Modeling, Securities, Alternative Investments
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Finance, International Finance and Banking
University of Florida - Warrington College Of Business 2000 — 2001
M.S.Acc., Masters in Accounting, Specialization Tax
University of Florida - Warrington College Of Business 1995 — 1999
B.S.Acc., Accounting
Shorecrest Preparatory School 1991 — 1995
Sandy Pan, CPA, MBA Sandy Pan, CPA, MBA's City National Rochdale Experience February 2015 - Present
Job CNR Controller at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2015 - Present
ICAP March 2014 - February 2015
ICAP February 2012 - March 2014
Fidelity Investments May 2011 - February 2012
Investment Technology Group, Inc. (ITG) December 2010 - May 2011
ESP Technologies July 2008 - December 2010
Town Sports International March 2006 - July 2008
Catholic Charities, Archdiocese of New York May 2004 - March 2006
Charles B. Wang Community Health Center March 2003 - May 2004
Skills
Financial Analysis, Excel, Accounting, Oracle Financials, Oracle Discoverer, Essbase, Hyperion, Coda, Hyperion Enterprise, Finance, Oracle E-Business Suite, Internal Controls, CPA, Variance Analysis, Fixed Assets, General Ledger, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Sarbanes-Oxley Act, Financial Statements, Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance, Taxation
City University of New York-Hunter College
BS, Accounting
City National Rochdale February 2015 - Present
ICAP March 2014 - February 2015
ICAP February 2012 - March 2014
Fidelity Investments May 2011 - February 2012
Investment Technology Group, Inc. (ITG) December 2010 - May 2011
ESP Technologies July 2008 - December 2010
Town Sports International March 2006 - July 2008
Catholic Charities, Archdiocese of New York May 2004 - March 2006
Charles B. Wang Community Health Center March 2003 - May 2004
Skills
Financial Analysis, Excel, Accounting, Oracle Financials, Oracle Discoverer, Essbase, Hyperion, Coda, Hyperion Enterprise, Finance, Oracle E-Business Suite, Internal Controls, CPA, Variance Analysis, Fixed Assets, General Ledger, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Sarbanes-Oxley Act, Financial Statements, Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance, Taxation
City University of New York-Hunter College
BS, Accounting
Gregory Vasilyev Gregory Vasilyev's City National Rochdale Experience May 2012 - August 2014
Job Consultant, Enterprise Architecture and IT Security
Industry Information Technology and Services
Experience
Guardian Life December 2014 - Present
Consultant September 2014 - Present
City National Rochdale May 2012 - August 2014
Rochdale Investment Management January 2006 - May 2012
Rochdale Securities January 1999 - December 2005
Rochdale Securities September 1997 - December 1998
Skills
Amazon Web Services..., Microsoft Azure Cloud, IBM SoftLayer, Servers, Data Center, Networking, Microsoft Exchange, Cisco Technologies, Virtualization, Management, Microsoft Office 365, Google Apps, Enterprise Architecture, Information Technology, Network Security, IT Strategy Planning..., Network and System..., Datacenter Design and..., IT Service Management, Mission Critical, Disaster Recovery and..., Contract/Vendor..., Cisco Unified Call..., Cisco ASA and PIX..., Vmware vSphere,..., Kaspersky Open Space..., FC SAN, Symantec Endpoint..., iSCSI, Various trading and..., TCP/IP, Websense Security, Brocade Fibre Switches, Red Hat, CentOS, Suse,..., Apple Mac OS X, Microsoft Windows 3.1 -..., Microsoft Terminal,..., Microsoft C#.NET,..., Adobe PhotoShop,..., MCSE 2003 Certified, Barracuda Spam Firewall, DLP: Cloud-based and..., Citrix XenApp and..., Sonicwall NextGen..., NAS, 10G Ethernet
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1997
Master of Science (MS)
Guardian Life December 2014 - Present
Consultant September 2014 - Present
City National Rochdale May 2012 - August 2014
Rochdale Investment Management January 2006 - May 2012
Rochdale Securities January 1999 - December 2005
Rochdale Securities September 1997 - December 1998
Skills
Amazon Web Services..., Microsoft Azure Cloud, IBM SoftLayer, Servers, Data Center, Networking, Microsoft Exchange, Cisco Technologies, Virtualization, Management, Microsoft Office 365, Google Apps, Enterprise Architecture, Information Technology, Network Security, IT Strategy Planning..., Network and System..., Datacenter Design and..., IT Service Management, Mission Critical, Disaster Recovery and..., Contract/Vendor..., Cisco Unified Call..., Cisco ASA and PIX..., Vmware vSphere,..., Kaspersky Open Space..., FC SAN, Symantec Endpoint..., iSCSI, Various trading and..., TCP/IP, Websense Security, Brocade Fibre Switches, Red Hat, CentOS, Suse,..., Apple Mac OS X, Microsoft Windows 3.1 -..., Microsoft Terminal,..., Microsoft C#.NET,..., Adobe PhotoShop,..., MCSE 2003 Certified, Barracuda Spam Firewall, DLP: Cloud-based and..., Citrix XenApp and..., Sonicwall NextGen..., NAS, 10G Ethernet
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1997
Master of Science (MS)
Vern Montross Vern Montross's City National Rochdale Experience January 2014 - Present
Job Senior Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2014 - Present
Blue Cure Foundation March 2012 - March 2014
Bernstein Global Wealth Management March 2010 - December 2013
Wachovia Bank October 2006 - December 2008
World Savings May 2001 - October 2006
SciProof, LLC 1998 - 2003
MD Anderson Cancer Center June 1999 - May 2001
Skills
Asset Management, Wealth Transfer and..., Asset Allocation, Investments, Wealth Management, Risk Management, Financial Planning, Estate Planning, Planned Giving, Leadership, Strategic Financial..., Alternative Investments, Sales Management, Asset Managment, Strategy, Mortgage Lending, Financial Analysis, Banking, Management, Finance, Financial Services, Portfolio Management, Series 7, Equities, Investment Strategies, Loans, Financial Advisory, Executive Management, Valuation, Fixed Income, Mutual Funds, Retirement Planning, Funding, Relationship Management, Wealth, Investment Management, Financial Modeling, Securities, Credit, Mergers & Acquisitions, Due Diligence, Investment Advisory, Hedge Funds, Credit Analysis, Capital Markets, Investment Banking, Private Equity, Financial Risk
Education
2016 Level III Candidate in the CFA Program
The University of Texas Health Science Center at Houston 1996 — 2000
Masters of Science, Biochemistry and Molecular Biology
Texas A&M University 1990 — 1995
Bachelors of Science, Biomedical Science
City National Rochdale January 2014 - Present
Blue Cure Foundation March 2012 - March 2014
Bernstein Global Wealth Management March 2010 - December 2013
Wachovia Bank October 2006 - December 2008
World Savings May 2001 - October 2006
SciProof, LLC 1998 - 2003
MD Anderson Cancer Center June 1999 - May 2001
Skills
Asset Management, Wealth Transfer and..., Asset Allocation, Investments, Wealth Management, Risk Management, Financial Planning, Estate Planning, Planned Giving, Leadership, Strategic Financial..., Alternative Investments, Sales Management, Asset Managment, Strategy, Mortgage Lending, Financial Analysis, Banking, Management, Finance, Financial Services, Portfolio Management, Series 7, Equities, Investment Strategies, Loans, Financial Advisory, Executive Management, Valuation, Fixed Income, Mutual Funds, Retirement Planning, Funding, Relationship Management, Wealth, Investment Management, Financial Modeling, Securities, Credit, Mergers & Acquisitions, Due Diligence, Investment Advisory, Hedge Funds, Credit Analysis, Capital Markets, Investment Banking, Private Equity, Financial Risk
Education
2016 Level III Candidate in the CFA Program
The University of Texas Health Science Center at Houston 1996 — 2000
Masters of Science, Biochemistry and Molecular Biology
Texas A&M University 1990 — 1995
Bachelors of Science, Biomedical Science
Steven Walraven Steven Walraven's City National Rochdale Experience January 2013 - Present
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2013 - Present
Fisher Investments June 2011 - January 2013
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Management, Bloomberg, Investments, Securities, Financial Modeling, Wealth Management, Financial Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
City National Rochdale January 2013 - Present
Fisher Investments June 2011 - January 2013
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Management, Bloomberg, Investments, Securities, Financial Modeling, Wealth Management, Financial Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Thomas Ehrlein Thomas Ehrlein's City National Rochdale Experience January 2013 - Present
Job Director, Portfolio and Alternative Analytics Group
Industry Investment Management
Experience
City National Rochdale January 2013 - Present
Rochdale Investment Management August 2005 - February 2013
Rochdale Investment Management August 2005 - December 2007
FactSet Research Systems September 2001 - August 2004
Skills
Asset Allocation, Quantitative Research, Portfolio Management, Analysis, Finance, Strategy, ETFs, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Asset Managment, Investment Banking, Asset Management, Bloomberg, Equities
Education
Hofstra University 2004 — 2006
MBA, Finance
University of Scranton 1997 — 2001
Bachelor, Finance
City National Rochdale January 2013 - Present
Rochdale Investment Management August 2005 - February 2013
Rochdale Investment Management August 2005 - December 2007
FactSet Research Systems September 2001 - August 2004
Skills
Asset Allocation, Quantitative Research, Portfolio Management, Analysis, Finance, Strategy, ETFs, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Asset Managment, Investment Banking, Asset Management, Bloomberg, Equities
Education
Hofstra University 2004 — 2006
MBA, Finance
University of Scranton 1997 — 2001
Bachelor, Finance
David Garza David Garza's City National Rochdale Experience September 2014 - Present
Job Director of Portfolio Management at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
Tom Galvin Tom Galvin's City National Rochdale Experience February 2012 - Present
Job Managing Director City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2012 - Present
Galvin Asset Management January 2008 - February 2012
UBS Global Asset Management July 2006 - September 2007
ForstmannLeff Associates February 1991 - June 2006
Shearson Lehman Brothers, Tucker Anthony and Smith Barney 1983 - 1987
Skills
Portfolio Management, Equities, Market Research, Investments, Asset Management, Hedge Funds, Financial Services, Alternative Investments, Asset Managment, Analysis, Equity Research, Risk Management, ETFs, Fund Of Funds, Investment Management, Fundamental Analysis, Valuation, Stock Picking, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Fixed Income, Management, Investment Banking, Asset Allocation, Series 7, Equity Valuation, Accounting, Leadership, Investment Strategies, Securities, Derivatives, Trading, Series 63, Investment Advisory, Equity Trading, Options, Product Development, Wealth Management, Private Equity
Education
Fordham Gabelli School of Business 1981 — 1983
MBA
Queen's College 1974 — 1979
BA
City National Rochdale February 2012 - Present
Galvin Asset Management January 2008 - February 2012
UBS Global Asset Management July 2006 - September 2007
ForstmannLeff Associates February 1991 - June 2006
Shearson Lehman Brothers, Tucker Anthony and Smith Barney 1983 - 1987
Skills
Portfolio Management, Equities, Market Research, Investments, Asset Management, Hedge Funds, Financial Services, Alternative Investments, Asset Managment, Analysis, Equity Research, Risk Management, ETFs, Fund Of Funds, Investment Management, Fundamental Analysis, Valuation, Stock Picking, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Fixed Income, Management, Investment Banking, Asset Allocation, Series 7, Equity Valuation, Accounting, Leadership, Investment Strategies, Securities, Derivatives, Trading, Series 63, Investment Advisory, Equity Trading, Options, Product Development, Wealth Management, Private Equity
Education
Fordham Gabelli School of Business 1981 — 1983
MBA
Queen's College 1974 — 1979
BA
Dorie Casper's City National Rochdale Experience August 2013 - 2014
Job Actress
Industry Entertainment
Experience
Self Employed, Freelance Actor September 2013 - Present
City National Rochdale August 2013 - 2014
City National Rochdale 2010 - August 2013
Next Day Ent. September 2011 - November 2011
Tainted Blue Recording Studio June 2010 - March 2011
Engine Room Audio June 2011 - 2011
Hospital for Special Surgery February 2010 - April 2010
Dr. Michael Jacobs July 2009 - December 2009
AAM Promo May 2009 - November 2009
New York Art Ensemble May 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Pro Tools, Audio Editing, ACT!, Alta Point, File Maker, Photoshop, Nonprofits
Education
Muhlenberg College 2005 — 2009
BA, Music
Michael Howard Studio
Self Employed, Freelance Actor September 2013 - Present
City National Rochdale August 2013 - 2014
City National Rochdale 2010 - August 2013
Next Day Ent. September 2011 - November 2011
Tainted Blue Recording Studio June 2010 - March 2011
Engine Room Audio June 2011 - 2011
Hospital for Special Surgery February 2010 - April 2010
Dr. Michael Jacobs July 2009 - December 2009
AAM Promo May 2009 - November 2009
New York Art Ensemble May 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Pro Tools, Audio Editing, ACT!, Alta Point, File Maker, Photoshop, Nonprofits
Education
Muhlenberg College 2005 — 2009
BA, Music
Michael Howard Studio
Claire Robb's City National Rochdale Experience November 2014 - Present
Job Business System Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale November 2014 - Present
William O'Neil + Co. Inc. January 2013 - November 2014
William O'Neil + Co. Inc. September 2010 - January 2013
William O'Neil + Co. Inc. June 2008 - September 2010
FFC Capital Management September 2007 - May 2008
Skills
Financial Analysis, Equities, Investments, Equity Research, Financial Modeling, Data Analysis, Analytics, Management, Economics, Finance, Process Improvement, Analysis, Business Analysis, Research, Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BS, Finance, Accounting
City National Rochdale November 2014 - Present
William O'Neil + Co. Inc. January 2013 - November 2014
William O'Neil + Co. Inc. September 2010 - January 2013
William O'Neil + Co. Inc. June 2008 - September 2010
FFC Capital Management September 2007 - May 2008
Skills
Financial Analysis, Equities, Investments, Equity Research, Financial Modeling, Data Analysis, Analytics, Management, Economics, Finance, Process Improvement, Analysis, Business Analysis, Research, Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BS, Finance, Accounting
Mitchell Cepler, CPA Mitchell Cepler, CPA's City National Rochdale Experience March 2011 - Present
Job Group Finance Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale March 2011 - Present
ESP Technologies May 2008 - February 2011
KPMG September 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Morgan Stanley June 2002 - August 2002
Skills
Financial Analysis, Due Diligence, Forecasting, Process Improvement, Microsoft Excel, Corporate FP&A, Analysis, Accounting, Equities, Strategic Financial..., Finance, Auditing, Asset Management, GAAP, Cash Flow, Mergers & Acquisitions, Financial Planning, Financial Reporting
Education
Binghamton University - School of Management 2000 — 2004
BS, Accounting, Economics
City National Rochdale March 2011 - Present
ESP Technologies May 2008 - February 2011
KPMG September 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Morgan Stanley June 2002 - August 2002
Skills
Financial Analysis, Due Diligence, Forecasting, Process Improvement, Microsoft Excel, Corporate FP&A, Analysis, Accounting, Equities, Strategic Financial..., Finance, Auditing, Asset Management, GAAP, Cash Flow, Mergers & Acquisitions, Financial Planning, Financial Reporting
Education
Binghamton University - School of Management 2000 — 2004
BS, Accounting, Economics
Jenya Katsnelson's City National Rochdale Experience November 2005 - Present
Job Billing / Alternative Investments Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale November 2005 - Present
Skills
Financial Analysis, Equities, Alternative Investments, Asset Managment, Asset Management, Portfolio Management, Mutual Funds, Billing Process, Investments, Finance, Financial Services, Superior Client Service, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Power Point, Management, Financial Modeling, Fixed Income, Hedge Funds, Accounting
Education
Hunter College
Bachelor of Arts (B.A.), Economics
La Guardia H.S of Performing Arts
Drama
City National Rochdale November 2005 - Present
Skills
Financial Analysis, Equities, Alternative Investments, Asset Managment, Asset Management, Portfolio Management, Mutual Funds, Billing Process, Investments, Finance, Financial Services, Superior Client Service, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Power Point, Management, Financial Modeling, Fixed Income, Hedge Funds, Accounting
Education
Hunter College
Bachelor of Arts (B.A.), Economics
La Guardia H.S of Performing Arts
Drama
Charles Boettcher Charles Boettcher's City National Rochdale Experience June 2007 - Present
Job Managing Director
Industry Investment Management
Experience
City National Rochdale June 2007 - Present
Northern Trust January 1995 - May 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Management, New Business Development
Education
University of California, Berkeley
City National Rochdale June 2007 - Present
Northern Trust January 1995 - May 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Management, New Business Development
Education
University of California, Berkeley
Sean Stak Sean Stak's City National Rochdale Experience January 2008 - June 2010
Job Associate at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC February 2015 - Present
Third Avenue Management January 2013 - January 2015
Third Avenue Management June 2010 - January 2013
City National Rochdale January 2008 - June 2010
City National Rochdale December 2006 - January 2008
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Investments, Portfolio Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Asset Allocation, Marketing
Education
Providence College 2002 — 2006
Bachelor's degree, Marketing
Apollo Global Management LLC February 2015 - Present
Third Avenue Management January 2013 - January 2015
Third Avenue Management June 2010 - January 2013
City National Rochdale January 2008 - June 2010
City National Rochdale December 2006 - January 2008
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Investments, Portfolio Management, Securities, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Asset Allocation, Marketing
Education
Providence College 2002 — 2006
Bachelor's degree, Marketing
Lauren Schoenfeld Lauren Schoenfeld's City National Rochdale Experience September 2012 - August 2013
Job Assistant Category Manager at Lifetime Brands
Industry Consumer Goods
Experience
Lifetime Brands February 2015 - Present
Loyola University Maryland September 2013 - August 2014
Sister to Sister: The Women's Heart Health Foundation May 2014 - July 2014
City National Rochdale September 2012 - August 2013
NAMI Metropolitan Baltimore October 2011 - December 2011
dELiA*s June 2009 - August 2010
Skills
Marketing, Facebook, Fundraising, Microsoft Word, PowerPoint, Leadership, Event Planning, Microsoft Excel, Data Entry, Event Management, Social Networking, Outlook, Microsoft Office, Public Relations, Social Media, Public Speaking, Customer Service, Teamwork, Organization Skills, Illustrator, InDesign, Photoshop, Mac OS, Presentation Design, Detail Oriented, Self-Motivated
Education
Loyola University Maryland 2013 — 2014
Master of Business Administration (MBA), Emerging Leaders MBA Program
Loyola University Maryland 2008 — 2012
BBA, Marketing
Irvington High School 2004 — 2008
High School Diploma
Lifetime Brands February 2015 - Present
Loyola University Maryland September 2013 - August 2014
Sister to Sister: The Women's Heart Health Foundation May 2014 - July 2014
City National Rochdale September 2012 - August 2013
NAMI Metropolitan Baltimore October 2011 - December 2011
dELiA*s June 2009 - August 2010
Skills
Marketing, Facebook, Fundraising, Microsoft Word, PowerPoint, Leadership, Event Planning, Microsoft Excel, Data Entry, Event Management, Social Networking, Outlook, Microsoft Office, Public Relations, Social Media, Public Speaking, Customer Service, Teamwork, Organization Skills, Illustrator, InDesign, Photoshop, Mac OS, Presentation Design, Detail Oriented, Self-Motivated
Education
Loyola University Maryland 2013 — 2014
Master of Business Administration (MBA), Emerging Leaders MBA Program
Loyola University Maryland 2008 — 2012
BBA, Marketing
Irvington High School 2004 — 2008
High School Diploma
David Coiro David Coiro's City National Rochdale Experience September 1983 - Present
Job SENIOR PORTFOLIO MANAGER at CITY NATIONAL ROCHDALE
Industry Financial Services
Experience
City National Rochdale September 1983 - Present
Rochdale Investment Management 1983 - September 2013
R W CORBY & CO 1980 - 1983
Skills
Portfolio Management, Asset Management, Investments, Management, Equities, Asset Allocation, Mutual Funds, Alternative Investments, Securities, Hedge Funds
Education
Georgetown University 1971 — 1973
foreign service Graduate school
Boston College 1964 — 1968
bs, econ
City National Rochdale September 1983 - Present
Rochdale Investment Management 1983 - September 2013
R W CORBY & CO 1980 - 1983
Skills
Portfolio Management, Asset Management, Investments, Management, Equities, Asset Allocation, Mutual Funds, Alternative Investments, Securities, Hedge Funds
Education
Georgetown University 1971 — 1973
foreign service Graduate school
Boston College 1964 — 1968
bs, econ
Sheldon Brandau, CFA, CAIA Sheldon Brandau, CFA, CAIA's City National Rochdale Experience 2009 - Present
Job Director, Senior Portfolio Manager
Industry Financial Services
Experience
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
Ryan Thomason's City National Rochdale Experience July 2014 - Present
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale July 2014 - Present
City National Bank July 2011 - July 2014
Monarch Wealth Strategies November 2009 - August 2010
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Credit Risk, Financial Analysis, Underwriting, Commercial Lending, Financial Risk, Financial Modeling, Commercial Banking, Relationship Management, Investments, Microsoft Office, Asset Allocation, Equities, Securities, Investment Strategies
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
City National Rochdale July 2014 - Present
City National Bank July 2011 - July 2014
Monarch Wealth Strategies November 2009 - August 2010
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Credit Risk, Financial Analysis, Underwriting, Commercial Lending, Financial Risk, Financial Modeling, Commercial Banking, Relationship Management, Investments, Microsoft Office, Asset Allocation, Equities, Securities, Investment Strategies
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Osvin Torres's City National Rochdale Experience February 2015 - Present
Job Relationship Advisor at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2015 - Present
City National Rochdale September 2005 - February 2015
Electronic Trading Group, LLC March 2001 - September 2005
NextSet Software, Inc. August 2000 - March 2001
Skills
Financial Services, Business Development, Banking, Business Strategy, Credit, Asset Management, Portfolio Management, Trading, Loans, Trading Systems, Electronic Trading, Alternative Investments, Hedge Funds, Equities, Client Service Oriented, Client Relations Skills, Mutual Funds, Fixed Income, Securities, Bloomberg, Asset Allocation, Management, Client Services
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
City National Rochdale February 2015 - Present
City National Rochdale September 2005 - February 2015
Electronic Trading Group, LLC March 2001 - September 2005
NextSet Software, Inc. August 2000 - March 2001
Skills
Financial Services, Business Development, Banking, Business Strategy, Credit, Asset Management, Portfolio Management, Trading, Loans, Trading Systems, Electronic Trading, Alternative Investments, Hedge Funds, Equities, Client Service Oriented, Client Relations Skills, Mutual Funds, Fixed Income, Securities, Bloomberg, Asset Allocation, Management, Client Services
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Julz Schwingler, CFA, CFP, CIMA Julz Schwingler, CFA, CFP, CIMA's City National Rochdale Experience September 2015 - Present
Job Senior Investment Consultant for City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2015 - Present
Nationwide Financial November 2012 - September 2015
BlackRock March 2004 - August 2012
Dreyfus September 1999 - February 2004
Chase September 1998 - August 1999
Skills
Capital Markets Advisory, Financial Analysis, Financial Advisory, Strategic Financial..., Sales Presentations, Sales Process, Client Presentation, Presentation Development, Market Updates
Education
St. Olaf College 1987 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
City National Rochdale September 2015 - Present
Nationwide Financial November 2012 - September 2015
BlackRock March 2004 - August 2012
Dreyfus September 1999 - February 2004
Chase September 1998 - August 1999
Skills
Capital Markets Advisory, Financial Analysis, Financial Advisory, Strategic Financial..., Sales Presentations, Sales Process, Client Presentation, Presentation Development, Market Updates
Education
St. Olaf College 1987 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Gail Robyn Hodes Gail Robyn Hodes's City National Rochdale Experience September 2014 - Present
Job Senior Compliance Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
Compliance Consulting October 2008 - August 2014
Paloma Partners January 2007 - September 2008
Jefferson Wells October 2005 - July 2007
DKR Capital July 2004 - September 2005
Deutsche Bank January 2003 - January 2004
GE November 1995 - September 2001
Skills
Compliance Testing, AML, Securities, OFAC, Hedge Funds, KYC, FINRA, Risk Management, USA PATRIOT Act, Equities, Fixed Income, Asset Managment, Mutual Funds, Financial Risk, Due Diligence, SEC, Operational Risk, Investments, Series 7, Derivatives, Bank Secrecy Act, Portfolio Management, Trading, Options, Bloomberg, Investment Advisory, Investment Management, Banking, Asset Management, Anti Money Laundering, Capital Markets, Financial Services, Bonds
Education
University of Bridgeport 1997 — 1998
MBA, Business Administration
University of Connecticut 1985 — 1990
BS, Business
City National Rochdale September 2014 - Present
Compliance Consulting October 2008 - August 2014
Paloma Partners January 2007 - September 2008
Jefferson Wells October 2005 - July 2007
DKR Capital July 2004 - September 2005
Deutsche Bank January 2003 - January 2004
GE November 1995 - September 2001
Skills
Compliance Testing, AML, Securities, OFAC, Hedge Funds, KYC, FINRA, Risk Management, USA PATRIOT Act, Equities, Fixed Income, Asset Managment, Mutual Funds, Financial Risk, Due Diligence, SEC, Operational Risk, Investments, Series 7, Derivatives, Bank Secrecy Act, Portfolio Management, Trading, Options, Bloomberg, Investment Advisory, Investment Management, Banking, Asset Management, Anti Money Laundering, Capital Markets, Financial Services, Bonds
Education
University of Bridgeport 1997 — 1998
MBA, Business Administration
University of Connecticut 1985 — 1990
BS, Business
Cameron Hunt, CFA's City National Rochdale Experience January 2011 - Present
Job Fixed Income Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
Jeffrey W. Jones, MBA Jeffrey W. Jones, MBA's City National Rochdale Experience August 2015 - Present
Job Investment Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale August 2015 - Present
New York Life Insurance Company May 2014 - August 2015
J.P. Morgan November 2011 - May 2014
JPMorgan Chase & Co July 2009 - November 2011
MetLife, Inc March 2008 - July 2009
Pantry Warehouse, LLC June 1997 - March 2008
Skills
Wealth Management, Investments, Loans, Series 6, Asset, Mutual Funds, Securities, Series 7, Credit, Financial Risk, Financial Services, Fixed Income, Equities, Retirement Planning, Branch Banking Sales, Call Tracking, Client Relationship..., Cold Calling Techniques, Competitive Sales, Customer Contact, Data Research and..., Management/Team..., PowerPoint Presentations, Private Equity, Procedure Development, Process Improvement, Product Knowledge, Prospect Meetings, Training and Mentoring, Investment Advisory, CRM, PowerPoint, Sales, Strategic Financial..., Portfolio Management, Financial Planning, Finance, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance, 3.7 GPA
University at Albany, State University of New 2002 — 2006
Bachelor of Arts, Economics
Port Chester High School 1998 — 2002
Diploma
City National Rochdale August 2015 - Present
New York Life Insurance Company May 2014 - August 2015
J.P. Morgan November 2011 - May 2014
JPMorgan Chase & Co July 2009 - November 2011
MetLife, Inc March 2008 - July 2009
Pantry Warehouse, LLC June 1997 - March 2008
Skills
Wealth Management, Investments, Loans, Series 6, Asset, Mutual Funds, Securities, Series 7, Credit, Financial Risk, Financial Services, Fixed Income, Equities, Retirement Planning, Branch Banking Sales, Call Tracking, Client Relationship..., Cold Calling Techniques, Competitive Sales, Customer Contact, Data Research and..., Management/Team..., PowerPoint Presentations, Private Equity, Procedure Development, Process Improvement, Product Knowledge, Prospect Meetings, Training and Mentoring, Investment Advisory, CRM, PowerPoint, Sales, Strategic Financial..., Portfolio Management, Financial Planning, Finance, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance, 3.7 GPA
University at Albany, State University of New 2002 — 2006
Bachelor of Arts, Economics
Port Chester High School 1998 — 2002
Diploma
Brandon Lindsay Brandon Lindsay's City National Rochdale Experience October 2011 - Present
Job Business Development Specialist at City National Rochdale
Industry Financial Services
Experience
City National Rochdale October 2011 - Present
Skills
Business Development, Leadership, Strategic Planning, Management, Analysis, Marketing, Strategy, Sales, Public Speaking, Program Management
Education
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.) in Business Administration, Business Administration and Management, General
City National Rochdale October 2011 - Present
Skills
Business Development, Leadership, Strategic Planning, Management, Analysis, Marketing, Strategy, Sales, Public Speaking, Program Management
Education
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.) in Business Administration, Business Administration and Management, General
Carolyn J. Finer, CFA Carolyn J. Finer, CFA's City National Rochdale Experience April 2015 - Present
Job Private Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale April 2015 - Present
UBS Private Wealth Management January 2012 - March 2015
US Trust, Bank of America September 2006 - January 2012
JPMorgan Private Bank September 1990 - September 2006
Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...
Education
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management
Fordham University 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
City National Rochdale April 2015 - Present
UBS Private Wealth Management January 2012 - March 2015
US Trust, Bank of America September 2006 - January 2012
JPMorgan Private Bank September 1990 - September 2006
Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...
Education
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management
Fordham University 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
Christopher Giamanco Christopher Giamanco's City National Rochdale Experience July 2011 - August 2011
Job Associate Management Consultant at KPMG
Industry Management Consulting
Experience
KPMG August 2013 - Present
KPMG August 2012 - May 2013
Binghamton University August 2011 - May 2013
Binghamton University August 2012 - December 2012
KPMG June 2012 - August 2012
City National Rochdale July 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Finance, Strategy, Management, Microsoft Excel, Management Consulting, Corporate Finance, Finance Transformation, Consulting, Strategic Consulting, Business Transformation, PowerPoint, Social Media, Sales, Microsoft Office, Marketing, Analysis, Financial Management..., SOC 1, Managerial Finance, Investment Banking, Private Equity, Private Equity Firms, Business Strategy, Corporate Strategy..., Financial Monitoring, Cultural Transformation, Marketing Strategy, Consumer Goods, Investment Advisory, Investment Management, Banking, Valuation, Process Consulting, Financial Modeling, Economics, Data Analysis, Business Process...
Education
Binghamton University 2009 — 2013
Bachelor of Science (B.S.), Cum Laude, Management, Concentration in Finance; Minor in Economics
Binghamton University - School of Management 2009 — 2013
Bachelor of Science (B.S.), Cum Laude, Management, Concentration in Finance; Minor in Economics
Smithtown High School East 2005 — 2009
Advanced Regents Honors Diploma, Graduated with 56 college credits completed
KPMG August 2013 - Present
KPMG August 2012 - May 2013
Binghamton University August 2011 - May 2013
Binghamton University August 2012 - December 2012
KPMG June 2012 - August 2012
City National Rochdale July 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Finance, Strategy, Management, Microsoft Excel, Management Consulting, Corporate Finance, Finance Transformation, Consulting, Strategic Consulting, Business Transformation, PowerPoint, Social Media, Sales, Microsoft Office, Marketing, Analysis, Financial Management..., SOC 1, Managerial Finance, Investment Banking, Private Equity, Private Equity Firms, Business Strategy, Corporate Strategy..., Financial Monitoring, Cultural Transformation, Marketing Strategy, Consumer Goods, Investment Advisory, Investment Management, Banking, Valuation, Process Consulting, Financial Modeling, Economics, Data Analysis, Business Process...
Education
Binghamton University 2009 — 2013
Bachelor of Science (B.S.), Cum Laude, Management, Concentration in Finance; Minor in Economics
Binghamton University - School of Management 2009 — 2013
Bachelor of Science (B.S.), Cum Laude, Management, Concentration in Finance; Minor in Economics
Smithtown High School East 2005 — 2009
Advanced Regents Honors Diploma, Graduated with 56 college credits completed
Kevin Barlow, CFA Kevin Barlow, CFA's City National Rochdale Experience April 2011 - March 2014
Job Managing Director at Palo Capital
Industry Investment Management
Experience
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Megan Robb Megan Robb's City National Rochdale Experience December 2014 - Present
Job Marketing Assistant at City National Rochdale
Industry Marketing and Advertising
Experience
City National Rochdale December 2014 - Present
Dress for Success Mercer County June 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dr. Donald C. Thiel Jr., DMD, Family Dentistry June 2010 - August 2011
Radiology Affiliates Imaging June 2008 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, MS Project, Access, SAP, Salesforce.com, NetSuite, Oracle Sales Cloud, Research, Mac, PC, Social Media, Facebook, Twitter, Pinterest, Wordpress, WordPress, Public Speaking, Leadership
Education
Elon University 2010 — 2014
BSBA, Marketing
Council on International Educational Exchange (CIEE) 2012 — 2012
Business and Culture
Escuela de Negocios Internacionales ESCI-UPF 2012 — 2012
Study Abroad
Lawrence High School 2006 — 2010
High School Diploma
City National Rochdale December 2014 - Present
Dress for Success Mercer County June 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dr. Donald C. Thiel Jr., DMD, Family Dentistry June 2010 - August 2011
Radiology Affiliates Imaging June 2008 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, MS Project, Access, SAP, Salesforce.com, NetSuite, Oracle Sales Cloud, Research, Mac, PC, Social Media, Facebook, Twitter, Pinterest, Wordpress, WordPress, Public Speaking, Leadership
Education
Elon University 2010 — 2014
BSBA, Marketing
Council on International Educational Exchange (CIEE) 2012 — 2012
Business and Culture
Escuela de Negocios Internacionales ESCI-UPF 2012 — 2012
Study Abroad
Lawrence High School 2006 — 2010
High School Diploma
Andrew Almeida, CFA's City National Rochdale Experience July 2014 - Present
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale July 2014 - Present
Advisors Asset Management, Inc. January 2012 - March 2014
J.P. Morgan September 2011 - January 2012
JPMorgan Chase October 2008 - May 2010
Education
Hofstra University 2007 — 2011
BBA, Finance
City National Rochdale July 2014 - Present
Advisors Asset Management, Inc. January 2012 - March 2014
J.P. Morgan September 2011 - January 2012
JPMorgan Chase October 2008 - May 2010
Education
Hofstra University 2007 — 2011
BBA, Finance
Kunal Chandi's City National Rochdale Experience November 2006 - October 2007
Job Client Strategy Account Management
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Rebecca Savage Rebecca Savage's City National Rochdale Experience October 2011 - March 2014
Job Messaging Specialist at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount April 2014 - Present
City National Rochdale October 2011 - March 2014
Hartford Business Improvement District January 2011 - May 2011
Wiley, Malehorn, Sirota and Raynes May 2009 - June 2010
Skills
PowerPoint, Marketing Strategy, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Editing, Marketing, InDesign, Data Entry, CMS, CRM, Meeting Planning, Conference Coordination, Twitter, Public Speaking, Facebook, Social Media, Event Planning
Education
Trinity College-Hartford 2007 — 2011
B.S.
Brown Advisory June 2015 - Present
Highmount April 2014 - Present
City National Rochdale October 2011 - March 2014
Hartford Business Improvement District January 2011 - May 2011
Wiley, Malehorn, Sirota and Raynes May 2009 - June 2010
Skills
PowerPoint, Marketing Strategy, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Editing, Marketing, InDesign, Data Entry, CMS, CRM, Meeting Planning, Conference Coordination, Twitter, Public Speaking, Facebook, Social Media, Event Planning
Education
Trinity College-Hartford 2007 — 2011
B.S.
Varsha Baheti Varsha Baheti's City National Rochdale Experience August 2015 - Present
Job Portfolio Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale August 2015 - Present
Skills
Microsoft Excel, Event Planning, Leadership, Time Management
Education
University of Southern California 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
City National Rochdale August 2015 - Present
Skills
Microsoft Excel, Event Planning, Leadership, Time Management
Education
University of Southern California 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
Shane Brennan Shane Brennan's City National Rochdale Experience January 2014 - Present
Job Senior Fixed Income Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
Kelly McDerby's City National Rochdale Experience June 2014 - Present
Job Marketing Assistant at City National Rochdale
Industry Banking
Experience
City National Rochdale June 2014 - Present
Brown Brothers Harriman July 2013 - June 2014
New York County District Attorney's Office June 2010 - June 2013
Disney-ABC Television Group September 2009 - December 2009
Irish America Magazine June 2009 - September 2009
Skills
Hedge Funds, Financial Analysis, Access, Analysis, Press Releases, Social Networking, Bloomberg, Event Planning, Blogging, Proofreading, Customer Service, Leadership
Education
Fordham University 2006 — 2010
BA, Economics & English
National University of Ireland, Galway
City National Rochdale June 2014 - Present
Brown Brothers Harriman July 2013 - June 2014
New York County District Attorney's Office June 2010 - June 2013
Disney-ABC Television Group September 2009 - December 2009
Irish America Magazine June 2009 - September 2009
Skills
Hedge Funds, Financial Analysis, Access, Analysis, Press Releases, Social Networking, Bloomberg, Event Planning, Blogging, Proofreading, Customer Service, Leadership
Education
Fordham University 2006 — 2010
BA, Economics & English
National University of Ireland, Galway
Jacob Walker, CFA Jacob Walker, CFA's City National Rochdale Experience 2009 - 2010
Job Chief Operating Officer Global Distribution at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
BNY Mellon 2014 - September 2015
BNY Mellon 2013 - 2014
Casey, Quirk & Associates 2011 - 2013
Morgan Stanley 2010 - 2011
City National Rochdale 2009 - 2010
City National Rochdale 2005 - 2008
Spurs Sports & Entertainment 2003 - 2004
Skills
Management Consulting, Strategy Development, Asset Management, Distribution, Marketing Strategy, Business Strategy, Capital Markets, Financial Modeling, Product Development, Product Management, Economic Research, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Strategy, Leadership, Finance, Marketing
Education
Trinity University
Bachelor of Science, Business Administration (Finance)
BNY Mellon September 2015 - Present
BNY Mellon 2014 - September 2015
BNY Mellon 2013 - 2014
Casey, Quirk & Associates 2011 - 2013
Morgan Stanley 2010 - 2011
City National Rochdale 2009 - 2010
City National Rochdale 2005 - 2008
Spurs Sports & Entertainment 2003 - 2004
Skills
Management Consulting, Strategy Development, Asset Management, Distribution, Marketing Strategy, Business Strategy, Capital Markets, Financial Modeling, Product Development, Product Management, Economic Research, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Strategy, Leadership, Finance, Marketing
Education
Trinity University
Bachelor of Science, Business Administration (Finance)
Dan O'Connor, CAIA Dan O'Connor, CAIA's City National Rochdale Experience 2012 - 2013
Job Director, Institutional Partnerships Americas at CFA Institute
Industry Investment Management
Experience
CFA Institute May 2014 - Present
City National Rochdale 2012 - 2013
FQS Capital Management (Cayman) Limited January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation) August 2007 - December 2009
Citigroup Alternative Investments 2004 - 2007
Citigroup Asset Management 1998 - 2004
Alliance Capital Management 1997 - 1998
Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...
Education
Fordham University Graduate School of Business Administration 2000 — 2003
MBA
Tulane University 1993 — 1997
BS
CFA Institute May 2014 - Present
City National Rochdale 2012 - 2013
FQS Capital Management (Cayman) Limited January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation) August 2007 - December 2009
Citigroup Alternative Investments 2004 - 2007
Citigroup Asset Management 1998 - 2004
Alliance Capital Management 1997 - 1998
Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...
Education
Fordham University Graduate School of Business Administration 2000 — 2003
MBA
Tulane University 1993 — 1997
BS
Russell Martin, CFA Russell Martin, CFA's City National Rochdale Experience May 2014 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale May 2014 - Present
Charles Schwab November 2012 - May 2014
Charles Schwab Investment Management May 2011 - November 2012
Charles Schwab Investment Management November 2009 - May 2011
Shareholder Representative Services LLC March 2009 - November 2009
Dale Carnegie Training February 2007 - March 2009
Charles Schwab Investment Management August 2006 - January 2009
Bay Area Homes Sales & Evaluations March 2006 - June 2006
Education
Saint Mary's College of California 2007 — 2008
M.S., Financial Analysis & Investment Management
California Polytechnic State University-San Luis Obispo 2002 — 2006
B.S., Business Administration - Finance
The Dale Carnegie Course 2005 — 2005
Human Relations & Communication
City National Rochdale May 2014 - Present
Charles Schwab November 2012 - May 2014
Charles Schwab Investment Management May 2011 - November 2012
Charles Schwab Investment Management November 2009 - May 2011
Shareholder Representative Services LLC March 2009 - November 2009
Dale Carnegie Training February 2007 - March 2009
Charles Schwab Investment Management August 2006 - January 2009
Bay Area Homes Sales & Evaluations March 2006 - June 2006
Education
Saint Mary's College of California 2007 — 2008
M.S., Financial Analysis & Investment Management
California Polytechnic State University-San Luis Obispo 2002 — 2006
B.S., Business Administration - Finance
The Dale Carnegie Course 2005 — 2005
Human Relations & Communication
Federico Carcich Federico Carcich's City National Rochdale Experience 2014 - 2015
Job Global Brand and Advertising Manager at Indeed.com
Industry Marketing and Advertising
Experience
Indeed.com 2015 - Present
City National Rochdale 2014 - 2015
E*TRADE Financial 2012 - 2014
E*TRADE Financial 2011 - 2012
Fisher-Price (Mattel) 2010 - 2011
AT&T 2010 - 2010
Skills
Digital Marketing, Direct Marketing, Campaign Management, Social Media, Product Marketing, Email Marketing, Management, Integrated Marketing, Marketing, Lead Generation, Online Marketing, Marketing Management, Online Advertising, Strategy, Customer Acquisition
Education
Saint John's University 2009 — 2010
Master of Business Administration (M.B.A.), Marketing Management
James Madison University 2007 — 2008
Master of Arts (M.A.)
James Madison University 2003 — 2007
Bachelor of Arts (B.A.)
Indeed.com 2015 - Present
City National Rochdale 2014 - 2015
E*TRADE Financial 2012 - 2014
E*TRADE Financial 2011 - 2012
Fisher-Price (Mattel) 2010 - 2011
AT&T 2010 - 2010
Skills
Digital Marketing, Direct Marketing, Campaign Management, Social Media, Product Marketing, Email Marketing, Management, Integrated Marketing, Marketing, Lead Generation, Online Marketing, Marketing Management, Online Advertising, Strategy, Customer Acquisition
Education
Saint John's University 2009 — 2010
Master of Business Administration (M.B.A.), Marketing Management
James Madison University 2007 — 2008
Master of Arts (M.A.)
James Madison University 2003 — 2007
Bachelor of Arts (B.A.)
Robert Sosa Robert Sosa's City National Rochdale Experience October 2006 - August 2013
Job Domestic and Overseas Outerwear Production at Fashion Startup
Industry Apparel & Fashion
Experience
The Arrivals NYC August 2015 - Present
Freelance January 2014 - August 2015
Iconix Brand Group September 2013 - December 2013
City National Rochdale October 2006 - August 2013
AB April 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, WebPDM, Illustrator, JDA, Mac OS, Windows, Microsoft Office, Financial Analysis, Customer Service, Fashion, Competitive Analysis, PDM, Apparel, Product Management, Product Development, Production Management, Quality Control, BOM management, Tech Packs, Garment Costing, Negotiation
Education
Fashion Institute of Technology 2012 — 2014
Bachelor of Science (B.S.)
Fashion Institute of Technology 2010 — 2012
Associate in Applied Science
The University of Texas at Austin 1999 — 2004
Bachelor of Arts (B.A.)
The Arrivals NYC August 2015 - Present
Freelance January 2014 - August 2015
Iconix Brand Group September 2013 - December 2013
City National Rochdale October 2006 - August 2013
AB April 2005 - August 2006
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, WebPDM, Illustrator, JDA, Mac OS, Windows, Microsoft Office, Financial Analysis, Customer Service, Fashion, Competitive Analysis, PDM, Apparel, Product Management, Product Development, Production Management, Quality Control, BOM management, Tech Packs, Garment Costing, Negotiation
Education
Fashion Institute of Technology 2012 — 2014
Bachelor of Science (B.S.)
Fashion Institute of Technology 2010 — 2012
Associate in Applied Science
The University of Texas at Austin 1999 — 2004
Bachelor of Arts (B.A.)
Gino Farladanskiy's City National Rochdale Experience November 2013 - July 2014
Job Software Developer at CaseGlobal
Industry Information Technology and Services
Experience
CaseGlobal December 2014 - Present
UCLA September 2014 - December 2014
City National Rochdale November 2013 - July 2014
G4S International September 2005 - October 2013
MRM PARTNERS January 2005 - August 2005
Herbalife International of America May 1999 - November 2004
WESTMARK HARRIS ADVISORS, INC November 1998 - April 1999
CD-COM SYSTEMS, INC. January 1998 - October 1998
AVL, INC February 1996 - December 1997
Skills
ASP.NET, Microsoft SQL Server, XSLT, VB.NET, C#, XML, Web Services, Visual Basic, JavaScript, Project Management, Agile Methodologies, Access, ASP.NET MVC, .NET, CSS, ADO.NET, Scrum, OOP, SSIS, SSRS, SSAS, HTML, Software Development, Databases, Web Applications, SQL, T-SQL, SOAP, WCF, Agile Project Management, Web Development, IIS, Visio, Systems Analysis, Stored Procedures, TFS, Analysis, Windows Services, Business Analysis, AJAX, SDLC, Software Documentation, Visual Studio, Database Design, Programming, Requirements Analysis, Software Project...
Education
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
Institute of Railroad Transport Engineers, Dnepropetrovsk, Ukraine 1985 — 1990
BS CS, Information Technology
School #8, Bendery, Moldova 1975 — 1985
GE
CaseGlobal December 2014 - Present
UCLA September 2014 - December 2014
City National Rochdale November 2013 - July 2014
G4S International September 2005 - October 2013
MRM PARTNERS January 2005 - August 2005
Herbalife International of America May 1999 - November 2004
WESTMARK HARRIS ADVISORS, INC November 1998 - April 1999
CD-COM SYSTEMS, INC. January 1998 - October 1998
AVL, INC February 1996 - December 1997
Skills
ASP.NET, Microsoft SQL Server, XSLT, VB.NET, C#, XML, Web Services, Visual Basic, JavaScript, Project Management, Agile Methodologies, Access, ASP.NET MVC, .NET, CSS, ADO.NET, Scrum, OOP, SSIS, SSRS, SSAS, HTML, Software Development, Databases, Web Applications, SQL, T-SQL, SOAP, WCF, Agile Project Management, Web Development, IIS, Visio, Systems Analysis, Stored Procedures, TFS, Analysis, Windows Services, Business Analysis, AJAX, SDLC, Software Documentation, Visual Studio, Database Design, Programming, Requirements Analysis, Software Project...
Education
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
University of California, Los Angeles
Institute of Railroad Transport Engineers, Dnepropetrovsk, Ukraine 1985 — 1990
BS CS, Information Technology
School #8, Bendery, Moldova 1975 — 1985
GE
Nicholas Cavallaro, CFA's City National Rochdale Experience April 2015 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale April 2015 - Present
Circle Wealth Management, LLC September 2013 - December 2014
Origami Capital June 2013 - August 2013
PNC Investments - PNC Capital Advisors June 2012 - August 2012
PNC Bank 2009 - 2011
Morningstar 2008 - 2008
Lockheed Martin 2006 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master's
Cornell University 2001 — 2006
BS
City National Rochdale April 2015 - Present
Circle Wealth Management, LLC September 2013 - December 2014
Origami Capital June 2013 - August 2013
PNC Investments - PNC Capital Advisors June 2012 - August 2012
PNC Bank 2009 - 2011
Morningstar 2008 - 2008
Lockheed Martin 2006 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master's
Cornell University 2001 — 2006
BS
Richard Limekiller's City National Rochdale Experience April 2012 - Present
Job Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale April 2012 - Present
U.S. Trust February 1993 - April 2012
Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Series 63, High Net Worth..., Retirement Planning, Relationship Management, Financial Advisory, Finance, Asset Managment, Fixed Income, Securities, Bloomberg, Bonds, Equity Research, Capital Markets
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
City National Rochdale April 2012 - Present
U.S. Trust February 1993 - April 2012
Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Series 63, High Net Worth..., Retirement Planning, Relationship Management, Financial Advisory, Finance, Asset Managment, Fixed Income, Securities, Bloomberg, Bonds, Equity Research, Capital Markets
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
Ben Younessian, CPA, CGMA's City National Rochdale Experience July 2012 - Present
Job Controller at City National Rochdale
Industry Financial Services
Experience
City National Rochdale July 2012 - Present
Rochdale Investment Management June 2004 - June 2012
Sterling Financial 1998 - 2002
Skills
Hedge Funds, Bloomberg, Financial Analysis, Microsoft Excel, Alternative Investments, Financial Modeling, Asset Allocation, Asset Management, Equities, Mutual Funds, Financial Reporting, Capital Markets, Wealth Management, Portfolio Management, SEC filings, Asset Managment, Investments, Investment Management, Valuation
Education
City University of New York-Queens College 1983 — 1987
Bachelor's degree, Accounting and Finance
City National Rochdale July 2012 - Present
Rochdale Investment Management June 2004 - June 2012
Sterling Financial 1998 - 2002
Skills
Hedge Funds, Bloomberg, Financial Analysis, Microsoft Excel, Alternative Investments, Financial Modeling, Asset Allocation, Asset Management, Equities, Mutual Funds, Financial Reporting, Capital Markets, Wealth Management, Portfolio Management, SEC filings, Asset Managment, Investments, Investment Management, Valuation
Education
City University of New York-Queens College 1983 — 1987
Bachelor's degree, Accounting and Finance
Russ Launer CFP®'s City National Rochdale Experience April 2004 - Present
Job Director Client Service & Operations, City National Rochdale
Industry Financial Services
Experience
City National Rochdale April 2004 - Present
Electronic Trading Group February 2001 - April 2004
Davis Vision September 1998 - February 2001
Skills
Recruiting, Strategic Planning, Microsoft Excel, Management, Team Management, Business Development, Customer Service, Training, Mutual Funds, Alternative Investments, Equities, Wealth Management, Securities, Leadership, Hedge Funds, Fixed Income, Finance
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Financial Planning and Services
College for Financial Planning 2008 — 2011
Certification, CFP
University of Maryland College Park 1994 — 1998
Bachelor of Arts, Communications
City National Rochdale April 2004 - Present
Electronic Trading Group February 2001 - April 2004
Davis Vision September 1998 - February 2001
Skills
Recruiting, Strategic Planning, Microsoft Excel, Management, Team Management, Business Development, Customer Service, Training, Mutual Funds, Alternative Investments, Equities, Wealth Management, Securities, Leadership, Hedge Funds, Fixed Income, Finance
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Financial Planning and Services
College for Financial Planning 2008 — 2011
Certification, CFP
University of Maryland College Park 1994 — 1998
Bachelor of Arts, Communications
Joseph Bove, CFA's City National Rochdale Experience November 2012 - Present
Job Portfolio Management Associate at City National Rochdale
Industry Financial Services
Experience
City National Rochdale November 2012 - Present
JP Morgan Chase March 2011 - November 2012
Citigroup December 2009 - March 2011
Citigroup July 2009 - September 2009
Citigroup May 2008 - August 2008
Smith Barney June 2007 - August 2007
Education
James Madison University 2005 — 2009
Finance
James Madison University 2005 — 2009
BBA, Finance
City National Rochdale November 2012 - Present
JP Morgan Chase March 2011 - November 2012
Citigroup December 2009 - March 2011
Citigroup July 2009 - September 2009
Citigroup May 2008 - August 2008
Smith Barney June 2007 - August 2007
Education
James Madison University 2005 — 2009
Finance
James Madison University 2005 — 2009
BBA, Finance
anindya chatterjee's City National Rochdale Experience April 2011 - Present
Job Senior Portfolio Manager at City National Rochdale Investment Management
Industry Financial Services
Experience
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
Tres Heald's City National Rochdale Experience October 2013 - Present
Job Managing Director of Equity Strategy and Research
Industry Investment Management
Experience
City National Rochdale October 2013 - Present
City National Rochdale December 2012 - Present
City National Rochdale January 2007 - Present
City National Rochdale 2002 - Present
City National Rochdale June 2010 - February 2014
City National Asset Management June 2010 - November 2012
Banc of America Investments July 2000 - May 2002
Badgley, Phelps & Bell July 1996 - April 2000
Skills
Portfolio Management, Asset Management, Equities, Investments, Wealth Management, Asset Allocation, Financial Analysis, Industry Analysis, High Net Worth..., Wealth, Stocks, Research, Mutual Funds, Securities, Capital Markets, Equity Research, Alternative Investments, Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Financial Risk
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance, Portfolio Management
San Francisco State University, College of Business 1987 — 1989
B.S., Finance, Real Estate
City National Rochdale October 2013 - Present
City National Rochdale December 2012 - Present
City National Rochdale January 2007 - Present
City National Rochdale 2002 - Present
City National Rochdale June 2010 - February 2014
City National Asset Management June 2010 - November 2012
Banc of America Investments July 2000 - May 2002
Badgley, Phelps & Bell July 1996 - April 2000
Skills
Portfolio Management, Asset Management, Equities, Investments, Wealth Management, Asset Allocation, Financial Analysis, Industry Analysis, High Net Worth..., Wealth, Stocks, Research, Mutual Funds, Securities, Capital Markets, Equity Research, Alternative Investments, Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Financial Risk
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance, Portfolio Management
San Francisco State University, College of Business 1987 — 1989
B.S., Finance, Real Estate
David Krouth, CFA's City National Rochdale Experience June 2008 - Present
Job Senior Fixed Income Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale June 2008 - Present
City National Bank May 2003 - June 2008
Skills
Credit Analysis, Fixed Income, Asset Management, Credit, Banking, Due Diligence, Asset Managment, Alternative Investment..., Asset Allocation, Portfolio Management, Investments, Trading, Mutual Funds, Credit Risk, Risk Management, Capital Markets, High Yield, Bloomberg, Bonds, Wealth Management, Investment Advisory, Alternative Investments, Financial Analysis, Financial Markets, Investment Strategies, Series 7, Trade Finance, Finance, Financial Services, Wealth Management..., High Net Worth..., Investment Management, Series 66, Fixed Income Analysis, Bloomberg Terminal, Economics, ETFs, Trading Systems
Education
University of Idaho 1998 — 2002
B.S., Finance
City National Rochdale June 2008 - Present
City National Bank May 2003 - June 2008
Skills
Credit Analysis, Fixed Income, Asset Management, Credit, Banking, Due Diligence, Asset Managment, Alternative Investment..., Asset Allocation, Portfolio Management, Investments, Trading, Mutual Funds, Credit Risk, Risk Management, Capital Markets, High Yield, Bloomberg, Bonds, Wealth Management, Investment Advisory, Alternative Investments, Financial Analysis, Financial Markets, Investment Strategies, Series 7, Trade Finance, Finance, Financial Services, Wealth Management..., High Net Worth..., Investment Management, Series 66, Fixed Income Analysis, Bloomberg Terminal, Economics, ETFs, Trading Systems
Education
University of Idaho 1998 — 2002
B.S., Finance
Andrew Wachner's City National Rochdale Experience March 2013 - December 2014
Job Private Client Investment Analyst at City National Bank
Industry Internet
Experience
City National Bank December 2014 - Present
City National Rochdale March 2013 - December 2014
City National Bank March 2012 - March 2013
City National Bank October 2008 - March 2012
Skills
Bloomberg, Financial Analysis, Investments, Risk Management, Finance, Commercial Banking, Banking, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Financial Modeling, Asset Management, Loans, Wealth Management
Education
Humboldt State University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UCSB
City National Bank December 2014 - Present
City National Rochdale March 2013 - December 2014
City National Bank March 2012 - March 2013
City National Bank October 2008 - March 2012
Skills
Bloomberg, Financial Analysis, Investments, Risk Management, Finance, Commercial Banking, Banking, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Financial Modeling, Asset Management, Loans, Wealth Management
Education
Humboldt State University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UCSB
Ryan Tunnell, CFA's City National Rochdale Experience January 2015 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
Genworth Financial May 2013 - August 2013
Wood Creek Capital Management October 2012 - May 2013
US Bank August 2009 - July 2012
USC Marshall School of Business August 2008 - August 2009
The Walt Disney Company May 2008 - August 2008
ABC Studios July 2006 - May 2008
Skills
Investments, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Finance, Bloomberg, Microsoft Excel, PowerPoint, FactSet, SEI Trust 3000, Financial Modeling, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2005 — 2009
B.S., Business Administration, concentration in Finance
City National Rochdale January 2015 - Present
Genworth Financial May 2013 - August 2013
Wood Creek Capital Management October 2012 - May 2013
US Bank August 2009 - July 2012
USC Marshall School of Business August 2008 - August 2009
The Walt Disney Company May 2008 - August 2008
ABC Studios July 2006 - May 2008
Skills
Investments, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Finance, Bloomberg, Microsoft Excel, PowerPoint, FactSet, SEI Trust 3000, Financial Modeling, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2005 — 2009
B.S., Business Administration, concentration in Finance
Amit Chokshi, CFA's City National Rochdale Experience 2013 - Present
Job Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2013 - Present
Kinnaras Capital Management 2007 - 2012
Royal Bank of Scotland 2003 - 2007
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Fundamental Research, Investments, Asset Managment, Equities, Family Office, Hedge Funds, Valuation, Financial Modeling, Private Equity, Bloomberg, Mergers & Acquisitions, Leveraged Finance, Financial Statement..., Investment Banking, LBO, Alternative Investments, Securities, Research, Corporate Finance, Capital Markets, Special Situations..., High Yield Bonds, FactSet, Microsoft Excel, Value Investing, Special Situations, Event Driven, Shareholder Activism, PowerPoint, Finance, Financial Analysis, Equity Research, Analysis, Fixed Income, Financial Markets, Credit, Mutual Funds, Bonds, Due Diligence, Trading, Investment Management, Emerging Markets, Asset Allocation, Investment Strategies, Strategy, Asset Management, Microsoft Office
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
Bryant University 1995 — 1999
BS
City National Rochdale 2013 - Present
Kinnaras Capital Management 2007 - 2012
Royal Bank of Scotland 2003 - 2007
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Fundamental Research, Investments, Asset Managment, Equities, Family Office, Hedge Funds, Valuation, Financial Modeling, Private Equity, Bloomberg, Mergers & Acquisitions, Leveraged Finance, Financial Statement..., Investment Banking, LBO, Alternative Investments, Securities, Research, Corporate Finance, Capital Markets, Special Situations..., High Yield Bonds, FactSet, Microsoft Excel, Value Investing, Special Situations, Event Driven, Shareholder Activism, PowerPoint, Finance, Financial Analysis, Equity Research, Analysis, Fixed Income, Financial Markets, Credit, Mutual Funds, Bonds, Due Diligence, Trading, Investment Management, Emerging Markets, Asset Allocation, Investment Strategies, Strategy, Asset Management, Microsoft Office
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
Bryant University 1995 — 1999
BS
Al Shuhaiber's City National Rochdale Experience November 2014 - Present
Job Analyst at City National Rochdale
Industry Banking
Experience
City National Rochdale November 2014 - Present
Cambridge Associates July 2013 - 2014
Fisher Investments August 2012 - July 2013
The Undergradute Journal of Economics at UCSD January 2011 - August 2011
Skills
Private Equity, Market Research, Econometrics, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Stata
Education
University of California, San Diego 2010 — 2012
BA, Economics
City National Rochdale November 2014 - Present
Cambridge Associates July 2013 - 2014
Fisher Investments August 2012 - July 2013
The Undergradute Journal of Economics at UCSD January 2011 - August 2011
Skills
Private Equity, Market Research, Econometrics, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Stata
Education
University of California, San Diego 2010 — 2012
BA, Economics
Albert Ng, CFA's City National Rochdale Experience October 2014 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Capital Markets
Experience
City National Rochdale October 2014 - Present
Aurum Options Strategies, LLC April 2010 - October 2014
RTS Capital January 2006 - July 2009
Morgan Stanley July 2005 - December 2005
Deutsche Bank June 2004 - August 2004
Skills
Trading, Volatility Arbitrage, Market Making, Commodity Markets, Derivatives, Options, Portfolio Management, Precious Metals, Capital Markets, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
BS, Finance
City National Rochdale October 2014 - Present
Aurum Options Strategies, LLC April 2010 - October 2014
RTS Capital January 2006 - July 2009
Morgan Stanley July 2005 - December 2005
Deutsche Bank June 2004 - August 2004
Skills
Trading, Volatility Arbitrage, Market Making, Commodity Markets, Derivatives, Options, Portfolio Management, Precious Metals, Capital Markets, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
BS, Finance
Robert Meckstroth, CFA's City National Rochdale Experience May 2011 - Present
Job Associate Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale May 2011 - Present
Conifer Securities August 2008 - May 2011
Citigroup 2007 - 2008
DTCC November 2006 - May 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Bloomberg, Options Strategies, Equities, Asset Management, Fixed Income
Education
UC Berkeley Haas School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
University of Florida - Warrington College of Business Administration 2001 — 2005
BS/BA, Marketing, Economics
City National Rochdale May 2011 - Present
Conifer Securities August 2008 - May 2011
Citigroup 2007 - 2008
DTCC November 2006 - May 2007
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Bloomberg, Options Strategies, Equities, Asset Management, Fixed Income
Education
UC Berkeley Haas School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
University of Florida - Warrington College of Business Administration 2001 — 2005
BS/BA, Marketing, Economics
Joseph Herrmann, MBA's City National Rochdale Experience January 2015 - Present
Job Director, Client Services
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
US Trust October 2011 - May 2014
US Trust June 2009 - October 2011
Bank of America January 2008 - April 2009
Skills
Wealth Management, Financial Services, Banking, Relationship Management, Mutual Funds, Retail Banking, Leadership, Investments, Credit, Mortgage Lending, Asset Management, Series 63, Strategic Financial..., Risk Management, Retirement Planning, Private Banking, Investment Management, Wealth Management..., Process Improvement, Investment Strategies, Series 7, High Net Worth..., Financial Planning, Bloomberg, Retirement, Project Management, Hiring Practices, Coaching, Leadership Development, Performance Management, Strategic Hiring, Compensation Structures, Recruiting, Operations Management, Series 24
Education
Molloy College 2006 — 2008
Masters of Business Administration, Management
Molloy College
Bachelor's degree, Business Administration and Management, General
City National Rochdale January 2015 - Present
US Trust October 2011 - May 2014
US Trust June 2009 - October 2011
Bank of America January 2008 - April 2009
Skills
Wealth Management, Financial Services, Banking, Relationship Management, Mutual Funds, Retail Banking, Leadership, Investments, Credit, Mortgage Lending, Asset Management, Series 63, Strategic Financial..., Risk Management, Retirement Planning, Private Banking, Investment Management, Wealth Management..., Process Improvement, Investment Strategies, Series 7, High Net Worth..., Financial Planning, Bloomberg, Retirement, Project Management, Hiring Practices, Coaching, Leadership Development, Performance Management, Strategic Hiring, Compensation Structures, Recruiting, Operations Management, Series 24
Education
Molloy College 2006 — 2008
Masters of Business Administration, Management
Molloy College
Bachelor's degree, Business Administration and Management, General
Beth De Witt's City National Rochdale Experience April 2015 - Present
Job AVP, Relationship Advisor at City National Rochdale
Industry Banking
Experience
City National Rochdale April 2015 - Present
City National Rochdale October 2014 - April 2015
City National Rochdale August 2013 - October 2014
City National Bank June 2007 - July 2013
ABN AMRO Bank N.V. 2007 - 2007
Skills
Credit, Investments, Strategic Financial..., Private Banking, Portfolio Management, Wealth Management, Mutual Funds, Microsoft Office, Loans, Financial Analysis, Asset Management, Financial Services, Asset Allocation, Banking
Education
University of California, San Diego 2004 — 2006
Bachelors, Sociology
City National Rochdale April 2015 - Present
City National Rochdale October 2014 - April 2015
City National Rochdale August 2013 - October 2014
City National Bank June 2007 - July 2013
ABN AMRO Bank N.V. 2007 - 2007
Skills
Credit, Investments, Strategic Financial..., Private Banking, Portfolio Management, Wealth Management, Mutual Funds, Microsoft Office, Loans, Financial Analysis, Asset Management, Financial Services, Asset Allocation, Banking
Education
University of California, San Diego 2004 — 2006
Bachelors, Sociology
Patrick VIGNONE's City National Rochdale Experience 2007 - Present
Job Business Development at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2007 - Present
The Alex Paige Group December 1999 - February 2007
Chatham Search Group April 1995 - November 1999
Arthur Andersen & Co. 1979 - 1984
Skills
Asset Management, Investments, Mutual Funds, Financial Planning, Finance, Strategic Planning, Wealth Management, Portfolio Management, Management, Alternative Investments
Education
Rutgers University-New Brunswick 1974 — 1978
ba, Economics
Wayne Hills
City National Rochdale 2007 - Present
The Alex Paige Group December 1999 - February 2007
Chatham Search Group April 1995 - November 1999
Arthur Andersen & Co. 1979 - 1984
Skills
Asset Management, Investments, Mutual Funds, Financial Planning, Finance, Strategic Planning, Wealth Management, Portfolio Management, Management, Alternative Investments
Education
Rutgers University-New Brunswick 1974 — 1978
ba, Economics
Wayne Hills
Greg Kaplan, CFA's City National Rochdale Experience January 2015 - Present
Job Director of Fixed Income at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
City National Rochdale June 2010 - 2014
City National Bank 2004 - 2013
Robertson Stephens 2000 - 2002
Mentor Investment Group 1997 - 1999
NationsBank 1993 - 1997
Prudential Insurance 1989 - 1990
Skills
Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments, Credit Analysis, Banking, Private Banking, Wealth Management, Asset Management, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Finance
City National Rochdale January 2015 - Present
City National Rochdale June 2010 - 2014
City National Bank 2004 - 2013
Robertson Stephens 2000 - 2002
Mentor Investment Group 1997 - 1999
NationsBank 1993 - 1997
Prudential Insurance 1989 - 1990
Skills
Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments, Credit Analysis, Banking, Private Banking, Wealth Management, Asset Management, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Finance
Christopher Martin, CFA's City National Rochdale Experience March 2014 - Present
Job Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale March 2014 - Present
City National Bank November 2010 - February 2014
State Street July 2007 - October 2010
California State Automobile Association (AAA) March 2007 - July 2007
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, MarketAxess, Fixed Income Portfolio..., Money Market Funds, BondEdge, Tradeweb
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
City National Rochdale March 2014 - Present
City National Bank November 2010 - February 2014
State Street July 2007 - October 2010
California State Automobile Association (AAA) March 2007 - July 2007
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, MarketAxess, Fixed Income Portfolio..., Money Market Funds, BondEdge, Tradeweb
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
Zachary Freeman's City National Rochdale Experience June 2013 - August 2013
Job Treasury Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
City National Rochdale June 2013 - August 2013
Marketing Growth Strategies, LLC June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Market Research, E-commerce, Investments, Corporate Finance, Financial Analysis, Data Analysis, Entrepreneurship, Customer Service, Valuation, Financial Markets, Research
Education
Lehigh University - College of Business and Economics 2010 — 2015
Bachelor of Science (B.S.), Finance
Northern Valley Regional High School 2006 — 2010
Cantor Fitzgerald September 2015 - Present
City National Rochdale June 2013 - August 2013
Marketing Growth Strategies, LLC June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Market Research, E-commerce, Investments, Corporate Finance, Financial Analysis, Data Analysis, Entrepreneurship, Customer Service, Valuation, Financial Markets, Research
Education
Lehigh University - College of Business and Economics 2010 — 2015
Bachelor of Science (B.S.), Finance
Northern Valley Regional High School 2006 — 2010
Arthur Trestin's City National Rochdale Experience December 2013 - Present
Job Sales & Marketing Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
Terrence Loughran, CFA's City National Rochdale Experience October 2007 - Present
Job Director Senior Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale October 2007 - Present
Southwest Securities January 2006 - August 2007
Fidelity Investments May 1997 - December 2005
Merrill Lynch April 1993 - May 1997
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor's Degree, History
City National Rochdale October 2007 - Present
Southwest Securities January 2006 - August 2007
Fidelity Investments May 1997 - December 2005
Merrill Lynch April 1993 - May 1997
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor's Degree, History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY