City National Bank
Margarita Perez is an accomplished finance professional with extensive experience in compliance and governance within the wealth management sector. Since July 2017, Margarita has held multiple leadership roles at City National Bank, including Vice President Compliance and Governance Officer Senior and Vice President-Senior Compliance Specialist, where responsibilities encompass consulting on regulatory issues, conducting risk assessments, and leading complex audits. Margarita also serves as a FINRA Neutral Arbitrator, facilitating the resolution of securities-related disputes. Prior experience includes significant roles at Cetera Advisor Networks LLC, ING Advisors Network, Kayne Anderson Rudnick, Prudential Financial, and Morgan Stanley, showcasing a robust background in audit, compliance, and operational management. Margarita holds a Bachelor of Science degree in Business Administration from Fordham University.
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City National Bank
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With $50.3 billion in assets, City National Bank provides banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. In addition, the company and its investment affiliates manage or administer $67.5 billion in client investment assets.