City National Bank
Nicholas Barnett is a seasoned financial professional with extensive experience in wealth management and financial advising, currently serving as Vice President and Senior Financial Advisor at City National Bank since July 2016. Recognized for solid accomplishments in sales development, competitive research, and product analysis within the financial services industry, Nicholas holds multiple professional licenses including Series 6, 7, 63, 66, and Life & Health Insurance. With a strong ability to identify market trends and maintain high-quality financial practices, Nicholas excels in building productive relationships with clients and effectively solving problems in competitive environments. Previously, positions were held at TIAA, USAA, UnionBanc Investment Services, Smith Barney/Morgan Stanley, and World Savings/Wachovia/Wells Fargo. Nicholas holds a Bachelor of Business Administration from California Baptist University and an Associate's degree from Orange Coast College. Specialties include asset management, customer relations, marketing, and strong communication skills.
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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.