Balan Venugopal
Trust Team Lead @City National Bank
Irvine, CA, US
EMAILS
b••••••••@cnb.com
MOBILE NUMBERS
+13•••••••55
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WORK HISTORY
Jul 2018 — Present
Trust Team Lead @City National Bank
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Senior Vice President, City National Bank
EDUCATION
1986 — 1990
COLUMBIA UNIVERSITY
Bachelor of Art's Degree, History
1990 — 1993
Fordham University School of Law
Juris Doctor, Law
SKILLS
TrustsTrust ServicesEstate PlanningInvestmentsPortfolio ManagementWillsTaxWealth Management ServicesWealth ManagementSeries 7SecuritiesAsset AllocationAsset ManagementPowers of AttorneyInvestment ManagementCrmHigh Net Worth IndividualsRetirement PlanningEquitiesInvestment AdvisoryPrivate BankingMutual FundsWealthAlternative Investments
ABOUT BALAN VENUGOPAL
Senior Vice President, City National Bank
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