David Ohanian
Regional Manager, Private Banking at City National Bank
- Role
- Regional Manager, Private Banking at City National Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About David Ohanian
I am currently a Managing Director and Regional Manager in The Private Bank at City National Bank. I manage a team of specialists that have developed and refined a process for a select group of relationships. We do it by creating and actually implementing objective and customized strategies to help our clients achieve their goals and dreams. The Private Bank is an exclusive part of City National Bank and dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams. I previously worked as a Regional Manager for Union Bank as well as Comerica Inc.’s San Diego Wealth & Institutional Management Division. Additionally, I also served as the Market President and Market Executive for Bank of America San Diego. Additionally, I was the Divisional Sales Executive for Southern California’s Premier Banking & Investments. I also served as the San Diego Market Director for Banc of America Investment Services, Inc. Endorsements and testimonials cannot be accepted. Please do not post any personal or private information as this is a public site. Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax, accounting and other advisers.
Experience
Regional Manager, Private Banking
Dec 2017 — Present · Los Angeles, CA, US
David Jay Ohanian is the Regional Manager for City National Bank’s Southern California Private Banking Division. In this role he serves to integrate and drive the consultative Wealth Management model to include Banking, Investment Management and Trust. David and his highly skilled Private Banking team, work with high-net-worth families, business owners, corporate executives, as well as professionals and their firms, challenging and solving for their unique goals and objectives. They are unparalleled in their ability to provide customized solutions and service around growing, protecting and transferring wealth, all of which is centered on lending, investment management and trust as well as complex wealth planning. Prior to joining City National Bank, he served as the Managing Director for Union Bank’ Private Bank in San Diego and Desert markets by driving innovative integration of comprehensive wealth strategies to affluent clients.Ohanian graduated Cum Laude from California State University Fresno, where he majored in Biology. His graduate studies include University of Pennsylvania, Wharton and National University MBA program.David is married to Kimberly, his wife of 26 years and has two children, Alysse, 17 and Aidan, 14.
Education
California State University-Fresno
Bachelors
1987 — 1991
Skills
- Portfolio Management
- Credit
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