Rodolfo Pardo

Senior Vice President @City National Bank

Los Angeles, CA, US

The Senior Trust Officer will administer a complex book of estate and personal trust accounts, including, testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to drive business development and close new Trust business in prospecting activities, while ensuring proposed new relationships are within CNB\'s risk appetite and can be managed without issue.As a member of City National\'s Private Banking group, the STO will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.