LAS VEGAS, NV
– City National Bank today announced that Marc Goldstein, vice president and personal trust
officer in Nevada, recently completed the Cannon Trust School with top honors and earned the prestigious Certified Trust and Financial Advisor (CTFA) designation from American Bankers Association’s Institute of Certified Bankers. Goldstein joins an elite group of trust officers at City National and throughout the banking industry who have earned this industry designation.
Goldstein began attending the Cannon Trust School and pursuing his CTFA designation in 2008. He joined City National in 2006 and transferred to Nevada in 2008 to head up the bank’s personal trust, investment management
and custody business
. Goldstein is located at the bank’s Summerlin Regional Center in Las Vegas as 10801 W. Charleston Blvd.
“We are very excited for Marc and his recent accomplishments in furthering his professional credentials and affiliations,” said Larry Charlton, senior vice president and Nevada regional executive for City National. “With Marc joining the Nevada team a couple of years ago, we have become a bank of choice for personal trust business. Marc’s skill sets and expertise are definitely helping us grow City National’s trust business in Nevada.”
Prior to joining City National in 2006, Goldstein served as a relationship manager with Citigroup Private Bank in Los Angeles. His primary responsibilities were to develop and manage relationships on behalf of the Law Firm group. Goldstein began his private banking career with JP Morgan Private Bank in 1998 where he served in various roles both domestically and internationally.
“Furthering my professional development is essential to the personal trust business I handle for the bank,” said Goldstein. “Completing the Cannon Trust School with top honors, along with earning my CTFA designation, will help me provide our clients with the expertise and understanding they want and need to better plan for their financial future.”
Goldstein is a graduate of the Wharton Management Program and holds a Bachelor of Arts degree from California State University, San Bernardino. He currently holds his Series 7 and 63 Securities Licenses, as well as the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards Inc., and has completed a certificate in Personal Financial Planning from UCLA. He has also served as a member of the United States Air Force.
About City National
City National Bank is the wholly owned subsidiary of City National Corporation (NYSE: CYN). It is backed by $21.2 billion in total assets, and provides banking, investment and trust services through 80 offices, including 17 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada and New York City. The company and its investment affiliates manage or administer $54.6 billion in client investment assets, including more than $34 billion under direct management.
For more information about City National, visit the company’s Website at cnb.com