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Kyeong Lee

Private Wealth Analyst at City National Bank

Based in Los Angeles, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Los Angeles

Industry

Banking

Company size

6.7K

Contact information

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Email

1 credit

k•••••••@cnb.com

Phone

5 credits

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Background

About Kyeong Lee

CSULB Finance Grad | Private Banking | Client-Focused Professional My name is Kyeong, and I am a recent graduate from CSULB with a degree in Finance. I started my professional journey at California Bank & Trust as an intern, which led to a 1-year development program where I rotated through different teams in Wealth Management and Credit. After successfully completing the program, I joined the Private Banking group, thriving with my Series 7, Series 66, and CA L&H insurance. My main duties involve supporting senior bankers with client meetings, administrative tasks, and understanding the credit piece of consumer lending. I am also tasked with supporting multiple branches, exposing myself to client interaction as I build my book of business. Excited to connect!

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