Matthew Steiger Email & Phone Number
Vice President, Private Banker, Private Banking @ City National Bank
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Matthew Steiger Location
- Los Angeles, CA, US
Matthew Steiger Work
- 2024 -now Vice President, Private Banker, Private Banking @
- 2019 -2024 Vice President, Client Manager, Private Banking @
- 2016 -2019 Assistant Vice President, Private Wealth Analyst, Private Banking @
- 2014 -2016 Associate Director, Convergent Wealth Advisors @
- 2010 -2013 Second Vice President @
- 2007 -2010 Assistant Portfolio Officer @
- 2004 -2007 Vice President - Branch Manager @ California National Bank
- 2002 -2004 Assistant Vice President - Branch Manager @
- 1999 -2002 Associate - Project Manager @
- 1999 -1999 North American Operations Manager, Valinoform @ Thomson Financial Securities Management
- 1997 -1999 Senior Client Services Representative, Valorinform @ Thomson Financial Securities Management
- 1996 -1997 International Product Specialist, Muller Data Corp @ Thomson Financial Securities Management
- 1995 -1996 Financial Analyst @ Nippon Life Insurance Asset Management Corp.
- 1994 -1995 Assistant Supervisor - Operations Group @ Nippon Life Insurance Asset Management Corp.
- 1993 -1994 Account Administrator - Operations Group @ Nippon Life Insurance Asset Management Corp.
Matthew Steiger Education
- University of Bridgeport
MBA (Management)
- University of Bridgeport
BS (International Business)
Matthew Steiger Skills
- Portfolio Management
- Investments
- Asset Allocation
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Wealth Management Services
- Investment Management
- Fixed Income
- Asset Management
- Securities
- Mutual Funds
- Banking
- Retirement Planning
- Investment Advisory
- Credit
- Private Banking
- Alternative Investments
- Equities
- Trust Services
- Charities
- Manage Client Relationships
- Asset Managment
- Hedge Funds
- Microsoft Excel
- VIP Services
- Microsoft Word
- PowerPoint
- Non-profit Board Development
- Board of Director experience
- Donor Management
- Donor Recognition
- Donor Development
- Donor Solicitation
- Donor Engagement
- Non-profit Volunteer
- Volunteer Recruiting
- Lines Of Credit
- Mortgage Lending
- Mortgage Banking
- Residential Mortgages
- Private Equity
- Private Placements
- Wealth Accumulation
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Intergenerational Wealth Transfer
- Budgets
- Budget Setting
- Series 65
Matthew Steiger Summary
- Matthew Steiger, based in Los Angeles, CA, US, is currently a Vice President, Private Banker, Private Banking at City National Bank. Matthew Steiger brings experience from previous roles at City National Bank and Northern Trust. Matthew Steiger holds a MBA in Management @ University of Bridgeport. With a robust skill set that includes Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management and more. Matthew Steiger has 2 emails and 4 mobile phone numbers on RocketReach.
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