City National Opens Westlake Village Private Client Services Office
The new office is located at 3027 Townsgate Road in Westlake Park Place, just south of the Ventura (101) Freeway. The ground-floor offices comprise nearly 2,700 square feet.
“We’re very excited about opening this new office,” said Leo P. Hamill, senior vice president and regional manager. “The Conejo Valley is a growing area and home to a nationally recognized biotech industry. We’re pleased to be able to deliver valuable financial solutions to the region’s professional services firms, their business leaders and their families.”
Hamill will lead the Westlake Village private client team, which includes Senior Vice President Lorraine Crawford, Vice President Maksim (Max) Kolomeyer, Vice President Amanda D. Gottfried and Vice President Susan C. Rogers. Jolene Clark will provide administrative support to the team.
Crawford, a private client advisor, specializes in advising high-net-worth families and business owners on investment management and wealth planning. She has more than 27 years of experience in private client services.
With more than 13 years of professional experience, Kolomeyer will be charged with delivering comprehensive wealth management and banking solutions to high-net-worth families, nonprofits and professional firms.
Gottfried has more than 18 years of experience in the banking and financial services industry, specializing in customized credit solutions. She will serve clients in Westlake Village and the San Fernando Valley, providing comprehensive wealth management.
Rogers is a senior trust advisor with more than 30 years of experience in trusts and estates who will work with a team of experts to help deliver the bank’s full range of financial services to high-net-worth clients.
For an image of the team, please see: https://www.cnb.com/PublishingImages/WLV-PCS-Team.jpg
About City National
With $36.4 billion in assets, City National Bank provides banking, investment and trust services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. In addition, the company and its investment affiliates manage or administer $53.9 billion in client investment assets.
City National is a subsidiary of Royal Bank of Canada (RBC), one of North America’s leading diversified financial services companies. RBC serves more than 16 million personal, business, public sector and institutional clients through offices in Canada, the United States and 38 other countries.
For more information about City National, visit the company’s website at cnb.com.