Albert Aguilar
About Albert Aguilar
Albert Aguilar is a Sales Manager at City National Bank, where he has worked since 2021. He specializes in wealth management and client relationship building, focusing on strategies for retirement and wealth transfer.
Work at City National Bank
Albert Aguilar has been serving as a Sales Manager at City National Bank since 2021. His role involves fostering strong relationships with clients and ensuring their needs are met through proactive communication. Prior to this position, he worked as a Team Manager at the same bank from 2018 to 2021, where he focused on client engagement and wealth management strategies. Aguilar also held the position of Vice President, Senior Relationship Manager from 2015 to 2021, contributing to his extensive experience in the banking sector.
Education and Expertise
Albert Aguilar earned a Bachelor of Science degree in Corporate Finance from the University of Southern California - Marshall School of Business. His educational background provides a solid foundation for his expertise in wealth management, financial planning, and investment strategies. Aguilar's academic training supports his ability to deliver comprehensive financial analysis and advice to clients.
Background in Banking
Before joining City National Bank, Albert Aguilar worked at Union Bank as a Senior Relationship Banker and Senior Priority Relationship Manager from 2009 to 2015. This six-year tenure in Santa Monica, California, allowed him to develop skills in client relationship management and wealth protection strategies. His diverse experience in various roles within the banking industry has equipped him with a broad understanding of client needs and financial solutions.
Client Relationship Management
Albert Aguilar is recognized for his commitment to building strong client relationships. He emphasizes accessibility and proactive communication to ensure clients feel supported in their financial journeys. Aguilar engages clients in collaborative discussions to create tailored solutions that integrate key components of wealth management, including lending, investment management, financial planning, and estate planning.
Wealth Management Strategies
In his role, Albert Aguilar helps clients grow and protect their wealth as they prepare for retirement. He focuses on developing strategies for wealth transfer to family members or business partners. Aguilar employs a proven process that includes consistent follow-up on lending, investments, risk assessment, and addressing special needs, ensuring a comprehensive approach to wealth management.