Amanda Gottfried
About Amanda Gottfried
Amanda Gottfried serves as the Vice President and Private Banking Client Manager at City National Bank, where she has worked since 2015. With over two decades of experience in the banking industry, she specializes in wealth management strategies for high net worth clients.
Current Role at City National Bank
Amanda Gottfried serves as Vice President, Private Banking Client Manager at City National Bank. She has held this position since 2015, accumulating nine years of experience in managing private banking clients. In her role, she specializes in delivering customized wealth management strategies, which include estate planning and investment management. Her extensive background in banking enables her to effectively address the needs of high net worth clients.
Previous Experience in Banking
Amanda Gottfried has over two decades of experience in the banking industry, focusing on high net worth clients. Prior to her current role, she worked at several financial institutions. She was a Vice President and Private Banker at Comerica Bank from 2014 to 2015 and held the same title at Wells Fargo from 2010 to 2012. Additionally, she served as a Portfolio Risk Manager and Bridge Lending Manager at Velocity Mortgage Capital from 2013 to 2014.
Education and Expertise
Amanda Gottfried studied at California State University-Northridge, where she earned an MBA with a focus on Finance and Human Resources from 2006 to 2008. She also obtained a Bachelor of Science degree in Management and Strategic Planning from the same institution, completing her studies from 1997 to 2002. Her educational background supports her strong aptitude for strategic planning and complex credit structuring.
Professional Skills and Specializations
Amanda Gottfried specializes in delivering customized wealth management strategies tailored to the needs of her clients. Her expertise includes estate planning and investment management. She is recognized for her ability to collaborate effectively with partners and clients, showcasing her diplomatic skills and team-oriented approach. This skill set enhances her capability to manage relationships with high net worth individuals.
Career Progression
Amanda Gottfried's career in banking began at Unum, where she worked in long-term disability insurance from 2002 to 2003. She then transitioned to Business Partners, LLC as a Commercial Real Estate Originator from 2004 to 2005. Following this, she held various roles, including Private Banking Underwriter at Boston Private Financial Holdings and AVP, Credit Analyst at Wells Fargo. Her diverse experience has contributed to her comprehensive understanding of the banking sector.