Balan Venugopal
About Balan Venugopal
Balan Venugopal serves as the Trust Team Lead at City National Bank, a position he has held since 2018. He has extensive experience in trust management, having previously worked at Reliance Trust Company, Union Bank, Morgan Stanley, and Littman Krooks LLP.
Work at City National Bank
Balan Venugopal has served as the Trust Team Lead at City National Bank since 2018. In this role, he is responsible for overseeing trust operations and managing client relationships. His tenure at City National Bank spans six years, during which he has contributed to the bank's trust services and client satisfaction.
Previous Experience in Trust Management
Before joining City National Bank, Balan Venugopal worked at Reliance Trust Company, an FIS Company, as a Branch Manager from 2014 to 2018. His experience also includes a brief position as Vice President and Senior Trust Officer at Union Bank in 2014. Additionally, he spent a decade at Morgan Stanley as a Senior Trust Officer and Vice President from 2004 to 2014, where he developed expertise in trust management and client advisory services.
Education and Expertise
Balan Venugopal holds a Bachelor of Arts degree in History from Columbia University, where he studied from 1986 to 1990. He furthered his education at Fordham University School of Law, earning a Juris Doctor degree from 1990 to 1993. His academic background provides a solid foundation for his career in trust and estate management.
Legal Experience
Balan Venugopal has legal experience as a Senior Associate at Littman Krooks LLP from 1994 to 2000. This role contributed to his understanding of legal frameworks related to trusts and estates, enhancing his capabilities in trust management and client representation.