Brett L.
About Brett L.
Brett L. serves as the Head of Institutional & Nonprofit Banking at City National Bank, bringing extensive experience from previous roles at HSBC, Deutsche Bank, and Commonfund. He specializes in tax-exempt lending, treasury management, and investment services, emphasizing mission-alignment with institutional investors.
Current Role at City National Bank
Brett L. serves as the Head of Institutional & Nonprofit Banking at City National Bank. He has held this position since 2021, operating from New York, New York. In this role, he focuses on aligning the bank's services with the missions of institutional investors and enhancing community investment initiatives. Brett leverages the resources of a global provider while maintaining a local bank feel, ensuring tailored solutions for clients.
Previous Experience at Deutsche Bank
Before joining City National Bank, Brett L. worked at Deutsche Bank as the Head of Institutional & Nonprofit Banking from 2017 to 2021. During his four years in this role, he was responsible for overseeing banking services tailored to institutional and nonprofit clients in New York, New York. His leadership contributed to the bank's strategic initiatives in this sector.
Career at Commonfund
Brett L. was the Head of Business Development at Commonfund from 2012 to 2017. In this position, he focused on developing business strategies and expanding the organization's reach within the institutional investment community. His tenure at Commonfund lasted five years, during which he was based in New York, New York.
Professional Background at HSBC
Brett L. previously held the position of Head of Americas Alternative Investments Sales & Marketing at HSBC from 2007 to 2012. Over five years in New York, New York, he managed sales and marketing strategies for alternative investments, contributing to the bank's growth in this competitive sector.
Educational Background
Brett L. studied at Randolph-Macon College, where he earned a Bachelor of Arts (B.A.) degree in English. This educational background has provided him with strong communication skills that are essential in his various roles within the banking and finance sectors.