David Lee
About David Lee
David Lee serves as the Vice President and Senior Credit Officer in Private Banking at City National Bank, a position he has held since 2016. He previously worked at Union Bank for nine years and at Citi for one year, and he studied at the University of California, Irvine.
Work at City National Bank
David Lee serves as the Vice President and Senior Credit Officer in Private Banking at City National Bank. He has held this position since 2016, contributing to the bank's operations in the Greater Los Angeles Area. In this role, he is responsible for overseeing credit assessments and managing client relationships within the private banking sector.
Previous Experience at Union Bank
Prior to his current role, David Lee worked at Union Bank for nine years, from 2007 to 2016. He held the title of Vice President and Credit Executive in Commercial Credit Services while based in Irvine. His responsibilities included evaluating credit risks and developing strategies to enhance the bank's commercial lending portfolio.
Early Career at Citi
David Lee began his career in the financial sector at Citi, where he worked as an Account Executive from 2006 to 2007. This role provided him with foundational experience in client management and credit assessment, which he later applied in his subsequent positions.
Education and Expertise
David Lee studied at the University of California, Irvine. His educational background has equipped him with the necessary knowledge and skills to excel in the banking and finance industry, particularly in credit management and private banking.