Edward Leo
About Edward Leo
Edward Leo is a Vice President at City National Bank, where he has worked since 2019. He has over a decade of experience in the financial services industry, having held various roles at companies such as Reliance Trust Company and Charles Schwab.
Work at City National Bank
Edward Leo has served as Vice President at City National Bank since 2019. His role involves overseeing various banking operations and managing client relationships. Based in Wilmington, Delaware, he has contributed to the bank's growth and client satisfaction during his tenure.
Previous Experience in Financial Services
Before joining City National Bank, Edward Leo held several positions in the financial services sector. He worked at Reliance Trust Company, an FIS Company, as Vice President and Section Manager from 2014 to 2019. Prior to that, he was a Relationship Manager and Trust Officer at Charles Schwab from 2012 to 2014. His career also includes a role as Trust Administrator and Senior Trust Officer at The Advisory Trust Company of Delaware from 2008 to 2012, and Wealth Advisory at Wilmington Trust from 1999 to 2008.
Education and Expertise
Edward Leo studied at Penn State University, where he earned a Bachelor's degree in Computer Science from 1992 to 1998. His educational background provides a strong foundation for his career in financial services, particularly in roles that require analytical and technical skills.
Background in Trust and Wealth Management
Edward Leo has extensive experience in trust and wealth management. His roles at various institutions have involved managing client relationships and overseeing trust operations. His expertise in this area has been developed through years of working in different capacities, including as a Trust Administrator and Wealth Advisory.