Ivan Chen O'neill

Ivan Chen O'neill

Private Banking/Wealth Management Risk Analyst @ City National Bank

About Ivan Chen O'neill

Ivan Chen O'Neill is a Private Banking and Wealth Management Risk Analyst at City National Bank, where he has worked since 2020. He has a diverse background in risk management, having held various auditing and analyst roles at organizations such as AIG, MUFG, and Lowry & Associates.

Work at City National Bank

Ivan Chen O'neill currently serves as a Private Banking/Wealth Management Risk Analyst at City National Bank, a position he has held since 2020. In this role, he oversees regulations and manages the Risk Control Self-Assessment (RCSA) processes. His responsibilities include conducting gap analysis and controls testing, which are essential for maintaining effective risk management practices. O'neill's expertise in credit risk, compliance risk, and operational risk contributes to the bank's commitment to high standards in wealth management.

Previous Experience in Risk Management

Before joining City National Bank, Ivan Chen O'neill accumulated extensive experience in risk management and auditing roles. He worked at MUFG as a Senior Credit Risk Auditor from 2016 to 2020, where he focused on credit risk assessments. His earlier role as an Associate in Audit Intelligence and Automation at MUFG from 2019 to 2020 further solidified his expertise in the field. O'neill also served as a Field Auditor Specialist at AIG from 2013 to 2016, contributing to his comprehensive understanding of risk management practices.

Education and Expertise

Ivan Chen O'neill has a strong educational background with multiple certifications and degrees. He studied at the University of California, Los Angeles, where he earned certificates in Finance, Investment Management, Data Science, and Accounting between 2013 and 2019. Additionally, he holds two Bachelor of Arts degrees from the University of California, Irvine, in Criminology and Political Science, achieved from 2003 to 2007. His diverse education supports his specialization in credit risk, compliance risk, and operational risk.

Career Background in Auditing

Ivan Chen O'neill has a solid foundation in auditing, having worked in various capacities prior to his current role. He was a Premium Auditor at Lowry & Associates from 2008 to 2012 and later served as a Senior Auditor at Overland Solutions, Inc. from 2012 to 2013. These positions allowed him to develop critical skills in auditing and compliance, which he later applied in his risk management roles at AIG and MUFG.

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