J.P. Verzosa
About J.P. Verzosa
J.P. Verzosa serves as a Vice President and Relationship Manager at City National Bank, where he has worked since 2021. With extensive experience in the financial sector, he has held various managerial roles at institutions such as Bank of the West and Citibank NA, specializing in private client services and business development solutions.
Work at City National Bank
J.P. Verzosa serves as Vice President - Relationship Manager at City National Bank, a position he has held since 2021. He operates in the San Francisco Bay Area and is part of the Personal & Business Banking group. In this role, he focuses on providing tailored financial solutions to meet diverse client needs. He emphasizes deepening client relationships through effective cross-selling of products and services, leveraging his extensive experience in the banking sector.
Previous Experience at Bank of the West
Before joining City National Bank, J.P. Verzosa worked at Bank of the West for nine years, from 2012 to 2021. He held the position of Vice President - Area Manager / Branch Manager during his tenure. His responsibilities included overseeing branch operations and managing client relationships across the San Francisco Peninsula, contributing to the bank's growth and client satisfaction.
Career Background in Financial Services
J.P. Verzosa has a diverse background in financial services, having worked at various institutions. He was a Financial Center Manager at Citibank NA from 2002 to 2004 and served as a Financial Advisor at Morgan Stanley Dean Witter from 2000 to 2002. Additionally, he briefly worked as an Agent at New York Life Insurance Company in 2019-2020. This varied experience has equipped him with a broad skill set in private client services, financial planning, and B2B services.
Skills and Specializations
J.P. Verzosa is skilled in private client services, financial planning, and B2B services. He specializes in delivering effective business development solutions, particularly in investments and product promotions. His strong network with diverse professionals and industries in the Bay Area enhances his ability to provide tailored financial solutions and foster client relationships.