Jacqueline Lance, M.B.A.

Jacqueline Lance, M.B.A.

Senior Vice President, Client Insight Manager @ City National Bank

About Jacqueline Lance, M.B.A.

Jacqueline Lance, M.B.A., serves as the Senior Vice President and Client Insight Manager at City National Bank, where she has worked since 2019. With over a decade of experience in the financial services industry, she has held key positions at Capital One and Citigroup, focusing on client insights and business analytics.

Work at City National Bank

Jacqueline Lance serves as the Senior Vice President and Client Insight Manager at City National Bank. She has held this position since 2019, contributing to the bank's strategic initiatives in the Greater Los Angeles Area. In her role, she focuses on leveraging client insights to enhance business performance and drive growth.

Previous Experience at Capital One

Prior to her current role, Jacqueline Lance worked at Capital One in various capacities. She served as the Business Director and Head of Client Insight & Analysis from 2015 to 2017 in New York. Earlier, she was the Manager of Financial Analysis in Corporate Development from 2009 to 2011, also in McLean, Virginia. Additionally, she held the position of Senior Business Manager for Client & Employee Experience Analytics from 2013 to 2015 in New York.

Experience at Citigroup

Jacqueline Lance began her career at Citigroup, where she worked as an Investment Banking Analyst from 2007 to 2009 in New York. This role provided her with foundational experience in the financial services sector, contributing to her extensive background in client insights and analytics.

Education and Expertise

Jacqueline Lance holds a Master of Business Administration (MBA) from Columbia Business School, which she completed from 2011 to 2013. She also earned a Bachelor of Arts in Economics from Princeton University, studying there from 2003 to 2007. Her educational background supports her expertise in financial services, client insights, and business analytics.

Leadership and Team Development

Jacqueline Lance has a track record of developing high-performance teams throughout her career. She emphasizes leadership in her roles, balancing ideation with execution. Her ability to implement innovative solutions has been a significant aspect of her professional journey, particularly in the financial services industry.

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