Jonathan Hill Cpwa®, Cepa
About Jonathan Hill Cpwa®, Cepa
Jonathan Hill is a Vice President at City National Bank, where he has worked since 2017. He holds a CPWA designation from Yale University and a CEPA designation from the Exit Planning Institute.
Work at City National Bank
Jonathan Hill has served as Vice President at City National Bank since 2017. His role is based at the bank's office located at 400 Park Ave, New York, NY. During his tenure, he has contributed to various financial services and client management initiatives, leveraging his extensive background in banking.
Education and Expertise
Jonathan Hill is currently studying at Yale University, where he is enhancing his knowledge in finance and wealth management. He achieved the Certified Private Wealth Advisor (CPWA) designation in 2021, which signifies his expertise in advising high-net-worth clients. Additionally, he earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in 2022, further solidifying his qualifications in financial advisory.
Background
Jonathan Hill completed his undergraduate studies at the University of Rhode Island from 1999 to 2003. He began his career in finance at HSBC, where he worked as a Sales Professional from 2003 to 2007 in the Greater Boston Area. He then transitioned to Deutsche Bank, serving as Vice President from 2007 to 2011, before joining City National Bank.
Previous Work Experience
Before his current position at City National Bank, Jonathan Hill held significant roles at Deutsche Bank and HSBC. At Deutsche Bank, he worked as Vice President for four years, focusing on client relations and financial services. His earlier experience at HSBC as a Sales Professional provided him with foundational skills in sales and customer engagement in the financial sector.