Kyle Overman
About Kyle Overman
Kyle Overman is a Senior Credit Analyst at City National Bank, specializing in impact investing and ethical leadership. He holds an MBA in Sustainable Management and has a diverse background in program management, business development, and social venture advising.
Current Role at City National Bank
Kyle Overman serves as a Senior Credit Analyst at City National Bank, a position he has held since 2021. In this role, he focuses on assessing creditworthiness and managing risk for clients. His expertise in financial analysis contributes to the bank's decision-making processes regarding lending and investment strategies. Overman's experience in various financial sectors enhances his ability to evaluate complex financial situations and provide informed recommendations.
Education and Expertise
Kyle Overman holds a Bachelor of Arts in Global Health and Environmental Studies from the University of Michigan, where he studied from 2009 to 2013. He furthered his education by obtaining an MBA in Sustainable Management from Presidio Graduate School from 2015 to 2017. His academic background equips him with a strong foundation in both environmental and social governance, which informs his professional focus on impact investing and ethical leadership.
Professional Background
Overman's professional journey includes various roles in finance and program management. He began his career at ONE WORLD Training & Investments as a Program Manager in 2017. He then served as an Early Stage Social Venture Advisor at ICA Fund Good Jobs from 2017 to 2019. In 2019, he worked as an Investment Associate at Montcalm Capital before becoming a Portfolio Manager and Senior Analyst at Montcalm TCR from 2020 to 2021. He briefly worked in business development at ATMOS Financial in 2021 before joining City National Bank.
Achievements in Impact Investing
Kyle Overman has a track record of leveraging innovative financing mechanisms to support business and team growth. His work emphasizes increasing capital flow to marginalized and minority small and medium business owners. Overman's specialization in impact investing reflects his commitment to ethical leadership and responsible business operations, aligning financial success with social responsibility.
Personal Interests
In addition to his professional pursuits, Kyle Overman has a personal interest in learning to play the Ukulele. He enjoys exploring parks in the Bay Area and is an avid supporter of college basketball, particularly the University of Michigan. These interests reflect his engagement with the community and his commitment to personal development outside of his career.