Patty Glover
About Patty Glover
Patty Glover serves as the Vice President of Treasury Management Education and Training at City National Bank, where she has worked since 2021. With a background in wealth management and treasury management sales, she utilizes her expertise to develop training content and support colleagues in the Los Angeles Metropolitan Area.
Current Role at City National Bank
Patty Glover serves as Vice President and Certified Treasury Professional (CTP) in Treasury Management Education and Training at City National Bank. She has held this position since 2021, contributing to the Los Angeles Metropolitan Area. In her role, she utilizes her expertise to develop training materials and educational content for treasury management sales colleagues and other line of business staff.
Previous Experience at City National Bank
Prior to her current role, Patty Glover worked at City National Bank as a Treasury Management Sales Consultant, CTP, from 2019 to 2021 in the Greater Los Angeles Area. She also served as a Relationship Manager from 2018 to 2019 in Westlake Village, California. Her experience at City National Bank spans multiple roles, showcasing her growth and expertise in treasury management.
Background in Wealth Management
Patty Glover has a background in wealth management, having worked as a Wealth Management Advisor at both Salomon Smith Barney from 2005 to 2008 and Morgan Stanley from 2003 to 2005. Her experience in these roles provided her with a strong foundation in financial advisory services and client relationship management.
Education and Expertise
Patty Glover earned a Bachelor of Science degree in Finance from San Diego State University. She is recognized as a Subject Matter Expert (SME) in her field, utilizing her strong verbal and written communication skills to deliver effective training and instruction methodologies. Her educational background supports her role in developing learning content and conducting needs analysis for her audience.
Achievements and Recognition
Patty Glover has been recognized as a Sales Champion by City National Bank's partner, Mineral Tree, for her contributions to the joint API, Book2Bank. This recognition highlights her effectiveness in sales and her ability to drive successful outcomes in treasury management initiatives.