Wade Winter, Cfa
About Wade Winter, Cfa
Wade Winter is a Senior Vice President and Division Credit Manager for Specialty Banking at City National Bank, a position he has held since 2009. He has over 30 years of experience in the financial services industry, having previously worked at several notable firms including Jefferies Capital Management and Deutsche Bank.
Work at City National Bank
Wade Winter has been employed at City National Bank since 2009, serving as the Senior Vice President and Division Credit Manager for Specialty Banking. In this role, he oversees credit management and risk assessment for specialized banking services. His tenure at City National Bank spans 15 years, during which he has contributed to the bank's credit policies and strategies.
Previous Experience in Finance
Before joining City National Bank, Wade Winter held several key positions in the finance sector. He worked as Senior Vice President at Jefferies Capital Management from 2003 to 2007. Prior to that, he served as SVP-Portfolio Manager at Four Corners Capital Management from 2001 to 2003. His career also includes a role as Director at Deutsche Bank from 1997 to 2000 and Vice President at Heller Financial from 1989 to 1995.
Education and Expertise
Wade Winter holds the Chartered Financial Analyst (CFA) designation, indicating his expertise in investment management and financial analysis. The CFA credential is recognized globally and signifies a strong understanding of advanced investment analysis and portfolio management.
Career Timeline
Wade Winter's career in finance spans several decades, beginning in 1989. He worked at Heller Financial for six years before moving to Deutsche Bank as Director. After three years, he transitioned to Four Corners Capital Management as SVP-Portfolio Manager. He then spent four years at Jefferies Capital Management before joining City National Bank in 2009.