Kerry Finn
Senior Vice President ǀ Senior Trust and Family Office Advisor at City National Bank | Orange County, California, United States
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Senior Vice President ǀ Senior Trust and Family Office Advisor at City National Bank in April 2018 to Present
Regional Director at Halbert Hargrove in June 2015 to March 2018
Managing Director at Fiduciary Trust Company in May 2011 to May 2015
Principal at KM Finn & Associates in June 2010 to May 2011
Director of Wealth Planning at First Foundation Advisors in August 2008 to June 2010
Principal at KM Finn & Associates in June 2006 to August 2008
AVP Financial Planning & Relationship Management at U.S. Trust Company in December 2003 to June 2006
VP Sales and Marketing at Odyssey Advisors LLC in September 2000 to November 2002
Financial Officer, Personal Financial Planning at U.S. Trust Company in June 1998 to September 2000
Sales and Marketing Assistant at U.S. Trust Company in March 1996 to May 1998
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Presentation Skills
Analytical Skills
Client Relations
Client Services
Strategy
Interpersonal Skills
Retirement Planning
Business Development
Estate Planning
Wealth Management
Strategic Financial Planning
Investments
Investment Advisory
Asset Allocation
Wealth Management Services
Wealth
Portfolio Management
Retirement
Financial Advisory
High Net Worth Individuals
Financial Planners
Personal Finance
Trusts
Banking
Asset Managment
Fixed Income
Asset Management
Mergers & Acquisitions
Equities
Hedge Funds
Employee Benefits
Succession Planning
Management
Alternative Investments
Investment Management
Relationship Management
Finance
Financial Services
Financial Planning
Philanthropy
Mutual Funds
Financial Analysis
Investment Strategies
Financial Modeling
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Discover more about City National BankWhat is Kerry Finn email address?
Email Kerry Finn at [email protected]. This email is the most updated Kerry Finn email found in 2026.
How to contact Kerry Finn?
To contact Kerry Finn send an email to [email protected].
What company does Kerry Finn work for?
Kerry Finn works for City National Bank
What is Kerry Finn's role at City National Bank?
Kerry Finn is Senior Vice President ǀ Senior Trust and Family Office Advisor
What is Kerry Finn's Phone Number?
Kerry Finn's phone (213) ***-*692
What industry does Kerry Finn work in?
Kerry Finn works in the Leasing Real Estate industry.
Kerry Finn Email Addresses
Kerry Finn Phone Numbers
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