Andrew Wachner, MBA, Cfp®
About Andrew Wachner, MBA, Cfp®
Andrew Wachner, MBA, CFP®, serves as the Vice President of Client Advisory & Services Associate at City National Bank, where he has worked since 2014. He specializes in providing analysis and insights that enhance decision-making processes within the Private Bank.
Work at City National Bank
Andrew Wachner currently holds the position of Vice President, Client Advisory & Services Associate at City National Bank, a role he has occupied since 2022. Prior to this, he served as an Assistant Vice President, Private Client Wealth Analyst for ten years, starting in 2014. His work involves providing analysis and insights on various datasets within the Private Bank, which enhances decision-making processes. He also manages segment-based projects for the Client Advisory and Services team, contributing to the development of tailored financial solutions. His experience at City National Bank spans multiple roles, demonstrating his growth and expertise in the financial services sector.
Education and Expertise
Andrew Wachner has a solid educational background in finance and business administration. He studied Finance at Cal Poly Humboldt, where he earned a Bachelor of Business Administration (B.B.A.) from 2007 to 2008. He furthered his education by obtaining a Professional MBA from Saint Mary's College of California between 2020 and 2022. Additionally, he completed a Certificate in Personal Financial Planning at UCLA Extension from 2015 to 2017. This combination of degrees and certifications equips him with the necessary skills and knowledge to excel in his roles within the financial industry.
Previous Positions and Experience
Before his current roles at City National Bank, Andrew Wachner gained valuable experience in various positions. He worked as an Administrative Specialist at City National Bank from 2008 to 2012, where he developed foundational skills in banking operations. He then transitioned to City National Rochdale, serving as an Assistant Vice President and Associate Portfolio Manager from 2012 to 2014. These roles provided him with insights into portfolio management and client services, further enhancing his expertise in the financial sector.
Project Management and Coordination
In his current role, Andrew Wachner manages segment-based projects for the Client Advisory and Services team. He coordinates with multiple departments, including Marketing, Legal, and Compliance, to develop content for the Private Bank. This collaborative approach ensures that the financial solutions offered are comprehensive and meet regulatory standards. His ability to work across departments highlights his organizational skills and commitment to delivering effective client advisory services.