Carlos Beltran
About Carlos Beltran
Carlos Beltran is an Assistant Vice President Relationship Manager at City National Bank, with over 18 years of experience in relationship management across the East Coast and Nevada. He specializes in credit, wealth management, and treasury management services for both business and consumer clients.
Current Role at City National Bank
Carlos Beltran serves as the Assistant Vice President Relationship Manager at City National Bank, a position he has held since 2021. In this role, he focuses on relationship management, leveraging his extensive experience to cater to the financial needs of clients in the Las Vegas Metropolitan Area. His responsibilities include providing tailored credit, wealth management, and treasury management services to both business and consumer clients.
Previous Experience in Banking
Before joining City National Bank, Carlos Beltran worked at Wells Fargo as a Small Business Banker from 2019 to 2021. Prior to that, he was employed at Pacific Premier Bank as a Relationship Manager for one year in 2018-2019. His career began at JPMorgan Chase & Co., where he spent 15 years as a Private Client Banker from 2003 to 2018. This diverse experience has equipped him with a robust understanding of relationship management across various banking sectors.
Education and Expertise
Carlos Beltran studied at Pierce College in Woodland Hills, California, where he earned a degree in Business Administration and Management. His educational background complements his over 18 years of professional experience in relationship management, allowing him to effectively address the financial needs of clients across different regions, including the East Coast and Nevada.
Specialization in Financial Services
Carlos Beltran specializes in providing a range of financial services, including credit, wealth management, and treasury management. His expertise enables him to serve both business and consumer clients effectively. He is known for prioritizing client needs and ensuring that appropriate financial solutions are provided to help clients achieve their financial goals.