Charles Adam
About Charles Adam
Charles Adam serves as the Vice President and Real Estate Banking Relationship Manager III at City National Bank, bringing extensive experience in banking and finance. His career includes roles at several banks, with a focus on real estate banking and strong skills in financial analysis and credit risk management.
Current Role at City National Bank
Charles Adam serves as Vice President, Real Estate Banking Relationship Manager III at City National Bank. He has held this position since 2023 and operates in Orange County, California. In this role, he is responsible for managing relationships within the real estate banking sector, leveraging his extensive experience in loan production and portfolio management.
Previous Experience at City National Bank
Prior to his current role, Charles Adam worked at City National Bank as Vice President, Real Estate Banking Relationship Manager II from 2021 to 2023. During this time, he developed strong relationships and contributed to the bank's real estate banking initiatives in Orange County, California.
Experience at Union Bank
Charles Adam has a significant history with Union Bank, where he held multiple positions. He worked as Vice President - Real Estate Industries Relationship Manager for four months in 2021. His tenure also included roles as Vice President, Sr. Portfolio Management Officer from 2016 to 2019, Vice President, Sr. Commercial Loan Officer from 2012 to 2016, and Vice President - Real Estate Portfolio Manager from 2019 to 2021. He also served as a Commercial Underwriter and Internal Asset Review Analyst during his time at the bank.
Education and Training
Charles Adam earned a Bachelor of Arts in Finance from California State University-San Bernardino, completing his studies from 2007 to 2010. He also completed the MUFG Union Bank Credit Training program, which is recognized for its rigorous curriculum in financial analysis and credit risk management.
Early Career at Wells Fargo and Arrowhead United Way
Charles Adam began his banking career at Wells Fargo Bank, where he worked as a Teller from 2008 to 2010. He also gained experience as a Financial Analyst Intern at Arrowhead United Way Worldwide for three months in 2010. These early roles contributed to his foundational skills in financial services.