Joe F.
About Joe F.
Joe F. serves as the VP, Credit Officer, and Portfolio Manager in Middle Market Banking at City National Bank. He has a diverse background in accounting and banking, with experience at notable firms such as PwC and Wells Fargo, and is actively pursuing CPA eligibility.
Work at City National Bank
Currently, Joe F. serves as Vice President and Credit Officer at City National Bank, where he also manages a portfolio in Middle Market Banking. He has held this position since 2022, contributing to the bank's strategic initiatives in commercial banking. His role involves assessing credit risk and developing financial solutions tailored to middle-market clients in the Los Angeles area.
Education and Expertise
Joe F. studied at California State University, Long Beach, where he earned a Bachelor’s Degree in Accounting and Business/Management from 2014 to 2016. He previously obtained an Associate's Degree in the same fields from Glendale Community College between 2011 and 2013. He is actively pursuing CPA eligibility, indicating a commitment to furthering his expertise in accounting.
Background in Financial Services
Joe F. has extensive experience in the financial services sector. He worked at PwC as an Experienced Associate in Financial Services from 2016 to 2020 and held various positions at Wells Fargo, including AVP and Commercial Portfolio Manager. His background also includes internships at Caltech and SingerLewak LLP, where he gained foundational knowledge in accounting and forensic analysis.
Achievements in Commercial Banking
Throughout his career, Joe F. has demonstrated a strategic approach to business development in commercial banking. His roles have involved innovative thinking and effective portfolio management, which have contributed to the financial success of the institutions he has worked for. His experience spans various aspects of banking, including credit assessment and risk management.
Community Involvement and Leadership
Joe F. has expressed a strong interest in serving on a non-profit board, reflecting his dedication to community involvement and leadership beyond his corporate responsibilities. This interest highlights his commitment to contributing positively to society and leveraging his professional skills for community benefit.