Joseph Byun
About Joseph Byun
Joseph Byun serves as an Assistant Investment Officer at City National Bank, where he has worked since 2019. He has a background in finance, having held various roles in investment operations and financial advising at companies such as Northwestern Mutual and Morgan Stanley Smith Barney.
Work at City National Bank
Joseph Byun has served as an Assistant Investment Officer at City National Bank since 2019. In this role, he is responsible for ensuring compliance with rules and regulations during the creation and submission of new investment accounts. His position involves coordinating with various stakeholders to facilitate investment solutions that align with client objectives.
Previous Experience in Investment Operations
Before joining City National Bank, Joseph Byun worked at Northwestern Mutual as an Investment Operations Associate from 2014 to 2017. In this capacity, he gained experience in managing investment operations and supporting financial advisors. He also held the position of Financial Planning Analyst at Northwestern Mutual for one year, where he contributed to financial planning processes.
Background in Financial Advisory
Joseph Byun began his career at RNC Genter Capital Management as a Financial Advisor Associate in the Private Client Group from 2012 to 2014. His role involved working closely with clients to develop tailored investment strategies. Additionally, he completed an internship at Morgan Stanley Smith Barney in 2012, where he focused on reporting and research.
Education and Expertise
Joseph Byun earned a Bachelor of Business Administration (BBA) in Finance and Financial Management Services from California State University-Long Beach, completing his studies from 2006 to 2011. His educational background provides a solid foundation for his work in investment management and financial operations.
Financial Transaction Facilitation
In his current role and previous positions, Joseph Byun has facilitated a variety of financial transactions for clients, including ACH, wires, and ACAT/DTC transactions. His expertise in these areas supports the efficient management of client investments and enhances client service.