Kelly D.
About Kelly D.
Kelly D. serves as Vice President and Credit Officer II at City National Bank, where he has worked since 2019. He has extensive experience in credit and portfolio management, having held various positions at multiple financial institutions over the past decade.
Work at City National Bank
Kelly D. currently serves as Vice President, Credit Officer II at City National Bank, a position held since 2019. In this role, Kelly is responsible for overseeing credit assessments and managing credit risk within the bank's portfolio. Prior to this, Kelly worked at City National Bank as a Commercial Underwriter, AVP, from 2009 to 2015, where responsibilities included evaluating commercial loan applications and underwriting decisions.
Previous Experience at Opus Bank
Kelly D. worked at Opus Bank in various capacities. From 2017 to 2018, Kelly held the position of Senior Portfolio Analyst, AVP, for 11 months, focusing on portfolio management. Following this role, Kelly served as Portfolio Manager, AVP, for 5 months in 2018. Both positions were based in Irvine, California, contributing to Kelly's expertise in credit analysis and portfolio management.
Education and Expertise
Kelly D. has a Bachelor of Commerce (B.Com.) degree in Finance from the University of Alberta. Additionally, Kelly completed the City National Bank Credit Boot Camp/Credit Training in 2011, which focused on commercial loan underwriting and bank credit training. Kelly is currently studying at the CFA Institute, working towards achieving Level I certification, which has been in progress since 2018.
Career at California First National Bancorp
Before joining Opus Bank, Kelly D. worked at California First National Bancorp as Portfolio Analyst, AVP, from 2015 to 2017. In this role, Kelly contributed to portfolio analysis and management, further developing skills in credit evaluation and financial analysis within the banking sector.