Matthew Steiger, AI F®, Lutcf®
About Matthew Steiger, AI F®, Lutcf®
Matthew Steiger is a Vice President and Client Manager in Private Banking at City National Bank, where he has worked since 2019. With over thirty years of experience in the financial services industry, he has held various roles at notable firms and possesses strong interpersonal skills that foster client relationships.
Current Role at City National Bank
Matthew Steiger serves as Vice President and Client Manager in Private Banking at City National Bank. He has held this position since 2019 in Century City, CA. In this role, he focuses on building and maintaining relationships with clients, leveraging his extensive experience in the financial services industry to provide tailored banking solutions.
Previous Experience at City National Bank
Before his current role, Matthew Steiger worked at City National Bank as Assistant Vice President, Private Wealth Analyst from 2016 to 2019. He also served as Associate Director for Convergent Wealth Advisors from 2014 to 2016. His tenure at City National Bank has contributed to his understanding of private banking and wealth management.
Career Background in Financial Services
Matthew Steiger has over thirty years of experience in the financial services industry. His previous positions include Second Vice President at Northern Trust from 2010 to 2013, Assistant Portfolio Officer at BNY Mellon Wealth Management from 2007 to 2010, and Associate - Project Manager at Morgan Stanley from 1999 to 2002. He has also worked as Assistant Vice President - Branch Manager at Bank of America from 2002 to 2004.
Education and Professional Qualifications
Matthew Steiger earned a Bachelor of Science in International Business from the University of Bridgeport, where he studied from 1988 to 1991. He later obtained a Master of Business Administration (MBA) from the same institution, completing his studies in 2015. He holds Series 7, 63, and 65 licenses, which are essential for his role in private banking.
Skills and Expertise
Matthew Steiger possesses strong interpersonal skills, enabling him to develop and maintain relationships with clients and their advisors. He has extensive experience in managing personnel and is skilled in coaching and developing staff to enhance performance. His proven track record includes client retention and contributing to new business opportunities.