Nicole T. Kisak, Cfp®, Cws®
About Nicole T. Kisak, Cfp®, Cws®
Nicole T. Kisak is a Private Client Manager at City National Bank, where she has worked since 2017. She has extensive experience in various roles at the bank and holds multiple degrees in English, Spanish, and History from Holy Names University, along with a Personal Financial Planning Certificate from UCLA Extension.
Work at City National Bank
Nicole T. Kisak has held multiple positions at City National Bank since 2007. She began her career as an Investment and Trust Associate, serving for four years in the San Francisco Bay Area. Following this role, she transitioned to Private Client Investment Analyst from 2011 to 2015, and then to Private Client Advisor for one year in 2015. Nicole continued her career trajectory as a Private Banker for six months in 2016. Since 2017, she has been serving as a Private Client Manager, where she coordinates a diverse client team that includes roles such as Private Banker, Portfolio Manager, and Trust Officer.
Education and Expertise
Nicole T. Kisak holds multiple Bachelor of Arts degrees from Holy Names University, having studied English Language and Literature, Spanish Language and Literature, and History, all from 2000 to 2007. She also pursued further education at UCLA Extension, where she earned a Personal Financial Planning Certificate from 2011 to 2014. In addition, she has been studying at the Commercial Credit Boot Camp at City National Bank since 2016, focusing on Commercial Loan Underwriting.
Community Involvement
Nicole actively markets the City National Bank brand through her involvement in community initiatives. She sponsors various community-based organizations, demonstrating a commitment to fostering relationships within the local community and enhancing the bank's presence in the San Francisco Bay Area.