Stephanie A.
About Stephanie A.
Stephanie A. serves as the Vice President of Finance & Strategy at City National Bank, bringing extensive experience in finance and strategic consulting. She has held various leadership roles across multiple organizations, including MetLife and KIPP SoCal Public Schools, and has a strong background in developing financial strategies and key performance indicators.
Current Role at City National Bank
Stephanie A. serves as Vice President of Finance & Strategy at City National Bank, a position she has held since 2021. In this role, she focuses on financial planning and strategic initiatives that support the bank's growth objectives. Her responsibilities include developing innovative technology integration solutions and creating go-to-market strategies for product launches.
Previous Experience in Finance and Strategy
Stephanie A. has a diverse background in finance and strategy, having held various positions across multiple organizations. She worked at KIPP SoCal Public Schools as Director of Finance for one year in 2012-2013. At MetLife, she served as Senior Strategy Consultant for one month in 2013, Vice President from 2013 to 2015, and Managing Director from 2014 to 2015. Additionally, she was Executive Vice President at Cubcoats for ten months in 2019-2020 and Vice President of Finance & Operations at Tuition.io from 2016 to 2017.
Education and Expertise
Stephanie A. holds a Bachelor's Degree in Finance from the University of Southern California and an MBA from UCLA Anderson School of Management. Her expertise includes developing key performance indicators (KPIs) for financial and operational success, as well as experience in mergers and acquisitions (M&A) with a focus on financial planning and analysis (FP&A).
Consulting and Advisory Roles
In addition to her current role at City National Bank, Stephanie A. has been involved with Veem Consulting as CFO and Business Consultant since 2018. In this capacity, she provides strategic financial advice and consulting services, leveraging her extensive experience in finance and strategy to assist businesses in achieving their goals.
Early Career at Morgan Stanley
Stephanie A. began her career at Morgan Stanley, where she worked as an Analyst from 2006 to 2009 and then as an Associate from 2009 to 2012. During her time at Morgan Stanley, she gained foundational experience in financial analysis and investment strategies, which has informed her subsequent roles in finance and strategy.