Stephanie Roumanis
About Stephanie Roumanis
Stephanie Roumanis serves as Vice President at City National Bank, where she specializes in providing exceptional client service to Ultra High Net Worth clients and small family offices. With over 15 years of experience in the financial services sector, she is recognized for her strong communication and negotiation skills.
Work at City National Bank
Stephanie Roumanis has been serving as Vice President at City National Bank since 2021. In this role, she focuses on delivering client service tailored to the needs of Ultra High Net Worth clients and small family offices. Her responsibilities include business development and fostering relationships within the financial services sector. Stephanie operates in a remote capacity, allowing her to connect with clients and colleagues across various locations.
Previous Experience at J.P. Morgan
Prior to her current position, Stephanie Roumanis worked at J.P. Morgan as Vice President in the JP Morgan Private Bank from 2016 to 2021. During her five-year tenure, she developed expertise in client service and financial solutions for high-net-worth individuals. This experience contributed to her skills in communication and negotiation, which are essential in her current role.
Education and Expertise
Stephanie Roumanis earned her Bachelor of Arts degree from Saint Lawrence University. Her educational background laid the foundation for her extensive career in the financial services industry. With over 15 years of experience, she has developed specialized skills in business development, origination, and recruiting, particularly in serving Ultra High Net Worth clients.
Professional Licensing and Credentials
Stephanie holds an active NMLS license, which signifies her professional qualifications in mortgage lending. This credential enhances her ability to provide comprehensive financial services to her clients, particularly in the areas of lending and investment strategies.
Client Service Recognition
Stephanie Roumanis is recognized for her exceptional client service in the financial sector. Her ability to communicate effectively and negotiate with diverse audiences has contributed to her success in building strong client relationships. This recognition reflects her commitment to meeting the unique needs of her clients.