Tom Dolby
About Tom Dolby
Tom Dolby is a Private Wealth Analyst at City National Bank in Los Angeles, California, where he has worked since 2019. He specializes in creating integrated financial solutions and identifying top-rated investment managers to align with client goals.
Work at City National Bank
Tom Dolby has served as a Private Wealth Analyst at City National Bank since 2019. His role is based in Los Angeles, California, where he has developed a reputation for creating seamless financial solutions tailored to meet the needs of clients. His work involves integrating various financial aspects to provide comprehensive wealth management services.
Education and Expertise
Tom Dolby holds a Master of Business Administration from San Francisco State University, where he studied Finance. He also earned a Bachelor of Science in Finance from Boston College. His educational background provides a strong foundation for his expertise in financial analysis and wealth management.
Background
Before joining City National Bank, Tom Dolby worked as an Investment Analyst at Merrill Lynch from 2016 to 2018 in New York, New York. During this time, he focused on identifying top-rated investment managers with diverse strategies to align with client goals. This experience contributed to his skill set in wealth management and investment analysis.
Achievements
In his current role, Tom Dolby specializes in integrating insurance strategies into comprehensive financial plans for clients. His approach emphasizes the importance of aligning financial solutions with client objectives, showcasing his commitment to delivering tailored wealth management services.