William Lincoln
About William Lincoln
William Lincoln is a Credit Analyst at City National Bank, where he has worked since 2021. He has a strong background in economics and finance, supported by diverse experience in various roles within the banking and investment sectors.
Work at City National Bank
William Lincoln has been employed at City National Bank as a Credit Analyst since 2021. In this role, he utilizes his analytical skills to assess creditworthiness and manage financial risk. His tenure at the bank follows a previous internship in the Special Assets Department, where he gained foundational experience in credit analysis.
Education and Expertise
William Lincoln holds a Bachelor of Science degree in Finance, Real Estate, and Law from California State Polytechnic University-Pomona, which he completed in 2021. He has completed the Bloomberg Market Concepts (BMC) certification, enhancing his finance education. His academic background is complemented by a strong understanding of macro and microeconomics, financial modeling, and real estate market analysis.
Background in Financial Services
Before his current role, William Lincoln served as the Head of U.S. Economics & Portfolio Manager at the CPP Student Managed Investment Fund from 2019 to 2021. He also held various positions at California State Polytechnic University-Pomona, including Technology Support Specialist and Dean's Office Assistant, where he developed skills relevant to finance and investment.
Professional Experience in Diverse Roles
William Lincoln's work history includes a range of positions that have contributed to his expertise in finance. He worked as a Business Development Specialist and Electrical Engineer at the NASA CPP Business Startup Program in 2019. Additionally, he gained customer service experience as a Server at Legal Sea Foods from 2014 to 2015.
Skills in Financial Analysis
William Lincoln possesses skills in equities and ETF screening, which are essential for his role as a credit analyst. He has expertise in options, futures, and derivatives, as well as portfolio management and investments. His analytical capabilities are enhanced by his strong background in economics.