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Tom Mcnair
SVP, Private Banking at City National Bank
Seasoned financial expert with 30+ years of experience in wealth management and retirement planning.
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Location
Irvine, California, United States, US
Skills
- Wealth Management
- Banking
- Investments
- 401k
- Financial Services
- Show all
Bio
Generated by
Topline AI
Tom Mcnair is a seasoned financial expert with 30+ years of experience in wealth management, banking, investments, and retirement planning. He has held senior leadership positions at City National Bank and OneAmerica, and has a strong background in portfolio management and relationship management.
With certifications from the Certified Retirement Plan Professional and Certified Retirement Services Professional, Tom has a deep understanding of the financial services industry and a proven track record of delivering results.
He is currently based in Irvine, California.
Credentials
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Certified Retirement Plan Professional™ (CRPP™)
Cannon Financial Institute -
Certified Retirement Services Professional (CRSP)
American Bankers Association
Experience
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City National Bank
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La Jolla, CA
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SVP, Private Banking
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2016 - Present
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La Jolla, CA
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OneAmerica
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San Diego, CA
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Managing Director & VP
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2014 - 2016
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San Diego, CA
OneAmerica acquired the Retirement Services divison of City National Bank
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City National Bank
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San Diego, CA
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SVP, Retirement Services
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1997 - 2014
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San Diego, CA
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Guardian Trust Company
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Los Angeles, CA
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SVP & CFO
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1990 - 1996
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Los Angeles, CA
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Education
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Indiana State University - Scott College of Business
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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