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Cpwa Matthew Guillory Cepa

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Cpwa Matthew Guillory Cepa

SVP, Private Banker and San Diego Team Leader | City National Bank

United States

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Cpwa Matthew Guillory Cepa

Summary

Matthew Guillory Cepa is a seasoned Sales Leadership professional with a robust background in financial planning and wealth management. With over a decade of experience in banking and investment finance, he has successfully led teams and developed strategic partnerships that drive revenue growth and enhance client satisfaction. His expertise spans account management, business development, and cross-functional team leadership, making him a versatile asset in the financial services sector. Matthew is also a recognized diversity leader, advocating for inclusivity in business practices. He has a strong track record of building long-term relationships with high-net-worth clients and businesses, focusing on tailored financial strategies. His academic credentials include an MBA in Strategic Leadership and specialized training in Wealth Management. Matthew's passion for community service is evident in his role as founder of a local Rotary Club, where he promotes ethical standards and goodwill. He is known for his analytical skills and innovative approach to problem-solving, which continues to yield exceptional results in his career.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Cpwa Matthew Guillory Cepa

Work Experience

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SVP, Private Banker and San Diego Team Leader at

City National Bank

February 2018 - Present

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Vice President, Private Banker & Team Leader – The Private Bank at

Union Bank

October 2014 - February 2018

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Vice President -Corporate Banking Group & Retail Leader at

California Bank & Trust

February 2013 - September 2014

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Vice President - Middle Market, Business Banking and Retail Banking Leader at

Comerica Incorporated

May 2008 - February 2013

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Founder & President at

Mission Valley Sunset Rotary Club

November 2009 - February 2013

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Board Member & Loan Committee Member at

CDC Small Business Finance

July 2009 - January 2013

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Bank Manager III at

Downey Savings And Loan

June 2003 - May 2008

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Cpwa Matthew Guillory Cepa

Education

Yale School of Management

January 2022 - January 2022

Pepperdine University, The George L. Graziadio School of Business and Management, Master Of Business Administration (M.B.A.)

January 2013 - January 2015

Comerica Bank Credit College

January 2012 - January 2012

San Diego State University, B.S.

January 2002 - January 2007

Frequently Asked Questions about Cpwa Matthew Guillory Cepa

What is Cpwa Matthew Guillory Cepa email address?

Cpwa Matthew Guillory Cepa's primary email address is *********@sdsu.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpwa Matthew Guillory Cepa work for?

Cpwa Matthew Guillory Cepa is a SVP, Private Banker and San Diego Team Leader at City National Bank, a company specializing in National commercial banks.

Where Cpwa Matthew Guillory Cepa graduated from?

Cpwa Matthew Guillory Cepa holds a degree in Wealth Management Theory & Practice from Yale School of Management.

How can I directly contact Cpwa Matthew Guillory Cepa?

To contact Cpwa Matthew Guillory Cepa directly, you can use the email address *********@sdsu.edu. Complete contact information is available upon registration with Muraena.

Who is Cpwa Matthew Guillory Cepa?

Matthew Guillory Cepa is a seasoned Sales Leadership professional with a robust background in financial planning and wealth management. With over a decade of experience in banking and investment finance, he has successfully led teams and developed strategic partnerships that drive revenue growth and enhance client satisfaction. His expertise spans account management, business development, and cross-functional team leadership, making him a versatile asset in the financial services sector. Matthew is also a recognized diversity leader, advocating for inclusivity in business practices. He has a strong track record of building long-term relationships with high-net-worth clients and businesses, focusing on tailored financial strategies. His academic credentials include an MBA in Strategic Leadership and specialized training in Wealth Management. Matthew's passion for community service is evident in his role as founder of a local Rotary Club, where he promotes ethical standards and goodwill. He is known for his analytical skills and innovative approach to problem-solving, which continues to yield exceptional results in his career.

Cpwa`s contact details

mail

*********@sdsu.edu

****************@cnb.com

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