Kenneth Yang

Experience

• 

  Kelton

  Dec 2007 - Aug 2008

  Qualitative/Quantitative Marketing Analyst

  Creating pitch decks, client deliverables, questionnaires, conduct background research, and traveling to facilitate various focus groups and research.

• 

  City National Bank

  Sept 2008 - Feb 2011

  Credit Analyst

  Spreading financial summaries for City National's Private Banking Group with industries in Real Estate, Non-Profit, Professional Services, and High Net Worth clients.

• 

  City National Bank

  Jun 2012 - Sept 2013

  Credit Analyst

  Spreading financial summaries for City National's Central Loan Center for industries in various fields.

• 

  California Republic Bank

  Sept 2013 - Oct 2015

  Credit Analyst

  Underwriting Multi-Family and Commercial Real estate property loans as well as Commercial & Industrial business loans.

• 

  First Republic Bank

  Oct 2015 - Jul 2023

  Developing long term banking relationships while building a team of finance professionals around my clients. Focused on business development and managing new Business Banking Clients, Mortgages, Real Estate property Lending for Investment, Multi-family, and Commercial properties. Other Bank specialties include Auto Loans, Student Loan Refinancing, Investment Management, Business Loans, Trust Company, Insurance and Estate Planning, and Financial Planning. Developing long term banking relationships while building a team of finance professionals around my clients. Focused on Mortgages, Real Estate property Lending for Investment, Multi-family, and Commercial properties. Other Bank specialties include Auto Loans, Student Loan Refinancing, Investment Management, Business Loans, Trust Company, Insurance and Estate Planning, and Financial Planning. Supporting both Deputy Regional Managing Directors, underwriting all Real Estate property loan requests, managing clients, and administering loan requests from inception to close.

  • Senior Relationship Manager

    Dec 2022 - Jul 2023

  • Relationship Manager

    Jan 2018 - Dec 2022

  • Client Relations Manager

    Oct 2015 - Dec 2017
• 

  JPMorgan Chase & Co.

  Jul 2023 - now

  Senior Relationship Manager

  Developing long term banking relationships while building a team of finance professionals around my clients. Focused on business development and managing new Personal & Business Banking Clients, Mortgages, Real Estate property Lending for Investment, Multi-family, and Commercial properties. Other Bank specialties include Investment Management, Business Loans, Trust Company, Insurance and Estate Planning, and Financial Planning.