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David Reagan

Advisor

Role and Company

Senior Vice President, City National Bank (Retired)

Expertise

30 years experience in financial services

Location

Cardiff By The Sea, CA

About David

Private Banking Executive and financial adviser. Retired in 2014. Currently independent financial consulting. Experience in banking, investments, financial planning and management consulting. MBA degree; Certified Financial Planner; Veteran: US Army. Infantry Squad Leader - Vietnam service: 1968 - 1969.

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David's Recent Answers

3 years ago

How do I best leverage my military experience into an investment banking analyst role without having a financial background?

Hello Kevin and thank you for serving. Among the attributes employers like in veterans is their discipline, work ethic, integrity...

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6 years ago

Book recommendations

Some excellent suggestions above. I would add General (USAF Ret) Perry M. Smiths "Rules & Tools for Leaders". A modified civilian...

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8 years ago

Does a Masters degree have much weight in the hiring process?

Justin, The usefulness of a master’s degree, in my opinion, depends upon your post-military career goals. If you want...

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