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- CFP®, CIMA®, CPWA®
- National Head of Sales and Business Development
- Senior Managing Director
Mr. Green joined City National Rochdale in 2012 and has over 30 years of experience in the financial services industry. He is responsible for heading the sales and business development strategy of the firm, and is a member of the Executive Management Team. He leads the Senior Investment Consultant team. Additionally, he is responsible for creating strategic partner relationships, as well as maintaining and fostering existing partner relationships.
In his previous experience, Mr. Green was with Prudential Financial, Inc. for over eight years. In his most recent position at Prudential, he was a Principal in the Real Estate Investment Group where he served as a Senior Marketing Executive focusing on new business and strategy development. In this role, Mr. Green worked with pension funds and financial intermediaries on both the public and private real estate markets. Prior to that position, Mr. Green was a Senior Vice President at Prudential Investments where he was in charge of business development. In this role, Mr. Green provided Bank Wealth Management and Trust departments with a flexible suite of solutions across all investment styles. Prior to joining Prudential, Mr. Green held senior level positions at State Street Global Advisors, Deutsche Bank, and HSBC.
Mr. Green received his Masters in Philosophy from The University of Cambridge, Emmanuel College, and his BS in Natural Sciences from the University of Liverpool, both in the United Kingdom. He is a CERTIFIED FINANCIAL PLANNERTM, a Certified Investment Management Analyst® and a Certified Private Wealth Advisor®. Mr. Green and his wife of 33 years live in New Jersey and enjoy spending time with their four children. He is an avid gardener as well as a keen golfer.
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