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Carlos Ibanez

Wealth Planning Analyst

Mr. Ibanez joined City National Rochdale in 2017. Based in Orlando, he provides support to the Senior Investment Consultants in the Florida region. In his role as a Business Development Specialist, Mr. Ibanez is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.

Mr. Ibanez has over 10 years of previous experience educating and marketing alternative investments to financial advisors with firms such as CNL Securities, Franklin Square Capital Partners, and Triloma. Mr. Ibanez is a Certified Private Wealth Advisor®and a Certified Exit Planning Advisor®. He earned his B.B.A. in Finance and E-Business Technology from Stetson University. Outside of work, Mr. Ibanez enjoys spending time on the golf course or the beach with his family.

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