City National Bank
Felix Yu is an experienced finance professional with expertise in financial planning and analysis, corporate finance, and strategic consulting. Currently serving as an FP&A Manager at City National Bank since December 2016, Felix oversees financial management reporting for commercial banking segments, budget development, and business initiative projections. Previously, Felix held the position of Director of Financial Planning and Analysis at MUFG, managing financial reporting for an $80 million annual revenue subsidiary. Felix's consulting roles included positions at Robert Half and Parker + Lynch, focusing on business process evaluations and competitive analysis in the banking sector. With a background that includes significant leadership positions at Wells Fargo and JPMorgan Chase, Felix has established a strong record of optimizing financial processes and achieving operational efficiencies. Felix holds a BS in Physics from UCLA and an MBA in Finance and Operations from Carnegie Mellon University’s Tepper School of Business.
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City National Bank
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With $50.3 billion in assets, City National Bank provides banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. In addition, the company and its investment affiliates manage or administer $67.5 billion in client investment assets.