Ms. Banaei has more than 14 years of experience in the wealth management space in the areas of banking, credit and custom lending; retirement and investment advisory solutions; and estate and wealth transition planning. In addition, Ms. Banaei has specialized in insurance, liquidity management and business succession planning.
Most recently Ms. Banaei served as a Senior Private Client Advisor, Vice President for Bank of the West Wealth Management where she was responsible for providing wealth management strategies for the bank’s high net worth clients in the San Diego market. She previously held the positions of Vice President and Premier Relationship Advisor with HSBC Securities as well as Private Banker for Wells Fargo.
Ms. Banaei attended the University of California Davis and received her Bachelor of Science from Golden Gate University.