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Special Report Profile – David Reagan

David Reagan is a senior vice president with City National Bank and financial adviser to business owners, high-net-worth individuals and nonprofit organizations.

He maintains offices in the bank’s Irvine and La Jolla regional centers where he provides wealth management, financial planning and private banking services customized to meet client goals and objectives.

Beverly Hills-based City National is the largest independent private and business bank in the state with assets of $16.3 billion. The bank and its affiliates manage or administer nearly $50 billion of client assets.

Reagan is a California native who has been in the personal financial services industry since 1985. He is also a volunteer financial management lecturer for the Marine Corps Community Services program at Camp Pendleton.

RESUM & #201;

Name: David L. Reagan.

Company: City National Bank.

Titles: Senior vice president, senior client adviser.

Education: M.B.A., San Diego State University; The Wharton School Executive Education program.

Birthplace: San Luis Obispo.

Current residence: Cardiff-by-the-Sea.

Family: Married with four children.

BUSINESS PHILOSOPHY

Essential business philosophy: Deliver value through customized financial solutions; stay focused on the client’s critical few priorities; build long-term relationships.

Best way to keep a competitive edge: Continuous learning , be a perpetual student.

Guiding principles: Integrity, objectivity, do good work.

Yardsticks of success: Satisfaction from helping clients attain their financial goals and growing a successful professional advisory business.

JUDGMENT CALLS

Best business decision: Hiring talented and motivated people.

Worst business decision: Filling a position too quickly.

Toughest business decision: Downsizing during reorganization.

Word that describes you: Strategic.

TRUE CONFESSIONS

What you like best about your job: Intellectual challenge and autonomy.

What you like least about your job: When markets turn bearish.

Pet peeve: Long staff meetings.

Most important lesson learned: Focus on the critical few opportunities rather than problems.

Person most interested in meeting: David McCullough, an author and historian.

Three greatest passions: Family, hiking, American history.

First choice for a new career: History teacher.

PREDILECTIONS

Favorite quote: “It’s not forecasting the rain, it’s building the Ark that counts.”

Most influential book: “The Autobiography of Benjamin Franklin.”

Favorite status symbol: Travel.

Favorite restaurant: Trattoria Positano, Cardiff-by-the-Sea.

Favorite place for business meetings: La Valencia Hotel in La Jolla.

Favorite vacation spot: Ireland.

Favorite way to spend time: Outdoors, either hiking or at the beach; reading history or historical fiction.

What do you drive: Mercedes E350.

Do you use a GPS: Yes.

Do you use a PDA: Yes, a BlackBerry.

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