[Fredslist] Welcome Justin Wynne!

Kelly Welles kelly at wellesfinancialservices.com
Thu Jun 3 15:22:07 UTC 2021


Alan, Dan & Justin,
Great news about Justin and great bank! Gotham and City National go back to CNB's NYC inception,I had the pleasure of making that introduction some 15 + years ago.
Welcome Justin!
Kelly Welles, LUTCFCo-chair & GC, Gothsm NY Health& Longevity.2006 Gotham Networker of the Year

Kelly Welles, President          
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants 
Specializing in Insurance and Benefits
Cell   917-626-8590
www.linkedin.com/in/kelly-welles
________________________
WELLES FINANCIAL SERVICES

Business & Personal Financial Strategies


On Thursday, June 3, 2021, 10:18 AM, Kreit, Alan H. via Fredslist <fredslist at gothamnetworking.com> wrote:

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Gotham and the NYC Real Estate Group are thrilled to welcome Justin Wynne of City National Bank!
 
  
 
Justin Wynne is a Senior Relationship Manager with City National Bank’s Personal & Business Banking team. Based in
 
our New York Park Avenue branch, he builds and manages a portfolio of small businesses, professional services firms,
 
entrepreneurs, and high net worth individuals. Working closely with a team of experts, he delivers the bank’s full
 
range of tailored financial solutions, including business and personal deposit accounts, commercial and consumer
 
lending, treasury management, international banking solutions and wealth management. This client-driven team
 
approach delivers caring expertise and impactful advice to help his clients achieve their goals.
 
Justin has been in the financial services industry for over 14 years focused on doing the best for his clients. Prior to
 
joining City National he worked as a Branch Manager at TD Bank for over 7 years supporting small businesses,
 
commercial and high-net worth clientele. He earned a Bachelor of Science Degree in Business Administration from the
 
American University of Rome, Italy along with studies in international business at Shanghai University, China.
 
  
 
Please reach out to Justin and welcome him into the tribe!  His contact info is below.
 
  
 
  
 
Justin Wynne
Sr. Relationship Manager, VP
400 Park Avenue / New York, NY 10022

Office / (212) 277-0063
Mobile / (646) 470-5084
Fax / (917) 322-0630
Email /justin.wynne at cnb.com
NMLS ID #596768
 
  
 
  
 
| 
Alan Kreit
  |
| 
Wealth Management Lending Officer
NMLS ID  690784
 
2020 President’s Club
 
  
 


Bank of America
300 Broadhollow Road, Melville, NY 11747
T 631-860-6872  C 516-721-1911   F 866-753-2803
alan.kreit at bofa.com 
 
Visit my website
  |


Manage your home loan at:Home Loan Navigator
 
 
 
 
 
 
 
At Bank of America, we want you to be delighted and our goal is to keep you informed throughout your experience. If you have any questions, comments or concerns, please contact me or my manager, Philip Manfre. My manager can be reached at 631-547-7654  or philip.manfre at bofa.com.   Throughout the process you may receive survey invitations to provide feedback about your experience. Your feedback is extremely important to us and provides insight into how we can continue to strive to improve our clients’ experience.
 
  
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