Citi Private Bank has announced that Paul Cooke, Jake Trousdale and Sara Doutt have joined the firm’s Dallas office.
Cooke has joined as director and ultra-high-net-worth private banker. Most recently, he was a vice president with J.P. Morgan Private Bank and served as a vice president at RBC Wealth Management prior to that.
Trousdale has also joined as director and ultra-high-net-worth private banker. With J.P. Morgan for the past 10 years, Trousdale most recently served as a vice president for the firms private bank.
Doutt has joined Citi as a vice president and associate. Doutt most recently worked as an analyst at J.P. Morgan Private Bank.
In San Francisco, William Epperson Giles and Steve Beverage have joined the firm as ultra-high-net-worth private bankers.
Giles joins Citi as a managing director. Previously, he worked at Abbot Downing for the past two decades, and most recently served as senior vice president, family wealth advisor and director.
Beverage joins Citi as a director. He previously served as a vice president at Abbot Downing and as an associate financial consultant at Wells Fargo Investments prior to that.
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