Jeanie Garcia
Newport Beach 520 Newport Center Drive, Suite 700 Newport Beach, CA 92660
Phone number:
949-660-0080
Toll-free:
888-773-8099
Fax number:
949-720-0042
Jeanie Garcia
Senior Associate
Jeanie Garcia is a senior client service associate in CIBC Private Wealth’s Newport Beach office. In this role, she works closely with relationship managers to provide comprehensive client service and administration of accounts for high-net-worth individuals, families and foundations. She has over 15 years of experience in the financial services industry.
Prior to joining the firm, Jeanie was a client liaison/trust assistant at First American Trust. She also spent several years in the mortgage services industry as a loan processor, underwriter and supervisor.
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