Vice President, ERISA Compliance Manager
City National Bank
San Diego, CA, USA
Field: Retirement Planning
“To be successful, you have to be a good listener,” says Sharon A. Burt, vice president and ERISA compliance manager for City National Bank. Starting her career in the insurance field, where she handled retirement plans, Ms. Burt was given the opportunity to transfer over to the financial and banking industry. She joined City National Bank in October 1996 and has become an integral part of its success. Her dedication and passion for her position have enabled her to excel and successfully assist her clients in securing their financial futures.
Ms. Burt graduated from the University of California, Los Angeles with a Bachelor of Arts in Mathematics. In her current role, she uses her previous experience and skills in retirement planning and compliance to oversee the ERISA compliance unit, handle the legal plan documents for retirement plans, consult on retirement plans, and report finances to governments on the retirement plans. Ms. Burt remains updated in her field through her affiliations with The Western Pension & Benefits Council, the Association of Specialized and Professional Accreditors, and the National Institute of Pension Administrators.
In 2011, to recognize her dedication to her employer, Ms. Burt was given the Highest Achievement Award from City National Bank. As the years progress, she looks to continue drawing on her experience, strong skill set and diverse knowledge of finance to work with clients around the world. Continue reading