California Bank & Trust (CB&T) has announced the appointment of Amanda Bacon as Vice President, Private Banking Relationship Manager, serving clients throughout the Palm Desert area. With more than 20 years of experience in financial services, Bacon brings deep expertise in wealth management, client strategy, and personalized financial solutions to the CB&T Private Banking team.
Bacon began her career in the Pacific Northwest, where she held positions at both major banks and respected investment firms, including Charles Schwab and Sterling Investment Group. Her early career focused on financial consulting, investment planning, and relationship management for affluent clients. She has since built a strong reputation for delivering tailored financial guidance across banking and investment platforms.
In 2015, Bacon relocated to the Coachella Valley, where she continued in the banking industry, serving clients in financial planning and investing.
“Amanda’s banking experience, coupled with her deep connection to the desert community, makes her an invaluable asset to both our team and our clients,” said CB&T Senior Vice President and Regional Manager in Premier Wealth Management and Private Banking, Dennis Gilkerson. “Her thoughtful, relationship-first approach aligns with our values and commitment to empowering clients in the pursuit of their financial goals.”
In her new role, Bacon will focus on serving high-net-worth individuals and families in the Greater Palm Springs area, providing customized private banking services, financial planning, lending, and investment management services.
For more information about California Bank & Trust’s Private Banking services, visit www.calbanktrust.com. In addition, connect with CB&T on Facebook, X, Instagram and LinkedIn.
CB&T, a division of Zions Bancorporation, N.A. (NASDAQ: ZION), operates five branches in Greater Palm Springs at the following locations:
- 73000 Highway 111, Palm Desert
- 42035 Washington Street, Palm Desert
- 9580 Washington Street, Palm Desert
- 82900 Avenue 42, Suite C, Indio
- 80250 Highway 111, Suite 101C, Indio
