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Courtney Witz currently serves as a Wealth Management Consultant at Members Trust Company, starting in November 2023. Previously, Courtney held the position of Vice President at City National Bank from May 2021 to November 2023 and Vice President, West Coast Sales Director at Arden Trust Company from June 2019 to May 2021. Prior experience includes serving as West Coast Sales Director at UBS from May 2015 to October 2018, where responsibilities encompassed business development across multiple West Coast states. Courtney was also a Senior Associate at Wilshire Associates from March 2013 to May 2015, and held the role of Regional Vice President at Horizon Investments from December 2010 to June 2012. Earlier experience includes the position of Director of Marketing at PlanTools, LLC from December 2006 to February 2011. Courtney Witz graduated with a BA in Political Science and Government from Clemson University.