Carlos Yepez is a Business Relationship Manager with PNC Bank who helps business owners to establish the right business banking relationship in order to facilitate money management and lending solutions. Carlos has over 19 years of banking experience working with both consumer and business owners alike. He understands the importance of cash flow and issues business owners face when dealing with money management and lending needs.

Carlos is also the current president of PNC Bank’s New Jersey Latino Employee Resource Group and sits on PNC Banks Diversity and Inclusion Council. He also chairs on PNC Bank’s Business Advisory Council as well as the Blue Ribbon Council which enable him to initiate positive changes in the business banking platform and services that PNC Bank provides as a whole. These roles have allowed Carlos to be involved in the communities PNC Bank serves to provide financial literacy programs, mentoring partnerships and volunteerism. Through PNC Banks EBRG initiatives he has contributed to the career growth and promotion opportunities of PNC Employees.

Carlos has a strong passion for helping and educating consumers and business owners, which is why he is successful in banking. Carlos started his career at Citibank in New York followed by North Fork Bank and JP Morgan Chase. Carlos has been with PNC Bank for over 8 years providing service to New Jersey residents and business owners. Carlos is heavily involved in networking initiatives which have allowed him to connect and network his internal clients allowing for collaboration and growth of his clients businesses.

Carlos is available for further discussions and an overview of your business. He may be reached at 212-920-4700 or Carlos.Yepez@pnc.com

Business advisory services for small businesses with annual revenues of $1M to $10M. Advisory services are targeted toward growth and profitability utilizing a wholistic approach for assisting owners in achieving their financial goals.

I am an experienced business owner with a demonstrated history of working in the accounting industry. Strong business development professional with a passion for serving my clients in the best possible way. 

My approach to financial planning starts with my clients. I take the time to understand you, your family, your goals and your needs, all so I can better connect you with the appropriate resources at the appropriate times. The result is a series of personalized, comprehensive recommendations that are tailored to you.

I joined PNC Investments in January 2005. I have over 16 years of experience in the financial services industry.

I earned a Bachelors Degree in Economics from Rutgers University, New Jersey.

I live in East Windsor, NJ with my wife, Priyanka and 4 year old son, Akshar.

Taking the time to plan carefully now can make all the difference down the road. Whatever it is you want to accomplish with your money, I'm here to help