• Fifteen years experience providing financial and wealth management advice and services, working extensively with both international and domestic high-net worth and ultra-high net worth individuals, families, and businesses.
• Experience in Commercial Banking services and products.
• As the primary Relationship Manager for my clients, I am in charge of building a team around the client’s needs and the continuous management of the relationship. Some of the offerings I can assist with in my role as the Private Banking Relationship Manager at Union Bank are:
o Customized Financial Planning
o Trust and Estate Services
o Custody Services
o Individual and Commercial Credit Facilities
o Jumbo Mortgages and Equity Lines
o Banking Services
o Treasury Management/Cash Management
o Brokerage Services
o Insurance Services
o Asset Management
o Solutions for Medical Professionals
o Solutions for foundations and non–profit organizations
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