GLOZAL - A Social Real Estate Network

Tanya Kulberg
  • Female
  • San Francisco, CA
  • United States
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Tanya Kulberg's Friends

  • Tom McGowan
  • deepak solanki
  • lee sherman
  • Michael J. Zwirn
  • D. Somsingh
  • Galina Yusupov
  • William Perks
  • Sav Veer (Sukhvinder Thiara)
  • Nahiya Romano
  • Jana McCool
  • Jim Olenbush
  • George Alexander
  • David Potter
  • Jeff Battaglia   Nevada Realtor
  • Patricia Delinois
 

Tanya Kulberg's Page

Profile Information

Profession
Private Banker
Current Employer
Union Bank
Office Phone
415-446-1711
Languages
Russian, English
Service Area
San Francisco Bay Area
Specialties / Designations/Certifications
• 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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At 3:49pm on July 11, 2011, William Perks said…
HI Tanya,  I welcome the opportunity to meet a colleague of Galina's! Please let me know your dates and I look forward to meeting you :)

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