Relationship Manager, Institutional Trust and Custody at Union Bank of California
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Union Bank of California since Mar 2011
Relationship Manager, Institutional Trust and Custody
Fidelity Investments Feb 2001 - Mar 2010
Director, Client Management
Charles Schwab & Co Jan 2001 - Jan 2006
Trading Liaison/Trading Operations
Wells Fargo Bank Jan 1997 - Jan 1999
Asset Services Liaison/Mutual Fund Operations
Premier Services Telephone Group Jan 1990 - Jan 1996
Team Leader/Wells Portfolio
Education:
St. Mary's College of California 1984 - 1988
BS, Business Administration
Union Bank Mar 1, 2011 - 2015
Senior Relationship Manager
Union Bank Mar 1, 2011 - 2015
Relationship Manager, Institutional Trust and Custody
Fidelity Investments Feb 2001 - Mar 2010
Director, Client Management
Charles Schwab Jan 2001 - Jan 2006
Trading Liaison and Trading Operations
Wells Fargo Jan 1997 - Jan 1999
Asset Services Liaison and Mutual Fund Operations
Education:
Saint Mary's College of California 1984 - 1988
Bachelors, Bachelor of Science, Business Administration, Business
Fairfield High School 1984
Kevin Bruni (1984-1988), Gail Willits (1970-1974), Adam Price (1992-1996), Diem Nguyen (1993-1999), Alicia Scott (2003-2005), Anthony Proznick (1983-1985)