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Beverly Hills - Banking & Finance |
Specialties: Lending to high net worth individuals - Mortgage / Re |
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Lisa BakerVice President - Union Bank
Union Bank's Private Bank is an exclusive part of our organization. It is built around teams of wealth professionals, such as bankers, trust officers and investment advisors, who provide consultative relationships focused on enabling our clients to reach their unique goals and dreams. The outcome is a higher level of service and discreet experience second to none.
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(310)550-6451
(310)550-6417 Fax
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9460 Wilshire Blvd.
Beverly Hills, CA 90212-2732 -
MAP
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| Profession |
Banking & Finance |
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| Specialty |
Lending to high net worth individuals - Mortgage / Re |
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| Group |
SM2 |
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| Business Name |
Union Bank |
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| Title |
Vice President |
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| Address |
9460 Wilshire Blvd.
Suite 200
Beverly Hills, CA 90212-2732
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| Work Phone |
(310)550-6451 |
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| Fax |
(310)550-6417 |
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| Web Site |
unionbank.com |
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| Member Since |
11/2011
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Union Bank is a financial services company with roots dating back to 1864. As a subsidiary of one of the largest banks in the world, Bank of Tokyo-Mitsubishi UFJ, Union Bank has the breadth of capabilities expected from a global organization and offers personal relationships and services often associated with smaller companies.
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The Private Bank is an exclusive part of Union Bank. It is built around teams of professionals who provide consultative relationships to enable clients to reach their goals. Services include customized investment management, brokerage, lending, commercial real estate, trust services and wealth planning.
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We look for individuals and families with $1 million or more in investable assets, and professional service firms with $5 million to $50 million (law firms $5 - $100 mill.) in revenues.
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Information Not Available
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Private Bank offices: Beverly Hills, Los Angeles, Woodland Hills, Irvine, San Diego, Rancho Mirage, San Francisco, San Jose, Sacramento, Walnut Creek, Seattle, Portland
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| Graduate Degrees |
M. City Planning, Univ. of Penn
MBA, UCLA
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| College Degrees |
BA- Sociology, UC Berkeley
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