Next generation banker taking care of clients' wealth.ALL that time in her mother's office has paid off for Stasia Washington, recently appointed a vice president for wealth management at Union Bank of California Union Bank of California is one of the 30 largest commercial banks in the United States. It has 327 branches, the majority of which are in San Diego, Los Angeles and Orange Counties. . A second-generation banker, Washington recalled her visits to Security Pacific Bank as being instrumental in her decision to follow her mother's footsteps. Washington, who joined the Union Bank from Northern Trust, where she marketed its services to high net-worth clients, will try to extend her group's relationships with heads of private banks, estate attorneys and CPAs. "My work is defined by the client's need," she said. Wealth management, now being offered at many financial institutions, is an option provided with private banking and trust services to individual families and non-profit agencies with at least $1 million worth of investment assets. In her new role, Washington will act as a coordinator between the wealth management group, which handles client accounts, and the managing directors for trust, private banking and investment management units of the bank. Her charge is to develop a strategy to promote the services to help expand the client base. She also serves on the professional advisory board of the Motion Picture of Association of America Foundation and the board of visitors for the Claremont Graduate University Claremont Graduate University (formerly The Claremont Graduate School) was founded in 1925 in the city of Claremont, California. It is one of two graduate institutions in the prestigious Claremont Colleges consortium, the other being the Keck Graduate Institute. School of Religion. In 2003, she received the Los Angeles Los Angeles (lôs ăn`jələs, lŏs, ăn`jəlēz'), city (1990 pop. 3,485,398), seat of Los Angeles co., S Calif.; inc. 1850. Chapter of the NAACP's Outstanding Leadership Award. Earlier, the late Rep. Julian C. Dixon Julian Carey Dixon (August 8, 1934 – December 8, 2000) was a politician from the state of California. Dixon was born in Washington D.C. and he served in the United States Army from 1957 to 1960. Dixon graduated from California State University, Los Angeles. granted her a Certificate of Special Congressional Recognition in honor of her work in economic development. Before joining Northern Trust, she was community investment advisor Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and at the Federal Reserve Bank of San Francisco The Federal Reserve Bank of San Francisco is the federal bank for the twelfth district in the United States. The twelfth district is made up of nine western states—Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Utah, and Washington—plus American Samoa, and had worked at Sanwa Bank of California The Bank of California was founded in San Francisco, California on July 5, 1864 by William Chapman Ralston. It was the first commercial bank in the Western United States, the second-richest bank in the nation, and considered instrumental in developing the American Old West. and Security Pacific Bank. Washington, 43, was born in Dallas and raised in Carson. Married with three children, she now lives in Baldwin Vista and plays golf in her free time. |
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