SVP, ORANGE COUNTY, U.S. BANK
WHY:Market leader for private wealth management at U.S. Bank. Worked up the ranks at Union Bank. Now works with high-net-worth clients to help them build, sustain and transfer their wealth.
IN THE NEWS:Union Bank acquired by U.S. Bank at end of 2022. Presenter at the Business Journal’s 2023 Family-Owned Business Awards and Women in Business Awards.
NOTABLE:Recipient of the Union Bank President’s Award in 2019, the highest honor in the company. On boards of Women’s Voices Now, Big Brother Big Sister.
