SAN DIEGO, Nov. 16, 2018 /PRNewswire/ -- UnionBanc
Investment Services® today announced that Adejanira "AJ"
Bishop has joined its leadership
team as Managing Director, Regional Sales Manager, San Diego.
Bishop is responsible for hiring,
managing, and developing a team of licensed investment
professionals in the greater San
Diego area. Bishop
reports to Michael Mortensen, CEO of
UnionBanc Investment Services. UnionBanc Investment Services
is a FINRA/SEC-registered investment advisory firm and subsidiary
of MUFG Union Bank, N.A. It offers investment products,
including stocks, bonds, mutual funds, Unit Investment Trusts
(UITs), annuities, managed accounts, as well as insurance products
and retirement services to clients and institutional investors.
"The addition of a top financial professional such as AJ Bishop
represents our deep commitment to Women & Wealth, a key
component of our core strategy, which not only includes a strong
focus on serving women clients but also represents our efforts to
recruit a new generation of talented women to join our
organization," said Mortensen. "AJ's proven leadership skills,
recruiting capabilities, and depth of financial industry experience
will help us expand our team and our business in the important
San Diego market."
Bishop comes to UnionBanc
Investment Services with more than 12 years of experience leading
teams of licensed financial advisors in brokerage, insurance,
managed money and advanced markets products. Most recently, she
served as Senior Vice President, Regional Brokerage Manager at
Wells Fargo Advisors. Prior to that, she was Vice President, Market
Director, at JPMorgan Securities.
"UnionBanc Investment Services is building a valuable brand
based on the expertise of its advisors and their commitment to
providing quality advice and service to their clients," says
Bishop. "I'm excited to work with Mike and the outstanding
team in San Diego to help our
clients realize their financial goals, while growing our business
in the region."
Bishop is committed to giving
back to her community and often brings her passion for yoga to
community service projects. She volunteers her time with the
Wounded Warrior Project, Veterans Yoga Project and Africa Yoga
Project.
Bishop holds a bachelor's
degree in business and organizational communications from
Purdue University and a master's degree
in organizational systems with a concentration in leadership and
business administration from Seattle University. She holds
Series 4, 7, 9, 10, 24, 53, 63, and 66 licenses; and California
Life Insurance License.
About UnionBanc® Investment Services
Whether you are
new to investing or an experienced investor, UnionBanc Investment
Services can provide the expertise, investments, trading tools and
financial news and information to help you meet your specific needs
and goals. Our experienced Financial Advisors can work with
you to create a personal wealth plan and we're as close as the
Investment Center in your local Union Bank office.
Brokerage and investment advisory services available through
UnionBanc Investment Services LLC, an SEC-registered broker-dealer,
investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union
Bank, N.A.: • Are NOT deposits or other obligations of, or
guaranteed by, the Bank or any Bank affiliate • Are NOT insured by
the FDIC or by any other federal government agency • Are subject to
investment risks, including possible loss of the principal amount
invested.
About MUFG Union Bank, N.A.
As of September 30,
2018, MUFG Union Bank, N.A. operated 354 branches, consisting
primarily of retail banking branches in the West Coast states,
along with commercial branches in Texas, Illinois, New
York, and Georgia, as well
as 22 PurePoint ® Financial Centers. We provide a
wide spectrum of corporate, commercial, and retail banking and
wealth management solutions to meet the needs of customers.
We also offer an extensive portfolio of value-added solutions for
customers, including investment banking, personal and corporate
trust, global custody, transaction banking, capital markets, and
other services. With assets of $124.0
billion, as of September 30,
2018, MUFG Union Bank has strong capital reserves, credit
ratings and capital ratios relative to peer banks. MUFG Union
Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE:
MUFG), one of the world's largest financial organizations with
total assets of approximately ¥306.4 trillion (JPY) or $2.7 trillion (USD)¹, as of September 30, 2018. The corporate headquarters
(principal executive office) for MUFG Americas Holdings
Corporation, which is the financial holding company, and MUFG Union
Bank, is in New York City. The
main banking office of MUFG Union Bank is in San Francisco, California.
1 Exchange rate of 1
USD=¥113.6 (JPY) as of September 28,
2018
Wealth planning strategies have legal, tax, accounting and
other implications. Prior to implementing any wealth planning
strategy, clients should consult their legal, tax, accounting, and
other advisers.
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SOURCE MUFG Union Bank, N.A.