September 28, 2016 4:34 AM ET


Company Overview of MUFG Union Bank, N.A.

Company Overview

MUFG Union Bank, N.A. provides a range of corporate, commercial, and retail banking services, as well as wealth management solutions in the United States. Its deposit products include checking accounts, savings accounts, and debit cards, as well as overdraft and other services. The company’s loan products portfolio comprises home loans, home equity loans, personal lines of credit, credit cards, small business loans and lines of credit, diversity lending, and equipment leasing. It also offers investment, retirement, insurance, online and mobile banking, deposit and payment, merchant, international, and employee benefit services and solutions. In addition, the company offers treasury managemen...

400 California Street

San Francisco, CA 94104-1302

United States

Founded in 1996





Key Executives for MUFG Union Bank, N.A.

Chief Executive Officer, President and Director
Age: 60
Executive Chairman
Age: 60
Chief Financial Officer
Age: 51
Chief Information & Operations Officer and Policy Making Officer
Age: 58
Senior Vice President and Chief Executive Officer of UnionBanc Insurance Services Inc
Age: 56
Compensation as of Fiscal Year 2016.

MUFG Union Bank, N.A. Key Developments

MUFG Union Bank, N.A. Appoints Lisa Roberts as Managing Director and Head of Private Wealth Management for Northern California and Pacific Northwest

MUFG Union Bank, N.A. announced the appointment of Lisa Roberts as a Managing Director and Head of Private Wealth Management for Northern California and the Pacific Northwest. In this new role, Roberts will report to Michael Feldman, Head of Wealth Markets. She will be based in San Francisco. Roberts will be responsible for growing and managing a high-caliber team of Private Wealth Advisors serving high net worth clients in Northern California and the Pacific Northwest. Under her leadership, the Bank will further enhance the delivery of holistic planning solutions providing the bank’s full range of capabilities, including wealth planning, investment services, risk management, trust and estate services, banking and lending to meet the complex needs of clients. With 28 years of wealth management experience, Roberts has held roles at independent and large wealth management firms. She served as Regional Market Manager at Citi Private Bank for more than five years and led a team of bankers focused on serving the needs of Ultra High Net Worth clients in Northern California.

MUFG Union Bank, N.A. Announces Executive Changes

MUFG Union Bank, N.A. announced the appointment of Theodore Tulpan as managing director and team lead for the Financial Institutions Group, or FIG, within transaction banking. Tulpan is responsible for developing the bank's transaction banking business with financial institutions, including banks, broker-dealers, hedge funds, insurance and title companies, and financial exchanges. In addition, the company announced that Zafer Uysal joined the bank as vice president and sales officer for the Financial Institutions Group. Uysal is responsible for providing cash management solutions for a portfolio of FIG clients. He reports to Tulpan and is based in New York.

Union Bank Announces Executive Appointments

Union Bank announced that Simone Branigan, Ralph Dickman and Mary Murray have joined its Private Wealth Management team in California as Vice Presidents and Private Wealth Advisors. These individuals will work with a team of wealth management professionals across several disciplines to understand the challenges and opportunities facing high net worth clients in their respective regions. Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies. The addition of these three professionals is a key milestone in the Private Wealth Management team’s ongoing efforts to recruit top talent that not only has the necessary financial expertise to serve clients effectively, but who also share the bank’s values. Branigan is based in Beverly Hills, serving the Beverly Hills, Santa Monica, and Pacific Palisades markets. Dickman is based in San Jose, serving the San Jose and Palo Alto markets. Murray is based in Rancho Santa Fe, serving the Rancho Santa Fe and Northern San Diego markets. All three report to Joe Sweet, Managing Director and Head of Private Wealth Management. Branigan returns to Union Bank after serving as a private client advisor for City National Bank for the last several years. She brings more than 25 years of financial sector experience holding key positions in private banking, commercial real estate and commercial banking. Dickman brings to Union Bank more than 20 years in the financial services industry as a private banker, financial advisor, and commercial banker. Most recently, he served as a private client advisor at City National Bank. Murray brings more than 35 years of financial sector experience to her new position, specializing in relationship management of high and ultra-high net worth clients, and more than 20 years of management experience and business operations. She spent more than 30 years with Wells Fargo Private Bank in a variety of roles, most recently serving as a wealth management advisor.

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