San Diego, (November 16, 2018) – 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.
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.
(1)Exchange rate of 1 USD=¥113.6 (JPY) as of September 28, 2018