MUFG Union Bank, N.A. Corporate Social Responsibility

Staff and Leadership Team

The Corporate Social Responsibility of the Americas Team

Our Corporate Social Responsibility (CSR) division implements the guiding principles of the MUFG Union Bank, N.A. CSR program. As part of this program, we create partnerships with local communities, volunteers, and bank employees to help meet goals to stabilize or revitalize low- and moderate-income (LMI) communities, promote social equity, and support environmental concerns in the activities and enterprises we support.

Our program is based on the principle of sustainability. We work hard to:

  •    Foster economic, social, and environmental sustainability
  •    Promote financial prosperity, sociocultural equity, and diversity
  •    Conserve natural resources to preserve and improve the environment

As part of the MUFG Union Bank, N.A., Community Service Action Plan, CSR staff members are actively involved in helping to drive credit, capital, and services to LMI communities throughout the bank's marketplace. CSR also manages the bank's charitable contributions program, including grants made through the MUFG Union Bank Foundation, as well as donations and sponsorships made directly by the bank.

Please contact us at CSRGroup@unionbank.com if you have questions relating to the MUFG Union Bank, N.A., CSR program.

Julius Robinson

Julius Robinson

Community Reinvestment Act (CRA) Officer & Group Head, Corporate Social Responsibility Chairman for CEO of the MUFG Union Bank Foundation

Kathy Patoff

Kathy Patoff

Director, Philanthropy and Community Services Group
Chief Operating Officer, MUFG Union Bank Foundation

MUFG Union Bank is committed to propelling all our communities to a better financial future.  This commitment is in part realized through charitable  donations and bank employees who volunteer their time in service to communities. As Director of the Philanthropy and Community Group and Chief Operating Officer of the MUFG Union Bank Foundation, Kathy is charged with philanthropic strategy and implementation, systems transformation, collaborations leveraging the bank’s human capital, and measuring, monitoring and communicating results.

Richard Chacon

Richard Chacon

Director, Supplier Diversity and Community Development

Union Bank Supplier Diversity is committed to promoting economic vitality in the communities we serve by increasing the number of diverse business enterprises from which we buy products and services.  The Community Outreach team leverages our products, services and employee talent with the needs of small businesses and low- and moderate-income communities.

Bobby Salgado

Bobbie Salgado

Director, CRA Strategy & Operations

Dedicated to the strength of its communities, within the spirit and letter of the Community Reinvestment Act (CRA), MUFG Union Bank demonstrates its support to the needs of traditionally underserved markets including low- and moderate-income people, neighborhoods and small businesses, and community/economic development endeavors.   The financial well-being and sustainability of the bank’s communities are embedded at the core of our business because their success is our success.

Frank Robinson

Frank Robinson

Managing Director, Diverse Markets & Community-Based Programs Executive

The Diverse Markets Executive strategically advises the president of Union Bank and partners with Commercial, Business Banking, Small Business Administration, Affluent and High Net Worth lines of business to enable the most inclusive client engagement and diverse culture.  He is also responsible for the research and implementation of internal and external strategies, programs, and products to increase Brand and community equity, and market share in defined emerging markets.

Joseph Gutierrez

Joseph Gutierrez

Managing Director, Community Lending & Industry Relations

We strive to be a resource to the community by providing an array of Affordable Financing options and Down Payment assistance programs that provide a hand towards having a place to call home. We encourage economic stability and the opportunity to build generational wealth through homeownership by providing financial literacy, creating affordable financing options, and supporting educational events.

 

Tobi Petrocelli

Tobi Petrocelli

Director, Environmental Stewardship & Sustainability Management

We integrate management and business strategies using Environmental, Social, and Governance (ESG) factors while aligning our objectives with the Sustainable Development Goals (SDGs) to create a continuous and inclusive path to economic growth, prosperity, and well-being.

 

Picture of Brigitte Wilson

Brigitte Wilson

Director, CRA Loans & Investments

The mission of CSRA Investment & Lending is to support economic development through sustainable lending and investment practices that deliver double bottom-line benefit to the community and the bank. Our goal is to ensure a healthy and stable portfolio minimizing risk of capital and maximizing return on mission-driven investments.

 

Community Advisory Board

More than two decades ago, MUFG Union Bank established the nation’s first multi-year  Community Service Action Plan (CSAP), which included the establishment of our industry’s first Community Advisory Board (CAB). The CAB is diverse and composed of individuals with extensive expertise in regulatory issues, banking, small business lending, credit union, social venture capital, microfinance, nonprofits, affordable housing, and other areas of community and economic development. Their role is to help guide the bank through its current five-year Community Service Action Plan (CSAP) commitment, and to connect us with their network of industry experts so that we can address the financial service needs of our community.

2020 Members

Thomas P. FitzGibbon, Jr.

  • Board Director, Neighborhood Housing Services of Chicago
  • Board Director, Chicago Community Loan Fund

Susan Howard

Western District Community Affairs Officer (Retired), Office of the Comptroller of the Currency

Vivienne Lee

Regional Director, Southern California – Roberts Enterprise Development Fund (REDF)

David Lizarraga

Chairman & Founder, TELACU Education Foundation

Kristen Ollendorff

Chief Credit Officer, Clearinghouse CDFI

Beth Sirull

President & CEO, Jewish Community Foundation of San Diego

Claudia Viek

Founder, Invest in Women Entrepreneurs Initiative
 

Robert Villarreal

EVP & President, CDC Small Business Finance, Bankers Small Business CDC of CA
 

Foundation leadership team

The leadership team implements the guiding principles of the MUFG Union Bank, N.A., Corporate Social Responsibility program and creates partnerships with local communities, volunteers, and bank employees to help finance the efforts of nonprofit organizations dedicated to improving the lives of others.

Julius Robinson

Julius E. Robinson is the Community Reinvestment Act (CRA) Officer & Group Head, Corporate Social Responsibility Chairman, and CEO of the MUFG Union Bank Foundation. Julius has been with the bank since 1997 and assumed leadership of the CSR Group in January 2010.

Julius Robinson is well known for his community involvement: He is Vice-Chairman of Operation HOPE’s Northwest Board of Directors, and sits on the boards of Students Rising Above, Museum of African Diaspora (MoAD), California State University Monterey Bay School of Business, Dominguez Dream, USC LAA Corporate Advisory Council, L.A. Latino Chamber Corporate Advisory Board, and is a Committee member of the Bay Area Workforce Council: Boys and Men of Color Initiative.

Kathy Patoff

Kathy Patoff is Chief Operating Officer of the MUFG Union Bank Foundation. She has diverse professional experience in the private, public, and nonprofit sectors and has been with the bank for 11 years, most recently serving as Director with regional community outreach and foundation responsibilities in San Diego and the Inland Empire. Kathy is responsible for overall strategy, operations, and implementation of the MUFG Union Bank charitable contributions program.

Kathy serves on The University of San Diego Institute for Nonprofit Education and Research Advisory Board and the San Diego Grantmakers Advisory Board.