VP Private Banker

We had something to celebrate last night - even the kids got a few sips! I am so proud of my Hubby!

 

Subject: New Private Banker (Chris Calagna)

Team, I’m excited to announce that Chris Calagna a Priority Relationship Advisor in the Harbor View Office in Newport Beach has accepted the position here in the Orange County Private Bank as Vice President Private Banker. Chris will take over the client’s that had been previously managed by Paulette Kolbenschlag, who retired from Union Bank. He will be joining our team effective April 1^st 2013.

Let me give you a little background on Chris, he joined Union Bank in 2000 after completing his Bachelor’s Degree in Business Administration with a minor in Marketing from California State University Fullerton. He spent a year in the Union Bank Management Training Program and worked in the credit center supporting new credit write-up’s and renewals.

Chris then moved into a position in Business Banking working as an Business Banking Officer and Business Development Officer, he spent over 4 ½ years in these roles. Chris was highly successful in both of these positions exceeding plan objects in all quarters, as a result of his very effective business development work and use of a highly effective marketing plan and profiling skills.

Chris spent the last 8 years in the Harbor View Office as a Priority Banker and Priority Relationship Advisor. He accomplished the following while in these positions in Priority:

1) Priority Branch of the Year

2) Recognized for Most Loans booked in Priority Banking over a 3 year period

3) Awarded Licensed Banker Chairman’s Club with over $120,000 in new Brokerage Fees

4) Completed licensing with series 6,65 and Life Insurance Licenses

5) Qualified for Regional Executive Recognition Award 21 times over the 8 years

6) Member of the Priority Banking RAC Committee

Please join me in welcoming Chris Calagna to our TEAM.

Thanks

Joe Sweet Senior Vice President Regional Managing Director Southern California Region The Private Bank