NEWPORT BEACH, Calif., March 26, 2013 /PRNewswire/ -- Bank of the West's Wealth Management Group announced today the promotion of Edward Mora to senior vice president. Mora, named market leader for the wealth management team in Orange County last year, was recognized for his client service and team leadership.
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As market leader, Mora has responsibility for leading Orange County's wealth management team to ensure clients have access to all of the bank's resources, including professionals focused on deposit services, private mortgage banking, trust services, and investment management.
"I couldn't be more pleased with Ed's promotion to senior vice president," said Dale Niemi, regional manager for Bank of the West Wealth Management Group and senior vice president. "Ed's strong financial planning background means he's able to speak in depth with clients about their most pressing financial issues. Beyond his individual contributions, he's an outstanding team leader and has been instrumental in growing Newport Beach's Private Client Services team from a small market into a wealth management hub. I look forward to the continued success of Ed and his team."
Mora has more than 20 years of experience advising affluent and high net worth business owners regarding wealth planning, investment solutions and private banking. He is a Certified Financial Planner™ professional and is active in the community, serving on the boards of Project Access, United Cerebral Palsy of Orange County and the UCI Merage Center for Investment and Wealth Management.
Bank of the West Wealth Management provides wealth planning, investment management*, personal banking, and trust services. The group is part of BNP Paribas' global wealth management business of more than 6,000 professionals in 30 countries worldwide with over $10 billion** in assets under management in the United States and $354 billion (€265 billion) in assets under management globally as of December, 2012.
About Bank of the West:
Founded in 1874, $63 billion-asset Bank of the West (www.bankofthewest.com), member FDIC and equal housing lender, offers a wide range of personal, commercial, wealth management and international banking services. The bank operates more than 700 retail and commercial banking locations in 19 Western and Midwestern states. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 80 countries with nearly 200,000 employees.
*Securities and variable annuities are offered through BancWest Investment Services, Inc., a registered broker/dealer, Member FINRA/SIPC. Financial Advisors are registered representatives of BancWest Investment Services, Inc. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
Bank of the West Wealth Management provides financial products and services through Bank of the West and its various affiliates and subsidiaries.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West and a part of the Wealth Management Group. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas.
Investment and Insurance Products are:
NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE - NOT A DEPOSIT - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
** Including assets under supervision at BancWest Investment Services
SOURCE Bank of the West
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