Retired Regional Manager, San Diego Wealth Management Division,
Luanne Bas is a retired banking executive from Union Bank; after spending 35 years in the corporate finance and wealth management divisions. Luanne began her career with Crocker Bank in 1978 and worked in a corporate lending team at Union Bank and U.S. Bank. She spent the final 10 years of her career as the Regional Manager for Union’s Bank Wealth Management Division in San Diego. During her tenure, she worked with middle market companies with sales from $25 million to $250 million, both private and public companies. She held her Series 7, 66 and 24 licenses while employed as well as a life insurance sales agent. She currently holds her Series 65 license and works as a consultant in estate planning, insurance and investment management sales. She received her BS and MBA – finance from San Diego State University. She is married with two grown children. She and her husband are wine makers living in Highland Valley, Escondido.
Contact Luanne at firstname.lastname@example.org