Bank of the West Wealth Management Group Appoints New Regional Managers to Support Expanding Business
SAN FRANCISCO, CA | May 06, 2015
Bank of the West Wealth Management Group has appointed two new regional managers to support the ongoing expansion of its business. As part of these appointments, the Wealth Management Group divided its West Coast regional structure into two separate regions – Southern California & Southwest and Northern California & Northwest – to provide further leadership resources and structure for the growth and client demand in these areas.
Edward Mora was promoted to regional manager for Southern California & Southwest, and Cheryl Farley was promoted to regional manager for Northern California & Northwest.
“It is rewarding that increasing numbers of clients are looking to Bank of the West for their wealth management needs. Through the hard work and dedication of our team, we serve them while continuing to build even more leadership resources, expanding our team of advisors, and developing the solutions we have available to them. It is an exciting time to be at Bank of the West,” said John Bahnken, group head and senior executive vice president of the Wealth Management Group at Bank of the West. “I am very pleased that we are able to promote both Ed and Cheryl into this next level of leadership. We have a strong commitment to identifying and developing leaders from within our business, and I’m glad we could give them this opportunity. I know our clients will ultimately benefit from having their insights and experience available across a broader set of markets.”
About Edward Mora
Previously the market leader for Orange County, Mora was recognized for his client service and team leadership through his appointment to the regional manager role. He led the development and growth of the Orange County wealth management team to ensure clients have access to all of the bank's resources, including wealth management professionals focused on deposit services, private mortgage banking, trust services, and investment management.
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.
About Cheryl Farley
Prior to her appointment as regional manager, Farley served as market leader and drove the development of the bank’s Silicon Valley and Palo Alto wealth management team, where she significantly grew her team’s presence and the bank’s relationships with affluent and high-net-worth individuals, business owners and foundations.
Farley brings more than 25 years of experience in the financial industry to her new role. She has extensive knowledge in the areas of investment analysis, trust and estate services, insurance, and retirement plans. Farley holds the Certified Wealth Strategist and Certified Retirement Counselor designations.
Bank of the West Wealth Management provides wealth planning consulting, investment management*, personal banking, and trust services. The group is part of BNP Paribas' global wealth management business of more than 6,300 professionals in 30 countries worldwide with over $10 billion** in assets under management in the United States $345 billion (€305 billion) in assets under management globally as of December, 2014.
About Bank of the West:
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 600 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in more than 75 countries with 185,000 employees.
Ayele Ajavon, Bank of the West
Legal information and Disclosures
Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.
* Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321), through BancWest Insurance Agency in Utah and through BancWest Investment Services, Inc. in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI. Advisory Services are offered through BancWest Investment Services, an SEC-registered investment advisor. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors. 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.
* * Including assets under supervision at BancWest Investment Services
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY