Bank of the West Builds Wealth Management Team in Las Vegas with Key Hires
Las Vegas, CA | Sep 08, 2015
Bank of the West Wealth Management Group announced today the hiring of three professionals in Las Vegas, Nevada.
“Bank of the West Wealth Management Group’s efforts to grow its team in Las Vegas coincides with the bank’s recent expansion of trust powers in Nevada,” said Edward Mora, regional manager for the Wealth Management Group’s Southern California & Southwest region. “The build out of the team will enable us to provide affluent, high net worth and ultra high net worth clients with wealth planning, investment management and personal banking services in the Las Vegas region.”
Rebecca MacDonald – Vice President and Market Leader
Rebecca MacDonald joined as market leader for the Las Vegas Wealth Management team. In this role, MacDonald will take the lead in assessing the individual needs of affluent and high net worth clients and providing them with access to the bank’s integrated offering of banking services, retirement planning and portfolio management.
MacDonald has more than 10 years banking experience, beginning her career in Las Vegas as a financial services officer and then as a sales manager. She also has served as a branch manager for the bank. MacDonald’s diverse set of experiences position her to be able to guide clients toward the services and products that best fit their needs.
Rebecca is an active Rotary Club member and a graduate of the Consumer Bankers Association Graduate School of Retail Banking.
Theresa Le – Vice President and Senior Trust Officer
Theresa Le joined Bank of the West as senior trust officer for its Wealth Management team in Las Vegas. In this role, Le will be responsible for the administration of the bank’s fiduciary duties on personal trust accounts, estates and agency and guardianship accounts.
Le has extensive experience in trust services. Most recently she led a team of trust administrators at an independent trust company and was in charge of overseeing the operations for transactions of IRA and custodial accounts, new business development and client and professional advisor relationships.
Le received her law degree from the University of Oregon and studied International Law at the University of Paris in Sorbonne. She graduated Phi Beta Kappa from San Francisco State University with a degree in economics.
Maximus Nguyen – Wealth Financial Advisor
Maximus Nguyen joins as a wealth financial advisor for BancWest Investment Services, which is part of Bank of the West’s Wealth Management Group. In this role, Maximus will assist clients with their retirement, investment and life insurance needs.
Nguyen has eight years of experience advising high net worth clients and assisting them with their financial goals through the application of financial planning tools and investment solutions.
About Bank of the West 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 6,300 professionals in 30 countries worldwide with over $15.5 billion** in assets under management in the United States and €305 billion ($345 billion) in assets under management globally as of June 2015.
About Bank of the West:
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $72.5 billion in assets as of June 30, 2015. 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 75 countries with 185,000 employees.
Ayele Ajavon, Bank of the West
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