Robert Allong
Senior Trust Officer at First Republic Bank
- Role
- Senior Trust Officer at First Republic
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Robert Allong
I am currently a Senior Trust Officer at The Private Bank where I work with a team of specialists to deliver a broad array of wealth management services and solutions. In this role, I manage a wide range of trust and estate matters in accordance with sound fiduciary principles. The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams.This site may contain links to articles or other information that are contained on a third party website. Union Bank does not endorse or accept responsibility for the content, or the use, of any linked third-party website and assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the websites.Union Bank is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites or any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, legal, tax or any other advice.This is a public site. Please do not post personal or private information.
Experience
Senior Trust Officer
Apr 2023 — Present · Los Angeles, CA, US
Education
University of Notre Dame
BA, english
1988 — 1992
University of California, College of the Law, San Francisco (formerly UC Hastings)
Doctor of Law (JD)
1992 — 1995
Skills
- Public Speaking
- Microsoft Excel
- Research
- Asset Management
- Customer Service
- Financial Analysis
- Strategic Planning
- Investments
- Microsoft Office
- Wealth Management
- Financial Planning
- Mortgage Lending
- Microsoft Word
- Leadership
- Financial Services
- Banking
- Risk Management
- Portfolio Management
- Management
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