Elena Healy

Elena Healy has over 22 years of experience in the banking industry. Elena currently works as a Vice President, Relationship Manager at CalPrivate Bank. In this role, they specialize in providing a unique banking experience and credit solutions for individuals and business owners.

Prior to their current position, Elena worked at Union Bank from 2019 to 2022 as a Branch Manager, Vice President. Elena'sresponsibilities included coaching and leading a team to achieve sales targets, managing operational efficiency, and delivering exceptional client experiences.

Before that, Elena held various roles at Union Bank from 2010 to 2019. Elena worked as a Private Banker, where they served as the primary relationship manager for high net worth clients, providing wealth planning, investment management, and trust and estate services. Elena also worked as a Priority Banking Relationship Manager, attracting and managing a portfolio of personal and business clients.

Overall, Elena has a strong background in building lasting relationships with clients and helping them achieve their financial goals.

Elena Healy obtained their Bachelors degree from California State University San Marcos in 2008. Elena also holds additional certifications including California State Life and Health Insurance, Cannon Institute Certified Wealth Strategist Program, NMLS #723908, and Series 6 & 63 from FINRA.