Los Angeles— January 18, 2024 — Members Trust Company (MTC), a nationally chartered trust company that provides trust and investment services throughout the United States, announced today that Robbin Preciado has joined the firm as an Institutional Development Consultant and will report to Jason P. Liu, Chief Growth Officer.
In Robbin’s newly created role which is part of the firm’s growth strategy and approach to institutional relationship expansion, she will focus on working with prospective credit unions at the institutional level to create new strategic partnerships and also expand existing relationships to better serve the members of credit unions. She will also concentrate on helping institutions establish Charitable Donation Accounts and Employee Benefit Funding Trust solutions which allow the credit unions to give back to their local communities and help with the rising costs of employee benefits by leveraging MTC’s wealth management platform.
“Robbin will be a game changer for us in the institutional space. Her executive leadership background, experience in the financial services arena and the relationships she already has with other high level decision makers will be part of the reason we expect to grow this business exponentially over the next three years. Robbin’s reputation for achieving results and her involvement as a part of the southern California community fabric will elevate our firms results. Helping credit unions achieve their goals of diversifying their noninterest income, firming up their balance sheet and serving their membership base provides success for everyone across the board,” said Jason Liu.
Prior to joining MTC, Robbin spent 12 years at Union Bank where she was the Regional President, Managing Director for the southern California Region. Before working at Union Bank, Robbin spent 21 years at Wells Fargo and was their National Sales Manager for the Affluent Market segment where she was responsible for growing the affluent client demographic. Before taking on this role, she was the Regional President of Southern California leading retail banking branches encompassing small business, branch and licensed banking.
Robbin is a graduate of the University of California, Los Angeles where she received a BA in Economics. She also previously held her FINRA series 7, 66 and 24 licenses. In her free time, Robbin enjoys being active outside, fishing, doing puzzles and eating great tasting food.
Over the course of her career, Robbin has been one of the most decorated women in financial services in southern California. Some of her awards include:
- Orange County Business Journal, Women in Business nominee, 2019-2022
- Union Bank, Corporate Social Responsibility Partner of the Year
- Orange County Business Council, Turning Red Tape into Red Carpet public-private partnership award
- Orange County Business Journal, OC 500
- Women of Color magazine, Top Women in Finance
- Pacific Coast Business Journal, Top 50 Women in Business
She is also very passionate about serving her local community and giving back and has been involved in many community organizations including:
- Orange County Business Council, Board Member, 2004-2009, 2012 – current, past Chairwoman
- Orange County United Way, Board Member, 2020-current
- San Diego Regional Chamber, Board Member, 2014-2018
- Little Tokyo Service Center, Board Member, 2010-2012
- KOCE Public Television, Board Member, 2004-2010
- Orange County Asian Pacific Islander Coalition Alliance, Board Member, 2000-2010, past Chairwoman
- Asian Business Association, Board Member, 2000-2005
About Members Trust Company – Since 1987, MTC has provided trust and investment services to members of credit unions throughout the United States. Owned and managed by America’s credit unions, MTC abides by the management philosophy of its owners – to act in the best interest of its clients while fulfilling its fiduciary duty as a trust company. MTC’s credit union shareholders provide its values and underpin its strength as a national trust and investment firm
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not NCUA/NCUSIF/FDIC insured. May lose value including the possible loss of principal. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.