OUR TEAM
Robbin Preciado
Vice President, Institutional Development Consultant
Robbin Preciado is an Institutional Development Consultant (IDC) focused on growing and deepening strategic partnerships with Credit Unions throughout the firm’s national footprint. Her role is to partner with executive leadership of credit unions and provide Investment Management and Trust solutions that sustainably fund charitable giving, employee benefits and member solutions.
Prior to joining Members Trust Company, Robbin spent over 12 years at MUFG Union Bank where she served as Managing Director, Regional President, of Southern California. Robbin led a team of 10 region managers, over 130 branches, over 800 employees, $18B in deposits, achieving top five market share. Robbin also served as Vice Chairperson of the Foundation area
committee, Executive Sponsor for community volunteerism, branch of the future $170mm initiative, sales and service centralized revenue programs. Prior to Union Bank, Robbin spent over 21 years at Wells Fargo, serving in Regional President roles through three acquisitions and as National Sales Manager for the Affluent Market segment where she was responsible for growing the affluent client demographic together with a client-centric, cohesive cross-functional team through over 1,300 program producers.
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, Orange County 500; Top Women in Finance, Woman of Color magazine; Pacific Coast Business Journal, Top 50 Women in Business; Orange County Business Council, Turning Red Tape into Red Carpet public private partnership award.
She is active in the community, serving on numerous boards including the Orange County United Way and has served as past chairwoman of the Orange County Business Council and Orange County Asian Pacific Islander Coalition Alliance.
Robbin is a graduate of the University of California, Los Angeles where she earned her Bachelor of Arts degree in economics. She holds FINRA series 7, 66 and 24 licenses.