Rachelle Tubongbanua, CFP®, AWMA® in

Rachelle Tubongbanua, CFP®, AWMA®

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Senior Vice President, Private Wealth Advisor Managing Director at U.S. Bank
📍 San Diego, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
17 Years
Current Role
Senior Vice President, Private Wealth Advisor Managing Director
Job Level
Leadership
Location
San Diego, California, United States
Personality Overview

How Rachelle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rachelle cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2023
Senior Vice President, Private Wealth Advisor Managing Director
U.S. Bank
3-2008 - 5-2023
Vice President, Private Wealth Advisor - U.S. Bank Private Wealth Management
U.S. Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2019
Certified Financial Planner
Pepperdine Graziadio Business School
2007 - 2009
Bachelor of Business Administration (BBA)
DeVry University
Accredidation
College of Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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