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Trust/Asset Management Consultant (West Coast)

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1Trust/Asset Management Consultant (West Coast) Empty Trust/Asset Management Consultant (West Coast) on Mon May 24, 2010 10:04 pm


Dennis Kunisaki is a Financial Advisor with MassMutual Financial Services, a 150 year old, Fortune 500, multi-faceted financial services organization.
He completed a 20 year career as a Senior Vice President for Bank of America and their affiliates, United States Trust Company and Merrill Lynch providing Private Wealth Management, Investment Management, Private Banking, Employee Benefit Consulting and Private Banking Services to individuals, corporations, foundations and endowment funds throughout the United States and Puerto Rico.

Prior to joining U. S. Trust Company, he was a Business Manager for Security Pacific National Bank, also a Bank of America acquisition. At Security Pacific his group was responsible for all phases of delivery of retirement plan trust services, including securities settlements, income collection and reinvestment and systems enhancements to large national Master Trust clients.

He received his Bachelor of Science degree in Business Administration from California State University at Los Angeles, his Certified Financial Planner designation from Cal Lutheran University and his Certified Retirement Specialist Professional designation from the American Bankers Association.

He has volunteered his service for a number of professional, educational and community service organizations including the California Bankers Association, the American Red Cross and the University of Southern California.


Dennis Kunisaki
MassMutual Financial Services
La Verne, California
(909)967-7700 Phone - Pacific Standard Time (PST)
(909)392-1836 Fax
dkunisaki (at) yahoo.com

Last edited by Admin on Fri May 28, 2010 8:12 pm; edited 2 times in total (Reason for editing : Additional Info Requested)

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