Candice is responsible for managing Wilmington Trust’s California region, including all administrative and business development functions for personal trust, investment management, and private banking. In this role, she oversees the development and coordination of Wealth Management services for successful individuals, families, and middle market institutional investment accounts. Candice and her team work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.

With over 25 years of experience in financial services, Candice most recently served as the Private Wealth Management market leader at U.S. Bank, where she as responsible for the Orange County market. She previously held many positions at MUFG Union Bank, leading Private Banking and Wealth Advisory teams in Southern California. During her tenure, Candice created the Wealth Management Professional Development Program as a pathway for career development and mentorship for the next generation of wealth advisors. She also served as the firm’s head of Women & Wealth, a community for women and women-owned businesses geared toward enhancing financial confidence and capabilities. In 2025, she was honored with the American Banker’s Most Powerful Women in Banking Top Team award. American Banker annually recognizes five collaborative, majority-women teams for outstanding impact and leadership. In 2024, Candice was a finalist for the LA Times Inspirational Women Award for their Financial Services category. This award recognizes accomplished female leaders from corporations and non-profit organizations who have demonstrated noteworthy success and accomplishments in the prior 24 months. 

Candice holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor’s degree in economics with a minor in Japanese studies from the University of California, San Diego. She is also a graduate of the national graduate school of banking, Pacific Coast Banking School.

Beyond her career, the native Angeleno is passionate about giving back to her community and paying it forward. She currently serves as an executive board and vice chairperson for the California Council on Economic Education, whose mission is to improve the state’s future by teaching economics and financial literacy, especially in underserved communities. Candice also serves on the UCLA Anderson Forecast Board of Advisors, a trusted provider of forecasts at the local, state (California), and U.S. economies. The advisory board consists of various leaders in business, academia, and government who advocate and promote the overall strategic growth of the center, providing advice and insight to the economists and leadership at the UCLA Anderson School of Management. She is also a board member of Women’s Voices Now, an organization striving to drive social change that advances women’s and girls’ rights globally. In her spare time, Candice takes joy in traveling the world and learning about new cultures. A former competitive open water swimmer and triathlete, she is also a certified advanced scuba diver who likes to explore the seas in the summer months and ski during the winter season.