Rebecca Nelson Email Address
@techcu.com
Director of Development
Technology Credit Union is a member-owned, full-service financial provider that is dedicated to meeting the financial needs of technology professionals and their families, as well as individuals who work, live, go to school, or regularly worship in Santa Clara, Alameda, and San Mateo counties.
Financial Services executive with a record of spearheading and successfully driving wealth market and enterprise-wide business strategy and initiatives that serve clients best interests, propel revenue growth and profit, manage cost efficiencies, expand market share, and increase competitive advantage for complex nationwide and community- based financial services organizations in market environments of rapid change. Specialties: Strategic Planning - Business Strategy - Wealth Management and Market Development - Private Banking - Investment Management - Investment Management & Trust sales - Certified Wealth Strategist® - FINRA Series 7 & 66 Licenses - CA Life Insurance license OH15063- Sales & Marketing Management - P&L Management - Leadership, Change, Coaching and Development – Merger/Acquisitions transition management.
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