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stateemployeescreditunion
A Financial Advisor at State Employees' Credit Union focuses on investment, trust, and estate planning to deliver holistic financial solutions through branch, telephone, and digital channels. The role involves building long-term member relationships, coordinating with specialists for complex scenarios, and mentoring newer advisory team members while navigating multiple operational platforms.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for stateemployeescreditunion.
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