FourLeaf Federal Credit Union
FourLeaf Financial Group Advisors provide comprehensive investment planning services and products to members and employees, delivering financial plans, retirement and wealth transfer strategies, and ongoing portfolio management while ensuring compliance and regulatory adherence. The role involves building and maintaining member relationships, prospecting new business, and collaborating with branch teams to deliver a positive client experience.
Headquarters
Bethpage, New York, United States
FourLeaf Federal Credit Union offers a full range of banking products, including checking, savings, credit cards, mortgages and loans.
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 FourLeaf Federal Credit Union.
FourLeaf Federal Credit Union didn’t post a salary, so this is our estimate from similar listings.