First Tech Federal Credit Union Welcomes Stephen Poole as Senior VP
First Tech Federal Credit Union's Latest Leadership Addition
In a significant move to strengthen its leadership team, First Tech Federal Credit Union announces the appointment of Stephen Poole as Senior Vice President of Addison Avenue Investment Services. Poole brings a wealth of experience and expertise to this role, aiming to drive the investment program's growth and compliance measures while enhancing client engagement.
Experience and Background
Stephen Poole joins First Tech with over 25 years of experience in the financial sector, specializing in investment and wealth management. Previously, he held the prestigious role of Senior Vice President at Columbia Wealth Advisors, which managed $3 billion in assets and was affiliated with Raymond James. Under his leadership, the firm transitioned its broker/dealer services from Cetera Financial Group to Raymond James, showcasing his strategic vision and commitment to excellence within the industry.
Leadership Transition
This new appointment follows the retirement of Kelly Corah, the former President of Addison Avenue, who left a lasting impact after 27 years of dedicated service. Greg Mitchell, President and CEO of First Tech, expressed deep gratitude for Corah's contributions, emphasizing that change opens up new opportunities for growth.
Mitchell stated, "Stephen's strong character, personal integrity, deep expertise, and shared passion for people and culture will deliver great value for our clients and financial advisors for years to come. We're excited to see how his leadership will steer our teams and clients toward success." The enthusiasm surrounding Poole's arrival indicates a hopeful outlook for the future.
Poole's Vision for the Future
In a statement reflecting his commitment to the role, Poole expressed his honor in joining the accomplished team at First Tech. He highlighted his eagerness to build upon the solid foundation established at Addison Avenue Investment Services, ensuring that members achieve their financial goals through innovative practices and customer-focused solutions.
About First Tech Federal Credit Union
First Tech Federal Credit Union, a nearly $17 billion institution headquartered in San Jose, offers financial services tailored for employees of technology-oriented companies. With a reputation as an industry leader in delivering seamless banking experiences, First Tech serves over 700,000 members through 31 branches and various online platforms. The credit union provides a comprehensive range of financial services, including banking, mortgages, financial planning, and insurance services, all under the insurance of NCUA. Those interested in learning more about First Tech can find additional information on their official website.
About Addison Avenue Investment Services
Offering customized investment solutions, Addison Avenue Investment Services operates under the vigilant oversight of Raymond James Financial Services, a member of FINRA and SIPC. The firm is dedicated to guiding its clients through a perceptive understanding of the financial landscape, ensuring that each step aligns with their unique investment goals while managing associated risks effectively.
Frequently Asked Questions
Who is Stephen Poole?
Stephen Poole is the newly appointed Senior Vice President of Addison Avenue Investment Services at First Tech Federal Credit Union, bringing over 25 years of financial expertise.
What is Addison Avenue Investment Services?
Addison Avenue Investment Services provides tailored investment solutions as part of First Tech Federal Credit Union, overseeing operations under Raymond James Financial Services.
What experience does Stephen Poole have?
Before joining First Tech, Poole held a senior leadership role at Columbia Wealth Advisors, successfully leading its transition to Raymond James.
What services does First Tech Federal Credit Union offer?
First Tech provides a variety of financial services including traditional banking, mortgages, financial planning, and insurance services, all aimed at their tech-focused member base.
What is the future vision for First Tech after this leadership change?
The leadership change aims to elevate client services and expand investment support, driving growth and success for both advisors and members in the coming years.
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