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@wellsfargo.com
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1 phone found area 301
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An Do is listed as Investment Coordinator, CUSO Financial Services, L.P. at University Federal Credit Union at UFCU, a company with 524 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 301, and a matched LinkedIn profile for An Do.
An Do previously worked as Investment Coordinator at Ufcu and Personal Financial Representative at Ufcu. An Do holds Bachelor’S Degree, Financial Economics from University Of Maryland Baltimore County.
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AeroLeads found 1 current-domain work email signal for An Do. Compare company email patterns before reaching out.
An is currently a Investment Coordinator with CUSO Financial Services, L.P. at University Federal Credit Union. He began his financial journey in 2015 with Wells Fargo and after 2 years decided to join Bank of America. While his time at Bank of America, he moved to Austin, TX where he later joined UFCU in 2019.Through his many years of experience with banking, he achieve many accolades as being the top producer at UFCU in the northern region of Austin. in 2022, An decided to go towards investments and started getting licensed. In a matter of 1 year, he was able to get his life and health license along with passing the SEI, Series 7 and 66 while being the top producer in branch sales and in force term life insurance policies. In 2023, he was recruited to UFCU investment services where he is currently working as a investment coordinator striving to achieve his CFP.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Listed skills include Leadership, Teamwork, Management, Microsoft Office, and 11 others.
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A career timeline built from the work history available for this profile.
Austin, Texas, United States
Working with multiple advisors with a combined AUM book of business exceeding $100 million. Being able to communicate and effectively process documentation in a timely manner. Building relationship with each clients and working with advisor to ensure goals are generated. Utilizing financial tools to help analyze risk assessment to determine suitable.
Round Rock, Texas, United States
Daily interactions with members and providing financial guidance based on UFCU’s core principles and values. Educating members on their finances and making sure they are on track towards their short term and long term financial goals. Working as one retail to enhance member’s experience and ensuring that each interaction goes smoothly. Going above and.
Round Rock, Texas, United States
Assisted and built relationships with retail and business clients through every interaction. Being able to help clients explore and achieve any financial goals they may have through rapport. Enhanced client’s knowledge of Bank of America’s services to make their financial lives better. Worked together with team members and banking partners to provide.
Wheaton, Maryland
Building relationship with new and existing clients by providing them with the best banking solution. Develop a personal financial plan for clients through multiple services such as investment, mortgage, private banking, business banking, credit and personal banking products. Special focus on small and growing businesses by providing services to help with.
New Carrollton, MD
Managed the office in New Carrollton along with manager and assistant manager. Provided customers with the best car rental solution for their needs. Generated additional revenue through each car rental by up selling car rental insurance. Communicated with local branches regarding availability of rental vehicle to ensure 100% satisfaction in customer service.
Other employees you can reach at ufcu.org. View company contacts for 524 employees →
Yoreina Tucker
Colleague at Ufcu
Austin, Texas, United States, United States
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JG
Joel Guevara
Colleague at Ufcu
United States, United States
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CC
Cassie C
Colleague at Ufcu
Liberty Hill, Texas, United States, United States
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ES
Erin Simmons
Colleague at Ufcu
Austin, Texas, United States, United States
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AH
Abbi Hardin
Colleague at Ufcu
Austin, Texas Metropolitan Area, United States
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BJ
Bryan Jacobs
Colleague at Ufcu
Austin, Texas, United States, United States
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HA
Heather Ashline
Colleague at Ufcu
Austin, Texas Metropolitan Area, United States
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RJ
Rosie Julia
Colleague at Ufcu
Austin, Texas Metropolitan Area, United States
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CP
Crystal Palomino
Colleague at Ufcu
Austin, Texas, United States, United States
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MG
Monica Gutierrez
Colleague at Ufcu
Dale, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
An Do works for UFCU.
An Do is listed as Investment Coordinator, CUSO Financial Services, L.P. at University Federal Credit Union at UFCU.
AeroLeads has found 1 work email signal at @wellsfargo.com for An Do at UFCU.
AeroLeads has found 1 phone signal(s) with area code 301 for An Do at UFCU.
An Do is based in Austin, Texas, United States while working with UFCU.
An Do has worked for Ufcu, Bank Of America, Wells Fargo, and Enterprise Rent-A-Car.
An Do's colleagues at UFCU include Yoreina Tucker, Joel Guevara, Cassie C, Erin Simmons, and Abbi Hardin.
You can use AeroLeads to view verified contact signals for An Do at UFCU, including work email, phone, and LinkedIn data when available.
An Do holds Bachelor’S Degree, Financial Economics from University Of Maryland Baltimore County.
An Do is listed with skills including Leadership, Teamwork, Management, Microsoft Office, Cash Handling, Finance, Microsoft Word, and Microsoft Powerpoint.
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