Financial Advisor
Current
May 2023 - Present
AeroLeads people directory · profile
Mohammed Eid Email & Phone Number
Financial Advisor at CUSO Financial Services at Nuvision Credit Union
at
CUSO Financial Services
1 work email found
@miramontescapital.com
10 phones found area 310, 805, 617, 781, 949, 714, and 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at CUSO Financial Services at Nuvision Credit Union
Location
Mission Viejo, California, United States
Who is Mohammed Eid? Overview
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Quick answer
Mohammed Eid is listed as Financial Advisor at CUSO Financial Services at Nuvision Credit Union at CUSO Financial Services, based in Mission Viejo, California, United States. AeroLeads shows a work email signal at miramontescapital.com, phone signal with area code 310, 805, 617, 781, 949, 714, 800, and a matched LinkedIn profile for Mohammed Eid.
Mohammed Eid previously worked as Financial Advisor at Cuso Financial Services and Vice President of Investments at Miramontes Capital. Mohammed Eid holds B.Eng, Computer Engineering from Arab Academy For Science, Technology And Maritime Transport.
Company email context
Email format at CUSO Financial Services
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{first}.{last}@miramontescapital.com
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AeroLeads found 1 current-domain work email signal for Mohammed Eid. Compare company email patterns before reaching out.
Profile bio
About Mohammed Eid
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Financial Advisory, Mutual Funds, and Insurance.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 Returns, Financial Advisory, Consulting, Fixed Annuities, and 95 others.
Current workplace
Mohammed Eid's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Mohammed Eid work experience
A career timeline built from the work history available for this profile.
Vice President Of Investments
Dec 2020 - Mar 2023
Vice President - Wealth Advisor
Jun 2017 - Dec 2020
Vice President - Private Client Advisor
Jpmorgan Chase Bank N.A.
Apr 2013 - Jun 2017
Investment Consultant
Provide financial advice and solutions with emphasis on wealth management, retirement planning and wealth transfer. Build custom portfolios using managed money, mutual funds, stocks, bonds and annuities based on every clients individual needs and goals.Deepen relationships with existing clients & prospecting for new ones.Cross sell bank products and work closely with Citi Private Bank.
Oct 2010 - Dec 2011
Avp, Investment Specialist
Deepened customer relationship and overall client wallet share by cross selling investment and banking products.Analyzed HNW customer needs and goals to identify financial gaps by leveraging various investment and savings tools aimed at educating clients on alternative long term financial strategies.Consistent top regional performer receiving top performance based awards for successfully creating over 100 new relationships and over $25 million in new assets to the firm.
Jun 2008 - Mar 2010
Business Development Specialist
Partnered with six external wholesalers to foster and improve on existing relationships with large wire house and regional investment firms.Responsible for prospecting and creating new financial advisor relationships by educating on the product solutions as well as finding client solutions and sales ideas on how best to fit our product in their books of business.Actively managed and maintained key financial advisor contacts and actively pursue dormant financial advisor reactivation.Received the top producer award for John Hancock Annuities launch on the Morgan Stanley platform based upon number of tickets, number of new producers and assets under management.Ranked 2nd for 2007 and 2008 in the business development group with $190 million in new assets.
May 2005 - Jun 2008
Financial Advisor
New client prospecting by means of cold calling, investor seminars and active referrals to develop and build network contacts and sphere of influence.Provide financial solutions for clients using different investment vehicles based on their needs and suitability.Recognized for top 10% in sales amongst other active trainees.
Sep 2003 - Nov 2004
1 education record
Mohammed Eid education
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Arab Academy For Science, Technology And Maritime Transport
FAQ
Frequently asked questions about Mohammed Eid
Quick answers generated from the profile data available on this page.
What company does Mohammed Eid work for?
Mohammed Eid works for CUSO Financial Services.
What is Mohammed Eid's role at CUSO Financial Services?
Mohammed Eid is listed as Financial Advisor at CUSO Financial Services at Nuvision Credit Union at CUSO Financial Services.
What is Mohammed Eid's email address?
AeroLeads has found 1 work email signal at @miramontescapital.com for Mohammed Eid at CUSO Financial Services.
What is Mohammed Eid's phone number?
AeroLeads has found 10 phone signal(s) with area code 310, 805, 617, 781, 949, 714, 800 for Mohammed Eid at CUSO Financial Services.
Where is Mohammed Eid based?
Mohammed Eid is based in Mission Viejo, California, United States while working with CUSO Financial Services.
What companies has Mohammed Eid worked for?
Mohammed Eid has worked for Cuso Financial Services, Miramontes Capital, Citi, Jpmorgan Chase Bank N.A., and Citi Personal Wealth Management.
How can I contact Mohammed Eid?
You can use AeroLeads to view verified contact signals for Mohammed Eid at CUSO Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Mohammed Eid attend?
Mohammed Eid holds B.Eng, Computer Engineering from Arab Academy For Science, Technology And Maritime Transport.
What skills is Mohammed Eid known for?
Mohammed Eid is listed with skills including Returns, Financial Advisory, Consulting, Fixed Annuities, Needs Analysis, Prospects, Books, and Insurance.
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