Rebecca Matteson Nelson To Lead Tech CU's Wealth Management Group
FOR IMMEDIATE RELEASE
Ms. Nelson joins the Silicon Valley financial institution as SVP of Wealth Management
San Jose, CA - (March 19, 2012) — Technology Credit Union announced today that Rebecca Matteson Nelson has joined the company as its new SVP of Wealth Management. In her role, Ms. Nelson will lead an experienced team of wealth management professionals who provide full-service private banking and investment solutions to Tech CU members and their families, as well as to Silicon Valley companies and their employees.
Ms. Nelson, a Palo Alto native, has a 25-year background in the financial services industry, including division leadership and management roles in sales, administration, trust services, and investments at national and community banks and credit unions.
"Rebecca's extensive experience and market knowledge, combined with her strategic and team leadership ability and deep relationships within the community will serve Tech CU well as we focus on continuing to grow our Wealth Management division," said Tech CU Chief Banking Officer Joe Anzalone. "I'm very excited to have her on our executive team, contributing her industry insight and expertise."
Prior to joining Tech CU, Ms. Nelson served as the Vice President and Senior Wealth Advisor for Union Bank's Private Bank where she was responsible for growing the bank's presence in the Palo Alto and South Bay markets. Ms. Nelson was also a member of the executive team at Addison Avenue Federal Credit Union where her role included that of Chief Marketing Officer for investments and credit union business, in addition to time spent as Director of Deposit Operations. She also held division leadership roles in lending operations and in strategic and business planning. Preceding Addison Avenue, she worked at Greater Bay Bancorp serving as the Vice President of Trust and Investment Services and held regional and national administration roles at Great Western Bank.
Ms. Nelson holds a bachelor's degree in sociology from the University of California, Los Angeles, and has completed post-graduate coursework at Stanford's Graduate School of Business. She is deeply involved in the Bay Area community, serving many Palo Alto and Silicon Valley area non-profits, community organizations and professional associations. These include but are not limited to: The Stanford Medical Youth Science Program, Palo Alto Art Center Foundation, The Ronald McDonald House at Stanford, and The El Camino Hospital Foundation.
In 2003, Tech CU became one of the first credit unions in the country to offer investment and private banking services to its members. Today, Tech CU offers a full range of comprehensive wealth management and private banking solutions at its Wealth Management headquarters and in each of its 10 Bay Area Financial Centers.
"I'm very pleased to join Tech CU and look forward to contributing to the company's rich heritage and commitment to our membership and the Valley," said Nelson. "We have an outstanding executive leadership team and staff that is dedicated to helping members achieve their financial goals by providing a full range of client-centered strategies based on their unique priorities. This unwavering focus as a trusted advisor and partner positions us well for future growth."
For more information, go to www.techcu.com/wm.
ABOUT TECHNOLOGY CREDIT UNION
Founded in 1960 by the employees of Fairchild Camera and Instrument Semiconductor Division, Tech CU has served the high tech workforce in Silicon Valley for 50+ years. Today, Tech CU has extended its membership benefits to small and medium-size businesses and individuals who live and work in the greater Bay Area. The financial institution is recognized as one of the best managed and strongest in the country. Tech CU's 74,000 members have access to 68,000+ surcharge-free ATMs nationwide, online and mobile banking, 10 full-service branches in the Bay Area, and comprehensive wealth management and small business services. www.techcu.com.