William A. Wilson, CFP®, Area Manager/Account ExecutiveService Area: Belmont, Burlingame, East Palo Alto, Foster City, Menlo Park, Palo Alto, Redwood City, San Carlos, San Mateo
Phone: (650) 534-5448, email@example.com
William Wilson is a career banker with over 21 years of industry experience ranging from branch management, SBA lending, consumer & mortgage lending and commercial lending. William joined Tech CU in the summer 2015 and serves as the face of the organization in the general San Mateo County community working with employers, their employees and other community organizations.
Prior to joining Tech CU, William served as a branch manager with well-established banks in Chicago and Northern California and was responsible for business development in commercial lending for several banks and SBA lenders in Chicago and Las Vegas.
William holds a BA in Political Science from Purdue University, a Master’s in Business Admission from Keller Graduate School, holds the prestigious Certified Financial Planner® designation as well as the Certified Commercial Investment Member designation.
Lara Brecher, Area Manager/Account ExecutiveService Area: Brisbane, Daly City, Millbrae, Pacifica, San Bruno, San Francisco, South San Francisco
Phone: (415) 770-3055, firstname.lastname@example.org
Lara Brecher has over ten years of experience in business development, financial literacy, account management and partner relations. She joined Tech CU in 2014 and serves as a liaison to Member Companies in the Upper Peninsula ranging from Burlingame to San Francisco.
Prior to Tech CU, Lara acted as Business Development Officer for San Francisco Federal Credit Union. She also served as a Partner Relations Manager for BALANCE Financial Fitness.
Lara sits on the Board of Directors for the Golden Gate Business Association and is the Chair for the SFUSD’s Academy of Finance Advisory Board. She holds a bachelor’s degree in Political Science from UC San Diego and is a certified yoga instructor through the Yoga Alliance.