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, Mountain View
Phone: (650) 534-5448, firstname.lastname@example.org
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.