Azad Rad, Vice President, Program Manager at Tech Investment Management*
Azad Rad is Vice President, Program Manager of Tech CU’s Investment Management Division. An industry veteran, Azad has 20 years of experience in the financial services industry. Currently, his responsibilities include overseeing the division’s investment services program, in addition to managing the Private Banking group. Previously, Azad has held a variety of leadership roles within retail banking and wealth management with a focus around developing strategies centered around the client experience. He loves developing his team and ensuring clients have a financial plan in place to address their needs and goals.
Azad is registered through LPL Financial in the state of California. He holds FINRA licenses 7 and 66, along with his Life Agent insurance license.
Education: Bachelor’s degree in Finance from California State University, Fullerton: MBA from Chapman University.
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