Wendy Miner, AVP, Private Banking Manager, NMLS #719388Phone: 408-437-3707, Fax: 408-441-4779, Mobile: 408-386-4083, Contact Form
Wendy Miner has over 25 years of industry experience, including six years at Bank of America and 14 years at Wells Fargo Bank. Wendy came to Technology Credit Union in 2006 as a Private Banking manager, bringing to the organization a wealth of knowledge and extensive experience in premier client management. During her career Wendy has received a number of service and achievement awards.
Wendy holds a Series 6, Series 63, a California Insurance License and a Notary Public License, received her Private Banking School Certification, and is currently pursuing her CWS designation.
In her spare time she enjoys spending time with family, traveling, reading, and cooking. She volunteers as a Council Member and Lector with her church and at the Boccardo Housing Consortium.
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*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
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