SANTA ROSA, CA (March 13, 2014) – Redwood Credit Union (RCU) has named Tom Hubert as Wealth Management Program Director. In this role, Mr. Hubert will oversee and manage the daily operations of the Credit Union’s CUSO Financial Services (CFS) Investment program and staff. RCU Investment Services, through CFS, provides financial management and investment products such as stocks, mutual funds, and annuities as well as financial, educational and retirement planning.
Tom Hubert has 15 years’ experience in wealth management and investments, serving most recently as Regional Program Manager for CUSO Financial Services, with prior roles at firms including JP Morgan Chase, Citigroup and Edward Jones. Mr. Hubert has Bachelor’s degree in Psychology from Cameron University. He holds Series 7, 9, 10, 24, 63 and 65 FINRA securities licenses, as well as his California life & health insurance license #0C80834.
“We are pleased to welcome Tom Hubert to RCU’s Investment Services team, and we are confident his expertise and guidance will allow us to improve service and further assist our Members with their financial goals,” said Anne Benjamin, Executive Vice President/Chief Operating Officer for RCU.
RCU Investment Services are available by appointment at all of RCU’s 18 branch locations.
About Redwood Credit Union
Founded in 1950, Redwood Credit Union is a full-service financial cooperative providing personal and business banking to anyone living or working in the North Bay and San Francisco. RCU offers complete financial services including checking and savings accounts, auto and home loans, credit cards, online and mobile banking, business services, commercial and SBA lending, and more. The Credit Union also offers a variety of insurance products and discount auto sales through their wholly-owned subsidiary. RCU currently has $2.3 billion in assets and serves over 232,000 Members with 18 full-service branch locations from San Francisco to Ukiah. For more information, visit www.redwoodcu.org.