Brian Currey
Investment Sales Support Manager at Addison Avenue Investment Services / First Tech Federal Credit Union- Claim this Profile
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Topline Score
Bio
Credentials
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Series 63
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Series 7
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Experience
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First Tech Federal Credit Union
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United States
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Financial Services
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700 & Above Employee
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Investment Sales Support Manager
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Jan 2016 - Present
Manage the daily operations of the department and ensure that procedures and practices are in alignment with credit union expectations. Develop a team of highly motivated, results-oriented individuals through effective leadership practices; ensure adequate staffing levels to maintain efficient team performance Develop and maintain documentation for function/department practices and policies Research, resolve and communicate operational issues and potential problems to manager and/or other business units Recognize and manage risk within department Manage vendor relationships Securities licensed in Oregon and Washington. Qualifications: holds series 7, and 63 securities licenses. Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less
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OCCU | Oregon Community Credit Union
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United States
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Banking
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200 - 300 Employee
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Assistant Manager
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Jan 2006 - May 2009
Oversee branch sales operations Oversee branch sales operations
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Community
