Austin West Mba, Cfp, Ris

Director Advice And Service Delivery at Assiniboine Credit Union

Austin West, MBA, CFP, RIS has a diverse work experience across various companies and roles. Austin currently holds the position of Director of Advice and Service Delivery at Assiniboine Credit Union, starting in April 2021. Prior to that, they served as the Manager of Wealth Services at Synergy Credit Union from October 2016 to April 2021. Austin also worked as a Financial Planner at Credential from September 2015 to October 2016, and as an Estate Administration Officer at Crossroads Credit Union from June 2013 to September 2015. Before transitioning into the credit union industry, Austin worked as a Financial Advisor at Edward Jones from October 2005 to June 2013. Austin also gained experience as a Financial Planner at FGL Sports Ltd from October 2009 to October 2010. Austin's early career included roles as an Allocator and a Location Planner at JCPenney from December 2001 to October 2004 and from June 2001 to December 2001, respectively.

Austin West has a BA in Sociology from the University of North Texas. Austin later obtained an MBA from the University of Phoenix. In addition to their degrees, Austin West holds certifications as a Responsible Investment Specialist from the Responsible Investment Association (obtained in November 2020) and as a CERTIFIED FINANCIAL PLANNER® from the Financial Planning Standards Council (obtained in August 2009).

Links

Previous companies

Synergy Credit Union logo
Edward Jones logo
JCPenney logo
FGL Sports Ltd. logo

Org chart

Timeline

  • Director Advice And Service Delivery

    April, 2021 - present

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