Richard Adona

Client Services Manager, Addison Avenue Investment Services; Operations Manager, RJFS at First Tech Federal Credit Union

Richard Adona is a seasoned financial professional with extensive experience in client services and management within the financial industry. Since November 2018, Richard has served as the Client Services Manager at First Tech Federal Credit Union, where responsibilities include overseeing operations for Addison Avenue Investment Services and managing operations for Raymond James Financial Services. Prior to this role, Richard held the position of Financial Solutions Advisor at Merrill Edge from January 2013 to October 2018 and worked as a Premier Banker at Wells Fargo from November 2005 to November 2012. Richard holds a Bachelor of Science degree in Business Administration and Management from California State University - East Bay and an Associate of Science degree in the same field from Sierra College.

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