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Esteban Zuno

Vice President Of Wealth Management at Redwood Credit Union

Esteban Zuno has a strong background in wealth management and financial advising. Esteban currently holds the position of Vice President of Wealth Management at Redwood Credit Union since 2023. Previously, they held various roles at U.S. Bancorp Investments, Inc., including Affluent Wealth Management Market Leader, Vice President from 2022 to 2023, Region Manager from 2017 to 2022, Associate Region Manager from 2015 to 2017, and Financial Advisor from 2012 to 2015. Prior to that, Esteban worked as a Financial Advisor, VP-Investments at JPMorgan Chase & Co. from 2009 to 2012, a Licensed Financial Associate at Washington Mutual Investments from 2008 to 2009, and a Para Planner at Ameriprise Financial Services, Inc. from 2006 to 2008.

Esteban Zuno completed an Executive Certificate of Financial Planning Program at Loyola Marymount University in 2009. Prior to that, they attended Loyola Marymount University, College of Business Administration from 2002 to 2006, where they earned a Bachelor of Business Administration degree in Finance and Management. In 2005, Esteban briefly studied at the UIBE Business School. Additionally, they obtained a CA Insurance License with the number #0F47296, although the duration of this education is unspecified.

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Timeline

  • Vice President Of Wealth Management

    March, 2023 - present

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