Adam Takeda, CFA, has a diverse work experience spanning over a decade. Adam most recently served as the VP of Finance at San Diego County Credit Union, starting in July 2023. Prior to that, from March 2020 to June 2023, Adam worked as the Director of FP&A at Silvergate Bank.
Before joining Silvergate Bank, Adam held various roles at Union Bank. From April 2019 to March 2020, they were the VP of Financial Analysis Manager - Transaction Banking. Prior to that, they served as the VP of Financial Analysis Manager - Home Equity and Small Business from April 2016 to April 2019. Adam also worked as the AVP of Senior Financial Analyst - Unsecured Lending from April 2014 to April 2016, and as a Financial Analyst - Residential Mortgage from April 2011 to April 2014.
Adam's early career started at Mercer, where they worked as an Analyst from June 2010 to April 2011. Throughout their career, Adam has consistently demonstrated their expertise in finance and analysis, earning their CFA certification.
Adam Takeda, CFA holds a Bachelor's Degree from the University of Southern California. Adam has obtained the Chartered Financial Analyst® (CFA) Charterholder certification from the CFA Institute in July 2022.
July, 2023 - present