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Esteban Zuno

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Esteban Zuno

Vice President of Wealth Management | Redwood Credit Union

Napa, California, United States

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Esteban Zuno

Summary

Esteban Zuno is an accomplished Vice President of Wealth Management at Redwood Credit Union, where he leads a team of advisors dedicated to helping members achieve their financial goals. With a strong background in finance and management, Esteban has cultivated a wealth of experience in the banking and investment sectors, having held various leadership roles at major financial institutions like US Bancorp and JPMorgan Chase. His educational credentials include an Executive Certificate in Financial Planning from Loyola Marymount University, which complements his Bachelor of Business Administration in Finance and Management. Esteban is known for his strategic approach to wealth management and his ability to foster client relationships that enhance financial literacy and investment confidence. His career reflects a commitment to professional growth and a passion for empowering others in their financial journeys. Outside of work, he is likely to engage in community initiatives, reflecting his dedication to social responsibility.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Esteban Zuno

Work Experience

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Vice President of Wealth Management at

Redwood Credit Union

March 2023 - Present

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Affluent Wealth Management Market Leader, Vice President at

U.S. Bancorp Investments, Inc.

June 2022 - March 2023

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Region Manager at

U.S. Bancorp Investments, Inc.

April 2017 - May 2022

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Associate Region Manager at

U.S. Bancorp Investments, Inc.

April 2015 - April 2017

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Financial Advisor at

U.S. Bancorp Investments, Inc.

May 2012 - April 2015

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Financial Advisor, VP-Investments at

JPMorganChase

May 2009 - June 2012

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Licensed Financial Associate at

Washington Mutual Investments

January 2008 - May 2009

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Para Planner at

Ameriprise Financial Services, LLC

November 2006 - February 2008

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Esteban Zuno

Education

Loyola Marymount University

January 2009 - January 2009

Loyola Marymount University, College of Business Administration, Bachelor Of Business Administration: Finance And Management

January 2002 - January 2006

UIBE BUSINESS SCHOOL

January 2005 - January 2005

CA Insurance License #0F47296

Frequently Asked Questions about Esteban Zuno

What is Esteban Zuno email address?

Esteban Zuno's primary email address is ************@usbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Esteban Zuno work for?

Esteban Zuno is a Vice President of Wealth Management at Redwood Credit Union, a company specializing in Depository Credit Intermediation.

Where Esteban Zuno graduated from?

Esteban Zuno holds a degree in Executive Certificate Of Financial Planning Program from Loyola Marymount University.

How can I directly contact Esteban Zuno?

To contact Esteban Zuno directly, you can use the email address ************@usbank.com. Complete contact information is available upon registration with Muraena.

Who is Esteban Zuno?

Esteban Zuno is an accomplished Vice President of Wealth Management at Redwood Credit Union, where he leads a team of advisors dedicated to helping members achieve their financial goals. With a strong background in finance and management, Esteban has cultivated a wealth of experience in the banking and investment sectors, having held various leadership roles at major financial institutions like US Bancorp and JPMorgan Chase. His educational credentials include an Executive Certificate in Financial Planning from Loyola Marymount University, which complements his Bachelor of Business Administration in Finance and Management. Esteban is known for his strategic approach to wealth management and his ability to foster client relationships that enhance financial literacy and investment confidence. His career reflects a commitment to professional growth and a passion for empowering others in their financial journeys. Outside of work, he is likely to engage in community initiatives, reflecting his dedication to social responsibility.

Esteban`s contact details

mail

************@usbank.com

*****@redwoodcu.org

Colleagues

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Stephen Ward

Senior Vice President Business Services

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Forest De Jong

VP Insurance Services

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Steve Joffe

VP Consumer Lending and Lending Operations

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Susanne Miller

Senior Vice President - Head of Finance & Accounting

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Robert Eyler

Assoc Vice President, Government and Regional Relations

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Ron Felder

Chief Financial & Risk Officer

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Kimberly Williams

Founding Member

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Kristen Mahlmann

Senior Vice President, People & Strategy

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Joshua Stoltzfus

Vice President - Finance

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Erin Ewart

Vice President of Risk Management

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