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Teo Trandafir

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Teo Trandafir

VP of Wealth Management | UW Credit Union

Madison, Wisconsin, United States

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Teo Trandafir

Summary

Teo Trandafir is an accomplished financial professional with extensive experience in wealth management and investment services. Currently serving as the VP of Wealth Management at UW Credit Union, Teo has a proven track record in leading investment programs and providing advisory services. He has held various roles in the financial sector, including positions at Partners Federal Credit Union and KWB Wealth, where he honed his expertise in managing investment portfolios and compliance with regulatory standards. Teo's educational background includes an MBA in Finance from the University of Redlands and a BS in International Business from California State University-San Bernardino. He is known for his strong leadership skills and ability to navigate complex financial landscapes. Teo is also a registered principal with multiple industry certifications, showcasing his commitment to professional development and excellence in service delivery. His diverse experience spans both corporate and non-profit sectors, making him a versatile asset in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Teo Trandafir

Work Experience

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VP of Wealth Management at

UW Credit Union

December 2016 - Present

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AVP at

Partners Federal Credit Union

February 2007 - December 2016

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Business Manager at

KWB Wealth

January 2005 - January 2006

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Associate Consultant at

Financial Registrations

April 2004 - November 2004

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Operations Manager at

Arrowhead Credit Union

March 2000 - March 2004

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Teo Trandafir

Education

University of Redlands, Mba

January 2008 - January 2010

California State University, San Bernardino, Bs International Business

January 1997 - January 2001

Frequently Asked Questions about Teo Trandafir

What is Teo Trandafir email address?

Teo Trandafir's primary email address is *************@uwcu.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Teo Trandafir work for?

Teo Trandafir is a VP of Wealth Management at UW Credit Union, a company specializing in National commercial banks.

Where Teo Trandafir graduated from?

Teo Trandafir holds a degree in Finance from University of Redlands.

How can I directly contact Teo Trandafir?

To contact Teo Trandafir directly, you can use the email address *************@uwcu.org. Complete contact information is available upon registration with Muraena.

Who is Teo Trandafir?

Teo Trandafir is an accomplished financial professional with extensive experience in wealth management and investment services. Currently serving as the VP of Wealth Management at UW Credit Union, Teo has a proven track record in leading investment programs and providing advisory services. He has held various roles in the financial sector, including positions at Partners Federal Credit Union and KWB Wealth, where he honed his expertise in managing investment portfolios and compliance with regulatory standards. Teo's educational background includes an MBA in Finance from the University of Redlands and a BS in International Business from California State University-San Bernardino. He is known for his strong leadership skills and ability to navigate complex financial landscapes. Teo is also a registered principal with multiple industry certifications, showcasing his commitment to professional development and excellence in service delivery. His diverse experience spans both corporate and non-profit sectors, making him a versatile asset in the financial industry.

Teo`s contact details

mail

*************@uwcu.org

****************@partnersfcu.org

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