Vera Feldbusch

Wealth Management Consultant

Role: Wealth Management Consultant at Members Trust Company
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Consultant
Members Trust Company
Dec 2023 — Present · Tampa, FL, US

Education

Mount Saint Mary's University
Bachelor of Science (BS), Business, Management, Marketing, and Economics
1996 — 2000
Mount Saint Mary's University
Master of Business Administration (MBA), Business, Economics, Marketing
2000 — 2002

Skills

Investments
Life & Health Insurance Licenses
Series 4
Financial Advisory
Uniform Combined State Law
Mutual Funds
Strategic Financial Planning
Retirement Planning
Finra
Series 63
Series 53
Investment Advisory
Series 66
Series 24
Series 7
Finance
Wealth Management

Contact information

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Work email
v••••••••@memberstrust.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••45

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Current company

Members Trust Company

Investment Management · 60 employees · Founded 1987 · Tampa, Florida, United States

Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.

memberstrust.com

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