Mohammed Eid Email & Phone Number
Financial Advisor @ Wescom Credit Union
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Mohammed Eid Location
- Aliso Viejo, CA, US
Mohammed Eid Work
- 2026 -now Financial Advisor @
- 2023 -2025 Financial Advisor @
- 2023 -2025 Financial Advisor @ CUSO Financial Services/ Nuvision Credit Union
- 2020 -2023 Vice President of Investments @
- 2020 -2023 Vice President of Investment @
- 2017 -2020 Vice President - Wealth Advisor @
- 2017 -2020 Vice President Financial Services @ Citigroup
- 2013 -2017 Vice President - Private Client Advisor @ JPMorgan Chase Bank N.A.
- 2013 -2017 Vice President @
- 2010 -2011 Investment Consultant @
- 2010 -2011 Investment Advisor @ Citigroup
- 2008 -2010 AVP, Investment Specialist @
- 2008 -2010 Assistant Vice President Investment @
- 2005 -2008 Business Development Specialist @
- 2005 -2008 Senior Business Developer @
- 2003 -2004 Financial Advisor @
Mohammed Eid Education
- UC Irvine
Certification (Financial Planning and Services)
2012 - Arab Academy for Science, Technology and Maritime Transport
Bachelor of Engineering (Computer Engineering)
2001 - Arab Academy for Science, Technology and Maritime Transport
B.Eng (Computer Engineering)
Mohammed Eid Skills
- Financial Services
- Investments
- Wealth Management
- Mutual Funds
- Retirement Planning
- Portfolio Management
- Banking
- Financial Advisory
- Variable Annuities
- Series 7
- Insurance
- Returns
- Consulting
- Fixed Annuities
- Needs Analysis
- Prospects
- Books
- Sales
- Cold Calling
- Producers
- Performer
- Finance
- Introducing
- Uniform Combined State Law
- Savings
- SEP IRA
- College Savings Plans
- Merrill Lynch
- Sphere
- Management
- Atlas
- Science
- Citigroup
- Top Producer
- Egypt
- CRM
- Series 63
- New Client Prospecting
- Boston
- Hnw
- Accounting
- Qualifying Prospects
- Bonds
- Seminars
- Merchant Services
- Fusion
- Networking
- Cross Selling
- Education
- Engineering
- Supervision
- Life Insurance
- Financial Goals
- Training
- Certified Financial Planner
- Wealth
- Shares
- Loans
- Analysis
- Campaigns
- Los Angeles
- Vehicles
- Retail
- Wealth Transfer
- Private Bank
- Sequoia
- Business Development
- Series 6
- Conservative
- Customer Needs
- Active
- New Relationships
- Commercial Banking
- Social Influence
- Fdic
- Sales Trainings
- Project Planning
- Distribution Center Operations
- House
- Managed Money
- Suitability
- Responsibility
- Internal Audit
- Means
- Investment Vehicles
- Portfolio
- Orange County
- Mortgage Lending
- Referrals
- Equities
- Reactivation
- Stocks
- Client Solutions
- Risk
- Trading
- Retirement
- Computer Engineering
- Securities
- Gaps
Mohammed Eid Summary
- Mohammed Eid, based in Aliso Viejo, CA, US, is currently a Financial Advisor at Wescom Financial. Mohammed Eid brings experience from previous roles at CUSO Financial Services, CUSO Financial Services/ Nuvision Credit Union and Miramontes Capital. Mohammed Eid holds a Certification in Financial Planning and Services @ UC Irvine. With a robust skill set that includes Financial Services, Investments, Wealth Management, Mutual Funds, Retirement Planning and more. Mohammed Eid has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Wescom Credit Union Employees
Darren Williams
President and CEO
Pasadena, CA, US
Gary Kokonyan
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Victor Lopez
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Maggie Pacheco
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Stephanie Winkler
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Mark Dy-Ragos
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Jane Wood
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Albert Chang
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Keith Pipes
EVP Finance and Financial Services
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Joseph Pellissery
CIO, Head of Technology, Digital and Payments
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Adriana Welch
Senior Vice President, Branch Operations
Anaheim, CA, US
Eli Martinez
Vice President Digital Channels
California, United States
Connie Knox
President
Glendale, CA, US
Carina Hollis
Senior Vice President, General Counsel
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Ralph Guerra
President
Yorba Linda, CA, US
Hashim Forrester
SVP Head of Remote Service Delivery Operations
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Melissa Pederson
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Desigan Reddi
VP, IT Operations and Architecture
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