Role and Company
Business Loan Officer/Certified Financial Planner, Whatcom Educational Credit Union
Expertise
30 years experience in financial services
Location
Lynden, WA
About Ed
My degree was in Finance and Real Estate. I have been in the financial services sector for 30 years. 28 of those with a national bank (Key Bank) and most recently with a community credit union. I have previously held positions as a wealth management advisor and Certified Financial Planner. I currently assist small businesses with their lending needs. I enjoy mentoring people in their careers.
Ed has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
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Ed's Recent Answers
7 years ago
What are some suggestion on getting your small business out to the masses?
Thanks for your bravery in starting a small business! It's the backbone of our economy. My suggestion is to look...
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7 years ago
Could use some guidance on networking in a new city!
Sarah, lots of good advise from previous comments. As a former financial advisor I found one of the best sources...
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8 years ago
Any advice on online networking?
John:
I would recommend you pursue people in careers you are interested in and ask if they might answer a...
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8 years ago
Any suggestions/advice for building a civilian resume for the business world?
Shane, besides all the great advice you received for developing your resume I would suggest you find some opportunities to...
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