Redwood Credit Union SVP Named as Top 20 Program Manager

Santa Rosa, CA— Michael Gradl, Redwood Credit Union’s (RCU’s) Senior Vice President of Wealth Management, was named one of the Top 20 Program Managers in the nation by Bank Investment Consultant magazine, a national publication serving the investment and wealth management industries. Managers were selected based on their style of management and success in growing their investment program, and ranked based on average production per advisor on their team. Gradl was one of only two credit union program managers recognized among leaders from banks and investment firms.

Gradl’s philosophy is “without a road map, you’re relying on luck to get you to your destination.” He encourages RCU’s Advisors to incorporate the road map concept when working with Members, to help illustrate the value of a solid investment plan to help Members achieve their long-term goals.

“We are extremely proud of Michael and his leadership of our investment team, particularly as they have helped Members during the recent months of economic challenge,” said Anne Benjamin, RCU’s Executive Vice President & Chief Operations Officer. “Providing financial planning services to our Members is part of our holistic approach to financial wellness, and being named among the top performers nationally makes us feel we are truly helping our Members achieve their financial goals and dreams,” Benjamin added.

Michael Gradl has managed RCU’s investment services since 2005. He has more than 18 years experience in the financial services industry and over 20 years experience in sales. He holds a Bachelor’s degree in Business Administration and Organizational Communications/Marketing from the University of Akron.

Founded in 1950, RCU is a full-service financial cooperative, offering competitive financial products and services to fulfill consumer and small business financial needs, including checking and savings accounts, to consumer and mortgage lending, deposits, investments and more. The Credit Union also offers insurance products and discount auto buying. Anyone living or working in the North Bay and San Francisco can benefit from becoming a Member of Redwood Credit Union, which currently serves 200,000 Members and has nearly $2 billion in assets. RCU has 18 branch locations from San Francisco to Ukiah. For more information, please call (707) 545-4000, toll-free at1 (800) 479-7928, or visit www.redwoodcu.org.

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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.

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