| Name | Title | Contact Details |
|---|---|---|
Mohammed Idrees |
Chief Information Officer | Profile |
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
We are proud to be named a 2017 Bay Area Top Workplace! This honor, awarded by the Bay Area News Group, recognizes our commitment to providing an engaging workplace along with an emphasis on career achievement. Our Executive Team works hard to nurture employee satisfaction, which is one of our core values and a key component to our success. We offer competitive salaries, an employee bonus program, and great benefits package including life insurance, a 401(k) plan with matching up to 4% and a Cash Defined Benefit Plan. In addition to a great reward and recognition program, our organization prides itself in putting on fun, family-oriented annual Employee Appreciation Dinners, bi-annual Summer Picnics and enjoyable team-building activities. As a credit union built on the motto, “People Helping People”, our employees are no different. As a proud Bronze sponsor of the American Cancer Society`s Tri-Valley Relay for Life event, our employees roll up their sleeves each year to assist with fundraising, event planning, and race day participation. Our dedicated staff can also be found supporting their favorite charities through volunteer efforts. Who We Are UNCLE Credit Union proudly serves over 22,000 members with offices in Pleasanton, Livermore (3 locations) and Tracy. We`re pleased to offer the benefits of credit union membership to anyone who lives, works, worships or attends school in the counties of Alameda, Contra Costa, San Joaquin and Stanislaus. Established in 1957, UNCLE Credit Union is a $363 million, full service financial institution. We`re known for our community involvement and for offering exceptional and friendly service. And unlike banks who must answer to their stockholders, we`re a not-for-profit cooperative organized by our members, for our members.
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