Richard Narez

Rich Narez is the Vice President of ISD Sales for Addison Avenue Investment Services, a division of First Tech Federal Credit Union. In his role, Mr. Narez staffs and oversees a sales force and support team of more than 40 employees. His responsibilities include personnel management, and various aspects of vendor relations, annual revenue planning and member interface.

A graduate of the University of California, Davis, Mr. Narez holds a bachelor of science degree in economics. His career in the financial services industry has spanned 30 years. Prior to his current role, he served for nine years in a similar capacity with The Golden 1 Credit Union. In 1998, he became part of the start-up team at Addison Avenue responsible for building an investment program dedicated to servicing the employees of such Fortune 500 companies as Hewlett-Packard and Agilent Technologies.

Over the past 13 years, Addison Avenue’s program has been nationally recognized for its sales results. Today, assets under management for the organization total more than $2 billion.