JON DAVIS PROMOTED TO VICE PRESIDENT OF INVESTMENT AND RETIREMENT SERVICES
iQ CREDIT UNION PROMOTES JON DAVIS TO VICE PRESIDENT OF INVESTMENT AND RETIREMENT SERVICES
Vancouver, Wash.—iQ Credit Union has promoted Jon Davis to vice president of Investment and Retirement Services, recognizing his excellent work in the department as the program manager for the past four years. Davis’ career at iQ started in 2004 when he became a member service officer. He later grew his expertise in Investment and Retirement Services where he worked for eight years, being recognized from 2011-2013 as one of the Top Ten Financial Advisors among the Cetera West Region.
Davis has demonstrated his passion for increasing benefits to members as part of the financial planning process. As program manager for Investment and Retirement Services, he initiated a campaign to individualize the member experience, while bringing in technological tools that offer members convenience and efficiency. The group takes a “goals-based” approach to helping members achieve their financial goals, primarily centered around retirement planning, investing and life insurance. Davis was instrumental in migrating the department to a new broker-dealer, leveraging their platform to help members access technological tools and support.
About iQ Credit Union
iQ Credit Union is a full-service financial institution serving the Northwest since 1940. With more than 80,000 members and a recent move into the Portland market, the credit union is known for its deep commitment to financial education and community engagement. Whether it’s iQ’s signature red and black Buffalo plaid colors or its involvement in the community, the credit union has left a positive lasting impression in Washington and Oregon. iQ is known for helping WAnderers and explORers reach their financial goals by offering honest and friendly advice at any of its 15 branches. More information is available at .
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