Credit union adds Crowell to its Investment Services team
Oregon State Credit Union adds Crowell to its Investment Services team
Investment representative Patrick Crowell has joined Oregon State Credit Union as a CFS* Financial Advisor.
Crowell moves to the credit union after a combined five years in financial planning with Waddell & Reed and Edward Jones. The graduate of Dartmouth College in New Hampshire has worked in the state of Oregon for the past 35 years.
Much of his community service has been with his church including governance and international missions. Pat has also coached and officiated youth soccer, serves as Vice President of a Citizens Involvement Organization in Tualatin and actively supports Junior Achievement curriculum and the Special Olympics Polar Plunge.
Oregon State Credit Union is a member-owned, not-for-profit financial cooperative, open to anyone who lives or works in 24 western and central Oregon counties. Learn more about Oregon State Credit Union.
* 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.