Jules Mbogi brings more than 14 years of experience in international wealth management to the UN, where he heads a team of multilingual advisors. His areas of expertise include international portfolio management, investment, retirement, and estate and insurance planning. Previously, he was an advisor at Citigroup's international division.
Bank: United Nations Federal Credit Union
TPM: Raymond James
Location: New York, N.Y.
FAs manager oversees (12/31/12): 4
LBEs manager oversees (12/31/12): 0
Team production 2012: $2.4 million
Team production 2011: $15 million
Team AUM (12/2012): $171,.8 million
Team AUM (12/2011): $127.2 million
Avg. production per rep: $603,470
Years at bank: 8
Years in industry: 13
Age of program: 15 years
Sample of products: Annuities, Mutual funds, Fixed income
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