我们的 管理团队

在2013年加入Patelco之前, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. 她的职业生涯始于美国储蓄银行的兼职出纳, 在那里她晋升为零售银行业务高级副总裁. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and 首席技术官 of Health Net, 公司.

Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, 他毕业于哈佛商学院高级领导学院, 持有工商管理学士学位. 她目前担任CU Direct的董事, 担任cue的董事和财务主管, serves on the CUNA Advocacy Committee and is an executive member of the California/Nevada Wine Auction raising funds for the Children’s Miracle Network and related hospitals. 2015年和2016年, she was honored as one of the Most Influential Women in Bay Area Business and in 2017 inducted into the Forever Influential honor roll; in 2017 she was also recognized by San Francisco Business Times as one of the Most Admired CEOs 2017. She was the recipient of the American Banker – The Most Powerful Women ​in 信贷 Unions, 2022.

Before joining Patelco, she served as VP of Human 资源 at CoreLogic for the Data & 分析部门. 在CoreLogic之前, 苏珊是五三银行的人力资源副总裁, where she led Human 资源 for the Processing Solutions and Investment Advisors business lines.

Susan拥有加州大学洛杉矶分校的文学学士学位, is a Certified Innovation Executive from the Stanford University Graduate School of Business, HBX颠覆性战略 & 哈佛商学院可持续商业战略证书.

Melissa的丰富经验包括在Savant 公司 .担任管理合伙人., a national high-tech professional services corporation, and ten years with Wells Fargo. 在富国银行, 梅丽莎担任过包括高级副总裁在内的多个高级职位, Affluent Customer Segment Manager; SVP, Customer Experience Manager; and SVP, 业务经理/消费信贷. 除了在富国银行担任高级职务之外, 梅丽莎是花旗集团的高级副总裁, 网络营销 & 美国合作伙伴和副总裁，区域零售分公司和呼叫中心经理.

Melissa has a Bachelor of Science in Economics and International Management from Oklahoma State University, 在哥伦比亚大学完成了研究生阶段的经济学课程, 持有第七系列的执照.

Rolly held several executive level positions at MUFG Union Bank and Washington Mutual and most recently was EVP and chief financial officer of Accion Opportunity Fund, a nonprofit community development financial institution focused on providing small business loans and technical assistance to entrepreneurs who are women, 有色人种, 或者中低收入.

Richard received his undergraduate degree from Williams 大学 and his MBA from Columbia Business School.

Kal leads the teams responsible for enterprise application development and engineering, 数据治理和体系结构, 运营和基础设施, 信息安全, project management and the integration and conversion of systems in support of Patelco’s strategic plan and priorities. He also sets the strategic direction for technology and technical operations to support Patelco’s financial health and wellbeing mission and commitment to our members.

她在金融服务监管合规方面拥有丰富的经验, 复杂的商业交易, 公司事务, 她的专业领域包括法规遵从, 商业技术交易, 公司法, 许可, 劳动与就业, M&A、数据隐私和风险管理. 安吉拉被认可并被授予2022年女性影响力奖 & 在内部法律顾问-合作领导组别中获得权力法奖.

David joined Patelco after more than 25 years of experience in financial services and professional auditing firms. 加入Patelco之前, 大卫是执行副总裁, 西部银行零售银行部审计监督主管. He has also held audit and quality assurance roles at BlackRock and Charles Schwab. 在他所有的角色中, David has brought clarity and definition to processes that have been new or needed redesigning, and he has a strong reputation for simplifying complex concepts and making them actionable. David has Master’s and Bachelor’s degrees in Business Administration and Accounting.

在2013年加入Patelco之前, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. 她的职业生涯始于美国储蓄银行的兼职出纳, 在那里她晋升为零售银行业务高级副总裁. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and 首席技术官 of Health Net, 公司.

Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, 他毕业于哈佛商学院高级领导学院, 持有工商管理学士学位. 她目前担任CU Direct的董事, 担任cue的董事和财务主管, serves on the CUNA Advocacy Committee and is an executive member of the California/Nevada Wine Auction raising funds for the Children’s Miracle Network and related hospitals. 2015年和2016年, she was honored as one of the Most Influential Women in Bay Area Business and in 2017 inducted into the Forever Influential honor roll; in 2017 she was also recognized by San Francisco Business Times as one of the Most Admired CEOs 2017. She was the recipient of the American Banker – The Most Powerful Women ​in 信贷 Unions, 2022.