Members United Corporate FCU
Industry: Company
DescriptionFounded: 1979 Subsidiaries: Balance Sheet Solutions LLC, Membertrade Advisory Services, Llc
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Members United Corporate FCU Employees
Employee
Years
Job
Industry
Carol Sigman, CPA, CISA, CRMA Carol Sigman, CPA, CISA, CRMA's Members United Corporate FCU Experience 1987 - 1989
Job SVP Director of Regulatory Affairs at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank June 2014 - Present
Fifth Third Bank July 2007 - June 2014
Health Alliance January 2006 - July 2007
Ernst & Young August 2004 - December 2005
Freddie Mac April 2000 - May 2003
Cotton & Company LLP 1994 - 2000
Mid-Atlantic Corporate Federal Credit Union 1989 - 1993
Members United Corporate FCU 1987 - 1989
Skills
Comprehensive Capital..., Internal Capital..., Model Risk Management, Enterprise Risk..., Sarbanes-Oxley, Risk and Control Self..., ERM Assessment, Sarbanes-Oxley Act, Auditing, Internal Audit, Credit, Accounting, Financial Services, Risk Assessment, Treasury Management, Management, Finance, Leadership
Education
Indiana University - Kelley School of Business
BS, Major - Finance; Minor - Psychology
The George Washington University
MBA, Accounting
Fifth Third Bank June 2014 - Present
Fifth Third Bank July 2007 - June 2014
Health Alliance January 2006 - July 2007
Ernst & Young August 2004 - December 2005
Freddie Mac April 2000 - May 2003
Cotton & Company LLP 1994 - 2000
Mid-Atlantic Corporate Federal Credit Union 1989 - 1993
Members United Corporate FCU 1987 - 1989
Skills
Comprehensive Capital..., Internal Capital..., Model Risk Management, Enterprise Risk..., Sarbanes-Oxley, Risk and Control Self..., ERM Assessment, Sarbanes-Oxley Act, Auditing, Internal Audit, Credit, Accounting, Financial Services, Risk Assessment, Treasury Management, Management, Finance, Leadership
Education
Indiana University - Kelley School of Business
BS, Major - Finance; Minor - Psychology
The George Washington University
MBA, Accounting
Christine Vincent Christine Vincent's Members United Corporate FCU Experience April 2001 - July 2009
Job Compliance Associate at BVS Performance Solutions
Industry E-Learning
Experience
BVS Performance Solutions November 2009 - Present
Members United Corporate FCU April 2001 - July 2009
eFunds May 1999 - June 2000
Fiserv 1997 - 1999
Citibank 1990 - 1995
First United State Credit Union 1988 - 1990
Skills
Compliance, Business Continuity, Account Management, ACH, Project Management, Payments, Business Impact Analysis, Financial Risk, Risk Management, Banking, Business Analysis, Team Building, Strategic Planning, Change Management, Writing, Editing, Sales, Leadership, Mergers & Acquisitions, CRM, E-Learning, Financial Services
Education
University of Phoenix 1993 — 1996
MBA, Business Administration
Northern Arizona University
Bachelor of Science, Education
BVS Performance Solutions November 2009 - Present
Members United Corporate FCU April 2001 - July 2009
eFunds May 1999 - June 2000
Fiserv 1997 - 1999
Citibank 1990 - 1995
First United State Credit Union 1988 - 1990
Skills
Compliance, Business Continuity, Account Management, ACH, Project Management, Payments, Business Impact Analysis, Financial Risk, Risk Management, Banking, Business Analysis, Team Building, Strategic Planning, Change Management, Writing, Editing, Sales, Leadership, Mergers & Acquisitions, CRM, E-Learning, Financial Services
Education
University of Phoenix 1993 — 1996
MBA, Business Administration
Northern Arizona University
Bachelor of Science, Education
Karen Steen Karen Steen's Members United Corporate FCU Experience September 1993 - September 2001
Job Information Technology, Banking
Industry Information Technology and Services
Experience
Motorola Employees Credit Union May 2011 - November 2011
Argonne Credit Union December 2001 - August 2010
Members United Corporate FCU September 1993 - September 2001
Oak Brook Bank January 1990 - January 1992
Oak Brook Bank January 1988 - January 1990
Skills
Software Support, Business Analysis, System Administration, SQL Query & Reporting, Payment Systems, Financial Software..., Credit Union Operations, Bank Department..., Electronic Services, IT Systems..., Fiserv systems, Account Management, Services Delivery, Customer Service, Enterprise Software, Program Management, Project Management, Leadership
Education
Stanford University 1980 — 1984
Bachelor's degree, Human Biology
Glenbard West High School
Honors
Motorola Employees Credit Union May 2011 - November 2011
Argonne Credit Union December 2001 - August 2010
Members United Corporate FCU September 1993 - September 2001
Oak Brook Bank January 1990 - January 1992
Oak Brook Bank January 1988 - January 1990
Skills
Software Support, Business Analysis, System Administration, SQL Query & Reporting, Payment Systems, Financial Software..., Credit Union Operations, Bank Department..., Electronic Services, IT Systems..., Fiserv systems, Account Management, Services Delivery, Customer Service, Enterprise Software, Program Management, Project Management, Leadership
Education
Stanford University 1980 — 1984
Bachelor's degree, Human Biology
Glenbard West High School
Honors
L. David Wilson, MBA L. David Wilson, MBA's Members United Corporate FCU Experience June 1999 - May 2002
Job Consultant Corporate Finance at Humana
Industry Real Estate
Experience
Humana January 2013 - Present
Yazaki North America June 2011 - January 2013
White Clay Consulting 2009 - 2010
New Covenant Trust Company July 2005 - March 2009
Balance Sheet Solutions, LLC May 2002 - April 2005
Members United Corporate FCU June 1999 - May 2002
Skills
Financial Analysis, Forecasting, Analysis, Financial Reporting, Process Improvement, Business Strategy, Budgets, Microsoft Office, Microsoft Excel, Microsoft SQL Server..., SAP, Cost Analysis, Budgeting, PowerPoint, Investments, Customer Relations, Strategic Planning, Problem Solving, Word, Financial Modeling, Research, Data Analysis, Compliance, Risk Management, Portfolio Management, SQL, Process Engineering, Account Management, Market Analysis, Market Research, MBA, Presentations, MS Excel Pivot Tables, Tableau, Capital Budgeting, Oracle Projects, Mutual Funds, Bloomberg, Variance Analysis, Financial Statements, Strategic Financial..., Cash Management, Corporate Finance, Asset Allocation, Fixed Income, Oracle Fixed Assets, Fixed Asset Depreciation, Hyperion Financial..., Essbase, Finance
Education
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Transylvania University 1988 — 1993
Bachelors, Business Administration - Finance
Humana January 2013 - Present
Yazaki North America June 2011 - January 2013
White Clay Consulting 2009 - 2010
New Covenant Trust Company July 2005 - March 2009
Balance Sheet Solutions, LLC May 2002 - April 2005
Members United Corporate FCU June 1999 - May 2002
Skills
Financial Analysis, Forecasting, Analysis, Financial Reporting, Process Improvement, Business Strategy, Budgets, Microsoft Office, Microsoft Excel, Microsoft SQL Server..., SAP, Cost Analysis, Budgeting, PowerPoint, Investments, Customer Relations, Strategic Planning, Problem Solving, Word, Financial Modeling, Research, Data Analysis, Compliance, Risk Management, Portfolio Management, SQL, Process Engineering, Account Management, Market Analysis, Market Research, MBA, Presentations, MS Excel Pivot Tables, Tableau, Capital Budgeting, Oracle Projects, Mutual Funds, Bloomberg, Variance Analysis, Financial Statements, Strategic Financial..., Cash Management, Corporate Finance, Asset Allocation, Fixed Income, Oracle Fixed Assets, Fixed Asset Depreciation, Hyperion Financial..., Essbase, Finance
Education
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Transylvania University 1988 — 1993
Bachelors, Business Administration - Finance
Kim Perkins Kim Perkins's Members United Corporate FCU Experience June 2007 - October 2011
Job at
Industry Banking
Experience
Alloya Corporate FCU May 2015 - Present
Alloya Corporate FCU September 2014 - May 2015
Alloya Corporate FCU October 2011 - September 2014
Members United Corporate FCU June 2007 - October 2011
Empire Corporate FCU 2002 - May 2007
Empire Corporate FCU 2000 - 2002
Empire Corporate FCU February 1997 - 2000
Skills
Call Centers, Customer Service, Banking, Team Building, Leadership, Process Improvement, Customer Experience, Business Analysis, Performance Management, CRM, Training, Financial Services, Management
Education
Hudson Valley Community College 1994 — 1996
Business-Marketing
Alloya Corporate FCU May 2015 - Present
Alloya Corporate FCU September 2014 - May 2015
Alloya Corporate FCU October 2011 - September 2014
Members United Corporate FCU June 2007 - October 2011
Empire Corporate FCU 2002 - May 2007
Empire Corporate FCU 2000 - 2002
Empire Corporate FCU February 1997 - 2000
Skills
Call Centers, Customer Service, Banking, Team Building, Leadership, Process Improvement, Customer Experience, Business Analysis, Performance Management, CRM, Training, Financial Services, Management
Education
Hudson Valley Community College 1994 — 1996
Business-Marketing
Danielle V. Roberts Danielle V. Roberts's Members United Corporate FCU Experience October 2006 - June 2008
Job HR Representative at Albany International
Industry Research
Experience
Albany International Corp. March 2015 - Present
YOH-GE Global Research Center March 2010 - March 2015
Rensselaer Polytechnic Institute 2008 August 2008 - January 2009
Members United Corporate FCU October 2006 - June 2008
Goldstien Auto 2004 - 2008
BTS Staffing October 2002 - October 2006
Skills
Employee Relations, Technical Recruiting, Benefits Administration, Ability to develop..., BrassRing, E-verify, Talent Acquisition, Understanding of Visa..., Interviews, Day 1 Orientation, Customer Service, OFCCP, Recruiting, Oracle HR, Microsoft Office, Human Resources, HRIS, Social Recruiting, Functions, E-Verify, Process Improvement, Applicant Tracking..., Onboarding, New Hire Orientations, HR Policies, Training, Temporary Placement, Leadership, Policy, FMLA, Management, Hiring, Employee Benefits, Team Leadership
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Management
Albany International Corp. March 2015 - Present
YOH-GE Global Research Center March 2010 - March 2015
Rensselaer Polytechnic Institute 2008 August 2008 - January 2009
Members United Corporate FCU October 2006 - June 2008
Goldstien Auto 2004 - 2008
BTS Staffing October 2002 - October 2006
Skills
Employee Relations, Technical Recruiting, Benefits Administration, Ability to develop..., BrassRing, E-verify, Talent Acquisition, Understanding of Visa..., Interviews, Day 1 Orientation, Customer Service, OFCCP, Recruiting, Oracle HR, Microsoft Office, Human Resources, HRIS, Social Recruiting, Functions, E-Verify, Process Improvement, Applicant Tracking..., Onboarding, New Hire Orientations, HR Policies, Training, Temporary Placement, Leadership, Policy, FMLA, Management, Hiring, Employee Benefits, Team Leadership
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Management
Barbara Carson Barbara Carson's Members United Corporate FCU Experience December 2010 - February 2011
Job Detail Oriented|Project Manager|Business Continuity Manager
Industry Information Technology and Services
Experience
Members United Corporate FCU December 2010 - February 2011
Constitution Corporate Federal Credit Union December 2007 - November 2010
Constitution Corporate Federal Credit Union January 1997 - January 2007
Constitution Corporate Federal Credit Union January 1994 - January 1995
Education
University of New Haven 1978 — 1988
MBA
Valparaiso University 1977 — 1981
B.S, Mathematics, Computer Science
Members United Corporate FCU December 2010 - February 2011
Constitution Corporate Federal Credit Union December 2007 - November 2010
Constitution Corporate Federal Credit Union January 1997 - January 2007
Constitution Corporate Federal Credit Union January 1994 - January 1995
Education
University of New Haven 1978 — 1988
MBA
Valparaiso University 1977 — 1981
B.S, Mathematics, Computer Science
Amy Piche Amy Piche's Members United Corporate FCU Experience 2004 - July 2006
Job Account Executive at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC February 2006 - Present
Members United Corporate FCU 2004 - July 2006
Hudson River Bank and Trust Company September 2002 - February 2004
United States Air Force 1995 - 1999
Skills
Credit Unions, Banking, Investments, ALM, Financial Analysis, Risk Management, Portfolio Management, Credit, Cash Management, Financial Modeling, Fixed Income, Financial Services, Asset Management, Bloomberg, Accounting, Finance
Education
State University of New York at Albany 1999 — 2002
BS, Accounting
Western New England College 1996 — 1999
AS, Financial Management
Balance Sheet Solutions, LLC February 2006 - Present
Members United Corporate FCU 2004 - July 2006
Hudson River Bank and Trust Company September 2002 - February 2004
United States Air Force 1995 - 1999
Skills
Credit Unions, Banking, Investments, ALM, Financial Analysis, Risk Management, Portfolio Management, Credit, Cash Management, Financial Modeling, Fixed Income, Financial Services, Asset Management, Bloomberg, Accounting, Finance
Education
State University of New York at Albany 1999 — 2002
BS, Accounting
Western New England College 1996 — 1999
AS, Financial Management
Vic Vrigian Vic Vrigian's Members United Corporate FCU Experience June 2006 - October 2011
Job First Vice President at Alloya Corporate FCU
Industry Banking
Experience
Alloya Corporate FCU November 2013 - Present
Alloya Corporate FCU October 2011 - Present
Members United Corporate FCU June 2006 - October 2011
Empire Corporate FCU 2001 - 2006
Fleet Bank 1995 - December 1999
Northeast Savings 1977 - 1995
Skills
Credit Unions, Banking, Financial Services, Loans, Credit, Strategy, Sales, Payments, Public Relations, Marketing, Marketing Strategy, Mergers, Leadership, Retail Banking, Branch Administration, Marketing Management, Corporate Communications, Executive Management, Business Planning, Business Development, Business Strategy, Risk Management, Mergers & Acquisitions, Product Management, Strategic Planning, Team Leadership, Public Speaking, Business Continuity
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
Alloya Corporate FCU November 2013 - Present
Alloya Corporate FCU October 2011 - Present
Members United Corporate FCU June 2006 - October 2011
Empire Corporate FCU 2001 - 2006
Fleet Bank 1995 - December 1999
Northeast Savings 1977 - 1995
Skills
Credit Unions, Banking, Financial Services, Loans, Credit, Strategy, Sales, Payments, Public Relations, Marketing, Marketing Strategy, Mergers, Leadership, Retail Banking, Branch Administration, Marketing Management, Corporate Communications, Executive Management, Business Planning, Business Development, Business Strategy, Risk Management, Mergers & Acquisitions, Product Management, Strategic Planning, Team Leadership, Public Speaking, Business Continuity
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
Indra Woods Indra Woods's Members United Corporate FCU Experience December 2004 - November 2006
Job Attended Harriosn College
Industry Accounting
Experience
Indiana Professional Licensing Agency June 2007 - February 2011
Westaff Personnel Staffing Service April 2007 - June 2007
Members United Corporate FCU December 2004 - November 2006
National City Bank June 1998 - June 2004
Skills
Banking, Loans
Education
Harrison College
Bachelor's degree, Accounting
Harrison College
Associate of Science, Accounting
Harrison College
Indiana Professional Licensing Agency June 2007 - February 2011
Westaff Personnel Staffing Service April 2007 - June 2007
Members United Corporate FCU December 2004 - November 2006
National City Bank June 1998 - June 2004
Skills
Banking, Loans
Education
Harrison College
Bachelor's degree, Accounting
Harrison College
Associate of Science, Accounting
Harrison College
Lynn Urbanek Lynn Urbanek's Members United Corporate FCU Experience May 2006 - May 2011
Job Manager, Call Center Operations VSoft Corp
Industry Computer Software
Experience
VSoft Corporation May 2011 - Present
Members United Corporate FCU May 2006 - May 2011
Indiana Members Credit Union August 1985 - March 2005
Skills
Banking, Project Management, Strategic Planning, Payments, Disaster Recovery, Process Improvement, SQL, Microsoft Office, Customer Service, Microsoft Excel, Employee Relations, ACH, Call Centers
Education
University of Indianapolis
Accounting
VSoft Corporation May 2011 - Present
Members United Corporate FCU May 2006 - May 2011
Indiana Members Credit Union August 1985 - March 2005
Skills
Banking, Project Management, Strategic Planning, Payments, Disaster Recovery, Process Improvement, SQL, Microsoft Office, Customer Service, Microsoft Excel, Employee Relations, ACH, Call Centers
Education
University of Indianapolis
Accounting
Joseph Herbst Joseph Herbst's Members United Corporate FCU Experience July 2006 - September 2010
Job Chief Strategic Officer at Affinity FCU
Industry Banking
Experience
Affinity FCU January 2012 - Present
CUMAnet, LLC November 2010 - December 2011
Members United Corporate FCU July 2006 - September 2010
Empire Corporate FCU July 1996 - June 2006
Empire Corporate FCU November 1990 - June 1996
Empire Corporate FCU March 1986 - October 1990
Albany Savings Bank January 1978 - March 1986
Skills
Mergers, Leadership, Strategy, Management, Loans, Strategic Planning, Analysis, Mergers & Acquisitions, Budgets, Credit, Executive Management, Portfolio Management, Business Analysis, Financial Analysis, Credit Unions, Change Management, Operations Management, Team Building, Finance, Negotiation, Banking, Financial Services, Vendor Management, Business Planning, Risk Management, Process Improvement, Business Strategy, Financial Institutions, Investments, Commercial Lending, Cash Management, Business Development, Consumer Lending, Financial Modeling, Strategic Financial..., Credit Risk, Financial Risk, Credit Analysis, ALM, Payments, Small Business Lending, ACH, Asset Management, Mortgage Lending, Interest Rate Risk..., Commercial Mortgages, Debit Cards, Commercial Banking, Loan Origination, Credit Cards
Education
Siena College 1988 — 1994
Bachlors of Science, Finance
Affinity FCU January 2012 - Present
CUMAnet, LLC November 2010 - December 2011
Members United Corporate FCU July 2006 - September 2010
Empire Corporate FCU July 1996 - June 2006
Empire Corporate FCU November 1990 - June 1996
Empire Corporate FCU March 1986 - October 1990
Albany Savings Bank January 1978 - March 1986
Skills
Mergers, Leadership, Strategy, Management, Loans, Strategic Planning, Analysis, Mergers & Acquisitions, Budgets, Credit, Executive Management, Portfolio Management, Business Analysis, Financial Analysis, Credit Unions, Change Management, Operations Management, Team Building, Finance, Negotiation, Banking, Financial Services, Vendor Management, Business Planning, Risk Management, Process Improvement, Business Strategy, Financial Institutions, Investments, Commercial Lending, Cash Management, Business Development, Consumer Lending, Financial Modeling, Strategic Financial..., Credit Risk, Financial Risk, Credit Analysis, ALM, Payments, Small Business Lending, ACH, Asset Management, Mortgage Lending, Interest Rate Risk..., Commercial Mortgages, Debit Cards, Commercial Banking, Loan Origination, Credit Cards
Education
Siena College 1988 — 1994
Bachlors of Science, Finance
Rick Goluszka Rick Goluszka's Members United Corporate FCU Experience June 2008 - December 2008
Job Regional Director at Illinois Credit Union System
Industry Financial Services
Experience
Illinois Credit Union League May 2011 - Present
Thillens Courier March 2009 - May 2011
Members United Corporate FCU June 2008 - December 2008
Members United Corporate FCU September 2004 - June 2008
Members United Corporate FCU March 1996 - September 2004
Members United Corporate FCU July 1991 - March 1996
Members United Corporate FCU February 1990 - July 1991
Members United Corporate FCU September 1989 - February 1990
Skills
Strategic Planning, Business Planning, Credit Unions, Territory Management, Sales, CRM, Account Management, Management, Training, Selling, Financial Services, Strategy, Banking, Relationship Management, Risk Management, Executive Management, Credit, Loans, Sales Force Development, Business Development, Call Centers, Finance, Investments, Portfolio Management, Leadership, Commercial Lending
Education
Elmhurst College 1985 — 1989
Illinois Credit Union League May 2011 - Present
Thillens Courier March 2009 - May 2011
Members United Corporate FCU June 2008 - December 2008
Members United Corporate FCU September 2004 - June 2008
Members United Corporate FCU March 1996 - September 2004
Members United Corporate FCU July 1991 - March 1996
Members United Corporate FCU February 1990 - July 1991
Members United Corporate FCU September 1989 - February 1990
Skills
Strategic Planning, Business Planning, Credit Unions, Territory Management, Sales, CRM, Account Management, Management, Training, Selling, Financial Services, Strategy, Banking, Relationship Management, Risk Management, Executive Management, Credit, Loans, Sales Force Development, Business Development, Call Centers, Finance, Investments, Portfolio Management, Leadership, Commercial Lending
Education
Elmhurst College 1985 — 1989
Chuck Gulledge | MBA Chuck Gulledge | MBA's Members United Corporate FCU Experience February 2005 - October 2011
Job Executive and Business Coaching | Strategic Momentum | Leadership
Industry Professional Training & Coaching
Experience
Chuck Gulledge Advisors June 2014 - Present
OnApproach January 2013 - June 2014
Balance Sheet Solutions, LLC October 2011 - December 2012
Members United Corporate FCU February 2005 - October 2011
Wachovia Securities, LLC January 1999 - November 2004
Arthur Andersen February 1990 - 1995
Sears Holdings Corporation January 1988 - November 1990
Skills
Executive Coaching, Business Performance..., Leadership Development, Strategic Planning, Team Facilitation, Coaching, Team Building, Banking, Business Development, Credit Unions, Financial Institutions, Sales, Executive Management, Strategy, Financial Analysis, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
Illinois College 1981 — 1985
BS, Accounting/Economics
Chuck Gulledge Advisors June 2014 - Present
OnApproach January 2013 - June 2014
Balance Sheet Solutions, LLC October 2011 - December 2012
Members United Corporate FCU February 2005 - October 2011
Wachovia Securities, LLC January 1999 - November 2004
Arthur Andersen February 1990 - 1995
Sears Holdings Corporation January 1988 - November 1990
Skills
Executive Coaching, Business Performance..., Leadership Development, Strategic Planning, Team Facilitation, Coaching, Team Building, Banking, Business Development, Credit Unions, Financial Institutions, Sales, Executive Management, Strategy, Financial Analysis, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
Illinois College 1981 — 1985
BS, Accounting/Economics
Ron Metsker's Members United Corporate FCU Experience May 1989 - June 1996
Job Vice President, Account Management at PSCU
Industry Banking
Experience
PSCU February 2015 - Present
PSCU June 2014 - February 2015
Credit Union Card Center June 1996 - June 2014
Members United Corporate FCU May 1989 - June 1996
First Merchants Corporation May 1982 - May 1989
Skills
Microsoft Office, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Credit Unions, Operations Management, Executive Management, Vendor Management, Loans, Team Building
Education
Indiana Wesleyan University
Bachelor of Science, Management
PSCU February 2015 - Present
PSCU June 2014 - February 2015
Credit Union Card Center June 1996 - June 2014
Members United Corporate FCU May 1989 - June 1996
First Merchants Corporation May 1982 - May 1989
Skills
Microsoft Office, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Credit Unions, Operations Management, Executive Management, Vendor Management, Loans, Team Building
Education
Indiana Wesleyan University
Bachelor of Science, Management
Michael Ensweiler's Members United Corporate FCU Experience October 2007 - December 2008
Job Managing Director, Business Development at ALM First Financial Advisors
Industry Financial Services
Experience
ALM First Financial Advisors January 2009 - Present
Members United Corporate FCU October 2007 - December 2008
Scuba Fantaseas, Inc. July 2004 - April 2007
Mid-States Corporate FCU March 1995 - July 2004
Minnesota Corporate Federal Credit Union 1995 - 2002
CU Recovery, Inc. March 1994 - March 1995
Minne-Mine Credit Union September 1992 - March 1994
American National Bank of DeKalb County 1992 - 1992
Skills
Credit Unions, Risk Management, Investments, Financial Institutions, ALM, Financial Services, Human Resources, Banking, Marketing Strategy, Credit, Loans, Business Development, Consumer Lending, Mortgage Lending, Management, Portfolio Management, Strategy, Finance, Mergers & Acquisitions, Executive Management, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Valuation, Credit Risk, Capital Markets, Cash Management, Derivatives
Education
Northern Illinois University 1987 — 1991
BA
Edgewood HS
St. Viator
ALM First Financial Advisors January 2009 - Present
Members United Corporate FCU October 2007 - December 2008
Scuba Fantaseas, Inc. July 2004 - April 2007
Mid-States Corporate FCU March 1995 - July 2004
Minnesota Corporate Federal Credit Union 1995 - 2002
CU Recovery, Inc. March 1994 - March 1995
Minne-Mine Credit Union September 1992 - March 1994
American National Bank of DeKalb County 1992 - 1992
Skills
Credit Unions, Risk Management, Investments, Financial Institutions, ALM, Financial Services, Human Resources, Banking, Marketing Strategy, Credit, Loans, Business Development, Consumer Lending, Mortgage Lending, Management, Portfolio Management, Strategy, Finance, Mergers & Acquisitions, Executive Management, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Valuation, Credit Risk, Capital Markets, Cash Management, Derivatives
Education
Northern Illinois University 1987 — 1991
BA
Edgewood HS
St. Viator
Sofia Qano Sofia Qano's Members United Corporate FCU Experience September 2007 - January 2011
Job Analyst, BSA Compliance
Industry Banking
Experience
Members United Corporate FCU September 2007 - January 2011
Insurance Plus June 2005 - May 2006
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Services, Mergers & Acquisitions, Analysis, Banking, Accounting
Education
College of DuPage 2007 — 2010
Advanced Accounting Certificate, Accounting
DePaul University 2000 — 2003
BA Science, Psychology
Members United Corporate FCU September 2007 - January 2011
Insurance Plus June 2005 - May 2006
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Services, Mergers & Acquisitions, Analysis, Banking, Accounting
Education
College of DuPage 2007 — 2010
Advanced Accounting Certificate, Accounting
DePaul University 2000 — 2003
BA Science, Psychology
Sandra Gingell Sandra Gingell's Members United Corporate FCU Experience January 2006 - May 2007
Job Contract Specialist at CGI
Industry Information Technology and Services
Experience
CGI May 2007 - Present
Members United Corporate FCU January 2006 - May 2007
Members United Corporate FCU January 2001 - January 2006
Education
SUNY Empire State College 2003 — 2008
Bachelor of Science, Business Management and Economics with area of interest Information Systems
Katharine Gibbs Secretarial School
Certified, Executive Assistant/Executive Secretary
CGI May 2007 - Present
Members United Corporate FCU January 2006 - May 2007
Members United Corporate FCU January 2001 - January 2006
Education
SUNY Empire State College 2003 — 2008
Bachelor of Science, Business Management and Economics with area of interest Information Systems
Katharine Gibbs Secretarial School
Certified, Executive Assistant/Executive Secretary
Robert Staley's Members United Corporate FCU Experience May 2006 - October 2010
Job Network Engineer at Alloya Corporate Federal Credit Union
Industry Banking
Experience
Alloya Corporate Federal Credit Union October 2011 - Present
Members United Bridge Corporate Federal Credit Union October 2010 - October 2011
Members United Corporate FCU May 2006 - October 2010
Lake Erie Products October 2003 - May 2006
Rohn Products May 2000 - October 2003
PACO / Pacific American Commercial Co. November 1996 - May 2000
National Marine Fisheries Service June 1996 - November 1996
Skills
IT Management, Network Engineering, Disaster Recovery, Information Security
Education
Purdue University 1990 — 1996
BS, Fisheries & Aquatic Sciences
Frankfort Senior High School 1987 — 1990
Science
Alloya Corporate Federal Credit Union October 2011 - Present
Members United Bridge Corporate Federal Credit Union October 2010 - October 2011
Members United Corporate FCU May 2006 - October 2010
Lake Erie Products October 2003 - May 2006
Rohn Products May 2000 - October 2003
PACO / Pacific American Commercial Co. November 1996 - May 2000
National Marine Fisheries Service June 1996 - November 1996
Skills
IT Management, Network Engineering, Disaster Recovery, Information Security
Education
Purdue University 1990 — 1996
BS, Fisheries & Aquatic Sciences
Frankfort Senior High School 1987 — 1990
Science
Renee Flanders Renee Flanders's Members United Corporate FCU Experience June 2004 - October 2009
Job Product Analyst at Ballston Spa National Bank
Industry Banking
Experience
Ballston Spa National Bank September 2015 - Present
Ballston Spa National Bank October 2009 - September 2015
Members United Corporate FCU June 2004 - October 2009
Berkshire Farm Center and Services for Youth January 2003 - June 2004
Skills
Training
Education
State University of New York College at Oneonta 2000 — 2002
Bachelor of Arts, Elementary Education
Mohawk Valley Community College 1997 — 1999
Associate of Science, Elementary Education
Ballston Spa National Bank September 2015 - Present
Ballston Spa National Bank October 2009 - September 2015
Members United Corporate FCU June 2004 - October 2009
Berkshire Farm Center and Services for Youth January 2003 - June 2004
Skills
Training
Education
State University of New York College at Oneonta 2000 — 2002
Bachelor of Arts, Elementary Education
Mohawk Valley Community College 1997 — 1999
Associate of Science, Elementary Education
Ling Yuan's Members United Corporate FCU Experience August 2003 - May 2006
Job Product Manager Analytics at Charles River Development
Industry Management Consulting
Experience
Charles River Development November 2014 - Present
Ernst & Young 2012 - Present
FactSet Research Systems February 2009 - June 2012
FactSet September 2006 - June 2012
Members United Corporate FCU August 2003 - May 2006
Nortern Trust 2003 - 2004
Skills
Structured, Fixed Income, Factset, Derivatives, Bonds, Credit, Capital Markets, Structured Products, Market Risk, Portfolio Management, Bloomberg, Risk Management, Equities, ABS, Swaps, Credit Derivatives, CDS, Hedging, Structured Finance, Investments, Investment Strategies, Hedge Funds, Financial Markets, Quantitative Finance, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1996
Master of Business Administration (MBA), Finance
National Taiwan University
Charles River Development November 2014 - Present
Ernst & Young 2012 - Present
FactSet Research Systems February 2009 - June 2012
FactSet September 2006 - June 2012
Members United Corporate FCU August 2003 - May 2006
Nortern Trust 2003 - 2004
Skills
Structured, Fixed Income, Factset, Derivatives, Bonds, Credit, Capital Markets, Structured Products, Market Risk, Portfolio Management, Bloomberg, Risk Management, Equities, ABS, Swaps, Credit Derivatives, CDS, Hedging, Structured Finance, Investments, Investment Strategies, Hedge Funds, Financial Markets, Quantitative Finance, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1996
Master of Business Administration (MBA), Finance
National Taiwan University
Kris Cottom, PMP's Members United Corporate FCU Experience June 2006 - December 2008
Job at Healthcare Association of New York State
Industry Hospital & Health Care
Experience
Healthcare Association of New York State January 2010 - Present
Linium October 2009 - January 2010
Mildred Elley May 2009 - August 2009
Members United Corporate FCU June 2006 - December 2008
Empire Corporate FCU October 2004 - June 2006
Target Corporation 1996 - 2004
Skills
PMO, Strategy, Budgets, Financial Analysis, Software Development, Process Improvement, Healthcare Information..., Quality Assurance, Software Documentation, Visio, Business Analysis, Project Planning, Cross-functional Team..., Customer Service, MS Project, Leadership, Program Management, Leadership Development, Management, IT Management, Business Process..., Project Management, Policy, Data Warehousing, Software Project..., CRM, Continuous Improvement, Teamwork, IT Strategy, Strategic Planning, Project Portfolio..., Requirements Analysis, Employee Benefits, Testing, Databases, Vendor Management, Change Management, Resource Management, Creative Direction, Research, Integration, Governance, SDLC, Recruiting, Team Leadership, Microsoft Excel, Quality Management, Executive Management, Analysis, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1990
none
Minneapolis College of Art and Design 1975 — 1978
BFA
Macalester College 1973 — 1975
none
Healthcare Association of New York State January 2010 - Present
Linium October 2009 - January 2010
Mildred Elley May 2009 - August 2009
Members United Corporate FCU June 2006 - December 2008
Empire Corporate FCU October 2004 - June 2006
Target Corporation 1996 - 2004
Skills
PMO, Strategy, Budgets, Financial Analysis, Software Development, Process Improvement, Healthcare Information..., Quality Assurance, Software Documentation, Visio, Business Analysis, Project Planning, Cross-functional Team..., Customer Service, MS Project, Leadership, Program Management, Leadership Development, Management, IT Management, Business Process..., Project Management, Policy, Data Warehousing, Software Project..., CRM, Continuous Improvement, Teamwork, IT Strategy, Strategic Planning, Project Portfolio..., Requirements Analysis, Employee Benefits, Testing, Databases, Vendor Management, Change Management, Resource Management, Creative Direction, Research, Integration, Governance, SDLC, Recruiting, Team Leadership, Microsoft Excel, Quality Management, Executive Management, Analysis, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1990
none
Minneapolis College of Art and Design 1975 — 1978
BFA
Macalester College 1973 — 1975
none
Rachit Patel's Members United Corporate FCU Experience September 2008 - Present
Job .Net Developer at Members United Corporate FCU
Industry Information Technology and Services
Experience
Members United Corporate FCU September 2008 - Present
Grant Thornton June 2006 - September 2008
Ace Hardware 1999 - 2006
Education
DePaul University 1997 — 1998
Certification, Information Systems
Benedictine University 1994 — 1996
MBA
Northern Illinois University 1990 — 1993
BS, Finance/Accounting
Members United Corporate FCU September 2008 - Present
Grant Thornton June 2006 - September 2008
Ace Hardware 1999 - 2006
Education
DePaul University 1997 — 1998
Certification, Information Systems
Benedictine University 1994 — 1996
MBA
Northern Illinois University 1990 — 1993
BS, Finance/Accounting
Kim Doran's Members United Corporate FCU Experience May 2008 - January 2009
Job Human Resources and Recruiting Professional
Industry Human Resources
Experience
J.P. Morgan Chase March 2010 - Present
Members United Corporate FCU May 2008 - January 2009
JPMorgan July 2007 - March 2008
Insource, LLC 1996 - 2003
New Resources Corp January 1994 - January 1996
Skills
Human Resources, Leadership, Onboarding, Organizational..., Recruiting, Strategy, Talent Acquisition, Training, Business Development, Management, SDLC, Technical Recruiting, Team Building, Strategic Planning, Process Improvement, Management Consulting, Integrity, Deferred Compensation, Cost Reduction..., Consulting, Applicant Tracking...
Education
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
M.A., Clinical Psychology
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
Master of Arts (MA) Clinical Psychology
Purdue University 1985 — 1990
BA, Communications
J.P. Morgan Chase March 2010 - Present
Members United Corporate FCU May 2008 - January 2009
JPMorgan July 2007 - March 2008
Insource, LLC 1996 - 2003
New Resources Corp January 1994 - January 1996
Skills
Human Resources, Leadership, Onboarding, Organizational..., Recruiting, Strategy, Talent Acquisition, Training, Business Development, Management, SDLC, Technical Recruiting, Team Building, Strategic Planning, Process Improvement, Management Consulting, Integrity, Deferred Compensation, Cost Reduction..., Consulting, Applicant Tracking...
Education
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
M.A., Clinical Psychology
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
Master of Arts (MA) Clinical Psychology
Purdue University 1985 — 1990
BA, Communications
Rachit Patel's Members United Corporate FCU Experience September 2008 - February 2011
Job Software Engineer at Epsilon
Industry Marketing and Advertising
Experience
Epsilon March 2011 - Present
Members United Corporate FCU September 2008 - February 2011
Grant Thornton LLP June 2006 - September 2008
Ace Hardware December 1998 - June 2006
Skills
Microsoft SQL Server, WCF, LINQ, .NET, TFS, ASP.NET, Web Services, C#, XML, Entity Framework, JavaScript, ADO.NET, Microsoft Technologies, SSIS, Visual Studio, AJAX, VB.NET, Business Intelligence, ASP.NET MVC, IIS, T-SQL, Agile Methodologies
Education
DePaul University 1997 — 1998
Computer Science
Benedictine University 1995 — 1996
Masters, MBA
Northern Illinois University 1990 — 1993
BS, Finance
Epsilon March 2011 - Present
Members United Corporate FCU September 2008 - February 2011
Grant Thornton LLP June 2006 - September 2008
Ace Hardware December 1998 - June 2006
Skills
Microsoft SQL Server, WCF, LINQ, .NET, TFS, ASP.NET, Web Services, C#, XML, Entity Framework, JavaScript, ADO.NET, Microsoft Technologies, SSIS, Visual Studio, AJAX, VB.NET, Business Intelligence, ASP.NET MVC, IIS, T-SQL, Agile Methodologies
Education
DePaul University 1997 — 1998
Computer Science
Benedictine University 1995 — 1996
Masters, MBA
Northern Illinois University 1990 — 1993
BS, Finance
Mitzy Vivenzio's Members United Corporate FCU Experience July 2005 - October 2011
Job Vice President Member Services, Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate Federal Credit Union February 1979 - Present
Members United Corporate FCU July 2005 - October 2011
Empire Corporate FCU February 1979 - 2005
Skills
Compliance, Banking, Loans, Customer Service, Merger skills, Credit, Finance, Risk Management, Strategy, Financial Analysis, Credit Analysis, E-commerce, Financial Institutions, Time Management, Product Management, Team Leadership, Training, Vendor Management, Business Planning, Change Management, Sales, Employee Relations, Call Centers, Consumer Lending, Accounting, New Business Development, Strategic Financial..., Executive Management, Financial Services, Credit Unions, Payments, Cash Management, ACH, Relationship Management, Business Continuity, Portfolio Management, Financial Risk, Mergers & Acquisitions, Business Development, Credit Risk, Team Building, Leadership, Commercial Lending, Insurance, Business Analysis, Credit Cards, Analysis, Debit Cards, Mortgage Lending, Investments
Education
State University of New York at Albany 2004 — 2005
Business
Milne High School
Business with Honors
Alloya Corporate Federal Credit Union February 1979 - Present
Members United Corporate FCU July 2005 - October 2011
Empire Corporate FCU February 1979 - 2005
Skills
Compliance, Banking, Loans, Customer Service, Merger skills, Credit, Finance, Risk Management, Strategy, Financial Analysis, Credit Analysis, E-commerce, Financial Institutions, Time Management, Product Management, Team Leadership, Training, Vendor Management, Business Planning, Change Management, Sales, Employee Relations, Call Centers, Consumer Lending, Accounting, New Business Development, Strategic Financial..., Executive Management, Financial Services, Credit Unions, Payments, Cash Management, ACH, Relationship Management, Business Continuity, Portfolio Management, Financial Risk, Mergers & Acquisitions, Business Development, Credit Risk, Team Building, Leadership, Commercial Lending, Insurance, Business Analysis, Credit Cards, Analysis, Debit Cards, Mortgage Lending, Investments
Education
State University of New York at Albany 2004 — 2005
Business
Milne High School
Business with Honors
Christopher Tubiolo's Members United Corporate FCU Experience October 2008 - June 2013
Job Licensed Loan Originator at Homestead Funding
Industry Banking
Experience
Homestead Funding Corp. March 2014 - Present
Members United Corporate FCU October 2008 - June 2013
Albany Mortgage Group December 2006 - October 2008
Skills
Credit Unions, Credit, Loans, Banking, Cash Management, ACH, Financial Services, Credit Risk, Payments, Mortgage Banking, Mortgage Lending, Refinance, Funding, FHA, Finance, Residential Mortgages
Education
Le Moyne College 1998 — 2002
Bachelor of Science (BS), Business Administration/Marketing
Canisius College 2003 — 2005
Master's degree, Sports Administration
Homestead Funding Corp. March 2014 - Present
Members United Corporate FCU October 2008 - June 2013
Albany Mortgage Group December 2006 - October 2008
Skills
Credit Unions, Credit, Loans, Banking, Cash Management, ACH, Financial Services, Credit Risk, Payments, Mortgage Banking, Mortgage Lending, Refinance, Funding, FHA, Finance, Residential Mortgages
Education
Le Moyne College 1998 — 2002
Bachelor of Science (BS), Business Administration/Marketing
Canisius College 2003 — 2005
Master's degree, Sports Administration
Andrew Kohl's Members United Corporate FCU Experience 2004 - Present
Job Portfolio Manager at Members United Corporate FCU
Industry Banking
Experience
Members United Corporate FCU 2004 - Present
Members United Corporate FCU 2004 - 2010
People's United Bank 1996 - 2004
Skills
Portfolio Management, Fixed Income, ALM, Banking, Risk Management, Investments, Bloomberg, Credit, Interest Rate Risk..., Capital Markets, Financial Analysis, Derivatives, Financial Modeling, Financial Risk, Market Risk, Structured Products, Loans, Cash Management, Mergers & Acquisitions, Financial Institutions
Education
The University of Chicago 2007 — 2009
MBA, Economics, Acctg, Finance
University of Connecticut 1988 — 1992
BA, Economics/Sociology
Members United Corporate FCU 2004 - Present
Members United Corporate FCU 2004 - 2010
People's United Bank 1996 - 2004
Skills
Portfolio Management, Fixed Income, ALM, Banking, Risk Management, Investments, Bloomberg, Credit, Interest Rate Risk..., Capital Markets, Financial Analysis, Derivatives, Financial Modeling, Financial Risk, Market Risk, Structured Products, Loans, Cash Management, Mergers & Acquisitions, Financial Institutions
Education
The University of Chicago 2007 — 2009
MBA, Economics, Acctg, Finance
University of Connecticut 1988 — 1992
BA, Economics/Sociology
Bart Salazar, CFA's Members United Corporate FCU Experience September 2000 - September 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Balance Sheet Solutions, LLC July 2006 - March 2008
Member Trade Advisory Services September 2001 - July 2006
Members United Corporate FCU September 2000 - September 2001
Empire Corporate FCU 2000 - 2001
F&M Bancorporation 1991 - 2000
Education
Marquette University 1985 — 1988
MBA, Finance
Marquette University 1981 — 1985
BS, Economics and Finance
Balance Sheet Solutions, LLC July 2006 - March 2008
Member Trade Advisory Services September 2001 - July 2006
Members United Corporate FCU September 2000 - September 2001
Empire Corporate FCU 2000 - 2001
F&M Bancorporation 1991 - 2000
Education
Marquette University 1985 — 1988
MBA, Finance
Marquette University 1981 — 1985
BS, Economics and Finance
Kathy Feringa's Members United Corporate FCU Experience January 2005 - November 2011
Job Assistant Vice President, Member Implementations and Training at Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate Federal Credit Union August 2013 - Present
Alloya Corporate Federal Credit Union October 2011 - August 2013
Members United Corporate FCU January 2005 - November 2011
Mid-States Corporate FCU February 2003 - January 2005
Mid-States Corporate FCU February 2000 - February 2003
Mid-States Corporate FCU March 1995 - February 2000
Mid-States Corporate FCU September 1991 - March 1995
Spiegel Catalog February 1988 - August 1991
Skills
Event Management, Training & Development, Software Training, Banking, Payments, Project Management, Employee Training, Credit Unions, ACH, Hands-on Training, Leadership, Financial Institutions, Training, Customer Service, Management, Electronic Payments, Disaster Recovery, Team Building, Marketing, Finance, Financial Services, Organizational..., Call Centers
Education
Concordia University Chicago 1987 — 1991
BA, Communications
Timothy Christian H.S. 1984 — 1987
Alloya Corporate Federal Credit Union August 2013 - Present
Alloya Corporate Federal Credit Union October 2011 - August 2013
Members United Corporate FCU January 2005 - November 2011
Mid-States Corporate FCU February 2003 - January 2005
Mid-States Corporate FCU February 2000 - February 2003
Mid-States Corporate FCU March 1995 - February 2000
Mid-States Corporate FCU September 1991 - March 1995
Spiegel Catalog February 1988 - August 1991
Skills
Event Management, Training & Development, Software Training, Banking, Payments, Project Management, Employee Training, Credit Unions, ACH, Hands-on Training, Leadership, Financial Institutions, Training, Customer Service, Management, Electronic Payments, Disaster Recovery, Team Building, Marketing, Finance, Financial Services, Organizational..., Call Centers
Education
Concordia University Chicago 1987 — 1991
BA, Communications
Timothy Christian H.S. 1984 — 1987
Cathy Corbi's Members United Corporate FCU Experience 2008 - 2009
Job Employee Services & Workforce Development at Heartland Alliance
Industry Human Resources
Experience
Ray Graham Association January 2015 - Present
Heartland Alliance September 2010 - January 2015
Human Resource Consultants January 2009 - September 2010
Challenger, Gray & Christmas, Inc. 2009 - 2010
Members United Corporate FCU 2008 - 2009
Members United Corporate FCU August 2000 - December 2007
Illinois Credit Union System 1994 - 2007
Rock-Tenn Company August 1988 - August 1994
Skills
Employee Relations, Legal Compliance, Leadership Development, Change Management, Strategic Planning, Project Management, Recruiting, Employee Benefits, Deferred Compensation, Benefits Administration, HRIS, Human Resources, Organizational..., Public Speaking, Business Strategy, Performance Management, Nonprofits, Leadership, Talent Management, Training, Strategy, Employee Training, Policy, HR Policies, Conflict Resolution, Succession Planning, Management, Labor Relations, Program Management, Mergers & Acquisitions, Personnel Management, New Hire Orientations, Process Improvement, Applicant Tracking..., Budgets, Coaching, Employee Engagement, Interviews, Executive Management, FMLA, Onboarding, Resume Writing, Team Building, Workforce Planning, Talent Acquisition, Employee Handbooks, Workshop Facilitation, Career Development
Education
Northern Illinois University 1980 — 1982
BS, Human Resources
Northern Illinois University 1980 — 1982
BS, Human Resources
Morton College 1978 — 1980
AA, Commerce
Morton West
Ray Graham Association January 2015 - Present
Heartland Alliance September 2010 - January 2015
Human Resource Consultants January 2009 - September 2010
Challenger, Gray & Christmas, Inc. 2009 - 2010
Members United Corporate FCU 2008 - 2009
Members United Corporate FCU August 2000 - December 2007
Illinois Credit Union System 1994 - 2007
Rock-Tenn Company August 1988 - August 1994
Skills
Employee Relations, Legal Compliance, Leadership Development, Change Management, Strategic Planning, Project Management, Recruiting, Employee Benefits, Deferred Compensation, Benefits Administration, HRIS, Human Resources, Organizational..., Public Speaking, Business Strategy, Performance Management, Nonprofits, Leadership, Talent Management, Training, Strategy, Employee Training, Policy, HR Policies, Conflict Resolution, Succession Planning, Management, Labor Relations, Program Management, Mergers & Acquisitions, Personnel Management, New Hire Orientations, Process Improvement, Applicant Tracking..., Budgets, Coaching, Employee Engagement, Interviews, Executive Management, FMLA, Onboarding, Resume Writing, Team Building, Workforce Planning, Talent Acquisition, Employee Handbooks, Workshop Facilitation, Career Development
Education
Northern Illinois University 1980 — 1982
BS, Human Resources
Northern Illinois University 1980 — 1982
BS, Human Resources
Morton College 1978 — 1980
AA, Commerce
Morton West
Nelson Graf's Members United Corporate FCU Experience February 1998 - December 2008
Job Director of Accounting/Controller at ABCO Federal Credit Union
Industry Financial Services
Experience
ABCO Federal Credit Union July 2009 - Present
CU Assist, LLC March 2009 - December 2009
Members United Corporate FCU February 1998 - December 2008
ACCO Princeton Federal Credit Union December 1991 - February 1998
AmeriFederal Savings Bank March 1988 - December 1991
Skills
Accounting, Financial Reporting, Investments, General Ledger, Banking, Cash Management, Finance, Financial Analysis, Business Development, Credit Unions, Portfolio Management, Management, Vendor Management, Microsoft Office, Account Management, Credit, Consumer Lending, Forecasting, Strategic Planning, Budgets, Mergers & Acquisitions, Financial Services, Executive Management, Risk Management, CRM, Training, Sales, Strategic Financial..., Loans, ACH, New Business Development, Financial Institutions, Treasury Management, Payments, Financial Risk, Financial Statements, Credit Analysis, ALM, Managerial Finance, Internal Audit, Credit Cards, Financial Modeling, Auditing, Credit Risk, Commercial Banking, Loan Servicing, Business Planning, Internal Controls, Mortgage Lending, Financial Planning
Education
La Salle University 1978 — 1982
B.S, Marketing/Management
George Washington High School 1974 — 1978
Diploma, Academic
ABCO Federal Credit Union July 2009 - Present
CU Assist, LLC March 2009 - December 2009
Members United Corporate FCU February 1998 - December 2008
ACCO Princeton Federal Credit Union December 1991 - February 1998
AmeriFederal Savings Bank March 1988 - December 1991
Skills
Accounting, Financial Reporting, Investments, General Ledger, Banking, Cash Management, Finance, Financial Analysis, Business Development, Credit Unions, Portfolio Management, Management, Vendor Management, Microsoft Office, Account Management, Credit, Consumer Lending, Forecasting, Strategic Planning, Budgets, Mergers & Acquisitions, Financial Services, Executive Management, Risk Management, CRM, Training, Sales, Strategic Financial..., Loans, ACH, New Business Development, Financial Institutions, Treasury Management, Payments, Financial Risk, Financial Statements, Credit Analysis, ALM, Managerial Finance, Internal Audit, Credit Cards, Financial Modeling, Auditing, Credit Risk, Commercial Banking, Loan Servicing, Business Planning, Internal Controls, Mortgage Lending, Financial Planning
Education
La Salle University 1978 — 1982
B.S, Marketing/Management
George Washington High School 1974 — 1978
Diploma, Academic
Rebecca Frey's Members United Corporate FCU Experience February 2005 - June 2006
Job Development Officer
Industry Nonprofit Organization Management
Experience
Sigma Theta Tau International June 2006 - Present
Members United Corporate FCU February 2005 - June 2006
Education
Indiana University-Purdue University at Indianapolis 2004 — 2008
Masters, Public Affairs - Nonprofit Management
Sigma Theta Tau International June 2006 - Present
Members United Corporate FCU February 2005 - June 2006
Education
Indiana University-Purdue University at Indianapolis 2004 — 2008
Masters, Public Affairs - Nonprofit Management
Jim Olney's Members United Corporate FCU Experience July 2006 - June 2009
Job Product Manager at Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate FCU July 2009 - Present
Members United Corporate FCU July 2006 - June 2009
Education
Union College 1983 — 1987
B.S., MBA, Applied Mathematics, Business
Alloya Corporate FCU July 2009 - Present
Members United Corporate FCU July 2006 - June 2009
Education
Union College 1983 — 1987
B.S., MBA, Applied Mathematics, Business
Tim Allocco's Members United Corporate FCU Experience June 2006 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Members United Corporate FCU June 2006 - December 2008
Members United Corporate Federal Credit Union 2006 - 2008
Members United 2006 - 2008
JPMorgan Chase April 2002 - June 2006
Bank One May 2000 - April 2002
Carotrans International/Clipper Express October 1997 - May 2000
Skills
Credit, Process Improvement, Banking
Education
Lewis University 1990 — 1994
Bachelor, Business Administration & Finance
Members United Corporate FCU June 2006 - December 2008
Members United Corporate Federal Credit Union 2006 - 2008
Members United 2006 - 2008
JPMorgan Chase April 2002 - June 2006
Bank One May 2000 - April 2002
Carotrans International/Clipper Express October 1997 - May 2000
Skills
Credit, Process Improvement, Banking
Education
Lewis University 1990 — 1994
Bachelor, Business Administration & Finance
Claudine Lindquist's Members United Corporate FCU Experience May 1999 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Members United Corporate FCU May 1999 - March 2009
Members United Corporate FCU 1999 - March 2009
First American Field Services 1989 - 1999
Education
Montclair State University 1973 — 1977
BA, Psychology
Members United Corporate FCU May 1999 - March 2009
Members United Corporate FCU 1999 - March 2009
First American Field Services 1989 - 1999
Education
Montclair State University 1973 — 1977
BA, Psychology
Joe Menolascino's Members United Corporate FCU Experience 2005 - 2011
Job Vice President of Operations & Lending at KCT Credit Union
Industry Banking
Experience
KCT Credit Union September 2013 - Present
Alloya Corporate FCU January 2005 - September 2013
Members United Corporate FCU 2005 - 2011
Skills
Banking, Internal Audit, ACH, Credit, Finance, Enterprise Risk..., Financial Risk, Financial Analysis, Risk Management, Leadership, Loans, Payments, Credit Analysis, Credit Risk, Credit Unions, Financial Institutions, Portfolio Management, Mergers & Acquisitions, Cash Management, Financial Services, Consumer Lending, ALM, Commercial Lending, Executive Management, Financial Modeling, Interest Rate Risk..., Inventory Management, Team Leadership, Operations Management, Marketing Strategy, Strategic Planning
Education
DePaul University 1988 — 1993
Accounting and Finance
Lake Forest Graduate School of Management
Business Administration and Management, General
KCT Credit Union September 2013 - Present
Alloya Corporate FCU January 2005 - September 2013
Members United Corporate FCU 2005 - 2011
Skills
Banking, Internal Audit, ACH, Credit, Finance, Enterprise Risk..., Financial Risk, Financial Analysis, Risk Management, Leadership, Loans, Payments, Credit Analysis, Credit Risk, Credit Unions, Financial Institutions, Portfolio Management, Mergers & Acquisitions, Cash Management, Financial Services, Consumer Lending, ALM, Commercial Lending, Executive Management, Financial Modeling, Interest Rate Risk..., Inventory Management, Team Leadership, Operations Management, Marketing Strategy, Strategic Planning
Education
DePaul University 1988 — 1993
Accounting and Finance
Lake Forest Graduate School of Management
Business Administration and Management, General
Dan Haglund's Members United Corporate FCU Experience 2001 - 2007
Job Consultant
Industry Financial Services
Experience
Consulting November 2009 - Present
Members United Corporate FCU 2001 - 2007
Empire Corporate FCU 2001 - 2006
Harrington Bank June 1994 - December 2001
Hemet Federal September 1988 - May 1994
Federal Home Loan Bank of Indianapolis February 1985 - August 1988
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance
Alma College 1976 — 1977
BA, Psychology
Kalamazoo College 1968 — 1970
Science
Consulting November 2009 - Present
Members United Corporate FCU 2001 - 2007
Empire Corporate FCU 2001 - 2006
Harrington Bank June 1994 - December 2001
Hemet Federal September 1988 - May 1994
Federal Home Loan Bank of Indianapolis February 1985 - August 1988
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance
Alma College 1976 — 1977
BA, Psychology
Kalamazoo College 1968 — 1970
Science
Haiping Yu's Members United Corporate FCU Experience Software DeveloperCNA InsuranceMay 1999 - April 2000
Job Sr. Application Support Specialist at Alloya Federal Corporate Credit Union
Industry Banking
Experience
Alloya Federal Corporate Credit Union August 2012 - Present
Members United Corporate FCU Software DeveloperCNA InsuranceMay 1999 - April 2000
Skills
Software Development, SQL, Microsoft SQL Server, PL/SQL
Education
Northern Illinois University 1997 — 1998
BS, Computer Science
Alloya Federal Corporate Credit Union August 2012 - Present
Members United Corporate FCU Software DeveloperCNA InsuranceMay 1999 - April 2000
Skills
Software Development, SQL, Microsoft SQL Server, PL/SQL
Education
Northern Illinois University 1997 — 1998
BS, Computer Science
Chuck Kellum's Members United Corporate FCU Experience August 1991 - December 2008
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Members United Corporate FCU August 1991 - December 2008
Members United CFCU 2006 - 2008
Members United Corporate FCU 1991 - 2008
Skills
Banking, Business Analysis
Education
Purdue University 1970 — 1974
B.S.E.E
Members United Corporate FCU August 1991 - December 2008
Members United CFCU 2006 - 2008
Members United Corporate FCU 1991 - 2008
Skills
Banking, Business Analysis
Education
Purdue University 1970 — 1974
B.S.E.E
Steve Ahlness's Members United Corporate FCU Experience 2006 - July 2010
Job Chairman of the Board at CU Companies
Industry Financial Services
Experience
Greater Minnesota Credit Union Chairman of the BoardCU CompaniesMarch 2009 - Present
Greater MN CU 1977 - Present
Members United Corporate FCU 2006 - July 2010
Minnesota Credit Union Network 1977 - 2010
Mid-States Corporate Federal Credit Union 2003 - 2006
Minnesota Corporate Federal Credit Union 2000 - 2003
Skills
Banking, Credit, Strategic Planning, Credit Unions, Loans, Risk Management, Finance, Financial Services
Education
Minnesota State University, Mankato 1969 — 1975
BS Business Administration, Management
Greater Minnesota Credit Union Chairman of the BoardCU CompaniesMarch 2009 - Present
Greater MN CU 1977 - Present
Members United Corporate FCU 2006 - July 2010
Minnesota Credit Union Network 1977 - 2010
Mid-States Corporate Federal Credit Union 2003 - 2006
Minnesota Corporate Federal Credit Union 2000 - 2003
Skills
Banking, Credit, Strategic Planning, Credit Unions, Loans, Risk Management, Finance, Financial Services
Education
Minnesota State University, Mankato 1969 — 1975
BS Business Administration, Management
Kimberly Kilgore's Members United Corporate FCU Experience October 1989 - December 2007
Job Director of Client Services at Vertafore
Industry Financial Services
Experience
Vertafore October 2011 - March 2013
Kaplan Compliance Solutions April 2008 - October 2011
Members United Corporate FCU October 1989 - December 2007
Mid-States Corporate Federal Credit Union 1989 - 2007
Skills
Process Improvement, Business Analysis, Strategic Planning, SaaS, Project Management, Team Building, Insurance, Account Management, Salesforce.com, Vendor Management, Product Management, Business Strategy, Leadership, Customer Service, Cross-functional Team..., Performance Management, Banking, Microsoft Office, CRM, Program Management, Team Leadership, Outsourcing, Business Development, Operations Management, Financial Services, Strategy, Change Management, Management, Analysis, Sales, Marketing, Human Resources, Call Centers, New Business Development, Risk Management, SDLC, Software Documentation, Forecasting, Recruiting, Executive Management, Start-ups, Training, Enterprise Software, Business Process..., Mergers & Acquisitions, Budgets, Customer Retention, Contract Negotiation, Business Process, Consulting
Education
Indiana Wesleyan University 1986 — 1990
BSBA, Business
Vertafore October 2011 - March 2013
Kaplan Compliance Solutions April 2008 - October 2011
Members United Corporate FCU October 1989 - December 2007
Mid-States Corporate Federal Credit Union 1989 - 2007
Skills
Process Improvement, Business Analysis, Strategic Planning, SaaS, Project Management, Team Building, Insurance, Account Management, Salesforce.com, Vendor Management, Product Management, Business Strategy, Leadership, Customer Service, Cross-functional Team..., Performance Management, Banking, Microsoft Office, CRM, Program Management, Team Leadership, Outsourcing, Business Development, Operations Management, Financial Services, Strategy, Change Management, Management, Analysis, Sales, Marketing, Human Resources, Call Centers, New Business Development, Risk Management, SDLC, Software Documentation, Forecasting, Recruiting, Executive Management, Start-ups, Training, Enterprise Software, Business Process..., Mergers & Acquisitions, Budgets, Customer Retention, Contract Negotiation, Business Process, Consulting
Education
Indiana Wesleyan University 1986 — 1990
BSBA, Business
Robert Salazar, CFA's Members United Corporate FCU Experience July 2010 - September 2010
Job Fixed Income Sales and Trading
Industry Financial Services
Experience
Guggenheim Capital Markets 2010 - Present
Members United Corporate FCU July 2010 - September 2010
Vanderbilt Capital Advisors April 2006 - September 2009
LaSalle Bank January 2001 - April 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science, Finance
Guggenheim Capital Markets 2010 - Present
Members United Corporate FCU July 2010 - September 2010
Vanderbilt Capital Advisors April 2006 - September 2009
LaSalle Bank January 2001 - April 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science, Finance
Cristin Bibian's Members United Corporate FCU Experience February 2010 - September 2010
Job VP/Audit Manager at JPM Chase
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2013 - Present
Wintrust Financial Corporation August 2010 - Present
Members United Corporate FCU February 2010 - September 2010
FBOP Corporation 2001 - 2009
Park National Bank 2001 - 2009
Skills
AML, Financial Analysis, Due Diligence, Mergers, Loans, Cash Management, Credit, Accounting, Auditing, Treasury Management, Financial Reporting, Cash Flow, Risk Management, Finance, Internal Audit, Internal Controls, Financial Risk, Commercial Lending, Commercial Banking, Bank Secrecy Act, Sarbanes-Oxley Act, Retail Banking, Financial Audits, Banking
Education
Lewis University 1999 — 2001
Bachelors, Accounting
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2013 - Present
Wintrust Financial Corporation August 2010 - Present
Members United Corporate FCU February 2010 - September 2010
FBOP Corporation 2001 - 2009
Park National Bank 2001 - 2009
Skills
AML, Financial Analysis, Due Diligence, Mergers, Loans, Cash Management, Credit, Accounting, Auditing, Treasury Management, Financial Reporting, Cash Flow, Risk Management, Finance, Internal Audit, Internal Controls, Financial Risk, Commercial Lending, Commercial Banking, Bank Secrecy Act, Sarbanes-Oxley Act, Retail Banking, Financial Audits, Banking
Education
Lewis University 1999 — 2001
Bachelors, Accounting
Bill Fitzpatrick, CFA's Members United Corporate FCU Experience 2003 - 2004
Job Global Equity Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2004 - Present
Members United Corporate FCU 2003 - 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Equities, Derivatives, Financial Analysis, Capital Markets, Asset Allocation, Investments, Financial Services, Valuation, Investment Banking, Asset Managment, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MBA, Investment Management
Villanova University 1993 — 1997
BSBA, Finance
Loyola Academy
Manulife Asset Management 2004 - Present
Members United Corporate FCU 2003 - 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Equities, Derivatives, Financial Analysis, Capital Markets, Asset Allocation, Investments, Financial Services, Valuation, Investment Banking, Asset Managment, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MBA, Investment Management
Villanova University 1993 — 1997
BSBA, Finance
Loyola Academy
Jeannine Smith's Members United Corporate FCU Experience August 2008 - November 2009
Job Communications Program Manager
Industry Public Relations and Communications
Experience
GE, Global Operations April 2010 - Present
Members United Corporate FCU August 2008 - November 2009
Ink Slinger Communications January 2003 - July 2008
Samaritan Counseling Center January 1998 - January 2003
Living Solutions January 1999 - January 2002
Samaritan Counseling Center of the Capital Region September 1997 - September 1999
The Albany Academy (private boys' school) June 1993 - June 1995
Empire Corporate Federal Credit Union January 1991 - January 1993
Sawchuk, Brown Associates September 1989 - March 1991
Hamilton College 1987 - 1989
Skills
Media Relations, Public Relations, Strategic Planning, Corporate Communications, Crisis Communications, Internal Communications, Editing, Strategic Communications, Newsletters, Publications, Marketing Communications, Press Releases, Copywriting, Budgets, Communication Training, Program Management, Project Management, Web Content, Management, Social Media, Communications Planning, Writing
Education
Boston University 1995 — 1997
M.S.W, clinical social work
Hamilton College 1985 — 1989
B.A, English
The University at Albany
GE, Global Operations April 2010 - Present
Members United Corporate FCU August 2008 - November 2009
Ink Slinger Communications January 2003 - July 2008
Samaritan Counseling Center January 1998 - January 2003
Living Solutions January 1999 - January 2002
Samaritan Counseling Center of the Capital Region September 1997 - September 1999
The Albany Academy (private boys' school) June 1993 - June 1995
Empire Corporate Federal Credit Union January 1991 - January 1993
Sawchuk, Brown Associates September 1989 - March 1991
Hamilton College 1987 - 1989
Skills
Media Relations, Public Relations, Strategic Planning, Corporate Communications, Crisis Communications, Internal Communications, Editing, Strategic Communications, Newsletters, Publications, Marketing Communications, Press Releases, Copywriting, Budgets, Communication Training, Program Management, Project Management, Web Content, Management, Social Media, Communications Planning, Writing
Education
Boston University 1995 — 1997
M.S.W, clinical social work
Hamilton College 1985 — 1989
B.A, English
The University at Albany
Rebecca Damitz's Members United Corporate FCU Experience August 2008 - November 2010
Job Service Coordinator at Daikin Applied Americas
Industry Financial Services
Experience
Daikin Applied Americas August 2012 - Present
Wipfli Hewins Investment Advisors September 2011 - February 2012
Members United Corporate FCU August 2008 - November 2010
Members United Corporate FCU August 2007 - August 2008
Skills
Finance, Financial Analysis, Investments, Accounting, Portfolio Management, Customer Service, Banking, Risk Management, Strategic Financial..., Financial Reporting, Microsoft Office, Process Improvement, Financial Planning, Strategic Planning, Microsoft Excel, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2015
Master of Business Administration (M.B.A.), Finance, General
Augustana College 2003 — 2007
BS, Economics, Business Admin - Finance Concentration
Daikin Applied Americas August 2012 - Present
Wipfli Hewins Investment Advisors September 2011 - February 2012
Members United Corporate FCU August 2008 - November 2010
Members United Corporate FCU August 2007 - August 2008
Skills
Finance, Financial Analysis, Investments, Accounting, Portfolio Management, Customer Service, Banking, Risk Management, Strategic Financial..., Financial Reporting, Microsoft Office, Process Improvement, Financial Planning, Strategic Planning, Microsoft Excel, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2015
Master of Business Administration (M.B.A.), Finance, General
Augustana College 2003 — 2007
BS, Economics, Business Admin - Finance Concentration
Sherlyn Czachor's Members United Corporate FCU Experience 2003 - 2007
Job Derivative Accountant at Hedge Trackers
Industry Accounting
Experience
Members United Corporate FCU 2003 - 2007
Jackson National Asset Management, LLC 2000 - 2003
Education
Northern Illinois University 1998 — 2000
B.S.
Moraine Valley Community College 1996 — 1998
Members United Corporate FCU 2003 - 2007
Jackson National Asset Management, LLC 2000 - 2003
Education
Northern Illinois University 1998 — 2000
B.S.
Moraine Valley Community College 1996 — 1998
John Schlimgen's Members United Corporate FCU Experience Senior Business ConsultantAlloya Corporate FCUOctober 2011 - Present
Job Senior Business Consultant at Alloya Corporate FCU
Industry Banking
Experience
Members United Corporate FCU Senior Business ConsultantAlloya Corporate FCUOctober 2011 - Present
Empire Corporate FCU 2002 - 2006
CorTrust Bank May 1996 - October 2002
Skills
Risk Management, Payments, Banking, Credit Unions, Finance, Management, Credit, Mergers & Acquisitions, Financial Services, Vendor Management, Financial Analysis, Loans, Fixed Income, Business Analysis, Executive Management, Strategic Planning
Education
The University of South Dakota 1973 — 1977
BS/MPA, Political Science
Members United Corporate FCU Senior Business ConsultantAlloya Corporate FCUOctober 2011 - Present
Empire Corporate FCU 2002 - 2006
CorTrust Bank May 1996 - October 2002
Skills
Risk Management, Payments, Banking, Credit Unions, Finance, Management, Credit, Mergers & Acquisitions, Financial Services, Vendor Management, Financial Analysis, Loans, Fixed Income, Business Analysis, Executive Management, Strategic Planning
Education
The University of South Dakota 1973 — 1977
BS/MPA, Political Science
Deanna Hagan's Members United Corporate FCU Experience March 1999 - May 2010
Job Card Services Specialist at COOP Financial Services
Industry Financial Services
Experience
CO-OP Financial Services February 2013 - Present
CO-OP Financial Services March 2012 - February 2013
CO-OP Financial Services 2009 - 2011
Members United Corporate FCU March 1999 - May 2010
National City Bank August 1981 - March 1999
Skills
Microsoft Office, Answering Phones, debit card processing, ACH, Call Centers, Credit Unions, Lockbox, Retail, Banking, Wire Transfers, Risk Management, Windows 7, Lotus Notes, Software Documentation, Access
Education
University of Indianapolis
CO-OP Financial Services February 2013 - Present
CO-OP Financial Services March 2012 - February 2013
CO-OP Financial Services 2009 - 2011
Members United Corporate FCU March 1999 - May 2010
National City Bank August 1981 - March 1999
Skills
Microsoft Office, Answering Phones, debit card processing, ACH, Call Centers, Credit Unions, Lockbox, Retail, Banking, Wire Transfers, Risk Management, Windows 7, Lotus Notes, Software Documentation, Access
Education
University of Indianapolis
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY