Senior Vice President, Deposit Operations and Financial Services

• Oct 2017 - Present

I joined Wescom Credit Union as Senior Vice President, to lead three distinct business lines, Wescom Financial Services, Wescom Insurance Services and Deposit Operations. I am honored to join Wescom’s eight-member President’s Staff. I serve on several internal committees including: Diversity Equity and Inclusion, Asset Liability, Retirement Benefits, Project Management, Salary Administration, Business Analytics as well as the Co-Chair of the Digital Assets Committee. Investment… Show more I joined Wescom Credit Union as Senior Vice President, to lead three distinct business lines, Wescom Financial Services, Wescom Insurance Services and Deposit Operations. I am honored to join Wescom’s eight-member President’s Staff. I serve on several internal committees including: Diversity Equity and Inclusion, Asset Liability, Retirement Benefits, Project Management, Salary Administration, Business Analytics as well as the Co-Chair of the Digital Assets Committee. Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Show less I joined Wescom Credit Union as Senior Vice President, to lead three distinct business lines, Wescom Financial Services, Wescom Insurance Services and Deposit Operations. I am honored to join Wescom’s eight-member President’s Staff. I serve on several internal committees including: Diversity Equity and Inclusion, Asset Liability, Retirement Benefits, Project Management, Salary Administration, Business Analytics as well as the Co-Chair of the Digital Assets Committee. Investment… Show more I joined Wescom Credit Union as Senior Vice President, to lead three distinct business lines, Wescom Financial Services, Wescom Insurance Services and Deposit Operations. I am honored to join Wescom’s eight-member President’s Staff. I serve on several internal committees including: Diversity Equity and Inclusion, Asset Liability, Retirement Benefits, Project Management, Salary Administration, Business Analytics as well as the Co-Chair of the Digital Assets Committee. Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Show less

Board Member

• Mar 2020 - Present

Group Executive, Senior Vice President

• May 2013 - Oct 2017

National Sales Manager, Senior Vice President

• Dec 2010 - Feb 2013

National Sales Manager, Senior Vice President

• Oct 1996 - Apr 2010

Financial Consultant

• Jul 1992 - Oct 1996

Branch Manager

• Jul 1990 - Jul 1992