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Karen L. profile image

Karen L.

Vice President of Enterprise Risk Management at The Summit Federal Credit Union
Intro Book
Seasoned risk management professional with 34 years of experience.
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Location
Rochester, New York, United States, US
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Bio

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Karen L. is a seasoned risk management professional with 34 years of experience, including 22 years at The Summit Federal Credit Union and 12 years at PwC. She holds a Bachelor's degree in Accounting and is a Certified Public Accountant.

Credentials

  • Certified Public Accountant
    New York State
    Sep, 1988
    - Apr, 2026

Experience

  • The Summit Federal Credit Union
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Vice President of Enterprise Risk Management
      • Apr 2021 - Present

      Oversee the Enterprise Risk Management function managing an integrated risk framework for the entire organization. Responsible for leading the compliance, fraud prevention, internal audit and vendor/contract management functions.

    • Vice President of Finance and Risk Management
      • Sep 2001 - Apr 2021

      Responsible for leading the operations of accounting, asset liability management, internal audit, risk management, vendor management and compliance functions. Serve as liaison to Supervisory Committee and Board Governance Committee. Oversee the loss prevention function to evaluate risks and exposures from emerging fraud trends.

  • PwC
    • Rochester, New York, United States
    • Senior Audit Manager
      • Sep 1987 - Sep 2021
      • Rochester, New York, United States

Education

  • 1983 - 1987
    State University of New York College at Oswego
    Bachelor's degree, Accounting

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Industry Focus. “Financial Services”

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