Experience

UNCLE Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Vice President Information Technology

  • Jan 2023 - Present

  Livermore, California, United States Develop and execute a technology strategy that aligns with the company's overall business goals and objectives. Lead the development and implementation of new technology solutions and upgrades to existing systems. Ensure the security and integrity of the company's technology infrastructure. Manage and mentor a team of IT professionals, including hiring, training, and performance management. Oversee the IT budget, monitor expenditures, and ensure cost… Show more Develop and execute a technology strategy that aligns with the company's overall business goals and objectives. Lead the development and implementation of new technology solutions and upgrades to existing systems. Ensure the security and integrity of the company's technology infrastructure. Manage and mentor a team of IT professionals, including hiring, training, and performance management. Oversee the IT budget, monitor expenditures, and ensure cost efficiency. Collaborate with other senior leaders to identify and implement technology solutions that improve business processes and support growth. Develop and maintain strong relationships with technology vendors and partners. Stay current on emerging technologies and trends in the financial services industry, and assess their potential impact on the company.

• Assistant Vice President, Information Services Manager

  • Nov 2019 - Present

  Livermore, California



1st United Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Information Technology Manager

  • Aug 2017 - Nov 2019

  Pleasanton, CA Accomplishes information technology staff results by communicating job expectations; planning, training employees, coaching, monitoring, and evaluating job results. Manages the help desk system to ensure staff is meeting established service levels. Provides primary support for the company's network which includes planning, implementing, maintaining and troubleshooting network and system hardware and software. Maintains organization's effectiveness and efficiency by… Show more Accomplishes information technology staff results by communicating job expectations; planning, training employees, coaching, monitoring, and evaluating job results. Manages the help desk system to ensure staff is meeting established service levels. Provides primary support for the company's network which includes planning, implementing, maintaining and troubleshooting network and system hardware and software. Maintains organization's effectiveness and efficiency by supporting strategic plans for implementing information technologies. Responsible for oversight of the credit union’s ATM network. Manages related vendor relationships including performance and adherence to service level standards Recommends information technology strategies, and procedures by evaluating organization outcomes; identifying problems; evaluating trends; anticipating requirements. Completes projects by coordinating resources and timetables with other departments and vendors if necessary. Maintains professional and technical knowledge by attending educational workshops and reviewing professional publications. Show less



OE Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• IT Operations Manager

  • Aug 2012 - Aug 2017

  Livermore CA Responsible for the strategy, development, and implementation of the company technology plan. Partner and collaborate with all levels of management and employees in providing information systems and developing applications/system enhancements to expand the capabilities of the company information systems. Develop and implement training programs and documentation to promote the effective use and application of company information systems. Coordinate installation and… Show more Responsible for the strategy, development, and implementation of the company technology plan. Partner and collaborate with all levels of management and employees in providing information systems and developing applications/system enhancements to expand the capabilities of the company information systems. Develop and implement training programs and documentation to promote the effective use and application of company information systems. Coordinate installation and implementation of all information systems hardware upgrades and software releases/enhancements onsite and remotely. Present and demonstrate all software applications at monthly executive committee meetings. Analyze and identify new operational efficiencies gained by the implementation of all software applications. Develop, maintain and implement internal and system controls to safeguard information and insure data integrity as the systems administrator. Monitor and maintain electronic service delivery systems by reviewing all vendor published updates. Coordinate and test system disaster recovery methods yearly for regulatory compliance. Extensive vendor management responsibilities including a leadership role in the company vendor management committee of 45 critical vendors. Responsible for the supervision of dedicated representatives supporting 25 locations by remote support across 6 states. Show less



Star One Credit Union

• United States
• Banking
• 100 - 200 Employee

• Beneficiary Retiree Services Representative

  • Jan 2010 - Aug 2012

  Sunnyvale CA

• Member Service Representative

  • Jan 2008 - Jan 2010

  Sunnyvale CA



CommonWealth Central Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Advisor

  • Jan 2006 - Jan 2008

  San Jose CA