我们的 管理团队

Prior to joining Patelco in 2013, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. Her career began as a part-time teller for American 储蓄 Banks, where she progressed to SVP of Retail Banking. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and Chief Technology Officer of Health Net, 公司.

Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, is a graduate of the Advanced 领导 Institute at Harvard Business School, and holds a Bachelor of Science degree in business administration. She currently serves as a director for CU Direct, serves as a director and treasurer for CUES, 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, Susan was VP of Human 资源 with Fifth Third Bank, where she led Human 资源 for the Processing Solutions and Investment Advisors business lines.

Susan holds a Bachelor of Arts from UCLA, is a Certified Innovation Executive from the Stanford University Graduate School of Business, and an HBX Disruptive Strategy & Sustainable Business Strategy certificate from Harvard Business School.

Melissa’s extensive experience includes Managing Partner at Savant 公司., a national high-tech professional services corporation, and ten years with Wells Fargo. 在富国银行, Melissa held several senior roles including SVP, Affluent Customer Segment Manager; SVP, Customer Experience Manager; and SVP, Business Manager/Consumer 信贷. In addition to her senior roles with Wells Fargo, Melissa worked with Citigroup as their SVP, 网络营销 & US Partnerships and VP, Area Retail Branches and Call Center Manager.

Melissa has a Bachelor of Science in Economics and International Management from Oklahoma State University, has completed graduate level coursework in Economics at Columbia University, and holds a Series 7 license.

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, or low-to-moderate income.

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, data governance and architecture, operations and infrastructure, 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.

She brings deep experience in financial services regulatory compliance, complex commercial transactions, 公司事务, and her areas of specialty include regulatory compliance, commercial technology transactions, 公司法, 许可, 劳动与就业, M&A, data privacy, and risk management. Angela was recognized and honored with a 2022 Women, Influence & Power Law Award in the category of In-House Counsel – Collaborative 领导.

David joined Patelco after more than 25 years of experience in financial services and professional auditing firms. Prior to joining Patelco, 大卫是执行副总裁, Head of 审计 Oversight for the Retail Banking Division for Bank of the West. 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.

Prior to joining Patelco in 2013, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. Her career began as a part-time teller for American 储蓄 Banks, where she progressed to SVP of Retail Banking. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and Chief Technology Officer of Health Net, 公司.

Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, is a graduate of the Advanced 领导 Institute at Harvard Business School, and holds a Bachelor of Science degree in business administration. She currently serves as a director for CU Direct, serves as a director and treasurer for CUES, 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.