Scott Waite, chief financial officer and senior vice presidentof Patelco Credit Union, will serve on a new advisory board atSaveDaily Inc., a mutual fund platform provider.
|The board will assist management with marketing and financialindustry best practice strategies, according to SaveDaily in SealBeach, Calif. The firm, which conducts business through itswholly-owned subsidiary SaveDaily.com Inc., offers investment andrecord-keeping services to its intermediary partners.
|Patelcorp Inc., the investment and insurance subsidiary of the$3.6 billion Patelco CU in Pleasanton, Calif., formed a partnership lastyear with SaveDaily and InvestDaily, a mutual fund service offered through the creditunion.
|Waite is also CEO of Patelcorp.
|Bart Creedon, principal and health savings account nationalproduct director for ACS Mellon, joins Waite on SaveDaily'sboard.
|“Having individuals of this caliber on our advisory board willhelp guide our market penetration into the financial servicesindustry,” said Gregory Vacca, president of SaveDaily.
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