People in the News
Charter Oak Federal Credit Union, Groton, Conn., announced the appointment of two area residents, Annette M. Janovic of Waterford and Paul Filippetti of Mystic, to its supervisory committee. Both CU members will assist the CU’s board of directors in overseeing accounting, reporting and internal control responsibilities. Janovic serves as the Connecticut senior business consultant for Alloya Corporate Federal Credit Union and has over 24 years of credit union industry experience. Filippetti, a partner at Gothie, Hoyt & Filippetti, LLC, Certified Public Accountants, has been a Charter Oak member since 1984. He has served as a member of the CU’s SCCT Management Committee since 2010 and is a member of the American Institute of Certified Public Accountants, as well as the Connecticut Society of CPAs. In addition to his volunteer work with Charter Oak, Filippetti serves as a board member for the Groton Parks Foundation. Filippetti is a graduate of the University of Connecticut and a CPA.
People’s Credit Union, Middletown, R.I., announced the promotion of Stacy Mello to loan origination manager. In this position, Mello is responsible for the processing, underwriting and closing of all loan types. She will also ensure that all procedures are compliant and all work flows are efficient. Mello has been with People’s Credit Union since 1989. Over the years she has been involved in many areas of the CU. She began her career with PCU working in the branch before moving to the finance department. In 1998 she joined the lending department as a mortgage processor. In 2007, Mello was promoted to the position of loan underwriter.
SECU, Linthicum, Md., announced that Rod Staatz, president/CEO of the CU, has been re-elected to the board of directors of the Credit Union National Association. Staatz has been active in CUNA affairs, testifying before the U.S. House of Representatives Committee on Financial Services regarding the Overdraft Protection Act, as well as before the House Subcommittee on Financial Institutions and Consumer Credit regarding the proposed Consumer Financial Protection Bureau. Staatz, who also serves as vice chairman of the board of the Maryland and DC Credit Union Association,– will begin his second term on March 19 in conjunction with CUNA’s Governmental Affairs Conference held in Washington. He will represent CUNA’s District 3, Class C. Other incumbents elected to the CUNA board of directors include Mike Mercer, Georgia Credit Union Affiliates; Peter P. Dzuris, Northland Area Federal Credit Union; Patrick S. Jury, Iowa Credit Union League; Winona Nava, Guadalupe Credit Union; and Brett Martinez, Redwood Credit Union. New directors elected to the CUNA board include Paul Hughes, Greenville Federal Credit Union and Michael L’Ecuyer, Bellweather Community Credit Union.
Sharon Credit Union, Sharon, Mass., had its employees gather to celebrate President Jim Carlson’s 25 years of service. Carlson began his career with the credit union in 1987 when the CU served just the Sharon community with one office location and a staff of six. Over the next decade, he was instrumental in the growth and expansion of the credit union into the East Walpole and Mansfield communities. In 1993, he was elected to the board of directors, and in 2000 he was elected to his current position of president. As president, Carlson has presided over a period of continued growth and accomplishments. In 2008, the credit union acquired the North Attleboro Federal Credit Union, adding its one office as a full-service branch of Sharon Credit Union. Also in 2008, a Foxboro branch was opened as the fifth full-service branch. Sharon Credit Union now has assets of $431 million and a membership of nearly 30,000, served by a staff of 80 full- and part-time employees.
St. Mary’s Bank, Manchester, N.H., announced the promotion of Pamela A. Roy to director of human resources. In her new role, Roy is responsible for the day-to-day operations of all human resources functions, including recruitment, compensation and benefits, and employee relations training and development. Roy joined St. Mary’s Bank in August 2005 as a human resources officer; in 2010, she assumed the role of human resources manager, which included management responsibility for the credit union’s training and development programs. Prior to joining St. Mary’s Bank, Roy held human resources positions at several New Hampshire companies, most recently as partner at Amherst Technologies in Merrimack. Roy has a master of arts in management from Bellevue University and is a certified human resources professional, having passed her human resources professional exam through the National Human Resources Institute in 2002.
Redwood Credit Union, Santa Rosa, Calif., announced that President/CEO Brett Martinez has been named chairman of the board of the Santa Rosa Chamber of Commerce, where he will work with the chamber board and CEO to help support and guide in its mission to promote and advocate for local businesses and create a vibrant, sustainable economy for the region. Martinez has served as RCU’s president/CEO since 2004, and he is active on several nonprofit, community and industry boards and committees. Martinez is the recipient of numerous honors including the 2011 Executive Campaign Chair of the Year award from United Way of the Wine Country, the 2010 Caught in the Act of Leadership Award from the North Bay Leadership Council, and the 2009 Community Leader of the Year award by readers of NorthBay biz magazine.
Corporate Central Credit Union, Muskego, Wis., announced the promotion of Chris Felton to executive vice president. In this role, Felton will lead all areas focused on the member experience within the corporate, including member service, correspondent services operations, business development, investment and loan sales, marketing and education, and online system access related to member interaction. In addition, he is responsible for all existing service partner relationships and securing new partners to deliver innovative and cost effective services for members. As executive vice president, Felton will additionally be charged with helping to guide the strategic vision for the corporate by uniquely partnering with members to collaborate on initiatives and innovation. Felton began his career at Corporate Central Credit Union in 1990, becoming the first sales rep for the then-Wisconsin Corporate Central Credit Union. Over the years, he has been instrumental in expanding Corporate Central’s membership base now with members across the country from New York to Hawaii; developing products and services to enhance the value to members; and working directly with members to better understand their needs and their vision of a corporate focused entirely on them.
Educational Community Credit Union, Kalamazoo, Mich., announced the promotion of Susan Rafferty as ECCU’s new finance manager. Rafferty’s responsibilities include overseeing and directing the activities of the accounting, card services, financial analyst and payment systems staff, and assisting with the management of the credit union’s investment programs. Rafferty has worked at ECCU for over 15 years and has served most recently as financial analyst since 2010. Rafferty previously served as the credit union’s mortgage loan supervisor, loan officer and financial service representative. Her previous financial industry experience includes serving as a commercial credit assistant at Old Kent Bank, and as a consumer loan and new accounts representative for Fidelity Savings Bank. Susan has a bachelor’s degree in management from Davenport University and formerly served on the Board of Credit Managers Association of Kalamazoo.
U.S. Federal Credit Union, Burnsville, Minn., recently announced that Reyna Staats has joined its marketing department as the senior business development specialist. In her new position, Staats will promote programs for partner companies that allow her to develop and maintain relationships. U.S. Federal partner companies are companies that team up with USFCU to provide their employees additional benefits at no cost through U.S. Federal. Such free benefits include financial seminars, special offers on financial products and financial checkups. Staats was promoted from within U.S. Federal; prior to her current position, she was the branch manager for USFCU’s Shakopee location. With her background and experience with U.S. Federal, Reyna will be able to continue offering excellent service to partners and will support the organization’s passion for giving back to the Greater Twin Cities Community.
CME Federal Credit Union, Columbus, Ohio, announced the promotion of Brian Warner to senior vice president of finance and administration after he served eight years as a vice president of finance. Warner is responsible for the finance, operations and risk management areas of the credit union. He manages the preparation of the monthly financial statements and oversees the day-to-day operations. Warner is responsible for developing the annual budget, preparing the asset-liability management reports and administering the investment portfolio. Prior to joining CME in 2003, Warner spent more than 12 years with Condit & Associates, a certified public accounting firm, where he earned the title of audit manager. Warner graduated from Ohio State University with a bachelor of science in business administration majoring in accounting. He is a member of the American Institute of Certified Public Accountants. Also, Susan Gribben has been named to the position of assistant vice president of operations. She most recently served as the operations manager. Gribben is responsible for managing the day-to-day operations for CME. She supervises cash management for the branches and implements policy to reduce check loss. She is responsible for the ATM network and placement for CME. In addition, she also supports the credit union as the company trainer. She trains all new staff and coordinates companywide training on topics from security to regulatory updates as needed. Prior to joining CME in 2005, Gribben worked in private banking for Old Kent Bank & Trust and at the MSU Bookstore in East Lansing, Mich., as the assistant store director. A graduate of Michigan State University, she holds a bachelor’s degree in communication.
Guardian Credit Union, West Milwaukee, Wis., announced the promotion of Dave Zwaska to assistant vice president of risk management. In this position, Zwaska will be responsible for monitoring Guardian’s assets, mitigating losses, collecting delinquent loan accounts, establishing repayment schedules and maintaining customer confidence. From the date of his hire in 2009, Zwaska has demonstrated strong leadership skills and has applied his experience and knowledge to advancing Guardian Credit Union’s member service approach.
CFE Federal Credit Union, Lake Mary, Fla., announced that John Thomas has been named as director of facilities. In this new position, Thomas assumes full responsibility for the operation and maintenance of CFE’s Lake Mary facility, 19 branch locations throughout Central Florida and four high school branches. He has oversight of the facilities budget, employees and contractors. Thomas will maintain the highest level of efficiency and service towards the CFE membership and employees. Thomas joins CFE with previous facilities management and construction experience in central Florida, including assisting in the coordination of building the current CFE operations center. He holds several certifications in areas such as LEED, HVAC and Inspector that will serve him well in his position and benefit CFE as he develops contacts within the credit union community.