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EAST
Alec Shumway The $336 million, Fairhaven, Mass.-based Alltrust Credit Union hired Alec Shumway as branch manager of the Fairhaven branch in Fairhaven, Mass. Shumway brings eight years of experience in the retail banking industry, having most recently served as retail trainer for Bluestone Bank, where he created and maintained Universal Banking Modules to further the training development for all retail employees. In his new role, he will maintain a high-quality service culture by expanding and establishing member relationships. He will also be responsible for assisting and guiding staff members to be successful and ensuring members are being served efficiently.
William Pagan The $2.1 billion, Lowell, Mass.-based Jeanne D'Arc Credit Union hired William Pagan as a branch officer at the Methuen branch in Methuen, Mass. Pagan most recently served as assistant branch manager at Reading Cooperative Bank for four years. Before that, he was a team leader at the $11.9 billion, Marlborough, Mass.-based Digital Federal Credit Union. Pagan is a Massachusetts Notary Public and received his Branch Management Certificate from the Massachusetts Bankers Association.
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MIDWEST
Jonathan Collier The $2.1 billion, Kalamazoo, Mich.-based Consumers Credit Union announced two new hires.
Jonathan Collier was hired as training manager. In his new role, Collier will work to deliver high-quality, impactful training opportunities to Consumers team members to support and equip them with skills to provide a high level of service. He brings more than 10 years of experience in similar roles, in which he assessed hundreds of training and leadership development programs.
Katy Meverden was hired as office manager of Consumers' Walker location in Grand Rapids, Mich. Meverden brings more than a decade of experience leading teams in various fields, including the financial industry, and spent some time as a mortgage loan officer. In her new role, she will lead and work with her team to provide world-class services for Consumers' membership.
Katy Meverden SOUTH
Brian Baird The $585 million, Jacksonville, Fla.-based RadiFi Credit Union hired Brian Baird as a senior wealth advisor. Baird brings over 20 years of experience in financial services, private wealth management, and retail and commercial banking, having most recently served as manager of financial services for Prudential Financial for five years. Prior to that, he was financial sales leader at Fifth Third Securities as well as at First Tennessee Bank Advisors. His expertise includes investment and retirement asset management, estate planning, financial planning and business financial services. In his new role, Baird will empower members in achieving their long-term financial goals by providing them with exceptional personalized financial planning services, including by offering expert guidance in investment portfolio construction and management.
Lisa Back The $965 million, Austin, Texas-based Greater Texas|Aggieland Credit Union hired Lisa Back into the newly-created role of CFO. Back is a CPA who most recently served as CFO at the $999 million Velocity Credit Union in Austin for nearly 15 years. In her new role, she will be responsible for managing the Greater Texas|Aggieland accounting and finance department, financial reporting, budgeting, board reporting, asset liability management and risk management. Previously, Back also served as SVP and controller at CitiCapital, and before that, SVP and senior audit director at Bank of America. She began her career as a supervisory auditor at Ernst & Young.
CUSOS
Steve Bone Member Access Processing (MAP), a Kent, Wash.-based card processing aggregator for credit unions, named Steve Bone CEO. Bone has been an executive in financial services technology for 31 years, having most recently served as COO at Trellance. While at Trellance, he focused on mergers and acquisitions and partnerships, and following Trellance's acquisition of Ongoing Operations (OGO), he managed the transition of the OGO business line and developed new services in the talent business line. Before that, Bone served in executive roles with FIS, CAPCO, Q2 and First Entertainment Credit Union ($2.1 billion, Hollywood, Calif.). Bone's focus on financial services technology innovation spans business development and operational roles in more than 20 countries – at FIS, he led a global services division focused on large financial institutions, and as a partner at CAPCO, he led the delivery teams for three digital bank builds on three continents. He was also a founder and executive in the Q2 Banking as a Service division.
VENDORS
Benson Porter, retired president/CEO of the $28.9 billion, Tukwila, Wash.-based BECU, was named chair of the new Fintech CUSO Fund at the Boca Raton, Fla.-based private equity firm Black Dragon Capital. The fund, which will invest in early-stage and buyout fintechs, aims to bring innovative new technology to the community and benefit credit unions and community-based financial institutions. Black Dragon Capital is a multi-phased investment firm focused on advanced technologies in high-growth segments.
Please send your People news items to Natasha Chilingerian at [email protected].
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Natasha Chilingerian
Natasha Chilingerian has been immersed in the credit union industry for over a decade. She first joined CU Times in 2011 as a freelance writer, and following a two-year hiatus from 2013-2015, during which time she served as a communications specialist for Xceed Financial Credit Union (now Kinecta Federal Credit Union), she re-joined the CU Times team full-time as managing editor. She was promoted to executive editor in 2019. In the earlier days of her career, Chilingerian focused on news and lifestyle journalism, serving as a writer and editor for numerous regional publications in Oregon, Louisiana, South Carolina and the San Francisco Bay Area. In addition, she holds experience in marketing copywriting for companies in the finance and technology space. At CU Times, she covers People and Community news, cybersecurity, fintech partnerships, marketing, workplace culture, leadership, DEI, branch strategies, digital banking and more. She currently works remotely and splits her time between Southern California and Portland, Ore.
