CU Partner believes that the future success and viability of the credit union movement is dependent on keeping its philosophical roots. He believes in and follows the credit union principle, "not for profit, not for charity, but for service". This principle has worked for more than 100 years – and it remains relevant still today.
More Than Wistful Philosophy
CU Partner is a respected veteran whose broad experience produced a credit union leader with unusual insight into program development, policy creation and the know-how to get things done.
Twenty-Five Years Credit Union Service
- VP Operations and Compliance Officer for a $100 million community credit union, including oversight for lending, collections, operations, compliance and branch operations.
- VP Marketing for a $240 million community credit union
- Branch Manager for a $140 million community credit union
- Collections Manager
- Loan Officer
Relevant Education & Credentials
- NCUF Community Development Educator
- CUNA Compliance School
- Western CUNA Management School
- CUNA Marketing School
- CUNA Lending School
- CUNA Business Development School
- Bachelor of Science in Business Administration
Key Achievements
- CUCE and CCUE credit union designations
- NCUA approved CDCI secondary capital plans exceeding $7.0 million
- Successful net worth restoration plans
- CDFI grants awards to credit unions totaling $7.3 million
- Co-creator of the American Debt Relief Challenge
- Presenter at CUNA Community Credit Union and Growth Conference
CU Partner understands the challenges credit unions face today and is the trusted advisor to more than 45 credit unions located throughout the U.S.