Board of Directors
This is your board, a diverse group of financial, 法律和商业专家，他们有一个共同的目标:永远为我们的会员做正确的事.
我们有成就的内部领导致力于帮助您建立财务健康和幸福，并过上最好的财务生活. We’re here to serve you.
Erin Mendez is President and Chief Executive Officer of Patelco Credit Union, 她在哪里领导战略规划，并坚持对改善400多名员工的财务健康和福祉的坚定承诺,000 members throughout Northern California. Since her arrival at Patelco Credit Union in 2013, Erin has transformed the organizational culture to a focus on members, team members and the communities they serve. During this time, Patelco grew from $3.9 Billion to over $8.7 Billion in assets.
Prior to joining Patelco in 2013, 艾琳曾担任SchoolsFirst Federal Credit Union的执行副总裁兼首席运营官. Her career began as a part-time teller for American Savings Banks, where she progressed to SVP of Retail Banking. 艾琳在金融行业有30多年的经验，还包括西部金融银行的首席信息官和运营高级副总裁以及健康网的首席技术官, Inc.
她获得了Credit Union Executive Society认证首席执行官的称号, is a graduate of the Advanced Leadership 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, 担任CUNA倡导委员会成员，也是加州/内华达葡萄酒拍卖的执行成员，为儿童奇迹网络和相关医院筹集资金. In 2015 and 2016, 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. 她是2022年美国银行家-信用合作社中最具影响力的女性的获得者.
Susan Makris是Patelco Credit Union的首席行政官，并在该信用社服务了9年. 她拥有超过35年与商业领袖合作以提高组织效率的经验, lead transformational change, maximize performance and optimize human capital. She oversees enterprise-wide Human Resources, Learning and Development, Corporate Communications, Fraud Prevention & Operations. She holds a Bachelor of Arts from UCLA, 是斯坦福大学商学院的认证创新执行官, and an HBX Disruptive Strategy & Sustainable Business Strategy certificate from Harvard Business School.
在加入Patelco之前，她曾担任CoreLogic for the Data的人力资源副总裁 & Analytics Division. Prior to CoreLogic, Susan was VP of Human Resources with Fifth Third Bank, 她在那里领导处理解决方案和投资顾问业务线的人力资源部门.
Susan holds a Bachelor of Arts from UCLA, 是斯坦福大学商学院的认证创新执行官, and an HBX Disruptive Strategy & Sustainable Business Strategy certificate from Harvard Business School.
Serving Patelco and its members since 2014, Melissa is the Chief Retail Offer at Patelco, accountable for delivery channels, member experience and financial wellbeing, and marketing, in addition to overseeing our deposits portfolio. She is also the Chief Executive Officer of Patelcorp Inc, responsible for the Investment and Insurance business.
Melissa’s extensive experience includes Managing Partner at Savant Inc.在富国银行(Wells Fargo)工作了10年. At Wells Fargo, Melissa held several senior roles including SVP, Affluent Customer Segment Manager; SVP, Customer Experience Manager; and SVP, Business Manager/Consumer Credit. In addition to her senior roles with Wells Fargo, Melissa worked with Citigroup as their SVP, Internet Marketing & US Partnerships and VP, Area Retail Branches and Call Center Manager.
Melissa拥有俄克拉荷马州立大学经济学和国际管理学学士学位, has completed graduate level coursework in Economics at Columbia University, and holds a Series 7 license.
Rolly是Patelco的首席财务官，为Patelco带来了超过25年的金融服务和咨询经验. As Patelco’s Chief Financial Officer, Rolly leads accounting, reporting, financial control systems, financial risk management, financial planning and analysis, pricing, capital planning, asset and liability management, and corporate real estate.
Rolly曾在MUFG Union Bank和Washington Mutual担任多个高管职位，最近担任acaction Opportunity Fund的执行副总裁兼首席财务官, 一个非营利性的社区发展金融机构，致力于向女性企业家提供小企业贷款和技术援助, people of color, or low-to-moderate income.
Richard is the Chief Lending Officer at Patelco. 在他的职位上，他负责管理消费者和商业贷款业务的增长. Prior to joining Patelco in 2018, 他曾担任花旗银行全球和北美零售银行业务的执行职务，包括个人贷款全球主管和美国零售消费者贷款主管. 此前，他曾在美国运通(American Express)和盛世长城(Saatchi)广告公司担任各种产品管理和营销职务 & Saatchi.
他在威廉姆斯学院获得本科学位，在哥伦比亚商学院获得工商管理硕士学位.
Kal has been Patelco’s Chief Technology Officer since 2019. Kal is responsible for leading the technology function across Patelco, which includes the alignment of strategic priorities across all lines of business. 他拥有20多年的经验，为从高增长技术和软件初创公司到财富500强全球品牌的公司设定愿景并提供解决方案.
Kal领导负责企业应用程序开发和工程的团队, data governance and architecture, operations and infrastructure, information security, 项目管理，系统集成和转换，以支持帕特尔科的战略计划和优先事项. 他还为技术和技术运营设定战略方向，以支持Patelco的财务健康和福祉使命以及对我们会员的承诺.
Angela is the SVP, General Counsel at Patelco. 安吉拉是一位有超过20年经验的总法律顾问，为从大到大的不同发展阶段的公司提供法律和商业咨询, global public companies to startup fintechs.
She brings deep experience in financial services regulatory compliance, complex commercial transactions, and corporate matters, and her areas of specialty include regulatory compliance, commercial technology transactions, corporate law, licensing, labor and employment, 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 Leadership.
David领导信用社 基于风险的审计计划工作，评估并建议对关键运营和财务活动的改进，以及对内部控制的测试. David为Patelco带来了超过25年的金融服务和专业审计事务所经验，并在确保信用合作社的整体健康和福利方面发挥着不可或缺的作用.
David在加入Patelco之前，在金融服务和专业审计事务所拥有超过25年的经验. Prior to joining Patelco, David was EVP, Head of Audit Oversight for the Retail Banking Division for Bank of the West. 他还在贝莱德(BlackRock)和嘉信理财(Charles Schwab)担任审计和质量保证职务. Across all his roles, David为新的或需要重新设计的流程带来了清晰度和定义, 他在简化复杂概念并使其具有可操作性方面享有盛誉. David拥有工商管理和会计的硕士和学士学位.
This is your board, a diverse group of financial, 法律和商业专家，他们有一个共同的目标:永远为我们的会员做正确的事.
Segal Consulting. In service since 2005.
Insurance Executive. In service since 2006
California State University East Bay. In service since 2004.
Housing Executive. In service since 2001.
American Ratings Corporation. In service since 2008.
Attorney at Law. In service since 1996.
Consultant. In service since 1996.
Business Consultant. In service since 1996.
Metamorphosis Wines. In service since 2010.
Erin Mendez is President and Chief Executive Officer of Patelco Credit Union, 她在哪里领导战略规划，并坚持对改善400多名员工的财务健康和福祉的坚定承诺,000 members throughout Northern California. Since her arrival at Patelco Credit Union in 2013, Erin has transformed the organizational culture to a focus on members, team members and the communities they serve. During this time, Patelco grew from $3.9 Billion to over $8.7 Billion in assets.
Prior to joining Patelco in 2013, 艾琳曾担任SchoolsFirst Federal Credit Union的执行副总裁兼首席运营官. Her career began as a part-time teller for American Savings Banks, where she progressed to SVP of Retail Banking. 艾琳在金融行业有30多年的经验，还包括西部金融银行的首席信息官和运营高级副总裁以及健康网的首席技术官, Inc.
她获得了Credit Union Executive Society认证首席执行官的称号, is a graduate of the Advanced Leadership 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, 担任CUNA倡导委员会成员，也是加州/内华达葡萄酒拍卖的执行成员，为儿童奇迹网络和相关医院筹集资金. In 2015 and 2016, 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. 她是2022年美国银行家-信用合作社中最具影响力的女性的获得者.
RPM Mortgage. In service since 2006.
A subset of our Board of Directors, this committee is responsible for overseeing Patelco’s financial reporting, disclosures, and risk assessment.
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