董事会
这是你的黑板, a diverse group of financial, legal and business experts who share a common goal: always doing right by our members.
Access to your accounts anywhere, anytime
我们的 accomplished internal leaders are dedicated to helping you build your financial health and well-being and live your best financial life. 我们随时为您服务.
艾琳·门德斯 is President and Chief Executive Officer of 帕特尔科信用合作社, where she leads strategic planning and upholds a strong commitment to improving the financial health and wellbeing of nearly 500,000 members throughout Northern California. Since her arrival at 帕特尔科信用合作社 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.从90亿到超过90亿美元.70亿美元资产.
Prior to joining Patelco in 2013, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. Her career began as a part-time teller for American 储蓄 Banks, where she progressed to SVP of Retail Banking. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and Chief Technology Officer of Health Net, 公司.
Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, is a graduate of the Advanced 领导 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, serves on the CUNA Advocacy Committee and is an executive member of the California/Nevada Wine Auction raising funds for the Children’s Miracle Network and related hospitals. 2015年和2016年, 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. She was the recipient of the American Banker – The Most Powerful Women in 信贷 Unions, 2022.
苏珊Makris is the Chief Administrative Officer for 帕特尔科信用合作社 and has served the credit union for 10 years. She comes with more than 35 years of experience partnering with business leaders to drive organizational effectiveness, lead transformational change, maximize performance and optimize human capital. She oversees enterprise-wide Human 资源, Learning and Development, Corporate Communications, 欺诈防范 & 操作. She holds a Bachelor of Arts from UCLA, is a Certified Innovation Executive from the Stanford University Graduate School of Business, and an HBX Disruptive Strategy & Sustainable Business Strategy certificate from Harvard Business School.
Before joining Patelco, she served as VP of Human 资源 at CoreLogic for the Data & 分析部门. 在CoreLogic之前, Susan was VP of Human 资源 with Fifth Third Bank, where she led Human 资源 for the Processing Solutions and Investment Advisors business lines.
Susan holds a Bachelor of Arts from UCLA, is a Certified Innovation Executive from the Stanford University Graduate School of Business, 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, 和市场营销, in addition to overseeing our deposits portfolio. She is also the Chief Executive Officer of Patelcorp 公司, responsible for the Investment and 保险 business.
Melissa’s extensive experience includes Managing Partner at Savant 公司., a national high-tech professional services corporation, and ten years with Wells Fargo. 在富国银行, Melissa held several senior roles including SVP, Affluent Customer Segment Manager; SVP, Customer Experience Manager; and SVP, Business Manager/Consumer 信贷. In addition to her senior roles with Wells Fargo, Melissa worked with Citigroup as their SVP, 网络营销 & US Partnerships and VP, Area Retail Branches and Call Center Manager.
Melissa has a Bachelor of Science in Economics and International Management from Oklahoma State University, has completed graduate level coursework in Economics at Columbia University, and holds a Series 7 license.
Rolly is Patelco’s 首席财务官 and brings more than 25 years of experience in financial services and consulting to Patelco. As Patelco’s 首席财务官, 罗利领导会计, 报告, financial control systems, financial risk management, financial planning and analysis, 定价, 资本计划, asset and liability management, and corporate real estate.
Rolly held several executive level positions at MUFG Union Bank and Washington Mutual and most recently was EVP and chief financial officer of Accion Opportunity Fund, a nonprofit community development financial institution focused on providing small business loans and technical assistance to entrepreneurs who are women, 有色人种, or low-to-moderate income.
Richard is the 首席贷款主任 at Patelco. In his role he is responsible for managing the growth of the consumer and commercial loan businesses. Prior to joining Patelco in 2018, he held executive roles within Citibank’s global and North American retail banking businesses including Global Head of Personal Lending and Head of US Retail Consumer Lending. Previously he had various product management 和市场营销 roles at American Express and the advertising agency 萨奇 & 萨奇.
Richard received his undergraduate degree from Williams 大学 and his MBA from Columbia Business School.
Kal became Patelco’s Chief Technology Officer in 2019. He is responsible for leading the technology and transformation functions across Patelco, which includes the alignment of strategic priorities across all lines of business. He has more than twenty years of experience setting the vision for and delivering solutions for companies that range from high-growth technology and software startups to Fortune 500 global brands.
Kal leads the teams responsible for enterprise application development and engineering, data governance and architecture, operations and infrastructure, 信息安全, project management and the integration and conversion of systems in support of Patelco’s strategic plan and priorities. He also sets the strategic direction for technology and technical operations to support Patelco’s financial health and wellbeing mission and commitment to our members.
Angela is the SVP, General Counsel at Patelco. Angela is an accomplished General Counsel with over 20 years of experience providing legal and business counsel to companies in various stages of development from large, global public companies to startup fintechs.
She brings deep experience in financial services regulatory compliance, complex commercial transactions, 公司事务, and her areas of specialty include regulatory compliance, commercial technology transactions, 公司法, 许可, 劳动与就业, 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 领导.
David leads the credit union’s risk-based audit planning efforts to assess and recommend improvements to key operational and finance activities as well as the testing of internal controls. David brings more than 25 years of experience in financial services and professional auditing firms to Patelco and plays an integral role in ensuring the overall health and welfare of the credit union.
David joined Patelco after more than 25 years of experience in financial services and professional auditing firms. Prior to joining Patelco, 大卫是执行副总裁, Head of 审计 Oversight for the Retail Banking Division for Bank of the West. He has also held audit and quality assurance roles at BlackRock and Charles Schwab. 在他所有的角色中, David has brought clarity and definition to processes that have been new or needed redesigning, and he has a strong reputation for simplifying complex concepts and making them actionable. David has Master’s and Bachelor’s degrees in Business Administration and Accounting.
这是你的黑板, a diverse group of financial, legal and business experts who share a common goal: always doing right by our members.
西格尔咨询. 自2005年开始服务.
保险行政. 自2006年开始服务
California State University East Bay. 2004年开始使用.
住房执行. 自2001年开始服务.
American Ratings Corporation. 2008年开始使用.
律师事务所. 自1996年开始服务.
供应链金融. 2024年开始服役.
商业顾问. 自1996年开始服务.
蜕变的葡萄酒. 2010年开始使用.
艾琳·门德斯 is President and Chief Executive Officer of 帕特尔科信用合作社, where she leads strategic planning and upholds a strong commitment to improving the financial health and well-being of more than 400,000 members throughout Northern California. Since her arrival at 帕特尔科信用合作社 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 $3.90亿到80多美元.70亿美元资产.
Prior to joining Patelco in 2013, Erin served as Executive Vice President and Chief Operating Officer at SchoolsFirst Federal 信贷 Union. Her career began as a part-time teller for American 储蓄 Banks, where she progressed to SVP of Retail Banking. Erin’s more than 30 years’ experience in the financial industry also includes CIO and SVP of 操作 at Western Financial Bank and Chief Technology Officer of Health Net, 公司.
Erin earned the designation of Certified Chief Executive from the 信贷 Union Executive Society, is a graduate of the Advanced 领导 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, serves on the CUNA Advocacy Committee and is an executive member of the California/Nevada Wine Auction raising funds for the Children’s Miracle Network and related hospitals. 2015年和2016年, 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. She was the recipient of the American Banker – The Most Powerful Women in 信贷 Unions, 2022.
转按揭贷款. 自2006年开始服务.
A subset of our 董事会, this committee is responsible for overseeing Patelco’s financial 报告, 披露的信息, 风险评估.