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Albert joined InvestiFi as a seasoned veteran in the credit union space with over 10 years experience. He was the Vice President of Deposits and Business Relations at CapEd Credit Union where he was responsible for the strategic planning of the deposits portfolio and applicable revenue streams. In his nearly a decade of experience at CapEd, he oversaw Treasury Management, Consumer Deposits Operations, Quality Assurance and Wealth Management. He also served as a member of CapEd Credit Union’s Asset and Liability Management Committee which was responsible for effective balance sheet management to mitigate risks, optimize profitability and achieve strategic objectives for the credit union.
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Prior to CapEd, he was AVP, Treasury Management for Zions Bank where he optimized revenue generation within assigned portfolios.
Recognized as an Idaho Business Review’s “Accomplished 40 Under 40″ and “Excellence in Finance.” He also holds the designation of Certified Credit Union Financial Counselor (CCUFC) from Americas Credit Unions. Albert is dedicated to leverage his expertise to foster economic empowerment and advance financial wellness in our communities.
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