Patelco Credit Union strengthens leadership team
Collective Expertise enhances Credit Union’s commitment to member service, information security, fraud protection, talent, risk management, finance and legal counsel
DUBLIN, CALIF. (February 26, 2021) —
Patelco Credit Union welcomed nine executives to its leadership team in 2020 and 2021. Angela Jeffers joins as senior vice president – general counsel, Darrick Wilson as vice president of information security, Sean Sanner as vice president of fraud, Jud Major as vice president of compliance, Vu Nguyen as vice president of risk management, Venkat (Vinni) Bala as vice president of debit and credit cards, Suzanne Rumsey as vice president of talent, Harold DeGuzman as vice president – controller, and Lisa Luiso as vice president of finance.
“In our mission to serve and support the financial wellbeing of our members, we made significant investments to enhance our talent and expertise to deliver the best in member service and products, information security, fraud protection, risk management, compliance and legal counsel,” said Erin Mendez, president and CEO of Patelco. “The combined experience of Angela, Darrick, Sean, Jud, Vu, Vinni, Suzanne, Harold, and Lisa brings a new wealth of knowledge and skill sets that will shape our organization in 2021 and beyond.”
Patelco welcomes Angela Jeffers as senior vice president, general counsel (Registered In-House Counsel in CA). Jeffers is an accomplished general counsel with more than 25 years of experience providing legal and business counsel to companies in various stages of development, from large global public companies to start-up fintech companies. Prior to joining Patelco, Jeffers served as assistant general counsel at Bank of America, chief region counsel for Hyperwallet, a payments fintech company purchased by PayPal, and most recently as general counsel and chief compliance officer at Loansnap Holding, Inc., a technology-based online consumer mortgage lender.
With her deep experience in financial services regulatory compliance, complex commercial transactions and corporate matters, Jeffers will champion a collaborative approach driven by sound legal solutions to minimize risks while supporting Patelco’s objectives to best serve the credit union and its members.
Patelco hired Darrick Wilson as vice president of information security. Wilson brings more than 20 years of information technology and financial services experience to the Patelco team. He has a strong record of success in creating and maturing robust information security programs, IT architecture, infrastructures and creative business solutions to address both immediate and future security and business challenges, while effectively managing cost and mitigating risk. Prior to joining Patelco, he served as vice president and chief information security officer at National Mortgage Insurance Corporation, a Fortune 100 Fastest Growing Company.
Sean Sanner joins Patelco as vice president of fraud. Sanner brings more than 15 years of fraud, cyber security and risk management experience in the financial services industry to Patelco. Prior to joining the Patelco team, he served as vice president and cyber security manager at Bank of the West and director of bank risk management at Charles Schwab Bank.
At Patelco, Sanner will provide strategic oversight and lead the fraud prevention team with a focus on protecting member and credit union assets, reducing risk and improving efficiencies and program analytics.
Patelco tapped Jud Major as its vice president of compliance. With a proven track record in navigating complex financial services policies and procedures for more than 20 years at Bank of the West and RBC Bank financial institutions, he will lead Patelco’s compliance team. Prior to joining Patelco, Major served as vice president of regulatory relations and vice president of compliance at Bank of the West. At Patelco, he will lead all internal and external audits and regulatory examinations to ensure the credit union’s policies and procedures are in compliance with laws and regulations.
Vu Nguyen joined Patelco as vice president of risk management. Nguyen is an accomplished risk management specialist with more than 20 years of experience in the financial services industry. With a passion for building a mindful risk management culture, he has established programs to identify, manage, monitor and mitigate risk. Most recently, he was the director of enterprise risk management at Fremont Bank. Prior to that, he served in risk management positions at First Republic Bank and Wells Fargo. At Patelco, Nguyen will lead the credit union’s risk management team and increase operational efficiencies through effective communication, best practices and leadership.
Patelco hired Venkat (Vinni) Bala as vice president of debit and credit cards. Bala brings more than 20 years of experience in the financial services industry to the Patelco team. Specializing in consumer and platform lending and operations, he has served in executive leadership roles building successful financial services products, marketing and credit programs at Deserve, Wells Fargo and Citi. In his role as Patelco’s vice president of debit and credit cards, Bala will lead delivery and expansion of credit and debit card portfolios and consumer lending operations.
Suzanne Rumsey joined Patelco as vice president of talent. With more than 20 years of experience as an inclusive human capital strategist, Rumsey has designed and implemented award-winning talent acquisition and development programs in the financial services, technology and healthcare industries at Cedars-Sinai, TiVo and Blue Shield of California. At Patelco, she will champion a collaborative and innovative talent process to increase organizational capacity and capabilities across the credit union as well as provide a compelling team member experience for the credit union’s employees.
Patelco hired Harold DeGuzman as vice president, controller. DeGuzman is an experienced accounting and finance professional with a successful track record of leading corporate teams and as an independent advisor for small- to medium-sized business. Previously, he served as CFO at ACTenviro where he played an integral role in strategic planning and growth as the company grew from $34 million to $80 million in revenue in five years. Prior to that he served as vice president of finance and CFO at CommonWealth Central Credit Union. At Patelco, DeGuzman will lead the credit union’s accounting operational function and team.
Patelco lands Lisa Luiso as vice president of finance. Luiso is a highly skilled leadership and financial management professional. She has a successful track record in leading highly functional teams and fostering productive partnerships across diverse audiences. Prior to joining Patelco, Luiso served as Silvergate Bank’s senior vice president and finance manager and Wells Fargo’s vice president of Balance Sheet Center of Excellence, among other positions during her 19 year tenure. At Patelco, Luiso will oversee the credit union’s accounting department and lead the team’s financial planning and management.
About Patelco Credit Union
Dublin, Calif.-based Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With more than 400,000 members primarily in and around northern California, Patelco is committed to improving their members’ financial well-being and fueling hope and opportunity for its members by offering personalized solutions, advice, and expertise that empower them to achieve personal financial freedom. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $8 billion in assets. For more information, visit https://www.patelco.org/.
