Patelco hires Melissa Morgan as Chief Retail Officer

PLEASANTON, CA (September 8, 2014) — Patelco Credit Union, one of California’s largest credit unions with more than $4 billion in assets, announced the hire today of Melissa Morgan as Senior Vice President and Chief Retail Officer. Morgan will serve on Patelco’s Executive Team and as the Chief Executive Officer of Patelcorp, Inc., the investment and insurance arm of Patelco Credit Union. Morgan will report directly to Patelco President and CEO, Erin Mendez.

Morgan joins Patelco with more than 25 years of experience in the financial services industry. She most recently served as Managing Partner at Savant Access Inc., a national high-tech professional services corporation, where she was responsible for strategy, marketing, and sales. Prior to Savant, Morgan spent 10 years in senior positions at Wells Fargo, where her most recent leadership role was as SVP, Affluent Customer Segment Manager. In this position, Morgan was responsible for Wells Fargo’s store‐based private banking program servicing customers in the Western U.S. In addition to her leadership roles with Wells Fargo, Morgan spent more than 15 years at Citibank in various positions including Marketing Director, Strategic Planning, National Partnerships and Area Retail Branch Manager.

“Melissa has an impressive background in financial services and is a great addition to our team,” said Mendez. “Her commitment to serving and communicating with our members is exactly what Patelco strives for within our membership community.”

Morgan has a B.S. in Economics and International Management from Oklahoma State University, and has completed graduate level coursework in Economics at Columbia University. Additionally, she has served in many professional and non-profit organizations and is currently serving as Chairman of the Board for a multi-national charity, Education for the Children – USA, which provides education and social services for children living in poverty in Central America.

About Patelco Credit Union

Founded in 1936, Patelco Credit Union ranks among the largest credit unions in the nation and is the sixth largest in California with more than $4 billion in assets and 280,000 members. Throughout its 78-year history, Patelco has helped people and their communities prosper through volunteer initiatives and personalized service that focuses on transparency, simplicity in banking, and garnering trust. Patelco is a federally insured, not-for-profit, full-service credit union that offers the same types of products and services as large banks. For more information, visit

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