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SENIOR MANAGEMENT
John Cassidy - President/Chief Executive Officer
Bruce Fox - Executive Vice President/Chief Investment Officer
Kathy Garner - Executive Vice President, Member Relations & Business Development
Brent Smith - Senior Vice President/Risk Officer
Melissa Wardell - Senior Vice President/Chief Financial Officer
Jerry Delezen - Senior Vice President, Information Technology
Brad Ganey - Senior Vice President, Payment Services
Pam Wiseman - Assistant to the President
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John Cassidy, President/Chief Executive Officer
John Cassidy was appointed CEO of Southwest Corporate in December of 2006. He is responsible for implementing the strategic goals and objectives of the organization and, with the chair, helps enable the Board to fulfill its governance function. John provides direction and leadership to Southwest Corporate’s six senior executives toward the achievement of the organization's philosophy, mission, strategy, and its annual goals and objectives. He is also a member of Southwest Corporate’s Asset/Liability Committee.
Prior to becoming CEO, John was Senior Vice President–Chief Financial Officer with responsibilities for the financial and accounting, human resources, and administrative functions of Southwest Corporate. John joined Southwest Corporate in 1992 as a business development officer for the Investment Advisory Service. He previously was chief financial officer of Police and Fire FCU in Philadelphia, and an auditor with Arthur Andersen & Co.
John holds a Master of Business Administration degree from the University of North Carolina, and a Bachelor of Science degree from St. Joseph's University in Philadelphia, and is a Certified Public Accountant.
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Bruce Fox - Executive Vice President/Chief Investment Officer
Bruce Fox joined Southwest Corporate in 1991. As Executive Vice President/Chief Investment Officer, he directs Southwest Corporate’s asset/liability management, lending and investment management functions, and is responsible for the development of all balance sheet management and derivative strategies. Additionally, he is the operating principal for Southwest Corporate Investment Services (a wholly-owned subsidiary of Southwest Corporate Federal Credit Union) which offers an institutional investment advisor program and an asset-liability management reporting and consulting service. He is also responsible for directing certain corporate-wide projects and initiatives.
Bruce has been actively involved in the financial markets for more than twenty years. Prior to joining Southwest Corporate, he was an investment portfolio manager for Members Insurance Company in Dallas, Texas. He also worked in various capacities with two regional brokerage firms.
Bruce received a Bachelor of Business Administration degree in Finance and a Master of Business Administration in Finance, both from Texas A&M University at Commerce. He also holds NASD series 7, 24, 27, 53, 63 and 65 licenses. He is a member of Southwest Corporate’s asset/liability management committee and chairman of Southwest Corporate’s member credit committee.
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Kathy Garner - Executive Vice President, Member Relations & Business Development
Kathy Garner is the Executive Vice President, Member Relations & Business Development, for Southwest Corporate. She joined Southwest Corporate following the December 2007 merger of Northwest Corporate and Southwest Corporate Federal Credit Unions.
Kathy joined Northwest Corporate FCU as President/CEO in July 1995. She is currently the chair of CU Business Group, LLC; on the board of Primary Financial Company, LLC; and serves on the boards of two item-processing CUSOs. Kathy also serves on the Association of Corporate Credit Union's (ACCU) Legislative and Regulatory Committee. She serves the Governmental Affairs Committee for the Credit Union Association of Oregon, is on the Board of the Oregon Credit Union League Foundation, and holds an ex-officio position on the Washington Credit Union Foundation Board.
Previously, Kathy served on the Board of U.S. Central FCU from May 2004 to November 2007 where she served as vice chair. She also served on the Executive Committee of the ACCU as chair from November 1995 to November 1998. Kathy was the chair of U.S. Central’s Credit Committee from 1996 through 2004. And served on the Board of Western Payments Alliance (WesPay) from 2000-2004.
Prior to joining Northwest Corporate, Kathy was an Investment Advisor with Corporate Network Brokerage Services, Inc.'s Investment Management division. Before that, she worked in the U.S. Central Credit Union in the Asset/Liability Department.
Kathy is a credit union Development Educator. She received a Bachelor of Science Degree in Finance from Utah State University and an MBA from University of Missouri/Kansas City.
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Brent Smith - Senior Vice President/Risk Officer
Brent joined Southwest Corporate in June of 1990. He heads the Southwest Corporate's risk oversight department, which evaluates investment, derivative, lending, item processing and correspondent service activities. This department, using management control processes, safeguards the Southwest Corporate's resources and ensures compliance with corporate policies and practices. This department includes the Corporate's legal, investment credit, compliance and internal audit functions. Brent is a member of Southwest Corporate's Asset/Liability Committee (ALCO) and Security Committee. Currently Brent serves as the Chairman of the Compliance Clearing House Advisory Committee of the Association of Corporate Credit Unions and is a member of the North American Asset/Liability Management Association.
Previously, Brent managed the A/LM and Credit & Compliance offices at Southwest Corporate. Brent came to Southwest Corporate with extensive experience in portfolio management and A/LM analysis. He has held similar positions with American Federal Bank and Murray Federal Savings, both of Dallas.
Brent received his Bachelor and Master's degrees in economics from the University of North Texas, where he has also taught microeconomics and money & banking.
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Melissa Wardell - Senior Vice President/Chief Financial Officer
Melissa is responsible for the financial and accounting, human resources, and administrative functions at Southwest Corporate. Included among her responsibilities are internal and external financial reporting, financial planning, payroll and benefits, facility management, and purchasing. Melissa is a member of Southwest Corporate's asset/liability committee and technology steering committee.
Prior to becoming CFO, Melissa served as Controller. Before joining Southwest Corporate in 1994, Melissa was a Senior Auditor for Price Waterhouse.
Melissa received both her Master of Science and Bachelor of Science degrees from the University of North Texas, and is a Certified Public Accountant.
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Jerry Delezen - Senior Vice President, Information Technology
Jerry Delezen directs the activities of the Information Technology department and is responsible for the development, integration, operation, and support of Southwest Corporate's automated systems, corporate database, and all voice and data communications. He joined Southwest Corporate in January of 1994 and now has over 30 years of experience in information systems and management.
Jerry's areas of responsibility include: Application Programming, Project Management, Computer Operations, Network Administration, Computer Help Desk, Telecommunications, Security Administration, and Business Recovery Planning & Coordination. He is also a member of the Security Committee, the Information Security Risk Assessment Team, the Business Continuity Committee, and is a member and past chairman of the Technology Steering Committee.
Prior to joining Southwest Corporate, Jerry managed the Information Systems department for Arkla Exploration.
Jerry received a Bachelor of Business Administration in Accounting from the University of Arkansas. He completed the Bank Administration Institute's graduate school of bank operations and technology at Vanderbilt University.
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Brad Ganey - Senior Vice President, Payment Services
Brad Ganey directs all Payments related services at Southwest Corporate including Item Processing (IP), Electronic Payments and Correspondent Services. In this capacity, Brad oversees the IP operations, support services, research & adjustments, IP projects & implementations, remote deposit support, ACH & card services (ATM/Debit) and funds transfer operations.
Brad joined Southwest Corporate in September 2000 and has more than 23 years of experience in the financial services industry. His background includes seven years in commercial banking where he served as an operations analyst and held various management positions in the Item Processing and Cash Management areas.
Prior to joining Southwest Corporate, Brad was employed by the Federal Reserve Bank of Atlanta's Jacksonville Branch, where he served in various management roles at the Branch and District level. A Florida native, Brad attended Jacksonville University majoring in Business Administration.
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Pam Wiseman - Assistant to the President
Pam Wiseman joined Southwest Corporate in December 2007. As the Assistant to the President, Pam is responsible for the day-to-day operations of the office of the president. She also coordinates all board-related functions and meetings. Pam serves as assistant secretary for the board of directors.
Prior to joining Southwest Corporate, Pam provided executive support in various roles for the Community Banking Division of EDS and the firms that subsequently acquired it. She has extensive experience in executive administration, facilities management, contract management, and staff management.
Pam is a 2002 graduate of the Collin County Community College Leadership Certification program.
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