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MANAGEMENT TEAM
Sharon Begarney - Director of Support Services Sharon Begarney joined Southwest Corporate in 1980. She has held many positions within the company including member services representative; return & research lead; return & research supervisor; return, research, & adjustments manager; support services manager; item processing support services director; and now director of support services. Sharon is the Chairman of the NCHA Adjustments Committee and the Vice Chair of the VPUG Day 2 Research Committee. Kim Bickford, Vice President - Northwest Regional Office Kim Bickford became vice president of the Northwest regional office following the December, 2007, merger of Northwest Corporate and Southwest Corporate Federal Credit Unions. Prior to the merger, Kim was the senior vice president and chief operating officer for Northwest Corporate. Kim currently serves on the Board of Western Payments Alliance on the CEO selection committee and as the Education, Marketing, and Communications Chair. She also serves on the Corporate Network Marketing Forum Committee where she has been the Chair for seven years. Kim is a member of the American Marketing Association. Previously, Kim served on U.S. Central’s Core System Advisory Council and has taught the “Credit Union Marketing” class at Mt. Hood Community College. Prior to joining Northwest Corporate in 1994, Kim was a Healthcare Specialist with Commercial Furnishings, Inc., in Portland, Oregon, and a Branch Service Officer with First Interstate Bank in Beaverton, Oregon. Kim received a Bachelor of Arts Degree in Political Science from the University of Oregon. She studied abroad at the University of London, England and the National Cultural Exchange League in Nantes, France. Bill Brennan - Director of Item Processing Site Operations Bill Brennan directs Southwest Corporate's Item Processing Centers in Plano, Texas, and Jacksonville, Florida. In addition, Bill maintains direct managerial responsibility for the Dallas Item Processing Center and is responsible for the share draft capture, deposit processing, and return item processing for all member credit unions served in the Dallas Federal Reserve District. Bill joined Southwest Corporate in November of 2003 with 22 years of experience in the financial services industry. His background includes 19 years in commercial banking operations, holding several management positions with Bank of America to include proof and item processing, ACH, wire transfer, large currency transaction reporting and account services. Prior to joining Southwest Corporate, Bill served as a Senior Operations Manager at CitiStreet, with responsibility for pension payroll operations. Mike Byrne - Vice President, Investment Credit Mike Byrne is Vice President of the Investment Credit analysis department, overseeing the department’s review process for all of Southwest Corporate’s current holdings and counterparty exposures. Mike joined Southwest Corporate in July of 1999, serving in various capacities in the investment credit analysis department. Prior to joining Southwest Corporate, Mike worked several years in an analysis and trading capacity in the asset management sector. Mike received a BS in Economics and an MBA, both from Texas A&M University, and is a CFA charter holder. Karen Coble - Vice President, Sales Karen Coble directs the sales and training processes for Southwest Corporate products and services. She joined Southwest Corporate in 2000. Karen has more than 20 years experience in banking at four commercial banks including treasury management sales, national account sales, commercial lending, and market management. Karen is a Certified Cash Manager and an honors graduate of the Southwestern Graduate School of Banking at Southern Methodist University. She is a graduate of the National Commercial Lending School at University of Oklahoma and earned a BA from the University of Cincinnati. Jerry Delezen - 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. Brad Elliott - Director of Compliance Brad Elliott manages the internal interest rate risk modeling process at Southwest Corporate. He is also responsible for monitoring compliance with the Asset/Liability Management and Investment Policies. Prior to joining Southwest Corporate in 1997, Brad worked as a National Bank Examiner for the Office of the Comptroller of the Currency (OCC). Brad received a BS in Economics from Southern Methodist University and an MBA in Finance from the University of North Texas. Brad Ganey - Vice President, Item Processing Services Brad Ganey oversees all Item Processing and Image related services including Operations, Support Services, Research & Adjustments, IP Projects & Implementation, and Remote Deposit Support. Brad joined Southwest Corporate in September 2000 and has more than 21 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. Janice Ha - Vice President, Controller Janice Ha manages the overall operation of the accounting department at Southwest Corporate. Her responsibilities include internal and external financial reporting, budgeting & forecasting, and the coordination & management of external & internal audits. Janice joined Southwest Corporate in April 1999 in an internal audit capacity, moved into the position of assistant controller in December 1999, and became controller in January 2007. Prior to joining Southwest Corporate, Janice worked as a senior auditor for PricewaterhouseCoopers. Janice received her Bachelor of Accountancy degree from the University of Oklahoma with majors in Accounting and Finance. She is a Certified Public Accountant. Toby Harmon - Director of Office Services Toby Harmon directs the facilities at Southwest Corporate including Corporate and regional facility operations, construction, building engineering, building, security, landscape, and maintenance. He is also responsible for directing mail services, document management services, supplies and equipment management, purchasing, shipping, and receiving. Toby joined Southwest Corporate in 2006 after managing the furniture installation for the Corporate's new headquarters in Plano, Texas. Toby has 29 years of extensive experience in both office services and commercial furniture industries. Prior to joining Southwest Corporate, Toby was a senior project manager of Tusa Office Solutions, Inc. for 14 years. While at Tusa, he managed 200 plus projects mainly in the Dallas/Fort Worth metroplex including major projects for American Airlines' headquarters domestically and internationally, Pier one headquarters, Sysco Foods headquarters, Washington Mutual call centers, and many more. Toby is a member and actively involved with Banking Institution & Credit Union Council (BICUC), International Facilities Management Association (IFMA), and United States Green Building Council (USGBC). Pam Hensley - Vice President, Lending Pam directs the operations of Southwest Corporate’s Loan Department including the allocation of credit to members and the monitoring of credit risk in this area. She serves as a member of the Member Credit Committee. Pam joined Southwest Corporate in 1993 and has over 25 years of experience in the credit union industry and is a former credit union CEO. Pam holds a BBA and an MBA in finance from the University of North Texas, Denton, Texas. Denise Hill, Vice President - Georgia Denise is responsible for developing relationships with credit unions in Georgia and other Southeastern states. Prior to joining Southwest Corporate in January 2002, Denise was Assistant Vice President and Acting COO with Georgia Central Credit Union. Responsibilities included overseeing daily operations and working with members to meet investment needs. She has over 25 years additional investment experience including work as a Registered Sales Representative for SBC Warburg Dillon Read, as Vice President and Senior Portfolio Manager of ING Investment Management and as a Trust Investment Officer for Wachovia Bank. Denise is a CFA charterholder and member of the Association for Investment Management and Research and the Atlanta Society of Financial Analysts. Randy Ingram - Director of EFT & Member Services Randy Ingram is the Director of EFT and Member Services for Southwest Corporate FCU. In this capacity, Randy oversees the funds transfer, ACH & card services (ATM/Debit) operations, and the Member Services department. Randy started with SCFCU as a Corporate Account Officer, and then became Product Manager prior to taking on his current responsibilities. Randy worked in the financial institution industry for 18 years with previous experience in commercial and retail lending and in position as branch manager for an Austin community bank. Randy earned a BBA in Finance/Economics from Baylor University. Justin Lutes - Director, Operations Compliance Justin Lutes is the Director of Operations Compliance for Southwest Corporate. His responsibilities include oversight of Business Continuity, Bank Secrecy Act Compliance, Information Security Risk Assessment Administration, and Vendor Management. Joining Southwest Corporate in August 1999, Justin spent time in Internal Audit and IT Security before transitioning into his current position. Justin earned a Bachelor of Business Administration in Accounting from Texas A&M University – Texarkana and is currently working towards an MBA at Amberton University. He is a Certified Business Continuity Professional (CBCP) and a member of the Association of Contingency Planners. Justin also served on Corporate Credit Union Network workgroups that developed frameworks and best practices for Information Security Risk Management, Business Continuity Management, and Vendor Management. Sam Palmgren - Director, Technology Development Sam Palmgren directs the technology efforts at Southwest Corporate. This includes the project management, database management, Item Processing technical requirements, and overall management of critical applications. He is the chairman of the architectural review committee. Sam joined Southwest Corporate in 1994 after directing the information technology group at the Texas Credit Union League for six years. Sam received a Bachelor of Business Administration degree from Amber University in Dallas. Vahid Parvazi, Vice President - Louisiana Vahid started his employment at Southwest Corporate as vice president of Louisiana Operations in 1994. Prior to that he served as vice president & chief operating officer of Louisiana Corporate CU. He started his corporate credit union career in 1984 with inception of LaCorp CU. Vahid has a bachelor's degree in economics from Tulane University. He is also a graduate of League Management Institute and holds Certified League Executive designation. Lou Ann Rago, Vice President - Oklahoma Lou Ann is responsible for increasing market presence of Southwest Corporate regionally through various contact methods. She has 24 years experience with the credit union industry. Lou Ann began her career at an Arkansas credit union, and then moved to Oklahoma in 1989 to work for the Oklahoma Credit Union League and Affiliates. She served as the vice president of financial services, overseeing the daily operations of Oklahoma Corporate Credit Union. In 1994, Lou Ann became the President/CEO of Oklahoma Corporate Credit Union, responsible for all aspects of the Corporate's functions including goals and objectives, portfolio management, budgeting, staffing, services, and products. Lou Ann worked toward her bachelor's degree at Arkansas State University. She completed various financial management, asset/liability, and investment portfolio courses. Additionally, she completed the Dale Carnegie course, Learning International Sales Training and various other courses. Cynthia Shi - Vice President, Portfolio Management Cynthia Shi joined Southwest Corporate in 1999. As the Vice President of Portfolio Management, Shi is responsible for directing the daily investment management and funding operation for Southwest Corporate’s balance sheet. She oversees the trading of fixed income investment and derivative products in accordance with company policies, ensures that the balance sheet is managed within the risk tolerance limit established by the CIO, and she is responsible for advising and executing funding options to meet balance sheet liquidity requirements. In addition, Cynthia is responsible for product research & development and training. Cynthia joined Southwest Corporate in 1999 as a Treasury Analyst in the Funds Management department. In that role, she managed the company’s cash flow in various accounts to ensure the efficient use of cash. In 2002, Cynthia became a Portfolio Manager and was responsible for the daily management of the investment portfolio and funding operation. Cynthia received her MA in Economics from University of Arkansas, Fayetteville, Arkansas in 1998. She holds the Chartered Financial Analyst (CFA) designation and is a member of the Dallas Association of Investment Analysts. Larry Stubblefield - Vice President, Internal Audit Larry Stubblefield directs the overall development and implementation of a comprehensive audit function for Southwest Corporate. He provides feedback to management and the supervisory committee to assist in the effective discharge of their responsibilities. He coordinates external independent audits and serves as liaison for regulatory exams. Larry has more than 25 years of financial management experience for a number of financial institutions and service providers. He received his bachelor's degree in business administration accounting from Texas A&M University. He is a certified public accountant. Chris Turner - Vice President, General Counsel Chris Turner provides all departments of Southwest Corporate FCU with a wide range of legal counsel services. Those services include the following: compliance with federal and state laws for products, services, and activities; drafting of the Corporate’s standard form contracts; review of all of the Corporate’s contracts with vendors; database management of all of the Corporate's contracts; review of the Corporate’s policies; and assistance in the management of and response to legal risks faced by the Corporate. Chris joined SCFCU in 1991 with extensive legal experience. Previously, he was a partner in the Dallas law firm of Baker, Glast, and Middleton. He received his Doctorate of Jurisprudence degree from Boston University, where he was an Editor of the Boston University Law Review. He holds licenses to practice law in the state of Texas and in several federal courts. Prior to law school, he was an Instructor of Anthropology at Temple University. Chris possesses a Master's degree in Anthropology from the University of Pennsylvania and a Bachelor's degree in Anthropology from the University of California. Diana Wilson - Vice President, Human Resources Diana Wilson is the Vice President of Human Resources for Southwest Corporate. She is responsible for the payroll process, salary administration, employee development, internal training, and employee relations. Diana also directs employee benefits, the 401(k) program, recruitment, and policies & procedures. Diana is a member of the Southwest Corporate Security Committee. Prior to joining Southwest Corporate in 1995, Diana worked as a Human Resources Manager at Harte-Hanks Communications, Inc. She has an Associates Degree from North Lake College, Irving, Texas. Zane Wilson - Vice President, Investment Services Zane Wilson joined Southwest Corporate in 1988. As the Vice President of Investment Services for Southwest Corporate FCU's subsidiary, Southwest Corporate Investment Services, Zane is responsible for the overall operations of the Investment Services division which includes the Advisory Service, Brokerage Service, CD Brokerage and Term Share Certificate Sales desk, and the Investment Operations division of SCIS. Additionally, Wilson oversees the management of the National Investment Sales group which covers all 50 states in bringing in new accounts for Southwest Corporate and new clients to Investment Services. He is also responsible for product development, pricing, and training.Zane more than 20 years of credit union investment experience – he was the first Investment Services advisor when the Advisory Service was created in 1988. Wilson was responsible for advising members, as well as assisting in the development and execution of Southwest Corporate’s investment strategies. Wilson worked as portfolio manager for Southwest Corporate’s various portfolios while also advising credit unions on their balance sheets, policies, and investment portfolios. Zane’s experience at SCFCU and SCIS includes creating structured products marketed to credit unions, hedging open-structured product positions, issuing $400 million in commercial paper, and matching funds off with floating-rate asset-backed securities and mortgage-backed securities. Prior to joining Southwest Corporate, Zane was Investment Portfolio Manager for Nowlin Savings Association. He managed the investment portfolio and served as Asset/Liability Management director. Experience at Nowlin included constructing & implementing several Risk-Controlled Arbitrages, implementing & monitoring portfolio hedges, and building & tracking the cash flow model for the Nowlin Companies. Zane received Bachelor’s and Master’s Degrees in Finance, both from the University of North Texas. He holds NASD Series 7, 24 and 63 licenses. He teaches Funds Management and Investment classes at the CUNA Southwest Management School. Terry Young - Director of Marketing & Communications Terry Young directs the marketing, public relations and communication efforts of Southwest Corporate Federal Credit Union. He is responsible for promoting Southwest Corporate’s image as well as its products and services. Terry is active in the credit union marketing community and serves on the Public Relations Advisory Committee for the Association of Corporate Credit Unions. Prior to joining Southwest Corporate in 1999, Terry spent more than a decade with the Texas Credit Union League, where he led communications and award-winning public relations efforts. A 1976 graduate of Ohio University, Terry has also been a reporter and feature writer for the Cincinnati Post, the Dallas Times Herald, and the Los Angeles Daily News. |
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