2019 Inclusiv Board of Directors Nominees
Inclusiv is pleased to announce that we have 13 nominees for five open Board positions. Voting begins online on August 1, 2019. The new Inclusiv Board of Directors is announced at Inclusiv's Annual Conference, this year in Los Angeles, CA.
Region 1
Eddie Alicea
Executive President, Cooperativa La Sagrada Familia (Corozal, PR) - Region 1
Eddie W. Alicea Sáez is Executive President of Cooperativa La Sagrada Familia, having worked his way up from IT Manager and Director to his current position in 2012. He has over 25 years of experience in banking management, small business development, sales, customer service, and products and loan portfolio management. Last year under Mr. Alicea Saez’s leadership, Sagrada Familia became the first cooperative in Puerto Rico to receive CDFI certification... Read more.
Executive President, Cooperativa La Sagrada Familia (Corozal, PR) - Region 1
Eddie W. Alicea Sáez is Executive President of Cooperativa La Sagrada Familia, having worked his way up from IT Manager and Director to his current position in 2012. He has over 25 years of experience in banking management, small business development, sales, customer service, and products and loan portfolio management. Last year under Mr. Alicea Saez’s leadership, Sagrada Familia became the first cooperative in Puerto Rico to receive CDFI certification... Read more.
Rebecca Pear
Director of Member Services, Brooklyn Coop FCU (Brooklyn, NY) -Region 1
Rebecca Pear is the Director of Member Services at Brooklyn Cooperative. In this capacity, she is involved in promoting and developing new and existing products and services at the credit union, as well as supporting the front line staff. Ms. Pear was hired by Brooklyn Coop to start and build the Small Business Tax program, where she created a unique affordable tax prep program for entrepreneurs, freelancers and undocumented immigrants.... Read more.
Director of Member Services, Brooklyn Coop FCU (Brooklyn, NY) -Region 1
Rebecca Pear is the Director of Member Services at Brooklyn Cooperative. In this capacity, she is involved in promoting and developing new and existing products and services at the credit union, as well as supporting the front line staff. Ms. Pear was hired by Brooklyn Coop to start and build the Small Business Tax program, where she created a unique affordable tax prep program for entrepreneurs, freelancers and undocumented immigrants.... Read more.
Jodi Rathbun-Briggs
SVP/Chief Lending Officer, Greylock FCU (Pittsfield, MA) - Region 1
Jodi Rathbun-Briggs currently serves as Senior Vice President and Chief Lending Officer at Greylock Federal Credit Union. She provides strategic direction and oversight to all areas of lending at Greylock, including mortgages, consumer lending, commercial lending, and loan servicing and asset quality. She is also responsible for deposit operations and facilities... Read More.
SVP/Chief Lending Officer, Greylock FCU (Pittsfield, MA) - Region 1
Jodi Rathbun-Briggs currently serves as Senior Vice President and Chief Lending Officer at Greylock Federal Credit Union. She provides strategic direction and oversight to all areas of lending at Greylock, including mortgages, consumer lending, commercial lending, and loan servicing and asset quality. She is also responsible for deposit operations and facilities... Read More.
Brendan Wilbur
Community Programs Manager, Alternatives FCU (Ithaca, NY) - Region 1
Brendan Wilbur is the Community Programs Manager at Alternatives Federal Credit Union where he has worked for the past fifteen years. Brendan has a Master’s degree in Community Economic Development from Southern New Hampshire University and he graduated from the University of North Carolina at Asheville with a BS in Natural Resource Management. Brendan runs the Financial Wellness programs at Alternatives, specializing in working with families and individuals on their finances and credit report... Read more.
Community Programs Manager, Alternatives FCU (Ithaca, NY) - Region 1
Brendan Wilbur is the Community Programs Manager at Alternatives Federal Credit Union where he has worked for the past fifteen years. Brendan has a Master’s degree in Community Economic Development from Southern New Hampshire University and he graduated from the University of North Carolina at Asheville with a BS in Natural Resource Management. Brendan runs the Financial Wellness programs at Alternatives, specializing in working with families and individuals on their finances and credit report... Read more.
Region 2
Adelcio Lugo
Regional Director, Self-Help CU (Durham, NC)-Region 2
Adelcio Lugo, regional director at Self-Help Credit Union, is responsible for overseeing the credit union’s expanding impact in the state of Florida. He supports on the ground staff in key markets and leads strategy execution to ensure Florida teams contribute to strategic goals, expanding lending, and impact. He has over 15 years of experience in the financial service sector, including branch management, partnership development, and lending... Read more.
Regional Director, Self-Help CU (Durham, NC)-Region 2
Adelcio Lugo, regional director at Self-Help Credit Union, is responsible for overseeing the credit union’s expanding impact in the state of Florida. He supports on the ground staff in key markets and leads strategy execution to ensure Florida teams contribute to strategic goals, expanding lending, and impact. He has over 15 years of experience in the financial service sector, including branch management, partnership development, and lending... Read more.
Angela Morrison
Community Development Manager, Meritus CU (Lafayette, LA ) - Region 2
Angela Morrison was named Meritus Credit Union’s first ever Community Development Manager in 2019. Since joining in 2016, Angela led the effort to earn CDFI certification, as well as to re-brand the credit union from Lafayette Schools to Meritus Credit Union. Angela is responsible for developing high impact community outreach programs, events and communication materials that promote the credit union's partnership with the community; as well as developing long term partnerships that increase access to financial literacy/counseling. Angela has 30 years of experience in community development and public relations... Read more.
Community Development Manager, Meritus CU (Lafayette, LA ) - Region 2
Angela Morrison was named Meritus Credit Union’s first ever Community Development Manager in 2019. Since joining in 2016, Angela led the effort to earn CDFI certification, as well as to re-brand the credit union from Lafayette Schools to Meritus Credit Union. Angela is responsible for developing high impact community outreach programs, events and communication materials that promote the credit union's partnership with the community; as well as developing long term partnerships that increase access to financial literacy/counseling. Angela has 30 years of experience in community development and public relations... Read more.
Elisabeth (Lis) Patrick
Community Development Manager, Essential FCU (Baton Rouge, LA) - Region 2
Elisabeth Patrick is the Community Development Manager for Essential Federal Credit Union, where she develops and expands partnerships and relationships with nonprofit entities in her community. Over her 8-year tenure with Essential she has planned and implemented programs to provide services and support to the unbanked and under-served, working with a culturally diverse community to provide direct and indirect financial education, and connecting individuals with available services... Read more.
Community Development Manager, Essential FCU (Baton Rouge, LA) - Region 2
Elisabeth Patrick is the Community Development Manager for Essential Federal Credit Union, where she develops and expands partnerships and relationships with nonprofit entities in her community. Over her 8-year tenure with Essential she has planned and implemented programs to provide services and support to the unbanked and under-served, working with a culturally diverse community to provide direct and indirect financial education, and connecting individuals with available services... Read more.
Ed Sivak
Executive Vice President – Policy and Communications, Hope CU (Jackson, MS) - Region 2
Ed Sivak is the Chief Policy and Communications Officer for Hope Credit Union (HOPE). As a member of HOPE’s executive team, Sivak leads the teams that drive the organization’s policy and advocacy agenda; and its communications with members, community partners, investors, media and other stakeholders. Since 2016, Sivak has been an active member of the Inclusiv Government Affairs Committee, and has been a presenter at several Inclusiv conferences, on topics such as Advocacy, Communications and Impact... Read more.
Executive Vice President – Policy and Communications, Hope CU (Jackson, MS) - Region 2
Ed Sivak is the Chief Policy and Communications Officer for Hope Credit Union (HOPE). As a member of HOPE’s executive team, Sivak leads the teams that drive the organization’s policy and advocacy agenda; and its communications with members, community partners, investors, media and other stakeholders. Since 2016, Sivak has been an active member of the Inclusiv Government Affairs Committee, and has been a presenter at several Inclusiv conferences, on topics such as Advocacy, Communications and Impact... Read more.
Region 3
Joan Farrell
Senior Vice President, Chief Risk Officer, CoVantage CU (Antigo, WI) - Region 3
Joan Farrell joined CoVantage Credit Union as Senior Vice President, Chief Risk Officer in January 2019. CoVantage is a designated Low Income Credit Union and Community Development Financial Institution. As Chief Risk Officer, Joan also acts as in-house legal counsel, responsible for maintaining risk policies and controls that protect the credit union and its members. She has extensive experience in board governance, compliance, regulations/laws, marketing and fund raising events... Read more.
Senior Vice President, Chief Risk Officer, CoVantage CU (Antigo, WI) - Region 3
Joan Farrell joined CoVantage Credit Union as Senior Vice President, Chief Risk Officer in January 2019. CoVantage is a designated Low Income Credit Union and Community Development Financial Institution. As Chief Risk Officer, Joan also acts as in-house legal counsel, responsible for maintaining risk policies and controls that protect the credit union and its members. She has extensive experience in board governance, compliance, regulations/laws, marketing and fund raising events... Read more.
Jacqueline (Jackie) Moore
CEO, Faith Community United CU (Cleveland, OH) - Region 3
As CEO of Faith Community United Credit Union, Jacqueline Moore has oversight of all of Faith’s retail operations, investments, compliance, and outreach, which call for her to work directly with and oversee reporting to regulatory agencies, elected officials, marketing firms, and a variety of other entities. During Ms. Moore’s history with Faith, she has been a vital part of the organization’s consistent ability to meet compliance, insurance, and other regulatory standards... Read more.
CEO, Faith Community United CU (Cleveland, OH) - Region 3
As CEO of Faith Community United Credit Union, Jacqueline Moore has oversight of all of Faith’s retail operations, investments, compliance, and outreach, which call for her to work directly with and oversee reporting to regulatory agencies, elected officials, marketing firms, and a variety of other entities. During Ms. Moore’s history with Faith, she has been a vital part of the organization’s consistent ability to meet compliance, insurance, and other regulatory standards... Read more.
Region 4
Robin Romano
CEO, MariSol FCU (Phoenix, AZ) - Region 4
Robin Romano has been Chief Executive Officer for MariSol Federal Credit Union, a CDFI in Phoenix Arizona for 20 years. She is proud to work every day on financial empowerment and inclusion for MariSol’s members as well as serving the community needs of the low-income and disenfranchised markets of metropolitan Phoenix. Creating unique products and services for members that are often overlooked in the banking community is what puts a smile on her face. Previously she served as a Principal Examiner for the National Credit Union Administration for over 7 years... Read more.
CEO, MariSol FCU (Phoenix, AZ) - Region 4
Robin Romano has been Chief Executive Officer for MariSol Federal Credit Union, a CDFI in Phoenix Arizona for 20 years. She is proud to work every day on financial empowerment and inclusion for MariSol’s members as well as serving the community needs of the low-income and disenfranchised markets of metropolitan Phoenix. Creating unique products and services for members that are often overlooked in the banking community is what puts a smile on her face. Previously she served as a Principal Examiner for the National Credit Union Administration for over 7 years... Read more.
At-Large
Brenda Dominguez
Chief Lending Officer, Guadalupe CU (Santa Fe, NM) - At-Large
Brenda Dominguez brings over 28 years of working in financial institutions; 21 of those years in credit unions and 18 years in leadership with other organizations. Currently Chief Lending Officer for Guadalupe Credit Union, Brenda is part of Guadalupe’s Executive Management team and directs all lending aspects of the business in alignment with Guadalupe’s mission, to provide financial empowerment within the communities served... Read more.
Chief Lending Officer, Guadalupe CU (Santa Fe, NM) - At-Large
Brenda Dominguez brings over 28 years of working in financial institutions; 21 of those years in credit unions and 18 years in leadership with other organizations. Currently Chief Lending Officer for Guadalupe Credit Union, Brenda is part of Guadalupe’s Executive Management team and directs all lending aspects of the business in alignment with Guadalupe’s mission, to provide financial empowerment within the communities served... Read more.
Steve Pagenstecher
Chief Operations Officer, Point West CU (Portland, OR) - At-Large
Steve Pagenstecher is the Chief Operations Officer at Point West Credit Union in Portland, OR, where he serves as a catalyst for equitable and inclusive financial empowerment. Steve’s roles include oversight of the credit union’s marketing, IT, advocacy, lending/credit risk, and branch operations, as well as leading Point West’s community, business and product development efforts... Read more.
Chief Operations Officer, Point West CU (Portland, OR) - At-Large
Steve Pagenstecher is the Chief Operations Officer at Point West Credit Union in Portland, OR, where he serves as a catalyst for equitable and inclusive financial empowerment. Steve’s roles include oversight of the credit union’s marketing, IT, advocacy, lending/credit risk, and branch operations, as well as leading Point West’s community, business and product development efforts... Read more.