SEATTLE CREDIT UNION - Key Persons

Job Titles:

• Chairman

Job Titles:

• Chairman of the Board
• Member of the Contact the Board

Carlos believes in Seattle Credit Union's commitment to serving underserved communities and developing internal diversity. From his personal experience as a Costa Rican who grew up in an ethnically rich and culturally diverse community, Carlos brings a unique perspective with complementary professional skills to help Seattle Credit Union better serve its membership. The challenges facing the immigrant community are diverse, and when combined with a lack of financial institutions that are willing or able to serve them, these challenges can become insurmountable to many. Carlos has learned how the right help, from the right people, is often enough to overcome such obstacles. As a child, his mother relied on him to accompany her everywhere as a translator until she learned English. She was intelligent and capable, but banks serving their community made no effort to accommodate for her as they would for others. Having also experienced the difficulty of naturalizing in 2000, he is excited about Seattle Credit Union's citizenship loan program and feels that he can empathize with the communities in which Seattle Credit Union is dedicated to serving. For over 20 years, Carlos has worked for companies both large and small in the technology industry. Since moving to Seattle in 2011, he has joined the Association of Latino Professionals for America (ALPFA), first as Chapter president, and currently as an adviser.

Job Titles:

• Chief Information Officer
• Member of the CONTACT the EXECUTIVE LEADERSHIP TEAM
• Member of the Executive Leadership Team

David brings over 20 years of technology experience optimizing operations and driving profitability at multinational firms in fields like banking and telecom by implementing technology policies and strategies and scalable/flexible systems. David is an award-winning CIO & servant leader and has deep experience directing all facets of IT / IS, working with all verticals across a financial institution. David is adept at strategic planning, IT governance, cyber security, infrastructure system management, cloud adoption and migration, enterprise level support, and digital transformation. As an inspiring excellence-driven leader, he leads all aspects of the Technology team at Seattle Credit Union. Prior to joining Seattle Credit Union, David was Chief Information Officer at Colorado Federal Savings Bank, an online-only bank, where he led reform and restructuring to secure financial data, prevent data compromises and managed staff technology solutions. David was also responsible for digital transformation at Colorado Federal. Before his role at Colorado Federal, David led service delivery teams for NTT America, one of the world's largest telecommunication companies, for major Fortune 100 and 500 clients. David is proud to bring his experience and passion for delivering secure technology solutions to Seattle Credit Union so that secure financial opportunities and prosperity are within reach for everyone. David earned a Bachelor of Science in Business Administration from Messiah College in Pennsylvania. He is an experienced outdoorsman, competitive athlete and enjoys golfing, surfing and music.

Job Titles:

• Member of the Board
• Director, Consulting Services at GQG Partners

Jordan Grant currently serves as Director, Consulting Services at GQG Partners, a firm that invests money on behalf of pensions, foundations and endowments. He has held various roles related to investing and financial analysis for the past 25 years. As an early employee of one of the first online brokerage firms, he served as a Corporate Credit Analyst at S&P Global, where he assessed the creditworthiness of both large public and small private companies. He worked as a merchant banker in South Africa where he raised capital for natural resource companies, and co-founded a natural gas processing company in Nigeria, which the board later asked him to run during a critical period in its development. All four of Jordan's grandparents migrated to New York City from the Caribbean and he grew up interacting with a diverse group of transplanted people. Both of his parents were fortunate enough to attend college, but they did not forget or abandon their roots. Jordan watched his mother save money in a sou-sou (informal community based cooperative savings association), but also witnessed members of his extended community struggle to gain formal access to credit. Running a business in Lagos, Nigeria gave him a very clear understanding of how difficult it is for people to be productive when they do not have ready access to banking and credit. But it also exposed him to creative solutions. He would like to contribute all these experiences to helping Seattle Credit Union to achieve its mission of extending banking and credit to communities that have historically been overlooked.

Job Titles:

• Member of the Board
• Vice Chair
• Senior Manager of Supplier Diversity at Microsoft

Josh Canady currently serves as Senior Manager of Supplier Diversity at Microsoft where he works to support the growth and development of diverse-owned businesses within Microsoft and beyond. As part of his role, he leads key elements of Microsoft's Racial Equity Initiative. A bias for impact, problem solving, and creating meaningful relationships has served as a key foundation for his career. In addition to his roles at Microsoft and Seattle Credit Union, Josh also serves as Vice Chair on the Board of Directors for Northwest Mountain Minority Supplier Development Council. Where he works to advocate and create growth opportunities for minority-owned businesses in the Northwest. Josh has a deep passion for enabling upward economic mobility within underrepresented communities and believes access to empathetic, community-led banking is a major component of empowering that growth.

Job Titles:

• Chief People Officer
• Member of the CONTACT the EXECUTIVE LEADERSHIP TEAM
• Member of the Executive Leadership Team

Kelly has extensive experience in aligning people and business strategies while creating an inclusive culture where employees can grow their careers. She believes an environment that fosters trust and transparency creates a culture of engagement and high performance. Kelly leads all aspects of Human Resources, including talent management, recruitment, leadership development, training and education, compensation and benefits, payroll, and employee engagement and retention. Hiring and retaining employees with a strong connection to Seattle Credit Union's mission and values is a top priority in ensuring that they can prosper and deliver the best experience for our members. Prior to joining Seattle Credit Union, Kelly was the Head of Talent and Development for Oaktree Capital Management, where she lead global talent management, learning and development, performance management, diversity, equity and inclusion, and employee engagement and retention programs. Prior to joining Oaktree, she was the Head of Talent Strategy and Learning and Development for City National Bank, where she created their talent management program. Kelly holds a Bachelor of Music degree from the University of Southern California. She enjoys music, the culinary arts, and is a proud Golden Circle member of Best Friends Animal Society and an advocate for animals.

Job Titles:

• Member of the CONTACT the EXECUTIVE LEADERSHIP TEAM
• Member of the Executive Leadership Team
• Chief Lending Officer

Lee has spent almost three decades of his financial career with Seattle Credit Union. When Lee started back in 1994, the credit union was $171 million in assets and has now grown to over $1 billion in assets. Lee has held various positions within the credit union during his career and when he transitioned into Lending, this is where he felt that he could make the greatest impact to the financial well-being of our members. With a strategic focus and innovative mindset, Lee has led various projects and initiatives throughout the organization. These initiatives include enhancing current lending product offerings and developing new "non-traditional" products in an effort to better serve our underserved communities. These efforts have assisted the credit union in achieving the Community Development Financial Institution (CDFI) certification from the Department of Treasury. Lee holds a Bachelor of Science in Business Management. He also serves as Vice President on the Board of Directors for the Washington Homeownership Resource Center (WHRC). In his free time, he enjoys a wide array of outdoor activities that the Pacific Northwest has to offer from biking and hiking with his dogs in the Summer, to snowmobiling in the Winter.

Job Titles:

• Member of the Board

As Senior Vice President, Social Impact & Government Relations for the Seattle Kraken and Executive Director of One Roof Foundation, Mari leads the development and implementation of the enterprise's social impact, philanthropic, and DE&I vision and strategy. Mari's long-standing commitment to advancing social justice traces back to her youth, when she learned that her mother spent three years of her childhood in a Japanese American incarceration camp during WWII. This manifest injustice continues to serve as a powerful reminder of the dire consequences of othering and the importance of representation and inclusion. Mari is well schooled in corporate governance, having taught courses on nonprofit Board responsibilities and having served on a number of nonprofit boards including United Way of King County, Seattle Metropolitan Chamber of Commerce, ArtsFund, Asian Bar Association of Washington, Densho, YouthCare, and the Advisory Board for the Foster School's Board Fellows Program. She currently co-chairs the Board DE&I Committee for the Downtown Seattle Association, is a member of the Committee of 33, and serves on the Boards of the UW Foundation and Seattle Art Museum. Mari has played violin with the Vina Musica String Quartet for the past 25 years and before that performed with the Seattle Youth Symphony, the Denver Philharmonic, and the Vancouver Academy of Music Orchestra. She is the proud mother of a freshman at Carleton College. Mari holds a B.A. from Pomona College, a J.D. from the University of Washington School of Law, and an M.A. in Nonprofit Leadership from Seattle University.

Job Titles:

• Member of the Board
• Principal

Nelson Reyneri serves as Principal in Point B's Environmental, Social and Governance practice. Point B is a consulting company dedicated to helping organizations with critical initiatives in the areas of customer engagement, growth investments, workforce experience and operations excellence. In this role he leads and advises client engagements within the ESG industry across markets and supports the development of Point B's people as a key leader in their ESG practice. Nelson has over two decades of leadership experience in the energy sector, serving as part of the leadership team that scaled Liberty Power from a startup to becoming one of the largest minority owned businesses in the country. Nelson currently serves as Chair Elect of the Board of the US Hispanic Chamber of Commerce on the Board of the National Utilities Diversity Council Credit Union and as Vice Chair of the Board of Together Washington. Nelson holds a Master's Degree in Business Administration from Northwestern University's Kellogg School of Management. He also holds a Master's Degree in Public Administration from Harvard University's Kennedy School of Government, and a Bachelor's degree, Summa Cum Laude, in Psychology and Philosophy and in Political Science from Boston University, where he was elected Phi Beta Kappa.

Job Titles:

• Secretary of the Board of Directors
• Secretary of the Contact the Board
• Senior Vice President of Platform Engineering at Capital One

Paul Higginbotham currently serves as Senior Vice President of Platform Engineering at Capital One. Paul is a tenured software engineering leader who builds core platforms for an enterprise to run on. Paul's personal passion is around diversity and inclusion in the workplace and the community, having children on the autism spectrum has given Paul purpose to do more for the community and to create a better world for all to live in. Paul has lived in the Puget Sound region for the last 11 years and has worked as a senior leader across the largest technology companies in the world such as Oracle, Amazon, and Microsoft. Paul has been a champion of Diversity, Inclusion, and Belonging in the workplace and has chaired and lead many initiatives across his background focused on Neurodiversity, Women in Tech, and Year-Up. Paul holds a Master's Degree in Management Information Systems from Rensselaer Polytechnic. He also holds two Bachelor's Degrees in Business Management, and Business Marketing from Virginia Intermont College.

Job Titles:

• Chief Executive Officer
• Member of the CONTACT the EXECUTIVE LEADERSHIP TEAM
• Member of the Executive Leadership Team
• President
• Treasurer of the Board of Directors
• Treasurer of the Contact the Board

To Richard Romero, it's all about personal prosperity for others. Over the several stops of his professional career -which started as a part-time teller while attending college -Richard came to realize that the best thing a financial institution could do is to help its customers achieve financial success. Leadership and the ability to relate are essential to his work for Seattle Credit Union's members. It was an old branch assistant manager who showed him a leader's job is to teach and motivate. He believes his personal immigrant experience -he was born in Peru and is fluent in Spanish -gave him the ability to connect with any person on the other side of the counter or desk at each of his banking stops since 1988. In the end, Richard says the best part of his job is providing financial services to everyone, especially those who may have been underserved by financial institutions or abused by alternative financial service providers. He's proud he's built a staff that agrees. This is why Seattle Credit Union members can escape the bad experiences they've had with check-cashing services, or high-interest used car loans, instead receiving the services they need to properly take their place in the American economy. From his perspective, leading Seattle Credit Union allows him to pay back his own success to the members and the community at large -as CEO, and on the boards of the United Way of King County, the YWCA of King and Snohomish Counties, and Inclusiv, an industry organization focused on community-development credit unions. Richard moved from California to Seattle to take this job. He loves the different life he found here -calmer, and more focused on family (his son loves all sports and Richard practices archery with his daughter), focused less on impression and more on substance. He enjoys listening to music and spending time with his family. That's one reward for his personal prosperity; his other is ensuring that Seattle Credit Union members find theirs.

Job Titles:

• Vice Chair of the Board of Directors
• Vice Chair of the Contact the Board

Robin Harmon has a passion for Credit Unions and has served more than 8 years as a Board Member and Audit Committee member for two separate Credit Unions. After spending 7 years at Spokane-based Numerica Credit Union, Robin joined Seattle Credit Union for 2.5 years - rekindling her love of volunteering through the Credit Union mission. Her personal dedication to protecting the interests of Credit Union members and the communities in which she serves is consistently shown through her advocacy for others and through her voting records which always put the member first. Robin currently works at Big Brothers Big Sisters of Puget Sound as a Staff Accountant and Technology Advancement Specialist. Prior to this, she owned and operated a Washington based online marketing company for 12 years serving other small businesses. Robin holds a Bachelor's degree in Organizational Management from Whitworth University with an emphasis in Accounting. On a personal note, Robin is a dedicated wife and mother to two teenagers with a passion for hockey in all types from watching her kids play, managing their local youth teams, watching the Kraken, and supporting all ages of local hockey in all ways. She spends her free time enjoying the Puget Sound including kayaking, paddleboarding, hiking, and heading to the mountains.

Job Titles:

• Member of the Board
• Member of the Contact the Board

Robin Shuler was elected to the Seattle Credit Union board of directors in 2016. He has been a Seattle Credit Union member since 2004. As a passionate member and director, he enjoys working to assure first-class fiscal management, stability, customer service, and transparency. Robin is an experienced finance and operations executive with over 25 years of experience as a Chief Financial Officer and executive in a variety of industries and businesses, including significant nonprofits. Currently, he works as a financial consultant and serves for-profit companies and nonprofit organizations as an Interim CEO/CFO/COO/Executive Director. Robin's CFO experience includes Qualis Health, W&H Pacific, Applied Geotechnology Inc., Abacus Engineered Systems, Lifelong AIDS Alliance, Benaroya Hall, and Seattle Symphony, among others. His Board experience includes AGI Technologies, Mustard Seed Associates, and Group Health Foundation. He's the Past-President of Financial Executives International (Washington State Chapter) - a nonprofit membership organization for financial management professionals and was an honoree/finalist for the PSBJ nonprofit "CFO of the Year" in 2009. Robin is a licensed CPA in Washington. He's earned an MBA in Finance from University of Puget Sound and a BA in Accounting from Seattle Pacific University. He lives in Kirkland with his wife, Ellen.

Job Titles:

• MEMBER of the BOARD
• Member of the Contact the Board
• Partner

Shahzad Qadri is a Partner in the firm's Redmond, Washington office of Wong Fleming and Chair of the Corporate & Immigration Law practice group. He concentrates his practice in the areas of corporate transactions including securities issues, private offerings, IPOs, as well as business and immigration law, with a focus on investment based EB-5 Regional Centers. Prior to joining Wong Fleming, Mr. Qadri served as a Deputy Prosecuting Attorney for the King County Prosecutors' Office in Seattle, Washington. Mr. Qadri has the distinct honor of being named as a "rising star" in the legal profession by Law & Politics. In addition, Mr. Qadri was nominated as a fellow to the Washington Leadership Institute. Mr. Qadri was also awarded the John Gilmore (2014) award for excellence in Advocacy for Minority Businesses by the National Minority Supplier Diversity Council (NW Mountain Council). Most recently Mr. Qadri was a named to Lawyers of Color's Second Annual Hot List, which recognizes minority attorneys with exceptional achievements and contributions in the legal field.

Job Titles:

• Chief Experience Officer
• Member of the CONTACT the EXECUTIVE LEADERSHIP TEAM
• Member of the Executive Leadership Team
• Board Member for Dress for Success

Terri has over 20 years of customer centric marketing expertise and is known for creating transformational experiences by turning human and data driven insights into business impact. Terri is an advocate and champion for the customer, aligning a brand purpose with the needs, wants, and perceptions of their audience. Working for mega brands like Wells Fargo and Sephora, Terri has become known as a chief storyteller and strategist who drives customer growth and brand equity. Recognized for simplifying and humanizing complex information, she is the go-to person to create industry disruption that balances storytelling content with meaningful engagement initiatives. Her most impactful contributions include building Integrated Marketing functions, chairing big idea innovations, and leading complex organizational shifts from single-minded product focused silos to customer centric holistic platforms. Terri has served as a board member for Dress For Success in San Francisco and has volunteered with organizations to help young women enter the workforce. Leaning in on her passion to help others succeed, she is devoted to leveraging her empathy and customer experience expertise to serve the members and communities of Seattle. Terri holds a Bachelor of Marketing degree from West Chester University. She enjoys weekends in Sonoma with friends, and traveling to Europe whenever she can to explore different cultures, food, and wine.