Cathy

Role
President & Chief Executive Officer at Allegacy Financial
Location
Winston-Salem, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. President & Chief Executive Officer

    Allegacy Financial

    May 2013 — Present

    Develops, organizes, implements, directs, and evaluates the organization\'s fiscal function and performance. Oversees all aspects of the Credit Union, which includes a robust retail banking program, a wealth management program that boasts almost $1 billion in assets under management, and a for profit unit that includes subsidiaries in the benefits, payroll, fraud, consulting, and real estate industries. Provides strategic financial input and leadership on decision making issues affecting the organization, which includes, but is not limited to, the evaluation of potential alliances, acquisitions and/or mergers and pension funds and investments.

Education

  • Credit Union Executive Marketing Institute, Credit Union Executive Society

    Graduate

  • Dale Carnegie Institute

    Graduate and Graduate Assistant

  • Credit Union Executive Society, University of Missouri, St. Louis, MO

    Certified Marketer

  • Leadership Winston-Salem

    Graduate

    2006

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Cathy — President & Chief Executive Officer at Allegacy Financial in Winston-Salem, NC, US | Unifers