Cathy
President & Chief Executive Officer @Allegacy Financial
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WORK HISTORY
President & Chief Executive Officer @Allegacy Financial
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
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