Sam Sohi

Executive Vice President Chief Financial Officer @Redstone Federal Credit Union

Huntsville, AL, US
MOBILE NUMBERS
+13•••••••27

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WORK HISTORY

Oct 2024 — Present

Executive Vice President Chief Financial Officer @Redstone Federal Credit Union

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Huntsville, AL, US

Championing a sustainable Culture of ExcellenceLeadership of Organizational Goals - Develop goals, Responsible and Accountable for the goalsBoard and CEO relationships, including Strategic PlanningCommunity Leadership and Giveback FocusGrowth Catalyst - organic and inorganic growth, Mergers, New Member Segmentation and initiativesLeadership of Corporate Initiatives, Project Management, Wealth Management, Innovation and MarketingOverseeing and beating benchmarks on a sizable retained Fixed Income Investment PortfolioChampioning Innovation through operational efficiency and Artificial Intelligence (AI) focused strategyLeadership of other traditional CFO functions

EDUCATION

2017 — 2017

Graduate School of Banking at the University of Wisconsin - Madison

Financial Managers School, Banking and Financial Support Services

N/A

The Wharton School

CUES CEO Institute, Strategic Planning

N/A

Cornell Johnson Graduate School of Management

CUES CEO Institute, Organizational Effectiveness

2000 — 2004

Punjab Engineering College

BE, Production Engineering

N/A

University of Virginia Darden School of Business

CUES CEO Institute, Strategic Leadership

2007 — 2009

William & Mary – Raymond A. Mason School of Business

Master of Business Administration - MBA, Business Administration and Management, General

SKILLS

ValuationFinanceRisk ManagementFinancial Risk ManagementDue DiligenceLiquidity ManagementFinancial AnalysisEquity ResearchInterest Rate Risk ManagementBloombergFinancial AccountingBloomberg TerminalCapital ManagementFixed IncomePortfolio ManagementPeoplesoftData AnalysisVbaInvestmentsFinancial ModelingTreasuryFinancial Reporting

ABOUT SAM SOHI

Building resilient, innovative, and member-focussed credit unions through disciplined growth, strong governance, and people-centered leadership. Sam is a senior executive with enterprise-wide accountability and extensive experience working with boards on strategy, governance, and long-term institutional resilience. He brings a CEO-ready perspective shaped by broad operational exposure, disciplined financial leadership, and deep understanding of board dynamics and regulatory expectations.He focuses on building strong, resilient organizations through best-in-class financial performance, capital optimization, and sustainable growth, while developing future-ready leadership teams grounded in culture-alignment, and psychological safety. Sam is deeply committed to community impact and maximizing member giveback, ensuring the cooperative mission remains central to CU decision making.He has led organic and inorganic growth initiatives including geographic and branch expansion, member-segmentation strategies, and “right-fit” merger partnerships focussed on board and CEO alignment. Sam also fosters innovation by encouraging thoughtful risk-taking and creating structured space for experimentation and organizational learning while protecting safety and soundness of the CU.Sam holds an MBA from the College of William & Mary, is a CFA charterholder, and has earned the Certified Chief Executive (CCE) designation from the CUES CEO Institute. He serves on the advisory board of Moody’s Analytics and is an active member of the local Rotary Club. Outside of work, he enjoys tennis, running, swimming, and meditation.

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Sam Sohi — Email, Phone Number & Contact Info | Unifers