Meet the Senior Management

John Holt, President/Chief Executive Officer

John is the President and CEO of Nutmeg State Financial Credit Union. John maintains a versatile combination of proven success with sales, service and operations management. He has over 20 years of experience in the financial services industry with 11 of those years in credit unions. He possesses a strong desire for helping members achieve their financial goals and a commitment to improving the communities the credit union serves. He demonstrates a strong sense of business strategy, motivating change by building and guiding teams, as well as developing and implementing new products and services.

John brings a unique perspective to Nutmeg. John’s philosophy is to understand the many different financial needs of our members, and use that to make the credit union more attractive for people to bank with us. His vision is to become an industry leader in technology, making it easier for anyone to transact regardless of delivery channel. His goal is to position the credit union to provide the best financial services in Connecticut. Among his tireless work for Nutmeg, John continues to give back to his community serving on many volunteer boards throughout the state. He earned a Master of Business Administration from Western New England College, Springfield, MA; and a Bachelor of Science in Business Management from the State University of New York at Plattsburgh, Plattsburgh, NY.

Jeff Levesque Jeff Levesque, Executive Vice President, Chief Operations Officer

Jeff began his career at Nutmeg State Financial Credit Union in 2014 as the Vice President of IT & Risk Management. Since then he has transitioned into his new role as Executive Vice President, Chief Operations Officer. With over 25 years of practical information systems and consulting experience, Jeff brings a unique mix of technical expertise and leadership ability to the credit union’s senior management team. In his role, Jeff is responsible for all of the credit union’s technical infrastructure, information security, risk management, retail delivery and lending department. He also serves on the credit union’s Asset Liability Committee (ALCO). He has been directly involved with credit unions since 2009, so his experience in today’s regulatory environment in the credit union industry plays a vital part in our ability to deliver technologically driven products and services to our members. Jeff earned his Bachelor of Arts degree in Accounting from Central Connecticut State University and holds various technical certifications.

Kathleen McGrath, Special Assignment Officer

Kathleen currently serves as Special Assignment Officer, where she oversees key projects and ensures their implementation serves the strategic direction of the credit union. Kathleen began her credit union career with Nutmeg State Financial Credit Union in 1981, and has served in various positions including Executive Vice President, where she oversaw all accounting, human resources, operations, training and finance, and investments, as well as regulatory compliance, financial and regulatory reporting, merger/acquisition due diligence and accounting, organizational and product profitability, product pricing, asset/liability and other risk management. She has played an integral role in the credit union’s growth through numerous mergers, and currently serves as a member of the Asset Liability Committee (ALCO), and Secretary of Member Benefits LLC. She possesses excellent working knowledge of all areas of operating the credit union.

Lisa Asadourian, Senior Vice President, Chief Engagement Officer

Lisa has been with Nutmeg State Financial Credit Union for over 15 years. As Senior Vice President, Chief Engagement Officer, she is responsible for the credit union’s overall marketing and communications, with an emphasis on branding; advertising; public and community relations; new product development and promotion; and Web site maintenance. She is also responsible for overseeing culture transformation, human resources, training and development. In her role, she also implements strategies to improve the overall member experience; establishes a consistent voice through the organization’s communications; and develops strategies to segment and target the credit union’s membership in order to encourage growth. She is also a member of the credit union’s Asset Liability Committee (ALCO) and the Scholarship Committee. Lisa graduated from the University of Connecticut, Storrs with BA degrees in English and Philosophy and a minor in Sociology.

Dana Clark, Vice President, Retail Delivery Services

Dana Clark joins Nutmeg State Financial Credit Union as the Vice President of Retail Delivery Services. In this position she is responsible for leading effective sales coaching and driving a high quality sales and service culture with the frontline teams. She is also responsible for overseeing daily member service operations and participates in many strategic initiatives within the organization. Dana has over 14 years of experience in the financial industry and she is a member of Filene Research Institute’s I3 program which introduced her to the innovative thinking that helped shape the person she is today. Throughout her career she has successfully lead various branch and business development teams towards achievement of corporate targets. Dana has attended Southern Connecticut State University in New Haven, Connecticut and is a Credit Union Executive Society Certified Senior Executive.

Tracie Rodriguez Tracie Rodriguez, Vice President, Human Resources, Training & Development

Tracie Rodriguez has been with the Credit Union since 2011. As Vice President, Human Resources, Training & Development she is responsible for developing a highly effective team of employees and developing each employee to their highest potential through coaching and leadership. In addition, Tracie is responsible for developing HR policies and coordinates human resources activities such as staffing, compensation, performance management, employee relations, labor law relations and benefits. Tracie has 8 years of combined training experience in the financial services industry. Tracie graduated from the State University of Albany with a BA in Psychology and is an active member of the CUNA HR/TD Council.