|John Holt, President/Chief Executive Officer
John joined Nutmeg State Financial Credit Union as President/Chief Executive Officer. With a versatile combination of proven success with sales, service and operations management, as well as a history of maintaining financial strength, demonstrating a strong sense of business strategy, motivating change by building and guiding teams, and developing and implementing new products and services. John brings a unique perspective to Nutmeg. His 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 goal is to position the credit union to provide the best financial service in Connecticut. John 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.
|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.
|Jeff Levesque, Senior 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 Senior 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 assessment, risk management and day to day operations. 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.
|James Harper, Chief Financial Officer
James began his career at Nutmeg State Financial Credit Union in 2014 as the Chief Financial Officer. James has over 33 years of Credit Union experience, ten of which serving as a CFO in his previous position. In his role, he will ensure Nutmeg’s continued success by providing strategic direction for the development and implementation of both short and long range financial plans of the credit union and its members. Over the length of James’ career, he has served as Controller/Vice President, Director of Accounting/Assistant Treasurer, and as an accountant. He has also served as Chairman of the Asset and Liability Committee including financial planning, budgeting, balance sheet management and forecasting. James has a Bachelor of Science degree in Accounting from Bentley College and an MBA in Finance from Sacred Heart University. James is an active member of the CUNA CFO Council and is a Certified Chief Executive (CCE) with the Credit Union Executive Society since 2010.
|Mike Nowicky, Vice President, Operations & Facilities
Mike began his career at Nutmeg State Financial Credit Union in 2005. Prior to assuming the position of Vice President, Mike served as the Branch Manager of the Glastonbury office from 2008-2009, and Branch Manager of the Manchester office from 2005-2008. Mike also earned the title of NAFCU Certified Compliance Officer in 2011. Throughout his career, he has worked for various financial institutions. He also served in the U.S. Marine Corps from 1997-2005 and is a Veteran of Operation Iraqi Freedom. He formerly served on the Board of Directors of the Manchester Chamber of Commerce and Rocky Hill Chamber of Commerce, and has served on the Board of the Rocky Hill Education Foundation. Mike is also a Suma Cum Laude graduate of Post University with a Bachelor of Science in Business Administration.
|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.
|Sean Flynn, Vice President, Lending
Sean began his career at Nutmeg State Financial Credit Union in 2014. Sean joined the credit union movement in 2005 and believes in the principles of a true financial cooperative. As Vice President, Lending, he is responsible for all of the credit union’s lending programs, including consumer loans, mortgage loans, and small business loans. Sean also brings experience in finance, asset-liability management, regulatory compliance, budgeting and forecasting to the credit union. Sean also serves on the credit union’s Asset Liability Committee (ALCO). He holds an MBA with a concentration in Organizational Leadership from Norwich University as well as a Bachelor of Science degree in Finance from the University of New Hampshire. He has also studied at the University of Wisconsin-Madison and Arizona State University. Sean is also an active member of the CUNA Lending Council as well as The Cooperative Trust.
|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.