Meet the Senior Management
John is the President and CEO of Nutmeg State Financial Credit Union. With over 20 years in the financial services industry (11 in credit unions), he brings a versatile combination of sales, service and operations management experience. He possesses a strong desire to help members achieve their financial goals and is committed to improving the communities Nutmeg serves. With a strong sense of business strategy, John consistently motivates change through teambuilding and the implementation of new products and services.
John brings a unique philosophy to Nutmeg. He frequently strives to make the credit union more appealing by understanding the many financial needs of the membership. His vision is to become an industry leader through technology innovations, making it easier for anyone to transact regardless of delivery channel. Through this member-centric philosophy, John’s goal is ultimately to position Nutmeg as the best provider of financial services in all of Connecticut. In addition to his work at the credit union, John benefits the community by 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).
Lisa has been with Nutmeg State Financial Credit Union since 1999. As Senior Vice President, Chief Engagement Officer, she is responsible for the credit union’s marketing and communications with an emphasis on branding, advertising, public relations, new product development and promotion and general website maintenance. She also oversees Nutmeg’s culture transformation, human resources, training and development areas. In her role, Lisa applies her skills to improve the member experience, establish a consistent voice across credit union communications and develop strategies to encourage membership growth through targeted promotions. She graduated from the University of Connecticut with a BA and from Post University with an MBA.
Brian joined Nutmeg in 2017 as a part of our merger with Housatonic Teachers Federal Credit Union. He has served in the financial services industry for over 16 years across several executive positions within the credit union sector. As Senior Vice President, Chief Strategy Officer, Brian is responsible for successfully executing business initiatives in alignment with Nutmeg’s strategic vision. He also drives the decision making required to sustain organizational changes within Nutmeg. Some of Brian’s proficiencies include process optimization, performance development, market behaviors and merger/acquisition synergies. He graduated from the University of Connecticut with a Bachelor of Science in Applied Economics and a minor in Management. He also earned a Master of Business Administration from Albertus Magnus College.
Al joined the Nutmeg team in 2014 as Assistant Vice President, Security Risk Management. After being involved in multiple projects spanning IT, operations, front-line business communications and regulatory compliance, he earned the role of Senior Vice President, Chief Operating Officer. In this role, Al currently oversees the IT, Operations, Compliance, Risk, Facilities and Information Security departments. With a focus on cultivating teamwork across multiple departments, he has a successful track record of managing multiple projects to completion while also maintaining a strict adherence to government regulations. Al is also skilled at ensuring the security of confidential information through the implementation of controls and solutions. He graduated from DeVry University with a bachelor’s degree in electrical engineering technology and holds many certifications (CISSP, ISSMP and GSLC).
Tracie has been with Nutmeg State Financial Credit Union since 2011. She started as the Vice President of Human Resources and Training and was responsible for creating the credit union’s training program, which was designed to build highly effective teams out of new employees. She also developed important HR policies such as staffing, compensation, performance management and employee relations. Tracie has 10 years of combined training experience in the financial services industry. In 2018, she transitioned roles to the Vice President of Nutmeg’s Retail Services and now manages all aspects of the credit union’s branch functions (including ten locations and two DMV Express centers). She is responsible for introducing branch sales and operations strategies to support the credit union’s growth while also keeping the member experience top of mind. Tracie graduated from the State University of Albany with a BA in Psychology and is an active member of the CUNA HR/TD and Member Experience Councils.
Dana leads all of Nutmeg’s lending operations and accompanying consumer, mortgage and commercial channels. She first joined the senior management team in 2013 as the lead of retail sales and services; in this role, she was responsible for the oversight of daily member services and contact center operations. Dana has over 17 years of experience in the financial industry and now applies her past leadership of sales and development teams to Nutmeg’s many strategic initiatives. As the Vice President of Lending, she currently oversees all areas of loan growth and portfolio management. Dana attended Southern Connecticut State University, is certified by the Credit Union Executive Society (CUES) and was a member of Filene Research Institute’s I3 innovation team. NMLS #762118