Meet the Senior Management
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.
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 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 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. Lisa graduated from the University of Connecticut with a BA and from Post University with an MBA.
Robert “Bob” Bruhn joined Nutmeg in 2016 as a consultant. Bob is the former GM of Orbis Engineering, Inc. and CFO of Bellco Credit Union. Among his tenure in the financial industry, he has held various positions in finance departments managing and overseeing financial operations. Bob has experience on many boards of directors as well as extensive experience in mergers and core conversions. After teaming with Nutmeg as a consultant during their post-core-conversion efforts in summer 2016, Bruhn became a valuable asset to Nutmeg and became a permanent part of the team. Bob earned his Bachelor of Science in Business Administration with an emphasis in Accounting from the University of Southern California, and a Master in Business Administration from the University of Denver.
Brian joined Nutmeg in early 2017 as part of the merger with Housatonic Teachers Federal Credit Union. He has served in the financial services industry for over 16 years while holding several executive positions within the credit union sector. As Senior Vice President/CSO, Brian is responsible for assessing business initiatives and creating shared alignment with Nutmeg’s strategic vision and its successful execution. He also drives the decision making that sustains the company’s organizational changes. Proficiencies include process optimization, performance development, market behaviors, and merger/acquisition synergies. Brian graduated from the University of Connecticut with a Bachelor of Science in Applied Economics with a minor in Management, and a Masters in Business Administration from Albertus Magnus College.
Al joined Nutmeg’s team in 2014 as the Assistant Vice President, Security Risk Management. Through his time at the credit union, he became involved in multiple projects spanning across IT, operations, front-line business communications, and regulatory compliance on a local and state level, which earned him the role of Senior Vice President, Chief Technology and Security Officer. In his position, he directly oversees IT, Operations, Compliance, Risk, Facilities and Information Security. With a focus on cultivating team work across multiple departments, he possesses a successful track record of managing multiple projects to completion, while maintaining strict adherence to government regulations. He also possesses a successful track record in managing and implementing controls and solutions that ensure critical and confidential information is kept secured. Al graduated from DeVry University with a bachelor’s degree in electrical engineering technology and holds many certifications including CISSP, ISSMP, GSLC.
Dana Clark leads all of Nutmeg State’s lending operations including consumer, mortgage, and commercial channels. She joined the credit union’s senior management team in January 2013 where she led the retail sales and service delivery and was responsible for oversight of the daily member service and contact center operations. Dana has over 17 years of experience in the financial industry and she also participates in many strategic initiatives within the organization. Throughout her career she has successfully led various sales and business development teams towards achievement of corporate targets and she is responsible for all areas of loan growth and portfolio management. Dana has attended Southern Connecticut State University in New Haven, Connecticut, is a Credit Union Executive Society Certified Senior Executive and was a member of Filene Research Institutes I3 innovation team.
Tracie Rodriguez 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.