Broadview Federal Credit Union is a financial service provider that serves nearly 500,000 people. It was formed when two longstanding credit unions headquartered in New York State, SEFCU and CAP COM, merged. Broadview is ranked among the largest credit unions in New York and in the top 30 nationwide. With $8 billion in assets, Broadview invests significant resources in services that directly benefit members, employees, and the communities it serves. Federally Insured by NCUA.

Banking

Credit

Broadview Federal Credit Union

Kathy Lanni

Paige Rueckert

Megan Noss

Mark Duffy

Mark Does

Katie Farrow

The Finance and Analytics Team at Broadview Federal Credit Union is responsible for financial planning, analysis, and oversight to ensure the credit union’s fiscal health and regulatory compliance. They perform quality control, investment operations, application analytics, contract management, and internal auditing. This team works collaboratively to develop financial strategies, optimize investments, and provide comprehensive financial reporting to support informed decision-making across the organization.

Finance and Analytics Team

Commercial Banking and Lending

Community Engagement and Support

Finance and Analytics Team

About

Team members

Other teams at Broadview Federal Credit Union

Commercial Banking and Lending

Community Engagement and Support