Rocky Muñiz Cpa, Crcm

Chief Investment Officer at Credit Union of Texas

Rocky Muñiz, CPA, CRCM, MBA has a diverse and extensive work experience. Rocky currently holds the position of Chief Investment Officer at Credit Union of Texas, where they are responsible for overseeing investment activities. Prior to this, they served as the VP of Finance and VP of Finance & Compliance at the same organization, where they played a key role in managing financial operations and ensuring compliance with regulations.

Before joining Credit Union of Texas, Rocky Muñiz worked at Wells Fargo as a Vice President, Compliance & Operational Risk Manager. During their tenure, they developed models and dashboards to evaluate credit risk and compliance, as well as introduced innovative compliance testing. Rocky also provided advice on the sale of Reliable Financial Services.

Rocky Muñiz's previous experience includes working at CR Bard as an Accounting & Tax Compliance Manager, where they provided technical accounting, tax, and compliance support and played a crucial role in the acquisition of three legal entities. Rocky also worked at Wells Fargo as an AVP Financial Risk Consultant, where they focused on financial risk management.

Prior to their roles in the banking industry, Rocky Muñiz worked at KPMG US as a Senior Associate Auditor, where they led audits over public and private companies. Rocky also held the position of Senior Financial Accountant at FirstBank and gained experience as a Staff Auditor- IT Audit Intern at the Office of the Election Comptroller.

Rocky Muñiz's early work experience includes serving as a Financial Accountant through the Work Study Program at the U.S. Department of Veterans Affairs and as a Cadet Staff Sergeant at the Civil Air Patrol.

Overall, Rocky Muñiz has demonstrated expertise in financial management, compliance, risk assessment, and audit. Rocky has been instrumental in implementing strategic changes and improving financial reporting processes in multiple organizations.

Rocky Muñiz, CPA, CRCM, MBA has a Bachelor of Science degree in Accounting from Universidad del Sagrado Corazón. They also possess an Executive MBA in Business Administration and Management from Southern Methodist University. In addition to their educational background, Rocky has obtained various certifications including Introduction to Programming Using Python from the University of Michigan. They are a Certified Public Accountant certified by the Texas Society of CPAs. Furthermore, Rocky is a CFA Level II Candidate and holds the Certified Regulatory Compliance Manager certification from the American Bankers Association. They also have the NCCO certification from the NAFCU (National Association of Federally-Insured Credit Unions).

Links

Timeline

  • Chief Investment Officer

    August, 2021 - present

  • VP Of Finance

    November, 2020

  • VP Of Finance Compliance

    June, 2019

  • VP Compliance

    June, 2018

View in org chart