Cooperation. It’s not just in our name, it’s what we do. By combining the latest in payments, digital and technological expertise with the shared values of the credit union movement, we are building a modern financial services experience.

Software

CO-OP Financial Services

CO-OP Financial Services' headquarters in Rancho Cucamonga, CA, United States

Connie Trudgeon

Joe Franklin

Gregory Thomas

Joy Pak

Cesar Halley Pmpilv4

Jessica Earl

Sean Lacy

Lisa Norman

Kate Rehill

Magie Shaker

Michael Ruetten

Steve Howard

Daniel S.

Cheryl Middleton Jones

Janet Ward

Brian Duncan

Christopher Scholz

Roger Bowe

Joy P.

Robyn Pratt

Michael Jones

Christina Ortiz

Daniel Nguyen

Steve Kennedy

Bradley Kelly

Brittany Levine

Teresa W.

Erica Urfer

Jenny Spiro

Joe Morrison

Lacy Garton

Rob Goodwin

Rakshan Banu

Dr. Arthur Harper

Joe Bechler

Sareen Israni

The Leadership Team at CO-OP Financial Services is responsible for guiding the strategic direction and operational execution of the company. Comprising senior executives from various domains such as network strategy, technology, HR, and client management, this team collaborates to drive innovation, enhance service delivery, and ensure alignment with the core values of the credit union movement, ultimately creating a modern and effective financial services experience for members.

Leadership Team

The Sales and Marketing team at CO-OP Financial Services drives growth and enhances brand visibility by leveraging innovative strategies and collaborative efforts. They focus on optimizing sales operations, developing impactful marketing campaigns, and delivering cutting-edge product designs to align with the credit union movement's values. By fostering strong client relationships and implementing effective demand generation initiatives, the team ensures the delivery of a modern financial services experience.

Sales and Marketing

The Finance and Analytics team at CO-OP Financial Services is responsible for driving financial performance and strategic decision-making through data analysis, pricing strategies, and comprehensive financial oversight. This team ensures fiscal health by managing budgets, conducting internal audits, and analyzing financial data while supporting pricing initiatives and contracts. By leveraging analytics, the team plays a critical role in optimizing resources and enhancing the overall financial services experience for credit union partners.

Finance and Analytics

The Technology and Engineering team at CO-OP Financial Services is responsible for designing, developing, and maintaining innovative technological solutions that enhance the financial services experience. This team leverages expertise in data architecture, application development, systems integration, and data science to create efficient, scalable systems that support the cooperative values of the credit union movement and advance the company’s mission.

Technology and Engineering

The Product Management and Development team at CO-OP Financial Services is responsible for driving the innovation and enhancement of digital financial products tailored for the credit union sector. This team collaborates to identify market needs, design user-friendly interfaces, and oversee the development lifecycle, ensuring that products not only meet customer expectations but also align with the cooperative values of the organization. Their expertise encompasses application development, user experience research, and strategic product marketing, all aimed at creating a modern and efficient financial services experience.

Product Management and Development

The Human Resources and People Operations team at CO-OP Financial Services is dedicated to fostering a positive workplace culture that aligns with the cooperative principles of the credit union movement. They focus on employee engagement, talent acquisition, benefits administration, compliance, and compensation strategies, ensuring that the organization attracts and retains top talent while supporting a diverse and inclusive environment.

Human Resources and People Operations

CO-OP Financial Services

Org chart

Teams

Leadership Team

Sales and Marketing

Finance and Analytics

Technology and Engineering

Product Management and Development

Human Resources and People Operations

Offices

CO-OP Financial Services

Org chart

Teams

Leadership Team

Sales and Marketing

Finance and Analytics

Technology and Engineering

Product Management and Development

Human Resources and People Operations

Offices

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