The Financial Planning and Analysis team at Meridian Credit Union is responsible for providing strategic financial insights, developing budgets, and conducting variance analyses to support the credit union's growth and operational efficiency. This team collaborates closely with various departments to ensure financial objectives align with overall business goals, while driving finance transformation initiatives to enhance decision-making processes.
Alan Reid
Associate Vice President, Fina...
Chantal Belward
Vice President Financial Plann...
Kenneth K. Seibel
Senior Financial Planner
Lisa Frattini
Vice President, Finance Operat...
Luisa Santopietro
Senior Financial Planner
Marie Phillips Pfp
Senior Financial Planner
Paul Sullivan Cfp® C...
Senior Financial Planner
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