Opportunities Credit Union
Kate L. is an accomplished financial expert with extensive experience in leadership roles across various organizations. Currently serving as President/CEO in Special Projects at Opportunities Credit Union since September 2019, Kate has previously held significant positions such as AVP of Finance and Administration at UVM Foundation, Director at Provident Financial Services, and CFO at HSI. With a strong background in finance, budgeting, and regulatory compliance, Kate has contributed to investment strategies through leadership roles with St. Peter's Church Endowment and First Morris Bank and Trust. Early career experiences include positions as Vice President at Bank of America and Portfolio Manager at Bank of New York. Kate holds an AB in English/American Studies and an MBA from Dartmouth College and The Tuck School of Business at Dartmouth, respectively.
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Opportunities Credit Union
Founded in 1989, Opportunities Credit Union is Vermont’s only community development credit union. Uniquely committed to Vermonters of low wealth, Opportunities’ mission is to build wealth, community, and opportunity through a fair and affordable financial system. Our primary market is Vermont’s 90,000 low-income households. A majority of our members earn less than 80% of HUD Area Median Income. Seventy-two percent of our members have less than $25 in savings. We are dedicated to low-income Vermonters who have been refused financial services by mainstream institutions. Our mmbers are more likely to be solicited for and use predatory lending products, We offer them affordable alternatives. Our members are also the hardest hit by economic downturns and often the last to recover when the economy rebounds.