Kate L.

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.