CW

Carolyn Wilson

Director, Investments And Insurance Through CUSO Financial Services, L.p. at Patelco

Carolyn Wilson has a strong background in the financial industry, with over 30 years of experience. Carolyn currently holds the position of Director, Investments and Insurance at Patelco Credit Union, where they oversee all aspects of Investments and Insurance. Prior to this, they worked as a Program Manager for CUSO Financial Services, responsible for the growth, revenue, and profitability of several credit union investment programs. Carolyn also has experience as an Investment Manager at JP Morgan Chase, formerly WaMu Investments Inc, a Regional Manager at XCU Capital Corporation, an Area Investment Manager at Citicorp Investment Services, and a Regional Manager at Cal Fed Investments. Throughout their career, they have demonstrated strong leadership skills and a track record of success in driving growth and profitability.

Carolyn Wilson earned a Bachelor of Science degree in Graphic Design from San Jose State University, completing their education from 1980 to 1982.

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Timeline

  • Director, Investments And Insurance Through CUSO Financial Services, L.p.

    April, 2018 - present

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