Organizations Filed Purposes:
TECHNOLOGY CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, TECHNOLOGY CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.
DURING 2019 TECHNOLOGY CREDIT UNION HAD 121,138 MEMBERS WITH 489 MEMBER COMPANIES. TO ENHANCE MEMBERS' EASY ACCESS ANYWHERE AND ANYTIME AT NO COST TO THE MEMBERS, TECH CU PROVIDES ONLINE BANKING SERVICES. SOME OF THE FEATURES ARE THE ABILITY TO VIEW ACCOUNT BALANCES, VIEW OR DOWNLOAD ACCOUNT HISTORY, VIEW IMAGES OF CLEARED CHECKS AND VIEW PENDING TRANSACTIONS. ALSO, MEMBERS HAVE THE PRIVILEGE TO MAKE OR SCHEDULE PAYMENTS FOR TRANSFER BETWEEN TECH CU ACCOUNTS OR OTHER FINANCIAL INSTITUTIONS. MEMBERS CAN ALSO PAY THEIR BILLS USING THE TECH CU BILL PAY ONLINE. THE ONLINE BANKING SERVICES ENABLE MEMBERS TO MANAGE THEIR ACCOUNT(S) CONVENIENTLY FROM RECEIVING EMAIL ALERTS ON THE ACCOUNT ACTIVITY TO PLACING A STOP PAYMENT ON AN OUTGOING CHECK. MEMBERS CAN UPDATE THEIR PROFILE AND GAIN ACCESS TO A SECURED EMAIL. TECH CU ONLINE BANKING USES THE MOST ADVANCED ENCRYPTION STANDARDS TO PROTECT ACCOUNTS AND TO CONDUCT FINANCIAL BUSINESS. THE INNOVATIVE LOGIN SECURITY SYSTEM ENSURES PERSONAL ACCESS AND SECURITY OF ACCOUNT INFORMATION.
TECHNOLOGY CREDIT UNION PROVIDES ATM (AUTOMATED TELLER MACHINE) SERVICES TO MEMBERS. MEMBERS CAN ACCESS THEIR BANK ACCOUNT IN ORDER TO MAKE CASH WITHDRAWALS (OR CREDIT CARD CASH ADVANCES) AND CHECK ACCOUNT BALANCES CONVENIENTLY IN A PUBLIC SPACE WITHOUT THE NEED FOR A HUMAN CLERK OR BANK TELLER.
TECHNOLOGY CREDIT UNION PRIVATE BANKING IS A PERSONALIZED SERVICE PROGRAM DESIGNED SPECIFICALLY FOR THEIR MOST FINANCIALLY SUCCESSFUL MEMBERS. PRIVATE BANKING MEMBERS ARE ASSIGNED TO A PRIVATE BANKING MANAGER, AN EXPERIENCED CREDIT UNION PROFESSIONAL, WHO SERVES AS PERSONAL RESOURCE AND POINT OF CONTACT FOR ALL THEIR FINANCIAL SERVICES NEEDS. THE PRIVATE BANKING MANAGERS PROVIDE PERSONAL, RESPONSIVE, PROFESSIONAL, AND FRIENDLY SERVICE WHILE ENSURING THE SECURITY AND CONFIDENTIALITY OF EVERY FINANCIAL TRANSACTION. THEY ALSO ACT AS LIAISONS, CONNECTING THEIR MEMBERS WITH THE BEST FINANCIAL EXPERTS IN INVESTING, REAL ESTATE LENDING AND CONSUMER LENDING. IN ADDITION, PRIVATE BANKING MEMBERS ARE ENTITLED TO A WEALTH OF BENEFITS INCLUDING ESTATE PLANNING AND TRUST SERVICES AT A SPECIALLY DISCOUNTED RATE, TAX PLANNING AND PREPARATION, LOAN RATE DISCOUNTS AND PRIORITY PROCESSING OF ALL LOANS, SPECIAL PRIVATE BANKING SEMINARS AND EVENTS, EXCLUSIVE PRIVATE BANKING NEWSLETTER, AND PREFERRED RATE MEMBERSHIP TO THE SILICON VALLEY CAPITAL CLUB. TECHNOLOGY CREDIT UNION HAS ALSO MOVED FROM CETERA TO LPL FINANCIAL SERVICES TO PROVIDE BETTER INVESTMENT OPTIONS FOR ITS MEMBERS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
Name | Title | Hours Per Week | Total Salary |
Todd Harris | CEO, BOARD SECRETARY/TREASURER | 40 | $786,327 |
Jeannine M Jacobsen | EVP, CHIEF OPERATING OFFICER | 40 | $411,753 |
Robert Reed | EVP, CHIEF RETAIL BANKING OFFICER | 40 | $386,285 |
Richard Hanz | EVP, CHIEF FINANCIAL OFFICER | 40 | $379,031 |
Joseph Anzalone | EVP, CHIEF COMMERCIAL BANK OFFICER | 40 | $378,111 |
Michael Floyd | EVP, CHIEF CREDIT OFFICER | 40 | $375,014 |
Brian T Evans | VP, SBA BUSINESS DEVELOPMENT OFFICER | 40 | $317,422 |
Fred Abajelo | SENIOR FINANCIAL ADVISOR | 40 | $316,633 |
M Angeles Hernandez | SVP, LOAN ADMINISTRATION | 40 | $263,870 |
Niki Wong | SVP, COMMERCIAL/SBA LENDING & OPERAT | 40 | $252,107 |
Shou Mei Wu | SVP, COMMERCIAL CREDIT ADMINISTRATION | 40 | $243,343 |
Fawzia Sarwar-Shayek | SVP, RETAIL BANKING | 40 | $240,430 |
Eric Ngan | VP, ENTERPRISE APPLICATIONS & INTEGRATIONS | 40 | $238,695 |
Franca Cozzitorto | HEAD OF ENTERPRISE RISK MANAGEMENT | 40 | $215,354 |
Natalia Lau | SVP, CONTROLLER | 40 | $203,450 |
Guy Lamont Hadnot | SVP, MARKETING | 40 | $192,421 |
Barbara Kamm | FORMER CEO/BOARD MEMBER | 2 | $10,181 |
Bob Luong | SUPV CMTE MEMBER | 2 | $0 |
Jessica Cassinelli | SUPV CMTE MEMBER | 1 | $0 |
Firasat Ali | SUPV CMTE MEMBER | 1 | $0 |
Faisal Jeddy | SUPV CMTE MEMBER | 1 | $0 |
Jeff Lee | SUPV CMTE CHAIRMAN | 1 | $0 |
Sunil Nagdev | DIRECTOR | 2 | $0 |
Joe Shepela | DIRECTOR | 2 | $0 |
John W Wedgwood | DIRECTOR | 2 | $0 |
Robert R Herb | DIRECTOR | 2 | $0 |
Peter Donahower | DIRECTOR | 2 | $0 |
Karen Brochier | DIRECTOR | 2 | $0 |
Kirk Bloede | DIRECTOR | 2 | $0 |
Robert E Bylin | VICE CHAIRMAN | 2 | $0 |
Mical Brenzel | CHAIRMAN | 2 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202003109349303250_public.xml