Organizations Filed Purposes:
MAXIMIZE THE VALUE OF MEMBER OWNERSHIP THROUGH SUPERIOR SERVICE AND PERSONALIZED PRODUCTS.
VIZO FINANCIAL IS THE CREDIT UNIONS' "CREDIT UNION" OFFERING LIQUIDITY SERVICES, INVESTMENT SERVICES, AND CORRESPONDENT SERVICES TO ITS MEMBERS.
SETTLEMENT AND PAYMENT SERVICES; MANAGEMENT OF SHORT TERM FUNDS & LIQUIDITY SERVICES; ASSET-LIABILITY MANAGEMENT MODELING & CONSULTING SERVICES. INCOME DERIVED FROM THE MANAGEMENT OF MEMBER SHORT TERM FUNDS AND FEE-BASED PAYMENT AND CONSULTING SERVICES PROVIDE THE FOUNDATION FOR THE ORGANIZATION'S OPERATION AND FINANCIAL STABILITY. THIS FINANCIAL STABILITY ALLOWS THE ORGANIZATION THE ABILITY TO PROVIDE LOW-COST, VALUE ADDED FINANCIAL RISK MANAGEMENT, AND EDUCATIONAL SERVICES TO OUR RESTRICTED MEMBERSHIP.
FUNDS MANAGEMENT AND LIQUIDITY SERVICES: ONE OF THE KEY SERVICES WE PROVIDE MEMBERS IS A COMPLETE LINE OF COMPETITIVE SHORT-TERM DEPOSIT PRODUCTS COMBINED WITH LINES-OF-CREDIT SO THAT THEY CAN MORE EFFECTIVELY MANAGE THEIR CASH FLOW NEEDS.
ASSET-LIABILITY MANAGEMENT (ALM) AND RISK MANAGEMENT SERVICES: ALM SERVICES INCLUDE BOTH CONSULTING AND A MODEL FOR HELPING MEMBER CREDIT UNIONS BETTER UNDERSTAND AND MANAGE THE RISKS ON THEIR BALANCE SHEET. OUR RISK MANAGEMENT SERVICES INCLUDE COMPLIANCE/REGULATORY TRAINING, INFORMATION SYSTEM RISK ASSESSMENTS, AND BUSINESS CONTINUITY PLANNING. WE PROVIDE THESE SERVICES TO HELP CREDIT UNIONS BETTER UNDERSTAND AND MANAGE THEIR OPERATIONAL RISKS.
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 |
|---|
| David Brehmer | PRESIDENT | 40 | $413,317 |
| Jay Murray | CEO | 40 | $405,017 |
| Fred Eisel | CIO | 40 | $234,565 |
| Mark Brown | CFO | 40 | $231,259 |
| Jeff Stoner | CHIEF STRATEGY OFFICER | 40 | $218,051 |
| Rodney May | CHIEF ENGAGEMENT OFFICER | 40 | $204,382 |
| Lori Gall | CHIEF RISK OFFICER | 40 | $187,443 |
| Janice Appleby | CHIEF HR OFFICER | 40 | $168,102 |
| Tim Sustak | CHIEF CREDIT OFFICER | 40 | $149,929 |
| Brian Vittek | DIRECTOR | 2 | $0 |
| Scott Weaver | SECRETARY | 2 | $0 |
| Steve Smith | DIRECTOR | 2 | $0 |
| Jeff Chelius | DIRECTOR | 2 | $0 |
| James Mcdaniel | DIRECTOR | 2 | $0 |
| James Mccaw | CHAIR | 2 | $0 |
| Jerry King | DIRECTOR | 2 | $0 |
| Bob Bruns | DIRECTOR | 2 | $0 |
| Lucile Beckwith | DIRECTOR | 2 | $0 |
| Joan Moran | TREASURER | 2 | $0 |
| Scott Woods | VICE CHAIR | 2 | $0 |
| Alison Detuncq | DIRECTOR | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201913199349306856_public.xml