Technology Credit Union
SAN JOSE, CA
Total revenue
$239.5M
Total expenses
$238.6M
Net assets
$419.8M
Grants received
—
EIN
941651781
Tax year
2024
Mission
A cooperative, organized for the purpose of promoting thrift and savings among its members.
Programs
3 programs
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.
Technology credit union offers business members a wide range of products (such as business savings account, business money market accounts, business money market plus account, business basic checking, business interest checking, business certificates, business check cards, business auto loan, business line of credit, business credit card - first national bank of omaha, and sba loans) and tools needed to manage business transactions and achieve their business financial goals.in addition, tech cu provides investment services to members with products such as securities, bonds, insurance, ira, 527 plans, and more. There is also the relationship rewards program that rewards members for doing business with tech cu.
Financials
FY 2024
Revenue
Expenses
People
37 listed
TODD HARRIS
PRESIDENT/CEO, SECRETARY/TREASURER
$934K
40 hrs/wk
SUNDER SRINIVASAN
EVP, CHIEF INFORMATION OFFICER
$490K
40 hrs/wk
JEANNINE M JACOBSEN
EVP, CHIEF OPERATING OFFICER
$474K
40 hrs/wk
RICHARD HANZ
EVP, CHIEF FINANCIAL OFFICER
$430K
40 hrs/wk
ROBERT REED
EVP, CHIEF RETAIL BANKING OFFICER
$417K
40 hrs/wk
DOUGLAS STOVELAND
EVP, CHIEF CREDIT OFFICER
$404K
40 hrs/wk
JOSEPH ANZALONE
EVP,CHIEF COMMERCIAL BANKING OFFICER
$386K
40 hrs/wk
DEEPTI JAGGI
DIRECTOR
$18K
3 hrs/wk
KAREN BROCHIER
DIRECTOR
$17K
3 hrs/wk
FIRASAT ALI
SUPV CMTE VICE CHAIR
$16K
1.5 hrs/wk
MADONNA BOLANO
DIRECTOR
$15K
3 hrs/wk
ROBERT HERB
DIRECTOR
$14K
3 hrs/wk
BARBARA KAMM
BOARD VICE CHAIR
$12K
3 hrs/wk
MICAL BRENZEL
BOARD CHAIRMAN
$11K
3 hrs/wk
JEFF LEE
SUPV CMTE MEMBER
$8K
1.5 hrs/wk
PETER DONAHOWER
DIRECTOR
$7K
3 hrs/wk
BOB LUONG
SUPV CMTE MEMBER
$6K
1.5 hrs/wk
KIRK BLOEDE
DIRECTOR
$6K
3 hrs/wk
FAISAL JEDDY
SUPV CMTE MEMBER
$5K
1.5 hrs/wk
CAROL MACKINLAY
DIRECTOR
$4K
3 hrs/wk
LINDA ITSKOVITZ
DIRECTOR
—
3 hrs/wk
JESSICA CASSINELLI
SUPV CMTE CHAIRMAN
—
2 hrs/wk
SUNIL NAGDEV
DIRECTOR
—
3 hrs/wk
FRED D ABAJELO
SR. FINANCIAL ADVISOR
$522K
40 hrs/wk
KAMRAN NAQVI
SVP, HEAD OF DIGITAL
$319K
40 hrs/wk
M ANGELES HERNANDEZ
SVP, HEAD OF EMERGING RETAIL LENDING PRODUCTS & ST
$292K
40 hrs/wk
FAWZIA SARWAR-SHAYEK
SVP, RETAIL BANKING
$290K
40 hrs/wk
AZAD RAD
SVP, WEALTH MANAGEMENT
$285K
40 hrs/wk
JOSHUA BLUHM
SVP,HEAD OF RETAIL CREDIT RISK & OPS
$281K
40 hrs/wk
TERESA WU
SVP, COMMERCIAL CREDIT ADMIN
$271K
40 hrs/wk
NIKI WONG
SVP, COMMERCIAL/SBA LENDING & OPS
$268K
40 hrs/wk
JEANNINE L CREIGHTON-BOETTCHER
HEAD OF HR & CORPORATE SERVICES
$268K
40 hrs/wk
FRANCA LOVELACE
HEAD OF ENTERPRISE RISK MANAGEMENT
$259K
40 hrs/wk
DEBORAH KRUMWIEDE
SR. FINANCIAL ADVISOR
$259K
40 hrs/wk
NATALIA LAU
SVP, CONTROLLER
$257K
40 hrs/wk
PAULETTE MEHAS
SVP, TREASURY
$249K
40 hrs/wk
BRENDA JAIMES
HEAD OF BUSINESS PROCESS SERVICES
$248K
40 hrs/wk
Independent contractors
SUNLIGHT FINANCIAL LLC
LOAN SERVICING
HASSO PLATTNER DBA SAN JOSE SHARKS LLC
MARKETING
JOSEPH & COHEN PROFESSIONAL SERVICES
LEGAL
GORDON & REES LLP
LEGAL
KODIAK SOLUTIONS LLC
TECH,INFO AND MEDIA