Senior Credit Union Executive Consultant
Senior Credit Union Executive Consultant at ACT Advisors® where he primarily helps credit unions looking to incorporate financial wellness strategies into their C-Suites.
Jim spent over 23 years with CUNA Mutual and was the Chief Officer of sales and marketing helping set and execute the strategic direction of the organization and meeting marketplace needs. Jim interacted regularly with the board and rating agencies on business results.
After leaving CUNA Mutual, Jim continued to work with credit union focused organizations. As Chief Operating Officer of CU24, a credit union owned ATM and debit network, Jim expanded their services throughout the United States.
Jim’s experience has enabled him to gain a very strong understanding of the needs of credit union executives. He is passionate about helping credit unions incorporate financial wellness strategies that enable them to create a unique competitive advantage in their marketplace.
Jim has a bachelor’s degree in Business Administration from Cardinal Stritch University. He has also held numerous securities and insurance licenses. In addition, Jim received a certificate from the Stanford University Executive Development Program. Jim has and continues to serve on numerous boards including non-profit boards.