Here to serve. Here for you.
Every day, our team works hard toward one goal: To develop, manage and support solutions to help you serve your members best. We are experts, advocates, and leaders in the credit union industry. Our people are our power. And we’re excited to put that power to work for you.
A visionary and steadfast leader, Melissa is a strategic driver of growth in her role as President and CEO at Corporate One. Melissa joined Corporate One in 1999. During her time with the organization, she has served in various roles, including controller, vice president of finance, and executive vice president/chief financial officer.
Melissa serves on the board of directors of two of Corporate One’s wholly owned credit union service organizations (CUSOs), Lucro Commercial Solutions and Sherpa Technologies. She is also a board member for eDOC Innovations, an ecommerce software development company focused on providing mobile enterprise digital transaction management solutions for credit unions and other financial institutions. In 2019, Melissa joined the Federal Reserve Bank of Cleveland’s Community Depository Institutions Advisory Council (CDIAC), which provides information and insight to the Cleveland Fed from the perspective of community depository institutions.
Prior to her role at Corporate One, Melissa worked at a Big Four accounting firm. She has a Bachelor of Science in Accounting with a minor in Computer Science from The Ohio State University. She has also achieved the Certified Chief Executive designation from the Credit Union Executive Society (CUES) and is a certified public accountant in the state of Ohio. In her free time, Melissa likes to help out on her family’s sweet corn and produce farm. She enjoys being outside and working the land, teaching her kids the value of a hard day’s work, and gathering with extended family over delicious meals at harvest time.
EVP, Chief Financial Officer
Denise is a dedicated financial professional, skilled in financial reporting and analysis, budgeting/forecasting, and banking. At Corporate One, Denise is responsible for the departments of finance, funds management, human resources, portfolio project management and facilities. Denise joined Corporate One in 2005 and has been involved in guiding all financial aspects of the organization and its subsidiaries.
Prior to joining Corporate One, Denise worked extensively in financial management and reporting, accounting department operations, budgeting/forecasting, tax preparation, cost accounting, and cash management for public companies.
Denise received her Bachelor of Science in Business Administration with a concentration in Accounting from The Ohio State University and is a certified public accountant. In her off time, she likes to garden and accompany her therapy dog, Gabe, on his visits to the library to listen to young readers.
EVP, Chief Product Strategist
A passionate business strategist, Tammy started her career at Corporate One in 1994, overseeing the investment department, and she currently manages the balance sheet and operations teams to execute strategic initiatives. She also serves on several boards, including Lucro Commercial Solutions (as chairperson), the Ohio CU Foundation (as secretary/treasurer), Primary Financial (as secretary), EPCOR, and Sherpa Technologies.
Prior to her positions with Corporate One, she spent 13 years with the School Employees Retirement System of Ohio where she managed the system’s short-term portfolio and analyzed fixed-income and equity securities. She holds a Bachelor of Science in Finance from Franklin University. Tammy grew up as an Army brat and lived in several states, as well as Germany. Her favorite pastime is spending time with her two beautiful granddaughters. When she’s not with them, she loves to read and garden.
EVP, Chief Risk Officer
An executive professional adept in all facets of risk management, Mike is a skilled collaborator and a respected leader. As Chief Risk Officer, Mike is responsible for Corporate One’s risk management program, which includes credit risk, business continuity and disaster recovery, vendor management, information security and interest rate risk.
Prior to his role at Corporate One, Mike worked for Corporate One’s CUSO Accolade Asset/Liability Advisory Services as an Investment Advisor Representative. In 2017, Mike was promoted to vice president of Accolade’s Advisory Services. Mike has also formerly served as the president and CEO of American Savings Bank.
Mike has a Bachelor of Arts and a Bachelor of Science in Finance from The Ohio State University and a Master of Business Administration from Morehead State University. Mike holds CPA, CRISC and RIMS-CRMP professional certifications. Mike is a lover of all things outdoors and enjoys spending time running, hiking and cycling with friends and family.
EVP, Chief Member Engagement Officer
A marketing professional for more than 25 years, Paul provides strategic leadership to key initiatives that strengthen Corporate One’s relationships with its members and credit unions across the country. Beginning his career at Corporate One in 1999, Paul oversees the marketing and communications, member success and member experience teams.
Prior to Corporate One, Paul worked for the marketing teams at Telhio and Columbus Ohio Teachers credit unions and as Account Executive for a large public relations firm in the Columbus area. Paul holds a Bachelor of Arts degree in Organizational Communications from The Ohio State University. Paul enjoys playing softball, darts and Euchre. He and his husband of 30+ years split the year between Columbus and south Florida and love to travel abroad.
EVP, Chief Information Officer
As a dedicated technology evangelist, Jim has guided companies through the evolution of digital transformations for more than 35 years. Jim joined Corporate One following the merger with Southeast Corporate in 2012. As CIO, he is responsible for the planning, organization, and administration of the corporate’s information technology (IT) programs, as well as the management of all aspects of the IT infrastructure.
Prior to joining Southeast, Jim served as senior vice president, Chief Information and Systems Officer with Security Savings Bank in Olathe, Kansas. He also previously served as Assistant Vice President and Director of Information Technology Services for the Federal Home Loan Bank in Topeka, Kansas. Jim has a Bachelor of Arts in Computer Science from the University of Illinois. In his free time, Jim enjoys boating in the clear blue waters of southern Florida.
Reach our Investment team at firstname.lastname@example.org
Senior Vice President, Chief Investment Officer
An experienced financial expert, Bob is responsible for managing the investment, lending and funding portfolios and all on- and off-balance sheet activities. Having worked with Corporate One for more than 20 years, he is a member of Corporate One’s asset/liability committee.
Before joining Corporate One, Bob was Vice President of Banc One Capital Markets and served as Vice President of First USA Capital Markets for more than 10 years. Bob began his career in financial accounting at Mercantile National Bank in Dallas and held various positions there before joining First USA Capital Markets in 1988. Bob has a bachelor’s degree in Accounting from Pennsylvania State University and currently holds FINRA licenses that include General Securities Representative (Series 7) and Uniform Securities Agent State Law Representative (Series 63). Central Registration Depository (CRD #®) 1822082. Click here to do a FINRA search. Outside of work, Bob enjoys cruising the Caribbean with his wife, playing golf, and spending time at Lake Erie.
Senior Investment Services Representative
As a Senior Investment Services Representative, Jeff has built trusted investment relationships with member credit unions and is responsible for providing strategic investment counseling to help them achieve their respective portfolio goals.
Prior to his role at Corporate One, Jeff held various positions within the broker dealer arm of a major commercial bank, most recently trading corporate bonds. Jeff has a bachelor's degree from The Ohio State University, a master's degree in Financial Economics from Ohio University, and is a Chartered Financial Analyst (CFA_ program participant and has completed level 1). He holds several FINRA licenses, including General Securities Representative (Series 7), Uniform Securities Agent State Law Representative (Series 63), Equity Trader Limited Representative (Series 55), and Securities Principal Representative (Series 24). CRD# 3193652. Click here to do a FINRA search. When not watching the markets, Jeff enjoys watersports and spending time outdoors golfing and hiking. He’s also a big Ohio State and Cleveland sports fan.
Senior Investment Services Representative
As a Registered Representative for Multi-Bank Securities, Jeremy Hall works as part of the Corporate One Investment Services team as a senior investment services representative, providing members with superior service and a broad range of investment products that best serve their individual portfolio objectives.
Jeremy began his career with Bank of America and then moved on to similar roles at JPMorgan Chase and Great American Financial Resources Inc. before joining Corporate One. His experience includes working with advisors from banks, wire house firms, and independent broker dealers. Jeremy holds several FINRA licenses, including General Securities Representative (Series 7), Uniform Securities Agent State Law Representative (Series 63), and Uniform Registered Investment Advisor (Series 65). Click here to do a FINRA search. Jeremy and his wife love music and enjoy traveling to concerts to see their favorite band/artists live.
Senior Investment Services Representative
As a dedicated financial expert, Shannon is responsible for providing investment products and solutions to key investment decision makers at member credit unions. She provides a variety of investment offerings to help each member implement their investment strategy and achieve their respective investment portfolio goals.
Shannon began her career with Northern Trust Bank in Chicago, Illinois, before moving to UBS’s Global Asset Management Group as an institutional account manager, managing institutional fixed income, equity, and balanced account relationships. Shannon graduated from Northwestern University with a bachelor’s degree in Economics and holds FINRA licenses, including General Securities Representative (Series 7), and the Uniform Combined State Law Representative (Series 66). Click here to do a FINRA search. Shannon enjoys spending time outdoors with her family and Goldendoodle, Izzy.
Senior Investment Services Representative
Frederick is responsible for strategic investment counseling with member credit unions to help each member reach their portfolio goals. Frederick started in the financial services industry with Edward Jones where he managed the Livingston, Montana, branch office. He later relocated to Columbus, Ohio, where he joined Morgan Stanley as a financial advisor and was promoted to serve as a Business Analyst for the branch.
Frederick attended the University of Akron and completed both the bachelor’s and master’s programs in History. He currently holds several FINRA licenses, including General Securities Representative (Series 7), Uniform Securities Agent State Law Representative (Series 63), Uniform Combined State Law Representative (Series 66), and Securities Principal Representative (Series 24). CRD# 4788028. Click here to do a FINRA search. In his spare time, Frederick enjoys woodworking.
Investment Services Representative
John is an investment analyst responsible for assisting in the marketing of security and deposit offerings and backing up the senior investment services representatives.
Prior to his role at Corporate One, John worked with various organizations to develop comprehensive financial plans for high-net-worth investors. John is a graduate of West Liberty State College, holding a bachelor’s degree in Communications, and has completed classes through Keller Graduate School of Management and the College for Financial Planning. He is registered with FINRA and currently maintains a General Securities Representative (Series 7), and General Securities Sales Supervisor and Uniform Securities Agent State Law Representative (Series 63) licenses. CRD# 2221787. Click here to do a FINRA search. In his spare time, John enjoys spending time with his family, reading, and working in the yard.
Investment Services Representative
Focused on helping member credit unions reach their portfolio goals, John works diligently as an investment services representative. Prior to his position at Corporate One, John served for three years as a member service representative at First Choice America Community Federal Credit Union. John has a bachelor’s degree in Economics with a minor in Legal Studies and a master's degree in Business Administration from Franciscan University of Steubenville, Ohio. John has his General Securities Representative (Series 7) and his Uniform Securities Agent State Law Representative (Series 63) FINRA licenses. CDR# 7523786. Click here to do a FINRA search. He enjoys reading, spending time with his wife and family, and playing ice hockey and golf.
Reach our Sales team at email@example.com
VP, Member Success Executive
A focused and strategic leader, Christine is responsible for business development growth and management of the Member Success team. Christine joined Corporate One in 2020 and quickly developed a passion for credit unions and forging deeper relationships with the member institutions Corporate One serves. Dedicated to credit union success and to helping members achieve their respective business goals, she ensures the Member Success team strategically aligns with and supports members so that they are receiving the utmost value out of their membership in Corporate One. She is also committed to helping credit unions remain competitive and innovative through the adoption of digital and real-time payments.
Prior to joining Corporate One, Christine served in sales and sales management for Brink’s, Inc., supporting financial institutions of all sizes. Christine lives in Columbus, Ohio, with her husband and two dogs. In her free time, she enjoys golfing and all water and outdoor activities.
AVP, Key Accounts
Dedicated to member success, Thomas takes pride in helping credit unions achieve their goals through better services. He joined Corporate One in 2021 and specializes in providing consultative solutions to credit union leadership.
Prior to Corporate One, Thomas was a regional director of JMFA, a non-interest income consulting firm. He also worked as a licensed relationship banker with JPMorgan Chase Bank, NA in New Orleans and as a teller for Whitney National Bank. Thomas uses his experience working in financial instructions to better relate, identify needs, and help provide the best services to Corporate One’s members. A New Orleans native, Thomas loves animals, history, and Mardi Gras.
AVP, Member Success Manager
A consultative partner, Marty strategizes with credit unions to deliver solutions that successfully support their current and future growth initiatives. He manages existing member relationships and fosters new ones, offering tailored solutions that help credit unions navigate the future with a focus on technology and innovation.
Marty joined Corporate One in 2009 and has a 26-year career in financial services. Prior to Corporate One, he worked in business development at Fifth Third Bank, serving as a private banker, a commercial lender, and a correspondent banker. Marty lives in Sylvania, Ohio, with his wife, Tina. Marty enjoys golf and loves spending time with family and friends by the pool.
AVP, Member Success Manager
A dedicated and authentic leader, Jennifer is passionate about the credit union industry, especially its people, lending, and digital transformation. Jennifer joined Corporate One in 2021, and she manages memberships of all sizes across the Midwest. She is focused on helping her credit unions grow, knowing their strategic initiatives, operations, and wish-list items to ensure Corporate One is supporting them in the best way possible.
Prior to joining Corporate One, Jennifer has been working in the financial industry since 2007, serving financial institutions and credit unions in various leadership roles with her most recent role as a chief executive officer. Jennifer is looking to take Corporate One into the future with a focus on building strong professional relationships with credit unions and educating our membership so that they may better serve their own members. Jennifer lives in Fishers, Indiana, with her husband and son. She enjoys spending time with her family, being outdoors and traveling, (especially to Universal Studios Orlando).
AVP, Key Accounts Executive
An experienced business development executive, Pat consults with member credit unions to recommend solutions and services that best serve their business needs. Pat joined Corporate One in 2022 and is based in Tampa, Florida, serving credit unions in the Southeastern U.S.
Prior to Corporate One, Pat spent 25 years as a business development executive at several companies focused on the electronic payments industry, including First Data, MasterCard, and Western Union. He is passionate about working with credit unions and educating them about digital payments and experience solutions that will enable them to thrive and remain competitive in the digital revolution that is currently underway in financial services. Pat is an avid fisherman and golfer. He also enjoys skiing in the Colorado mountains and spending time with his two granddaughters.
Member Success Consultant
Passionate about helping credit unions succeed, Donna is focused on providing excellent support and service to Corporate One’s smaller-asset-sized credit unions. She is committed to helping members achieve their goals by effectively taking advantage of our solution offerings and realizing the opportunities that come with a digital future.
Donna joined Corporate One in 1989, starting in the operations department where she encoded checks, pulled checks by hand, answered phones, manually entered returns, and ran the sorters. Since that time, Donna’s leadership and dedication to credit unions has led her to other roles within the organization, including Manager, Products; Manager, Member Experience; Manager, Member Services & Member Solutions; Problem Resolution & Member Solutions Team Leader; Share Draft Supervisor, and Share Draft Coordinator.
Donna lives in Mt. Sterling, Ohio, with her husband and dogs. Her most precious joy in life is spending time with family, which consists of her two boys, her daughters in-law, her soon-to-be four grandbabies, and her large extended family. In her spare time, she loves crafting and landscaping on her five-acre yard.