Harold Bates, CPA, Executive VP/CIO
Community Resources Credit Union
has over twenty eight years of senior management experience with commercial banks and credit unions in Texas, Colorado, New Mexico and Alaska.
He has served in a variety of executive positions including CFO, COO, CIO and CEO.
In addition, his
career includes consulting services experience in the areas of mergers/acquisitions and investment portfolio management.
current responsibilities include direction of Marketing and Retail Sales services for Community Resource Credit Union
, Baytown, TX..
Areas of specific focus include: (1) Profitability Analysis and Measurement of Direct Marketing Activities, (2) Integration of Information Technology to Enhance Marketing Effectiveness, (3) Role of Youth Marketing in Future Credit Union Growth and (4) Community Charters; answering the questions, "who are we" and "where should we go from here"?
Mr. Bates earned his Bachelor of Accountancy Degree from Baylor University, Masters of Business Administration from Southern Methodist University and is a member of the American Society of Certified Public Accountants (AICPA).
He also holds several licenses with the National Association of Securities Dealers (NASD) and serves as an investment advisor with the Amherst Securities Group, L.P. Credit Union Division.
Return to Top