Leadership Overview
TruStone Financial has 7 executives leading key functions including strategy, finance, technology, operations, legal, and human resources.
Driven by a commitment to member success, TruStone Financial provides comprehensive credit union and banking services, fostering financial well-being through savings, investment advice, and a broad spectrum of financial solutions.
Driven by a commitment to member success, TruStone Financial provides comprehensive credit union and banking services, fostering financial well-being through savings, investment advice, and a broad spectrum of financial solutions.
Leadership Roles at TruStone Financial
Dale Turner - President & Chief Executive Officer
Dale Turner, the President & Chief Executive Officer at TruStone Financial, directs the overall strategic vision and operational execution for the organization. Turner guides the company's expansion and market positioning within the competitive financial services landscape. This leadership role involves fostering a culture of innovation and member-centricity, ensuring alignment with the credit union's foundational principles. Overseeing all major corporate initiatives, Turner drives growth and enhances member value. The President & Chief Executive Officer ensures robust governance and ethical practices across all departments. By championing strategic partnerships and market development, Dale Turner solidifies TruStone Financial's standing as a trusted financial institution.
Daniel Zaczkowski - Chief Financial Officer
Daniel Zaczkowski, the Chief Financial Officer at TruStone Financial, manages the company's financial health and strategic fiscal planning. Zaczkowski oversees all financial operations, including budgeting, forecasting, and investment management, ensuring the organization's fiscal stability and growth. This critical role involves optimizing financial performance and resource allocation to support the credit union's service offerings. The Chief Financial Officer works closely with other executives to align financial strategies with broader business objectives. By maintaining rigorous financial controls and reporting, Daniel Zaczkowski provides essential insights for executive decision-making and drives profitability. Zaczkowski's expertise ensures compliance and enhances shareholder value.
Michael Williams - President & Chief Operating Officer
Michael Williams, the President & Chief Operating Officer at TruStone Financial, oversees the day-to-day operational functions and service delivery across the organization. Williams ensures the seamless execution of banking and credit union services, focusing on efficiency and member satisfaction. This executive role involves managing cross-departmental collaboration to optimize workflows and implement best practices. The President & Chief Operating Officer plays a key part in scaling operations to meet growing member demands and expanding market reach. By driving operational excellence, Michael Williams enhances the overall member experience and supports the company's strategic growth objectives. Williams' leadership ensures the effective functioning of all operational units.
Gary Jeter - Executive Vice President & Chief Technology Officer
Gary Jeter, the Executive Vice President & Chief Technology Officer at TruStone Financial, architects and directs the company's technology strategy and infrastructure. Jeter oversees the development and implementation of innovative technological solutions that enhance member services and operational efficiency. This leadership position involves managing all aspects of IT, cybersecurity, and digital transformation initiatives. The Executive Vice President & Chief Technology Officer ensures that technology investments align with business goals and support the company's mission of providing robust financial services. By driving technological advancements, Gary Jeter strengthens the organization's competitive edge and safeguards sensitive data. Jeter's vision propels TruStone Financial forward in the digital age.
Cole Hahn - Executive Vice President & Chief People Officer
Cole Hahn, the Executive Vice President & Chief People Officer at TruStone Financial, leads human resources strategy and talent management initiatives. Hahn cultivates a positive and productive work environment, focusing on employee development, engagement, and retention. This vital role involves shaping the organizational culture and ensuring alignment with the company's mission and values. The Executive Vice President & Chief People Officer oversees recruitment, compensation, benefits, and employee relations to attract and retain top talent. By championing people-centric policies, Cole Hahn supports the growth and success of TruStone Financial's workforce. Hahn's leadership ensures a skilled and motivated team.
Philip Young - Executive Vice President & General Counsel
Philip Young, the Executive Vice President & General Counsel at TruStone Financial, provides comprehensive legal guidance and oversees all legal affairs for the organization. Young ensures compliance with all applicable laws and regulations governing financial institutions, mitigating legal risks. This senior role involves advising executive leadership on corporate governance, contracts, and regulatory matters. The Executive Vice President & General Counsel safeguards the company's interests and upholds its ethical standards. By managing litigation and providing strategic legal counsel, Philip Young supports the company's operational integrity and business objectives. Young's expertise is crucial for maintaining TruStone Financial's legal standing.
Bill Williams - Presidentchief Executive Officer
Bill Williams, the Presidentchief Executive Officer at TruStone Financial, spearheads the organization's strategic direction and executive leadership. Williams oversees the comprehensive operational framework, ensuring the delivery of high-quality credit union and banking services. This executive position involves cultivating strong relationships with stakeholders and driving initiatives that promote financial inclusion and member prosperity. The Presidentchief Executive Officer is responsible for steering the company through market dynamics and identifying opportunities for advancement. By focusing on sustainable growth and operational excellence, Bill Williams enhances the member experience and strengthens the institution's market presence. Williams' leadership ensures the effective execution of the company's mission.
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