We were created to give credit unions and their business members all across the United States unprecedented treasury management capabilities and expertise.
The market for quality Treasury Management solutions in the commercial, public, and not-for-profit sectors is dominated by large national and regional banks. Credit unions and community banks have traditionally not had the scale, investment capabilities, or expertise to compete for business deposits. Until now.
Established by Credit Unions for Credit Unions, Tru Treasury aims to shift the paradigm. Our singular focus is equipping community financial providers with the tools, expertise, and products to deliver leading treasury solutions to the businesses they serve. At Tru Treasury, our mission is to provide credit unions with treasury management expertise and the scalability to grow.
How We Can Help
Tru Treasury works with credit unions to outline and develop a comprehensive Treasury Management program that helps with:
Implementing additional annuity revenue streams
Mitigating Risk through an aggressive risk management approach
Benchmarking process and procedures to other financial institutions
Identifying innovative efficiencies in your current product set
Attracting and retaining business members
Providing a valued service to your business members
Competing with banks.
Meet The Team
Chief Executive Officer
John has led the charge for this start-up company. He has over 16 years of senior leadership experience in the financial services industry, leading underwriting, treasury management, and payments organizations. He was the Head of Treasury Solutions Proposal Management at SunTrust Bank, successfully leading an $18M initiative to establish sales and product governance standards across multiple operating lines of business.
As a proud Veteran of the War in Iraq, John continues to serve our country as a Field Grade Officer in the Army Reserves. He has earned two rotary-wing aviator certifications (UH-60 and CH-47) from the US Army Flight School.
Chief Revenue Officer
Kathy La Pine
Kathy has over 25 years of commercial banking leadership experience specializing in treasury management sales and products. She spent most of her career with LaSalle Bank and Bank of America, two industry-leading treasury management institutions. In recent years, she has consulted with community banks and credit unions to design and implement their own competitive treasury management product and sales organization.
Vice President / Treasury Consultant
Jeff Sharkey, CTP
Jeff is a Certified Treasury Professional with over 13 years of treasury management expertise in sales, service, and product management. He is involved with several treasury management initiatives that guide community financial institutions into the treasury management space. In 2017, he assisted Team One Credit Union in developing and launching their Treasury Management program. He is an Executive Board Member of the Great Lakes Association for Financial Professionals.
Vice President / Treasury Consultant
Jack Li, CTP
Jack is a Certified Treasury Professional with over seven years of treasury management expertise in advisory, implementation, and sales. He specializes in working capital and cash conversion optimization by presenting intellectual leadership and strategies that focus on profitability improvement. He has represented both national banks and community banks with various asset/revenue sizes throughout his career. Jack is a member of the Tampa Bay Association for Financial Professionals.
Head of Treasury Operations
Rob has over 10 years of operations experience with small and large financial institutions. His expertise includes risk underwriting, proposal development, pricing strategy development, and product management. His focus is on product integration, business operations, technology development, and business member onboarding
Tanya Olson, CTP
Tanya is a Certified Treasury Professional with a master’s in Administration and Leadership. She has over 11 years of experience in the financial industry, specializing in treasury management, sales, and product management. She has worked for community and regional banks varying in asset size and has additional experience in commercial credit underwriting, mortgage banking operations, and supply-chain management. Her focus is prioritizing client engagement by providing consultative and strategic cash flow management solutions. Tanya is a member of the Great Lakes Association for Financial Professionals.
Sandy Wheeler has over 8 years of experience working with business owners ranging from $0-$5MM in revenues. Sandy graduated from Davenport University with a Bachelor of Business Administration and applies her business knowledge and expertise to ensure her clients and business owners achieve their goals. With a passion for building relationships, Sandy utilizes a consultative approach to gain insight into what needs and opportunities may exist in a business and makes thoughtful recommendations. Sandy is committed to working alongside partners to heighten the success of her clients.
Alexis is an engagement and brand strategist with her master's in New Product Development. Her career is focused on working with companies and their clients to grow their professional brands and implement new offerings. Her experience includes managing the launch of new products, creating and developing course solutions, product designs, graphic designs, websites, and social media content.
Kim has over 10 years in the credit union industry. Her expertise includes training, compliance and retention, project management, product implementation, and creating a world-class member experience. Kim focuses on supporting business operations, product integration, and business member onboarding.