Contact Information
Team Leaders
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Kathy Garner – President/Chief Executive Officer
Kathy
Garner was selected as Catalyst's lead executive in March 2012. In this role,
she is responsible for implementing the corporate's strategic goals and
objectives and for assisting the Catalyst board in fulfilling its governance
functions. Kathy provides direction to Catalyst's senior
executive team in executing its annual goals and objectives. She also serves on Catalyst's asset/liability committee (ALCO).
Kathy was formerly Southwest Bridge Corporate's executive vice president of member relations and
business development and actively participated in the development of the
low-risk business plan that led to Catalyst's capitalization. As EVP, Kathy oversaw
correspondent and payment services sales, communications and marketing, member
services and the Northwest regional office. She assumed that position when
Southwest Corporate merged with Northwest Corporate Federal Credit Union in
December 2007. Prior to that merger, she was president/CEO of Northwest
Corporate from 1995 to 2007.
Garner worked for U.S. Central Federal Credit Union from 1984 to 1995, primarily as a manager in the asset/liability department. Previously,
she was the assistant manager of Corporate Central Credit Union of Utah.
Garner’s industry credentials include: past chair of CU Business Group LLC and
Primary Financial Company LLC; former member of the Governmental Affairs Committee for the Credit Union Association of Oregon; and
previous board member of the Oregon Credit Union Foundation, the Washington Credit Union Foundation, and the Western Payments Alliance (WesPay). Garner currently serves on the board of the NW Credit Union Foundation.
Garner has a bachelor's degree in finance from Utah State University and an MBA from University of Missouri/Kansas City. She is also a Credit Union Development Educator.
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Bruce Fox – Executive Vice President/Chief Investment Officer
Bruce Fox is the executive vice president/chief
investment officer, he directs Catalyst's asset/liability management, lending,
and investment management functions, and is responsible for the development of
all balance sheet management and derivative strategies.
Additionally, Bruce is the operating
principal for CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions (a corporate
CUSO that is wholly-owned by Catalyst Corporate), which provides investment
advisory services and asset/liability management reporting and consulting
services to credit unions. Bruce is also responsible for directing certain
corporate-wide projects and initiatives. Bruce has been actively involved in the
financial markets for more than 25 years.
Prior to joining Catalyst Corporate, he
was an investment portfolio manager for Members Insurance Company in Dallas,
Texas. He also worked in various capacities with two regional brokerage
firms. Bruce received a bachelor's degree in finance and a master's degree in
finance, both from Texas A&M University at Commerce. He also holds FINRA Series
7, 24, 27, 53, 63, and 65 licenses. He is a member of Catalyst's ALCO and is the
chairman of the corporate's member loan committee.
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Greg Moore – Executive Vice President/Member Relations
As Catalyst’s executive vice president of member relations, Greg Moore is responsible for engaging credit unions, corporates, leagues, and other system participants throughout the country in forging mutually beneficial partnerships. He is a member of Catalyst’s senior management team and directs the activities of Catalyst’s sales and communications and marketing departments.
Greg was formerly the president and chief executive officer of Georgia Corporate Federal Credit Union from March 2002 through September 2011, when Georgia Corporate and Southwest Bridge Corporate merged to become Catalyst. In that capacity, Greg led the transition of the corporate into a full-service institution during his tenure. His deep commitment to member service and transparent communication helped to create solid relationships with the corporate's member credit unions, 80 percent of which came on board as Catalyst subscribers.
Greg guided Georgia Corporate through a visionary strategic planning process that culminated in development of a viable new business plan at the leading edge of the industry's reconfigured value proposition. His efforts ensured that credit unions emerged from the global credit crises with continued access to wholesale investment, liquidity and payments products.
Greg is active in the credit union industry. He was instrumental in the establishment of Primary Financial, LLC and continues to serve on its board today. He is a member of the Association of Corporate Credit Union's
executive committee, and he previously served on U.S. Central's board of directors and its
supervisory committee.
Prior to joining Georgia Corporate, Greg spent 16 years at U.S. Central in Kansas, where he held numerous positions including portfolio manager, asset/liability; managing director, investment sales; and vice president, relationship management and member services. He has a bachelor's degree in business administration from the University of Kansas.
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Brent Smith – Senior Vice President/Chief Risk Officer
Brent Smith is the senior vice president/chief risk officer of Catalyst, he heads
Catalyst's risk management department, which evaluates the corporate's
investment, derivative, lending, item processing, and correspondent service
activities. This department, using management control processes, safeguards
Catalyst's resources and ensures compliance with the corporate's policies and
practices. The risk management department includes investment credit, operations
compliance, and internal auditing functions. Brent is also responsible for
office services, which includes facilities.
Brent is a member of Catalyst's ALCO and
of its enterprise risk management committee. Brent joined Catalyst Corporate in
1990. Previously, he managed the asset/liability management, member lending, and
compliance functions at Catalyst. Brent has
extensive experience in portfolio management and in asset/liability
management. He held similar positions with American Federal Bank and Murray
Federal Savings, both located in Dallas. Currently, Brent is a member of the
North American Asset/Liability Management Association. Brent received his
bachelor's and master's degrees in economics from the University of North Texas,
where he has also taught microeconomics and money and banking classes.
Contact Brent Smith
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Melissa Wardell – Senior Vice President/Chief Financial Officer
Melissa Wardell is the senior vice
president/chief financial officer of Catalyst
Corporate. At Catalyst, her
responsibilities include internal and external financial reporting, financial
planning, payroll and benefits, and all technology activities including the
development, integration, operation, and support of automated systems,
databases, and all voice and data communications. She is also responsible for
human resources.
Melissa is a member of Catalyst's ALCO,
its enterprise risk management committee and its technology steering
committee. Prior to becoming the CFO of Catalyst Corporate in December 2006,
Melissa served as the corporate's controller.
Before joining Catalyst Corporate in
1994, Melissa was a senior auditor for Price Waterhouse. Melissa received both
her bachelor's and master's degrees from the University of North Texas, and she
is a certified public accountant.
Contact Melissa Wardell
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Brad Ganey – Senior Vice President/Chief
Operating Officer
Brad Ganey is the senior vice president/chief operating officer at Catalyst. In
this capacity, Brad oversees the corporate's item processing (IP) operations,
support services, research/adjustments, IP projects/implementation, wire
transfer, ACH, remote deposit support, and card services (ATM/debit) operations.
In December 2011, Brad joined the Western Payments Alliance (WesPay) board of directors.
Brad joined Catalyst Corporate in 2000
and has more than 25 years of experience in the financial services industry. His
background includes seven years in commercial banking, where he served as an
operations analyst and held various management positions in the IP and cash
management areas.
Prior to joining Catalyst Corporate, Brad
was employed by the Federal Reserve Bank of Atlanta's Jacksonville branch, where
he served in various management roles at the branch and district level. Brad
attended Jacksonville University, majoring in business administration.
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Pam Wiseman – Assistant to the President
Pam Wiseman joined Catalyst in December 2007. As the assistant to the president, Pam is responsible for the day-to-day operations of the office of the president. She also coordinates all board-related functions and meetings. Pam serves as assistant secretary for the board of directors.
Prior to joining Catalyst, Pam provided executive support in various roles for the Community Banking Division of EDS and the firms that subsequently acquired it. She has extensive experience in executive administration, facilities management, contract management, and staff management.
Pam is a 2002 graduate of the Collin County Community College Leadership Certification program.
Contact Pamela Wiseman
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Amy Fuller – Vice President/Corporate Communications
Amy Fuller is Catalyst's vice president/corporate communications. In this role, she oversees the marketing, public relations and communications activities of the corporate.
Amy previously was the senior vice president of Georgia Corporate Federal Credit
Union. In this role, she provided executive oversight for numerous departments
and functional areas, including public relations, marketing, member service,
business development, product development, operations, information technology,
human resources, compliance/internal audit, accounting and member credit. This
range of responsibility has prepared Amy to work closely with departments
throughout Catalyst to ensure that issues affecting members are effectively communicated.
Amy's experience includes developing organization-wide strategic plans, and she
was deeply involved with delivering a new business model to the corporate's members,
as well as implementing the merger with Catalyst Bridge Corporate.
In December 2011, Amy joined NACHA's Communications and Marketing Advisory Group.
Amy has been engaged with marketing and communication activities throughout her career. She has established and implemented integrated marketing, public relations and communications strategies, extending her impact on the corporate culture through numerous human resource initiatives to align employees with the company's brand.
Amy has a bachelor's degree from Shorter College in English literature and economics, and a master's degree in mass communication from the University of Georgia.
Contact Amy Fuller
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Bill Brennan – Vice President/Item Processing Services
Bill Brennan oversees Catalyst's item processing operations – including share draft, deposit and return item processing, remote deposit services, research, adjustments and item processing projects – for all member credit unions. Bill also represents Catalyst in several industry work groups. He currently chairs the Endpoint Exchange
advisory committee and is a member of the Electronic Check Clearing House Organization (ECCHO)
operations committee, Viewpointe and SVPCO user groups, and the Image Industry Interoperability Group (i3G).
Joining Catalyst in 2003, Bill has nearly 30 years of experience in the financial services industry. His background includes 19 years in commercial banking operations, with various managerial positions at Bank of America. He also served as a
senior operations manager at CitiStreet.
Bill studied business management at Valencia Community College and the University of Central Florida.
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Brad Elliott – Vice President/Operations Risk
Management
As the vice president of operations risk management for Catalyst, Brad Elliott coordinates the business continuity, Bank Secrecy Act compliance, information security risk assessment, and vendor management functions.
Prior to transitioning to his current position, Brad managed the internal interest rate risk modeling process at Catalyst. He was also responsible for managing the compliance function. Prior to joining Catalyst in 1997, Brad worked for several years as a national bank examiner for the Office of the Comptroller of the Currency (OCC).
Brad received a bachelor's degree in economics from Southern Methodist University and a master's degree in business administration from the University of North Texas.
Contact Brad Elliott
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Brian Turner – Director/Chief Strategist
In his position at Catalyst as director/chief
strategist, Brian Turner
manages the daily operations and strategic direction of advisory services and
works directly with credit unions on their strategic investment and financial
management endeavors. Brian joined Catalyst Strategic Solutions in
1999, with nearly 17 years of senior financial management experience.
Before joining Catalyst Corporate, Brian was chief financial officer of Empire
Financial Corporation, a Dallas-based investment firm, where he directed
acquisitions and investment banking activities. Previously, he was senior vice
president of funds management and investments for the Central Bank affiliate of
First Commerce Corporation of New Orleans. At Central Bank, Brian directed
investments, funds management, and asset/liability management for the $8 billion
commercial bank.
Earlier in his career, Brian served as senior vice president – treasurer of
Bluebonnet Savings Bank, Dallas, a $3.5 billion thrift association, where he
directed investments, funds management, and strategic ALM. At Bluebonnet, Brian
worked to combine 11 thrifts and assisted in three additional acquisitions to
form one of the highest-performing financial institutions in the state.
Brian was on the regulatory taskforce that developed the interest rate risk
guidelines used in current interest rate risk and investment management for
commercial banks, thrifts, and credit unions.
Brian received an undergraduate degree from Oklahoma State University and did
his graduate studies at the University of Tulsa. He is a member of the National
Financial Manager's Society and a graduate of a number of financial industry and
economic institutes. He also is a graduate of the Covey Leadership Institute and
is a frequent speaker on various economic and credit union issues.
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Cynthia Shi – Vice President/Portfolio Management
As Catalyst's vice president/portfolio management, Cynthia is responsible for directing the daily investment management and funding operation for
the corporate's balance sheet. She oversees the trading of fixed income investment and derivative products in accordance with company policies, ensures that the balance sheet is managed within the risk tolerance limit established by the
chief investment officer, and she is responsible for advising and executing funding options to meet balance sheet liquidity requirements. In addition, Cynthia is responsible for product research
and development and training.
Cynthia joined Catalyst Corporate in 1999 as a treasury analyst in the funds management department. In that role, she managed the company’s cash flow in various accounts to ensure the efficient use of cash. In 2002, Cynthia became a
portfolio manager and was responsible for the daily management of the investment portfolio and funding operation.
Cynthia received her master's degree in economics from University of Arkansas in 1998. She holds the Chartered Financial Analyst (CFA) designation and is a member of the Dallas Association of Investment Analysts.
Contact Cynthia Shi
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Diana Wilson – Vice President/Human Resources
Diana Wilson is the vice president/human resources for Catalyst. She is responsible for the payroll process, salary administration, employee development, internal training, and employee relations. Diana also directs employee benefits, the 401(k) program, recruitment, and policies
and procedures.
Diana is a member of the Catalyst enterprise risk management committee.
Prior to joining Catalyst Corporate in 1995, Diana worked as a human resources manager at Harte-Hanks Communications, Inc. She has an
associate's degree from North Lake College in Irving, Texas.
Contact Diana Wilson
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Heather Wakefield – Director/Item Processing Operations
Heather Wakefield oversees item processing (IP) operations, IP projects and IP product implementations for Catalyst
Corporate. She joined Catalyst in November 2001 as supervisor at the Jacksonville, Florida item processing facility. In 2006, Heather transferred to
Catalyst Corporate’s Texas facility as POD/remote deposit processing manager and later became item processing manager.
Prior to coming on board with Catalyst Corporate, Heather spent more than five years with Fiserv, Inc. in Jacksonville, starting as a proof operator and later moving into management.
Contact Heather Wakefield
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Janice Ha – Vice President/Controller
Janice Ha manages the overall operation of the accounting department at Catalyst. Her responsibilities include internal and external financial reporting, budgeting
and forecasting, and the coordination and management of external and internal audits.
Janice joined Catalyst Corporate in April 1999 in an internal audit capacity, moved into the position of assistant controller in December 1999, and became controller in January 2007.
Prior to joining Catalyst Corporate, Janice worked as a senior auditor for Price
Waterhouse Coopers.
Janice received her bachelor's of accountancy degree from the University of Oklahoma in
accounting and finance. She is a certified public accountant.
Contact Janice Ha
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Jeff Hamilton – Vice President/Member Credit
Jeff Hamilton is vice president of Catalyst Corporate’s member credit department. In this role, Jeff oversees
lending activities with member credit unions. He serves as a member of Catalyst Corporate’s Member Credit Committee and will manage the company’s agent loan participation program.
Jeff spent 13 years at Western Corporate Federal Credit Union. From 2009 to 2012,
he was vice president of research and member lending, managing the corporate’s lending programs, credit risk exposures and a successful loan participation program. Jeff
also served as vice president of portfolio management and before moving into that role, Jeff founded and led the Financial Solutions
Group, WesCorp’s ALM consulting service. During his five-year tenure as director
of FSG, he built the FSG business to more than 100 clients using the service.
Throughout his career, Jeff has been engaged in ALM, credit and financial risk analysis, liquidity management and investments. Prior to joining WesCorp, he was the founder/principal of a full-service real estate practice that focused on representation of buyers. He also has served as the chief investment officer for the Texas State Treasury and
as vice president of investments for Boatmen’s Bancshares.
Jeff holds a bachelor’s degree in finance from University of Texas and a master’s
degree in business administration from Texas State University. He is a Chartered
Financial Analyst and has his FINRA Series 7 license.
Contact Jeff Hamilton
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Jennifer Anderson – Vice President/Investment Credit
Jennifer Anderson is Catalyst's vice president of investment credit, a
position she assumed with Catalyst Corporate in January 2012. Jennifer joined
Catalyst in 2002 and built substantial experience in credit analysis
and modeling prior to moving into her current position. Before joining the corporate, Jennifer worked as an analyst in
fixed income research at American General Investment Management.
Jennifer received her bachelor's degree in business administration in finance from
the University of Texas at Austin. She has been a Chartered Financial Analyst (CFA) charterholder since 2005.
Contact Jennifer Anderson
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Jerod Wright – Vice President/Network Operations
Jerod Wright manages the technical staff in support of Catalyst’s network, computer operations, desktop support, security, and telecommunications departments. In this capacity, he is responsible for overall design, purchase, implementation, maintenance, support and monitoring of the network infrastructure, as well as PCs, laptops, data storage, telecommunications, iSeries and data center management.
Jerod has more than 14 years of experience in information technologies and holds numerous certifications including; Microsoft Certified Systems Engineer (MCSE), Cisco Certified Network Professional (CCNP), Cisco Certified Security Professional (CCSP), Information Systems Security (INFOSEC) Professional and Certified Information Systems Security Professional (CISSP). He is also a member of the Infragard Members Alliance, a program formed by the FBI to provide support for the information technology industry.
Prior to joining Catalyst in June 1999, Jerod worked as a LAN analyst at Perot Systems. Jerod graduated from Baylor University with a
bachelor of business administration degree in management information systems and
entrepreneurship.
Contact Jerod Wright
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Justin Lutes – Vice President/Correspondent Services
Justin Lutes is the vice president of correspondent services for Catalyst. In this capacity, Justin oversees the electronic funds transfer, ACH, card services (ATM/debit) and vault cash operations.
Joining Catalyst Corporate in August 1999, Justin spent time in internal audit and IT security, and was the
vice president of operations risk management before transitioning into his current position.
Justin earned a master's degree in business administration at Amberton University and a bachelor's degree in business administration in accounting from Texas A&M University-Texarkana.
Contact Justin Lutes
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Karen Coble – Vice President/Sales
Karen Coble directs the sales and training processes for Catalyst products and services. She joined
Catalyst Corporate in 2000.
Karen has more than 20 years' experience in banking at four commercial banks, including treasury management sales, national account sales, commercial lending, and market management.
Karen is a Certified Cash Manager and an honors graduate of the Southwestern Graduate School of Banking at Southern Methodist University.
She is a graduate of the National Commercial Lending School at University of Oklahoma and earned a
bachelor's degree from the University of Cincinnati.
Contact Karen Coble
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Larry Stubblefield – Vice President/Internal Audit
Larry Stubblefield directs the overall development and implementation of the comprehensive audit function for Catalyst. He provides feedback to management and the supervisory committee to assist in the effective discharge of their responsibilities. He coordinates external independent audits and serves as liaison for regulatory exams.
Larry has more than 25 years of financial management experience for a number of financial institutions and service providers. He received his bachelor’s degree in business administration
in accounting from Texas A&M University. He is a certified public accountant.
Contact Larry Stubblefield
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Mark DeBree – Director/ALM Services
Mark DeBree is the director of the ALM Services group at Catalyst Strategic Solutions. In this role, Mark is responsible for overseeing all of the third party ALM analysis, validations, core deposit studies and other ad-hoc projects generated through the ALM group. Mark also works with a number of client credit unions and consults with senior management and/or boards regarding opportunities, strategic direction, risk mitigation strategies and other topics, as needed. In addition, Mark is responsible for managing the financial models used by the ALM group and works to develop new modeling techniques, reporting elements and procedures as market conditions change.
Prior to joining Catalyst in 2002, Mark worked as a financial analyst at RichMark Capital Corporation, a privately owned brokerage house and investment bank. At RichMark, Mark was responsible for performing financial analysis to determine quality of earnings, future earnings and earnings growth rates of privately held organizations seeking to raise external capital.
Mark also worked at Salomon Smith Barney in New York, NY and has previously held Series 7 & 63 licenses.
Mark received a bachelor's degree in finance and an M.B.A. with a finance concentration from Texas Tech University and is a Chartered Financial Analyst (CFA).
Contact Mark DeBree
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Mike McGinnis – Vice President/Investment Sales
As the vice president–investment sales for Catalyst Corporate and Catalyst Strategic Solutions, Mike McGinnis coordinates the marketing and sales functions of all analytic and investment services and also manages Catalyst's brokerage team. Mike began serving the credit union industry in 1996 with the CUNA Mutual Group where he worked with member brokerage and insurance programs, credit union marketing, lending solutions, employee benefits and credit union insurance coverage. Mike is a strong proponent of the value of the credit union industry and cooperative structure. Throughout his 16 years within the credit union movement, he has focused continually on providing a strong value to credit unions and their members.
Mike holds a bachelor's degree in economics from Southeastern Louisiana University, a master's degree in accounting from the University of Texas at Dallas, and holds FINRA Series 7, 63 and 24 licenses. Away from work, Mike's time is spent with his wife and four children. He serves as chauffeur and basketball coach for two, and as an attentive audience for the other two who have been performing entertaining dance recitals for 13 years.
Contact Mike McGinnis
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Sam Palmgren – Vice President/Technology Development
Sam Palmgren is vice president/technology development for Catalyst. In this position, Sam directs application development and design, manages technology efforts, supports
"highly critical" applications, and determines technology growth within Catalyst. He serves on Catalyst's
technology planning committee.
Sam has more than 30 years experience in the information systems industry. Sam joined
Catalyst Corporate in May 1988. Prior to that, he was involved in various aspects of information technology in the Dallas area.
Sam received his bachelor's degree in business administration from Amberton University in Dallas.
Contact Sam Palmgren
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Sharon Begarney – Director/Support Services
Sharon Begarney is Catalyst's director of support services. In this role, she oversees item processing research and adjustments, remote deposit services and Catalyst's member services department.
Sharon has a combined total of more than 30 years' experience in the payment services arena. She began her career in 1980 as a research clerk with First National Bank of Dallas. Later that year, FNB's item processing operations were purchased by Texas Credit Union League, where Sharon continued to serve in a number of member service and item processing roles.
In 1994, when Catalyst Corporate purchased TCUL's item processing department, Sharon transitioned into the role of research, adjustments and day returns manager. Over the years, she has been a pivotal player in the conversion of paper check processing to electronic imaging. Sharon has actively contributed to the development and enhancement of all of Catalyst's remote deposit products and to the creation of its remote deposit support team.
Sharon has served on numerous internal and industry payment services committees and formerly chaired the adjustments committee for National Clearing House Association (now Viewpointe).
Contact Sharon Begarney
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Steven Houle – Director/Advisory Service
Steve Houle joined Catalyst Strategic Solutions when it was Southwest Corporate Investment Services' advisory department in 2006 and works with credit union clients on strategic financial and investment management endeavors.
Previously, Steve worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions and credit unions in Western Canada. His other key roles included analyzing simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.
Steve graduated from the University of Regina in 1999 with a bachelor's degree in
business administration. In January 2006, Steven was awarded the Chartered Financial Analyst (CFA) Designation.
Contact Steve Houle
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Terry Young – Director/Communications and Marketing
Terry Young directs the marketing, public relations and communication efforts of Catalyst. He is responsible for promoting Catalyst's image, as well as products and services.
Terry is active in the credit union marketing community and serves on the public
relations advisory committee for the Association of Corporate Credit Unions. He is also a member of the
communication and marketing advisory group for the National Automated Clearinghouse Association (NACHA) and is a member of the
marketing committee for WesPay.
Prior to joining Catalyst Corporate in June 1999, Terry spent more than a decade with the Texas Credit Union League, where he led communications and award-winning public relations efforts.
A 1976 graduate of Ohio University, Terry has also been a reporter and feature writer for the Cincinnati Post, the Dallas Times Herald, and the Los Angeles Daily News.
Contact Terry Young
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Toby Harmon – Vice President/Facilities
Toby Harmon is the vice president of facilities at Catalyst, including the headquarters and regional facility operations, construction, building engineering, building security, landscape, and maintenance. He is also responsible for directing mail services, document management services, supplies and equipment management, purchasing, shipping, and receiving. Toby joined Catalyst in 2006 after managing the furniture installation for the
corporate’s new headquarters in Plano, Texas.
Toby has 30 years of extensive experience in both facility management and commercial furniture industries. Prior to joining
Catalyst Corporate, Toby was a senior project manager for GL Seaman & Co. for 14 years. While at GL Seaman, he managed
more than 200 projects, mainly in the Dallas/Fort Worth metroplex, including major projects for American Airlines’ headquarters domestically and internationally, Pier
One headquarters, Sysco Foods headquarters and Washington Mutual call centers.
Toby is an active member with Banking Institution & Credit Union Council (BICUC), International Facilities Management Association (IFMA), and United States Green Building Council (USGBC).
Contact Toby Harmon
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