Jon Berlin has a BA in Economics (magna cum laude) and an MBA from Stanford School of Business. Jon has 25+ years of financial services and management consulting experience, expertise in strategy, analytics, customer experience, marketing, sales and service delivery, organizational change, and system/process development. He is currently the President and CEO at Chevron Federal Credit Union. You can reach out to Jon at BerlinJM@yahoo.com.
Key points include:
12:30: On being the CEO of a credit union 24:15: How a credit union acquires new customers 42:55: Recommended books