David leads the credit union’s risk-based audit planning efforts to assess and recommend improvements to key operational and finance activities as well as the testing of internal controls. David brings more than 25 years of experience in financial services and professional auditing firms to Patelco and plays an integral role in ensuring the overall health and welfare of the credit union.
David joined Patelco after more than 25 years of experience in financial services and professional auditing firms. Prior to joining Patelco, David was EVP, Head of Audit Oversight for the Retail Banking Division for Bank of the West. He has also held audit and quality assurance roles at BlackRock and Charles Schwab. Across all his roles, David has brought clarity and definition to processes that have been new or needed redesigning, and he has a strong reputation for simplifying complex concepts and making them actionable. David has Master’s and Bachelor’s degrees in Business Administration and Accounting.
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