Meet the Leaders at KeyPoint Credit Union
Board of Directors
Marsha joined the Board of Directors in 2018. She is a 30-year veteran of the financial services industries, and has held numerous positions in line lending and management, risk management, and governance with Bank of America, Bank of the West and Wells Fargo.
Most recently, she co-founded, managed and successfully sold a flavored malt beverage business. She holds a Bachelors of Arts in Political Economics from the University of California, Berkeley, and an MBA from Santa Clara University. She also received a certificate of completion from the Pacific Coast Banking School.
Gary joined the Board of Directors in 2016 after serving on the Supervisory Committee for three years. A veteran of several startups, EMC and NetApp, Gary is currently Director of Marketing at ARM.
Gary holds an MBA from Santa Clara University. Away from the office, he is a Professional Dive Master actively involved with the Professional Association of Dive Instructors (PADI). Gary also participates in ocean clean-up activities and fish surveys in his spare time.
Keith has been a KeyPoint volunteer for more than twenty years, serving on the Board, the Supervisory Committee, and various committees. He is a long-time software engineer at Apple, Inc., and has been a KeyPoint Member for 33 years.
Keith holds Bachelor of Science degrees in Computer Science and Philosophy from the University of Wisconsin-Madison and a Masters of Science degree in Computer Science from Stanford University."
Greg is a former Board Chairman and Secretary/Treasurer who has served KeyPoint for more than 23 years. He held positions on the Supervisory Committee for seven years, and held Board positions for 12 years. Greg, who is the principal of Refined Technologies, Inc. in San Jose, holds a Bachelor's of Science in Engineering Management from York College of Pennsylvania.
Leslie was invited to join the Board in 2020. Her decades-long experience as a small business owner working with Silicon Valley startups and technology giants alike gives her a unique perspective on the needs of growing businesses. As Founder and Creative Director of Energy Energy Design, she has completed many successful design leadership engagements with executives in technology, finance, real estate, and other markets. Leslie earned a BA degree in Information and Communication Studies and Marketing from California State University at Chico.
Brice has over 30 years of success developing, negotiating, signing, and managing enterprise-level partnerships and new business pursuits. His experience spans roles at startups as well as Fortune 500 companies in the fintech and higher education industries. He started his career in the industry in 1992 as a college intern at ACS (acquired by Xerox), one of the largest student loan servicers in the country at the time. Over the years, he progressed within the organization, holding a variety of positions in business development, marketing and product development. Since then, Brice has held leadership roles with loan providers, loan servicers, and other companies focused on helping students and families meet their higher education goals.
Brice attended the University of Alabama, earned his bachelor’s degree from Middle Tennessee State University, and has earned additional certifications from Pepperdine and Wharton.
Robert is one of our longest serving volunteers with almost 27 years of service, having served on the Supervisory Committee, and then as Board Director. He is currently self-employed as a Consulting Chief Financial Officer to several technology focused software and media companies.
He previously served in executive financial roles at AlienVault, Aerohive, Fortinet, Siebel Systems, [email protected] (previously @Home Network), Sybase, Cypress Semiconductor and numerous private technology companies.
He serves on the board of the Peninsula Chapter of Amigos de las Americas, and is active in Financial Executives International (FEI). Robert earned his Bachelor’s degree in Accounting from Marshall University and his MBA from Georgia State University. Robert lives with his wife in Los Altos and enjoys cycling and travel.
Bal currently serves as Chairperson. She served as Chairperson of the Supervisory Committee in 2012 and previously spent three years on KeyPoint’s Budget Committee.
Bal brings extensive credit union experience to KeyPoint after working in leadership positions at VanCity Savings Credit Union in Vancouver, British Columbia, the largest credit union in Canada. She also held key management positions with the Canada Employment and Immigration Commission (CEIC), a federal government agency.
She holds a Bachelor of Commerce degree in Finance from the University of British Columbia. She is married with two sons and lives in Silicon Valley.
John has been a member of the KeyPoint Board of Directors for more than 26 years, including several years as Chairman. John is a veteran of Silicon Valley, working at numerous technology firms including Apple, Symantec and Ziff Davis. Currently, he is the Managing Partner of Beyond The Game, LLC.
He holds a Bachelor of Science degree in Chemistry and an MBA. John has earned a California Community College Instructor Credential, and he referees United States Soccer Federation matches in his spare time.
Mary joined the board in 2020 as an Associate Director. A Bay Area native, Mary has 20+ years’ experience working in technology holding positions in engineering at TiVo, Roku, and Sun Microsystems. She currently is the Director of AI & IoT Ecosystem at Arm.
Linda joined KeyPoint Credit Union as an Associate Director in 2018 and was elected to the Board in 2020. She brings over a decade of experience across corporate finance, investment banking, and accounting at both large organizations and early-stage start-ups. Linda currently leads business operations at a San Francisco-based blockchain startup. Previously, she led finance at a fintech startup that provided credit products for the under-banked. Earlier in her career, she was an investment banker at Bank of America Merrill Lynch, and held various positions at Deloitte LLP in their corporate finance, M&A advisory and audit practices.
Linda holds a Bachelor of Commerce from Queen's University in Canada and an MBA from Columbia Business School. She is a CFA charterholder and a Canadian CPA.
Tracy is a Philanthropy Advisor at the Silicon Valley Community Foundation. She partners with individuals and institutional donors to help them reach their philanthropic goals. Tracy oversees a multibillion-dollar portfolio and grantmaking of more than $500 million annually.
A veteran in the nonprofit field, Tracy was the Executive Director of the Santa Clara City Library Foundation & Friends. In this role, she led the organization in year-over-year growth in fundraising, developed a strong staff and board and built strong relationships among stakeholders. Previously, she worked in the legal services industry as an award-winning sales and account manager.
Tracy has a J.D. from the University of San Diego and a B.A. from San Diego State University. She serves as board member for the YWCA of Silicon Valley. She likes to read, enjoy the outdoors and spend time with friends and family.
Mary began her service in 2013 and has served on the Supervisory Committee. She brings more than 35 years of experience in high-tech companies in IT, Marketing, Engineering, Finance and Manufacturing. Since retiring in 2017, Mary consulted for a non profit and volunteers within her community.
She holds a Bachelor of Science degree in Finance from Santa Clara University and currently seats on the Board of Directors for the Auxiliary of Good Samaritan Hospital.
Vish has been a member of the Credit Union since 1989 and joined the Supervisory Committee in 2014. He has worked in the Silicon Valley hi-tech industry for over 25 years with management positions in Test, Reliability, Customer Support and Operations. He currently works at Gigamon as a Director of Operations Engineering.
Vish has a Master of Science degree in Electrical Engineering from the University of Missouri, Rolla. He is married with two children and lives in San Jose. In his spare time he enjoys reading, gardening and fixing things.
Andrea has been a KeyPoint Member since 2017 and joined the Supervisory Committee in 2019. He relocated to the Bay Area in 2008 and joined Google in 2010, where he held several positions in Program Management, Financial Operations, Engineering and Analytics with the Localization team.
He is currently a Program Management Lead with the Google Assistant team. Andrea earned an MBA from UC Berkeley and a Master of Science in Electrical Engineering and Computer Science from Politecnico di Torino and University of Illinois at Chicago. In his free time he enjoys cooking traditional Italian recipes, running and playing with his two kids.
T. Bradford Canfield
Brad was named President and CEO of KeyPoint in April 2012. He previously served as Chief Financial Officer and Interim President at 1st Security Bank of Washington where he oversaw all banking-related functions and strategic restructuring.
Prior to that, Brad was the CFO and Vice President of Administration of Boeing Employees Credit Union. During his 20-year tenure, he was responsible for all internal and external financial reporting and supervised 150 staff members as well as the Administrative Division.
Brad has served as a board member to Prime Alliance Solutions and the Woodland Park Zoological Society. He holds a Bachelor of Science degree in Public Accounting from Gonzaga University.
Trent has spent over 20 years in financial management with extensive experience in risk management, strategy development and execution and managing large investment portfolios. Prior to joining KeyPoint, Mr. McIlhaney was Chief Financial Officer at Santa Clara County Federal Credit Union.
He has had senior management positions also at Stanford Federal Credit Union and Bay Federal Credit Union. He is a Certified Public Accountant and a Chartered Global Management Accountant. He has a B.S. and M.S. in Accounting from University of Oklahoma.
David Luu has more than 20 years of credit administration and banking operations experience. As Chief Operations Officer, David oversees all aspects of retail branch and lending operations. David is responsible for the strategy and growth of KeyPoint’s loan and deposit product lines. He’s passionate about KeyPoint’s vision of delivering high-quality products and services to members by employing a unique blend of technology and personalized service experiences.
Prior to joining KeyPoint, David served in various senior leadership roles at CommonWealth, Patelco, and Technology credit unions. He has extensive experience in member service, lending, loss mitigation, and risk management. David holds a Bachelor of Science degree in Business Administration from the University of Phoenix, and a Juris Doctor degree from Lincoln Law School of San Jose. He’s also a licensed California Mortgage Broker, and a Certified Business Lending Professional with the Credit Union National Association.
LeeAnne joined KeyPoint in January 2014, and has more than 15 years of experience in the Human Resources field. LeeAnne is responsible for all aspects of human resource and organizational development, as well as staff training and development at KeyPoint.
Prior to joining KeyPoint, LeeAnne was SVP, Chief Administrative Officer at Patelco Credit Union for over three years. LeeAnne has also held executive roles in Human Resources at Technology Credit Union and CommonWealth Central Credit Union. Before entering the credit union industry, she worked in telecommunications.
LeeAnne has a Bachelor of Arts degree in English and a Master of Science degree in Organizational Development from the University of San Francisco.
Drew Manning has enjoyed a 25 year+ career in Information Technology with extensive experience in IT Strategy, Mobile/Digital products, Cloud Infrastructure, SaaS/Production Operations, Customer Support and Security/Compliance. Drew is passionate about ensuring close alignment between IT and the business, resulting in better Member experience and service.
Prior to joining KeyPoint in 2021, Drew held senior-level positions at mFoundry and Vitech Systems. He has a degree in Mathematics from the University of Virginia.