Leadership
Meet the Leaders at KeyPoint Credit Union Volunteer
Board of Directors
Gary is the Senior Manager of Strategic Alliances for Veritas Technologies LLC, where he leads security strategy and builds alliances that transform SaaS into solutions for IT practitioners. Formerly, Gary worked as the Director of Partner Ecosystem and Cloud Product Marketing at Arm, Director of Alliance Solutions in Product Marketing and Management for Dell EMC and Vice President of Business Development for Vistara. He holds a Master of Business Administration from Santa Clara University and a B.S. in E-Business from the University of Phoenix.
Keith is an experienced Software Engineer with over 35 years at Apple. Keith has been the Lead Engineer on Mac OS 9.0, Mac OS 9.1 and Handoff features like OS X, iOS and Watch OS. He has also presented at the Apple Worldwide Developers Conference on several occasions. Keith holds a Master of Science, Computer Science from Stanford University and a B.S. in Computer Science from the University of Wisconsin-Madison.
Mary joined the board in 2020 as an Associate Director. A Bay Area native, Mary has 21+ years of experience working in technology, holding positions in engineering at TiVo, Roku and Sun Microsystems. She currently holds the position of Director, Partner and Ecosystem Marketing at Arm Inc.
Brian currently serves as a Venture Capital Associate at Santa Clara Ventures, helping SCU alums and faculty founders build companies with capital and guidance from the SCU entrepreneurship ecosystem. Brian also volunteers with SCU’s Bronco Venture Accelerator to help early-stage startups refine their plans and pitches. He formerly worked for TiVo as a Software Engineering Manager. Brian earned an MBA in Finance and Entrepreneurship from Santa Clara University and a B.S. in Computer Science from California Polytechnic State University.
Priya is a creative digital design leader skilled in devising innovative methodologies to streamline development flows for CPU/ASIC designs. A semiconductor industry veteran, she held leadership positions at Intel, Synopsys and, more recently, Astera Labs. Priya has held Tech Lead positions at Intel, Dell Computers and Tata Consulting Engineers. Priya holds a Master of Computer Engineering from North Carolina State University and a Bachelor of Electrical Engineering, Instrumentation from Savitribai Phule Pune University. She enjoys hiking, traveling and photography in her spare time.
George is a seasoned employment litigator and Certified Information Privacy Professional (CIPP/US). He has over a decade of experience working at large and small organizations in the Silicon Valley; previously holding positions at Wilson Sonsini Goodrich & Rosati, Facebook, Pinkerton, Accenture and Milestone Technologies. George earned his B.A. from UC San Diego and his J.D. from UC Hastings.
Marsha joined the Board of Directors in 2018. She has over 30 years of experience in the financial services industry 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. Additionally, she co-founded, managed and successfully sold a flavored malt beverage business. She holds a Bachelor 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.
Baljinder currently serves as Director. 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. She has also held key management positions with the Canada Employment and Immigration Commission (CEIC). She is currently working at Stanford Health Care as a Sr. Consultant. 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 27 years, including several years as Chairman. John is a veteran of Silicon Valley, having worked 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.
Agnes currently serves as a Senior Principal Solution Architect for Veritas Technologies LLC, conducting validation and product integration with strategic partners such as Pure, AWS, Azure and Nutanix. Agnes has extensive experience in solution architecture and system software development. Agnes earned a Master of Science in Computer Engineering from San Jose State University and a B.S. in Electrical Engineering from San Francisco State University.
Bobby is the Global Head of IT and Business Systems for Couchbase. He also serves as a Bay Area Startup Advisor, consulting startups on product roadmaps, architectural scalability and internal go-to-market processes. He is a veteran of Silicon Valley, with progressive IT roles at numerous technology firms, including Silicon Graphics, Juniper Network, Hitachi Vantara, Anritsu, Druva, Flexport & Couchbase. He holds a Master of Business Administration from the University of Maryland and a Master of Arts, Economics from the Delhi School of Economics.
Kevin joined the Board of Directors in 2024. Kevin has spent his career in the Silicon Valley tech industry. His experience ranges from being part of a venture-backed startup's founding team to the largest tech names in the industry. Kevin is currently a Sr. Director at Arm, focusing on Artificial Intelligence and other strategic partnerships. Kevin grew up in the Bay Area and graduated from Santa Clara University. He is also active in the open-source community, most recently serving on the board of the Cloud Native Computing Foundation (CNCF).
Supervisory Committee
Tina is a new volunteer joining the Supervisory Committee in 2024. Tina is a seasoned corporate finance and treasury executive, having worked as corporate treasurer and in finance leadership positions at tech companies, including Service Now, VMware, Symantec and Veritas Software. In the financial services industry, Tina headed West Coast Sales for DWS, delivering liquidity and sustainable investment solutions for corporate treasury clients. She is currently pursuing her passion for impact.
Greg is a former Board Chairman and Secretary/Treasurer who has served KeyPoint for over 24 years. He held positions on the Supervisory Committee for seven years and Board positions for thirteen years. Greg, the principal of Refined Technologies, Inc. in San Jose, holds a Bachelor of Science in Engineering Management from York College of Pennsylvania.
Executive Team
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.
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.
David Luu has more than 20 years of credit administration and banking operations experience. As Chief Operating 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.
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.
Annie Song has more than 20 years of experience in accounting and finance from working at several Credit Unions. As Chief Financial Officer, she manages all aspects of budgeting and planning, cash management and financial reporting.
Prior to working at KeyPoint, Annie was CFO at Santa Cruz Community Credit Union. She is passionate about the community and has served as a board member and volunteer for various organizations focusing on transitional housing.
Annie earned a BS in Business Administration from California State University, Dominguez Hills and an MBA from Pepperdine University.
Prior to working at KeyPoint, Annie was CFO at Santa Cruz Community Credit Union. She is passionate about the community and has served as a board member and volunteer for various organizations focusing on transitional housing.
Annie earned a BS in Business Administration from California State University, Dominguez Hills and an MBA from Pepperdine University.
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.
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.
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.
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.