Meet Trumark Credit Union's Leadership Team

At Trumark, our leadership is guided by a shared commitment to the people and communities we serve. Our Executive Leadership Team, Board of Directors, and Supervisory Committee bring diverse expertise and a passion for doing what’s right for our members. Together, they provide strategic direction, thoughtful governance, and strong financial oversight—ensuring Trumark remains a trusted partner in every stage of our members’ financial journeys. Grounded in our philosophy of people helping people, this dedicated team works to deliver clarity, confidence, and long-term value for those we serve.

Kelly Botti

President & Chief Executive Officer, Trumark Credit Union®

Kelly Botti is an accomplished executive with more than a decade of leadership at Trumark Credit Union. As President and CEO, she sets the strategic direction for the organization, driving sustainable growth and operational excellence while ensuring Trumark remains focused on its core mission: empowering members to achieve financial well-being.

Under Kelly’s leadership, Trumark has expanded its business banking services, invested in advanced technology, and introduced innovative products that anticipate the evolving needs of its members. Her disciplined approach to strategy and risk management has positioned the credit union for long-term success in a competitive marketplace.

Kelly is recognized within the financial services industry for her integrity, pragmatic leadership, and commitment to collaboration. She was appointed to the Federal Reserve Bank of Philadelphia Community Depository Institution Advisory Council in 2025, where she helps shape the future of the financial services industry. She also serves on numerous national and regional boards and committees, providing strategic insight and making a meaningful impact on the communities Trumark serves.

Her background includes expertise in banking, risk management, and legal affairs, supported by a Juris Doctorate from Villanova University School of Law, an MBA from Saint Joseph’s University, and a BA from Loyola University of Maryland.

Kelly’s leadership is marked by humility and a clear vision for the future of Trumark. She credits the organization’s achievements to the dedication of her team and remains committed to serving members and strengthening the communities the credit union supports.





Dana Brown

Executive Vice President and Chief Retail Officer, Trumark Credit Union®

Dana Brown is Executive Vice President and Chief Retail Officer at Trumark Credit Union, where she leads the organization’s retail strategy, overseeing all frontline branch and call center staff, branch operations, and wealth advisory services. In this role, she is responsible for ensuring Trumark’s retail delivery model reflects its mission of helping members realize their full financial potential through trusted relationships and personalized service.

Dana’s leadership is rooted in deep frontline experience and a strong belief that meaningful member relationships are built, not sold. Having begun her career in branch operations and spent years working directly in the branches, she brings a practical, people‑first perspective to retail strategy. She puts great emphasis on understanding member needs, coaching team members, and creating environments where teams are equipped to deliver exceptional service with confidence and care.

Through this approach, Dana has strengthened Trumark’s member‑first retail culture, shifting the focus from transactions to long‑term relationships. By aligning performance, service excellence, and community connection, she helps ensure retail banking experiences are consistent, personal, and deeply responsive to the communities Trumark serves. Her leadership reinforces the critical role the front-line teams play in building trust and advancing financial well‑being every day.

Dana brings more than 40 years of experience in retail banking and holds a Bachelor of Science degree in Criminal Justice from Temple University. She is actively engaged in the community, serving on the board of Clarifi, a nonprofit dedicated to financial empowerment, on the finance committee for St. James School, and as President of the Central Board of Settlement Music School. Her leadership is grounded in long‑standing relationships and a deep understanding of how trust is built on the front lines, every day.

Daniel Brewin

Executive Vice President and Chief Operating Officer, Trumark Credit Union®

Daniel Brewin is Executive Vice President and Chief Operating Officer at Trumark Credit Union, where he oversees core operational functions that enable scale, consistency, and innovation across the organization. His responsibilities span digital banking, deposit operations, fraud prevention, loan servicing, enterprise innovation, data and business intelligence, and the project management office, bringing together people, processes, and insight to support Trumark’s growth.

Dan’s leadership is grounded in using data and disciplined execution to turn strategy into action. He is known for creating clarity across complex operational environments, leveraging insight and performance metrics to drive smarter decision‑making, improve outcomes, and keep teams aligned around shared priorities. His approach blends operational rigor with a forward‑looking mindset, ensuring innovation is practical, measurable, and member‑focused.

Through this lens, Dan has strengthened Trumark’s ability to deliver reliable, seamless experiences across channels while continuously improving how the organization operates. By connecting data, technology, and execution, he helps ensure operational excellence is not just an internal objective, but a tangible benefit members experience in every interaction.

Dan brings 20 years of experience across a wide range of financial services disciplines and is a frequent voice on topics inc

Karen Sweeney

Executive Vice President and Chief People Officer, Trumark Credit Union®

Karen Sweeney is Executive Vice President and Chief People Officer at Trumark Credit Union, where she leads the organization’s people strategy, including talent management, employee experience, learning and development, and human resources operations. In this role, she ensures Trumark’s workforce is value-driven, engaged, and capable of delivering on the organization’s mission of helping members realize their full financial potential.

Karen brings a deeply human‑centered leadership approach shaped by a uniquely diverse career spanning banking, social work, law, and organizational development. She is known for creating environments where people feel valued, included, and empowered to do meaningful work. Her leadership emphasizes clarity, trust, and shared accountability, enabling teams to perform at a high level while staying grounded in purpose.

Through this lens, Karen has led initiatives that strengthen engagement, build leadership capability, and foster a culture where employees can grow and thrive. By connecting people strategy to business outcomes, she helps ensure Trumark’s culture directly supports stronger member experiences, deeper community impact, and long‑term organizational success.

Karen holds a Bachelor of Science in Finance from Rider University, a Master of Social Work from Rutgers University, a Master of Science in Organization Development and Leadership from Saint Joseph’s University, and a Juris Doctor from Rutgers University School of Law. She is a senior-level SHRM certified HR practitioner, a Certified Coach, and certified in Group Development and the Neuroscience of Leadership. Her leadership is rooted in the belief that when people are supported and empowered, organizations—and the members they serve—are positioned to thrive.

Marianne Drumm

Executive Vice President and Chief Risk Officer, Trumark Credit Union®

Marianne Drumm is Executive Vice President and Chief Risk Officer at Trumark Credit Union, where she oversees enterprise risk management, internal audit, legal, and compliance functions. In this role, she is responsible for ensuring the organization operates with integrity, soundness, and a strong commitment to protecting member trust while supporting Trumark’s long‑term strategy.

Marianne brings a thoughtful, balanced leadership approach that positions risk management as a strategic partner to the business. She is known for her ability to evaluate decisions through financial, regulatory, and member lenses, helping leaders move forward with clarity and confidence while maintaining appropriate safeguards. Her leadership emphasizes transparency, collaboration, and sound judgment, creating an environment where risk is understood, managed, and aligned with purpose.

Through this approach, Marianne has strengthened Trumark’s operational resilience and governance, enabling sustainable growth in an increasingly complex regulatory environment. By aligning risk strategy with organizational priorities, she helps ensure Trumark can innovate and evolve while preserving the trust members place in the credit union every day.

Marianne began her career in internal audit and advanced into senior risk leadership roles within commercial banking before joining Trumark. She holds a Bachelor of Science degree in Accounting from Villanova University and is an active member of the Financial Managers Society. Her leadership reflects a deep commitment to integrity, sound governance, and preserving the trust members place in Trumark every day.

Patrick O’Halloran

Executive Vice President and Chief Information Officer, Trumark Credit Union®

Patrick O’Halloran is Executive Vice President and Chief Information Officer at Trumark Credit Union, where he leads the organization’s technology strategy, including infrastructure, cybersecurity, core banking platforms, and network operations. In this role, he ensures Trumark’s technology foundation is secure, resilient, and designed to support reliable, accessible experiences for members as the organization continues to grow.

Patrick’s leadership is shaped by a rare combination of deep technical expertise and frontline perspective. Having started his career as a teller, he brings a practical, human‑centered approach to technology, focused on how systems perform in real moments for employees and members alike. He is known for aligning technology decisions with business priorities, ensuring innovation strengthens trust, usability, and operational confidence.

Under Patrick’s leadership, Trumark has strengthened its digital and cybersecurity capabilities while improving system reliability and continuity. His focus on security, resilience, and thoughtful innovation enables the organization to protect member information, adapt to evolving digital expectations, and deliver seamless experiences across channels. Through strong cross‑functional partnership, he ensures technology is integrated into every aspect of Trumark’s strategy and service delivery.

Patrick holds a degree from Rutgers University and is a member of the Society for Information Management. He also serves on the board of a technology company and supports March of Dimes through his involvement in fundraising initiatives.

Steven Olson

Executive Vice President and Chief Lending Officer, Trumark Credit Union®

Steven Olson is Executive Vice President and Chief Lending Officer at Trumark Credit Union, where he leads all consumer, residential, and commercial lending functions. He is responsible for shaping lending strategies that support sustainable growth while expanding access to responsible, member‑focused solutions that help individuals and businesses move forward with confidence.

Steve’s leadership is defined by principled judgment and a strong commitment to doing what’s right for members. He brings a balanced, pragmatic approach to lending, grounded in both financial performance and real‑world member needs. He ensures lending decisions support important life milestones today while laying the foundation to help members realize their full financial potential in the future.

Through a thoughtful, collaborative leadership approach, Steve creates clarity and alignment across teams so lending strategies translate into meaningful outcomes. His focus on access, education, and long‑term relationships has strengthened Trumark’s member‑focused lending culture and reinforced its role as a trusted financial partner across the communities it serves.

Steve holds a degree in Business Administration from Millersville University and is a graduate of the American Bankers Association’s Stonier Graduate School of Banking. He is actively engaged in the community, serving as President of the Board of the Housing Partnership of Chester County and previously serving in leadership roles with the Pennsylvania Home Lending Collaborative and Neighborhood Services of Greater Berks.

Vince Market

Executive Vice President and Chief Financial Officer, Trumark Credit Union®

Vince Market is Executive Vice President and Chief Financial Officer at Trumark Credit Union, where he oversees accounting and financial operations and plays a central role in guiding the organization’s long‑term financial strength. His leadership ensures Trumark’s financial strategies remain disciplined, resilient, and closely aligned with its mission to help members realize their full financial potential.

With nearly four decades of experience, Vince brings a steady, solutions‑oriented perspective shaped by leading through sustained periods of change and uncertainty. He is known for his calm, empathetic leadership and sound judgment, creating confidence across the organization while balancing fiscal responsibility with a deep commitment to member impact.

Vince’s leadership fosters stability and trust, empowering teams to make thoughtful decisions that support responsible growth and exceptional member experiences. His long tenure provides a unique perspective on Trumark’s evolution, and the critical role financial stewardship plays in strengthening both the organization and the communities it serves.

In addition to his role at Trumark, Vince serves as an adjunct faculty member in the MBA program at La Salle University and is actively engaged in professional and industry organizations. He holds a Bachelor’s degree in Finance and Risk Management and an MBA in Finance from La Salle University

  • R. Terence Brunt, Chair
  • Suzette E. Adams, Vice Chair
  • Kathleen L. Wells, Treasurer
  • Hugh T. Bray, Secretary
  • Joseph J. Bily, Director
  • James P. DeBow, Director
  • Daniel L. Dillard, Director
  • William Donehower, Director
  • Leonard V. Doughty III, Director
  • Wayne J. Goodwin, Director
  • David A. Rufibach, Director
  • Richard F. Stipa, Associate Director

The Supervisory Committee is elected by the members of the credit union. This committee is responsible for protecting members’ funds and interests while ensuring the effectiveness of the internal control structure within the credit union. The Committee also oversees the internal audit function and engages an independent accounting firm to conduct an annual examination of the credit union. If you have any questions, comments, or concerns about your account or the credit union’s operations, you should first email the credit union directly. However, in the unlikely event you are not satisfied with the response, you can appeal the matter to the Supervisory Committee which will conduct an additional review.

Members of the Supervisory Committee are:

  • Richard Lee, Chairperson
  • Donna M. Carvin, Vice Chairperson
  • Jaclyn Bowman, Secretary

Mail

Chairperson of the Supervisory Committee
Trumark Credit Union
P.O. Box 1447
Fort Washington, PA 19034

Phone: 215-953-5355 (voicemail)

Via email – complete the form below:

Trumark Credit Union Supervisory Committee Contact Form