Meet TruMark Financial’s Leadership Team

As TruMark Financial’s CEO, Kelly Botti focuses on deepening her connection with credit union members and strengthening her understanding of both their needs and the needs of the communities the credit union serves. She is committed to ensuring TruMark Financial remains a community rooted in care, belonging, and trust; a place where the credit union values of integrity, service, and soundness are demonstrated every day. Prior to becoming CEO, Kelly brought over a decade of experience in banking and senior leadership to her new position. She previously served as TruMark Financial’s Senior Vice President, Chief Risk Officer and corporate counsel. In this position, she focused on facilitating the credit union’s strategic planning process and plan execution and additionally maintained responsibility for the implementation of TruMark Financial’s enterprise risk management (ERM) program and the fraud, legal, collections, and compliance areas of the credit union.

Kelly’s extensive educational background includes a Bachelor of Arts in Political Science and a minor in Communications from Loyola University of Maryland, a Juris Doctorate from the Villanova University School of Law, and a Master of Business Administration (MBA) from Saint Joseph’s University. She sits on the National Association of State Credit Unions Legislative and Regulatory Affairs Committee, as well as the organization’s Inter-State Credit Union Task Force.

Kelly is on the Board of American Red Cross Delaware Valley Chapter and recently joined the Global Women’s Leadership Network – PA Sister Society.

As TruMark Financial’s CEO, Kelly is committed to having the credit union make an even bigger impact in the community. Kelly does most of her philanthropic work through the TruMark Financial Cares Foundation. She believes in their mission of making an impactful difference in our communities by providing support to increase financial empowerment initiatives, fostering community development, and engaging in programs and partnerships designed to improve the quality of life and build a stronger future for families in underserved or low-income communities. She most recently worked with Philabundance, St. Christopher’s Hospital for Children, and Caring for Friends, amongst other truly worthy organizations.

As the Executive Vice President, Chief Financial Officer, Vince Market oversees the following departments: accounting/financial management, facilities, retail services, lending, and IT. He has been in the financial institution industry and has worked at TruMark Financial in numerous positions for over 30 years.

Market serves on the CrossState Credit Union Association’s Government Affairs Committee and serves as the President of the Montgomery Chapter of Credit Unions. In addition to his work in the financial industry, Market has been an adjunct professor of finance in La Salle University’s (Philadelphia) MBA program for over 10 years. He has a Bachelor’s Degree in Finance and Risk Management and an MBA Degree in Finance from La Salle University.

Daniel Brewin, Executive Vice President and Chief Operating Officer brings 20 years of banking experience to TruMark Financial. His extensive background includes leadership roles in branch banking, deposit operations, mergers and acquisitions, and enterprise innovation. As the Chief Operating Officer, Daniel oversees an array of operations teams to drive innovation and efficiency across all channels, ensuring the credit union delivers member service excellence.

Executive Vice President and Chief Banking Officer, Dana Brown, is a dynamic leader with over 35 years of experience in Retail Banking. She plays pivotal role in shaping the credit union’s retail strategies, ensuring that TruMark Financial’s services seamlessly align with the needs of the communities we serve. Dana’s commitment extends beyond standard banking practices, focusing on fostering stronger connections with our valued members, and exceeding their financial needs.

Dana graduated from Temple University with a Bachelor of Science degree in criminal justice. She serves on the board of Settlement Music School and Clarifi, as well as the AIDS Fund where she is the Treasurer.  Dana is also on the Finance Committee for St. James School.

Executive Vice President, Chief Risk Officer, Marianne Drumm oversees the internal audit, legal, and compliance areas of the credit union. Marianne is a seasoned executive with decades of banking experience and expertise in risk management. As Chief Risk Officer, Marianne oversees the credit union’s Enterprise Risk Management program to support the strategic initiatives of the organization, ensuring the credit union is managing decisions in accordance with their values of integrity, service, and soundness.

Marianne is a graduate of Villanova University, where she received her Bachelor of Science in accounting. Marianne is also an active member of Financial Managers Society.

O’Halloran graduated from Rutgers University with a Bachelor of Arts degree, majoring in psychology with a minor in economics.

In his role as Executive Vice President, Chief Information Officer, he oversees all technology systems, operations, and projects for the credit union including cybersecurity, business intelligence, e-commerce, and network services.

Steven Olson, Executive Vice President and Chief Lending Officer, has 30 years of financial industry experience. As the Chief Lending Officer, Olson oversees all lending-related activities at TruMark Financial, including commercial, residential, and consumer lending as well as the loan servicing department.

A graduate of Millersville University with a degree in Business Administration, Olson is also a graduate of the American Bankers Association’s Stonier Graduate School of Banking. Olson has been active in the Housing Partnership of Chester County, a non-profit organization promoting affordable housing opportunities, support, and education in Chester County. Past affiliations include acting as the Chair of the Pennsylvania Home Lending Collaborative as well as the Chair of the Loan and Marketing Committee of Neighborhood Housing Services of Greater Berks, Inc.

Karen Sweeney, Executive Vice President and Chief People Officer, oversees learning and development, employee experience, talent management, and HR services for the credit union.

A seasoned executive with 40 years’ experience in senior level banking positions, Sweeney brings in-depth knowledge of organizational development and learning, strategic planning, and change management. Her educational background includes a Bachelor of Science in Finance degree from Rider University, a Master of Social Work degree from Rutgers University, a Master of Science degree in Organization Development and Leadership from St. Joseph’s University, and a Juris Doctor degree from Rutgers University School of Law. Sweeney holds designations as a Certified Coach, Certified DISC and Motivators Practitioner, Predictive Index (PI) Analyst, and Energy Leadership Index Master Practitioner as well as senior level certifications in human resources from the Society for Human Resource Management (SHRM) and the HR Certification Institute (HRCI).