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MEET EFPN'S BOARD OF DIRECTORS
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Fred Cassisa,
Chairman
VP AML/Compliance - First Republic Bank
Mr. Casissa is the Vice President and Compliance/Anti Money Laundering
Officer for First Republic Bank and
has over 25 years of experience in the financial services industry. He has served on a
number of non profit boards that support community activity. Additionally,
Mr. Casissa has been a participant
in EFPN since its inception in 2000 when First Republic bank joined
EFPN as a founding partner and
began serving on the Board of Directors. |
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Susan Montoya, Vice-Chair
Vice President and Corporate CRA Officer of First Bank
Susan Montoya has worked for First Bank since March 1992 and
serves as its Vice President and
Corporate CRA Officer. As Corporate
CRA Officer for a $9.5 billion, multi-state
institution, Ms. Montoya has an extensive
background in the Community Reinvestment
Act and is responsible for all components
of CRA – Lending,
Services and Investments.
Besides
working with regulations, Ms. Montoya
is actively involved in various financial literacy programs – teaching
students financial management through
the Banking on Our Future program;
conducting seminars to seniors on
financial elder abuse; and serving a second term on the
National Advisory Board for Get Checking,
a national financial initiative designed
specifically to help consumers establish a primary
banking relationship and gain access
to mainstream financial services.
Ms. Montoya is frequently invited to speak at national conferences
associated with the unbanked, underbanked
and overlooked market segment. |
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Gary Dunn, Secretary
VP/CRA Officer - Capital Source
Bank
Mr. Dunn is the Vice President and Community Reinvestment Officer
for Capital Source Bank, He has over 30 years of experience in
the financial services industry. Gary also serves on the Board
of Directors of the Orange County Neighborhood Housing Services,
Affordable Housing Clearinghouse, SoCal Reinvestment CDFI, Bankers
Small Business CDC of San Diego and Mary Erickson Community Housing.
A founding partner of Elder Financial Protection Network (EFPN),
Gary has been instrumental in supporting the development of EFPN's
award-winning professional training and community outreach programs.
Under his leadership, Gary has ensured that his institution have
provided core sponsor for the production of EFPN's five highly-acclaimed "Call
to Action" conferences events in San Francisco and Los Angeles.
Article about
Gary Dunn titled 'A New
Champion In th e Fight Against
Elder Financial Abuse'
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Terry Aman, Treasurer
Reverse Mortgage Specialist - Bank of Marin
Terry Aman has over 35 years of experience in the financial services
industry and has held the post of Reverese
Mortgage Officer for Bank of Marin
since July, 2001. She joined the EFPN
Board of Directors in 2005 and also served as Co-Chairman
of Novato Community Hospital Gala and
is a Hospice volunteer. Previously
she was on the fund development commitee for Novato Community Hospital |
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Jenefer Duane, Founder & CEO
Ms. Duane has worked in the field of elder advocacy for over 20
years. She founded EFPN in
August, 2000. In 2003, Ms. Duane produced EFPNs Be
Wise video training program which has received three international
awards. Ms. Duane provides training and presentations for financial
institutions employees, law enforcement and bank regulatory agencies,
adult social service providers, elder advocacy and consumer groups.
She is a frequent keynote speaker and presenter at conferences,
symposiums and workshops throughout the State of California and
beyond. California Attorney General Bill Lockyer presented Ms.
Duane with the 2003 Distinguished Service Award for Elder Abuse
Prevention. She also served on the Advisory Council for the Attorney
Generals Statewide Public Awareness Campaign on elder abuse.
Ms. Duane was recently nominated for the Beacon Award by the California
Credit Union League for her outstanding achievement in the area
of financial literacy.
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Juli Anne Callis, Director
Executive Vice President and Chief Operating Officer -
KeyPoint Credit Union
President - CUSO, KeyPoint Financial Services
Juli Anne Callis currently serves as the Executive Vice President and Chief Operating Officer of the KeyPoint Credit Union, and as the President of that organization's CUSO, KeyPoint Financial Services. Juli Anne is a 2002 recipient of the prestigious Tribute to Women and Industry Award honoring the top fifty women executives in Silicon Valley. She currently serves on the Executive Committee (prior past chair) of the Open Solutions Inc (OSI) Client Association supporting the development of innovative technology solutions for over 600 financial institutions in the US and Canada. She also serves as Treasurer on the Board of Directors of Ministry Partner’s Investment Corporation (MPIC) in Brea, California.
Immediately upon graduation as the Outstanding Woman in the College of Allied Health and Social Professions at East Carolina University, Juli Anne was appointed to the position of Director of Services for the Elderly for Greene and Lenoir Counties in NC In this position she worked with local, state and federal organizations to bring meals on wheels, congregate centers for the elderly and home health care to thousands of elderly. During the course of that service she was selected as an Outstanding Woman of America and was selected to attend a special forum of woman in government service hosted by than Gov. Hunt and the First Lady Lillian Carter.
She enjoys being the wife of Rev. Charles Callis, Senior Pastor, Alum Rock Baptist Church in San Jose, California. She currently serves on the Finance Committee of the International Mission Board (IMB) and is one of three representatives from the state of California to serve as a Trustee on the IMB.
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Ronald N. Ellis, Director
First Vice President, Site
Manager
Risk Operations
Washington Mutual
Mr. Ellis has over 30 years of experience in the financial services
field and joined the Board of EFPN in April 2006. He has served
on numerous non-profit boards and looks forward to expanding the
reach of EFPN through public awareness and network expansion.
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Phillip E. Holmes , Director
Western Payments Alliance (WesPay)
Phil began a career at Bank of America that spanned more than
twenty five years in paper and electronic banking payments processes. His
responsibilities at the Bank included electronic cash management
sales support for California middle markets and Chicago and Houston
corporate cash management clients. That assignment also
assumed product development responsibilities for ACH based electronic
cash management products and services. Prior, Phil served as Systems
Manager for the Bank's 62,000 employee payroll/personnel computer
systems professional staff. Earlier, the bank developed
the first MICR computer-based check processing system, at the
San Jose ERMA center, where he was the Operations Manager responsible
for supporting more than sixty BofA branches’ item processing
needs in the early 1960s.
Phil retired, after a second career at Western Payments Alliance
(WesPay), July 1, 2005, completing more than 18 years with
the Association. During his WesPay tenure, he served
as Senior Vice President, Manager, Member Services & Education. In
that capacity, he was responsible for the day-to-day management
and oversight of WesPay’s operational areas, including
development of its educational product offerings and related
curricula, as well as services for delivery to members via
the customer service “help desk”, other communications
media, and WesPay’s member calling program. Phil
represented WesPay’s member interests at the national
level as a participant in the ACH Regional Payments Association’s
Leadership Forum Group.
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Dave Tyner, Director
Senior Vice President
Bank of America, Global Treasury Operations Division
Dave Tyner is a Senior Vice President with Bank of America
for the Global Treasury Operations division, based in Concord,
California. He was appointed to the board in March 2007.
Mr. Tyner has 27 years experience in banking operations and
currently is responsible for risk, compliance and regulatory regulations
in the U.S., Mexico and Canada. He has also worked for the
Canadian Imperial Bank of Commerce as head of their US Operations.
He also serves as chairperson for the Bank of America's Diversity
Inclusion Business Council, is actively involved in Women Unlimited,
Inc. mentoring program in northern California and internal
leadership development efforts at Bank of America. He is a member
of the Fairfield Chamber of Commerce’s Education Committee
and supports the Mission Solano Nomadic Sheltering Program. He
has sat on numerous committees and commissions supporting non-profit
organizations throughout California. He is also involved
in civic organizations. A native of southern California, Mr. Tyner
now resides in Fairfield, CA with wife Kathy of 27 years
and has two college age children.
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