SUNCORP SENIOR MANAGEMENT


Thomas R. Graham
President and Chief Executive Officer

Tom Graham is President and Chief Executive Officer of the largest corporate credit union in the Rocky Mountain region and seventh largest in the nation, with more than $2.3 billion in assets. An industry veteran of more than 26 years, he has extensive executive experience in credit union management.

Before joining SunCorp in 2005, Graham served as President and CEO of the $2.9 billion Kinecta Federal Credit Union in Manhattan Beach, California. Graham joined the credit union in 1990 as Senior Vice President, Administration and was named Chief Financial Officer and Senior Vice President of Finance Technology and Organizational Development in 1993. He was appointed Senior Vice President, Lending in 1995 and was named President and Chief Executive Officer in 1998.

Prior to joining the credit union, Graham served in various management positions at the Ohio Credit Union League and the Ohio League Corporate Credit Union for seven years, culminating in the position of Acting President and Chief Executive Officer. He also held financial positions at Gammatronix Inc. and was an Auditor in the small business department of Deloitte & Touche.

An active participant in industry affairs, Graham is a former board member of CUNA Mutual Group. He has also served on the Board of Directors of WesCorp, Financial Services Center Cooperative (FSCC), and was the treasurer and executive director of the Consumer’s Cooperative Society of Santa Monica. He was also the Vice Chairman of CU Mortgage Corporation, a for-profit, regional mortgage company for credit unions until its merger with CUNA Mutual. He has been active on councils and committees for the Credit Union National Association, the California Credit Union League, and the Association of Credit Union League Executives.

Graham holds a Bachelor’s Degree in business administration, with a concentration in accounting, from Otterbein College , and is a Certified Public Accountant registered in Ohio on non-practicing status. He has also attended the University of Pennsylvania , Wharton Executive Development Program, the Innovation Associates’ program on Leadership and Mastery, and the Cornell Executive Development Program on Strategic Thinking and Critical Decision Making.

   

Brandt Peterson
Executive Vice President and Chief Financial Officer

Brandt Peterson currently serves as the Executive Vice President and Chief Financial Officer of SunCorp and has responsibility for directing the finance, accounting, item processing, payment systems, information technology and member services functions.

He joined the SunCorp team through its merger with the Utah-based Rocky Mountain Corporate Credit Union in 2001. For nine years prior to the merger, Peterson served as Rocky Mountain Corporate’s Senior Vice President/Chief Financial Officer and was responsible for accounting, finance, member service, payment systems, and information systems.

Prior to that, from 1985 to 1991, he served in various operations and finance capacities at America First, a $3 billion credit union based in Ogden, Utah. Peterson currently serves on the U.S. Central Payment Steering Committee and has previously served on the U.S. Central Credit Union Product and Technology Council and Asset/Liability Product Council.

Peterson holds a Bachelor of Science degree in finance from Weber State University in Ogden.

Mark Schieffer
Executive Vice President and Chief Investment Officer

Mark Schieffer oversees SunCorp’s Capital Markets Group and is responsible for asset/liability management including investment management and loan/deposit pricing, brokerage, and investment sales activities of the corporate credit union.

He joined SunCorp in 2004 and directs the Capital Markets Group’s services to credit unions, which includes investment and brokerage services, liquidity services, securities safekeeping, loan services and participations, and financial consulting.

Schieffer has a strong background of investment and credit union experience. He is a recognized expert in the areas of investments, risk control, and asset/liability management.

Before joining SunCorp, he served as Director of Advisory Services for ALM First Financial Advisors in Dallas, Texas where he directed the balance sheet and investment portfolio advisory services for large credit unions. Prior to that, he was Investment Manager for Southwest Corporate Federal Credit Union, with responsibilities for investment and asset/liability management, including managing a fixed income investment portfolio that ranged from $3 to $9 billion and managing a derivatives portfolio of $750 million.

Other credit union experience includes a role as Securities Administrator at U.S. Central Credit Union. Schieffer also has a lot of experience speaking at national industry conferences and regulatory training courses.

Schieffer earned his MBA in finance from the Owens Graduate School of Management at Vanderbilt University in Nashville, Tennessee and his Bachelor’s degree in finance/economics from Rockhurst University in Kansas City, Missouri. He has also earned the Chartered Financial Analyst (CFA) designation. He serves on the board of directors of Credit Union Investment Solutions LLC, a broker dealer that is owned by corporate credit unions.