Leadership Team

 

Meet our leadership team.

Our leadership team guides Elevations to be a top credit union in the state of Colorado, a leader in the communities we serve, and one of the Best Companies to Work For in Colorado. Our leaders live and work here in Colorado, and are passionate about serving our membership and our community. Meet our team here, and visit our blog to watch our President & CEO’s video blog, plus read member stories and lending tips from our leadership team.


Our Core Purpose
Together we create solutions for a better life.
Our Core Values
Integrity, respect, passion, creativity and excellence.

Gerry Agnes - President & Chief Executive Officer


Gerry Agnes.jpg



Gerry joined Elevations as its CEO in 2008. He directs the credit union’s strategic objectives, which focus on employee engagement, a loyal membership and superior financial performance. In the midst of the financial crisis of 2008, he led the charge to pursue the Malcolm Baldrige National Quality Award, a highly competitive U.S. Presidential award that recognizes organizations for performance excellence. The Baldrige effort rallied the Elevations team to outperform both in-market competitors and credit unions nationwide, and in 2014, Elevations was named a Baldrige Award recipient by U.S. Secretary of Commerce Penny Pritzker. Gerry was named the 2015 CUES Outstanding Chief Executive, Mountain West Credit Union Association’s 2016 Credit Union Professional of the Year, and Boulder Chamber’s 2016 Business Person of the Year in large part due to his work around Elevations’ Baldrige recognition.

Gerry is a CPA with 33 years of professional experience and held positions as president, COO and CFO at various community financial institutions in California. He holds a bachelor’s degree in business administration and accounting from California State Polytechnic University, Pomona. Currently, Gerry is chair of the Boulder County Business Hall of Fame and a board member and past chair of the Boulder Chamber. He is also a board member of Elevations Foundation. Governor Hickenlooper appointed Gerry to Colorado’s Financial Services Board in August 2015, on which he continues to serve.

Brian Holst - General Counsel


Brian Holst

As general counsel for Elevations Credit Union and its Board of Directors, Brian leads the credit union’s strategic and tactical legal initiatives that create value for its members.

Brian is a uniquely experienced legal and credit union industry veteran. Prior to joining Elevations in 2017, Brian was a partner at Holst, Boettcher & Tehrani LLP, and was engaged in the private practice of law in Colorado for more than 30 years. Brian’s legal practice has focused on credit union representation, which has allowed him to develop expertise in the credit union industry, advising and representing many credit unions from around the country in matters pertaining to areas such as policy, governance, mergers, regulation, contractual matters, real estate matters, loan enforcement, litigation and arbitration. Brian holds a law degree from Washburn Law School and a bachelor’s degree in accounting from Colorado State University.



Michael Calcote - Chief Financial Officer


Michael Calcote

As chief financial officer, Michael is responsible for ensuring Elevations’ long-term financial sustainability. He oversees accounting and finance, strategy and performance, enterprise risk management, operations and corporate real estate.

Prior to joining Elevations in 2010, Michael served as chief financial officer and treasurer for Guaranty Bank, a large, publicly held financial institution headquartered in Austin, Texas. Michael also served for five years as a regulatory examiner and capital markets specialist for the U.S. Office of Thrift Supervision. He holds a bachelor’s degree in finance and accounting from Stephen F. Austin State University in Texas and is a Chartered Financial Analyst.

 

 

Pete DuPré - Chief Information Officer


Pete Dupre

As chief information officer, Pete is responsible for developing and driving the implementation of Elevations’ technology strategy and leading our IT operations, business applications, and digital channels teams.

Pete is a seasoned IT executive with in-depth technology, strategic delivery, and operational experience. Prior to joining Elevations in 2017, he served as CIO, Latin America Region, for First Data Corporation, CIO of JetPay Corporation and held IT leadership roles at Amazon Web Services, Vantiv and Micro Focus. Pete holds a bachelor’s degree in electrical and computer engineering from State University of New York in Buffalo, NY. He also serves on the board for the Healing Warrior Program, helping advance the individual wellbeing of veterans.




Susan Green - Chief Marketing Officer


Susan Green

Susan directs the credit union’s marketing and communications strategy and execution. This includes market and member research, product management, public relations, and campaigns designed to build brand awareness and demand for Elevations’ products. During her tenure, Elevations has won numerous awards for marketing excellence and has been recognized for best practices in digital marketing, including social media.

Before joining Elevations in 2011, Susan held various marketing leadership positions, primarily in the IT industry. She received a bachelor’s degree in journalism from the University of Colorado Boulder, a master’s of business administration from Ohio University, and has completed executive education at Harvard Business School and the UCLA Anderson School of Management. Susan serves on the board for Growe Foundation and volunteers as an alpine instructor for Ignite Adaptive Sports.



Ray Lindley - Chief Operating Officer


Ray Lindley

As chief operating officer, Ray directs all aspects of the credit union’s consumer, mortgage and business lending programs plus wealth management and oversees its retail delivery channels—including all Elevations branches and the contact center. Ray has been instrumental in making Elevations the No. 1 credit union mortgage lender in Colorado and the No. 1 mortgage lender in Boulder and Broomfield counties.

Ray held leadership roles with Washington Mutual and Chase before joining Elevations in 2013. A graduate of Northwest Nazarene University, he holds a bachelor’s degree in accounting and a master’s of business administration in economics. In 2016, he graduated from the CUES Institute of Executive Leadership as a Certified Credit Union Executive. Ray serves on the executive committee of the CUNA lending council, a group that supports and develops the lending practices of credit unions across the country. He is also a board member of the Broomfield Chamber of Commerce.



Steven Schmidle - Chief Strategy & Performance Officer


Steve Schmidle

Steven directs Elevations’ strategic planning activities, as well as the credit union’s resulting financial performance. He is responsible for the continued financial stability and success of the organization with a focus on the finance, accounting, secondary markets, forecasting and treasury areas in addition to the enterprise project management and strategic planning functions of the credit union. Steven leads the Pricing and Asset/Liability committees and is a member of the Member Business Loan committee and executive team.

Before joining Elevations in 2004, Steven worked with Montana’s Park Side Federal Credit Union, First National Bank of Colorado and First Tennessee Capital Markets. He holds a master’s degree in accounting from the University of Colorado and a bachelor’s degree in finance from the University of Memphis. Steven volunteers as board treasurer for Rocky Mountain Performance Excellence and as an associate board member of the Western CUNA Management School Alumni Association.

 

Tammy Taylor - Chief People Officer


Tammy Taylor

As chief people officer, Tammy develops and executes the “people” strategy for Elevations Credit Union, including human resources solutions and talent management. She fosters the organization’s culture of engagement and tech-savvy workforce.

In 2018, Tammy joined Elevations with over 20 years of experience in leadership systems, workforce analytics, communications and employee engagement. She most recently served in HR leadership roles at Rose Medical Center and Xcel Energy, both in the Denver area. Tammy is certified as a Senior Professional in Human Resources (SPHR). She holds a bachelor’s degree in policy analysis from Cornell University, where she graduated from The College of Human Ecology, an institution that prides itself on exploring the complex relationships between human beings and their natural, social and built environments. 


 

Gary Kindle - SVP of Operations


Gary Kindle

Gary leads Elevations’ operations department. With his team, he manages the credit union’s functions and services, including payments, imaging, cards, mortgage servicing, vendor management, ATMs and record retention. Gary’s aim is to make sure processes run smoothly for both members and employees at all times.

Prior to joining Elevations in 2011, Gary held various leadership roles with First National of Nebraska. He is a graduate of Northern State University and the BAI Graduate School of Bank Financial Management at Vanderbilt University. Gary also served 20 years in the U.S. Army before retiring as a platoon sergeant and ammunition instructor.





Danielle Quatrochi — SVP Digital Experience


Daniell Quatrochi

Danielle is responsible for providing strategic leadership for Elevations’ digital team and driving the digital transformation of the credit union, including design, development, operations and support. Danielle’s goal is to create digital experiences that exceed member expectations and yield business results.

Prior to joining Elevations in 2018, Danielle held marketing and digital leadership positions at Finish Line, MapMyFitness, Room 214 and Nike. A graduate of the University of Washington, she holds a bachelor’s degree in communication and sociology.






Pete Reicks - SVP of Analytics & Innovation


Pete Reicks

Pete is responsible for advancing Elevations’ business intelligence capability, championing a culture of innovation, and directing deployment of the Baldrige Performance Excellence Program in pursuit of the credit union’s BHAG: “Audacious Excellence! P.S. We will win the Baldrige again.”

Prior to joining Elevations in 2008, Pete held a variety of roles at the Federal Reserve Bank of Kansas City. He holds a bachelor’s degree in economics and finance from Colorado State University–Pueblo and a master’s of business administration from Benedictine College. Pete is also a member of the Board of Examiners for the Malcolm Baldrige National Quality Award.



 

Bryan Watkins - Northern Colorado Market President


Bryan Watkins

Bryan leads Elevations’ Northern Colorado market development activities, with an emphasis on creating strategic partnerships that generate both new business opportunities and goodwill in the community. He drives top-line revenue performance by working closely with the Elevations retail banking, mortgage and commercial lending, and small business banking teams to grow market share.

Before joining Elevations in 2017, Bryan held roles at First National Bank, including business banking positions in Fort Collins for the last seven years. He is a graduate of the University of Nebraska-Omaha and the Graduate School of Banking at the University of Colorado. Bryan serves on the board of directors for the North Fort Collins Business Association and the Foothills Rotary Club, and he sits on the advisory board for the Larimer County SDBC.




Wondering what it would be like to work with our outstanding leadership team? Visit our careers page to learn more.

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