Leadership

To contact one of our Alliant executives for any media inquiries:  
Alliant Credit Union Leadership - David Mooney
David Mooney
Chief Executive Officer

Dave drives the big picture strategy at Alliant, and he works with Alliant's senior executives and board of directors to define organizational strategies and priorities, set objectives, and develop financial and operating plans. He considers it his job to communicate Alliant's vision and direction and make sure it achieves its objectives through organizational and employee development and effective management practices. After earning a B.A. in economics from Boston College, he began a 25-year managerial career at Chemical Bank, which subsequently became Chase Manhattan Bank and J.P. Morgan Chase. Attracted to Alliant's member-focused mission, record of success, and growth opportunities, he became its CEO in 2003 and helped lead it through significant, positive change. Dave serves on the board of directors of Credit Union 24, the National Credit Union Foundation, the Illinois Credit Union Foundation, Operation HOPE, and NADAP (a workforce development agency).


"It may sound like a cliche, but our member focus is very important to me," Dave says. "We serve a higher purpose... to make money for our member/owners, not from them. The interests of the credit union and our members are one and the same. It’s also gratifying to work in a company with high integrity and with people I enjoy, people who are highly engaged, collaborative, and work with the shared purpose of serving the member."

Alliant Credit Union Leadership - Timothy Wartman
Timothy Wartman
Senior Vice President, Executive Officer, Investments & Asset Liability Management

Timothy is responsible for Alliant's asset and liability management, including management of its investment portfolio. He focuses on optimizing member returns while ensuring the fiscal integrity and viability of Alliant. After graduating from the University of Wisconsin Eau-Claire with a major in management, he began his career with Merrill Lynch Capital Markets in institutional sales. During this time, he also earned an M.B.A. from DePaul University. After five years at Merrill Lynch Capital Markets, he moved on to manage investments at Alliant for 12 years. He then worked for United Airlines, managing its investments and foreign exchange, and next worked at Mid-States Federal Corporate Credit Union before returning to Alliant in 2003.

"At the credit union, I enjoy helping our members/owners earn and save money," Tim says. "And I know it's kind of corny, but I like to say working at Alliant is another day in paradise."

Alliant Credit Union Leadership - Lee Schafer
Lee Schafer
Senior Vice President of Corporate Affairs and Chief Administrative Officer

Lee provides guidance and strategic focus for Alliant's initiatives and operations in terms of legal issues, compliance, regulatory management, internal audit, and human capital. He earned a B.A. in history from Willamette University and a law degree from Cornell University. He began his career with the large Chicago law firm Seyfarth Shaw, handling labor management and employee litigation. He then worked as an in-house corporate lawyer with AT&T and a lawyer and human resources leader at Baxter Healthcare. Joining Alliant in 2003, he's found that his litigation background has been invaluable in helping the credit union manage risk issues.

"I especially enjoy the human capital role of my job," Lee says. "It's satisfying to develop and inspire a work culture where employees are engaged and provide credit union members with stellar service."

Alliant Credit Union Leadership - Harry Zhu
Harry Zhu
Chief Financial Officer & Senior Vice President of Finance

Harry leads the finance function at Alliant, which includes financial planning and analysis, accounting, accounts payable, credit risk management, enterprise risk management, and asset/liability management. He is also involved in board-level governance and many cross-functional initiatives, such as project and portfolio management. He has three degrees from the University of Michigan, including a B.S.E, an M.S.E., and an M.B.A, which he earned while working at Ford Motor Company. At Ford, he was part of a rotational leadership development program. One of those rotations enabled him to work on the design and launch of the Lincoln LS and Jaguar S-type. After Ford, he joined Deloitte Consulting as a management consultant in Chicago. He then started his finance career at Sears and later transitioned to W.W. Grainger. He joined the Alliant management team in 2010.

"People call me an analytical and strategic thinker who loves numbers and processes," Harry says. "At the same time, I'm serious about promoting member and employee engagement at Alliant, and I'm gratified to see the metrics from our engagement surveys indicating that we're heading in the right direction."

Alliant Credit Union Leadership - George Rudolph
George Rudolph
Senior Vice President of Operations and Technology

George's job is to provide the technology and processes necessary to continue making Alliant a great place for members to save, borrow, and enjoy great member service. After graduating from LaSalle University with a B.S. in marketing and management, George started out as a Customer Service Representative with United Airlines at Philadelphia International Airport. While there, he earned his M.B.A. at LaSalle University. He became Operations Manager of United's Washington, D.C. Regional Reservations Center and then worked in various management planning capacities at United's headquarters before coming to Alliant in 2005.

"I joined Alliant as a member in 1989 when it was called the United Airlines Employees Credit Union and served only United Airlines employees and their families." George says. "A coworker told me, "you have to join the credit union - it's a great place to save your money and earn a lot." I still remember the great member experience I had when I called to change my payroll deduction. Back then, the credit union didn't have checking accounts, ATMs, Health Savings Accounts, or credit cards. A lot has changed since then, but some things haven't - it's still a great place to save your money and we still provide great experiences for our members."

Alliant Credit Union Leadership - Jason Osterhage
Jason Osterhage
Senior Vice President of Lending

Jason leads Alliant's credit businesses, including consumer, residential, and commercial lending. He also oversees Alliant's loan trading group and directs overall credit product strategy. He graduated summa cum laude from Georgia State University with a degree in business administration. He also holds an M.S. in operations management and earned an M.B.A. from Emory University. Jason is an alumnus of Stanford University's Graduate School of Business and holds several other certificates and diplomas. Before coming to Alliant in 2012, he was chief lending executive at Delta Community Credit Union and worked at Delta Air Lines prior to that. In 2013, Credit Union Magazine included Jason in its inaugural cohort of credit union industry "Rock Stars."

"Even with Alliant's decades-long track record of success, we have so many opportunities to improve the value we provide to our members and the performance of the cooperative overall," Jason says. "I'm excited and energized by the unique challenge of pursuing those opportunities. It's a little bit like working at an 80-year-old startup. Alliant is a well-established enterprise in a regulated industry with tenured members who count on us to be a stable financial services provider. I take management's role as stewards of that heritage very seriously. At the same time, we're asking new, deep questions about how to better satisfy and engage our members and exploring new ways of solving problems they care about. Balancing Alliant's obligations with the imperative to grow and innovate is invigorating and meaningful work indeed."

Alliant Credit Union Leadership - Philip Salis
Philip Salis
Senior Vice President of Member Engagement

Phil leads the teams for Alliant's business development, branch system, member call center, digital channels (mobile and online), deposit products, member experience, and marketing. After graduating from Hampshire College and earning an M.B.A. at Columbia University, he began his career at Chemical Bank, which evolved into J.P. Morgan Chase. He also held top management positions at American Express, Marsh & McLennan, and MetLife. 

"Alliant is a great place to work because our mission is to maximize return to our member/owners in the form of lower fees, higher rates on deposits, and lower rates on loans," Phil says. "It is quite a paradigm shift from working at a Fortune 100 company where the focus is to maximize shareholder value at the expense of the customer."