Jay Petty

Experience

• 

  San Diego County Credit Union

  Jun 1990 - Jun 1994

  Internal auditor
• 

  Point Loma Credit Union

  Jun 1994 - Aug 1998

  Manager - Point Loma Services Inc
• 

  Pentagon Federal Credit Union

  Jan 1998 - Jan 2002

  Subsidiary President/CEO - PFFS

  President/CEO of PFFS - a wholly owned financial services subsidiary of Pentagon Federal Credit Union

• 

  CUNA Mutual Group

  Oct 2002 - May 2008

  Business Development Executive

  Responsible for new program acquisition and key account management for CUNA Brokerage Services the broker/dealer for CUNA Mutual Group. Worked with credit unions to successfully implement programs and maximize the performance of their retail investment and insurance services for their members.

• 

  Members United Corporate FCU

  May 2008 - Dec 2008

  Senior Business Consultant - National Accounts

  National Accounts Representative for the California Market. Positon institutional investments , lending and balance sheet analytic products to credit unions.

• 

  CUNA Mutual Group

  Apr 2009 - Dec 2017

  Executive Benefit Specialist

  Consult with credit union Executives and Boards of Directors on strategies to reward, retain and plan for succession by using deferred compensation strategies, supplemental executive retirement programs (SERP's) and other long term incentives. Assist credit unions with alternative investment strategies to fund deferred compensation plans, employee benefit programs and charitable donations.

• 

  Sheeter Consulting

  Jan 2018 - now

  Executive Vice President

  Sheeter Consulting is a leading executive benefits firm that focuses exclusively in Supplemental Executive Retirement Plans for Credit Unions. Sheeter Consulting develops and implements plans designed to Attract, Retain, and Reward Executives that are essential to the success of the Credit Union