C-suite

Neil Gordon, a former executive at nearby Millbury Federal Credit Union, will take the helm next month.

In 25 years at the helm, Brian Hall helped the Southern California credit union grow from $48 million of assets to nearly $600 million.

President and Chief Operating Officer Kevin Blair will take the helm in April at the company’s annual meeting while Kessel Stelling will transition to a new role as executive chairman.

Tonia Clark will leave Las Colinas FCU to take the helm of $116 million-asset Allied.

Kelly Schrader will leave the Vancouver, Wash.-based institution on Jan. 1, and Eric Petracca will take over as president and CEO.

Matt Mamer will take over for Mark Spenny, who has helped Citizens Equity First Credit Union expand in several markets during his tenure.

The $62.7 million merger of Linkbancorp and Gratz Bank would create a company with over $800 million of assets and nine branches stretching from Harrisburg to the Philadelphia suburbs.

Ayn Talley will step down in January, to be succeeded by the credit union's longtime executive vice president.

Anna Lo, a former NCUA examiner who previously led Pacific Transportation FCU, will take the helm next month, following the retirement of longtime CEO Lourdes Cortez.

The process will see the state's largest credit union split its president and CEO roles until longtime chief executive John Reed retires in January 2023.

Casey Klein will begin leading the Montana-based institution next month after current CEO Darla Card retires.

The bank will divvy up Owen's responsibilities among three other executives, including Kate Danella, who will become chief strategy and client experience officer.

With R. Scott Blackley planning to leave for a role at a health-insurance startup, the credit card giant is promoting longtime executive Andrew Young.

Chief Operations Officer Jerry Schmidt will take over at the Rapid City, S.D.-based institution in early January.

Elizabeth Magennis recently served as the New Jersey company's chief lending officer. ConnectOne also hired Michael O'Malley, a former OnDeck Capital executive, as chief risk officer.

Harris Simmons, the chairman and CEO of Zions Bancorp. in Salt Lake City, said in a letter to employees that he was recently diagnosed with a form of non-Hodgkin’s lymphoma and would be pursuing a treatment plan over the next several months.

Joseph Lebel's promotion follows a third-quarter loss as the New Jersey company company looks to get ahead of credit issues by selling high-risk loans.

Carla Rasetta is stepping down after a decade at the helm of the Massachusetts-based institution.

A former Fifth Third executive recently accused the company of failing to deliver on a promise to make him president because he’s in his mid-50s. The case offers important lessons in hiring and succession planning as the banking industry cuts costs and seeks out younger, digital-savvy managers.

Tina Sbrega, who has been a pioneer in areas including pot banking and credit unions buying banks, will stay on as chair of a subsidiary of the institution.