Meet TruMark Financial’s Senior Team
Kelly Botti, Chief Executive Officer
In 2022, Kelly Botti became TruMark Financial’s Chief Executive Officer. She brings over a decade of experience in banking and senior leadership, previously serving as as the Senior Vice President, Chief Risk Officer and corporate counsel for the credit union, where she focused on facilitating the credit union’s strategic planning process and plan execution. She additionally maintained responsibility for the implementation of TruMark Financial’s enterprise risk management (ERM) program and the fraud, legal, collections, and compliance areas of the credit union.
Kelly’s extensive educational background includes a Bachelor of Arts in Political Science and a minor in Communications from Loyola University of Maryland, a Juris Doctorate from the Villanova University School of Law, and a Master of Business Administration (MBA) from Saint Joseph’s University. She sits on the National Association of State Credit Unions Legislative and Regulatory Affairs Committee, as well as the organization’s Inter-State Credit Union Task Force.
Vince Market, Executive Vice President, Chief Financial Officer
As the Executive Vice President, Chief Financial Officer, Vince Market oversees the following departments: accounting/financial management, facilities, retail services, lending, and IT. He has been in the financial institution industry and has worked at TruMark Financial in numerous positions for over 30 years.
Market serves on the CrossState Credit Union Association’s Government Affairs Committee and serves as the President of the Montgomery Chapter of Credit Unions. In addition to his work in the financial industry, Market has been an adjunct professor of finance in La Salle University’s (Philadelphia) MBA program for over 10 years. He has a Bachelor’s Degree in Finance and Risk Management and an MBA Degree in Finance from La Salle University.
Elizabeth Kaspern, Senior Vice President, Chief Member Officer
Elizabeth Kaspern is the Senior Vice President, Retail and Member Services, at TruMark Financial. Kaspern is responsible for the branch network, regional branch management teams, retail investment team, transactional services, call center, member experience team, marketing department, and the public and governmental relations department. Kaspern also oversees the plastics department, which includes debit and credit card processes.
Kaspern has over 35 years of financial institution experience at an executive level with expertise in managing retail networks and building a strong team culture focused on delivering a superior member experience. She is a past board member for the United Way of the Greater Lehigh Valley and their Women’s Leadership Council and has been active in the Central Bucks Chamber’s Women in Business group.
Patrick O’Halloran, Senior Vice President, Chief Information Officer
Patrick O’Halloran is an experienced IT professional with over 20 years of credit union experience ranging from strategic planning to disaster recovery to cybersecurity management. O’Halloran graduated from Rutgers University with a Bachelor of Arts degree, majoring in psychology with a minor in economics.
In his role as Senior Vice President, Chief Information Officer, he oversees all technology systems, operations, and projects for the credit union including cybersecurity, business intelligence, e-commerce, and network services.
Steven Olson, Senior Vice President, Chief Lending Officer
Steven Olson, Senior Vice President and Chief Lending Officer, has 30 years of financial industry experience. As the Chief Lending Officer, Olson oversees all lending-related activities at TruMark Financial, including commercial, residential, and consumer lending as well as the loan servicing department.
A graduate of Millersville University with a degree in Business Administration, Olson is also a graduate of the American Bankers Association’s Stonier Graduate School of Banking. Olson has been active in the Housing Partnership of Chester County, a non-profit organization promoting affordable housing opportunities, support, and education in Chester County. Past affiliations include acting as the Chair of the Pennsylvania Home Lending Collaborative as well as the Chair of the Loan and Marketing Committee of Neighborhood Housing Services of Greater Berks, Inc.
Karen Sweeney, ACC, SPHR, SHRM-SCP, Senior Vice President, Chief People Officer
Karen Sweeney, Senior Vice President and Chief Human Resources Officer, oversees the human resources area for the credit union and provides oversight for employee relations and development, compensation and performance, benefits, and recruitment.
A seasoned executive with 17 years of senior level banking positions, Sweeney brings experience in organizational development and learning, strategic planning, and change management. Her educational background includes a Bachelor of Science in Finance degree from Rider University, a Master of Social Work degree from Rutgers University, a Master of Science degree in Organization Development and Leadership from St. Joseph’s University, and a Juris Doctor degree from Rutgers University School of Law. Sweeney holds designations as a Certified Coach, Certified DISC and Motivators Practitioner, Predictive Index (PI) Analyst, and Energy Leadership Index Master Practitioner as well as senior level certifications in human resources from the Society for Human Resource Management (SHRM) and the HR Certification Institute (HRCI).