Our staff consists of the following team members:
Terri Mickelsen has more than 25 years of credit union operations experience, including over 10 years focused on customer service via branches, phone centers, and online/mobile devices. Prior to her new role at Clean Energy Federal Credit Union, Terri served as COO and VP of Internal Operations at two credit unions, each with over $500M in assets. During her 11 years as an executive team member she was recognized for her ability to incorporate innovations that resulted in significant improvements in the quality of service and cost savings to the organization. Terri has extensive experience in electronic payments systems and is an Accredited ACH Professional (AAP). As a community member, she has over 20 years of volunteer service including United Way Community Fund Panel Chair and Quality New Mexico Examiner. Terri earned her Bachelors in Business Administration at the College of Santa Fe.
Jennifer Carpenter has over 15 years of experience in finance spanning multiple industries including telecommunications, media, automotive, software, and credit unions. Prior to her joining Clean Energy Credit Union she served as the Director of Capital & Documentation overseeing Accounting, Finance, Human Capital, and Intellectual Property. Her responsibilities included financial planning, budgeting, human resource engagement and development initiatives, contract management, and protection/utilization of intellectual property and strategies. Throughout her career she has been recognized for providing innovative solutions in revenue and operational management generating increases in profitability, savings, efficiency, and client satisfaction. A proud alumnus of Ashford University where she earned a Bachelor of Arts in Business Organizational Management. Jennifer is passionate about clean energy, the sustainable use of natural resources, and ensuring our planet remains safe and beautiful for future generations. She is married with 2 beautiful girls, lives in Oak Harbor, WA and enjoys spending time outside on their farm.
Ejaye Gilbert has over 25 years of experience in customer service, with much of that time spent in financial services roles and all of it focused on helping people. After studying business management at the University of Wisconsin-Milwaukee, she worked as a Customer Service Representative at Associated Bank, helping clients to navigate a wide variety of financial products. She then moved to Associated Trust Company, where she aided companies in managing their retirement accounts. When her first son was born, she left the banking industry to focus her energy on her family. During that time, she co-founded The Red Radish Natural Foods grocery store in Neenah, WI. The unique focus of the store, nestled in a small Wisconsin town, drew a community of individuals who cared deeply about the environment and the sources of their food and energy. It was interacting with this community that helped fuel Ejaye’s passion for the environment. She co-owned and operated her retail business until its successful sale six years later. After moving to Colorado in 2014, Ejaye began volunteering at Harvest of Hope Food Pantry, thereby combining her love for food and her desire to help the community. After a year of fulfilling volunteer work, she was hired on full-time as the Client Services and Volunteer Manager. Ejaye then joined Clean Energy Credit Union in January of 2018 where she has been thrilled to blend her customer service and environmental passions with her financial and operational skills.
Rick has more than 25 years of experience in banking and finance, in addition to 5 years of experience in delivering solar PV modules and system solutions to business. As Vice President of Retail Customer Analytics for BMO Harris Bank, he led a team that developed analytical/consulting services for internal clients to enhance deposit and loan marketing strategies. Prior to that, he developed predictive models that reduced customer acquisition costs for proprietary credit card marketers. Earlier in his career, he managed the development of financial forecasting software used to value corporate mergers and acquisitions. His experience has spanned from small boutique consulting firms to BMO Harris Bank, which has more than a million customers worldwide. Throughout his career he has been noted for his ability to bridge the common communication divide between technical and non-technical teams. Most recently, Rick has been active in several volunteer efforts to bring more renewable energy to the Colorado marketplace at the local and state level. He received an undergraduate electrical engineering degree from Vanderbilt University and a Master’s in Business Administration (Marketing and Finance) from The University of Chicago Graduate School of Business, presently known as the Booth School of Business.
Sherah has over 10 years of credit union experience. She grew up in Southern Wisconsin on a dairy farm, and she later lived in Minnesota where she met her husband. She moved to Colorado in 2008 and has lived there ever since. She started her financial career as a teller in 2006 and later transitioned to member services and lending. She’s excited about credit unions and their member-centered missions, and she’s excited to be working at Clean Energy Credit Union. Sherah has a Business Administration degree from Colorado Christian University, five children, and a pug.
Jeff has 20 years of experience managing information technology for credit unions with a focus in network security, IT compliance, and online/mobile banking platforms. Jeff started working with Clean Energy Credit Union as a consultant in 2015 and then joined the team as an employee in 2018. From 2001 to 2014, Jeff was the VP of IT for Boulder Municipal Employees Federal Credit Union. Jeff earned his Bachelor’s of Business Administration degree in Management Information Systems from the University of Iowa with an emphasis in e-commerce. Jeff is a donor and member of the Nature Conservancy and supports environmental stewardship. Jeff and his family live in Boulder, Colorado, and he enjoys spending time outside in the mountains skiing, running, and hiking.
Shelly Houston has over 23 years of customer service, sales, and sales support experience in various industries. She has lived in Colorado since 1996 and loves the outdoors. She is committed to creating a more sustainable future for generations to come. She joined Clean Energy Credit Union in 2020 to assist members with their renewable energy and energy conservation goals. Shelly has a Bachelors in Business Administration from New Mexico State University.
Skyla Stecklein has worked in the credit union and banking industry for over three years, and she has worked in customer service for over 25 years within various industries. She is a Colorado native with two beautiful children, and she has been married to her wonderful husband for over 11 years. She is passionate about clean energy and is excited to work at Clean Energy Credit Union to help our country in moving towards a more green footprint. She looks forward to any opportunity to provide support and knowledge about what the credit union has to offer and the benefits of clean energy to our members.
Derick Aquino has over 10 years of experience in construction loan fund control. He grew up in Livermore, California, and has lived in Colorado since moving there in 1992. He started his career in construction inspections in 2009, managing onsite Construction Inspectors, and later transitioned into construction loan fund control. He is excited to be working with clean energy loans at Clean Energy Credit Union. Derick has a degree in Exercise and Sport Science with a concentration in Sports Medicine from Colorado State University, and he has a cat named Izzy.
Our volunteer board of directors is comprised of the following eight credit union members:
Adler Prioly is a structured finance professional and has executed on over $125M in transaction volume. His background is in developing corporate and project capital solutions for middle-market companies and projects in the energy, resource efficiency, water, waste, and clean technology vertical. He has developed custom structures for transactions to support acceleration of clean technologies across the US, supporting the corporate development of various companies at inflection points of significant growth. To that end, he has been involved in originations, structuring, financial modeling, investment analysis, and transaction negotiation and execution.
Blake Jones is a Co-Founder of Namasté Solar, an employee-owned cooperative and certified B-Corp based in Colorado. He began his career in 1996 working as a civil engineer for Halliburton in the oil and gas industry. He then spent three years in Nepal implementing solar, wind, hydro, and electric vehicle technologies. In late 2004, he returned to the USA to co-found Namasté Solar which has installed 8,000+ solar electric systems totaling 100+ MW of generating capacity. Due to its unique business model, Namasté Solar has earned widespread recognition including a “Best for the World - Best for Workers” designation from B Corporation (2012-2019), a “Most Democratic Workplace” award from Worldblu (2010-2014), a “Best Place to Work” award from Outside Magazine (2013-2019), a “Top Small Company Workplace” award from Winning Workplaces (2011), and a #56 ranking on the “Inc. 500” (2009). In February of 2009, Blake had the honor of introducing President Barack Obama in Denver before he signed the historic $787 billion stimulus bill. Blake has served on several Boards including the Colorado Economic Develop Commission (2019-present), Amicus Solar Cooperative (2011-2017), the Colorado Solar Energy Industries Association (2006-2008), and the City of Boulder’s Climate Action Plan Advisory Group (2008-2009). Blake is an Ernst & Young “Entrepreneur of the Year” award recipient (2010) and has a BE in Civil Engineering from Vanderbilt University.
Brad Blackwell has over 30 years of bank industry experience. Before recently retiring, Brad was an Executive Vice President at Wells Fargo Home Lending (WFHL). In this role, Brad was responsible for leading a number of teams that focus on advancing homeownership through the development of housing policy and strategies to implement and promote products and programs that fill gaps, at-scale, for customers and communities with specialized mortgage needs across the economic spectrum. Prior to this, Brad led the Portfolio Lending group for WFHL to build industry leading portfolio capabilities by championing home equity products across the enterprise while also expanding Wells Fargo non-agency (jumbo) lending programs. Previously, he spent more than a decade as Executive Vice President of WFHL and jointly led the nation’s #1 retail mortgage production team. He was responsible for a distributed retail sales team of approximately 10,500 home mortgage consultants who originated residential mortgage loans in more than 2,400 mortgage stores nationwide. Brad was named to the post in 2004 after serving three years as a Senior Vice President for WFHL’s Pacific Markets where he led efforts that doubled Wells Fargo’s retail share on the West Coast. Prior to joining Wells Fargo in 2001, Brad was Senior Vice President for residential lending at Washington Mutual for three years and a Loan Consultant and Regional Manager for 17 years with World Savings. He also managed mortgage marketing, product development, sales planning, and retail banking organizations for World Savings. Brad earned a bachelor’s degree in political science from the University of Colorado-Boulder in 1982. He is passionate about environmental stewardship and charitable giving, and he is excited about the potential opportunity to help Clean Energy Credit Union pursue its mission and scale its positive environmental impact.
Cher Griffith Taylor
Cher Griffith Taylor
Cher Griffith Taylor is a Fleet Electrification Specialist at the Electrification Coalition, a nonpartisan, not-for-profit group that develops and implements strategies to support electric vehicle adoption across the United States. Originally from Jamaica, her professional career is continuously informed by her personal experiences balancing the competing needs for economic development, environmentalism, and energy security. As an energy and development professional, Cher has specialized in the transition to electric vehicles, distributed energy, and grid modernization. Her advocacy has focused on supporting distributed energy resources, the Grid of the Future, increasing access to the benefits facilitated by clean energy investments, and empowering consumers. Cher has a variety of experience in research and writing on these issues, in addition to policy advocacy, stakeholder engagement, public speaking, building coalitions, working with and testifying before utility Commissions and legislators, supporting energy projects, and strengthening best practices across the United States and the Caribbean.
For the past twenty years, Dan Kester has served as the President of Sooper Credit Union, headquartered in Arvada, CO. Prior to that, he was the President of VAR (now Foothills) Credit Union for six years. Dan recently stepped down from the Credit Union Service Network Board of Managers, as well as the Mountain West Credit Union Association (MWCUA) Board of Directors. Until 2016, he served on the CUNA Governmental Affairs Committee. He is the Vice-Chairman of the boards of CUProdigy and HomeCU. Dan previously served on the CUNA State sub-committee for ten years, was on the Governmental Affairs Committee of the Credit Union Association of Colorado (serving as Chairman for four years), and was Secretary of the NASCUS Advisory Council and on the Board of Managers for the Credit Union Indirect Lending Association. His service within the credit union movement also includes eight years on the Colorado Credit Union League Board of Directors, as well as an additional six years of previous involvement on the CUSN Board of Managers.
In 2009, Governor Bill Ritter appointed Dan to the Colorado Division of Racing Events Commission and he was confirmed by the Colorado Senate in 2010. He served until 2013. He was recognized with the Dan Kester Award for political and legislative activity by the Credit Union Association of Colorado in 2007. Dan was awarded the Distinguished Service Award by the MWCUA in 2014 and was inducted into the Credit Union House Hall of Leaders in 2015. His educational efforts resulted in a BA in Economics from the University of Colorado. He is a native of Colorado and has two children.
Michelle Outlaw is a 1989 North Carolina Agricultural & Technical State University, Greensboro, NC graduate with a Bachelor of Science in Accounting, 2006 graduate from Keller Graduate School of Management with a Master of Accounting and Financial Management, Charlotte, NC and 2012 Shaw University with a Master of Divinity. A current Doctoral of Ministry student at Trinity School for Ministry, Ambridge, PA. Michelle currently is Chief Strategy Officer for the African-American Credit Union Coalition (AACUC). Additionally, she currently consults with a variety of organizations utilizing her prowess in training clients on technological systems and operational platforms. Michelle was the President/Chief Executive Officer for First Legacy Community Credit Union until it was merged. She has over 30 years of experience working with credit unions and banks primarily in credit (consumer, business and commercial lending), accounting and risk management (auditing, loan review and compliance). Michelle is known for her ability to utilize her skills and talents to overhaul departments, identify inefficiencies and to provide solutions for improvement. Ms. Outlaw, CEODoctorFinance, provides consulting services for Minority Depository Institutions with an emphasis on small credit unions under $150 million in assets, providing strategies and tactics for sustainability and growth. In addition, she hosts financial bootcamps and workshops for individuals and groups.
Pearry Tarwasokono has more than 15 years of diverse experience in finance and the credit union industry. He is currently on the Finance team at Tesla, where he supports global initiatives to improve the quality and affordability of the Model 3 and Model Y. In addition, he is the finance partner for the expansion of internal body shops in North America. Pearry was recruited to Tesla in 2018 through the company’s Leadership Development Program. Prior to joining Tesla, Pearry was a Director at Self-Help Credit Union in Durham, NC. From 2014 to 2018, he managed special projects for the CEO and CFO in a variety of areas, including merger integration, staff training, digital banking, and information security. He also led the organization-wide Climate Survey to improve support for staff. From 2003 to 2014, Pearry worked in investment research, first on the sell-side for Bank of America and then on the buy-side for a family office. Pearry has an MBA from Duke University and a M.Sc. in Finance and Economics from the London School of Economics. He is also a CFA charterholder. Pearry lives with his wife Sarah and their 4 kids - Pearry, Isabella, Benjamin, and Melody - in Tracy, CA.
Tom Teynor is the COO of Ascent360, a cloud based customer data platform, and most recently, he was the CEO of Coolerado, a green technology company founded in 2004. Coolerado designs, manufactures and markets super-energy-efficient air conditioning systems for light commercial use, based on its proprietary, patented and proven technology. Tom joined Coolerado in 2011, and was responsible for the overall strategic direction and long-term growth. He brings almost 20 years of experience growing businesses in the software, financial services, and internet services industries. Tom held senior leadership positions at Wolters Kluwer Financial Services, Pitney Bowes, and Wells Fargo Bank. He also serves on the boards of the Colorado Cleantech Industries Association and TopLine Federal Credit Union as the Vice Chairman and Chair of the finance committee, respectively. Tom received both his Bachelor of Business Administration and MBA degrees from the University of St. Thomas in Minnesota.
Our volunteer supervisory committee is comprised of the following three credit union members:
Amanda Kobza is the Vice President of Finance at Sooper Credit Union where she oversees the accounting, finance, and enterprise risk management functions. Her responsibilities include the credit union’s asset liability management, budgeting, strategic planning, and investment portfolio. Prior to joining Sooper Credit Union, Amanda worked at several credit unions ranging in size from $40M to $1B in assets. She earned a Bachelor’s of Arts in Accounting and Finance from Missouri Valley College.
Amanda has worked in the solar industry since 2003, first promoting renewable energy policy in Austin, TX while at Public Citizen, then at Meridian Energy Systems, before joining at Namasté Solar in 2006. Amanda worked Namasté Solar for over 11 years and held numerous roles ranging from business administration to human resources to sales & design. When she departed in 2017, Amanda served as the Director of Strategic Planning and Initiatives, devoting her energy to strategic planning and special projects that benefit the company and its customers. Amanda is now the CEO of a newly formed cooperative, Amicus O&M Cooperative, which has an overlapping membership with Amicus Solar Cooperative but is a separate legal entity. Amicus O&M Cooperative brings together a network of independent solar companies across the U.S. to provide operations and maintenance (O&M) services for geographically distributed solar PV portfolios. Amanda obtained a BA in English and French from the University of Texas at Austin.
Since 2005, Katie has worked in operations and regulatory compliance in financial institutions with $200 million to over $5 billion in assets. She joined the credit union movement in 2014 with Premier Members Federal Credit Union, now Premier Members Credit Union, and is currently their Assistant Vice President of Compliance and Quality Control. Katie is a Colorado native, who earned her Masters of Business Administration in Finance and Accounting from Regis University, and she holds certifications in both regulatory compliance and internal audits.
As Clean Energy Credit Union grows, we anticipate new roles for both volunteers and employees. Please see our open positions listed below. If you have experience in credit unions, banking, and/or clean energy and would like to get more involved, please reach out to us via our contact form. We forecast that we’ll need help with lending, accounting, asset liability management, marketing, and member engagement (e.g. newsletters, customer service, etc.). We’ll also need help identifying new potential partners, particularly like-minded car dealerships and energy efficiency contractors. Click here to learn more about our partners.
The Loan Processor is responsible for gathering and analyzing applicant information, reviewing credit histories,recommending complementing products and services, collecting supporting loan documentation and providing overall education and assistance to our members.
See full job description and apply.
Loan Documentation Specialist
The Loan Documentation Specialist is a key member of Clean Energy Credit Union’s loan team; ensuring that our member’s loan applications are processed quickly and efficiently. This role’s primary responsibility is assisting our loan officers with the coordination, preparation, and review of all loan documentation. This includes reviewing documents to ensure they are accurate and complete, and executing appropriate member follow up as needed. The Loan Documentation Specialist also helps to review and onboard loans to the credit union’s core operating system. This role frequently engages with members directly via email and phone to address loan documentation questions.
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Member Services Representative
The Member Services Representative – Solar/EVs is responsible for providing overall education and assistance to our members and prospective members with our clean-energy-focused savings and lending products. Position will also work closely with our loan officers in collecting supporting solar/EV loan documentation and in servicing or opening credit union accounts.
See full job description and apply.