A seasoned lawyer and legal compliance expert specializing in the financial sector, Wendy has worked in large law firms and as in-house counsel for companies such as Bank of America and OnPoint Credit Union, and educational institutions such as the University of Chicago and Duke University. She’s also worked at a fintech startup, a consumer lender and a large credit union, as well as running her own practice advising financial institutions.
Well-versed in the ins and outs of disclosures and agreements, contracts and corporate matters, Wendy is most excited about helping others to achieve financial stability, something she had to grapple with herself in her younger years and as a law student. Her goal is to ensure Grit’s financial wellness tools not only help people through financial emergencies, but also establish long-term habits for financial success.
How she got her financial grit: “In college, when I was living off loans and part-time work, I had a budget and that really helped me. After college and law school I had loans to pay. Budgeting and understanding where your money goes can really make a difference in your financial security.”
Experience
General Counsel, OnPoint Credit Union
Chief Compliance Officer, Aven
Asst. General Counsel, Bank of America
Duke, U. of Mich, U of Chicago
Accomplishments
Led compliance function for the industry’s first Home Equity backed Credit Card
First GC at Oregon’s largest credit union preparing institution for crossing $10B threshold
Capabilities
30+ years of experience in Banking Legal and Compliance including Startups, Scale Players, & Regional Players
