Director, Advisory Services, Filene Research Institute
Caroline brings over 20 years of experience in and around credit unions to Filene. With her extensive experience in finance, marketing, and product development, Caroline is on a mission to find trends and patterns in consumer behavior that will lead to the development of new products and services to transform the credit union industry. Through her experience in strategic planning, she helps credit unions reestablish their identity to remain relevant, competitive, and provide the right solutions. Caroline sees the critical need for innovation in the credit union movement. She understands the importance of knowing your members and understanding how they view their finances and the financial world to provide the best financial services possible and help improve financial well-being.
Prior to her work with Filene, Caroline was at Raddon where she was responsible for Raddon Research Insights, the Raddon national consumer research program, and authored more than 20 research studies. Past roles include CFO at Clackamas Federal Credit Union and SVP of Marketing and Member Experience at Elements Financial. Caroline earned her bachelor’s degree from Emory University and her MBA from Georgetown University's McDonough School of Business.
