Xceed Credit Union Staff

ABOUT XCEED

Get to know us better
Mission
Leadership

Who We Are

Xceed Financial is a full-service, federally chartered not-for-profit workplace credit union, focused on meeting the needs of businesses and their employees throughout the United States.

  • Roots going back 85 years
  • Nearly $1 billion in assets
  • More than 50,000 members
  • Personal banking services
  • Wealth management services
  • Financial education for working adults and their families

Our Mission

At Xceed, our mission is to be the workplace credit union for businesses and their employees across the US, providing top-notch, full-service banking with a focus on quality and personalized service.

Group of people around donuts and a certificate

Our History

Xceed was originally formed in 1964 as a credit union for Scientific Data Systems, which was later acquired by the Xerox Corporation.

Formerly known as Xerox Federal Credit Union, we changed our name in 2008 to reflect our commitment to our membership.

Our Social Responsibility

We’re committed to the communities and workplaces we serve. Xceed proudly supports nonprofit organizations, such as:

  • The Webster Library (Rochester, NY)
  • Heal the Bay (Santa Monica, CA)
  • All Xerox diversity groups
  • Children’s Miracle Network Hospitals

Our Leadership

Our leaders are more than just experienced, dedicated people. They’re your financial team, and also your neighbors, living and working in the same communities you do.

Teresa Freeborn, President and CEO

Welcome to Xceed Financial Credit Union! Your credit union membership opens a world of valuable financial services. And the deeper your relationship, the more free services and special perks you’ll enjoy.

It is my goal to reward your full relationship with unbeatable benefits and to provide you with innovative services designed to make the most of your money.

I am dedicated to making sure you never need to walk into a bank again! Look closely, and you’ll find the best value is right here at your credit union.

Teresa’s Achievements

  • President and CEO since 2006
  • One of the industry’s “women to watch” (Credit Union Times)
  • 2014 Hall of Fame (CUES)
  • Distinguished Service, Lifetime Achievement awards (California Credit Union League)
  • MBA (Simon Fraser University)

Board of Directors

John Buttrill

John Buttrill

Roni Crichton

Roni Crichton

Dea Benson

Dea Benson

Spence Leslie

Spence Leslie

Judy Novak

Judy Novak

Dennis Ruffner

Dennis Ruffner

Gretchen Valentine

Gretchen Valentine

Other Volunteers

Mark Cunningham

Mark Cunningham

Don Rory

Don Rory

Heather Smith

Heather Smith

Raleigh Steinbach

Raleigh Steinbach

Executive Management

Michael Sacher

Michael Sacher

Executive Vice President and Chief Financial Officer

Fabiana Burkett

Chief Risk Officer

Bertha Gascon

Chief Lending Officer

Kelly Ritchey-Davoren

Chief People Officer

Marquis Boochee

Chief Xperience Officer

October 2020 Financial Statement »

2019 Annual Report »

2018 Annual Report »

Questions?

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800.XFCU.222
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