CU WealthNext Announces Board Leadership Changes
Portfolio - People | Feb 25, 2025 | EIN
CU WealthNext, a leading provider of wealth solutions tailored exclusively for credit unions, has announced significant changes to its Board of Directors. Ronald Boehnlein, a founding member and influential leader within the credit union industry, has retired from both Zeal Credit Union and CU WealthNext's board. His departure marks the end of a pivotal chapter, as he was integral in positioning CU WealthNext as a trusted partner for credit unions in wealth management. Succeeding Boehnlein's legacy, Julie Kreinbring, CEO of Zeal Credit Union, and Dana Tell, CEO of Team One Credit Union, have been appointed as new board members. Their extensive industry experience is expected to guide CU WealthNext as it continues to innovate and enhance financial solutions for credit unions. The company's mission is to empower these unions through strategic fintech partnerships, ensuring financial excellence and comprehensive wealth management. CU WealthNext's initiatives are centered on strengthening credit union capabilities and member retention, reflecting its commitment to upholding traditional union values while delivering next-generation financial solutions.
Sectors
- Wealth Management
- Credit Unions & Fintech
Geography
- United States – CU WealthNext and the newly appointed board members, from Zeal Credit Union and Team One Credit Union, are based in the United States, making this the primary geographic focus.
Industry
- Wealth Management – CU WealthNext operates within the wealth management industry, offering investment, retirement, and wealth management solutions specifically for credit unions.
- Credit Unions & Fintech – The article discusses new board members from leading credit unions and CU WealthNext's partnerships with fintech innovators, indicating its focus on integrating financial technology within the credit union sector.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| CU WealthNext | Target | Company | A company offering wealth management solutions designed for credit unions. |
| Ronald Boehnlein | Retiring Board Member | Person | A founding board member influential in the credit union industry, retiring from CU WealthNext's board. |
| Julie Kreinbring | New Board Member | Person | CEO of Zeal Credit Union, joining CU WealthNext as a new board member. |
| Dana Tell | New Board Member | Person | CEO of Team One Credit Union, joining CU WealthNext as a new board member. |
| Zeal Credit Union | Affiliated Company | Company | A credit union associated with both Ronald Boehnlein and Julie Kreinbring. |
| Team One Credit Union | Affiliated Company | Company | A credit union associated with Dana Tell. |
| Beverly Hills Publishing | PR & Publishing | Company | The company providing branding and PR solutions and publicizing this announcement. |