Meriwest Credit Union | 877-MERIWEST (877) 637-4937 | Routing Number 321176833

Tuesday, October 1, 2013

Message from your New Meriwest CEO

MEET YOUR NEW CEO | Respect the past, project the future

SAN JOSE, CA – October 1, 2013

Dear Members,

This September I took over the CEO duties from Chris Owen. Preparing for his retirement celebration provided countless opportunities to reflect on the rich history of Meriwest and milestones achieved along the way. From our core beginnings, to expansion, even the changes in technology and product delivery — this experience reminded me of a Steve Jobs saying: Respect the past.

Respect the past means recognizing how and why we came to be in the first place, with the core values established, and tested, along the way.

In the wake of the Great Recession, Meriwest struggled as did all financial institutions from the aftermath of high unemployment, plummeting housing values, and members struggling to meet their obligations. We managed through those years focusing on making our members top priority while keeping the credit union in safe and sound condition. When Merrill Lynch, Washington Mutual, Wachovia, Lehman Brothers, Fannie Mae, Freddie Mac, and AIG were merged, conserved, or collapsed within a short window, we did not lose sight of the most important promise, to make you feel good about your decision to do business with us. Simply put.

Now we believe that the crisis has mainly passed but much important work remains to be done to continue to strengthen, grow and provide greater relevancy to you our members. Our wonderful team and dedicated board of directors at Meriwest are strong and focused on providing financial solutions to you when, where and how you want them.

Yes, respect the past but as Steve Jobs would also add: Project the future. That will be our commitment going forward to ensure that we anticipate your needs, help you plan for a successful future, and provide a place where you’re always welcome.

In closing, on behalf of all of us at Meriwest, I would like to thank Chris Owen for his 22 years of service. Throughout that time I have had the great privilege to work beside him and witness a truly exemplary leader. Chris, you have left a legacy worthy of respect.

With best regards,

Julie Kirsch
President & CEO

About Meriwest Credit Union
Meriwest Credit Union, one of Silicon Valley’s largest and established financial institutions, has been providing proactive, personal, convenient and innovative financial services to over 72,000 businesses and families throughout the San Francisco Bay Area and Tucson, Arizona, since 1961. More information can be found at

Meriwest Credit Union
Gregory Meyer
Community Relations Manager

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