BURLINGAME, Calif. –After leading Upward Credit Union for 24 years, President and CEO Linda White has announced plans to retire. The credit union has named a successor.
White plans to step down on Sept. 1, with current VP-operations Jason Mertz-Pickett selected to step into the role.
“Over the past 37 years, longer than some of our employees have been alive, I have shepherded Upward Credit Union from $3 million in assets – from being in a damp, leaky office space in a medical building – to the thriving $100 million boutique credit union it is today,” White said.
Upward CU Board Chair Annie Miller noted that during her career White has not just led the credit union but has served on numerous committees with the California Credit Union League, CUNA, CUNA Mutual, the Department of Financial Protection and Innovation (DFPI), and founding board member for the Healthcare Credit Union Association (HCUA).
White is also a founding member of the Credit Union Women’s Leadership Alliance, where she will serve as executive director after her post ends at Upward.
White graduated from Western CUNA Management School in 1990, received the Distinguished Service Award along with the Grassroots Leader of the Year and the Kim Bannan Eternal Flame Award in 2012 and 2018, respectively, from the California and Nevada Credit Union Leagues, and became a Credit Union Development Educator (CUDE) in 2019.
In the People Helping People Business
“We’re in the people helping people business here at Upward, and I’m excited for the future of our credit union and thank the board for appointing me as the new CEO,” Mertz-Pricket said. “Under Linda’s direction, we have cultivated such a talented and dedicated team that connect, engage and help our members ‘soar Upward.’ My promise is that we will continue to put our members first, work as a team, and be an advocate for change.”
Prior to joining Upward, Mertz-Prickett spent 17 years with other credit unions in the bay area, working his way from a member service representative to C-Suite leader. He earned his bachelor’s degree in accounting and finance and an MBA from Western Governors University, in addition to many other industry certifications that recognize his accomplishments.
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