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CUCollaborate is thrilled to announce the addition of four exceptional leaders to our team: Armand Parvazi, Deliana Gamez, Kevin McBreen, and Phyllis Lee. Each brings a wealth of experience, innovative thinking, and a shared passion for advancing the credit union movement. With these strategic hires, CUCollaborate is deepening its expertise, expanding its services, and positioning itself to better serve credit unions across the country.
Why These Hires Matter
In today’s competitive financial landscape, credit unions need tailored strategies and innovative solutions to grow membership, expand impact, and stay ahead. CUCollaborate’s latest hires are more than just a commitment to growth—they reflect our mission to provide credit unions with unmatched advisory services, business development solutions, and marketing expertise.
From expanding business development and marketing offerings to bolstering merger advisory services, these professionals bring the skills and insights credit unions need to differentiate themselves and achieve their strategic goals.
Meet the Team
Armand Parvazi, Strategic Advisor
Armand Parvazi brings over 15 years of senior-level credit union experience to CUCollaborate. As a second-generation credit union professional, his passion for helping credit unions thrive is deeply rooted. Armand has an impressive track record, having managed millions in grants, developed innovative growth initiatives, and pioneered impactful programs like the nation’s first Cancer Care loan pause program.
A results-driven advocate and strategist, Armand’s contributions have earned him multiple industry recognitions, including being named NAFCU’s 2021 Professional of the Year and the CU Times Luminaries 2024 Rising Star. His expertise in data-driven marketing, advocacy, and digital transformation will empower credit unions to better serve their members and achieve their goals.
Deliana Gamez, Advisory Director, Business Development
Deliana Gamez brings over a decade of experience in credit union business development and growth strategies. Known for her resourcefulness and results-driven approach, Deliana has spearheaded initiatives that attracted over 55,000 new members annually and established frameworks for SEG strategies, community charters, and utilizing associational charters as growth drivers. She’s also a dynamic speaker and industry leader, having presented at multiple conferences and certification schools.
Deliana’s expertise in top-of-the-funnel growth strategies, CRM optimization, and negotiation ensures credit unions have the tools and structure needed to achieve sustainable member growth and differentiation. Check out her recent webinar on business development strategies for credit unions in 2025.
Kevin McBreen, Advisory Director, Mergers
With nearly 30 years of experience in financial services, Kevin McBreen is a seasoned expert in mergers and acquisitions. Kevin leads CUCollaborate’s Merger Network and M&A consulting services, leveraging his extensive background in strategic planning, negotiation, and client relationship management.
With a track record of over 75 successful mergers, Kevin brings unparalleled expertise to help credit unions navigate complex merger processes with confidence. Since the launch of the Merger Network in July 2024, more than 35 credit unions have joined within the first six months, marking a highly successful start to the new program. Learn more about the Merger Network from Kevin’s latest webinar.
Phyllis Lee, Chief Marketing Officer
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Phyllis Lee is a seasoned marketing leader with over 20 years of experience driving growth for startups and iconic brands alike. Her expertise in data-driven strategies and technology-enabled marketing solutions makes her a key asset in helping CUCollaborate and our credit union partners achieve scalable growth. Phyllis has worked with financial institutions such as Citi, Wells Fargo, and State Farm, bringing a deep understanding of the industry’s complexities.
Phyllis holds a B.A. from UCLA and is an alum of Stanford’s d.school. Her passion for modern, strategic marketing will help credit unions amplify their message and reach more members effectively.
The Value to Credit Unions
These hires signify CUCollaborate’s commitment to deepening our bench of advisors and expanding the breadth and depth of services we offer. From marketing and business development to mergers and advocacy, our team is uniquely positioned to help credit unions navigate challenges and seize opportunities.
- Enhanced Business Development and Marketing Services: With Deliana and Phyllis on board, credit unions gain access to innovative strategies and tools to grow membership and build stronger community relationships.
- Deeper Merger Advisory Expertise: Kevin’s leadership in mergers ensures that credit unions can make informed decisions and execute successful mergers that align with their long-term goals.
- Tailored Strategic Guidance: Armand’s data-driven approach and deep industry knowledge provide credit unions with actionable insights to better serve their members and communities.
Looking Ahead
CUCollaborate is excited to continue expanding its offerings and helping credit unions thrive. With a growing team of experts and a commitment to innovation, we are dedicated to supporting credit unions as they navigate a rapidly evolving industry.
Ready to Elevate Your Credit Union?
Our new team members are ready to help you develop strategies that grow membership, optimize operations, and create lasting impact. Let’s work together to ensure your credit union is positioned for success in 2024 and beyond.
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