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The 92 Report


Aug 8, 2022

Jon Berlin has a BA in Economics (magna cum laude) and an MBA from Stanford School of Business. Jon has 25+ years of financial services and management consulting experience,  expertise in strategy, analytics, customer experience, marketing, sales and service delivery, organizational change, and system/process development. He is currently the President and CEO at Chevron Federal Credit Union. You can reach out to Jon at BerlinJM@yahoo.com.

Key points include:

  • 12:30: On being the CEO of a credit union
  • 24:15: How a credit union acquires new customers
  • 42:55: Recommended books