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Helping you navigate faster.
From a viable budget, and review of controls after a change in management conversions to a new data processing system or control objectives.
We currently work with 50 credit unions ranging from $15 million to over $1 billion in assets.
A seasoned Credit Union internal auditor/executive, Norm Cecil has been involved in training, management, and consulting within the financial services industry since 1974. He has been involved in the credit union industry since 1985.
His career activities have allowed him to become involved with examiners, officials, and ma
A seasoned Credit Union internal auditor/executive, Norm Cecil has been involved in training, management, and consulting within the financial services industry since 1974. He has been involved in the credit union industry since 1985.
His career activities have allowed him to become involved with examiners, officials, and management in more than one hundred credit unions, assisting them with change, often when they were in chaotic circumstances. He is a widely known and highly regarded professional in the credit union industry. And in his spare time, he loves to sail.
Jeff Davis is a familiar face in the credit union industry. He has served Credit Unions in California and Arizona as a Risk Manager for CUNA Mutual for 22 years. He joined Mainsail Trim in 2013.
His extensive knowledge in analyzing the causes of problems, perceiving how to mitigate risks, and then teaching best practices, serves our clients well.
Charith has worked in the banking/credit union industry for the past 7 years. He spent 3 years working on both BSA and fraud prevention in addition to audits. He has earned his BSACS Certification (Bank Secrecy Act Compliance Specialist) as well as his CUCE (Credit Union Compliance Expert). He graduated from UC Davis after double majoring in International Relations and History.
Beatrice has many years of experience working as a personal assistant and office administrator. She now works as an administrative support for Mainsail Trim, taking care of things behind the scenes.
Oscar Covarrubias has more than 15 years of experience in Internal Audit. He spent the past 6 years as an Internal Auditor in an 800-million-dollar credit union. Before joining the credit union world, he worked as a Senior Internal Auditor in the education industry. Oscar has extensive knowledge of regulatory compliance, BSA, and Consumer
Oscar Covarrubias has more than 15 years of experience in Internal Audit. He spent the past 6 years as an Internal Auditor in an 800-million-dollar credit union. Before joining the credit union world, he worked as a Senior Internal Auditor in the education industry. Oscar has extensive knowledge of regulatory compliance, BSA, and Consumer Lending compliance. Oscar has also worked very closely with NCUA Examiners during CU exams.
Ariella is Mainsail Trim's Digital Marketing Director.
She has developed a Social Media Education Program that focuses on using social media to grow your business. From setting up an account on each platform to content creation, posting schedules, and keeping up with trends, she can help with it all
She works freelance as a Digital Marketi
Ariella is Mainsail Trim's Digital Marketing Director.
She has developed a Social Media Education Program that focuses on using social media to grow your business. From setting up an account on each platform to content creation, posting schedules, and keeping up with trends, she can help with it all
She works freelance as a Digital Marketing Coordinator for several real estate agents. She has worked with Nonprofits throughout the DMV area (East Coast).
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