Victoria Borrego Swepson
About Victoria Borrego Swepson
Victoria Borrego Swepson serves as the Director of Capital Planning at Patelco Credit Union, where she has worked since 2021. With extensive experience at Wells Fargo in various finance roles, she has developed significant expertise in capital planning, governance, and financial analysis.
Current Role at Patelco Credit Union
Victoria Borrego Swepson serves as the Director of Capital Planning at Patelco Credit Union, a position she has held since 2021. In this role, she focuses on developing and implementing strategies for capital planning and stress testing. She has established relationships with regulators and peer credit unions to enhance these capabilities. Additionally, she has developed a cross-functional roadmap to implement a new data quality framework, ensuring the integrity of capital planning processes.
Previous Experience at Wells Fargo
Victoria has extensive experience at Wells Fargo, where she held various finance-related positions over a span of 17 years. Her roles included Finance Manager for Innovation & Data, Finance Manager for International Wholesale Banking, and Financial Planning and Analysis Manager for Wealth Management. She also worked as a Financial Consultant and Business Analyst within the organization. This diverse experience provided her with a strong foundation in financial management and analysis.
Educational Background
Victoria holds a Bachelor of Science in Business Administration from Oklahoma State University, where she studied from 1994 to 1998. She furthered her education by obtaining a Master of Arts in Economics from the University of California, Berkeley, completing her studies from 1999 to 2001. Her academic background supports her expertise in finance and economics.
Achievements in Capital Planning
At Patelco Credit Union, Victoria authored a policy aimed at ensuring strong governance and rigorous analytics for a resilient capital strategy. She also recruited and developed two new Financial Analysts, contributing to the growth of her team. Additionally, she established industry benchmarks to monitor Patelco Credit Union's financial performance relative to its peers, enhancing the organization's strategic planning capabilities.
Early Career Experience
Victoria began her career with the Federal Reserve Bank of Kansas City, where she participated in the Management Leadership Program for three months in 1996. She then joined Wells Fargo, where she gained experience in various roles, including Financial Consultant and Group Finance Officer. This early experience laid the groundwork for her subsequent roles in finance and capital planning.