Bill Lehman
About Bill Lehman
Bill Lehman serves as the Chief Marketing Officer at Trellance, a position he has held since August 2021. With over 25 years of experience in providing strategic advice to Credit Unions, he has previously held senior roles in portfolio consulting at organizations such as CSCU and Trellance.
Current Role as Chief Marketing Officer
Bill Lehman serves as the Chief Marketing Officer at Trellance, a position he has held since August 2021. In this role, he is responsible for overseeing marketing strategies and initiatives that align with the company's goals. His leadership contributes to Trellance's focus on providing innovative solutions for credit unions. He operates from the Greater Tampa Bay Area, where he engages with various stakeholders to enhance the company's market presence.
Previous Experience at Trellance
Before becoming the Chief Marketing Officer, Bill Lehman worked at Trellance as the Senior Vice President of Managed Services from 2018 to 2021. During his three years in this role, he focused on developing and managing services that supported credit unions in achieving their operational objectives. His experience at Trellance has equipped him with insights into the unique needs of the financial services sector.
Background in Portfolio Consulting
Bill Lehman has over a decade of experience in portfolio consulting services. He held senior positions at CSCU, first as Vice President of Portfolio Consulting Services from 2006 to 2013, and later as Senior Vice President of Portfolio Consulting from 2013 to 2017. His extensive background in this field has allowed him to provide strategic advice to credit unions, enhancing their portfolio management practices.
Educational Qualifications
Bill Lehman studied at Le Moyne College, where he earned a Bachelor's degree in Business with a focus on Operations Management from 1988 to 1991. He furthered his education at The College of Saint Rose, where he studied General Business Administration and Management, achieving his degree in 2001. His educational background supports his extensive career in marketing and consulting within the financial services industry.
Career Overview and Experience
With over 25 years of experience, Bill Lehman has provided strategic advice specifically to credit unions. His career includes roles at FIS as a Client Relations Executive from 2017 to 2018 and various positions at CSCU. His diverse experience across different organizations and roles has equipped him with a comprehensive understanding of the financial services landscape.