Financial Well-Being Team

Our Team

It takes outstanding leadership with a dynamic and focused team of professionals to accomplish the mission of changing lives through financial education in true SEFCU style. We are loving every moment of this ride!

Figures Standing behind a graph presentation

 

Nancy Cassella

Nancy Cassella

Long-time educator, purveyor of financial education, Nancy Cassella, Western Region Financial Wellness Educator, joined SEFCU as a financial educator in 2011. Cassella, who grew up in Syracuse, holds an associate’s degree in business administration from the State University of New York at Alfred and a bachelor’s degree in vocational teacher preparation in business and marketing from the State University of New York at Oswego. Cassella is currently pursuing a master’s of science degree in education at State University of New York at Oswego with an anticipated graduation date of May 2022. She has strong connections to the Syracuse, Binghamton, and Buffalo regions where she has provided financial education for more than 10 years.

 

Her passion is to provide youth with the tools and skills they need to become financially responsible adults and to promote life-long learning. Cassella strives to create an inclusive, interactive learning environment with hands-on activities and group learning.

Megan Johnson

Meghan Johnson

Meghan Johnson, Eastern Region Financial Wellness Educator, began her career with SEFCU as a Member Specialist in 2011 where she enjoyed mentoring new employees and connecting with a wide variety of community members. Johnson explored her love of learning and education most recently as Director of Auxiliary Services at Woodland Hill Montessori School, where she expanded her experience working with various age groups. She has taught and tailored lessons to multiple grade levels and created presentations and webinars for teacher education initiatives.

 

Johnson holds a bachelor of fine arts in writing, which she uses to create clear and creative educational materials. She is excited to continue using her background in education and financial services experience to promote financial wellness and education throughout the community. She is passionate about bringing her experience in education to the field of financial well-being. Meghan is always pursuing enhanced skills and knowledge, and is currently enrolled in the CUNA Financial Counseling Certification Program (FiCEP).

Megan Maloney

Megan Maloney

Megan Maloney, Eastern Region Financial Wellness Educator, began her SEFCU career in 2014 as a Member Specialist. Most recently, Maloney continued her work in SEFCU’s branch network as a Member Service Advisor. In this role, she worked directly with members, witnessing the many financial challenges they faced. With her significant knowledge of financial concepts and tools that help people save, budget, and develop healthy habits, her presentations provide significant opportunities for participants to have their unique questions answered.

 

Prior to SEFCU, Maloney studied abroad and participated in course work focused on business management. Through her love of travel, Maloney acquired a deeper understanding for people of all backgrounds. She brings an attitude of curiosity, respect, and compassion to her work that is captured in the rapid rapport she builds in the classroom with individuals. Megan is continuing expanding her skills, and is enrolled in the CUNA Financial Counseling Certification Program (FiCEP).

 

Maloney shares her passion for people by creating a safe, positive, and productive learning environment. She is highly aware that learners have individual needs and abilities and has an understanding of where people are in their life, as it relates to their relationship with finances. Maloney uses the three types of engagement that are required for individuals to learn: cognitive, emotional and behavioral. She makes content interesting, relatable, and motivates all participants to learn.

Cheryl Moore

Cheryl Moore

Cheryl Moore, Online Financial Instructional Designer Leader, began her career at SEFCU in 2009 in the Member Solutions Center providing engaging and informative service experiences for members. Moore holds a bachelor’s degree in English from the University at Albany, State University of New York and a master’s degree in learning and emerging technology at the State University of New York, Empire State College. Her prior career experiences include photography and communication, entrepreneurial management, and she enjoys connecting with people, sharing ideas, collaborating with colleagues, and being creative.

 

Moore guides the SEFCU Institute team with strategies for both online and in-person instructor-led learning. Using the latest research and tools, Moore excels actively in engaging learners to gain new skills, insights, and practices. Her knowledge of new digital technologies supports the Institute’s mission of providing holistic financial capability programs that benefit all ages.

Sarah Trela

Sarah Trela

Sarah Trela, Director, Financial Well-Being, began her SEFCU career in 2010 overseeing staff and operations at various branch locations. Trela holds a bachelor’s degree in communications from Russell Sage College and an MBA from the University at Albany, State University of New York. A Capital Region native, Trela has a strong work history in the areas of administration and workforce development. She enjoys fostering connections, promoting positive change through education, and collaborating with business partners to achieve success.

 

Trela directs the Institute team and core operations of the Institute for Financial Well-Being. The Institute team relies on Trela for her leadership and focus on providing impactful financial education programs. Trela is creative with a passion for excellence through education.