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Tech CU Wealth Management SVP Rebecca Matteson Nelson Is Named Outstanding Woman of the Year


Contact Information:
Tawnya Lancaster
Public Relations
Phone: 408-205-1618

Ms. Nelson is honored with the prestigious 2012 ATHENA Leadership Award®

Rebecca Nelson

San Jose, CA (October 24, 2012) — Technology Credit Union is pleased to congratulate SVP of Wealth Management Rebecca Matteson Nelson for being honored with the 2012 ATHENA Leadership Award® presented by the Palo Alto Chamber of Commerce. Since its inception in 1982, The ATHENA Leadership Award® Program has honored more than 6,000 leaders in over 500 communities in the U.S. and internationally for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills.

“It is with pride and honor that the Palo Alto Chamber of Commerce recognizes Rebecca for its 26th anniversary of the Athena Award,” said the organization. “Rebecca epitomizes and embodies the spirit of the Athena Award.”

Prior to joining Tech CU, Sherrard served as Regional Manager and Senior Vice President of Northern California Real Estate for City National Bank and as Senior Vice President and Construction Lending Group Manager at Greater Bay Bank. He also served as Vice President, Commercial and Real Estate Lending Officer, with Pacific Western Bank — which was later acquired by Comerica Bank.

ATHENA Leadership Awards® are presented annually by chambers of commerce, women’s organizations and universities. The award is established through local host organizations in partnership with ATHENA International. By honoring exceptional leaders, the ATHENA Leadership Award® Program seeks to inspire others to achieve excellence in their professional and personal lives.

“Congratulations, to Becky!” said Tech CU President and CEO Barbara Kamm. “You truly deserve this award which reflects your deep commitment to the community and leadership in our industry. We’re very proud to have Rebecca on our team. She’s an excellent role model and example of the quality of people we have leading this organization.”

Ms. Nelson, a Palo Alto native, has a 25-year background in the financial services industry, including division leadership and management roles in sales, administration, trust services, and investments at national and community banks and credit unions. In her role at Tech CU, Ms. Nelson leads an experienced team of wealth management professionals who provide full-service private banking and investment solutions to Tech CU members and their families, as well as to Silicon Valley companies and their employees.

Ms. Nelson holds a bachelor's degree in sociology from the University of California, Los Angeles, and has completed post-graduate coursework at Stanford’s Graduate School of Business. She is deeply involved in the Bay Area community, serving many Palo Alto and Silicon Valley area non-profits, community organizations and professional associations. These include but are not limited to: The Palo Alto Medical Foundation, The Stanford Medical Youth Science Program, Palo Alto Art Center Foundation, The Ronald McDonald House at Stanford, and The El Camino Hospital Foundation.

In 2003, Tech CU became one of the first credit unions in the country to offer investment and private banking services to its members. Today, Tech CU offers a full range of comprehensive wealth management and private banking solutions at its headquarters and in each of its 10 Bay Area Financial Centers.

The Palo Alto Chamber of Commerce will be holding a special luncheon awards ceremony for Rebecca at the Garden Court Hotel in downtown Palo Alto, November 7. For more information, go to

For more information on Tech CU’s Wealth Management and Private Banking services go to

Founded in 1960 by the employees of Fairchild Camera and Instrument Semiconductor Division, Tech CU has served the high tech workforce in Silicon Valley for more than 50 years. Today, Tech CU has extended its membership benefits to small and medium-size businesses and individuals who live and work in the greater Bay Area. The financial institution is recognized as one of the best managed and strongest in the country. Tech CU’s more than 69,000 members have access to 65,000+ surcharge-free ATMs nationwide, online and mobile banking, 10 full-service branches in the Bay Area, and comprehensive retail, business, wealth management, and private banking services.

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