Jeff Kline
Chief Executive Officer
Jeff has been in the credit union industry for over 23 years and is the CEO for MDC. He is the past President and Chief Operating Officer of CommunityAmerica CUSO One, a CUSO holding company that owns or has owned all or part of six other CUSOs, including a mortgage origination and servicing company, a finance company, a consulting firm, a brokerage operation, a payday lending operation, and a large product development and incubation CUSO.
He started his career as a CPA working for what is now KPMG Peat Marwick. He then went to work for US Central Credit Union, eventually becoming the VP/Comptroller. He has worked at other credit unions as an Executive VP of Finance and Technology, an EVP of Retail and Strategic Services, and as a CEO.
Jeff was a part of the first class of the CUES CEO Institute and during the past three years, Jeff has been a part of the inaugural class of the Filene Research Institute's I3 program. Jeff has also been on the board of Member Gateways and CU Realty, LLC.
Karrie R. Julian
Director of Finance
Karrie Julian joined MDC in 2008. As Director of Finance for MDC, Karrie is responsible for planning, executing and directing the financial operations of the organization. She works closely with the Director of Product Development to research, analyze, design and implement the research-based new products to meet market needs, organizational goals, and align with the company's mission and vision.
Prior to working with MDC, Karrie spent 14 years in a variety of financial leadership and management roles. She started her career as an auditor at TDS, Corporate and progressed to a Senior Treasury Analyst. She then went to work for the State of Wisconsin Investment Board (9th largest pension fund in the US) as a Compliance Officer and eventually became Assistant Director of Investment & Financial Services. In that capacity, Karrie worked directly on Board initiatives surrounding benchmarking with peer funds, portfolio level performance, division budgets and other financial services process and streamlining efforts. Most recently, Karrie worked within Northwestern Mutual's Corporate Investment Project team on Separately Managed Account and Annuity investment platforms developing programs to compliment Northwestern's core life insurance products.
Karrie is a Certified Internal Auditor and received her MBA from Edgewood College in Madison, Wisconsin. She sits on the Board of the South Madison Redevelopment Fund and has served on a variety of committees within the volunteer group - Junior League. Karrie has also held volunteer positions within the Overture Center for the Arts, Olbrich Botanical Gardens, and taught technology classes to the elderly at MATC. Karrie earned her Bachelor's degree in Accounting and Business Administration from the University of Wisconsin- Eau Claire.
Sarah D. Lietz
Director of Product Development
Sarah Lietz joined MDC in 2005, after serving for two years as a corporate project manager for CUNA Mutual Group. Prior to working with MDC, Sarah spent eight years in product development in the telecom industry, focused primarily on introducing new Internet-related products to the marketplace. She has also held positions with the Chicago office of KPMG Peat Marwick, a global consulting and accounting firm.
Sarah is a member of the PDMA (Product Development and Management Association) and the AMA (American Marketing Association). She earned a Bachelor's degree from Illinois State University, and her MBA from the University of Wisconsin-Madison.