Wendy Beswick

Fractional CMO & Growth Consultant

Wendy Beswick

Marketing and growth leadership for companies at an inflection point.

Twenty years building and leading growth, marketing, and product functions across financial services — now available for fractional CMO engagements, consulting projects, and advisory work.

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$1.5B

in asset growth driven at Elevations Credit Union

$528M

in funded loans through a fintech lending platform she launched

5.5x

a multi-year deposit growth goal, exceeded

$1M

raised for community giving in a foundation's first two years

How I can help

Engagements are scoped to what the business needs, from a few months of embedded leadership to a focused strategic project.

Fractional CMO
Embedded marketing leadership for companies that need senior strategy and execution without a full-time hire.
Growth & GTM strategy
Positioning, segmentation, and go-to-market plans built to move real numbers — not just a deck.
Brand & product launch
End-to-end direction for a brand refresh, a new product, or a growth campaign, from concept through results.
Philanthropic strategy
Standing up or scaling a foundation, giving program, or community partnership alongside the business.

Experience

Twenty years as a marketing and growth executive in financial services.

2022–2026
Chief Marketing Officer
Elevations Credit Union
Led the organization's strongest growth period in over a decade, including a deposit initiative that beat its goal by 5.5x.
2017–2022
Vice President of Marketing
Service Federal Credit Union
Scaled marketing and product across the U.S. and Germany, launching a fintech lending platform that generated $528M in funded loans.
2016–2017
Chief Retail & Marketing Officer, SVP
Firstmark Credit Union
Led a 200-person team spanning marketing, retail, and business development.
2012–2016
Chief Marketing Officer
Generations Federal Credit Union
Rebuilt the brand and go-to-market plan, contributing to $122M in growth.

Economic inclusion & program impact

Program strategy spanning financial health, small business growth, and nonprofit leadership.

Nonprofit sector
Directed and increased philanthropic giving for several institutions, established community employee engagement programs, founded a credit union foundation, and served on multiple nonprofit boards — raising $1M for philanthropic giving.
Financial health
Led financial wellness strategy at Service Federal Credit Union; earned multiple National Desjardins and CUNA Diamond Awards for youth financial education; redesigned the Elevations checking suite to include a no-fee foundational account alongside premium tiers.
Small business & entrepreneurship
Built a nationally recognized financial education platform for small businesses and colleges; launched B2B go-to-market strategies bringing in $20M+ at Firstmark and $500M+ at Service; directed Charles Schwab’s Business Start-Up Solutions program, growing revenue from $12M to $62M.
Strategy & program design
Designed and delivered multi-year initiatives from concept to results, including a deposit growth program that beat its goal by 5.5x and a segmentation strategy driving $250M in new loans and $300M in new deposits.

Philanthropic leadership

Alongside her corporate work, Wendy has founded and governed philanthropic organizations, including starting Service Credit Union's foundation — which raised $1M in its first two years — and serving on the boards of Local Change, the Southwest Texas Food Bank, and United Way Seacoast.