Isabella Bank appoints William Schaefer as CFO; McDonnell returns to President role

ISABELLA BANK CORP

William M. Schaefer appointed CFO effective April 1, 2024, succeeding interim CFO Neil McDonnell.
McDonnell resumes his role as President of Isabella Bank after serving as interim CFO since Jan 5, 2024.
Schaefer brings 23 years of accounting/finance experience, including SVP Controller and VP of Finance at East Coast banks.
Schaefer is a CPA with a BS in Accounting from University at Albany; Isabella Bank trades OTCQX:ISBA.

item 5.02 item 9.01

Executive movements

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Role change

Neil M. McDonnell

President

ISBA · ISABELLA BANK CORP

Effective: 2024-04-01
Filed: April 15, 2024, 7:59 PM ET

In connection with Mr. Schaefer's appointment, effective April 1, 2024, Neil M. McDonnell resumed his role as President of Isabella Bank.

Appointed

William M. Schaefer

Chief Financial Officer

ISBA · ISABELLA BANK CORP

Effective: 2024-04-01
Filed: April 15, 2024, 7:59 PM ET

On April 1, 2024, William M. Schaefer was appointed as the Chief Financial Officer of Isabella Bank Corporation.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Neil M. McDonnell changed role as President at ISABELLA BANK CORP.

Action: resumed
Role: President

Exact text from the filing

In connection with Mr. Schaefer's appointment, effective April 1, 2024, Neil M. McDonnell resumed his role as President of Isabella Bank.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

William M. Schaefer was appointed as Chief Financial Officer at ISABELLA BANK CORP.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On April 1, 2024, William M. Schaefer was appointed as the Chief Financial Officer of Isabella Bank Corporation.

View on SEC.gov

ISABELLA BANK CORP filing history →

Source: SEC EDGAR

accession 0000842517-24-000076

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