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COMMUNITY BANK STRATEGIST | BANK TREASURER | CHIEF INVESTMENT OFFICER | ASSET LIABILITY MANAGER INTERESTS: Serving on a Bank Board of Directors WHAT MAKES ME UNIQUE: As a former Treasurer and Chief Investment Officer, I know firsthand the challenges faced by fixed income investors regarding real-time, transparent pricing and best execution. Degreed Financial Professional with 30 years of experience in bank treasury management, fixed income portfolio management, strategic planning, asset liability management, forecasting, and balance sheet analysis. Expert financial leader specializing in identifying key financial trends, along with the measurement and management of key performance metrics. CORE COMPETENCIES * Treasurer * Chief Investment Officer *Fixed Income Portfolio Management * Corporate Liquidity * Balance Sheet Risk Modeling * Asset Liability Management * Interest Rate Risk Analysis * Net Interest Margin Analysis * Commercial/Retail Banking * Financial Analysis * Equity Analysis * Portfolio Accounting * Financial Planning * Strategic Planning * Budgeting * Accounting Reconciliation * Month-End Close * SOX Compliance * Public Company Experience ACCOMPLISHMENTS * Identified incorrect and erroneous asset liability modeling and interest rate risk program at a $2.00 Billion bank. Presented new IRR/ALM action plan to the bank's Board of Directors, as well as federal and state bank examiners. Implemented new interest rate risk model and asset liability management program, thereby ensuring that the bank did not receive a regulatory enforcement action. * Processed a bank record $650 Million in securities transactions at a $1.4 Billion bank, while reducing department FTEs by over 65%, resulting in $160,000 annual savings. * Strategically invested $125 Million of capital proceeds resulting in subsequent $10.5 Million in gains. EMAIL ADDRESS: [email protected] CELL PHONE NUMBER: 864-684-9603 _______________________________________________________________________________________________________________
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