Vicki LaFond's Linkedin Analytics

Corporate finance and investment operations professional with 20+ years experience. With my unique background in corporate finance and capital markets, I help institutions analyze historical data and use complex financial models to create forecasts that allow stakeholders to make strategic decisions. Technical Skills & Tools: PowerBI, Bloomberg, Black Night/Optimal Blue, ALM software Here are a few examples of my work: • Business partner with various departments and business units to consolidate and produce overall annual budget; 2021 net revenue exceeded $77 million and ROA of 1.69 (peer ROA of 1.20) • Led an Investment Operations team where, through a combination of sales goals and retention goals, assets under custody grew to over $25 billion, averaging 10% YOY growth • Developed visualization of 12 month cash flow forecast based on economic, operations, investment, and financing activities, stressed tested and presented results to board members and relevant committees • Obtained Series 52, Licensed Municipal Securities Representative, which reflects an in-depth knowledge and understanding of the municipal bond market Additionally, I enjoy the outdoors and in the winter I am an avid down hill skier. My favorite ski hill would be Jackson Hole, WY. If you haven't been you really must check it out! I get excited about opportunities where I can use my experience to help companies that promote environment, animal, and human welfare through actions and products. I love connecting with new people, reach me at [email protected] or here on LinkedIn!