Experience

Community First Fund

• United States
• Banking
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2020 - Present

  Community Development Financial Institution (CDFI) Community Development Financial Institution (CDFI)



CFG Bank

• United States
• Banking
• 1 - 100 Employee

• Treasurer

  • Oct 2017 - 2019

  $2 billion bank. Asset liability management, liquidity, capital planning, stress testing, investments, interest rate risk, funds transfer pricing, funds management, profitability, forecast, budget, branch administration, online banking. $2 billion bank. Asset liability management, liquidity, capital planning, stress testing, investments, interest rate risk, funds transfer pricing, funds management, profitability, forecast, budget, branch administration, online banking.



PFM

• Financial Services
• 300 - 400 Employee

• Senior Managing Consultant

  • Apr 2014 - 2017

  Bank advisory engagements: Asset liability management, investments, stress testing, liquidity, policy review, regulatory compliance - OCC, FDIC, U.S. Treasury. Bank advisory engagements: Asset liability management, investments, stress testing, liquidity, policy review, regulatory compliance - OCC, FDIC, U.S. Treasury.



Susquehanna Bank

• Banking
• 700 & Above Employee

• Assistant Director - Treasury Strategies, ALCO, & Quantitative Risk

  • Sep 2013 - 2014

  $20 billion bank. Asset liability management, liquidity, stress testing, DFAST, forecast. Acquired by BB&T $20 billion bank. Asset liability management, liquidity, stress testing, DFAST, forecast. Acquired by BB&T



Fulton Bank

• United States
• Banking
• 700 & Above Employee

• Senior Financial Analyst

  • Oct 2011 - 2013

  $20 billion bank. Asset liability management, funds management, liquidity, interest rate risk, investments. $20 billion bank. Asset liability management, funds management, liquidity, interest rate risk, investments.



GRAYSTONE TOWER BANK

• United States
• Banking

• Financial Analyst

  • Feb 2008 - 2011

  $3 billion bank. Asset liability management, investments, forecast, interest rate risk, liquidity, profitability Acquired by Susquehanna Bank $3 billion bank. Asset liability management, investments, forecast, interest rate risk, liquidity, profitability Acquired by Susquehanna Bank