Experience

Federal Home Loan Bank of Topeka

• Financial Services
• 100 - 200 Employee

• Chief Financial Officer

  • Apr 2021 - Present

  Accomplishments - The bank has achieved record growth and profitability over the past two years. Helping the organization with transformation of its culture, mindset, technology, people and customer experience. Leader of the Finance organization comprised of Accounting/Financial Reporting, Treasury Middle Office, and the Capital Markets group including Balance Sheet Strategy, Treasury, and Product Pricing/ Profitability for a $75 billion wholesale bank. Accomplishments - The bank has achieved record growth and profitability over the past two years. Helping the organization with transformation of its culture, mindset, technology, people and customer experience. Leader of the Finance organization comprised of Accounting/Financial Reporting, Treasury Middle Office, and the Capital Markets group including Balance Sheet Strategy, Treasury, and Product Pricing/ Profitability for a $75 billion wholesale bank.



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Libor Transition Executive

  • Jan 2019 - Mar 2021

  Accomplishments - Accountable executive for the company-wide Libor transition program viewed as an industry leader among regional banks. Executive leading the program delivery, risk management, legal, modeling, go-to-market strategy, systems, industry advocacy and internal/external communication.

• Managing Vice President, Treasury/Balance Sheet Management CFO

  • Jun 2016 - Dec 2018

  Accomplishments: Transformed bank’s asset/liability management from a compliance-oriented function for a $200B mono-line credit card bank to leading industry practices for a $375B diversified bank; directly supporting balance sheet strategy by leveraging strategic vision, leadership, technology, process excellence, modeling in addition to hiring and empowering great people.Leveraged capital market, analytic, and system expertise in investments and derivatives to create and support Treasury strategies resulting in investments and derivative portfolio growth that have enhanced bank risk management and profitability.Created quantitative modeling group that developed deposit models for both internet and retail to support the industry’s largest internet deposit franchise in addition to econometric modeling to improve CCAR stress testing and financial modeling for business planning, acquisition and divestitures.Building on prior experiences, was influential with former CFO and CRO in the creation of 2nd line valuation control, risk oversight, and model risk management functions to enhance the risk practices in anticipation of increased regulatory mandates.Organization:My former organization consisted of 50+ professionals comprised of three teams - Asset Liability Management Analytics, Treasury Analytics & Valuation, and Quantitative Modeling Show less

• Managing Vice President Balance Sheet Strategy

  • Jan 2014 - Jun 2016

• Vice President Balance Sheet Strategy / Senior Director Treasury

  • Jun 2009 - Jun 2014



Freddie Mac

• United States
• Financial Services
• 700 & Above Employee

• Managing Director - Market Risk

  • Aug 2003 - Jun 2009

  Served as lead director for the market risk function under the Enterprise Risk Division that included oversight of treasury and market risk management for the $900 billion retained asset portfolio across the fixed income universe including MBS, CMO, CMBS, and ABS; agency debt funding and liquidity activities, and derivative hedging for the $1.0 trillion notional derivative positions. Maintained responsibility for oversight of the Security Sales & Trading sell-side broker-dealer that included interest rate and credit risk management and independent price verification and valuation control. Accomplishments - Integral in the development of the 2nd line Market risk oversight function and supporting the development of Enterprise risk organization including policy, limit frameworks, governance, independent modeling, and valuation control following the financial restatement and significant economic and regulatory stress period. Show less



Advanced Investment Management

• United States
• Financial Services

• Vice President Fixed Income Portfolio Management & Trading

  • Jul 1999 - Sep 2002

  Managed the MBS, CMBS, and Mortgage ABS structured product assets and fixed income derivative positions for a $10+ billion private asset management firm specializing in S&P 500 enhanced index strategy. Integral in portfolio strategy, risk management, liquidity, trading and hedging for 30+ pension and endowment clients. Managed the MBS, CMBS, and Mortgage ABS structured product assets and fixed income derivative positions for a $10+ billion private asset management firm specializing in S&P 500 enhanced index strategy. Integral in portfolio strategy, risk management, liquidity, trading and hedging for 30+ pension and endowment clients.



Federal Home Loan Bank of Pittsburgh

• United States
• Banking
• 100 - 200 Employee

• Vice President Head of Investments / VP Assistant Treasurer / Portfolio Mangagement

  • Jun 1992 - Jul 1999

  Leader of the investment department for a $40+ billion wholesale bank including MBS, Treasury/Agency, ABS, and Liquidity Portfolios reporting directly to the CFO. Served in various capacities during seven-year tenure in asset management, agency debt funding, and balance sheet hedging. Instrumental in supporting bank growth from $9 billion to $40+ billion assets and building the treasury function with the Treasurer to enhance funding programs including derivative debt issuance and macro hedging activities. Show less