Experience

PenAir Credit Union

• United States
• Banking
• 100 - 200 Employee

• AVP Finance & Treasury

  • 2015 - Present

  Pensacola, Florida, United States Lead a highly successful team that is responsible for the oversight and management of the financial and monetary aspects of the Credit Union, including cash flow, liquidity, funding, strategy, and relationships with related institutions. Involved in capital planning, debt management, and creating strategies to optimize the Credit Union’s spending and budgeting. Directly responsible for managing a $1.3 billion investment portfolio.

• ALM / Investment Specialist

  • Aug 2012 - 2015

  pensacola, florida area Manage the investment portfolio for a $1.2 billion credit union. Report to the CEO and Asset / Liability Committee on a monthly basis an update of the risk profile of the credit union.



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Real Estate

  • Jul 2008 - Aug 2012

  Responsible for the relationship management and underwriting of the Home Builder Finance line of business for the Little Rock, AR, Jackson, MS, and Memphis, TN markets.



Morgan Keegan

• Fixed Income Capital Markets

  • Jun 2003 - May 2008

  Memphis, TN Bond Accounting, Research, Dealer Sales.