Experience

Catalyst Corporate Federal Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Senior Area Sales Manager

  • Jan 2022 - Present

  Plano, Texas, United States

• Senior Financial Solutions Consultant

  • Aug 2018 - Dec 2021

  Plano, Texas

• National Sales Executive

  • Jul 2012 - Jul 2018

  Responsible for the sell and marketing of all the financial products and services of Catalyst Strategic Solutions and Catalyst Corporate Federal Credit Union. Manages California, Arizon, Nevada, Oregon, Washington, Idaho, Utah, Hawaii and Alaska. Financial products offered are Asset/Liabiality Management, Advisory, Brokerage, and many other investment product and services.



Western Bridge Corporate FCU

• Business Development Account Executive

  • Jul 2009 - Jul 2012

  Manage and grow investment portfolios along with increase efficiencies through correspondent products and services for small to mid-size credit unions in Southern California. Building and review investment ladders to produce Net Interest Income and increase ROA for credit unions with assets up to $150 million dollars. Sell Bank CDs from SimpliCD and Corporate certificates Sell all correspondent services including but not limited to Check Collection, Visa payment and presentment, and… Show more Manage and grow investment portfolios along with increase efficiencies through correspondent products and services for small to mid-size credit unions in Southern California. Building and review investment ladders to produce Net Interest Income and increase ROA for credit unions with assets up to $150 million dollars. Sell Bank CDs from SimpliCD and Corporate certificates Sell all correspondent services including but not limited to Check Collection, Visa payment and presentment, and cash services. Managed 185 credit unions Worked closely with CEO's and CFO's to build an efficient strategy to include both investment and correspondent service products. Format and deliver sales and training education for staff and Board members. Enhance market strategies and monitoring sales activity Processes and analyze market trends and movement Work with multiple business units to enhance productivity Co-Created and implemented an on-line trading platform and laddering tool for Bank CDs Show less



WesCorp FCU

• Portfolio Manager

  • Sep 1997 - Jul 2009

  Co-managed $20 billion investment portfolio, primarily composed of asset-backed securities, to provide investment products to credit unions that pay competitive rates. Identified and capitalized on relative value opportunities within the fixed income markets Analyzed and executed trades that support portfolio strategy and optimize performance within policy and regulatory constraints Proactively analyzed existing portfolio structure, performance and sectors for value to enhance returns… Show more Co-managed $20 billion investment portfolio, primarily composed of asset-backed securities, to provide investment products to credit unions that pay competitive rates. Identified and capitalized on relative value opportunities within the fixed income markets Analyzed and executed trades that support portfolio strategy and optimize performance within policy and regulatory constraints Proactively analyzed existing portfolio structure, performance and sectors for value to enhance returns and recognize changing portfolio needs and market dynamics Collaborated with the investment team in managing the balance sheet by developing portfolio, funding, derivative and liquidity strategies Communicated routinely with members, board of directors and management team on capital markets, portfolio characteristics, strategy/tactics and economic conditions Coordinated the due diligence process for new and existing investments Built and maintained strong business relationships with investment dealers, traders and analysts Developed and presented investment education sessions for members, cross functional departments, regulatory agencies and board of directors

• Asset/Liability Manager

  • Jan 1993 - Aug 1997

  Managed Treasury Operations. Responsible for managing the investment process, including analyzing and purchasing fixed income investments, primarily all Agencies. Management of WesCorp's overnight/short-term funds. Executed all money market trades. Responsible for pricing WesCorp's Shares and Certificates.

• Investments Manager

  • Apr 1987 - Dec 1992

  Managed WesCorp's cashflows, spread, profitability, reserves and discretionary funds. Performed credit analysis on WesCorp's counterparties. Responsible for securitizing deposits for Treasury Tax and loan depositors.

• Financial Systems Assistant

  • Feb 1983 - Mar 1987

  Provide cash management and data processing support for the Finance Manager Operate the federal funds shares and Variable rate shares programs for WesCorp members.