PROFESSIONAL SUMMARY Dedicated senior strategic leader with an extensive knowledge of financial planning and analysis, risk management, investment management, compliance, accounting and strategic planning. Subject-matter expert with 18 years in financial services. Innovative business leader with MBA, background includes successful management of teams. Strategic and conceptual thinker generates new ideas and initiates change. Results-driven works judiciously and methodically to achieve and exceed company-mandated goals. Thrives on a challenge critically scrutinizes and evaluates fiscal statements, liabilities, and responsibilities. Politically savvy effective communicator and negotiator develops relationships with all levels.

Highlights:

• Financial Planning
• Risk Management
• Financial Modeling
• Forecasting
• Leadership Management
• Relationship Management
• Management
• Banking Industry
• Commercial Lending
• Wealth Management
• Insurance