SUMMARY: Corporate banking and capital markets veteran and a holder of the Chartered Financial Analyst ("CFA") designation with formal credit training and experience in financial analysis, cash / treasury operations, financial modeling including 3, 5, and 7-year projections using both scenario and sensitivity analysis. Front office client-facing manager with institutional and high net worth retail investor relationships while also leading teams providing direct people management. Developer and nurturer of new product lines along with risk and compliance project management experience producing quantifiable results (see below).

Highlights:

• Compliance
• Account Reconciliation
• Billing
• Financial Management
• Financial Modeling
• Investment Management
• Phoenix
• CFA
• Treasury