Seasoned financial services industry executive with over 32 years of experience. Professional history includes the repeated creation of significant increases in stockholder value at financial institutions. Experience in a variety of executive roles, including Chief Executive Officer, Chief Operating Officer, Chief Administrative Officer, and Chief Financial Officer. Key accomplishments include significantly enhancing core profitability and operations at multiple financial institutions. Considerable business generation also achieved at two financial institutions. Positions held have provided extensive experience in treasury management, SEC and regulatory reporting, capital markets, and strategic planning. Assignments throughout career have furnished a strong technical background in computer systems, interest rate risk management, tax planning, and financial analysis, complemented by over 30 years of managerial experience. Background also includes effectively accomplishing a range of strategic initiatives, from portfolio restructuring to two initial public offerings to the purchase and sale of multiple publicly traded companies.
B.B.A. from The College of William and Mary. M.B.A. from the University of California, Berkeley.