EXPERIENCE INCLUDES

• In charge of all finance, accounting and operations functions for de novo institution that was initially capitalized with $35 million and grew to $220 million
• Responsible for credit card program encompassing small business, consumer and corporate card programs
• Extensively involved and responsible for multiple phases of bank development through merger and conversion process
• Managed Financial Services, Information Technology/Network Administration, Branch Operations, Card Services, Cash Management Operations, Compliance, BSA, Branch Operations, Electronic Banking, Human Resources, Loan Operations, Vendor Management, Secrecy and Security
• Vendor contract negotiations, management of contracts and relationships for all phases of bank operations with contracts ranging up to $2 million over a 5-year period. Maintaining vendor agreements, privacy and financial reporting
• Development, implementation and testing of disaster/recovery policy, testing schedule and test scripts, resulting in board reporting
• Risk management assessment processes for vendors, information security, technology, BSA, remote deposit capture and operational processes
• Responsible for all finance, accounting and operations functions for a multi-location institution with growth in excess of 20% per year, assets growing from $150 million to $700 million, and coordinating extensive budgeting, project development and acquisition, general ledger oversight
• Development and implementation of comprehensive Compliance Management System, including Community Reinvestment Act (CRA) Plan development, monitoring and reporting
• Development and implementation of bank wide Disaster Recovery Program and corresponding testing and training
• Oversight of Wealth Management Department, conversion of Trust/Investment Management core system, development and implementation of policies, procedures, standards and guidelines for Trust/Investment management operations
• Member of Executive Committee, jointly responsible for Strategic Planning and implementation throughout all processes in the bank
• Project focus on bank conversions, Audit, Project Management, Loan Operations Department Development and efficiency review, SSAE 16 documentation and business process development
• Served as Treasurer and Board Member, WesPay Board

CONSULTANT OVERVIEW