Our Featured Impact Players

Chief Lending Officer

EXECUTIVE SUMMARY

Process driven and customer focused Banking Professional. His extensive accomplishments include designing, leading, and managing large, complex lending programs that reduce risk, streamline operations, and drive growth to produce business-critical outcomes and yield high-impact results in the banking industry.

PROFESSIONAL EXPERIENCE

Has held dual roles as CLO and Market President – Core Middle Market and Private Banking

RESPONSIBILITIES

Expertise with loan approval, credit worthiness, value-based & solution selling, new market development and client financial advisement. Directed the lending function for a $1.5 B portfolio. Set new benchmarks for success, with past dues consistently below .60%, less than $25 M in watchlist credits and consistent underwriting of CRE deals up to $50 M. Achieved loan growth rates in excess of 10% with nominal past dues, NIM of over 4% with Cost of Funds at 11 basis points.

Candidate ID...

Chief Investment Officer, CFA

EXECUTIVE SUMMARY

Chief Investment Officer with over 20 years of investment experience. Results-driven investment professional who delivers superior risk-adjusted return in markets. Skilled at cultivating and servicing high net-worth individuals and institutional relationships. He has successfully managed and grown an investment management firm.

PROFESSIONAL EXPERIENCE

Experience includes Chief Investment Officer, Senior Portfolio Analyst, Portfolio Manager, and Senior Equity Analyst.

RESPONSIBILITIES

Managing all-capital global investment portfolios in developed and emerging markets. Effective presenter at investment conferences. Senior research analyst on a six-person team managing the $1.4 B FPA Crescent mutual fund and the related $400 M FPA Hawkeye Hedge fund focused on mid-large capitalization global securities.

Candidate ID # 17489
Senior Commercial Credit Officer
EXECUTIVE SUMMARY 

Commercial Credit expert with 15+ years of credit related banking experience. Excellent communication skills, strong analysis and underwriting expertise, along with management experience.

PROFESSIONAL EXPERIENCE

Senior Vice President & Senior Credit Officer. Formerly, Vice President Portfolio Manager, Vice President Credit Commercial Underwriting Manager/Underwriter, Credit Officer, Sr. Business Banking Credit Analyst/Underwriter, Assistant Vice President Commercial Underwriting.

RESPONSIBILITIES

Assisting Loan Officers in structuring loan transactions and approving credit in consumer, commercial and indirect (auto) loan requests. Supervises Credit Analysts and Portfolio Managers. Prepares underwriting analysis and drafts and revises credit policies, product guidelines and procedures.

CANDIDATE ID # 17491
Chief Risk Officer

EXECUTIVE SUMMARY

Experienced banker that has successfully overseen all aspects of risk, including credit, strategic direction, IT, and operations. Expertise in balance sheet management and financial modeling.

Provides consultation and analysis to business owners in support of strategic decision making. Increased annual net interest income by $3mm by implementing back test and validation processes for asset liability modeling.

PROFESSIONAL EXPERIENCE

Executive Vice President & Chief Risk Officer for $5 billion + bank.

Formerly Vice President of Advisory Services, and President and CEO of a community bank.

RESPONSIBILITIES

Providing consultation and analysis to business owners in support of strategic decision making. Serves as a member of the Executive Leadership Team. Participates in cross-functional project teams as a representative from risk.

Candidate ID # 9342945199