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About Us
Background
Specialized knowledge and technical skills backed by more than 21 years of experience in banking, financial
applications, software models, and consulting services with an emphasis on asset-liability management, internal
audit, investments, operations, profitability analysis and risk, and vendor oversight management..
Specialized knowledge and technical skills backed by more than 21 years of experience in banking, financial
applications, software models, and consulting services with an emphasis on asset-liability management, internal
audit, investments, operations, profitability analysis and risk, and vendor oversight management..
Model Validation and Certification Experience
QRM BancWare 5.x Bancware 4.x OPS Compass (PlanSmith) Baker
Sendero SVAL BPS/Album ProfitStars PPS ZMFS HNC/FTI
Foresight Risk Analytics Darling-BASIS FTP Vantage Olson
QRM BancWare 5.x Bancware 4.x OPS Compass (PlanSmith) Baker
Sendero SVAL BPS/Album ProfitStars PPS ZMFS HNC/FTI
Foresight Risk Analytics Darling-BASIS FTP Vantage Olson
Industry Participation
Author - Auditing and Validating Asset/Liability Management Models
Author - Internal Auditor Desk Reference 2nd Edition
Board of Directors Member - Financial Managers Society
Chair- Financial Managers Society Risk Management Council
Financial Managers Society Top-Rated Speaker, seminar instructor and webinar instructor
The Institute of Internal Auditors Member
Editorial Advisor for the Internal Auditor Alert
Professional participation and affiliation with:
Bank Treasury and Risk Financial Management Risk, Regulation & Reporting
ISACA Professionals iSixSigma Network
Financial Risk Management Network ALM-Banking Buisness
Risk Managers Community Bank Group
LinkedEd & writers Banking Connects
Chief Financial Officer (CFO) Network Banking Careers
Consultants Network Worldwide Management Consultants
Business Process Development Business Analytics
JobAngels University of Georgia (UGA) Alumni Group
Green Modern Analyst
Author - Auditing and Validating Asset/Liability Management Models
Author - Internal Auditor Desk Reference 2nd Edition
Board of Directors Member - Financial Managers Society
Chair- Financial Managers Society Risk Management Council
Financial Managers Society Top-Rated Speaker, seminar instructor and webinar instructor
The Institute of Internal Auditors Member
Editorial Advisor for the Internal Auditor Alert
Professional participation and affiliation with:
Bank Treasury and Risk Financial Management Risk, Regulation & Reporting
ISACA Professionals iSixSigma Network
Financial Risk Management Network ALM-Banking Buisness
Risk Managers Community Bank Group
LinkedEd & writers Banking Connects
Chief Financial Officer (CFO) Network Banking Careers
Consultants Network Worldwide Management Consultants
Business Process Development Business Analytics
JobAngels University of Georgia (UGA) Alumni Group
Green Modern Analyst
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