- Conducted financial risk and asset/liability management (ALM) model validations and other ad hoc projects for commercial bank clients. - Consulted with clients to optimize ALM-related risk management and modeling processes. - Assessed ALM-related policies, procedures, models, and executive reporting packages. - Documented and presented findings and recommendations to share industry-best practices and to help ensure regulatory and internal policy compliance. - Oversaw multiple projects simultaneously to successful completion.

- Helped commercial bank clients identify, measure, monitor, and control financial risk.- Constructed and analyzed ALM financial forecasting models.- Document and present model results, potential exposures, and possible opportunities.- Developed and/or reviewed risk management tools ad hoc (e.g . deposit studies, budgets, & policies).- Worked closely with senior management and support staff to generate financial risk management tools.

- Diagnose, sell, and perform automotive repairs and services. - Inspect automobiles for compliance with the Massachusetts Vehicle Check Program.

- Led and supported S&S Examinations of Massachusetts chartered banks and fiduciaries. - Contributed to RM/S&S Reports of Examination independently and with the FDIC or the FRB.- Reviewed documentation and corresponded with management and support staff to ensure regulatory and internal policy compliance.- Documented and presented potential exposures, exam findings, and CAMELS ratings.- Conducted component risk management examinations (e.g. IR, credit, liquidity, & trust).- Attended multiple regulatory agency workshops (e.g. FDIC Financial Institution Analysis and CSBS Trust Examination).

- Supervised the operation of a retail banking facility. - Conducted and documented audits to ensure bank policy and regulatory compliance.- Accountable for sales, customer satisfaction, operational efficiency, and compliance targets. - Serviced and sold retail customers financial and insurance solutions. - Originated, assisted in processing, and closed consumer, small business, and mortgage loans.- Maintained a MA Producer's License in the accident, health, and life insurance lines of authority. - Maintained NMLS registration as a mortgage loan originator. - Provided signature guarantee and notary services to the general public.

- As an independent sub-contractor, performed worker's compensation insurance policy audits.- Reviewed potential exposures to ensure the policy premium was reflective thereof.

- Reviewed periodic reports of associate fund account analysts.- Coordinated independent reviews with audit agencies and client oversight departments.- Led a team in the execution of accounting for corporate actions.- Reviewed securities trading and inventory reports.- Reviewed and performed trial balance and account reconciliations.- Researched and processed outstanding exceptions for cash reconciliation.- Calculated the net asset value (NAV) for retail mutual fund pricing.