Chuck Mersch, Cfa, Frm Email and Phone Number
Chuck Mersch, Cfa, Frm work email
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Chuck Mersch, Cfa, Frm personal email
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I am a finance and risk professional with international experience focused on leveraging data analytics across the organization to make decisions. My mission is to bring data-driven decision making to reality across the organization by encouraging a deeper understanding of what drives results. Taken the firm from hindsight to insight and foresight. Specialties: Data Analytics, Financial Analysis, Cost Benefit Analysis, Insurance, Portfolio Management, Valuation, Enterprise Risk Management, Financial Management, Solvency II, ORSA
First Security Bank & Trust
View- Website:
- 1stsecuritybank.com
- Employees:
- 92
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Chief Financial OfficerFirst Security Bank & TrustCedar Rapids, Ia, Us -
Vp Finance & AnalyticsGreenstate Credit Union Apr 2021 - PresentNorth Liberty, Iowa, Us -
Director, FinanceTransamerica Nov 2012 - Apr 2021Baltimore, Maryland, UsLead a team that oversees the budgeting, financial planning, analysis, & reporting of Transamerica's nearly $2 Billion in annual expenses and all sales.. In addition I oversee the reporting, planning, and analysis of Aegon's Global IT Organization's expenses. -
Risk ManagerTransamerica/Aegon N.V. Aug 2010 - Nov 2012The Hague, South Holland, NlDeveloped a global risk framework focused on risk strategy, risk tolerance setting, risk identification, and risk assessment in accord with Solvency II -
Adjunct LecturerMount Mercy University Aug 2010 - Mar 2011Cedar Rapids, Iowa, UsTaught graduate and undergraduate courses including Financial Management and Risk Management -
Associate, Leadership Development ProgramTransamerica Jun 2008 - Aug 2010Baltimore, Maryland, Us• Worked with the COO’s of 8 divisions to analyze possible consolidation opportunities within Document Creation, Management, and Delivery• Lead the partnership between AEGON/Transamerica and the Tippie School of Management on a market research project exploring a new distribution channel• Developed the cost-benefit analysis for a systems initiative with expected outlays of over $50 million• Project manager for expense savings initiatives within the company’s largest division, accounting for over $2 million in savings• Developed automation techniques for the Investments Division’s Performance Measurement Team• Attended weekly classes with company executives and outside consultants to further leadership, managerial, and professional capabilities -
Research Analyst & Portfolio Manager, Technology SectorHenry Fund - University Of Iowa 2007 - 2008Iowa City, Iowa, Us• Developed fully-integrated investment reviews, incorporating an extensive economic, industry, and company-specific analysis for a portion of the University of Iowa’s endowed portfolio• Provided industry research, proposed investment ideas and evaluated the ideas of the other managers -
It/Finance ArmMotorola 2007 - 2007Chicago, Illinois, Us• Managed development of a web-based interface to provide timely, accurate data for analysis and identification of cost savings opportunities within a multi-billion dollar expense account• Developed reporting metrics to track the progress and status of projects within the IT portfolio -
TsrsErnst & Young 2006 - 2006London, Gb• Audited controls of Fortune 500 companies for SAS 70 reports and Sarbanes Oxley 404 compliance• Analyzed and recommended changes of Disaster Recovery procedures for a Fortune 500 company -
ProgrammerRoss Marketing 1998 - 2005• Co-developed a “real-time” verification system with a .6% failure rate which increased productivity 50% and cut processing time 33%• Developed ASP pages to give supervisors access to statistics and quality assurance personnel the ability to look up sales analytics
Chuck Mersch, Cfa, Frm Skills
Chuck Mersch, Cfa, Frm Education Details
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The University Of Iowa Tippie College Of BusinessStrategy -
The University Of Iowa Tippie College Of BusinessMis
Frequently Asked Questions about Chuck Mersch, Cfa, Frm
What company does Chuck Mersch, Cfa, Frm work for?
Chuck Mersch, Cfa, Frm works for First Security Bank & Trust
What is Chuck Mersch, Cfa, Frm's role at the current company?
Chuck Mersch, Cfa, Frm's current role is Chief Financial Officer.
What is Chuck Mersch, Cfa, Frm's email address?
Chuck Mersch, Cfa, Frm's email address is ch****@****ica.com
What schools did Chuck Mersch, Cfa, Frm attend?
Chuck Mersch, Cfa, Frm attended The University Of Iowa Tippie College Of Business, The University Of Iowa Tippie College Of Business.
What are some of Chuck Mersch, Cfa, Frm's interests?
Chuck Mersch, Cfa, Frm has interest in Children, Education, Economic Empowerment.
What skills is Chuck Mersch, Cfa, Frm known for?
Chuck Mersch, Cfa, Frm has skills like Risk Management, Financial Analysis, Leadership, Portfolio Management, Valuation, Enterprise Risk Management, Analysis, Investments, Management, Insurance, Corporate Finance, Strategy.
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