David J. Sweeney

David J. Sweeney Email and Phone Number

Sweeney Advisers @ Naples, Florida, United States
Naples, Florida, United States
David J. Sweeney's Location
Naples, Florida, United States, United States
About David J. Sweeney

Helping take the pressure off of community bank/thrift/credit union CFOs by providing professional treasury advisory support.Contact me to find out more at DJSweeney.DJSC@gmail.comMy Background and Experience:• Investment Portfolio Management• Contingency funding plan - managed liquidity at a community bank during real world liquidity crisis• Derivatives advisory - mainly focused on interest rate and foreign exchange products • Deep understanding of Hedge Accounting• Financial Institution - interest rate risk management• Financial Institution - liquidity risk management• Strategic Planning and Capital Raising• Financial Forecasting, Budgeting and Reporting – SEC, GAAP and Regulatory• Ernst & Young, LLP – 14 year career• Chatham Financial – 14 year careerSpecialties: Fixed Income Securities;Derivatives;Asset & Liability Management;Interest Rate Risk Management;Liquidity Risk Management; and Loan Pricing Models

David J. Sweeney's Current Company Details
Sweeney ADV

Sweeney Adv

Sweeney Advisers
Naples, Florida, United States
David J. Sweeney Work Experience Details
  • Sweeney Adv
    Sweeney Adv
    Naples, Florida, United States
  • Sweeney Advisers
    President & Ceo
    Sweeney Advisers Jul 2024 - Present
  • Chatham Financial
    Managing Director
    Chatham Financial 2010 - Jul 2024
    Kennett Square, Pa, Us
    Virtual TreasurerInvestment Portfolio ManagementTreasurySecuritiesWholesale fundingDerivatives Hedging
  • David J. Sweeney Consulting
    President & Ceo
    David J. Sweeney Consulting 2009 - 2010
    Financial Institution Advisory* Interest Rate Risk* Liquidity Risk* Credit Risk
  • Orion Bank
    Evp - Treasurer And Chief Investment Officer
    Orion Bank 2006 - 2009
    Managed $400 million investment portfolio and over $1 billion in wholesale funding.Managed budget and forecasting processMaintained loan pricing modelEstablished deposit pricingInterest rate risk measurement, management and strategy developmentContingency funding plan activated and implemented
  • Fifth Third Bank
    Svp
    Fifth Third Bank 2005 - 2006
    Cincinnati, Ohio, Us
    Interest rate derivatives marketing and salesFocused on: Commercial Loan Customers
  • Fnb Of Florida
    Evp - Treasurer And Chief Investment Officer
    Fnb Of Florida 2003 - 2006
    Managed $1 billion investment security portfolioManaged over $1 billion in wholesale fundingInterest rate risk measurement and managementLiquidity risk managementHedging
  • Ernst & Young Llp
    Principal
    Ernst & Young Llp 1989 - 2003
    London, Gb

David J. Sweeney Education Details

  • Penn State University
    Penn State University
    Accounting
  • Central Catholic High School
    Central Catholic High School

Frequently Asked Questions about David J. Sweeney

What company does David J. Sweeney work for?

David J. Sweeney works for Sweeney Adv

What is David J. Sweeney's role at the current company?

David J. Sweeney's current role is Sweeney Advisers.

What schools did David J. Sweeney attend?

David J. Sweeney attended Penn State University, Central Catholic High School.

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