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
Sweeney Adv
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Sweeney AdvNaples, Florida, United States
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President & CeoSweeney Advisers Jul 2024 - Present
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Managing DirectorChatham Financial 2010 - Jul 2024Kennett Square, Pa, UsVirtual TreasurerInvestment Portfolio ManagementTreasurySecuritiesWholesale fundingDerivatives Hedging -
President & CeoDavid J. Sweeney Consulting 2009 - 2010Financial Institution Advisory* Interest Rate Risk* Liquidity Risk* Credit Risk
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Evp - Treasurer And Chief Investment OfficerOrion Bank 2006 - 2009Managed $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
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SvpFifth Third Bank 2005 - 2006Cincinnati, Ohio, UsInterest rate derivatives marketing and salesFocused on: Commercial Loan Customers -
Evp - Treasurer And Chief Investment OfficerFnb Of Florida 2003 - 2006Managed $1 billion investment security portfolioManaged over $1 billion in wholesale fundingInterest rate risk measurement and managementLiquidity risk managementHedging
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PrincipalErnst & Young Llp 1989 - 2003London, Gb
David J. Sweeney Education Details
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Penn State UniversityAccounting -
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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