David Kellerman Email & Phone Number

Buena Park, Ca, Us

Previously - Senior Associate

Las Vegas, Nv, Us

Previously VP Finance

Henderson, Nevada, Us

Previously at UNLV and Kent State University

Responsible for financial management including earnings, internal and external financial reporting, asset / liability and investment management. Chair of Asset / Liability Committee. Nevada Commerce Bank is a growing $200 million community bank. Within first six months, improved revenues by $500,000 through improved liquidity and investment management techniquesImproved interest rate risk management and employed strategies that created over $600,000 in annual income to mitigate impact of falling interest ratesIncreased liquidity sources from $20 million to over $75 million Implemented bank-wide risk management process

Responsible for financial management including earnings and margin management, internal and external financial reporting, asset / liability and investment management. Chair of Asset / Liability Committee. Business Bank was a rapidly growing $490 million community bank with 7 banking centers with over 100 employees in Nevada prior to its sale to City National Bank.Within first six months, improved revenues by $1 million through improved liquidity and investment management techniquesIdentified capital needs for continued asset growth in excess of 20% and completed the acquisition of over $10 million in qualifying capital through trust preferred securities common stock private placementImproved interest rate risk management, internal management reporting, board financial reporting and budgeting systemsIncreased liquidity sources from $20 million to over $250 million

Responsible for Merger and Acquisition analysis, Internal Management and Shareholder Reporting, Regulatory filings and tax records and preparation. Second Bancorp was a $2.1 billion, publicly traded, financial holding company headquartered in Northeast Ohio prior to its sale to Sky Financial Group. Achieved an 11% compounded annual growth rate ("CAGR") in assets, growing from $350 million to $2.1 billionGenerated CAGR in total shareholders' return on investment in excess of 10%Directed Strategic Planning process, identifying core competencies, industry trends and opportunities to maximize business and financial achievementSuccessfully acquired three Financial Institutions, one Insurance Affiliate and numerous stand-alone banking centersDeveloped entire scope of reporting requirements encompassing federal regulatory and entire spectrum of SEC filings, including a public offering of securities

Responsible for financial management including earnings and margin management, internal and external financial reporting, asset / liability and investment management as well as oversight of operations (Data Processing, Deposit and Loan Operations) and administrative functions (Marketing, Human Resources, Facilities Management) encompassing over 100 employees. Chair of Asset / Liability, Investment and Products & Pricing Committees. Second National was a profitable $2.1 billion regional community bank with 33 banking centers with over 600 employees in Northeast Ohio. Developed improved financial reporting tools through implementation of asset / liability, profitability and forecasting systems, significantly improving management assessment capabilitiesMinimized interest rate risk while optimizing net interest margin through use of simulation and duration management techniquesManaged $600 million investment portfolio achieving investment returns consistently ranking in the second highest quartile of peer performance with lower comparative duration riskSuccessfully managed risk inherent with $2 billion mortgage servicing portfolioNamed to lead new Deposit Generation and Retention line of business and increased average core deposits by 52% over the last two years

London, Gb

Responsibilities included supervision of staff auditors, planning and performing detail audit work. Earned CPA degree while experiencing SEC and Banking related Audit workGained knowledge of Audits involving Manufacturing, Aircraft and Construction material industries

Mba

Ba, Accounting

Degree, Controllership Section