Chief Financial Officer
CurrentBased on a professional firm's referral joined the Luminate Bank team, initially on a part-time basis, to help with the integration and transformation of the Bank's finance and accounting department to meet the strategic plans of the bank and its wholly-owned mortgage subsidiary Luminate Home Loans. With the significant growth of the Bank and its subsidiary, transitioned to a full-time role in December 2022 and have continued to lead the transition of the bank in preparation to exceeding $500 million in assets within the next two to three years. Manage all aspects of liquidity and interest rate risk management, financial accounting and reporting, regulatory liaison and reporting, income tax and shareholder reporting at the holding company level and insurance management. Also, key participant in the strategic direction of the Bank with other senior executive leadership and the Board of Directors of both the holding company and the bank.