Jesse Avery
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Jesse Avery Email & Phone Number

Chief Financial Officer at Wheelhouse Credit Union
Location: San Diego County, California, United States 6 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Wheelhouse Credit Union
Role
Chief Financial Officer
Location
San Diego County, California, United States
Company size
482 employees

Who is Jesse Avery? Overview

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Quick answer

Jesse Avery is listed as Chief Financial Officer at Wheelhouse Credit Union, a company with 482 employees, based in San Diego County, California, United States. AeroLeads shows a matched LinkedIn profile for Jesse Avery.

Jesse Avery previously worked as VP Finance at San Diego County Credit Union and Director Of Treasury / Portfolio Manager (Head of Treasury) at Silvergate Bank. Jesse Avery holds Bachelor'S, Public Administration from San Diego State University.

Company email context

Email format at Wheelhouse Credit Union

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Wheelhouse Credit Union

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Profile bio

About Jesse Avery

Experienced Corporate Treasury Director with 17 years of progressive experience that is performance-driven, insightful, and self-motivated. Proven ability to manage all finance and treasury related function at a fast-growing financial institution, manage and lead a team, drive continual improvement, collaborate across the organization, and communicate to executives while exceeding expectations. Unique ability to interface with all levels of finance and treasury having managed the department at an institution that grew from a ~$300M private bank to a ~$16B publicly traded bank. Extensive experience in capital markets through various rate cycles and market conditions. Developed and implemented various balance sheet hedge strategies to manage interest rate, liquidity, and capital risk exposure while protecting earnings and fair value exposure against changes in market conditions.Leadership roles in liquidity risk management, investment portfolio management, capital risk management, interest rate risk management, asset and liability management, budgeting, and forecasting. Implemented various asset and liability management models, liquidity risk management programs, capital contingency planning, capital stress testing, investment and derivative strategies, deposit raising strategies, and internal/external partnerships in an onsite and remote work environment.

Current workplace

Jesse Avery's current company

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Wheelhouse Credit Union
Wheelhouse Credit Union
Chief Financial Officer
California, United States
Website
sdccu.com
Employees
482
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Company profile
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6 roles

Jesse Avery work experience

A career timeline built from the work history available for this profile.

Director Of Treasury / Portfolio Manager (Head Of Treasury)

Silvergate Bank

La Jolla, California

  • Managed and evolved all treasury related functions as the Head of Treasury at the Bank through a rapid growth period from a ~$300M private bank to a ~$16B publicly traded bank.
  • Managed FP&A. Prepared and presented budgets, periodic forecast, variance analysis, and segment profitability for individual cost centers and companies. Built and expanded the FP&A division and oversaw the transfer of.
  • Managed liquidity, interest rate risk, and capital based on Board of Director’s risk appetite. Including establishing and monitoring bank specific key risk and early warning indicators.
  • Managed a ~$12B investment portfolio consisting of various fixed income products that optimized returns based on strategic objectives of Executive Management and the Board of Directors.
  • Managed a ~$5B derivative portfolio of fair value and cash flow hedges consisting of interest rate caps, interest rate floors, and interest rate swaps.
  • Worked on various company initiatives that allowed the Bank to become and solidify its position as industry-leader for providing banking services to its digital currency customer base.
Mar 2021 - Jun 2023

Svp Finance Manager / Portfolio Manager (Head Of Treasury)

Silvergate Bank

La Jolla

  • Led the Asset Liability Committee (ALCO), Deposit Pricing Committee, and Investment Subcommittee.
  • Developed front line strategic, tactical, and day-to-day oversight of liquidity, capital, and interest rate risk management.
  • Prepared and supported various financial analytic reports including variance analysis, rate/volume, budget versus actual, net interest margin, and yield analysis.
  • Developed processes and controls around all treasury related reporting, including SEC public filings and other regulatory reports.
  • Managed consolidated liquidity position including daily monitoring and reporting to Executive Management.
  • Prepared the Bank’s Liquidity Contingency Plan, including monitoring key risk and early warning indicators.
Mar 2017 - Mar 2021
Team & coworkers

Colleagues at Wheelhouse Credit Union

Other employees you can reach at sdccu.com. View company contacts for 482 employees →

DV Doug Van Boening Doug Van Boening Colleague at Wheelhouse Credit UnionGilbert, Arizona, United States, United States View → EW Ethan Wingate Ethan Wingate Colleague at Wheelhouse Credit UnionSan Diego, California, United States, United States View → SC Sophia Chambers Sophia Chambers Colleague at Wheelhouse Credit UnionTemecula, California, United States, United States View → RD Rosendo Deynata Rosendo Deynata Colleague at Wheelhouse Credit UnionChula Vista, California, United States, United States View → JD Jonathan Diaz Jonathan Diaz Colleague at Wheelhouse Credit UnionSan Diego County, California, United States, United States View → MS Michelle Swope Michelle Swope Colleague at Wheelhouse Credit UnionEl Cajon, California, United States, United States View → JL Jenny Lu Jenny Lu Colleague at Wheelhouse Credit UnionSan Diego, California, United States, United States View → KT Kimberly Topuzes, Mba Kimberly Topuzes, Mba Colleague at Wheelhouse Credit UnionSan Diego, California, United States, United States View → LC Lance Chi Lance Chi Colleague at Wheelhouse Credit UnionSan Diego County, California, United States, United States View → TT Tony Therabsci Tony Therabsci Colleague at Wheelhouse Credit UnionSan Diego, California, United States, United States View →
1 education record

Jesse Avery education

FAQ

Frequently asked questions about Jesse Avery

Quick answers generated from the profile data available on this page.

What company does Jesse Avery work for?

Jesse Avery works for Wheelhouse Credit Union.

What is Jesse Avery's role at Wheelhouse Credit Union?

Jesse Avery is listed as Chief Financial Officer at Wheelhouse Credit Union.

Where is Jesse Avery based?

Jesse Avery is based in San Diego County, California, United States while working with Wheelhouse Credit Union.

What companies has Jesse Avery worked for?

Jesse Avery has worked for Wheelhouse Credit Union, San Diego County Credit Union, Silvergate Bank, and Wells Fargo.

Who are Jesse Avery's colleagues at Wheelhouse Credit Union?

Jesse Avery's colleagues at Wheelhouse Credit Union include Doug Van Boening, Ethan Wingate, Sophia Chambers, Rosendo Deynata, and Jonathan Diaz.

How can I contact Jesse Avery?

You can use AeroLeads to view verified contact signals for Jesse Avery at Wheelhouse Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Jesse Avery attend?

Jesse Avery holds Bachelor'S, Public Administration from San Diego State University.

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