Jonathan Shulman

Jonathan Shulman Email and Phone Number

Independent Board of Directors | Governance, Risk & Financial Expert @ Westfield Bank
westfield center, ohio, united states
Jonathan Shulman's Location
Greater Cleveland, United States
Jonathan Shulman's Contact Details
About Jonathan Shulman

Financial Services Board Member with deep commercial banking experience. Former Treasurer of a large regional bank who also served in interim roles as a group executive, including director of investor relations, chief financial officer of a major line of business and director of financial planning & analysis. Board experience spans audit and risk committee roles, providing oversight to internal and external audit and to the governance of risk management programs. Proven ability for shifting culture and encouraging a more strategic approach to risk oversight. A high-integrity, relationship-centered individual with expertise across a broad range of banking skills, including:o Asset-Liability Management (Interest Rate Risk, Liquidity, Funding) and Balance Sheet Managemento Enterprise Risk Managemento Capital Stress Testing | Capital Planningo Regulatory Compliance o Investments and Hedgingo Debt & Equity Capital Market Transactionso Investor Relationso Rating Agency Relationso FP&A | Budgeting

Jonathan Shulman's Current Company Details
Westfield Bank

Westfield Bank

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Independent Board of Directors | Governance, Risk & Financial Expert
westfield center, ohio, united states
Website:
westfield-bank.com
Employees:
243
Jonathan Shulman Work Experience Details
  • Westfield Bank
    Board Member
    Westfield Bank Oct 2022 - Present
    Westfield Center, Ohio, United States
    Board ALCO Committee Chair, Board Loan Committee Member
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  • Berkshire Bank
    Board Member
    Berkshire Bank Feb 2020 - May 2023
    Greater Boston Area
    Risk & Capital Committee Chair, Audit Committee Member, Former Chair of Compliance Committee
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  • Keybank
    Executive Vice President & Treasurer
    Keybank Oct 2018 - Mar 2019
    Cleveland/Akron, Ohio Area
    Reporting to the Chief Financial Officer (CFO) and a member of the Finance Leadership Team, led a 45-person team of financial market and risk management professionals responsible for Interest Rate Risk, Liquidity Risk, Capital Planning, Investment Portfolio, Wholesale Funding, Derivatives Hedging, Funds Transfer Pricing, Resolution Planning and BOLI / COLI portfolio. Provided regular updates on strategies and risk management to executive leadership, banking regulators and board members.
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  • Keybank
    Executive Vice President & Assistant Treasurer
    Keybank 2014 - 2018
    Cleveland/Akron, Ohio Area
    Responsible for managing a team of 4 direct reports and a staff of 10 across all of Key’s financial market activities in coordination with enterprise-wide interest rate risk and liquidity planning. Additional responsibilities include BOLI / COLI portfolio and Resolution Planning. Reported to Treasurer.
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  • Keybank
    Senior Vice President, Director Of Financial Planning And Analysis
    Keybank 2013 - 2014
    Cleveland/Akron, Ohio Area
    Responsible for financial planning and forecasting processes for all business segments. Provided consolidated projections and in-depth analysis to executive management. Reported to CFO; led a staff of 22.
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  • Keybank
    Senior Vice President & Interim Chief Financial Officer Of The Community Bank
    Keybank Apr 2012 - Dec 2012
    Cleveland/Akron, Ohio Area
    Led financial management of Community Bank LOB (Consumer, Middle Market, Business Banking, Private Banking) including planning, forecasting & decision support. Coordinated presentation and communication of strategic plans, business reviews, incentive compensation plan design, board reporting. Reported to the Chief Financial Officer with 20 staff members and 5 direct reports.
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  • Keybank
    Svp & Assistant Treasurer | Dir - Asset Liability Mgmt. Derivatives Hedging, Investment Portfolio]
    Keybank 2006 - 2012
    Cleveland/Akron, Ohio Area
    Responsible for assessing interest rate risk using net interest income simulation analysis, Duration of Equity and Gap analysis. Coordinated hedging and investment strategies to achieve target risk position and manage to board-established risk tolerances. Reported to Treasurer with 12 staff members and 3 direct reports.
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  • Keybank
    Senior Vice President, Funds Management & Capital Planning
    Keybank 1994 - 2006
    Cleveland/Akron, Ohio Area
    Responsible for wholesale funding at bank subsidiaries and holding company, including issuance of long-term debt, hybrid capital, brokered CDs, common share and debt repurchases, money market borrowings and settlement of Federal Reserve account. Reported to Treasurer with 8 staff members and 2 direct reports.
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Jonathan Shulman Skills

Alm Interest Rate Risk Management Liquidity Management Hedging

Jonathan Shulman Education Details

Frequently Asked Questions about Jonathan Shulman

What company does Jonathan Shulman work for?

Jonathan Shulman works for Westfield Bank

What is Jonathan Shulman's role at the current company?

Jonathan Shulman's current role is Independent Board of Directors | Governance, Risk & Financial Expert.

What is Jonathan Shulman's email address?

Jonathan Shulman's email address is js****@****ank.com

What schools did Jonathan Shulman attend?

Jonathan Shulman attended Weatherhead School Of Management At Case Western Reserve University, Miami University, University Of Michigan, Shaker Heights High School.

What skills is Jonathan Shulman known for?

Jonathan Shulman has skills like Alm, Interest Rate Risk Management, Liquidity Management, Hedging.

Who are Jonathan Shulman's colleagues?

Jonathan Shulman's colleagues are Amy Smithberger, Debbie Parker, Trisha Carpenter, Roger Harsh, Sarah Jacob, Matthew Kilway, Scott Oboy.

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