Vice President
CurrentPaul works with community financial institutions and municipalities in the design and implementation of key investment and asset/liability strategies. Paul helps clients in a broad range of areas including;• Portfolio strategies• Policy review • Evaluation of interest rate risk and duration exposure• Exam preparation• Liquidity management • Funding strategies• ALCO & Board Education • Strategic planningWith over 20 years of banking industry experience, his experience with balance sheet management has proven to be instrumental in helping financial institutions develop specific portfolio strategies. Through effective investment instrument selection he has helped financial institutions maximize their earnings and performance while meeting the overall risk management needs of their institution.Paul’s focus is to develop strategies that build long-term shareholder value.He is a registered representative and municipal advisor with the Financial Industry Regulatory Authority, Inc. (FINRA) and holds Series 7, 50, 52 & 63 Securities Licenses.