Leon Davis Email & Phone Number

Albuquerque, NM, US

Houston, Texas, US

A key member of the Executive Management team and Chairman of ALCO for this $225 million state chartered credit union. Chairman CECL implementation committee. Chairman RFP committee. Responsible for the investment portfolio, asset/liability, liquidity and cash management, cost control, budgeting, and contract negotiation, review and mitigation..

Pittsburgh, PA, US

A federally chartered credit union with operational and staff deficiencies. Hired with the objective to implement positive change. Developed a Board and NCUA approved Action Plan designed to increase loans and quality net income, decrease expenses, enhance the member experience, improve the relationship with two of the main Employee Groups: University of.

• A strategic visionary hired to manage this "troubled" credit union that was struggling with many operational and financial deficiencies. Highly successful collaborator with the Board of Directors, Management, Staff and.
• Reengineered staff & developed a highly successful plan to engage staff at all levels to increase efficiencies;
• Created a capable, productive and highly engaged senior management team;
• Renegotiated all contracts and agreements - saved the credit union over $500k;
• Lead conversion of the Core Processor-increased efficiencies while lowering monthly cost by over $5k;
• Authored a Board-approved Action Plan sanctioned by the Virginia SCC – Bureau of Financial Institutions;

• Oversaw Accounting & Finance, data processing, ALM, budgeting, strategic planning, regulatory reporting, forecasting, investment portfolio, compliance, IT, examiner/auditor communication, and credit card services;
• Established, monitored, and enforced policies and procedures to ensure safe and sound business practices;
• Prepared analysis of financial projections for new products, branch opening/closing, capital expenditures and expenses;
• Chairman of ALCO;
• Developed and implemented the Risk-Based Pricing program which helped to increase loans 33%;
• Implemented a plan that helped decrease expenses 20% within 2 years;

Evaluate the operations and risk factors associated with credit unions with assets $5M to $1Billion;Review lending process and decisions and ensured compliance with laws and regulations;Review findings of examination with management and directed corrective action;Assess the risk and performance of the credit union's investments;Reason for leaving.

Buffalo, New York, US

Managed a large volume of complex accounts;Series 7, 63 and 24 NASD licenses;

• Started up and managed department in a $200 billion multinational financial services organization;
• Through analysis and market research brought in over 2000 non proprietary mutual funds for the sales staff;
• Developed policies, procedures, internal controls, and vendor relationships;
• Responsible for the accurate and timely investment calculation of over 100 mutual funds;
• Negotiated contract with Morningstar Corp. saving Pru Retirement Services > $400,000;
• Designed a Risk/Reward Spectrum that was utilized by the Prudential and helped to increase sales

Experienced industry hire Examined commercial banks with assets ranging from $10 million to $5 Billion.Reviewed and risk weighted commercial, business and consumer loans to determine the quality of loan review

Institutional Bond SalesDoubled sales revenue each year and exceeded personal sales goals 1988 – 1992;Obtained 2 of the largest mutual fund and insurance companies in the industry as clients;Promoted to Asst. VP in 1988 becoming the youngest in this $2 Billion bank’s history.

Bachelor’S Degree, Economics

3 Classes Short Of Mba, Mba

One Of The Premier Private College Prep Schools In The Northeast

Level Ii Cfa, Completed Advanced Level Finance And Investment Courses Assoc. Of Investment Management & Research