Developed comprehensive financial plans for clients that incorporated investments, insurance and debt managementUtilized standard and Monte Carlo analysis to project financial plans and forecast outcomes via in-house softwareAnalyzed clients income, debt, and financial goals to make recommendations based on their specific situationsUpdated financial plans for over 100 clients and $3 million of assets under management, based on economic trends and market volatility

Performed offsite and onsite financial examinations of state chartered banksGathered and evaluated data pertaining to banks’ Capital, Earnings, Asset Quality, Liquidity, and Sensitivity to Market Risk levelsCommunicated examination comments to bank management and the board of directorsEnsured compliance with applicable laws and regulationsAssessed budgets and strategic plans created by bank management based on the size and structure of the bankExamined financial institutions with assets sizes of $100 million to $1 billionPerformed independent state exams and effectively collaborated during concurrent exams with the FDICCompleted three of five FDIC examiner schools including Asset Liability Management School