Mark Debree, Cfa Email & Phone Number

Plano, Texas

Plano, Texas

Responsbilities focus on achieving revenue goals through product development, innovation, relationship management, and team building. Other primary duties include providing consulting services, public speaking, vendor negotiations, pricing, and proposal development.Ensure my group functions at a high level with a focus on client relationship management and meeting client needs though being responsive, innovation, and staff development. Working with senior managers on managing institutional risk exposures and business strategies to maximize earnings while managing overall risk expsoures.Responsible for research, development of new product offerings and servicesHighlighted Results:Invited to speak at NCUA Regional Capital Markets Specialist training session and FFIEC Capital Markets ConferenceEstablished and verified modeling results to obtain derivatives hedging authority for interest rate swaps, caps, and floorsImplemented full Monte Carlo Earnings at Risk and Value at Risk analysesDeveloped IRR program for subscribing corporate credit unionsQuoted in articles and magazinesHelped achieve revenue growth in excess of 400% in the past seven years

Plano, Tx

Responsbilities focus on directing team performance, consulting with clients, identifying and developing new product initiatives, managing the financial performance of the group, vendor negotiations, speaking at conferences, and developing proposals. Make sure my group functions at a high level and offering assistance as needed, pushing each team member to increase knowledge and understanding, and functioning as the public face of the group.I consult with CEOs and CFOs on managing risk exposures and business strategies to maximize earnings while managing overall risk expsoures.Responsible for research, development of new product offerings and servicesHighlighted Results:Helped start a derivatives hedging program using interest rate swaps, caps, and floorsImplemented full Monte Carlo Earnings at Risk and Value at Risk analysesDeveloped IRR program for subscribing corporate credit unionsQuoted in articles and magazinesDirected a group that has realized significant revenue of over 250% in the past four years

Plano, Tx

Managed a team that serviced over 200 credit unions with asset sizes ranging from $10 million to over $15 billion.I advised CEOs and CFOs on business strategies, risk management, and operating performance to maximize risk earnings while managing risk.I researched, developed and implemented mulitple new product offerings while also improving existing products and services.Highlighted Results:Authored articlesHelped create and develope a mortgage servicing rights valuation modelImproved ALM model validations, core deposit analysis, loan pool analysis, and ALM packages offered to clientsImplemented OAS pricing to portfolio mortgage loans, investments, and consumer loansCreated a "Board Package" report to summarize all modeling results into a few concise pagesAdded interest rate swap valuation into ALM analysis package

I will be helping out Cariloop and serving on their Advisory Board. I think Cariloop has a great model and plan and look forward to working with them as I can.

•Lead Senior ALM Analyst responsible for managing the largest credit union clients•Provided consulting services and operating performance and interest rate risk analysis to client credit unions•Evaluated risk and earning positions and responsible for presenting the results directly to CEOs and CFOs•Updated and back-tested mortgage and auto loan prepayment estimates•Trained new employees and problem solved issues regarding financial models and theory

•Provided performance and interest rate risk analysis and consulting services to client credit unions•Consulted with senior management regarding risk reports, balance sheet strategies, and economic conditions•Distributed monthly deposit rate guidance and generated quarterly peer statistics and trend reports•Managed and updated internally developed models and prepayment assumptions

Performed competitive and performance analysis for clients seeking financingMaintained client relationships and obtained necessary information from clients for analytical purposes

M.B.A, Finance

B.B.A, Finance