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Accomplished leader with strong track record of performance in the banking and financial services industry, specializing in credit union management and operations. A known problem-solver who has worked with troubled credit unions and resolved complex issues. Possesses superior interpersonal skills, and able to motivate staff to peak performance. Investment Management Financial Reporting Asset/Liability Management Accounting
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ControllerDover Federal Credit UnionPhiladelphia, Pa, Us -
ControllerDover Federal Credit Union Jul 2024 - PresentDover, Delaware, Us -
Director Of Accounting/ControllerAbco Fcu Jul 2009 - Apr 2024NATURAL PERSON CREDIT UNION SERVING SOUTHERN NEW JERSEY WITH $250MILLION IN ASSETS Oversee the day to day accounting operations with a staff of three.Manage the $100million investment portfolio of the credit union.Responsible for the financial reporting to the Board of Directors as well as to the NCUA.Provide the monthly ALM Modeling and Budgeting to the ALCO and Board of Directors.Serve as the Chairperson of the ALCO as well as serving as Secretary of the Board of Managers for the credit unions' CUSO. -
Owner/ConsultantCu Assist, Llc Mar 2009 - Dec 2009Company designed to assist credit unions in need.Worked with Four Sixteen FCU as Acting Manager until a merger partner could be found. Provided management of day to day operations as well as investment portfolio and general ledger.Worked with Motion FCU as interim Branch Manager after the merger with Four Sixteen FCU
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Senior Business ConsultantMembers United Corporate Fcu Feb 1998 - Dec 2008Corporate Credit Union specializing in wholesale financial services to natural person credit unions with $13 Billion in assets and approximately 400 employeesProvided business development through solicitation of natural person credit unions to purchase services and investments as well as supplying product cost analysis, presentations and demonstrations for credit union boardsManaged 130 accounts in Pennsylvania, New Jersey and Delaware as well as development of new business in these areasSurpassed monthly goals for product sales by an average of 57% in 2008 and developed and maintained the Pennsylvania territory in spite of strong competitionManaged successful conversion and training of all credit unions in given area to electronic deposit processing from paper systems
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Controller/ ManagerAcco Princeton Federal Credit Union Dec 1991 - Feb 19983 employees and $13 million in assetsProvided management of daily operations including accounting functions, general ledger and investment portfolio maintenanceCreated financial statements and reporting for the National Credit Union AdministrationInstrumental in the growth of the credit union from $7 million in assets to $13 million through management of computer and data processing system upgrade and initiating the Share Draft and ATM programs
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Assistant Branch ManagerAmerifederal Savings Bank Mar 1988 - Dec 1991
Nelson Graf Skills
Nelson Graf Education Details
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La Salle UniversityMarketing/Management -
George Washington High SchoolAcademic
Frequently Asked Questions about Nelson Graf
What company does Nelson Graf work for?
Nelson Graf works for Dover Federal Credit Union
What is Nelson Graf's role at the current company?
Nelson Graf's current role is Controller.
What is Nelson Graf's email address?
Nelson Graf's email address is gr****@****bco.org
What is Nelson Graf's direct phone number?
Nelson Graf's direct phone number is (800) 225*****
What schools did Nelson Graf attend?
Nelson Graf attended La Salle University, George Washington High School.
What skills is Nelson Graf known for?
Nelson Graf has skills like Banking, Credit Unions, Finance, Financial Services, Financial Analysis, Investments, Accounting, Financial Reporting, Credit, Executive Management, Cash Management, Management.
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