Richard Lesher, Cfa

Richard Lesher, Cfa Email and Phone Number

20 years spanning Banking, Financial Services, and Investment Management. Post civilian career in the US Army Reserves includes Military Intelligence Analyst and currently Logistical Officer. @ United States Army Reserve
Richard Lesher, Cfa's Location
San Jose, California, United States, United States
Richard Lesher, Cfa's Contact Details

Richard Lesher, Cfa personal email

About Richard Lesher, Cfa

Richard Lesher, Cfa is a 20 years spanning Banking, Financial Services, and Investment Management. Post civilian career in the US Army Reserves includes Military Intelligence Analyst and currently Logistical Officer. at United States Army Reserve. He possess expertise in financial analysis, finance, leadership, process improvement, budgets and 5 more skills.

Richard Lesher, Cfa's Current Company Details
United States Army Reserve

United States Army Reserve

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20 years spanning Banking, Financial Services, and Investment Management. Post civilian career in the US Army Reserves includes Military Intelligence Analyst and currently Logistical Officer.
Richard Lesher, Cfa Work Experience Details
  • United States Army Reserve
    S4 - Supply - Officer In Charge
    United States Army Reserve Aug 2024 - Present
    Fort Liberty, Nc, Us
  • United States Army Reserve
    Executive Officer: Deployment And Distribution Operations
    United States Army Reserve Jan 2020 - Jul 2024
    Fort Liberty, Nc, Us
  • United States Army Reserve
    Company Commander
    United States Army Reserve Oct 2017 - Jan 2020
    Fort Liberty, Nc, Us
    • Company Commander - manage 170 subordinate soldiers and $53,000,000 in equipment. • Direct, plans and manages units engaged in the production, acquisition, receipt, storage, issue and distribution of equipment, repair parts, fortifications and construction material, and general supplies. • Make sure equipment, materials and systems are available and functioning for missions supporting Soldiers and units in field services, aerial delivery, and material and distribution management.• Commanding and controlling quartermaster operations and combined armed forces during land combat.• Coordinate employment of quartermaster Soldiers at Company and Platoon levels.
  • United States Army Reserve
    Quartermaster Officer
    United States Army Reserve May 2015 - Oct 2017
    Fort Liberty, Nc, Us
    • Oversee 35 subordinate soldiers, and $3,000,000 in equipment. • Direct, plans and manages units engaged in the production, acquisition, receipt, storage, issue and distribution of equipment, repair parts, fortifications and construction material, and general supplies. • Make sure equipment, materials and systems are available and functioning for missions supporting Soldiers and units in field services, aerial delivery, and material and distribution management.• Commanding and controlling quartermaster operations and combined armed forces during land combat.• Coordinate employment of quartermaster Soldiers at Company and Platoon levels.
  • United States Army Reserve
    Military Intelligence Analyst
    United States Army Reserve Mar 2011 - May 2015
    Fort Liberty, Nc, Us
    • Prepare all-source intelligence products to support the combat commander. • Provide support to the Intelligence, Surveillance, and Reconnaissance (ISR) Synchronization process. • Receive and process incoming reports and messages. • Provided written analytical assessments while overseas participating in a USFK Theatre Level exercise.• Analyzed and produced multiple intelligence products on high priority strategic targets in support USFK J2.• Establish and maintain systematic, cross-reference intelligence records and files. • Integrate incoming information with current intelligence holdings and prepared and maintain graphics. • Conduct IPB using information from all sources.
  • City Of Sunnyvale
    Personnel Board Member - Vice Chair (Vc As Of Oct 2024-Current)
    City Of Sunnyvale Mar 2022 - Present
    Sunnyvale, Ca, Us
    Board Members advise City Council and the City Manager in matters pertaining to personnel administration.
  • Self-Employed
    Financial (Economic) Valuation Consultant – Military Careers
    Self-Employed Jan 2022 - Present
    Net Present Valuation (NPV) calculation and analysis of military career potential and financial (economic) opportunity lost from loss of employment and benefits opportunity caused by no fault of the Service Member.
  • Santa Clara Vanguard
    Treasurer/Board Member
    Santa Clara Vanguard Sep 2005 - Oct 2012
    Santa Clara, Ca, Us
    • Provide business guidance, investment portfolio analysis, and consultation of financial controls and reporting for $8 million dollar operation. • Establish accounting manual and accounting procedures to ensure compliance with GAAP. • Developed/Implement operational accounting policies such as the Investment Policy, and staff use of cash accounts.• Retained new CPA relationship for the organization, and execute operational audit. Oversee bookkeeping entries of two employees, and compile financial reporting to the Board of Directors. • Ensure organizational solvency and oversee liquidity needs of operations. Evaluate financing options of capital expenditures. • Ensure Directors manage within operating budget.
  • Meriwest Credit Union
    Sr. Financial Analyst
    Meriwest Credit Union Apr 2009 - Sep 2011
    San Jose, California, Us
    • Develop and maintain profitability models for deposits, consumer lending, and real estate lending.• Ad hoc business analysis for miscellaneous projects including new consumer products, branch growth, real estate initiatives, and hedging strategies for lending opportunities. • Month End closing and reporting for $100 million investment portfolio.
  • Wachovia
    Avp - Financial Consultant
    Wachovia Jul 2007 - Jul 2008
    San Francisco, California, Us
    • Administer financial reporting and investing activates for publicly traded Real Estate Investment Trust, and subsidiaries of Wachovia Bank. • Duties include coordination of board meetings, responding to investor inquires, reconciling accounting entries, and researching variances.• Enter and review accounting journal entries for publicly traded Real Estate Investment Trust. Daily review of asset compliance tests for Security Exchange requirements. Arrange investment execution of assets for Real Estate Investment Trust. Produce daily financial variance reports for subsidiary entities of Wachovia Bank.
  • Addison Ave. Federal Credit Union
    Sr. Financial Analyst
    Addison Ave. Federal Credit Union Jul 2004 - Jul 2007
    • Maintain and update Asset Liability Model, and provide reporting analysis for Asset Liability Committee.• Oversee $200 million fixed income investment portfolio. Due diligence for investment selection of Fixed Income securities. Recommend and execute portfolio allocations.• Implemented Fixed Income Investment Portfolio Accounting software conversion resulting in 70% reduction in vendor fees and improved functionality.• Develop and maintain profitability models for deposits, consumer lending, and real estate lending.• Ad hoc business analysis for miscellaneous projects including new consumer products, branch growth, real estate initiatives, and hedging strategies for lending opportunities.
  • Union Bank Of California
    Financial Analyst
    Union Bank Of California 2000 - 2004
    San Francisco, Ca, Us
    • Designed and developed reporting databases; centralized and standardized new business acquisition and lost business reporting. • Collaborated with division analysts and assist in annual budgeting and quarterly re-forecasting for $120 million in revenues• Produce monthly financial reporting packages for Sr. Management and Business Unit Managers within entire division. • Produce monthly variance analysis at month-end close to identify and address problematic trends
  • Wells Fargo Bank
    Teller, Project Coordinator/Manager, Marketing Analyst
    Wells Fargo Bank Feb 1993 - Jul 2000
    San Francisco, California, Us
    Worked my way through college as a Bank Teller. Graduated, became a Project Coordinator for ATM Technology Development. From there moved to Business Banking ATM project management. I found an interest in quantitative and financial analysis and moved to the Consumer Checking Division as a Marketing Analyst. Finished my second Bachelor’s Degree (Finance), and moved to Union Bank of California from there.

Richard Lesher, Cfa Skills

Financial Analysis Finance Leadership Process Improvement Budgets Project Management Program Management Management Marketing Analysis

Richard Lesher, Cfa Education Details

  • Golden Gate University
    Golden Gate University
    Finance
  • South Bay Regional Public Safety Training Consortium
    South Bay Regional Public Safety Training Consortium
    Basic Police Academy
  • San José State University
    San José State University
    Finance
  • San José State University
    San José State University
    Management
  • Cochise College
    Cochise College
    Intelligence Operations Studies
  • Hartnell College
    Hartnell College
    General

Frequently Asked Questions about Richard Lesher, Cfa

What company does Richard Lesher, Cfa work for?

Richard Lesher, Cfa works for United States Army Reserve

What is Richard Lesher, Cfa's role at the current company?

Richard Lesher, Cfa's current role is 20 years spanning Banking, Financial Services, and Investment Management. Post civilian career in the US Army Reserves includes Military Intelligence Analyst and currently Logistical Officer..

What is Richard Lesher, Cfa's email address?

Richard Lesher, Cfa's email address is ri****@****rmy.mil

What schools did Richard Lesher, Cfa attend?

Richard Lesher, Cfa attended Golden Gate University, South Bay Regional Public Safety Training Consortium, San José State University, San José State University, Cochise College, Hartnell College.

What skills is Richard Lesher, Cfa known for?

Richard Lesher, Cfa has skills like Financial Analysis, Finance, Leadership, Process Improvement, Budgets, Project Management, Program Management, Management, Marketing, Analysis.

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