Sean Statz, Cfa Email & Phone Number

Madison, Wisconsin, United States

• Leads CECL risk advisory engagements including CECL implementation and validation of CECL credit loss models• Provides advisory assistance related to model risk management for financial institution clients including interest rate risk, liquidity risk and credit risk. • Provides advisory services related to financial institution loan portfolios, deposit portfolios, and strategic growth initiatives• Develops client focused data analytic solutions to support and enhance existing client relationships

Madison, Wisconsin

Saint Paul, Minnesota

I lead a team of analysts on the firm’s asset liability management and CECL business lines, focusing on the integration of interest rate and credit risk within financial modeling. My team performs ongoing ALM & credit loss analyses and uses the results to consult with clients on strategic decisions relating to balance sheet optimization and performance. My team also forecasts capital impacts under current and stressed economic environments as well as helps client’s improve returns through risk-based pricing strategies.I also lead the firm’s fair value engagements including mergers and acquisitions. My team has advise on credit union and bank mergers, ranging in asset size from less than $10 million to nearly $2 billion. The mergers have included organizations of varying financial conditions, from troubled institutions going through regulator-facilitated mergers to well performing strategic mergers of equals. My team and I are experts on business combination accounting, consulting clients on accounting implications at the acquisition date and the ongoing treatment of merger related accounts.

Madison, Wisconsin Area

-Primarily responsible for producing and distributing executive-level, summary reporting (Portfolio concentrations, delinquencies, NPL's, originations, etc)- Owner of bank-wide Allowance for Loan & Lease Losses- Track and report on Real Estate Owned portfolio including acquisitions, sales, write downs and aging of properties- Department lead for "Enterprise Risk Management" initiative- Work directly with CRO to complete other high-level requests and improve current process flows

Bachelor'S Degree, Risk Management & Insurance, Senior

Activities and Societies: The Society of Personal Investments (3yrs), Intramurals (2yrs)

Data Analytics Program

The recipient of this certificate has demonstrated applied data analysis skills through the completion of professional-level projects.

High School Diploma

Activities and Societies: Football (4yrs), Golf (4yrs), DECA (2yrs), School Store Manager (1yr)