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@enduranceadvisory.com
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1 phone found area 312
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Steven Patrick is listed as Banking, Finance and Strategy Executive at Endurance Advisory Partners, a company with 9 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at enduranceadvisory.com, phone signal with area code 312, and a matched LinkedIn profile for Steven Patrick.
Steven Patrick previously worked as Managing Director at Endurance Advisory Partners and Bank President and Chief Risk Officer at Levelfield Financial. Steven Patrick holds Mba, Finance/Marketing from The University Of Chicago Booth School Of Business.
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AeroLeads found 1 current-domain work email signal for Steven Patrick. Compare company email patterns before reaching out.
Contact me at StevenCPatrick@gmail.comFinance and strategy executive with the ability to evaluate the most complicated situations. Extensive work with financial institutions. Experience analyzing, de-constructing and then creating new financial instruments to solve specific needs. Expert at interest rate, credit and liquidity risk among other issues.Specialties: finance, strategy, capital raising, liquidity, loans and securities, mortgages, MBS, GSE, valuation, fixed income, credit, risk management, analytics, icaap, Basel III
Listed skills include Valuation, Mortgage, Fixed Income, Analytics, and 28 others.
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A career timeline built from the work history available for this profile.
Tulsa, Oklahoma, United States
Consultant and/or interim executive performing strategic planning, risk system design/development and implementation, M&A and/or funding transaction execution, executive management and other roles.
Houston, Texas, United States
Executive responsible for guiding LevelField's approval to become a financial holding company and acquisition of an FDIC-insured bank. This process includes negotiation of the acquisition agreement, development of the business plan for the combined entity and confirmation that LevelField's control framework is adequate for a tightly regulated.
Houston, Texas, United States
Conducted due diligence on potential bank acquisitions.
Dallas, Texas, United States
Member of the executive leadership team and one of the first employees brought in to build a diversified, digital first, financial institution from scratch. Target market was first consumers and then small businesses. Services included a bank (deposit accounts, credit cards, mortgages), property and casualty insurance, and brokerage. Our plan was to.
Tulsa, Oklahoma, United States
Interim Executive responsible for daily liquidity management, wholesale funding, asset:liability management and the bank's securities portfolio.
Tulsa, Oklahoma, United States
Post merger, responsible for secondary marketing (pricing model, best execution analysis, pooling/delivery strategy and pipeline hedging), refinancing warehouse lines with FHLB advances, and developing mortgage servicing right (MSR) strategy. Led deal teams on several MSR sales which were required to comply with the regulatory conditions to the merger..
Tulsa, Oklahoma, United States
Served as one of the IBFR-named officers (initially as CRO/CCO) enabling Gateway Mortgage Group to merge with Farmers Exchange Bank to create Gateway First Bank -- the only real example of a mortgage company merging into a bank. Wrote 150 page acquisition business plan that was necessary to gain approval. Managed the pre-acquisition FDIC exam. As CRO/CCO.
Tulsa, Oklahoma, United States
Interim Executive responsible for the acquisition of Farmers Exchange Bank by Gateway Mortgage Group.
Chicago, Illinois, United States
Performed various roles of increasing responsibility. Started in the mortgage business, then moved to corporate strategy/accounting/risk management and finally to P&L management of liquidity products for banks.Product Manager responsible for new product structures and overall profitability of the correspondent lending business. Managed growth from $23 to.
Led cross-functional group of professionals (relationship managers and product specialists) providing financial advice to large corporate clients. Goal was twofold: 1) enhance the commercial bankers' ability to discuss investment banking topics and 2) increase the likelihood that the client would select the Bank for its next transaction.Completed hundreds.
Editor, Capital Raising. Served as subject matter expert on raising all forms of capital for this investment banking training program. Identified world's leading experts on specific forms of capital. Wrote interview guides to elicit commentary on exemplary transactions and to highlight the key rationale for these transactions.Program was widely adopted and.
Predecessor to BofA
Corporate finance generalist serving large industrial clients. Executed:Common Stock (including IPOs)LYONs (zero coupon convertible debt)Convertible Preferred Stock and Convertible DebtESOP NotesFixed Rate Preferred StockPublic and Private DebtAnalyzed mergers, acquisitions, LBOs, recapitalizations, spin-offs, divestitures and refinancings.
Analyst, Strategy Practice. Analyzed strategic and operational issues for clients. Representative assignments included:1) Formulating a large S&L's strategy to pursue retail banking.2) Collecting and analyzing organizational charts and expense data for staff functions of food companies.3) Evaluating a refrigerated distributor in the UK; determined which of.
Activities and Societies: Beta Gamma Sigma, Dean's List
Activities and Societies: Phi Beta Kappa. Dean's List all terms; degree requirements completed in only 3 years. Studied economics in an.
Quick answers generated from the profile data available on this page.
Steven Patrick works for Endurance Advisory Partners.
Steven Patrick is listed as Banking, Finance and Strategy Executive at Endurance Advisory Partners.
AeroLeads has found 1 work email signal at @enduranceadvisory.com for Steven Patrick at Endurance Advisory Partners.
AeroLeads has found 1 phone signal(s) with area code 312 for Steven Patrick at Endurance Advisory Partners.
Steven Patrick is based in Tulsa, Oklahoma, United States while working with Endurance Advisory Partners.
Steven Patrick has worked for Endurance Advisory Partners, Levelfield Financial, Glorifi, Gateway First Bank, and Endurance Advisory Partners (Formerly Known As Everett Advisory Partners).
Steven Patrick's colleagues at Endurance Advisory Partners include Roger Beverage.
You can use AeroLeads to view verified contact signals for Steven Patrick at Endurance Advisory Partners, including work email, phone, and LinkedIn data when available.
Steven Patrick holds Mba, Finance/Marketing from The University Of Chicago Booth School Of Business.
Steven Patrick is listed with skills including Valuation, Mortgage, Fixed Income, Analytics, Liquidity, Risk Management, Financial Modeling, and Mortgage Lending.
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