Lead 2LOD oversight function for ALM and IRR as part of the Market and Treasury Risk Management Team (MTRM). Responsible for oversight of interest rate risk, FTP, and balance sheet strategies from a Risk Management perspective. This includes review and challenge of 1LOD monthly production, independent analysis using Quantitative Risk Management (QRM) software, internal governance meetings including ALCO and the Risk Committee of the Board, and responding to regulatory requests.In this… Show more Lead 2LOD oversight function for ALM and IRR as part of the Market and Treasury Risk Management Team (MTRM). Responsible for oversight of interest rate risk, FTP, and balance sheet strategies from a Risk Management perspective. This includes review and challenge of 1LOD monthly production, independent analysis using Quantitative Risk Management (QRM) software, internal governance meetings including ALCO and the Risk Committee of the Board, and responding to regulatory requests.In this role I am able to leverage my previous expense in Corporate Treasury and LOB Finance to form a productive relationship with my 1LOD partners, seeking to work closely together to improve risk management. Show less

Consolidate Middle Market and Real Estate results into total Commercial Bank. Represent Finance in special projects to meet strategic objectives of the bank.

Responsible leading a team to measure, manage, and report interest rate risk. As a voting member of the Treasury Strategy Committee, recommend and present risk management strategies to executive leadership at ALCO. Work closely with internal and external oversight, including serving as exam manager for regulatory exams.QRM model output is also used by many downstream users throughout Finance including forecasting funding, capital, and liquidity needs as well as forecasting balance… Show more Responsible leading a team to measure, manage, and report interest rate risk. As a voting member of the Treasury Strategy Committee, recommend and present risk management strategies to executive leadership at ALCO. Work closely with internal and external oversight, including serving as exam manager for regulatory exams.QRM model output is also used by many downstream users throughout Finance including forecasting funding, capital, and liquidity needs as well as forecasting balance sheet flows. Show less

Manage a team dedicated to improving and modernizing the use of the QRM Framework. This involved a new data process to enable dimensionality, an updated planning tree to incorporate lines of business, and a vastly improved method of reporting.Assist with other ALM tasks including strategy discussions, model risk governance, and regulatory reviews.

As a Team Lead, oversaw the monthly IRR production process, culminating in materials for the monthly ALCO package. This also included assumption updates, stress tests, and ad hoc analysis for ALM strategy discussion.Worked closely with Model Risk and Market Risk oversight as part of the overall enterprise risk management framework.

Responsible for Net Interest Income and Net Interest Margin simulation using Quantitative Risk Management (QRM) Software. Previous responsibilities included Economic Value of Equity (EVE) / Duration of Equity (DoE) and Gap analysis.

Writing grant proposals at the Federal and State levels, with an emphasis on the Ohio Third Frontier Program.

Research and writing grant proposals for the Ohio Third Frontier program.

A non-profit venture development firm; Collect and analyze data submitted to national databases (ex. Dow Jones VentureSource) on the number of grants, loans, and venture capital investments in Northeast Ohio to compile quarterly reports for the