Vicki Lafond Email & Phone Number

Corporate finance and investment operations professional with 20+ years experience. With my unique background in corporate finance and capital markets, I help institutions analyze historical data and use complex financial models to create forecasts that allow stakeholders to make strategic decisions.Technical Skills & Tools: PowerBI, Bloomberg, Black Night/Optimal Blue, ALM softwareHere are a few examples of my work:• Business partner with various departments and business units to consolidate and produce overall annual budget; 2021 net revenue exceeded $77 million and ROA of 1.69 (peer ROA of 1.20)• Led an Investment Operations team where, through a combination of sales goals and retention goals, assets under custody grew to over $25 billion, averaging 10% YOY growth• Developed visualization of 12 month cash flow forecast based on economic, operations, investment, and financing activities, stressed tested and presented results to board members and relevant committees• Obtained Series 52, Licensed Municipal Securities Representative, which reflects an in-depth knowledge and understanding of the municipal bond marketAdditionally, I enjoy the outdoors and in the winter I am an avid down hill skier. My favorite ski hill would be Jackson Hole, WY. If you haven't been you really must check it out!I get excited about opportunities where I can use my experience to help companies that promote environment, animal, and human welfare through actions and products.I love connecting with new people, reach me at 1vickilafond@gmail.com or here on LinkedIn!

Listed skills include Fixed Income Securities, Bloomberg Terminal, Portfolio Management, Banking, and 7 others.