Since 1999, provided strategic counsel to client-partners and advisory credit unions ranging between $25 million and $5 billion in assets. Successfully navigated through volatile economic and interest rate cycles over the past three decades. As a result, our client/partners enjoyed above-peer market/industry financial results and enhanced market share while protecting member equity. Institutions are diversified over 25 states and reside in multiple regions of the country
Trusted Insight, Effective Solutions
Provided strategic counsel and direction to client-partner commercial and thrift institutions. Developed effective credit, investment and funding market strategies to increase rates of return, consumer and commercial market share and overall franchise value for institutions. Activities also included mergers and acquisition transactions that resulted in substantial investor returns.
Provided strategic executive management and direction for a group of thrift institutions and savings banks including turn-around strategies. During this time, was instrumental in developing modern-day interest rate risk management protocols and permissible investments currently used in credit union, commercial banking and thrift institutions.