Education

  • Bachelor of arts, business Administration, Drury University, Springfield, MO
  • Southwest Graduate School of Banking, Southern Methodist University, Dallas, TX
  • Commissioned Financial Institution Examiner, Federal Deposit Insurance Corporation

Overview

  • Manager of the national credit risk review team with engagement oversight, quality assurance responsibility, and execution of proposed scope of work to prospective and existing clients.
  • Project leader for commercial loan review services for financial institutions ranging from small community institutions to large, super regional financial institutions.
  • Lead reviewer during annual financial audit for determining adequacy of ALLL account compared to risk identified in the credit portfolio at various financial institutions.
  • Instructor for the Independent Community Bankers Associations for Loan Review, Advanced Loan Review, and the Risk Management Institute.
  • Previous experience as Risk Management Examiner with the Federal Deposit Insurnace Corporation.
  • Led the risk management division, including the development and implementation of internal loan review, for a publicly traded financial institution.
  • Managed a commercial loan portfolio as a senior commercial loan officer for a financial institution with total assets exceeding $23 billion.

 

 

Upcoming speaking engagements

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Resources and event materials

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