Overview
Zachary joined CliftonLarsonAllen LLP in 2021 in the financial institutions group following 10 years of experience in the banking industry. He also has several years of experience as a Financial Institutions Examiner with the Minnesota Department of Commerce, where he served as Examiner-in-Charge and Operations Manager
Zachary focuses on credit risk, compliance audits, BSA reviews and other consulting and outsourcing services for financial institutions and credit unions.
Technical experience:
- Safety and Soundness CAMELS components
- Regulatory compliance
- Internal audit of a variety of areas
- Bank Secrecy Act program development, consulting and audit
- Board Reporting
- Call Reports
- Risk assessments
- Website compliance and regulations
- Regulatory compliance training
- Team development
- Project management
- Process development and improvement
Education
- Bachelor's of science in Business Management from St. Cloud State University, St. Cloud, MN