I am a Certified Public Accountant with extensive experience in financial management, auditing, and risk advisory services. Throughout my career, I have held leadership roles such as Chief Financial Officer at a small community bank in Monta and Senior Manager at Wipfli LLP, where I specialized in guiding organizations through complex financial processes. Currently I am the Chief Investment Officer and Vice President of Strategic Initiatives. In this role I oversee the investment portfolio held by our institution and handle special projects related to growth, M&A, and other strategic initiatives.
My expertise includes GAAP compliance, FDICIA and SOX reporting, CECL implementation, M&A analysis, Investment Portfolio structuring and management, and preparing regulatory filings like Call Reports. I have a strong background in developing strategic financial analyses, managing asset-liability committees, and delivering data-driven insights to support business growth.
With a deep understanding of the financial services industry and a proven ability to navigate competitive landscapes, I bring both technical acumen and strategic leadership to help organizations achieve their goals.More...