This banking professional offers extensive leadership experience gained over decades within multi-billion dollar regional banks and consulting. Expertise spans retail banking oversight, including large branch networks, diverse lending programs (residential mortgage, consumer, small business), and deposit gathering strategies. The expert possesses significant experience in bank operations and complex integrations following Mergers & Acquisitions. This individual directly managed due diligence for numerous acquisitions, including multiple FDIC-assisted transactions, successfully integrating failed banks into a growing holding company. Deeply involved in community development finance, founding a bank subsidiary managing substantial LIHTC and New Markets Tax Credits investments, and holding leadership roles in housing, microfinance, and community health non-profits. Service includes time on a federal regulatory advisory council focusing on CRA and consumer compliance issues. Also holds experience as an academic instructor in finance and served nearly 30 years in the U.S. Naval Reserve. Currently provides high-level consulting services to financial institutions.
✓ Depositions
✓ Trial Testimony