Is an industry leader in working with start-up banks advising organizing groups across the country in all stages of the de novo process.
Conducts Enterprise Risk Management assessments for banks utilizing FinPro's proprietary ERM system.
Prepares strategic business plans delineating detailed, actionable,
and monitorable tactics and strategies to ensure success.
Advises on mergers and acquisitions on both the buy and sell side.
Has been the lead banker on innovative transactions such as MHC/Mutual and MHC/MHC deals.
Performs site selection and feasibility studies and monitors performance to ensure targeted levels of growth are achieved.
Prepares detailed asset / liability management modeling with
in-house analytics - projecting loans, deposits, investments and borrowings on an account level basis.
Advises numerous clients on regulatory matters, including working through C&D orders, MOUs, and all other regulatory related matters requiring Board resolutions.