Kathy is responsible for assembling, formatting, analyzing, reconciling and loading comprehensive balance sheet data received from credit union clients for the purpose of ALM risk modeling. She works directly with credit union clients to prepare the necessary balance sheet data.
Kathy has been in the financial industry for more than 25 years. Prior to joining Balance Sheet Solutions, she was a Supervisor of Data Integrity at Financial Solutions Group of Western Corporate FCU. Previously, she worked for Shea Ventures as an Investment Analyst, researching startup companies.
Kathy also worked at Home Savings of America as a Treasury Supervisor. She was responsible for settling trades, mortgaged backed securities, overnight repos, forecasting cash flows and ALCO reporting. In addition, she worked on several mergers including the conversion of the investment portfolio to Washington Mutual.
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