Dan is responsible for directing and managing the asset-liability management (ALM) Risk Management Services group for Balance Sheet Solutions. This business provides credit unions with comprehensive balance sheet risk assessment analysis, interest rate risk reporting and consulting, earnings and capital adequacy strategies, board/ALCO regulatory reporting and ALM-related education. Dan and his team are responsible for monitoring market conditions and trends that may adversely impact credit unions and their ALM risk profiles, while directing strategies and risk reporting solutions that help credit unions.
Dan has more than 20 years of experience in the financial services industry. Prior to joining Balance Sheet Solutions, Dan worked for the Financial Solutions Group at Western Corporate FCU, holding positions in their ALM risk consulting group, loan participations, investment operations and member credit services. Prior to that, Dan managed various correspondent banking operations at Security Pacific Bank and Bank of America.
Dan has a bachelor’s degree in Business Administration from California State University and an MBA from California Polytechnic University. He is a graduate of Western CUNA Management School, Zeta Class of 2008.
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