As Senior Consultant and Manager of our Covina, CA office, David is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. David delivers comprehensive risk analysis, reporting, scenario testing, strategic planning and education to clients to assist with their interest rate risk management and ALM process. These services help credit unions improve their ALM risk management practices and comply with rigorous regulatory requirements.
David has more than 25 years of experience in the financial services industry. Prior to joining Balance Sheet Solutions, David was a Senior Interest Rate Risk Consultant at the Financial Solutions Group of Western Corporate FCU. David’s background includes work at Home Savings of America, in the mergers and acquisitions group, as well as in the retail banking division. His career covers work in a number of different capacities including a banking regulatory agency and a commercial lending organization.
David received his bachelor’s degree in Business Administration from Loyola Marymount University. He is also a graduate of Western CUNA Management School, Gamma Class of 2005.
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