Bill is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. Bill 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.
Bill has more than 20 years of experience in the financial services industry. Prior to joining Balance Sheet Solutions, Bill was a Senior Interest Rate Risk Consultant with Financial Solutions Group, a division of Western Corporate FCU. Bill also performed mergers and acquisition analysis and mortgage servicing rights (MSR) valuations. He also conducted ALCO training and presentations for credit union boards and leadership teams. Previously, Bill was Vice President of Financial Planning and Analysis for Downey Savings and Loan. Before that, he was Vice President at Hawthorne Savings and an Assistant Vice President in the Treasury and Secondary Marketing departments at Home Savings of America.
Bill received his bachelor’s degree in Finance from Louisiana State University.
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