Steve is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. Steve delivers comprehensive risk analysis, reporting, scenario testing, strategic planning and education to assist clients 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.
Steve has more than 30 years of experience in the financial services industry, including over 20 years in ALM. Steve’s experience prior to joining Balance Sheet Solutions includes 11 years at Western Corporate FCU, where he held the positions of Senior Director Chief Interest Rate Risk Officer and Senior Interest Rate Risk Consultant (Financial Solutions Group). In his time in the Financial Solutions Group, Steve supervised the group’s ALM financial modeling team before assuming a consulting role in which he provided written reports and on-site presentations to member credit unions. Steve has also held ALM related positions at Bank United, and most recently at Los Angeles Police FCU, where he served as Accounting Manager.
Steve holds the Certified Public Accountant (CPA) designation and received his bachelor’s degree in Accounting from Lamar University.
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