Connie Wong

Senior Analyst, ALM

Connie is primarily responsible for generating comprehensive ALM modeling analysis for credit unions. This includes setting up and analyzing balance sheet data in the ZMdesk software platform. Her expertise includes net economic value (NEV) analysis, earnings simulations, scenario analysis, and reviewing ALM risk results with consultants. Connie also conducts monthly market research and benchmark rate analysis for modeling integrity.

Professional Experience

Prior to joining Balance Sheet Solutions, Connie was an Interest Rate Risk Analyst at Financial Solutions Group, a division of Western Corporate FCU. Her experience also includes various accounting roles. Connie has more than 20 years of experience in the financial services industry.

Education, Credentials

Connie received her MBA with an emphasis in finance, and her bachelor’s degree in Business Management with an emphasis in accounting, from the University of La Verne.