Management Information Technology

Edward Pooley

*** ****** ****, ***********, ** **046

(T) 847-***-**** (Alt) 224-***-**** (E)

**.******@*******.***

Objective and Summary

Position requiring analytical, strategic, and collaborative

leadership in an organization committed to achieving market

share growth and greater levels of sustainable

profitability. Experienced in asset/liability management,

interest rate risk management, capital and liquidity

planning, developing and implementing strategies to meet

policy and company objectives. Track record in start-up

ventures and change management. Flexible, versatile and

professional. Operations and financial focused. An adept

leader that is organized, results oriented, poised and self

confident.

Employment History

2007 - Present Amberley Capital Management, LLC, Bannockburn, IL

Chief Financial Officer

Participated in the start-up of Amberley Capital, an

investment management company established in 2007 to manage

Amberley Fund, LLC. Hired to develop the back office

structure to facilitate the investment of exchange traded

securities.

Balance daily cash and margin positions to broker

statements.

Reconcile security positions to counterparty records and

trade confirmations.

Research differences between internal accounting and

external trade entry systems.

Mark to Market valuation of the fund's portfolio.

Analyze the funds performance.

Issue profit and loss statements to fund members.

Calculate net asset value for member accounting.

Process daily trade tickets and post accounting entries to

ledger system.

Perform month-end closing and prepare financial statements.

Prepare year-end financial statements in conjunction with

external auditors.

Work extensively with external auditors in the preparation

and during the annual audit.

2004 - 2007 Chinatrust Capital Corporation, Bannockburn, IL

Vice President Operations, Treasurer

Successfully enhanced the infrastructure of a $2B financial

holding company which allowed the foreign parent company to

take advantage of investment opportunities. Impacted areas

included investment operations, accounting, policy and

procedure development, information technology, regulatory and

international reporting and subsidiary bank operations.

Prepared all regulatory and financial reporting of US

operations.

Central point of contact to internal and external auditors,

and federal regulators.

Experienced in reporting to a $45B international parent

company and issues associated with multi currencies,

languages and time zones.

Worked with international parent company in reporting

corporations capital ratios according to Basel II

requirements.

Developed budgets, monitored, reported and researched

variances.

Monitored holding company's liquidity and capital ratios.

Worked with chief investment officer, subsidiary bank and

parent company to develop funding strategies.

Managed investment operations area.

Presented holding companies financials at board meetings.

1996 - 2003 St. Joseph Capital Corporation, Mishawaka, IN

Senior Vice President, Chief Financial Officer

1997 - 2003 St. Joseph Capital Bank, Mishawaka, IN

Senior Vice President, Chief Financial Officer

Key player in the development of a de novo bank that started

operations in 1997 and grew to $500M before being acquired in

2006. Areas of responsibility included accounting,

operations, information technology, regulatory and SEC

reporting.

Accounting/Financial:

Played an active role in the IPO that raised $12.65M.

Wrote policies and procedures that safeguarded the assets

and the integrity of the financial statements for a

publicly traded institution.

Edward Pooley

574 Oxford Lane, Lindenhurst, IL 60046

Accounting/Financial - Continued:

Central point of contact for internal and external

auditors, SEC, federal and state regulators.

Developed budgets, monitored and reported progress as well

as analyzed bank performance.

Negotiated the terms and conditions for lines of credit

with correspondent banks.

Thorough understanding of asset/liability management that

includes static and dynamic simulations and EVE analysis;

dependency and liquidity ratios; mix, rate and volume

variance analysis, capital planning and short and long-term

funding.

Worked with investors, brokers and transfer agent to

complete a rights offering that raised $6.1M.

Managed the bank's investment portfolio.

Operations:

Negotiated contracts with vendors providing the platform

that enabled the bank to grow and differentiate itself from

the competition. This included core processing / item

processing, check imaging, VISA credit card processing and

ATM/debit card processing.

Wrote policies and procedures that provided the ability to

process transactions of a rapidly growing financial

institution.

Hands-on experience in the daily tasks of an operations

department that included processing of new accounts,

internal & domestic wire transfers via Fedline, ACH

processing, item processing, fraud detection and ATM

processing.

Information Technology:

Designed and implemented the LAN.

Wrote policies and procedures that reduced the internal and

external risk associated with technology.

Demonstrated ability to develop and maintain a fully

integrated platform.

Management:

Proven ability to manage and lead units and major projects

with firm deadlines.

Practiced fair, open and honest communication on all

levels.

Extensive understanding of various human resource

responsibilities that included: 401K Plan development,

establishment of a medical, dental and life insurance

program, payroll processing and record keeping, development

of a personnel manual, hiring and termination policies and

procedures.

Proven ability to develop and maintain a productive and

cohesive environment by hiring employees that have and

share similar values, philosophies and principals.

In-depth understanding of bank regulatory compliance

issues.

Regulatory/SEC Reporting:

Extensive knowledge of SEC, Federal Reserve, State Banking

and FDIC reporting requirements. Hands-on experience in the

completion and filing of all required reports (i.e. 10-KSB,

10-QSB, Proxy Statements, 8-K's, FRY-9C, FRY-9LP, FRY-8,

FR2900, Call Reports, Press Releases, Shareholder

Communications).

Proven ability in dealing with shareholder related issues.

1991 - 1996 Metamora State Bank, Metamora, OH

Cashier, Chief Operations Officer

Lead the core processor conversion. Upgraded the check

processing system. Assisted in the $1M branch expansion into

an upscale market. Other areas of responsibility included

compliance, regulatory reporting, human resource management

and financial management.

1986 - 1991 National City Bank, Toledo, OH

Bank Officer, Product Manager, Management Trainee, College

Intern

Participated in the development of banking products to

attract core deposits. Managed the ATM network for the

Toledo market and made recommendations for the deployment of

new ATMs. Completed the management trainee program. Received

teller, branch management and consumer credit training.

Interned in the commercial loan documentation area during

college.

Education

1987 University of Toledo, Toledo, OH

Bachelor of Business Administration Finance

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