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CEO or Executive Management

Pensacola, Florida, 32507, United States
February 05, 2019

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-- Chief Executive Officer --

Qualifications Profile

Highly analytical, seasoned, and growth-driven professional with wide-ranging experience in all facets of credit union operations. Adept at creating and executing key risk indicators and financial and business metrics toward successful attainment of set-forth goals. Expert at providing support to senior executives; optimizing business margins; and managing financial processes. Equipped with well-honed communication and interpersonal skills, essential in building rapport with key stakeholders and all levels of professionals. Technically proficient with Microsoft Office Suite.

Areas of Expertise

Profit Management

Process Improvement

Budget and Expense Analysis

Staff Leadership and Supervision

State and Regulatory Compliance

System Development and Execution

International Financial Reporting Standards

Initiative and Business Planning

Relevant Experience

Bonds Capital Group, Pensacola, FL

President/Chief Executive Officer 2012–Present

Efficiently prepare for a changing rate environment by improving alternative investment strategies for financial institutions

Develop complex asset-liability management (ALM) strategies with proven effectiveness

Career Highlights:

Drove key efforts in attaining the following:

oIncrease in institutional production by over 50%; and

oExpansion of focus regarding institutional client needs in the investment arena through establishing and operating a brokerage firm branch office

Corporate America Credit Union, Birmingham, AL

President/Chief Executive Officer 2001–2012

Provided key plans for a $4.2 billion credit union while managing the entire $4 billion investment portfolio

Rendered expert oversight to the largest corporate credit union in the nation

Functioned effectively as chief loan officer, in charge of all loans granted

Applied strategic approach in conceptualizing advanced asset-liability management techniques as well as developing budget and business plan

Rendered expertise to members to guarantee they suffered no losses following the US Central conservatorship

Expertly handled item processing, ACH, cash management, and payment systems areas

Assumed full accountability in coordinating board level information and communication and promoting member, regulator, and insurer relations

Career Highlights:

Played a vital role in the attainment of the highest growth rate and net income from 2009 to 2011

Received the Credit Union Times Trailblazer CEO of the Year Award in 2011

Earlier Positions Held:

Corporate America Credit Union, Birmingham, AL

Executive Vice President

National Credit Union Administration

Principal Examiner, Birmingham, AL

Corporate Credit Union Examiner, Birmingham, AL

Problem Case Officer, New York, NY

Supervision Analyst, Atlanta, GA

District Examiner, Knoxville, TN

Other Experience

State of Alabama, Oneonta, AL

Assistant District Attorney 2004–2010


Juris Doctor

Birmingham School of Law, Birmingham, AL

Bachelor of Science with Double Major in Finance and Accounting

Jacksonville State University, Jacksonville, AL

Professional Development

Certified Public Accountant (CPA) Series 66, Uniform Combined State Law Examination

Attorney at Law Series 7, General Securities Representative Exam (GSRE)

Professional Affiliations

American Institute of Certified Public Accountants (AICPA) American Bar Association

Alabama Bar Association Alabama Society of CPAs National Association of Bond Lawyers

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