Jim is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. Jim 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.
Jim has more than 25 years of experience in the financial industry. Prior to Balance Sheet Solutions, Jim was a Senior Risk Analyst at Empire Corporate FCU, responsible for all regulatory interest rate risk modeling. Before that, he was a Business Analyst in charge of fixed income product development at IQ Financial Systems, a software spin-off of Bankers Trust Company. Jim’s experience includes 10 years working for primary dealers (E.F. Hutton, Lehman Brothers, Bankers Trust), with more than six years trading and market making in Treasury securities, OTC options, note and bond futures and options on futures.
Jim received a B.S. in Business Administration from The College of Saint Rose, and holds his Series 65 registration through Balance Sheet Solutions.
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