Expert Qualifications

This highly qualified banking supervisory expert is a former officer at the Federal Reserve Board, where he was responsible for regulatory policies and supervisory standards surrounding credit, market, liquidity and operational risk management at regulated institutions. The expert first joined the Federal Reserve in 1991 as a Supervisory Financial Analyst and became a Deputy Associate Director for the Board of Governors in 2004. He oversaw market and liquidity risk, as well as capital markets, and also handled operational risk policy in his last year with the Federal Reserve. Over the course of a 20-year career with the regulatory body, he established and managed regulatory and supervisory programs on the capital requirements and risk management of banking organizations' capital markets, trading and derivatives activities; treasury functions; interest rate, market risk, and liquidity exposures; and investment portfolio and asset/liability management practices. After leaving the Federal Reserve, the expert joined Ernst & Young LLP as an Executive Director of the Financial Services Risk Management Advisory Practice. He earned his Bachelor of Arts & Sciences in Economics & International Relations from American University, his Masters of Arts & Sciences in Economics from Boston College, his Masters of Business Administration from George Washington University, and his Chartered Financial Analyst credential from CFA Institute.

Bio Snapshot

  • Location: MD
  • B.A.S., Economics & International Relations, American University
  • M.A.S., Economics, Boston College
  • M.B.A., George Washington University
  • Chartered Financial Analyst, CFA Institute
  • Member, American Finance Association
  • Member, Global Association of Risk Professionals
  • Member, Professional Risk Managers International Association
  • Member, International Association of Quantitative Finance
  • Recipient, Chairman's Special Achievement Award, Board of Governors of the Federal Reserve
  • Author, 15+ Publications
  • Presenter, 10+ Meetings & Conferences
  • Former, Research Analyst, Brookings Institution/National Bureau of Economic Research
  • Former, Economist, Bureau of Economic Analysis in the U.S. Department of Commerce
  • Former, Senior Financial Analyst, Office of the Comptroller of the Currency
  • Former, Manager of Inventory Risk Analysis, Federal Home Loan Mortgage Corporation
  • Former, Assistant Vice President of Investment, Union Labor Life Insurance Inc.
  • Former, Supervisory Financial Analyst & Manager of the Financial Analysis Section, Board of Governors of the Federal Reserve System
  • Former, Manager of the Capital Markets Section, Board of Governors of the Federal Reserve System
  • Former, Assistant Director of Market & Liquidity Risk, Board of Governors of the Federal Reserve System
  • Former, Deputy Associate Director of Market & Liquidity Risk and Capital Markets, Board of Governors of the Federal Reserve System
  • Former, Deputy Associate Director of Credit, Market, Liquidity & Operational Risk Policy, Board of Governors of the Federal Reserve System
  • Former, Executive Director of the Financial Services Risk Management Advisory Practice, Ernst & Young LLP
  • Current, Financial Markets & Institutions Consultant, Independent

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Certified Financial Planner Expert

E-689919
State: GA
    Specialties:

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