Smart Source Solutions is a credit union service organization providing web development and hosting for credit unions across the country.

P&L responsibility for $5+ billion balance sheet and investment portfolio. Improved net interest income by over $400,000/month during first 6 months. Consistently outperforming financial institution peer group yield & income.

* Advised on over $1.2 billion of fixed income securities for institutional clients. * Developed explanatory statistical models and forecasting tools. * Taught educational classes on advanced investment topics.

Managed Asset/Liability function and oversaw two financial professionals.Worked closely with National Credit Union Administration (NCUA) capital markets staff to assess risk and evaluate possible liquidation strategies.Primary point of contact for liquidation of consumer ABS and derivatives portfolios.Served in a consultative role to NCUA on NGN resecuritization shelf and issuance ($28 billion in issuance during 2010-11).Served as primary contact for problem structured, monoline, and corporate credits. Oversaw balance sheet reduction from nearly $34 billion to approximately $3 billion Show less

* Client Strategies Group * Ultimately responsible for over thirty client relationships with investments under advice in excess of $2 billion. * Development and business planning of new and existing fee-based investment services. * Supervised three finance professionals. * Accountable for the internal and external educational efforts of firm. * Writer of columns in national trade publications, including Credit Union Magazine and Credit Union Executive. * Chairman of firm's investment committee, with primary responsibility for investment of firm's capital. * Researched and implemented new 401k plan for firm. Served as Chairman of retirement plan committee.

President of registered investment advisor (RIA), responsible for all aspects of business, including mutual fund management. Portfolio manager of the Corporate America CU Short Duration Fund (ticker:CASDX).