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Patrick Garety, CPA MBA

Bio
I have 4 years of experience with Financial Institution Investment Management skills in Arlington, TN. I also have 4 years of experience with ALM - Asset Liability Management skills, 4 years of experience with Formulate Strategic Responses to Economic News skills all of which I also do in the Arlington, TN area.
My education and credentials include MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member.

Profile Summary:
Financial Institution Investment Management Arlington, TN
ALM - Asset Liability Management Arlington, TN
Formulate Strategic Responses to Economic News Arlington, TN
Analyze Allowance for Loan Loss Arlington, TN
Client Relationship Management - Finl. Industry Arlington, TN
My Skills

Financial Institution Investment Management

Category: Finance / Money
Description
Manage investment portfolios to complement ALM Asset Liability Management strategy and Liquidity position.
Relevant Education / Credentials
MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member
Years Experience: 4

ALM - Asset Liability Management

Category: Finance / Money
Description
Intrepretation of ALM Model results and formulation of strategic plans to mitigate interest rate risk in financial institutions
Relevant Education / Credentials
MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member
Years Experience: 4

Formulate Strategic Responses to Economic News

Category: Finance / Money
Description
Monitor Bloomberg News and other sources to intrepret economic news and formulate strategic responses for senior management for changing economic conditions.
Relevant Education / Credentials
MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member
Years Experience: 4

Analyze Allowance for Loan Loss

Category: Finance / Money
Description
Evaluate delinquency, portfolio pool balances, environmental factors to determine an adequate allowance for loan loss and write monthly recap narrative.
Relevant Education / Credentials
MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member
Years Experience: 4

Client Relationship Management - Finl. Industry

Category: Business
Description
Worked with assigned clients to sell additional services and find ways to help them achieve their goals with help from my company.
Relevant Education / Credentials
MBA - University of Michigan CPA - Tennessee - AICPA / TSCPA Member Over 15 years experience with financial institutions - banks, S&Ls, Credit Unions, Farm Credit Banks, in the US, Mexico & Asia.
Years Experience: 15