Alan is the Senior ALM Analyst and has held this key position for 6 years.

He is responsible for developing and maintaining ALM models, analyzing and reporting interest rate risk and liquidity risks, as well as making recommendations to manage risks for credit unions. His extensive knowledge and experience in financial risk management brings great value to credit unions in the asset and liability management areas.  He provides financial risk management support for more than 30 credit union clients.

Alan has his FRM designation and has successfully completed all three levels of the CFA exams. He has a Masters in Commerce from the University of Auckland, New Zealand.