Gerry Smith

Background

About Gerry Smith

Shown below is a recap of my extensive experience and current interests. Hope you will take time to review and reach out and see where we can explore mutually beneficial relationships! Over 30 years of diverse and unique financial services experience with quality organizations, both public and private allows me to deliver creative financial solutions. Work with Boards and Senior Management teams to deal with existing and emerging regulatory issues as well as drive growth and improved earnings performance. I am interested in serving in a variety of roles including: • Board/Advisory Board of a financial institution or Private Equity Fund/Group - Qualified Risk Director • Interim Executive Management position – ability to bridge current planned/unplanned openings • Project work in financial services or accounting areas – willing to travel • Management role in Private Equity company or portfolio company • Part-time business development/internal loan broker role I am confident my extensive and diverse experience including serving on multiple Boards (profit and non-profit), dealing with various regulators and serving as President/CEO of several financial service organizations would serve me well in various capacities. This experience includes strategic planning, risk management and business development. In addition, I have experience as a CPA and working with PE firms. I have also mentored eight individuals that went on to serve as Presidents of various financial service organizations. I recently received a certificate in Risk Governance from the Director and Chief Risk Officer (DCRO) Institute. Specialties: strategic planning de novo bank formation interim management corporate governance regulatory liaison asset/liability management capital planning liquidity management FHLB borrowings dealing with regulatory enforcement actions SEC reporting regulatory applications general bank due diligence budgeting and forecasting mergers and acquisitions expert witness initial public offering (IPO) stock buyback senior debt placement growth and profitability business plan development and execution product development & pricing risk management including compliance, ALCO, ERM due diligence on loan portfolios best practices quality service vendor management trusted advisor relationship management business development commercial loan broker property management continuous learning team building mentoring private equity fintech debt financing healthcare public banking mentor numerous industries/operating models subject matter expert - Guidepoint, AlphaSights, GLG