Daniel J.
About Daniel J.
Daniel J. serves as the Vice President and Risk and Treasury Manager at Meridian Bank, where he has significantly contributed to the implementation of CECL research and stress testing. With a background in credit analysis and treasury management, he has held various roles in the banking sector since 2015, demonstrating expertise in regulatory compliance and risk management.
Current Role at Meridian Bank
Currently, Daniel J. serves as Vice President, Risk and Treasury Manager at Meridian Bank. He has held this position since 2022 in Malvern, Pennsylvania. In this role, he oversees risk management and treasury functions, ensuring compliance with regulatory standards and effective asset-liability management. His responsibilities include conducting stress testing and implementing CECL research.
Previous Experience at Meridian Bank
Daniel J. has extensive experience at Meridian Bank, where he worked in various capacities. He served as AVP, Treasury Manager from 2021 to 2023 and as Senior Credit Analyst from 2017 to 2019. During his tenure, he played a key role in regulatory compliance monitoring and contributed to the training and development of entry-level analysts.
Experience at Penn Community Bank
Before joining Meridian Bank, Daniel J. worked at Penn Community Bank. He held the position of Bank Officer, Senior Credit Analyst for six months in 2017 and served as a Credit Analyst from 2015 to 2017. His roles involved credit analysis and regulatory compliance, contributing to the bank's overall risk management strategies.
Educational Background
Daniel J. studied at the University of California, San Diego, where he earned a Bachelor of Science (BS) in Management Science. His academic tenure spanned from 2007 to 2012, providing him with a solid foundation in management principles and analytical skills relevant to his career in banking and finance.
Professional Skills and Contributions
Daniel J. has developed a range of professional skills throughout his career. He has conducted regulatory compliance monitoring, including ALLL, SOX, and TDR. Additionally, he served as ALCO secretary, contributing to asset-liability management and enterprise risk management. His efforts in training entry-level analysts have enhanced their skills in underwriting and compliance.