Annie joined Catalyst Corporate in March 2010 to assist the corporate with its internal ALM modeling and later operations compliance. She transitioned to Catalyst Strategic Solutions in August 2012, where her primary responsibilities include ALM modeling and analysis. Annie helps client credit unions quantify embedded interest rate risk using the internally-developed ALPS (Asset Liability Pricing System) model, and works closely with credit union management and boards to ensure that they have a strong understanding of their ALM reports and how to use the results to make decisions.
Prior to joining Catalyst Corporate, Annie spent 16 years with Guaranty Bank in Dallas, Texas. For more than a decade, she was responsible for performing quarterly interest rate risk and net economic valuations using the Sungard Ambit (formerly BancWare) ALM model. She also assisted in the annual budgeting process, as well as in the quarterly re-forecasting of the annual budget.
Annie has a bachelor of business administration degree, with a concentration in finance from St. Mary’s University in San Antonio, Texas.