2024 Strategic Summit

FORMERLY THE ECONOMIC & PAYMENTS FORUM

SAVE THE DATE!
October 7-9, 2024
La Cantera Resort & Spa
San Antonio, Texas

 

Speaker Bio

Mark-Wert

Mark Wert

Senior Advisor

Mark’s role as a Catalyst Strategic Solutions senior advisor is assisting client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining the Catalyst Strategic Solutions team, Mark worked for the Federal Home Loan Bank of Dallas for nearly 15 years. As Treasurer, Mark oversaw financial operations of the bank. His responsibilities included managing and developing investment strategies to enhance the bank’s returns; issuing low-cost funds into the capital markets; managing interest rate risk through cost-effective hedging strategies and overseeing liquidity management. Prior to FHLB Dallas, Mark worked at Banc of America Securities, advising clients on issuing debt into the capital markets, and as a derivative marketer, helping clients execute various interest rate derivative hedging strategies.

Mark graduated from Clemson University with a bachelor’s degree in accounting. He also has an MBA from Southern Methodist University, with concentrations in investments and corporate finance.