Gerard Colaluca

Senior Vice President & Chief Bank Strategist @Mb Schoen

Sarasota, FL, US
MOBILE NUMBERS
+19•••••••82

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WORK HISTORY

Jan 2022 — Present

Senior Vice President & Chief Bank Strategist @Mb Schoen

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Sarasota, FL, US

Primary responsibility for the firm’s strategy formulation and growing the Institutional Markets Business Unit. MB Schoen & Associates Inc.(“MBSA”) is a leading institutional insurance services company having over $25 billion in assets under administration. MBSA expertise, impartial advice and industry leading systems have empowered financial institutions to improve profitability and more effectively manage risk for 30 years.Established in 1992 as an advisory and administration risk management firm, the company has evolved as an innovator in the development and commercialization of intellectual property related to insurance and financial services.

EDUCATION

N/A

Saint Peter's University

Bachelor Science Economics

SKILLS

Risk AssessmentStructured FinanceTreasury ManagementInvestmentsFundingAlmDerivativesRatesFinanceRisk ManagementFixed IncomeLiquidityManagementStrategic PlanningTreasuryStrategyPortfolio ManagementHedgingStructured ProductsAsset Management

ABOUT GERARD COLALUCA

Executive Overview:I started my career at BNY Mellon, spanned 35 years, and directly contributed to the company\'s evolution from a regional bank in 1977 to a global American investment banking services company. The expansion of the company included both organic growth, bank mergers and acquisitions where I held management roles within domestic and international corporate treasury. My experience is in asset & liability management, risk management, structured finance, and alternative investments. I have a proven track record as an innovator in the financial institutions market with respect to new product development and balance sheet optimization strategies. Recently, I worked a as business incubator and investor in the Fintech industry, assisting community banks and credit unions to generate new sources of fee income and deposits. Over the years, I\'ve built up an extensive network in the financial services and capital markets spheres, including relationships with banks, regulatory agencies, legal and accounting firms, investment banks, insurance companies and family offices.

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