Susan M. Williams

About Susan M. Williams

Treasury Finance Executive with broad treasury management experience with emphasis on investment management, liquidity management and asset/liability management. Strengths include the ability to leverage staff and project teams to accomplish key departmental and organizational objectives. Specialties: Liquidity Risk Management, Asset/Liability Management

Experience

1. EVP, Chief Financial Officer

   WeStreet Credit Union

   May 2012 — Present · Tulsa, OK, US

   Manage all financial activities of the $920 million financial institution including accounting, budgeting, investment portfolio management, asset/liability management, liquidity management, and capital management. Also responsible for Compliance and Corporate Insurance, the Insurance Services subsidiary and Wealth Management department. Member of the Office of the Chief Executive Officer and involved with developing the strategic direction of the Credit Union. Chair of Management ALCO Committee and a member of Committee and the Board ALCO Committee. • Created a Management ALCO committee for balance sheet management. • Streamlined financial analysis and reporting resulting in more consistent analysis • Implemented a new platform for the insurance agency • Implemented a Wealth Management department

Education

• The University of Texas at Arlington

  Master of Business Administration (MBA), Finance

• The University of Texas at Arlington

  Bachelor of Business Administration (BBA), Finance, General