"As a former CEO for two banks, and after providing consulting services to more than 100 other community banks, I rank Deb at the very top of those bank CFOs with whom I have interacted. She and I have worked together over the past decade and I have witnessed her unique talent for conveying financial data in a way that is structured yet easy to comprehend, especially to bank management and boards of directors.”
“Deb is a dedicated financial professional with extensive insight of SEC reporting, regulatory requirements and raising capital. She is task oriented in her approach to move a company forward. Deb has extensive knowledge and background working with
Management teams, boards and Institutional Investors.”
“I’ve had the opportunity to work with Deb on several projects over the last seven years, including multiple capital offerings and a merger. During my time working with Deb, she was instrumental in preparing detailed financial projections and comparing these projections to different alternative scenarios. Deb has an extensive knowledge of financial reporting, SEC reporting, tax reporting, and bank regulatory reporting requirements, which proved to be invaluable. During the merger, Deb was very involved in the due diligence process. She spearheaded a team that identified detailed merger-related cost savings and synergies. She was also very involved in accounting for the merger, including the purchase accounting. I find Deb to be very meticulous and detail-oriented, yet she still has an appreciation for the larger financial and strategic issues. She has the ability to relate to a variety of constituents including shareholders, investors, auditors, regulators, management, directors, customers and other employees.”
Excellence in Analysis, LLC
P.O. Box 400, Wicomico Church, Virginia 22579
Remember - the Devil is in the Details!
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