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- Spent 25 years as an investment analyst, working on both the buy- and sell-sides.
- Covered all aspects of banking and financial services industries, with research distinguished by its in-depth coverage of banking technology and the international operations of US banks.
- Visited banks in over 60 countries during her career.
- Won a variety of awards and was a frequent press commentator on industry and company events.
- Consulted with a number of banks on projects relating to strategy, business execution, and investor communications.
- Was an advisor to Citigroup’s Global Consumer Group for two years, during which she was the acting head of the International Retail Bank.
- Covered 39 countries, $6 billion in revenues, and $1.6 billion in net income while at Citigroup.
- Earned a B.S. in economics from the Wharton School at the University of Pennsylvania with a double major in finance and health care administration.
- Also attended the University of California at Davis.
- Awarded her Chartered Financial Analyst designation (CFA) in 1981.
About Live Oak Bank
Live Oak Bank is a fully digital bank offering a range of business and personal banking services, including high-yield savings accounts, CDs, and various loan options. It is the #1 SBA 7(a) lender by dollar amount for FY 2023 and provides FDIC insurance up to $250,000 per depositor.
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