2024 Strategic Summit
FORMERLY THE ECONOMIC & PAYMENTS FORUM
SAVE THE DATE!
October 7-9, 2024
La Cantera Resort & Spa
San Antonio, Texas
Mark DeBree, CFA
Managing Principal
As Managing Principal at Catalyst Strategic Solutions, Mark directs risk consulting, balance sheet advisory and broker/dealer services for credit unions nationwide. Formerly the organization’s Vice President of ALM Services, Mark has 16 years’ experience consulting credit unions on interest rate risk, liquidity risk, strategic planning, member deposit behaviors and mortgage servicing portfolios. Drawing on his broad industry expertise, Mark has also been instrumental in developing a number of new products and services that directly benefit client credit unions.
Since joining Catalyst Strategic Solutions as an ALM analyst in 2002, Mark has progressed through various roles in the ALM department to his current position. Previously, Mark worked as a financial analyst at Richmark Capital Corporation, where he was responsible for performing financial analysis on organizations seeking external capital. Mark also worked at Salomon Smith Barney in New York and has held FINRA Series 7 & 63 securities licenses.
Mark has both a bachelor's and a master's degree in business administration with a concentration in finance from Texas Tech University. He is a certified Chartered Financial Analyst (CFA). He is also a frequent speaker at credit union and examiner meetings.