First Business Bank is pleased to welcome Jennifer Hatfield as financial analyst for the bank consulting team.
Jennifer Hatfield has more than seven years of experience serving financial investment and banking institutions. In her role, she compiles investment transaction documentation and investment meeting materials, diligently works with bank consultants compiling fixed income security offers, and assists with settlements.
Her prior professional experience includes positions that allowed her to assess the risk of business decisions, demonstrating consideration for safeguarding the financial institution and its clients. She previously passed the Series 7 and Series 6 securities license exams while working for an investment advisory firm. Hatfield earned a bachelor’s degree from the University of Colorado – Colorado Springs.
“We’re pleased that Jennifer joined our team,” said Bill Uelmen, president – bank consulting for First Business Bank. “Her experience is a great match and will help us as we grow our services and the number of bank clients we’re helping.”
The bank consulting team provides balance sheet management, investment portfolio services, asset liability management (ALM) modeling, and ALM consulting to financial institutions nationwide.