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David Green PhD, CFA
Founder at David Green Advisors


Dr. Green is a widely recognized consultant and lecturer specializing in risk and balance sheet management at financial institutions. For more than 25 years, he has worked in banking, bank regulation, and software development. Prior to consulting, he served as the Treasurer at BankUnited, the largest bank headquartered in Florida, where he was responsible for the investment portfolio, funding and derivatives, secondary marketing, FTP and ALM. Prior to this, he was the A/L Manager at SunTrust Bank where he built and managed all of the static and stochastic interest rate risk models for the bank and coordinate a number of business functions including budgeting/forecasting, funds transfer pricing and strategic balance sheet management.

Dr. Green is a former Chairman of the Georgia Bankers Association's A/L Management Committee. He also served as a Bank Examiner at the Federal Reserve Bank of Atlanta, where he also spent two years in research while completing his Ph.D. He was Chairman of SunGard/Bancware's US Client Advisory Council for many years. Dr. Green holds a Ph.D. in Economics from Georgia State University, a BS in Applied Mathematics from Georgia Tech and is a CFA charter holder.

David Green PhD, CFA's Network

Agenda Sessions

  • Modeling NMDs for Behaviors Under Stress

  • Aligning Risk and Profitability Management through Funds Transfer Pricing