Dave is a Director with Northland BancPath.  He provides asset/liability management consulting for bank clients to manage interest rate risk and maintain and grow interest margin through the use of the BancPath model.  He also works with bank clients on their bond investments and portfolio strategies.

Dave holds the following securities licenses:

Series 52 MSRB Municipal Securities Registered Representative

Securities Industry Essentials (SIE) Exam

Series 7 General Securities Representative Qualification

Series 63 Uniform Securities Agent State Law Examination

Dave has provided market analysis and strategy through webinars and publications offered and published by various banking associations.

Dave is a 1985 graduate of Kansas State University where he earned a B.S. in Finance and Accounting.  For the 12 years after college, he worked for Smith Breeden Associates, a bank/S&L investment counseling firm, assisting institutions in managing their interest rate risk and investing in and trading mortgage-backed securities (MBS).  The subsequent ten years were spent managing agency and non-agency MBS and loan portfolios at a publicly-traded mortgage REIT along with managing the firm’s interest rate risk.  Dave spent the ten years prior to joining Country Club Bank as a partner in a private hedge fund trading non-agency MBS.

Dave joined the organization in August 2019.