Email: jmiller@wuhoover.com
Experience:
Treasury Management
Experienced senior financial executive in treasury management, he was the Treasurer at United Commercial Bank. His expertise are in fixed income portfolio management, interest rate risk management, liquidity management, foreign exchange management, wholesale funding operations, and international treasury management.
He has experience building portfolios with money market instruments, agency mortgage-backed securities, non-agency residential mortgage-backed securities, commercial mortgage-backed securities, collateralized loan and debt obligations, agency collateralized mortgage obligations, agency notes, investment-grade corporate bonds, asset-backed securities, and U.S. municipal bonds. These portfolios were managed to concentration, duration, structure, credit, and capital limits.
His experience with liquidity management includes: negotiating lines of credit with commercial banks and broker/dealers, including the line terms and related documentation such as loan agreements, covenants, repurchase agreements, ISDA agreements, and credit support agreements; developing multi-entity cash flow forecasts, scenario analysis, and stress testing; and creating robust policies, processes and procedures for managing liquidity.
He created and strengthened corporate policies and procedures for asset/liability management, investments, cash and liquidity management, foreign exchange, derivatives, and counterparty management. These improvements incorporated new business initiatives and growth, corporate governance best practices, accounting guidance, and regulatory requirements.
Other competencies include building foreign exchange operations, integrating the treasury operations of multiple acquisitions, and overseeing treasury operations in Asia.
Affiliations:
CFA Institute
CFA Society of San Francisco
Chinese Culture Foundation of San Francisco,
Board Director and Past President
Education:
Master of Business Administration
University of Washington
Bachelor of Science, Business Administration
University of California, Berkeley
