David Oppenheimer

David Oppenheimer has over 40 years of experience working in a variety of roles within the commercial banking industry. During his career with Bank of America Business Capital, Mr. Oppenheimer developed strong relationships with customers, managed a team of lenders responsible for structuring, negotiating, preparing credit presentations for new deals and deal modifications, documenting and risk rating all transactions. David was a key player in start up of regional office hiring, training and developing lenders, auditors, collateral analysts and back room loan accounting. Mr. Oppenheimer graduated from Wharton School, University of Pennsylvania with a BS in Economics, concentration in Finance. He joined the Casey Group in 2013.

Specific Areas of Expertise Include:

• Collateral Monitoring and Compliance Tracking
• Portfolio Loan Review
• Trend Analysis
• Financial Statement Analysis
• Loan Underwriting
• Loan Workouts

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