JD has been a vital part of Accolade and Corporate One since March 2019, when he joined us as Vice President of Strategic Advisory Solutions. In this role, he significantly contributed to Accolade clients in helping them formulate and execute effective balance sheet strategies. As CEO, JD sustains a clear vision for the organization and establishes the business strategy to support Accolade's mission of helping credit unions.
JD discusses the NCUA Examiner Priorities, walks through an analysis of a USDA loan purchase opportunity, and then wraps with current investment rates.