Senior Advisor
Jim Causey is an experienced executive with corporate finance and operations experience in community banks, thrift institutions, and bank and thrift consulting firms. Jim advises clients on capital planning, corporate treasury, liquidity, risk management, and strategic transactions. Jim has a long history in corporate finance and capital transactions, including federally assisted and nonsupervisory bank mergers and acquisitions, purchases and sales of mortgage companies and servicing portfolios, and new bank start-ups.
As a former director and executive officer (including Chief Financial Officer and Chief Retail Banking Officer) for two community banks, Jim’s 36 years of experience enables him to provide strategic and practical advice to banks on the challenges they face today. In addition, his extensive consulting experience includes serving as Managing Director of Kaplan, Smith & Associates, a nationwide consulting and financial advisory firm acquired by Credit Suisse First Boston, and various related companies.
Jim holds an MA in Economics from George Mason University in Fairfax, Virginia and a BA in American Studies and English from Millikin University, Decatur, Illinois.
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