Bret Black
Chief Financial Officer
Summary
A highly experienced finance and investment professional with a deep background in financial management, portfolio strategy, risk analysis, and economic forecasting. With over a decade of leadership in financial services—ranging from corporate finance to municipal asset management and investment advising—I bring a unique blend of real-world expertise and public speaking experience that translates seamlessly into an engaging and impactful classroom environment. As a Chief Financial Officer, Institutional Portfolio Manager, and Financial Advisor, I have managed complex portfolios, led financial strategy for large institutions, and educated professionals through conference presentations and networking leadership. Passionate about mentorship and financial education, I am eager to leverage my expertise to prepare students for success in business, finance, and investment careers.
Overview
16
16
years of professional experience
Work History
Chief Financial Officer
Strata Credit Union
08.2022 - Current
- Chaired the ALCO Committee, overseeing interest rate risk, liquidity, and investments.
- Led Accounting, Finance, Investment Services, and BSA/Risk Management teams.
- Provided financial reports and strategic insights to the board and regulators.
- Developed financial models to enhance profitability and risk management.
Principal Treasury Investment Officer
County of Kern
06.2014 - 08.2022
- Managed a $5 billion short-duration fixed-income portfolio as sole trader and analyst.
- Served as the sole portfolio manager, conducting cash flow forecasting and risk analysis.
- Led municipal debt issuance and treasury operations for public entities.
- Presented economic and market insights at industry conferences.
Financial Advisor
Various
06.2009 - 06.2014
- Provided customized financial planning for 200+ households.
- Advised on retirement, investments, and risk management strategies.
- Conducted market and economic presentations for clients.
- Developed multi-asset portfolios aligned with client goals.
Education
Bachelor of Science - Business Administration
California State University, Bakersfield
Bakersfield, CASkills
Risk Management - Portfolio Management - Investment Strategy - Public Speaking - Financial Statement Analysis - Strategic Financial Planning
Affiliations
- IMPAC
- GIOA
- CMTA
- CDIAC
- CACTTC
Timeline
Chief Financial Officer
Strata Credit Union
08.2022 - Current
Principal Treasury Investment Officer
County of Kern
06.2014 - 08.2022
Financial Advisor
Various
06.2009 - 06.2014
Bachelor of Science - Business Administration
California State University, Bakersfield
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