About GreenPoint Financial
- •GreenPoint Financial is a division of GreenPoint Global which provides advisory, education, and technology services to the U.S. Community Bank industry across their balance sheet risk and liquidity segments.
- •GreenPoint's service group provides a full scale service package to community bank clients.
- •In addition, GreenPoint's trading business, K-Burns Advisors Inc provides trading expertise to Community Banks and Financial Institutions across two other business lines - production and management advisory services and trading execution.
- •GreenPoint also holds client data that is highly sensitive. As a financial services firm, it is expected to provide a secure and private data access to its clients. As a result it is compliant to the NCUA guidelines for SOC2 type 2.
- •GreenPoint's key services also cover data management, centralization, automation, reporting, and analytics.
- •GreenPoint uses a set of tools, processes, and trained resources focused on data analysis, visualization, and reporting, all built on a proprietary technology stack for community banks.
- •CBMAN is the proprietary technology platform. It includes various technology services, toolkits, and integrations.
- •Community Bank Manager is the primary offering to its community bank clients, with key modules for CECL, ALM, CBINVEST, and related services.
- •GreenPoint's vision is to be the standard platform for financial management for all Community Banks.
Our Senior Management
Sanjay Sharma, PhD
FOUNDER AND CHAIRMAN
Sanjay is a multi-faceted professional and serial entrepreneur. A seasoned business executive, consultant, inventor, and professor. He has pioneered innovative approaches to create data-centric frameworks for market risk, credit risk, counterparty credit risk, and treasury and investment management. He founded GreenPoint in 2010 and has since developed and led its growth from 2 to over 60 employees.
Sanjay is a well-known speaker at international and domestic forums. Most recently he has been invited by the Office of the Comptroller of the Currency (OCC), an independent bureau within the U.S. Department of Treasury, and Bank for International Settlements (BIS) in Switzerland, to speak on Artificial Intelligence.
Sanjay earned his undergraduate degree from IIT and then went on to achieve his M.B.A from Dartmouth College, a Ph.D. from NYU Stern School of Business, and a Post-Doctoral Fellowship from Harvard University. Sanjay also holds a role with Columbia University as Professor of Practice in their Financial Engineering Department.
Sanjay holds nine U.S. patents. He is also a published author with his most popular book – "From Idea to IPO" is an Amazon Top 10 Best Seller. He was recently recognized by Innovation International media and Forbes at the World Innovation Congress by receiving the "TOP 100 INNOVATOR" Award and is also listed in the Marquis "Who's Who" in Technology.
Ken Burns
MANAGING DIRECTOR
Ken serves as Managing Director for GreenPoint Financial, combining an extensive community bank industry network with proven financial services and investment management expertise. Formerly the Vice President and Managing Director of Operations for GreenPoint Global, Ken brings over 30 years of in-depth experience covering community bank investment risk management solutions, including Regulatory Advisory services.
His strong finance, business development and financial operations, regulatory compliance, and risk management portfolio of experiences helps him bring value to community bank partners and maximize innovative services for community bank partners. He has a record of success in the areas of capital market operations. He is also an expert in fixed income securities, derivative product analysis, and cash management.
In addition, Ken is a seasoned sales professional and account executive whose financial expertise includes investment analysis, risk management, and alternative investment strategies that help organizations maximize their returns and mitigate risks.
GreenPoint's operations include a wide array of financial models and risk analytics solutions including CECL, Balance Sheet / ALM / Liquidity Management, and other financial risk analytics. Ken works closely with both GreenPoint's ALM and CECL teams to deliver unique solutions to clients.
Harish Julka
CTO & COO
Harish Julka is a proven technology executive known for spearheading the CTO and COO functions for GreenPoint Financial. He leads a highly skilled team of technology, development, cloud, infrastructure, and database professionals. He has been instrumental in defining our technology architecture for the CBMAN platform using cutting edge technology, and helping build AI/ML integrations in the system across applications.
Within GreenPoint's business, Harish helps deliver core technology services to the Community Bank business while bringing a solid technology platform. His deep understanding of client requirements and technology enables him to align business strategy with technology capabilities to drive value and enable growth for clients across the client base.
Yu Dai
GLOBAL HEAD OF QUANTITATIVE ANALYSIS
Yu Dai is a senior quantitative analyst at GreenPoint Global, specializing in functional implementation and product design for CBMAN, GreenPoint's proprietary community bank analytics platform. With deep expertise in economic modeling, risk measurement, and statistical analysis, she plays a central role in the research, development, and quality assurance of CECL and ALM models and analytical functionalities within CBMAN.
A Georgetown University graduate with a Master's in Quantitative Finance, Yu Dai also holds an MBA from Shanghai International Studies University. She is currently pursuing her CFA certification. With a strong background in both domestic and international financial markets, she brings a data-driven analytical mindset to every facet of her work.
With a strong foundation in financial modeling and an analytical approach to problem-solving, Yu Dai plays a critical role in ensuring that GreenPoint's solutions empower community banks to manage complex regulatory compliance, risk management and financial challenges effectively.
Yongxue Zhou
SENIOR QUANTITATIVE ANALYST · CREDIT UNIONS
Yongxue demonstrates a strong quantitative and technological aptitude in implementing asset-liability management (ALM) related models and reports for GreenPoint's Community Bank Manager platform. She has extensive experience in liquidity management and risk analysis, and her proficiency in programming languages like Python and MATLAB enhances her analytical and technical capabilities.
With a strong background in asset-liability management and risk analysis, she expertly maps complex financial scenarios using advanced quantitative models and simulation methods, including Monte Carlo simulation and scenario analysis.
Matthew Gaertner
GLOBAL HEAD OF SALES AND CLIENT SUCCESS
Matthew Gaertner is a seasoned sales professional with deep expertise in the financial services, community bank industry, and asset management sectors. With an extensive background in business development, relationship management, and strategic partnerships, he has a proven track record of building and managing complex client portfolios.
Matthew's experience spans business analytics, AI Modeling, and investment products, delivering tailored solutions for diverse client needs. His ability to forge strong client relationships and drive revenue growth underscores his effectiveness as a sales leader.
With a thorough grasp of institutional and retail channels, Matthew leverages his broad industry knowledge to identify opportunities, enhance product offerings, and deliver results for clients and stakeholders.