Lewis Beatty

Work history:

• Job Title: Director

  Company: First Hope Bank

  Period: April 2012 - present

  Role Description:

  As a Director, I provide guidance, review, and direction as a member of the Board to senior executives of the Bank. This also include interacting with various regulators, auditors, and other outside consultants seeking approval and direction from the Board. At various points, I served on the Audit, Loan, Personnel, Funds Management, and Investment Committees. 

• Job Title: Chief Strategy Officer

  Company: First Hope Bank

  Period: June 2019 - January 2024

  Role Description:

  This position leveraged my professional experience and education. I played an active role in multiple executive-level committees of the bank ranging from the Executive, Asset Liability Management, Loan Management, Information Technology, and other decisions meriting the attention of senior management. With the focus primarily on marketing, the aim was to be a more active on social media. With the assistance of an outside firm, I developed strategic policies and procedures to effectively broadcast the message of the Bank to a wider, more digital audience. During my tenure, the Bank redesigned the website, which was a large portion of my responsibility. Being in charge of marketing, I was responsible for the upkeep of the non-transactional portion of the website, creation of advertisements, social media, and other media. In addition, I also directed the annual strategic planning process, involving executives and departments from across the Bank. One of my proudest achievements was managing the ESOP (Employee Stock Ownership Plan). I thoroughly enjoyed meeting with each new entrant and explaining the importance of the plan, to not only the employee but to the Bank as a whole. 

• Job Title: Chairman of the Board Of Directors

  Company: First Hope Bank

  Period: July 2016 - December 2023

  Role Description:

  I led the monthly meetings & shareholder meetings. As Chairman, I participated on the Loan, Personnel, Investment and Funds Management Committees. Additionally, certain regulatory documents required my review and signature. During my tenure, the Bank had to face the quarantine caused by the COVID-19 pandemic and historically low interest rates, compressing net interest margins. Additionally, this also involved random interaction with various regulators and outside auditors. 

• Job Title: Chief Financial Officer

  Company: First Hope Bank

  Period: February 2002 - June 2019

  Role Description:

  Serving on the Executive Committee of the Bank, I provided the Board and Executive Management with guidance on a wide variety of financial and accounting issues, facing the Bank, on a weekly, monthly, quarterly, and annual basis. This included shaping bank strategy and growth during my tenure. As part of my day-to-day responsibilities, I was responsible for all accounting of the bank. This required interaction with regulators, auditors, and various members of management. I supervised a staff of between 4-5 individuals at one time, handling accounts payable, Interest-Rate Risk (IRR) Management, the investment portfolio, bank profitability, capital ratios, regulatory reporting, financial reporting, ESOP management, deferred compensation plans for the Board and certain Executives,
  shareholder communication, and budgeting. During my tenure, I set up and installed the ESOP plan. The investment portfolio I managed consisted of mainly mortgage-backed securities, municipal bonds, some bank owned CDs, agency bonds, and the occasional corporate bond. The portfolio ranged between $50 million and $100 million dollars due to bank growth. This was accomplished through dealing with various outside brokers, which also required managing to some degree. 

• Job Title: Assistant VP Retail Operations

  Company: First Hope Bank

  Period: August 1999 - February 2002

  Role Description:

  I entered the bank in a management training program of sorts with a wide variety of responsibilities. I began my tenure in the consumer lending department, learning to underwrite to Bank standards Home Equity Lines of Credit, Home Equity Fixed loans, car loans, and Demand Deposit Loans. In addition to the responsibilities, I also managed the corporate website, installed & managed a customer call center, implemented Internet banking, and began to learn the treasury function of the Bank. Learning the treasury function involved performing various reconciliations, sitting in on various meetings with executive management, and other projects as assigned by senior
  management and the CFO. 

Education:

• The Wharton School

  Master's Degree – ABA Stonier Graduate Degree in Banking, Banking and Financial Support Services

  Period: June 2005 - June 2007

• Wake Forest University School of Business

  Master of Business Administration (M.B.A.) – Finance – Commercial Banking

  Period: August 1997 - May 1999

• St. Andrews Presbyterian College

  Bachelor's Degree – Business Administration and Management

  Period: August 1993 - May 1997