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Wilary Winn LLC
  • (651) 224-1200
  • Services
    CECL
    & ALM
    • Credit Risk
      • Current Expected Credit Loss (CECL)
      • Capital Stress Testing
      • Concentration Risk Management
      • Real Return Analyses
    • Outsourced ALM Advisory
      • Interest Rate Risk Management
      • Budgeting and Balance Sheet Optimization
      • Liquidity Stress Testing
    Mergers &
    Acquisitions
    • Preliminary and Final Merger Valuation
    • Accretion True-up
    • Goodwill Impairment Testing
    • ASC 310-30
    Valuation of
    Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • Commercial Servicing
    Additional
    Services
    • Mortgage Banking Derivatives (IRLCs)
    • Fair Value Footnotes
    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • SBA 7(a) Gain on Sale
    • TDRs
    • Non-Agency MBS
    • TruPS
    Overview of Services
  • Our Company
    • About Us
    • Our Team
    • Relationships
  • Services
    • Overview of Services
    • CECL & ALM
    • Mergers & Acquisitions
    • Valuation of Loan Servicing
    • Additional Services
  • Resources
  • News & Events
  • Contact Us
  • Careers

Our Team

Our team of dedicated, conscientious, detail-oriented professionals can help you with your most complex needs. Our team members have degrees in finance, actuarial science, economics, risk management, mathematics and accounting.

Senior Team

Frank J. Wilary
Principal and Co-founder

Mr. Wilary ensures that client deliverables are of superior quality and that best practices are used across the firm's lines of business.

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Douglas M. Winn
President and Co-founder

Mr. Winn is a nationally recognized expert regarding accounting and regulatory reporting for financial institutions.

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Eric J. Nokken
Director

Mr. Nokken is an expert in the accounting and regulatory reporting related to mortgage banking activities.

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Matt Erickson
Managing Director

Mr. Erickson leads the CECL & ALM and Concentration Risk Management business lines and assists with Mergers & Acquisitions.

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Cheryl Cronkhite, CPA
Controller

Ms. Cronkhite plays a key role in the firm's financial reporting, planning and budgeting.

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Anneliese Ramin
Manager

Ms. Ramin uses her actuarial science skills to perform valuations of loan servicing and pooled trust preferred CDOs.

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Joseph Trabant
Manager

Mr. Trabant joined the firm in 2016 and works primarily on ALM, concentration risk management and CECL Readiness valuations.

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Cole Schulte
Manager

Mr. Schulte focuses on Wilary Winn's fair engagements including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and ASC 310-30 accounting.

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Michael Tessier
Manager

Mr. Tessier focuses on asset liability management, concentration risk analyses, and Current Expected Credit Loss (CECL) calculations.

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Financial Analysts

Hao Xu
Senior Financial Analyst

Ms. Xu joined the firm in 2017 and focuses on ongoing ALM engagements, concentration risk analyses and ALM validations.

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Lily Landsberger
Financial Analyst II

Ms. Landsberger received a Bachelor's Degree in Finance from the University of Wisconsin-Madison.

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Dairong (Grace) Cheng
Financial Analyst II

Ms. Cheng graduated with an MBA in Corporate Finance and Investment Banking from the University of Wisconsin-Madison.

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Jake Coulson
Financial Analyst II

Mr. Coulson joined Wilary Winn in May 2019 after graduating from the University of Minnesota with a Bachelor’s Degree in Mathematics with an emphasis in Actuarial Science and minors in Statistics and Risk Management

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Kyle W. Staudt
Financial Analyst

Mr. Staudt joined Wilary Winn after graduating from the University of Wisconsin-Madison with a Master's Degree in Accounting.

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Zachary D. Garvis
Financial Analyst

Mr. Garvis joined Wilary Winn after graduating form the University of Minnesota with a Bachelor's Degree in Finance and a Minor in Mathematics.

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Bill Nguyen
Financial Analyst

Mr. Nguyen joined the firm after graduating from the University of Missouri with a Bachelor's Degree in Business Administration with an emphasis in Finance.

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Connor Barth
Financial Analyst

Mr. Barth joined Wilary Winn after graduating from the University of St. Thomas with a Bachelor’s Degree in Finance and a Minor in Data Analytics.

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Connor Smith
Financial Analyst

Mr. Smith joined Wilary Winn after graduating from the University of Minnesota with a Bachelor’s Degree in Finance and a Minor in Business Analytics.

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Gabe Richardson
Financial Analyst

Mr. Richardson joined Wilary Winn after graduating from the University of Minnesota with Bachelor’s Degrees in Finance and International Business.

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Aaron Furlano
Financial Analyst

Mr. Furlano joined Wilary Winn after graduating from Bethel University with a Bachelor’s Degree in Economics and Finance, and in Business with an emphasis in Analysis and Analytics.

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Support

Darlene Wood
Executive Assistant

Ms. Wood has over thirty years of experience as an executive assistant and operations support manager.

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Featured

Loss Reserve Increases for the Four Largest U.S. Bank Holding Companies Related to the COVID-19 Pandemic

Introduction The four largest bank holding companies in the United States:  JP Morgan Chase & Co., Bank of America Corporation, Citigroup Inc. and Wells Fargo & Company held approximately $10 […]

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What our clients say

We have worked with Wilary Winn twice in the last couple of years with our acquisition accounting. The professionalism, concise directions, and depth of knowledge that Sean provided to us […]

Tammy Blawat, Chief Financial Officer, Border State Bank – Fargo, ND
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About Wilary Winn

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  • CECL & ALM
  • Mergers & Acquisitions
  • Valuation of Loan Servicing
  • Additional Services
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  • (651) 224-1200
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