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How to Create Projections for C&I Lending

About the Presenter

Rick Dailey

Rick Dailey, Senior Credit Risk Consultant

Rick Dailey is a Senior Credit Risk Consultant on the Client Services team at Sageworks. Since joining the team in June of 2005, he has worked with hundreds of financial institutions to improve their profitability and manage risk. Rick received his bachelor’s degree in economics from Washington and Jefferson College in Washington, PA, and has spent his career focusing on small business sales and training education. His past experience includes managing a family retail business in western Maryland and serving on a bank board of First United Bank & Trust Oakland MD.