Axos
Matt Holdaway, CFA, CPA is currently working as a VP at Axos Bank with previous experience in investment portfolio management at BofI Federal Bank. Prior to this, Matt worked as a Treasury Analyst and Senior Accountant at PwC. Matt holds a Masters degree in Accounting from Brigham Young University. Matt's expertise includes securities valuation and analysis, 10-Q/ALCO reporting, and investments in various sectors such as MBS, CLO, ABS, SBIC-SBA, and LIHTC.
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Axos
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Axos Bank (formerly BofI Federal Bank) is a technology-driven financial services company that provides a diverse range of products and services for personal, business, and institutional clients nationwide. We believe in liberating people from the constraints of traditional banking and challenging conventional wisdom. By giving people the tools they need to make real progress, we give them the freedom to focus on what matters most.