John So

Investment Manager at Credit Union of Texas

John So is an experienced finance professional currently serving as an Investment Manager at Credit Union of Texas, where responsibilities include conducting comprehensive research on potential mergers and acquisitions and managing due diligence processes for loan participations. Previously, John held the position of Senior Financial Modeling Analyst at the same organization, focusing on performance measurement and providing critical financial analysis for strategic recommendations. John also worked as an Underwriting Analyst at Intuit, assessing creditworthiness for SBA PPP loans and enhancing underwriting models to mitigate risk. Earlier experience includes commercial loan underwriting at Credit Union of Texas and financial analysis at ACCUCOM Technical Services, Inc. John holds a Bachelor's degree in Banking, Corporate, Finance, and Securities Law from The University of Texas at Dallas.

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Dallas, United States

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