Experience

Pentucket Bank

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President - Senior Credit Risk Manager

  • Jan 2023 - Present

  Lead the teams that underwrite, administer, and close the Bank’s consumer and commercial loans. Manage the risks underlying the bank’s primary revenue drivers while focusing on the customer experience, employee development, and community engagement. Founded in 1891, Pentucket Bank is a mutual banking organization based in Haverhill, MA and serving the greater Merrimack Valley, including Southern, NH. Pentucket maintains superb ratings along with both FDIC and DIF insurance, guaranteeing all deposits in full. Without the obligation to pay stockholders, the bank remains focused on its customers and the growth of the local community. Show less

• Vice President - Credit Risk Officer

  • Jan 2020 - Dec 2022

• Assistant Vice President - Credit Department Manager

  • Feb 2018 - Dec 2019



Archdiocese of Boston

• United States
• Religious Institutions
• 200 - 300 Employee

• Budget Manager

  • Aug 2015 - Feb 2018

  Reporting to the Chancellor, responsible for managing the budgets of the Central Ministries of the Archdiocese of Boston and assisting with planning initiatives and financial analysis, including reporting to Archdiocesan councils and committees.

• Senior Consultant - Parish Financial Services

  • Sep 2011 - Aug 2015

  Supported parishes and schools with financial and strategic oversight in order to focus resources around mission. Involved heavily with a major organizational transformation initiative, Disciples in Mission, including developing best practices, leading presentations, and actively implementing with local leaders.The Archdiocese of Boston is the fourth largest archdiocese in the United States and is the spiritual home for more than 1.8 million Catholics. Centered in of one of the world’s great cities and spread across 144 communities in eastern Massachusetts, the Archdiocese of Boston is an ethnically diverse and spiritually enriching faith community consisting of vibrant parishes, well performing Catholic schools that are educating more than 42,000 students annually, and a social service outreach that is helping to assist more than 200,000 individuals each year. Show less



Pentucket Bank

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President - Portfolio Manager / Commercial Lender

  • Jan 2009 - Sep 2011

  Built a $130m commercial loan portfolio by becoming a trusted advisor to clients and their teams. Recommended debt structure and capital levels to senior management and the Board of Investment, and improved the credit review process by developing more advanced financial models and ratio analyses.

• Senior Credit Analyst

  • Jan 2007 - Dec 2008



Navigant

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consultant - Financial and Insurance Services

  • May 2005 - Dec 2006

  Customized intricate financial models, prepared statistical analysis, and created presentations for numerous Fortune 500 companies. Customized intricate financial models, prepared statistical analysis, and created presentations for numerous Fortune 500 companies.