Experience

Enterprise Bank (Enterprise Bancorp)

• United States
• Banking
• 300 - 400 Employee

• Vice President Commercial Lender

  • Mar 2020 - Present

  Lexington, Massachusetts • Commercial Lender Specializing in C & I Loans & Lines of Credit, Commercial Investment Property Financing, & Construction Financing. • Concentrating in Corporate Buyouts, Business Acquisitions & Divorce Asset Allocation Specifically, Settlement Lending. • Facilitates Clients within a Complex Global Economy; Establishing Additional Revenue Streams to Achieve Business Growth YOY. • Business Advisor/Consultant Working Closely with Clients to Manage both Short & Long Term Goals.



Rockland Trust

• United States
• Banking
• 700 & Above Employee

• Vice President - Commercial Lender

  • Oct 2016 - Mar 2020

  Massachusetts • Commercial Lender Specializing in C & I Loans & Lines of Credit. • Concentrating in Corporate Buyouts, Business Acquisitions & Divorce Asset Allocation Specifically, Settlement Lending. • Facilitates Clients within a Complex Global Economy; Establishing Additional Revenue Streams to Achieve Business Growth YOY. • Business Advisor/Consultant Working Closely with Clients to Manage both Short & Long Term Goals.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President - Senior Client Manager

  • Dec 2008 - Oct 2016

  ·Manages a portfolio of commercial clients across a broad range of industries; specifically working with clients in the Northeast market. ·Analyzes the client's financial and operating strategies; makes recommendations for alternative or additional financial solutions including treasury and credit solutions to best meet the client's immediate and long-term financial needs. ·Manages client's expectations and creates a unique relationship in order gain the status as a trusted business… Show more ·Manages a portfolio of commercial clients across a broad range of industries; specifically working with clients in the Northeast market. ·Analyzes the client's financial and operating strategies; makes recommendations for alternative or additional financial solutions including treasury and credit solutions to best meet the client's immediate and long-term financial needs. ·Manages client's expectations and creates a unique relationship in order gain the status as a trusted business advisor.

• Business Development Officer

  • Dec 2006 - Dec 2008

  ·Managed relationships for new and existing small business owners to help them streamline their business with their banking. ·Analyzed business plans and made recommendations to existing small business owners to aid them with their banking needs. ·Specifically worked with start up companies to assist them in navigating, understanding and utilizing the Bank to grow their business.