Bio
Experience
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President & Ceo
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President & CEO
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Jul 2021 - Present
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President & CLO
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Jul 2020 - Jul 2021
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Executive Vice President
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Jan 2018 - Jul 2021
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Vice President, Retail
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Nov 2016 - Jul 2021
Working with key stakeholders within the gas industry and communities served by Energy Credit Union. Brand ambassador responsible for effecting growth by ways of internal and external development, strategic initiatives and influencing key relationships for Energy Credit Union. Responsible for optimizing lending department and growing relationships.
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Bromley Agency
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Greater Boston Area
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Consultant
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Dec 2015 - Oct 2016
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Greater Boston Area
Consultant Producer- working with credit union clients in areas of strategic initiatives, organizational development, lending, marketing and business development. Professional accomplishments include assisting clients leading to growth trajectory, new revenue generation and streamlined member exp...
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Vice President
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Sep 2013 - Nov 2015
Expertise in community financial institution needs specializing in wholesale institutional scope of business. Over ten years of experience in a combination of service providers and correspondent financial institutions serving credit unions. Professional background includes marketing, business dev...
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Director, Corporate and Retail Business
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Mar 2012 - Aug 2013
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Senior Business Consultant
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Nov 2005 - Feb 2012
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Uniti Credit Union
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Brockton, MA
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Marketing & Business Development Manager
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Mar 2004 - Oct 2005
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Brockton, MA
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Marketing Manager
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2000 - 2004
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Education
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1998 - 2000Green Mountain College, Vermont
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St. Georges Girls High School
Suggested Services
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Industry Focus. “Financial Services”
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References
Community