Managing Principal / President / CEO (Business Performance Management, Strategy, Growth)

• Feb 2012 - Present

Sloane Partners is business strategy and investment firm. We parachute into stalled, mature companies to provide solution-paths to business success. We focus on performance improvement, including strategic planning, succession, sales strategies, execution, margin, expense control, personnel measurement, and business discipline to ensure success. Learn more at www.sloanepartnersllc.net. Sloane Partners is business strategy and investment firm. We parachute into stalled, mature companies to provide solution-paths to business success. We focus on performance improvement, including strategic planning, succession, sales strategies, execution, margin, expense control, personnel measurement, and business discipline to ensure success. Learn more at www.sloanepartnersllc.net.

Senior Advisor

• Sep 2019 - Present

President / CEO (Senior Banking Executive / Financial Executive / FinTech)

• 1980 - 2010

Century was the largest family-owned bank in New England and one of Boston Globe's top performing publicly traded companies in Massachusetts. ►Led all aspects of the bank including lending, operations, business development, and marketing. ►Developed a four-pronged revenue strategy in corporate lending, cash management, retail, and wealth management. This diversification provided solid earnings streams, which were especially valuable during economic swings. ►Oversaw the institution as it invested heavily in technology/competed against larger institutions gaining significant market share without acquisitions. ►Utilized extensive understanding of market trends, change, disruptors, the need to carve-out successful niches & revenue diversification as a core to enterprise risk management. ►Created a highly-energized and stable management team. ►Significantly expanded the bank’s loan portfolio. ►Was an early adopter and innovator of company-wide risk management strategies. ►Developed corporate, institutional and municipal cash management products. ►Expanded successful fee-based revenue streams. ►Developed an enviable sales culture, which resulted in rapid development of the bank’s retail branch network, geographic footprint, and market recognition. ►Was strongly committed to corporate philanthropy/held leadership positions on public charitable Boards, including, American Heart Association, Catholic Charities of Boston, YMCAs of Greater Boston, Boy Scouts of America (Boston Minuteman Council & Northeast Region), New England Province of Jesuits, ADL, Tufts University Board of Overseers, and New England Baptist Hospital. ►Retired from the vibrant, highly profitable $3 billion company to lead Sloane Partners, a business strategy/investment firm focused on governance, strategic planning, sales funnel focus, operations implementation, performance improvement/turnaround, management structure/discipline, succession planning, family/partner dispute resolution & exit execution. Show less