Experience

Zozimus Agency

• United States
• Advertising Services
• 1 - 100 Employee

• Executive Vice President Account Management

  • 2014 - Present

  Boston Zozimus Agency's philosophy is that the best branding always starts with clearly defining the "why" - as in, why does this company exist? Specializing in the perfect mix of strategy, creative might, digital performance and public relations, Zozimus Agency exists to help our clients realize their dreams. I joined this growing boutique agency to lead the Financial Services sector practice, where we have the skills and experience to help the technologically advanced, but heavily-regulated… Show more Zozimus Agency's philosophy is that the best branding always starts with clearly defining the "why" - as in, why does this company exist? Specializing in the perfect mix of strategy, creative might, digital performance and public relations, Zozimus Agency exists to help our clients realize their dreams. I joined this growing boutique agency to lead the Financial Services sector practice, where we have the skills and experience to help the technologically advanced, but heavily-regulated financial services sector (including banks, credit cards, mutual funds, asset management, wealth management, equity and all aspects of insurance, both P&C and L&H). In addition to our Financial Service sector, we also have grown out a robust Education practice for ed-tech, higher ed and adult /workplace learning. I now lead our team of highly accomplished Account Managers, who quarterback all aspects of our client engagement process. Show less



Boston School Committee

• Vice Chair and past Chairperson

  • Jul 2008 - Present

  Boston, MA Appointed Member of the Boston School Committee, which has oversight responsibility for the Boston Public School system and its 49,000 students, 8,100 employees, 127 schools and $1.4B dollar budget. Annually elected by fellow members as Chairperson 2013-2017 and Vice Chair for 2012, then again as Vice Chair in 2021, 2022 and 2023. Originally appointed by Boston's Mayor Menino in July, 2008 to fill an interim term. Reappointed December 2008 for full four year term, then reappointed again in… Show more Appointed Member of the Boston School Committee, which has oversight responsibility for the Boston Public School system and its 49,000 students, 8,100 employees, 127 schools and $1.4B dollar budget. Annually elected by fellow members as Chairperson 2013-2017 and Vice Chair for 2012, then again as Vice Chair in 2021, 2022 and 2023. Originally appointed by Boston's Mayor Menino in July, 2008 to fill an interim term. Reappointed December 2008 for full four year term, then reappointed again in December 2012 for a second four-year term. Reappointed by Boston's Mayor Walsh to 3rd four-year term in January 2017 and 4th four-year term in January 2021. Show less



Council of the Great City Schools

• Education Administration Programs
• 1 - 100 Employee

• Past Chair Of The Board Of Directors

  • Jul 2014 - Present

  Washington D.C. Metro Area The Council of the Great City Schools represents the top 78 urban school districts in the US. The Executive Committee is the elected governing body of the organization, consisting of 12 superintendents, 12 school board members and one higher-ed representative. Member of the Executive Committee - July 2014-June 2023 Secretary-Treasurer of the Board - July 2018 - June 2019 Chair-Elect of the Board - July 2019 - June 2020 Chair of the Board - July 2020 - June 2021 Immediate Past… Show more The Council of the Great City Schools represents the top 78 urban school districts in the US. The Executive Committee is the elected governing body of the organization, consisting of 12 superintendents, 12 school board members and one higher-ed representative. Member of the Executive Committee - July 2014-June 2023 Secretary-Treasurer of the Board - July 2018 - June 2019 Chair-Elect of the Board - July 2019 - June 2020 Chair of the Board - July 2020 - June 2021 Immediate Past Chair - July 2021 - June 2022, then again January 2023-June 2023 (due to retirement of successor) Chair of the Audit Committee - July 2018 - June 2019 Co-chair the Leadership, Governance & Finance Task Force - July 2017 - June 2020, July 2021 - Present. Finalist for the Green-Garner Award for Top Urban Educator of the Year in 2017 and 2021 Show less



SBLI

• United States
• Insurance
• 100 - 200 Employee

• Senior Vice President Marketing and Distribution

  • Apr 2010 - May 2013

  Woburn, MA Led sales and marketing efforts for this 105 year old, cutting-edge life insurance and annuity provider, growing to do business in 49 states through two channels. Distributed direct to consumers through a Direct Channel. Additionally, Independent Distribution channel worked with the top national and regional Managing General Agencies, other Direct Marketers and key bank partners. Substantial growth achieved.

• Board Member

  • Jun 2003 - Apr 2010

  Member of the Board of Directors. Member Audit Committee. Member Contributions Committee. Resigned Board seat in April 2010 to join company full-time in senior executive role.



U.S. Trust

• Financial Services
• 700 & Above Employee

• Senior Vice President, Private Client Advisor

  • Nov 2007 - Apr 2010

  I led a team of dedicated professionals handling the investment, trust, credit, banking and wealth planning needs for successful individuals and families. As a former commercial lender for 20+ years, a particular emphasis and expertise was working with senior corporate executives and owners of privately held businesses.



CFG Insurance Services

• President

  • 2000 - 2007

  Led Citizens Financial Group's division for insurance agencies. Co-led two insurance agency acquisitions and integration into Bank. Managed all aspects of daily operations, full responsibility for achievement of budget objectives, cross-sell efforts with Bank clients, development of new products and procedures. Co-led ultimate successful sale (for CFG and for employees of the agencies) to strategic acquiror.



Citizens Financial Group

• Senior Vice President

  • 2000 - 2007

  Successfully co-developed, introduced and managed commercial sales management effort across New England. Developed cross sell effort, including full incentive and performance management tracking. Led effort to raise awareness of Citizens Bank's commercial presence. Citizens Financial Group is wholly owned by the Royal Bank of Scotland



US Trust (UST Corp)

• Regional President

  • 1987 - 2000

  Last position was one of six Regional Presidents, leading the Bank's retail and commercial presence in Boston's MetroWest region for 1997-2000. Prior position included Commercial Team Leader and Commercial Lender to small and mid-sized businesses located in New England.