Experience

Reading Cooperative Bank

• United States
• Banking
• 1 - 100 Employee

• EVP Chief Banking Officer

  • Mar 2021 - Present

  United States

• SVP, Chief Lending Officer

  • Mar 2021 - Jul 2022

  Reading, Massachusetts, United States



Forward Focused Business Advisors

• United States
• Business Consulting and Services

• Strategic Advisor

  • Dec 2019 - Present

  Dedham, Massachusetts, United States We help CEO’s of companies and financial institutions create a High-Performance Culture and learn the fundamentals of developing their high potential employees, as well as attract and retain the BEST talent so they can focus on growth, new technologies and building market share. Employees are your most expensive and most valuable asset. At FFBA we help you create great teams and and develop leaders internally so that you can maximize your most valuable asset. ​



ExecHQ® - Bringing Expertise to the Table

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Principal

  • Mar 2020 - Mar 2021

  Greater Boston I believe that every company and executive needs a little help from time to time. I am one of a number of experienced, successful executives who believe in passing it forward. ExecHQ is a consulting firm comprised of executives with extensive C-Suite (e.g. CFO, COO, CMO, CEO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by CEOs and business owners. ​ We offer fractional, interim or project-based services to clients that need a… Show more I believe that every company and executive needs a little help from time to time. I am one of a number of experienced, successful executives who believe in passing it forward. ExecHQ is a consulting firm comprised of executives with extensive C-Suite (e.g. CFO, COO, CMO, CEO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by CEOs and business owners. ​ We offer fractional, interim or project-based services to clients that need a higher level of expertise or experience than they currently have or have the ability to retain on a full-time basis. Many CEOs and/or business owners can better focus on their core responsibilities and reach maximum effectiveness when they are able to take off some of their multiple hats, delegating these areas of responsibility to trusted business advisors. Show less



TCB - The Cooperative Bank

• United States
• Banking
• 1 - 100 Employee

• President/CEO

  • Jun 2014 - Jul 2019

  Greater Boston Area As the President/Chief Executive Officer and member of the Board of Directors, I was responsible for providing strategic direction for the Bank, and providing cutting edge services to our valued customers. During my five years, the Bank grew by 48%, ROA increase by 23 bps and the Efficiency Ratio was dramitcally improved. I led the Bank through a complete rebranding and created a collaborative environment which allowed all employees to be heard and valued. In 2019, Readers Choice voted TCB the… Show more As the President/Chief Executive Officer and member of the Board of Directors, I was responsible for providing strategic direction for the Bank, and providing cutting edge services to our valued customers. During my five years, the Bank grew by 48%, ROA increase by 23 bps and the Efficiency Ratio was dramitcally improved. I led the Bank through a complete rebranding and created a collaborative environment which allowed all employees to be heard and valued. In 2019, Readers Choice voted TCB the top bank in the Roslindale, Jamaica Plain and W. Roxbury markets. TCB was also named number one business in W. Roxbury by the Main Streets organization of Boston. Show less



Georgetown Bank

• EVP/Chief Operating Officer

  • Apr 2013 - Jun 2014

  Greater Boston Area I was responsible for all growth areas of the Bank including Retail Branching, Commercial, and Residential lending. I launched new retail products while completely rebuildng the commercial lending department. I was also primarily responsilbe for significantly reducing classified assets during my tenure.

• SVP/Chief Lending Officer

  • Oct 2010 - Apr 2013

  Georgetown As the SVP and Chief Lending Officer, I am responsible for building the commercial and residential lending functions at the bank, and I also serve as the Bank’s CRA Officer. In addition, I serve on the IT Steering Committee, Marketing Committee, Compliance Committee, Asset Liability Committee and the Loan Committee where I am responsible for the development and presentation of all commercial and residential lending reports for the bi-monthly meeting.



Metro Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• SVP of Retail & Lending

  • Nov 2005 - Oct 2009

  Greater Boston Area As the SVP or Retail and Lending, my responsibilities include all aspects of employee relations and the member facing departments including lending, retail branches, call center, collections, recovery and human resources. I was responsible for the development and launch of new products to increase revenues including investment services, indirect lending, mobile home financing, Lenders Protection and business lending. Oversee all aspects of the employee on-boarding, training, compensation… Show more As the SVP or Retail and Lending, my responsibilities include all aspects of employee relations and the member facing departments including lending, retail branches, call center, collections, recovery and human resources. I was responsible for the development and launch of new products to increase revenues including investment services, indirect lending, mobile home financing, Lenders Protection and business lending. Oversee all aspects of the employee on-boarding, training, compensation, and the performance review and reward process. Show less



TD Banknorth

• SVP Small Business State Manager

  • Jul 2002 - Nov 2005

  Greater Boston Area I was responsible for the growth of the Small Business C&I Loan portfolio for Massachusetts and southern New Hampshire including the creation of sales and marketing campaigns designed to bolster sales and motivate small business lenders. I also functioned as the final decision maker for denied loans, restructured borderline loans to strengthen the credit for approval; and was responsible for the ongoing evaluation and training of the Massachusetts small business lenders. I directly managed 16… Show more I was responsible for the growth of the Small Business C&I Loan portfolio for Massachusetts and southern New Hampshire including the creation of sales and marketing campaigns designed to bolster sales and motivate small business lenders. I also functioned as the final decision maker for denied loans, restructured borderline loans to strengthen the credit for approval; and was responsible for the ongoing evaluation and training of the Massachusetts small business lenders. I directly managed 16 Business Development Officers and had indirect sales responsibility for 150 branch managers state wide. Show less



MetroWest Bank

• VP Retail Bank

  • 1999 - 2002

  Greater Boston At MetroWest Bank I was originally responsible for the growth and development of five newly opened branches before assuming responsibility of the entire 20 branch network. I created the strategy and marketing for the retail banking division including management responsibility of over 100 retail employees.. I was also instrumental in developing the retail investment and insurance arm of the bank and the small business development program for the Bank.



Citizens

• United States
• Banking
• 700 & Above Employee

• VP Business Development Officer

  • 1997 - 1999