Experience

The Washington Trust Company

• United States
• Banking
• 300 - 400 Employee

• Vice President, Senior Portfolio Manager

  • Mar 2021 - Present

  Manage a portfolio of customers ensuring product satisfaction and customer retention Implement a variety of business development activities to ensure portfolio growth Cross-sell the full range of banking products Maintain a visible presence in the designated banking markets Manage a portfolio of customers ensuring product satisfaction and customer retention Implement a variety of business development activities to ensure portfolio growth Cross-sell the full range of banking products Maintain a visible presence in the designated banking markets



Senior Relationship Manager at Webster Bank

• Providence / Boston Market

• Vice President, Senior Portfolio Manager

  • Jan 2012 - Feb 2021

  Manage a portfolio of customers ensuring product satisfaction and customer retention Implement a variety of business development activities to ensure portfolio growth Cross-sell the full range of banking products Maintain a visible presence in the designated banking markets Manage a portfolio of customers ensuring product satisfaction and customer retention Implement a variety of business development activities to ensure portfolio growth Cross-sell the full range of banking products Maintain a visible presence in the designated banking markets



Rhode Island Commerce Corporation

• Providence, Rhode Island Area

• Financial Portfolio Manager, Financial Services Division

  • Aug 2010 - Dec 2011

  Underwrite and structure commercial loan requests for prospective clients Present underwritings for approval to the financial program boards of directors Market the financial programs to the client base, referral sources, credit providers Develop and implement strategies for the loan portfolio’s distressed credits Underwrite and structure commercial loan requests for prospective clients Present underwritings for approval to the financial program boards of directors Market the financial programs to the client base, referral sources, credit providers Develop and implement strategies for the loan portfolio’s distressed credits



RBS Citizens Financial Group

• Providence, Rhode Island Area

• Workout Officer, Managed Asset Division

  • Nov 2008 - Jul 2010

  Managed a portfolio of distressed loans Negotiated with borrowers to accomplish a restructure Consulted with legal representation Assessed non-accrual and charge-off status of loan portfolio Managed a portfolio of distressed loans Negotiated with borrowers to accomplish a restructure Consulted with legal representation Assessed non-accrual and charge-off status of loan portfolio



Wells Fargo Capital Finance

• Greater Boston Area

• Vice President, Account Executive/Business Finance Division

  • Nov 2007 - Jun 2008

  Managed the day–to–day activities of a portfolio of asset–based relationships Monitored daily collateral position and approved advances Served as agent on three multi-bank public company relationships Distributed weekly and monthly reports to the bank groups Presented monthly trend card and problem loan reports to credit committee Managed the day–to–day activities of a portfolio of asset–based relationships Monitored daily collateral position and approved advances Served as agent on three multi-bank public company relationships Distributed weekly and monthly reports to the bank groups Presented monthly trend card and problem loan reports to credit committee



HSBC Bank USA

• New York, NY

• Vice President, Relationship Manager/Precious Metals Division

  • Nov 2005 - Oct 2007

  Managed a portfolio of asset–based precious metal accounts Underwrote and structured asset–based credit requests Grew portfolio through new business development efforts Cross-sold bank products to existing customer base Managed a portfolio of asset–based precious metal accounts Underwrote and structured asset–based credit requests Grew portfolio through new business development efforts Cross-sold bank products to existing customer base



Fleet Financial Group

• United States
• Real Estate
• 1 - 100 Employee

• Vice President, Relationship Manager/Precious Metals Division

  • Jul 1988 - Nov 2005

  Managed a portfolio of asset–based precious metal accounts Underwrote and structured asset–based credit requests Supervised portfolio managers and financial analysts Grew portfolio through new business development efforts Cross-sold bank products to existing customer base Managed a portfolio of asset–based precious metal accounts Underwrote and structured asset–based credit requests Supervised portfolio managers and financial analysts Grew portfolio through new business development efforts Cross-sold bank products to existing customer base



Ernst & Young

• Providence, Rhode Island Area

• Senior Auditor

  • Jul 1985 - Jun 1988

  Coordinated and planned audit engagements Audited and prepared the financial statements for corporations in various industries Supervised audit teams on field engagements Prepared budgets for scheduling and profitability Attained CPA certification Coordinated and planned audit engagements Audited and prepared the financial statements for corporations in various industries Supervised audit teams on field engagements Prepared budgets for scheduling and profitability Attained CPA certification