Bio
Experience
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Vice President, Senior Portfolio Manager
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Mar 2021 - Present
Manage a portfolio of customers ensuring product satisfaction and customer retentionImplement a variety of business development activities to ensure portfolio growthCross-sell the full range of banking productsMaintain a visible presence in the designated banking markets
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Senior Relationship Manager at Webster Bank
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Providence / Boston Market
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Vice President, Senior Portfolio Manager
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Jan 2012 - Feb 2021
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Providence / Boston Market
Manage a portfolio of customers ensuring product satisfaction and customer retentionImplement a variety of business development activities to ensure portfolio growthCross-sell the full range of banking productsMaintain a visible presence in the designated banking markets
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Rhode Island Commerce Corporation
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Providence, Rhode Island Area
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Financial Portfolio Manager, Financial Services Division
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Aug 2010 - Dec 2011
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Providence, Rhode Island Area
Underwrite and structure commercial loan requests for prospective clientsPresent underwritings for approval to the financial program boards of directorsMarket the financial programs to the client base, referral sources, credit providersDevelop and implement strategies for the loan portfolio’s distressed credits
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RBS Citizens Financial Group
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Providence, Rhode Island Area
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Workout Officer, Managed Asset Division
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Nov 2008 - Jul 2010
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Providence, Rhode Island Area
Managed a portfolio of distressed loansNegotiated with borrowers to accomplish a restructureConsulted with legal representationAssessed non-accrual and charge-off status of loan portfolio
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Wells Fargo Capital Finance
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Greater Boston Area
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Vice President, Account Executive/Business Finance Division
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Nov 2007 - Jun 2008
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Greater Boston Area
Managed the day–to–day activities of a portfolio of asset–based relationshipsMonitored daily collateral position and approved advancesServed as agent on three multi-bank public company relationshipsDistributed weekly and monthly reports to the bank groupsPresented monthly trend card and problem loan reports to credit committee
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HSBC Bank USA
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New York, NY
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Vice President, Relationship Manager/Precious Metals Division
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Nov 2005 - Oct 2007
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New York, NY
Managed a portfolio of asset–based precious metal accountsUnderwrote and structured asset–based credit requestsGrew portfolio through new business development effortsCross-sold bank products to existing customer base
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Fleet Financial Group, Inc.
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Providence, Rhode Island Area
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Vice President, Relationship Manager/Precious Metals Division
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Jul 1988 - Nov 2005
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Providence, Rhode Island Area
Managed a portfolio of asset–based precious metal accountsUnderwrote and structured asset–based credit requestsSupervised portfolio managers and financial analystsGrew portfolio through new business development effortsCross-sold bank products to existing customer base
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Ernst & Young
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Providence, Rhode Island Area
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Senior Auditor
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Jul 1985 - Jun 1988
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Providence, Rhode Island Area
Coordinated and planned audit engagementsAudited and prepared the financial statements for corporations in various industriesSupervised audit teams on field engagementsPrepared budgets for scheduling and profitabilityAttained CPA certification
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Education
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Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science - BS, Pharmacy -
Bryant University
Master of Business Administration (MBA), Accounting
Suggested Services
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Industry Focus. “Banking”
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