Experience

Health Care Without Walls

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Member Board Of Directors

  • Jan 2022 - Present

• Chair Of The Board Of Directors

  • Sep 2018 - Jan 2022

  Serving second consecutive term as Chair of the Board of Directors of Health Care Without Walls, a social services and healthcare nonprofit based in Boston, MA. Health Care Without Walls provides bridge medical treatment and housing placement for homeless women in the city.



Dana Hall School

• Primary and Secondary Education
• 100 - 200 Employee

• Co- Chair of Senior Class Annual Fund

  • Aug 2020 - Present

  Wellesley, Massachusetts, United States Lead the fundraising effort for a graduating class of eighty-five families (80% day and 20% boarding) at Dana Hall School, an independent all-female school in Wellesley, MA.



The Winsor School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Chair of Annual Giving

  • May 2016 - Jun 2020

  Chaired the WInsor School's Annual Fund for two consecutive terms. In this role, led the volunteer fundraising effort across eight grades and 425 families.



Wellesley Bank

• United States
• Investment Management

• Senior Vice President, Deposit and Cash Management

  • Sep 2016 - Jul 2019

  Wellesley, MA - Lead Business Development and Cash Management Team. - Actively participate as a member of senior management in developing short and long-range plans, strategies, and policies. - Develop new business through proactive activities with clients,prospects, and COI's. - Maximize the profitability of the Bank through needs-based selling and relationship building of all of the Bank's products and services.



Rockland Trust

• United States
• Banking
• 700 & Above Employee

• Vice President, Commercial Banking

  • Jun 2015 - Sep 2016

  Waltham, MA - Develop new and maintain existing C&I and CRE relationships in eastern MA. - Make decisions on loans and terms within established limits. - Create long-term banking relationships by exceeding customer expectations. - Lead delivery of full suite of financial services to commercial clients.



Career Collaborative

• United States
• Construction
• 1 - 100 Employee

• Advisory Board Member

  • Sep 2011 - Oct 2015

  Boston, Massachusetts Volunteered with client mock interviews and permanent placements. Selected keynote speakers for annual gala event for three consecutive years. Raised funds and awareness for the organization.



People's United Bank

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Senior Commercial Lender

  • Apr 2014 - Apr 2015

  Greater Boston Area - Develop robust pipeline of $12-15MM of CRE and C&I new loan opportunities in eastern MA. - Managed book of over $50MM in CRE and C&I borrowers in FY2014. - Key influencer of cross selling programs at executive level. - Facilitator of face to face coaching of lenders and retail colleagues. - Responsible for delivering credit training and business profiling to commercial and retail colleagues. - Active member of Boston Chamber of Commerce and North Shore Chamber of… Show more - Develop robust pipeline of $12-15MM of CRE and C&I new loan opportunities in eastern MA. - Managed book of over $50MM in CRE and C&I borrowers in FY2014. - Key influencer of cross selling programs at executive level. - Facilitator of face to face coaching of lenders and retail colleagues. - Responsible for delivering credit training and business profiling to commercial and retail colleagues. - Active member of Boston Chamber of Commerce and North Shore Chamber of Commerce, SBANE, and participant in networking events in greater Boston. - Proven leader at retaining and growing client relationships and optimizing profitability for the Bank. - Passionate, impactful volunteer at Board level with organizations in greater Boston.

• Senior Vice President, Business Banking Regional Manager

  • Sep 2011 - Apr 2014

  Massachusetts - Led a team of 8 Relationship Managers to acquire market share and grow their portfolios to over $160MM. - Charged with building a winning small business division for People's United Bank. - Influenced division heads across multiple lines of business at People's United Bank. - In consultation with the Group Executive of Business Banking and Risk/Compliance Officer, created a commercial pricing matrix for Business Banking.



Citizens Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President, Business Banking Team Leader

  • Jan 2004 - Aug 2011

  Metro West Boston - Number 1 top ranked Team Leader in company 2005, 2006, 2008, and 2010 based on team's sales production and balanced scorecard. - 1 of 2 Team Leaders in job grade across company promoted to Senior Vice President. - Managed 10 business banking officers across 30 branches in affluent suburban Boston market including Newton, Wellesley, and Brookline. - Selected as member of inaugural Business Banking Executive Council. Member of Innovations sub-team within Executive Council charged… Show more - Number 1 top ranked Team Leader in company 2005, 2006, 2008, and 2010 based on team's sales production and balanced scorecard. - 1 of 2 Team Leaders in job grade across company promoted to Senior Vice President. - Managed 10 business banking officers across 30 branches in affluent suburban Boston market including Newton, Wellesley, and Brookline. - Selected as member of inaugural Business Banking Executive Council. Member of Innovations sub-team within Executive Council charged with roll out of Innovations Mailbox to 500+ colleagues. - Project Manager for Client Service Work Out. Responsible for creating a protocol across the company keeping the customer at the heart of everything we do. - Project Manager in Human Capital Work Out. Responsible for developing an assessment tool for Business Banking Regional Managers. - Drove partnerships with Quicklease, Paychex, RBS Worldpay, RBS Credit Card, and Cash Management. - Fostered strong relationships with retail regional managers consistently reaching quarterly mutual financial goals.

• Assistant Vice President, Business Banking Officer

  • Jan 2001 - Dec 2003

  Newton, Chestnut Hill, MA - World Class Performer 3 years as Business Banking Officer in metro Boston market. - Achieved > 200% of new business client acquisition goal 2001-2003. - Acquired new deposits >200% of annual goals 2001-2003. - Annually recognized amongst peers by receiving top performance awards.



Cambridgeport Bank

• United States
• Banking

• Assistant Vice President, Business Development Officer

  • Jan 1998 - Dec 2000

  Greater Boston Area - Colleague in new group for Cambridgeport Bank, focused on building relationships with small business owners with $1- 10MM in annual sales. - Identified and established rapport with Centers of Influence in target greater Boston locations and participated in several community organizations and business groups. - Actively grew the Bank's balance sheet and the Bank's brand as a bank for businesses.

• Assistant Treasurer, Branch Manager

  • Jan 1996 - Dec 1997

  Metrowest Boston - Managed sales, service, and operations of $134MM retail branch office in Lexington, MA. Office consisted of 8 full time bankers and tellers. - Exceeded new client acquisition goals for 3 consecutive quarters. - Managed sales, service, and operations of $105MM retail branch office in Needham, MA. Office consisted of 7 full time bankers and tellers. - Exceeded new client acquisition goals 4 straight quarters. - Active member in several non profit organizations and worked… Show more - Managed sales, service, and operations of $134MM retail branch office in Lexington, MA. Office consisted of 8 full time bankers and tellers. - Exceeded new client acquisition goals for 3 consecutive quarters. - Managed sales, service, and operations of $105MM retail branch office in Needham, MA. Office consisted of 7 full time bankers and tellers. - Exceeded new client acquisition goals 4 straight quarters. - Active member in several non profit organizations and worked with Boards on special events in Needham, MA.