MBA, Long Island University, Finance and Accounting, High Honors
BS Business Administration, Norwich University, cum laude
Certified Public Accountant
Variety of Certifications in Banking and Investment Programs
CEO and Director, Coastal Heritage Bank, Weymouth, MA
Scituate Federal Savings Bank [Scituate, MA] and S-Bank [Weymouth, MA] merged December 2015 to form Coastal Heritage Bank
Responsible for the overall operations of the Bank, including all major corporate decisions, strategic planning, business development, community involvement and leadership, etc.
President, CEO and Director, Scituate Federal Savings Bank, Scituate MA
Responsible for the overall operations of the Bank, including all major corporate decisions, strategic planning, managing investment portfolio, asset/liability management, business development, community involvement and leadership, etc.
Executive Vice President, Treasurer, Director, Sentry Bank, Hyannis MA
Responsible for accounting, finance and investments of the Bank, including strategic planning and asset/liability management
Previously employed and served in an accounting and finance capacity for several other community thrift banks as well as a regional commercial bank
Audit Supervisor, KPMG, Certified Public Accountant, Boston, MA
Responsible for oversight of audit staff during audit engagements for the primary purpose of rendering an independent opinion on the company’s financial statements
Past Chairman of the Financial Managers Society, Chicago, IL
Governing body of the society with the primary purpose of determining and overseeing the mission, values and strategic direction of the membership. The membership consists of representatives from banks, credit unions and partners in the areas of accounting, finance, risk management and strategic issues.