Wakefield Co-operative Bank since Aug 2007
President and CEO
Brookhaven at Lexington - Lexington, Massachusetts Feb 2010 - Feb 2013
Past Chairman of the Board of Trustees
Massachusetts Society of CPAs 2006 - 2010
Committee Chairman
Ralph W. Dunham Financial and Legal Services Jan 2005 - Jul 2007
Managing Partner
Convergent GC, LLC Sep 2005 - Jun 2007
Of Counsel
Education:
Massachusetts School of Law 1992 - 1996
JD, Law
Bentley University 1985 - 1987
MS Finance, Finance
University of Massachusetts at Lowell 1980 - 1982
MBA, Finance
Norwich University 1974 - 1978
Bachelor of Science (BS), Accounting and Finance
Skills:
Strategic Planning Community Banking Legal Issues Public Speaking Negotiation Banking Team Building Non-profits Business Strategy Organizational Development Writing Team Leadership Small Business Marketing Strategy Strategy Development Business Planning Leadership Training Leadership Development Finance Management Marketing Mediation Strategy Mortgage Lending Budgets Policy Accounting Human Resources Financial Analysis Nonprofits Management Consulting Commercial Lending Analysis