Background
Education
MBEC - New England College of Business and Finance
Bachelor of Science - Finance UMASS Boston
Certificates & Professional Accreditation
Forensic Accounting Certification New England College of Business and Finance
Professional Experience
2018 – Present - Watertown Savings Bank
Accounting Manager – Primary responsibilities include: Manage a team of staff accountants. Prepare and submit the daily statement of condition, cash flow, liquidity and other required regulatory and board financials. Responsible for budget and forecast reporting. Participant in the Audit and ALCO Committee Meetings.
2004 - present - Boston Private
Vice President - Finance - Primary responsibilities include ensuring that all accounts are reconciled timely and accurately. Perform detailed analysis and reporting of errors and aging of exception items ensuring proper disposition.
Vice President - Operations - Ensure complete processing and posting of thousands of transactions daily.
1980 - 2004 - various New England-based Financial Services Institutions
Director - Financial Accounting and Operations