Financial Advisor/Provider Focused on Debt and Capital

25 plus years’ experience with commercial lending expertise, credit management, project oversight and employee management.

Regional President – Provident Bank responsible for leading the commercial lending group to expand thebank’s presence in Philadelphia Metropolitan market focusing on commercial customers for lending, cash management, retail services and wealth management opportunities.

Provident Bank, a community-oriented bank offering “Commitment you can count on” since 1839, is the wholly owned subsidiary of Provident Financial Services, Inc. (NYSE:PFS), which reported assets over $9 billion. Provident Bank provides a comprehensive suite of financial products and services through its network of branches throughout northern and central New Jersey and eastern Pennsylvania. The Bank also provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company.

Chief Sales Officer, Small Business, TD Bank – oversaw a team of 19 to coordinate credit, marketing, product development, compensation across 150 small business lenders and 1300 branch managers working with Executive management to grow small business and achieve JD Power Customer Satisfaction award.

Product Development – Lead project management team to develop Healthcare Lending division including credit polices and hiring of lenders to start up division. Speaker at Henry Schein Empowerment Symposium for Sandy Disaster Relief for Dentists.

Commercial Lending – Expertise from various experience including starting commercial lending division at First Penn Bank; Middle Market Lending at Mellon Bank; Asset Based lending in the Mid-West with NBD; SBA Mid Atlantic Manager and Regional Vice President at TD Bank overseeing commercial lending groups with over in various Philadelphia Metropolitan markets.

Retail Management: Developed team for 6 new retail stores and a regional headquarters in Chester County as RVP at Commerce Bank and had oversight of 38 branch locations over 8 years.

Geographical Experience

  • United States

Board Experience

  • Board of Directors of Souderton School Board (10 years, Finance Chair and Vice President)
  • Board of Directors Chamber of Commerce West Chester; Greater Montgomery County

Education

  • MBA, 1986 – Penn State
  • B.S.B.A 1984 – Accounting Shippensburg University