SVP, Chief Financial Officer
Employed By Spencer Savings Bank Since: 2018
Employed In Industry Since: 1985
Outline of Responsibilities / Areas of Expertise / Memberships
Responsible for the overall direction, governance and management of the Finance Division including Accounting and Control; Treasury and ALCO; Financial, Regulatory and Management Reporting; Financial Planning (Budget and Strategic Plan) and Analysis.
Has ownership and is responsible for interest rate risk management, mergers, acquisitions, assisting the President & CEO with strategic growth for the Bank, due diligence, risk assessment and business evaluation.
MBAs from the Wharton School of the University of Pennsylvania (Finance) and Canisius College (Accounting)
Memberships: FEI (Financial Executives International) and FENG (Financial Executives Networking Group)