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Work Background
Cambridge Savings BankSenior Portfolio Credit Risk Analyst, Officer
Mar. 2018Waltham, Massachusetts, United StatesDelivers comprehensive analysis and reporting on a $7Bn loan portfolio for board and executive stakeholders, including detailed assessments of credit quality, risk concentrations, and performance metrics through monthly and quarterly presentations. Authors strategic white papers and analyses on risks to the portfolio, incorporating industry trends, macroeconomic factors, and emerging risks to guide board-level decisions while providing guidance upon regulatory compliance and industry best practices. Analyzes credit risk trends across the bank's portfolio and develops mitigation strategies to maintain portfolio quality and regulatory alignment. Spearheaded credit file data conversion initiative, resulting in $40,000 value added by leveraging strategic vendor relationships. Coordinated the Operational Excellence Credit Policy Committee involving key executive stakeholders. Provides mentorship to junior staff on credit risk assessment methodologies, portfolio management techniques, and regulatory requirements. Contributes to the bank's diversity, equity, and inclusion initiatives through active participation in the DE&I Council.
Jouret LLCPractice Consultant
Jan. 2017 - Jan. 2018Boston, Massachusetts, United StatesServed as a strategic advisor to the Managing Partner on the design and implementation of the firm’s key performance goals and the firm’s rebranding from an appellate practice to a litigation practice focused on employment and banking law. Co-mediated a $600,000 settlement agreement in an employment dispute against a Global Fortune 500 company. Developed the media strategy for a putative class action lawsuit against the Commonwealth of Massachusetts involving 7,000 employees. Collaborated on goal-setting and external business strategies with the Managing Partner. Implemented IT initiatives for improved case management, document retention, and practice automation.
Town of WellfleetChief Elected Officer
May. 1997 - May. 2000Wellfleet, Massachusetts, United StatesLed a municipal corporation of 200+ employees, managing $9,000,000 annual operating/capital improvement budgets. Led infrastructure improvement initiatives totaling $10,000,000 for Wellfleet, contributing to community advancement and economic development. Enhanced the local economy by increasing Wellfleet's aquaculture industry by 20%, resulting in an approximate $4,000 million increase in value. Conserved 50 acres of coastline for sustainability and recreation. Successfully negotiated multi-cycle contracts with labor unions (Teamsters, Police, Fire, Clerical). Coordinated multi-stakeholder efforts involving federal and state agencies to promote advancements in water infrastructure, aquaculture policy, and coastal access initiatives. Skilled in policy development, budget management, and strategic planning.
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