John Weeks

Experience

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  Connecticut National Bank

  Aug 1983 - Dec 1989

  Other Relevant Experience

  Member of subsidiary’s local loan committee responsible for approving and monitoring all loans made by the bank while acting as liaison between subsidiary and parent company on loan policies and procedures.Selected by management of Connecticut-based parent company to transfer to recently acquired bank in southeastern Massachusetts as commercial lending officer delivering relationship management and new business development.Provided relationship management and new business origination for commercial bank clients in southeastern Connecticut.Member of audit team reviewing asset based loan documentation to ensure compliance with loan covenants.Performed loan reviews on existing commercial portfolios throughout organization confirming risk ratings consistent with credit policy.Chosen to join credit training program in Hartford, CT with responsibilities for analyzing business and personal financial statements, providing write-ups and formulating recommendations on loan requests from business customers. Show less

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  Shawmut Bank

  Jan 1990 - Dec 1995

  Recruited as member management team brought in to run newly acquired bank. Managed business line for the State of NH including origination of loan, deposit, and fee-based services through a team of Business Bankers. Directed subsidiary’s post-acquisition conversion of small business loan origination and underwriting process to parent company’s model, emphasizing business development officers delivering higher margin products and services supported by centralized loan underwriting. Show less

  • Business Banking State Manager

    Jan 1994 - Dec 1995

  • Vice President / Sales Manager - Business Banking

    Sept 1992 - Dec 1993

  • Vice President / Team Leader – Commercial Banking

    Jan 1990 - Aug 1992
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  US Trust

  Jan 1996 - Mar 2011

  Managing Director / Market Executive

  Recruit, hire, and lead multi-office, multi-state sales & service teams delivering integrated, needs-based wealth management solutions to high net worth individuals and families. Platform capabilities include financial & estate planning, investment management, trust, specialty asset management, estate settlement, deposit/liquidity management, and credit. Predecessor organizations include Bank of America Private Wealth Management and Fleet Private Clients Group.

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  Bank of America

  Jan 2008 - Mar 2011

  New Hampshire State President

  Build state-specific action plans delivered through local associates working in distinct business lines to assist in accomplishing revenue, community, and outreach goals.Convene, coach, align and lead senior business line managers to develop and implement partnering initiatives improving local brand visibility, market share and revenue performance.Identify high impact state and local community organizations and activities allocating charitable and sponsorship expenditures that align with, and achieve corporate strategies, priorities and goals.Develop and manage external communications supporting bank priorities and visibility. Show less

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  Focus Partners Wealth

  Jun 2011 - now

  Managing Director - Family Wealth & Business Transition Planning

  I specialize in helping high net worth individuals, families, and business owners define their goals, implement tailored strategies, and track progress toward long-term success. I leverage a broad network to facilitate introductions to in-house and external advisors, delivering impactful personalized guidance and support for clients' unique circumstances. Ultimately, my goal is to enrich our clients' lives by helping them achieve their most important priorities with confidence and clarity.My original firm, Harvest Capital Management merged with The Colony Group in October of 2019, which later rebranded to Focus Partners Wealth in January 2025.Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Show less