
Timeline
About me
Chief Financial Officer at First Priority Financial Corp.
Education

Penn state university
1979 - 1983Bachelor's degree accounting
Experience

Millennium bank
Jan 1998 - Jan 2003Chief financial officer● Responsible for all external financial reporting; including shareholder reporting, regulatory reporting, and presentation of financial results to the Bank’s Board of Directors. ● Responsible for all internal management reporting, including business unit and branch profitability. ● Member of the Bank’s ALCO Committee and attendee at the Board of Directors’ Audit Committee and Trust Committee meetings, including presentation of financial results. ● Responsible for the development of the Bank’s annual budget. ● Interface with regulators and auditors. Show less

Harleysville national corporation
Jan 2004 - Jan 2007Senior vice president finance● Responsible for external financial reporting; regulatory reporting, and management reporting. ● Member of the Bank’s ALCO Committee and Senior Management Committee, including presentation of financial results and sensitivity results. ● Managed staff of 18 responsible for accounting operations, wire transfers, general ledger control, accounts payable, fixed assets, profitability, and budgeting / forecasting. ● Responsible for the development of the Corporation’s budget and corresponding variance analysis. ● Interface with regulators and auditors. Show less

First priority financial corp.
May 2007 - Oct 2018Chief financial officer● Responsible for all external financial reporting; including annual and quarterly shareholder reporting, regulatory reporting and presentation of financial results and annual budgets to the Company’s Board of Directors and Audit Committee. ● Responsible for all internal management reporting, including business unit contribution. ● Identify and implement accounting policies and procedures; including monitoring requirements and establishing financial reporting controls. ● Member of the Bank’s ALCO, Strategic Planning and Asset Quality Committees. ● Responsible for the development of the Bank’s annual budget and related analysis. ● Provide financial analysis related to proposed new products or product lines, merger and acquisition analysis and expense control. ● Interface with regulators and auditors. Show less
Licenses & Certifications
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Series 65 certification
Finra (financial industry regulatory authority)Oct 2018
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