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Richard Loftus, CPA

Richard Loftus, CPA

Asst VP

Followers of Richard Loftus, CPA612 followers
location of Richard Loftus, CPAHolden, Massachusetts, United States

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  • Timeline

  • About me

    Accounting Operations Manager at Northeast Bank

  • Education

    • Worcester State College

      1986 - 1991
      Bacelors of Science Business Administration, Concentration in Accounting

    • Wachusett Regional High School

      1981 - 1985

  • Experience

    • Capital Crossing Bank

      Jan 1998 - Jan 2001
      Asst VP

    • WestStar Bank

      Mar 2001 - Sept 2005
      Senior Financial Analyst

      Risk management, investment advisory function, regulatory and SEC reporting, member of Asset/Liability Management Committee, assist on preparation of board reporting and monthly close.

    • Timothy J. Harrington, CPA

      Jan 2006 - Jan 2010
      Acountant

      Prepare business and personal tax returnsPerform controller duties for client organizationsPrepare monthly and year end closingsMIS and IT consulting for firm and client organizations

    • Jacobs, Velella & Kerr, PC

      Jan 2010 - Nov 2014
      Senior Accountant

    • Admirals Bank

      Dec 2014 - Aug 2017
      Accounting Manager

    • Thermo Fisher Scientific

      Apr 2018 - Feb 2021
      Staff Accountant

    • LUPUS FOUNDATION OF NEW ENGLAND, INC.

      Apr 2020 - now
      Treasurer

    • Cambridge Trust Company

      Feb 2021 - Feb 2024
      Supervisor of Accounting

    • Northeast Bank

      Feb 2024 - now
      Accounting Operations Manager

  • Licenses & Certifications

    • Certified Public Accountant

      Massachusetts Board of Public Accountancy