Seasoned Credit Risk Professional and a Corporate Banker with a strong foundation in finance and accounting. She has a total of 13+ years of experience of which 9 years is in financial due diligence, Underwriting & Credit Risk Management with India’s 2nd largest Private Bank ($31 bn in assets in 2019) and over 4 years in Accounting, Taxation & Financial Planning with Westford Tax & Financial Group. In her banking experience, she has assumed key roles in the lending process, leading the risk decision-making function for Corporate lending which involved performing comprehensive due diligence (industrial, operational, financial, and business-related) of corporate borrowers across industries, evaluating / advising & structuring lending transactions for risk mitigation. She also has written credit proposals and presented to credit committees and thereafter monitored & managed the portfolio thus helping the bank build its commercial loan book. She has proven success in the detection of early warning stress accounts, financial misreporting, corporate fraud, and managing stressed assets and consistently producing 0% delinquent asset portfolios. She was in a leadership role involving substantial cross-functional and client interface and working in a dynamic and fast-paced environment. Her current role at Westford Tax and Financial Group involves accounting functions payroll/sales tax processing, reconciliations, finalization of accounts for their clients. She handles tax preparation, tax planning while staying current with IRS regulations and IRS matters for individual as well as corporate clients. She is proficient in QuickBooks and Lacerte Tax software. She has a Bachelor’s in Commerce and Economics from Mumbai University, is a Chartered Accountant from India, has the Financial Risk Management (FRM) and GARP Certification, and an Inactive CPA with Quickbooks experience.

Senior-level marketing and advertising professional. LC has spent the last 12 years in broadcast radio, digital, and out of home advertising selling to all levels of business owners/C level, agencies, and marketing directors. Sells on a consultative basis and really values relationship-based selling/farming. Not afraid of new business development and cold calling and excels at growing and retaining business. Consistently a top biller and top performer. Created custom campaigns for local and national high profile clients including Geico, Sam Adams, Budweiser, Subway, RCN, NE Toyota Dealers, and hundreds more. Holds an MS in Integrated Marketing Communication from Lasell University and a BA in Business Administration with a Communication concentration from Bryant University.

Experienced marketing communications professional with outstanding project management skills with the ability to prioritize, lead, and manage several initiatives at once. M.T is an effective communicator who is deadline-driven and results-oriented with experience in both a corporate and agency setting. In her current role as a marketing consultant, she coordinates direct mail, advertising, website content, printed collateral, and digital marketing for her clients. M.T. develops, maintains, and adheres to timelines and budgets. Prior to that, she spent five years as an account manager at a marketing firm where she successfully managed multi-channel campaigns for major organizations including the Boston Celtics, Merrimack College, and Project Bread. M.T. was also the marketing communications manager for a telecommunications start-up where she developed and implemented the successful launch of a new company and product. She established brand awareness and created a successful lead generation program while building and managing relationships with outside vendors and agencies. During her tenure in the software industry, M.T. was recognized as a resourceful, self-sufficient, effective problem solver and rapidly promoted to senior-level marketing positions, responsible for direct marketing, event/trade show management, email marketing, advertising, website content, printed collateral and public relations. M.T. received the Harvey Communications award for her work and was the recipient of several employee recognition awards. M.T. has an MBA and BS in Business Administration, with a concentration in marketing.

Copywriter and branding expert focused on content marketing and metrics-driven growth for social media. In her current role as director of content and branding at a start-up, she manages a team of contractors, copywriters, and designers to create high-engagement content for social media, email, and advertising. Over the past 3 years, she has been in turn recruited as a contributing consultant, hired full time, and then promoted in succession to the social editor, managing editor, then senior manager while growing the brand’s audience from 20 thousand into over one million followers. Prior to this, H.H. worked as a freelance copywriter and has coordinated content marketing campaigns for TripAdvisor, Bumble, Rent the Runway, Urban Outfitters, and WeWork. She has also worked with several arts institutions, including the Peabody Essex Museum, the American Museum of Natural History, and the New York Historical Society. Outside of her marketing work, she has composed catalog copy for Christie’s Auction House and covered exhibitions at the Peabody Essex Museum and Museum of Fine Arts for both local and national publications. She works with teams both in-office and remotely, coordinating projects with collaborative technologies and working across a wide array of content management systems. She holds a BA from New York University in Postcolonial History, with a minor in Global Fine Arts.

Finance professional with 35+ years of accounting and financial analysis experience for companies of all sizes, both public and private, in a variety of industries. She has dedicated her career to working with entrepreneurial companies and the unique challenges that they face. Since 2001 to the present she has been an independent consultant and has provided fractional CFO, Controller, and Analysis services to a wide variety of companies. Prior to owning her own business she led the underwriter department for a cash flow lender, was Controller and CFO for a public eyeglass retailer, and Planning and Analysis Manager for a distributor of juvenile safety products. She spent 5 years at T.J. Maxx where she worked in both Finance and Merchandising in a variety of accounting and analytical positions. She started her career at Deloitte Haskins & Sells and left as a Manager after six years. She is proficient with QuickBooks and Excel. She has a MBA from the University of Virginia and a BSBA from Boston University. She is also a CPA.

Experienced Sales Professional with extensive experience in sales and new business development. She has been employed by Re/Max Executive Realty in 2018 – 2019 as an Administrative Manager and with Natick Center Associates as a Marketing Assistant in 2017. Both positions included supporting sales and marketing initiatives. As a Promotional Manager for author Deborah Lynn, J.S. identified key supporters for Alzheimer’s awareness and research. In 2002 – 2013, she was a Conference Services Manager for Partners in Mission. In this role, she coordinated events and managed the daily functions of conferences. Her experience with Sanofi in 1986 – 2000 included six various positions with promotions in sales and sales training in the corporate office in Swiftwater, Pennsylvania. J.S. was consistent in territory sales management with increasing revenue and exceeding quotas. Her experience in project management includes designing, implementing, and conducting sales training programs for field sales representatives. She was successful in developing strategies for product launches, creative selling, and selling skills programs to support the sales and research of vaccines. J.S. has a Bachelor of Science Degree in Education from the Edinboro University of Pennsylvania.

Quality Assurance professional with13 years’ experience in software engineering and testing focused in the telecom and online content industries. In her role as a Senior Software Engineer for Nokia she worked with the QA team on testing methodologies, investigating, reproducing and fixing software bugs, and providing technical support. At Inktomi, J.H. designed, developed, and maintained content distribution software while providing technical support for the QA team. Her technical skillset includes Agile Scrum, Selenium, Bugzilla, Trac, Java, C++, Javascript, HTMA, SQL, SAS, Python, JIRA and others. She has a B.S. in Medicine from Beijing University, an M.S. in Software Engineering from Kansas State University, and an M.S. in Bio-statistics from Boston University.

Finance professional with 15+ years of accounting and financial analysis experience for both small and large companies.  From 1990-2008, she co-owned North Star Rental (Uniform and Linen service) and oversaw all financial, administration (including payroll, G/L, A/R, A/P, and software interfaces) and worked with the outside CPA for tax matters. She managed the company’s 3-person accounting department during a time of significant growth.  Prior to working in a small company, she was an Accounting Manager for 3 years in a corporate environment where she was responsible for monthly general ledger close, bank, balance sheet, and credit card account reconciliations.  From 1982 through 1996, she was a Financial Analyst working at the corporate level consolidating yearly budget and monthly forecast projections. At the divisional level, her responsibilities included analyzing results, special projects and creating budgets for management. She started her career in the Financial Management Program at Ingersoll-Rand and graduated from the University of Connecticut with a B.S. in Accounting.

Administrative and Business Operations professional with strong communication, sales, and customer service skills. Currently work as an Office Manager at a non-profit accredited school providing support to the Program Director and the daily needs of the office by assisting in registration, marketing, maintaining and updating confidential records and front office support for the entire school. From 4/2011 to 10/2011 (on a contract basis) her experience included working at a Fortune 500 medical device company where she organized and coordinated sales training programs. This included working directly with vendors to manage all event details such as catering, AV, floor plans, speakers and attendees. Prior to this, she worked at Fortune 500 telecommunications companies which included sales and supporting reseller partners. Other responsibilities involved extensive customer service, database management, contract management, and overall sales operations support. Computer skills include MS Office Applications (Word, PowerPoint, Excel, Publisher, and Outlook) Google Applications, Dropbox, ACE, Siebel, and Oracle. R.B. holds a BS in Business Administration, with an MIS Concentration from Northeastern University.

HR and operations professional with 20+years of management and financial experience for small companies. From 2014-present, she has managed the day to day payroll including researching and resolving issues and all aspects of the on/off-boarding of employees. Prior to working in HR she coordinated all external audits and conducted all aspects of internal audits. From 2004-2013 she worked for a small Boston credit union where she was the point person for the bank employees including lending, was a liaison between the clients and various city departments and was influential in product training. She was the point person for all new accounts. She is proficient in Excel/Microsoft Office and Google Suite. She has a BS business Management from New England College of Business and Finance.