I help business owners and C-level executives maximize their banking relationships through cash management and treasury services. My 18+ years in financial services, MBA in finance and years of client advisory can add value to those seeking new banking relationships.
Northern Bank has been rated #1 performing community bank in New England since 2010 and #1 performing bank in the US in 2015, by S&P Global Market Intelligence.
I work with all types of clients up and down the east coast and across the country, from start ups to multi-million dollar companies.
I can offer ACH, Remote Deposit Capture (check scanning capabilities), Multi-user online banking, Promontory services (which provides FDIC insurance to deposits over $250,000), sweep accounts, zero balance accounts, smart safes, cash delivery services, positive pay services and more.
I can assist in all industries, but I do focus on independent and private schools, trades, non profits, property managers, municipalities, law firms, payroll companies, accounting firms and restaurants.