Phil has more than 30 years of experience in the financial services environment and more than 18 years serving in an executive function.
Phil’s experience includes:
- Principal at Forward Focused Business Advisors (2019 to Present)
- President/CEO and member of the Board of Directors at The Cooperative Bank in Boston Massachusetts (2014 to 2019)
- COO at Georgetown Bank, Georgetown Massachusetts (2010 to 2014)
- SVP of Retail and Lending (acting COO) at Metro Credit Union, Chelsea, MA (2005-2010) responsible for overseeing eight business lines
Phil also served as a Principal for Bryan Wellness, Plymouth and Canton MA from 2008 to 2017, and volunteers as a member of the Parkway Community YMCA Board of Advisors.
As a collaborative leader, Phil excels at building teams and fostering a positive work environment. He has a track record of taking non-performing or under-performing business lines, identifying the underlying barriers to success, and strategically positioning these lines for continued growth and success.
Phil’s expertise includes: Strategic Planning and Execution, Employee Development and Talent Optimization through Predictive Index, Organizational Restructuring, Process Efficiency, Problem Identification and Resolution, Marketing/Branding, Business Development, Retail Banking and Commercial, Residential and Consumer Lending.
Phil graduated with a degree in Human Resource Management from UMass Dartmouth and has completed MBA graduate work from Northeastern University.
Phil enjoys working out, hiking, playing racquetball and golfing when time allows. He has been married to his wife Wendy for 30 years and is the proud father of three boys, all of whom have become Chiropractors.