Phil has over 30 years’ experience in the financial services environment and over 18 years serving in an executive function including: 1) Principal at Forward Focused Business Advisors (2019 to Present), 2) President/CEO and member of the Board of Directors at The Cooperative Bank in Boston, Massachusetts (2014 to 2019), 3) COO at Georgetown Bank, Georgetown, Massachusetts (2010 to 2014), and 4) 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 Group (with locations in Plymouth and Canton, MA) from 2008 to 2017, and is a member of the Parkway Community YMCA Board of Advisors (2015 to Present).
Phil’s expertise includes: Strategic Planning and Execution, Employee Development, HR Management, 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 at Northeastern University.
Phil is based in Boston, Massachusetts.