Oct 2022 - Present
AeroLeads people directory · profile
Jonathan Shulman Email & Phone Number
Independent Board of Directors | Governance, Risk & Financial Expert
at
Westfield Bank
1 work email found
@berkshirebank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Board of Directors | Governance, Risk & Financial Expert
Location
Greater Cleveland, United States
Company size
Who is Jonathan Shulman? Overview
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Quick answer
Jonathan Shulman is listed as Independent Board of Directors | Governance, Risk & Financial Expert at Westfield Bank, a with 243 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at berkshirebank.com and a matched LinkedIn profile for Jonathan Shulman.
Jonathan Shulman previously worked as Board Member at Westfield Bank and Board Member at Berkshire Bank. Jonathan Shulman holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.
Company email context
Email format at Westfield Bank
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{first_initial}{last}@berkshirebank.com
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AeroLeads found 1 current-domain work email signal for Jonathan Shulman. Compare company email patterns before reaching out.
Profile bio
About Jonathan Shulman
Financial Services Board Member with deep commercial banking experience. Former Treasurer of a large regional bank who also served in interim roles as a group executive, including director of investor relations, chief financial officer of a major line of business and director of financial planning & analysis. Board experience spans audit and risk committee roles, providing oversight to internal and external audit and to the governance of risk management programs. Proven ability for shifting culture and encouraging a more strategic approach to risk oversight. A high-integrity, relationship-centered individual with expertise across a broad range of banking skills, including:o Asset-Liability Management (Interest Rate Risk, Liquidity, Funding) and Balance Sheet Managemento Enterprise Risk Managemento Capital Stress Testing | Capital Planningo Regulatory Compliance o Investments and Hedgingo Debt & Equity Capital Market Transactionso Investor Relationso Rating Agency Relationso FP&A | Budgeting
Listed skills include Alm, Interest Rate Risk Management, Liquidity Management, and Hedging.
Current workplace
Jonathan Shulman's current company
Company context helps verify the profile and gives searchers a useful next step.
Westfield Bank
8 roles · 33 years
Jonathan Shulman work experience
A career timeline built from the work history available for this profile.
Board Member
Risk & Capital Committee Chair, Audit Committee Member, Former Chair of Compliance Committee
Feb 2020 - May 2023
Executive Vice President & Treasurer
Reporting to the Chief Financial Officer (CFO) and a member of the Finance Leadership Team, led a 45-person team of financial market and risk management professionals responsible for Interest Rate Risk, Liquidity Risk, Capital Planning, Investment Portfolio, Wholesale Funding, Derivatives Hedging, Funds Transfer Pricing, Resolution Planning and BOLI / COLI portfolio. Provided regular updates on strategies and risk management to executive leadership, banking regulators and board members.
Oct 2018 - Mar 2019
Executive Vice President & Assistant Treasurer
Responsible for managing a team of 4 direct reports and a staff of 10 across all of Key’s financial market activities in coordination with enterprise-wide interest rate risk and liquidity planning. Additional responsibilities include BOLI / COLI portfolio and Resolution Planning. Reported to Treasurer.
2014 - 2018
~4 yrs
Senior Vice President, Director Of Financial Planning And Analysis
Responsible for financial planning and forecasting processes for all business segments. Provided consolidated projections and in-depth analysis to executive management. Reported to CFO; led a staff of 22.
2013 - 2014
~1 yr
Senior Vice President & Interim Chief Financial Officer Of The Community Bank
Led financial management of Community Bank LOB (Consumer, Middle Market, Business Banking, Private Banking) including planning, forecasting & decision support. Coordinated presentation and communication of strategic plans, business reviews, incentive compensation plan design, board reporting. Reported to the Chief Financial Officer with 20 staff members and 5 direct reports.
Apr 2012 - Dec 2012
Svp & Assistant Treasurer | Dir - Asset Liability Mgmt. Derivatives Hedging, Investment Portfolio]
Responsible for assessing interest rate risk using net interest income simulation analysis, Duration of Equity and Gap analysis. Coordinated hedging and investment strategies to achieve target risk position and manage to board-established risk tolerances. Reported to Treasurer with 12 staff members and 3 direct reports.
2006 - 2012
~6 yrs
Senior Vice President, Funds Management & Capital Planning
Responsible for wholesale funding at bank subsidiaries and holding company, including issuance of long-term debt, hybrid capital, brokered CDs, common share and debt repurchases, money market borrowings and settlement of Federal Reserve account. Reported to Treasurer with 8 staff members and 2 direct reports.
1994 - 2006
~12 yrs
Team & coworkers
Colleagues at Westfield Bank
Other employees you can reach at westfield-bank.com. View company contacts for 243 employees →
SF
Suzanne Favri
Colleague at Westfield BankGreater Cleveland, United States
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KG
Kathy Golem
Colleague at Westfield BankGreater Cleveland, United States
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LH
Lauren Holland
Colleague at Westfield BankCuyahoga Falls, Ohio, United States
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KH
Kimberly Hill
Colleague at Westfield BankChicopee, Massachusetts, United States
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RW
Rachel Wiles
Colleague at Westfield BankWooster, Ohio, United States
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PN
Pamela Null
Colleague at Westfield BankMedina, Ohio, United States
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RH
Ross Haskett
Colleague at Westfield BankWilmington, North Carolina, United States
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RV
Robert Vuylsteke
Colleague at Westfield BankGreater Cleveland, United States
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SL
Susy Lora
Colleague at Westfield BankSeville, Ohio, United States
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JH
John Hall
Colleague at Westfield BankGreater Cleveland, United States
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Suzanne Favri
Colleague at Westfield BankGreater Cleveland, United States
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KG
Kathy Golem
Colleague at Westfield BankGreater Cleveland, United States
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LH
Lauren Holland
Colleague at Westfield BankCuyahoga Falls, Ohio, United States
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KH
Kimberly Hill
Colleague at Westfield BankChicopee, Massachusetts, United States
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RW
Rachel Wiles
Colleague at Westfield BankWooster, Ohio, United States
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PN
Pamela Null
Colleague at Westfield BankMedina, Ohio, United States
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RH
Ross Haskett
Colleague at Westfield BankWilmington, North Carolina, United States
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RV
Robert Vuylsteke
Colleague at Westfield BankGreater Cleveland, United States
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SL
Susy Lora
Colleague at Westfield BankSeville, Ohio, United States
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JH
John Hall
Colleague at Westfield BankGreater Cleveland, United States
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4 education records
Jonathan Shulman education
M.S., Mass Communications
Coursework
Education record
Shaker Heights High School
FAQ
Frequently asked questions about Jonathan Shulman
Quick answers generated from the profile data available on this page.
What company does Jonathan Shulman work for?
Jonathan Shulman works for Westfield Bank.
What is Jonathan Shulman's role at Westfield Bank?
Jonathan Shulman is listed as Independent Board of Directors | Governance, Risk & Financial Expert at Westfield Bank.
What is Jonathan Shulman's email address?
AeroLeads has found 1 work email signal at @berkshirebank.com for Jonathan Shulman at Westfield Bank.
Where is Jonathan Shulman based?
Jonathan Shulman is based in Greater Cleveland, United States while working with Westfield Bank.
What companies has Jonathan Shulman worked for?
Jonathan Shulman has worked for Westfield Bank, Berkshire Bank, and Keybank.
Who are Jonathan Shulman's colleagues at Westfield Bank?
Jonathan Shulman's colleagues at Westfield Bank include Suzanne Favri, Kathy Golem, Lauren Holland, Kimberly Hill, and Rachel Wiles.
How can I contact Jonathan Shulman?
You can use AeroLeads to view verified contact signals for Jonathan Shulman at Westfield Bank, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Shulman attend?
Jonathan Shulman holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.
What skills is Jonathan Shulman known for?
Jonathan Shulman is listed with skills including Alm, Interest Rate Risk Management, Liquidity Management, and Hedging.
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