Maria Bronzi Email & Phone Number

Purchase, NY

Provide support, training, education and accountability to the partners of our accounting firm alliances as they integrate wealth services into their practice. Demonstrate strong leadership and provide clear vision of the firm’s wealth services initiative. Using the AltiumAlliance® proprietary process and tools, in conjunction with or on behalf of our.

Greater New York City Area

White Plains NY

Responsible for maintaining and building a lending and deposit portfolio of businesses who achieve sales of up to $20 million. Work with the owners of these businesses to strategically restructure debt, improve cash flow and increase their value, while enhancing their image in their respective communities.

Westchester/Lower Fairfield

Responsible for the Retail Branch Network in Westchester and Lower Fairfield Counties. Add new deposit households and lending relationships through coaching, training and mentoring employees. Contribute to the Market in a meaningful way through volunteer opportunities and community leadership opportunities.

• Owned and operated retail franchise of Franklin First Financial.
• Created sales plan, marketing strategy and financial budget
• Hired, coached and developed loan officers. Taught Loan officers how to present programs with highest level of efficiency and probability of gaining commitment from borrowers.
• Worked as a liaison with Corporate Offices to insure laws, program guidelines and regulations were adhered to at all times
• Negotiated Real Estate lease contracts, office equipment leases and furniture purchase deals.
• Underwrote, Processed and packaged loans to correspondent lenders, wholesale lenders and directly with Franklin First Corporate offices

• Led Regional Managers to coach and motivate their teams to deliver outstanding customer service and professional financial planning. The Team was trained to be committed to employee development, high performance.

Retail Banking Director responsible for a branch network that consisted of 120 offices in the Tampa/St Petersburg FL area.

• Led a team of 13 Regional Leaders with a deposit base consisting of 2.3 billion dollars in core deposits and 1.5 billion dollars in consumer and small business loans.
• Achieved outstanding business results and was asked to transfer to a lower producing region to improve their core deposit, checking, loan, and revenue growth as well as increase PBIE. Asked to focus on the upgrade of.

Education record

Executive Leadership For Women, Executive Leadership

Liberal Arts

Education record