Launched by the Eastern Bank Charitable Foundation in April 2017, the Business Equity Initiative (BEI) was developed to mitigate growing inequality by combining business growth, supplier partnerships, and community transformative development as a means of addressing growing wealth and income inequality in Massachusetts.The Initiative is focused on growing enterprises of color by leveraging Eastern’s networks and philanthropic dollars as well as providing targeted, customizable growth tools including embedded trusted strategic advisors, operational support, growth capital, and market access to enterprises of color positioned for growth. This Initiative will begin with Black and Latino businesses, because research shows us that this is where the inequities and wealth gap is the greatest.The envisioned impact of the BEI includes stronger balance sheets, expanded and deeper supplier relationships between these enterprises and anchor institutions, job creation for residents of color, and the potential for greater civic engagement by the owners of color and their workforce.

No one should be worried about getting sick (or worse) from the food they eat.However, the CDC estimates that each year 48 million people get sick from a foodborne illness, 128,000 are hospitalized, and 3,000 die. Food safety is a public health concern and Food Safety Professionals are the front line defense for the public. Yet they rely on outdated tools and processes.....until now.Relavent Systems has developed FOODCODE-Pro, a fully digital, mobile platform for food safety inspections.FOODCODE-Pro is an inspection program that is based on the current food code and state supplements and delivers the only comprehensive risk based food safety assessment (inspection) in the market today. FOODCODE-Pro allows inspectors and auditors to more accurately, consistently and efficiently inspect retail food establishments making it safer for everyone. Developed over the past 18+ years, FOODCODE-Pro was built by inspectors, for inspectors.FOODCODE-Pro is the last mile of retail food safety!

Training, Inc. and the International Learning Center ("ILC") comprise the Training and Education Branch of the YMCA of Greater Boston.YMCA Training, Inc. is an intensive 20-week, full-time (600 hours) computerized office skills training and employment program. Designed to replicate the expectations of a professional office environment, the training prepares participants with both the technical and job readiness skills to succeed.Committees:Board Development - ChairFinance - Member

Imagine a solution where employers can reduce their healthcare benefits costs and their employees are able to make sense of their healthcare benefits and pay their medical bills with confidence all in one convenient place. This isn't the future, this is SInC.No more frustration, confusion..........and no more paper! SInC is an automated, digital, employee-centric platform that aligns company and employee financial interests by providing more cost effective benefits that are delivered via a superior mobile experience that drives engagement by removing the friction from the payment experience. SInC. Pay. Done!

Boutique management consulting/advisory firm founded in 1987 providing strategic guidance and tactical assistance to over 300 emerging growth and distressed businesses (Start-up to $100M in revenue). Partner - Management ConsultingLead consultant responsible for developing and executing new client engagements. Produced detailed, market based, data driven analysis and recommendations on areas requiring operational and financial improvement as well as opportunities for growth. Led engagements in: Flexible Printed Electronics, Architectural Lighting, HIS, Custom Semi-Precious Metal Mfg., CPG/Beverages, Specialty Food Distribution.

Emerging growth, integrated healthcare benefits platform (comprised of three operating subsidiaries: Brokerage - Partners Benefit Group, Inc., Third Party Administration - Reimbursement Specialists, Inc., and Compliance Assessment - ComplianceSource, Inc.) providing innovative, cost-effective benefit administration to small to mid-sized companies.Recruited to develop and lead strategic plan to accelerate revenue growth and scale operations. Cross-functional leader and cultural change-agent responsible for P&L and the smooth and efficient operation of Sales, IT, Legal, Finance, HR Claims Processing and Client Service. Core Responsibilities:♦ Process Improvement♦ Strategic Planning♦ Cost Efficiencies♦ Aligned Finance & Strategy♦ Revenue Growth♦ Innovation♦ Cultural Transformation

Emerging growth, risk management firm specializing in Property & Casualty insurance and Healthcare benefits brokerage to growing technology, real estate and industrial/manufacturing companies.Consultant (RLA) promoted to operating executive that led company through restructuring and permanent financing. Cross-functional leader and cultural change-agent responsible for P&L and the smooth and efficient operation of Sales, IT, Legal, Finance, Risk Analysis and Client Service. Core Responsibilities:♦ Operating Improvements ♦ Capital Raising♦ Value Creation ♦ Program Management Developed and executed liquidity strategy with board of directors resulting in the sale of the company to Arthur J. Gallagher (NYSE:AJG).

MissionFamilies First promotes the secure and nurturing parent-child relationships that are the foundation of every child’s well-being and future success.VisionEvery child is secure, confident, resilient, and able to seize opportunities and succeed. All of our children are loved, guided, and supported by strong, knowledgeable, and collaborative parents, caregivers, schools, and communities.

Start-up commercial bank ($1B assets) focused on providing financial services exclusively to emerging growth technology and healthcare/tech companies sponsored by top tier PE and VC firms.Hired to launch regional market development activities focused on seed/start-up companies.Core Responsibilities:♦ Market Development♦ Relationship Management♦ Loan & Deposit Origination♦ Transaction Underwriting♦ Portfolio Management

Promoted to N.A. team leader and program manager responsible for strategy, business development, training and marketing activities for $1B business unit. Cross-functional, HQ liaison to global program leaders. Core Responsibilities:♦ Program Management♦ Revenue Growth♦ Technology Acceleration

Promoted to co-manage distressed investment portfolio valued in excess of $1.5 Billion. Developed and executed exit strategies including all sell-side M&A, divestiture, bankruptcy, liquidation and restructuring activities. Core Responsibilities: ♦ Portfolio Management♦ Transaction Execution♦ Relationship Management♦ Divestiture & Liquidation Strategies

Recruited to launch east coast market presence and execute hybrid debt investments ($500K - $25M) with emerging growth, next generation communication service providers. Core Responsibilities: ♦ Process Improvement♦ Venture Debt & Growth Capital Investments♦ New Business Development♦ Relationship Management ♦ Portfolio Management

West Coast VC firm with ~$250M AUM focusing on debt and equity investments in emerging growth internet, IT Infrastructure, healthcare, enterprise software and data/telecom companies. Recruited to enhance east coast market presence, deal flow and deploy capital. Core Responsibilities: ♦ Venture Investments (debt & equity)♦ New Business Development♦ Relationship Management ♦ Portfolio Management

West Coast Specialty Finance Company with $175MM AUM focusing on debt and equity investments in emerging growth internet, IT Infrastructure, healthcare, enterprise software and data/telecom companies. Launched Boston office to enhance market presence and deal flow in Northeast. Core Responsibilities:♦ Venture Debt Investments♦ New Business Development♦ Relationship Management ♦ Portfolio Management

Held several position in a privately funded, specialized technology finance company providing equipment financing and revolving lines of credit to emerging growth and distressed companies.