Entrepreneurship is the backbone of small business and the economy. Embracing one’s passions, running with an idea and working hard are the keys to success. Valuing these clients and meeting their needs while providing them guidance as part of their team is certainly a contribution I enjoy.
Bob has been a seasoned commercial banker and trusted advisor for over 35 years. As a Senior Managing Director leading a team, he has worked with small business owners and large companies throughout his career. While at Citibank, he earned multiple CitiStar awards given to the top 10% nationally for their performance. He was the Area Manager for Downtown NYC during the 911 crisis. Bob and his team assisted and advised impacted businesses with their recovery.
As CEO and Founder of his own business consulting firm, Bob worked with small businesses and professionals in Connecticut and Greater New York. Some of the advisory services offered included preparation of business plans, cash flow analysis, and loan packaging for commercial banks and the SBA Lending Programs. The objective was to listen, understand and offer needs based advice for success.
Bob has a Master of Science Degree in Banking & Money Management from Adelphi University and a Bachelor of Arts in Political Science from The Ohio State University. He is a graduate of a Formal Commercial Credit Training Program and the elite by invitation only Citibank Leadership Program. While serving in the military, he earned the rank of Lieutenant Colonel, is a Veteran and graduated from several of their schools.
As a member of a Stamford not-for-profit charitable organization and in conjunction with Yale New Haven Hospital, he worked to raise funds for children needing advanced medical assistance. This included heart transplants, complicated eye surgeries, expensive drug protocols, and motorized equipment.
Bob and his wife, a professional Dog Agility coach, competed in Agility, Obedience and Flyball with their multi-titled champion toy poodle. Additionally with their clinical/social therapy dog, they visited nursing homes and hospitals providing relief and entertainment for those who were ill. In his leisure time, Bob enjoys watching the Buckeyes of Ohio State Football, the NCAA Women’s College Softball games, and relaxing by the lake at his home.Go Back