Persons on the Shift – BusinessWest

Brendan Cawley

Brendan Cawley

Garrett Welker

Garrett Welker

Susan Stebbins

Susan Stebbins

Lisa White

Lisa White

Joseph LeMay

Joseph LeMay

Kara Graves

Kara Graves

Meyers Brothers Kalicka, P.C. (MBK) recently welcomed Brendan Cawley and Garrett Welker to the organization. Cawley is a senior affiliate in the firm’s Taxation division. Prior to MBK, he worked on a range of customers and industries as a manager at just one of the Major Four national companies. He brings to MBK almost 10 several years of public accounting expertise and a potent dedication to aiding shoppers. He holds a bachelor’s diploma in finance and accounting from Boston University and is an enrolled agent with the Internal Profits Assistance. Welker is an affiliate in the Assurance office. He served for seven years in the U.S. Air Power and went on to develop into a finance manager at a privately held enterprise in Western Mass. He holds a bachelor’s degree in small business management with a concentration in accounting from Westfield Condition University. MBK also announced 4 promotions: Susan Stebbins, CPA to senior supervisor Lisa White, CPA to senior manager Joseph LeMay, CPA to supervisor and Kara Graves, CPA to worker reward program specialized niche leader. Stebbins, who has been with MBK considering that 1997, focuses on taxation. In her new place, she will be preparing and reviewing returns, as perfectly as controlling quite a few specialists in just the firm’s taxation office. A CPA accredited in Massachusetts and Maryland, she is a member of the American Institute of Licensed Public Accountants (AICPA) and the Massachusetts Modern society of Licensed General public Accountants (MSCPA). She retains a bachelor’s diploma in accountancy from Bentley University. With extra than 20 many years of public accounting knowledge, White focuses primarily on federal and condition money-tax compliance and preparing in just the development and true-estate industries. In her new job as a senior tax supervisor, she will continue to mentor staff members as well as take care of the shipping and delivery of products and services specifically to many customers. She holds a bachelor’s degree in business enterprise administration from Middle Tennessee Condition University and is a member of the AICPA and the MSCPA. She is a CPA accredited to exercise in equally Massachusetts and Pennsylvania, and in 2011 was named amid the 40 Beneath 40: Customers to Watch by the Pennsylvania Institute of CPAs. LeMay joined MBK in 2015 and works with businesses all through Western Mass. in industries such as manufacturing, distribution, health care, and other services companies. In his new position as a supervisor, he will deal with a group in the firm’s Accounting and Auditing department. In addition, he leads initiatives to provide the division with tech updates, serves as a mentor in the firm’s official mentorship system, and is the leader for the firm’s wellness method. He acquired his bachelor’s diploma in organization administration from Westfield Condition University and a master’s degree in accountancy from Westfield Point out College. He is a CPA and accredited valuation analyst in the point out of Massachusetts and is a member of the AICPA and the MSCPA. Graves, who has been with MBK since 2011 and has extra than 14 decades of knowledge in accounting and auditing, specializes in worker profit programs and industrial audits. In her new situation, she will be overseeing all of the programs, scheduling groups and area get the job done, studying alterations on criteria for pension audits, applying any essential updates, and facilitating instruction and yearly arranging for pension audits. She is a certified CPA in Massachusetts and retains a bachelor’s diploma in accountancy from Roger Williams University and an master’s diploma in accountancy from Western New England University. She is a member of the MSCPA and CPAmerica. She serves on the audit committee for the United Way of Hampshire County.

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Dawn Fleury

Dawn Fleury

Miriam Siegel

Miriam Siegel

Tom Wolcott

Tom Wolcott

Country Bank not too long ago introduced a few govt promotions within just the bank’s senior management crew. Dawn Fleury, CPA, has been promoted to very first senior vice president of Corporate Danger. Ahead of joining Nation Financial institution in 2012, she had a 21-yr vocation with the FDIC as a commissioned senior lender examiner. In her present-day part, she oversees the bank’s in depth risk-administration systems, which include compliance, company threat, interior audit, BSA fraud, industrial credit score, commercial financial loan work out, and household collections. Miriam Siegel, CCP, CBP has been promoted to very first senior vice president of Human Means and chief variety officer. When she joined Country Bank in 2018, she introduced 26 many years of skilled working experience as the senior vice president of Human Means for United Bank. In her present function, she oversees all features of the bank’s human-assets initiatives, as properly as driving expertise-management methods to guide the bank’s finding out and advancement team. She serves on the board of Behavioral Well being Community in Springfield and the Wilbraham Personnel Advisory Board. Tom Wolcott has been promoted to initial senior vice president of the Industrial Lending and Enterprise Banking divisions. He joined Place Financial institution in 2019 following a earlier vocation in the economical-services field that spanned more than three a long time, like senior vice president roles at People’s United Lender, United Financial institution, Citizens Financial institution, and Fleet Bank, primarily in the Connecticut, Springfield, and Worcester marketplaces. He has comprehensive experience in managing varied and elaborate professional clients as effectively as assisting little businesses with resourceful solutions to aid them achieve their monetary aims.

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Spiros Hatiras, president and CEO of Holyoke Health-related Centre and Valley Health Units, introduced the appointment of Dean Vitarisi as main financial officer (CFO) at Holyoke Medical Centre and Valley Well being Devices. Vitarisi’s prior practical experience incorporated govt-amount finance positions with Essen Health and fitness Treatment, Trinity Well being Of New England, Yale New Haven Health and fitness, St. Mary’s Wellbeing Method, and St. Raphael Healthcare Method. He gained his bachelor’s degree in business enterprise administration with a concentration in accounting from Bryant University. He then concluded an MBA from Quinnipiac University, followed by a master certificate in health care management from Cornell University University of Human Ecology.

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The Valley Blue Sox declared that an alumnus of their 2016 year, Hezekiah (Hez) Randolph, will just take more than for John Raiola as head mentor. Randolph has had a thriving job in both of those substantial-school and collegiate baseball. He was a designated hitter and second baseman for the College of New Orleans Privateers, where he was named a Louisville Slugger Freshman All-American in his freshman calendar year and All-Louisiana Very first Crew during his senior yr. He joined the Blue Sox as a player in the summertime of 2016, the place he was selected for the New England Collegiate Baseball League All-Star Activity, in addition to earning 2nd-workforce honors. He then went on to join the Blue Sox coaching staff members as a hitting mentor in 2018.

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Peter Morales

Peter Morales

Region Bank announced that Peter Morales has joined its Innovation & Engineering Division as senior vice president. Morales has held various technological leadership positions, most not long ago as vice president and main information officer for an intercontinental academic group supporting far more than 45,000 college students in more than 40 nations around the globe. He also held positions at New York College, (primary technological know-how at the Law and Engineering faculties), and the New York and American inventory exchanges. Morales commenced his occupation developing diagnostic systems for the F18, the jet the Blue Angels at the moment fly. He retains a bachelor’s degree in electrical engineering, a master’s degree in engineering management, and a doctorate in pc science and details methods. He proceeds to educate in two master’s plans at NYU and is on the board of directors for various incubator startups and nonprofits.

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Caitlin O’Connor

Caitlin O’Connor

Monson Price savings Bank declared the employ the service of of Caitlin O’Connor as vice president and marketing officer in the bank’s Advertising section. In her new purpose, she will oversee all areas of the bank’s brand name and enterprise-line marketing and advertising, advertising and marketing, community relations, and communications initiatives. She will also be responsible for setting up and utilizing an effective, revolutionary, and thorough marketing approach that aligns with the bank’s eyesight, mission, values, and strategic targets. O’Connor has been in the banking market for 13 years and has 17 several years of encounter in the promoting and layout business. She is a graduate of Mount Ida University in Newton, now a campus of UMass Amherst. Prior to becoming a member of Monson Savings Financial institution, she held the job of vice president and internet marketing supervisor of North Brookfield Personal savings Bank.

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Jeff Liguori, co-founder and chief expense officer at Napatree Capital, introduced the addition of Matt Landon as a partner. With more than 26 years of wide financial investment expertise, Landon began his financial commitment profession at MassMutual Fiscal Team, soaring to the job of running director soon after a series of promotions. He was later recruited to senior positions at expense-field leaders Fidelity Investments and T. Rowe Rate. He also started Smart Portfolio Products and services, an early mover in the robo advisor area. Most not too long ago, he held senior advisor roles at Commonwealth Economic Network and LPL Economic, supporting people and business enterprise house owners go after their money targets. Landon has gained a reputation as a experienced investment decision practitioner and trusted advisor to his shoppers. As a devoted student of the economical markets and lifelong learner, he has been awarded the prestigious chartered money analyst (CFA) designation. Regionally, he serves as a trustee at Veritas Prep Charter Faculty and is a member of its finance and investment committees. As a lacrosse supporter and enthusiast, he also serves on the board of the Longmeadow Boys’ Lacrosse Assoc. and nonetheless suits up for an occasional about-40 lacrosse sport.

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Alex Bennett

Alex Bennett

Pearson Wallace Insurance policy (PWI), with offices in Pittsfield, Amherst, and Boston, announced that Alex Bennett has been promoted to lover inside of the agency. Bennett has been with PWI from the commencing, most recently holding the place of vice president of Product sales. He will carry on to spearhead the development of product sales as well as come to be involved in the working day-to-working day functions of the small business. He earned his bachelor’s degree in enterprise administration and advertising from Roger Williams College in Bristol, R.I., and commenced his insurance plan job at Liberty Mutual in personalized-strains direct revenue in the Bigger Boston spot.

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Margaret Mack has joined Bulkley Richardson as a member of the legislation firm’s true-estate observe group. she earned her juris medical professional diploma from Suffolk College Legislation School in 2019 and a bachelor’s degree, cum laude, from the Catholic College of America in 2016. Prior to signing up for Bulkley Richardson, Mack was an attorney at the World-wide 200 regulation agency of Fragomen, Del Ray, Bernsen, and Lowey in New York Metropolis and a law clerk at Seyfarth Shaw in Boston, ranked 75th and 74th, respectively, amid all legislation firms globally. She was also a research assistant for Suffolk University Regulation College and a lawful associate at Integreon, a world company of choice legal methods to leading regulation firms, firms, and expert company companies.