
People on the Move
Greenfield Savings Bank (GSB) announced that Cassandra Morrey has been promoted to vice president and Residential Lending officer; Karen Cartier has been promored to vice president, Compliance, Fraud Prevention, and Community Reinvestment officer; Christopher Pike has been promoted to assistant vice president and Special Assets officer; and Misty Lyons has been appointed mortgage officer. Morrey will be responsible for daily oversight of the Residential Lending department, including origination, process, closing, quality control, and compliance. She joined Greenfield Savings Bank in 2010 after working in the banking industry for 17 years. She is an active volunteer in the community, serving as a board member and treasurer of Highland Ambulance EMS Inc., and as a fourth- to sixth-grade girls basketball coach. She graduated with honors from the New England School for Financial Studies. Cartier manages the Bank Secrecy & Anti-Money Laundering department, the bank’s compliance-management system, and identity-theft and fraud-prevention programs. Her department monitors transactions and identifies suspicious activity. She joined GSB in 2013 has been working in working in banking and fraud prevention for 28 years. She is a 2008 graduate of the New England School for Financial Studies at the Babson Executive School and has earned additional professional designations including Certified Bank Secrecy & Anti-Money Laundering Professional (CBAP) and Certified Community Bank Compliance Officer (CBCCO). She donates some of her personal time volunteering in the community, including serving as a committee member of the annual benefit for Toys for Tots, as a board member of All Out Adventures, and a member of the GSB Relay for Life team. Pike is responsible for loan operations and special-assets management at the bank. Before joining the bank in 2014, he was an associate director and bank consultant at RMPI Consulting. He volunteers his time for a number of local community organizations, including helping at the Stone Soup Kitchen, working at the Franklin County Fair Rotary food booth, and fundraising for the YMCA. He received his MBA from Whittemore School of Business and Economics at the University of New Hampshire. Lyons is responsible for loan origination, underwriting, and approval of residential mortgages and will work directly with loan applicants, assisting them through the application process. She will serve customers throughout Franklin and Hampshire counties. She began her career in the banking industry in 1988 and previously worked in the GSB Loan department from 2003 to 2006. She is returning to her career in banking after a three-year medical leave while recovering from a severe case of Lyme disease. She has been a member of the Realtor Assoc. of Pioneer Valley for more than 20 years and has served on the committees and boards of a wide range of organizations, including the the Franklin County Rotary Club, the Greenfield Community College Foundation board of directors, the golf committee for the Franklin County Sheriff’s Department fundraiser for Warm the Children, and the YMCA sustaining fundraising campaign. She was also an elected member of the Gill-Montague Regional School Committee from 2012 to 2015.
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Meri Clark was named the recipient of the Excellence in Teaching Award at Western New England University (WNEU). Winners of the prestigious award are nominated by students, faculty, and administrators for outstanding contributions as educators and advisors. Clark is a professor of History and coordinator of the Global Scholars program for the College of Arts and Sciences. She has taught Latin American and world history at the university since 2005. Her research specializes in the history of 19th-century Latin America, with particular attention to the themes of education, nationalism, gender, race, and ethnicity in Colombia. After earning her bachelor’s degree in history from Reed College (Phi Beta Kappa), Clark researched in Colombia under a Fulbright scholarship. She then earned a master’s degree and Ph.D. in history from Princeton University.
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Michael Tucker, president and CEO of Greenfield Cooperative Bank, announced that the board of directors has approved the promotions of Colleen Bugbee, Mary Rawls, and Jane Trombi. Bugbee was elected senior vice president and treasurer. She is responsible for the bank’s treasury functions, including managing the bank’s investments, asset/liability process, and annual budgeting. She has 40 years of experience in the financial-services industry, having started with the former Monarch Capital. She has been with the bank since 2006. Bugbee received her bachelor’s degree from Syracuse University and her master’s degree in accounting from Western New England University. She is a volunteer at Horizon for Homeless Children and is chairman of the finance committee at Trinity United Methodist Church. Rawls was elected senior vice president – Compliance, and co-CRA officer for the bank. She has more than 25 years of experience in banking, joining GCB in 1994. She is responsible for ensuring bank compliance with the numerous banking and consumer laws and regulations. She also coordinates various regulatory and compliance examinations for the bank. Rawls is a graduate of the New England School for Financial Studies at Babson College and has held a variety of roles in the branch and operations areas as well throughout her career. She is a long-time volunteer and active with American Cancer Society and 4-H Club. She is also on the board of Big Brothers/Big Sisters of Franklin County. Trombi was elected senior vice president – Residential Lending and co-CRA Officer. She joined GCB in 1999 and has more than 21 years of experience in banking and residential lending. She is based in Greenfield and is responsible for the management of the residential and consumer lending department of the bank. Trombi is a graduate of the University of New Hampshire and the New England School for Financial Studies at Babson College. She is active in several community causes, including the United Way board, Big Brothers/Big Sisters, and the Women’s Way.
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Michael Ostrowski, president and CEO of Arrha Credit Union, congratulated Lucas Manzi, Accounting Department and Finance manager at Arrha, for receiving a 2019 Credit Union Difference Maker’s Award presented by the Cooperative Credit Union Assoc. at the 2019 Credit Union Marketplace Experience. The show highlighted new technology and featured breakout sessions in many topics, including cybersecurity, the latest trends in digital banking, and ways to enhance the member experience, as well as a salute to employees that have great attitudes, positively impact others, and make a difference at their credit union, in the community, and beyond.
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Elms College President Harry Dumay has been appointed treasurer of the executive committee for the Assoc. of Colleges of Sisters of St. Joseph. Dumay became the 11th president of Elms College in 2017. He has served in higher-education finance and administration at senior and executive levels for 19 years. Prior to assuming the presidency of Elms College, Dumay was senior vice president for finance and chief financial officer for Saint Anselm College from 2012 to 2017. He formerly served as chief financial officer and associate dean at Harvard University’s Paulson School of Engineering and Applied Sciences (2006-12), associate dean at Boston College’s Graduate School of Social Work (2002-06), and director of Finance for Boston University’s School of Engineering (1998-2002). In addition, he served as an adjunct faculty member at Boston College for nine years. Dumay currently serves as a commissioner, treasurer, member of the executive committee, and member of the Annual Report on Finance and Enrollment for the New England Commission for Higher Education, a member of the board of directors for the Assoc. of Independent Colleges and Universities in Massachusetts, a member of the student aid policy committee for the National Assoc. of Independent Colleges and Universities, a board member for Pope Francis Preparatory School and the Boston Foundation’s Haiti Development Institute, and a former member of the board of directors and a current member of the investment committee of the Catholic Medical Center in Manchester, N.H.
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As part of the continued effort to position the company for stronger growth, Brad Bedard has been promoted to vice president of Supply Chain Management for OMG Inc. As vice president, Bedard is responsible for overall management of the company’s global supply-chain and distribution logistics. In this new role, he will work with his organization to develop and implement short- and long-term strategies that maximize operational efficiencies, improve supply-chain and distribution performance, and manage costs. Bedard has been with OMG since 2007, most recently as director of Supply Chain Management. Earlier, he had been the company’s director of Distribution and Sales Inventory Operations Planning, where he was instrumental in developing and implementing the company’s forecasting and operations planning process. Prior to joining OMG, he held various distribution and logistics roles for Bose Corp. and Timex Corp. He holds a bachelor’s degree in economics from Harvard University.
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Florence Bank promoted Jeremy Melton to the position of senior vice president, director of Operations and Risk Management, and hired Robert Raynor to serve as vice president, Compliance and Community Reinvestment Act (CRA) officer. Melton joined Florence Bank in 2012. Prior to his recent promotion, he served as first vice president, Risk Management, Compliance, and CRA officer. He is the board chair and a member of the finance/audit committee at Tapestry. Raynor joined Florence Bank in April 2019 with nine years of banking experience. He holds a bachelor’s degree in business management from Springfield College. He is a board member and treasurer of the Boys & Girls Club of Greater Holyoke.
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Springfield Technical Community College (STCC) named professors of Physics and Nursing as its 2019 endowed chair award recipients. The college selected Barbara Washburn, department chair and professor of Physics, as the 2019 Anthony M. Scibelli Endowed Chair, and Deborah Jacques, professor of Nursing, as the 2019 Joseph J. Deliso Sr. Endowed Chair. Each year, STCC faculty are nominated by their colleagues and then invited to apply. An award-selection committee, made up of faculty and staff, reviews applications, and the STCC Foundation executive committee selects winners. The pair received monetary awards — $3,000 each — and wooden chairs with plaques inscribed with their names. They can apply $1,500 to professional development and $1,500 to their academic department. Jacques earned a doctor of nursing practice degree from UMass, and a master’s degree in nursing education and a bachelor’s degree in nursing from Russell Sage College. She worked as a staff nurse at Baystate Medical Center before joining STCC as a professor in 2007. Washburn holds a master of education degree from the University of Connecticut and a master’s degree in electrical engineering, laser optic engineering, from Tufts University. She earned her bachelor’s degree in electrical engineering from Western New England University. She joined STCC as a professor in 1996.
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Community-based financial advising firm PV Financial Group recently welcomed the newest member of its senior leadership team, Cheryl Hoey, CPA. Hoey will serve as PV’s chief financial officer, providing high-level support for the firm, overseeing company finances, creating and managing budgets, as well as forecasting trends. With more than 28 years of experience working within various accounting positions for businesses across Massachusetts, Hoey will help PV’s financial advisors better serve clients with her expertise in tax preparation and auditing. Having worked at several private companies, as well as large firms including Merrill Lynch and the Unum Group, Hoey has honed her skills in the areas of investments, tax preparation, international accounting, and financial risk.
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Holyoke Medical Center (HMC) Chief Financial Officer Michael Koziol has been named a 2019 recipient of the Healthcare Financial Management Assoc. (HFMA) Founders Medal of Honor for his contribution and support to the HFMA and the healthcare-finance profession. The Founders Medal of Honor is a prestigious award recognizing individuals who have reached the highest level of involvement and volunteer service to the HFMA. Koziol was nominated for the Medal of Honor for his involvement in the organization, which included more than six years on the annual conference planning committee and many years on the physician practice subcommittee. He has been a member of the HFMA since 1982. Koziol joined Holyoke Medical Center in April 2017. His previous experience included executive-level finance positions with Southcoast Physicians Group in Fairhaven; MaineGeneral Health in Augusta, Maine; South County Hospital Healthcare Systems in Wakefield, R.I.; Massachusetts Eye & Ear Associates in Boston; Rhode Island Hospital in Providence, R.I.; and Memorial Hospital of South Bend, Ind. He received his bachelor’s degree from Illinois State University and completed his MBA at the University of Illinois.
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John Regan, a Boston native who has directed government-affairs advocacy at Associated Industries of Massachusetts (AIM) for the past 12 years, was selected as the next president and CEO of the commonwealth’s largest business association. Regan succeeds AIM President and CEO Richard Lord, who is retiring after two decades leading the organization. At AIM, Regan’s focus has been administrative and legislative advocacy, regulatory affairs, litigation, and ballot initiatives. He has negotiated favorable outcomes for employers on major issues such as healthcare reform, paid family and medical leave, use of non-compete agreements, pay equity, unemployment-insurance rate freezes, and the 2018 compromise that avoided costly and contentious ballot questions concerning the minimum wage, sales tax, and paid leave. Prior to his tenure at AIM, he served as chief operations officer for MassDevelopment, the state’s finance and development agency, overseeing real-estate development and community-revitalization projects including the transformation of the former Fort Devens. Before MassDevelopment, he was executive director of the Massachusetts Office of Business Development, leading the commonwealth’s business-retention and recruitment efforts. Regan, a graduate of Boston Latin School, earned his bachelor’s degree from St. John’s Seminary College in Boston and a certificate in organizational management from the U.S. Chamber of Commerce.
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As the Greater Northampton Chamber of Commerce looks forward to its 100th-anniversary celebration in June, the board of directors announced the selection of the chamber’s new executive director, Vincent (Vince) Jackson. He is an entrepreneur and the CEO of Marketing Moves in Hadley, a company he founded. He will begin his role at the chamber on Monday, June 3, succeeding Suzanne Beck, who is retiring at the end of May. In passing the torch to Jackson, Beck hands him the opportunity to lead the chamber and through its new strategic plan. The visionary plan, to be launched over the coming months, reimagines what a 21st-century chamber should be. Prior to founding Marketing Moves in 2000, Jackson worked in Texas for PepsiCo Inc., growing through roles in brand and product management, innovation, and acquisitions. Marketing Moves is a consultancy that specializes in strategy development, brand management, and marketing and communications, working with a diverse national client base of large corporations, small businesses, and government and nonprofit organizations. Jackson has lectured in the Department of Marketing at the UMass Amherst Isenberg School of Management. He has served on several nonprofit boards, including time as president of the Lee B. Revels Scholarship and Mentoring Foundation and the Beta Sigma Boulé Foundation in Springfield. He holds a bachelor’s degree from Grambling State University and an MBA from the Wharton School at the University of Pennsylvania. Jackson’s first public appearance will be at the chamber’s centennial event, “Torch: Our Time to Shine,” on Thursday, June 13 at the Academy of Music in Northampton.