Meet the Business Team

Kathleen has over 25 years of business banking experience and is passionate about helping companies thrive at all stages of their business life cycle. She has a proven track record of building relationships while providing customized solutions around cash flow, borrowing and financial wellness needs. Kathy enjoys supporting our local communities and is a devoted advocate for Autism Awareness and Acceptance.

Sana has over 10 years of business lending experience and enjoys working with owners to help their business grow. She is a Business Management graduate of Northeastern University and has held positions in branches and small business relationship management. Sana is fluent in Nepali, Hindi and English and looks forward to partnering with business members of all backgrounds.

I believe that small businesses are what keep our local economy alive. I initially thought I’d be a nurse, but realized I could impact my entire community by supporting businesses to stay financially healthy. That’s why I’ve chosen this career path.

Lori has over 20 years of experience in the financial industry, including commercial, accounting, and customer service, and a bachelor’s degree in Business. She knows how stressful it can be to find the right lender and partner to help support your business. Having grown up in Central Mass, Lori looks to build strong, long-term relationships that will continue to help her community thrive.

Kendra is an seasoned commercial lender. With 20 years experience at a number of well-known financial institutions, she is passionate about helping commercial borrowers meet their financing needs. Kendra is also an accomplished equestrian and enjoys volunteering and participating in horse shows and competitions. NMLS# 2161932