President Overview

Patricia (Pat) Donnelly spent twenty five years in commercial banking for large regional banks where she was responsible for developing, underwriting and managing large portfolios of commercial client relationships.  She greatly enjoyed and appreciated the opportunity to work with her clients in an advisory capacity assisting with strategy and growth. During her banking career, Pat also worked in the workout area handling troubled credits during challenging economic times.

Pat moved from corporate banking to take on a CFO role at a privately held business.  She also worked for a number of international companies as Director of Credit and Operations.  She has managed large teams both domestic and international, and has been responsible for implementing and managing international risk policies.

Consulting projects have been diverse including interim CFO, troubled debt restructure, strategic planning, cash flow management, budgeting, and a large international CRM implementation.  She has also assisted with M&A activities.

Pat is passionate about helping others and looks to understand her clients’ businesses as well as personal goals in order to come up with solutions that allow for their success.  In the end, it’s all about the people.