Dealmakers Roundtable

Jerry is head of Corporate Banking for the Northeast Region, which includes New England and New York State. He brings deep experience to this role having led a number of the bank’s commercial business units, including serving as the bank’s president in Massachusetts (2010-2021) and co-chair of its Advisory Board (2012-2018).

David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.