With over 25 years of financial and operational experience, Jeff provides professional, timely and cost effective results for his clients. Jeff is formally a partner of the regional CPA firm Rooney, Plotkin & Willey (now CBIZ Tofias) working with the firm from 1983 until 2001 when he left the practice to take the position as Chief Financial Officer at American Read more...
The Savings Institute was incorporated as a financial institution by an act of the Connecticut legislature in 1842 under the name Willimantic Savings Institute. It now operates under the name Savings Institute Bank andTrust Company.The Bank offers a full range of financial services to individuals, businesses and municipalities through its eastern CT and southern RI offices. The primary product offerings include savings, checking and deposit accounts, certificates of deposit, residential and commercial mortgage loans, commercial business loans and consumer loans. Additionally, wealth management services, which include trust, financial planning, investment services and life insurance, are offered to individuals and businesses through its Connecticut and Rhode Island offices.
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