Jonathan Shulman
Board Member at Westfield Bank | Greater Cleveland
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Jonathan Shulman is a seasoned financial services professional currently serving as a Board Member at Westfield Bank, where he leverages his extensive experience in commercial banking to provide strategic oversight and guidance. As the Chair of the Board Asset-Liability Committee (ALCO) and a member of the Board Loan Committee, Jonathan plays a pivotal role in shaping the bank’s risk management strategies, particularly in areas such as interest rate risk management and liquidity management. His expertise in asset management and capital markets enables him to navigate complex financial landscapes, ensuring that Westfield Bank remains resilient and competitive.
With a rich background that includes serving as the Treasurer of a large regional bank, Jonathan has held several interim executive roles that have honed his leadership skills and deepened his understanding of financial operations. His experience as the director of investor relations and chief financial officer for a major line of business has equipped him with a unique perspective on business strategy and financial planning and analysis. This multifaceted expertise allows him to contribute effectively to key projects at Westfield Bank, where he focuses on enhancing the bank's financial performance while mitigating risks associated with market fluctuations.
Jonathan’s commitment to sound financial practices and strategic foresight is evident in his approach to banking, where he emphasizes the importance of hedging strategies and proactive asset-liability management. His board experience spans various facets of the banking industry, making him a valuable asset to Westfield Bank as it navigates the evolving financial landscape. Through his leadership, Jonathan continues to drive initiatives that promote sustainable growth and long-term value for stakeholders.
Board Member at Westfield Bank in October 2022 to Present
Board Member at Berkshire Bank in February 2020 to May 2023
Executive Vice President & Treasurer at KeyBank in October 2018 to March 2019
Executive Vice President & Assistant Treasurer at KeyBank in January 2014 to January 2018
Senior Vice President, Director of Financial Planning and Analysis at KeyBank in January 2013 to January 2014
Senior Vice President & Interim Chief Financial Officer of the Community Bank at KeyBank in April 2012 to December 2012
SVP & Assistant Treasurer | Dir - Asset Liability Mgmt. Derivatives Hedging, Investment Portfolio] at KeyBank in January 2006 to January 2012
Senior Vice President, Funds Management & Capital Planning at KeyBank in January 1994 to January 2006
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ALM
Interest Rate Risk Management
Liquidity Management
Hedging
Asset Management
Banking
Business Strategy
Capital Markets
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Discover more about Westfield BankWhat is Jonathan Shulman email address?
Email Jonathan Shulman at [email protected] and [email protected]. This email is the most updated Jonathan Shulman email found in 2026.
What is Jonathan Shulman phone number?
Jonathan Shulman phone number is +12164011148 and +19513182985.
How to contact Jonathan Shulman?
To contact Jonathan Shulman send an email to [email protected] or [email protected]. If you want to call Jonathan Shulman try calling on +12164011148 and +19513182985. (updated on October 30, 2024)
What is Jonathan Shulman net worth?
Jonathan Shulman has an estimated net worth of $750,000 to $999,999
What company does Jonathan Shulman work for?
Jonathan Shulman works for Westfield Bank
What is Jonathan Shulman's role at Westfield Bank?
Jonathan Shulman is Board Member
What industry does Jonathan Shulman work in?
Jonathan Shulman works in the Banking industry.
Jonathan Shulman Email Addresses
Jonathan Shulman Phone Numbers
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