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The success and value of any engagement depends on the experience and skill of
the individuals performing the work. Our personnel have extensive banking,
accounting and technology backgrounds. We are very proud of our entire team,
from the manager who will be assigned to your engagement to the most junior
members of our staff. We all display a professional enthusiasm for every job we
undertake.
Glen MacLeod, CPA, Chief Executive Officer
Mr. MacLeod has been associated with the firm since 1971. He became a partner in
1976 and is now the Chief Executive Officer of the firm. During his many years
serving the New England banking community he has acquired a wealth of knowledge
and experience in all facets of community banking.
Mr. MacLeod possesses a high level of technical expertise in addition to his
management capabilities. He has assisted clients in the launching of new
institutions, mergers and acquisitions, stock conversions, the formation of
holding companies and plays an important role in all of our client
relationships.
Mr. MacLeod has taught at the AICPA National Banking School in Virginia. He is a
member of the Massachusetts Society of CPA’s Banking Committee. He frequently
speaks at functions held by banking associations throughout New England.
John Marsh, MBA, CPA, Partner
Mr. Marsh joined Shatswell MacLeod in 1992. Prior to joining the firm he was
President and CEO of a $50 million New England financial institution. Prior to
that he was the Chief Financial Officer of a $500 million bank in New England.
Mr. Marsh has over twenty years of experience in bank auditing, accounting, and
operations, including extensive experience in the areas of loan review, loan
policy implementation and loan documentation standards.
Mr. Marsh supervises a number of our audit engagements from
planning to report writing, including supervision at clients’ offices.
Kevin M. O’Brien, CPA, Partner
Mr. O’Brien joined Shatswell MacLeod in 1989. Prior to joining the firm he was
employed as an internal auditor for a Massachusetts financial institution. Mr.
O’Brien manages a number of our audit engagements.
Mr. O’Brien is also responsible for and has extensive knowledge in all phases of
Pension Plan audits and agreed-upon-procedures for Trust Departments.
Carol Houle, CPA, Partner
Ms. Houle joined Shatswell MacLeod in 1997. Prior to joining the firm she worked
as a senior auditor for a CPA firm for four years. Her eight years of
experience has been wholly devoted to the auditing of financial institutions.
Ms. Houle manages a number of our audit engagements. Ms. Houle also plays a
leading role in the training, supervision, and professional development of our
audit staff.
Kevin Smith, Senior Manager
Mr. Smith joined Shatswell MacLeod in 1967. As a hands-on manager he has
in-depth expertise in bank accounting, audit, and taxation. He has acquired a
wealth of practical experience in bank accounting, regulatory matters,
operational issues, financial controls, and asset quality.
In addition to the day-to-day management and coordination of all of our firm’s
engagements, Mr. Smith works closely with our clients’ senior management teams.
He assists them with issues such as implementation of accounting and regulatory
directives, executive compensation planning, implementation of deferred
compensation plans, and a host of other technical issues.
Mary Mottram, Audit Manager
Ms. Mottram joined Shatswell MacLeod in 1988. She is involved in the audit
process from the beginning of the audit to the end. This includes planning for
the engagement, preparation of the management letter and financial statements
and is available in the office to respond to our clients’ needs. She has
assisted in the preparation and review of many regulatory filings.
John Fitzgibbons, CPA, Tax Manager
Mr. Fitzgibbons joined the firm in 1997. He has extensive experience in tax
planning for financial institutions and has prepared numerous state and federal
tax returns for our clients. He has assisted our clients in preparing for and
responding to audits by the Internal Revenue Service and state revenue
authorities.
Mr. Fitzgibbons takes responsibility for the day-to-day management of each tax
engagement to which he is assigned; from the tax planning process through
preparation of tax returns.
Daniel F. O’Sullivan, Jr., MBA, CPA, Partner
Mr. O’Sullivan has over twenty-five years of banking industry experience,
including approximately 13 years in public accounting. Mr. O’Sullivan has
managed independent audit and management advisory services projects, performed
Third Party Review engagements and was an executive in one of the largest
savings banks in New England for over eight years. Mr. O'Sullivan provides our
clients with assistance in regulatory compliance program assessment,
information system control review, interest rate risk management assessment and
shock testing, Community Reinvestment Act program assessment and development
and business continuity plan development. Mr. O’Sullivan has also participated
in the organization, incorporation and operational start-up of a successful
community development corporation and has provided professional assistance to
the Massachusetts Community Development Finance Corporation and the city of
Boston Economic Development Industrial Corporation.
Mr. O’Sullivan speaks periodically at industry-specific and professional
meetings and has published articles in the Massachusetts CPA Review and the
Commercial Record.
Michael C. Fronzaglia, CISSP, GPEN, MCSE 2003, CSSA, CSGM, DCSE, A+, Manager
Mr. Fronzaglia has over 11 years of experience in the information technology field with 9 years dedicated to information security. Prior to joining the Shatswell team, Mr. Fronzaglia worked as a Security Engineer for a Managed Service Provider supporting clients in the Financial and Municipal sectors and helping them to maintain regulatory compliance.
During his tenure with the Managed Service Provider, Mr. Fronzaglia spent seven years designing, implementing, and supporting infrastructure solutions utilizing Microsoft and SonicWALL technologies for small, mid-size, and enterprise networks. Additionally, Mr. Fronzaglia was responsible for preparing the monthly security reports that he would present to Senior Management.
Mr. Fronzaglia has extensive experience in the areas of log management, patch and vulnerability assessments, patch and vulnerability management, secure wireless solutions, firewall implementation and management, IPSEC and SSLVPN solutions, Active Directory, Group Policy, email solutions, backup technologies, change control, host hardening, penetration testing, and social engineering. He holds the Certified Information Systems Security Professional (CISSP) certification, the Microsoft Certified Systems Engineer (MCSE) certification on Windows Server 2003 Technologies, and the GIAC Penetration Tester (GPEN). Additionally, Mr. Fronzaglia holds multiple certifications from SonicWALL, Dell, and the CompTIA A+ certification.
Mr. Fronzaglia earned his Masters Degree in Music Performance from Western Michigan University and his Bachelors Degree in Music Performance (Cum Laude) from Youngstown State University.
Thomas J. Jendrysik, CPA, Internal Audit Manager, Partner
Mr. Jendrysik is the head of our Internal Audit division.
Prior to joining the firm, he spent over ten years as Internal Audit Manager
for a $1 billion New England financial institution. Prior to that, he was with
Ernst & Young. He is a member of the International Independent Auditors
Association.
Mr. Jendrysik is responsible for
assisting our clients with the maximization of their internal audit structure.
His division is also responsible for maintaining the independence between
external and internal audit work demanded by recently amended FDIC regulations.
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