Financial Services and Accounting
Money manager - CPA - financial advice, and banking in Westchester
Charles Groppe, CPA, MBA
Kathleen M. Reilly
Vice President – New York Area Sales Manager
Mrs. Reilly is a Somers, NY resident with over 30 years of experience in small business banking, business development, coaching and the creation and delivery of successful sales programs.
In her role as VP/Branch Manager of the Scarsdale office of Patriot Bank N.A., Mrs. Reilly manages the branch’s sales activities and delivering superior customer service, manage daily banking operations, and develops relationships with businesses, individuals, nonprofits and municipalities in Scarsdale and surrounding communities.
The banking veteran has coached hundreds of bankers in New York and Connecticut throughout her career, resulting in increased business relationships, product sales and loan growth. Mrs. Reilly previously served as VP/Small Business Coach at Citibank in Somers, NY, where she worked with a team of bankers to engage and help small business owners succeed. Under her leadership, the bank’s marketplace increased bookings by 83% over three quarters.
Prior to that, she served as VP/Small Business Sales Development at Webster Bank in Waterbury, CT.
Mrs. Reilly earned her master’s degree in business administration from the University of Bridgeport in Connecticut and her bachelor’s degree in mathematics & computer science from Mercy College, located in nearby Dobbs Ferry.
An active volunteer in her community, Mrs. Reilly is a member of the steering committee for T.E.A.M Tuskers, a one-to-one mentoring program for students in the Somers school system. She also served on the board of her local Y, The Community YMCA of Central and Northern Westchester, from 2005 – 2012; And as a Somers Girl Scouts Troop Leader and Service Unit Manager from 2000-2014.
Mrs. Reilly lives in Somers, NY with her husband, John Reilly. They have two grown children, Bridget and Patrick
495 Central Park Avenue, Scarsdale NY 10583
firstname.lastname@example.org - www.BankPatriot.com
Roman A. Ciosek AIF®, CEPA
Managing Director, Partner
Roman Ciosek is a Managing Director and Partner at High Tower. He has over 23 years of experience in the Financial Industry, 13 years of which were spent at his previous firm, Morgan Stanley Smith Barney. As a member of High Tower Westchester, he has developed a Wealth Management Practice that incorporates a holistic view on the client with an eye toward strategic and tactical solutions.
Mr. Ciosek is an Accredited Investment Fiduciary, an outside course of study from the Center for Fiduciary Studies. The center operates in association with the University Of Pittsburgh Joseph S. Katz Graduate School Of Business. Mr. Ciosek has earned the Certified Exit Planning Advisor (CEPA) designation and is also a member of the Investment Management Consultants Association (IMCA) which is dedicated to higher education in the field of financial consulting.
Mr. Ciosek has also worked closely with numerous non-profit organizations. He is a two-time past president of the Port Chester-Rye Brook Rotary Club, of which he has been a member since 2001 and is currently on the board. He has also been involved in various Rotary District roles including past District Foundation Member. Mr. Ciosek is currently involved with the Port Chester, Rye Brook, and Rye Chamber of Commerce and serves on the board.
Born in Poland, Mr. Ciosek migrated to this country in 1980 and has spent the majority of his life in Westchester, New York. He currently resides in Armonk with his wife Sandra and their two children. He loves being active with his family and enjoys playing golf. Mr. Ciosek received his Psychology and Business degree from the State University of Stony Brook.
office (914) 825-8630
direct (914) 825-8633