Susan Monti

Managing Director

Ostrowski & Co. Inc.

Joined: 1994

Office Phone:

(203) 699-1445


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Bio

Ms. Monti joined O&Co as a Managing Director in June 1994. Ms. Monti brings hands on industry experience to O&Co with an eighteen year career at various Connecticut financial institutions. She has held executive positions in the areas of financial management, accounting, planning, operations, administration and credit. Her last position was as Executive Vice President and Chief Financial Officer for Gateway Financial Corporation. At Gateway, she was responsible for the design and implementation of a financial restructuring that combined the re-capitalization of the Company through a $28 million common stock rights offering with the resolution of $60 million in non-performing assets. After successful implementation of the restructuring, Ms. Monti negotiated the sale of the Company to Shawmut National Corporation. In addition to extensive balance sheet restructuring experience, Ms. Monti has managed the acquisition and assimilation of a failed thrift; developed, implemented and measured performance of business plans for banks and thrifts of varying size and complexity; organized a credit administration and workout division and participated in data processing system selection, conversion and outsourcing. Since joining O&Co, she has become an integral part of O&Co’s management team. Her knowledge and expertise in all aspects of the industry has enabled O&Co to satisfy the requirements of all client related matters. She has successfully analyzed, negotiated and structured various merger and acquisition transactions and created strategic and operating plans for client success. Her financial expertise has enabled O&Co to assist clients in understanding how their profitability is driven and create strategies that result in real bottom line improvements. She has completed numerous speaking engagements and has participated in panels and seminars on asset/liability management, performance reporting, systems evaluation and management accounting. Ms. Monti has instructed college level courses in accounting, cost control and marketing. Ms. Monti holds a B.S. in Accounting from Quinnipiac University, Hamden Connecticut and an M.B.A. from the University of New Haven also in Connecticut. She has achieved the professional designation of Certified Management Accountant (CMA).

Education