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Kozak named Community Development Officer

Monday, January 20, 2014

North Adams, MA – MountainOne Bank is pleased to announce the promotion of Kelli Kozak to the new position of Assistant Vice President – Community Development Officer

Kozak will be MountainOne’s primary contact for community development lending, investments, and services as defined by the Community Reinvestment Act.  She joins MountainOne Senior Vice President, Senior Risk Management & CRA Officer Lynne Carlotto as Co-Chair of the Bank’s CRA Committee.  In addition to leading the CRA Committee, Kozak will continue to administer the community allocations and contributions process.

MountainOne President & CEO Thomas Leavitt noted, “I look forward to seeing Kelli expand her responsibilities at MountainOne.  Kelli has been a vital resource to our management team and board for years.  She knows our served markets and has earned this important assignment at the forefront of our commitment to all MountainOne communities.  I am confident that we will see some terrific new direction emerging under her care.”

Kozak brings more than seven years of MountainOne contributions to this appointment.  For over six years, she has served in her current functions as Executive Administrator and Corporate Clerk.  Prior to that, she was a member of the Marketing team.  She had additional career experience with Storey Publishing and Legacy Banks.  She has been a participant in the Northern Berkshire Relay for Life and served on the boards of both the Berkshire Food Project and the Williamstown Community Pre-School. She has been named to the 2014 Northern Berkshire United Way Campaign Allocations Committee. Kozak earned a B.A. in History and American Studies from Skidmore College.  A Berkshire County native, she and her family reside in Pittsfield.

MountainOne Financial is a mutual holding company headquartered in North Adams, MA. MountainOne Bank is a subsidiary of MountainOne Financial, and includes the following divisions: Williamstown Savings Bank; South Coastal Bank; Coakley, Pierpan, Dolan & Collins Insurance; Stevenson & Co. Insurance, True North Insurance, and True North Financial. Originally founded in 1848, MountainOne Bank and its banking divisions have assets of over $800 million and provide a broad range of banking services for personal and business customers. MountainOne Bank has full service offices in North Adams and Pittsfield. Williamstown Savings Bank has a full service office in Williamstown and a Mortgage Center in Bennington, VT. South Coastal Bank has full service offices in Rockland, Scituate and Quincy, as well as a Mortgage Center in Danvers. Coakley, Pierpan, Dolan & Collins (CPDC) and Stevenson & Co. offer property and liability insurance to businesses and individuals. CPDC serves customers through offices in North Adams, Adams, Williamstown, and Pittsfield.  Stevenson & Co. serves customers through an office in Pittsfield. True North Insurance Agency provides group health, life, and disability insurance through offices in North Adams, Williamstown, and Pittsfield.  True North Financial has offices in North Adams, Williamstown and Pittsfield and its financial professionals offer Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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HOLIDAY NOTICE: In observance of Juneteenth National Independence Day, all MountainOne offices will be closed Wednesday, June 19. As always, our Digital Banking services are available 24 hours a day.