On the Balance Sheet®

"Perfect Time To IPO" with JP Lapointe of Needham Bank (MA)


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In this episode, the guys are joined by JP Lapointe, Chief Financial Officer of Needham Bank ($5B institution in the Boston metropolitan area), and DCG colleague Jeff Reynolds. The four dig into JP’s career progression from Wolf and Company to Northeast Bank to his current role at Needham. JP also expands on the nuances of working for a "specialty asset" business, why banking cannabis is not for the "faint of heart," Needham’s recent IPO and the "perfect time to go public," and why their customers have direct access to the CEO's personal cell phone.

For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

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On the Balance Sheet®By Darling Consulting Group

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