Maine Bank & Trust
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Maine Bank & Trust Employees
Sea Smoke BBQ 2011 - 2012
Empire Dine and Dance May 2009 - November 2009
Wild Oats Markets January 2001 - April 2002
Maine Bank & Trust July 2000 - January 2001
Skills
Restaurants, Management, Microsoft Word, Customer Service, Retail, Catering
Education
Southern New Hampshire University
Undergraduate, currently attending, Bachelors of Environmental Science
Southern New Hampshire University
Bachelors of environmental science, Currently enrolled as undergraduate
The Bank of Maine June 2007 - Present
Maine Bank & Trust March 1995 - June 2007
Skills
Banking, Loans, Strategic Planning, Commercial Lending, Portfolio Management, Commercial Banking, Credit Analysis, Retail Banking, Credit, Loan Origination, Small Business Lending, Consumer Lending, Mortgage Banking, Cross Selling
Education
The University of Texas at Austin 1976 — 1980
BBA, Finance
Harpswell Capital Advisors July 2013 - Present
HeadInvest, LLC September 2010 - June 2013
Spinnaker Trust July 2007 - July 2010
Maine Bank & Trust July 2001 - July 2007
Skills
Portfolio Management, Investments, Wealth Management, Equities, Banking, Financial Analysis, Strategic Financial..., Microsoft Office, Suntrust Charlotte, Metavante, Axys, Asset Managment, Bonds, Series 7, Mutual Funds, Securities, Options, Loans, Bloomberg, Trading, Investment Management, Pershing, Alternative Investments, Start-ups, Operations Management, Series 65, Asset Management
Education
Rochester Institute of Technology 2000 — 2002
Computer Engineering
Greely High School 1996 — 2000
Natural Capital Investment Fund September 2014 - Present
Asheville Savings Bank August 2012 - August 2014
TD Bank Group October 2010 - August 2012
Maine Bank & Trust April 2007 - February 2010
Maine Bank & Trust April 2007 - February 2009
Camden National Corporation 2004 - 2007
Skills
Loans, Credit, Small Business Lending, Business Development, Underwriting, Relationship Management, Cash Management, Management, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Asset Based Lending, Mortgage Lending, Retail Banking, Portfolio Management, Credit Risk, Lines Of Credit, SBA, Consumer Lending, Risk Management, Loan Origination, Refinance, Mortgage Banking, Commercial Mortgages, Construction Loans, USDA, Residential Mortgages, Insurance, Financial Risk, Mortgage Underwriting, Deposits, Strategic Financial..., Treasury Management, Investments, Cross Selling, Real Estate, Merchant Services, Mergers & Acquisitions, Commercial Finance, Finance, Middle Market, Cash Flow Lending, Home Equity Loans, Commercial Real Estate, Financial Services, Small Business, Financial Analysis, Financial Structuring, Leadership
Education
Colby College
Government
University of Maine
BA, Political Science
Lancaster University
Government
RMA 2014 — 2014
Certificate, Lending to Non Profit Organizations, Pass
Federal Jack's 2011 - Present
JJ Eatery Too 2011 - Present
Andy's Old Port Pub 2009 - Present
Norway Savings Bank November 2004 - Present
The Sea Dog Brewing Company 2010 - 2012
White Cap Lodge, Sunday River 2009 - 2012
GR DiMillo's 2010 - 2011
Maine Bank & Trust April 1995 - November 2004
Skills
Performing Artist, Guitarist/Vocalist, Banking, Portfolio Management, Singing, Loans, Credit, Microsoft Office, Commercial Lending, Retail Banking, Microsoft Word, Commercial Banking, Risk Management, Underwriting, Finance
Education
Wesleyan University 1976 — 1978
Post Graduate Studies, Ethnomusicology
University of New Haven 1974 — 1978
BA, World Music
Libertas Group January 2007 - September 2013
ING July 1999 - March 2003
PB Capital (BHF Bank) 1999 - 2001
Dexia Credit Local May 1997 - July 1999
Maine Bank & Trust May 1994 - May 1997
Skills
Recruiting
Education
NYU
University of Southern Maine
BA, History
Kennebunk Savings September 2015 - Present
Kennebunk Savings October 2013 - September 2015
Kennebunk Savings Bank September 2012 - September 2013
Kennebunk Savings Bank January 2010 - September 2012
Kennebunk Savings Bank 1998 - February 2010
Maine Bank & Trust 1997 - 1998
Maine Bank & Trust 1993 - 1996
Fleet Bank 1991 - 1993
Skills
Banking, Mortgage Lending, Loans, Team Building, Small Business Lending, Commercial Lending, Consumer Lending, Underwriting, Leadership, Loan Origination, Retail Banking, Commercial Banking, Commercial Mortgages, Credit Analysis, FHA, Financial Analysis, Credit, Lines Of Credit, SBA, Mortgage Banking, Risk Management
Education
Bates College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Portland's Choice Realty July 2013 - Present
Maine Bank & Trust 1995 - 2008
Fleet Bank 1991 - 1995
Skills
Real Estate Transactions, Real Estate Financing, Investment Properties, Real Estate, Sellers, Loans, Finance, Real Property, Selling, Banking, Sales, FHA, HUD, Listings, Vacation Homes
Education
Endicott College
HeadInvest October 2013 - Present
Local Excursion, LLC January 2011 - Present
Black Point Capital Management September 2012 - October 2013
Androscoggin Bank June 2009 - January 2012
Maine Bank & Trust September 2001 - June 2009
Skills
Wealth Accumulation..., Wealth Preservation..., Personal Financial..., Estate Administration, Trust Management, Legacy Giving, Planned Giving, Foundations, Philanthropy, Investments, Family Office, Coordination, Financial Education, Family Business, Succession Planning, Banking, Wealth Management, Mutual Funds, Asset Allocation, Commercial Lending, Trust Services, Wealth Management..., Small Business Lending, Investment Management, Retirement Planning
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance
Ellsworth High School 1992 — 1996
MSAD 75 January 2015 - Present
Public Health Partners, LLC July 2013 - September 2014
Maine Bank & Trust 2006 - 2008
Maine Bank & Trust October 2004 - October 2006
Skills
Banking, Microsoft Office, Fundraising, Consumer Lending, Loans, Volunteer Management, Management, Customer Service, Editing, Financial Services, Community Outreach, Program Development
Education
The George Washington University 1995 — 1999
Bachelor of Arts (B.A.), English
Holiday Inn By The Bay August 2012 - Present
DoubleTree by Hilton February 2010 - July 2012
Eastland Park Hotel August 2009 - February 2010
Maine Bank & Trust May 2009 - July 2009
Emery Waterhouse January 1998 - January 2009
KIPCO April 1994 - September 1997
Freemont Financial September 1991 - April 1994
Skills
Trade Shows, Sales, Hotels, Customer Service, Hospitality, Event Planning, Event Management, Leadership, Inventory Management, Marketing, Merchandising, Profit, Budgets, Hospitality Industry, Sales Management, Tourism, Team Building, Market Planning, Account Management, Time Management, Management, Hospitality Management, New Business Development, Food & Beverage, Forecasting, Retail, Customer Satisfaction, Training, Social Media, Marketing Strategy, Food, Pricing, Restaurants, Meeting Planning, Revenue Analysis, Direct Sales, Hiring, Contract Negotiation, Sales Operations, Social Media Marketing, Coaching, Negotiation, Public Relations, Resorts, Strategic Planning, Advertising, Customer Retention, Hotel Management, Corporate Events, Income Statement
Education
University of Maine 1985 — 1989
BA, Speech Communication
Caribou high school 1982 — 1985
People's United Bank January 2000 - Present
People's United Bank January 2000 - Present
People's United Bank 2000 - Present
Maine Bank & Trust January 2000 - June 2008
Skills
Customer Service, Management, Banking, Credit, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Risk Management, Credit Analysis, Commercial Lending, Portfolio Management, Small Business Lending, Financial Services, Credit Cards, Vendor Management, Call Centers, Financial Analysis, Relationship Management, Cross Selling, Microsoft Excel
Education
University of Maine 1992 — 1994
Medomak Valley High School 1988 — 1992
Group Dynamic, Inc. October 2007 - Present
C Port Credit Union July 2007 - October 2007
Maine Bank & Trust July 2004 - July 2007
Skills
Financial Metrics, Customer Service, Process Improvement, Employee Benefits, Insurance, Finance, Sales, Leadership, Account Management
Education
Arthur Gary School of Real Estate 2005 — 2005
Real Estate Appraisal
University of Maine 2000 — 2004
BS, Business Administration (Finance)
Kennebec Savings Bank August 2006 - Present
Maine Bank & Trust June 2005 - August 2006
Skills
Building Relationships, Relationship Management, Goal Oriented, Commercial Lending, Commercial Mortgages, Portfolio Management
Education
University of Maine 1985 — 1989
Bachelor's degree, Marketing and Finanace
Winthrop High School 1981 — 1985
High School Diploma
Vigilant Capital Management, LLC August 2013 - Present
HeadInvest April 2001 - August 2013
Gouws Capital Management November 1998 - April 2001
Maine Bank & Trust May 1991 - November 1998
Maine National Bank May 1986 - May 1991
Skills
Management, Series 65, Microsoft Office, 27 years experience -..., Investments, Portfolio Management, CRM, Wealth Management..., Wealth, Nonprofits, High Net Worth..., Insurance, Financial Analysis, Risk Management, Banking, Financial Reporting, Accounting, Auditing, Mutual Funds, Analysis, Access, Business Analysis, Alternative Investments
Education
Casco Bay College 1985 — 1987
Associate of Science (AS), Computer Information Systems
University of Southern Maine 1984 — 1985
Accounting
South Portland High School
Maine Bank & Trust June 2005 - December 2011
Skills
Finance, Estate Planning, Asset Allocation, Wealth Management, Leadership
Education
Boston University Questrom School of Business 1993 — 1995
MBA
Middlebury College 1974 — 1978
BA, Economics and Spanish - double
Harvard University Credit Union October 2000 - Present
Harvard University Employees Credit Union April 1999 - October 2000
Maine Bank & Trust August 1991 - December 1994
Skills
Microsoft Excel, Conflict Resolution, Leadership Development, Coaching, Organizational..., Event Planning, Nonprofits, Team Building, Non-profits, Public Speaking, Sales, Training, Fundraising, Strategic Planning, Employee Relations, Leadership, Management, Customer Service, Social Media, Microsoft Word, Credit, Program Management, Banking
Education
Husson College