Simsbury Bank
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Simsbury Bank Employees
Standard parking February 2014 - Present
360 federal credit union July 2013 - April 2014
Simsbury Bank September 2011 - March 2013
Citizens Bank 2009 - 2011
Skills
Banking, Notary Public, Deposits, Retail Banking, Cross Selling, Branch Banking, Small Business Lending, Management
Education
Post University 2008 — 2013
Bachelor of accounting, Accounting
post university
Bachelor's degree, Accounting
First World Mortgage Corporation January 2014 - Present
Mortgage Services III, LLC December 2012 - November 2013
Simsbury Bank May 2012 - December 2012
American Eagle Federal Credit Union March 2008 - May 2012
MortgageIT August 2005 - February 2008
COUNTRYWIDE HOME LOANS March 1996 - August 2005
Shawmut Bank March 1994 - March 1995
Attorney Larry Levesque September 1990 - September 1993
Skills
Loans, Closings, Post Closing, Residential Mortgages, Refinance, First Time Home Buyers, Retail Banking, Consumer Lending, Credit Analysis, FHA financing, VA loans, Real Estate Financing, Loan Origination, USDA, Real Estate, Home Equity Loans, Home Equity Lines of..., Non-Conforming, Loan Modifications, RESPA, Title Insurance, Real Estate Transactions, HomePath, Referrals, Escrow, Loan Closings, Funding, Lines Of Credit, Notary Public, Down Payment Assistance, Loan Documents
Education
Fox Institute of Business-West Hartford 1988 — 1990
Associate's degree, Legal Assistant/Paralegal
Simsbury Bank October 2004 - Present
Cigna Bank November 2000 - May 2003
Fleet Development Ventures / Fleet CDC July 1997 - November 2000
Fleet Bank 1984 - 1997
Skills
Banking, Loans, Strategic Planning, Commercial Lending, Portfolio Management, Financial Analysis, Credit, Small Business Lending, Executive Management, Commercial Mortgages, Mortgage Lending, Commercial Banking, Finance, Due Diligence, Underwriting, Cash Management, Consumer Lending, Mortgage Banking, Investments, Asset Based Lending, Management Consulting, Mergers & Acquisitions, Team Building, Budgets, Credit Analysis, Risk Management, Retail Banking, Financial Services, Financial Institutions, Mergers, Leadership, Wealth Management, Refinance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance & Economics
Johns Hopkins University 1974 — 1978
BA, German
Phillips Exeter Academy 1970 — 1974
Diploma, all
Simsbury Bank May 2014 - Present
Simsbury Bank September 2009 - May 2013
Simsbury Bank July 2008 - September 2009
The First National Bank of Litchfield April 2004 - July 2008
Wells Fargo (Wachovia) September 2000 - April 2004
Skills
Loans, Finance, Mortgage Lending, Banking, Credit, Investments, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis
Education
CBA Connecticut School of Finance and Management 2011 — 2013
Sacred Heart University
Connecticut Housing Investment Fund, Inc. February 2015 - Present
Robert Half Management Resources October 2014 - February 2015
United Bank November 2012 - August 2014
New England Bank (Enfield Savings Bank) January 2008 - November 2012
Simsbury Bank September 1997 - January 2008
The Bank of New Haven September 1996 - September 1997
Northeast Savings September 1987 - March 1996
Skills
Financial Analysis, SEC filings, Banking, GAAP, Revenue Recognition, FASB, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Cash Management, Internal Controls, SOX 404, Financial Reporting, Financial Statements, General Ledger, Auditing, SEC Filings, Accounting
Education
University of Hartford 1989 — 1993
Master of Science (M.S.), Taxation
Bentley College 1982 — 1986
Bachelor of Science (B.S.), Accounting
First Niagara Bank December 2009 - Present
Simsbury Bank 2009 - 2009
Wachovia Bank, N. A. 2003 - 2008
People's United Bank 1999 - 2003
First National International Bank 1996 - 1999
Creditanstalt 1994 - 1996
Fleet Bank 1991 - 1994
Fleet Bank, N.A. 1991 - 1994
Skills
Banking, Cash Management, Finance, Loans, Mergers & Acquisitions, Strategic Planning, Financial Services, Capital Markets, Commercial Banking, Credit, Real Estate, Structured Finance, Due Diligence, Commercial Lending, Business Valuation, Credit Analysis, Cash Flow, Financial Analysis
Education
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Management
Central Connecticut State University 1982 — 1986
Bachelor's Degree, Accounting
Woodrow Wilson High School
Simsbury Bank October 2013 - Present
Gilly Hicks 2010 - 2011
Camp Chase May 2010 - August 2010
Peaberry’s Café February 2007 - March 2008
Skills
Microsoft Word, Microsoft Excel, Customer Service, Community Outreach
Education
Georgia State University - Andrew Young School of Policy Studies 2015 — 2017
Public Policy Analysis
Hampton University 2008 — 2012
Bachelor's degree, Political Science and Government, 2.8
Simsbury High School 2004 — 2008
High School Diploma, 3.0
Simsbury Bank December 2014 - Present
Bank of America Home Loans March 2011 - December 2014
Bank of America October 2010 - March 2011
CVS Caremark Corporation February 2009 - December 2009
Team One Mortgage December 2006 - August 2008
Masello Salon Services August 2003 - August 2006
Skills
Credit, Customer Service, Excel, Outlook, Word, Banking, Financial Analysis, Marketing, Microsoft Excel, Microsoft Word, Mortgage Lending, Sales, Credit Analysis, Sales Operations, Sales Management
Education
Community College of Rhode Island 2010 — 2014
Radiology
Rhode Island College 2009 — 2009
Business Management
Johnson & Wales University 2005 — 2009
Associate, Marketing
East Greenwich High School
Public Consulting Group December 2013 - Present
Public Consulting Group December 2012 - December 2013
Mathnasium of West Hartford May 2012 - December 2012
The Prudential Insurance Company of America, Newark, NJ September 2010 - October 2012
Simsbury Bank July 2010 - September 2010
Diagnostic Devices Inc May 2009 - August 2009
Skills
Sales, Finance, Personal Finance, Marketing, Entrepreneurship, Mathematics, Mathematical Statistics, Applied Mathematics, Microsoft Excel, Microsoft Access, Microsoft Office, Java, Matlab, Applied Business..., Economics, Accounting, Microsoft Word
Education
University of Southern California 2007 — 2010
Bachelor of Arts, Applied and Computational Mathematics, Minor in Mathematical Finance
Simsbury High School 2003 — 2007
High School, Comprehensive
Village Mortgage Company November 2014 - Present
Simsbury Bank May 2013 - November 2014
NE Moves Mortgage January 2012 - May 2013
Mortgage Master September 2010 - January 2012
EverBank June 2004 - September 2010
Mortgage Lenders Network May 2003 - June 2004
Crescent Mortgage December 1996 - May 2003
First New Hampshire Mortgage April 1994 - December 1996
Shawmut Mortgage June 1988 - April 1994
Skills
Sales Management, Product Development, Conforming, FHA, Mortgage Banking, Underwriting, Secondary Marketing, Secondary Market, Refinance, Loan Origination, Residential Mortgages, Mortgage Lending, Loans, Credit, Finance, Marketing, Banking, USDA, VA loans, FHA financing, Mortgage Underwriting, Home Equity Loans, Government Loans, Mortgage Marketing, Real Estate Financing, Credit Analysis, Reverse Mortgages, Construction Loans, Certified Mortgage..., Mortgage Servicing, Referrals, Consumer Lending, Wholesale Lending, Commercial Lending, Home Equity Lines of..., Rates, Loss Mitigation, First Time Home Buyers, Investors, Investment Properties, Non-Conforming, FNMA, Real Estate Economics, Loan Servicing, Real Estate, Sales, Management, Residential Homes, Executive Management
Education
Central Connecticut State University 1988 — 1994
Finance
Post University 1984 — 1986
Associates Degree, Business
Simsbury Bank July 2015 - Present
Union College June 2014 - August 2014
The Gioi Publishers September 2013 - December 2013
Camp Sunrise July 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Statistics, Facebook, Matlab, Credit Analysis, Economics, Financial Analysis, Access, Research, Time Management, Teamwork
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.1 GPA
Glastonbury High School 2007 — 2011
Diploma, 3.83 GPA
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - Present
Simsbury Bank October 2013 - August 2014
Patriot National Bank January 2011 - September 2013
Beechwood Properties, LLC July 2008 - December 2011
Aegis Mortgage August 2003 - June 2007
Sovereign Bank April 2002 - August 2003
GreenPoint Mortgage 1994 - 2002
GreenPoint Bank 1994 - 1995
BNY Mellon 1993 - 1994
Citi Mortgage 1983 - 1993
Skills
Real Estate, Sales Management, Strategic Planning, Income Statement, Property Management, Coaching, Recruiting, Project Management, Mortgage Lending, Loans, Mortgage Banking, Investment Properties, FHA, Start-ups, Underwriting, Credit, Loan Origination, Banking, Commercial Lending, Credit Analysis, Leadership, Sales, Finance, Portfolio Management, Commercial Mortgages, Consumer Lending, Customer Satisfaction, VA loans, FHA financing, Relationship Management, Residential Mortgages, Executive Management, Negotiation, P, VA Loans, FHA Financing
Education
Providence College 1977 — 1981
BS, Finance
Fairfield Prep 1973 — 1977
College Prep
The Unquowa School
Windsor Federal Savings and Loan July 2015 - Present
Simsbury Bank October 2013 - July 2015
Connecticut River Bank, N.A. July 2011 - October 2013
Connecticut River Bank, N.A. September 2009 - July 2011
Bank of America January 2009 - September 2009
Webster Bank February 2008 - January 2009
Skills
Credit Analysis, Risk Analysis, Critical Thinking, Accounting, Time Management, Problem Solving, Project Management, Strategic Planning, Finance, Retail Banking, Commercial Banking, Audio Engineering, Sound Mixing, Music Production, Communication, Microsoft Excel, Access, General Ledger, Consumer Lending, Banking, Deposits, Commercial Lending, Small Business Lending, Financial Analysis, Financial Statement..., Analysis, Risk Management, Credit Risk, Underwriting, Credit, Loans, Asset Based Lending
Education
Granite State College 2013 — 2015
Master’s Degree, Project Management
Granite State College 2011 — 2012
Bachelor’s Degree, Business Administration
SAE Institute of Technology 2006 — 2007
Associate’s Degree, Audio Engineering
The University of Connecticut 1998 — 2001
Bachelor's degree, Accounting
Simsbury Bank January 2015 - Present
Webster Bank September 2012 - December 2014
Acura of Avon June 2011 - May 2012
Nutmeg State Federal Credit Union March 2010 - March 2011
Webster Bank May 2008 - March 2010
Carter Chevrolet and Mazda of Manchester April 2004 - September 2009
Skills
Sales, Microsoft Office, Microsoft Excel, Customer Service, Banking, Customer Retention, Customer Satisfaction, Sales Process, Sales Management, Cash Management, Team Building, Business Development, Direct Sales, Loans, Mortgage Lending, Consumer Lending, Retail Banking, Finance
Education
Eastern Connecticut State University 2004 — 2008
BA, Communication
Eastern Connecticut State University
Mass Communication/Media Studies
Simsbury Bank January 2015 - Present
Bank of America August 2013 - December 2014
Carnegie Abbey Private Estates August 2012 - May 2013
Residential Properties Ltd. 2001 - August 2012
Rhode Island Hospitality Association February 2012 - March 2012
Ethan Zamp Corp. September 1997 - March 2001
Skills
Problem Solving, Microsoft Word, Contract Negotiation, People Skills, Marketing Strategy, Food, Event Planning, Event Management, Sales, Residential Homes, Property, Mortgage Lending, Single Family Homes, Luxury, Vacation Homes, FHA, Investment Properties, Management
Education
Rhode Island College 1993 — 1995
Bachelor of Science (BS), Psychology
Wheeler School 1984 — 1991
Thomas Hooker Brewing Co. September 2015 - Present
Simsbury Bank April 2010 - February 2015
Simsbury Bank April 2010 - February 2015
TD February 2008 - February 2010
Advanced Hearing Solutions April 2005 - October 2007
Ned Smith Construction 2002 - 2003
Fleet Bank 2001 - 2002
Skills
Electronic Payments, Credit, Internet Banking, Banking, Credit Analysis, Loans, Consumer Lending, Commercial Lending, Management, Retail Banking, Commercial Banking, Financial Analysis, Strategic Planning, Risk Management, Finance, Mortgage Banking
Education
Connecticut School of Finance and Management 2013 — 2015
Certificate, Bank Management
Manchester Community College 2002 — 2005
Business Administration and Management, General, 3.6
Erie Community College 1998 — 2001
Business Administration, Management and Operations
The Hartford September 2013 - Present
Simsbury Bank September 2009 - January 2013
The Hartford 2013 - 2013
The Hartford 1999 - 2009
Hartford Life 1998 - 2009
CIGNA 1990 - 1998
Skills
Finance, Financial Analysis, Hyperion Enterprise, Financial Reporting, Loans, Sarbanes-Oxley Act, SEC filings, Internal Controls, Cash Management, Sarbanes-Oxley, General Ledger, Financial Statements, Variance Analysis, Account Reconciliation, GAAP, SEC Filings, Management, Process Improvement, Insurance
Education
Bryant University 1982 — 1986
BS, Accounting
Simsbury Bank September 2005 - Present
Bank of America August 1987 - September 2005
Skills
Credit, Mortgage Lending, Banking, Consumer Lending, Loans, Customer Service, Mortgage Banking, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending
Education
Northwestern Connecticut Community College 1977 — 1979
Sign Language Interpretation and Translation
Chelsea Groton Bank July 2013 - Present
Simsbury Bank October 2009 - July 2013
Webster Bank July 2000 - October 2009
Concentrex 1996 - 2000
Centerbank Mortgage 1995 - 1996
Fleet Bank 1988 - 1995
Ernst & Young 1982 - 1988
Skills
Finance, Loans, Mortgage Lending, Banking, Credit, Credit Analysis, Underwriting, Mortgage Banking, Loan Origination, Credit Risk, Consumer Lending, Portfolio Management, Residential Mortgages, Financial Analysis, Financial Services, Leadership
Education
The University of Connecticut 1978 — 1982
BS
State of Connecticut CPA Certification 1986 — 1986
CPA
Mortgage Bankers Association of America 1988 — 1990
2 Year Study
Ridgefield High School 1974 — 1978
Transcend Wireless June 2014 - Present
Pinnacle Wireless. a Unitek Global Services Company f/k/a Nexlink Global Services, Inc. September 2013 - May 2014
Ricoh USA January 2013 - September 2013
Simsbury Bank June 2011 - January 2013
Accountemps 2010 - 2012
Textron Financial - Robert Half International May 2010 - April 2011
The Pampered Chef August 2003 - October 2008
USI Consulting Group September 1999 - January 2003
Blue Circle Cement 1991 - 1999
Skills
Financial Analysis, Customer Service, Loans, Microsoft Excel, Loan Servicing, Payroll, Microsoft Office, Forecasting, Commercial Banking, Microsoft Word, 401k, PowerPoint, Logistics, Financial Modeling, Invoicing, Distribution Center..., Lotus Notes, Contract Management, Purchase Orders, Consumer Mortgages, Budget Reconciliation, Administrative..., Home Equity Loans, Oracle Forms, Oracle R12 Financials, customer billing, Loan Modifications, Budget Monitoring, sitehandler, Citrix
Education
University of Central Florida - College of Business Administration 1989 — 1991
Bachelors, Finance
State College of Florida-Manatee-Sarasota 1986 — 1989
Associates, Business
Riverview High School 1983 — 1986
Kennesaw State University - Michael J. Coles College of Business
MBA
Cornerstone Real Estate Advisers July 2013 - Present
Simsbury Bank May 2011 - June 2013
Fiondella, Milone & LaSaracina, LLP January 2007 - April 2010
Peters Auto Sales August 2001 - December 2006
Skills
GAAP, Financial Analysis, Auditing, Financial Reporting, Internal Controls, General Ledger, QuickBooks, Financial Accounting, Sarbanes-Oxley, Tax Preparation, Income Tax, Bookkeeping, Microsoft Office, Corporate Tax, SEC filings, Cash Management, Revenue Recognition, Tax Accounting, Cash Flow, Variance Analysis, Fixed Assets, Financial Statements, Account Reconciliation
Education
University of Connecticut 2006 — 2008
MS, Accounting
Southern New Hampshire University 2002 — 2006
BS, Accounting
Simsbury Bank September 2013 - Present
REMN - Real Estate Mortgage Network December 2011 - September 2013
Countrywide Mortgage 2008 - December 2011
Wachovia Mortgage February 2008 - September 2008
Webster October 2007 - February 2008
National City Home Equity March 2005 - October 2007
M&T Bank June 1997 - February 2005
Skills
Mortgage Lending, Wholesale, New Business Development, Mortgage Banking, Retail, Loans, VA loans, FHA financing, Loan Origination, Credit, Residential Mortgages, Refinance, Credit Analysis, Mortgage Underwriting, Home Equity Loans, Home Equity Lines of..., FHA
Education
Eastern Connecticut State University 1987 — 1991
BA, Economics
Simsbury Bank February 2014 - Present
The Hartford 2012 - 2013
MassMutual Financial Group 2011 - 2012
Phoenix Life Insurance Company 2007 - 2009
Structural Graphics 2004 - 2007
Mintz & Hoke 2002 - 2004
RR Donnelley 1998 - 2001
Seton Identification Products 1995 - 1998
CIGNA 1989 - 1995
Security Connecticut Life Insurance Company 1984 - 1989
Skills
Marketing Communications, Direct Mail, Marketing, Project Management, Vendor Management, Advertising, Marketing Strategy, Digital Marketing, Marketing Management, Account Management, Direct Marketing, Integrated Marketing, Social Media Marketing, Product Marketing, Management, Program Management, Sales, Budgets, Project Planning, Business Analysis, Contract Negotiation, Market Research, Business Planning, Online Marketing, Brand Management, Insurance, Business Process..., Social Networking
Education
Post University 2009 — 2012
Master of Business Administration (MBA), Summa Cum Laude
Central Connecticut State University
BS, Business Administration/Marketing
Simsbury Bank April 2015 - Present
Rhode Island National Guard November 2012 - Present
Skills
Leadership, Loans, Military, FHA, Mortgage Lending, Management, Security Clearance, Investment Properties, Operational Planning, Refinance, Sales, Finance, Military Operations, Loan Origination, Sales Management, VA Loans, Training, Program Management, Mortgage Banking, Real Estate Financing, Project Management, Banking, First Time Home Buyers, Team Building, Residential Mortgages, Construction Loans, Fitness Instruction, Government Loans, Real Estate Lending, Employee Training, Real Estate, Customer Service
Education
Providence College 2014 — 2016
Bachelor's Degree, History
Bishop Hendricken 1984 — 1988
High School
Simsbury Bank December 2014 - Present
Bank of America December 2009 - December 2014
Freedom Mortgage January 2009 - December 2009
Wells Fargo Home Mortgage September 2006 - January 2009
Skills
FHA financing, Conforming, Government Loans, VA loans, Non-Conforming, Rehab Loans, Conventional, Home Equity Loans, FHA, Mortgage Banking, Loans, Refinance, Loan Origination, USDA, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Credit, Real Estate Financing, Underwriting, FHA Financing, VA Loans
Education
Johnston Senior High School 1980 — 1984
1984
Rhode Island College
First Niagara Private Client Services May 2011 - Present
The First National Bank of Litchfiled July 2007 - May 2011
Simsbury Bank 1999 - 2007
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Mortgage Lending, Private Banking, Wealth Management, Risk Management, Loans, Cash Management, Wealth, Investment Management, Wealth Management..., Credit Analysis, Lines Of Credit, Commercial Mortgages, Small Business Lending, Consumer Lending
Education
Bryant College
Simsbury Bank August 2013 - Present
Florida Shores Bank March 2009 - August 2013
Riverside Bank of Central Florida August 2003 - March 2009
Riverside National Bank January 2003 - January 2009
Ocwen Financial Solutions March 2001 - December 2002
Webster Bank June 1988 - March 2001
Skills
Finance, Banking, Commercial Banking, Analysis, Strategic Financial..., Financial Analysis, Commercial Lending, Financial Planning
Education
Quinnipiac University - School of Business 1991 — 1993
MBA, Finance
Central Connecticut State University 1984 — 1988
BS Accounting
Chelsea Groton Bank July 2015 - Present
Simsbury Bank June 2013 - January 2015
John Hancock Financial Services January 2013 - June 2013
ISGN June 2010 - June 2011
Bank of America August 2008 - April 2009
American Home Mortgage January 2002 - August 2008
Vinson Real Estate May 1988 - June 2001
Bob Cunningham Realtors April 1986 - March 1988
Skills
Credit, New Business Development, Loans, Mortgage Lending, Residential Mortgages, FHA, Financial Analysis, First Time Home Buyers, Sellers, Finance, Mortgage Banking, Real Estate, Residential Homes, Sales, Single Family Homes, Short Sales, Investment Properties, Real Estate Transactions, Condos, Loan Origination, Refinance, Investors
Education
University of South Florida 1982 — 1983
BS, Finance
Saint Leo University 1979 — 1981
Business
Simsbury Bank January 2008 - Present
Bank of America; Fleet Bank; Shawmut 1977 - 2005
Fleet Financial Group 1977 - 2005
Education
Stony Brook University 1966 — 1968
BA, History
Simsbury Bank 2013 - Present
Connecticut Center for Entrepreneurship & Innovation January 2012 - Present
Connecticut Business & Industry Association September 2010 - December 2011
Skills
Financial Analysis, Financial Modeling, Planning Budgeting &..., Business Analysis, Project Management, Operations Management, Market Research, Economic Research, Economic Development, Feasibility Studies, Business Planning, International Business, Team Building, Leadership, Stata, R, SPSS, SAS, Public Speaking, Public Policy, Marketing Strategy, Research Design, Survey Research, Quantitative Analytics
Education
The University of Connecticut
Master's degree, Economics & Master's in Public Administration
The University of Connecticut
Bachelor of Arts (BA), Economics
Simsbury Bank October 2014 - Present
Bank of America December 2009 - September 2014
Wells Fargo Home Mortgage 2005 - 2010
Wells Fargo Home Mortgage 2005 - 2010
Skills
Mortgage Lending, Loan Origination, Refinance, Loans, Mortgage Banking, Credit, VA loans, Credit Analysis, FHA, FHA financing, Residential Mortgages
Education
Providence College 1977 — 1981
Bachelor of Science (B.S.), Finance, General
Simsbury Bank September 2011 - Present
Simsbury Bank 2011 - 2014
Simsbury Bank 2011 - 2014
McCue Mortgage January 2007 - September 2011
Countrywide Home Loans 1997 - 2000
Washington Mutual 1992 - 1996
Skills
Lines Of Credit, Underwriting, Mortgage Lending, FHA, Loans, Banking, Real Estate, First Time Home Buyers, Residential Mortgages, Mortgage Banking, Credit Analysis, Commercial Lending, Credit, Loan Origination, Consumer Lending, Refinance, VA loans, FHA financing, Government Loans
Education
Post University
Finance
Simsbury Bank August 2011 - Present
Ward Kilduff Mortgage, LLC June 2009 - August 2011
Gateway Home Loans May 2005 - June 2009
Skills
FHA, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, FHA financing, Refinance, Residential Mortgages, USDA, FHA Financing
Education
The University of Connecticut School of Business 2001 — 2005
BS, Finance
A Better Today Recovery Services, LLC May 2012 - Present
Hilton Cabinets October 2011 - May 2012
Gene F. Prentiss & Co. CPA December 2010 - April 2011
Bartlett Brainard Eacott February 2008 - January 2010
Barry Cone's Heating & A/C April 2007 - February 2008
Simsbury Bank October 2006 - April 2007
J. A Kolva, Inc. April 2006 - October 2006
Mid Penn Bank October 2005 - April 2006
Sovereign Bank May 2003 - October 2005
Simsbury Bank May 2002 - May 2003
Skills
Payroll, General Ledger, QuickBooks, Accounting, Account Reconciliation, Invoicing, Auditing, Outlook, Customer Service, Tax, Banking, Analysis, Benefits Administration, Recruiting, Balance
Education
Western International University 2012 — 2014
Bachelor of Science (BS), Accounting and Business/Management
Post University 2011 — 2012
Bachelor's, Accounting
Tunxis Community College 2010 — 2011
Associate's, Business - Accounting Option
Messiah College 2001 — 2004
Family and Consumer Sciences Education
Simsbury Bank November 2012 - Present
UnitedHealthCare May 2008 - November 2011
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley, QuickBooks, Revenue Recognition
Education
University of Hartford 1994 — 1998
Bachelor of Science (BS), Accounting
Simsbury Bank January 2011 - Present
Webster Bank October 1993 - January 2011
Skills
Mortgage Lending, Credit, Loans, Loan Servicing, Banking, Consumer Lending, Mortgage Banking, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Refinance
Education
The University of Connecticut 2004 — 2009
Bachelor's of General Science, Law and Society
Home Mortgage Services, LLC August 2014 - Present
Bank of England/ENG Lending October 2012 - July 2014
Emery Financial Services, A subsidiary of Emery Federal Credit Union July 2012 - October 2012
Simsbury Bank March 2012 - July 2012
JPMorgan Chase December 2011 - March 2012
Home Mortgage Services, LLC February 1993 - December 2011
A. J. Meyers, Jr. DBA Financial Services Corp. February 1989 - February 1993
Skills
Mortgage Lending, Retirement Planning, Mortgage Banking, Refinance, FHA, Credit, Loan Origination, Residential Mortgages, Loans, FHA financing, Commercial Lending, Underwriting, USDA, Credit Analysis, Reverse Mortgages
Education
University of Connecticut 1979 — 1983
Bachelor's degree, Economics
Self-employed October 1988 - Present
Cigna May 1981 - June 1988
Simsbury Bank March 1974 - April 1981
Skills
Construction, Construction Management, Renovation, Contractors, Contract Negotiation, Carpentry, Strategic Planning, New Business Development, Negotiation
Education
Asnuntuck Community College 1982 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
The Gilbert School 1963 — 1967
Simsbury Bank March 2015 - Present
Bank of America April 2000 - October 2014
Bank of America December 1981 - October 2014
Bank of America 1981 - 2014
Bank of America January 1999 - April 2000
Bank of America March 1997 - January 1999
Bank of America May 1990 - March 1997
Bank of America February 1984 - May 1990
Bank of America December 1981 - February 1984
Skills
Banking
Education
Manchester Community College