BayBank Company
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BayBank Employees
baybank May 2015 - Present
Wells Fargo May 2011 - May 2015
Wells Fargo February 2003 - February 2011
Pizza Hut 1996 - 2002
US Army January 1993 - February 1996
Skills
strong leadership skills, confident, patient and..., Credit, Loans, Sales, Sales Management, Banking, Customer Service, Account Management, Cold Calling, Team Building, Consumer Lending, Customer Satisfaction, Retail, Retail Banking, Management, Risk Management, Leadership, Business Strategy, Selling, Coaching, Marketing, Training
Education
Lake Superior State University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay de Noc Community College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Escanaba High School 1989 — 1992
High School Diploma, General
Cambridge Trust Company April 2015 - Present
Rockland Trust September 2013 - March 2015
Rockland Trust April 2000 - September 2013
Rockland Trust July 1996 - April 2000
BayBank July 1986 - July 1996
Skills
Financial Analysis, Banking, Risk Management, Cash Management, Finance
Education
Boston University 2000 — 2001
Master of Business Administration (MBA)
Cork Institute of Technology 1983 — 1986
Business Studies (Accounting)
LIMRA January 2014 - Present
Ricoh USA March 2013 - December 2013
Ricoh Americas Corporation August 2010 - November 2012
Clarion Hotel & Conference Center December 2007 - December 2009
IKON Office Solutions September 2006 - January 2008
Holiday Inn January 1991 - January 2006
BayBank January 1988 - January 1991
Skills
Accounts Payable, Accounts Receivable, Payroll, Accounting, General Ledger, ADP Payroll, Account Reconciliation, Invoicing, Financial Reporting, Forecasting, Outlook, Finance, Customer Service, Banking, Billing Process, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Sarbanes-Oxley Act, Hospitality, Dunn & Bradstreet, Analysis
Education
Capital Community College 2010 — 2013
Associate's degree, Accounting
BankGloucester July 2014 - Present
Massachusetts Growth Capital Corp. January 2010 - June 2014
TD Bank September 2009 - August 2010
Ropes & Gray LLP October 1998 - February 2008
Peoples Heritage Bank (now TD Bank) 1995 - 1997
Fleet Bank 1994 - 1995
BayBank 1983 - 1994
Skills
Banking, Loans, Credit, Commercial Lending, Financial Analysis, Technical Assistance, Commercial Banking, Credit Analysis, Finance, Sales, Small Business Lending, Small Business, Business Development, Commercial Mortgages, Commercial Real Estate, Portfolio Management, Management, Mortgage Lending
Education
Boston University 1979 — 1982
BA, Sociology and Psychology
Stuart Country Day School 1976 — 1977
diploma, General
R. Piedmont & Associates January 2012 - Present
Celebree Learning Centers December 2013 - January 2015
Catalyst IT Services December 2012 - November 2013
Algeco Scotsman August 2008 - January 2012
Old Mutual Financial Network March 2006 - April 2008
Baltimore City Public Schools 2003 - 2005
Allfirst Bank June 2000 - August 2003
Williams Scotsman May 1995 - June 2000
Bank of America December 1988 - April 1995
BayBank June 1985 - December 1988
Skills
Strategic Planning, Financial Reporting, Financial Planning, Analysis, Accounting, Coaching, Team Building, Budgeting, Negotiation, Financial Analysis, Operations Management, Banking, Financial Modeling, Forecasting, Internal Controls, Mergers, Investments, Business Planning, Supply Chain Management, Process Improvement, Sales Management, Contract Negotiation, Public Speaking, Business Process..., Due Diligence, Business Strategy, Financial Management, Change Management, Management Consulting, Corporate Finance, SOX, Asset Management, Insurance, Administration, Portfolio Management, Inventory Management, PowerPoint, Account Management, Process Engineering, Research, Cash Management, ERP, Team Leadership, Service Orientation, Customer Relations, Problem Solving, Planning, Compliance, Real Estate, Data Modeling
Education
Boston University Questrom School of Business 1984 — 1988
MBA, Financial Services
Fordham University 1977 — 1981
BS, Business
ccbc
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company August 1996 - January 2013
BayBank November 1988 - August 1996
Skills
Investment Management, Portfolio Management, Securities Research, Mutual Fund Management
Education
Tufts University 1984 — 1988
Bachelor of Arts (BA), Economics
Boston University 1992 — 1996
Master of Business Administration (MBA), Finance, General
New Bedford Public Schools- September 2004 - Present
Hawthorn Medical Associates May 1995 - August 2003
BayBank November 1978 - January 1994
Skills
Microsoft Office, Research, Event Planning, Public Speaking, Outlook, Editing, Social Media, Non-profits, Administrative..., Data Entry, Higher Education, Nonprofits, Educational Technology, Curriculum Development, Grant Writing, E-Learning, Staff Development, Classroom Management, Tutoring, Curriculum Design, K-12, Literacy, Instructional Design, Social Networking, Distance Learning, Fundraising, Classroom, Training, Educational Leadership, Blogging, Differentiated..., Student Affairs, Special Education
Education
Newbury College 1994 — 1995
Paralegal Studies
Bristol Community College
Business Administration
Bay Path University July 2014 - Present
Bay Path University January 2004 - Present
Bay Path University January 2014 - July 2014
Fusion Cross-Media September 2011 - July 2014
MassMutual Financial Group 2002 - 2004
MassMutual Financial Group 1999 - 2002
MassMutual Financial Group 1996 - 1999
BayBank 1988 - 1996
Education
Bay Path University 2001 — 2002
Masters (Accelerated Program), Communication and Information Management, GPA 3.89
Bay Path University 2000 — 2001
Bachelor of Science (B.S.) (Accelerated Program), Business Management, GPA 3.98 - graduated summa cum laude
American Institute of Banking 1990 — 1993
General Banking Diploma, Banking
LeClairRyan March 2014 - March 2014
Tanz Studio Tati May 2003 - March 2012
The Timken Company October 2006 - May 2007
Ropes & Gray LLP September 1997 - February 1999
McDermott Will & Emery September 1996 - June 1997
BayBank August 1995 - June 1996
BayBank January 1994 - August 1995
Porter, Steel & Porter May 1992 - July 1993
Maxwell & Hutson August 1991 - May 1992
King, Walker, Lambe & Crabtree April 1990 - August 1991
Skills
Microsoft Office, Linux, Proofreading, Teaching, Westlaw, CaseMap, LiveNote, PACER, Litigation, Legal Writing, Legal Research, Trials, Legal Assistance, Microsoft Excel, Microsoft Word
Education
Boston University 2012 — 2012
Paralegal Certificate, Paralegal Studies, 4.0
Catholic University of America 1984 — 1987
Master of Fine Arts, Theater-Performance, 3.4
Mercy College 1982 — 1982
Paralegal Certificate, Paralegal Studies, 3.5
Connecticut College 1978 — 1982
BA, European History, 3.3
The Masters School 1974 — 1978
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
HP Vertica April 2014 - Present
Stratus Technologies July 2013 - April 2014
Carbonite June 2012 - June 2013
EMC March 2012 - June 2012
EMC June 2005 - March 2012
EMC April 2000 - June 2005
Digital/Compaq November 1997 - April 2000
Grant Thornton LLP November 1996 - November 1997
BayBank February 1995 - July 1996
Skills
Product Management, Program Management, Requirements Analysis, Replication, Cloud, Storage Virtualization, Disaster Recovery, Backup, Cloud Computing, Enterprise Software, Storage, Competitive Analysis, Data Center, VMware, Agile Methodologies, Software Development, Project Portfolio..., Enterprise Storage, Go-to-market Strategy, Strategy, SaaS, Management, Databases, Sales Enablement, Storage Area Networks, Pre-sales, NAS, Business Alliances, High Availability, Partner Management, Enterprise Architecture, Professional Services, EMC Storage, Storage Management, SAN, Demand Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Masters in Business Administration, MBA
Tufts University 1987 — 1991
BA, International Relations
The MathWorks November 2012 - April 2015
Client organizations December 2011 - November 2012
Avid Technology June 2004 - November 2011
Telefonica June 2000 - June 2004
Data General / EMC February 1997 - June 2000
Blue Cross Blue Shield of Massachusetts January 1994 - November 1996
BayBank September 1986 - December 1993
Skills
Executive Coaching, Leadership Development, Succession Planning, High-Potential..., Executive Management, Organizational Design, Organizational..., HR Business Partnering, Corporate Education..., Talent Management, Cross-functional Team..., Virtual Teams, Change Management, Mergers and Acquisitions, SuccessFactors, Taleo / Learn.com, Kenexa, PeopleSoft / SAP, Management Development, Strategic Partnerships, Talent Acquisition, Strategy, Mergers, Mergers & Acquisitions, Onboarding, Management, Personnel Management, Leadership, Training, Program Management
Education
Boston University
Ed. D., Leadership and Organization Development
American International College
MA, Human Resource Development
University of Massachusetts, Amherst
BA, Education
Bank of America April 2004 - Present
BayBank December 1977 - December 1995
Skills
Vendor Management, Strategic Sourcing, Risk Management, Banking, Process Improvement, Relationship Management, Credit, Sourcing, Six Sigma, Outsourcing, Management, Change Management, Financial Analysis, Supply Management, Portfolio Management, Cross-functional Team..., Negotiation, Business Process..., Credit Cards, Business Analysis
Education
Boston University - School of Management
BS
TD Bank October 2009 - Present
Royal Bank of Scotland October 2005 - October 2009
Silicon Valley Bank April 1999 - May 2005
BayBank 1980 - 1999
Skills
Commercial Banking, Treasury Management, Treasury Services, Portfolio Management, Credit, Credit Risk, Risk Management, Financial Analysis, Internet Banking, Credit Analysis, Loans, Investments, Asset Based Lending, FX Options, Financial Risk, ACH, Capital Markets, Commercial Lending
Education
Bentley University 1999 — 2005
Business Mgment
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Retired and enjoying Life. October 2015 - Present
Better Business Bureau November 2014 - Present
Webster Five Cents Savings Bank January 2011 - October 2014
1-800 East West Mortgage 2009 - 2011
Citi Home Equity/ Citimortgage 2003 - 2008
Ohio Savings Bank 1998 - 2003
BayBank 1995 - 1997
Skills
Residential Mortgages, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Condos, Loan Origination, Loans, Portfolio Management, Foreclosures, Investment Properties, Short Sales, FHA, Refinance, USDA, Real Estate, First Time Home Buyers
Education
Dominican College of Blauvelt 1979 — 1983
BS, Business Administration
St John's
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
TD Bank Group 2010 - Present
Karow Consulting, LLC December 2007 - May 2010
TD Banknorth 2000 - 2007
Peoples Heritage 1996 - 2000
BayBank 1993 - 1996
Skills
Budgets, Banking, Project Management, Management, Leadership, Risk Management, Financial Services, E-commerce, Retail Banking, Strategic Planning, SDLC, Time Management, Marketing, Vendor Management, Strategy, Business Analysis
Education
Bentley University 1989 — 1993
Bachelor of Science (B.S.)
EnVision Performance Solutions November 1998 - Present
BankBoston September 1994 - November 1998
BayBank September 1983 - September 1994
Skills
Instructional Design, Curriculum Development, Performance Management, Compliance, Performance Consulting, Needs Analysis, Team Facilitation, Program Evaluation, Project Management, Employee Training, Program Management, Leadership Development, Training, Nonprofits, Organizational..., Management, Workshop Facilitation, Staff Development, Consulting, E-Learning, Curriculum Design, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management
Brandeis University
BA, Economics
Harvard Business School May 2011 - Present
L.L.Bean July 2010 - May 2011
L.L.Bean July 2009 - August 2010
Whitman Training Services/Heart Zones Coaching January 2005 - August 2009
L.L.Bean October 2007 - July 2009
Harvard University, Faculty of Arts & Sciences 2001 - 2004
Harvard University 1999 - 2001
Harvard University, Office of Human Resources 1999 - 1999
Harvard University, Office of Human Resources 1996 - 1998
BayBank June 1993 - August 1994
Skills
Training, Recruiting, Performance Management, Leadership Development, Interviews, Management, Staff Development, Human Resources, Analysis
Education
Lesley University 1994 — 1996
MS, Training and Development
Bentley University 1991 — 1993
BS, Management
Healthcare Employment Partners January 2012 - Present
Downstairs Cafe 1996 - Present
Healthcare Recruiter September 2005 - December 2011
BayBank 1990 - 1996
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Contract Recruitment, Technical Recruiting, Staffing Services, Recruiting, Sourcing, Onboarding, Permanent Placement, Strategic Sourcing, Hiring, Temporary Staffing, Executive Search, Screening Resumes
Education
Boston College 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Massachusetts Bay Community College
Associate's degree, Business Administration and Management, General
Brown County Clerk's Office May 2015 - Present
Brown County Register of Deed's Office December 2012 - May 2015
Baybank November 2009 - December 2012
Green Bay Police Department June 2004 - November 2009
Skills
Access, Data Entry, Administrative..., Government, Office Management, Outlook, Customer Service, Lotus Notes, Microsoft Excel, Microsoft Word, Nonprofits, Policy, Research, Public Speaking, Microsoft Office, Administrative...
Education
Bay de Noc Community College
Associate of Arts (A.A.), Business Administration
Escanaba Area Public High School
J. Hilburn June 2012 - Present
London Harness 2005 - 2011
BayBank 1985 - 1990
Fleet National Bank 1981 - 1985
Skills
Merchandising, Visual Merchandising, Retail, Fashion, Apparel, Marketing, Customer Service, Sales, Marketing Strategy, Inventory Management, Sales Management, Store Management, Social Media, Product Development, Social Media Marketing, Microsoft Office, Market Research, Microsoft Excel, Advertising, Event Management, Negotiation, Entrepreneurship, Selling, Trade Shows
Education
Bryant University
Master of Business Administration (MBA)
Saint Peter's University
BS, Marketing/Marketing Management, General
Appleton Partners, Inc. 2003 - Present
USTrust Company of Boston 1996 - 2003
USTrust 1996 - 2003
BayBank 1986 - 1996
Gardner and Preston Moss 1982 - 1986
State Street Research 1980 - 1982
Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Finance, Asset Managment, Mutual Funds, Financial Analysis, Fixed Income, Strategic Planning, Securities, Equities, Banking, Financial Services, Financial and..., Wealth Preservation..., Multi-generational..., Private Equity, Private Banking, Trust Management, Family Office, Estate Planning
Education
Boston University 1998 — 2001
MFP, Financial Planning and Services
Northwestern University - Kellogg School of Management 1992 — 1994
Trust Administration
Simmons College - Simmons School of Management 1988 — 1991
MBA, Finance
Bentley University 1977 — 1981
BS, Finance
Genzyme October 2011 - Present
Genzyme May 2010 - October 2011
Genzyme July 2002 - May 2010
Genzyme November 1998 - July 2002
Springborn Laboratories March 1996 - September 1998
BayBank April 1992 - November 1995
Skills
Microbiology, Contamination Control, Contract Manufacturing, Quality Assurance, Quality Control, Environmental Monitoring, Change Control, FDA, 21 CFR Part 11, GMP, Biotechnology, Trackwise, CAPA, Validation, GLP, Bioreactor, Sop, Medical Devices, Biopharmaceuticals, LIMS, V&V, Pharmaceutical Industry, GxP, Quality System, Technology Transfer, SOP, Cleaning Validation, Aseptic Processing
Education
Bridgewater State College 1991 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
Beacon Equity Advisors June 2010 - Present
myWMT September 2012 - Present
Sinclair Advisors, Inc. May 2010 - Present
Salem Five Cents Savings Bank May 1996 - May 2010
BayBank March 1993 - May 1996
Skills
Financial Analysis, Professional Networking, M&A experience, Mergers, Strategic Planning, Business Valuation, Finance
Education
Boston College 1984 — 1988
BS, Finance
Brilliant Star Coaching 2006 - Present
FleetBoston Financial 1999 - 2000
BankBoston 1996 - 1999
BayBank 1981 - 1996
Education
Coach U 2006 — 2008
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Brandeis University
B.A., Comparative Literature
Forrester Research October 2013 - Present
Forrester Research March 2012 - Present
Forrester Research January 2010 - February 2012
Forrester Research July 2004 - December 2009
BayBank 1988 - 1992
Skills
Social Media, Research, Online Communities, Customer Insight, Competitive Intelligence, Community Sites, Strategy, Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, Marketing
Marquette University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
NUVO Bank & Trust Company May 2009 - Present
Baystate Health 1994 - 2011
Baystate Health 1994 - 2011
MassMutual Financial Group September 2000 - February 2009
Sovereign Bank October 1999 - August 2000
Bank of Boston January 1996 - September 1999
BayBank September 1989 - December 1995
Education
Boston University Questrom School of Business 1978 — 1980
MBA, General Business
Boston University School of Law 1976 — 1979
JD, Law
Tufts University 1972 — 1976
BA, History and English
Quimby Designs 2003 - April 2010
Spirit Into Life, Itsy Bitsy Yoga December 2005 - May 2008
Putnam Investments 2000 - 2001
Tom Davis 1998 - 1999
State Street Global Advisors 1994 - 1997
BayBank 1993 - 1994
Healthtrax International, Inc. 1992 - 1993
Skills
Newsletters, Advertising, Corporate Communications, Graphic Design, Brochures, Market Research, Social Media, Direct Mail, Public Relations, Marketing
Education
Emerson College 1997 — 1998
Masters, Global Marketing Communications
Massachusetts College of Art and Design 1996 — 1997
Certificate Program, Graphic Design
Eastern Connecticut State University 1988 — 1992
Batchelor of Arts, Communications and Business Administration
TDBank N.A. November 2001 - August 2014
BayBank July 1989 - December 1992
American Eagle Outfitters May 1984 - June 1989
Skills
Sales, Cross Selling, Customer Service, Customer Satisfaction, Loans, Inventory Management, Visual Merchandising, Retail, Loss Prevention, Microsoft Office, Retail Sales, Store Management, Deposit Growth, Time Management, Bookkeeping, Residential Mortgages, Quick Books, Direct Sales, Up selling/ cross..., Skilled Multi-tasker
Education
Becker College 1978 — 1981
Associates in Retail Management, Cum Laude, Retail Management, 3.7
Drury High School, North Adams MA 1973 — 1977
Graduated, College Prep
New England Aquarium September 2008 - Present
New England Aquarium September 2004 - August 2008
New England Aquarium September 2000 - August 2004
University of Massachusetts March 1997 - September 2000
University of Massachusetts September 1994 - March 1997
BayBank 1992 - 1994
Skills
Management, Information Technology, Process Improvement, Leadership, Contract Management, Strategic Planning, Vendor Negotiation, Policy Analysis, Key Client Relationships, Project Management, Network Management..., Client Server...
Education
Bentley University
Master's Degree, Finance
University of Massachusetts Boston
Bachelor's Degree, Management and Accounting
Avidia Bank February 2011 - Present
Avidia Bank June 2008 - February 2011
St. Michael School Hudson,MA September 2004 - June 2009
BayBank 1990 - 2000
Skills
Customer Service, Banking, Credit, Loans, Retail Banking, Microsoft Office, Public Speaking, Teller Operations, Strategic Planning, Personal Banking, Mortgage Lending
Education
Becker College 2013 — 2015
Bachelor's Degree, Business management
Becker College 1988 — 1990
Associates, Interior Design
Hudson High School Hudson, MA
Plimoth Investment Advisors September 2011 - Present
BayCoast Bank April 1999 - September 2011
New York Life Benefit Services March 1998 - April 1999
Rockland Trust Co October 1982 - March 1998
BayBank September 1976 - October 1982
Skills
Mutual Funds, Retirement Planning, Asset Allocation, 401k, Pensions, Financial Analysis, Banking, Wealth Management, Defined Benefit, Investments, Portfolio Management, Employee Benefits, Relationship Management, Profit Sharing, Investment Management, Retirement, Strategic Planning
Education
University of Massachusetts Dartmouth 1969 — 2008
Bachelor of Science (B.S.)
College for Financial Planning 2003 — 2006
Institute of Certified Bankers 1996 — 1996
Certificate
New Bedford High School 1966 — 1969
Portland Research Group April 2000 - Present
Portland Research Group (Established 2000) 2000 - Present
IDEXX Laboratories March 1997 - April 2000
Market Decisions 1994 - 1997
Digitas 1992 - 1994
BayBank 1989 - 1992
Abt Associates 1987 - 1989
Mercer Management Consulting 1984 - 1987
Education
Babson College 1989 — 1992
M.B.A., Advanced Statistical Analysis
Boston College 1979 — 1983
B.S., Operations Management
Wake Technical Community College 2003 - 2013
Progress Energy 1999 - 2013
Freudenberg Nonwovens 1996 - 1999
BayBank 1993 - 1996
Skills
Financial Accounting, Cost Accounting, Benefits Accounting, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Fixed Assets, Process Improvement, Variance Analysis, Auditing, Analysis, QuickBooks, Budgets, Accounting Software..., Project Management, Trust Accounting, Relational Databases
Education
Bentley University 1994 — 1995
Master of Science, Finance
Bentley University 1989 — 1993
Bachelor of Science, Marketing
Rassini January 2006 - Present
Edscha North America 2004 - 2006
Gates Corporation March 2004 - April 2004
Continental Teves January 1996 - January 2004
Ford Motor Company 1993 - 1996
BayBank February 1989 - April 1992
Skills
Automotive, Continuous Improvement, Forecasting, Purchasing, Product Development, Manufacturing, Lean Manufacturing, Six Sigma, Vehicles, Pricing, Budgets, New Business Development, APQP, Business Planning, Business Strategy, Cross-functional Team..., FMEA, Kaizen, Logistics, Management, Market Research, Marketing, Negotiation, Operations Management, Process Improvement, Program Management, Sales, Sales Management, Strategic Planning, Strategy, Supply Chain Management, Team Building, Team Leadership, Value Stream Mapping
Education
Walsh College 2002 — 2003
Graduate, Business
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
Davenport University 1985 — 1988
BBA, Business
Providence College December 2012 - Present
St Mary's Church/Holliston 1991 - 2015
Providence College February 2011 - December 2012
Milford Catholic Elementary School 2003 - February 2011
ACAAP 2005 - 2008
BayBank 1984 - 1992
Skills
Volunteer Management, Event Planning, Fundraising, Public Speaking, Grant Writing, Stewardship, Grants, Annual Giving, Non-profits, Community Outreach, Strategic Planning, Public Relations, Event Management, Research, Budgets, Alumni Relations, Leadership, Program Management, Training, Marketing, Philanthropy, Management, Higher Education
Education
Boston University 1989 — 1991
MEd, Human Resource Education
Providence College 1979 — 1983
BA, Psychology
Fidelity Investments November 2010 - Present
Fidelity Investments January 1999 - October 2010
BankBoston May 1995 - December 1998
BayBank October 1979 - April 1995
Skills
Consulting, Social Influence, 401k, Defined Benefit, Pensions, Retirement, Series 7, Series 63, Relationship Management, Financial Services, Mutual Funds, Asset Allocation, Process Improvement, Employee Benefits, Retirement Planning, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
MBA, Business Administration, Management and Operations
Stonehill College 1992 — 1998
BA, Criminal Justice
The Happiness Report 2010 - Present
Ibis Consulting Group 2007 - 2010
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Fleet Bank 2001 - 2001
BankBoston 1994 - 2000
BayBank 1991 - 1994
BayBank Systems, Inc. 1987 - 1990
Skills
Talent Management, Program Management, Social Media
Education
Boston University
M. Ed.
Boston University
B.A.
Santander Bank, N.A. April 2014 - Present
Citizens Financial Group September 2011 - March 2014
Citizens Bank January 2010 - October 2011
RBS/Citizens Bank January 2007 - December 2009
RBS/Citizens Bank January 2006 - December 2007
Charter One Bank 2004 - 2007
RBS/Citizens Bank January 2000 - January 2004
RBS Citzens Bank January 1999 - January 2000
RBS/Citizens Bank February 1994 - 1994
BayBank 1992 - 1994
Skills
Loans, Commercial Banking, Retail Banking, Banking, Sales Management, Credit, Retail, Underwriting, Consumer Lending, Lines Of Credit, Cross Selling, Small Business Lending, Branch Banking, Financial Analysis, Leadership, Portfolio Management, Mortgage Lending, Commercial Lending, Mortgage Banking, Loan Origination, Relationship Management, Management, Credit Analysis, Credit Risk, Cash Management, Financial Services, Financial Risk, Credit Cards, Treasury Management, Asset Based Lending, Risk Management, Small Business, Coaching, Operations Management, Finance, Wealth Management, Executive Management, Commercial Mortgages, SBA, Operational Risk..., Payments, Private Banking, Branch Management, Investments, AML, Deposits, Vision Development, Team Leadership, Strategic Leadership, Strategic Planning
Education
Radcliffe College 2003 — 2003
n/a, Womens Leadership Studies
Northeastern University - Graduate School of Business Administration 1982 — 1984
MBA
Ithaca College 1978 — 1982
bs, business
Ithaca College 1978 — 1982
bs, finance and marketing
canton high school 1974 — 1978
HS
Ameriprise Financial December 1996 - Present
Polaroid September 1991 - November 1996
BayBank June 1989 - May 1991
Fidelity Investments June 1986 - May 1989
Skills
Finance, Investments, Financial Planning, Insurance, Leadership, Series 7, Mutual Funds, Retirement, Asset Allocation, Microsoft Office
Education
Boston University 1982 — 1986
Bachelor of Science in Business Administration, Accounting
University of Massachusetts Donahue Institute November 2010 - Present
The Central Mass Association for Talent Development (CMATD) 2005 - Present
CRG Associates August 1996 - November 2010
Achieve Global May 1996 - March 2002
Interaction Associates 1996 - 1999
Aetna Property & Casualty Insurance October 1994 - April 1996
Zenger Miller 1992 - 1994
Boston Five Cents Savings Bank 1985 - 1992
Fidelity Investments July 1983 - August 1985
BayBank June 1981 - June 1983
Skills
Leadership Development, Management Development, Healthcare, Instructional Design, Career Development, Organizational..., Training, Executive Coaching, Staff Development, Program Management, Organizational..., Strategy, Coaching, Leadership, 360 Feedback, Non-profits, Nonprofits, Program Development, Performance Management, Management Consulting, E-Learning, Workshop Facilitation, Human Resources, Employee Training, Consulting, Executive Development, MBTI, Career Counseling, Conflict Resolution, Culture Change, Personal Development, Blended Learning, Talent Management, Change Management, Employee Engagement, Resume Writing, Emotional Intelligence, Program Evaluation, Career Management, Experiential Learning, Adult Education, Organizational Learning, Job Search Strategies, Career Assessment, Performance Improvement, Presentation Coaching, Action Learning, Diversity Training, Job Coaching, Program Facilitation
Education
Boston University 1987 — 1992
Master of Education (M.Ed.), Training & Development/ HRD Education
University of Massachusetts, Amherst 1970 — 1974
BA Elementary Education, Urban Education
Bank of America November 2013 - Present
Bank of America November 2009 - Present
Banco Santander September 2008 - November 2009
Bank of America 2007 - 2008
Bank of America 2003 - 2005
BayBank/BankBoston/Fleet 1995 - 2004
Fleet Bank October 1998 - September 2000
BankBoston September 1996 - September 1998
BayBank June 1995 - September 1996
Whole Systems International, Inc. September 1990 - September 1993
Skills
Product Management, Marketing Strategy, Budgets, Product Marketing, Marketing, Segmentation, Competitive Analysis, Analytics, Project Management, Vendor Management, Consumer Behaviour, Customer Insight, Cross-functional Team..., Financial Services, Banking, Direct Marketing, Strategy, CRM, Market Research, Direct Mail, Relationship Management, Integrated Marketing, Marketing Management, Multi-channel Marketing, Customer Acquisition, Email Marketing, Customer Retention, Database Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Lead Generation, Marketing Communications, Salesforce.com, E-commerce, Online Marketing, Marketing Research, Market Planning, Brand Management, Business Development, B2B, Relationship Marketing, Online Advertising, Brand Development, Credit Cards, B2B Marketing, Advertising, Management, Team Leadership, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA, Marketing Management
Trinity College-Hartford 1986 — 1990
BA, English Literature
Academy of the Holy Angels 1982 — 1986
Dynamic Benchmarking March 2010 - Present
Service Point USA May 2006 - March 2010
Open Archive Systems August 2005 - May 2006
Gillette 1992 - 1997
BayBank 1984 - 1991
Skills
Performance Benchmarking, Benchmarking, Data Analysis, Program Development, Training, Staff Development, Business Development, Sales Leadership..., Team Building, Nonprofits, Pre-sales, Management, Product Development, Program Management, Account Management, Direct Sales, Sales Process, Leadership, Marketing Communications, Analysis, Marketing, Product Marketing, Strategic Planning, Strategy, Sales, CRM, Public Relations, Business Intelligence, Marketing Strategy, Solution Selling
Education
Lesley University 1987 — 1989
Master of Science (M.S.), Management
Boston University 1980 — 1984
Bachelor of Arts (B.A.), psychology
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank February 2012 - September 2013
Silicon Valley Bank February 2009 - June 2012
Silicon Valley Bank April 1998 - December 2010
Sanders, a Lockheed Martin Company July 1997 - March 1998
Fleet Bank December 1995 - July 1997
BayBank July 1994 - December 1995
Skills
Finance, Financial Analysis, Portfolio Management, Financial Modeling, Credit, Commercial Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2002
MBA, Finance
Stonehill College 1990 — 1994
BA, Managerial Economics
Choose To Be Nice, LLC April 2013 - Present
TeenLife Media, LLC January 2012 - April 2014
The Jewish Advocate July 2004 - December 2011
Darwin Partners 2000 - 2003
Big Green Card, Inc. 1997 - 2000
Baybank 1994 - 1995
Sterling Bank 1991 - 1994
Skills
Business Development, Sales, New Business Development, Social Media, Advertising, Email Marketing, Entrepreneurship, Marketing, Salesforce.com, Fundraising, Management, Online Advertising, Marketing Communications, Social Networking, Leadership, Account Management, Business Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1998
MBA, Finance, General
Boston University Questrom School of Business 1985 — 1989
BSBA, Finance
William Raveis Real Estate February 2011 - Present
Stage Harbor Real Estate 2001 - 2011
Banner Financial Corp 1995 - 2001
National Information Bureau 1991 - 1995
BayBank 1983 - 1990
Shawmut Worcester Conty National Bank 1981 - 1983
Capitol Bank And Trust 1979 - 1980
FIBA Leasing Company 1978 - 1979
Guaranty Bank & Trust Company 1965 - 1978
Skills
Real Estate, Sales, Management, Leadership, Resort Real Estate Sales, Commercial Real Estate, Condos, Real Estate Transactions, Residential Homes, Relocation, Sellers, Single Family Homes, First Time Home Buyers, Buyer Representation
Education
Boston University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Hobart and William Smith Colleges 1956 — 1958
Economics
Rivers Country Day School 1956 — 1958
High School
Brookline High School 1951 — 1954
Hamilton, Brook, Smith & Reynolds, P.C. April 2012 - Present
White Marketing Group November 2009 - April 2012
TowerGroup, a subsidiary of MasterCard March 2005 - August 2009
Marketing Matters Consulting October 2002 - March 2005
Unica Corporation May 2000 - September 2002
Meridien Research August 1998 - October 2000
Harte-Hanks Data Technologies January 1994 - August 1998
BayBank January 1994 - May 1998
Skills
Event Planning, Research, Financial Services, Direct Marketing, Competitive Analysis, Marketing Strategy, CRM, B2B Marketing, Lead Generation, Marketing Communications, Segmentation, Email Marketing, Marketing, Strategy, Business Development, Digital Marketing, Leadership, Publicity, Integrated Marketing, Management, Market Research, Corporate Communications, Public Relations, Corporate Events, Program Management, Analytics, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, Marketing and Communications
Babson College 1984 — 1988
Bachelor of Science, Marketing and Communicaitons
Cambridge Savings Bank June 2007 - Present
Bank of America (formerly Fleet) September 2000 - June 2007
BankBoston September 1995 - September 2000
BayBank April 1991 - September 1995
Education
Fairfield University 1982 — 1986
Harvard Medical School August 2013 - Present
Children's Hospital Boston April 2011 - August 2013
Flashes of Hope 2006 - 2012
Spartacus Capital September 2005 - May 2011
MEP Consulting October 2010 - April 2011
Ramos Mejia, Inc. June 2001 - September 2005
Social Venture Partners Boston August 2001 - August 2003
Founder, owner January 1997 - September 1999
Barnett Bank 1996 - 1997
Baybank 1994 - 1996
Skills
Fundraising, Entrepreneurship, Grants, Philanthropy, Non-profits, Strategic Planning, Project Management, Program Management, Marketing, Business Development, Social Impact, Cross-functional Team..., Social Media, Nonprofits, Strategy, Marketing Strategy, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2001
MBA, Entrepreneurship
Boston College - Carroll School of Management 1990 — 1994
BS, Finance and Economics
Burke & Herbert Bank & Trust March 2011 - Present
Chevy Chase Bank 1995 - 2010
BayBank 1987 - 1990
Skills
Direct Mail, Integrated Marketing, Marketing, Brand Management, Copywriting, Online Advertising, Internal Communications, Direct Marketing, Analytics, Email Marketing, Product Marketing, Marketing Management, Strategic Planning, Marketing Communications, Banking, Marketing Strategy, Media Relations, Strategy, Project Management, Corporate Communications, Creative Direction, Management, Advertising, Customer Acquisition, Database Marketing, Corporate Branding, Multi-channel Marketing, Interactive Marketing, Online Marketing, Leadership, Market Planning, Media Planning, Product Management, Creative Strategy, Financial Services, Social Media Marketing, Digital Strategy
Education
Northeastern University - Graduate School of Business Administration 1985 — 1987
MBA
Cornell University 1977 — 1981
BA
RETIRED August 2013 - Present
Strategic Designworks August 2001 - July 2013
Abington Savings Bank 1998 - 2000
BayBank 1971 - 1996
Skills
Strategy, Sales, Banking, Account Management, Project Management, Financial Services, Marketing, Business Development
Education
Suffolk University 1974 — 1976
MBA
Boston College 1966 — 1970
BSBA, Marketing
University of Colorado Boulder
ABA School of Bank Marketing
Fidelity Investments September 2015 - Present
Fidelity Investments April 2012 - Present
Adviser Investments September 2009 - March 2012
Kobren Insight Management September 2009 - December 2011
Fidelity Investments 1995 - September 2009
BayBank 1993 - 1995
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Asset Managment, Investments, Series 7, Series 63, Retirement
Education
College for Financial Planning 2004 — 2004
CRPC
Bridgewater State University 1980 — 1984
BS, Education
Catholic Memorial 1976 — 1980
HS
NUVO Bank & Trust Company October 2012 - Present
Westfield Bank 2000 - October 2012
BayBank 1989 - 1994
BayBank 1989 - 1994
Skills
Commercial Banking
Education
Western New England University 1990 — 1995
MBA
Bryant University 1983 — 1986
BSBA, Finance
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Prime Motor Group January 2013 - Present
Career Automotive Resources May 1998 - Present
Career Automotive Resources 1997 - 2010
Baybank 1995 - 1997
Baybank January 1994 - April 1996
Education
Champlain College 1981 — 1983
Associates, Business Management
Champlain College
PMG, Inc. January 2014 - Present
Hart Associates/Etransmedia January 2007 - September 2014
Citizens Bank May 2000 - September 2005
Citizens Bank September 1997 - May 2000
BayBank January 1995 - January 1997
BayBank June 1991 - January 1995
Baybank December 1987 - June 1991
Skills
Account Management, Data Analysis, medical coding, Healthcare Information..., Budgets, Medical Records, Healthcare Management, Insurance, Outlook, Strategic Planning, Program Management, Access, Accounts Receivable, Medical Coding, IDX, ICD-9-CM, Epic Systems, Financial Reporting, Radiology, Time Management, Accounting, Health Insurance, Medicaid, Medical Billing, CPT, Medicare, Invoicing, Healthcare, HIPAA, EHR, Management, Revenue Cycle, Medical Terminology, Hospitals, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Auditing, Process Improvement, Analysis, ICD-9
Education
Bentley University 1987 — 1991
BS, Accounting
Stoughton High School 1983 — 1987
Firing at Will: A Manager's Guide November 2011 - Present
Prefix, LLC March 2011 - Present
VeraSage Institute January 2011 - Present
Abovethelaw.com February 2011 - September 2011
Shepherd Law Group June 1998 - June 2011
Kearns & Rubin, P.C. September 1994 - June 1998
BayBank January 1989 - July 1991
Skills
Litigation, Employment Law, Civil Litigation, Legal Writing, Pricing, Marketing Strategy, Social Media Marketing, Teaching Outstandingness, Workplace Happiness, Workplace Relations, Positioning, Messaging, Writing, Public Speaking, Fiction Writing, Law Firm Administration, Legal Advice
Education
Boston College Law School 1991 — 1994
J.D, cum laude, Law
The Johns Hopkins University 1985 — 1988
B.A., International Affairs
Phillips Exeter Academy 1981 — 1985
Diploma with honors
IBM Security October 2014 - Present
Trusteer (IBM Security) April 2012 - September 2014
TrustCentral November 2011 - April 2012
GT Advisors September 2011 - April 2012
TowerGroup 2002 - September 2011
ADS Financial Services Solutions 2001 - 2002
Breakaway Solutions 2000 - 2001
Fleet Bank 1998 - 2000
BankBoston 1997 - 1998
BayBank 1992 - 1997
Skills
Data Loss Prevention, Payments, Internet Banking, Banking, IT Strategy, Mobile Banking, Retail Banking, Mobile Payments, Business Strategy, Product Strategy, Competitive Analysis, Electronic Payments, Strategic Planning, Analysis, Compliance, Product Management, Information Security, Fraud Detection, Strategy, Financial Services, Management Consulting, Enterprise Software, Customer Experience, Segmentation, Market Research, E-commerce, Business Development, Lead Generation, Management, Business Intelligence, Business Analysis, Start-ups
Education
Babson College 1985 — 1990
MBA
University of Massachusetts at Amherst 1979 — 1985
BS
Realty Executives Boston West September 2010 - Present
Re/max Executive Realty April 2004 - November 2010
Dallamora Realtors November 1998 - April 2004
Town & Country Nannies, Inc. May 1993 - November 1998
BayBank 1996 - 1997
Skills
Sellers, Condos, Buyer Representation, Single Family Homes, Short Sales, First Time Home Buyers, Real Estate, Relocation, New Home Sales, Residential Homes, Referrals, Selling, Investment Properties, Buyers, REO, FHA, Home Staging, Listings, Foreclosures, Move Up Buyers, Townhomes, Contract Negotiation, Sales, Real Property, Real Estate Transactions, New Homes, Seniors
Education
Bryant University 1989 — 1993
BA, Finance
Holliston High School 1985 — 1989
BS, Finance
Calvert Investments June 2004 - Present
Riggs Bank May 2002 - June 2004
T. Rowe Price Group May 1996 - May 2002
BayBank May 1994 - May 1996
Skills
Product Development, Integrated Marketing, Strategic Partnerships, Channel Management, Digital Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Marketing Communications, Market Research, Brand Management, Brand Architecture, Brand Implementation, Corporate Branding, Multi-channel Marketing, Financial Services, Strategy, Segmentation
Education
Babson College
B.S.
MassDOT June 2014 - Present
Fidelity Investments April 2013 - June 2014
Massachusetts General Hospital thru Bulfinch Temps March 2012 - April 2013
Fidelity Investments July 2006 - August 2011
Fidelity Investments August 2000 - June 2006
State Street Bank August 1996 - August 2000
John Hancock Life Insurance Company August 1995 - April 1996
Metropolitan Properties of America, Inc. February 1994 - April 1995
BayBank March 1989 - October 1993
Skills
PowerPoint, Outlook, Word, Excel, Photoshop, Administration, Adobe Acrobat, Event Planning, Teamwork, Conferences, Lotus Notes, Administrative Support, Visio, Access, Administrative..., Administrative..., Interviews, Management, Microsoft Excel, Office Management, Microsoft Word, System Administration, Training, Time Management, Accounts Payable, Editing
Education
North Shore Community College 2010 — 2011
Certificate, Microsoft Office 2007 (XMO)
Bay State College 1992 — 1996
Associate's Degree, Business Administration
Katharine Gibbs School 1991 — 1992
Executive Assistant/Executive Secretary
Ipswich High School 1982 — 1986
High School, General Studies
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
National Patient Safety Foundation May 2008 - Present
S&H Solutions January 2007 - January 2008
S&H Solutions April 2002 - December 2006
S&H Solutions February 2000 - March 2002
BankBoston January 1999 - January 2000
BankBoston November 1996 - December 1998
BayBank March 1995 - October 1996
BayBank January 1993 - February 1995
BayBank September 1987 - December 1992
Education
Boston University 1977 — 1981
BS, Communications
East Boston Savings Bank April 2002 - Present
Xtravision Photography 2009 - 2014
Citizens Bank 2000 - 2001
Fleet Bank 1993 - 2000
BankBoston 1993 - 2000
BayBank 1993 - 2000
Copley Flair 1990 - 1992
Skills
Leadership, Commercial Banking, Small Business Lending, Microsoft Excel, Microsoft Office, Mortgage Lending, CRM, Microsoft Word, Strategic Planning, Banking, Loans, Risk Management, Coaching, PowerPoint, Lines Of Credit, Credit, Retail Banking, Customer Service, Commercial Mortgages, Management, Residential Mortgages, Real Estate, Sales, Strategy, Training, Commercial Lending, Consumer Lending, Financial Analysis, Portfolio Management, Insurance
Education
Dublin Business School 1989 — 1992
Dale Carnegie
Graduate
St. Vincent's CBS
American River Bank September 2005 - Present
Perry-Smith LLP September 2002 - September 2005
KPMG Audit January 2001 - June 2002
IpswichBank May 1999 - May 2000
BayBank 1993 - 1999
BankBoston 1993 - 1999
Skills
SOX 404, Enterprise Risk, Financial Reporting, Enterprise Risk..., Auditing, Accounting, SEC filings
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA/MS, Accounting
Boston University 1992 — 1993
Communication
Hobart and William Smith Colleges 1987 — 1991
BA, History
Octant Business Services, LLC June 2006 - May 2014
Harborlight Montessori School 2005 - 2013
Fidelity Communications Corp. April 1990 - February 2006
Bank of New England December 1979 - April 1990
BayBank June 1971 - December 1979
Education
College of the Holy Cross 1962 — 1966
B.A., Sociology
Residential Mortgage Services, Inc. -- NMLS#1760 September 2007 - Present
Indymac Bank April 2006 - July 2007
MFS October 1998 - December 2005
BankBoston October 1995 - October 1998
BayBank May 1993 - October 1995
Skills
Mutual Funds, Loan Origination, Real Estate, Mortgage Lending, Investments, Management, Credit, Mortgage Banking, Series 6, Financial Services, Series 63, Asset Managment, Series 7, Asset Management, Loans, Banking, Wealth Management, Investment Properties, Residential Mortgages, VA loans
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Master's Degree, Finance
Massachusetts College of Liberal Arts 1989 — 1993
BADM, Finance / Management
Capital One Services, LLC January 2007 - Present
UBS Financial Services September 2004 - February 2006
Forrester Research, Inc. July 2000 - November 2002
BankBoston September 1996 - December 1999
BayBank 1981 - 1996
BayBank - now Bank of America 1981 - 1996
Education
Boston College 1974 — 1978
B.S., Marketing
Matignon High School
Matignon High School
Boston Private Bank & Trust Co. August 2005 - Present
State Street March 1997 - August 2005
BayBank September 1989 - March 1997
Skills
Risk Management, Banking, Back Office, Cash Management, Financial Services, Business Analysis
Education
Bentley College 1992 — 1994
Master of Science (M.S.), Accountancy
Emerson College 1984 — 1988
Bachelor of Science, Mass Communication/Media Studies
DTZ May 2013 - Present
Staples 2010 - April 2012
Staples 2005 - 2010
Fidelity Investments 1996 - 2004
Liberty Financial Companies May 1993 - May 1996
BayBank 1986 - 1993
Skills
Financial Analysis, Budget, Process Improvement, Retail, Business Process..., Microsoft Excel, Business Analysis, Essbase, Strategic Planning, Team Building, PowerPoint, Six Sigma, Budgets, Finance, Accounting, Analysis, Forecasting, Cross-functional Team..., Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA, Finance
Boston College - Carroll School of Management 1983 — 1987
Master of Science (M.S.), Accounting
Medtronic August 2003 - Present
Consultant to Commonwealth of Massachusetts 1997 - 2003
VISIONS 1992 - 1994
BayBank 1987 - 1992
Skills
Certified Green Belt, Project Management, Human Performance, Performance Management, Needs Analysis, Diversity & Inclusion, Technology Needs..., Organizational..., Instructional Design, Talent Management, Change Management, Leadership Development, Employee Engagement, Coaching, Organizational..., Organizational Design, Six Sigma, Process Improvement, Workshop Facilitation, Workforce Planning
Education
University of Massachusetts Boston
Emerging Leaders Program
The Partnership, Inc. 2010 — 2010
Fellow
ASTD - American Society for Training and Development 2005 — 2007
Certificate, Human Performance Improvement
Worcester Polytechnic Institute (WPI) 2005 — 2005
Certificate, Project Management
Cambridge College 1997 — 1999
M.Ed., Business Management
Cambridge College 1997 — 1999
Certificate, Organizational Development
CoachCove Consulting September 2005 - Present
Eastern Bank August 1997 - August 2005
Mortgage Information Services March 1996 - July 1997
Baybank September 1995 - March 1996
Shawmut Bank February 1987 - August 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1995
MBA, Marketing and Management
College of the Holy Cross 1981 — 1985
Jimlar January 2012 - Present
Brown Shoe Company August 2005 - January 2012
Nine West Group March 2003 - November 2003
Liz Claiborne Shoes November 2001 - March 2003
Macys October 1998 - October 2001
Baybank 1995 - 1996
Skills
Merchandising, Shoes, Trend, Wholesale, Trend Analysis, Fashion, Retail, Footwear, Visual Merchandising
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (BA), English Language and Literature, General
Oracle Corporation May 2015 - Present
Oracle Corporation May 2010 - May 2015
Oracle/Siebel November 2006 - May 2010
Natixis Global Associates February 1999 - November 2006
Epsilon Data Management October 1998 - February 1999
DST Systems April 1997 - October 1998
BayBank September 1994 - April 1997
Skills
IT Strategy, Cloud Computing, CRM, Team Building, Team Leadership, Cross-functional Team..., Resource Management, SaaS, Software Development, Business Intelligence, Software Project..., Professional Services, Enterprise Software, Siebel, Integration, Solution Architecture, Business Analysis, Customer Service, Business Process, ITIL, Business Process..., Product Management, CRM software, Management, Change Management
Education
Fairfield University 1990 — 1994
Bachelor of Science (BS), Marketing, Minor in Information Systems
June Advertising 2005 - Present
Braintree High School August 1998 - June 1999
BayBank June 1994 - August 1995
Kidder Peabody June 1992 - May 1994
Skills
Social Media Marketing, Creative Direction, Marketing Communications, Social Media, Advertising, New Business Development, Building Relationships, Interpersonal Skill, Finance, Kindness, Strategic Partnerships, Small Business, Employee Benefits
Education
Bridgewater State University 1995 — 1997
Teaching, English
University of Iowa 1987 — 1991
BBA, Marketing
Invisible Fence® Brand December 2014 - Present
Radio Systems Corp December 2014 - Present
Payless ShoeSource January 2013 - June 2014
Kollage Ltd September 2006 - December 2012
Nestle S.A. July 2001 - August 2006
Nestle S.A. April 1998 - June 2001
Nestle S.A. March 1997 - March 1998
Nestle S.A. February 1995 - February 1997
Nestle S.A. June 1992 - January 1995
BayBank July 1988 - May 1992
Skills
Marketing Strategy, P&L Management, Sales Operations, FMCG, Retail, Marketing Management, Business Strategy, New Business Development, Consumer Products, Entrepreneurship, International Marketing, Latin American Markets, International Business, Strategic Brand..., Product Portfolio..., Business Management, Entrepreneurial Skills, New Business Models, Brand Management, Strategic Planning, Management, Marketing, Business Planning, Project Portfolio..., Income Statement, Latin American markets, Strategy
Education
IMD (International Institute for Management Development) - Business Programs 2004 — 2004
PED - Programme for Executive Development
Bentley University 1988 — 1992
Bachelor of Science (BS)
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Bank of New Hampshire March 2008 - Present
Eastern Bank May 1988 - January 2008
Fleet National Bank January 1982 - 1988
Fleet National Bank October 1979 - January 1982
Baybank 1977 - 1979
Skills
Portfolio Management, Mergers & Acquisitions, Small Business Lending, Management, Consumer Lending, Strategic Planning, Sales, Marketing, Training, Real Estate, Insurance, Small Business, Mortgage Banking, Executive Management
Education
Boston College 1975 — 1977
M.A.
University of Rhode Island 1972 — 1975
Marquette University 1971 — 1972
Marquis November 2012 - Present
Rockland Trust January 2010 - December 2011
New England Financial Marketing Association (NEFMA) 2005 - May 2010
Marquis November 2005 - January 2010
Bank of Canton February 1999 - November 2005
Hingham Institution for Savings February 1995 - February 1999
BayBank February 1993 - February 1995
NatWest Bank January 1991 - February 1993
Banana Republic 1987 - 1991
Skills
Direct Marketing, Banking, Strategy, Strategic Planning, Marketing, Marketing Management, Analytics, Database Marketing, Program Management, Marketing Strategy, Promotions, Customer Acquisition, Segmentation, Financial Services, Leadership, Marketing Communications
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Marketing
University of Vermont 1985 — 1989
Bachelor of Science, University of Vermont
Thermo Fisher Scientific August 2007 - Present
Siemens July 1992 - April 2002
Osram Sylvania June 1992 - May 1999
BayBank February 1989 - May 1992
Skills
Marketing Communications, Strategy, Direct Marketing, Marketing Management, Advertising, Strategic Communications, Brand Development, Internal Communications, Public Relations, Marketing, Trade Shows, Sales, Budgets, Sales Operations, Management, Product Marketing, Marketing Strategy
Education
Emmanuel College 1973 — 1977
BA, Music/English Literature
Northeastern University
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
Massachusetts Mutual Life Insurance Company 2005 - 2007
Babson Capital Management LLC 1999 - 2005
Deloitte & Touche 1996 - 1999
BayBank 1994 - 1996
Phoenix Equity Planning Corporation 1986 - 1994
Phoenix Mutual Life Insurance Company 1982 - 1994
The Hartford Insurance Group 1981 - 1982
Skills
Management, Strategic Planning, Program Management, Process Improvement, Leadership, Risk Management, Business Analysis, Insurance, Team Building, Strategy
Education
Central Connecticut State University 1975 — 1978
MS, Education
Notre Dame of Maryland University 1968 — 1972
BA, English
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
Sovereign Bank September 2008 - Present
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
Bank of America January 1980 - September 2008
Bank of America January 1980 - 2008
FleetBoston Financial 1998 - 2005
BankBoston 1994 - 1998
BayBank 1980 - 1994
BankBoston/BayBank 1980 - 1994
Skills
Loans, Credit, Banking, Portfolio Management, Segmentation, Supply Chain Management, Relationship Management
Education
Boston University 1974 — 1980
MBA, Marketing/Marketing Management, General
University of Massachusetts, Amherst 1970 — 1974
Bachelor's degree, Hotel, Motel, and Restaurant Management
Citizens Bank August 2012 - Present
Citizens Bank October 2008 - August 2012
Bank of America February 1995 - October 2008
Bank of America 1994 - 2002
BayBank 1994 - 2001
Fleet 1994 - 2001
Northrop Grumman 1988 - 2001
Northrop 1988 - 1994
Skills
Banking, Risk Management, Networking, Project Management, Credit, Financial Risk, AML, Analysis, Financial Services, Commercial Banking, Portfolio Management, Operational Risk..., Loans, Commercial Lending
Education
Bryant University 2011 — 2012
Project Management Certificate Program, Project Management, 4.0
Dean College 1988 — 1993
Norwood High
Norwood High
Merrimack County Savings Bank August 1994 - Present
BayBank June 1985 - August 1994
Neworld Bank September 1984 - May 1985
Abt Associates June 1976 - 1982
Skills
Strategic Planning, Loans, Commercial Lending, Banking, Public Relations, Market Research, Marketing, Fundraising, Management, Small Business Lending, Commercial Banking, Advertising
Education
Lake Forest College 1970 — 1974
BA
Boston University Questrom School of Business
MBA
Fidelity Investments Account SupervisorEdlund Mulcrone1992 - 1994
BayBank 1989 - 1992
Education
College of the Holy Cross
Datawatch August 2008 - Present
Hewlett-Packard November 2002 - August 2008
Fidelity Investments February 2003 - July 2003
BayBank 1995 - 2000
Skills
Enterprise Architecture
Education
Boston University 1995 — 2000
Cullison & Gorman, Inc. March 2005 - Present
Gorman & Cullison, Inc March 1999 - January 2014
Citigroup April 1998 - December 2010
BankBoston January 1996 - January 1997
BayBank January 1978 - January 1996
Skills
Certified Pool Operator, Risk Management, Banking, Data Center, Telecommunications, Financial Services, Credit Cards, Portfolio Management, Vendor Management, Business Continuity, COBOL, Program Management
Education
Bentley University 1980 — 1986
MBA, Computer Science/Finance
University of Massachusetts 1970 — 1974
BA, History
Berklee College of Music January 2012 - December 2013
Whole Foods Market August 2011 - October 2013
Sentri July 2010 - May 2011
Technical Institute September 2000 - December 2010
Scudder Investments April 1995 - September 2000
BayBank October 1994 - March 1995
SunGard Data Systems May 1994 - September 1994
Cambridge Energy Research Associates July 1989 - February 1994
New England Automated Clearing House (NEACH) June 1986 - July 1989
Skills
Teaching, Project Management, Windows, Program Management, E-Learning, Technical Writing, Higher Education, Networking, SharePoint, Strategic Planning, Microsoft Office, Public Speaking, Social Media, Security, Troubleshooting, Leadership, Training, Analysis, Leadership Development, Windows 7, Team Building, Social Networking, Software Documentation, IT Management, System Administration, Music, Editing, Hardware, Microsoft Word, Composition, Management, Noodling, Budgets, Information Technology, Servers
Education
Brandeis University 1980 — 1986
M.F.A., Music Composition and Theory
New England Conservatory of Music 1978 — 1980
M.M., Music Composition
Berklee College of Music 1973 — 1976
B.M., Music Composition
Investors Capital May 2007 - Present
UHY, LLP December 1997 - October 2006
Shatswell, MacLeod & Co, CPA May 1996 - November 1997
BayBank June 1994 - April 1996
Skills
Internal Audit, Finance, Auditing, Financial Services, Accounting, Sarbanes-Oxley Act, Investments, Valuation, Financial Reporting, Strategic Financial..., Financial Analysis, Management, Internal Controls
Education
Bentley University 1990 — 1994
BS, Accounting
Hudson Public Schools September 2001 - Present
BankBoston 1995 - 2000
BayBank 1993 - 1995
Education
Colby-Sawyer College
ABA, Liberal Arts
Rivier College
BA, Fine Arts
Great West Retirement Services March 2011 - Present
MassMutual May 2004 - April 2009
Genuity March 2000 - May 2002
BayBank 1994 - 1996
First New England Mortgage January 1992 - November 1993
Skills
Retirement Planning, Retirement, Investments, Program Management, Series 6, Sales, Instructional Design, Fixed Annuities, Series 63, Training, Mutual Funds, 401k, Securities, Wealth Management, Employee Benefits
Education
Framingham State University 1984 — 1988
BA, Political Science, History
Boston University
University of Massachusetts Boston
M.Ed., Instructional Design
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Pyramid networking Group 1990 - Present
ORC International January 2005 - November 2012
BayBank 1984 - 1990
Skills
Windows Server, Microsoft Exchange, Windows 7, Firewalls, Windows XP, Networking, VPN, Security, Microsoft SQL Server, Technical Support, Hardware, Network Security, Active Directory, Troubleshooting, Cloud Computing, Virtualization, Cisco Technologies, Software Development, Product Management, Office 365, Sophos
Education
Boston University 1986 — 1990
Liberty Mutual Insurance 2013 - Present
Independent Consulting, Self-Employed September 2004 - 2013
FleetBoston Financial/Bank of America 1998 - 2004
FleetBoston Financial 1996 - 1998
PreVision Marketing 1995 - 1996
BayBank 1990 - 1995
HoustonEffler Advertising 1989 - 1990
Skills
Marketing Strategy, Advertising, Email Marketing, Leadership, Marketing, Team Leadership, Marketing Communications, Online Marketing, Direct Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Competitive Analysis, Brand Development, Lead Generation, Management, Strategy
Education
Emerson College 1986 — 1990
B.S. Communication Studies, Advertising/Public Relations
Bank of America July 2007 - Present
Bank of America May 2002 - June 2007
Fleet Bank April 1997 - May 2002
BayBank 1989 - 1997
Skills
Banking, Process Improvement, Strategic Financial...
Education
Boston University Questrom School of Business 1982 — 1985
MBA, Business
Harvard University 1977 — 1981
B.A., Economics
Healthcare Professional Funding February 2011 - Present
GE August 2002 - January 2009
HPSC 2002 - 2004
Mellon Bank 2000 - 2002
BankBoston 1997 - 2000
BayBank 1993 - 1998
Skills
Credit, Mergers & Acquisitions, Banking, Loans, Finance, Portfolio Management, Strategic Financial..., Wealth Management, Outlook, Sales Management, Funding, Private Banking, Asset Based Lending, Credit Analysis, Cross-functional Team..., Underwriting, Credit Risk, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Relationship Management, Small Business, Executive Management, Financial Risk, Commercial Banking, Mortgage Lending, Financial Services, Corporate Finance
Education
Bridgewater State University 1984 — 1989
BS, Management Science
FatherBillsandMainSpring September 1999 - Present
BayBank October 1982 - February 1994
Skills
Customer Service, Microsoft Office, Community Outreach, Event Planning, Fundraising, Volunteer Management, Program Development, Microsoft Excel, PowerPoint, Public Speaking
Education
Bryant University 1977 — 1978
Busniess, 4.0
US Marine Corp. Post Exchange accounting in Arlington, Va 1957 — 1960
Post Exchange Asst. Accountant, Accounting and Finance, Lance Cpl.
Direct Federal Credit Union EFT Account ManagerNYCE CorporationAugust 2001 - September 2004
BankBoston 1995 - 2001
BayBank 1987 - 2001
Education
Emmanuel College 1994 — 1996
Bachelor's, Management
LandVest June 2003 - Present
knf&t 1998 - 2005
BayBank January 1994 - January 1998
Skills
Real Estate, Negotiation, Marketing, Recruiting, Residential Homes, Sellers, Event Planning, Social Media, Buyer Representation, Microsoft Office, Applicant Tracking..., Social Media Marketing, Marketing Strategy, Project Management, Talent Acquisition, Brokerage, Condos, Real Estate Transactions
Education
Clark University 1990 — 1993
BA
Pittsfield High School 1984 — 1987
BNY Mellon October 1999 - Present
BNY Mellon Wealth Management 1999 - Present
Bank of Boston 1996 - 1999
BayBank 1994 - 1996
Skills
Commercial Banking, Wealth Management, Hedge Funds, Securities, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Business Analysis, Financial Reporting, Bloomberg Terminal, Credit, Banking
Education
Boston University - School of Management 2000 — 2004
MBA, Finance
Smith College 1984 — 1988
AB
Ipswich High
Ipswich High
Business On Point March 2010 - Present
Windspeed Ventures 2000 - 2002
Bank Boston 1994 - 2000
Fleet Bank 1995 - 1996
BayBank 1991 - 1994
Skills
Business Planning, Small Business, Strategic Planning, Real Estate, Financial Analysis, Entrepreneurship, New Business Development, Start-ups, Investments, Marketing Strategy, Due Diligence, Business Development, Investment Properties, Analysis, Management Consulting, Coaching, Selling, Business Strategy, Budgets, Consulting, Contract Negotiation, Mergers & Acquisitions, Marketing, Management, Finance, Sales
Education
Babson College 1989 — 1991
MBA, Finance
Boston College 1983 — 1987
BA
Cranbrook/Kingswood School
University of Kentucky November 1999 - Present
NAAF 2013 - 2015
NAAF 2013 - 2015
Electric Insurance Company December 1995 - August 1998
Boston Gas Company 1985 - 1996
BayBank September 1981 - January 1989
Skills
.NET, Visual Studio, C#, VB.NET, SQL Server, Web Development, Web Services, OOAD, SAP R/3, ABAP, Smartforms, Microsoft SQL Server, SAP, ASP.NET, Requirements Analysis, Software Development, IIS, SDLC, IT Management, Agile Methodologies, SQL, Access, Unix, ITIL, Software Project..., Program Management, Business Analysis, Programming, Systems Analysis, Integration, ERP, HTML, Enterprise Architecture, Testing, Business Intelligence, Software Documentation, XML, Visio, SharePoint, Databases, Requirements Gathering, Database Design, Oracle
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Management, Cum Laude
Bentley University 1982 — 1992
BS, Computer Information Systems
State Street May 2011 - Present
State Street Bank September 2003 - January 2009
State Street 1988 - 2009
State Street Bank May 1997 - April 2004
State Street Bank March 2003 - September 2003
State Street Bank April 2000 - March 2003
State Street Bank September 1992 - May 1997
State Street Bank May 1988 - September 1992
BayBank June 1984 - May 1988
Education
Bentley University 1985 — 1991
Bachelor of Science, Accounting
Mount Ida College 1982 — 1984
Associate in Business, Accounting
St. Columbkille's High School
Boston University Metropolitan College 2012 - Present
Boston University Metropolitan College 2005 - 2012
Self Employed 2003 - 2005
Casual Male Retail Group 2001 - 2002
Casual Male Retail Group 1997 - 2001
BayBank 1995 - 1996
JL Hammett Co. 1992 - 1994
Stuarts Department Stores 1990 - 1991
Grossman's 1987 - 1989
Grossman's 1986 - 1987
Skills
Marketing, Strategic Planning, Event Planning, Marketing Communications, Advertising, Direct Mail, Email Marketing, Integrated Marketing, Digital Marketing, Editing, Marketing Strategy, Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1982 — 1985
MBA, Marketing
Colby College 1973 — 1977
BA, Spanish & French
National Life Group May 2015 - Present
Liberty Mutual Insurance January 2013 - October 2014
Santander Bank, N.A. October 2011 - February 2012
Bank of America December 2007 - March 2011
Bank of America June 2006 - December 2007
Banc of America Investments August 2005 - June 2006
Bank of America April 2004 - August 2005
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1987 - 1995
Skills
Project Planning, Project Management, Analytics, Business Process..., Business Readiness, Business Continuity..., Tactical Planning, Six Sigma, Microsoft Office, PowerPoint, Business Strategy, Budgeting, Cost Management, Operational Efficiency, Process Flow, Incentive Programs, Sales Process, Service Processes, Budgets, Training, Analysis, Vendor Management, Management, Program Management, Relationship Management, Cross-functional Team..., Investments, Quality Assurance, Leadership, Portfolio Management, Forecasting, Marketing, Executive Management, CRM, Business Analysis, Sales, Strategy, Enterprise Software, Business Development, Segmentation, Competitive Analysis, Change Management, Operations Management, Financial Analysis, Business Planning, P&L Management, Product Management
Education
Boston University - School of Management
MBA
University of Vermont
BS, Animal Sciences
Comcast Cable March 2015 - Present
Comcast Cable October 2011 - March 2015
Comcast Cable June 2009 - October 2011
Sovereign Bank February 2002 - May 2009
TD Bank Group February 2000 - February 2002
BankBoston 1990 - 2000
BayBank 1990 - 2000
Skills
Team Building, Call Center, Organizational..., Performance Management, Training, Leadership Development, Call Centers, Sales, Coaching, Business Analysis, Vendor Management, Needs Analysis, Program Management, Cross-functional Team..., Customer Retention, Process Improvement, Management, Telecommunications, Job Coaching, Customer Service, Customer Experience, Leadership, Team Leadership
Education
Bay Path University 2005 — 2008
BS, Executive Management
Delta Management Associates February 2010 - Present
Sovereign Bank March 2000 - July 2009
Bank of Boston January 1995 - March 2000
BayBank 1995 - 1998
Education
Massasoit Community College 2009 — 2011
BS in Business, Finance
Bryant University 2009 — 2009
Business Analysis
Systemietrics 2009 — 2009
Softtwre
Systemetrics 1999 — 2006
Word, Excel, Access
Northeastern University 1990 — 1994
Software and Programming
American Banking Institute 1985 — 1990
Collections, Computer and accounting classes
Boston State College
BS in Ed, Elementary Ed minors in Math and Psychology
Bryant University
Niemi Painting & Decorating May 1975 - Present
Norwood Marine, Inc. 1971 - 1974
Carborundum Corp. 1970 - 1971
United Brands, Inc. 1966 - 1970
BayBank 1964 - 1966
USMC 1963 - 1964
Education
Boston University Questrom School of Business 1966 — 1969
MBA, Economics, Quantitative Analysis
Stonehill College 1963 — 1967
Bachelor, Economics
Mansfield High School 1955 — 1959
Diploma, College Prep
Harte-Hanks February 2011 - August 2012
K Force Contract at Phase Forward May 2010 - October 2010
EDS onsite at the MA Registry of Motor Vehicles January 1993 - January 2009
Electronics Corporation of America January 1986 - January 1989
WR Grace Construction products division January 1983 - January 1986
Software Services of America January 1980 - January 1981
BayBank January 1975 - January 1980
Skills
HP-UX, Operating Systems, Red Hat Linux, Oracle Enterprise..., Oracle Discoverer, Oracle RAC, Oracle SQL, SQL, Oracle, Testing, Solution Architecture, Solaris, Unix Shell Scripting, Visio, SDLC, Oracle ASM, Oracle PL/SQL..., SQL Tuning, Disaster Recovery, Data Warehousing, Data Modeling, Project Management, Database Administration, Database Security, IDMS, CICS, COBOL, Erwin
Education
Boston University
Cullinet Corporation
IBM
Merrimack College
Northeastern University
Probability and Statistics
Oracle Corporation
Pacific Community Ventures July 2005 - September 2015
Creating Your Life Collage July 1997 - August 2005
marchFIRST January 2000 - March 2001
The Gold Marketing Group November 1993 - January 2000
Noma International March 1992 - October 1993
BayBank June 1990 - July 1991
Boston Equity Investments, Inc. June 1986 - March 1990
Skills
Entrepreneurship, Non-profits, Social Entrepreneurship, Public Policy, Economic Development, Program Management, Fundraising, Philanthropy, Start-ups, Business Strategy, Strategy, Grants, Venture Capital, Nonprofits, Strategic Partnerships, Non-profit..., Strategic Planning, Project Management, Business Development, Community Development, Public Speaking, Policy Analysis, Alternative Investments, International..., Corporate Social..., Sustainability
Education
University of California, Berkeley 2003 — 2005
Master's degree, Public Policy
Boston University - School of Management 1986 — 1989
Master of Business Administration (MBA), Marketing/Marketing Management, General
Brandeis University 1980 — 1984
BA, Politics and Women's Studies
Sandpiper Inn April 2005 - Present
Citigroup April 1998 - December 2010
Citibank April 1998 - October 2010
BankBoston April 1996 - April 1998
BayBank/BankBoston 1978 - 1998
BayBank April 1978 - April 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1980 — 1986
MBA, Computers, Finance
University of Massachusetts Boston 1970 — 1974
BA, History, Education
Sovereign Bank May 2010 - September 2010
Cambridge Vanguard March 2009 - May 2010
Bank of America December 2005 - February 2009
Fleet Bank January 2001 - January 2005
BankBoston January 1997 - January 2001
BayBank January 1992 - January 1997
BayBank September 1985 - January 1992
Skills
Commercial Banking, Credit
Education
Bentley University 1994 — 1995
Finance
University of Massachusetts Lowell 1980 — 1984
Bachelor of Science, Management, Computer Science
Enterprise Bank (Enterprise Bancorp) July 2014 - Present
RBS Citizens Financial Group October 1999 - July 2014
Andover Bank April 1997 - October 1999
Family Bank, FSB July 1993 - April 1997
BayBank June 1984 - July 1993
Skills
Small Business Lending, Branch Management, Commercial Banking, Loans, Consumer Lending, Lines Of Credit, Mortgage Banking, Credit, Mortgage Lending, Financial Services, Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Risk, Credit Cards, Cash Management, AML, Credit Risk, Retail Banking, Management, Loan Origination, Treasury Management, Portfolio Management, Commercial Mortgages, Underwriting, Risk Management, Investments, Relationship Management, Strategic Planning, Financial Analysis, Internet Banking
Education
Southern New Hampshire University 1987 — 1992
Master of Business Administration (MBA)
Bryant University 1982 — 1986
BDC Capital August 2013 - Present
Berkshire Bank December 2009 - August 2013
TD Bank 1999 - 2009
BankBoston 1997 - 1999
BayBank 1986 - 1997
Skills
Credit, Commercial Lending, Workout, Asset Based Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Middle Market, Credit Risk, Commercial Mortgages, Underwriting, Portfolio Management, Banking, Consumer Lending, Loan Origination, Cash Flow Lending, Lines Of Credit, Cash Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
Fairfield University 1982 — 1986
BS, Finance
Covidien January 2012 - April 2014
Covidien January 2009 - December 2011
Simmons School of Management September 2003 - December 2008
Deloitte January 1998 - December 2002
BankBoston 1996 - 1997
BayBank June 1993 - July 1996
The Boston Company June 1991 - June 1993
Skills
Talent Management, Organizational Design, Organizational..., Change Management, Training, Coaching, Career Development, Leadership Development, Leadership, Executive Coaching, Workshop Facilitation, Onboarding, Performance Management, Human Resources, Employee Engagement, Succession Planning, Diversity & Inclusion, Culture Change
Education
Denison University
BA, Economics/History
Lesley University
MS, Training & Development
Berkshire Bank April 2009 - Present
Stifel Bank & Trust 2005 - 2008
Meramec Valley Bank 2003 - 2005
Commerce Bancshares, Inc. 2001 - 2003
BayBank 1987 - 1995
Skills
Loans, Credit Analysis, Loan Review, Compliance, Credit Risk, Credit, Auditing, Portfolio Management, Loan Servicing, Microsoft Excel, Commercial Mortgages, Banking, Loan Origination, Small Business Lending, Financial Analysis, Outlook, Commercial Banking
Education
Bates College
B.A, government and economics
Northeastern University
Certificate, Paralegal Studies
JPMorgan Chase & Co. September 2014 - Present
Brown Brothers Harriman October 2004 - September 2014
Bank of America 1996 - 2004
BayBank June 1994 - April 1996
Education
College of the Holy Cross 1990 — 1994
Working for self 2014 - Present
Massachusetts Growth Capital Corp. December 2011 - December 2014
NewAlliance Bank April 2007 - December 2011
Berkshire Bank December 2000 - April 2007
BayBank 1987 - 1990
Skills
Commercial Lending, Finance, Loans, Commercial Banking, Debt Restructuring, Credit, Workout, Asset Based Lending, Small Business Lending, Turn Around Management, Risk Management, Credit Analysis, Accounting, Commercial Mortgages, Financial Analysis, Banking
Education
San Francisco State University 1975 — 1977
MBA, management
California Polytechnic State University-San Luis Obispo 1967 — 1972
B.S., Business
TD Bank Group June 2010 - Present
TD Wealth Management September 2011 - October 2013
Sovereign Bank 2004 - June 2010
BayBank April 1986 - May 1997
Skills
Wealth Management, Portfolio Management, Investments, Commercial Lending, Commercial Banking, Banking, Credit, Strategic Financial..., Retirement Planning, Financial Analysis, Small Business Lending, Strategic Planning, Cash Management, Business Development, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
M.B.A., Finance and Financial Management Services, Magna Cum Laude
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), economics/accounting, Magna Cum Laude
Stepinac High School 1976 — 1980
RBS Citizens 2001 - Present
Bank Boston 1997 - 1999
BayBank 1984 - 1996
Education
Boston College
Master of Business Administration (MBA)
Westfield State College
Bachelor of Arts (BA), Psychology
Salem Five Bank April 1999 - Present
Salem Five Bank April 1999 - Present
Century Bank 1989 - April 1999
BayBank 1981 - 1989
Skills
Banking, Financial Analysis, Credit, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Portfolio Management, Business Development, New Business Development, Marketing, Underwriting, Investments, Mortgage Lending, Small Business Lending, Asset Managment, Credit Risk, Consumer Lending, Lines Of Credit, Loan Origination
Education
Bates College 1969 — 1973
BA, Economics
Marblehead High School 1966 — 1969
Wells Fargo July 2007 - Present
Wells Fargo Capital Finance April 2001 - June 2007
PrimeStreet Corporation 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1998
BayBank 1992 - 1994
BayBank 1990 - 1992
Skills
Due Diligence, Corporate Finance, Credit Analysis, Private Equity, Portfolio Management, Asset Based Lending, Banking, Financial Modeling, Capital Markets, Middle Market, Credit, Financial Analysis, Mergers & Acquisitions
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science (BS), Finance, General
REIT MANAGEMENT & RESEARCH October 2013 - Present
PerkinElmer November 2011 - October 2013
Genzyme June 2006 - December 2011
Sapient 2001 - May 2006
Adero, Inc. 2000 - 2001
Bingham, Dana, LLP 1999 - 2000
BBN 1994 - 2000
First Winthrop Corporation 1996 - 1999
BayBank 1990 - 1993
Beacon Properties 1990 - 1992
Education
Eastern Nazarene College 2000 — 2003
BS, Business
north quincy high
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Perron & Low / CRJ. Inc. September 2009 - Present
Cabot Corporation September 2008 - September 2012
Staples November 1990 - November 1993
Analog Devices November 1986 - February 1989
BayBank September 1981 - November 1987
Skills
QuickBooks, Financial Accounting, Financial Reporting, QuickBooks Pro
Education
Boston University 1983 — 1987
MBA
Colby College 1976 — 1980
Bachelor's degree
DCAA June 2012 - Present
BayBank 1981 - 1989
Skills
Internal Controls, Financial Reporting, Auditing, Cost Accounting, FAR, Accounting, Financial Accounting, Budgets, QuickBooks, Government Accounting, CPA, GAAP
Education
Bentley College 1990 — 1992
M.S., Taxation
Babson College 1985 — 1987
MBA, Finance
University of Massachusetts Boston 1983 — 1984
B.S., Management
Massachusetts Bay Community College 1981 — 1983
AS, Business
Collier County Government 2002 - 2009
Liberty Financial July 1996 - December 2001
Baybank 1993 - 1996
The Boston Company 1991 - 1993
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, Human Resources
College of the Holy Cross 1965 — 1965
BA, Math
Partners HealthCare March 2004 - Present
PwC August 1991 - February 1999
BayBank June 1981 - June 1991
Education
Bentley College 1983 — 1985
Master of Science in Accountancy, Accounting
Merrimack College 1976 — 1980
Bachelor of Science Business Administration, Finance
AllOne Health December 2013 - Present
AllOne Health February 1996 - November 2013
BayBank 1994 - January 1996
Skills
Leadership, Occupational Health, Process Improvement, Wellness, Health Insurance, Insurance, Coaching, Healthcare Management, Hospitals, Analysis
Education
Colby College 1973 — 1977
Business Administration, Business
Regions Financial Corporation September 2014 - Present
RBS Citizens Financial Group April 2014 - August 2014
RBS Citizens Financial Group November 2006 - April 2014
Sovereign Bank March 2000 - November 2006
BankBoston October 1996 - March 2000
BayBank October 1992 - October 1996
Barclays Bank PLC December 1986 - January 1992
Education
Boston College - Carroll School of Management
MBA
Northeastern University
B.S./B.A.
Berklee College of Music
N/A July 2012 - Present
BayBank 1994 - 1997
Skills
Securities, Investments, Estate Planning, Equities, Risk Management, Investment Advisory, Series 7, Due Diligence, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, minor in economics
College for Financial Planning
AAMS, CRPC, CMFC, Wealth Management
RBS Citizens July 2012 - Present
RBS Citizens Financial Group January 2002 - August 2012
Citizens Bank April 1998 - December 2001
BankBoston January 1996 - April 1998
BayBank September 1982 - April 1994
Skills
Certified Anti-Money..., Bank Secrecy Act, AML, Fraud, Retail Banking, Sanction, Credit, Investigation, OFAC, Project Management, Banking, Operational Risk..., Risk Management, Consumer Lending, Analysis, Loans, KYC, Commercial Banking, Enterprise Risk..., Process Improvement, Financial Services, Regulations, Strategic Planning, Operational Risk, Financial Risk..., Corporate Fraud..., Credit Analysis, Small Business Lending, Portfolio Management, Financial Risk, Management, Credit Risk, Securities, Financial Analysis, Commercial Lending, Anti Money Laundering
Education
Boston University 1982 — 1987
Bachelor's degree, Economics
Santander Bank, N.A. February 2010 - Present
Capmark October 2004 - February 2010
Bank of America September 1989 - October 2004
BayBank June 1982 - September 1989
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Loan Origination, Commercial Mortgages
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Tufts University
Bachelor of Arts (B.A.)
M&T Bank March 2013 - Present
KeyBank February 1992 - August 2000
BayBank May 1986 - September 1991
Skills
Healthcare Finance
Education
Boston University 1979 — 1983
Master of Business Administration (MBA), Finance, General
Colby College
Bachelor of Arts (BA), Psychology & Administrative Science
United Bank February 2007 - Present
Baybank May 1991 - June 2007
Target July 2005 - February 2007
Skills
Banking
Education
Anna Maria College 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
Anna Maria College 1986 — 1990
Bachelor of Arts (BA), Special Education and Teaching
Dartmouth Primary Medicine, LLC December 2007 - Present
Primary Medical Care, Inc. June 1994 - December 2006
John V. Segalla, P.C. September 1983 - June 1994
New Bedford Acushnet Cooperative Bank April 1980 - September 1983
BayBank May 1978 - April 1980
Capital Bank and Trust Company October 1976 - May 1978
Hancock Bank and Trust Company May 1972 - October 1976
Skills
Expert Witness, Real estate and...
Education
American Institute of Banking 1972 — 1977
Economics, Contract Law
Saint John's Seminary 1968 — 1971
Philosophy
Boston State Teacher's College
Dean College