Boston Private Bank
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Boston Private Bank Employees
Boston Private Bank October 2014 - Present
Skills
Banking, Microsoft Office, Management, Marketing Strategy, Financial Analysis, Marketing, Sales, Project Management, Leadership, Marketing Communications, Finance, Customer Service, Strategic Planning, Credit, Portfolio Management, Business Analysis, Risk Management, Retail Banking, Training, Business Strategy, Commercial Banking, Loans, Mortgage Lending
Education
Ateneo de Manila University 2006 — 2010
AB Management Economics
De La Salle Zobel 1993 — 2006
Prep to Senior High School
The Advocator Group June 2013 - June 2015
Salem Five Bank November 2012 - March 2013
Boston Private Bank August 2005 - November 2012
McKinsey & Company 2002 - 2004
Boston University School of Management 2001 - 2002
McKinsey & Company 1996 - 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Simmons College
MSLIS
Trinity College-Hartford
BA
First National Bank of Northern California May 2012 - Present
United American Bank January 2011 - May 2012
Boston Private Bank June 1994 - December 2010
California Commerce Bank June 1986 - June 1994
Bank of the West March 1978 - June 1985
United California Bank June 1970 - February 1978
Skills
Banking, Mortgage Lending, Commercial Lending, Real Estate, Construction Loans, Small Business Lending, Business Development
Education
University of Washington 1965 — 1969
Master's Degree, Pacific Coast School of Banking
University of Wyoming 1965 — 1969
Bachelor's degree, Business Administration and Management, General
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Accenture Strategy May 2015 - Present
Simon-Kucher & Partners March 2014 - December 2014
Cambridge Associates LLC January 2012 - August 2013
Cambridge Associates LLC May 2007 - February 2012
Cambridge Associates LLC August 2004 - May 2007
Boston Private Bank June 2003 - January 2004
Skills
Strategy, Private Equity, Strategic Planning, Venture Capital, Consulting, Pricing, New Business Development, Marketing Strategy, Customer Service, Competition Research, Financial Analysis, Investments, Financial Modeling, Competitive Analysis, Business Strategy, Project Management, Management, Leadership
Education
Fuqua School of Business, Duke University 2012 — 2013
MBA
Babson College 2000 — 2004
BS, Finance
First Technology Federal Credit Union February 2015 - Present
Citi May 2013 - Present
Boston Private Bank March 2012 - May 2013
Zillow.com March 2011 - September 2011
Southwest Funding Group, Inc. December 1994 - December 2010
Premier Financial Group June 1993 - November 1994
Northwest Mortgage June 1992 - June 1993
Zip Chem Products May 1989 - June 1992
Skills
Mentoring, Customer Relations, Marketing Strategy, Lead Generation, B2B, Credit Analysis, Business Analysis, Residential Mortgages, Mortgage Banking, Branch Management, Sales, Underwriting, Investment Properties, Retail, Reverse Mortgages, Management, Loan Origination, Training, Portfolio Management, Small Business Lending, Real Estate, Construction Loans, Online Advertising, Mortgage Lending, Credit, Sales Management, Finance, Sales Operations, Commercial Lending, Leadership, Private Banking, Customer Service, FHA financing, Relationship Management, Banking, CRM, Marketing, Credit Risk, Salesforce.com, Business Development, FHA, Refinance, Risk Management, Loans, VA loans, Investments, USDA, Commercial Mortgages, Coaching, Real Estate Financing
Education
California State University-Long Beach 1991 — 1992
Masters Degree, MBA
Central Washington University
Bachelor of Science, Business Administration, Specialization MarketingManagement
Western Washington University 1983 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Mariner 1976 — 1980
LUMEDX November 2014 - Present
HomeStreet Bank May 2013 - November 2014
Boston Private Bank July 2012 - May 2013
Charter Private Bank September 2009 - May 2012
Skills
Banking, Loans, Credit, Refinance, ACH, Back Office, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis
Education
Seattle Central Community College 2003 — 2005
Bellevue Community College 2001 — 2003
Prime Shine Express Car Wash June 2015 - Present
E. & J. Gallo Winery March 2015 - May 2015
VimHR April 2014 - January 2015
Boston Private Bank August 2013 - March 2014
PrideStaff October 2012 - July 2013
Bank of America February 2012 - September 2012
Ascend Personnel Services July 2010 - February 2012
Washington Mutual/Chase May 2006 - July 2009
Citi January 2005 - May 2006
Washington Mutual Bank January 2002 - January 2005
Skills
Account Management, Customer Service, Microsoft Excel, AML, Microsoft Office, Banking, Financial Services, PowerPoint, Financial Risk, Credit Cards, Risk Management, Retail Banking, Investment Banking, Payments, Credit Risk, Staffing Services, Permanent Staffing, Compliance, Recruiting, Training, Applicant Tracking..., Human Resources
Education
Heald College 1997 — 1999
AAS, Computer Business Administration
'47 August 2015 - Present
CrossFit Hingham December 2014 - Present
STILLETTO'S BY B.BOSTON & ASSOCIATES June 2014 - December 2014
Crossfit Mean Streets February 2013 - December 2014
Carr for Congress 2014 February 2014 - June 2014
J+CO December 2013 - December 2013
Diane Levin Sales September 2013 - November 2013
Jaya Apparel Group LLC September 2012 - June 2013
Boston Private Bank August 2009 - June 2012
Sovereign Bank August 2007 - July 2009
Skills
Banking, Outlook, Microsoft Excel, Management, Credit, Illustrator, Photoshop, Technical Design, Fashion Design, Tech Packs, Fabric Selection, Pattern Design, Sewing, Sketching, Microsoft Word, PowerPoint, Finance, Cash Management, Customer Satisfaction, Microsoft Office, Customer Service, Specs
Education
Fashion Institute of Design & Merchandising 2012 — 2013
A.A., Merchandise Product Development, Prof. Designation, 3.75
Bridgewater State College 2006 — 2010
B.S., Finance
Citi August 2014 - Present
Greater Madison Convention & Visitors Bureau July 2014 - October 2014
Greater Madison Convention & Visitors Bureau February 2013 - June 2014
Apple March 2012 - December 2012
Blizzard Entertainment August 2010 - March 2012
Santander Private Banking International July 2007 - November 2009
Boston Private Bank February 2007 - July 2007
Banco de Chile September 2006 - February 2007
SunTrust Bank August 2004 - September 2006
Skills
IT Infrastructure..., IT Solutions, IT Strategy, Access, Troubleshooting, Project Management, Italian, Windows, IT Operations, Networking, Disaster Recovery, Windows Server, Servers, Active Directory, Technical Support, Help Desk Support, VMware ESX, Windows XP, Citrix, Windows 7, Microsoft Exchange, VMware, System Administration, Event Management, Customer Service, Time Management, Social Media Marketing, Social Media, Leadership, Banking
Education
Florida International University
Bachelor of Arts (B.A.), English Language and Literature, General
Boston Private Bank August 2014 - Present
Wells Fargo February 2014 - August 2014
The Cheesecake Factory September 2011 - April 2014
Skills
Customer Service, Banking, Credit, Retail Banking, Cash Management, Commercial Banking, Client Services, Relationship Management, Peer Leadership, Peer Support, Payments, Deposits, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Retention Management, Receptionist Duties
Education
Chabot College 2007 — 2010
iStar October 2013 - Present
Related June 2013 - September 2013
Romney Presidential Campaign June 2012 - August 2012
eRelyx June 2012 - August 2012
Boston Private Bank June 2011 - August 2011
Skills
Real Estate Sales..., PowerPoint, Financial Modeling, Microsoft Excel, Research, Microsoft Office, Spanish, Microsoft Word, Financial Analysis, Data Analysis, Market Research, Editing, Argus Modeling
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Boston University 2013 — 2013
Bachelor's degree, Real Estate
Boston Private Bank February 1998 - Present
First National Bank of Boston November 1987 - February 1998
Fortune Savings Bank Clearwater Florida July 1984 - October 1987
Skills
Banking, Loans, Real Estate Economics, Portfolio Management, Private Banking, Team Building, Commercial Banking, Credit, Small Business Lending, Commercial Lending, Mortgage Lending, Credit Analysis, Asset Management, Team Leadership, Wealth Management, Residential Mortgages, Fiduciary Services, Trust Services, Relationship Management
Education
Eastern Nazarene College
Bachelor of Science, Physical Education
Presidio Bank January 2014 - Present
Boston Private Bank July 2011 - December 2013
Boston Private Bank (Borel Private Bank & Trust Company) October 2008 - July 2011
Five Star Bank - California February 2006 - September 2008
Skills
Commercial Lending, Small Business Lending, Credit, Loans, Commercial Banking, Banking, Cash Flow, Lines Of Credit, Commercial Mortgages, Private Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Finance, Asset Based Lending, Mortgage Lending, Refinance, Cash Management, Relationship Building, Financial Analysis, Investments
Education
California State University-Sacramento 2003 — 2005
Bachelor of Science (BS), Business Administration, Concentration in Finance
California Bankers Association 2006 — 2007
Commercial Lending School
California Bankers Association 2007 — 2008
Graduate Commercial Lending School
Boston Private August 2015 - Present
Boston Private Bank July 2014 - August 2015
Skills
Teamwork, Credit Analysis, Financial Modeling, PowerPoint
Education
Amherst College 2010 — 2014
Bachelor's Degree, Economics
Homestreet Bank August 2014 - Present
Sterling Savings May 2013 - February 2014
Boston Private Bank April 2011 - May 2013
Northern Trust May 2005 - April 2011
Skills
Loans, Credit, Private Banking, Credit Analysis, Commercial Banking, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Wealth Management, Small Business Lending, Strategy, Underwriting, Retail Banking
Education
University of Puget Sound 1981 — 1982
Master of Business Administration (MBA), Finance
California State University-Long Beach 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Boston Private Bank June 2015 - Present
Ropes & Gray LLP May 2014 - April 2015
Mercury Systems May 2013 - August 2013
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance and Operations; History Minor
Belmont High School 2008 — 2012
High School
Compass Lexecon April 2015 - Present
Compass Lexecon July 2013 - March 2015
Boston Private Bank June 2012 - August 2012
Gillibrand for Senate June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, SAS, Stata
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Needham High School 2005 — 2009
NYU Prague
Boston Private Bank October 2009 - Present
Boston Private Bank July 2007 - October 2009
Boston Private Bank September 2005 - July 2007
Boston Private Bank January 2003 - September 2005
PNC Bank, New England July 1990 - July 1999
PNC Bank, New England July 1988 - June 1990
PNC Bank, New England June 1986 - June 1988
Skills
Anti Money Laundering, BSA, OFAC, Fraud, Banking, Risk Management, USA PATRIOT Act
Education
Bentley University 1980 — 1983
Marketing Management
Boston Private Wealth LLC May 2015 - Present
Boston Private Wealth LLC June 2014 - May 2015
Boston Private Bank September 2012 - June 2014
Boston Private Bank & Trust Company June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
BA, Economics and Sociology
Cancun Restaurant July 2014 - Present
Boston Private Bank June 2014 - July 2014
Enterprise Rent-A-Car July 2013 - May 2014
Neighborhood Health Plan April 2013 - June 2013
LifePlans, Inc. January 2013 - March 2013
Skills
Customer Satisfaction, Customer Service, Sales, Customer Retention, Fleet Management, Cold Calling, Sales Management, Profit, Vehicles, Sales Process, Automotive, Account Management, Financial Analysis, Management, Sales Operations, Research
Education
College of Mount Saint Vincent 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Boston College High School 2004 — 2008
Admirals Bank September 2014 - Present
Boston Private Bank August 2013 - November 2014
Berkley Point Capital July 2013 - August 2013
Toro Consulting Group January 2013 - July 2013
Salem Five Bank October 2012 - December 2012
P&P LAW March 2009 - June 2010
Mortgage Options of America June 2005 - March 2009
Global Home Loans Bank February 2003 - March 2005
Fidelity Investments September 2000 - October 2001
Skills
Real Estate, Investment Properties, Mortgage Lending, Residential Mortgages, Jumbo Mortgage, VA loans, FHA financing
Education
Harvard University 2013 — 2017
Master of Science (MS), Finance, General
Delaware State University 1995 — 1999
Bachelor of Science, Economics (Finance & Accounting) and Business Administration
Hesser College 1994 — 1995
Bank of America November 2013 - Present
MICROS Systems Inc June 2013 - November 2013
Boston Private Bank June 2012 - August 2012
New England Sports Network February 2012 - May 2012
Travelers December 2011 - January 2012
Travelers June 2011 - August 2011
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Risk Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (M.B.A.)
Boston College 2009 — 2013
BA, Economics and Political Science
Simsbury High School 2005 — 2009
CohnReznick LLP March 2015 - Present
CohnReznick LLP July 2014 - March 2015
MIT December 2012 - July 2014
Ercolini & Company LLP March 2014 - June 2014
Boston Private Bank August 2013 - March 2014
Boston Private Bank February 2013 - August 2013
Christian Life Center Vacation Bible School August 2004 - August 2013
Arrowstreet Capital November 2012 - February 2013
Barnes & Noble January 2013 - January 2013
Wentworth Institute of Technology December 2012 - December 2012
Skills
Microsoft Office, Raiser's Edge, Datatel, ENPS, Alumnifinder.com, Wordpress, Fundraisers, WordPress, Nonprofits, Volunteer Management, Outlook, Microsoft Excel, Marketing Communications, Microsoft Word
Education
Emmanuel College 2008 — 2012
Bachelor's degree, English Communications
John D. O'Bryant High School of Mathematics and Science 2004 — 2008
Boston Private Bank October 2011 - Present
Wells Fargo Bank April 2008 - September 2011
Wells Fargo Business Banking June 2005 - April 2008
Wells Fargo Business Banking October 2001 - June 2005
Starpoint Solutions February 1999 - August 2001
Siemens Automation Group March 1996 - January 1999
US Navy June 1988 - June 1994
Skills
Public Speaking, Problem Solving, Cash Management, Negotiation, Networking, New Business Development, Business Analysis, Sales Management, Strategic Hiring, Marketing Strategy, Treasury Management, Investments, Private Banking, Commercial Banking, Mortgage Lending, Mergers & Acquisitions, Credit, Real Estate, Management, Credit Analysis, Finance, Risk Management, Banking, Portfolio Management, Leadership, Loans, Sales, Financial Services, Small Business, Commercial Lending, Cross Selling, Financial Analysis, Marketing, Asset Management, Wealth Management, Training, Loan Origination, Credit Risk, Commercial Mortgages, Due Diligence, Retail Banking, Underwriting, Financial Modeling, Valuation, Strategic Financial..., Asset Based Lending, Corporate Finance, Capital Markets, Private Equity, Entrepreneurship
Education
Golden Gate University
Bachelor’s Degree, Business Management, Magna Cum Laude
Boston Private Bank September 2012 - Present
HSBC August 2008 - August 2012
Citi 2003 - 2008
Merrill Lynch 1998 - 2000
Skills
Commercial Banking, Series 7, Securities, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Credit Risk, Consumer Lending, Lines Of Credit, Treasury Services, Asset Based Lending, Retail Banking, Treasury Management, Investments, Finance, Private Banking, Wealth Management, Cash Management, Commercial Mortgages, Portfolio Management
Education
Southwestern University School of Law 1987 — 1990
Juris Doctorate
California State University-Los Angeles 1986 — 1988
BA in Economics
Gordon Conwell Theological Seminary July 2014 - Present
New England College of Business and Finance 2010 - Present
Boston Private Bank April 2013 - July 2014
Boston Private Bank April 2013 - July 2014
Boston Private Bank December 2007 - July 2014
Rockport National Bank August 2006 - July 2007
Boston Financial Data Services June 2005 - July 2006
Rockport National Bank June 2004 - January 2005
Circuit City October 1998 - April 2004
Skills
Banking, Outlook, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Data Entry, Sales, Balance, Finance, Microsoft Money, Critical Thinking, Policy Analysis, Credit, Accounting, Financial Analysis, Budgets, Analysis, Management, Account Reconciliation, Accounts Payable
Education
New England College of Business & Finance 2009 — 2010
Master of Science, Finance
Eastern Nazarene College 2001 — 2005
B.S., Business Management
LCA 1996 — 2001
SMC Private Investments August 2007 - Present
Boston Private Bank June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Skills
Morningstar, Excel, TradeStation, Wealth Management, Value Investing, Technical Data Analysis, Investment Advisory, Equity Trading, Equity Research Analysis, Day Trading, Bloomberg Terminal, Mutual Funds, Financial Markets, Microsoft Excel, ETFs, Investment Management, Finance, Equities, Portfolio Management, PowerPoint, Bloomberg
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance
First Republic Private Wealth Management April 2012 - Present
Boston Private Bank November 1999 - April 2012
BankBoston 1996 - November 1999
Baybank Investment Management 1993 - 1996
Bank America 1987 - 1992
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Equities, Client Service, New Business Development, Portfolio Management, Wealth Management, High Net Worth..., Investment Management, Alternative Investments, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA, Finance
University of Massachusetts, Amherst 1978 — 1982
BS, Political Science/Economics
Boston Private Bank December 1996 - Present
Bank of Hollywood April 1992 - December 1996
Santa Monica Bank May 1989 - April 1992
Skills
Expert in travels in..., Expert..., Small Business Lending, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Credit, Small Business, Credit Analysis, Portfolio Management, New Business Development, Investments, Mortgage Lending, Business Development, Banking, Commercial Mortgages, Loan Origination, Cash Management, Underwriting, Finance, Treasury Management, Credit Risk, Refinance, Financial Services, Due Diligence, Mortgage Banking, Strategic Financial..., Asset Management, Risk Management, Executive Management
Education
California State University-Northridge
BA and MA, History and Administration
Culver High School
Boston Center for the Arts November 2014 - Present
Centre for the Living Arts September 2013 - November 2014
Massachusetts College of Art and Design July 2010 - August 2013
Museum of Fine Arts, Boston July 2008 - July 2010
Museum of Fine Arts, Boston July 2006 - July 2008
Museum of Fine Arts, Boston October 2004 - July 2006
Boston Private Bank August 2001 - October 2004
Skills
Fundraising, Annual Giving, Nonprofits, Stewardship, Volunteer Management, Philanthropy, Event Planning, Grants, Arts Administration, Museums, Alumni Relations, Program Development, Event Management, Visual Arts, Board Development, Art History, Social Media, Grant Writing, Higher Education, Non-profits, Raiser's Edge, Editing, Strategy, Volunteer Recruiting, Leadership, Public Speaking, Management, Major Gifts, Corporate Relations, Community Outreach, Capital Campaigns
Education
Boston University 2002 — 2005
M.S., Arts Administration
University of Virginia 1997 — 2001
B.A., Art History
Brookline High School 1993 — 1997
Foundation Bank September 2013 - Present
Sterling Bank May 2013 - August 2013
Boston Private Bank May 2012 - May 2013
Boston Private Bank (formerly Charter Private Bank) June 2008 - May 2012
U.S. Bank November 2007 - June 2008
Skills
Financial Services, Project Management, High level of initiative, Customer Service, ACH, Operations Management, Highly detail oriented, Microsoft Office, Data Analysis, Troubleshooting, Fraud Detection, Logical Thinker, Accurate Data Entry, Organization &..., Office Administration, Customer Retention, Commercial Banking, Meet Deadlines, Cash Management, Banking, Risk Management, Deposits, Bank Secrecy Act, Credit Cards, Treasury Services
Education
Central Washington University 2005 — 2007
BS, Business - Finance
Eastern Washington University 2003 — 2005
Boston Private Bank September 2010 - Present
Liberty Tax Service January 2015 - April 2015
Boston Private Bank April 2007 - February 2011
Boston Private Bank November 2005 - April 2007
Save Mart Supermarkets 1993 - 2005
Skills
Banking, Financial Analysis, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Cash Management, Credit, Portfolio Management, Mortgage Lending, Financial Services, Customer Service, Risk Management, Leadership, Private Banking, Finance, Accounting, Management, Credit Risk, Financial Reporting, Auditing
Education
Northeastern University 2006 — 2013
Bachelor of Science (BS), Accounting & Finance
Fresno City College 1993 — 1995
Business
Boston Private Bank February 2011 - Present
Boston Private Financial Holdings September 2009 - January 2011
GE January 2007 - September 2009
General Electric January 2007 - September 2009
GE Money January 2007 - September 2009
GE Capital January 2007 - September 2009
Federal Reserve Bank of Boston 1991 - 2006
KPMG Advisory November 2004 - December 2005
Skills
Enterprise Risk..., Risk Management, Basel II, Economic Capital, Financial Risk, Banking, Credit Risk, Credit, Operational Risk..., Operational Risk, Financial Services, Derivatives, Market Risk, Loans, Capital Markets, Program Management, Portfolio Management, Financial Modeling, Due Diligence, Finance, Financial Institutions, AML, Credit Analysis, Strategy, Financial Markets, Commercial Banking, Fixed Income, Corporate Finance, Structured Finance, Equities, Securities, Treasury Management, ALM, Valuation, Asset Management, Investment Banking, Bloomberg, Treasury, Hedge Funds, Financial Analysis, Liquidity Risk, Investments
Education
Northeastern University - Graduate School of Business Administration 1983 — 1986
MBA, Finance
Fairfield University 1976 — 1980
BA, Economics
Brookline Bank January 2015 - Present
Brookline Bank August 2011 - January 2015
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Max Downtown July 2009 - August 2009
Skills
Credit, Loans, Analysis, Due Diligence, Commercial Lending, Financial Modeling, Social Networking, Microsoft Excel, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Real Estate, Valuation
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
O'Connor & Drew, P.C. September 2014 - Present
Medeventus Inc. October 2012 - September 2014
Navin, Haffty & Associates April 2013 - February 2014
InVivo Therapeutics January 2009 - December 2012
Boston Private Bank March 2008 - December 2008
Pitney Bowes January 2006 - February 2008
Education
Brandeis University 2015 — 2017
Master’s Degree, Medical Informatics
Northeastern University 2007 — 2013
Bachelor's Degree, Healthcare Management
IdeaPaint May 2015 - Present
IdeaPaint March 2015 - April 2015
IdeaPaint January 2015 - February 2015
Brook Venture Partners May 2014 - December 2014
Boston Private Bank June 2013 - August 2013
Manchester Athletic Club June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Business Strategy, Project Management, Team Leadership, Account Management, New Business Development, Lead Generation, Sales Operations, Salesforce.com
Education
Furman University 2010 — 2014
(BA), Business Administration
The Governor's Academy 2006 — 2010
FactSet September 2014 - Present
Credit Suisse July 2013 - June 2014
Hollister Staffing February 2013 - May 2013
Beta Alpha Psi February 2012 - May 2013
Credit Suisse May 2012 - August 2012
Boston Private Bank June 2011 - August 2011
Straight Wharf Restaurant May 2010 - August 2010
Hollister, Inc January 2008 - February 2008
Skills
Microsoft Excel, Business Communications, iGrafx, PowerPoint, Leadership, Social Media, Time Management, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA, Finance Major, Professional Writing Minor, Cum Laude
Richmond, The American International University in Florence, Italy 2011 — 2011
Dover-Sherborn Regional High School 2005 — 2009
david french & associates May 2015 - Present
Boston Private Bank May 2013 - February 2015
Cambridge Savings Bank 2012 - 2013
Symetra Financial 2010 - 2011
Columbia Futures Group 2010 - 2010
Merrill Lynch Wealth Management 2008 - 2008
Skills
Data Analysis, Monte Carlo Simulation, Financial Modeling, Equity Valuation, Market Research, Underwriting, Credit Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
Seattle University-Albers School of Business and Economics 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Economics
Vertex Pharmaceuticals August 2015 - Present
Vertex Pharmaceuticals April 2014 - July 2015
Vertex Pharmaceuticals March 2013 - March 2014
Great Neck Elementary School January 2012 - May 2012
Boston Private Bank June 2011 - January 2012
Transitional Data Services December 2010 - January 2011
Anti-Defamation League New England May 2010 - August 2010
Skills
Diversity Training, Facilitating, Project Management, Public Speaking, Communications, Presentations, Event Planning and..., Teaching, Community Outreach, Volunteer Management, Youth Development, Fundraising, Research, Spanish, International Traveler, Microsoft Office, Interviews, Organizational..., Program Management, PowerPoint, Program Development, Program Evaluation, Public Relations, Grant Writing, Communication
Education
Connecticut College 2008 — 2012
BA, Human Development, Education, Community Action and Public Policy Certification, 3.78 GPA magna cum laude
Lincoln-Sudbury Regional High School 2004 — 2008
3.65 GPA cum laude
Boston Financial Investment Management (formally MMA Financial until Aug. 2009) March 2005 - Present
Bank of America 2000 - 2005
Boston Private Bank 1997 - 2000
Skills
Real Estate Economics, Asset Management, LIHTC, Real Estate, Affordable Housing, Tax Credits, Real Estate Development, Due Diligence, Disposition, Credit, Asset Managment
Education
Universidad Fidélitas 1992 — 1994
Licenciatura en Administracion de Negocios con enfasis en Finanzas y Banca
Universidad Autónoma de Centro América 1987 — 1990
Bachiller en Administracion - Cum Laude Probatus
Boston Private January 2014 - Present
Boston Private Bank March 2007 - December 2013
Bank of America August 1991 - May 2006
Skills
Banking, Commercial Banking, Retail Banking, Relationship Management, Small Business Lending, Credit, Loans, Financial Services, Strategy, Management, Private Banking, Consumer Lending, Wealth Management, Portfolio Management, Fixed Income, Investments, Bank Mergers, Sales Management, Sales Operations, Team Building, Commercial Lending, Team Leadership, Sales, Growth Strategies, Sales Growth, Capital Raising, Client Growth, Mergers & Acquisitions, Credit Analysis, Asset Management, Risk Management, Cash Management, Mortgage Lending, Credit Risk, Underwriting, Financial Risk, Leadership, Executive Management
Education
Boston University
BS
Northeastern University - Graduate School of Business Administration
MBA
Harvard Business School July 2007 - Present
BuildingVision, Inc. September 2000 - Present
Mount Auburn Hospital 1998 - Present
Route Three L.P. July 1997 - Present
Vela Systems, Inc. July 2004 - June 2012
Boston Private Bank June 2007 - May 2011
YPO July 1992 - June 2010
George B. H. Macomber Company September 1983 - January 2007
WGBH 2002 - 2006
Collaborative Structures June 1995 - December 2000
Skills
Investment Properties, Real Estate Development, Teaching, Contractors, Project Finance, Resource Efficiency, Real Estate, Construction, Real Estate Investment, Public Speaking, Real Estate Finance, Public-private..., International Real..., Executive Education, Real Estate Economics, Team Building, Strategic Planning, Start-ups, Negotiation, Marketing Strategy, Mergers & Acquisitions, Commercial Real Estate, Cleantech, Entrepreneurship, Valuation, Investments, Venture Capital, Strategy, Private Equity, Leadership, Sustainability, Management, Finance, Business Strategy, Business Development, Public/private...
Education
Harvard Business School 1981 — 1983
MBA, Business Administration and Management, General
Dartmouth College 1973 — 1978
BA cum laude, Mathematics in the Social Sciences
Harvard University Graduate School of Design
First Republic Bank August 2006 - Present
First Republic 2006 - Present
Boston Private Bank July 2001 - 2006
Citizens Bank (formerly USTrust Company) January 1997 - June 2001
State Street Bank January 1995 - December 1997
Fleet Bank of Massachusetts (formerly Bank of New England) March 1982 - September 1991
The Gillette Company September 1980 - March 1982
Education
Harvard Business School 1978 — 1980
MBA
Wellesley College
BA, Psychology, Economics
Boston Private Bank December 2007 - Present
Acorn Management January 1991 - November 2005
Bank of Boston July 1984 - December 2000
Skills
Construction Loans, Asset Management, Commercial Banking, Investment Properties, Real Estate, Banking, Mortgage, Underwriting, Portfolio Management, Financial Analysis, Due Diligence, Strategic Planning, Real Estate Finance, Credit, Negotiation, Loans, Valuation, Financial Modeling, New Business Development, Microsoft Office, Private Equity, Debt, Capital Markets, Problem Solving, Funding, Financial Planning, Excel, Affordable Housing, Real Estate Economics, Commercial Real Estate, Real Estate Development, Commercial Mortgages, Credit Analysis, Real Estate Financing, Financial Structuring, Mortgage Lending, Commercial Lending, Finance, Investments, Management, Risk Management, Credit Risk, Wealth Management, Mergers & Acquisitions, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1991
MBA, Business Administartion - Finance and Marketing, Graduated Cum Laude
Boston University - School of Management 1977 — 1981
Bachelor of Science (BS), Busness administration, Graduated Magna Cum Laude
Wellesley Bank February 2014 - Present
Boston Private Bank May 2012 - January 2014
Boston Private Bank July 2011 - June 2012
Rocky Mountain Bank February 2011 - June 2011
Wells Fargo May 2010 - February 2011
Cloudveil Mountain Works June 2009 - March 2010
Hoback Sports June 2008 - June 2009
Astrid Boutique January 2006 - January 2007
Café Guru June 2004 - September 2006
Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate
University of Maryland College Park 2004 — 2008
BS, Marketing
Robert H. Smith School of Business 2003 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Outdoor Education
The Key School
High School Diploma
Hasbro, Inc. December 2014 - Present
Neiman Marcus Group and Bergdorf Goodman April 1999 - December 2014
Houghton Mifflin Harcourt (f/k/a Harcourt General) 1999 - 2000
Quaker Fabric 1994 - 1998
Boston Private Bank 1989 - 1991
Skills
Intellectual Property, Licensing, Copyright Law, Corporate Law, Privacy Law, Litigation, Data Privacy, Trademarks, Legal Writing, Commercial Litigation, Employment Law, Management, E-commerce, Legal Research, Retail, Negotiation, Leadership, Advertising, Contract Negotiation, Public Speaking, Due Diligence, Legal Issues, Mediation, Litigation Management, Mergers & Acquisitions, Arbitration, Legal Assistance, Corporate Governance, Legal Compliance, CARD Act, Credit Cards, Consumer Privacy, eCommerce, Data Breach, Customer tracking and..., Social Media, Training, Microsoft Office, Project Management, Research, Legal Advice, PowerPoint, Strategy, Policy
Education
Boston College Law School 1991 — 1994
JD, Law, cum laude
Northeastern University 1985 — 1989
Bachelor of Science (BS), Political Science, magna cum laude
Queen's University Belfast
Study Abroad, International/Global Studies
Institute of Public Administration, Dublin Ireland
Study Abroad, International/Global Studies
Arbor Commercial Mortgage May 2015 - Present
Boston Private Bank May 2014 - August 2014
Energi Insurance Services, Inc. May 2013 - January 2014
Groe Advisors LLC November 2012 - May 2013
Skills
Mircrosoft Access,..., Microsoft Excel, Vlookup, Simulations, MS Excel Pivot Tables, Performance Dashboards, Minitab, Microsoft Word, Finance, PowerPoint, Sales, Salesforce.com, Capital IQ, Social Media, Access, Bloomberg Terminal, Financial Analysis, Morningstar, Data Analysis, Customer Service, Microsoft Office
Education
Babson College 2011 — 2015
Bachelor of Science, Business Administration; Finance and Strategic Management
Lawrence Academy 2006 — 2010
High School Diploma
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
Boston Private Bank September 2010 - Present
Self Employed 1995 - 2015
Broad Institute April 2004 - September 2010
DPI 1994 - 2003
Skills
Event Planning, Editing, Proofreading, Writing, Copy Editing, Scheduling, Organizing
Education
Boston College 1985 — 1988
BA, Education and English
University of Alabama 1984 — 1985
GlenOak High School 1980 — 1984
High School
Boston Private Bank June 2015 - Present
Boston Private Bank & Trust Company December 2013 - Present
Freelance October 2012 - December 2013
Extreme Reach March 2012 - January 2013
Brookline Interactive Group August 2011 - December 2011
Framingham State University August 2008 - December 2011
Framingham State University 2009 - 2010
Skills
Time Management, Customer Service, Active Directory, Microsoft Exchange, Technical Documentation, Technical Support, Editing, Graphic Design, Photoshop, Photography, Ticketing Systems, Remote Desktop, Microsoft Technologies, Video Conferencing, Windows 7, Leadership, Microsoft Word, Networking, PowerPoint, Social Media
Education
Framingham State University 2007 — 2011
BA, Communication Studies
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank July 2012 - May 2015
Rockland Trust November 2007 - July 2012
Wood Mackenzie, Inc. January 2007 - October 2007
Appleton Partners, Inc. October 2001 - January 2007
Thomson Financial September 2000 - September 2001
Skills
Financial Analysis, Banking, Investment Management, Big-picture Thinking, Financial Reporting, Finance, Wealth Management, Credit Analysis, Financial Services, Investment Advisory, Series 7, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Equities, Investments
Education
Duke University 1996 — 2000
BS, Psychology, Pre-Med
Boston Private Bank & Trust Company January 2007 - Present
Boston Private Bank January 2007 - January 2012
Gallo Sales Company November 2004 - August 2006
Skills
Law Firms, Non-profits, Contractors, Real Estate, Receivers, Venture Capital, Private Equity, Portfolio Management, New Business Development, Loans, Credit, Negotiation, Banking, Trusts, Investments, Strategic Planning, Nonprofits, Mortgage Lending, Management, Cash Management, Accounting, Sales, CRM, Insurance, Wealth Management, Commercial Banking, Finance, Asset Management, Private Banking, Credit Analysis
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Economics, Business and Marketing
St. Ignatius College Preparatory 1996 — 2000
College Prep
Rodan + Fields 2015 - Present
Brookline Bank September 2010 - April 2011
Boston Private Bank August 2008 - August 2010
Boston Private Bank April 2007 - August 2008
Mr. Tux 2005 - 2006
TD 2004 - 2005
The Men's Wearhouse, Inc. 2000 - 2004
Skills
Banking
Education
Bentley University
Business Management
Point Park University
Dance (Ballet Concentration)
Boston Private Bank February 2014 - Present
Boston Private Bank February 2013 - February 2014
Boston Private Bank June 2010 - February 2013
Boston Private Bank June 2009 - August 2009
Skills
Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Banking, Economics
Education
Hobart and William Smith Colleges 2006 — 2010
BA, Economics
DataCandy August 2014 - June 2015
buzz Solutions October 2012 - August 2014
Aptilon August 2007 - October 2012
Just For Laughs May 2007 - July 2007
Purkinje August 2006 - April 2007
Just For Laughs May 2006 - July 2006
Boston Private Bank May 2005 - August 2005
Boston Private May 2004 - August 2004
Bell Mobility 2000 - 2003
Skills
Marketing, Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Public Relations, Strategy, Strategic Planning, Competitive Analysis, Advertising, Multi-channel Marketing, Media Planning, CRM, Pharmaceutical Industry, Copywriting, Digital Marketing, Social Media Marketing, Content Marketing, Content Writing, Corporate Branding, Brand Awareness, Loyalty Programs, Loyalty Marketing, Lead Generation
Education
Babson College 2003 — 2005
MBA, Marketing and Global Management
McGill University 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Marianopolis College 1993 — 1995
Diploma of College Studies, Commerce
Brook Venture Partners February 2012 - Present
New Balance June 2010 - August 2010
First Atlantic Capital LLC & Collins Nickas &Co LLC June 2009 - August 2009
Boston Private Bank June 2008 - August 2008
Skills
Due Diligence, Lead Generation, Leadership, Valuation, Private Equity, Venture Capital, Marketing, Financial Modeling, Mergers & Acquisitions, Government, Fine Art
Education
Connecticut College 2007 — 2011
BA, Government and Studio Art
Tuck School of Business at Dartmouth 2011 — 2011
Program Certificate, Business Bridge Program
Scuola Internazionale di Grafica 2009 — 2009
Studio Art
Governor Dummer Academy 2003 — 2007
loanDepot, LLC dba Mortgage Master September 2015 - Present
Astadia/Vertex Pharmaceuticals December 2014 - September 2015
Dell August 2013 - June 2014
Boston Private Bank June 2013 - July 2013
Bank of America December 2006 - September 2011
New England Institutional Review Board March 2006 - November 2006
Skills
Analysis, Banking, Hardware, Disaster Recovery, Technical Support, Process Improvement, Leadership, Management, CRM, Software Installation
Education
Curry College 2014 — 2017
Bachelor of Arts (B.A.), Information Technology
Quincy College 2003 — 2006
Associate of Science (A.S.), Computer Science
Benjamin Franklin Institute of Technology 2002 — 2003
Associate of Science (A.S.), Electrical and Electronics Engineering
Arthur J. Gallagher & Co. August 2015 - Present
Lynch/Van Otterloo YMCA June 2011 - Present
William Gallagher Associates June 2015 - August 2015
Connecticut College Men's Soccer Team August 2011 - August 2015
U.S. Immigration and Customs Enforcement (ICE) May 2014 - August 2014
Boston Private Bank June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Organization, Leadership, Communication, Moody's, Diligent, Critical Thinking, Administrative..., Teamwork, Fundraising, Editing
Education
Connecticut College 2011 — 2015
Economics, 3.58 GPA
I.S.I, Palazzo Rucellai, Florence, Italy 2014 — 2014
Bishop Fenwick High School 2007 — 2011
Unum June 2015 - Present
Hobart and William Smith Colleges Admissions Office September 2014 - May 2015
William Smith Club Soccer September 2011 - May 2015
Treble Street Soup Kitchen 2005 - 2015
Hobart and William Smith Colleges September 2011 - September 2014
Boston Private Bank June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Keller Williams Real Estate May 2013 - August 2013
Boys and Girls Clubs of America February 2013 - May 2013
Keller Williams Real Estate June 2011 - December 2012
Skills
Social Media, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Time Management, Data Entry, Facebook, Event Planning, Sales, Social Networking, Teamwork, Access, Retail, Leadership, Event Management, Finance, Wealth Management
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor's degree, Majors: Economics, International Relations Minor: Political Science
Charles University in Prague 2013 — 2013
Economics, International Relations, History, Political Science
Falmouth High School 2007 — 2011
EY September 2015 - Present
Boston Private Bank June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Financial Reporting, Public Speaking, Social Media, Accounting, Research, Financial Accounting, QuickBooks, Time Management, Financial Analysis, Teamwork, Accounts Payable
Education
Bentley University 2014 — 2015
Master's Degree, Accounting
The University of Connecticut 2010 — 2014
Bachelor's Degree, Accounting
William Blair & Company May 2015 - Present
Boston Private Bank July 1998 - May 2015
BankBoston May 1992 - July 1998
Skills
Banking, Management, Commercial Banking, Equities, Portfolio Management, Financial Services, Asset Management, Finance
Education
Emmanuel College 1995 — 2001
Bachelor's degree, Business Administration and Management, General
Quincy High School 1982 — 1985
ClearPath Capital Partners 2014 - Present
E3 Healthcare LLC 2013 - 2013
Sonus 2012 - 2012
Boston Private Bank 2011 - 2011
Boston Private Bank 2007 - 2010
Skills
Wealth Management, Asset Allocation, Secondary Market, Financial Analysis, Retirement Planning, Portfolio Management, Economics, Accounting
Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General
Copenhagen Business School
Saint Francis High School
U.S. Trust, Bank of America Private Wealth Management June 2013 - Present
Boston Private Bank April 2012 - May 2013
SEI Investments July 2009 - February 2012
SEI Investments June 2006 - June 2009
SEI Investments June 1999 - May 2006
SEI Investments July 1994 - May 1999
Skills
Wealth Management, Certified Financial..., New Business Generation, New Business Development, Consultative Selling, Complex Sales, Practice Management, Business Strategy, Strategy Development, Process Consulting, Account Management, Large Account Sales, Building Relationships, Developing Client..., Investment Advisory, Trust Accounting, Trust Services, Asset Management, Investment Strategies, Asset Allocation, Product Management, Product Design, Product Launch, Product Strategy, Outsourcing, Mutual Funds, Asset Managment, Relationship Management, Investments, Business Development, Accounting, Sales, Securities, Portfolio Management, Strategy, Selling
Education
Georgia Institute of Technology 1988 — 1994
Bachelor, Electrical Engineering, Minor in Economics
Prosper Marketplace July 2014 - Present
Commerce Mortgage January 2013 - September 2013
Bank of America June 2011 - January 2013
Boston Private Bank September 2006 - June 2011
Skills
Mortgage Lending, Banking, Loans, Credit, Mortgage Underwriting, Credit Analysis, Small Business Lending, Private Banking, Underwriting, Credit Risk, Refinance, Retail Banking, Finance, Financial Risk, Risk Management
Education
Triton College 1994 — 1996
Computer Science
City Colleges of Chicago-Wilbur Wright College 1992 — 1994
Business Administration, Management and Operations
UMCS Lublin, Poland 1987 — 1991
Political Science and Government
Boston Private Bank June 2015 - August 2015
Journeys October 2013 - June 2014
Skills
Public Speaking, Microsoft Word, Management, Community Outreach, Microsoft Excel, Customer Service, PowerPoint, Project Management, Leadership, Research, Quantitative Research, Qualitative Research, Community Investment, Community Service, Music Production, Audio Engineering, Photoshop
Education
Hampton University 2014 — 2019
Master’s Degree, Business Administration and Management, General, Sophmore
El Camino Real Charter High-School 2010 — 2014
Potpourri Group July 2015 - Present
BG PPC Consulting January 2013 - Present
PetEdge November 2013 - July 2015
PetEdge June 2012 - November 2013
Exclusive Concepts 2011 - 2012
iProspect 2011 - 2011
Transition from Banking to Marketing 2009 - 2011
Boston Private Bank 2007 - 2010
Bank of America 2004 - 2007
FleetBoston Financial December 2001 - October 2004
Skills
Analytics, Web Analytics, E-commerce, Lead Generation, Email Marketing, PPC, Management, Strategy, Google Analytics, Marketing Strategy, CRM, Social Media, Social Media Marketing, Online Marketing, SEM, Market Research, Analysis, Product Management, Marketing, Google Adwords, Competitive Analysis, Digital Strategy, Facebook, Entrepreneurship, Marketing Research, Mobile Marketing, Product Development, SPSS, Public Speaking, Marketing Analytics, Microsoft Excel, Leadership, Advertising, Blogging, Copywriting, Online Advertising, Digital Marketing, Omniture, MSN AdCenter, Online Marketing..., Start-ups, Web Marketing, Sales Operations, Business Planning, SEO, Bing Ads, Microsoft Word, PowerPoint, CRO, Conversion Optimization
Education
Bentley University 2008 — 2011
MS, Marketing Analytics
Bentley University 2010 — 2011
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management and Marketing
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
North Reading High School 1992 — 1996
General Studies, General
Wells Fargo January 2014 - August 2014
Boston Private Bank March 2008 - March 2012
Bank of America January 1998 - January 2001
Union Bank January 1997 - January 1998
Union Bank January 1995 - January 1997
Union Bank January 1994 - January 1995
Union Bank January 1991 - January 1994
Union Bank June 1989 - January 1991
Skills
Customer Service, Microsoft Office, Leadership, Sales, Marketing, Microsoft Word, Public Speaking, Financial Analysis, PowerPoint
Education
Golden Gate University, Edward S. Ageno School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Washington State University 1981 — 1985
Bachelor's Degree, Economics
Umpqua Bank August 2004 - Present
Sterling Bank August 2004 - 2014
Boston Private Bank August 2004 - May 2013
Charter Bank August 2004 - July 2007
Bank of America 1994 - 2004
US Bank 1985 - 1994
Skills
Loans, Banking, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Services, Loan Origination, Finance, Commercial Mortgages, Asset Based Lending, Consumer Lending, Real Estate, Lines Of Credit, Underwriting, Private Banking, Treasury Management, Credit Risk, Business Strategy, Risk Management, Retail Banking, Investment Properties, Refinance, Cash Management, Due Diligence, Portfolio Management, Financial Analysis, Small Business, FHA
Education
University of Pittsburgh
Bachelor of Science (B.S.)
Chatham College
Essentials of Business Administration, Business Administration and Management, General
Union Bank December 2012 - Present
Boston Private Bank March 2011 - November 2012
Boston Private Bank March 2011 - November 2012
Union Bank 2006 - 2010
Bank of the West 2001 - 2006
CIT 1996 - 2001
Sysco Foodservices 1992 - 1996
Skills
Commercial Banking, Credit, Asset Based Lending, Loans, Commercial Lending, Small Business Lending, Credit Analysis
Education
University of California, Santa Barbara 1987 — 1989
BA, Sociology
California State University-Northridge
Adblade.com October 2014 - Present
ReferralCandy February 2014 - October 2014
AOL-Patch.com October 2011 - February 2014
Patch.com October 2011 - September 2012
Boston Private Bank June 2009 - October 2011
Lyons HR March 2008 - April 2009
Intellectual Property Management January 2007 - March 2008
Circulation Solutions January 2003 - December 2006
Auburn Loafer April 2005 - July 2005
Skills
Online Advertising, Sales, Advertising, New Business Development, Salesforce.com, Lead Generation, Cold Calling, Marketing, Social Media, B2B, Marketing Strategy, SEO, Account Management, Management, Customer Relations, Sales Management, Leadership, Online Marketing, Social Media Marketing, Competitive Analysis, Selling, CRM, Sales Operations, Digital Marketing, Market Research, Marketing Communications, Business Development, Email Marketing, Social Networking, Strategy, SaaS, Customer Acquisition, B2B Marketing, SEM, Google Adwords, PPC, Google Analytics, Sales & Marketing..., Training, Mobile Marketing, Advertising Sales, Digital Media, Strategic Partnerships, Digital Strategy, Start-ups, Integrated Marketing, Media Planning, Sales Presentations, Product Marketing, E-commerce
Education
Auburn University 2002 — 2006
B.S., Marketing
St. John's Preparatory School January 2014 - Present
Bank of America July 2005 - September 2009
Ropes & Gray LLP June 2004 - July 2005
Boston Private Bank November 2001 - June 2004
Skills
Data Analysis, Data Mining, Internal Controls, Policies & Procedures, Risk Management, Management, AML, Leadership, Project Management, Crystal Reports
Education
Suffolk University 2007 — 2010
Master of Science
Boston College
BA
Boston Private Bank May 2013 - Present
Boston Private Bank October 2008 - May 2013
Skills
Credit, Banking, Customer Service
Education
Massachusetts Bay Community College 2007 — 2008
Bridgewater State College 2005 — 2007
Eaton Vance April 2010 - Present
Boston Private Bank 1993 - April 2010
Boston Safe Deposit & Trust Company 1985 - 1993
Skills
Investments, Economics, Asset Management, Financial Analysis, Fixed Income, Portfolio Management, Investment Management, Strategic Financial..., Financial Planning, Asset Allocation, Wealth Management, Mutual Funds, Equities, Hedge Funds
Education
Harvard Extension School 2004 — 2018
Candidate, Psychology
Lesley University 1987 — 1989
MS, Applied Management
Norwich University 1978 — 1982
BS, Business Administration
Arlington Catholic High School 1974 — 1978
Boston Private Wealth LLC June 2014 - Present
Boston Private Financial Holdings September 2012 - June 2014
Boston Private Bank June 2011 - August 2011
Education
Boston University 2014 — 2016
Certificate in Financial Planning Program
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Boston Private June 2015 - Present
Boston Private Bank June 2013 - May 2015
Blue Ocean Equity Partners September 2012 - December 2012
The Boston Company Asset Management, LLC June 2011 - August 2011
Skills
Social Media, Microsoft Office, Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Accounting, Research, Sales, Teamwork, Financial Analysis, Management, Access, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance
Hitachi Consulting April 2014 - Present
Celerant Consulting November 2012 - March 2014
Dean College July 2009 - November 2012
Boston Private Bank April 2008 - July 2009
Boston Private Bank April 2005 - April 2008
Skills
Human Resources, Onboarding, Customer Service, Recruiting, Management, Sourcing, Event Planning, HRIS, Event Management, Program Management, Leadership, Nonprofits, Time Management, Performance Management, Interviews, Employee Relations, Marketing, Leadership Development, Organizational..., Training
Education
Salem State College 1997 — 1999
Bachlor of Science, Psychology
Dean College 1994 — 1996
Associate Degree, Dance
Southern New Hampshire University
Human Resource Management Certificate, Human Resources Management and Services
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Boston Private Bank July 2010 - Present
Citizens Bank May 2005 - July 2010
BankBoston August 1987 - November 1999
Skills
Banking, Investments, Loans, Portfolio Management, Mortgage Lending, New Business Development, Cash Management, Negotiation, Management, Finance, Commercial Banking, Commercial Lending, Wealth Management
Education
Babson College 1984 — 1987
MBA, Marketing and Finance
Boston College 1979 — 1983
BA, Communications and English
Chatham High School
The Carlyle Group February 2014 - Present
Cambridge Associates December 2012 - February 2013
Cambridge Associates December 2011 - December 2012
Cambridge Associates March 2011 - December 2011
US Trust July 2010 - March 2011
Elon Business Fellows September 2009 - May 2010
Boston Private Bank June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science, Major: Business Administration, Finance Concentration Minors: Economics and African American Studies
Boston Private Financial Holdings January 2015 - Present
Boston Private Bank September 2014 - Present
Sullivan & McLaughlin March 2011 - August 2013
Bll Curran - Sr. Leadership Consultant July 2008 - March 2011
Sensata Technologies May 2006 - March 2008
Vertex Pharmaceuticals 2005 - 2005
PerkinElmer,Inc. (formerly EG&G) August 1982 - June 2003
EG&G 2000 - 2003
PerkinElmer 1998 - 2003
Skills
Career Development, Employee Training, Organizational..., Leadership, Training, Succession Planning, Leadership Development, Employee Relations, Deferred Compensation, Employee Engagement, Organizational..., Talent Management, Strategic Planning, Staff Development, Process Improvement, Recruiting, HRIS, Workforce Planning, Organizational Design, Human Resources, Executive Coaching, Onboarding, Employee Benefits, Public Speaking, Marketing, Management, Team Building, Change Management, Customer Service, Team Management, New Business Development, Performance Management, Workshop Facilitation, Start-ups, Strategy, Business Strategy, Benefits Administration, Coaching, Talent Acquisition, Program Management, Personnel Management, Management Development, 360 Feedback, Executive Development, MBTI, Culture Change, Career Management, Compensation & Benefit, Instructional Design, HR Consulting
Education
Boston University 1984 — 1986
M.Ed., Human Resources Education
Stonehill College 1976 — 1978
B.S., Business Adminstration
Bridgewater State University 1974 — 1976
general requirements
Batterymarch Financial Management 2003 - November 2014
Boston Private Bank 2002 - 2003
State Street Research & Management 1994 - 2002
MetLife 1990 - 1994
EG&G Inc. 1987 - 1990
EG&G, Inc. 1986 - 1987
Skills
Investments, Investment Management, Mutual Funds, Asset Management, Equities, Marketing Strategy, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Strategies, Client Services, Bloomberg, Management, Securities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Colby College
Bachelor's Degree, Goverrnment and Business
RJ Kelly Companies November 2013 - Present
CBRE August 2013 - November 2013
KS Partners June 2011 - August 2013
Boston Private Bank April 2007 - June 2011
CB Richard Ellis January 2006 - April 2007
Skills
Real Estate, Property Management, Leases, Commercial Real Estate, Process Scheduler, Real Estate Development, Management, Portfolio Management, Tenant, Lease Administration, Banking, Budgets, Accounts Receivable, Facilities Management, Customer Service, Asset Management, Construction, Property, Finance, Accounts Payable, Real Estate Transactions, Investments, Real Estate Economics, Training, Corporate Real Estate, Lease Negotiations
Education
Bridgewater State University 2002 — 2006
BA, Physical Education, Business Management
Westwood High School
AllianceBernstein June 2011 - Present
AllianceBernstein November 2007 - June 2011
AllianceBernstein November 2005 - November 2007
Boston Private Bank June 2004 - July 2005
Skills
Equities
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Economics
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
Citi September 2013 - Present
Citi August 2012 - September 2013
Citi September 2011 - August 2012
Hasbro June 2010 - August 2010
Boston Private Bank 2006 - July 2009
FitCorp 2007 - June 2009
Skills
Data Analysis, Market Research, Marketing Strategy, Project Management, Business Development, Cross-functional Team..., Marketing, Financial Analysis, Product Development, Customer Service, Product Management, Digital Marketing, Sales
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing, Brand Management, Strategy
Connecticut College 2002 — 2006
B.A., Economics
First Republic Bank May 2011 - Present
Boston Private Bank February 2004 - May 2011
Town of Duxbury March 2001 - March 2011
Education
Boston College 1971 — 1975
Boston Private June 2015 - Present
Boston Private Bank September 2012 - Present
Boston Private Bank May 2008 - September 2012
Cash Systems Inc. September 2007 - May 2008
Skills
Active Directory, Windows 7, XP, Citrix, Microsoft Exchange, Windows Server, Microsoft Certified..., Troubleshooting, Visio, Disaster Recovery, Windows, Customer Service, Outlook, Software Documentation, OS X, Microsoft Office, Access, Banking, SharePoint, Computer Hardware
Education
Bridgewater State College 2001 — 2005
Bachelor of Arts (B.A.), Communications
Freelance October 2006 - Present
Boston Private Bank October 2001 - January 2006
Boston Private Bank & Trust Co October 2001 - January 2006
Wellington Management Co., LLP June 2000 - October 2001
Education
Suffolk University - Sawyer School of Management 2006 — 2007
M.S, Accounting
Suffolk University - Sawyer School of Management 2005 — 2007
Master of Science (MS), Accounting
Boston University 1997 — 2000
B.A, Psychology
RINET Company August 2004 - Present
Boston Private Bank February 2003 - August 2004
Education
Boston University 2009 — 2010
Financial Planning Program
University of Richmond - Robins School of Business 1998 — 2002
Pittsford Sutherland High School 1994 — 1998
Boston Private Wealth LLC October 2014 - Present
Boston Private Bank April 2011 - Present
Jefferies & Company October 2009 - April 2011
Leerink Swann July 2007 - October 2009
Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2003 — 2007
Boston Private Bank February 2015 - Present
MassDevelopment May 2013 - Present
Wells Fargo January 2009 - May 2013
Wells Fargo 2004 - 2009
Fleet Bank 1998 - 2004
First Trade Union Bank 1988 - 1996
Bank of New England 1987 - 1989
Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing
Education
Babson College 1982 — 1986
Accounting and Finance
Umpqua Bank April 2014 - Present
Sterling Savings Bank May 2013 - April 2014
Boston Private Bank March 2008 - May 2013
West Coast Bank 2007 - 2008
Banner Bank 2005 - 2007
Citi 2000 - 2002
U.S. Bank 1998 - 2000
MassMutual Financial Group 1997 - 1998
PepsiCo 1990 - 1997
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit, Small Business Lending, Loans, Credit Risk, Banking, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Private Banking, Construction Loans, SBA
Education
City University of Seattle
MBA, Financial Management
Pacific Lutheran University - School of Business 1985 — 1989
BBA, Business Administration and Management, General
Eastside Catholic High School 1981 — 1985
Zolfo Cooper November 2011 - Present
General Motors June 2010 - October 2011
Boston Private Bank August 2005 - March 2008
Fidelity Capital Markets August 2002 - August 2005
Skills
Financial Modeling, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Strategy, Corporate Finance
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Bowdoin College 1998 — 2002
Boston Private Bank December 2012 - Present
Accounting Management Solutions January 2009 - December 2012
GW & Wade January 2008 - December 2008
BNY Mellon Wealth Management July 2006 - December 2007
Fidelity Investments April 2000 - December 2004
Skills
Thought Leadership
Education
Northeastern University 2001 — 2003
MS, Taxation
Boston College 1985 — 1989
BA
Boston Private Bank March 2013 - Present
Wells Fargo January 2010 - March 2013
Cornerstone Lending July 2007 - December 2010
Diamond Point Lending October 2002 - July 2007
Skills
Jumbo Mortgage, Construction Loans, First Time Home Buyers, Real Estate, Investment Properties, Foreclosures, Short Sales, Residential Homes, Negotiation, Single Family Homes, Customer Service, Relocation, Condos, FHA, Loan Origination, Loans, Mortgage Lending, Sellers
Education
California State Polytechnic University-Pomona 1998 — 2002
St Francis High School, La Canada 1990 — 1993
Boston Private Bank 2012 - Present
U.S. Trust Company, Bank of America 2007 - 2011
United States Trust Company 2004 - 2007
Silicon Valley Bank 1992 - 2003
Skills
Wealth Management, Series 7, Investments, Investment Management, Private Banking, Credit Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
JPMorgan Chase 2011 - Present
JPMorgan Chase 2009 - 2011
KCI Technologies, Inc. 2007 - 2008
K&L Gates 2006 - 2007
Boston Private Bank 2003 - 2005
Education
University of Rochester - Simon Business School 2005 — 2006
MS, Business Administration, Concentration in Marketing
Babson College 1999 — 2003
BS, Business Administration
Boston Private October 2014 - Present
Boston Private Bank 2008 - September 2014
State Street 2006 - 2007
Skills
Microsoft Exchange, Windows 7, Microsoft Office, Windows XP, VMware, Active Directory, Risk Management, Citrix, Disaster Recovery, Windows Server, Technical Support
Education
Cornell University
Bachelor of Engineering (B.Eng.)
Boston Private Bank May 2011 - Present
Boston Private Financial Holdings January 2008 - May 2011
Ocean City Home Bank 1999 - 2007
Summit Bank 1998 - 1999
Summit Bank 1997 - 1998
Collective Bank 1996 - 1997
Collective Bank 1992 - 1996
GE 1987 - 1991
Skills
Banking, Accounting, Excel, PowerPoint, Word, Microsoft Word, Call Reporting, Finance, Financial Reporting, Investments, Microsoft Excel, Treasury Management, Financial Services, Loans, Budgets, Corporate Finance, Account Reconciliation, Cash Management, Entrepreneurship, Financial Risk
Education
Bentley University
MBA, Entrepreneurship, Global Business
University of Massachusetts at Lowell
BS, Finance, graduated Magna Cum Laude
Louisiana State University
North Shore Bank, A Co-operative Bank October 2014 - Present
Boston Private Bank February 2011 - August 2014
Boston Private Bank August 2010 - February 2011
Boston Private Bank May 2007 - August 2010
Skills
Commercial Lending, Commercial Banking, Credit Risk, Loans, Credit Analysis, Portfolio Management, Credit, Financial Modeling, Finance, Small Business Lending, Banking, Financial Analysis, Risk Management, Financial Services, Investments
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's Degree, Communications
Boston Latin School 1990 — 1996
High School
Boston Private Bank & Trust Company June 2008 - Present
Boston Private Bank 2008 - Present
Middlesex Savings Bank 2004 - 2008
Fleet Bank 2000 - 2004
State Street Bank 1988 - 1999
State Street Bank 1988 - 1999
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Portfolio Management, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Asset Managment, Credit Risk, Capital Markets, Mergers, Private Banking, Underwriting
Education
Bentley University 1985 — 1990
MS, Accountancy
Bates College 1977 — 1981
BA, Economics
Fidelity Investments July 2012 - Present
Fidelity Investments June 2010 - Present
Fidelity Investments June 2009 - August 2009
Boston Private Bank 2006 - 2008
Skills
Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Connecticut College 2000 — 2004
BA
Boston Private Bank May 2012 - Present
Melanoma Foundation of New England July 2007 - May 2012
Melanoma Foundation of New England July 2007 - May 2012
BNY Mellon 1998 - 1999
Washington Mutual Home Mortgage 1992 - 1993
Gap Inc./Old Navy 1988 - 1992
Skills
Jumbo Mortgage, Mortgage Lending, Fundraising, Non-profits, Mortgage Banking, Social Media, First Time Home Buyers, Volunteer Management, Private Banking, Philanthropy, Real Estate, Community Outreach, Loans, Event Planning, Event Management, Leadership, Social Networking, Nonprofits, Microsoft Office, Sales
Education
Brandeis University, Lemberg - International Business School 1995 — 1997
Master of Arts (M.A.), International Economics and Finance
Georgetown University 1983 — 1987
B.A., History
Central School of Planning and Statistics
Study Abroad, Warsaw Poland
Boston Private Bank June 2008 - Present
Roark Rearden & Hamot LLC January 2006 - June 2008
Skills
Credit Risk, Equities, Financial Risk, Portfolio Management, Credit, Banking, Credit Analysis, Financial Modeling, Due Diligence, Corporate Finance, Investments, Risk Management, Loans, Valuation, Asset Management
Education
Babson College
MBA, Finance
Boston Private Bank August 2000 - June 2005
RINET Company, LLC July 1999 - June 2000
The Commonwealth Institute January 1998 - April 1998
Education
Albion College 1995 — 1999
BA, History
Boston Private Financial Holdings May 2015 - Present
Boston Private Bank September 2010 - Present
Wainwright Bank October 2007 - August 2010
Riso June 2005 - September 2007
Education
Salem State College 2008 — 2011
MBA
Fitchburg State University 2001 — 2005
BS, Business
McCarter & English October 2007 - Present
Boston Private Bank 2006 - 2007
Sovereign Bank 2001 - 2005
Skills
Outlook, Microsoft Excel, Document Review, Legal Research, Loans, Wordperfect, Microsoft Word, Bankruptcy, Lexis, Litigation Support, Customer Service, Legal Writing, PowerPoint, Class Actions, Telephone Skills, Microsoft Office, Internet, D&B, Credit Bureau, Commercial Banking
Education
Berklee College of Music 2003 — 2006
Bachelor, Music Business
Northeastern University
Associates, Business Administration
California State University, Long Beach December 2013 - Present
Office Team October 2013 - Present
Office Team July 2013 - October 2013
Boston Private Bank December 2007 - May 2013
Boston Private Bank November 2004 - December 2007
Boston Private Bank September 2003 - November 2004
Longmeadow Assessors' Office July 2002 - September 2003
Loan Administration January 2000 - July 2002
Colonial Management aka Columbia Management 1999 - 1999
Skills
Access, Microsoft Office, Excel, Research, Mentoring, Microsoft Excel, Credit, Analysis
Education
Emerson College 2004 — 2007
Bachelor of Science, Marketing Communications
Holyoke Community College 2001 — 2003
Associate of Science, Business Administration
Boston Private Bank December 2014 - Present
Republic First Bank June 2013 - August 2014
Penn Liberty Bank June 2011 - June 2013
Penn Liberty Bank December 2009 - June 2011
Skills
Credit, Excel, Banking, New Business Development, Financial Analysis, Microsoft Excel, Business Development, Commercial Lending, Financial Services, Small Business Lending, Investments, Portfolio Management
Education
Franklin & Marshall College 2005 — 2009
Bachelors, Economics
St. Joseph's University 2011 — 2011
Boston Private Bank February 2012 - Present
BNY Mellon April 2000 - October 2010
Winter Hill Bank April 1999 - April 2000
Education
Bunker Hill Community College 2011 — 2014
Lesley University 1997 — 1998
Elementary Education
First Financial Trust, N.A. October 2008 - September 2010
Boston Private Bank October 2003 - September 2008
Brown & Brown, LLP January 2002 - October 2003
Triple V Enterprises, Inc. 1984 - 2002
Education
Boston University
CFP Certificate, Financial Planning
Boston University School of Law
L.L.M. Taxation
Syracuse University College of Law
J.D.
Thayer Academy
University of Colorado Boulder
B.A., History
Boston Private Bank November 2014 - Present
Boston Private Bank November 2011 - Present
TD 2010 - 2011
BNY Mellon 2008 - 2010
Merrill Lynch 2006 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Credit, PowerPoint, Microsoft Word, Windows, Outlook, Research, Analysis, Financial Analysis, Finance, Financial Modeling, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Investments, Commercial Lending
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Economics
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics; Minor in Law
Agero, Inc. April 2014 - Present
Bright Horizons August 2013 - March 2014
Granite Telecommunications November 2011 - August 2013
Boston Private Bank August 2011 - September 2011
CompuCom June 2007 - February 2011
EMC Computer Systems July 2006 - June 2007
Skills
Economics, Finance, Telecommunications, Team Leadership, SDLC, A+ Certified..., Microsoft SQL Server, Access, Microsoft Office, Open Office, Analytics, EDI, SharePoint, Application Support, Troubleshooting, Problem Solving, Testing, Leadership, Business Analysis, Databases, SQL, Analysis, Oracle, Windows 7, PL/SQL, T-SQL, C#
Education
Bridgewater State College 2009 — 2011
Bachelor of Science, Economics
ITT 2004 — 2006
Associate of Applied Science, Computer Electronics and Engineering Technology
Boston Private Bank October 2014 - Present
Boston Private Bank July 2012 - October 2014
Metro Credit Union September 2011 - July 2012
TD October 2010 - August 2011
TD January 2007 - October 2010
Skills
Credit Analysis, Credit Reports, Customer Service, Close Attention to..., Credit, Loans, Commercial Banking, Small Business Lending, Banking, Finance, Retail Banking, Financial Analysis, Portfolio Management, Credit Risk, Commercial Lending, Accounting, Consumer Lending, Mortgage Lending
Education
University of Massachusetts Lowell 2012 — 2015
Master of Business Administration (M.B.A.), Accounting
Fairfield University 2006 — 2010
Bachelor's Degree, Accounting and Finance
California Bank & Trust August 2015 - Present
Boston Private November 2013 - Present
Boston Private Bank March 2013 - November 2013
Dick's Sporting Goods April 2012 - March 2013
HRock Church July 2011 - September 2012
Miyachi Unitek July 2011 - October 2011
Target Corporation June 2010 - September 2010
Wescom Credit Union November 2005 - June 2009
Skills
Team Leadership, Customer Service, Culture Change, Team Building, Change Management, Organizational..., Mass Hiring, Sales Operations, Performance Management, Sales Management, Data Analysis, Leadership Development, Human Resources, Strategy, Microsoft Word, Public Speaking, Recruiting
Education
Azusa Pacific University 2013 — 2015
Master of Business Administration (MBA), Finance
Azusa Pacific University 2011 — 2012
Master of Arts, Business Management
California-State Polytechnic University
Bachelor of Science, Business, Management & Human Resources
Silicon Valley Bank July 2013 - Present
Gweepi Medical September 2012 - January 2013
Silverlink Communications June 2012 - August 2012
Boston Private Bank June 2011 - August 2011
Skills
Bloomberg, Factset, SAP, SPSS, Peachtree, Microsoft Excel, QuickBooks
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance; Liberal Studies Major in Health and Industry
Xaverian Brothers High School 2005 — 2009
Boston Private Bank June 2010 - Present
Education
Cornell University
Bachelor of Arts (B.A.)
Wachovia Bank 1999 - 2004
Boston Private Bank 1998 - 1999
Chaston Associates, Inc. 1997 - 1998
National Bank of Alaska 1993 - 1997
Skills
Loans, Banking
Education
Cornell University 1991 — 1993
Master of Science (M.S.), Agricultural Economics
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), Economics, Magna cum Laude and With Distinction in All Subjects
Patch High School
Costco Travel November 2012 - Present
the Nines: A Starwood Luxury Collection hotel June 2011 - November 2012
Boston Private Bank September 2002 - August 2009
Washington Mutual Bank November 1999 - February 2001
Skills
Customer Service, Event Planning, Customer Relations, Event Management, Team Building, Microsoft Office, PowerPoint, Sales
Education
International Air and Hospitality Academy 2010 — 2011
Certificate of Hospitality Management, Hospitality Management, Event Planning and Travel & Tourism
Highline Community College 1995 — 1999
Associates of Arts Degree, Business Management
First Republic Bank January 2014 - Present
First Republic Bank April 2012 - Present
ZUMIX October 2014 - Present
EASTIE NOW! January 2013 - Present
Boston Private Bank June 2001 - December 2009
East Boston Savings Bank June 1999 - June 2001
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Risk Management, Commercial Lending, Finance, Customer Service, Mergers & Acquisitions, Private Banking, Financial Services, Commercial Banking, CRM, Mortgage Lending, Retail Banking
Education
Emmanuel College 2005 — 2009
BSBA, Business Administration
Lesley University 1998 — 2000
Early Childhood Education, Computer Science
East Boston High School 1994 — 1998
Boston Private Bank
Skills
Private Banking, High Level Of..., Microsoft Office, Banking, Risk Management, Client Success, Onboarding
Education
California State Polytechnic University-Pomona
Ocean Road Trading Company September 2015 - Present
Boston Private Bank June 2014 - September 2014
Corliss Brothers Gardening Center May 2013 - September 2013
Philip A. Parry Law Office April 2011 - September 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Team Leadership, Team Building
Education
College of Charleston 2012 — 2016
Bachelor of Science (B.S.), International Business
Pentucket Regional High School 2009 — 2012
High School Diploma
Boston Private Bank August 2014 - Present
Boston Private Bank January 2012 - August 2014
Boston Private Bank 2004 - 2011
Skills
ALM, Fixed Income, Foreign Exchange, Microsoft Excel, PowerPoint, College Recruiting, Trivia, Banking, Interest Rate Risk..., Interest Rate Swaps, Financial Analysis, Treasury, Credit
Education
Babson College 1997 — 2001
Bachelor of Science (BS)