Boston Private Bank
Boston Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Boston Private Bank Salaries. You can even request information on how much does Boston Private Bank pay if you want to. Learn about salaries, pros and cons of working for Boston Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
303 Boston Private Bank employees in database. Find out everything there's to know about Boston Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Boston Private Bank Employees
Employee
Years
Job
Industry
Adrienne Syme Adrienne Syme's Boston Private Bank Experience June 2010 - August 2010
Job Global Product Strategy Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments July 2013 - October 2013
Franklin Templeton Investments March 2013 - July 2013
Franklin Templeton Investments November 2012 - March 2013
Franklin Templeton Investments July 2012 - November 2012
Franklin Templeton Investments June 2011 - September 2011
Boston Private Bank June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Blogging, Access, Risk Management, Facebook, Management, Analysis, Data Analysis, Microsoft Office, Microsoft Word
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BSc), Finance
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments July 2013 - October 2013
Franklin Templeton Investments March 2013 - July 2013
Franklin Templeton Investments November 2012 - March 2013
Franklin Templeton Investments July 2012 - November 2012
Franklin Templeton Investments June 2011 - September 2011
Boston Private Bank June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Blogging, Access, Risk Management, Facebook, Management, Analysis, Data Analysis, Microsoft Office, Microsoft Word
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BSc), Finance
Kyle Richard Kyle Richard's Boston Private Bank Experience January 2013 - May 2013
Job Financial Analyst at Boston Medical Center
Industry Medical Practice
Experience
Boston Medical Center May 2013 - Present
Boston Private Bank January 2013 - May 2013
Home Bank January 2010 - November 2011
Home Bank January 2009 - December 2009
Home Bank October 2007 - December 2008
Home Bank April 2007 - October 2007
Skills
Microsoft Excel, Banking, Accounts Payable, Accounts Receivable, Accounting, Credit, General Ledger, Data Entry, Loans, Finance, Analysis, Time Management, Outlook, Variance Analysis, Management, Journal Entries, Microsoft Word, PowerPoint, Training, Customer Service, Depository Operations, Proof, Balance Sheet, Income Statement, Invoice Processing, Client Billing, Help Desk Support, High level of initiative, MS Excel Pivot Tables, Cognos, Template Creation
Education
University of Louisiana at 2006 — 2008
Bachelor of Science, Business Administration; Finance
University of New Orleans 2005 — 2006
Louisiana State University 2003 — 2004
LSMSA
LSMSA
Boston Medical Center May 2013 - Present
Boston Private Bank January 2013 - May 2013
Home Bank January 2010 - November 2011
Home Bank January 2009 - December 2009
Home Bank October 2007 - December 2008
Home Bank April 2007 - October 2007
Skills
Microsoft Excel, Banking, Accounts Payable, Accounts Receivable, Accounting, Credit, General Ledger, Data Entry, Loans, Finance, Analysis, Time Management, Outlook, Variance Analysis, Management, Journal Entries, Microsoft Word, PowerPoint, Training, Customer Service, Depository Operations, Proof, Balance Sheet, Income Statement, Invoice Processing, Client Billing, Help Desk Support, High level of initiative, MS Excel Pivot Tables, Cognos, Template Creation
Education
University of Louisiana at 2006 — 2008
Bachelor of Science, Business Administration; Finance
University of New Orleans 2005 — 2006
Louisiana State University 2003 — 2004
LSMSA
LSMSA
Amy Canady, CRCM Amy Canady, CRCM's Boston Private Bank Experience May 2011 - May 2013
Job Banking Compliance Professional
Industry Banking
Experience
T-Mobile December 2013 - Present
Boston Private Bank May 2011 - May 2013
Boston Private Bank formerly Charter Private Bank, Charter Bank November 2008 - May 2011
United Commercial Bank formerly Pacifica Bank April 1998 - December 2007
Western Bank as subsidiary of Washington Mutual Bank formerly Enterprise Bank April 1990 - February 1998
Skills
Banking Operations, Deposit Compliance, Vendor Management, Electronic Banking, Community Reinvestment..., Operational Risk, Auditing, Cash Management, Internet Banking, Core Banking, AML, Loans, Process Improvement, Portfolio Management, Financial Risk, Commercial Lending, Credit Analysis, Credit, Deposits, Banking, Mortgage Lending, Compliance, Mergers & Acquisitions, Risk Management, Risk Assessment, Training
Education
ABA National Compliance School
Banking Compliance
Illinois State University
BS, Finance
T-Mobile December 2013 - Present
Boston Private Bank May 2011 - May 2013
Boston Private Bank formerly Charter Private Bank, Charter Bank November 2008 - May 2011
United Commercial Bank formerly Pacifica Bank April 1998 - December 2007
Western Bank as subsidiary of Washington Mutual Bank formerly Enterprise Bank April 1990 - February 1998
Skills
Banking Operations, Deposit Compliance, Vendor Management, Electronic Banking, Community Reinvestment..., Operational Risk, Auditing, Cash Management, Internet Banking, Core Banking, AML, Loans, Process Improvement, Portfolio Management, Financial Risk, Commercial Lending, Credit Analysis, Credit, Deposits, Banking, Mortgage Lending, Compliance, Mergers & Acquisitions, Risk Management, Risk Assessment, Training
Education
ABA National Compliance School
Banking Compliance
Illinois State University
BS, Finance
Peter Cowenhoven Peter Cowenhoven's Boston Private Bank Experience April 2010 - February 2013
Job Vice President Boston Private Wealth
Industry Financial Services
Experience
Boston Private March 2013 - Present
Boston Private Bank April 2010 - February 2013
BlackRock March 2006 - April 2009
Investors Bank & Trust July 2002 - November 2005
Investors Bank & Trust May 2001 - July 2002
Investors Bank & Trust November 1999 - May 2001
Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading
Education
Trinity College-Hartford 1995 — 1999
B.A. Economics, Economics
Derryfield School 1989 — 1995
High School
Boston Private March 2013 - Present
Boston Private Bank April 2010 - February 2013
BlackRock March 2006 - April 2009
Investors Bank & Trust July 2002 - November 2005
Investors Bank & Trust May 2001 - July 2002
Investors Bank & Trust November 1999 - May 2001
Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading
Education
Trinity College-Hartford 1995 — 1999
B.A. Economics, Economics
Derryfield School 1989 — 1995
High School
Arianna Pappas Arianna Pappas's Boston Private Bank Experience April 2014 - Present
Job Client Service Administrator at Boston Private Bank
Industry Banking
Experience
Boston Private Bank April 2014 - Present
Anthropologie November 2013 - Present
Mass Administrators for Special Education October 2013 - March 2014
CJ Environmental, Inc. May 2011 - August 2013
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), Radio and Television
The American University of Rome 2010 — 2010
Boston Private Bank April 2014 - Present
Anthropologie November 2013 - Present
Mass Administrators for Special Education October 2013 - March 2014
CJ Environmental, Inc. May 2011 - August 2013
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), Radio and Television
The American University of Rome 2010 — 2010
Josh Jurbala's Boston Private Bank Experience July 2012 - December 2012
Job Operations Associate at Adviser Investments
Industry Financial Services
Experience
Adviser Investments June 2013 - Present
Boston Private Bank July 2012 - December 2012
Data Quest Investigations, LTD July 2011 - July 2012
Giorgio Armani July 2010 - July 2011
Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Transactional Analysis, Account Reconciliation, Trading, Research, Microsoft Office, Anti Money Laundering, Salesforce.com, Orion
Education
Pace University - Lubin School of Business 2015 — 2016
Master's Degree, Finance, General
Northeastern University 2008 — 2013
Bachelor of Science, Criminal Justice, Minor in Business Administration
Swinburne University of Technology 2009 — 2009
Study Abroad - Melbourne, Australia
The Masters School 2004 — 2008
High School Diploma
Adviser Investments June 2013 - Present
Boston Private Bank July 2012 - December 2012
Data Quest Investigations, LTD July 2011 - July 2012
Giorgio Armani July 2010 - July 2011
Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Transactional Analysis, Account Reconciliation, Trading, Research, Microsoft Office, Anti Money Laundering, Salesforce.com, Orion
Education
Pace University - Lubin School of Business 2015 — 2016
Master's Degree, Finance, General
Northeastern University 2008 — 2013
Bachelor of Science, Criminal Justice, Minor in Business Administration
Swinburne University of Technology 2009 — 2009
Study Abroad - Melbourne, Australia
The Masters School 2004 — 2008
High School Diploma
Victoria Lazzell Victoria Lazzell's Boston Private Bank Experience October 2010 - Present
Job Team Leader and SVP, Boston Private Bank
Industry Banking
Experience
Boston Private Bank October 2010 - Present
Citizens Bank September 1996 - October 2010
PNC Bank October 2000 - February 2002
Cambridge Trust Company October 1994 - October 1996
Shawmut Bank March 1985 - September 1994
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Underwriting, Risk Management, Credit Risk, Asset Based Lending, Middle Market, Finance, Treasury Management, Cash Management
Education
The George Washington University - School of Business 1978 — 1980
MBA
Washington College 1970 — 1974
BA, Humanities
Fairfax Hall Preparatory School 1968 — 1970
College Prep
Boston Private Bank October 2010 - Present
Citizens Bank September 1996 - October 2010
PNC Bank October 2000 - February 2002
Cambridge Trust Company October 1994 - October 1996
Shawmut Bank March 1985 - September 1994
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Underwriting, Risk Management, Credit Risk, Asset Based Lending, Middle Market, Finance, Treasury Management, Cash Management
Education
The George Washington University - School of Business 1978 — 1980
MBA
Washington College 1970 — 1974
BA, Humanities
Fairfax Hall Preparatory School 1968 — 1970
College Prep
Josie Lopez-Rosa Josie Lopez-Rosa's Boston Private Bank Experience Human Resource AssistantCambridge Savings BankMarch 2011 - November 2013
Job Human Resources Administrator at Boston Private Bank & Trust
Industry Human Resources
Experience
Boston Private Bank Human Resource AssistantCambridge Savings BankMarch 2011 - November 2013
Wyndham Vacation Ownership 2009 - 2010
Wyndham Bonnet Creek Resort 2007 - 2009
Skills
Onboarding, HRIS, Recruiting, Human Resources, Applicant Tracking..., Customer Service, Taleo, Microsoft Word, Talent Acquisition, New Hire Orientations, Talent Management, Employee Relations, Administrative Work, ADP HRB, Kronos Timekeeping, Microsoft Excel, PowerPoint, Project Coordination, Project Management, Corporate Events, Coordinating Events, Spanish-speaking, HotSOS, Policy, Management, Background Checks, Budgets, Employee Benefits, Performance Management, Employee Training, Training
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
University of Phoenix
BACHELOR OF SCIENCE IN BUSINESS/MANAGEMENT, Business Management
Boston Private Bank Human Resource AssistantCambridge Savings BankMarch 2011 - November 2013
Wyndham Vacation Ownership 2009 - 2010
Wyndham Bonnet Creek Resort 2007 - 2009
Skills
Onboarding, HRIS, Recruiting, Human Resources, Applicant Tracking..., Customer Service, Taleo, Microsoft Word, Talent Acquisition, New Hire Orientations, Talent Management, Employee Relations, Administrative Work, ADP HRB, Kronos Timekeeping, Microsoft Excel, PowerPoint, Project Coordination, Project Management, Corporate Events, Coordinating Events, Spanish-speaking, HotSOS, Policy, Management, Background Checks, Budgets, Employee Benefits, Performance Management, Employee Training, Training
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
University of Phoenix
BACHELOR OF SCIENCE IN BUSINESS/MANAGEMENT, Business Management
Janet Masdeu Janet Masdeu's Boston Private Bank Experience 2006 - 2007
Job Sales Admin at Canon Latin America
Industry Photography
Experience
Canon Latin America September 2007 - Present
UBS Investment Bank 2007 - 2007
Boston Private Bank 2006 - 2007
Skills
Customer Service, Sales, Account Management, Advertising, Microsoft Office, Sales Management, Social Media, Photoshop, Sales Operations, Microsoft Excel, Photography, Microsoft Word, Salesforce.com, Social Media Marketing, Retail, Fashion, New Business Development, PowerPoint, Digital Photography, Running Errands, Teamwork, Customer Satisfaction, Leadership, Sales Process
Education
Miami Dade College 2006 — 2012
Associate of Arts (A.A.), Registered Nursing/Registered Nurse
Canon Latin America September 2007 - Present
UBS Investment Bank 2007 - 2007
Boston Private Bank 2006 - 2007
Skills
Customer Service, Sales, Account Management, Advertising, Microsoft Office, Sales Management, Social Media, Photoshop, Sales Operations, Microsoft Excel, Photography, Microsoft Word, Salesforce.com, Social Media Marketing, Retail, Fashion, New Business Development, PowerPoint, Digital Photography, Running Errands, Teamwork, Customer Satisfaction, Leadership, Sales Process
Education
Miami Dade College 2006 — 2012
Associate of Arts (A.A.), Registered Nursing/Registered Nurse
Jason Rich Jason Rich's Boston Private Bank Experience August 2012 - Present
Job Vice President, Deposit Management at Boston Private Bank
Industry Banking
Experience
Boston Private Bank August 2012 - Present
RBS Citizens N.A., Citizens Premier Banking October 2009 - August 2012
RBS Citizens N.A., Citizens Bank March 2000 - October 2009
KeyBank March 1999 - March 2000
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Private Banking, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Fixed Income, Asset Based Lending
Education
Rochester Institute of Technology 1988 — 1992
Bachelor of Science, Professional and Technical Communications
Boston Private Bank August 2012 - Present
RBS Citizens N.A., Citizens Premier Banking October 2009 - August 2012
RBS Citizens N.A., Citizens Bank March 2000 - October 2009
KeyBank March 1999 - March 2000
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Private Banking, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Fixed Income, Asset Based Lending
Education
Rochester Institute of Technology 1988 — 1992
Bachelor of Science, Professional and Technical Communications
Lee Joy Villafuerte Lee Joy Villafuerte's Boston Private Bank Experience May 2012 - January 2013
Job Financial Analyst (Treasury/AR) at Kronos
Industry Computer Software
Experience
Kronos January 2014 - Present
High Street Partners January 2013 - January 2014
Boston Private Bank May 2012 - January 2013
Sovereign Bank July 2011 - May 2012
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Accounts Payable, Banking, Retail Banking, General Ledger, Bank Secrecy Act, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Accounting
Kronos January 2014 - Present
High Street Partners January 2013 - January 2014
Boston Private Bank May 2012 - January 2013
Sovereign Bank July 2011 - May 2012
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Accounts Payable, Banking, Retail Banking, General Ledger, Bank Secrecy Act, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Accounting
Dyana Pari Nafissi Holzworth Dyana Pari Nafissi Holzworth's Boston Private Bank Experience May 2012 - August 2013
Job Major Gift Officer at the American Red Cross
Industry Philanthropy
Experience
American Red Cross September 2015 - Present
Carlson School of Management September 2014 - Present
University of Minnesota November 2013 - September 2014
Little Kids Rock January 2013 - August 2013
Boston Private Bank May 2012 - August 2013
Sensiba San Filippo, LLP November 2009 - May 2012
The Pari Trust August 2006 - January 2011
The American Society of Mexico January 2008 - February 2009
AXA Advisors January 2002 - September 2006
Food.com February 1999 - August 2001
Skills
Business Development, Driving Results, Strategy, Start-ups, Cleantech, Venture Capital, Entrepreneurship, Business Planning, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Financial Services, Business Strategy, Investments, Portfolio Management, Private Equity, Mergers & Acquisitions, Nonprofits, Finance, Strategic Financial..., Marketing, Management Consulting, Marketing Strategy, Executive Management, Training, Team Building, Leadership, Strategic Partnerships, Competitive Analysis, Financial Planning, Cross-functional Team...
Education
Thunderbird School of Global Management 2007 — 2009
MBA
Tecnológico de Monterrey 2007 — 2009
MBA
University of Michigan 1992 — 1995
Bachelor of Arts
West Essex Senior High School
American Red Cross September 2015 - Present
Carlson School of Management September 2014 - Present
University of Minnesota November 2013 - September 2014
Little Kids Rock January 2013 - August 2013
Boston Private Bank May 2012 - August 2013
Sensiba San Filippo, LLP November 2009 - May 2012
The Pari Trust August 2006 - January 2011
The American Society of Mexico January 2008 - February 2009
AXA Advisors January 2002 - September 2006
Food.com February 1999 - August 2001
Skills
Business Development, Driving Results, Strategy, Start-ups, Cleantech, Venture Capital, Entrepreneurship, Business Planning, Financial Analysis, Mergers, Strategic Planning, Corporate Finance, Financial Services, Business Strategy, Investments, Portfolio Management, Private Equity, Mergers & Acquisitions, Nonprofits, Finance, Strategic Financial..., Marketing, Management Consulting, Marketing Strategy, Executive Management, Training, Team Building, Leadership, Strategic Partnerships, Competitive Analysis, Financial Planning, Cross-functional Team...
Education
Thunderbird School of Global Management 2007 — 2009
MBA
Tecnológico de Monterrey 2007 — 2009
MBA
University of Michigan 1992 — 1995
Bachelor of Arts
West Essex Senior High School
Vern Adkins Vern Adkins's Boston Private Bank Experience December 2013 - Present
Job Vice President & Trust Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank December 2013 - Present
Fox, Shjeflo, Hartley & Babu LLP June 2013 - December 2013
Borel Private Bank & Trust Company October 2009 - May 2013
PwC September 2006 - October 2009
Skills
Banking, Trusts, Estate Tax Planning, Legal Writing, Tax, Portfolio Management, High Net Worth..., Wills, Estate Planning, Estate Administration, Wealth Management, Tax Law, Commercial Banking, Wealth Management..., Trust Services, Estate Law, Private Banking, Retirement Planning, Powers of Attorney, Charitable Trusts, Bankruptcy
Education
Santa Clara University School of Law 2003 — 2006
Juris Doctor
University of Arizona 2001 — 2003
Bachelor of Science, Political Science
Boston Private Bank December 2013 - Present
Fox, Shjeflo, Hartley & Babu LLP June 2013 - December 2013
Borel Private Bank & Trust Company October 2009 - May 2013
PwC September 2006 - October 2009
Skills
Banking, Trusts, Estate Tax Planning, Legal Writing, Tax, Portfolio Management, High Net Worth..., Wills, Estate Planning, Estate Administration, Wealth Management, Tax Law, Commercial Banking, Wealth Management..., Trust Services, Estate Law, Private Banking, Retirement Planning, Powers of Attorney, Charitable Trusts, Bankruptcy
Education
Santa Clara University School of Law 2003 — 2006
Juris Doctor
University of Arizona 2001 — 2003
Bachelor of Science, Political Science
Giulio Pusateri Giulio Pusateri's Boston Private Bank Experience January 2014 - June 2014
Job Security and Business Continuity Coordinator at Boston Private Bank
Industry International Affairs
Experience
Boston Private Bank January 2014 - June 2014
Office of Lord David Triesman, Shadow Spokesperson (Foreign and Commonwealth Affairs) October 2013 - December 2013
Massachusetts State Senate January 2013 - June 2013
UNHCR June 2011 - July 2011
Skills
Legislative Research, Constituent Relations, International Relations, Middle Eastern Studies, Program Management, Policy Analysis, Community Outreach, Political Science, Microsoft Office, Public Speaking, Research, Politics, Event Planning, Social Media, Public Policy, Editing, Nonprofits
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Political Science and International Affairs
Kyiv International School
Kyiv International School
Boston Private Bank January 2014 - June 2014
Office of Lord David Triesman, Shadow Spokesperson (Foreign and Commonwealth Affairs) October 2013 - December 2013
Massachusetts State Senate January 2013 - June 2013
UNHCR June 2011 - July 2011
Skills
Legislative Research, Constituent Relations, International Relations, Middle Eastern Studies, Program Management, Policy Analysis, Community Outreach, Political Science, Microsoft Office, Public Speaking, Research, Politics, Event Planning, Social Media, Public Policy, Editing, Nonprofits
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Political Science and International Affairs
Kyiv International School
Kyiv International School
Richard Mullaney Richard Mullaney's Boston Private Bank Experience April 2014 - Present
Job Portfolio Manager Associate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank April 2014 - Present
Boston Private Bank May 2013 - April 2014
Boston Private Bank April 2012 - May 2013
Massachusetts Institute of Technology May 2011 - April 2012
Skills
Financial Analysis
Education
New England College of Business and Finance 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut 2006 — 2011
Bachelor of Arts (B.A.), Mathematics
Boston Private Bank April 2014 - Present
Boston Private Bank May 2013 - April 2014
Boston Private Bank April 2012 - May 2013
Massachusetts Institute of Technology May 2011 - April 2012
Skills
Financial Analysis
Education
New England College of Business and Finance 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut 2006 — 2011
Bachelor of Arts (B.A.), Mathematics
Kayleigh Parravicini Kayleigh Parravicini's Boston Private Bank Experience June 2015 - August 2015
Job Commercial Lending Intern at Boston Private Bank
Industry Accounting
Experience
Boston Private Bank June 2015 - August 2015
Follett Higher Education Group December 2014 - May 2015
C&M Software USA May 2014 - August 2014
Champion Cleaners August 2011 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Sales, Leadership
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Science in Business Administration, Accounting
Boston Private Bank June 2015 - August 2015
Follett Higher Education Group December 2014 - May 2015
C&M Software USA May 2014 - August 2014
Champion Cleaners August 2011 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Sales, Leadership
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Science in Business Administration, Accounting
Jennifer D'Ambrosio's Boston Private Bank Experience April 2009 - November 2011
Job Linked
Industry Banking
Experience
Community Bank November 2011 - Present
Boston Private Bank April 2009 - November 2011
Boston Private Bank February 2008 - March 2009
Skills
Loans, Credit, Analysis, Finance, Financial Reporting, Banking, Underwriting, Credit Risk
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Communications and French, 3.6
Community Bank November 2011 - Present
Boston Private Bank April 2009 - November 2011
Boston Private Bank February 2008 - March 2009
Skills
Loans, Credit, Analysis, Finance, Financial Reporting, Banking, Underwriting, Credit Risk
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Communications and French, 3.6
Jacob Ullucci Jacob Ullucci's Boston Private Bank Experience 2012 - 2015
Job Vice President Relationship Management at Citizens Commercial Banking
Industry Banking
Experience
Dorchester Collegiate Academy 2015 - Present
Citizens Commercial Banking 2015 - Present
Boston Private Bank 2012 - 2015
TD Bank 2010 - 2012
Bank Rhode Island 2009 - 2010
Royal Bank of Scotland 1999 - 2009
Citizens Bank 1999 - 2009
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Commercial Banking, Underwriting, Small Business Lending, Credit Risk, Consumer Lending, Risk Management, Financial Analysis, Financial Risk, Portfolio Management, Relationship Management, Finance, Asset Based Lending, Financial Modeling, Capital Markets, Cross Selling
Education
Providence College
Bachelor, Liberal Arts
Dorchester Collegiate Academy 2015 - Present
Citizens Commercial Banking 2015 - Present
Boston Private Bank 2012 - 2015
TD Bank 2010 - 2012
Bank Rhode Island 2009 - 2010
Royal Bank of Scotland 1999 - 2009
Citizens Bank 1999 - 2009
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Commercial Banking, Underwriting, Small Business Lending, Credit Risk, Consumer Lending, Risk Management, Financial Analysis, Financial Risk, Portfolio Management, Relationship Management, Finance, Asset Based Lending, Financial Modeling, Capital Markets, Cross Selling
Education
Providence College
Bachelor, Liberal Arts
Marc Teal Marc Teal's Boston Private Bank Experience June 2011 - August 2011
Job Reconciliation Specialist at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC January 2015 - Present
State Street November 2012 - January 2015
Boston Capital July 2012 - November 2012
Roger Williams University- Center for Advanced Financial Education January 2012 - May 2012
Ameriprise Financial February 2010 - February 2012
Delta Sigma Pi- Nu Sigma Chapter January 2011 - December 2011
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Morningstar Direct, SDS MarketWatch, Microsoft Office, PowerPoint, Portfolio Management, Investment Analysis, Finance, Valuation, Microsoft Excel, Asset Allocation, Leadership, Microsoft Word, Investments, Time Management, Access, Management, Mutual Funds, Bloomberg, Fund Accounting, Banking, Accounting, Analysis
Education
Roger Williams University 2008 — 2012
Bachelor's of Science in Finance, Minor in Accounting and Core Concentration in Mathematics, 3.4 Cum Laude
Central Catholic High School 2004 — 2008
3.9/4.5
Bracebridge Capital, LLC January 2015 - Present
State Street November 2012 - January 2015
Boston Capital July 2012 - November 2012
Roger Williams University- Center for Advanced Financial Education January 2012 - May 2012
Ameriprise Financial February 2010 - February 2012
Delta Sigma Pi- Nu Sigma Chapter January 2011 - December 2011
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Morningstar Direct, SDS MarketWatch, Microsoft Office, PowerPoint, Portfolio Management, Investment Analysis, Finance, Valuation, Microsoft Excel, Asset Allocation, Leadership, Microsoft Word, Investments, Time Management, Access, Management, Mutual Funds, Bloomberg, Fund Accounting, Banking, Accounting, Analysis
Education
Roger Williams University 2008 — 2012
Bachelor's of Science in Finance, Minor in Accounting and Core Concentration in Mathematics, 3.4 Cum Laude
Central Catholic High School 2004 — 2008
3.9/4.5
Jon Dack Jon Dack's Boston Private Bank Experience August 2005 - May 2007
Job Director of Information Systems
Industry Management Consulting
Experience
FSG September 2014 - Present
The Parthenon Group February 2013 - August 2014
Foley Hoag LLP February 2011 - January 2013
Foley Hoag LLP November 2008 - February 2011
Goulston & Storrs May 2007 - November 2008
Boston Private Bank August 2005 - May 2007
Biogen Idec April 2004 - August 2005
Clifford Chance LLP January 2001 - March 2004
Skills
Leadership, Business Process Design, Vendor Management, Knowledge Management, Innovation, Project Management, Technical Staff..., Business Intelligence, CRM, SharePoint, Software Development, Microsoft SQL Server, Web Development, ASP.NET, JavaScript, SaaS, C#, Active Directory, XML, VB.NET, MySQL, CSS, Objective-C, PHP, XP, Windows XP, Strategy, ColdFusion, ActionScript/Flash, SQL Server, Oracle SQL, DB2/SQL, Recommind, Metastorm, iPhone development, BPM, VMware, Cisco Technologies, Disaster Recovery, Collaboration, Microsoft Exchange, Cloud Computing, Information Technology, Databases, Data Center, Security, IT Strategy, IT Management, PMO, Integration
Education
University of London
B.Sc., Computing & Information Systems
FSG September 2014 - Present
The Parthenon Group February 2013 - August 2014
Foley Hoag LLP February 2011 - January 2013
Foley Hoag LLP November 2008 - February 2011
Goulston & Storrs May 2007 - November 2008
Boston Private Bank August 2005 - May 2007
Biogen Idec April 2004 - August 2005
Clifford Chance LLP January 2001 - March 2004
Skills
Leadership, Business Process Design, Vendor Management, Knowledge Management, Innovation, Project Management, Technical Staff..., Business Intelligence, CRM, SharePoint, Software Development, Microsoft SQL Server, Web Development, ASP.NET, JavaScript, SaaS, C#, Active Directory, XML, VB.NET, MySQL, CSS, Objective-C, PHP, XP, Windows XP, Strategy, ColdFusion, ActionScript/Flash, SQL Server, Oracle SQL, DB2/SQL, Recommind, Metastorm, iPhone development, BPM, VMware, Cisco Technologies, Disaster Recovery, Collaboration, Microsoft Exchange, Cloud Computing, Information Technology, Databases, Data Center, Security, IT Strategy, IT Management, PMO, Integration
Education
University of London
B.Sc., Computing & Information Systems
Nate Young Nate Young's Boston Private Bank Experience August 2013 - May 2014
Job Technical Recruiter at InSource Technical Group
Industry Staffing and Recruiting
Experience
InSource Technical Group May 2014 - Present
Boston Private Bank August 2013 - May 2014
Ex-Senator John Kerry's Congressional Office December 2010 - January 2012
Skills
Technical Recruiting, Recruiting, Microsoft Office, Financial Services, Banking, Leadership, Teamwork, Research, Social Networking
Education
State University of New York at Albany 2009 — 2013
Bachelor of Arts (BA), Sociology
InSource Technical Group May 2014 - Present
Boston Private Bank August 2013 - May 2014
Ex-Senator John Kerry's Congressional Office December 2010 - January 2012
Skills
Technical Recruiting, Recruiting, Microsoft Office, Financial Services, Banking, Leadership, Teamwork, Research, Social Networking
Education
State University of New York at Albany 2009 — 2013
Bachelor of Arts (BA), Sociology
Dionisia Stefanopoulos's Boston Private Bank Experience January 2011 - April 2014
Job Global Credit Services/Loan OperationsAssociate 2 at State Street
Industry Banking
Experience
State Street September 2014 - Present
People's United Bank April 2014 - July 2014
Boston Private Bank January 2011 - April 2014
Boston Private Bank November 2007 - January 2011
Eastern Bank June 2006 - November 2007
Skills
Compliance, Policy, Banking, Customer Relations, Customer Service, Word, Problem Solving, Outlook, Credit, Loans, Microsoft Word, Financial Services, Commercial Lending
Education
Salem State College 1997 — 2002
Bachelor of Science, Early Childhood Education
State Street September 2014 - Present
People's United Bank April 2014 - July 2014
Boston Private Bank January 2011 - April 2014
Boston Private Bank November 2007 - January 2011
Eastern Bank June 2006 - November 2007
Skills
Compliance, Policy, Banking, Customer Relations, Customer Service, Word, Problem Solving, Outlook, Credit, Loans, Microsoft Word, Financial Services, Commercial Lending
Education
Salem State College 1997 — 2002
Bachelor of Science, Early Childhood Education
Alex Glincher Alex Glincher's Boston Private Bank Experience June 2013 - July 2013
Job Advisory Staff at EY
Industry Management Consulting
Experience
EY January 2015 - Present
TD Securities June 2014 - August 2014
Boston Private Bank June 2013 - July 2013
CoachUp May 2012 - August 2012
CBIZ Tofias July 2011 - August 2011
Panera Bread May 2009 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
University of Melbourne - Melbourne Business School 2013 — 2013
New York University in Prague 2013 — 2013
Sharon High School 2007 — 2011
EY January 2015 - Present
TD Securities June 2014 - August 2014
Boston Private Bank June 2013 - July 2013
CoachUp May 2012 - August 2012
CBIZ Tofias July 2011 - August 2011
Panera Bread May 2009 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
University of Melbourne - Melbourne Business School 2013 — 2013
New York University in Prague 2013 — 2013
Sharon High School 2007 — 2011
Jilian Murphy's Boston Private Bank Experience June 2010 - August 2010
Job Marketing Communications professional
Industry Public Relations and Communications
Experience
Sun Life Financial September 2012 - October 2014
Avery Dennison November 2011 - September 2012
Boston Debate League September 2010 - December 2010
Boston Private Bank June 2010 - August 2010
Skills
Corporate Communications, Blogging, Internal Communications, Social Media, Public Relations, Press Releases, Copywriting, Editing, Communications Planning, Team Leadership, Outlook, Event Management, Event Planning, Teamwork, Integrated Marketing, Communication, Marketing, Nonprofits, Marketing Communications, Project Management, Communications Strategy, Microsoft Suites, Employee Engagement, Web Content Management, Public Relations Skills, Ap Style, Social Networking, News Release Writing, Research, Special Events, Facebook, Twitter, Tumblr, Wordpress, Press Kits, Writing Skills, Writing, Team Management, Analytical Writing, Lotus Notes, WebTrends Analytics, Copy Editing, Creative Writing, Web Content, Proofreading, Silverpop Engage, Silverpop, SharePoint
Education
Suffolk University
Bachelor of Arts
Sun Life Financial September 2012 - October 2014
Avery Dennison November 2011 - September 2012
Boston Debate League September 2010 - December 2010
Boston Private Bank June 2010 - August 2010
Skills
Corporate Communications, Blogging, Internal Communications, Social Media, Public Relations, Press Releases, Copywriting, Editing, Communications Planning, Team Leadership, Outlook, Event Management, Event Planning, Teamwork, Integrated Marketing, Communication, Marketing, Nonprofits, Marketing Communications, Project Management, Communications Strategy, Microsoft Suites, Employee Engagement, Web Content Management, Public Relations Skills, Ap Style, Social Networking, News Release Writing, Research, Special Events, Facebook, Twitter, Tumblr, Wordpress, Press Kits, Writing Skills, Writing, Team Management, Analytical Writing, Lotus Notes, WebTrends Analytics, Copy Editing, Creative Writing, Web Content, Proofreading, Silverpop Engage, Silverpop, SharePoint
Education
Suffolk University
Bachelor of Arts
Josephine Giordano Josephine Giordano's Boston Private Bank Experience January 2010 - September 2013
Job Business Development, Marketing, and Relationship Management
Industry Online Media
Experience
Boston Virtual Imaging September 2013 - Present
Josi Photo May 2012 - Present
Boston Private Bank January 2010 - September 2013
Boston Private Bank September 2010 - August 2013
WWOOF or World Wide Opportunity for Organic Farming May 2011 - May 2011
Boston Private Bank & Trust Co August 2009 - September 2010
Boston Private Bank & Trust Co May 2008 - August 2009
Education
Suffolk University - Sawyer School of Management 2007 — 2012
Bachelor's Degree
Weymouth High School
HS diploma
Boston Virtual Imaging September 2013 - Present
Josi Photo May 2012 - Present
Boston Private Bank January 2010 - September 2013
Boston Private Bank September 2010 - August 2013
WWOOF or World Wide Opportunity for Organic Farming May 2011 - May 2011
Boston Private Bank & Trust Co August 2009 - September 2010
Boston Private Bank & Trust Co May 2008 - August 2009
Education
Suffolk University - Sawyer School of Management 2007 — 2012
Bachelor's Degree
Weymouth High School
HS diploma
Catherine (Cathy) Squillacioti Catherine (Cathy) Squillacioti's Boston Private Bank Experience June 2004 - Present
Job Vice President, Finance at Boston Private
Industry Banking
Experience
New England College of Business and Finance April 2011 - Present
Boston Private Bank June 2004 - Present
Investors Bank & Trust July 2002 - June 2004
Sovereign Bank July 2001 - June 2002
Sovereign Bank June 2000 - January 2001
BankBoston May 1984 - June 2000
Skills
Expense Management, Banking, Risk Management, Financial Analysis, Cash Management, Portfolio Management, Finance, Operational Risk..., Financial Risk, AML, Fraud, Forensic Accounting, Balance Sheet Review, Regulatory Policy, Regulatory Agencies, Regulatory Requirements, Regulatory Guidelines, Fixed Income, Account Reconciliation, Process Improvement, Retail Banking, Consumer Lending, Leadership, Internal Controls, Mergers & Acquisitions
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance - Forensic Accounting Concentration
University of Massachusetts Boston 1987 — 1993
Bachelor's of Science, Finance
New England College of Business and Finance April 2011 - Present
Boston Private Bank June 2004 - Present
Investors Bank & Trust July 2002 - June 2004
Sovereign Bank July 2001 - June 2002
Sovereign Bank June 2000 - January 2001
BankBoston May 1984 - June 2000
Skills
Expense Management, Banking, Risk Management, Financial Analysis, Cash Management, Portfolio Management, Finance, Operational Risk..., Financial Risk, AML, Fraud, Forensic Accounting, Balance Sheet Review, Regulatory Policy, Regulatory Agencies, Regulatory Requirements, Regulatory Guidelines, Fixed Income, Account Reconciliation, Process Improvement, Retail Banking, Consumer Lending, Leadership, Internal Controls, Mergers & Acquisitions
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance - Forensic Accounting Concentration
University of Massachusetts Boston 1987 — 1993
Bachelor's of Science, Finance
Shauna S Kahen, MBA Shauna S Kahen, MBA's Boston Private Bank Experience June 2012 - Present
Job Relationship Manager at Boston Private Bank
Industry Banking
Experience
Boston Private Bank June 2012 - Present
Boston Private Bank January 2009 - May 2012
Bank of America October 2007 - December 2009
Skills
Problem Solving, Compliance, Risk Management, Risk, Relationship Management, Securities, CRM, Commercial Lending, Financial Risk, Asset Managment, Management, Business Analysis, Portfolio Management, Small Business Lending, Wealth Management, Private Banking, Insurance, Business Planning, Operations Management, Contract Negotiation, Strategic Financial..., Change Management, Negotiation, Credit Risk, Finance, AML, Analysis, Asset Allocation, Asset Management, Business Development, Commercial Mortgages, Financial Modeling, KYC, Lines Of Credit, Loan Origination, Mergers, Mortgage Banking, Strategy, Financial Planning, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Business Administration (M.B.A.)
UCI 2002 — 2006
Bachelor's degree, International Business
Boston Private Bank June 2012 - Present
Boston Private Bank January 2009 - May 2012
Bank of America October 2007 - December 2009
Skills
Problem Solving, Compliance, Risk Management, Risk, Relationship Management, Securities, CRM, Commercial Lending, Financial Risk, Asset Managment, Management, Business Analysis, Portfolio Management, Small Business Lending, Wealth Management, Private Banking, Insurance, Business Planning, Operations Management, Contract Negotiation, Strategic Financial..., Change Management, Negotiation, Credit Risk, Finance, AML, Analysis, Asset Allocation, Asset Management, Business Development, Commercial Mortgages, Financial Modeling, KYC, Lines Of Credit, Loan Origination, Mergers, Mortgage Banking, Strategy, Financial Planning, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Business Administration (M.B.A.)
UCI 2002 — 2006
Bachelor's degree, International Business
Adilson Lopes Adilson Lopes's Boston Private Bank Experience December 2011 - July 2012
Job Enterprise Solution Sales Professional at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2015 - Present
Brookline Bank August 2012 - June 2015
Boston Private Bank December 2011 - July 2012
Bank of America April 2010 - December 2011
Bank of America July 2009 - April 2010
Skills
Banking, Credit, Loans, Retail Banking, Deposits, Customer Service, Risk Management, Outlook, Microsoft Excel, Workforce Management, Quality Assurance, Call Center, Microsoft Word, Microsoft Office, SharePoint, Cash Management, IVR, Wire Transfers, ACH, Depository Operations, Bill Payment, Contact Center..., Internet Banking, Check 21, Teamwork, Adobe Acrobat, Research, Call Centers, Process Improvement, Management, Financial Analysis, Project Planning, Jack Henry, Remote Deposit Capture, Data Analysis, Sweep Accounts, Strategic Planning, Pricing Analysis, Business Planning, Sales Presentations, Sales Operations, Procedure Development, Procedure Creation, Customer Satisfaction, Customer Experience, Customer-focused, Customer Support, Building Relationships, Social Media, Leadership
Education
Suffolk University - Sawyer Business School 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Suffolk University - Sawyer Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Global Business & Finance
Microsoft June 2015 - Present
Brookline Bank August 2012 - June 2015
Boston Private Bank December 2011 - July 2012
Bank of America April 2010 - December 2011
Bank of America July 2009 - April 2010
Skills
Banking, Credit, Loans, Retail Banking, Deposits, Customer Service, Risk Management, Outlook, Microsoft Excel, Workforce Management, Quality Assurance, Call Center, Microsoft Word, Microsoft Office, SharePoint, Cash Management, IVR, Wire Transfers, ACH, Depository Operations, Bill Payment, Contact Center..., Internet Banking, Check 21, Teamwork, Adobe Acrobat, Research, Call Centers, Process Improvement, Management, Financial Analysis, Project Planning, Jack Henry, Remote Deposit Capture, Data Analysis, Sweep Accounts, Strategic Planning, Pricing Analysis, Business Planning, Sales Presentations, Sales Operations, Procedure Development, Procedure Creation, Customer Satisfaction, Customer Experience, Customer-focused, Customer Support, Building Relationships, Social Media, Leadership
Education
Suffolk University - Sawyer Business School 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Suffolk University - Sawyer Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Global Business & Finance
Maureen McCarthy, MBA, CIA, CAMS,CISA Maureen McCarthy, MBA, CIA, CAMS,CISA's Boston Private Bank Experience May 2011 - August 2012
Job Brookline Bancorp, Inc. Integration and Strategic Transformation
Industry Banking
Experience
Brookline Bancorp, Inc. December 2012 - Present
Boston Private Bank May 2011 - August 2012
Boston Private Bank June 2003 - May 2011
Boston Private Bank & Trust Company February 2002 - June 2003
BankBoston/FleetBoston Financial 1990 - September 2001
Barnett Bank December 1989 - 1990
First National Bank of Boston July 1980 - November 1989
Skills
Management Consulting, Strategy Development, Strategic Planning, Strategic Communications, Leveraging Technology, Workflow Analysis, Efficiency Improvement, Organizational Structure, Business Intelligence, Project Implementation, Enterprise Risk..., Risk Mitigation, Banking, Private Banking, Internal Audit, AML, BSA, Operational Risk..., Privacy, Compliance Audits, Fraud Prevention, Forensic Accounting, Security Audits, Training & Development, Sustainability, Risk Management, Risk Assessment, Fraud
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
UMass Amherst - Isenberg School of Management 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
FBI Citizens's Academy (Boston)
Certificate, Crime Prevention and Community Safety
Marblehead High School
Brookline Bancorp, Inc. December 2012 - Present
Boston Private Bank May 2011 - August 2012
Boston Private Bank June 2003 - May 2011
Boston Private Bank & Trust Company February 2002 - June 2003
BankBoston/FleetBoston Financial 1990 - September 2001
Barnett Bank December 1989 - 1990
First National Bank of Boston July 1980 - November 1989
Skills
Management Consulting, Strategy Development, Strategic Planning, Strategic Communications, Leveraging Technology, Workflow Analysis, Efficiency Improvement, Organizational Structure, Business Intelligence, Project Implementation, Enterprise Risk..., Risk Mitigation, Banking, Private Banking, Internal Audit, AML, BSA, Operational Risk..., Privacy, Compliance Audits, Fraud Prevention, Forensic Accounting, Security Audits, Training & Development, Sustainability, Risk Management, Risk Assessment, Fraud
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
UMass Amherst - Isenberg School of Management 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
FBI Citizens's Academy (Boston)
Certificate, Crime Prevention and Community Safety
Marblehead High School
Kevin Trout Kevin Trout's Boston Private Bank Experience January 2012 - June 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance January 2014 - July 2014
Federal Reserve Bank of Boston January 2013 - June 2013
Boston Private Bank January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Photoshop, Financial Risk, AML, Research
Education
Northeastern University 2010 — 2014
Candidate for BS, Economics
The Miami Valley School
Wells Fargo Capital Finance January 2014 - July 2014
Federal Reserve Bank of Boston January 2013 - June 2013
Boston Private Bank January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Photoshop, Financial Risk, AML, Research
Education
Northeastern University 2010 — 2014
Candidate for BS, Economics
The Miami Valley School
Amy Olson Amy Olson's Boston Private Bank Experience May 2006 - May 2009
Job CresCom Bank
Industry Banking
Experience
CresCom Bank June 2015 - Present
The Dee Norton Lowcountry Children's Center March 2010 - August 2010
Boston Private Bank May 2006 - May 2009
UBS 2001 - 2005
State Street Bank 1986 - 2001
Skills
Fixed Income, Equities, Securities, Derivatives, Risk Management
Education
University of Massachusetts Boston 1977 — 1981
BS, Management
CresCom Bank June 2015 - Present
The Dee Norton Lowcountry Children's Center March 2010 - August 2010
Boston Private Bank May 2006 - May 2009
UBS 2001 - 2005
State Street Bank 1986 - 2001
Skills
Fixed Income, Equities, Securities, Derivatives, Risk Management
Education
University of Massachusetts Boston 1977 — 1981
BS, Management
Stephen Jussaume's Boston Private Bank Experience November 2012 - Present
Job Commercial Loan Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2012 - Present
Rockland Trust Company April 2011 - November 2012
Needham Bank October 2010 - April 2011
Sovereign - Santander February 2008 - October 2010
TD Bank April 2006 - February 2008
TD Bank December 2000 - April 2006
Skills
Loans, Investments, Credit, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Credit Risk, Small Business Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Risk, Lines Of Credit, Finance
Education
University of Massachusetts at Lowell 2001 — 2005
Finance
Boston Private Bank November 2012 - Present
Rockland Trust Company April 2011 - November 2012
Needham Bank October 2010 - April 2011
Sovereign - Santander February 2008 - October 2010
TD Bank April 2006 - February 2008
TD Bank December 2000 - April 2006
Skills
Loans, Investments, Credit, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Credit Risk, Small Business Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Risk, Lines Of Credit, Finance
Education
University of Massachusetts at Lowell 2001 — 2005
Finance
Nancy Blanton's Boston Private Bank Experience August 2002 - March 2011
Job Executive Assistant and Office Administrator
Industry Financial Services
Experience
Saltonstall and Co. LLP April 2013 - May 2015
Loring, Wolcott & Coolidge June 2012 - April 2013
Boston Private Bank August 2002 - March 2011
Manulife Financial February 1996 - September 2001
Goldstein & Manello 1994 - 1995
Lumsden & Inge, PC August 1990 - May 1994
Datapaq Inc. 1987 - 1989
Skills
PowerPoint, Microsoft Office, Customer Service, Banking, Excel, Word, Documentation, Outlook, Portfolio Management, Microsoft Excel
Education
Northeastern University 1997 — 2001
Liberal Arts
Saltonstall and Co. LLP April 2013 - May 2015
Loring, Wolcott & Coolidge June 2012 - April 2013
Boston Private Bank August 2002 - March 2011
Manulife Financial February 1996 - September 2001
Goldstein & Manello 1994 - 1995
Lumsden & Inge, PC August 1990 - May 1994
Datapaq Inc. 1987 - 1989
Skills
PowerPoint, Microsoft Office, Customer Service, Banking, Excel, Word, Documentation, Outlook, Portfolio Management, Microsoft Excel
Education
Northeastern University 1997 — 2001
Liberal Arts
Sean McLellan's Boston Private Bank Experience December 2014 - Present
Job Assistant to the Tax Dept. at Boston Private Bank
Industry Accounting
Experience
Boston Private Bank December 2014 - Present
AccountSource 2014 - 2015
Bed Bath and Beyond June 2012 - December 2014
Plimoth Plantation August 2014 - November 2014
Internal Revenue Service June 2013 - August 2013
Yaun Yen Do Karate Centers February 2008 - March 2010
Skills
Tax Preparation, Microsoft Excel, QuickBooks, Microsoft Word, Report Writing, MS Excel Pivot Tables, H&R Block at home..., Windows XP, Windows 7
Education
Johnson and Wales University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Plymouth North High School 2006 — 2010
Boston Private Bank December 2014 - Present
AccountSource 2014 - 2015
Bed Bath and Beyond June 2012 - December 2014
Plimoth Plantation August 2014 - November 2014
Internal Revenue Service June 2013 - August 2013
Yaun Yen Do Karate Centers February 2008 - March 2010
Skills
Tax Preparation, Microsoft Excel, QuickBooks, Microsoft Word, Report Writing, MS Excel Pivot Tables, H&R Block at home..., Windows XP, Windows 7
Education
Johnson and Wales University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Plymouth North High School 2006 — 2010
Arian Massoudi Arian Massoudi's Boston Private Bank Experience September 2011 - September 2014
Job Security Sales Engineer at Rapid7
Industry Information Technology and Services
Experience
Rapid7 September 2014 - Present
Boston Private Bank September 2011 - September 2014
HouseWorks LLC August 2010 - September 2011
Boston Private Bank June 2009 - June 2010
Skills
DLP, IPS, Security Awareness, Information Security, Threat & Vulnerability..., Identity Management, Access Control, Business Relationship..., Business Networking, Network Security, Penetration Testing, Security, Cloud Computing, Application Security, Active Directory, Databases, PCI DSS
Education
Suffolk University 2006 — 2010
BSBA, Information Systems
Rapid7 September 2014 - Present
Boston Private Bank September 2011 - September 2014
HouseWorks LLC August 2010 - September 2011
Boston Private Bank June 2009 - June 2010
Skills
DLP, IPS, Security Awareness, Information Security, Threat & Vulnerability..., Identity Management, Access Control, Business Relationship..., Business Networking, Network Security, Penetration Testing, Security, Cloud Computing, Application Security, Active Directory, Databases, PCI DSS
Education
Suffolk University 2006 — 2010
BSBA, Information Systems
Morgan Larkin Morgan Larkin's Boston Private Bank Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Legal Services
Experience
Boston Private Bank July 2014 - December 2014
Silverleaf Resorts April 2013 - June 2013
Massachusetts Attorney General's Office January 2013 - June 2013
Skills
Legal Writing, Westlaw, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Customer Service, Facebook, Photoshop, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminology & Criminal Justice
Vrije Universiteit Amsterdam 2013 — 2013
Law
Boston Private Bank July 2014 - December 2014
Silverleaf Resorts April 2013 - June 2013
Massachusetts Attorney General's Office January 2013 - June 2013
Skills
Legal Writing, Westlaw, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Customer Service, Facebook, Photoshop, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminology & Criminal Justice
Vrije Universiteit Amsterdam 2013 — 2013
Law
Scott Blumenthal's Boston Private Bank Experience June 2013 - August 2013
Job Rotational Development Program Associate at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings September 2014 - Present
Tufts University September 2010 - May 2014
Boston Private Bank June 2013 - August 2013
Suffolk County District Attorney's Office June 2012 - August 2012
High Meadow Day Camp June 2010 - August 2010
Skills
PowerPoint, SPSS, Social Media, Microsoft Word, Microsoft Excel, Team Leadership, Italian, Spreadsheets, Stata, Economics, Psychology, Data Analysis, Microsoft Office
Education
Tufts University 2010 — 2014
Bachelor's Degree, Economics, Psychology
Trinity College in Rome - Semester Abroad
Economics, Art History, Italian
Simsbury High School 2006 — 2010
High School
Boston Private Financial Holdings September 2014 - Present
Tufts University September 2010 - May 2014
Boston Private Bank June 2013 - August 2013
Suffolk County District Attorney's Office June 2012 - August 2012
High Meadow Day Camp June 2010 - August 2010
Skills
PowerPoint, SPSS, Social Media, Microsoft Word, Microsoft Excel, Team Leadership, Italian, Spreadsheets, Stata, Economics, Psychology, Data Analysis, Microsoft Office
Education
Tufts University 2010 — 2014
Bachelor's Degree, Economics, Psychology
Trinity College in Rome - Semester Abroad
Economics, Art History, Italian
Simsbury High School 2006 — 2010
High School
Alyssa Olson's Boston Private Bank Experience June 2015 - Present
Job Commercial Loan Administrator at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank June 2015 - Present
TD Bank September 2014 - Present
TD May 2013 - September 2014
CVS Pharmacy April 2010 - April 2013
Wachusett Mountain Ski Area December 2010 - April 2011
Skills
Customer Service, Money Management, Microsoft Word, PowerPoint, Time Management, Management, Telephone Skills, Cashiering, Data Entry, Teamwork, Customer Satisfaction, Outlook, Access, Microsoft Excel, Retail, Sales
Education
University of Massachusetts Dartmouth 2012 — 2015
Wachusett Regional High School 2008 — 2011
Boston Private Bank June 2015 - Present
TD Bank September 2014 - Present
TD May 2013 - September 2014
CVS Pharmacy April 2010 - April 2013
Wachusett Mountain Ski Area December 2010 - April 2011
Skills
Customer Service, Money Management, Microsoft Word, PowerPoint, Time Management, Management, Telephone Skills, Cashiering, Data Entry, Teamwork, Customer Satisfaction, Outlook, Access, Microsoft Excel, Retail, Sales
Education
University of Massachusetts Dartmouth 2012 — 2015
Wachusett Regional High School 2008 — 2011
Aqueelah Alford Aqueelah Alford's Boston Private Bank Experience August 2009 - September 2009
Job Billing Specialist at DTZ
Industry Commercial Real Estate
Experience
DTZ September 2013 - Present
Boston University May 2013 - September 2013
TNCI January 2011 - March 2013
Citizens Bank June 2010 - January 2011
Boston Private Bank August 2009 - September 2009
Skills
Microsoft Excel, Analysis, Databases, Financial Modeling, Credit, Research, Fax, Business Analysis, Call Centers, Process Improvement, Filing, Accounts Receivable, Sarbanes-Oxley Act, Customer Service, Outlook, Microsoft Office, Accounts Payable, CRM, Accounting, Account Reconciliation, Risk Management, Data Analysis, PowerPoint, General Ledger, Spreadsheets, Invoicing, Telecommunications
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
DTZ September 2013 - Present
Boston University May 2013 - September 2013
TNCI January 2011 - March 2013
Citizens Bank June 2010 - January 2011
Boston Private Bank August 2009 - September 2009
Skills
Microsoft Excel, Analysis, Databases, Financial Modeling, Credit, Research, Fax, Business Analysis, Call Centers, Process Improvement, Filing, Accounts Receivable, Sarbanes-Oxley Act, Customer Service, Outlook, Microsoft Office, Accounts Payable, CRM, Accounting, Account Reconciliation, Risk Management, Data Analysis, PowerPoint, General Ledger, Spreadsheets, Invoicing, Telecommunications
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Margo Lalumiere's Boston Private Bank Experience June 2012 - August 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC September 2013 - January 2014
PwC January 2013 - April 2013
Boston Private Bank June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, Teamwork, Windows, English, Accounting, Access, Marketing
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Accounting (MACCT)
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science Managment (BSM), Finance
Falmouth High School 2005 — 2009
PwC September 2014 - Present
PwC September 2013 - January 2014
PwC January 2013 - April 2013
Boston Private Bank June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, Teamwork, Windows, English, Accounting, Access, Marketing
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Accounting (MACCT)
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science Managment (BSM), Finance
Falmouth High School 2005 — 2009
David Breaux David Breaux's Boston Private Bank Experience November 2007 - August 2013
Job Mortgage Loan Officer at Private Mortgage Advisors
Industry Financial Services
Experience
Private Mortgage Advisors April 2014 - Present
EverBank August 2013 - April 2014
Boston Private Bank November 2007 - August 2013
Countrywide Home Loans June 2005 - November 2007
Peninsula Custom Homes, Inc. May 2000 - August 2002
Bernstein June 1997 - May 2000
Skills
Mortgage Lending, Banking, Loans, Real Estate, Credit, Financial Analysis, Investments, Real Estate Economics, Underwriting, Credit Analysis, Retail Banking, Commercial Banking, Investment Properties, Portfolio Management, Budgets, Refinance, Finance, Sales, Mortgage Banking, Loan Origination, Credit Risk, Wealth Management, Private Banking, Residential Mortgages, Relationship Management, Construction Loans, Real Estate Financing, Real Estate Transactions, Asset Allocation, Mortgage Underwriting, Referrals, First Time Home Buyers
Education
University of California, Santa Barbara 1993 — 1997
BA, Economics
Private Mortgage Advisors April 2014 - Present
EverBank August 2013 - April 2014
Boston Private Bank November 2007 - August 2013
Countrywide Home Loans June 2005 - November 2007
Peninsula Custom Homes, Inc. May 2000 - August 2002
Bernstein June 1997 - May 2000
Skills
Mortgage Lending, Banking, Loans, Real Estate, Credit, Financial Analysis, Investments, Real Estate Economics, Underwriting, Credit Analysis, Retail Banking, Commercial Banking, Investment Properties, Portfolio Management, Budgets, Refinance, Finance, Sales, Mortgage Banking, Loan Origination, Credit Risk, Wealth Management, Private Banking, Residential Mortgages, Relationship Management, Construction Loans, Real Estate Financing, Real Estate Transactions, Asset Allocation, Mortgage Underwriting, Referrals, First Time Home Buyers
Education
University of California, Santa Barbara 1993 — 1997
BA, Economics
Angela (Jones) English's Boston Private Bank Experience June 2013 - Present
Job Assistant Vice President, Human Resources Officer
Industry Banking
Experience
Boston Private Bank June 2013 - Present
JH Capital Group 2012 - 2013
Anchor Loans 2011 - 2012
Oversee.net June 2004 - January 2009
Skills
Talent Acquisition, Onboarding, Recruiting, Applicant Tracking..., Employee Relations, Employee Benefits, Talent Management, Human Resources, College Recruiting, Organizational..., Sourcing, Outlook, Executive Search, Leadership Development, Temporary Staffing, New Hire Orientations, Deferred Compensation, Benefits Administration, FMLA, Employment Law, Strategic Planning, Internet Recruiting, HR Policies, Compensation, Job Fairs, Job Descriptions, ADP Payroll, Conflict Resolution, HRIS, Performance Management, Cold Calling, Social Media, Taleo, Management, Workforce Planning, Strategy
Education
San Jose State University 1991 — 1997
Boston Private Bank June 2013 - Present
JH Capital Group 2012 - 2013
Anchor Loans 2011 - 2012
Oversee.net June 2004 - January 2009
Skills
Talent Acquisition, Onboarding, Recruiting, Applicant Tracking..., Employee Relations, Employee Benefits, Talent Management, Human Resources, College Recruiting, Organizational..., Sourcing, Outlook, Executive Search, Leadership Development, Temporary Staffing, New Hire Orientations, Deferred Compensation, Benefits Administration, FMLA, Employment Law, Strategic Planning, Internet Recruiting, HR Policies, Compensation, Job Fairs, Job Descriptions, ADP Payroll, Conflict Resolution, HRIS, Performance Management, Cold Calling, Social Media, Taleo, Management, Workforce Planning, Strategy
Education
San Jose State University 1991 — 1997
Theseus (Ted) Wallace Theseus (Ted) Wallace's Boston Private Bank Experience November 1995 - February 1996
Job Director/Technical Lead at Iron Ivy Inc.
Industry Information Technology and Services
Experience
Iron Ivy Inc. 2000 - Present
TNS Canadian Facts October 2005 - May 2007
Marsh Canada Limited 2002 - 2005
IBM Canada Ltd. October 1998 - September 2000
Nabisco February 1996 - October 1998
Boston Private Bank November 1995 - February 1996
DST/Corfax Systems Ltd June 1992 - November 1995
Skills
Technical Support, SDLC, Network Administration, Servers, Software Documentation, Network Security, Troubleshooting, Databases, Linux, Security, Networking, Network Design, Software Installation, Windows
Education
Everest College-North York 2011 — 2012
Diploma, Network and System Administration/Administrator
Humber College 1980 — 1984
Diploma, Computer Programming
Iron Ivy Inc. 2000 - Present
TNS Canadian Facts October 2005 - May 2007
Marsh Canada Limited 2002 - 2005
IBM Canada Ltd. October 1998 - September 2000
Nabisco February 1996 - October 1998
Boston Private Bank November 1995 - February 1996
DST/Corfax Systems Ltd June 1992 - November 1995
Skills
Technical Support, SDLC, Network Administration, Servers, Software Documentation, Network Security, Troubleshooting, Databases, Linux, Security, Networking, Network Design, Software Installation, Windows
Education
Everest College-North York 2011 — 2012
Diploma, Network and System Administration/Administrator
Humber College 1980 — 1984
Diploma, Computer Programming
Richard Sipley CFP, CFA Richard Sipley CFP, CFA's Boston Private Bank Experience 2008 - 2014
Job Chief Investment Officer at Wellesley Investment Partners
Industry Financial Services
Experience
Wellesley Investment Partners October 2014 - Present
Boston Private Bank 2008 - 2014
Dempsey & Co / E*Trade 1995 - 2008
Hewitt Associates 1988 - 1995
Skills
Portfolio Management, Wealth Management, Equities, High Net Worth..., Retirement Planning, Asset Managment, Dividends, Tactical Asset..., Private Client Services, Book Writing, Risk Management, Holistic Financial..., Financial Analysis, Long/Short Equity
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance / Economics
Miami University 1984 — 1988
BS, Finance / Computer Science
Wellesley Investment Partners October 2014 - Present
Boston Private Bank 2008 - 2014
Dempsey & Co / E*Trade 1995 - 2008
Hewitt Associates 1988 - 1995
Skills
Portfolio Management, Wealth Management, Equities, High Net Worth..., Retirement Planning, Asset Managment, Dividends, Tactical Asset..., Private Client Services, Book Writing, Risk Management, Holistic Financial..., Financial Analysis, Long/Short Equity
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance / Economics
Miami University 1984 — 1988
BS, Finance / Computer Science
Chloe Hallum Chloe Hallum's Boston Private Bank Experience June 2013 - August 2013
Job Incoming Analyst at Barclays Capital
Industry Investment Banking
Experience
University of Oxford January 2015 - Present
Vassar College September 2012 - Present
U.S. House of Representatives May 2014 - August 2014
Boston Private Bank June 2013 - August 2013
U.S. Congressional Campaign June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Stata, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Time Management, Economics, Access, Leadership
Education
Vassar College 2012 — 2016
Bachelor's Degree, Economics and Mathematics
University of Oxford 2015 — 2015
Bachelor's Degree, Economics and Mathematics
Olympia High School 2008 — 2012
High School Diploma
University of Oxford January 2015 - Present
Vassar College September 2012 - Present
U.S. House of Representatives May 2014 - August 2014
Boston Private Bank June 2013 - August 2013
U.S. Congressional Campaign June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Stata, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Time Management, Economics, Access, Leadership
Education
Vassar College 2012 — 2016
Bachelor's Degree, Economics and Mathematics
University of Oxford 2015 — 2015
Bachelor's Degree, Economics and Mathematics
Olympia High School 2008 — 2012
High School Diploma
Stephen Plouffe's Boston Private Bank Experience November 2009 - March 2013
Job Senior Risk Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments March 2013 - Present
Boston Private Bank November 2009 - March 2013
State Street 2007 - 2009
Skills
Bloomberg, BondEdge, APX, SEI Trust 3000, Fixed Income, Barclays Point, BlackRock Aladdin, Asset Management, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MSF, Finance
University of Massachusetts Lowell 2003 — 2007
Bachelor, Finance and Management
Pioneer Investments March 2013 - Present
Boston Private Bank November 2009 - March 2013
State Street 2007 - 2009
Skills
Bloomberg, BondEdge, APX, SEI Trust 3000, Fixed Income, Barclays Point, BlackRock Aladdin, Asset Management, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MSF, Finance
University of Massachusetts Lowell 2003 — 2007
Bachelor, Finance and Management
Dan Dion Dan Dion's Boston Private Bank Experience June 2015 - Present
Job Staff Accountant I at Boston Private Bank
Industry Accounting
Experience
Boston Private Bank June 2015 - Present
Berger, Katz, Weishaus & Lenza PC January 2015 - April 2015
HR Knowledge, Inc. June 2014 - September 2014
Live Nation Entertainment (Xfinity Center) May 2009 - August 2014
Skills
Accounting, Financial Accounting, QuickBooks, Time Management, Organization, Microsoft Office, Leadership, Data Entry
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's Degree, Accounting
Mansfield High School 2007 — 2011
Boston Private Bank June 2015 - Present
Berger, Katz, Weishaus & Lenza PC January 2015 - April 2015
HR Knowledge, Inc. June 2014 - September 2014
Live Nation Entertainment (Xfinity Center) May 2009 - August 2014
Skills
Accounting, Financial Accounting, QuickBooks, Time Management, Organization, Microsoft Office, Leadership, Data Entry
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's Degree, Accounting
Mansfield High School 2007 — 2011
Helen Pimentel Helen Pimentel's Boston Private Bank Experience January 2014 - Present
Job Community Investment Coordinator at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank January 2014 - Present
Hyde Jackson Square Main Street April 2011 - Present
Boston Private Bank September 2011 - January 2014
Dimock Parent Council Representative April 2011 - 2012
Boston Private Bank November 2008 - September 2011
Robert Half International January 2007 - February 2008
Skills
Banking, Fundraising, Outlook, Nonprofits, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Community Outreach, Microsoft Word, Teamwork, PowerPoint, Social Networking, First Time Home Buyers, Affordable Housing, Private Banking, Volunteer Management, Spanish, Credit, Social Media, Accounting, Public Relations, Budgets, Charitable Gift Planning, Financial Literacy..., Corporate Events, Assisting First Time..., Team Building, Youth Mentoring, Event Management, Community Reinvestment..., Data Analysis, Team Leadership, Real Estate Development, Residential Mortgages, Budget Monitoring, Marketing, Hosting Events
Education
Regis College 2002 — 2006
BA, Psychology/Communication
West Roxbury High School 1998 — 2002
High School Diploma and Media Certificate, Communication, General
Boston Private Bank January 2014 - Present
Hyde Jackson Square Main Street April 2011 - Present
Boston Private Bank September 2011 - January 2014
Dimock Parent Council Representative April 2011 - 2012
Boston Private Bank November 2008 - September 2011
Robert Half International January 2007 - February 2008
Skills
Banking, Fundraising, Outlook, Nonprofits, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Community Outreach, Microsoft Word, Teamwork, PowerPoint, Social Networking, First Time Home Buyers, Affordable Housing, Private Banking, Volunteer Management, Spanish, Credit, Social Media, Accounting, Public Relations, Budgets, Charitable Gift Planning, Financial Literacy..., Corporate Events, Assisting First Time..., Team Building, Youth Mentoring, Event Management, Community Reinvestment..., Data Analysis, Team Leadership, Real Estate Development, Residential Mortgages, Budget Monitoring, Marketing, Hosting Events
Education
Regis College 2002 — 2006
BA, Psychology/Communication
West Roxbury High School 1998 — 2002
High School Diploma and Media Certificate, Communication, General
Han Su Kim Han Su Kim's Boston Private Bank Experience September 2000 - October 2000
Job IT Manager at Acquia
Industry Information Technology and Services
Experience
Acquia October 2014 - Present
edX January 2014 - October 2014
Sapient September 2012 - December 2013
Macuity October 2011 - September 2012
Wellesley College December 2001 - September 2011
Cambridge SoundWorks November 2000 - October 2001
Boston Private Bank September 2000 - October 2000
Fish & Richardson P.C. January 2000 - August 2000
Stony Brook University June 1997 - January 1999
Skills
iOS, Higher Education, Active Directory, Mac OS X Server, Technical Support, System Administration, Troubleshooting, OS X, Linux, VPN, Apple Remote Desktop, Android, Help Desk Support, Project Management, Networking, Customer Service, Leadership, Windows, Ubuntu, Virtualization, InstaDMG, DeployStudio, Bash, Security, Servers, Social Media, Blackberry, Mobile Device Management, Apple, Mac, VMware ESX, Integration, Computer Security, DNS, Mac OS, Solaris, Network Security, Shell Scripting, Computer Hardware, Apache, Unix, Network Administration, VMware, Wireless Networking, Firewalls, iPhone
Education
State University of New York at Stony Brook 1997 — 1999
Business Management; Economic and Finance
Union College 1994 — 1997
Economics and Political Science
The Bronx High School of Science 1990 — 1994
Acquia October 2014 - Present
edX January 2014 - October 2014
Sapient September 2012 - December 2013
Macuity October 2011 - September 2012
Wellesley College December 2001 - September 2011
Cambridge SoundWorks November 2000 - October 2001
Boston Private Bank September 2000 - October 2000
Fish & Richardson P.C. January 2000 - August 2000
Stony Brook University June 1997 - January 1999
Skills
iOS, Higher Education, Active Directory, Mac OS X Server, Technical Support, System Administration, Troubleshooting, OS X, Linux, VPN, Apple Remote Desktop, Android, Help Desk Support, Project Management, Networking, Customer Service, Leadership, Windows, Ubuntu, Virtualization, InstaDMG, DeployStudio, Bash, Security, Servers, Social Media, Blackberry, Mobile Device Management, Apple, Mac, VMware ESX, Integration, Computer Security, DNS, Mac OS, Solaris, Network Security, Shell Scripting, Computer Hardware, Apache, Unix, Network Administration, VMware, Wireless Networking, Firewalls, iPhone
Education
State University of New York at Stony Brook 1997 — 1999
Business Management; Economic and Finance
Union College 1994 — 1997
Economics and Political Science
The Bronx High School of Science 1990 — 1994
Kevin DeBenedetto Kevin DeBenedetto's Boston Private Bank Experience May 2014 - Present
Job Business Intelligence Developer at Boston Private
Industry Information Technology and Services
Experience
Boston Private Bank May 2014 - Present
Lockheed Martin October 2013 - May 2014
EMD Millipore April 2013 - October 2013
EMD Millipore March 2011 - March 2013
Expeditors International August 2010 - March 2011
Skills
Oracle, Hyperion, Hyperion Interactive..., SQL, SQL Server Management..., R, Powershell, VBA, Microsoft SQL Server, Microsoft Excel, JavaScript, HTML, CSS, Microsoft Office, Access Database, XML, Business Objects, SAP, DB2, PL/SQL, T-SQL, Data Warehousing, ETL, Dashboarding
Education
Saint Anselm College 2006 — 2010
B.A, International Relations, Spanish
Boston Private Bank May 2014 - Present
Lockheed Martin October 2013 - May 2014
EMD Millipore April 2013 - October 2013
EMD Millipore March 2011 - March 2013
Expeditors International August 2010 - March 2011
Skills
Oracle, Hyperion, Hyperion Interactive..., SQL, SQL Server Management..., R, Powershell, VBA, Microsoft SQL Server, Microsoft Excel, JavaScript, HTML, CSS, Microsoft Office, Access Database, XML, Business Objects, SAP, DB2, PL/SQL, T-SQL, Data Warehousing, ETL, Dashboarding
Education
Saint Anselm College 2006 — 2010
B.A, International Relations, Spanish
Lisa Petrowsky's Boston Private Bank Experience October 2009 - April 2011
Job Global Payroll Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Boston Private Financial Holdings April 2011 - January 2015
Boston Private Bank October 2009 - April 2011
John Galt Staffing June 2008 - May 2009
Skills
Microsoft Office, Spreadsheets, Payroll Processing, Record Keeping, Administrative Support, Compliance, Customer Service, Microsoft Excel, Bookkeeping, Management, Administrative..., Training, PowerPoint, Performance Management, New Hire Orientations, Recruiting, Insurance, Banking, Financial Analysis, Employee Training, Human Resources, Employee Benefits, Payroll
Education
Merrimack College 2005 — 2009
Bachelor of Arts, Communication Studies
Wellington Management January 2015 - Present
Boston Private Financial Holdings April 2011 - January 2015
Boston Private Bank October 2009 - April 2011
John Galt Staffing June 2008 - May 2009
Skills
Microsoft Office, Spreadsheets, Payroll Processing, Record Keeping, Administrative Support, Compliance, Customer Service, Microsoft Excel, Bookkeeping, Management, Administrative..., Training, PowerPoint, Performance Management, New Hire Orientations, Recruiting, Insurance, Banking, Financial Analysis, Employee Training, Human Resources, Employee Benefits, Payroll
Education
Merrimack College 2005 — 2009
Bachelor of Arts, Communication Studies
David Ziegler's Boston Private Bank Experience April 2013 - Present
Job Senior Vice President, Commercial Loan Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank April 2013 - Present
Wu Yee Children's Services July 2013 - Present
Consultant September 2012 - March 2013
Mechanics Bank 2007 - 2012
Children's Council of San Francisco 2001 - 2010
Peninsula Bank of Commerce 2001 - 2007
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Commercial Real Estate, New Business Development, Loans, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Credit, Asset Based Lending, Banking, Management, Treasury Management, Lines Of Credit, Private Banking, Loan Origination, Small Business, Cash Management, Mortgage Lending, Finance, Underwriting
Education
San Francisco State University 1986 — 1988
BA, International Relations/Bus Admin
Orange Coast College 1979 — 1982
Associate of Arts (A.A.), Business Administration and Computer Science
Boston Private Bank April 2013 - Present
Wu Yee Children's Services July 2013 - Present
Consultant September 2012 - March 2013
Mechanics Bank 2007 - 2012
Children's Council of San Francisco 2001 - 2010
Peninsula Bank of Commerce 2001 - 2007
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Commercial Real Estate, New Business Development, Loans, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Credit, Asset Based Lending, Banking, Management, Treasury Management, Lines Of Credit, Private Banking, Loan Origination, Small Business, Cash Management, Mortgage Lending, Finance, Underwriting
Education
San Francisco State University 1986 — 1988
BA, International Relations/Bus Admin
Orange Coast College 1979 — 1982
Associate of Arts (A.A.), Business Administration and Computer Science
Charles Guenther Charles Guenther's Boston Private Bank Experience June 2010 - August 2010
Job Consultant at Analytic Partners
Industry Management Consulting
Experience
Analytic Partners September 2015 - Present
Analytic Partners July 2013 - August 2015
Analytic Partners July 2012 - June 2013
Analytic Partners September 2011 - June 2012
Boston Private Bank June 2010 - August 2010
Elmwood Strategies June 2009 - October 2009
U.S. House of Representatives January 2009 - May 2009
Center for American Progress September 2008 - December 2008
Free Flow Power 2008 - 2008
Massachusetts Technology Transfer Center 2006 - 2006
Skills
Analytics, Forecasting, Segmentation, Business Planning, SPSS, Economics, Econometrics, Market Research, Data Analysis, Research, PowerPoint, Strategic Planning, Business Strategy, Microsoft Excel, Marketing Mix Modeling, Time Series Analysis, Statistical Modeling, Big Data, Analysis, Strategy, Quantitative Research
Education
The George Washington University 2007 — 2011
B.A. in Economics and International Affairs, Cum Laude
University of Oxford 2009 — 2010
Visiting Student, Philosophy, Politics, Economics
St. George's School 2003 — 2007
Boarding School - Graduated with Honors
Analytic Partners September 2015 - Present
Analytic Partners July 2013 - August 2015
Analytic Partners July 2012 - June 2013
Analytic Partners September 2011 - June 2012
Boston Private Bank June 2010 - August 2010
Elmwood Strategies June 2009 - October 2009
U.S. House of Representatives January 2009 - May 2009
Center for American Progress September 2008 - December 2008
Free Flow Power 2008 - 2008
Massachusetts Technology Transfer Center 2006 - 2006
Skills
Analytics, Forecasting, Segmentation, Business Planning, SPSS, Economics, Econometrics, Market Research, Data Analysis, Research, PowerPoint, Strategic Planning, Business Strategy, Microsoft Excel, Marketing Mix Modeling, Time Series Analysis, Statistical Modeling, Big Data, Analysis, Strategy, Quantitative Research
Education
The George Washington University 2007 — 2011
B.A. in Economics and International Affairs, Cum Laude
University of Oxford 2009 — 2010
Visiting Student, Philosophy, Politics, Economics
St. George's School 2003 — 2007
Boarding School - Graduated with Honors
Jenna Sussman Jenna Sussman's Boston Private Bank Experience July 2013 - December 2013
Job Fraud Analyst at DraftKings, Inc.
Industry Security and Investigations
Experience
DraftKings, Inc. June 2015 - Present
Boston Police Department February 2015 - June 2015
Wellington Management June 2014 - December 2014
Boston Private Bank July 2013 - December 2013
Northeastern University January 2013 - June 2013
Brookline Police Department July 2012 - December 2012
Massachusetts Attorney General's Office January 2012 - April 2012
Orange County Intelligence Assessment Center June 2011 - August 2011
Skills
Crime Analysis, Background Checks, Case Management
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminal Justice
JSerra Catholic High School 2006 — 2010
DraftKings, Inc. June 2015 - Present
Boston Police Department February 2015 - June 2015
Wellington Management June 2014 - December 2014
Boston Private Bank July 2013 - December 2013
Northeastern University January 2013 - June 2013
Brookline Police Department July 2012 - December 2012
Massachusetts Attorney General's Office January 2012 - April 2012
Orange County Intelligence Assessment Center June 2011 - August 2011
Skills
Crime Analysis, Background Checks, Case Management
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminal Justice
JSerra Catholic High School 2006 — 2010
Vincent Leach's Boston Private Bank Experience December 2010 - May 2012
Job Vice President Relationship Manager at Eastern Bank
Industry Banking
Experience
Eastern Bank August 2015 - Present
Citizens Commercial Banking May 2012 - July 2015
Boston Private Bank December 2010 - May 2012
Wells Fargo December 2009 - December 2010
Anglo Irish Bank December 2006 - December 2009
Skills
CRE, C&I, and..., Portfolio Management, Financial Modeling, Asset Managment, Credit, Financial Analysis, Commercial Banking, Valuation, Fixed Income, Loans, Equities, Banking, Underwriting, Investments, Due Diligence, Capital Markets, Bloomberg, Commercial Lending, Real Estate Economics, Corporate Finance, Financial Risk, Structured Finance, Asset Management
Education
Stonehill College 2001 — 2005
BS, Finance
St. John's Preparatory School 1997 — 2001
Eastern Bank August 2015 - Present
Citizens Commercial Banking May 2012 - July 2015
Boston Private Bank December 2010 - May 2012
Wells Fargo December 2009 - December 2010
Anglo Irish Bank December 2006 - December 2009
Skills
CRE, C&I, and..., Portfolio Management, Financial Modeling, Asset Managment, Credit, Financial Analysis, Commercial Banking, Valuation, Fixed Income, Loans, Equities, Banking, Underwriting, Investments, Due Diligence, Capital Markets, Bloomberg, Commercial Lending, Real Estate Economics, Corporate Finance, Financial Risk, Structured Finance, Asset Management
Education
Stonehill College 2001 — 2005
BS, Finance
St. John's Preparatory School 1997 — 2001
Jennifer Dowd's Boston Private Bank Experience June 2012 - August 2012
Job Technology Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
Oracle June 2013 - November 2014
Boston Private Bank June 2012 - August 2012
The Chef's Table May 2010 - June 2012
Omni Parker House June 2011 - August 2011
Boston Business Journal June 2011 - August 2011
Skills
Social Media, Microsoft Word, Social Networking, Time Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Social Media Marketing, Public Speaking, Customer Service, Sales Prospecting, Lead Development, Business Development..., Healthcare Information..., Leadership, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Marketing, Operations Management
Marshfield High School 2005 — 2009
General
Oracle November 2014 - Present
Oracle June 2013 - November 2014
Boston Private Bank June 2012 - August 2012
The Chef's Table May 2010 - June 2012
Omni Parker House June 2011 - August 2011
Boston Business Journal June 2011 - August 2011
Skills
Social Media, Microsoft Word, Social Networking, Time Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Social Media Marketing, Public Speaking, Customer Service, Sales Prospecting, Lead Development, Business Development..., Healthcare Information..., Leadership, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Marketing, Operations Management
Marshfield High School 2005 — 2009
General
Lisa O'Connor's Boston Private Bank Experience November 2004 - Present
Job Vice President/Private Banker at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2004 - Present
BankBoston May 1993 - October 2004
ADP 1989 - 1993
Skills
Investments, Wealth Management, Nonprofits, Asset Allocation, Loans, Asset Management, Banking, Credit, Finance, Sales, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Financial Services, Mutual Funds, Commercial Lending, Equities
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Business/Managerial Economics
Boston Private Bank November 2004 - Present
BankBoston May 1993 - October 2004
ADP 1989 - 1993
Skills
Investments, Wealth Management, Nonprofits, Asset Allocation, Loans, Asset Management, Banking, Credit, Finance, Sales, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Financial Services, Mutual Funds, Commercial Lending, Equities
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Business/Managerial Economics
Jaleel Reed Jaleel Reed's Boston Private Bank Experience June 2013 - August 2013
Job Center for Regional Economic Competitiveness, DualMaster's in Comunity/Regional Planning & Environmental Studies
Industry Architecture & Planning
Experience
Center for Regional Economic Competitiveness June 2015 - Present
City of Eugene April 2015 - June 2015
Boston Private Bank June 2013 - August 2013
Center for Neighborhood Technology June 2012 - September 2012
Education
University of Oregon 2013 — 2016
Dual-Master's degree, Community/Regional Planning and Environmental Studies
Northwestern University 2009 — 2013
Bachelor's Degree, Environmental Science and Business
Center for Regional Economic Competitiveness June 2015 - Present
City of Eugene April 2015 - June 2015
Boston Private Bank June 2013 - August 2013
Center for Neighborhood Technology June 2012 - September 2012
Education
University of Oregon 2013 — 2016
Dual-Master's degree, Community/Regional Planning and Environmental Studies
Northwestern University 2009 — 2013
Bachelor's Degree, Environmental Science and Business
Tyler Kelly's Boston Private Bank Experience May 2015 - Present
Job Trust & Fiduciary Compliance Associate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Stephanie Izzicupo Stephanie Izzicupo's Boston Private Bank Experience March 2013 - June 2013
Job Technical Analyst at Sasaki Associates
Industry Information Technology and Services
Experience
Sasaki Associates June 2013 - Present
Boston Private Bank March 2013 - June 2013
Boston Private Bank October 2011 - February 2013
International School of Boston November 2009 - September 2011
International School of Boston August 2008 - November 2009
Skills
Windows 7, Active Directory, Group Policy, Phone System..., Software Deployment, Powershell, Windows Server
Education
Salem State College
Bachelor of Arts (BA), Psychology
Sasaki Associates June 2013 - Present
Boston Private Bank March 2013 - June 2013
Boston Private Bank October 2011 - February 2013
International School of Boston November 2009 - September 2011
International School of Boston August 2008 - November 2009
Skills
Windows 7, Active Directory, Group Policy, Phone System..., Software Deployment, Powershell, Windows Server
Education
Salem State College
Bachelor of Arts (BA), Psychology
Connor Bennett Connor Bennett's Boston Private Bank Experience June 2015 - Present
Job Wire Transfer Specialist at Boston Private Bank and Trust Co
Industry Banking
Experience
Boston Private Bank June 2015 - Present
Country Bank June 2010 - May 2015
Isenberg School of Management, UMass Amherst January 2012 - May 2014
Skills
Customer Service, Microsoft Office, Social Networking, Banking, Loans, Marketing, Communication Skills, Organizational..., Time Management, Teamwork, Public Speaking, Leadership, Microsoft Excel, Team Leadership, Social Media, Facebook, Communication, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Marketing
Quabbin Regional High School 2006 — 2010
Diploma
Boston Private Bank June 2015 - Present
Country Bank June 2010 - May 2015
Isenberg School of Management, UMass Amherst January 2012 - May 2014
Skills
Customer Service, Microsoft Office, Social Networking, Banking, Loans, Marketing, Communication Skills, Organizational..., Time Management, Teamwork, Public Speaking, Leadership, Microsoft Excel, Team Leadership, Social Media, Facebook, Communication, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Marketing
Quabbin Regional High School 2006 — 2010
Diploma
Elaina Baer's Boston Private Bank Experience June 2010 - March 2011
Job Financial Analyst at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
Boston Private Bank June 2010 - March 2011
Virtua Research January 2010 - May 2010
Doonan, Graves & Longoria, LLC January 2008 - January 2010
Skills
Application Security, Microsoft Excel, Information Security, Risk Assessment, Microsoft Office, Access
Education
Suffolk University 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Public Administration
Roger Williams University 2006 — 2007
Suffolk University
Masters of Science, Finance
State Street June 2011 - Present
Boston Private Bank June 2010 - March 2011
Virtua Research January 2010 - May 2010
Doonan, Graves & Longoria, LLC January 2008 - January 2010
Skills
Application Security, Microsoft Excel, Information Security, Risk Assessment, Microsoft Office, Access
Education
Suffolk University 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Public Administration
Roger Williams University 2006 — 2007
Suffolk University
Masters of Science, Finance
Brooks Einstein's Boston Private Bank Experience April 2011 - May 2013
Job Commercial Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank December 2014 - Present
Umpqua Bank April 2014 - December 2014
Sterling Bank May 2013 - April 2014
Boston Private Bank April 2011 - May 2013
Charter Private Bank March 2010 - April 2011
Skills
Commercial Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Credit Risk, Financial Analysis, Risk Management, Investments, Finance, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Cash Management, Relationship Management, Asset Management
Education
Pacific Coast Banking School 2012 — 2014
University of Maine 2007 — 2008
MBA, Business
University of Puget Sound 1998 — 2002
BA, Politics and Government
Union Bank December 2014 - Present
Umpqua Bank April 2014 - December 2014
Sterling Bank May 2013 - April 2014
Boston Private Bank April 2011 - May 2013
Charter Private Bank March 2010 - April 2011
Skills
Commercial Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Credit Risk, Financial Analysis, Risk Management, Investments, Finance, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Cash Management, Relationship Management, Asset Management
Education
Pacific Coast Banking School 2012 — 2014
University of Maine 2007 — 2008
MBA, Business
University of Puget Sound 1998 — 2002
BA, Politics and Government
Rachel V. Mosesso's Boston Private Bank Experience July 2012 - July 2013
Job Associate IT Auditor/Analyst at HubSpot
Industry Information Technology and Services
Experience
HubSpot January 2015 - Present
Pan-Mass Challenge January 2015 - Present
Protiviti July 2014 - January 2015
Macy's May 2010 - September 2014
EnerNOC July 2013 - June 2014
Suffolk University September 2010 - December 2013
Boston Private Bank July 2012 - July 2013
Chestnut Hill Realty April 2012 - July 2012
Foxborough High School September 2006 - July 2009
RoJo Co. Inc. 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, iMovie, Windows Movie Maker, Android, HTML 5, CSS3, Yardi Property..., Mac OS, Windows 7, PowerPoint, Microsoft Access, Visual Studio, Visio, Sales, Access, Customer Service, CSS, HTML, Management, Microsoft PowerPoint, SQL, Budgets, Dreamweaver, Databases, Windows, CRM, Time Management
Education
Suffolk University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Information Systems and Operations Management
Foxborough High School 2005 — 2009
High School Diploma
HubSpot January 2015 - Present
Pan-Mass Challenge January 2015 - Present
Protiviti July 2014 - January 2015
Macy's May 2010 - September 2014
EnerNOC July 2013 - June 2014
Suffolk University September 2010 - December 2013
Boston Private Bank July 2012 - July 2013
Chestnut Hill Realty April 2012 - July 2012
Foxborough High School September 2006 - July 2009
RoJo Co. Inc. 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, iMovie, Windows Movie Maker, Android, HTML 5, CSS3, Yardi Property..., Mac OS, Windows 7, PowerPoint, Microsoft Access, Visual Studio, Visio, Sales, Access, Customer Service, CSS, HTML, Management, Microsoft PowerPoint, SQL, Budgets, Dreamweaver, Databases, Windows, CRM, Time Management
Education
Suffolk University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Information Systems and Operations Management
Foxborough High School 2005 — 2009
High School Diploma
Meredith Judge Meredith Judge's Boston Private Bank Experience January 2011 - Present
Job Analyst, Deposit Sales at Boston Private Bank
Industry Banking
Experience
Boston Private Bank January 2011 - Present
Boston Private Bank & Trust Company July 2008 - January 2011
Boston Private Bank July 2007 - July 2008
Commonwealth Hemotology-Oncology, Emerson Hospital March 2006 - July 2007
Countryside Veterinary Hospital March 1999 - June 2003
Skills
Loans, Credit, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Lending, Retail Banking, Wealth Management, Risk Management, Fixed Income, Investments, Finance, Financial Services
Education
University of Massachusetts at Lowell 1999 — 2002
Bachelors, Political Science
Manhattan College 1998 — 1999
Liberal Arts
Boston Private Bank January 2011 - Present
Boston Private Bank & Trust Company July 2008 - January 2011
Boston Private Bank July 2007 - July 2008
Commonwealth Hemotology-Oncology, Emerson Hospital March 2006 - July 2007
Countryside Veterinary Hospital March 1999 - June 2003
Skills
Loans, Credit, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Lending, Retail Banking, Wealth Management, Risk Management, Fixed Income, Investments, Finance, Financial Services
Education
University of Massachusetts at Lowell 1999 — 2002
Bachelors, Political Science
Manhattan College 1998 — 1999
Liberal Arts
Sean Strasburger's Boston Private Bank Experience July 2013 - December 2013
Job Research Analyst at Madden Securities Corporation
Industry Financial Services
Experience
Madden Securities Corporation June 2015 - Present
Southern Methodist University August 2014 - Present
Boston Private Bank July 2013 - December 2013
NASDAQ January 2013 - May 2013
Texas Industrial Remcor January 2012 - June 2012
University Directories April 2010 - June 2010
Best Buy August 2009 - May 2010
Skills
Management, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Social Media, Financial Modeling, Financial Analysis, Equity Research, Equity Trading, Event Planning, Team Leadership, Microsoft Word, Public Speaking, Analysis, Leadership, Finance, Research
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Masters in Business Administration, Concentration in Finance, 1st Year
Texas Christian University 2007 — 2011
Bachelor of Science, Advertising and Public Relations
Madden Securities Corporation June 2015 - Present
Southern Methodist University August 2014 - Present
Boston Private Bank July 2013 - December 2013
NASDAQ January 2013 - May 2013
Texas Industrial Remcor January 2012 - June 2012
University Directories April 2010 - June 2010
Best Buy August 2009 - May 2010
Skills
Management, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Social Media, Financial Modeling, Financial Analysis, Equity Research, Equity Trading, Event Planning, Team Leadership, Microsoft Word, Public Speaking, Analysis, Leadership, Finance, Research
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Masters in Business Administration, Concentration in Finance, 1st Year
Texas Christian University 2007 — 2011
Bachelor of Science, Advertising and Public Relations
Joseph Donoghue, MBCP, CPP Joseph Donoghue, MBCP, CPP's Boston Private Bank Experience May 2013 - Present
Job Vice President of Business Continuity and Physical Security at Boston Private Bank and Trust
Industry Financial Services
Experience
Boston Private Bank May 2013 - Present
Massachusetts Department of Public Health - Office of Emergency Medical Services 2001 - Present
Manulife Financial August 2009 - May 2013
Liberty Mutual Insurance June 2002 - July 2009
Fidelity Investments 1995 - 2002
Skills
LDRPS, Crystal Reports, NotiFind, Lenel, Assurance
Education
Northeastern University 1995 — 1998
B.A., Security Management
Boston Private Bank May 2013 - Present
Massachusetts Department of Public Health - Office of Emergency Medical Services 2001 - Present
Manulife Financial August 2009 - May 2013
Liberty Mutual Insurance June 2002 - July 2009
Fidelity Investments 1995 - 2002
Skills
LDRPS, Crystal Reports, NotiFind, Lenel, Assurance
Education
Northeastern University 1995 — 1998
B.A., Security Management
Brooke Rudden Brooke Rudden's Boston Private Bank Experience June 2014 - August 2014
Job Associate at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Destination XL Group, Inc. November 2014 - March 2015
Boston Private Bank June 2014 - August 2014
Boston Private Bank June 2013 - August 2013
Hopkinton Youth Lacrosse Camp May 2011 - August 2013
Belltower Books November 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Event Planning, Outlook, Leadership, Coaching, Budgets
Education
Stonehill College 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Senior
Hopkinton High School 2007 — 2011
State Street June 2015 - Present
Destination XL Group, Inc. November 2014 - March 2015
Boston Private Bank June 2014 - August 2014
Boston Private Bank June 2013 - August 2013
Hopkinton Youth Lacrosse Camp May 2011 - August 2013
Belltower Books November 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Event Planning, Outlook, Leadership, Coaching, Budgets
Education
Stonehill College 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Senior
Hopkinton High School 2007 — 2011
Jay Housman Jay Housman's Boston Private Bank Experience June 2009 - August 2009
Job Media Specialist at BBK Worldwide
Industry Pharmaceuticals
Experience
BBK Worldwide May 2014 - Present
DiningIn.com November 2012 - May 2014
DiningIn.com June 2012 - November 2012
nSphere February 2012 - May 2012
ElderCarelink, a division of QuinStreet, Inc. June 2010 - February 2012
Boston Private Bank June 2009 - August 2009
Boston Private Financial Holdings June 2008 - August 2008
Skills
Marketing, Online Advertising, Advertising, SEM, Google Analytics, Google Adwords, Business Development, Salesforce.com, Affiliate Marketing, E-commerce, Sales, Online Marketing, Lead Generation, Email Marketing, PPC, Digital Marketing, Social Media, Social Media Marketing
Education
University of Pittsburgh 2006 — 2010
B.S., Finance
BBK Worldwide May 2014 - Present
DiningIn.com November 2012 - May 2014
DiningIn.com June 2012 - November 2012
nSphere February 2012 - May 2012
ElderCarelink, a division of QuinStreet, Inc. June 2010 - February 2012
Boston Private Bank June 2009 - August 2009
Boston Private Financial Holdings June 2008 - August 2008
Skills
Marketing, Online Advertising, Advertising, SEM, Google Analytics, Google Adwords, Business Development, Salesforce.com, Affiliate Marketing, E-commerce, Sales, Online Marketing, Lead Generation, Email Marketing, PPC, Digital Marketing, Social Media, Social Media Marketing
Education
University of Pittsburgh 2006 — 2010
B.S., Finance
Benjamin Glasner Benjamin Glasner's Boston Private Bank Experience June 2014 - August 2014
Job Student at Stockholm School of Economics
Industry Research
Experience
Vassar College September 2015 - Present
Vassar College May 2015 - August 2015
Boston Private Bank June 2014 - August 2014
Vassar College August 2013 - May 2014
BorgWarner Inc. June 2013 - August 2013
BorgWarner June 2012 - August 2012
Skills
Economics, Econometrics, Statistics, Political Science, Mathematics, Bloomberg, Soccer, Politics, Stata, Quantitative Analytics, fiserv, SCOPE, Moody, Athletic Training, Acoustic Guitar, International Relations
Education
Vassar College 2012 — 2016
Economics, Mathematics, Political Science
Stockholm School of Economics
Economics
Vassar College September 2015 - Present
Vassar College May 2015 - August 2015
Boston Private Bank June 2014 - August 2014
Vassar College August 2013 - May 2014
BorgWarner Inc. June 2013 - August 2013
BorgWarner June 2012 - August 2012
Skills
Economics, Econometrics, Statistics, Political Science, Mathematics, Bloomberg, Soccer, Politics, Stata, Quantitative Analytics, fiserv, SCOPE, Moody, Athletic Training, Acoustic Guitar, International Relations
Education
Vassar College 2012 — 2016
Economics, Mathematics, Political Science
Stockholm School of Economics
Economics
Matthew Gates's Boston Private Bank Experience June 2014 - July 2014
Job Intern at Boston Private Bank
Industry Banking
Experience
UCLA July 2011 - September 2014
Boston Private Bank June 2014 - July 2014
Los Angeles Urban League March 2014 - June 2014
Denny's February 2007 - April 2010
Tractor Supply Company 2005 - 2006
Lowe's Companies, Inc. 2003 - 2004
The Home Depot 1999 - 2003
Skills
Research, Teamwork, Social Media, Teaching, Microsoft Word, Microsoft Excel, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Leadership, Outlook, Social Networking, Time Management, Community Outreach, Nonprofits, Management, Strategic Planning
Education
University of Southern California 2015 — 2015
Ross Minority Program in Real Estate, Real Estate Development
REAP LA 2014 — 2014
Real Estate Associate Program, Commercial Real Estate
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (BA), African-American/Black Studies, Economics
UCLA July 2011 - September 2014
Boston Private Bank June 2014 - July 2014
Los Angeles Urban League March 2014 - June 2014
Denny's February 2007 - April 2010
Tractor Supply Company 2005 - 2006
Lowe's Companies, Inc. 2003 - 2004
The Home Depot 1999 - 2003
Skills
Research, Teamwork, Social Media, Teaching, Microsoft Word, Microsoft Excel, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Leadership, Outlook, Social Networking, Time Management, Community Outreach, Nonprofits, Management, Strategic Planning
Education
University of Southern California 2015 — 2015
Ross Minority Program in Real Estate, Real Estate Development
REAP LA 2014 — 2014
Real Estate Associate Program, Commercial Real Estate
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (BA), African-American/Black Studies, Economics
Bill Gilleran's Boston Private Bank Experience October 2013 - June 2014
Job Tech Support Analyst at Bullhorn, Inc.
Industry Computer Software
Experience
Bullhorn June 2014 - Present
Boston Private Bank October 2013 - June 2014
Boston Private Bank and Trust April 2012 - October 2013
Bank of America April 2011 - April 2012
Skills
Time Management, Outlook, Microsoft Excel, PowerPoint, Banking, Software Documentation, Auditing, Customer Service, Photoshop, Discipline, Microsoft Office, Microsoft Word, Social Media, Event Planning, Close Attention to..., Multi Tasking, Public Speaking, Research, Budgets, Administrative Work, Proofreading, Cash Handling Experience, Active Learning, Listening to customers, Problem Solving, Salesforce.com, Technical Support
Education
Southern New Hampshire University 2014 — 2015
Master's Degree, Information Technology
Northeastern University 2013 — 2013
Accounting and Finance
Western New England College 2006 — 2010
Bachelor of Arts, Communication
Bullhorn June 2014 - Present
Boston Private Bank October 2013 - June 2014
Boston Private Bank and Trust April 2012 - October 2013
Bank of America April 2011 - April 2012
Skills
Time Management, Outlook, Microsoft Excel, PowerPoint, Banking, Software Documentation, Auditing, Customer Service, Photoshop, Discipline, Microsoft Office, Microsoft Word, Social Media, Event Planning, Close Attention to..., Multi Tasking, Public Speaking, Research, Budgets, Administrative Work, Proofreading, Cash Handling Experience, Active Learning, Listening to customers, Problem Solving, Salesforce.com, Technical Support
Education
Southern New Hampshire University 2014 — 2015
Master's Degree, Information Technology
Northeastern University 2013 — 2013
Accounting and Finance
Western New England College 2006 — 2010
Bachelor of Arts, Communication
Emily Keenan Emily Keenan's Boston Private Bank Experience June 2014 - September 2014
Job Credit Analyst
Industry Banking
Experience
Capital One July 2015 - Present
Providence College October 2014 - Present
Boston Private Bank June 2014 - September 2014
Fairfield Inn & Suites by Marriott May 2012 - September 2013
Skills
Time Management, Public Speaking, Event Planning, Academic Tutoring, Social Networking, PowerPoint, Microsoft Excel, FOSSE, Hospitality Management
Education
Providence College 2011 — 2015
Bachelor's degree, Finance and Management, Senior
Capital One July 2015 - Present
Providence College October 2014 - Present
Boston Private Bank June 2014 - September 2014
Fairfield Inn & Suites by Marriott May 2012 - September 2013
Skills
Time Management, Public Speaking, Event Planning, Academic Tutoring, Social Networking, PowerPoint, Microsoft Excel, FOSSE, Hospitality Management
Education
Providence College 2011 — 2015
Bachelor's degree, Finance and Management, Senior
Garrett Walsh, CFA Garrett Walsh, CFA's Boston Private Bank Experience 2010 - 2012
Job Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates 2015 - Present
Cambridge Associates 2014 - 2015
Cambridge Associates 2013 - 2014
Cambridge Associates 2012 - 2013
Boston Private Bank 2010 - 2012
Rhode Island Student Loan Authority January 2010 - September 2010
Skills
Asset Management, Financial Analysis, Alternative Investments, Investment Management, Consulting
Education
Providence College 2009 — 2010
MBA
Providence College 2005 — 2009
B.S., Finance
Boston College High School 2001 — 2005
Cambridge Associates 2015 - Present
Cambridge Associates 2014 - 2015
Cambridge Associates 2013 - 2014
Cambridge Associates 2012 - 2013
Boston Private Bank 2010 - 2012
Rhode Island Student Loan Authority January 2010 - September 2010
Skills
Asset Management, Financial Analysis, Alternative Investments, Investment Management, Consulting
Education
Providence College 2009 — 2010
MBA
Providence College 2005 — 2009
B.S., Finance
Boston College High School 2001 — 2005
Michele L. Mitchell's Boston Private Bank Experience April 2012 - Present
Job Vice President Residential Mortgage Boston Private Bank
Industry Banking
Experience
Boston Private Bank April 2012 - Present
Advanced Mortgage Services January 2005 - March 2012
Advanced Mortgage Services LLC January 2005 - October 2011
Mortgage Financial Inc January 1998 - January 2005
Dedham Savings Bank January 1997 - January 1998
Dedham Savings Bank January 1995 - January 1997
Skills
Mortgage Banking, Loans, Residential Mortgages, First Time Home Buyers, Finance, Training, Residential Homes, Underwriting, Auditing
Education
Northeastern University 2005 — 2007
Business
Boston Private Bank April 2012 - Present
Advanced Mortgage Services January 2005 - March 2012
Advanced Mortgage Services LLC January 2005 - October 2011
Mortgage Financial Inc January 1998 - January 2005
Dedham Savings Bank January 1997 - January 1998
Dedham Savings Bank January 1995 - January 1997
Skills
Mortgage Banking, Loans, Residential Mortgages, First Time Home Buyers, Finance, Training, Residential Homes, Underwriting, Auditing
Education
Northeastern University 2005 — 2007
Business
Carin Hofer, CFP® Carin Hofer, CFP®'s Boston Private Bank Experience September 2004 - September 2008
Job CFP® professional
Industry Financial Services
Experience
Wilmington Trust, N.A. January 2011 - December 2012
Mintz Levin Financial Advisors, LLC September 2008 - January 2011
Boston Private Bank September 2004 - September 2008
Vinfen February 2003 - September 2004
Skills
Wealth Management, Asset Allocation
Education
Providence College 1998 — 2002
B.S. Accountancy
Wilmington Trust, N.A. January 2011 - December 2012
Mintz Levin Financial Advisors, LLC September 2008 - January 2011
Boston Private Bank September 2004 - September 2008
Vinfen February 2003 - September 2004
Skills
Wealth Management, Asset Allocation
Education
Providence College 1998 — 2002
B.S. Accountancy
Kristen DeSimone Kristen DeSimone's Boston Private Bank Experience September 2008 - April 2009
Job Senior Program Management Specialist at Quantech Services, Inc.
Industry Defense & Space
Experience
Quantech Services, Inc. March 2010 - Present
Acton Networkers September 2009 - January 2010
Boston Private Bank September 2008 - April 2009
Bank of America July 2006 - September 2008
Bank of America April 2002 - July 2006
Thomson Financial July 2000 - March 2001
Thomson Financial June 1998 - June 2000
Skills
Financial Risk, Software Documentation, Process Improvement, Training, Data Analysis, Program Management, Testing, Policy, Leadership, Quality Assurance
Education
New England College of Finance 2003 — 2005
Certificate, Investments and Mutual Funds
American University 1996 — 1998
MA, International Relations
Merrimack College 1992 — 1996
BA, Political Science
Quantech Services, Inc. March 2010 - Present
Acton Networkers September 2009 - January 2010
Boston Private Bank September 2008 - April 2009
Bank of America July 2006 - September 2008
Bank of America April 2002 - July 2006
Thomson Financial July 2000 - March 2001
Thomson Financial June 1998 - June 2000
Skills
Financial Risk, Software Documentation, Process Improvement, Training, Data Analysis, Program Management, Testing, Policy, Leadership, Quality Assurance
Education
New England College of Finance 2003 — 2005
Certificate, Investments and Mutual Funds
American University 1996 — 1998
MA, International Relations
Merrimack College 1992 — 1996
BA, Political Science
Judith Lamarre Judith Lamarre's Boston Private Bank Experience February 2010 - August 2013
Job Executive Coaching and Consulting
Industry Professional Training & Coaching
Experience
EverBank August 2013 - July 2014
Boston Private Bank February 2010 - August 2013
Opes Advisors November 2005 - February 2010
First Horizon Home Loans 2000 - November 2005
First Republic Bank 1993 - 2000
Chase PFS 1990 - 1993
Skills
Public Speaking, Credit, Mortgage Lending, Loans, Refinance, Real Estate, Event Planning, Residential Mortgages, Loan Origination, Construction Loans, Credit Risk, Finance, Management, Investment Properties, Financial Analysis, Risk Management, Sales, Investments, Strategic Planning
Education
University of Massachusetts, Amherst
BA
EverBank August 2013 - July 2014
Boston Private Bank February 2010 - August 2013
Opes Advisors November 2005 - February 2010
First Horizon Home Loans 2000 - November 2005
First Republic Bank 1993 - 2000
Chase PFS 1990 - 1993
Skills
Public Speaking, Credit, Mortgage Lending, Loans, Refinance, Real Estate, Event Planning, Residential Mortgages, Loan Origination, Construction Loans, Credit Risk, Finance, Management, Investment Properties, Financial Analysis, Risk Management, Sales, Investments, Strategic Planning
Education
University of Massachusetts, Amherst
BA
Grey Bowden's Boston Private Bank Experience May 1998 - June 2010
Job Vice President / Senior Credit Officer at Optima Bank & Trust
Industry Banking
Experience
Optima Bank & Trust September 2011 - Present
RMPI Consulting LLC April 2011 - September 2011
RMA - New England Chapter August 2006 - August 2011
GB Advisors Group December 2010 - March 2011
Boston Private Bank May 1998 - June 2010
BANKBOSTON, N.A., Boston, MA 1996 - 1998
BAYBANK, N.A., Burlington, MA 1989 - 1996
STATE STREET BANK & TRUST COMPANY January 1987 - January 1989
Skills
Credit Risk, Credit Analysis, Loan Structuring, Credit, Executive Management, Policy, Analysis, Credit Administration, Portfolio Management, Loans, Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Compliance, Real Estate, Risk, Due Diligence, Commercial Banking, Workout, Microsoft Office, Debt, Restructuring, Private Banking, Commercial Credit, Financial Modeling, Small Business Lending, Asset Based Lending, Customer Relations, Real Estate Finance, Middle Market, Commercial Mortgages, Mortgage Lending, Structuring, Construction Loans, Problem Solving, Financial Risk, Finance, Investments, Real Estate Economics, Commercial Real Estate, Consumer Lending, Lines Of Credit, Cash Flow, Retail Banking, Loan Origination, Financial Institutions, Asset Management, Real Estate Financing
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1986
Major -BA - Economics; Minor - Business Administration, Economics
Optima Bank & Trust September 2011 - Present
RMPI Consulting LLC April 2011 - September 2011
RMA - New England Chapter August 2006 - August 2011
GB Advisors Group December 2010 - March 2011
Boston Private Bank May 1998 - June 2010
BANKBOSTON, N.A., Boston, MA 1996 - 1998
BAYBANK, N.A., Burlington, MA 1989 - 1996
STATE STREET BANK & TRUST COMPANY January 1987 - January 1989
Skills
Credit Risk, Credit Analysis, Loan Structuring, Credit, Executive Management, Policy, Analysis, Credit Administration, Portfolio Management, Loans, Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Compliance, Real Estate, Risk, Due Diligence, Commercial Banking, Workout, Microsoft Office, Debt, Restructuring, Private Banking, Commercial Credit, Financial Modeling, Small Business Lending, Asset Based Lending, Customer Relations, Real Estate Finance, Middle Market, Commercial Mortgages, Mortgage Lending, Structuring, Construction Loans, Problem Solving, Financial Risk, Finance, Investments, Real Estate Economics, Commercial Real Estate, Consumer Lending, Lines Of Credit, Cash Flow, Retail Banking, Loan Origination, Financial Institutions, Asset Management, Real Estate Financing
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1986
Major -BA - Economics; Minor - Business Administration, Economics
Nick Rose Nick Rose's Boston Private Bank Experience January 2014 - December 2014
Job Assistant Vice President, Asset Liability Analyst at Boston Private
Industry Banking
Experience
Boston Private January 2015 - Present
Boston Private Bank January 2014 - December 2014
Boston Private Bank January 2010 - December 2013
Boston Private Bank May 2008 - December 2009
Boston Private Bank May 2007 - May 2008
Skills
ALM, Treasury, Banking, Interest Rate Risk..., Liquidity Risk, Capital Markets, Fixed Income, Commercial Banking, Bloomberg Terminal, Treasury Management, Financial Analysis, BondEdge, SNL, Counterparty Risk, Risk Management, Fixed Income Analysis
Education
Springfield College 2003 — 2007
BS, Business Management, Marketing, Economics
Hamilton Wenham Regional HS 1999 — 2003
Boston Private January 2015 - Present
Boston Private Bank January 2014 - December 2014
Boston Private Bank January 2010 - December 2013
Boston Private Bank May 2008 - December 2009
Boston Private Bank May 2007 - May 2008
Skills
ALM, Treasury, Banking, Interest Rate Risk..., Liquidity Risk, Capital Markets, Fixed Income, Commercial Banking, Bloomberg Terminal, Treasury Management, Financial Analysis, BondEdge, SNL, Counterparty Risk, Risk Management, Fixed Income Analysis
Education
Springfield College 2003 — 2007
BS, Business Management, Marketing, Economics
Hamilton Wenham Regional HS 1999 — 2003
T.J. Horrego's Boston Private Bank Experience July 2013 - June 2014
Job Research
Industry Research
Experience
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Elena Fennessey's Boston Private Bank Experience June 2010 - August 2010
Job Pipefitters Local 537
Industry Accounting
Experience
Pipefitters Local 537 May 2011 - Present
UMass Dartmouth September 2009 - May 2011
UMass Dartmouth January 2008 - May 2011
Boston Private Bank June 2010 - August 2010
Skills
Time Management, Social Media, Accounting, Databases, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Facebook, Access, Customer Service, Teaching, Management, Program Management, Finance, QuickBooks
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor, Major: Accounting & Minor: Finance
Milton High School 2003 — 2007
Pipefitters Local 537 May 2011 - Present
UMass Dartmouth September 2009 - May 2011
UMass Dartmouth January 2008 - May 2011
Boston Private Bank June 2010 - August 2010
Skills
Time Management, Social Media, Accounting, Databases, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Facebook, Access, Customer Service, Teaching, Management, Program Management, Finance, QuickBooks
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor, Major: Accounting & Minor: Finance
Milton High School 2003 — 2007
Colleen Riley Eyges's Boston Private Bank Experience October 2014 - Present
Job Vice President Residential Mortgages @ Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank October 2014 - Present
Wellesley Bank September 2013 - October 2014
Boston Private Bank June 2010 - September 2013
Hub Mortgage Group June 2007 - June 2010
Novartis January 2000 - January 2003
Skills
Investments, Business Development, Negotiation, Strategic Planning, Business Planning, Product Development, Budgets, Marketing Strategy, Relationship Management, Account Management, Residential Mortgages, Private Banking, Credit, Investment Management, Contract Negotiation, Mortgage Lending, Commercial Banking, Loans, Portfolio Management, Banking, Real Estate, Selling, Market Research, Financial Analysis, Risk Management, Finance, Underwriting, Due Diligence, Loan Origination, Construction Loans, Refinance, Mortgage Banking, Commercial Lending, Mergers & Acquisitions, Investment Properties, Real Estate Financing, FHA, Credit Analysis, Mortgage Underwriting, Small Business Lending, Real Estate Economics, Consumer Lending, Commercial Mortgages, Financial Services, USDA, Sales, Mentoring, Word Of Mouth Marketing, Affordable Housing, Community Outreach
Education
University of Massachusetts Boston 1990 — 1992
BA, Art History
Saint Anselm College 1987 — 1989
Bachelor's degree, Classics Major
Notre Dame Academy 1983 — 1987
General Studies, General Studies
Boston Private Bank October 2014 - Present
Wellesley Bank September 2013 - October 2014
Boston Private Bank June 2010 - September 2013
Hub Mortgage Group June 2007 - June 2010
Novartis January 2000 - January 2003
Skills
Investments, Business Development, Negotiation, Strategic Planning, Business Planning, Product Development, Budgets, Marketing Strategy, Relationship Management, Account Management, Residential Mortgages, Private Banking, Credit, Investment Management, Contract Negotiation, Mortgage Lending, Commercial Banking, Loans, Portfolio Management, Banking, Real Estate, Selling, Market Research, Financial Analysis, Risk Management, Finance, Underwriting, Due Diligence, Loan Origination, Construction Loans, Refinance, Mortgage Banking, Commercial Lending, Mergers & Acquisitions, Investment Properties, Real Estate Financing, FHA, Credit Analysis, Mortgage Underwriting, Small Business Lending, Real Estate Economics, Consumer Lending, Commercial Mortgages, Financial Services, USDA, Sales, Mentoring, Word Of Mouth Marketing, Affordable Housing, Community Outreach
Education
University of Massachusetts Boston 1990 — 1992
BA, Art History
Saint Anselm College 1987 — 1989
Bachelor's degree, Classics Major
Notre Dame Academy 1983 — 1987
General Studies, General Studies
Humphrey Mark's Boston Private Bank Experience January 2013 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Maria Psychos's Boston Private Bank Experience March 2003 - May 2006
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
BNY Mellon October 2007 - June 2011
Boston Private Bank March 2003 - May 2006
Skills
Institutional Clients, High Net Worth..., Business Relationship..., Mortgage Lending, Global Custody, Client Services
Education
Stonehill College 1987 — 1991
BS
BNY Mellon June 2011 - Present
BNY Mellon October 2007 - June 2011
Boston Private Bank March 2003 - May 2006
Skills
Institutional Clients, High Net Worth..., Business Relationship..., Mortgage Lending, Global Custody, Client Services
Education
Stonehill College 1987 — 1991
BS
Mike Fiske's Boston Private Bank Experience 2001 - 2007
Job Manager, Corporate HR at Bluestem Brands, Inc.
Industry Human Resources
Experience
Bluestem Brands, Inc. May 2014 - Present
Bluestem Brands October 2012 - May 2014
OnForce October 2008 - May 2012
SHIFT Communications September 2007 - October 2008
GetConnected (Filed for Chapter 7 Bankruptcy) February 2007 - August 2007
Boston Private Bank 2001 - 2007
dst 2000 - 2001
Skills
Employee Relations, Onboarding, Start-ups, Recruiting, Human Resources, Talent Management, Performance Management, Employee Engagement
Education
Marist College 1996 — 2000
BS, Business/HR
st. john's 1992 — 1996
Northboro Middle School
Bluestem Brands, Inc. May 2014 - Present
Bluestem Brands October 2012 - May 2014
OnForce October 2008 - May 2012
SHIFT Communications September 2007 - October 2008
GetConnected (Filed for Chapter 7 Bankruptcy) February 2007 - August 2007
Boston Private Bank 2001 - 2007
dst 2000 - 2001
Skills
Employee Relations, Onboarding, Start-ups, Recruiting, Human Resources, Talent Management, Performance Management, Employee Engagement
Education
Marist College 1996 — 2000
BS, Business/HR
st. john's 1992 — 1996
Northboro Middle School
Santiago R. Villamil's Boston Private Bank Experience 1988 - 1995
Job General Manager USA at Abengoa Energy Crops
Industry Management Consulting
Experience
Abengoa Energy Crops March 2014 - Present
MIFF Consultores January 2009 - Present
CMI International Group December 2004 - Present
Uruguayan American Chamber of Commerce November 2006 - December 2013
International Business Club January 2006 - December 2008
Radio Sarandi February 1995 - March 2000
Boston Private Bank 1988 - 1995
Skills
Connector, Negotiation, New Business Development, Sales Management, Entrepreneurship, Building Relationships, Teamwork, Management Consulting, Account Management, Business Development, Business Planning, Business Strategy, Connectors, Management, Leadership, Marketing Strategy, Mergers, Operations Management, Sales, Start-ups, Strategic Planning, Strategy, Team Leadership, Training
Education
Universidad de la República 1986 — 1991
Contador (CPA)
The British Schools 1980 — 1985
Abengoa Energy Crops March 2014 - Present
MIFF Consultores January 2009 - Present
CMI International Group December 2004 - Present
Uruguayan American Chamber of Commerce November 2006 - December 2013
International Business Club January 2006 - December 2008
Radio Sarandi February 1995 - March 2000
Boston Private Bank 1988 - 1995
Skills
Connector, Negotiation, New Business Development, Sales Management, Entrepreneurship, Building Relationships, Teamwork, Management Consulting, Account Management, Business Development, Business Planning, Business Strategy, Connectors, Management, Leadership, Marketing Strategy, Mergers, Operations Management, Sales, Start-ups, Strategic Planning, Strategy, Team Leadership, Training
Education
Universidad de la República 1986 — 1991
Contador (CPA)
The British Schools 1980 — 1985
Nicole Bionelli's Boston Private Bank Experience October 2007 - February 2011
Job Customer Service Professional
Industry Banking
Experience
UnitedHealth Group February 2011 - Present
Boston Private Bank October 2007 - February 2011
New York State Department of Taxation and Finance May 2007 - September 2007
Timex April 2005 - August 2007
Trustco Bank January 2007 - May 2007
Kirkland's Home August 2006 - January 2007
Clearwater Sloop August 2006 - August 2006
Dr. Garber's Office September 2000 - August 2002
Education
University at Albany, SUNY 2002 — 2006
UnitedHealth Group February 2011 - Present
Boston Private Bank October 2007 - February 2011
New York State Department of Taxation and Finance May 2007 - September 2007
Timex April 2005 - August 2007
Trustco Bank January 2007 - May 2007
Kirkland's Home August 2006 - January 2007
Clearwater Sloop August 2006 - August 2006
Dr. Garber's Office September 2000 - August 2002
Education
University at Albany, SUNY 2002 — 2006
William Lavelle, CFA's Boston Private Bank Experience March 2011 - May 2014
Job Investment Consultant
Industry Investment Management
Experience
City National Bank June 2014 - Present
Boston Private Bank March 2011 - May 2014
Rockland Trust Company April 1999 - March 2011
PNC Bank NE 1995 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Wealth Management, Fixed Income, Retirement Planning, Investments, Alternative Investments, Financial Analysis, Investment Management, Risk Management, Banking, Investment Strategies, Hedge Funds, Mutual Funds, Securities
Education
Trinity College Dublin 1994 — 1997
MLitt, Classics
Lawrence University 1989 — 1993
History
Belmont Hill School 1983 — 1989
City National Bank June 2014 - Present
Boston Private Bank March 2011 - May 2014
Rockland Trust Company April 1999 - March 2011
PNC Bank NE 1995 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Wealth Management, Fixed Income, Retirement Planning, Investments, Alternative Investments, Financial Analysis, Investment Management, Risk Management, Banking, Investment Strategies, Hedge Funds, Mutual Funds, Securities
Education
Trinity College Dublin 1994 — 1997
MLitt, Classics
Lawrence University 1989 — 1993
History
Belmont Hill School 1983 — 1989
Jennifer (Lindsay) Chamberlin's Boston Private Bank Experience October 2013 - September 2014
Job Credit Analyst at American State Bank, Tyler, TX
Industry Banking
Experience
American State Bank, Tyler, TX April 2015 - Present
Boston Private Bank October 2013 - September 2014
Boston Private Bank May 2011 - September 2013
Holbrook Cooperative Bank January 2010 - May 2011
Union Bank of Morrisville, Vermont November 2007 - September 2009
Law Office of John J Amendolare & Law Office of Michael A. Covais July 2003 - August 2006
Skills
Small Business..., SBA ETRANS, Small Business Lending, Banking, Commercial Lending, Customer Service, Lines Of Credit, Commercial Banking, Commercial Mortgages, Credit Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Loans, Capital Stream - SCOPE..., Fiserv, NAGGL, RMA CCL, RMA LORS, Paralegal, Socialtext, Jack Henry, Credit, Portfolio Management, Financial Analysis
Education
Johnson State College 2004 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Weymouth High School 1999 — 2003
American State Bank, Tyler, TX April 2015 - Present
Boston Private Bank October 2013 - September 2014
Boston Private Bank May 2011 - September 2013
Holbrook Cooperative Bank January 2010 - May 2011
Union Bank of Morrisville, Vermont November 2007 - September 2009
Law Office of John J Amendolare & Law Office of Michael A. Covais July 2003 - August 2006
Skills
Small Business..., SBA ETRANS, Small Business Lending, Banking, Commercial Lending, Customer Service, Lines Of Credit, Commercial Banking, Commercial Mortgages, Credit Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Loans, Capital Stream - SCOPE..., Fiserv, NAGGL, RMA CCL, RMA LORS, Paralegal, Socialtext, Jack Henry, Credit, Portfolio Management, Financial Analysis
Education
Johnson State College 2004 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Weymouth High School 1999 — 2003
Greg Alcala's Boston Private Bank Experience April 2010 - April 2011
Job West Coast Region
Industry Banking
Experience
Greystone & Co. August 2012 - Present
OneWest Bank April 2011 - August 2012
Boston Private Bank April 2010 - April 2011
Cathay Bank March 2009 - April 2010
Security Pacific Bank July 2004 - February 2009
Skills
Credit, Commercial Lending, Underwriting, Commercial Banking, Foreclosures, Loans, Credit Risk, Credit Analysis, Portfolio Management
Education
Pepperdine University
Greystone & Co. August 2012 - Present
OneWest Bank April 2011 - August 2012
Boston Private Bank April 2010 - April 2011
Cathay Bank March 2009 - April 2010
Security Pacific Bank July 2004 - February 2009
Skills
Credit, Commercial Lending, Underwriting, Commercial Banking, Foreclosures, Loans, Credit Risk, Credit Analysis, Portfolio Management
Education
Pepperdine University
Simon Bai, CPA's Boston Private Bank Experience December 2007 - August 2011
Job Assistant Controller at PACCAR Parts Division
Industry Banking
Experience
PACCAR Parts Division March 2013 - Present
Paccar Financial Corporation August 2011 - February 2013
Boston Private Bank December 2007 - August 2011
Clearwire July 2007 - December 2007
Moss Adams November 2003 - June 2007
Microsoft Corporation April 2003 - November 2003
Tucker Alan Inc September 1999 - May 2002
Education
University of Washington 2009 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 1993 — 1998
BS, Economics - International
PACCAR Parts Division March 2013 - Present
Paccar Financial Corporation August 2011 - February 2013
Boston Private Bank December 2007 - August 2011
Clearwire July 2007 - December 2007
Moss Adams November 2003 - June 2007
Microsoft Corporation April 2003 - November 2003
Tucker Alan Inc September 1999 - May 2002
Education
University of Washington 2009 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 1993 — 1998
BS, Economics - International
Jessica Procaccini's Boston Private Bank Experience November 2009 - Present
Job Account Executive/Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2009 - Present
Rockland Trust Company May 2002 - October 2008
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Lending, Mortgage Banking, Lines Of Credit, Residential Mortgages, Private Banking, Refinance, Underwriting, Credit Risk, FHA, Consumer Lending
Education
New England College of Business and Finance 2003 — 2005
Banking and Financial Support Services
Apponequet
Boston Private Bank November 2009 - Present
Rockland Trust Company May 2002 - October 2008
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Lending, Mortgage Banking, Lines Of Credit, Residential Mortgages, Private Banking, Refinance, Underwriting, Credit Risk, FHA, Consumer Lending
Education
New England College of Business and Finance 2003 — 2005
Banking and Financial Support Services
Apponequet
Greg Krejmas's Boston Private Bank Experience December 2004 - April 2013
Job Custody Operations
Industry Financial Services
Experience
Derby & Company, Inc. April 2013 - Present
Boston Private Bank December 2004 - April 2013
Woodstock Corporation 2001 - 2004
State Street 1999 - 2001
Skills
Fixed Income, Financial Analysis, Portfolio Management, Banking, Equities, Investments, Securities, Microsoft Excel, Outlook, Asset Management, Bonds, Trading, Mutual Funds
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Accounting
Derby & Company, Inc. April 2013 - Present
Boston Private Bank December 2004 - April 2013
Woodstock Corporation 2001 - 2004
State Street 1999 - 2001
Skills
Fixed Income, Financial Analysis, Portfolio Management, Banking, Equities, Investments, Securities, Microsoft Excel, Outlook, Asset Management, Bonds, Trading, Mutual Funds
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Accounting
Courtney Steinberg, CPA's Boston Private Bank Experience July 2003 - July 2005
Job
Industry Venture Capital & Private Equity
Experience
Fletcher Spaght, Inc. January 2007 - Present
Northern Trust July 2005 - December 2006
Boston Private Bank July 2003 - July 2005
Skills
Outlook, Excel, Word, PowerPoint, Accounting, Quickbooks, QuickBooks, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Strategy, Management Consulting
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA
University of New Hampshire 1999 — 2003
BA
Fletcher Spaght, Inc. January 2007 - Present
Northern Trust July 2005 - December 2006
Boston Private Bank July 2003 - July 2005
Skills
Outlook, Excel, Word, PowerPoint, Accounting, Quickbooks, QuickBooks, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Strategy, Management Consulting
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA
University of New Hampshire 1999 — 2003
BA
Julie Mackin's Boston Private Bank Experience September 2011 - March 2013
Job Trust Assistant at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Anandha (Anan) Subramanian's Boston Private Bank Experience March 2012 - December 2012
Job Senior Manager Internal Audit at Illumina
Industry Biotechnology
Experience
Illumina September 2015 - Present
Illumina June 2015 - August 2015
PricewaterhouseCoopers LLP August 2014 - June 2015
Century Bank December 2012 - July 2014
Boston Private Bank March 2012 - December 2012
RSM McGladrey, Inc July 2006 - February 2012
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Account Reconciliation, COSO Framework, Anti Money Laundering, Risk Assessment, US GAAP, ITGC, Quality Assessment..., Business Process, Regulatory Compliance, Process Improvement, Financial Services
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
Masters in Business Administration
Illumina September 2015 - Present
Illumina June 2015 - August 2015
PricewaterhouseCoopers LLP August 2014 - June 2015
Century Bank December 2012 - July 2014
Boston Private Bank March 2012 - December 2012
RSM McGladrey, Inc July 2006 - February 2012
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Account Reconciliation, COSO Framework, Anti Money Laundering, Risk Assessment, US GAAP, ITGC, Quality Assessment..., Business Process, Regulatory Compliance, Process Improvement, Financial Services
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
Masters in Business Administration
Steven LaPierre's Boston Private Bank Experience November 2007 - April 2010
Job Vice President Cash Management at Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank June 2012 - Present
Accenture April 2010 - August 2012
Boston Private Bank November 2007 - April 2010
Rock land Trust Company 2004 - 2007
Skills
Credit, Loans, AML, Cash Management, Commercial Banking, CRM, Management, Portfolio Management, Banking, Credit Analysis, Relationship Management, Mergers & Acquisitions, Financial Reporting
Education
Plymouth State University 1989 — 1992
Blue Hills Bank June 2012 - Present
Accenture April 2010 - August 2012
Boston Private Bank November 2007 - April 2010
Rock land Trust Company 2004 - 2007
Skills
Credit, Loans, AML, Cash Management, Commercial Banking, CRM, Management, Portfolio Management, Banking, Credit Analysis, Relationship Management, Mergers & Acquisitions, Financial Reporting
Education
Plymouth State University 1989 — 1992
Kellee Twadelle's Boston Private Bank Experience 2001 - 2001
Job Owner, Rose & Dove Specialty Gift Shop
Industry Retail
Experience
Rose & Dove Specialty Gifts April 2005 - Present
North Andover Merchant Association 2010 - 2012
BNI 2007 - 2009
Boston Private Bank 2001 - 2001
Boston Financial - Lend Lease 1997 - 2000
The Berkshire Group 1994 - 1997
Skills
Gifts, Babies, Retail, Small Business, Public Speaking, Community Outreach, Strategic Planning, Program Management
Education
Northeastern University 1991 — 1993
Master, Information Systems
University of Massachusetts, Amherst 1986 — 1990
Bachelor, Political Science
Rose & Dove Specialty Gifts April 2005 - Present
North Andover Merchant Association 2010 - 2012
BNI 2007 - 2009
Boston Private Bank 2001 - 2001
Boston Financial - Lend Lease 1997 - 2000
The Berkshire Group 1994 - 1997
Skills
Gifts, Babies, Retail, Small Business, Public Speaking, Community Outreach, Strategic Planning, Program Management
Education
Northeastern University 1991 — 1993
Master, Information Systems
University of Massachusetts, Amherst 1986 — 1990
Bachelor, Political Science
Karen Petrick's Boston Private Bank Experience November 2012 - May 2013
Job NCP, Project and Deposit Operations Specialist at Foundation Bank
Industry Banking
Experience
Foundation Bank March 2015 - Present
Foundation Bank August 2013 - March 2015
Boston Private Bank November 2012 - May 2013
Boston Private Bank May 2012 - May 2013
Boston Private Bank (formerly Charter Private Bank) July 2010 - June 2012
Umpqua Bank (formerly EvergreenBank) 2009 - 2010
Washington Mutual May 2008 - January 2009
Washington Mutual March 2006 - November 2007
Washington Mutual August 2004 - February 2006
Washington Mutual January 2002 - July 2004
Skills
Banking, Retail Banking, Cash Management, Management, Customer Service, Coaching, Auditing, Training, Operations Management, Microsoft Excel, Outlook, Sales Management
Education
University of Ottawa 1994 — 1998
Social Sciences and Criminology
Foundation Bank March 2015 - Present
Foundation Bank August 2013 - March 2015
Boston Private Bank November 2012 - May 2013
Boston Private Bank May 2012 - May 2013
Boston Private Bank (formerly Charter Private Bank) July 2010 - June 2012
Umpqua Bank (formerly EvergreenBank) 2009 - 2010
Washington Mutual May 2008 - January 2009
Washington Mutual March 2006 - November 2007
Washington Mutual August 2004 - February 2006
Washington Mutual January 2002 - July 2004
Skills
Banking, Retail Banking, Cash Management, Management, Customer Service, Coaching, Auditing, Training, Operations Management, Microsoft Excel, Outlook, Sales Management
Education
University of Ottawa 1994 — 1998
Social Sciences and Criminology
Mason Harris's Boston Private Bank Experience June 2011 - October 2014
Job Santander Bank, Global Banking & Markets Compliance
Industry Banking
Experience
Santander Bank, N.A. October 2014 - Present
Boston Private Bank June 2011 - October 2014
Randolph Savings Bank June 2010 - June 2011
Navigant Credit Union August 2008 - June 2010
First Marblehead Corp 2006 - 2008
State Street May 2001 - August 2006
Skills
AML, Banking, Risk Management, Loans, Credit, Bank Secrecy Act, OFAC, KYC, USA PATRIOT Act, Due Diligence, Microsoft Excel, Risk Assessment, Operational Risk..., Mortgage Lending, Operational Risk, Commercial Banking, Retail Banking, Enterprise Risk...
Education
Stonehill College 1996 — 1999
BA, Criminal Justice
Santander Bank, N.A. October 2014 - Present
Boston Private Bank June 2011 - October 2014
Randolph Savings Bank June 2010 - June 2011
Navigant Credit Union August 2008 - June 2010
First Marblehead Corp 2006 - 2008
State Street May 2001 - August 2006
Skills
AML, Banking, Risk Management, Loans, Credit, Bank Secrecy Act, OFAC, KYC, USA PATRIOT Act, Due Diligence, Microsoft Excel, Risk Assessment, Operational Risk..., Mortgage Lending, Operational Risk, Commercial Banking, Retail Banking, Enterprise Risk...
Education
Stonehill College 1996 — 1999
BA, Criminal Justice
David R. Masse's Boston Private Bank Experience 1995 - 2005
Job Founder/Partner at Panther Properties Investment LLC
Industry Real Estate
Experience
Compass Realty Associates, LLC Founder/PartnerPanther Properties Investment LLC2010 - Present
Boston Private Bank 1995 - 2005
Skills
Mergers & Acquisitions, Investment Properties, Real Estate, Investments, Property, Commercial Real Estate, Financial Structuring, Loans, Banking, Equities, Finance, Mergers, Real Estate Transactions, Strategic Planning, Real Estate Economics, Investors, Hospitality Management
Education
Salem State University 1983 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Compass Realty Associates, LLC Founder/PartnerPanther Properties Investment LLC2010 - Present
Boston Private Bank 1995 - 2005
Skills
Mergers & Acquisitions, Investment Properties, Real Estate, Investments, Property, Commercial Real Estate, Financial Structuring, Loans, Banking, Equities, Finance, Mergers, Real Estate Transactions, Strategic Planning, Real Estate Economics, Investors, Hospitality Management
Education
Salem State University 1983 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Gerald Baker's Boston Private Bank Experience January 2015 - July 2015
Job Senior Vice President Trust & Fiduciary Chief Compliance Officer at Boston Private
Industry Financial Services
Experience
Boston Private July 2015 - Present
Boston Private Bank January 2015 - July 2015
Boston Private Bank December 2012 - January 2015
BofA Global Capital Management August 2010 - December 2012
U.S. Trust, Bank of America Private Wealth Management August 2006 - August 2010
Skills
Banking, Fixed Income, Portfolio Management, Equities, Capital Markets, Risk Management, Securities, Asset Management, Mutual Funds, Investments, Bloomberg, Series 7, Asset Managment, Financial Risk, AML, Financial Services, Hedge Funds
Education
New England Law Boston 2002 — 2005
JD, Law
Pepperdine University 1997 — 2002
Bachelor of Arts (BA), International Relations
Boston Private July 2015 - Present
Boston Private Bank January 2015 - July 2015
Boston Private Bank December 2012 - January 2015
BofA Global Capital Management August 2010 - December 2012
U.S. Trust, Bank of America Private Wealth Management August 2006 - August 2010
Skills
Banking, Fixed Income, Portfolio Management, Equities, Capital Markets, Risk Management, Securities, Asset Management, Mutual Funds, Investments, Bloomberg, Series 7, Asset Managment, Financial Risk, AML, Financial Services, Hedge Funds
Education
New England Law Boston 2002 — 2005
JD, Law
Pepperdine University 1997 — 2002
Bachelor of Arts (BA), International Relations
marie grimaldi's Boston Private Bank Experience DirectorBank of America2000 - 2005
Job Senior Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private Bank DirectorBank of America2000 - 2005
Education
Simmons College - Simmons School of Management
BS, Management
Boston Private Bank DirectorBank of America2000 - 2005
Education
Simmons College - Simmons School of Management
BS, Management
Julio Avila's Boston Private Bank Experience March 2009 - November 2010
Job Credit Officer | Vice President at City National Bank
Industry Banking
Experience
City National Bank September 2011 - Present
Bank of America Merrill Lynch November 2010 - September 2011
Boston Private Bank March 2009 - November 2010
National Bank of California May 2006 - February 2009
GBC International Bank November 2002 - February 2006
Skills
Banking, Underwriting, Loans, Credit Analysis, Private Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Credit, Commercial Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk
Education
University of California, Los Angeles
Bachelor's Degree, International Economics
City National Bank September 2011 - Present
Bank of America Merrill Lynch November 2010 - September 2011
Boston Private Bank March 2009 - November 2010
National Bank of California May 2006 - February 2009
GBC International Bank November 2002 - February 2006
Skills
Banking, Underwriting, Loans, Credit Analysis, Private Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Credit, Commercial Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk
Education
University of California, Los Angeles
Bachelor's Degree, International Economics
Christopher Jewett's Boston Private Bank Experience November 2012 - February 2013
Job AML Analyst Consultant
Industry Financial Services
Experience
ACG Resources – Adams Consulting Group June 2015 - Present
Capital One November 2014 - April 2015
Santander Bank, N.A. September 2014 - November 2014
JPMorgan Chase January 2014 - July 2014
Santander Bank, N.A. September 2013 - January 2014
Lloyds Banking Group July 2013 - September 2013
Boston Private Bank November 2012 - February 2013
HSBC May 2011 - October 2012
Commerzbank AG October 2010 - April 2011
Barclays Investment Bank June 2009 - October 2010
Skills
Banking, AML, Financial Risk, Risk Management, Capital Markets, Compliance, Suspicious Activity..., KYC, CIP, Due Diligence, Credit, USA PATRIOT Act, Risk Assessment, Financial Institutions, Auditing, Internal Audit, Bank Secrecy Act, Finance, Regulations, Anti Money Laundering, Securities
Education
New York University 2004 — 2006
Master's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Legal Studies, General
Lincoln-Sudbury Regional High School 1991 — 1994
ACG Resources – Adams Consulting Group June 2015 - Present
Capital One November 2014 - April 2015
Santander Bank, N.A. September 2014 - November 2014
JPMorgan Chase January 2014 - July 2014
Santander Bank, N.A. September 2013 - January 2014
Lloyds Banking Group July 2013 - September 2013
Boston Private Bank November 2012 - February 2013
HSBC May 2011 - October 2012
Commerzbank AG October 2010 - April 2011
Barclays Investment Bank June 2009 - October 2010
Skills
Banking, AML, Financial Risk, Risk Management, Capital Markets, Compliance, Suspicious Activity..., KYC, CIP, Due Diligence, Credit, USA PATRIOT Act, Risk Assessment, Financial Institutions, Auditing, Internal Audit, Bank Secrecy Act, Finance, Regulations, Anti Money Laundering, Securities
Education
New York University 2004 — 2006
Master's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Legal Studies, General
Lincoln-Sudbury Regional High School 1991 — 1994
Lily Osowski's Boston Private Bank Experience May 2015 - Present
Job Credit Analyst at Boston Private Bank
Industry Banking
Experience
Boston Private Bank May 2015 - Present
Boston Private Bank November 2012 - Present
Boston Private Bank October 2011 - October 2012
bank of newport May 2011 - September 2011
Jamestown Distributors July 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Shipping, Research, Photoshop, Social Media, Logistics, Spanish, Marketing, Loans, Sales, Outlook, Financial Analysis, Credit, Banking, Finance
Education
Roger Williams University 2007 — 2011
BS, Management, Economics, Spanish
The Governors Academy 2003 — 2007
Boston Private Bank May 2015 - Present
Boston Private Bank November 2012 - Present
Boston Private Bank October 2011 - October 2012
bank of newport May 2011 - September 2011
Jamestown Distributors July 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Shipping, Research, Photoshop, Social Media, Logistics, Spanish, Marketing, Loans, Sales, Outlook, Financial Analysis, Credit, Banking, Finance
Education
Roger Williams University 2007 — 2011
BS, Management, Economics, Spanish
The Governors Academy 2003 — 2007
Andrea Shulman's Boston Private Bank Experience June 2010 - September 2010
Job Senior Recruiting Consultant / HR Search Division at WinterWyman
Industry Staffing and Recruiting
Experience
WinterWyman January 2012 - Present
Robert Half International November 2010 - January 2012
BJ's Wholesale Club September 2010 - October 2010
Boston Private Bank June 2010 - September 2010
Skills
Talent Acquisition, Sales, Onboarding, Recruiting, Employee Relations, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, HRIS, Organizational..., Technical Recruiting, Contract Recruitment, Management, Performance Management
Education
Muhlenberg College 2006 — 2010
BA
Gann Academy
WinterWyman January 2012 - Present
Robert Half International November 2010 - January 2012
BJ's Wholesale Club September 2010 - October 2010
Boston Private Bank June 2010 - September 2010
Skills
Talent Acquisition, Sales, Onboarding, Recruiting, Employee Relations, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, HRIS, Organizational..., Technical Recruiting, Contract Recruitment, Management, Performance Management
Education
Muhlenberg College 2006 — 2010
BA
Gann Academy
Maureen Khoury's Boston Private Bank Experience September 2001 - Present
Job Vice President/Deposit Management at Boston Private Bank
Industry Banking
Experience
Boston Private Bank September 2001 - Present
USTrust/Citizens Bank September 1993 - September 2001
Skills
Banking, Private Banking, Commercial Banking, Portfolio Management, Mortgage Lending, AML, Risk Management, Cash Management, Operational Risk..., Customer Service, Small Business Lending
Education
Northeastern University 1992 — 2000
BSBA, Concentration: Marketing
Boston Private Bank September 2001 - Present
USTrust/Citizens Bank September 1993 - September 2001
Skills
Banking, Private Banking, Commercial Banking, Portfolio Management, Mortgage Lending, AML, Risk Management, Cash Management, Operational Risk..., Customer Service, Small Business Lending
Education
Northeastern University 1992 — 2000
BSBA, Concentration: Marketing
Charlotte Huse's Boston Private Bank Experience 2012 - Present
Job Private Banking Assistant at Boston Private Bank
Industry Banking
Experience
Boston Private Bank 2012 - Present
Hollister, Inc 2011 - 2012
Perkins+Will 2006 - 2010
Steffian Bradley Architects 2005 - 2006
Steffian Bradley Architects 2002 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Fine Art, Interior Design
Boston Private Bank 2012 - Present
Hollister, Inc 2011 - 2012
Perkins+Will 2006 - 2010
Steffian Bradley Architects 2005 - 2006
Steffian Bradley Architects 2002 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Fine Art, Interior Design
Maxwell Pasterczyk's Boston Private Bank Experience June 2010 - August 2010
Job Associate at Columbia Investment Management Company
Industry Investment Management
Experience
Columbia Investment Management Company July 2015 - Present
Columbia Investment Management Company July 2012 - June 2015
Tulane University Endowment June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Passed CFA Level 1 and..., Finance
Education
Tulane University 2008 — 2012
Bachelor of Science, Management, Finance, Legal Studies in Business, Economics
Columbia Investment Management Company July 2015 - Present
Columbia Investment Management Company July 2012 - June 2015
Tulane University Endowment June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Passed CFA Level 1 and..., Finance
Education
Tulane University 2008 — 2012
Bachelor of Science, Management, Finance, Legal Studies in Business, Economics
Marilyn Starbird's Boston Private Bank Experience May 2006 - Present
Job Executive Assistant at Boston Private Bank
Industry Banking
Experience
Boston Private Bank May 2006 - Present
Skills
Credit, Microsoft Excel, Outlook, Financial Analysis, Loans, Banking, Commercial Banking, Customer Service, Finance, Financial Risk
Education
Isenberg School of Management, UMass Amherst 1990 — 1993
BS, Hotel Management
Boston Private Bank May 2006 - Present
Skills
Credit, Microsoft Excel, Outlook, Financial Analysis, Loans, Banking, Commercial Banking, Customer Service, Finance, Financial Risk
Education
Isenberg School of Management, UMass Amherst 1990 — 1993
BS, Hotel Management
Nicholas P. Paras's Boston Private Bank Experience March 2013 - Present
Job Senior Financial Intelligence Analyst, AVP and Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank March 2013 - Present
Boston Private Bank & Trust Company November 2012 - February 2013
Citizens Bank November 2008 - September 2010
Massachusetts Office of the Attorney General February 2003 - September 2008
Massachusetts Bureau of Special Investigations October 1983 - March 2002
Skills
Data Analysis, Due Diligence, OFAC, Fraud, AML, USA PATRIOT Act, Private Investigations, Policy, Employment Law, Analysis, Banking, Process Improvement, Auditing, Training, Risk Management, Financial Services, Investigation, Anti Money Laundering, Bank Secrecy Act, Field Investigations, Financial Risk, Criminal Investigations
Education
Tufts University 1976 — 1981
Bachelor of Arts, Economics
Arlington High School
Boston Private Bank March 2013 - Present
Boston Private Bank & Trust Company November 2012 - February 2013
Citizens Bank November 2008 - September 2010
Massachusetts Office of the Attorney General February 2003 - September 2008
Massachusetts Bureau of Special Investigations October 1983 - March 2002
Skills
Data Analysis, Due Diligence, OFAC, Fraud, AML, USA PATRIOT Act, Private Investigations, Policy, Employment Law, Analysis, Banking, Process Improvement, Auditing, Training, Risk Management, Financial Services, Investigation, Anti Money Laundering, Bank Secrecy Act, Field Investigations, Financial Risk, Criminal Investigations
Education
Tufts University 1976 — 1981
Bachelor of Arts, Economics
Arlington High School
Annemarie Chang's Boston Private Bank Experience July 2011 - Present
Job Residential Collections
Industry Real Estate
Experience
Boston Private Bank July 2011 - Present
Education
UMass Boston
Boston Private Bank July 2011 - Present
Education
UMass Boston
Diana Duys's Boston Private Bank Experience October 2004 - April 2007
Job Senior Relationship Manager at RBC
Industry Investment Banking
Experience
RBC 2011 - Present
Boston Private Bank October 2004 - April 2007
Lloyds Bank International January 1997 - October 2004
Skills
Investment Banking, Capital Markets, Financial Markets, Financial Risk, Financial Modeling, Commercial Banking, Financial Analysis, Risk Management, Structured Products, Retail Banking, Fixed Income, Business Strategy
Education
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Political Economy
RBC 2011 - Present
Boston Private Bank October 2004 - April 2007
Lloyds Bank International January 1997 - October 2004
Skills
Investment Banking, Capital Markets, Financial Markets, Financial Risk, Financial Modeling, Commercial Banking, Financial Analysis, Risk Management, Structured Products, Retail Banking, Fixed Income, Business Strategy
Education
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Political Economy
Lesley Radcliffe's Boston Private Bank Experience March 2004 - December 2012
Job Happily Retired at Falmouth, MA
Industry Banking
Experience
Falmouth, MA January 2013 - Present
Boston Private Bank March 2004 - December 2012
Fleet Bank 2000 - 2003
Bank Boston 1997 - 2000
Skills
Risk Management, Commercial Banking, Banking, Financial Risk, Credit, Portfolio Management, Commercial Lending, Credit Risk
Education
University of Massachusetts Boston 1966 — 1970
BA, English
St. Clare
Falmouth, MA January 2013 - Present
Boston Private Bank March 2004 - December 2012
Fleet Bank 2000 - 2003
Bank Boston 1997 - 2000
Skills
Risk Management, Commercial Banking, Banking, Financial Risk, Credit, Portfolio Management, Commercial Lending, Credit Risk
Education
University of Massachusetts Boston 1966 — 1970
BA, English
St. Clare
Thomas Shumway's Boston Private Bank Experience November 2011 - Present
Job Cash Management Specialist at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2011 - Present
Martha's Vineyard Savings Bank February 2011 - November 2011
Skills
Banking, Customer Service, Finance, Financial Analysis, Financial Services, Investments
Education
Salve Regina University 2006 — 2010
Bachelor of Science, Financial Management
Avon Old Farms School 2002 — 2006
Boston Private Bank November 2011 - Present
Martha's Vineyard Savings Bank February 2011 - November 2011
Skills
Banking, Customer Service, Finance, Financial Analysis, Financial Services, Investments
Education
Salve Regina University 2006 — 2010
Bachelor of Science, Financial Management
Avon Old Farms School 2002 — 2006
Marilyn McCabe's Boston Private Bank Experience November 2012 - Present
Job Assistant Office Manager at Boston Private Bank and Trust
Industry Banking
Experience
Boston Private Bank November 2012 - Present
Bank of America May 1979 - April 2012
Skills
Retail Banking, Branch Management, Risk Management, Financial Risk, Operational Risk, Cross Selling, Management, Internal Controls, Payments, Financial Services, Leadership, Operational Risk..., Finance, Branch Banking, Customer Experience
Education
University of Massachusetts Boston 1970 — 1972
Boston Private Bank November 2012 - Present
Bank of America May 1979 - April 2012
Skills
Retail Banking, Branch Management, Risk Management, Financial Risk, Operational Risk, Cross Selling, Management, Internal Controls, Payments, Financial Services, Leadership, Operational Risk..., Finance, Branch Banking, Customer Experience
Education
University of Massachusetts Boston 1970 — 1972
Tricia (Tricia Lewis) Gauthier's Boston Private Bank Experience January 2004 - June 2013
Job Executive Assistant at Boston Private Bank
Industry Banking
Experience
Boston Private Bank January 2004 - June 2013
Boston Private Bank 2008 - 2013
Boston Private Bank 2004 - 2013
Skills
Banking, Credit, Loans, Administrative..., Commercial Banking, Office Administration, Customer Service, Microsoft Word, PowerPoint, 10-key, Outlook, Accounting, Finance, Accounts Payable, Time Management
Education
Solano Community College
Boston Private Bank January 2004 - June 2013
Boston Private Bank 2008 - 2013
Boston Private Bank 2004 - 2013
Skills
Banking, Credit, Loans, Administrative..., Commercial Banking, Office Administration, Customer Service, Microsoft Word, PowerPoint, 10-key, Outlook, Accounting, Finance, Accounts Payable, Time Management
Education
Solano Community College
Mary Beth Spillane's Boston Private Bank Experience 1996 - 2000
Job Consultant
Industry Financial Services
Experience
Self-employed Consultant - Senior Business AnalystState StreetAugust 2012 - December 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2000 - 2004
Boston Private Bank 1996 - 2000
Freedom Capital Managenemt Company 1989 - 1996
Education
Suffolk University 1984 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Self-employed Consultant - Senior Business AnalystState StreetAugust 2012 - December 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2000 - 2004
Boston Private Bank 1996 - 2000
Freedom Capital Managenemt Company 1989 - 1996
Education
Suffolk University 1984 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Jaison Kammers's Boston Private Bank Experience May 2005 - Present
Job Gerente de relações internacionais
Industry Investment Banking
Experience
Boston Private Bank May 2005 - Present
Skills
Team Leadership, Strategic Planning, Public Relations, Negotiation, Social Media, Project Planning, Team Building, Marketing Strategy, Business Strategy, Business Planning, Internal Communications
Education
2015 — 2019
Bacharelado em economia, Economia do Desenvolvimento e da Mundialização
Boston Private Bank May 2005 - Present
Skills
Team Leadership, Strategic Planning, Public Relations, Negotiation, Social Media, Project Planning, Team Building, Marketing Strategy, Business Strategy, Business Planning, Internal Communications
Education
2015 — 2019
Bacharelado em economia, Economia do Desenvolvimento e da Mundialização
Martha Mastracci's Boston Private Bank Experience 2001 - 2011
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2011 - Present
Boston Private Bank 2001 - 2011
Education
Smith College
Bachelor of Arts (BA), Economics
First Republic Bank April 2011 - Present
Boston Private Bank 2001 - 2011
Education
Smith College
Bachelor of Arts (BA), Economics
Stephanie Maskell's Boston Private Bank Experience June 2013 - August 2013
Job Trinity College '14
Industry Hospital & Health Care
Experience
Massachusetts General Hospital September 2014 - Present
BNG Consulting, Inc. May 2014 - October 2014
CB Scoops May 2010 - August 2014
Trinity College - Hartford January 2013 - May 2014
Trinity College Community Child Care Center September 2011 - May 2014
Boston Private Bank June 2013 - August 2013
Education
Trinity College-Hartford 2010 — 2014
Newton Country Day School 2006 — 2010
Massachusetts General Hospital September 2014 - Present
BNG Consulting, Inc. May 2014 - October 2014
CB Scoops May 2010 - August 2014
Trinity College - Hartford January 2013 - May 2014
Trinity College Community Child Care Center September 2011 - May 2014
Boston Private Bank June 2013 - August 2013
Education
Trinity College-Hartford 2010 — 2014
Newton Country Day School 2006 — 2010
Michelle Ruscito's Boston Private Bank Experience February 1997 - February 2001
Job Banking Professional
Industry Banking
Experience
Santander Bank, N.A. December 2012 - December 2013
Santander Bank, N.A. 2012 - 2013
Coastal Medical Lab June 2011 - November 2012
Citizens Bank/ KNF&T February 2009 - October 2010
Value Mortgage Funding, Inc. December 2005 - January 2008
Equity Concepts Inc October 2003 - November 2005
Eagle Nationwide Mortgage Company October 2001 - December 2002
Boston Private Bank February 1997 - February 2001
Education
Rhode Island College
University of Southern Florida
Santander Bank, N.A. December 2012 - December 2013
Santander Bank, N.A. 2012 - 2013
Coastal Medical Lab June 2011 - November 2012
Citizens Bank/ KNF&T February 2009 - October 2010
Value Mortgage Funding, Inc. December 2005 - January 2008
Equity Concepts Inc October 2003 - November 2005
Eagle Nationwide Mortgage Company October 2001 - December 2002
Boston Private Bank February 1997 - February 2001
Education
Rhode Island College
University of Southern Florida
Nancy Cueva's Boston Private Bank Experience 2012 - 2014
Job Banking Professional
Industry Banking
Experience
Boston Private Bank 2012 - 2014
1st Century Bank August 2010 - September 2011
First Regional Bank August 2005 - June 2010
Education
Mount Saint Mary's University 2013 — 2016
Registered Nursing/Registered Nurse
Boston Private Bank 2012 - 2014
1st Century Bank August 2010 - September 2011
First Regional Bank August 2005 - June 2010
Education
Mount Saint Mary's University 2013 — 2016
Registered Nursing/Registered Nurse