Cambridge Trust Company
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Cambridge Trust Company Employees
Cambridge Trust Company August 2014 - Present
Bank of America February 2006 - April 2014
Cambridge Savings Bank April 2002 - February 2006
Sovereign Bank January 1995 - March 2001
Skills
Microsoft Office, Loans, Microsoft Word, Credit, Small Business Lending, Commercial Lending, English, Portfolio Management, Customer Service, Leadership
Education
Hofstra University 1981 — 1985
Bachelor's Degree, Communication and Media Studies
Cambridge Trust Company April 2015 - Present
Rockland Trust September 2013 - March 2015
Rockland Trust April 2000 - September 2013
Rockland Trust July 1996 - April 2000
BayBank July 1986 - July 1996
Skills
Financial Analysis, Banking, Risk Management, Cash Management, Finance
Education
Boston University 2000 — 2001
Master of Business Administration (MBA)
Cork Institute of Technology 1983 — 1986
Business Studies (Accounting)
North Bridge Podiatry Patient Service RepresentativeActon Medical AssociatesAugust 2009 - June 2011
Acton Medical Associates, PC 2009 - 2011
Kelly Services for Monster.com 2008 - 2009
for Herb Chambers BMW January 2007 - 2007
Cambridge Trust Company 2004 - 2006
Citizens Bank 2001 - 2004
Skills
Medical Terminology, Healthcare, ICD-9, HIPAA, Customer Service, Call Center, Banking, Healthcare Information..., Software Documentation, Process Improvement, Medicine
Education
American Career Institute
Maynard High School
Middlesex Community College
Accounting
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
Cambridge Trust Company March 2015 - Present
The Washington Trust Company November 2013 - September 2014
TD Bank March 2011 - November 2013
Bank of America July 1999 - November 2009
Skills
Commercial Banking, Commercial Lending, Real Estate, Credit Analysis, Credit, Loans, Mortgage Lending, Banking, Small Business Lending, Credit Risk, Underwriting
Education
Boston College 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Boston College 2001 — 2004
Master of Science (M.S.), Finance
Brown University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Cambridge Trust Company 2012 - Present
Sovereign Bank/Santander 2007 - 2012
Independent Financial Adviser 2001 - 2007
New England Financial 1999 - 2001
parents forum 2000 - 2000
Electronics Boutique 1991 - 1999
Highland Super Stores 1990 - 1991
Skills
Small Business Lending, Consumer Lending, Loans, Strategic Planning, Credit, Commercial Lending, Mortgage Lending, Sales, Cross Selling, Commercial Banking, Business Development, Retail Banking, Banking, Small Business, Credit Analysis, Lines Of Credit, Human Resources, Mortgage Banking, Branch Management, Negotiation, Portfolio Management, Deposits, Loan Origination, Finance, Commercial Mortgages, Underwriting, Wealth Management, Credit Risk
Education
Tufts University 1986 — 1990
Psychology
ME Fitzgerald
North Cambridge Catholic
Cambridge Trust Company June 2015 - Present
Florida Bank March 2009 - March 2015
Florida Bank 2009 - March 2015
Skills
Banking, Anti Money Laundering, Bank Secrecy Act, OFAC, Loans, USA PATRIOT Act, Money Service Businesses, Risk Management, Credit, Credit Analysis, Retail Banking, Employee Training, Project Planning, Suspicious Activity..., Policy Writing, Procedure Development, Reporting & Analysis
Education
ACAMS
Certified Anti-Money Laundering Compliance Specialist
Institute of Certified Bankers
Certified Regulatory Compliance Manager
The University of Memphis 1988 — 1992
Bachelor of Education (B.Ed.), Elemementary Education, Magna Cum Laude
The University of Memphis 1988 — 1992
BS Education, Elementary Education and Teaching
ChildFund International January 2015 - Present
Cambridge Trust Company July 2014 - Present
Federal Reserve Bank of Richmond 2006 - August 2013
Virginia Early Childhood Foundation 2010 - July 2013
United Way of Greater Richmond & Petersburg 2007 - July 2013
Boys & Girls Clubs of America 2007 - July 2013
Robins School of Business, University of Richmond 2012 - June 2013
Federal Reserve Bank of Boston 1978 - 2006
Abt Associates 1972 - 1977
Model Cities 1970 - 1971
Skills
Leadership, Program Management, Public Speaking, Management, Policy, Strategic Planning, Financial Modeling, Finance, Strategy, Banking, Risk Management, Financial Services, Nonprofits, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Science in Management (MSM)
Mount Holyoke College
Bachelor's Degree, Economics (with distinction)
Other Executive Education
Cambridge Trust Company November 2011 - Present
TD Bank February 2006 - October 2011
Skills
Banking, Business Development, Credit, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Sales, Small Business Lending, Investments, Consumer Lending, Commercial Banking
Education
Johnson and Wales University
Northeastern University
VTech September 2013 - Present
VTech April 2012 - September 2013
VTech July 2007 - April 2012
United Natural Foods September 2005 - March 2007
United Natural Foods August 2003 - September 2005
C&S Wholesale Grocers August 2001 - August 2003
Cambridge Trust Company February 2000 - June 2001
Fund for Public Interest Research August 1999 - February 2000
Skills
Supply Chain, Forecasting, Sales Operations, Cross-functional Team..., Project Planning, Product Marketing, Account Management, Sales, Inventory Management, Telecommunications, Team Leadership, Key Account Management, Logistics, Strategic Planning, Management, Pricing, CPFR, Demand Planning, Oracle Applications, MS Excel Pivot Tables, S&OP implementation, Microsoft Excel, PowerPoint, Google Docs
Education
Brandeis University 1995 — 1999
Bachelor’s Degree, Anthropology
Brandeis University 1995 — 1999
Bachelor of Arts (BA), Political Science and Government
The School for Field Studies 1998 — 1998
Cambridge Trust Company March 2015 - Present
Citizens Bank July 2008 - March 2015
Bank of America May 2004 - July 2008
Salem Five Bank 2003 - 2003
Cambridgeport Bank 1999 - 2003
Winchester Savings Bank 1996 - 1999
National Medical Care 1990 - 1994
Skills
Residential Mortgages, Investment Properties, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, VA loans, FHA financing, USDA, Government Loans, Banking, Home Equity Lines of..., Non-Conforming, Construction Loans, Commercial Lending, Residential Homes, Finance, Portfolio Management, Small Business Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Real Estate, Financial Analysis, Credit Analysis, Underwriting, First Time Home Buyers, Referrals, Condos, Mortgage Underwriting, Reverse Mortgages, Home Equity Loans, Loss Mitigation, Cross Selling, Investors, Consumer Lending
Education
Northeastern University 1986 — 1991
Bachelor Of Science, Business Administration and Management, General
Arlington 1982 — 1986
Morrison Mahoney December 2007 - Present
Morrison Mahoney LLP July 2006 - Present
PharMerica July 2006 - December 2007
Adjudicator March 2006 - July 2006
Cambridge Trust Company February 2006 - February 2006
StewartUnited Postal Service September 2002 - August 2004
Becker College September 2001 - May 2004
Education
Becker College 1999 — 2003
account
Becker College
Bachelor of Applied Science, Accounting
New York Life Insurance Company September 2014 - May 2015
SARELVI May 2011 - June 2014
Kliniek Dr. J. Taams April 2012 - October 2013
Cambridge Trust Company October 1994 - December 2009
Skills
Organizational..., Management Consulting, Project Implementation, Project Planning, Leading People, Analysis, Team Building, Budgeting, Banking, Business Analysis, Business Strategy, Business Planning, Customer Relations, Employee Relations, Financial Analysis, Financial Planning, Financial Reporting, Team Leadership, Microsoft Office, Negotiation, Projects, Quality Assurance, Quality Management, Research, Risk Management, Supervision, Underwriting, Writing, Windows, Finance, Teaching Adults, Portfolio Management, Recruiting, Coaching, Training, Change Management, Healthcare, Project Management, Credit, Strategic Planning, Loans, Credit Risk, Wealth Management, Customer Service, Leadership, Management, Mortgage Lending, Financial Services
Education
Boston University 2006 — 2008
Online courses, Financial Planning and Services
Simmons College - Simmons School of Management 1993 — 1994
MBA, Business Administration
Boston University 1989 — 1993
BA, Economics, Statistics
CBIZ MHM, LLC February 2010 - Present
Kennic Lui & Company, C.P.A. June 2008 - September 2008
Citigroup - Global Transaction Service July 2007 - September 2007
Cambridge Trust Company June 2006 - December 2006
Petroleum Wholesalers, Inc. July 2005 - December 2005
American Chinese Christian Education & Social Service, Inc. February 2004 - April 2004
Kennic Lui & Company, C.P.A. May 2002 - September 2002
Skills
Microsoft Office 2007, Bankruptcy, Chinese, Mandarin, Forensic Analysis, Fraud Investigations, Litigation Support, Cantonese, Fraud, Accounts Payable, Financial Analysis, Forensic Accounting, Microsoft Excel, Corporate Recovery, Financial Reporting, Microsoft Office
Education
NORTHEASTERN UNIVERSITY 2008 — 2009
Master of Science Degree in Leadership, Financial Services, 3.5
Northeastern University 2002 — 2007
Bachelor of Science Degree in Business Administration, Accounting, 2.5
CohnReznick LLP November 2014 - Present
Iron Mountain June 2013 - August 2013
Kelmar Associates, LLC June 2012 - August 2012
Cambridge Trust Company May 2011 - January 2012
Skills
Microsoft Excel, Auditing, PowerPoint, Banking, Human Resources, Team Building, Leadership, Teamwork, Financial Analysis, Microsoft Word, Management, QuickBooks
Education
Bentley University 2010 — 2014
BostonbeaN Coffee Company September 2012 - Present
NEW ENGLAND INVESTMENTS, LLC November 2008 - September 2012
Cambridge Trust Company September 2007 - July 2008
New England Sports Network November 2006 - May 2007
BOSTON SPORTS CLUBS May 2005 - May 2007
Skills
Management, Sales, Advertising, Cold Calling, Customer Service, Sales Management, Time Management, Sales Operations, Customer Retention, Program Management, Banking, Investments, Marketing Strategy, Residential Homes, Leadership, Team Building, Social Media Marketing, Program Development
Education
Johnson and Wales University 2003 — 2007
B.S, Sports/ Event/ Entertainments Management
Cambridge Trust Company 2002 - Present
Capital Crossing 2000 - 2002
Fleet Bank (formerly BankBoston/Bank of Boston) 1993 - 2000
Skills
Marketing Strategy, Marketing Communications, Advertising, Public Relations, Brand Development, Banking, Email Marketing, Web Design, Strategy, Product Development, Marketing, CRM, Integrated Marketing, Business Development, Social Media Marketing
Education
University of Illinois at Chicago 1991 — 1992
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
BS, Marketing
Cambridge Trust Company September 2014 - Present
Cambridge Trust Company August 2013 - September 2014
Cambridge Trust Company March 2012 - August 2013
Skidmore College September 2011 - December 2011
Brookside Museum September 2010 - December 2011
MESOAMÉRICA, Skidmore College June 2010 - December 2011
Skidmore College January 2010 - December 2011
Skidmore College August 2009 - December 2010
Skills
Research, Gallery Management, Grant Writing, Editing, Museums, Teaching, Press Releases, History, Public Speaking, Social Media, Event Planning, Higher Education, Non-profits, Community Outreach, Event Management, Adaptability, Management, Microsoft Office, PowerPoint, Microsoft Word
Education
Skidmore College 2008 — 2011
Bachelor of Arts, English and History
Town of Stow, Massachusetts November 2010 - Present
Cambridge Trust Company 2007 - Present
New England Association of Financial Professionals (NEAFP) 1998 - 2015
Sovereign Bank 2000 - 2006
State Street Corporation 1983 - 2000
First Chicago 1977 - 1983
Skills
Commercial Banking, Cash Management, Banking, CRM, Business Development, Treasury, Internet Banking, Treasury Management, Leadership, Payments, Portfolio Management, Treasury Services, Management, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Risk Management, Credit Risk, Retail Banking, Finance
Education
Roosevelt University 1978 — 1980
MBA
Saint Mary's College 1973 — 1977
BBA
Red Bank Catholic High School 1969 — 1973
College Prep
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Fallon Health January 2014 - Present
Fallon Total Care, a wholly owned subsidiary of Fallon Health November 2012 - Present
Fallon Health July 2006 - Present
Saint Vincent Hospital, Worcester June 2005 - June 2006
Strata Bank 2004 - 2005
Cambridge Trust Company September 1997 - January 2001
Ginn Publishing 1978 - 1982
Skills
Marketing Strategy, Product Marketing, Market Analysis, Brand Development, Advertising, New Business Development, Internal Communications, Public Relations, Staff Training and..., Strategic Business..., Strategy, Strategic Planning, Business Strategy, Integrated Marketing, Social Media Marketing, Direct Marketing, Media Relations, Leadership, Marketing, Email Marketing, Marketing Communications, Community Outreach, Healthcare, Management, Medicare, Customer Service, Training, Managed Care, Medicaid, Health Insurance, Nonprofits, Event Planning, Public Speaking, Program Management
Education
Salem State University 1970 — 1972
MS, Administration
University of Massachusetts Lowell 1965 — 1969
BS, Education
Twin Focus Capital Partners LLC May 2013 - Present
PlayBall! Foundation July 2004 - Present
PNC Wealth Management October 2008 - April 2013
Cambridge Trust Company September 2006 - October 2008
CIC Wealth Management 2002 - 2006
Skills
Notary Public, Financial Modeling, Estate Planning, Retirement Planning, Investment Advisory, Nonprofits, Financial Education
Education
Boston University 2010 — 2012
Certificate, Financial Planning
Gettysburg College 1998 — 2001
Bachelor of Arts
Phillips Exeter Academy
Post Graduate Year
Concord-Carlisle High School
Cambridge Trust Company January 1988 - May 2006
Bank of Boston November 1973 - December 1987
Skills
Writing, Advertising, Marketing Strategy, Research, Editing, Sales Management, Customer Relations, Problem Solving, Blogging, Literature, Creative Writing, Teaching, Short Stories, Publications, Leadership, Management, Fundraising, Marketing
Education
Harvard Business School Executive Education
Leadership in Professional Services Firms
University of Denver 1968 — 1972
BA, English
Governor Dummer Academy 1965 — 1968
Haverhill High School 1963 — 1965
Nestle USA February 2014 - Present
Nestlé USA March 2012 - January 2014
Nestle USA September 2009 - July 2012
Nestle June 2006 - October 2009
Cambridge Trust Company July 2001 - June 2004
Cambridge Trust Company 2001 - 2004
Skills
Marketing Strategy, Integrated Marketing, Market Research, Competitive Analysis, Consumer Products, Shopper Marketing, Retail, Marketing Management, Management, Brand Equity, Marketing, Sales, Cross-functional Team..., Brand Management, Strategy, FMCG, Trade Marketing, Marketing Research, P&L Management, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
mba
Middlebury College 1997 — 2001
2001, Economics
The Equinox Agency, LLC April 2010 - Present
Burr & Burton Academy November 2005 - October 2007
Cambridge Trust Company December 2002 - October 2005
Charter Trust January 2000 - December 2002
Skills
Investments, Budgets, Financial Analysis, Small Business, Insurance, Accounting, Payroll, Strategic Planning
Education
Mitchell College 1988 — 1989
Cannon Trust School, Boston University
The University of Montana
Hi-De Liners, inc. February 2015 - Present
Cambridge Trust Company February 2014 - Present
TD Bank Group May 2011 - February 2014
Skills
Credit, Commercial Lending, Credit Analysis, Relationship Management
Education
Providence College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Cambridge Trust Company July 2015 - Present
Cambridge Trust Company July 2013 - June 2015
Babson College Fund May 2012 - May 2013
KPMG Korea June 2012 - July 2012
DoingIn Law Group July 2011 - August 2011
Education
Babson College 2009 — 2013
BS/Business Admin, Finance, and Statistical Modeling, Magna Cum Laude
Woburn Public Schools September 2004 - Present
Cambridge Trust Company 1996 - 2004
Sterling Bank 1991 - 1996
Shawmut Bank, N.A. 1986 - 1991
Bank of New England, N.A. 1983 - 1986
Skills
Commercial Lending, Curriculum Design, Educational Leadership, K-12, Microsoft Office, Nonprofits, Fundraising, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
Master of Business Administration (M.B.A.), Management
Harvard University 1979 — 1983
Bachelor of Arts, Economics
Fresenius Medical Care March 2014 - Present
Cambridge Trust Company September 2008 - March 2014
Brown Brothers Harriman August 2006 - September 2008
BB&T 2001 - 2006
Skills
Wealth Management..., High Net Worth..., Relationship Management, Wealth Management, Trust Services, Trusts, Finance, Commercial Lending, Portfolio Management, Banking, Trust Management, Wealth, IRAs, 401k, Financial Services, Project Management, Executive..., Executive Support, Executive Calendar..., Executive Office..., Microsoft Excel, PowerPoint, Event Planning, Outlook
Education
Cannon Trust School 2009 — 2012
Trust and Estate Planning
Northeastern University 2006 — 2009
Bachelor of Applied Science (BASc), Organizational Leadership
Miller-Motte College-Wilmington 1997 — 1999
Associate of Arts and Sciences (AAS), Business Administration and Management, General
New York Life Insurance Company November 2013 - June 2015
LAZ Parking November 2011 - November 2013
Harland Clarke August 2006 - March 2007
Cambridge Trust Company January 2001 - July 2006
CPS Direct Inc. June 2000 - December 2000
Ward Rovner & Partners May 1998 - June 2000
Kaupp Forte Advertising July 1997 - May 1998
Bridgewater State University September 1996 - May 1997
Skills
Microsoft Office, Production Management, Account Management, Public Relations, Project Coordination, Banking, Advertising, Marketing Communications, Branding
Education
Bridgewater State University 1993 — 1997
Bachelor of Arts in Communication, Speech Communication and Public Relations
Cambridge Trust Company August 2012 - Present
The Savings Bank August 2008 - August 2012
Reading North Reading Chamber of Commerce 2008 - 2012
Sovereign Bank April 2006 - August 2008
Eastern Bank August 2003 - April 2006
Printed Circuit Corporation June 1997 - May 2003
NYNEX Information Resources Company May 1985 - June 1997
Skills
Client Relationship..., Integrity, Business Strategy, Sales Management, Marketing Strategy, Partner Relationship..., Community Relations, CRM, Partner Management, Management, Leadership, Portfolio Management, Strategy, Real Estate, Marketing, Business Development, Mergers & Acquisitions, Banking, New Business Development, Credit, Sales, Start-ups, Community Development, Commercial Lending, Finance, Commercial Banking, Financial Analysis, Loans, Investments, Financial Services, Credit Analysis, Risk Management, Mortgage Lending, Lines Of Credit, Small Business Lending, Underwriting, Commercial Mortgages
Education
Northeastern University
MBA, Management & Finance
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Marketing
University of Pennsylvania - The Wharton School
Certificate, Executive Sales Management
Eastern Bank August 2015 - Present
Cambridge Trust Company November 2011 - Present
Bank of America June 2010 - May 2011
Citizens Bank February 2008 - April 2009
Citizens Bank June 2006 - February 2008
Skills
Banking, Financial Risk, Finance, Financial Analysis, Microsoft Word, Microsoft Excel, Training, Customer Service
Education
Boston University 2009 — 2012
Masters, Economic Development & Tourism Management
University of Massachusetts, Amherst 2001 — 2006
Management, Hospitality and tourism
Cambridge Trust Company September 2007 - Present
Sovereign Bank of New England December 2005 - February 2007
Olympia Sports September 2000 - December 2005
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Management, Analysis, Business Analysis, Project Management, Leadership, Strategic Planning, Sales, Process Improvement, Marketing, Research, Risk Management, Banking
Education
Boston University 1992 — 1999
Bachelor of Liberal Arts, English Language and Literature/Letters
Yeshiva University High School 1989 — 1992
New York State High School Diploma, Regular/General High School/Secondary Diploma Program
Yavneh Academy 1980 — 1989
Elementary School, Grade school
Cambridge Trust Company August 2013 - Present
Capital Info August 2006 - Present
Octant Business Services October 2011 - August 2013
TD Bank November 2010 - October 2011
Boston Financial Investment Management February 2010 - November 2010
Titan Capital ID, LLC July 2005 - February 2010
MBI, Inc December 2002 - August 2005
Skills
Real Estate, Real Estate Development
Education
Harvard University 2014 — 2017
Candidate for Masters of Liberal Arts, Finance
Babson College 1998 — 2002
Bachelor of Science Business Administration (BSBA), Economics
New England Teamsters Federal Credit Union June 2013 - Present
Cambridge Trust Company December 2011 - June 2013
Eagle Bank January 2008 - November 2011
Skills
Commercial Lending, Real Estate, Credit, Small Business Lending, Banking, Commercial Banking, Loans, Credit Analysis
Education
Fairfield University 1992 — 1994
National School of Banking
Bentley University 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Woodforest National Bank July 2014 - Present
BMO Financial Group January 2014 - June 2014
Cambridge Trust Company September 2012 - January 2013
TD Bank Group November 2010 - July 2012
Lowe's Home Improvement May 2010 - November 2010
WB Mason February 2007 - February 2010
Skills
Retail Banking, Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Cross Selling, Customer Service, Cash Management, Branch Banking, Deposits, Microsoft Excel, Credit Cards, Financial Services, Accounting, Customer Experience, Mortgage Banking, Lines Of Credit, Commercial Banking
Education
Johnson and Wales University 2001 — 2004
Business
WithumSmith+Brown September 2015 - Present
KPMG US September 2014 - Present
Rothstein Kass September 2012 - June 2014
PricewaterhouseCoopers April 2006 - September 2012
Cambridge Trust Company September 2003 - April 2006
CambridgePort Bank March 1998 - September 2003
KinderCare May 1996 - March 1998
Skills
Banking, Microsoft Excel, Microsoft Office, Lotus Notes, Access, Customer Service, Accounting, Financial Services, Outlook, Credit, Project Management, Microsoft Word, PowerPoint, Loans, Teamwork, Vendor Management, Human Resources, Management, Auditing, Administrative..., Event Planning, Event Management, Office Administration, Office Management, Administrative...
Education
Massasoit Community College 1994 — 1997
Early Childhood Education
Bridgewater State College 1992 — 1994
Early Childhood Education
Cambridge Trust Company May 2011 - Present
TD Asset Management March 2008 - May 2011
TD Banknorth February 2003 - March 2008
UMass Five College Federal Credit Union November 1998 - May 2002
Bank of Easthampton March 1996 - August 1998
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Customer Experience, Banking, Equities, Loans, Investments, Investment Advisory, Financial Advisory, Securities, Volunteer Management, Nonprofits, Non-profits, Strategy, Financial Planning, Management, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2003 — 2007
MBA, Business
University of Massachusetts, Amherst 1998 — 2002
BA & BS, Marketing & Sport Management
First Hope Bank October 2013 - Present
Wells Fargo January 2013 - September 2013
Cambridge Trust Company May 2005 - January 2013
Crate and Barrel 2011 - 2011
South Shore Savings Bank August 2004 - May 2005
UnitedTrust Bank December 2002 - April 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Banking, Loans, Analysis, Cash Flow, Financial Analysis, Excel, Credit Analysis, Microsoft Office, Credit Risk, Stress Testing, Commercial Lending, Accounting, Financial Services, Management, Microsoft Excel, Financial Modeling, Finance, Commercial Banking
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Concentration Finance
Penn State University 1998 — 2001
BS, Finance and International Business
Cambridge Trust Company April 2015 - Present
State Street Bank October 2004 - April 2015
State Street Bank May 2000 - October 2004
State Street Bank May 2000 - October 2004
State Street Bank May 2000 - October 2004
Skills
Active Directory, Windows Server, Troubleshooting, Databases, Lotus Notes, VBA, Windows 7, Linux Command Line, Windows Desktop..., Ubuntu, HTML, Linux, Windows Server 2003, VirtualBox, Virtual PC, Windows Server 2008, Microsoft Office 2010, Windows 8, Lotus Domino..., Oracle BI Discoverer 10g, Windows 8.1, Lean Practitioner, Microsoft Office, Technical Support
Education
University of Massachusetts Boston 1989 — 1993
BA, History & East Asian Studies
The Cape Cod Five Cents Savings Bank June 2010 - Present
Animal Protection Center of Southeastern Mass. March 2009 - Present
Cambridge Trust Company November 2009 - May 2010
The Cape Cod Five Cents Savings Bank 2008 - 2009
MSPCA 2007 - 2009
Metavante 2004 - 2008
Boston Financial Data Services 1992 - 2003
Cash Management Services, Inc. 1988 - 1992
Education
Ramapo College of New Jersey 1980 — 1984
BS, Management / Marketing
Woodforest National Bank March 2015 - Present
Beaufort County School District January 2013 - March 2015
Fripp Island Resort January 2011 - October 2013
TitleMax July 2010 - January 2011
Liberty Savings Bank October 2008 - November 2009
The Cooperative Bank of Cape Cod April 2006 - June 2008
The Cape Cod Five Cents Savings Bank July 2004 - June 2006
Cambridge Trust Company January 1984 - January 2004
Skills
Credit, Credit Analysis, Risk Management
Education
Babson College 2000 — 2001
Certificate, Finance
Center for 2000 — 2001
School, Financial Studies; Education
University of New Hampshire
BA, History
Cambridge Trust Company June 2015 - Present
Century Bank December 2014 - Present
Bank of America January 2004 - June 2014
Skills
Credit, Loans, Commercial Banking, Risk Management, Customer Service, Interpersonal Skills, Loan Servicing, Investments, Equities, Financial Risk, Consumer Lending, Financial Services, Small Business Lending
Education
Northeastern University
Skillsoft February 2008 - Present
Skillsoft June 2006 - February 2008
Skillsoft June 2005 - June 2006
Electronic Data Systems November 2000 - March 2005
Priority Leasing, Inc. d/b/a Priority Capital August 1999 - October 2000
Cengage Learning, formerly The Gale Group August 1998 - May 1999
Cengage Learning, formerly The Gale Group March 1997 - July 1998
Cambridge Trust Company August 1996 - March 1997
Skills
Pricing Strategy, Business Analysis, Contracts Administrators, Microsoft Excel, Microsoft Office, Supervisory Skills, PeopleSoft, SAP, Work Well Independently, Articulate Communicator, Analytic Problem Solving
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Science (B.S.), Consumer Economics
Arlington Highschool 1988 — 1992
Hingham Institution for Savings December 2010 - October 2013
Complete Staffing Solutions 2013 - 2013
FIS June 2009 - November 2010
Fidelity National Information Services June 2009 - November 2010
Cambridge Trust Company October 2004 - May 2009
Cambridge Trust Company October 2004 - May 2009
EasCorp Federal Credit Union September 2003 - October 2004
EasCorp Federal Credit Union September 2003 - October 2004
Tufts Associated Health Plan January 2001 - January 2004
Tufts Health Plan 2001 - 2004
Skills
Banking, Account Reconciliation, Invoicing, Data Entry, Payments, Loans, Financial Services
Education
University of Massachusetts Boston 1986 — 1988
Economics, Accounting, Music
Hosmer School
New England Banking Institute
Sinnot School
University of Massachusetts
Bachelor of Science and Arts
ThinkingPhones November 2014 - Present
D'soto Photography August 2012 - Present
Colby College January 2012 - May 2014
Shawmut Design and Construction June 2013 - August 2013
Cambridge Trust Company June 2011 - August 2012
Grand Circle Corporation June 2010 - August 2010
Brigham and Women's Hospital October 2008 - June 2010
Skills
Photography, Leadership, Event Planning, Program Development, Microsoft Office, Nonprofits, Fundraising, Publicity, Listening to customers, Steel Detailing, Teamwork, Dependable Team Player, PowerPoint
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Photography and American Visual Culture, Graduated
Cambridge Trust Company Branch Manager Assistant Vice PresidentCambridge Trust CompanyMay 2008 - Present
Baybank, BankBoston, Fleet, BOA, Citizens 1998 - May 2008
Citizens Bank 2004 - 2008
Skills
Loans, Consumer Lending, Notary Public, Credit, Commercial Lending, Banking, Branch Banking, Cash Management, Commercial Banking, Small Business Lending, Business Development, Retail Banking, Mortgage Lending, Cross Selling, Branch Management
Education
University of Massachusetts Boston
BA, Sociology, Women's Studies
Mercedes-Benz of Boston June 2014 - September 2014
Enterprise Holdings May 2013 - February 2014
Jacob Realty 2012 - 2012
Cambridge Trust Company 2007 - 2011
2008 Democratic National Convention Committee August 2008 - August 2008
Starwood Hotels & Resorts May 2006 - August 2006
Paradigm Properties January 2005 - April 2005
Skills
Real Estate, Customer Service, Marketing, Sales, Leadership, Account Management, Banking, CRM, Public Relations, Corporate Events, Email Marketing, Social Media Marketing, Management, Notary Public, Marketing Strategy, Advertising, Public Speaking, Social Networking, Business Development
Education
Suffolk University 2007 — 2009
Bachelor's Degree, Communication and Journalism
Lee Institute School of Real Estate
Real Estate Principle and Practices
Doble Engineering August 2010 - Present
Cambridge Trust Company April 2007 - July 2010
IntraSystems May 2005 - August 2007
Skanska USA IT August 2000 - May 2005
Sodexo Marriott 1990 - 2000
Skills
Product Development, Troubleshooting, Microsoft Exchange
Education
North Shore Community College 1984 — 1986
Culinary arts, Culinary Arts/Chef Training
Cambridge Trust Company December 2005 - Present
Pacific Growth Equities June 2004 - September 2005
Congressional Budget Office (CBO) February 2000 - August 2002
Skills
Equities, Valuation, Economics, Macroeconomics, Financial Modeling, Equity Research, Bloomberg, Portfolio Management, Asset Managment, Investments, Financial Analysis, Mutual Funds, Equity Valuation, Asset Allocation, Investment Management, Bloomberg Terminal, Finance, Banking, Investment Advisory, Chartered Financial..., DCF
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1995 — 1999
BS, Quantitative Economics
East Coast Asset Management May 2013 - Present
Knott Asset Management, LLC May 2011 - May 2013
Vedette Asset Management, LLC September 2006 - June 2011
Foster Dykema Cabot & Company December 2002 - December 2005
Cambridge Trust Company 1999 - 2002
Skills
Equities
Education
Trinity College-Hartford 1984 — 1988
BA, History
Wilmington Friends School
State Street Corporation May 2005 - Present
BTS Asset Management April 2004 - April 2005
Cambridge Trust Company June 2002 - January 2003
Education
University of Massachusetts, Amherst 1999 — 2003
The Cape Cod Five Cents Savings Bank January 2014 - Present
The Cape Cod Five Cents Savings Bank April 2013 - January 2014
Cambridge Trust Company April 2007 - April 2013
Bridgewater Savings Bank September 2004 - April 2007
Skills
Financial Analysis, General Ledger, Payroll, Financial Reporting, Internal Controls, Banking, Risk Management, Finance, Accounting, Strategic Financial..., Budgets, Internal Audit
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Finance Concentration
Bridgewater State University 1998 — 2003
BS of Management, General Management
Cambridge Trust Company 2010 - Present
efi-vutek April 2004 - September 2009
Fidelity Investments 2003 - 2003
University of New Hampshire 1999 - 2003
Education
Harbin Institute of Technology
MS, Electrical Engineering
Harbin Institute of Technology
Bachelor, Electrical Engineering
University of New Hampshire
MS, Computer Science
Cambridge Trust Company May 2014 - Present
RBS Citizens, N.A. 1991 - May 2014
Skills
Banking, Lines Of Credit, Loans, Wealth Management..., Trust Services, Private Wealth Manager, Consumer Lending, Wealth Management
Education
NE School of Banking, Trust Program at Williams College
Rivier College
Bachelor's degree, Paralegal Studies
Cambridge Trust Company June 1996 - Present
Citizens Bank of Massachusetts March 1994 - June 1996
BayBank Middlesex June 1983 - March 1994
Skills
Financial Analysis, Banking, Risk Management, Real Estate, Credit, Loans, New Business Development, Portfolio Management, Commercial Lending, Investments, Cash Management, Wealth Management, Commercial Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, Finance
Middlebury College 1980 — 1983
Belmont Hill School 1976 — 1979
Cambridge Trust Company June 2006 - Present
IT Consultant June 2002 - June 2006
Carol R. Johnson Associates November 1997 - June 2002
FYRA MICRO Tools, Inc. June 1996 - September 1997
Skills
Network Security, Active Directory, Banking, Customer Service, Disaster Recovery
Education
University of Massachusetts, Amherst 1993 — 1996
B.S., Civil Engineering
PwC May 2014 - Present
Nutter McClennen & Fish LLP December 2012 - May 2014
Cambridge Trust Company January 2007 - December 2012
Cambridge Trust Company October 2005 - January 2007
Adrian A. Gaspar & Co., LLP June 2004 - October 2005
Skills
OneSource Trust Tax, Sungard, Excel, Microsoft Office, CCH, Lacerte, CCH Research, CCH ProSystem fx, CCH Intelliconnect, Fiduciary Services, Wealth Management, Internal Controls
Education
Northeastern University 1999 — 2004
Bachelor of Science Degree, Business Administration; Accounting
Leader Bank August 2011 - Present
Cambridge Trust Company September 2003 - August 2011
Cambridgeport Bank 2003 - 2006
Citizens Bank 1996 - 2000
Bank of Boston 1990 - 1994
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Credit Analysis, New Business Development, Banking, Branch Banking, Mortgage Lending, Commercial Banking, Management
Education
Malden High School 1978 — 1982
Boston College
Cambridge Trust Company July 2002 - Present
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Banking
Education
Suffolk University 2004 — 2008
Masters in Business Administration, Finance
Babson College 1998 — 2002
BS in Business Administration, Finance/Marketing
Weston High School 1994 — 1998
Cambridge Trust Company September 2004 - Present
Kappa Alpha Theta February 2013 - Present
Hancock Bank 1994 - 2004
Peace Corps July 1992 - August 1994
Skills
Equities, Wealth Management, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment
Education
Hanover College 1988 — 1992
Bachelor of Arts (B.A.), Business, French
CFA Institute
Chartered Financial Analyst
Rockland Trust June 2014 - Present
RBS Citizens December 2006 - May 2014
Century Bank and Trust 2005 - 2006
Cambridge Trust Company 1982 - 2004
Skills
Loans, Banking, Credit, Commercial Lending, Cash Management, Commercial Banking, Enterprise Software, Leadership, Risk Management, Partnerships, Portfolio Management, Recruiting, Small Business Lending, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk, Finance
Education
Boston College 1980 — 1985
Bachelor of Arts (B.A.), Finance
Cambridge Trust Company September 2004 - Present
Fidelity Investments February 2001 - September 2004
Skills
Equities, Equity Research, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Alternative Investments, Valuation, Financial Analysis, Wealth Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
Fairfield University
BA, History
Holy Cross High School
Cambridge Trust Company 1996 - Present
Choate, Hall & Stewart 1994 - December 1996
Shawmut Bank 1987 - 1994
Boston Safe Deposit & Trust Company/Boston Company 1981 - 1987
Education
ABA National Graduate Trust School 1989 — 1994
Merrimack College 1978 — 1982
Lord and Taylor November 2014 - January 2015
US Postal Service June 2014 - August 2014
ICES Education March 2013 - September 2013
BMA 2005 - 2012
JPMorgan Chase May 2008 - February 2009
JPMorgan March 2008 - February 2009
Harvard Vanguard March 2008 - May 2008
Cambridge Trust Bank February 2008 - March 2008
Harvard Vanguard Medical Associates February 2008 - March 2008
Cambridge Trust Company March 2007 - April 2007
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Outlook, Team Building, Data Entry, Public Speaking, Microsoft Word, Microsoft Office, Coaching, Time Management, Customer Service, Strategic Planning, Leadership, Training, Banking, Administrative..., Insurance, Team Leadership, Performance Management, PowerPoint, Policy, Budgets, Nonprofits, Interviews, Fundraising, Employee Benefits, Marketing, Event Planning, Organizational..., Access, Management, Sales, Community Outreach, Program Management, Process Improvement, Payroll, Social Media, Research, Leadership Development, Staff Development, Social Networking, Administration, Risk Management, Negotiation
Education
Cambridge College 2003 — 2006
Master, Business
Cambridge College 2003 — 2006
Master of Management, Business
Master in Business Management 2003 — 2006
Master's degree, Business Management, General
Cambridge Trust Company October 2004 - Present
Century Bank September 2002 - October 2004
National Cooperative Bank July 2000 - September 2002
Skills
Credit Analysis, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Risk Management, Underwriting, Credit, Finance, Business Analysis, Financial Analysis, Small Business Lending, Loans
Education
Boston College 1996 — 2000
BS, Finance
Boston University
Certificate in Real Estate Finance
New England School for Financial Studies 2011 — 2012
Harvard University Extension School
ALM, Finance
Cambridge Trust Company April 2012 - Present
Cambridge Trust Company June 2009 - April 2012
metavante February 1985 - June 2008
Education
Boston University
BS, Communications
Cambridge Trust Company January 2015 - Present
Cambridge Trust Company July 2014 - Present
Cambridge Trust Company December 2012 - Present
Cambridge Trust Company August 2011 - December 2012
US Trust May 2009 - August 2011
US Trust January 2006 - May 2009
Skills
Estate Planning, Strategic Financial..., Trusts, Wealth Management..., Trust Management, Retirement Planning, High Net Worth..., Trust Services, Wealth Management, Investment Management, Financial Planning
Education
Boston University 2010 — 2011
Center of Professional Education, Certificate of Financial Planning
Bentley University 2001 — 2005
BS, Accounting, Management
Cambridge Trust Company May 2012 - Present
Sovereign Bank October 2006 - May 2012
Cambridge Savings Bank September 2003 - October 2007
Boston Federal Savings Bank August 2001 - August 2003
Skills
Financial Analysis, Risk Management, Commercial Lending, Banking, Credit, Customer Service, Microsoft Excel, Business Development, Finance, Portfolio Management, Microsoft Office, Sales, CRM, Small Business Lending
Education
Skidmore College 1991 — 1995
Bachelor, Business Administration
Bedford High School 1987 — 1991
Cambridge Trust Company October 2006 - Present
East Boston Savings Bank March 2003 - October 2006
TUV America March 1999 - May 2002
Skills
Email Marketing, Marketing Strategy, Banking, Credit, Loans, Risk Management, Portfolio Management, Retail Banking, Mortgage Lending, Commercial Banking, Customer Service, Marketing, Credit Analysis
Education
University of Massachusetts at Lowell
Pursuing Graphic Design & Digital Imaging Certificate
Eastern Nazarene College 1997 — 2001
Bachelor of Science (BS), Business Administration - Marketing Concentration, Magna Cum Laude
New England College of Finance
Marketing in Financial Services Certificate, 4.0
Cambridge Trust Company May 1999 - Present
Cambridge Trust Company May 1996 - April 1999
Family Bank 1992 - 1996
Baker and Manzi, CPA's 1990 - 1993
Skills
Banking, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Credit
Education
New England School for Financial Studies (Mass Bankers Assoc.) 2010 — 2011
Merrimack College 1988 — 1992
Bachelor of Science, Finance
Cambridge Trust Company September 2011 - Present
Cambridge Trust Company March 2007 - September 2011
Belmont Savings 1992 - 2007
Boston Federal 1983 - 1992
Skills
Credit, Small Business Lending, Banking, Portfolio Management, Commercial Banking, Consumer Lending, Commercial Lending, Real Estate Financing, Retail Banking, Loans, Business Development, Credit Analysis, Underwriting, Credit Risk, Cash Management
Education
Mass Banker's School of Commercial Lending 2002 — 2003
Certificate, Commercial Real Estate
Northeastern University
BS, Business
New England College of Business and Finance
Certificate, Financial Statement Analysis
Fairview Capital March 2015 - Present
Stewart and Patten August 2013 - March 2015
Quantum Capital Management April 2012 - June 2013
Bersot Capital Management February 2011 - April 2012
Private Wealth Partners, LLC 2005 - 2007
Advent Software 1990 - 2005
Freedom Capital Management 1987 - 1990
Cambridge Trust Company 1983 - 1987
Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management
Education
University of Connecticut 1979 — 1983
B.A., Economics and French
Swarthmore High School 1975 — 1979
Cambridge Trust Company November 2000 - Present
BankBoston 1984 - 2000
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Commercial Banking
Education
Boston University Questrom School of Business
BSBA, Business/Finance
Northeastern University
MBA, Business/Accounting
Berkshire Bank March 2015 - Present
Belmont Savings Bank April 2013 - March 2015
Eastern Bank October 2012 - March 2013
Shatswell, Macleod & Company May 2012 - October 2012
Metro Credit Union February 2012 - May 2012
Middlesex Federal Savings Bank March 2011 - January 2012
Cambridge Trust Company 2009 - 2009
Independence Mortgage Group 2007 - 2009
SunTrust Bank 2007 - 2007
TD Banknorth 2006 - 2007
Skills
Residential Homes, USDA, Loan Origination, FHA financing, Real Estate Financing, FHA, Mortgage Lending, Loans, Underwriting, Portfolio Management, Residential Mortgages, Mortgage Banking, Refinance, Commercial Banking, Mortgage Underwriting, Credit, VA loans, Consumer Lending, Reverse Mortgages, Banking, Credit Analysis, VA Loans, FHA Financing
Education
The New England Institute of Art
Learn to Read January 1998 - Present
Middleton & Company July 2014 - June 2015
Cambridge Trust Company September 2001 - July 2014
Citizens Bank 1997 - 2001
Skills
Equities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds
Education
University of Massachusetts Boston 1985 — 1988
MBA, International Finance, Accounting
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Cambridge Trust Company June 2002 - Present
Education
Bowdoin College 1981 — 1985
Cambridge Trust Company December 2014 - Present
Santander Bank, N.A. March 2000 - August 2014
MetroWest Bank April 1999 - October 1999
Lexington Savings Bank July 1980 - November 1998
Education
Middlesex Community College 1979 — 1981
Cambridge Trust Company November 2010 - Present
Cambridge Trust Company November 1998 - November 2010
Cambridge Trust Company November 1995 - November 1998
Cambridge Trust Company September 1990 - November 1995
Skills
ACH, Small Business Lending, Commercial Lending, Banking, Merchant Services, Credit, Small Business, Loans, Commercial Banking, Credit Risk, Management
Education
New England School of Banking at Williams College 1996 — 1997
Certifcate, Banking and Financial Support Services
Northeastern University 1984 — 1985
Cambridge Trust Company January 2007 - Present
Cambridge Trust Company January 2007 - October 2013
Object Management Group February 2005 - January 2007
Buyer June 2003 - February 2005
The Law Offices of Magaret T. Connolly, Real Estate Law January 1998 - June 2003
Coldwell Banker January 1995 - June 2003
Skills
Disaster Recovery, Business Continuity..., Contract Negotiation, Project Management, Risk Management, Facilities Management, Strategic Planning, Risk Assessment, Crisis Management, Project Planning, Emergency Management, Vendor Management, Operations Management, Team Building, Project Coordination, Crisis Communications, Strategic Financial..., Business Strategy, Facilities Operations, Team Management, Office Management, Project Delivery, Organizational..., Business Impact and..., awareness and training, excercising and testing, Recovery Strategy and..., Integrating BCM into..., Alternate site recovery, Vendor Contracts, Construction Management, Office Administration, Vendor Finance, Vendor Managed Inventory, Space-planning, Executive...
Education
Framingham State College 1986 — 1990
BA, English
Cambridge Trust Company November 1998 - Present
HarborOne Credit Union November 1993 - October 1998
University Bank 1985 - 1990
Skills
Internal Audit..., Risk Mitigation, Wealth Management Audit, Internal Audit, Internal Controls, Auditing, Risk Assessment, Internal Audit..., Management, Leadership, Risk Management, Banking, External Audit, Fraud, Financial Analysis, Security, Credit, Enterprise Risk..., Due Diligence, Loans
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Journalism
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree
Cambridge Trust Company July 2012 - Present
Cambridge Trust Company January 2001 - June 2012
Cambridge Trust Company 1996 - 2000
Skills
Banking, Wealth Management, Asset Management, Investments, Mutual Funds, Strategic Financial..., Finance, Due Diligence, Financial Modeling, Alternative Investments, Commercial Lending, Financial Planning, Financial Analysis, Estate Planning, High Net Worth..., Wealth Management...
Education
St. Lawrence University 1985 — 1989
BA, History
Nichols School 1977 — 1985
Cambridge Trust Company March 2011 - Present
Skills
Financial Analysis, Equities, Bloomberg, Banking, Financial Modeling
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Cambridge Trust Company March 2012 - Present
Citizens Bank 2003 - March 2012
Charter Trust January 1996 - June 2003
New London Trust (nka Charter Trust) 1996 - 2001
First NH n/k/a Citizens Bank March 1989 - January 1996
Amoskeag Bank, which became First NH as a new company 1989 - 1991
State of New Hampshire, DHHS 1979 - 1989
Skills
Wealth Management, Trusts, Estate Planning, Risk Management, Wealth
Education
New England School of Banking, at Williams College 1994 — 1995
Certificate in Trust
Indiana University Bloomington
BA, English, with double minor in French and history
The University of Memphis—Cecil C. Humphreys School of Law
Juris Doctor
Cambridge Trust Company October 2012 - Present
Bain & Company April 2012 - October 2012
Bain & Company October 2011 - April 2012
Bain & Company June 2008 - October 2011
Skills
Active Directory, Network Administration, Microsoft Exchange, SQL, Mobile Device Management, Blackberry Enterprise..., Windows Server
Education
Northeastern University 2002 — 2007
BS, Computer and Information Science
Cambridge Trust Company April 2006 - Present
Cambridge Trust Company May 2002 - April 2006
Education
Quincy College 1996 — 2010
Business magmt
North Quincy High 1992 — 1996
Cambridge Trust Company July 2011 - Present
Honda of Keene May 2008 - July 2011
Savings Bank of Walpole August 2008 - September 2009
TD Bank June 2005 - January 2008
Skills
Trust Services, Trust Management, Investments, Investment Banking, Banking, Wealth Management
Education
Bryant University 2004 — 2008
BS, Finance
TD Bank 2012 - Present
Cambridge Trust Company 2002 - 2012
Bank of Boston 1979 - 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Private Equity, Real Estate Economics, Banking, Portfolio Management, Loans
Education
Trinity College-Hartford
Bachelor of Arts (B.A.)
The Whitlock Group DirectorRed Sox FoundationOctober 2014 - Present
Brigham & Women's Hospital 2006 - Present
Cambridge Trust Company 2002 - Present
AesRx 2009 - December 2013
Penn Foster 2012 - 2013
The Princeton Review 2009 - 2012
Brandeis University 2006 - 2012
Boys & Girls Clubs of Boston 1999 - 2008
Skills
Non-profits, Fundraising, Strategic Planning, Community Outreach, Public Speaking, Leadership Development, Philanthropy, Venture Philanthropy, Corporate Governance, Executive Coaching, Organizational..., Change Management, Social Entrepreneurship, Governance, Board Development, Board Governance, Coaching, Grant Writing, Leadership, Management, Management Consulting, Nonprofits, Policy, Program Development, Public Relations, Research, Strategy, Teaching, Volunteer Management, Workshop Facilitation
Education
Mount Holyoke College
A.B.
University of Michigan
Master of Arts (M.A.), Psychology
Cambridge Trust Company April 2015 - Present
Citizens Bank November 2014 - Present
Citizens Bank 2008 - November 2014
Citizens Bank 2000 - 2007
Skills
Banking, Portfolio Management, Risk Management, Credit, Leadership, Fixed Income, Mutual Funds, Customer Service, Sales, Commercial Banking
Education
Keene State College 1995 — 1999
BA, Communications
Cambridge Trust Company October 2013 - Present
NiSource May 2011 - May 2013
Citizens Bank 2006 - 2008
Bank of America 1999 - 2004
Skills
Financial Modeling, Internal Audit, Financial Analysis, Strategic Financial..., Risk Management, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Cash Management, Process Improvement, Credit, Internal Controls, Analysis, Variance Analysis
Education
Assumption College
Cannon Financial Institute
Southern NH University
BA Business Studies/Accounting, Accounting and Finance
Cambridge Trust Company February 2007 - Present
Riverside Management Group 2001 - 2007
Skills
Banking, Internal Controls, General Ledger, Account Reconciliation, Retail Banking, Deposits, Accounts Payable, Accounts Receivable, Fixed Assets, Customer Service
Education
New England College of Business and Finance 2010 — 2013
Certificate, Accounting
Centro Universitário de Belo Horizonte 1994 — 1996
Architecture - Design
Tufts Medical Center December 2007 - Present
Liberty Mutual Insurance March 1998 - November 2007
Cambridge Trust Company March 1981 - February 1997
Skills
Application Development, Oracle/sysbase/UDB, Systems Analysis, Access, Crystal Reports, Software Implementation, Healthcare Information..., Visio, HIPAA, Data Warehousing, Cognos, Business Analysis, Software Documentation, Data Mapping, Business Intelligence, Unix, Unix Shell Scripting, Perl, SCO Unix, Unix Operating Systems, Micro Focus Cobol, Microsoft SQL Server, Oracle SQL, SQL*Plus, Stored Procedures, JavaScript, JDBC, Java, Lawson 4GL, Lawson General Ledger, Lawson HRIS, Lawson Erp, EDI, ACH, Informix, Sybase
Education
Clark University
Northeastern University
Cambridge Trust Company November 2011 - Present
Cambridge Trust Company August 2010 - November 2011
Cambridge Trust Company June 2007 - August 2010
Cambridge Trust Company June 2004 - August 2006
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Real Estate, Commercial Lending, Small Business Lending, Financial Risk, Underwriting, Analysis, Commercial Banking, Credit Risk, Construction Loans, Mortgage Lending, Finance, C&I Lending, Risk Management, Commercial Mortgages, Cash Flow
Education
Providence College 2003 — 2007
Batchelor of Arts
Risk Management Association 2012 — 2012
Loan Officer Resident Seminar
Eaton Vance November 2014 - Present
Eaton Vance December 2012 - Present
Eaton Vance February 2012 - December 2012
Cambridge Trust Company September 2009 - February 2012
Education
Tufts University 2005 — 2009
Bachelor of Arts, Economics/French
Tabor Academy 2002 — 2005
HS Diploma
Cambridge Trust Company March 2011 - Present
Citizens Private Bank & Trust Company 2001 - 2011
Skills
Portfolio Management, Fixed Income, Wealth Management, Asset Management, Credit Analysis, Investments, Commercial Lending, Equities, Alternative Investments
Education
CFA
Colby College
Cambridge Trust Company May 2011 - Present
Skills
Banking, Retail Banking, Cross Selling, Cash Management, Customer Service
Education
Bunker Hill Community College
Lexington Solutions, LLC May 2014 - Present
MassHousing January 2013 - May 2014
Walker & Dunlop (formerly CWCapital LLC) October 2009 - December 2012
Cambridge Trust Company June 2008 - October 2009
Skills
Ad Hoc Reporting, Project Coordination, Analysis, Database Administration, Data Analysis, Financial Analysis, Project Management, Process Improvement, Mockups
Education
The Catholic University of America 2003 — 2007
Bachelor of Arts (BA), Education
Emerson Hospital March 2014 - Present
HSM Consulting 2012 - Present
MEDITECH 2010 - 2012
Cambridge Trust Company May 2004 - August 2010
Skills
CPOE, Meditech, Hospitals, Healthcare Information..., Access, HIPAA, Software Documentation, Physicians, Analysis, Management, Healthcare, EMR, Training, Customer Service
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Lincoln Sudbury Regional High School 2000 — 2004
Cambridge Trust Company November 2010 - Present
Skills
Banking
Education
Boston University 1984 — 1986
Master's degree
University of Massachusetts Lowell 1980 — 1984
Bachelor's degree
SEACRET Direct March 2015 - Present
Cambridge Trust Company July 1999 - December 2004
Skills
Retail, Management, Marketing, Time Management, Leadership, Strategic Planning, Team Building, Social Media Marketing, Cosmetology, Skin Care Products, Skin, Skin Care, spa, Hair Care, Seacret Agent, Customer Service, E-commerce, Marketing Communications, Forecasting, Fashion, Visual Merchandising, Change Management, Merchandising, Business Analysis, Analysis, Team Management, New Business Development, Research, Public Speaking, Microsoft Office, Apparel, Store Management, Online Marketing
Education
Wayland High School 1995 — 1999
High School, General Studies
Bryant University
Cambridge Trust Company August 2005 - Present
BankRI September 1996 - July 2005
Education
Babson College
BSBA, Accounting
Amtrak November 2014 - Present
Interactive Brokers July 2004 - November 2014
Cambridge Trust Company October 2001 - June 2004
Education
Iona College 2008 — 2012
Master of Business Administration (MBA), Accounting and Finance
Northeastern University 2001 — 2004
Bachelor of Science (B.S.), Accounting
Languages Unlimited December 2010 - Present
Empire Education Group December 2003 - August 2008
Cambridge Trust Company February 2002 - July 2004
Skills
Spanish, Management, Marketing, Multilingual, Translation, Time Management, Foreign Languages, International Relations, English, Accounts Receivable, Public Speaking, Microsoft Office, Project Management, Training, Globalization, Linguistics
Education
New England College of Business and Finance 2004 — 2005
Business Administration and Management, General
Cambridge Trust Company
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Banking, Consumer Lending, Customer Service, Management, Research, Financial Services, Microsoft Office, Public Speaking, Leadership
Education
Murray State University 1982 — 1987
Bachelor’s Degree, Business Administration; Marketing; Management
Cambridge Trust Company Conversion ManagerMTech1981 - 1986
Skills
Management, Banking, Financial Services, Business Analysis, Credit, Portfolio Management, Mutual Funds, Commercial Banking, Process Improvement, Project Management
Education
Northeastern University
Northeastern University
Northeastern University