Cambridgeport Bank
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Cambridgeport Bank Employees
Employee
Years
Job
Industry
Barbara Heinemann Barbara Heinemann's Cambridgeport Bank Experience 1987 - 2001
Job Executive Vice President, Enterprise Risk Management at Eastern Bank
Industry Banking
Experience
Eastern Bank November 2014 - Present
Eastern Bank February 2001 - November 2014
Eastern Bank 2001 - 2010
Cambridgeport Bank 1987 - 2001
Skills
Banking, Internet Banking, Process Improvement, Strategic Planning, Project / Program..., Organizational..., Retail Banking, Portfolio Management, Commercial Lending, Management, Risk Management, Team Leadership, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Cash Management, Credit, Financial Services, Analysis
Education
University of Maryland University College 2004 — 2005
MBA, Business
ACB - National School of Financial Studies - Fairfield University 1998 — 2000
MBA - New England School of Financial Studies - Babson College 1993 — 1994
Banking
Eastern Bank November 2014 - Present
Eastern Bank February 2001 - November 2014
Eastern Bank 2001 - 2010
Cambridgeport Bank 1987 - 2001
Skills
Banking, Internet Banking, Process Improvement, Strategic Planning, Project / Program..., Organizational..., Retail Banking, Portfolio Management, Commercial Lending, Management, Risk Management, Team Leadership, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Cash Management, Credit, Financial Services, Analysis
Education
University of Maryland University College 2004 — 2005
MBA, Business
ACB - National School of Financial Studies - Fairfield University 1998 — 2000
MBA - New England School of Financial Studies - Babson College 1993 — 1994
Banking
Bruce C. Ocko Bruce C. Ocko's Cambridgeport Bank Experience May 1993 - August 2003
Job Senior Vice President Director of Mortgage Lending at Bangor Savings Bank
Industry Banking
Experience
Bangor Savings Bank March 2015 - Present
Sales Executive October 2014 - March 2015
Citizens Bank August 2003 - September 2014
Cambridgeport Bank May 1993 - August 2003
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Sales & Marketing..., Sales Management, Banking, Financial Services, Loans, Risk Management, Underwriting, Construction Loans, Cross Selling, FHA, Financial Analysis, Lines Of Credit, Real Estate Financing, Sales, USDA, VA loans, FHA financing, VA Loans, FHA Financing
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bangor Savings Bank March 2015 - Present
Sales Executive October 2014 - March 2015
Citizens Bank August 2003 - September 2014
Cambridgeport Bank May 1993 - August 2003
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Sales & Marketing..., Sales Management, Banking, Financial Services, Loans, Risk Management, Underwriting, Construction Loans, Cross Selling, FHA, Financial Analysis, Lines Of Credit, Real Estate Financing, Sales, USDA, VA loans, FHA financing, VA Loans, FHA Financing
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daniel Silverman Daniel Silverman's Cambridgeport Bank Experience June 1995 - December 1998
Job V.P./Mortgage Loan Officer at BankNewport
Industry Banking
Experience
BankNewport October 2005 - Present
BankNewport December 1998 - September 2005
Cambridgeport Bank June 1995 - December 1998
Skills
Mortgage Lending, Loans, Loan Origination, Banking, Small Business Lending, Credit, Residential Mortgages, Mortgage Banking, Consumer Lending, Lines Of Credit, Refinance
Education
University of Massachusetts, Amherst 1986 — 1991
Bachelor of Arts (B.A.), Economics
BankNewport October 2005 - Present
BankNewport December 1998 - September 2005
Cambridgeport Bank June 1995 - December 1998
Skills
Mortgage Lending, Loans, Loan Origination, Banking, Small Business Lending, Credit, Residential Mortgages, Mortgage Banking, Consumer Lending, Lines Of Credit, Refinance
Education
University of Massachusetts, Amherst 1986 — 1991
Bachelor of Arts (B.A.), Economics
Stephen Morrison's Cambridgeport Bank Experience 1999 - 2003
Job Vice President Residential Lending at Cambridge Trust
Industry Financial Services
Experience
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
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
Audrey V. Mills's Cambridgeport Bank Experience September 1995 - September 2003
Job Administrative Assistant at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt November 2012 - Present
General Growth Properties October 2007 - February 2012
Countrywide Home Loans April 2006 - October 2006
Evercare September 2005 - March 2006
Integrated Compliance Solutions September 2004 - September 2005
Cambridgeport Bank September 1995 - September 2003
Cahners Publishing 1994 - 1995
Shawmut Bank 1992 - 1994
Shawmut Mortgage Company 1990 - 1992
Skills
Microsoft Office, Lotus Notes, Travel Planning, Expense Reports, Google Calendar, Outlook, Management, Customer Service, Time Management, Banking, PowerPoint, Sales, Administrative..., Invoicing, Payroll
Education
Bentley College 1993 — 1994
Economics/Finance
Newton North High School 1979 — 1982
Diploma
Aon Hewitt November 2012 - Present
General Growth Properties October 2007 - February 2012
Countrywide Home Loans April 2006 - October 2006
Evercare September 2005 - March 2006
Integrated Compliance Solutions September 2004 - September 2005
Cambridgeport Bank September 1995 - September 2003
Cahners Publishing 1994 - 1995
Shawmut Bank 1992 - 1994
Shawmut Mortgage Company 1990 - 1992
Skills
Microsoft Office, Lotus Notes, Travel Planning, Expense Reports, Google Calendar, Outlook, Management, Customer Service, Time Management, Banking, PowerPoint, Sales, Administrative..., Invoicing, Payroll
Education
Bentley College 1993 — 1994
Economics/Finance
Newton North High School 1979 — 1982
Diploma
Julie Gentile Julie Gentile's Cambridgeport Bank Experience January 1999 - January 2002
Job Commercial Banker ABL Group Eastern Bank
Industry Primary/Secondary Education
Experience
Eastern Bank June 2013 - Present
Sovereign Bank July 2012 - June 2013
Susie's Day Care March 2004 - July 2012
Eastern Bank March 2002 - May 2004
Cambridgeport Bank January 1999 - January 2002
Skills
Childcare, Banking, Customer Service, Consumer Lending, Credit, Loans, Retail Banking, Branch Banking, Commercial Banking, Cross Selling, Time Management, Cash, Mortgage Lending, Customer Satisfaction, Microsoft Office
Education
Middlesex Community College 1996 — 2001
Associate in Arts, Liberal Arts and Sciences
Woburn High School 1992 — 1996
Eastern Bank June 2013 - Present
Sovereign Bank July 2012 - June 2013
Susie's Day Care March 2004 - July 2012
Eastern Bank March 2002 - May 2004
Cambridgeport Bank January 1999 - January 2002
Skills
Childcare, Banking, Customer Service, Consumer Lending, Credit, Loans, Retail Banking, Branch Banking, Commercial Banking, Cross Selling, Time Management, Cash, Mortgage Lending, Customer Satisfaction, Microsoft Office
Education
Middlesex Community College 1996 — 2001
Associate in Arts, Liberal Arts and Sciences
Woburn High School 1992 — 1996
Scott Hammond's Cambridgeport Bank Experience February 1990 - June 1992
Job Senior Vice President Commercial Credit Review Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
Christopher Pesce's Cambridgeport Bank Experience January 2001 - September 2003
Job Vice President, Marketing at North Shore Bank, A Cooperative Bank
Industry Banking
Experience
North Shore Bank, A Co-operative Bank February 2005 - Present
Franciscan Hospital for Children November 2003 - December 2004
Cambridgeport Bank January 2001 - September 2003
East Boston Savings Bank March 1999 - December 2000
Metro Credit Union May 1987 - February 1999
Skills
Marketing Strategy, Advertising, Market Research, Marketing, Public Relations, Management, Leadership, Program Management, Direct Marketing, Strategic Planning, Email Marketing, Banking, Market Planning, Social Media Marketing, Marketing Communications, Budgets, Nonprofits, Copywriting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
ABA School of Bank Marketing and Management
CUNA School of Marketing Management 1996 — 1997
CUNA Marketing Professional Certificate, Marketing Management
Suffolk University - Sawyer Business School 1986 — 1990
Bachelors of Science in Business Administration, Business Management
North Shore Bank, A Co-operative Bank February 2005 - Present
Franciscan Hospital for Children November 2003 - December 2004
Cambridgeport Bank January 2001 - September 2003
East Boston Savings Bank March 1999 - December 2000
Metro Credit Union May 1987 - February 1999
Skills
Marketing Strategy, Advertising, Market Research, Marketing, Public Relations, Management, Leadership, Program Management, Direct Marketing, Strategic Planning, Email Marketing, Banking, Market Planning, Social Media Marketing, Marketing Communications, Budgets, Nonprofits, Copywriting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
ABA School of Bank Marketing and Management
CUNA School of Marketing Management 1996 — 1997
CUNA Marketing Professional Certificate, Marketing Management
Suffolk University - Sawyer Business School 1986 — 1990
Bachelors of Science in Business Administration, Business Management
Jane Lundquist Jane Lundquist's Cambridgeport Bank Experience 1986 - 2003
Job EVP, Director of Consumer and Small Business Banking at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company July 2004 - Present
Cambridgeport Bank 1986 - 2003
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Small Business Lending, Retail Banking, Credit, Consumer Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Mortgages, Mortgage Banking, Underwriting, Financial Services, Finance
Education
University of North Carolina at Chapel Hill
BS, Business and Accounting
University of Virginia - Darden Graduate School of Business Administration
MBA
Rockland Trust Company July 2004 - Present
Cambridgeport Bank 1986 - 2003
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Small Business Lending, Retail Banking, Credit, Consumer Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Mortgages, Mortgage Banking, Underwriting, Financial Services, Finance
Education
University of North Carolina at Chapel Hill
BS, Business and Accounting
University of Virginia - Darden Graduate School of Business Administration
MBA
Steven Handler Steven Handler's Cambridgeport Bank Experience 1993 - 1995
Job Corporate Audit and Compliance at TJX
Industry Retail
Experience
TJX 1995 - Present
Town of Needham 2000 - June 2011
Cambridgeport Bank 1993 - 1995
Guaranty-First Trust Company 1989 - 1993
Skills
Security, Process Improvement, Business Analysis, Vendor Management, IT Management, Sports Photography, IT Audit, Information Security..., Information Security, Network Security, Internal Audit, Auditing, Computer Security, Internal Controls, Infrastructure, Disaster Recovery
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA
Stockton University 1982 — 1984
BS, Business Administration
TJX 1995 - Present
Town of Needham 2000 - June 2011
Cambridgeport Bank 1993 - 1995
Guaranty-First Trust Company 1989 - 1993
Skills
Security, Process Improvement, Business Analysis, Vendor Management, IT Management, Sports Photography, IT Audit, Information Security..., Information Security, Network Security, Internal Audit, Auditing, Computer Security, Internal Controls, Infrastructure, Disaster Recovery
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA
Stockton University 1982 — 1984
BS, Business Administration
Andrew Paul Adams's Cambridgeport Bank Experience June 1994 - March 1996
Job Renovation Branch Manager NMLSR ID 114591
Industry Banking
Experience
Wells Fargo Home Mortgage January 2012 - Present
Salem Five Mortgage Services, LLC August 2007 - January 2012
Wells Fargo Home Mortgage 1995 - 2004
Cambridgeport Bank June 1994 - March 1996
Skills
Renovation Lending, FHA financing, FHA 203K (Full and..., Conventional Renovation..., Mortgage Lending, Renovation, Refinance, FHA, Loan Origination, Residential Mortgages, Real Estate, Credit Analysis, Mortgage Underwriting, Loans, Investment Properties, Real Estate Economics, VA loans, USDA, Property Management, Finance, Referrals, Mortgage Banking, Customer Service, Government Loans, Credit, First Time Home Buyers, Banking, Sales, Underwriting, Construction Loans, Consumer Lending, Real Estate Financing, Foreclosures, Residential Homes, Reverse Mortgages, Management, Short Sales, Real Estate Transactions, Condos, REO, Sellers, Commercial Mortgages, Single Family Homes, Home Equity Loans, Investors, Loss Mitigation, Credit Risk, Relocation, Financial Services, 203K
Education
University of Rhode Island 1987 — 1991
BA, Economics
University of Rhode Island 1987 — 1991
Bachelor's Degree, Economics
Arlington high 1983 — 1987
Wells Fargo Home Mortgage January 2012 - Present
Salem Five Mortgage Services, LLC August 2007 - January 2012
Wells Fargo Home Mortgage 1995 - 2004
Cambridgeport Bank June 1994 - March 1996
Skills
Renovation Lending, FHA financing, FHA 203K (Full and..., Conventional Renovation..., Mortgage Lending, Renovation, Refinance, FHA, Loan Origination, Residential Mortgages, Real Estate, Credit Analysis, Mortgage Underwriting, Loans, Investment Properties, Real Estate Economics, VA loans, USDA, Property Management, Finance, Referrals, Mortgage Banking, Customer Service, Government Loans, Credit, First Time Home Buyers, Banking, Sales, Underwriting, Construction Loans, Consumer Lending, Real Estate Financing, Foreclosures, Residential Homes, Reverse Mortgages, Management, Short Sales, Real Estate Transactions, Condos, REO, Sellers, Commercial Mortgages, Single Family Homes, Home Equity Loans, Investors, Loss Mitigation, Credit Risk, Relocation, Financial Services, 203K
Education
University of Rhode Island 1987 — 1991
BA, Economics
University of Rhode Island 1987 — 1991
Bachelor's Degree, Economics
Arlington high 1983 — 1987
Steven Damiani Steven Damiani's Cambridgeport Bank Experience 1998 - 2003
Job VP Business Development at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Chris Dunn Chris Dunn's Cambridgeport Bank Experience 1994 - 1996
Job Retired
Industry Banking
Experience
South Shore Bank 2001 - July 2015
Rockland Trust Company November 1997 - October 2001
Cambridgeport Bank 1994 - 1996
Boston Five Cents Savings Bank September 1972 - March 1994
Skills
Banking, Business Development, Commercial Banking, Underwriting, Team Building, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Sales, Small Business Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1974 — 1977
MBA, Finance
Amherst College 1968 — 1972
Bachelor of Arts (BA), Political Science
South Shore Bank 2001 - July 2015
Rockland Trust Company November 1997 - October 2001
Cambridgeport Bank 1994 - 1996
Boston Five Cents Savings Bank September 1972 - March 1994
Skills
Banking, Business Development, Commercial Banking, Underwriting, Team Building, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Sales, Small Business Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1974 — 1977
MBA, Finance
Amherst College 1968 — 1972
Bachelor of Arts (BA), Political Science
Paige Skilling Paige Skilling's Cambridgeport Bank Experience 2003 - 2004
Job Assistant Vice President at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management LLC July 2012 - Present
Wellington Management August 2006 - June 2012
Liberty Mutual Insurance May 2005 - August 2006
Cambridgeport Bank 2003 - 2004
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brattleboro Union High School 1996 — 2000
Acadian Asset Management LLC July 2012 - Present
Wellington Management August 2006 - June 2012
Liberty Mutual Insurance May 2005 - August 2006
Cambridgeport Bank 2003 - 2004
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brattleboro Union High School 1996 — 2000
Sean Manning's Cambridgeport Bank Experience April 2003 - January 2004
Job Learning & Development Professional
Industry Professional Training & Coaching
Experience
Sovereign Bank June 2010 - March 2011
Citizens Bank July 2008 - June 2010
Charter One Bank October 2004 - June 2008
Citizens Bank February 2004 - October 2004
CambridgePort Bank* April 2003 - January 2004
CambridgePort Bank March 2000 - April 2003
BankBoston June 1995 - February 2000
BayBank August 1994 - June 1995
BayBank May 1993 - June 1995
Skills
Training, Commercial Banking, Leadership, Project Management, Credit, Retail Banking, Human Resources, Sales, Financial Services, Program Management, Management, Team Building, Change Management, Call Centers, Leadership Development, Relationship Management, Strategic Planning, Loans, Onboarding, Mortgage Lending, Finance, Executive Coaching, Coaching, Marketing, Performance Management, Cross Selling, CRM, Employee Relations, Instructional Design, Proprietary...
Education
University of Connecticut 1986 — 1989
BA, College of Liberal Arts & Sciences
Sovereign Bank June 2010 - March 2011
Citizens Bank July 2008 - June 2010
Charter One Bank October 2004 - June 2008
Citizens Bank February 2004 - October 2004
CambridgePort Bank* April 2003 - January 2004
CambridgePort Bank March 2000 - April 2003
BankBoston June 1995 - February 2000
BayBank August 1994 - June 1995
BayBank May 1993 - June 1995
Skills
Training, Commercial Banking, Leadership, Project Management, Credit, Retail Banking, Human Resources, Sales, Financial Services, Program Management, Management, Team Building, Change Management, Call Centers, Leadership Development, Relationship Management, Strategic Planning, Loans, Onboarding, Mortgage Lending, Finance, Executive Coaching, Coaching, Marketing, Performance Management, Cross Selling, CRM, Employee Relations, Instructional Design, Proprietary...
Education
University of Connecticut 1986 — 1989
BA, College of Liberal Arts & Sciences
Kerri Pigott's Cambridgeport Bank Experience February 2002 - August 2003
Job First Vice President/District Manager Boston North at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company October 2012 - Present
Rockland Trust Company July 2010 - October 2012
Northern Bank & Trust Company January 2005 - October 2009
Slades Ferry Bank August 2003 - January 2005
Cambridgeport Bank February 2002 - August 2003
Cambridgeport Bank January 1998 - February 2002
Cambridgeport Bank January 1996 - January 1998
Skills
Retail Banking, Banking, Loans, Commercial Lending, Management, Marketing Strategy, Business Development, Training, Sales Management, Portfolio Management, Leadership, Team Building, Mortgage Lending, Commercial Banking, Sales, Business Planning
Education
Boston College 1986 — 2000
BA, Political Science/PreLaw
Rockland Trust Company October 2012 - Present
Rockland Trust Company July 2010 - October 2012
Northern Bank & Trust Company January 2005 - October 2009
Slades Ferry Bank August 2003 - January 2005
Cambridgeport Bank February 2002 - August 2003
Cambridgeport Bank January 1998 - February 2002
Cambridgeport Bank January 1996 - January 1998
Skills
Retail Banking, Banking, Loans, Commercial Lending, Management, Marketing Strategy, Business Development, Training, Sales Management, Portfolio Management, Leadership, Team Building, Mortgage Lending, Commercial Banking, Sales, Business Planning
Education
Boston College 1986 — 2000
BA, Political Science/PreLaw
Sandra Clarke Sandra Clarke's Cambridgeport Bank Experience 1987 - 2003
Job Experienced Financial Services Manager
Industry Financial Services
Experience
Massachusetts Division of Banks October 2011 - August 2015
MA Office of Consumer Affairs May 2007 - October 2011
Nuestra Communidad 2005 - 2007
Chart Bank 2003 - 2005
Cambridgeport Bank 1987 - 2003
Skills
Government, Policy, Strategic Planning, Loans, Nonprofits, Program Management, Community Development, Risk Management, Banking, Product Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Certificate, Driving Government Performance
Wellesley College
Bachelor of Arts (B.A.)
Massachusetts Division of Banks October 2011 - August 2015
MA Office of Consumer Affairs May 2007 - October 2011
Nuestra Communidad 2005 - 2007
Chart Bank 2003 - 2005
Cambridgeport Bank 1987 - 2003
Skills
Government, Policy, Strategic Planning, Loans, Nonprofits, Program Management, Community Development, Risk Management, Banking, Product Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Certificate, Driving Government Performance
Wellesley College
Bachelor of Arts (B.A.)
Anthony D'Agostino's Cambridgeport Bank Experience April 1998 - September 2003
Job Application Manager, Digital Strategy and Delivery at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2013 - Present
Citizens Financial Group, Inc. August 2011 - July 2013
Citizens Financial Group, Inc. November 2009 - July 2011
Citizens Financial Group, Inc. July 2003 - October 2009
Cambridgeport Bank April 1998 - September 2003
Skills
Business Analysis, SDLC, Cross-functional Team..., PMP, Project Portfolio..., Program Management, Vendor Management, Management, Portfolio Management, Risk Management, Banking, Integration, MS Project, Business Intelligence, CRM, Agile Methodologies, Leadership, Project Management, Data Center, Business Process, Enterprise Software, Analysis, PMO, Project Planning, Scrum, Testing, Strategy, IT Strategy, Requirements Analysis, Process Improvement, Project Delivery
Education
Bryant University 1989 — 1993
Bachelor of Science (B.S.)
Citizens Financial Group, Inc. August 2013 - Present
Citizens Financial Group, Inc. August 2011 - July 2013
Citizens Financial Group, Inc. November 2009 - July 2011
Citizens Financial Group, Inc. July 2003 - October 2009
Cambridgeport Bank April 1998 - September 2003
Skills
Business Analysis, SDLC, Cross-functional Team..., PMP, Project Portfolio..., Program Management, Vendor Management, Management, Portfolio Management, Risk Management, Banking, Integration, MS Project, Business Intelligence, CRM, Agile Methodologies, Leadership, Project Management, Data Center, Business Process, Enterprise Software, Analysis, PMO, Project Planning, Scrum, Testing, Strategy, IT Strategy, Requirements Analysis, Process Improvement, Project Delivery
Education
Bryant University 1989 — 1993
Bachelor of Science (B.S.)
William H. Heald William H. Heald's Cambridgeport Bank Experience January 1998 - December 2000
Job Vice President Commercial Banking at Rockland Trust
Industry Banking
Experience
Rockland Trust June 2015 - Present
People's United Bank April 2014 - Present
People's United Bank September 2011 - Present
Citizens Bank January 2004 - August 2011
Citizens Bank January 2001 - December 2003
Cambridgeport Bank January 1998 - December 2000
Cambridgeport Bank January 1996 - December 1997
Skills
Commercial Banking, Business Banking, New Client Acquisitions, High Performer, Team Leadership, Commercial Lending, Small Business Lending, Partnerships, Strategic Visionary, Portfolio Management, Business Strategy, Training & Development, Client Relations, Cash Management, Business Networking, Business Innovation, Non-profit Volunteering, Project Management, Influence At All Levels
Education
Lesley University 1991 — 1993
Master of Education (M.Ed.), Elementary Education and Teaching
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Noble and Greenough School 1982 — 1986
Rockland Trust June 2015 - Present
People's United Bank April 2014 - Present
People's United Bank September 2011 - Present
Citizens Bank January 2004 - August 2011
Citizens Bank January 2001 - December 2003
Cambridgeport Bank January 1998 - December 2000
Cambridgeport Bank January 1996 - December 1997
Skills
Commercial Banking, Business Banking, New Client Acquisitions, High Performer, Team Leadership, Commercial Lending, Small Business Lending, Partnerships, Strategic Visionary, Portfolio Management, Business Strategy, Training & Development, Client Relations, Cash Management, Business Networking, Business Innovation, Non-profit Volunteering, Project Management, Influence At All Levels
Education
Lesley University 1991 — 1993
Master of Education (M.Ed.), Elementary Education and Teaching
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Noble and Greenough School 1982 — 1986
Jennifer Trott's Cambridgeport Bank Experience March 1998 - September 2003
Job Office Manager at WithumSmith+Brown
Industry Financial Services
Experience
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
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
Greg Jessup Greg Jessup's Cambridgeport Bank Experience 1999 - 2001
Job Director of Technology
Industry Financial Services
Experience
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Larry Ooi's Cambridgeport Bank Experience 1994 - 2003
Job Audit Director / Senior Vice President at BankNewport
Industry Banking
Experience
BankNewport 2008 - Present
Salem Five Bank 2003 - 2008
Cambridgeport Bank 1994 - 2003
Skills
Auditing, Banking, Financial Risk, Finance, Management, Retail Banking, Financial Analysis
Education
Boston University Questrom School of Business
Master of Business Administration (MBA)
Augustana College, Rock Island IL
Bachelor of Arts (B.A.), Finance and Management
BankNewport 2008 - Present
Salem Five Bank 2003 - 2008
Cambridgeport Bank 1994 - 2003
Skills
Auditing, Banking, Financial Risk, Finance, Management, Retail Banking, Financial Analysis
Education
Boston University Questrom School of Business
Master of Business Administration (MBA)
Augustana College, Rock Island IL
Bachelor of Arts (B.A.), Finance and Management
Dan Toomey's Cambridgeport Bank Experience December 1991 - December 1995
Job Sr Loan Officer/ Manager at Mortgage Master, Inc
Industry Financial Services
Experience
Mortgage Master November 2007 - Present
Summit Mortgage October 1999 - October 2007
Bank of America December 1995 - December 1999
Cambridgeport Bank December 1991 - December 1995
Shawmut Mortgage 1989 - 1991
Skills
FHA, Mortgage, First Time Home Buyers, Mortgage Banking, Refinance, Mortgage Lending, FHA financing, Residential Mortgages, Finance, USDA, Loan Origination, Loans, Government Loans, VA loans, Certified Mortgage..., Reverse Mortgages, Construction Loans, Home Equity Loans, Real Estate Financing, Home Equity Lines of..., Investment Properties, Credit, Real Estate Transactions, Real Estate, Investors, Credit Analysis, Banking, Mortgage Underwriting, Investments
Education
Colby College 1980 — 1984
Bachelor of Arts (BA), Mathematics / finance
Mortgage Master November 2007 - Present
Summit Mortgage October 1999 - October 2007
Bank of America December 1995 - December 1999
Cambridgeport Bank December 1991 - December 1995
Shawmut Mortgage 1989 - 1991
Skills
FHA, Mortgage, First Time Home Buyers, Mortgage Banking, Refinance, Mortgage Lending, FHA financing, Residential Mortgages, Finance, USDA, Loan Origination, Loans, Government Loans, VA loans, Certified Mortgage..., Reverse Mortgages, Construction Loans, Home Equity Loans, Real Estate Financing, Home Equity Lines of..., Investment Properties, Credit, Real Estate Transactions, Real Estate, Investors, Credit Analysis, Banking, Mortgage Underwriting, Investments
Education
Colby College 1980 — 1984
Bachelor of Arts (BA), Mathematics / finance
Constance MacDonald's Cambridgeport Bank Experience 1985 - 1989
Job Insurance Broker
Industry Financial Services
Experience
Insurance Broker August 2011 - Present
MetLife August 2006 - March 2009
ING 2000 - 2005
Aetna 1993 - 2000
The Boston Five 1990 - 1993
CambridgePort Bank 1985 - 1989
Skills
Insurance, Instructional Design, Time Management, Training Delivery, Training, CRM, Leadership Development, Business Analysis, Sales, Coaching, Change Management, Employee Training
Education
Regis College 1981 — 1985
Insurance Broker August 2011 - Present
MetLife August 2006 - March 2009
ING 2000 - 2005
Aetna 1993 - 2000
The Boston Five 1990 - 1993
CambridgePort Bank 1985 - 1989
Skills
Insurance, Instructional Design, Time Management, Training Delivery, Training, CRM, Leadership Development, Business Analysis, Sales, Coaching, Change Management, Employee Training
Education
Regis College 1981 — 1985
Steve Borgerson's Cambridgeport Bank Experience 1994 - 2003
Job Lending Officer for MeetingHouse Bank
Industry Banking
Experience
MeetingHouse Bank October 2011 - Present
Rockland Trust Company September 2003 - October 2011
Cambridgeport Bank 1994 - 2003
Bank of Boston 1987 - 1992
Education
Boston University Questrom School of Business 1981 — 1985
BSBA, Business
MeetingHouse Bank October 2011 - Present
Rockland Trust Company September 2003 - October 2011
Cambridgeport Bank 1994 - 2003
Bank of Boston 1987 - 1992
Education
Boston University Questrom School of Business 1981 — 1985
BSBA, Business
Garth E. Brown's Cambridgeport Bank Experience 1999 - 2004
Job Voluntary Employee BenefitsColonial Life
Industry Insurance
Experience
Colonial Life 2004 - Present
CambridgePort Bank 1999 - 2004
East Boston Savings Bank 1989 - 1999
First Service Bank 1987 - 1989
Brookline Savings Bank 1985 - 1987
Boston Company 1981 - 1985
Skills
Employee Benefits, Benefits, Health, Benefits Communication, Worksite, Supplemental Insurance, Critical Illness, Disability Insurance, Health Savings Accounts, Health Insurance, Insurance, Sales, Small Business
Education
Salem State College
BS, Finance Major/Economics Minor
University of Massachusetts, Amherst
Animal Science Major
Colonial Life 2004 - Present
CambridgePort Bank 1999 - 2004
East Boston Savings Bank 1989 - 1999
First Service Bank 1987 - 1989
Brookline Savings Bank 1985 - 1987
Boston Company 1981 - 1985
Skills
Employee Benefits, Benefits, Health, Benefits Communication, Worksite, Supplemental Insurance, Critical Illness, Disability Insurance, Health Savings Accounts, Health Insurance, Insurance, Sales, Small Business
Education
Salem State College
BS, Finance Major/Economics Minor
University of Massachusetts, Amherst
Animal Science Major
Marc Romvos's Cambridgeport Bank Experience 2003 - 2006
Job Director of Business Banking at Leader Bank
Industry Banking
Experience
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
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
Ike Okoli's Cambridgeport Bank Experience September 2000 - October 2003
Job Senior Accounting Manager at Federal Home Loan Bank of Boston
Industry Capital Markets
Experience
Federal Home Loan Bank of Boston 2005 - Present
Citizens Bank October 2003 - March 2005
Cambridgeport Bank September 2000 - October 2003
Gradient Corporation March 2003 - September 2003
USTrust Bank 1996 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Business
Kings College, Lagos
Northeastern University
BS in Business Administration, Management Information Systems & Accounting
Federal Home Loan Bank of Boston 2005 - Present
Citizens Bank October 2003 - March 2005
Cambridgeport Bank September 2000 - October 2003
Gradient Corporation March 2003 - September 2003
USTrust Bank 1996 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Business
Kings College, Lagos
Northeastern University
BS in Business Administration, Management Information Systems & Accounting
Elise Ludgin's Cambridgeport Bank Experience December 1999 - June 2000
Job Director, Human Resources AIG at Thermo Fisher Scientific
Industry Human Resources
Experience
Thermo Fisher Scientific April 2014 - Present
Thermo Fisher Scientific July 2011 - April 2014
Thermo Fisher Scientific January 2010 - July 2011
Thermo Fisher Scientific March 2007 - December 2009
Thermo Fisher Scientific March 2005 - March 2007
Thermo Fisher Scientific March 2003 - March 2005
Thermo Fisher Scientific January 2001 - January 2002
Cambridgeport Bank December 1999 - June 2000
Skills
Employee Relations, Talent Management, Talent Acquisition, Employee Benefits, Performance Management, Onboarding, Employment Law, HRIS, Organizational..., Succession Planning, Recruiting
Education
Human Resources Certification Institute (HRCI) 2006 — 2006
PHR
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Business Administration - Concentration in Human Resources & Marketing
Thermo Fisher Scientific April 2014 - Present
Thermo Fisher Scientific July 2011 - April 2014
Thermo Fisher Scientific January 2010 - July 2011
Thermo Fisher Scientific March 2007 - December 2009
Thermo Fisher Scientific March 2005 - March 2007
Thermo Fisher Scientific March 2003 - March 2005
Thermo Fisher Scientific January 2001 - January 2002
Cambridgeport Bank December 1999 - June 2000
Skills
Employee Relations, Talent Management, Talent Acquisition, Employee Benefits, Performance Management, Onboarding, Employment Law, HRIS, Organizational..., Succession Planning, Recruiting
Education
Human Resources Certification Institute (HRCI) 2006 — 2006
PHR
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Business Administration - Concentration in Human Resources & Marketing
Maria Urdi's Cambridgeport Bank Experience 2001 - 2003
Job VP Audit and Compliance at Randolph Savings Bank
Industry Banking
Experience
Randolph Savings Bank May 2008 - Present
Eastern MA Compliance Network 1998 - 2012
Slade's Ferry Bank April 2005 - April 2007
Cambridgeport Bank 2001 - 2003
Healy & Healy July 1996 - September 2001
Bank of Boston May 1994 - July 1996
FDIC 1992 - 1994
Skills
Internal Audit, Financial Risk, Auditing, Risk Management, AML, CRCM, Bank Secrecy Act, Banking, Fraud, Compliance, Operational Risk, Financial Services, Anti Money Laundering, Mortgage Lending, Retail Banking, Enterprise Risk..., Consumer Lending
Education
Stonehill College 1987 — 1991
Bachelors, Criminal Justice
Oliver Ames High School
Oliver Ames High School
Randolph Savings Bank May 2008 - Present
Eastern MA Compliance Network 1998 - 2012
Slade's Ferry Bank April 2005 - April 2007
Cambridgeport Bank 2001 - 2003
Healy & Healy July 1996 - September 2001
Bank of Boston May 1994 - July 1996
FDIC 1992 - 1994
Skills
Internal Audit, Financial Risk, Auditing, Risk Management, AML, CRCM, Bank Secrecy Act, Banking, Fraud, Compliance, Operational Risk, Financial Services, Anti Money Laundering, Mortgage Lending, Retail Banking, Enterprise Risk..., Consumer Lending
Education
Stonehill College 1987 — 1991
Bachelors, Criminal Justice
Oliver Ames High School
Oliver Ames High School
Deborah Marcella's Cambridgeport Bank Experience 1996 - 2003
Job First Vice President at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank October 2003 - Present
Cambridgeport Bank 1996 - 2003
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Financial Services, Commercial Lending, Loan Origination, Credit Risk, Consumer Lending, Residential Mortgages, Credit Analysis, Small Business Lending, Credit, Commercial Banking, Portfolio Management, Underwriting, Mortgage Underwriting, Loan Servicing, Commercial Mortgages
Education
Merrimack College 1999 — 2003
Bachelors, Business Administration/Finance
Cambridge Savings Bank October 2003 - Present
Cambridgeport Bank 1996 - 2003
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Financial Services, Commercial Lending, Loan Origination, Credit Risk, Consumer Lending, Residential Mortgages, Credit Analysis, Small Business Lending, Credit, Commercial Banking, Portfolio Management, Underwriting, Mortgage Underwriting, Loan Servicing, Commercial Mortgages
Education
Merrimack College 1999 — 2003
Bachelors, Business Administration/Finance
Eric Wildman's Cambridgeport Bank Experience June 2000 - July 2003
Job Human Resources Manager at WCRIBMA
Industry Insurance
Experience
Workers' Compensation Bureau October 2008 - Present
Leader Bank February 2006 - September 2008
Citizens Bank August 2003 - February 2006
Cambridgeport Bank June 2000 - July 2003
Skills
Employee Benefits, Banking, Employee Relations, Management, Human Resources, HRIS, Underwriting, Personnel Management, Recruiting, Onboarding, Relationship Management, Talent Acquisition
Education
Northeastern University 1993 — 1998
Business, HR and Marketing
Workers' Compensation Bureau October 2008 - Present
Leader Bank February 2006 - September 2008
Citizens Bank August 2003 - February 2006
Cambridgeport Bank June 2000 - July 2003
Skills
Employee Benefits, Banking, Employee Relations, Management, Human Resources, HRIS, Underwriting, Personnel Management, Recruiting, Onboarding, Relationship Management, Talent Acquisition
Education
Northeastern University 1993 — 1998
Business, HR and Marketing
Richard Archambault's Cambridgeport Bank Experience 1997 - 2000
Job Senior Vice President at Patriot Community Bank
Industry Banking
Experience
Patriot Community Bank December 2010 - Present
River Bank May 2004 - December 2010
First Trade Union Bank 2000 - 2004
Cambridgeport Bank 1997 - 2000
Greater Boston Bank 1994 - 1997
Century Bank 1985 - 1994
Skills
Commercial Mortgages, Banking, Finance, Commercial Banking, Investment Properties, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Commercial Real Estate, Real Estate Economics, Sales, Credit Analysis, Financial Services, Retail Banking, Construction Loans, Refinance, Asset Based Lending, Credit, Portfolio Management, Mortgage Banking, Loan Origination, Residential Mortgages, Consumer Lending, FHA, Lines Of Credit, Investments, Underwriting
Education
University of Pennsylvania 2006 — 2008
Stonier Graduate School of Banking
Plymouth State University 1978 — 1981
BS, Geography, Urban Planning, Business & Political Science
Patriot Community Bank December 2010 - Present
River Bank May 2004 - December 2010
First Trade Union Bank 2000 - 2004
Cambridgeport Bank 1997 - 2000
Greater Boston Bank 1994 - 1997
Century Bank 1985 - 1994
Skills
Commercial Mortgages, Banking, Finance, Commercial Banking, Investment Properties, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Commercial Real Estate, Real Estate Economics, Sales, Credit Analysis, Financial Services, Retail Banking, Construction Loans, Refinance, Asset Based Lending, Credit, Portfolio Management, Mortgage Banking, Loan Origination, Residential Mortgages, Consumer Lending, FHA, Lines Of Credit, Investments, Underwriting
Education
University of Pennsylvania 2006 — 2008
Stonier Graduate School of Banking
Plymouth State University 1978 — 1981
BS, Geography, Urban Planning, Business & Political Science
Julie Colarusso's Cambridgeport Bank Experience 1990 - 2003
Job Senior Vice President, Digital Channel Solutions Director
Industry Banking
Experience
Eastern Bank June 2013 - Present
Eastern Bank June 2009 - May 2013
Jeanne D'Arc Credit Union June 2004 - June 2008
Cambridgeport Bank 1990 - 2003
Skills
Training, Banking, Internet Banking, Risk Management, Vendor Management, Process Improvement, Business Analysis, Management, Relationship Management, Project Management, Team Building, SDLC, Software Project..., Business Development, Retail Banking, Mortgage Lending, Loans
Education
The Ohio State University 1986 — 1990
Eastern Bank June 2013 - Present
Eastern Bank June 2009 - May 2013
Jeanne D'Arc Credit Union June 2004 - June 2008
Cambridgeport Bank 1990 - 2003
Skills
Training, Banking, Internet Banking, Risk Management, Vendor Management, Process Improvement, Business Analysis, Management, Relationship Management, Project Management, Team Building, SDLC, Software Project..., Business Development, Retail Banking, Mortgage Lending, Loans
Education
The Ohio State University 1986 — 1990
Gena Hatch's Cambridgeport Bank Experience 1992 - 1994
Job Realtor at Keller Williams Realty
Industry Marketing and Advertising
Experience
Keller Williams Realty 2013 - Present
Coldwell Banker Residential Brokerage August 2012 - August 2013
Keller Williams September 2009 - August 2012
Coldwell Banker Residential Brokerage May 2006 - August 2009
Self-employed 2001 - 2006
Student.com and TVGrid.com 2000 - 2001
The Boston Gas Company 1999 - 2000
USTrust 1994 - 1999
Cambridgeport Bank 1992 - 1994
Skills
Real Estate, Marketing Strategy, Sellers, Buyer Representation, Product Marketing, First Time Home Buyers, New Home Sales, Real Estate Transactions, Investment Properties, Condos, Selling, Residential Homes, Commercial Real Estate, Marketing, Listings
Education
Boston University Graduate School of Management
Tufts University
Keller Williams Realty 2013 - Present
Coldwell Banker Residential Brokerage August 2012 - August 2013
Keller Williams September 2009 - August 2012
Coldwell Banker Residential Brokerage May 2006 - August 2009
Self-employed 2001 - 2006
Student.com and TVGrid.com 2000 - 2001
The Boston Gas Company 1999 - 2000
USTrust 1994 - 1999
Cambridgeport Bank 1992 - 1994
Skills
Real Estate, Marketing Strategy, Sellers, Buyer Representation, Product Marketing, First Time Home Buyers, New Home Sales, Real Estate Transactions, Investment Properties, Condos, Selling, Residential Homes, Commercial Real Estate, Marketing, Listings
Education
Boston University Graduate School of Management
Tufts University
Jaclyn Sorese's Cambridgeport Bank Experience January 2000 - January 2001
Job Business Analyst Finance, Strategic Planning and Marketing
Industry Investment Management
Experience
Vab Media Web Design and SEO Marketing Firm September 2011 - Present
Rank Corporation 2011 - 2011
American Express 2010 - 2010
GE Asset Management April 2006 - 2008
GE Asset Management September 2005 - March 2006
GE Asset Management July 2003 - August 2005
GE Capital Services March 2001 - July 2003
Cambridgeport Bank January 2000 - January 2001
John Hancock Funds November 1999 - January 2000
United States House September 1998 - December 1998
Skills
Cross-functional Team..., Private Equity, Financial Modeling, Equities, Asset Managment, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Financial Reporting, Hedge Funds, Investments, Investment Banking, Finance, Business Planning, Bloomberg, Capital Markets, Auditing, Asset Management, Analysis
Education
Duke University 1995 — 1999
BA, Political Science
Greenwich High School 1991 — 1995
Vab Media Web Design and SEO Marketing Firm September 2011 - Present
Rank Corporation 2011 - 2011
American Express 2010 - 2010
GE Asset Management April 2006 - 2008
GE Asset Management September 2005 - March 2006
GE Asset Management July 2003 - August 2005
GE Capital Services March 2001 - July 2003
Cambridgeport Bank January 2000 - January 2001
John Hancock Funds November 1999 - January 2000
United States House September 1998 - December 1998
Skills
Cross-functional Team..., Private Equity, Financial Modeling, Equities, Asset Managment, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Financial Reporting, Hedge Funds, Investments, Investment Banking, Finance, Business Planning, Bloomberg, Capital Markets, Auditing, Asset Management, Analysis
Education
Duke University 1995 — 1999
BA, Political Science
Greenwich High School 1991 — 1995
Alicia Mack's Cambridgeport Bank Experience August 1995 - August 1997
Job Scheduling Manager/ Recruiter
Industry Hospitality
Experience
Supplemental Health Care February 2014 - November 2014
Genesis HealthCare June 2012 - February 2014
Strategic Staffing Solutions August 2011 - March 2012
Amedisys August 2007 - November 2010
Citizens Bank November 2002 - July 2005
Citifinancial Consumer Finance India Ltd January 2000 - February 2001
BankBoston August 1997 - January 2000
Cambridgeport bank August 1995 - August 1997
Skills
MS Word, MS Excel, MS..., Management, Human Resources, Customer Service, Training, Payroll, Finance, New Hire Orientations, Data Entry, Temporary Placement, Banking, Recruiting, Strategy
Education
Quincy College 2001 — 2002
Honor Graduate, computer science
New England College of Finance 1997 — 1998
Finance
Supplemental Health Care February 2014 - November 2014
Genesis HealthCare June 2012 - February 2014
Strategic Staffing Solutions August 2011 - March 2012
Amedisys August 2007 - November 2010
Citizens Bank November 2002 - July 2005
Citifinancial Consumer Finance India Ltd January 2000 - February 2001
BankBoston August 1997 - January 2000
Cambridgeport bank August 1995 - August 1997
Skills
MS Word, MS Excel, MS..., Management, Human Resources, Customer Service, Training, Payroll, Finance, New Hire Orientations, Data Entry, Temporary Placement, Banking, Recruiting, Strategy
Education
Quincy College 2001 — 2002
Honor Graduate, computer science
New England College of Finance 1997 — 1998
Finance
Mary Shuman's Cambridgeport Bank Experience August 1991 - August 1997
Job Residential Loan Processor at S Bank
Industry Banking
Experience
S Bank February 2002 - Present
Bridgewater Credit Union September 1997 - January 2001
Cambridgeport Bank August 1991 - August 1997
Education
Boston College
BA, Germanic Studies
Boston Latin Academy
S Bank February 2002 - Present
Bridgewater Credit Union September 1997 - January 2001
Cambridgeport Bank August 1991 - August 1997
Education
Boston College
BA, Germanic Studies
Boston Latin Academy
Genet Mariam's Cambridgeport Bank Experience February 2000 - September 2003
Job Sr. Mortgage Closer and Funder at MetLife Home Loans
Industry Financial Services
Experience
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
Salem Five Bank January 2009 - March 2010
Salem Five Bank January 2009 - March 2010
First Trade Union Bank January 2003 - October 2008
Cambridgeport Bank February 2000 - September 2003
Metropolitan Credit Union January 1996 - January 2000
GATC January 1995 - January 1996
Skills
Compliance, Mortgage, Loans, Mortgage Lending, FHA, Refinance, Outlook, Excel, Insurance, Word, Post Closing, Funding, Documentation, Microsoft Office, VA, Conventional, Accounting, Equities, Auditing, Residential, Accounts Receivable, Commercial Lending
Education
Kenya Commerce Business School -Nairobi
Business
Newbury College
Associates Degree, Applied Science
Newbury CollegeBoston, MA
Associates Degree, Applied Science
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
Salem Five Bank January 2009 - March 2010
Salem Five Bank January 2009 - March 2010
First Trade Union Bank January 2003 - October 2008
Cambridgeport Bank February 2000 - September 2003
Metropolitan Credit Union January 1996 - January 2000
GATC January 1995 - January 1996
Skills
Compliance, Mortgage, Loans, Mortgage Lending, FHA, Refinance, Outlook, Excel, Insurance, Word, Post Closing, Funding, Documentation, Microsoft Office, VA, Conventional, Accounting, Equities, Auditing, Residential, Accounts Receivable, Commercial Lending
Education
Kenya Commerce Business School -Nairobi
Business
Newbury College
Associates Degree, Applied Science
Newbury CollegeBoston, MA
Associates Degree, Applied Science
Simeon Nwosu's Cambridgeport Bank Experience July 1990 - September 1994
Job Managing Director at NWOSU LAW FIRM
Industry Law Practice
Experience
NWOSU LAW FIRM June 1998 - Present
CambridgePort Bank July 1990 - September 1994
Education
Suffolk University Law School, St. Edwards University 1994 — 1997
Juris Doctor
St. Edward's University 1982 — 1987
B.A. & M.A.H.S., Criminal Justice & Human Services
NWOSU LAW FIRM June 1998 - Present
CambridgePort Bank July 1990 - September 1994
Education
Suffolk University Law School, St. Edwards University 1994 — 1997
Juris Doctor
St. Edward's University 1982 — 1987
B.A. & M.A.H.S., Criminal Justice & Human Services