Derby Savings Bank
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Derby Savings Bank Employees
Republic Services Inc May 2009 - Present
Undisclosed Location January 2004 - 2008
Hasler Inc 1998 - 2003
Southern New England Telephone August 1997 - September 1998
Derby Savings Bank 1987 - 1997
Education
University of New Haven 1988 — 1992
MBA
Miami University 1975 — 1979
BS
Talawanda High School 1971 — 1975
Newburyport Five Cents Savings Bank March 2013 - Present
DJ Jaz Music and Entertainment June 1986 - Present
Bank of America Business Banking Group November 2006 - February 2013
Harte-Hanks January 2006 - December 2006
TD January 1994 - January 2005
East New York Savings Bank January 1990 - January 1994
Derby Savings Bank January 1988 - January 1989
People's Bank March 1984 - January 1988
Skills
Customer Relations, Strategic Planning, Credit, Problem Solving, Sales Management, Team Building, Marketing Strategy, Public Speaking, Coaching, Public Relations, Budgeting, New Business Development, Risk Management, Performance Management, Team Leadership, Banking, Product Development, Financial Analysis, Small Business, Entertainment, Direct Marketing, Account Management, Business Planning, Retail, Forecasting, Contract Negotiations, Proposal Writing, Customer Service, Consultative Selling, Business Strategy, Promotions, Marketing Communications, Online Marketing, Strategy Development, Customer Satisfaction, Market Research, Market Planning, B2B, Team Management, Competitive Analysis, Product Management, Management Consulting, Change Management, Lead Generation, Teamwork, Process Improvement, Marketing Management, Strategy, Budgets, Business Development
Education
American Institute of Banking 1987 — 1989
Management Theory; Public Speaker on Sales Management, Marketing and Finance
Sacred Heart University 1979 — 1983
Bachlor of Business Administration, Banking and Finance
Sacred Heart University 1979 — 1983
Bachelor of Science, Finance & Banking
Trumbull High School 1976 — 1979
Regular/General High School/Secondary Diploma Program
United Bank July 2012 - Present
NewAlliance Bank January 2005 - May 2011
NewAlliance Bank September 2000 - January 2005
NewAlliance Bank January 1998 - September 2000
Subway Franchise World Headquarters March 1997 - December 1997
Derby Savings Bank August 1988 - February 1997
Skills
Banking Operations, SOX, Internal Audit, Compliance, Risk Management, Administrative Support, Investigations, Banking, Internal Controls, Outlook, Excel, Risk, Access, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Sarbanes-Oxley Act, Administrative..., QuickBooks, Financial Risk, Operational Risk, Management, Financial Analysis, Core Banking, Cash Management, Credit, Software Documentation, Commercial Lending, Consumer Lending, Retail Banking, Enterprise Risk...
Education
Sacred Heart University 1992 — 2002
Bachelor of Science, Business
Aon September 2014 - Present
Marsh & McLennan Companies, Inc. December 2010 - September 2014
Ernst & Young January 2007 - April 2010
John Hancock April 2002 - December 2006
John Hancock May 2000 - March 2002
John Hancock February 1997 - May 2000
Derby Savings Bank July 1992 - August 1996
Skills
Human Resources (HR), Global HR, HR Operations, HR Transformation, Global Governance, Risk Management, Project Management, Vendor Management, Expatriate Management, Employee Communications, Employee Benefits, International Benefits, Retiremet Plans, Defined Benefit (DB)..., Defined Contribution..., Health & Welfare Plans, Global Wellness, US Healthcare Reform, Multinational Pooling, Mergers & Acquisitions..., M&A Due Diligence, M&A Post-Close..., Financial Services, Insurance, Banking, Sales & Marketing, Client Management, New Business Development, Personnel Management, Mergers, Benefits Administration, Mergers & Acquisitions, Training, Human Resources, Program Management, Management, CRM, Due Diligence
Education
Boston University - School of Management 1998 — 2001
MBA
The University of Connecticut 1992 — 1996
BS
Cheshire High School
Anthem, Inc. December 2014 - Present
TEKsystems on contract to WellPoint August 2014 - December 2014
Millennium Consulting on contract to BCBSRI April 2013 - April 2014
Accenture thru TEK Systems on contract to Pfizer May 2012 - April 2013
Blue Cross Blue Shield of Rhode Island April 2011 - May 2012
TEKsystems on contract to Pfizer November 2009 - December 2010
Health Net October 1998 - May 2009
SNET /SBC January 1997 - February 1998
Citizens Utilities 1998 - 1998
Derby Savings Bank 1993 - 1997
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Requirements Management, Functional Requirements, Liaison, Test Planning, Test Management, Business Analysis, Quality Assurance, Analysis, Quality Center, SDLC, Software Documentation, HIPAA, Testing, Project Management, Project Portfolio..., Program Management, Visio, ITIL, SharePoint, Systems Analysis, User Acceptance Testing, Business Process..., Business Process, Integration, Process Improvement, Vendor Management, MS Project, PMO
Education
Bryant University 2011 — 2012
Executive Development Center
Sacred Heart University 1976 — 1978
AA, Accounting
Derby High School 1972 — 1976
People's United Bank January 1994 - Present
People's United Bank October 1987 - January 1994
Derby Savings Bank August 1985 - October 1987
Education
University of New Haven 1986 — 1990
MBA, Finance, Business
University of Connecticut 1981 — 1985
BS, Finance, Business
Miri Systems, LLC 2014 - Present
Accenture March 2013 - January 2014
Virtual Phootprints 2009 - 2013
Thomaston Savings Bank 1997 - 2008
Derby Savings Bank 1986 - 1997
Skills
Banking, Mortgage Lending, Operations Management, Business Development, Contract Negotiation, Strategic Planning, Process Improvement, Project Management, Accounting, Mortgage Servicing, Loan Servicing, IT Operations, Microsoft Office, Marketing Strategy, Six Sigma, Disaster Recovery, General Ledger, Innovation, Writing, Leadership, Microsoft Excel, PowerPoint, Problem Solving, Market Research, Vendor Management, Team Building, Strategy
Education
Sacred Heart University
BS, Business Finance Management
Central Piedmont Community College
Six Sigma Green Belt
University of New Haven
Master of Business Administration (M.B.A.)
Infinex Financial Group March 1996 - Present
Farmington Bank 1996 - 2009
Farmington Bank 1996 - 2009
Derby Savings Bank 1993 - 1996
Buurritt InterFinancial Bancorp 1990 - 1993
Skills
Investments, Asset Management, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Long-term Care, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Managment, Banking, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Series 24, Financial Modeling, Investment Management, Retirement, Fixed Annuities, Bonds, Series 65, Uniform Combined State..., 401k, Securities, FINRA, Wealth Management..., Series 6, ETFs, IRAs, Wealth, Variable Annuities
Education
Allegheny College 1984 — 1988
BS, Economics
Avon Old Farms
Federal Home Loan Bank of Boston March 2003 - Present
Peoples Bank 2000 - 2003
New Haven Savings Bank 1997 - 2000
Derby Savings Bank 1987 - 1994
Skills
Banking, Financial Analysis, Risk Management, Financial Risk, Strategic Financial..., ALM, Strategy, Portfolio Management, Credit, Fixed Income, Loans, Credit Risk, Capital Markets, Financial Services, Credit Analysis, Derivatives, Financial Modeling, Enterprise Risk..., Cash Management
Education
Charter Oak State College
Bachelor's degree, Business Administration and Management, General
Bankwell Financial Group, Inc. March 2014 - Present
AlliedBarton Security Services January 2013 - Present
The Bank of New Canaan June 2013 - March 2014
The Bank of New Canaan March 2013 - June 2013
First Niagara Bank April 2011 - October 2012
NewAlliance Bank May 1998 - April 2011
AlliedBarton Security Services 1998 - 2006
Derby Savings Bank 1990 - 1995
Skills
Financial Analysis, Strategic Planning, Accounting, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Budgets, Leadership, Microsoft Excel, Financial Modeling, Management, Capital Budgeting, Financial Accounting, Cash Management, Department Budgeting, Microsoft Word, PowerPoint, MS Project, Accounts Payable, ALCO, Fixed Assets, Sarbanes-Oxley Act, Project Planning, Monarch Pro, Presentations, General Ledger, Press Releases, Fiserv, Policy Writing, Consolidated Reporting, Financial Planning, Banking, Analysis, Finance, Business Planning
Education
Liberty University 2013 — 2016
Master of Business Administration - Accounting (M.B.A. with an Accounting cognate), Accounting, G.P.A. 3.95
Liberty University 2011 — 2013
Bachelor's degree, Accounting
Johnson and Wales University 1990 — 1992
Associate of Science (A.S.), Accounting, 3.03