Enterprise Bank (Enterprise Bancorp)
Headquarters: Lowell, MA CEO: John P Clancy Jr (Jan 1, 2007–) Founded: 1989 Subsidiaries: Enterprise Bank and Trust Company,
Enterprise Bank (Enterprise Bancorp) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Enterprise Bank (Enterprise Bancorp). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Enterprise Bank (Enterprise Bancorp) Employees
First Tennessee Bank May 2009 - Present
First Tennessee Bank September 2007 - May 2009
First Tennessee Bank March 2005 - September 2007
Enterprise Bank (Enterprise Bancorp) June 2002 - March 2005
Morgan Stanley December 2001 - May 2002
Skills
Small Business Lending, Credit, Commercial Lending, Commercial Banking, Portfolio Management, Credit Risk, Financial Analysis, Banking, Loans, Credit Analysis, Finance, Underwriting
Education
Bentley University 1999 — 2002
Bachelor's degree, Finance, General
National Grid April 2015 - Present
National Grid October 2013 - March 2015
Towers Watson July 2011 - September 2013
Enterprise Bank (Enterprise Bancorp) May 2010 - August 2010
Education
University of Massachusetts Lowell
Master's degree
Boston College 2007 — 2011
Bachelor of Arts
Universidad Carlos III de Madrid 2009 — 2009
Platinum Equity June 2012 - Present
Saddle Ranch Chop House December 2010 - June 2012
Saddle Ranch Chop House October 2010 - December 2010
Hanscom Federal Credit Union January 2009 - August 2010
Enterprise Bank (Enterprise Bancorp) May 2005 - January 2009
Skills
Attention To Detail, Fast Learner, Time Management, Quickbooks, Excel, Microsoft Office, Outlook, Microsoft Excel
Education
Fitchburg State College 2004 — 2008
B.S, Sociology, Mathematics
Chelmsford High
Reading Cooperative Bank May 2014 - Present
Enterprise Bank (Enterprise Bancorp) 2008 - May 2014
Chaston Associates, Inc. 2007 - 2008
TD Bank 2004 - 2007
Citizens Bank 1999 - 2004
State Street Global Advisors 1998 - 1999
The Bank of New York 1994 - 1999
BancBoston Financial Company 1989 - 1994
Bank of Boston 1986 - 1989
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Banking, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Underwriting, Loan Origination, Investments, Mortgage Lending, Branch Management, Cash Management, Finance, SBA, Financial Analysis, Wealth Management, Residential Mortgages, Deposits, Financial Structuring, Mutual Funds, Cross Selling, Treasury Management, Home Equity Loans, Middle Market, Cash Flow Lending, Strategic Financial..., Private Banking, Funding, Mortgage Banking, Refinance, Relationship Management, Construction Loans, Financial Services, Risk Management, SBA 504, Commercial Real Estate, Real Estate
Education
Alfred University 1981 — 1985
B.S Finance/B.S Economics, Finance
Enterprise Bank (Enterprise Bancorp) September 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - September 2013
TD February 2011 - May 2013
TD December 2007 - February 2011
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Portfolio Management, Loan Documentation, Loan Origination, Customer Service, Financial Analysis, SBA Loans, Collateral Management, Risk Assessment, Due Diligence, Workout, Microsoft Office
Education
Johnson and Wales University 2000 — 2004
Bachelor of Science (B.S.), Hospitality Management
Boston Private June 2015 - Present
Boston Private November 2014 - May 2015
Enterprise Bank (Enterprise Bancorp) June 2014 - November 2014
Enterprise Bank (Enterprise Bancorp) December 2013 - June 2014
Enterprise Bank (Enterprise Bancorp) September 2013 - December 2013
Enterprise Bank (Enterprise Bancorp) November 2008 - September 2013
Enterprise Bank (Enterprise Bancorp) August 2008 - October 2008
Enterprise Bank (Enterprise Bancorp) August 2007 - August 2008
Elizabeth Gillett May 2006 - August 2006
Office of Senator Joseph Lieberman January 2006 - May 2006
Skills
Branch Management, Leadership Development, Business Analysis, Microsoft Excel, Leadership, Financial Analysis, Strategic Planning, PowerPoint, Banking, Public Speaking, Fundraising, Microsoft Office, Portfolio Management, Customer Service, Time Management, Insurance, Management, Training, Marketing, Commercial Banking, Sales, Business Development, Coaching, Loans, Small Business, CRM, Commercial Lending, Mortgage Lending, Small Business Lending, Retail Banking, Finance, Credit Analysis, Cash Management, Consumer Lending, Lines Of Credit
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Dual Concentration: Entrepreneurship & Strategy and Business Analysis
College of the Holy Cross 2003 — 2007
BA, Economics Major, Visual Arts Minor
Mercy High School 2000 — 2003
High School Diploma
Enterprise Bank (Enterprise Bancorp) March 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2012 - March 2015
Enterprise Bank (Enterprise Bancorp) March 2010 - April 2012
Enterprise Bank (Enterprise Bancorp) March 2009 - March 2010
Skills
Banking, Customer Service, Retail Banking, Outlook, Cross Selling, Commercial Banking, Microsoft Excel, Corporate Events, Administrative..., Cash Handling Experience, Leadership, Commercial Mortgages, Loans, Lines Of Credit, Consumer Lending, Deposits, Sales, Cash Management, Mortgage Lending, Branch Management
Education
Greater Lowell Technical School 2004 — 2008
Certified Medical Assistant
Lincoln College of New England-Southington
Associate's degree, Business Administration and Management, General
Middle School
Enterprise Bank (Enterprise Bancorp) November 2014 - Present
Enterprise Bank (Enterprise Bancorp) December 2011 - Present
Enterprise Bank (Enterprise Bancorp) December 2006 - December 2011
Enterprise Bank (Enterprise Bancorp) December 2005 - December 2006
Education
Assumption College
Bachelor of Arts (BA), Marketing and Music
Raytheon Intelligence, Information & Services August 2012 - Present
Raytheon Integrated Defense Systems July 2011 - August 2012
Raytheon June 2009 - July 2011
Raytheon Technical Services Company May 2008 - June 2009
Babson College November 2006 - January 2008
Enterprise Bank (Enterprise Bancorp) May 2007 - September 2007
Skills
Microsoft Office, SAP, Earned Value Management, Six Sigma, Process Modeling, Financial Analysis, Proposal Writing, Forecasting, Leadership, Program Management, Budgets, Analysis, Finance, Financial Modeling, DoD, Process Improvement, Management
Education
Bentley University 2012 — 2014
Master of Business Administration (M.B.A.), Management & Marketing
Babson College 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance and Marketing
Universidad de Granada
Liberal Arts and Economics
Enterprise Bank (Enterprise Bancorp) May 2001 - Present
Skills
Customer Service, Banking, Auditing, Training, Microsoft Office, Microsoft Word, Deposits, Retail Banking, Microsoft Excel, Retail Sales Experience, Referrals, Supervisory Skills, Coaching, Branch Management, Cash Recycler, Teamwork, Outlook, Time Management, Community Service, Director, Ultipro, Performance Pro, AML Manager
Education
Middlesex Community College 1998 — 2000
Greater Lowell Technical School 1991 — 1995
Marketing
Enterprise Bank (Enterprise Bancorp) July 2012 - Present
Root Capital February 2009 - Present
Alliance of Chief Executives October 2011 - July 2012
New Resource Bank July 2010 - July 2012
Ansin Consulting Group February 2010 - July 2012
Enterprise Bank (Enterprise Bancorp) February 1994 - July 2012
Norwood Custom Cabinetry Co January 2002 - June 2007
United Site Services January 2000 - October 2004
Two Ten Footwear Foundation 1997 - 2003
Ansewn Shoe Company January 1997 - January 2000
Skills
Strategic Planning, Finance, Investments, Strategy, Nonprofits, Fundraising, Financial Analysis, Leadership, Banking, Public Speaking, Entrepreneurship, Event Planning, Customer Service, Leadership Development, Marketing Strategy, Team Building, Budgets, Public Relations
Education
Harvard University 2005 — 2006
MPA, Public Administration
Harvard University Kennedy School of Government 2005 — 2006
Masters of Public Administration
University of Massachusetts, Amherst 1983 — 1987
BS, Political Science
Converse September 2015 - Present
Penguin Random House July 2014 - Present
Penguin Group USA October 2012 - July 2014
Humble January 2012 - May 2012
CitySquash September 2009 - May 2012
Enterprise Bank (Enterprise Bancorp) May 2011 - August 2011
Enterprise Bank (Enterprise Bancorp) May 2009 - August 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Research, Customer Service, Microsoft Word, Advertising, Marketing, Sales, Public Relations
Education
Fordham University 2008 — 2012
Bachelor of Arts, Communications & Media Studies, Anthropology
Syracuse University in Florence, Italy 2011 — 2011
Enterprise Bank (Enterprise Bancorp) June 2014 - Present
Skills
Credit, Networking, Fundraising, Training, Program Management, Staff Development, Customer Service, Insurance, Banking, Cash Management, Loans, Microsoft Excel, Budget, Commercial Banking, Microsoft Office, New Business Development, Small Business, Microsoft Word, PowerPoint, Outlook, Marketing, Recruiting, Budgets, Leadership Development, Public Speaking, Time Management, Commercial Lending, Branch Management, Leadership, Small Business Lending
Education
Boston University - School of Management 2014 — 2015
Certificate in Nonprofit Management and Leadership Program
Merrimack Valley Center for Innovation & Entrepreneurship at UMass Lowell 2011 — 2012
Certificate
Lesley University 2003 — 2004
MBA, Business Management
Lesley University 1999 — 2003
Bachelor's degree, Business Management
Enterprise Bank (Enterprise Bancorp) September 2000 - Present
Skills
Cash Management, Financial Data, Financial Analysis, Financial Reporting, Accounting, Analysis, Banking, General Ledger, Finance, Outlook, Microsoft Office
Education
Franklin Pierce University 1999 — 2002
Bachelor's Degree, Accounting/Finance
Middlesex Community College 1991 — 1994
Associates, Business Administration, Management and Operations
Enterprise Bank (Enterprise Bancorp) May 2005 - Present
Citizens Bank 1999 - 2005
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Commercial Mortgages, Small Business Lending, Real Estate, Small Business, Finance, Customer Service, SBA, Consumer Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Insurance, Leadership, Retail Banking, Due Diligence, New Business Development, Lines Of Credit, Portfolio Management
Education
Suffolk University 1989 — 1994
Master in Business Administration
Bryant University 1980 — 1984
Bachelor of Science, Criminal Justice
Enterprise Bank (Enterprise Bancorp) March 2014 - Present
Enterprise Bank (Enterprise Bancorp) December 2011 - Present
Boys and Girls Club of Salem, NH January 2007 - Present
Enterprise Bank (Enterprise Bancorp) July 2007 - December 2011
Enterprise Bank (Enterprise Bancorp) January 2002 - July 2007
Enterprise Bank (Enterprise Bancorp) August 2000 - December 2001
Enterprise Bank (Enterprise Bancorp) September 1999 - August 2000
Lawrence Savings Bank 1994 - 1996
Skills
Budgeting, Public Speaking, Problem Solving, Employee Relations, Compensation, Talent Acquisition, Talent Management, Performance Management, Leadership Development, Process Improvement, Organizational..., Budgets, Recruiting, Time Management, Employee Engagement, Strategic Leadership, Strategy, Human Resources, Team Management, Benefits Administration, Banking, Employee Benefits, Strategic HR
Education
Harvard Business School 2013 — 2013
Driving Performance through Talent Management
Suffolk University 2003 — 2005
Master of Science, Human Resources
University of Massachusetts Lowell 1995 — 1999
Bachelor of Science, Business Administration
Federal Reserve Bank of Boston October 2014 - Present
Federal Reserve Bank of Boston October 2012 - October 2014
Enterprise Bank (Enterprise Bancorp) May 2011 - October 2012
Enterprise Bank (Enterprise Bancorp) August 2010 - April 2011
Skills
Management, Security, Account Reconciliation, Financial Statement..., Information Security, Customer Service, Financial Analysis, ITIL Certified, COSO, Lean Six Sigma
Education
University of Massachusetts at Lowell 2011 — 2013
Master's Degree, Business Administration and Management, General
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Science, Finance/Economics
J. Whitney Development May 2012 - Present
Office of Vice Chancellor for Student Affairs September 2014 - December 2014
MassDevelopment June 2014 - August 2014
Enterprise Bank (Enterprise Bancorp) May 2013 - August 2013
The Luxury Box April 2009 - January 2012
Skills
Data Analysis, Economic Statistics, Market Analysis, Quantitative Analysis, Microsoft Excel, Microsoft Word, Customer Service, Quantitative Analytics, Microsoft Office, Real Estate, Property Management, Database Design, Website Development, Social Media, Money Management, Banking, Microsoft Access, PowerPoint, Public Speaking, Time Management, Teamwork, Access
Education
University of Massachusetts, Amherst 2012 — 2015
Bachelor of Science (B.S.), Resource Economics, 3.469
Florida Atlantic University 2011 — 2011
Bachelor of Arts (B.A.), Undeclared
Leominster High School 2007 — 2011
Ambrosi Donahue Congdon & Co., P.C. July 2014 - Present
Parker River Realty, LLC April 2009 - Present
Grant Thornton LLP September 2011 - July 2014
Ernst & Young, LLP August 2008 - August 2011
Enterprise Bank (Enterprise Bancorp) June 2004 - June 2008
Skills
Financial Reporting, US GAAP, Internal Controls, GAAP, Accounting, Financial Analysis, SEC Filings, Auditing, CPA, Financial Accounting
Education
Austin Preparatory School
H.S. Diploma
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Accounting; Certificate in Taxation
Bentley University
B.S., Economics-Finance
Middlesex University, United Kingdom
Study Abroad Program
Fidelity Cooperative Bank August 2015 - Present
Enterprise Bank (Enterprise Bancorp) October 2014 - August 2015
Market Basket May 2007 - July 2015
Fitchburg State University September 2012 - December 2013
Skills
Editing, Microsoft Office, Public Speaking, Cash Handling Experience, Cash Register, Management, Works well in a team, Customer Service, Acting, Coordinating Schedules, Product Ordering, General Office Work, Filing, Leadership, Event Planning, Phone Etiquette, Teamwork, Time Management, Creative Writing, Microsoft Excel
Education
Fitchburg State University 2014 — 2016
Master's Degree, English Language and Literature, General
Fitchburg State University 2012 — 2013
Bachelor's degree, English Language and Literature
Framingham State College 2009 — 2012
N/A, English Language and Literature, General, Transferred
PricewaterhouseCoopers July 2009 - Present
ECAC 2010 - Present
Enterprise Bank (Enterprise Bancorp) May 2006 - August 2008
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Masters of Taxation
Bryant University 2005 — 2009
Bachelors, Accounting
Enterprise Bank (Enterprise Bancorp) January 2014 - Present
Enterprise Bank (Enterprise Bancorp) June 2002 - January 2014
Saints Memorial Medical Center February 2000 - June 2002
Skills
VMware Infrastructure, VMware ESX, Active Directory, Network Administration, Windows Server, Windows, Troubleshooting, SharePoint, Customer Service, Technical Support, Information Security, System Administration, Operating Systems, VPN, Citrix, Computer Hardware, Hardware, IIS, Business Continuity, VBScript, Printers, 2008 R2, RES Workspace Manager, Help Desk Support, Windows 7, Windows XP, TCP/IP, Microsoft Certified..., CompTIA A+, Disaster Recovery, Banking, Virtualization, Security, VMware
Education
Greater Lowell Technical School 1998 — 2002
Information Technology
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) July 1998 - Present
BankBoston 1995 - 1998
Citibank January 1993 - June 1995
Citicorp Mortgage January 1989 - December 1992
Education
Hobart and William Smith Colleges 1984 — 1988
BA, Economics & Religious Studies
Lawrence Academy 1981 — 1986
Enterprise Bank (Enterprise Bancorp) July 1997 - Present
Skills
Commercial Lending, Commercial Mortgages, Banking, Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Loans, Credit, Financial Analysis, Residential Mortgages, Mortgage Lending, Consumer Lending, Insurance, New Business Development, Retail Banking, Risk Management, Wealth Management, Cash Management, Branch Management, Loan Origination
Education
Bowdoin College 1993 — 1997
Bachelor of Arts (BA), Economics
TD March 2014 - Present
Final Furlong Racing Stable, LLC October 2009 - Present
TD September 2013 - March 2014
TD August 2012 - September 2013
TD Bank Group December 2011 - September 2012
Enterprise Bank (Enterprise Bancorp) August 2008 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Commercial Lending, Loans
Education
College of the Holy Cross 2004 — 2008
Economics, Economics, Philosophy
Chaminade High School 2000 — 2004
Enterprise Bank (Enterprise Bancorp) December 2003 - Present
First Essex July 2001 - December 2003
Putnam Investments December 1999 - July 2001
Skills
Business Analysis, Process Improvement, Project Management, Customer Service, SharePoint, Microsoft Excel, User Acceptance Testing, Banking, Credit, Risk Management, Outlook, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Retail Banking
Education
Cambridge College 2003 — 2005
Masters, Managment
University of Massachusetts Lowell 1997 — 2001
Bachelors, Business Administration
Enterprise Bank (Enterprise Bancorp) October 2007 - Present
Eagle Bank March 2004 - September 2007
Abington Savings Bank June 2003 - March 2004
Medford Bank June 1989 - January 2003
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
Masters, Finance
Pace University 1984 — 1988
BBA, Accounting
Enterprise Bank (Enterprise Bancorp) March 2015 - Present
Enterprise Bank (Enterprise Bancorp) March 2013 - March 2015
Enterprise Bank (Enterprise Bancorp) March 2012 - March 2013
Enterprise Bank (Enterprise Bancorp) December 2008 - March 2012
Wakefield Residents Information Group November 2007 - January 2009
Cambridge Savings Bank 1997 - 2002
Skills
Employee Relations, Recruiting, Talent Acquisition, Performance Management, Talent Management, Human Resources, Interviews, Onboarding, Hiring, Management, HRIS, Training, College Recruiting, Benefits Administration, Leadership, Banking, Commercial Banking
Education
Bentley College
Professional Certificate, Human Resources Management
Framingham State University
BA, Psychology
Enterprise Bank (Enterprise Bancorp) August 2001 - Present
Eagle Bank 1998 - 2001
Skills
CPA, Financial Analysis, Financial Modeling, Cash Management, Strategic Financial..., Asset Liability..., Financial Planning, Banking, Portfolio Management, Management, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (M.S.), Finance, General
Lowell Fire Department May 2015 - Present
A-Zabbo Associates June 2010 - Present
Lowell Fire Department July 2010 - May 2015
Enterprise Bank (Enterprise Bancorp) June 2007 - July 2011
Enterprise Bank (Enterprise Bancorp) November 2010 - March 2011
Enterprise Bank (Enterprise Bancorp) November 2005 - June 2007
Enterprise Bank (Enterprise Bancorp) October 2002 - November 2005
Fidelity Investments November 2000 - October 2002
Skills
Firefighting, EMT, Hazardous Materials..., Appraisal Skills, Credit, Banking, Portfolio Management, Real Estate, Credit Analysis, Commercial Lending, Mortgage Lending, Loans, Finance, Investments
Education
Johnson and Wales University 1998 — 2002
BS, International Business & Finance
Merrimack College 2004 — 2006
Cert, Certified Financial Planning
Middlesex Community College 2012 — 2013
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting
Enterprise Bank (Enterprise Bancorp) August 2013 - Present
Lowell Transitional Living Center March 2014 - Present
Merrimack River Valley House January 2014 - Present
Enterprise Bank (Enterprise Bancorp) August 2012 - September 2013
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Brown Brothers Harriman December 2014 - Present
The Hartford March 2014 - November 2014
The Hartford July 2013 - March 2014
The Hartford July 2012 - July 2013
The Hartford July 2011 - July 2012
Enterprise Bank (Enterprise Bancorp) May 2010 - August 2010
Skills
Risk Management, Market Risk, Enterprise Risk..., Financial Risk, Credit Risk, Investments, ALM, Leadership Development, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Asset Management, Risk Analysis, Microsoft Excel
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
Eastern Mortgage Capital February 2015 - Present
Eastern Mortgage Capital October 2012 - February 2015
Eastern Mortgage Capital October 2011 - October 2012
Enterprise Bank (Enterprise Bancorp) May 2010 - October 2011
Enterprise Bank (Enterprise Bancorp) August 2009 - May 2010
Fantini & Gorga May 2007 - April 2009
Eastern Mortgage Capital May 2007 - April 2009
Skills
Credit Analysis, Loans, Commercial Lending, Financial Analysis, Commercial Banking, Financial Modeling, Investments, Credit, Underwriting, Portfolio Management, Banking, Investment Properties, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
Bentley University
Master of Business Administration (M.B.A.), Economics of Financial Markets
Bentley University 2005 — 2009
BS, Finance
Enterprise Bank (Enterprise Bancorp) April 2014 - Present
Burtons Grill May 2007 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) February 2012 - May 2013
State Street June 2011 - February 2012
The Capital Good Fund January 2011 - May 2011
Natco Home Products January 2011 - April 2011
Byrne Financial Freedom May 2010 - August 2010
Skills
Portfolio Management, Leadership Development, Competitive Analysis, Customer Service, Analysis, Credit, Retail Banking, Event Planning, Social Media Marketing, Mutual Funds, Time Management, Financial Modeling, Consulting, Social Networking, Commercial Banking, Commercial Lending, Credit Analysis, Loans
Education
Bryant University 2007 — 2011
Bachelors, International Business Finance
University of Pablo de Olavide 2009 — 2009
Central Catholic High school
Enterprise Bank (Enterprise Bancorp) November 1988 - Present
University of Massachusetts Lowell January 2011 - Present
Lowell Humane Society April 2005 - Present
Merrimack Repertory Theatre June 2004 - Present
Operation Delta Dog February 2013 - Present
First Bank (Chelmsford, MA) October 1985 - November 1988
BKW (Nashua, NH) September 1984 - October 1985
Briercroft Savings & Loan February 1984 - September 1984
Arthur Andersen & Company August 1982 - February 1984
Office of the Comptroller of the Currency June 1978 - January 1981
Skills
Banking, Budgets, Financial Analysis, Strategic Planning, Operational Risk..., Customer Service, Cash Management, Vendor Management, Nonprofits, Management, Business Analysis, Program Management, Business Strategy, Process Improvement, Finance, Commercial Banking, Risk Management, Project Management, Management Consulting, Retail Banking, Non-profits, Strategy, PowerPoint, Financial Services, Portfolio Management, Analysis, Commercial Lending, Leadership, Mergers & Acquisitions, Credit, Financial Modeling, Digital Innovation, Visionary
Education
Harvard Business School 2010 — 2010
AMP, Advanced Management Program
University of Arizona, Eller College of Management 1981 — 1982
MS, MIS
University of Southern Maine - School of Business 1976 — 1981
BS, Accounting
Rumford High School 1970 — 1973
Enterprise Bank (Enterprise Bancorp) March 2015 - Present
Enterprise Bank (Enterprise Bancorp) March 2012 - March 2015
Enterprise Bank (Enterprise Bancorp) July 2008 - March 2012
Enterprise Bank (Enterprise Bancorp) June 2007 - July 2008
Skills
Commercial Lending, Underwriting, Branch Management, Loans, Commercial Mortgages, Portfolio Management, Credit Analysis, Banking, Retail Banking, Credit, Commercial Banking, Lines Of Credit, Small Business Lending, Investments, Insurance, Deposits, SBA, Asset Management, Mortgage Banking, Mutual Funds, Financial Services, Asset Based Lending, Mortgage Lending, Home Equity Lines of..., Finance, Small Business, Financial Analysis, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Securities, Credit Risk, Cross Selling, Financial Reporting, Consumer Lending, Strategic Financial..., Cash Management, Branch Banking, Auditing, Corporate Finance, Residential Mortgages, Treasury Management, Capital Markets, Due Diligence, ACH, Fixed Income, Series 7, Risk Management, Wealth Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Entrepreneurial Studies
Bentley University 2005 — 2007
BS, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2005
Business Administration
Enterprise Bank (Enterprise Bancorp) March 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2013 - Present
Enterprise Bank (Enterprise Bancorp) September 2007 - April 2013
Enterprise Bank (Enterprise Bancorp) 2007 - 2013
Enterprise Bank (Enterprise Bancorp) 2007 - 2010
TD BankNorth July 2001 - September 2007
Skills
Security, Information Security, Risk Management, Leadership, Risk Assessment, Fraud, Business Continuity, Security Audits, Security Awareness, Networking, Information Security..., Disaster Recovery, Banking, Commercial Banking, Security Management, Corporate Security, Retail Banking, Physical Security
Education
Gulbarga University 1992 — 1997
Enterprise Bank (Enterprise Bancorp) 2006 - Present
Sovereign Bank 2005 - 2006
RSM McGladrey 2003 - 2005
Andover Bank 1993 - 2003
Guaranty First Trust Company 1989 - 1992
Shawmut Bank 1985 - 1989
Skills
Auditing, Internal Audit, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Cash Management, IT Audit, Financial Risk, Financial Reporting, Risk Management, Accounting, Risk Assessment, Due Diligence, Finance, Strategic Financial..., Quality Auditing, Budgets, Microsoft Excel, Process Improvement, Operational Risk..., GLBA, Financial Services, Financial Audits
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Babson College 1978 — 1982
BS, Finance
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) January 2006 - January 2015
Bank of America May 2004 - June 2006
Fleet Bank September 1999 - May 2004
Skills
Process Improvement, Business Analysis, Customer Relations, Outlook, SharePoint, Project Management, Databases, Microsoft Office, Customer Service, Microsoft Excel, Banking, InfoPath Forms, Security, Credit, Analysis, Risk Management, Financial Reporting, SQL, Cognos, Siebel, Management, Financial Analysis, Retail Banking
Education
Bentley University 1987 — 1992
Bachelors, Accounting
University of Massachusetts Lowell 1997 — 1998
Certificate of Computer Proficiency, Computer and Information Sciences, General
Enterprise Bank (Enterprise Bancorp) SVP Commercial LendingEnterprise Bank
Enterprise Bank & Trust 1994 - Present
Skills
Commercial Lending
Education
Bentley University 1969 — 1973
B.S., Business Management
Silicon Valley Bank December 1998 - Present
Enterprise Bank (Enterprise Bancorp) 1997 - 1998
Scripps Bank 1990 - 1997
Education
Boston College 1998 — 2000
Master of Science in Finance, Finance
University of Massachusetts Lowell 1984 — 1987
Bachelors, Management
BNC National Bank April 2015 - Present
Casino Arizona May 2012 - March 2015
University of Arizona College of Medicine - Phoenix March 2009 - May 2012
Enterprise Bank (Enterprise Bancorp) November 2005 - December 2008
Skills
Internal Controls, General Ledger, Accounting, Budgets, Financial Reporting, Account Reconciliation, Casino, GAAP, Financial Accounting, Financial Analysis, Fixed Assets, Forecasting, Financial Statements, Accruals, Microsoft Excel, Customer Service, Microsoft Word, Auditing
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master of Science (MS), Accounting and Financial Management with Emphasis in Certified Fraud Examination
University of Massachusetts Lowell 1996 — 2001
Bachelor of Science (BS), Accounting and Management Information Systems
Enterprise Investment Advisors August 2014 - Present
Enterprise Bank (Enterprise Bancorp) August 2013 - August 2014
O'Brien Center for Student Success September 2012 - May 2013
Merrimack College Writing Center September 2011 - May 2013
Merrimack College Math Center September 2010 - May 2013
Northwestern Mutual May 2012 - September 2012
Skills
Life & Health Insurance..., Analysis, Life Insurance, Finance, Data Analysis, PowerPoint, Public Speaking, Cash Flow, Financial Analysis, Financial Reporting, Strategic Financial..., Teamwork, Leadership Development, Insurance, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Microsoft Office, Financial Planning, Time Management
Education
Bentley University 2014 — 2017
Master of Business Administration (M.B.A.), Economics; Financial Planning
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.) with a concentration in Finance, Bachelor of Science, Mathematics
Central Catholic High School 2005 — 2009
Santander Bank, N.A. October 2012 - Present
First Niagara Commercial Finance March 2011 - October 2012
Radius Bank 2010 - 2011
Enterprise Bank (Enterprise Bancorp) 2008 - 2010
FrancisCorps 2005 - 2006
Skills
Commercial Lending, Underwriting, Portfolio Management, Credit Analysis, Credit Risk, C&I Lending, Asset Based Lending, Insurance, Loans, Credit, Financial Analysis, Financial Risk, Finance, Banking, Mutual Funds, Commercial Banking, Financial Modeling, Lines Of Credit, Mergers & Acquisitions, Retail Banking, Small Business Lending, Analysis, Cash Management, Investments, Management, Consumer Lending, Mortgage Lending, Commercial Mortgages, SBA, Risk Management, Loan Origination, Financial Reporting, Middle Market, Forecasting, Internal Audit, Relationship Management, Strategic Financial..., Financial Services, Corporate Finance
Education
Clark University 2006 — 2008
MBA, Business Administration and Management, General
Providence College 2001 — 2005
BA, Political Science
Bishop Fenwick 1997 — 2001
Enterprise Bank (Enterprise Bancorp) 2004 - Present
Caturano and Company 2003 - 2004
Genuity Inc. 2000 - 2003
Arthur Andersen 1998 - 2000
Skills
Financial Analysis, Financial Reporting, Banking, Auditing, Sarbanes-Oxley Act, GAAP, Microsoft Excel, Accounting, Internal Controls
Education
Bentley University 1996 — 1998
Master's, Accounting
University of Massachusetts Lowell 1987 — 1995
Bachelor's, Liberal Arts
Enterprise Bank (Enterprise Bancorp) September 2010 - Present
Bank of America September 1987 - September 2010
Skills
CRM, Finance, Commercial Lending, Banking, Management, Commercial Banking, Cash Management, Small Business Lending, Treasury Management, Credit Risk, Loans, Portfolio Management, Credit, Credit Analysis, Retail Banking
Education
Babson College
MBA, Business Administration
College of the Holy Cross
BA, Visual Arts
Enterprise Bank (Enterprise Bancorp) April 2014 - Present
Enterprise Bank (Enterprise Bancorp) July 2007 - March 2014
Enterprise Bank (Enterprise Bancorp) February 2007 - June 2007
Enterprise Bank (Enterprise Bancorp) October 2005 - January 2007
United States Department of Agriculture January 2001 - August 2004
Cambodian Mutual Assistance Association of Greater Lowell, Inc. September 1999 - September 2001
Skills
Leadership Development, Employee Relations, Performance Management, Instructional Design, Instructional..., Banking, Customer Service, Talent Management, Human Resources, Leadership, Recruiting, Training, Onboarding, Coaching, Succession Planning, Management, Strategic Planning, Public Speaking, Nonprofits
Education
New England College of Business and Finance 2014 — 2018
Master of Business Administration (M.B.A.)
Boston College 1995 — 1999
B.A., Psychology
Enterprise Bank (Enterprise Bancorp) December 1996 - Present
Andover Bank December 1990 - December 1996
Parkhurst Group November 1989 - December 1990
First Bank June 1985 - November 1989
Skills
Wealth Management, Cash Management, Commercial Lending, Banking, Real Estate Development, Financial Services, Loans, Insurance, Small Business Lending, Commercial Banking, Credit
Education
Harvard Business School 2007 — 2007
GMP3, Management
Rivier College 1987 — 1989
MBA, Business
University of Massachusetts Lowell 1981 — 1985
BS, Marketing
Pyara Spa & Salon September 2015 - Present
Enterprise Bank (Enterprise Bancorp) May 2015 - Present
Bella Mia Hair Salon June 2012 - April 2015
Skills
Customer Service, Microsoft Office, Retail, Sales, Data Entry, Event Planning, Customer Experience, Customer Satisfaction, Inventory Management, Outlook, Microsoft Word, Teamwork, Telephone Skills, Time Management, Banking
Education
Empire Beauty School-Lowell
Cosmetology/Cosmetologist, General
Middlesex Community College
Associate's degree in Elementary Education
University of Massachusetts Lowell
English
Harvard University July 2015 - Present
Hart Law Firm March 2014 - Present
Enterprise Bank (Enterprise Bancorp) June 2014 - November 2014
RCB Bank June 2013 - May 2014
Ramona Hanson Law Firm November 2012 - 2013
Fidelity Bank / Oklahoma Fidelity Bank October 2011 - November 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Banking, Credit, Financial Analysis, Investments, Finance, HTML Scripting, Email Marketing, Google Website Optimizer, Outlook, Adobe Creative Suite, Linux, JavaScript, Mac OS, Deposits
Education
University of Central Oklahoma 2007 — 2014
Bachelor of Arts (B.A.), Sociology and Humanities
Kansas City Art Institute 2007 — 2008
Foundations in Art
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance September 2013 - March 2015
Philips April 2013 - September 2013
Fidelity Investments July 2012 - February 2013
Enterprise Bank (Enterprise Bancorp) May 2011 - January 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Teaching, Research, Public Speaking, Leadership Development, Financial Analysis, Leadership, Facebook, PowerPoint, Outlook, Microsoft Word, Access, SQL, WordPress, Banking, Teamwork, Team Building, Training, Data Analysis, Time Management, Coaching, Social Media, Quality Assurance, Process Improvement, Analysis, Project Management, HTML, SharePoint, Business Analysis, Management
Education
Endicott College
Master of Business Administration (MBA), Project Management
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science in Business Administration, Finance, Information Systems Management
Methuen High School 2004 — 2008
Enterprise Bank (Enterprise Bancorp) August 2014 - Present
Bankers Advisory - a CliftonLarsonAllen LLP Affiliate May 2012 - June 2014
The Najjar Employment Law Group, PC December 2011 - April 2012
Foley Hoag LLP via Beacon Hill Staffing April 2011 - November 2011
McDermott Will & Emery via Counsel on Call January 2011 - February 2011
NYL RPS August 2005 - August 2009
MA House of Representatives February 2002 - August 2005
Massachusetts Extended Care Federation September 2001 - February 2002
Putnam Investments February 2000 - June 2001
Skills
Nonprofits, ERISA, Legal Writing, Research, Defined Contribution, Legislative Relations, Securities Regulation, Employee Benefits, Government, Litigation, Legal Research, Mutual Funds, Legislation, Corporate Law, Corporate Governance, Legal Compliance, Privacy Law, Administrative Law, Banking Law
Education
Boston University School of Law 2009 — 2010
LL.M, Banking and Financial Law
New England School of Law 2003 — 2007
Juris Doctor, Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Arts, Political Science
Enterprise Bank (Enterprise Bancorp) February 2015 - Present
TD November 2013 - January 2015
TD November 2012 - November 2013
TD May 2012 - November 2012
TD August 2011 - May 2012
Sears Holdings Corporation May 2009 - August 2011
Philips Lifeline January 2007 - February 2009
Philips Lifeline December 2005 - April 2007
Skills
Change Management, Sales Management, Coaching, Strategic Planning, Account Management, Financial Analysis, Troubleshooting, SDLC, Visio, Analysis, Data Analysis, Software Documentation, Marketing, Inventory Management, Training, Forecasting, Data Entry, Customer Experience, Performance Management, Operations Management, Program Management
Education
Franklin Pierce University 2000 — 2004
Bachelor of Arts (B.A.), Performing Arts and Public Speaking
Boston Private July 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2014 - July 2015
Enterprise Bank (Enterprise Bancorp) September 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - September 2013
Enterprise Bank (Enterprise Bancorp) August 2012 - July 2013
Brown Brothers Harriman May 2011 - September 2012
Brown Brothers Harriman May 2010 - May 2011
JAFCO Foods, Inc. April 2009 - September 2009
Lytron May 2005 - April 2009
Skills
Financial Analysis, Banking, Microsoft Excel, Teamwork, Analysis, Loans, Commercial Lending, Training, Credit, Finance, Credit Analysis, Commercial Banking, Financial Services, Credit Risk, Budgets, Corporate Finance, Portfolio Management
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2009
Finance
Tewksbury Memorial High School 2004 — 2008
Diploma
Loan Officer Resident Seminar
Loan Officer Resident Seminar
MobileFuse September 2015 - Present
Digital People May 2015 - June 2015
Burst Media February 2013 - April 2015
Burst Media March 2012 - February 2013
Burst Media May 2011 - March 2012
Enterprise Bank (Enterprise Bancorp) February 2009 - April 2011
Houghton Mifflin Harcourt Supplemental Publishers August 2008 - December 2008
Boston Landmarks Orchestra May 2007 - July 2008
Tango Pix Film & Video September 2007 - November 2007
Skills
Social Media, Advertising, Online Advertising, Social Media Marketing, Digital Media, Customer Service, Management, Sales, Email Marketing, Account Management, Salesforce.com, Social Networking, Online Marketing, Time Management, Public Relations, Marketing Communications, Client Development, Fundraising, Business Development, PowerPoint, Blogging, Project Coordination, Media Buying, Campaign Management, Client Relations, Key Client Relationships, CPMS, Contract Negotiation, Digital Recruiting, Staffing Services
Education
Bryant University 2004 — 2008
BS
Lynnfield High School
Enterprise Bank (Enterprise Bancorp) May 2015 - Present
Framingham State University July 2014 - Present
Gap Inc./Old Navy April 2014 - Present
The Gatepost September 2013 - Present
Skills
Graphic Design, Layout, Logo Design, InDesign, Photoshop, Illustrator, Branding & Identity, Cash Handling, Leadership, Training, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Team Leadership, Photography, Adobe Creative Suite, Marketing, Editing
Education
Framingham State College 2013 — 2017
Bachelor of Arts (B.A.), Graphic Design
Oakmont Regional High School 2009 — 2013
High School Diploma
Enterprise Bank (Enterprise Bancorp) December 2012 - Present
East Cambridge Savings Bank April 2011 - December 2012
CPCU Credit Union March 2005 - April 2011
CPCU Credit Union July 2003 - March 2005
Skills
ACH, Microsoft Excel, OFAC, Microsoft Office, Deposits, Back Office, Retail Banking, Credit Unions, Internet Banking, Bank Secrecy Act, USA PATRIOT Act, Core Banking, Banking, AML, Debit Cards, Cash Management, Electronic Payments, Securities, Remote Deposit Capture, Customer Service, Chargebacks, ATM networks, Outlook, Data Entry, Teller Operations, Anti Money Laundering, Consumer Lending, Credit, Loans, Management
Education
Southern New Hampshire University 2006 — 2010
Bachelors, Business Administration
Bunker Hill Community College 2003 — 2005
Associates, Business Administration / Management
Enterprise Bank (Enterprise Bancorp) March 2015 - Present
Enterprise Bank (Enterprise Bancorp) 2004 - March 2015
Granite State Development 2003 - 2004
Citizens Bank (fka First NH Bank, Amoskeag Bank) 1988 - 2003
Franklin Pierce College 1989 - 2000
Arlington Trust Company 1984 - 1987
Skills
Business Development, Small Business Lending, Loans, Credit, Commercial Banking, Commercial Lending, Underwriting, Loan Origination, Commercial Mortgages, Asset Management, Cash Management, Customer Service, Banking, Small Business, New Business Development, Fundraising, Credit Analysis, Managerial Finance, Sales Management, Investments, Management, Insurance, Finance, Public Speaking, Marketing Strategy, Consumer Lending, Leadership, Lines Of Credit, Retail Banking, Marketing, Portfolio Management
Education
Stonier Graduate School of Banking 2013 — 2014
University of Massachusetts Lowell 1987 — 1990
MBA, Finance
Assumption College 1978 — 1982
BA, Economic and Politics
Enterprise Bank (Enterprise Bancorp) August 2010 - Present
TD Bank Group December 1999 - August 2010
Citizens Bank January 1989 - January 1999
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Branch Management, Retail Banking, Small Business, Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Deposits, Commercial Mortgages, Credit, Financial Analysis, Portfolio Management, Investments, Residential Mortgages, Sales Management, Customer Retention, Lines Of Credit, Loan Origination, Cross Selling, Sales, Leadership, Cash Management, Home Equity Lines of..., Underwriting, Home Equity Loans, Credit Risk, Mortgage Banking, SBA, Mutual Funds
Education
University of the East 1975 — 1980
BSBA, Management
San Sebastian College - Recoletos de Manila
Babson Capital Management June 2015 - Present
Minutemen Fixed Income Fund January 2015 - Present
Enterprise Bank (Enterprise Bancorp) May 2014 - August 2014
Dr. Steven F. Tello, Associate Vice Chancellor for Entrepreneurship & Economic Development June 2012 - August 2012
People to People Ambassador Programs July 2011 - July 2011
Skills
Teamwork, Microsoft Office, Team Leadership, Public Speaking, Leadership, Event Planning, Time Management, Risk Management, Social Networking, Financial Analysis
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
Pittsford-Mendon High School 2009 — 2013
Enterprise Bank (Enterprise Bancorp) June 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2014 - Present
Enterprise Bank (Enterprise Bancorp) March 2013 - April 2014
V3 Studios September 2012 - January 2013
Fredonia January 2012 - January 2013
The Ralphy Report August 2011 - May 2012
Skills
Web Development, Information Management, Information Technology, Networking, Troubleshooting, Help Desk Support, Windows, Computer Hardware, Windows Server, Computer Repair, System Administration, Technical Support, HTML, Network Administration, PHP, Software Installation, Banking, Cloud Computing, Customer Service, Java, Microsoft Office, Microsoft Word, Retail Banking, PowerPoint, VMware
Education
State University of New York College at Fredonia 2010 — 2012
Bachelor of Science (BS), Computer Information System Management
Broome Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Computer Information System
Johnson CIty High School
People's United Bank June 2015 - Present
Bank of New England August 2014 - June 2015
First Commons Bank, Newton Centre, MA November 2013 - August 2014
Enterprise Bank (Enterprise Bancorp) August 2011 - November 2013
Skills
Portfolio Management, Microsoft Excel, Credit Analysis, Investment Strategies, PowerPoint, Bloomberg Terminal, Argus Modeling, Financial Analysis, Financial Modeling, Financial Markets, Microsoft Word, Credit, Investments, Finance, Analysis, Fixed Income, Bloomberg, Loans
Education
Bentley University 2009 — 2011
Bachelor of Science, Finance
University of New Hampshire 2007 — 2009
Bachelor of Arts in Business Administration, Finance
RSA, The Security Division of EMC May 2005 - Present
Sun Life Financial 2000 - 2005
Mellon Financial 1998 - 2000
Enterprise Bank (Enterprise Bancorp) 1990 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Cloud Computing, Requirements Gathering, IT Strategy, Business Requirements, SaaS, Business Process, Process Improvement, Program Management, Project Management, Applications..., Business Systems..., Cross Functional Team..., Business Intelligence, Enterprise Architecture, SQL, Vendor Management, Enterprise Software, Management, Integration
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
University of Massachusetts at Lowell
BS, Information Systems, Magna Cum Laude
Security7 Networks May 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2014 - May 2015
Enterprise Bank (Enterprise Bancorp) July 2009 - April 2014
Enterprise Bank (Enterprise Bancorp) 2005 - 2009
Hologic, Inc. 2000 - 2002
Skills
Information Security, Network Security, Disaster Recovery, Security, Firewalls, Vulnerability Assessment, Active Directory, Penetration Testing, Information Security..., Network Administration, Networking, Banking, Vulnerability Scanning, Virtualization, Customer Service, Retail Banking, Help Desk Support, Troubleshooting, Security Patch..., Information Technology, CISSP, Microsoft Exchange, SCCM
Education
Boston University 1998 — 1999
Microsoft NT Administration and PC Service & Support
Pingree School - South Hamilton, MA 1979 — 1980
Andover High School - Andover MA 1978 — 1979
Govenor Dummer Academy - Byfield, MA 1977 — 1978
Enterprise Bank (Enterprise Bancorp) January 1998 - Present
Century Bank and Trust September 1990 - January 1998
Lowell Institution for Savings September 1986 - September 1990
Security National Bank January 1984 - September 1986
Lowell Bank & Trust Co. March 1980 - January 1984
Skills
Commercial Lending, Strategic Planning, Cash Management, Sales Management, Commercial Banking, Banking, Loans, Small Business Lending, Retail Banking, Credit, Branch Management, Credit Analysis, New Business Development, Commercial Mortgages, Portfolio Management, Underwriting, Investments, Budgets, Financial Analysis, Small Business, Lines Of Credit, Financial Services, Negotiation, Customer Service, Consumer Lending, Management, Business Development, Due Diligence, Leadership, Insurance, Asset Based Lending
Education
Harvard Business School 2008 — 2008
GMP, General Management
University of Delaware 1986 — 1988
Diploma, Stonier Graduate School of Banking
Boston College 1980 — 1984
MBA, Finance
Princeton University 1975 — 1979
Bachelors, History
Insight Performance, Inc. June 2014 - Present
Enterprise Bank (Enterprise Bancorp) March 2012 - June 2012
Enterprise Bank (Enterprise Bancorp) July 2008 - March 2012
Enterprise Bank (Enterprise Bancorp) July 2007 - July 2008
Skills
Commercial Banking, Banking, Leadership Development, Credit, Human Resources, Compensation & Benefits..., Performance Management, Performance Appraisal, HR Policies, Employee Relations, Employee Handbooks, Leave of Absence..., Department..., Risk Management, Employee Engagement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
MBA, Masters in Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Operations Management, cum laude, GPA: 3.91/4.00, Dean's List: 2003-2007
Grenoble Ecole de Management - Grenoble Graduate School of Business 2006 — 2006
Certificate in International Business
Amherst Regional High School 1999 — 2003
Virginia529 College Savings Plan June 2013 - Present
Thomson Reuters February 2013 - April 2013
CB&H Wealth Management March 2012 - December 2012
Enterprise Bank (Enterprise Bancorp) May 2008 - November 2011
Commonwealth Financial Network February 2007 - November 2007
Kobren Insight Management March 2005 - March 2006
Commonwealth Financial Network April 1999 - February 2005
Skills
Strategic Financial..., Investments, Investment Compliance, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Financial Services, Banking, Investment Management, Investment Advisory, Equities, Fixed Income, Management, Due Diligence, Alternative Investments, Trading, Series 7, Asset Allocation, Retirement Planning, Asset Management
Education
College for Financial Planning 2014 — 2015
APMA, Accredited Portfolio Management Advisor
Merrimack College 2010 — 2012
Certificate, Financial Planning
Stony Brook University
Bachelors of Science, Mathematics & Psychology
Marketing Matters February 2015 - July 2015
CALIBRE Systems February 2014 - November 2014
Enterprise Bank (Enterprise Bancorp) December 2013 - February 2014
Mount Wachusett Community College August 2013 - October 2013
Veterans Inc. March 2013 - July 2013
Association of Loudspeaker Manufacturing & Acoustics International (ALMA) March 2010 - March 2013
TW Networks, a Div. of Tiziani Whitmyre, Inc. February 2008 - November 2008
We Get Rid Of It February 2007 - October 2007
William Raveis Real Estate 2005 - 2007
Ferrofluidics/Ferrotec Corporation 1991 - 1997
Skills
Product Development, Marketing, Marketing Strategy, New Business Development, Strategic Planning, Project Management, Online Advertising, Social Media, Public Relations, Account Management, Consumer Electronics, Advertising, Marketing Communications, Sound, Negotiation, Fundraising, Product Marketing, Trade Shows, Leadership, Team Building, Program Management, Public Speaking, Sales, Business Development, Operations Management, Nonprofits, Recruiting, B2B, Sales Operations, Retail, Management, Training, Community Outreach, Event Planning, Leadership Development, Government, Research, Customer Service, Community Development, Microsoft Office, Program Development, Event Management
Education
Regis University 1986 — 1988
Bachelors Degree
Holyoke Community College 1974 — 1978
Associates
Enterprise Bank (Enterprise Bancorp) 2012 - Present
TD Bank December 2007 - January 2011
Monster 2005 - 2007
Oh! Boy Corporation January 2002 - December 2004
InteQ Corporation July 2000 - July 2001
Skills
Market Analysis, Product Design, Consulting, Negotiation, Software Project..., Product Management, Competitive Intelligence, Sales Operations, Banking, Business Process..., Product Development, Product Marketing, Analytics, Analysis, CRM, Business Development, Strategy, Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA, Managing the Technology Intensive Enterpries
California State Polytechnic University-Pomona 1994 — 1998
BS, Computer Science
Enterprise Bank (Enterprise Bancorp) May 2000 - Present
Education
Bentley University 1995 — 1999
Enterprise Bank (Enterprise Bancorp) October 2007 - Present
City of Lowell May 1998 - October 2007
Greater Merrimack Valley CVB March 1993 - May 1998
Skills
Marketing Strategy, Event Planning, Vendor Management, Agency Relations, Budgets, Marketing, Strategic Planning, Integrated Marketing, Fundraising, Project Management, Public Relations, Team Building, Leadership, Customer Service, Social Media Marketing, Public Speaking, Social Media, CRM, Sales Management, Negotiation, Banking, Advertising, New Business Development, Small Business, Marketing Communications, Publications, Strategy, Account Management, Management, Training, Sales, Leadership Development, Email Marketing, Small Business Lending, Market Research, Commercial Lending, Creative Direction, Retail Banking, Credit, Portfolio Management, Commercial Banking, Branch Management, Time Management, Financial Analysis, Cross Selling, Consumer Lending, Analysis, Underwriting, Loans, Investments
Education
ABA Stonier 2014 — 2015
ABA School of Bank Marketing & Management 2011 — 2012
Diploma, Financial Marketing & Management
Southern New Hampshire University 2007 — 2010
Masters Of Science, Marketing, 3.86
Bryant University 1985 — 1989
Bachelor of Science, Business Administration
St. Bernards High School 1981 — 1985
High School Diploma, College Prep
North Stonington Elementary School 1973 — 1979
ABA Stonier
ABA Stonier
ABA Stonier
KFMR Katz Ferraro McMurtry P.C. November 2011 - Present
KPMG May 2008 - October 2011
Evans & Associates: Valuation Advisory Services May 2007 - December 2007
Enterprise Bank (Enterprise Bancorp) January 2003 - June 2006
Skills
Business Valuation, Financial Modeling, Due Diligence, Equity Valuation, Transaction Advisory..., Valuation, Corporate Finance, Financial Reporting, Auditing, Mergers & Acquisitions, Cash Flow, Analysis, DCF, Credit Analysis, Financial Analysis, Credit, Finance, Management, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2008
MBA, Finance
Lehigh University 1997 — 2001
Bachelor of Science, Finance & Marketing
Duquesne University
MAcc, Masters of Accountancy
The Louvain Institute for Ireland and Europe, Leuven, Belgium Emphasis in International Business Mkt
Marketing
Fox Chapel
Fox Chapel High School
Enterprise Bank (Enterprise Bancorp) July 2007 - Present
Mellon Financial January 2005 - July 2007
Mellon Financial April 2000 - January 2005
Skills
Commercial Lending, Investments, Investment Management, Banking, Credit Analysis, Portfolio Management, Mutual Funds, Loans
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master, Finance
Santander Bank, N.A. May 2014 - Present
Enterprise Bank (Enterprise Bancorp) August 2013 - May 2014
East Cambridge Savings Bank April 2013 - August 2013
East Cambridge Savings Bank October 2010 - April 2013
Massachusetts Bar Association November 2008 - November 2009
GuardHill Financial 2002 - 2005
Skills
Compliance, Banking, Legal Research, HMDA, RESPA, TILA, ECOA, Mortgage Banking, Credit, Loan Origination, Residential Mortgages, Loans, FHA financing, Risk Management, Financial Services
Education
Suffolk University Law School 2005 — 2008
Juris Doctor (J.D.)
Connecticut College 1996 — 2000
Bachelor's Degree, English Literature
School for International Training--Mysore, India 1998 — 1998
Gender & Development
Ridge High School 1992 — 1996
High School
Enterprise Bank (Enterprise Bancorp) January 2007 - Present
Enterprise Bank (Enterprise Bancorp) January 2003 - Present
Enterprise Bank (Enterprise Bancorp) January 2003 - January 2007
Enterprise Bank (Enterprise Bancorp) June 1988 - January 2003
Skills
Banking, Cash Management, Financial Analysis, Loans, Commercial Banking, Credit, Retail Banking, Commercial Lending, Strategic Planning, Portfolio Management, Investments, Credit Analysis, Budgets, Process Improvement, Small Business, New Business Development, Underwriting, Negotiation, Insurance, Customer Service, Business Strategy, Executive Management, Due Diligence, Financial Services, Real Estate, Risk Management, Strategic Financial..., Strategy, Financial Planning
Education
Harvard Business School 2006 — 2006
Advanced Management Program, General leadership and management
University of Massachusetts Lowell 1977 — 1980
Bachelors, Management/Accounting
Standish Mellon Asset Management June 2012 - Present
Standish Mellon Asset Management October 2009 - June 2012
Standish Mellon Asset Management October 2008 - October 2009
Enterprise Bank (Enterprise Bancorp) June 2007 - October 2008
BAE Systems June 2006 - August 2006
Skills
Foreign Exchange, Investment Management, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies
Education
Bentley University 2003 — 2007
Bachelors of Science, Economics & Finance
Enterprise Bank (Enterprise Bancorp) February 2008 - Present
Education
Boston College
Bachelor of Arts (BA)
Enterprise Bank (Enterprise Bancorp) January 2001 - Present
Sovereign Bank of New England April 2000 - December 2000
Skills
Former Chartered Bank..., Small Business Lending, Commercial Lending, Commercial Banking, Portfolio Management, Loans, Commercial Mortgages, Lines Of Credit, Customer Service, Sales Management, New Business Development, Credit, Banking, Management, Consumer Lending, Credit Analysis, Retail Banking, Branch Management, Asset Based Lending, Loan Origination, Building Relationships, Underwriting, Cross Selling, Cash Management, Mortgage Lending, Residential Mortgages, Credit Risk, SBA, Deposits, ACH, Investments, Financial Analysis, Small Business, Relationship Management, Financial Structuring, Financial Institutions, Risk Management, Banking Relationships
Education
Anna Maria College - MBA 1989 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Clark University 1967 — 1973
Bachelor of Science (B.S.)
Suffolk Construction January 2015 - Present
Citizens Commercial Banking January 2014 - January 2015
Enterprise Bank (Enterprise Bancorp) May 2011 - January 2014
Skills
Commercial Lending, Portfolio Management, Commercial Banking, Credit, Cash Management, Payments, Business Development, Sales, Training, Marketing, Deposits, Loans
Education
Bryant University 2007 — 2011
Accounting, Legal Studies
Enterprise Bank (Enterprise Bancorp) July 2014 - Present
RBS Citizens Financial Group October 1999 - July 2014
Andover Bank April 1997 - October 1999
Family Bank, FSB July 1993 - April 1997
BayBank June 1984 - July 1993
Skills
Small Business Lending, Branch Management, Commercial Banking, Loans, Consumer Lending, Lines Of Credit, Mortgage Banking, Credit, Mortgage Lending, Financial Services, Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Risk, Credit Cards, Cash Management, AML, Credit Risk, Retail Banking, Management, Loan Origination, Treasury Management, Portfolio Management, Commercial Mortgages, Underwriting, Risk Management, Investments, Relationship Management, Strategic Planning, Financial Analysis, Internet Banking
Education
Southern New Hampshire University 1987 — 1992
Master of Business Administration (MBA)
Bryant University 1982 — 1986
Putnam Investments September 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - September 2013
State Street Bank 2007 - May 2013
Putnam Investments 1999 - 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
University of Lowell
BS, Accounting
Enterprise Bank (Enterprise Bancorp) August 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2005 - August 2013
Skills
Retail Banking, Banking, Commercial Banking, Loans, Small Business Lending, Credit, Commercial Lending, Branch Management, Branch Banking, Cash Management, Lines Of Credit, Deposits, Cross Selling, Mortgage Lending, Customer Service
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
New England School of Finance, Banking, Corporate, Finance, and Securities Law
University of Massachusetts Lowell 2000 — 2004
bachelor, Business Management
Enterprise Bank (Enterprise Bancorp) September 2010 - Present
Parent, McLaughlin & Nangle, CPAs June 2008 - September 2010
Skills
Auditing, Financial Analysis, Financial Reporting, GAAP, US GAAP, Financial Accounting, Accounting, Banking, CPA, General Ledger, Internal Controls, Sarbanes-Oxley Act
Education
Bentley University 2010 — 2013
MBA, Concentration in Risk Management
Merrimack College 2003 — 2008
Undergraduate, Accounting
The First, N.A. June 2014 - Present
KeyBank January 2010 - June 2014
Enterprise Bank (Enterprise Bancorp) April 2007 - January 2010
TD February 2000 - April 2007
Skills
Commercial Banking, Relationship Management, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Financial Services
Education
Husson College 1993 — 1997
Bachelor's Degree, Accounting
Enterprise Bank (Enterprise Bancorp) June 2009 - Present
Education
College of the Holy Cross
History
Enterprise Bank (Enterprise Bancorp) February 2012 - Present
New Penn Financial, LLC November 2010 - February 2012
Provident Funding Associates L.P. June 2009 - September 2010
VIST Financial Corp May 2006 - August 2008
Skills
Credit Analysis, Loans, Underwriting, Credit, Commercial Lending, Banking, Consumer Lending, Customer Service, Finance, Financial Analysis, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Small Business Lending
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
Duff & Phelps July 2014 - Present
Brookwood Financial Partners May 2013 - June 2014
Enterprise Bank (Enterprise Bancorp) June 2012 - August 2012
Education
Colby College 2009 — 2013
St John's Preparatory School 2006 — 2009
Enterprise Bank (Enterprise Bancorp) January 2007 - Present
Enterprise Bank (Enterprise Bancorp) January 2001 - January 2007
Skills
Commercial Banking, Banking, Retail Banking, Loans, ACH, Cash Management, Investments, Cross Selling, Deposits, Customer Service, Internet Banking, Credit
Education
Greater Lowell Technical School 1996 — 2000
High School Diploma, Painting & Decorating
Enterprise Bank (Enterprise Bancorp) November 2011 - Present
Metro Credit Union January 2008 - 2011
Skills
Microsoft Office, Personal Financial..., Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Mount Washington College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration
Cambridge College 2007 — 2008
Ladder to Language
Enterprise Bank (Enterprise Bancorp) January 2000 - Present
Dow Chemical 1971 - 1975
Skills
Retail Banking, Commercial Banking, Consumer Lending, Customer Service, Small Business Lending, Loans
Education
Central Michigan University 1968 — 1972
Bachelor's degree, Biology
Enterprise Bank (Enterprise Bancorp) December 2007 - Present
Colonial Cooperative Bank March 2003 - December 2007
Mr C's Coffee Shop February 1991 - March 2003
Skills
Retail Banking, Banking, Credit, Deposits, Customer Service, Outlook, Cross Selling, Customer Experience, Microsoft Excel, Branch Management, Microsoft Office
Education
Fitchburg State College 1968 — 1972
Bachelor's degree, Elementary Education and Teaching