Fleet Financial Services
Industry: Bank
DescriptionFleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, MA Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000
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Fleet Financial Services Employees
Fleet Financial Services May 2014 - Present
Delray Beach Playhouse January 2013 - June 2013
Bomgaars Supply July 2010 - July 2011
Skills
Theatre, Stage Management, Performing Arts, Bookkeeping, Marketing, Musicians, Early Childhood..., Curriculum Development, Data Entry, Accounts Receivable, Sales, Music, Retail, Musical Theatre, Time Management, Inventory Management, Organized Multi-tasker, Training, Inventory Control, Inventory, Teaching, Finance, Invoicing
Education
Stephens College 2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Cum Laude
Bright Solutions 2010 - Present
Good Shepherd New Day Fellowship Ministries 2011 - 2015
Fiserv September 2007 - September 2010
Fiserv March 2006 - September 2007
International Profit Associates 2004 - 2005
Church of God 1992 - 2002
Fleet Financial Services 1995 - 2000
Fleet Financial Services 1986 - 1994
Skills
Integration, Public Speaking, Process Improvement, Professional Services, Leadership
Education
Duke University - The Fuqua School of Business
MBA
Johnson and Wales University
Bachelor of Science, Business Administration
Davie Kaplan Wealth Care Advisors, LLC December 2013 - Present
Tompkins Financial Advisors 2003 - November 2013
M&T Investment Group 1990 - 2003
Fleet Financial Services 1984 - 1990
National Bank of Washington 1980 - 1984
Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...
Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®
College for Financial Planning
CFP®, Certified Financial Planning
Saint Bonaventure University
B.B.A., Finance
Bishop Ludden
Greater Providence Chamber of Commerce October 2011 - Present
Greater Providence Chamber of Commerce September 2005 - September 2011
Bank of America 2004 - 2005
FleetBoston Financial 2003 - 2004
Fleet Mortgage 2001 - 2003
Fleet Financial Services 1999 - 2001
Fry Technology USA 1994 - 1999
Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications
Education
Rhode Island College 1979 — 1984
B.A., Communications, Advertising, PR, Business, Management
Brown University
Fannie Mae November 2010 - Present
Fannie Mae March 2010 - November 2010
Fannie Mae 1990 - 2008
Fleet Financial Services November 1987 - February 1990
Contel Computer Systems November 1985 - November 1987
Education
Union College 1983 — 1985
BS, Math, Computer Science
U S Department Of Transportation, FRA Railroad Financial Management October 2012 - January 2015
Melwood Road Civic Association January 2005 - December 2014
Pentagon, Washington Head Quarters October 2012 - March 2013
USAID, United States Agency for International Development July 2009 - March 2011
Philips Electronics, NA Government Affairs Office, Washington, DC November 2008 - December 2008
Jewitt for Congress Campaign June 2004 - November 2004
Fleet Financial Services March 2000 - January 2003
Skills
Policy, Program Management, Government, Human Resources, Training, Management, Data Analysis, Managing Unmet..., Project Management, Administration, Process Improvement, System Administration, Event Planning, Team Building, Organizational..., SharePoint, International Relations, Project Planning, Microsoft Excel, Process Scheduler, Analysis, Leadership, Stakeholder Engagement, Public Engagement, Engagement Management, Employee Engagement, Accountable Leadership, Strategy, Budgets, Outlook, Nonprofits, Community Engagement, Strategic Planning, Policy Analysis, Public Policy, Customer Service, Team Leadership, Microsoft Office, Public Speaking, Community Outreach, Editing, Research, Marketing, Fundraising, Proposal Writing, Problem Solving, Writing, Social Media, Negotiation, Sales
Education
University of Houston-Clear Lake 1989 — 1991
BS, Behavioral Sciences/Psychology
Insurity July 2015 - Present
George Weiss Associates July 2008 - June 2015
InSource, LLC February 2008 - July 2008
Insurity February 2002 - February 2008
Insurity, a LexisNexis Company 2002 - 2008
Manatec Systems, LLC 1999 - 2002
Fleet Financial Services 1997 - 1998
The Systems Group 1993 - 1996
Accenture 1992 - 1993
Travelers 1990 - 1992
Skills
Management, SDLC, Business Analysis, SQL, Microsoft SQL Server, Software Development, Leadership, Disaster Recovery, .NET, XML, Integration, Team Management, Project Management, Analysis, Vendor Management, Business Intelligence, ITIL, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Enterprise Architecture, Data Center
Education
Hofstra University
BS, Computer Science
Navy League of the US January 2002 - Present
Qualtec Quality Services January 1996 - December 2001
Fleet Financial Services August 1992 - December 1995
Florida Power & Light Co. August 1971 - December 1990
US Navy July 1966 - August 1971
Skills
Navy, National Security, Military, DoD, Program Management, Security Clearance, Non-profits, Strategic Planning, Government, Command, Fundraising, Process Improvement, Policy, Team Building, Quality Management, Management Consulting
Education
Nova Southeastern University 1982 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
Cornell University 1965 — 1966
Master of Engineering (Chem), Chemical and Biomolecular Engineering, B+
Cornell University 1961 — 1965
Bachelor of Science (BS), Engineering, C+
CFS Investments, Inc. June 2015 - Present
CFS Investments, Inc. June 2015 - Present
STERLING NATIONAL BANK NEW YORK June 2012 - May 2015
AmTrust Bank June 2009 - June 2012
FINANCIAL PARTNERS NETWORK,LLC May 2008 - June 2009
POPULAR INVESTMENTS @ BANCO POPULAR,NA April 2002 - May 2008
EAB 1997 - 2001
Fleet Financial Services January 1996 - July 1997
NatWest 1994 - 1996
Skills
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance, Investments, Retirement Planning, Wealth Management, Portfolio Management, Recruiting, Start-ups, Commercial Lending, Investment Advisory, Strategic Financial..., Relationship Management, Mortgage Lending, Banking, Credit Analysis, Financial Advisory, Sales Management, Credit, Estate Planning, Customer Service, Financial Services, Coaching, Risk Management, Call Centers, Securities, Loans, Asset Management, Small Business Lending, Retail Banking, Underwriting, Series 63, Series 7, Strategic Planning, Commercial Banking, Business Development, Financial Analysis, Consumer Lending, Life Insurance, Cross Selling, FINRA, Fixed Income, Sales, Series 6, Asset Allocation, Executive Management
Education
LIU Brooklyn 1971 — 1973
BS
The Piedmont Bank July 2008 - Present
Gainesville Bank and Trust January 2008 - July 2008
BayRock Mortgage Corporation February 2007 - November 2007
BayRock Mortgage Corporation February 2006 - February 2007
HomeQuest Capital Funding, LLC March 2004 - January 2006
Fleet Bank 1998 - 2004
Fleet Financial Services 1972 - 2004
Skills
Loan Origination, Loans, Mortgage Lending, Sales, Credit, Management, Commercial Banking, Leadership, Underwriting, Team Building, Banking, Customer Service, Real Estate, Marketing, Credit Analysis, Commercial Mortgages, Commercial Lending
Education
Gainesville State College 1994 — 1999
A. A. S., Paralegal Studies
Gainesville State College
A. S., Business Administration
Citi July 2012 - Present
JPMorgan Chase January 2011 - July 2012
JPMorgan Chase April 2007 - December 2010
JPMorgan Chase June 1999 - April 2007
Fleet Financial Services September 1997 - May 1999
The Bank of New York (Delaware) 1995 - 1997
CoreStates 1991 - 1994
Skills
Product Management, Credit Cards, Business Development, Pricing, Marketing Management, Finance, Financial Analysis, Direct Marketing, Operations Management, Customer Experience, Customer Segmentation..., Customer Relationship..., Employee Development, Business Transformation, Business Intelligence...
Education
University of Delaware 1989 — 1991
Master of Business Administration (MBA), Finance, General
Millersville University of Pennsylvania 1983 — 1987
BS, Business Admin - Marketing
New Penn Financial, LLC September 2010 - Present
Just Mortgage, Inc. August 2009 - October 2010
Indymac Bank 2001 - 2008
PCFS 1998 - 2001
Fleet Financial Services 1993 - 1998
Skills
Banking, Mortgage Lending, FHA, Loans, Leadership, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, VA loans, Risk Management, Credit, Financial Risk, Due Diligence, Refinance, Loss Mitigation, Recruiting, Training, Credit Analysis
Education
Shorter University 1994 — 1997
Fishbones Charters Reverse Mortgage Specialist1st Bank Mortgage PartnersSeptember 2011 - Present
Wells Fargo Home Mortgage December 2009 - October 2011
Mortgage Edge December 2008 - November 2009
Wilmington Finance October 2002 - November 2008
NCS Mortgage August 1995 - June 2002
Fleet Financial Services September 1981 - September 1995
Skills
Loss Mitigation, Mortgage Lending, Loans, Banking, Reverse Mortgages, Finance, Financial Services, Business Development, Leadership, Management, Mortgage Banking, FHA, Loan Origination, REO, Refinance, Start-ups, Certified Mortgage..., Home Equity Lines of..., USDA, Underwriting, FHA financing, Government Loans, Real Estate, Commercial Banking, Consumer Lending, VA loans, Credit, Residential Mortgages, Mortgage Marketing, Financial Risk, Portfolio Management, Sales Management, Credit Analysis, Home Equity Loans, Construction Loans, Mergers & Acquisitions, Retirement Planning, Selling, Financial Analysis, Investment Properties, Risk Management, Strategic Financial..., Small Business, Cross-functional Team..., Sales, Small Business Lending, Investments, Commercial Lending, Commercial Mortgages, First Time Home Buyers
Education
Mars Hill College 1975 — 1979
management
Marquette University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
ADVANCE CAPITAL GROUP November 2006 - July 2009
STERLING TESTING SYSTEMS September 2005 - October 2006
HEALTH BENEFITS DIRECT/ ICSN July 2004 - August 2005
FLEET FINANCIAL SERVICES February 2004 - June 2004
Education
University of San Diego 2001 — 2003
MFA, Dramatic Arts
Brigham Young University 1996 — 2000
BFA, Musical Theatre
Dutchess ARC June 2014 - Present
SoftApps January 1995 - Present
Horizon Family Medical Group June 2012 - February 2013
Elant, Inc June 2009 - October 2009
Elant, Inc. January 2007 - October 2009
Fishkill Health Center November 1998 - March 2008
Fishkill Health Center November 1998 - January 2007
Fleet Financial Services August 1996 - October 1998
SoftApps Consulting January 1995 - January 1997
Robert Mark Realty/Home Funding, Inc January 1987 - January 1995
Skills
Servers, Microsoft Exchange, Active Directory, DNS, VPN, DHCP, TCP/IP, Troubleshooting, Technical Support, Software Installation, System Administration, Help Desk Support, Networking, WAN, Blackberry Enterprise..., Windows, Databases, Management, Training, eClinical Works, Computer Graphics, Computer Network..., Cognos, Oracle Reports
Education
Howard University 1971 — 1974
Music Ed
Dutchess Community College 1982 — 1984
Computer Science And Chemistry
U.S. Aluminum March 2013 - Present
Interplan, LLC October 2003 - February 2011
All Aluminum and Screen, Inc September 1997 - June 2003
First Family Financial Services June 1992 - September 1997
Fleet Financial Services May 1986 - June 1992
Skills
State of Florida Notary, OSHA 30-Hour, American Red Cross..., State Certified..., Pre-construction, Due Diligence Research..., Permit Expediting, Project Entitlements, Utility Coordination, Project Presentation..., Project Mediation and..., Variance Explanations, Multiple State..., Real Estate Development, Site Development, Construction Drawings, Value Engineering, Land Development, Leadership, Budgets, BIM, Submittals, Construction, Construction Management, Comprehensive Planning, Facilities Management, Space planning, Project Estimation, LEED, Design Management, Contract Management, Process Scheduler, Civil Engineering, Renovation, Revit, Green Building, Project Coordination, Feasibility Studies, Design Research, Construction..., Building Codes, Urban Planning, Mixed-use, Architectural Design, Project Bidding, Architecture, Sustainability, LEED AP, Sustainable Design, CAD
Education
Everglades University 2010 — 2013
Bachelor's degree, Construction Management, 4.0
Valencia Community College