FleetBoston Company
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
FleetBoston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FleetBoston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FleetBoston Salaries. You can even request information on how much does FleetBoston pay if you want to. Learn about salaries, pros and cons of working for FleetBoston directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
58 FleetBoston employees in database. Find out everything there's to know about FleetBoston employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FleetBoston Employees
Softcard November 2010 - Present
General Electric June 2002 - October 2010
FleetBoston June 1999 - June 2002
Mitchell Madison Group June 1995 - June 1999
IBM Research June 1990 - June 1995
Skills
Mobile Payments, Payments, NFC, Marketing, Product Management, Strategy, Strategic Partnerships, Credit Cards, Cross-functional Team..., Business Strategy, Business Development, Analytics, Start-ups, Product Development, Competitive Analysis, Financial Services, Segmentation, Risk Management, E-commerce, Mobile Devices, Product Marketing, Strategic Planning, Leadership, Mergers, Telecommunications, Business Analysis, P&L Management, Financial Analysis, Customer Acquisition, Vendor Management, Go-to-market Strategy, CRM, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
Columbia University in the City of New York 1990 — 1993
MS
Stony Brook University 1985 — 1989
BS
TESARO December 2012 - Present
Acronis, Inc September 2011 - December 2012
Dharma Associates January 2009 - September 2011
ARIAD Pharmaceuticals 2007 - 2010
The Bridgespan Group 2004 - 2007
Macromedia 2001 - 2004
FleetBoston 1998 - 2001
Towers Perrin 1995 - 1998
Skills
Executive Coaching, Organizational..., Coaching, Performance Management, Change Management, Compensation, HR Strategy, Talent Management, Organizational Design, Leadership Development, Mergers, Employee Relations, Employee Engagement, Succession Planning, Team Building, Non-profits, Business Strategy, Management Consulting, Mentoring, Talent Acquisition, Organizational..., Onboarding, Executive Development, Management Development, Nonprofits, Strategic HR, Employee Training, HR Consulting, Recruiting, Human Resources, Training, Career Development, Culture Change, Mergers & Acquisitions, Strategy, Workforce Planning, Workshop Facilitation, Leadership, Deferred Compensation, 360 Feedback
Education
New Ventures West 2008 — 2009
Certified Integral Coach, Executive and Personal Coaching
Simmons College - Simmons School of Management 1993 — 1994
MBA, Business
University of Vermont 1984 — 1988
B.A., Anthropology
School for International Training 1987 — 1987
Junior Year Abroad Program, Thai Culture and Language
Williston-Northampton 1981 — 1984
High School Diploma
East Boston Savings Bank October 2014 - Present
Housing Families, Inc. 2008 - Present
Rockland Trust August 2012 - October 2014
People's United Bank March 2011 - August 2012
Bank of America November 2008 - March 2011
NorthSuburban Chamber of Commerce 2008 - 2011
Wainwright Bank 2002 - 2008
FleetBoston 1995 - 2000
Shawmut Bank 1991 - 1995
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Asset Based Lending, Small Business Lending, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Finance, Commercial Mortgages, Retail Banking, Mortgage Lending, Consumer Lending, Cash Management
Education
Cornell University
B.S.
Bank of America 1997 - Present
FleetBoston 1997 - 2004
Mintz Levin 1990 - 1996
Dewey & LeBoeuf LLP (formerly LeBoeuf Lamb) 1984 - 1990
Skills
Litigation, Trials, Strategy, Courts, Risk Management, Legal Advice, Leadership, Management, Banking, Human Resources, Cross-functional Team..., Leadership Development, Commercial Banking, Mergers & Acquisitions, Portfolio Management, Legal Issues, Financial Risk, litigation management, FINRA
Education
New York University School of Law 1982 — 1985
Doctor of Law (J.D.)
Tufts University 1977 — 1981
Bachelor of Arts (B.A.), History and Political Science
Natixis Global Asset Management November 2014 - April 2015
State Street February 2005 - June 2014
SunGard September 2000 - August 2003
FleetBoston January 1999 - August 2000
State Street January 1998 - December 1998
Citizens Bank March 1997 - December 1997
BankBoston November 1986 - March 1997
Skills
Risk Management, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, Accounting, Operations Management, Financial Modeling, Finance, Treasury, Capital Markets, Fixed Income, Financial Reporting, Account Reconciliation, Financial Services, Banking, SQL, Bloomberg, Internal Controls, Securities, Business Process..., Internal Audit, Valuation, Foreign Exchange, Options, Process Improvement, Reuters, Project Management, Analysis, Management
Education
Bentley University 2005 — 2008
Bachelor of Science, Finance
New England College of Business and Finance 1995 — 2000
Associate of Science, Accounting and Finance
SalemFive Mortgage February 2013 - Present
RBS Citizens Bank January 2008 - February 2013
PHH Mortgage Corp May 2001 - August 2007
FleetBoston May 2001 - April 2004
Old Kent Mortgage 2000 - 2001
Stoneham Cooperative Bank 1997 - 2000
Skills
Mortgage Underwriting, Government Loans, Loans, Consumer Lending, Residential Mortgages, Refinance, FHA, Credit, Banking, Loan Origination, VA loans, FHA financing, Mortgage Banking, Mortgage Lending, Credit Analysis, Construction Loans, Loss Mitigation, Commercial Lending, Underwriting, USDA
Education
University of Connecticut 1974 — 1978
BS in Environmental Sciences
Drury High School 1970 — 1974
Fidelity Investments 2003 - Present
Fidelity Investment - Capital Markets 2000 - 2003
FleetBoston 1997 - 2000
Bank of Boston 1991 - 1997
Education
Bowdoin College 1983 — 1987
Bachelor of Arts, Political Science and French
University School 1979 — 1983
IBM April 2013 - Present
Kenexa, an IBM company 2005 - March 2013
FleetBoston 1999 - 2004
BANKBOSTON, Boston, MA (acquired by FleetBoston) 1996 - 1999
BAYBANK, Waltham, MA (acquired by BankBoston) 1989 - 1996
Skills
Talent Management, Deferred Compensation, Performance Management, SaaS, Requirements Gathering, Professional Services, Enterprise Software, Human Resources, PeopleSoft, Management, Business Analysis, HRIS, CRM, Personnel Management, Applicant Tracking..., Recruiting
Education
Northeastern University
BS, Management
1st Advantage Federal Credit Union April 2015 - Present
1st Advantage Credit Union April 2011 - Present
SCORE March 2010 - Present
U.S. General Services Administration - Technology Acquisition July 2004 - October 2007
FleetBoston October 2000 - June 2004
Bank of Boston September 1990 - October 2000
Bank of Boston September 1990 - September 1993
Investors Mortgage Insurance April 1984 - August 1985
Freddie Mac June 1980 - January 1984
KPMG US May 1976 - June 1980
Skills
Business Efficiency, Business Planning, Strategic Planning, Management Consulting, Budgeting, Small Business, Start-ups, Budgets, Finance, Business Process..., Risk Management, Management, Auditing, Due Diligence, Managerial Finance, Process Improvement, Executive Management, Strategy, Mergers & Acquisitions, Internal Controls, Training
Education
FINRA Licenses Held 1994 — 2004
Series 7, 24, 52, 53
CPA 1983 — 1983
Washington, D.C.
MBA School of Mortgage Banking 1981 — 1983
Certificate, 3 term summer program
Babson College 1974 — 1976
MBA, Accounting and Finance
Boston College 1970 — 1974
Bachelor of Arts, cum laude, English Literature, Sociology & Philosophy
University of London 1973 — 1973
Junior Year, British economics, politics & art
Seekonk High School
National Honor Society, National Mathematics Club
Seekonk High School
Seekonk High School
Seekonk High School
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
ConMed Linvatec May 2012 - Present
ConMed Linvatec February 2012 - May 2012
Creekridge Capital, LLC September 2007 - February 2012
Smith & Nephew Endoscopy May 2001 - September 2007
Benchmarking Partners 1999 - 2000
Surgency 1999 - 2000
FleetBoston 1995 - 2000
Bank of America 1995 - 2000
BankBoston 1993 - 2000
Skills
Executive Management, Sales Management, Market Development, Capital Equipment, Medical Devices, New Business Development, Selling, Product Launch, Cross-functional Team..., Sales Process, Finance, Orthopedic, Sales, Sales Operations, Direct Sales, Operating Room, Cold Calling
Education
University of Massachusetts Boston 1996 — 1999
Master's of Business Aminstration (MBA)
University of Massachusetts Boston
Bachelor of Science
Bank of America Merrill Lynch October 2005 - Present
Excel Academies September 2002 - Present
Bank of America June 2003 - October 2005
FleetBoston June 2000 - June 2003
Fleet Bank June 1999 - June 2000
Fleet Bank January 1998 - June 1999
PNC Bank, N.A. June 1996 - December 1997
Stonehill & Taylor / A+P Architects May 1993 - August 1994
Skills
Real Estate Finance, New Business Development, Underwriting, Loan Origination, Due Diligence, Loans, Banking, Credit
Education
Penn State University 1994 — 1996
MBA, Finance & Real Estate
Penn State University 1987 — 1993
Bachelor of Architecture and Bachelor of Science, Minor in Architectural History
Citizens Financial Group, Inc. January 2012 - Present
Bank of America Business Capital - Bank of America Merrill Lynch January 2001 - January 2012
FleetBoston August 1997 - January 2001
Skills
Banking, Mergers & Acquisitions, Private Equity, Commercial Banking, Financial Modeling, Business Development, Portfolio Management, Capital Markets, Credit, Loans, Commercial Lending, Credit Risk, Asset Based Lending, Loan Origination, Credit Analysis
Education
Northeastern University
Bachelor's degree, Economics
Wells Fargo June 2005 - Present
Bank of America April 2004 - November 2004
FleetBoston August 2000 - April 2004
The Flatley Company January 1998 - August 2000
Frederic R. Harris August 1993 - January 1998
The Flatley Company August 1986 - August 1993
Jordan Marsh May 1982 - August 1986
Skills
Team Building, Strategic Planning, Management, Outsourcing, Real Estate, Marketing, Leadership, Negotiation, Relationship Management, Analysis, Mergers & Acquisitions, Risk Management, Strategy, Change Management, Project Planning, Financial Analysis, Portfolio Management, Customer Satisfaction, Banking
Education
New England Institute of Technology 1983 — 1985
Architecture
Toll Gate
Bank of America March 2003 - Present
Bank of America March 2003 - April 2006
FleetBoston November 1999 - March 2003
Fleet Boston Financial 1999 - 2003
CertainTeed Corporation January 1997 - November 1998
Skills
Direct Marketing, Analytics, Strategy, Marketing Strategy, Product Management, Credit Cards, Cross-functional Team..., Marketing, Customer Acquisition, Strategic Planning, Banking, Financial Services, Program Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2008
MBA, Marketing
Kent State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments 2014 - 2015
Fidelity Investments 2004 - 2014
Metric Strategy Partners 2000 - 2004
FleetBoston 1995 - 2000
Sapient 1993 - 1995
Symmetrix, Inc. 1988 - 1993
AT&T Information Systems 1985 - 1988
Sperry Univac 1982 - 1985
Skills
Business Strategy, Operations Strategy, High Performance Teams, Performance Management, Business Process..., Lean Transformation, Six Sigma, Software Development..., Database Design, User Interface Design, Quality Control, Business Analytics, Performance Metrics, Organizational Design, Compensation Strategy, Management Consulting, Strategy, Analytics, Information Security..., Global Operational Risk, Integration, Change Management, Consulting, Financial Services, Leadership, Business Transformation, Operational Excellence, Banking, Executive Management, Mergers & Acquisitions, IT Strategy, Financial Modeling, Risk Management, Asset Management, Business Analysis, Portfolio Management
Education
Trinity College-Hartford 1978 — 1982
BS, Computer Science & Political Science
Santander Bank, N.A. August 2015 - Present
Citizens Financial Group (CFG) November 2012 - August 2015
Royal Bank of Scotland Group November 2011 - November 2012
RBS Citizens Group April 2009 - November 2011
Citizens Bank January 2005 - November 2008
Citizens Bank November 2001 - December 2004
FleetBoston 1999 - 2001
BankBoston 1993 - 1996
South Shore Bank / Multibank 1988 - 1993
Skills
Process Improvement, Business Analysis, Six Sigma, Banking, Project Management, Business Process..., Risk Management, Change Management, Program Management, PMO, Financial Services, Analytics, Retail Banking, Financial Analysis, SDLC, Financial Risk, Strategic Planning, Project Portfolio..., Tableau 7 Certified, Management Consulting, Tableau, DMAIC
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, MBA
Northeastern University 1985 — 1987
MA, Economic Development
Northeastern University 1980 — 1985
BS, Economics
Duxbury High
Performegy LLC August 2015 - Present
Bank of America September 1991 - February 2015
FleetBoston 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1991 - 1996
Skills
Management, ITIL, Leadership, Vendor Management, Unified Communications, Microsoft Licensing, IT Strategy, Regulatory Requirements, Strategy, Product Management, Integration, IT Management, Six Sigma, Financial Services, Process Improvement, IT Service Management, Managerial Finance, Cloud Computing, Global Delivery, Production Support, Collaborative Problem..., Distributed Team..., Coaching, Program Management, Acquisition Integration, Business Communications, Risk Management, SharePoint, IT Infrastructure..., Microsoft Office, IT & Business Strategy..., IT as a Service, Technology Architecture, Backup Solutions, IT Operations, Financial Management, Operational Risk, IT Project & Program..., Microsoft Exchange, IBM XIV, HP EVA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Organizational Behavior and Finance
Brandeis University 1981 — 1985
B.A, Economics
Coursera
Python - Programming for Everyone, Statement of Accomplishment with Distinction - May 2015
Bank of America November 2012 - Present
Bank of America 2004 - 2012
FleetBoston 2003 - 2004
FleetBoston 1999 - 2003
BankBoston 1997 - 1999
Bank of Boston 1992 - 1997
Bank of Boston 1990 - 1992
First National Bank of Boston 1986 - 1990
First National Bank of Boston October 1984 - 1986
Allstate June 1982 - October 1984
Skills
PMP, Six Sigma Black Belt, Cross-functional Team..., Business Process..., Program Management, Process Improvement, Risk Management, Process Engineering, Six Sigma, Change Management, Business Analysis, Project Management, Project Portfolio..., MS Project, Visio, Vendor Management, Business Transformation, SDLC, PMO, Requirements Gathering, Requirements Analysis, IT Strategy, Software Project..., Business Process, Business Intelligence, Banking, Governance, Project Delivery, Financial Services, Enterprise Architecture
Education
Tufts University 1978 — 1982
B.A.
Bank Of America January 1997 - Present
FleetBoston January 2001 - September 2003
Fleet Bank January 1997 - January 2001
Sun Life Financial January 1994 - January 1997
Hills Department Stores June 1992 - December 1993
Skills
Banking, Process Improvement, Risk Management, Management, Requirements Analysis, Retail Banking, Loans, Mortgage Lending, Business Analysis, Financial Risk, Portfolio Management, Access, Vendor Management, Financial Services, SDLC, Software Documentation, Security, Business Intelligence, Integration, Software Project..., Business Process..., Analysis, Requirements Gathering, Visio, COBOL, Project Portfolio..., Business Process, PMO, Credit, Financial Analysis
Education
Rhode Island College 1985 — 1989
Computer Information System, Bachelor, 3.5
Fidelity Investments December 2013 - Present
Fidelity Investments 2005 - December 2013
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
FleetBoston 1993 - 2000
Skills
Process Improvement, Web Technologies, Program Management, Business, Agile Methodologies, Risk Management, SDLC, Vendor Management, Business Analysis, PMO, Project Portfolio..., PMP, Software Project..., Visio, Requirements Analysis, Product Management, IT Strategy, Project Management, Software Development, Business Process...
Education
Northeastern University - Graduate School of Business 1993 — 1997
MBA, Information Resource Management
Northeastern University 1993 — 1997
Post Graduate Certificate, Information Resource Management
University of Massachusetts, Amherst 1986 — 1991
BA, Economics
Citizens Bank February 2014 - Present
Citizens Financial Group / RBS Americas March 2011 - February 2014
Bank of America November 2009 - March 2011
Bank of America June 2009 - April 2010
Axis Technology, LLC May 2009 - June 2009
First Marblehead Corporation August 2007 - November 2008
Bank of America April 2004 - August 2007
FleetBoston December 1996 - April 2004
EDS - Waltham 1995 - December 1996
Fidelity Investments 1990 - 1995
Skills
Cross-functional Team..., Vendor Management, Information Security, Security Architecture..., Security Management, Business Continuity, Risk Management, Project Management, Computer Forensics, Financial Risk, Incident Management, Security, CISSP, Information Security..., Disaster Recovery, Integration, IT Audit, SDLC, Information Technology, CISA, PCI DSS, Outsourcing, Vulnerability Management, Vulnerability Assessment, Governance, GLBA, Identity Management, ISO 27001, CISM, Business Continuity..., Security Awareness, Enterprise Risk...
Education
Massachusetts College of Liberal Arts 1974 — 1978
City of Newton August 2014 - Present
Inner Roots, Inc. October 2012 - August 2014
American Student Assistance June 2011 - August 2012
American Student Assistance June 2010 - June 2011
American Student Assistance 2002 - 2010
FleetBoston 1989 - 2002
Skills
Call Center, Vendor Management, Process Improvement, Customer Service, Salesforce.com, Project Management, Customer Satisfaction, Quality Assurance, Team Building, Cross-functional Team..., Financial Services, Training, Sales, Call Centers, CRM, Leadership, Customer Experience, Management, Change Management, Coaching, Business Analysis, Business Process..., Analysis, Sales Management, Operations Management, Team Leadership, Visio, Data Analysis, Program Management, Customer Retention, Outsourcing, Banking, Risk Management, Strategy, Business Process
Education
Hartwick College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Workday October 2014 - Present
SAP October 2012 - September 2014
SAP August 2010 - October 2012
Symantec June 2009 - August 2009
Bank of America October 2003 - July 2008
FleetBoston 2003 - 2003
Aberdeen Group 2001 - 2003
MasterCard Int. 2000 - 2000
Skills
Business case / value..., Demand generation /..., Financial Modeling, Business Intelligence, Corporate Management, Business Analysis, Data Warehousing, Analytics, Business Case, Demand Generation, ETL, OLAP, Business Objects, Data Modeling, Dimensional Modeling, ERP, Business Intelligence..., Microstrategy, Business Strategy, Business Process, Management, Cross-functional Team..., Business Transformation, Business Process..., Cloud Computing, Program Management, Pre-sales, Business Development, Six Sigma, Go-to-market Strategy, Enterprise Software, Integration, IT Strategy, CRM, Management Consulting, Product Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Technology Industry Management, Entrepreneurship & Innovation
Middlebury College 1997 — 2001
Brunswick
Tsinghua University
Bank of America February 2012 - Present
Bank of America May 2008 - Present
Bank of America August 2006 - May 2008
Bank of America June 2005 - August 2006
Fleet Bank April 2002 - June 2005
Genesys Consulting Services February 2000 - April 2002
SunTrust Bank July 1996 - February 2000
KeyBank September 1988 - July 1996
FleetBoston January 1986 - September 1988
Skills
Banking, PMP, Risk Management, Process Improvement, Change Management, Business Requirements, SDLC, Problem Solving, MS Project, Management, Project Management, Integration, Software Project..., Business Analysis, Vendor Management
Education
State University of New York Empire State College 2000 — 2002
Bachelor of Science, Technology
Bank of America November 2010 - Present
BearingPoint, Inc. November 2004 - January 2010
FLEET BOSTON January 2001 - January 2004
FleetBoston January 1997 - January 2001
FLEET BOSTON January 1989 - January 1997
formerly Bank January 1988 - January 1989
Skills
Expenses, Budgeting, Accounting, Accruals, Analysis, Forecasting, Financial Reporting, Variance Analysis, Account Reconciliation, General Ledger, Finance, Access Database, Sarbanes-Oxley Act
Education
Babson College 1971 — 1975
BS, Business Administration
Babson College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
USBank September 2008 - Present
Sovereign Bank July 2004 - September 2008
Sovereign Bancorp 2004 - 2008
Fleet Bank January 1987 - July 2004
FleetBoston 2000 - 2004
Fleet National Bank 1999 - 2003
Bank of Boston January 1987 - September 1999
Skills
Retail, Small Business Lending, Middle Market, Commercial Lending, Credit, Banking, Portfolio Management, Management, Credit Risk, Mortgage Lending, Commercial Banking, Financial Services, Relationship Management, Financial Analysis, Loans, Credit Analysis, Investments, Risk Management, Cash Management, Asset Based Lending, Treasury Management, Financial Modeling, Capital Markets, Underwriting, Loan Origination
Education
Boston University 1982 — 1986
BA, German, Business and Russian
Archbishop Alter High School 1978 — 1982
N/A, High School
ARI March 2013 - Present
Bank of America December 2010 - February 2013
Bank of America Merrill Lynch April 2005 - October 2010
Fitch Group, Inc. 2003 - 2005
FleetBoston 1998 - 2003
Skills
Capital Markets, Fixed Income, Asset Based Lending, Capital Management, Capital Structure, Regulatory Analysis, Financial Analysis, Financial Modeling, Financial Management, Corporate Management, Strategic Planning, Strategic Analysis, ALM, Investor Relations, Interest Rate Risk..., Derivatives, Data Analysis, Investor Reporting, Investment Banking, Treasury Management, Structured Finance, ABS, Portfolio Management
Education
Drexel University 1993 — 1996
MBA
Drexel University - LeBow College of Business 1993 — 1996
MBA
Matthews Asia September 2013 - Present
Victoria 1522 Investments August 2008 - September 2013
Cambrian Strategies June 2004 - July 2008
FleetBoston March 1997 - September 2002
SKBA Capital Management 1990 - 1997
State of California, CalPERS, CalSTRS 1985 - 1989
Skills
Emerging Markets, Frontier Markets, Asian markets, Equities, Hedge Funds, Capital Markets, Asset Allocation, Portfolio Performance..., Institutional Investors, Relationship Management, Investment Strategies, Board of Directors..., Investor Relations, Portfolio Analysis
Education
Chartered Financial Analyst Level II Candidate 2013 — 2013
UCLA 1978 — 1981
Bachelor of Arts (B.A.), International Relations / Political Science
Stanford University Continuing Studies
teresa sanacore, Global Finance, International Economics
The Home for Little Wanderers October 2013 - Present
City of Providence January 2012 - October 2013
Child and Family February 2009 - January 2012
About Families, LLC August 2006 - January 2009
Meeting Street October 2004 - October 2006
Fleet Bank January 1999 - January 2002
Fleetboston 1998 - 2001
Fleetboston 1998 - 2001
The Pillsbury Company March 1995 - December 1999
Skills
Non-profits, Strategic Planning, Budgeting, Business Acumen, Day-to-day Operations, Operational Excellence, Volunteer Management, Budgets, Nonprofits, Business Operations, Leadership, Finance, Policy, Fundraising, Healthcare, Program Management, Government, Change Management, Program Development, Accounting, Project Management, Leadership Development, Strategic Communications, Project Planning, Grants, Organizational..., Community Outreach, Management, Grant Writing, Team Building, Public Policy, Public Speaking, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA
Florida Agricultural and Mechanical University 1983 — 1987
BS, Business
Leadership Rhode Island 2006 — 2006
Frederick Douglass H.S.
Craig's Auto Touch-up June 2001 - Present
THINQ Learning Solutions December 1999 - May 2001
FleetBoston August 1998 - November 1999
Boston Financial Data Services September 1996 - August 1998
Sunlife Financial December 1994 - September 1996
Putnam Investments January 1993 - December 1994
Skills
Project Management, Strategic Planning, Marketing Strategy, Business Analysis, Process Improvement, New Business Development, Social Media, Microsoft Office, Business Strategy, Microsoft Excel, Marketing Communications, Account Management, Business Development, Business Intelligence, Sales Management, Workshop Facilitation, Sales, Management, Leadership
Education
Boston University
Bachelor of Science (BS), College of Communications
Newton North
Newton North
Santander Bank, N.A. July 2010 - Present
Sovereign Bank December 2004 - July 2010
FleetBoston 2002 - 2004
FleetBoston 1998 - 2002
Skills
Underwriting, Risk Assessment, Credit, Loans, Portfolio Management, Risk, Restructuring, Credit Analysis, Workout, Banking, Cash Flow, Commercial Mortgages, Commercial Lending, Loan Structuring, Credit Risk, Financial Analysis, Construction Loans, Lines Of Credit, Risk Management, Commercial Banking, Small Business Lending, Financial Risk
Education
Bryant University 1992 — 1992
Marketing & Statistics
University of Rhode Island - College of Business Administration 1987 — 1991
Bachelor of Science, Finance
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
Large US Bank June 2011 - Present
Fleet Bank March 1992 - December 2003
Fleet National Bank 1998 - 2003
FleetBoston Financial 1992 - 2003
FleetBoston 1992 - 2003
BankBoston 1992 - 2003
Manufacturers Hanover Trust 1979 - 1990
Education
The George Washington University - School of Business 1977 — 1978
MBA, International Business and Marketing
The Good Life November 2004 - Present
Bank of America 2002 - 2004
FleetBoston 1998 - 2001
BayBank 1972 - 1997
Skills
Banking, Business Intelligence, Data Warehousing, SDLC, Business Analysis
Education
Framingham State University 1960 — 1964
BS in Ed, Education, English
Bank Leumi September 2015 - Present
KPMG January 2014 - Present
New York State Department of Financial Services fka Department of Banking March 2013 - January 2014
LaGuardia Community College, City University of New York February 2010 - June 2013
BC ZIEGLER & Company February 2004 - March 2013
FleetBoston February 2001 - December 2003
Skills
Capital Markets, Credit Risk, Credit Analysis, Risk Management, Credit, Finance, Financial Modeling, Financial Services, Financial Analysis, Financial Risk, Investment Banking, Investments
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Master of Public Administration
Judge Business School, University of Cambridge 2007 — 2007
Certificate of Leadership, Healthcare
New York University 1995 — 1999
Bachelor of Arts - Cum Laude, Economics
State Street July 2009 - April 2012
State Street February 2006 - June 2009
State Street November 2001 - February 2006
FleetBoston June 1995 - October 2001
Skills
Financial Analysis, MS Access, MS Excel Pivot Tables, VBA for Applications, Financial Reporting, Financial Modeling, Microsoft Excel, PowerPoint, Foreign Exchange
Education
Worcester Polytechnic Institute
Client Server Development Program
Northeastern University 1998 — 2000
Masters of Science in Taxation
Bentley College
Certificate in Finance
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science (B.S.), Accounting
Sallie Mae March 2009 - March 2010
Chevy Chase Bank May 2003 - November 2006
Household International April 2001 - April 2003
FleetBoston July 1999 - March 2001
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
Brigham and Women's Institute for the Neurosciences April 2015 - Present
Harvard School of Public Health January 2012 - June 2014
Harvard NeuroDiscovery Center September 2006 - January 2012
Bank of America 2003 - 2006
FleetBoston 1997 - 2003
Bank of Boston 1982 - 1996
Education
Cornell University - Johnson Graduate School of Management
Cornell University - S.C. Johnson Graduate School of Management
MBA
MBTA February 2013 - Present
Currently Seeking New Opportunities August 2010 - January 2013
MBTA 2011 - 2012
Pegasystems, Inc December 2009 - July 2010
Bank of America August 1991 - March 2009
CORESTAFF Services 2009 - 2009
FleetBoston 1999 - 2004
Bank of Boston 1991 - 1999
Skills
Customer Relations, Call Center, Team Management, Performance Appraisal, Hiring, Scheduling, Interviewing, Metrics, Computer Hardware, Supervisory Skills, Customer Satisfaction, Microsoft Office, Problem Solving, Troubleshooting, Coaching, Mentoring, Team Leadership, Recruiting, Call Centers, Customer Service
Education
Boston University 2004 — 2006
Bachelor of Science, Business Management / Business Administration
KeyBank June 2004 - Present
FleetBoston October 1999 - May 2004
BankBoston December 1996 - October 1999
First American Bank December 1990 - December 1996
NCNB Texas (aka Bank of America) August 1988 - December 1990
Skills
Due Diligence, Financial Modeling, Real Estate Economics, Financial Analysis, Valuation, Real Estate Development, Finance, Asset Management, Real Estate, Investments
Education
Texas A&M University 1982 — 1988
Bachelor’s Degree
State Street Corp March 2004 - Present
Fidelity Investments August 2000 - November 2001
FleetBoston January 1996 - August 2000
BankBoston January 1993 - January 1996
Education
Roger Williams University 1976 — 1979
BS, Marketing
Chowan college 1975 — 1976
Biology
Lejeune High School 1972 — 1975
RBS Citizens Bank May 2008 - June 2013
Citizens Bank May 2007 - June 2013
Bank of America 1981 - May 2007
FleetBoston 1981 - 2004
Chemical Bank (predecessor to JP Morgan Chase) 1978 - 1981
Skills
Commercial Banking, Credit, Banking, Risk, Credit Risk, Commercial Lending, Credit Analysis, Financial Risk, Business Strategy, Cash Management, Strategy, Risk Management, Operational Risk, Loans, Portfolio Management, Strategic Financial..., Financial Services, Strategic Planning, Underwriting, Consumer Lending, Retail Banking
Education
Boston University Questrom School of Business 1976 — 1978
MBA, Finance
Tufts University 1972 — 1976
BA, Economics
Santander Bank, N.A. April 2013 - Present
Sovereign/Santander November 2009 - March 2013
BB&T 2005 - 2009
FleetBoston February 1998 - April 2004
KeyBank January 1991 - February 1998
Skills
Portfolio Management, Investments, Banking, Financial Modeling, Financial Analysis, Capital Markets, Risk Management, Management, Credit, Treasury
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance and Banking
Union College 1986 — 1990
BA, Economics
US Small Business Administration October 2012 - Present
US Department of Agriculture - Rural Development March 2008 - October 2012
Sovereign Bank of New England June 2004 - June 2006
Sovereign Bank of New England July 2000 - May 2004
FleetBoston May 1996 - June 2000
Skills
Government, Policy, Public Policy, Program Management, Economic Development, Policy Analysis
Education
University of Massachusetts, Amherst
Bachelor's Degree, Political Science and Government
Derivative Advisors, LLC June 2004 - Present
FleetBoston 2000 - 2004
Fleet Bank 1993 - 2000
Skills
Derivatives, Banking, Portfolio Management, Commercial Banking, Fixed Income, Capital Markets, Interest Rate..., Loans, Financial Modeling, Financial Analysis, Asset Management, Treasury Management, Valuation, Interest Rate Risk..., Financial Risk, Credit Risk, Investment Banking, Securities, Equities, Structured Finance, Investments, Financial Structuring
Education
Boston University - School of Management
MBA
Colby College
B.A., Economics
OPES Consilia Advisory Group October 2013 - Present
Diamond Capital Company March 1996 - Present
FleetBoston May 1998 - February 2001
Citicorp Securities April 1992 - June 1996
Citicorp Securities January 1990 - March 1992
Citibank, N.A. June 1988 - December 1989
IBM 1982 - 1986
Skills
Trading, Capital Markets, Investments, Equities, Venture Capital, Business Strategy, Private Equity, Mergers, Investment Banking, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Yale University 1978 — 1982
Bachelor of Arts (BA), Economics
Tenebrae LLC Managing DirectorBank of America Merrill LynchApril 2004 - July 2010
Banc of America Securities September 1991 - July 2010
FleetBoston 2002 - 2004
BankBoston 1991 - 2002
Bank of New York August 1984 - August 1991
Skills
Middle Market, Capital Markets, Credit Analysis, Valuation, Commercial Banking, Investment Banking, Portfolio Management, Commercial Lending, Management, Financial Structuring
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Bowdoin College 1980 — 1984
BA, History & Economics
Duxbury High School 1976 — 1980
CVS Health July 2015 - Present
CVS Caremark Corporation January 2013 - August 2015
CVS Caremark Corporation February 2010 - January 2013
CVS Caremark Corporation October 2009 - February 2010
MetLife August 2002 - October 2007
MetLife July 2001 - August 2002
FleetBoston June 2000 - June 2001
FleetBoston January 2000 - June 2000
FleetBoston February 1998 - January 2000
Skills
Lotus Notes, Outlook, PeopleSoft, Human Resources, Process Improvement, Customer Service, MS Office Suite, FMLA, Coaching
Education
Rhode Island College 1996 — 1998
Computer Science
Iron Mountain May 2012 - Present
Freddie Mac 2009 - 2011
Citi March 2006 - September 2009
Citi 2006 - 2009
Bank of America January 2002 - September 2005
FleetBoston 1999 - 2002
Bank of Boston 1988 - 1998
Skills
Business Continuity, Vendor Management, Risk Management, Business Continuity..., Disaster Recovery, Cloud Computing, Crisis Management, PMO, Business Analysis
Education
Cambridge College 1995 — 1996
Master's degree, Business Administration and Management, General
TIAA-CREF September 2014 - Present
HSBC Securities Inc February 2013 - July 2014
Fisher Price November 2012 - January 2013
TIAA-CREF July 2004 - March 2012
Wells Fargo January 2000 - January 2004
FleetBoston January 1997 - January 2000
SunGard Brokerage Systems January 1994 - January 1997
Advantage Systems, Inc January 1992 - January 1994
Logica Data Architects, Inc January 1989 - January 1992
Goldome January 1978 - January 1989
Skills
Organization &..., Multi Tasking, Written Communication, Exceptional verbal, Customer Satisfaction, Customer Experience, Exceptional Listener, Highly motivated..., Training, Series 7, Financial Services, Process Improvement, Banking, Series 63, Series 6, Customer Service, Mutual Funds, Time Management, Leadership, Portfolio Management, Securities
Education
University at Buffalo
My Southborough June 2013 - Present
Southborough Public Library June 2011 - Present
The Friends of the Southborough Library June 2012 - Present
Massachusetts Technology Collaborative October 2003 - February 2006
FleetBoston June 2000 - August 2002
Fleet September 1997 - June 2000
National Managed Health Care Congress May 1994 - August 1997
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.), English
KeyBank June 2004 - Present
FleetBoston 1998 - 2004
BankBoston 1984 - 1998
Skills
Credit, Banking, Retail Banking, Commercial Banking, Loans
Education
EPiscopal high school
EPiscopal high school
EPiscopal high school
Emory University
Bachelor of Arts (BA), Economics
Tulane University
Master of Business Administration (MBA), Accounting and Finance