Leader Bank
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Leader Bank Employees
Architectural Millwork (Temp. position) September 2014 - December 2014
Leader Bank March 2012 - September 2012
AIDD Group May 2011 - August 2011
Black & Decker 2010 - 2010
Skills
Forecasting, Analysis, Budgets, Credit Analysis, Loans, Financial Modeling, Credit, Business Planning, Financial Analysis, Credit Risk, Commercial Lending, Bloomberg, Loan Origination, Valuation, Finance, Mortgage Lending, Portfolio Management, Banking, Corporate Finance, Business Strategy, Microsoft Office
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Accounting and Finance
Zipcar June 2015 - Present
Liberty Mutual Insurance July 2014 - May 2015
Leader Bank January 2013 - July 2014
Spectrum Plastics Group July 2012 - January 2013
Skills
Social Media, Facebook, Blogging, Chinese, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Marketing, Analysis, Management
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration (Accounting, Finance, Entrepreneurship)
Shelton High School 2004 — 2008
Berkman Center for Internet & Society at Harvard University September 2015 - Present
Bates College June 2015 - Present
Bates College September 2014 - May 2015
Bates College Office of Admissions September 2013 - May 2015
Bates College Career Development Center April 2013 - May 2015
Koru@Julep July 2014 - July 2014
Institutional Research, Analysis and Planning at Bates College September 2013 - December 2013
Leader Bank June 2013 - August 2013
Lewiston District Court January 2013 - May 2013
Bates College Help Desk September 2011 - May 2013
Skills
Public Speaking, Event Planning, Speech Writing, Student Development, Student Affairs, Research, Spanish, SPSS, Community Outreach, Social Media, Leadership, Public Policy, Editing, Marketing Strategy
Education
Bates College 2011 — 2015
Bachelor's degree, Spanish
DeBakey High School 2007 — 2011
Universidade Católica de Salvador
Portuguese Language, Brazilian Culture, International Law
Universitat Rovira i Virgili
Spanish Language, Spanish History
Santander Bank, N.A. October 2014 - Present
Leader Bank June 2012 - Present
Network Parking February 2007 - July 2008
Skills
Microsoft Office, Leadership, Customer Service
Education
University of Massachusetts Boston 2008 — 2012
S.A; BS, Finance
University of Massachusetts Boston 2008 — 2012
BS, Management/Finance
Tower Legal Solutions May 2014 - Present
Boston National Settlement Services August 2011 - May 2014
The Debt Exchange April 2009 - July 2011
Leader Bank September 2010 - February 2011
Skills
Negotiation, PowerPoint, Public Speaking, Quickbooks, Depositions, Insurance, Legal Writing, Real Estate, Legal Research, Notary Public, Westlaw, Contract Negotiation, Loans, Financial Analysis, Corporate Law, Banking, Finance, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Leadership, Management, Real Estate Transactions, Litigation, Risk Management, Customer Service, Title Insurance, Sales, Leases, Foreclosures, Hearings, Document Review
Education
Florida Coastal School of Law 2004 — 2007
Juris Doctor, Law
Northeastern University 2000 — 2004
B.S., International Relations
The University of Chicago March 2015 - Present
The University of Chicago November 2013 - March 2015
LISC Institute for Comprehensive Community Development July 2013 - October 2014
Northwestern University September 2012 - August 2013
Harvard University February 2010 - May 2012
Leader Bank October 2009 - February 2010
Cambridge Historical Society August 2009 - October 2009
Skills
Writing, Editing, Fundraising, Volunteer Management, Word, Excel, Microsoft Office, Outlook, Event Planning, Community Outreach, Higher Education, Social Media, Blogging, Data Analysis, Event Management, Data Entry, Business Analysis, Website Building, Website Authoring, Video Editing, Audio Editing, Photojournalism, Leadership, Feature Articles, Microsoft Excel
Education
Northwestern University- Medill School 2012 — 2013
Master of Science, Journalism
Bates College 2005 — 2009
B.A., Women and Gender Studies, Religion
Harvard Extension School
Anaqua January 2014 - Present
Anaqua January 2014 - Present
New York Life Insurance Company May 2013 - December 2013
USAlliance Federal Credit Union February 2013 - May 2013
Leader Bank June 2012 - January 2013
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Refinance, Credit, Credit Analysis, Residential Mortgages, VA loans, USDA, Banking
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), History
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Spanish
Leader Bank October 2012 - Present
Gritty McDuff's May 2011 - July 2012
Onesource Printing April 2011 - August 2011
Concrete Concepts May 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Microsoft Word, Advertising, Marketing, Customer Service, Research, Public Speaking, Sales, Teamwork, Facebook, Public Relations, Marketing Communications, Social Networking, Spanish, Mortgage Lending, Loans, Time Management, Loan Origination, Mortgage Banking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), International Business
Edward Little High School 2004 — 2008
Leader Bank September 2009 - Present
Leader Bank September 2009 - Present
Skills
Investment Properties, Mortgage Lending, Underwriting, Mortgage Banking, Finance, Rates, Mortgage Marketing, Loans, Loan Origination, Cash Management, Residential Homes, First Time Home Buyers, FHA, Refinance, Residential Mortgages, VA loans, FHA financing, USDA, Real Estate, Construction Loans, FHA Financing, VA Loans, Interest Rates
Education
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1986
MBA, Business Administration
Leader Bank September 2015 - Present
Prospect Mortgage, LLC May 2013 - September 2015
Citizens Bank January 2013 - May 2013
Bridgewater Savings Bank July 2012 - December 2012
Mortgage Master May 2009 - June 2012
Rockland Trust January 2009 - May 2009
Taylor, Bean & Whitaker October 2004 - July 2007
Direct Finance Corporation September 2003 - September 2004
Skills
Loans, Highly detail oriented, Customer Service, Mortgage Banking, Refinance, Mortgage Lending, Organized Multi-tasker, FHA, Banking, Home Equity Lines of..., Underwriting, Microsoft Word, Home Equity Loans, Microsoft Excel, Mortgage Underwriting, Residential Mortgages, Loan Origination, Credit, FHA financing, VA loans
Education
Massasoit Community College
Event Planning
Massachusetts Mortgage Association
Loan Processing
AAA Statewide Courses
Real Estate
Massasoit Community College
Bookkeeping
Center for Medical Simulation March 2015 - Present
Boston Children's Hospital March 2015 - Present
Boston Children's Hospital June 2013 - March 2015
Center for Medical Simulation June 2013 - March 2015
Leader Bank June 2012 - August 2012
Clinton Health Access Initiative January 2012 - May 2012
Kappa Community Center June 2009 - March 2010
Skills
Accounting, Microsoft Excel, Data Analysis, Economics, Budgets, PowerPoint, Research, Microsoft Word, Microsoft Office, Outlook, SPSS, Non-profits, English, Teamwork, Public Speaking, FMS, Microsoft Dynamics, QuickBooks
Education
Bentley University 2010 — 2013
Bachelor of Science, Accountancy Liberal Studies Major American Studies, 3.27
Leader Bank June 2012 - Present
Seven-Eleven June 2010 - June 2012
Massachusetts Water Resource Authority October 2011 - March 2012
Skills
Mortgage Lending, Loans, Banking, Finance, Trading, Financial Services, Microsoft Excel, Investors, Hedging, Rates, Financial Analysis, Outlook, Investments
Education
Suffolk University 2008 — 2012
BSBA, Finance
Leader Bank February 2013 - Present
State Street August 2007 - January 2013
Skills
Mortgage Lending, Residential Mortgages, Refinancings
Education
Clark University 2003 — 2007
Business/Management
Securaplane Technologies July 2015 - Present
TE Connectivity December 2011 - September 2015
EZ Travel May 2010 - October 2011
Partners HealthCare March 2008 - January 2010
Partners HealthCare July 2006 - March 2008
Leader Bank May 2000 - June 2006
Norson December 1998 - January 2000
Maquilas Kino/ CMejor March 1996 - November 1998
Skills
Cross-functional Team..., Contract Negotiation, Product Development, Process Improvement, Continuous Improvement, Negotiation, Mergers & Acquisitions, Project Management, Product Management, Sales Process, Analysis, Program Management, Logistics, Customer Satisfaction
Education
Cambridge College 2005 — 2007
Master's degree, Business Administration and Management, General
CESUES 1994 — 1998
Bachelors International Business, Economics
Deloitte September 2015 - Present
Deloitte January 2015 - August 2015
Leader Bank August 2014 - November 2014
Nuage Investment Realty January 2014 - August 2014
IBM July 2012 - August 2012
PwC January 2012 - February 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Corporate Finance, Access, IFRS, English, SPSS, Financial Accounting, Auditing, Financial Reporting, Account Reconciliation
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (M.S.), Accounting, 3.63/4.0
University of International Business and Economics 2009 — 2013
Bachelor's degree, Accounting, 3.64/4.0
MicroCAD Training & Consulting May 2015 - Present
Leader Bank September 2012 - May 2015
CapGen Managemnt May 2012 - September 2012
Massage Envy February 2012 - May 2012
Belmont Savings Bank June 2007 - May 2012
Brother's Pizza & Grille February 2006 - May 2012
Skills
Customer Service, Accounts Payable, Banking, Loans, Sales, Recruiting, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Outlook, Accounting, Retail Banking, Finance, Leadership, FHA, Marketing, Credit, New Business Development, Teamwork
Education
Suffolk University 2008 — 2012
Bachelor's degree, Marketing
Belmont High School 2004 — 2008
High School
State Street September 2013 - Present
The Tirrell Room July 2010 - Present
Leader Bank May 2013 - September 2013
First Trade Union Bank June 2012 - August 2012
Skills
Customer Service, Accounting, Finance, Bookkeeping, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Banking, Outlook, Data Analysis, Corporate Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2013
BSBA, Finance, Summa Cum Laude
Leader Bank March 2015 - Present
Bay State Savings Bank March 2013 - March 2015
Bizminga December 2012 - March 2013
GreenerU October 2012 - January 2013
Clark University December 2011 - December 2012
EDEC The Energy Development Center June 2012 - August 2012
Sustainable Business Leader Program November 2011 - February 2012
Guoyuan Securities Company Limited July 2011 - August 2011
Singapore General Hospital April 2011 - May 2011
Zurich Financial Services February 2010 - February 2010
Skills
Financial Analysis, Microsoft Excel, Leadership, Sustainability, PowerPoint, Data Analysis, Finance, Budgets, Project Management, Nonprofits, SPSS, Renewable Energy, Access, Training, Analysis, Sustainability Strategy, Bloomberg Terminal, QuickBooks, Credit Analysis, Management, Microsoft Office, Underwriting, Commercial Lending, Credit Risk, Financial Risk
Education
RMA Lending School
Clark University 2011 — 2013
Master of Science (M.S.), Finance
Xiamen University 2007 — 2011
Bachelor of Science (B.S.), Dual Degree: Medicine, Mathematical Finance, National Merit Scholarship Holder
Leader Bank May 2010 - Present
First Eastern Mortgage 2010 - 2012
First Eastern Mortgage 2010 - 2012
Skills
Mortgage Lending, Credit, VA loans, FHA, Underwriting, Loans, Refinance, FHA financing, Mortgage Banking, USDA, Commercial Lending, Residential Mortgages, Loan Origination, First Time Home Buyers
Education
University of Massachusetts Lowell 1989 — 1994
finance
marshfield
Leader Bank July 2011 - Present
BNI Platinum Referrals (Stoneham) October 2009 - October 2011
Vision Mortgage, LLC July 2007 - July 2011
Bay Mortgage Services January 2003 - July 2007
Skills
FHA, Mortgage Lending, Refinance, Real Estate, Mass Housing Loans, VA loans, Conventional Mortgage..., First Time Home Buyers, Loans, Customer Service, USDA, Residential Mortgages, Underwriting, Residential Homes, Credit, Investment Properties, Referrals, Finance, Banking, Real Estate Transactions, Loan Origination, FHA financing, Mortgage Banking, Commercial Lending, Real Estate Financing, Mortgage Marketing, Loan Pricing, Customer Satisfaction, VA Loans, FHA Financing
Education
Needham High School
Plymouth State University
Leader Bank 2012 - Present
Skills
Retail Banking, Banking, Mortgage Banking, Commercial Banking, Customer Service, Loans, Management, Financial Analysis, Leadership, Mortgage Lending
Education
Boston University 2008 — 2010
BA, Business Administration
Bank of America August 2013 - Present
Leader Bank August 2012 - August 2013
Ryan H. Couch, Broker March 2012 - January 2013
Skills
Legal Research, Real Estate, Litigation, Westlaw, Legal Writing
Education
New England School of Law 2008 — 2011
Doctor of Law (J.D.)
University of South Florida 2003 — 2008
Bachelor of Arts (B.A.), Anthropology and Political Science
Paragon Resumes August 2012 - Present
Zenith Games July 2012 - Present
Kaplan May 2011 - August 2013
Leader Bank September 2011 - September 2012
Saferide January 2009 - June 2011
TAGLIT- Birthright Israel Argentina November 2009 - June 2010
Skills
Teaching, Writing, Editing, Research, Excel, Photoshop, outlook, Word, Team Leadership, Organizational Structure, Customer Service, Employee Hiring, Outlook
Education
Northwestern University 2007 — 2011
BA, History and Political Science
Brentwood High School 2003 — 2007
High School
AndPlus LLC November 2014 - Present
Protem Partners August 2013 - Present
Massachusetts Boys State June 2007 - Present
Young Democrats of Massachusetts January 2013 - November 2014
Leader Bank November 2012 - November 2014
Jefferson R. Smith for Cambridge City Council July 2013 - October 2013
ProTek Recycling August 2012 - November 2012
Boston University Tsai Performance Center January 2009 - May 2012
U.S. House of Representatives August 2011 - December 2011
Oakmont Youth Soccer Club May 2005 - October 2011
Skills
Agile Project Management, Scrum, Agile Methodologies, Software Project..., Project Management, Project Portfolio..., Program Management, Social Networking, Leadership, Management, Social Media, Microsoft Office, Public Speaking, Resource Allocation, Politics, PowerPoint, Political Science, Policy, Policy Analysis, Government, Sales, Customer Service, Political Campaigns, Analysis, Fundraising, Adobe Creative Suite, Public Policy, Nonprofits, Research, Sound Design, Teaching, Access, Facebook, Writing, Microsoft Excel, Lighting Design and..., Policy Research, Political Polling, Market Intelligence, Market Research, Microsoft Word, Career Development..., Metrics Reporting, Performance Metrics
Education
Boston University 2008 — 2012
BA, History, Political Science, 3.80
Oakmont Regional High School 2004 — 2008
HS Diploma, AP US History, AP English Lit and Language
Leader Bank August 2012 - Present
Shoppers Stop August 2006 - June 2008
ING Vysya Bank Financial Services Ltd. December 2004 - July 2006
Ceasefire Industries Ltd May 1999 - March 2004
Skills
Employee Relations, Performance Management, Employee Engagement, Training & Development, Recruitment/Retention, Talent Management, Compensation & Benefit, Policy & Procedure..., HRIS Database Management, Employee Training, HRIS, Policy, HR Policies, Talent Acquisition, Deferred Compensation, Human Resources, Recruiting, Organizational..., Performance Appraisal, Management, Personnel Management, Job Descriptions, Training, Employee Benefits, Hiring, New Hire Orientations, Payroll, Applicant Tracking..., Interviews, Coaching, Screening, Onboarding
Education
Symbiosis institute of Management Studies 2001 — 2005
MBA, Master of Business Administration in Personnel Management & Industrial Relations ( Specilization HR)
CMC Computers Ltd. 2000 — 2002
Computer Diploma in Software Technology
Leader Bank November 2012 - Present
Central Cooperative Bank AD Skopje June 2000 - November 2012
Skills
Banking, Credit Analysis, Credit, Loans, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Investments, Credit Risk, Mortgage Lending, Asset Management, Retail Banking, Loan Origination, Career Counseling, Financial Planning, Finance, Loan Originator, CRA...
Education
Northeastern University 1994 — 1997
BSBA, Finance
New England College of Business and Finance 1989 — 1994
Associates in Business Administration, Bank Operations
Philips September 2015 - Present
Public Consulting Group June 2014 - September 2015
Leader Bank November 2012 - June 2014
The Locator Services Group Ltd. September 2011 - May 2012
Boston University September 2010 - May 2011
Skills
Microsoft Excel, Account Reconciliation, Research, General Ledger, Accounts Payable, Microsoft Office, Invoicing, PowerPoint, Microsoft Word, Outlook, Data Entry, Accounting, Analysis, Finance, Facebook, Social Media, Social Networking, Spreadsheets, File Management, Data Analysis, Organization, Highly detail oriented, Personal Income Tax..., Calyx Point, G/L Reconciliations, Organization &..., Accounts Receivable, Bank Reconciliation, Microsoft Dynamics SL, Financial Analysis, Auditing, Payroll, Journal Entries, Variance Analysis, Fixed Assets, Internal Audit
Education
Boston University - School of Management 2009 — 2012
Bachelor of Business Administration
Montgomery College 2008 — 2009
College Institute
Thomas S. Wootton High School 2005 — 2009
High School Diploma
Leader Bank February 2011 - Present
Southeast Missouri State University January 2009 - July 2010
Aryans Communication Link Pvt Ltd. 2005 - 2007
Skills
Business Development, Accounting, Strategic Planning, Business Analysis, Loans, Management, Customer Service, Credit Analysis, Business Strategy, Financial Analysis
Education
Southeast Missouri State University 2008 — 2010
Master of Business Administration (MBA), Finance, General
Delhi University 2004 — 2006
Bachelor's degree, Accounting and Finance
Leader Bank January 2015 - Present
Redfin February 2014 - December 2014
Redfin June 2012 - February 2014
Redfin July 2011 - June 2012
Redfin June 2007 - July 2011
Wells Fargo March 2005 - November 2006
Paragon Properties September 2002 - March 2005
Skills
Real Estate, Real Estate Transactions, Foreclosures, First Time Home Buyers, Short Sales, Investment Properties, Contract Negotiation, Negotiation, Sales, Selling, Business Development, Mortgage Lending, Condos, Customer Service, Investors, Relocation, Residential Homes, Sellers
Education
University of Massachusetts Boston
Mortgage Financial November 2010 - Present
Leader Bank February 2007 - October 2010
Skills
Mortgage Underwriting, Mortgage Banking, Refinance, Mortgage Lending, FHA, Residential Mortgages, USDA, VA loans, Underwriting, Credit, Credit Analysis, Government Loans, Mortgage Marketing, FHA financing, Loan Origination
Education
Franklin Pierce College 1987 — 1989
Bachelor of Arts (BA), Communications
William Raveis Mortgage LLC August 2014 - Present
William Raveis Mortgage LLC November 2012 - July 2014
Howard J Rock, Esq January 2012 - November 2012
Leader Bank February 2009 - February 2011
Leader Bank October 2007 - February 2009
Winchester Savings Bank November 2003 - September 2007
Winchester Savings Bank February 2006 - February 2007
Skills
Litigation, Legal Writing, Mortgage Lending, Credit, Mortgage Banking, Westlaw, Legal Assistance, Legal Research, Loans, Banking, Customer Service, Residential Mortgages
Education
Middlesex Community College 2004 — 2007
University of New England January 2013 - Present
Harvard Law School June 2011 - December 2012
Leader Bank October 2010 - June 2011
University of Maine August 2006 - January 2008
Congressman Michael Michaud January 2006 - May 2006
Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Leadership, Medical Education, Legal Education, New Innovations
Education
University of New England 2013 — 2014
Master's degree, Medical Education and Leadership
Suffolk University 2009 — 2010
Certificate, Paralegal
University of Maine 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Legal Studies
Kennebunk High School 2001 — 2005
Commonwealth of Massachusetts Notary Public
Leader Bank December 2014 - Present
McGladrey October 2013 - December 2014
Saint Anselm College Campus Ministry May 2012 - May 2013
The Saint Anselm Crier September 2011 - May 2013
The Saint Anselm College Academic Resource Center September 2010 - September 2012
The Hanover Insurance Group June 2012 - August 2012
Worcester County House of Corrections June 2011 - August 2011
Skills
Accounting, Leadership, Time Management, Sales, Microsoft Excel, Marketing Strategy, PowerPoint, Research, Social Media Marketing, Marketing, Auditing, Financial Analysis, Financial Accounting, Microsoft Word, Data Analysis, Data Entry, Business Writing, Financial Statements, Credit Analysis, Loan Underwriting, Finance, Microsoft Office
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Nichols College
Master of Business Administration (MBA), Finance/Accounting
Wachusett Regional High School 2005 — 2009
High School Diploma
Leader Bank August 2014 - Present
Leader Bank August 2014 - Present
Leader Bank September 2012 - Present
MIT August 2011 - September 2012
Skills
Passed CPA exam, General Ledger, Journal Entries, Accruals, Invoicing, Tax Preparation, Tax
Education
Umass Amherst 2006 — 2010
Bachelor's degree, Economics
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, 3.7
Malden High
Malden High
MountainOne Bank August 2014 - Present
Leader Bank January 2009 - August 2014
Peoples Mortgage Corporation/ 1st Mariner Mortgage January 1998 - December 2008
First Essex Bank November 1991 - December 1997
Skills
Mortgage Lending, FHA, Loans, Refinance, Mortgage Banking, Residential Mortgages, Loan Origination, VA loans, FHA financing, Rates, Real Estate Financing, Credit, Finance, Real Estate
Education
Boston College
Economics and Political Science
GE Capital January 2015 - Present
Leader Bank November 2013 - December 2014
Leader Bank July 2012 - November 2013
Foliage Properties LLC August 2011 - May 2012
Shilpa Tele service (India) Pvt Ltd May 2008 - May 2010
Skills
Analytical Abilities, Problem Solving, Decision Making Skills, Financial Modeling, Financial Analysis, Detailed Analysis, Accounting, Finance, Account Reconciliation, Data Analysis, Analytical Skills, Analysis, Financial Reporting, Forecasting, QuickBooks, Microsoft Office, PowerPoint, Market Research, Business Strategy, Microsoft Excel, Strategic Planning, Management
Education
Clark University 2010 — 2012
Masters of Business Administration, Finance and Accounting, 3.9
Presidency College 2005 — 2008
Bachelor of Commerce, Finance
Volt Workforce Solutions October 2013 - Present
Accounting Management Solutions October 2011 - October 2013
Harmon Law Offices, P.C. September 2010 - October 2011
Leader Bank September 2008 - September 2010
Commonwealth of Massachussetts, Secretary Galins's Office February 2010 - April 2010
Midge Belcourt CPA June 2005 - November 2005
Mortts Shoe Store July 2003 - May 2005
Skills
Microsoft Office, PCR, Outlook, Sage CRM, Recruiting, QuickBooks, Research, Corporate Law, Microsoft Excel, Microsoft Word, Customer Service, General Ledger, PowerPoint, Policy, Administrative..., Leadership, Human Resources, Administrative..., Temporary Placement, Training, Time Management, Management, Talent Acquisition, Applicant Tracking..., Employee Relations, Strategic Planning
Education
Lasell College 2013 — 2017
Master's degree, HR Management in process
Suffolk University 2008 — 2010
Baccalaureate Program; ABA-approved baccalaureate program; B.S, Paralegal Studies; paralegal studies; Applied Legal Studies
KeyBank January 2015 - Present
Citigroup Corporate and Investment Banking August 2010 - July 2014
Citigroup Corporate and Investment Banking April 2007 - August 2010
Argent Mortgage Company November 2003 - April 2007
leader bank 2002 - 2003
Todo1 2000 - 2001
Banco mercantil 1998 - 2001
Skills
Capital Markets, Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Investment Banking, Structured Products, Trading, Financial Risk, Middle Office, Credit Risk, Leadership, Financial Markets, Financial Structuring, Hedge Funds, Securitization, Financial Modeling, Equity Trading, Emerging Markets, Bonds, Fixed Income, Wealth Management, FX Options, Management, Series 7
Education
Boston University School of Law 2001 — 2002
LLM, Banking and Financial Law
Wipro EcoEnergy April 2012 - Present
Wipro Consulting March 2011 - March 2012
Leader Bank September 2010 - March 2011
Academic Technology Center, Bentley University May 2010 - December 2010
Deloitte Consulting, LLC October 2009 - May 2010
Epsilonium Software India (P.) Ltd September 2008 - December 2008
Pacific Consultants (HR) January 2007 - August 2008
Skills
Management Consulting, Information Management, Process Management, Process Improvement, Business Process, Leadership, Data Analysis, Analysis, Training, Recruiting, Management, Consulting, Software Documentation, Strategy, CRM, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Information and Process Management, Finance
Kanpur University
Master of Commerce
Chhatrapati Shahu Ji Maharaj University 2001 — 2004
B. Com, Commerce
Sir Padampat Singhania Education Center 1987 — 2001
Leader Bank February 2012 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Banking
Education
New England College of Business and Finance
Associate's degree, Accounting and Finance
Leader Bank January 2006 - Present
Revolution Partners July 2004 - October 2005
JPMorgan Private Bank, Structured Investments Group July 2003 - July 2004
Skills
Entrepreneurship, Retail Banking, Business Strategy, Commercial Lending, Financial Technology, Finance, Residential Mortgages, Financial Analysis, Risk Management, Strategic Planning, Management, Sales Management, Financial Modeling, Real Estate
Education
Harvard Business School 2009 — 2011
MBA, Management
Georgetown University - The McDonough School of Business 1999 — 2003
BSBA, Finance, Economics
Leader Bank December 2014 - Present
Mortgage Master, Inc. April 2013 - November 2014
Connecticut Home Mortgage 2010 - 2013
Landmark Financial Group 1996 - 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, FHA, Residential Mortgages, USDA, VA loans, Credit, FHA financing, Consumer Lending, Credit Analysis, Banking, Justice of the Peace, Reverse Mortgages, VA Loans, FHA Financing
Education
University of Hartford 1984 — 1986
Master of Business Administration (MBA), Finance, General
MutualOne Bank January 2014 - Present
Leader Bank March 2012 - October 2013
MetLife Home Loans October 2011 - March 2012
Bank of America June 2006 - October 2011
Countrywide Home Loans August 2003 - May 2006
SunGard October 2000 - April 2002
Chase Manhattan Corporation January 1999 - October 2000
Kemper Insurance January 1998 - December 1998
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Lending, Credit Risk, Financial Analysis, Client Relations Skills, Loans, Underwriting, Home Equity Loans, Financial Risk, Finance, Refinance, FHA, Credit Analysis
Education
Ithaca College 1992 — 1994
BS, Finance
Bentley University 1990 — 1992
Manhasset High School
Leader Bank August 2012 - Present
Law Office of Attorney Peter Kelley August 2010 - August 2012
Troiani/Kivitz LLP May 2005 - August 2010
Skills
Legal Research, Negotiation, Mortgage Lending, Banking, Leadership, Trials, Legal Writing, Westlaw, Management, Litigation, Civil Litigation, Courts, FNMA, Finance, Editing
Education
Massachusetts School of Law 2009 — 2012
Doctor of Law (JD), Litigation
Lock Haven University of Pennsylvania 2005 — 2009
Bachelors of Science, Political Science and Philosophy
Leader Bank February 2015 - Present
Skills
Banking, Credit, Customer Service, Mortgage Lending
Education
Salem State University 2007 — 2011
Leader Bank September 2008 - Present
GMAC Mortgage March 2008 - September 2008
Drew Mortgage Associates November 2003 - April 2008
Razorfish 1998 - 2000
CompUSA 1998 - 1999
Skills
Referrals, Mortgage Lending, Refinance, Real Estate, Customer Service, VA loans, Sales Management, Loan Origination, Management, Underwriting, Mortgage Banking, First Time Home Buyers, FHA financing, Marketing Strategy, Investment Properties, Residential Mortgages, Investors, Loans, FHA, Investments, Networking, Short Sales, New Business Development, Public Speaking, USDA, Credit, Construction Loans, Mortgage Underwriting, Credit Analysis, Real Estate Financing, Banking, Consumer Lending, Residential Homes, Finance
Education
Keene State College 1994 — 1998
BS, Business Management
Timberlane Regional Highschool 1991 — 1994
Diploma, General Studies
Leader Bank June 2015 - August 2015
Northway Technologies May 2014 - August 2014
Zebra's Bistro June 2013 - August 2013
McGolf Incorporated June 2013 - August 2013
Skills
Econometrics, Economics, Public Speaking, Economic Research, Data Analysis, Microsoft Excel, Financial Analysis, Stata, Statistics, Leadership, Market Research, Social Media, Analysis
Education
Bates College 2013 — 2017
Student, Economics
Medfield High school 2009 — 2013
High School
WinnCompanies May 2014 - Present
WinnCompanies August 2011 - April 2014
Leader Bank September 2006 - July 2011
Leader Bank September 2004 - September 2006
Skills
Accounting, General Ledger, Account Reconciliation, Financial Modeling, Microsoft Excel, Yardi, Microsoft Office, Bank Reconciliation, Budget Process, PowerPoint, Budgets, Cash Flow, Financial Statements, Analysis, Variance Explanations, Finance, Variance Analysis, Auditing, Calyx Point, Forecasting, Financial Analysis, Fixed Assets, Fiserv/FMS Accounting..., Accounts Payable, Project Planning, Software Implementation, Budgeting, Process Improvement, Journal Entries, Banking, Financial Accounting
Education
Bryant College 2000 — 2004
Bachelor of Science in Business Administration, Concentration: Accounting
American Bankers Association 2007 — 2011
Bank Financial Management
Leader Bank September 2015 - Present
Leader Mortgage Co May 2000 - September 2015
Skills
Loans, Mortgage Lending, Loan Origination, Investments, Real Estate, Condos, Sellers, Residential Homes, REO, FHA, Short Sales, Investors, Relocation, Foreclosures, Investment Properties, First Time Home Buyers, Finance, Single Family Homes, Referrals, Buyer Representation, Credit, Real Property, New Home Sales, Real Estate Transactions, Selling, Luxury, Property Management, Seniors, HUD, Real Estate Financing, Mortgage Banking, Refinance, Brokerage, VA loans, Government Loans, Residential Mortgages, Underwriting, USDA, Title Insurance, Reverse Mortgages, Construction Loans, Property, FHA financing, Commercial Real Estate, Certified Mortgage..., Loss Mitigation, Real Estate Development, Real Estate Economics, Commercial Mortgages, Commercial Lending
Education
Lasell College
Avidia Bank May 2011 - Present
Leader Bank July 2009 - April 2011
Jackson Funding, LLC September 2008 - July 2009
GMAC Mortgage September 2007 - September 2008
Mortgage Link, LLC August 2002 - September 2007
Nation One Mortgage December 2001 - July 2002
Mortgage Master, Inc. July 1996 - December 2001
Tonneson & Company, CPA October 1994 - July 1996
Skills
Mortgage Lending, Mortgage, FHA, Credit, Conventional, Real Estate, Financial Planning, Finance, Strategic Financial..., Underwriting, Refinance, Mortgage Banking, Loans, Insurance, Reverse Mortgages, Sales, Banking, Loan Origination, Mortgage Marketing, Commercial Lending, Credit Analysis, Funding, Mortgage Underwriting, VA loans, Residential Mortgages, Credit Risk, Financial Analysis, Real Estate Financing, Commercial Banking, Risk Management, Financial Risk, Team Building, Financial Services, Loan Servicing, Home Equity Loans, Home Equity Lines of..., Cross Selling, First Time Home Buyers, Debt Consolidation, Relationship Management, Customer Service, VA Loans
Education
Bentley University 1990 — 1994
Bachelor of Science, Accounting
Winchester Housing Authority March 2013 - Present
Bowes Real Living Real Estate 2008 - Present
Children's Room Center for Grieving Children 2008 - Present
Leader Bank 2003 - Present
Town of Arlington 1997 - April 2011
Polaroid Corporation 1975 - 2007
Children's Room Center for Grieving Children and Teenagers, Inc. April 2001 - 2006
Polaroid Corporation 1999 - 2002
Skills
Customer Service, Policy, Contract Management, Public Speaking, Contract Negotiation, Real Estate, Management, Residential Homes, Coaching, Negotiation, Social Media, Buyer Representation, Single Family Homes, First Time Home Buyers, Sales, Selling, Investment Properties, Sellers, Strategic Planning, Leadership
Education
Curry College
B.A., Business Management
Northeastern University
A.S., Management and Information Systems
BlackRock December 2014 - Present
Moors & Cabot November 2011 - November 2014
Leader Bank August 2011 - November 2011
Skills
Investments, Financial Markets, Customer Service, Portfolio Management, Strategic Financial..., Series 7, Series 66, Wealth Management, Equities
Education
St. Lawrence University 2007 — 2011
Bachelor of Arts, History, Canadian Studies & European Studies
Payap University 2010 — 2010
Chiang Mai, Thailand
Anglo-americká vysoká skola, Anglo-American University 2009 — 2009
Prague, Czech Republic
Dover-Sherborn Regional High School
Leader Bank March 2015 - Present
RBS Citizens Financial Group August 2013 - November 2014
Peet's Coffee & Tea October 2010 - May 2013
The Commonwealth of Massachusetts September 2012 - January 2013
Cubist Pharmaceuticals May 2009 - January 2012
Skills
Lifesciences, Biotechnology, Pharmaceutical Industry, Business Analysis, Infectious Diseases, Leadership, Clinical Trials, Banking, Customer Service, Financial Analysis, Life Sciences, Management, Sales
Education
University of Massachusetts Boston 2009 — 2013
Major in Political Science / Minor in Economics
eSecLending August 2014 - Present
KPMG November 2012 - July 2014
Massachusetts Bar Association, Young Lawyers Division September 2011 - September 2013
Middlesex Savings Bank August 2011 - November 2012
Leader Bank November 2010 - July 2011
Eaton Vance October 2010 - November 2010
Lawson & Weitzen, LLP August 2008 - June 2010
Exemplar Law Partners, LLC May 2008 - August 2008
Skills
Russian, Spanish, Westlaw, LexisNexis, Outlook, Word, Excel, Access, Lotus Notes, QuarkXPress, Corporate Law, Banking Law, Compliance, Regulatory Agencies, Due Diligence, Banking, PowerPoint, Securities, Real Estate, Analysis, Licensing, Corporate Finance, Legal Compliance, Corporate Governance, Legal Writing, Financial Analysis, Risk Management, Insurance, Microsoft Excel, Loans, Bankruptcy, Financial Modeling, Securities Regulation, Litigation, Credit, Microsoft Word, Mergers & Acquisitions, Capital Markets, Finance, Investments, Legal Research, Mortgage Lending, Commercial Lending, Joint Ventures, Commercial Litigation, Negotiation, Private Equity, Commercial Banking, Financial Services, Research
Education
Suffolk University Law School 2007 — 2010
J.D.
Bentley University 2004 — 2007
Bachelors, Economics-Finance
Exiger Diligence July 2015 - Present
GDC Consulting, Washington DC June 2014 - Present
International Monetary Fund June 2014 - July 2015
Kroll September 2013 - May 2014
International Affairs Review September 2012 - May 2014
U.S. Chamber of Commerce January 2014 - February 2014
U.S. International Trade Commission June 2013 - August 2013
U.S. Department of Commerce September 2012 - January 2013
Leader Bank November 2010 - August 2012
Institute for Social Sustainable Development, Tecnológico de Monterrey June 2010 - August 2010
Education
The George Washington University 2012 — 2014
Master of Arts (M.A.), Elliott School of International Affairs: International Trade and Investment Policy
Tecnológico de Monterrey 2010 — 2010
History of Mexico
Boston University 2006 — 2010
B.A., International Relations and Political Science
Pontificia Universidad Católica del Perú 2009 — 2009
Peruvian Politics; Latin American Literature
East Anchorage High 2002 — 2006
Leader Bank May 2014 - Present
Building Bridges Through Music Inc January 2007 - Present
Brookline Bank February 2008 - May 2014
West Medford Community Center October 2008 - March 2014
Eastern Bank May 1994 - January 2008
Skills
Small Business Lending, Retail Banking, Commercial Lending, Loans, Deposits, Real Estate, Credit, Commercial Banking, Banking, Consumer Lending, Branch Management, Mortgage Lending, Lines Of Credit, Credit Analysis, Cross Selling, Management
Education
New England College of Business
Master’s Degree, Business Administration and Management, General
New England College of Business and Finance 2013 — 2014
Bachelor's degree, Business Administration and Management, General
New England College of Business and Finance 2006 — 2009
Associates of Science, Business Administration
Babson College 2005 — 2006
Certificate, Financial Studies
New England Banking Institute 1996 — 1997
Management and Financial Services
Leader Bank August 2015 - Present
Scentsy, Inc. November 2010 - Present
Citizens Bank January 2004 - August 2015
Skills
Sales, Leadership, Customer Service, Process Improvement, Management, Microsoft Office, Public Speaking, Coaching, Training, Microsoft Word, Social Media, Operations Management, Foreign Exchange, Notary Public, Cash Management, Wire Transfers, Business Development, Mortgage Lending, Consumer Lending, Regulatory Compliance, Compliance Management, Mentoring, Banking, Financial Services, Auditing
Education
Middlesex Community College 1990 — 1991
Associate of Arts and Sciences (AAS), Criminal Justice
Leader Bank May 2015 - August 2015
Dunkin Donuts June 2014 - August 2014
Skills
FMS, General Ledger, Accounts Payable, Navigator, Microsoft Office, Microsoft Excel, Teamwork
Education
Bryant University 2013 — 2017
Bachelor of Science Business Administration, Finance, General, Junior
Wilmington High School 2009 — 2013
Liberty Bay Credit Union May 2015 - Present
Citizens Financial Group April 2011 - April 2013
Leader Bank May 2009 - March 2011
Skills
Mortgage Lending, Loans, Credit, Credit Analysis, Banking, Underwriting, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, First Time Home Buyers, Portfolio Management, Real Estate, Finance, FHA financing, Financial Analysis, Investment Properties, Investments, Commercial Lending, FHA Financing
Education
Ithaca College
BS
SUNY Delhi 1981 — 1983
Associate's degree, Business Administration and Management, General
BNP Paribas January 2015 - Present
Doral Bank August 2012 - January 2015
Leader Bank 2009 - 2012
Comerica Bank 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Customer Service, Financial Analysis, Investments, Loans, Portfolio Management, Financial Risk, Microsoft Office, Credit, Commercial Lending, Credit Analysis, Banking, Asset Managment, Finance, Commercial Banking, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Business Administration, MBA
Bentley University 2003 — 2007
Bachelor of Science, Finance
Capital Crossing Servicing Company LLC February 2014 - Present
Leader Bank August 2012 - November 2013
Prime Property Group 2010 - August 2012
Leary & Company, Inc. Public Relations May 2009 - August 2009
Boston College Athletic Department January 2008 - May 2008
Education
Penn State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Anglo-American University, Prague
Leader Bank July 2015 - Present
McNeil, Gray and Rice May 2014 - September 2014
Skills
Public Relations, Microsoft Office, Public Speaking, PowerPoint, Social Media
Education
Quinnipiac University 2011 — 2015
Bachelor’s Degree, Communications/ Public Relations, Cum Laude
Walpole High School 2007 — 2011
US bank October 2013 - Present
The Cooperative Bank May 2013 - July 2013
Leader Bank August 2012 - March 2013
CRISIL May 2008 - October 2009
Edelweiss Securities Ltd June 2007 - July 2007
HDFC Bank June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Banking, Equity Research, Analysis, Valuation, Portfolio Management, Investments, Finance, Credit, Loans, Credit Analysis, Financial Risk, Risk Management, Credit Risk, Relationship Management, Commercial Banking, Retail Banking, Fixed Income
Education
Northeastern University 2013 — 2015
Master's Degree, Finance, General
Boston Institute of Finance 2010 — 2011
2011, Certificate in Financial planning
Welingkar Institute of Management 2006 — 2008
MMS, Finance
SIES College 2002 — 2005
Bachelor of Business Administration (BBA), Finance and econometrics
St Joseph's Convent
Needham Bank October 2013 - Present
Leader Bank November 2010 - October 2013
Skills
Loans, Mortgage Lending, Commercial Lending, Lines Of Credit, Residential Homes, Commercial Real Estate, Insurance, Home Equity Lines of..., Loan Modifications, Customer Service, Mortgage Banking, Credit, Credit Analysis, FHA, Refinance, Loan Origination, Banking, Internal Audit, Underwriting, USDA
Education
Framingham State University 2004 — 2008
Bachelor’s Degree, Business Administration
Leader Bank May 2015 - August 2015
Leader Bank June 2014 - August 2014
Babson College August 2013 - May 2014
Smart Charger October 2012 - April 2013
Duvalauto.com July 2012 - August 2012
Club de ski Mont-Ste-Anne November 2010 - April 2011
Au Pair June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, English, French, Encompass, Spanish, International Economics, Leadership, Management, Analysis, Entrepreneurship, Social Networking
Education
Babson College 2012 — 2016
Bachelor's Degree, Concentrating in Economics and Global Business Management
Appleby College 2011 — 2012
IES Abroad
Study Abroad Program, International and European Economics and Trade Relations, EU Politics, German, 3.89
Leader Bank December 2012 - Present
NE Moves Mortgage, LLC July 1996 - November 2012
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Refinance, FHA, Credit, Residential Mortgages, Credit Analysis, Commercial Lending, Banking, Underwriting, Financial Analysis, 20 years lending..., USDA, Mortgage Marketing
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Legal Studies, General
Canton High School 1990 — 1994
Leader Bank August 2014 - Present
WBZ-FM 98.5 The Sports Hub September 2012 - Present
Town of Belmont December 2013 - July 2014
JNJ Sacca Inc. June 2010 - July 2014
The Golf Zone May 2011 - August 2011
Tomorrow's Stars 2007 - 2010
Skills
Microsoft Office, Expression Web, XHTML, Social Networking, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Facebook, Outlook, SPSS, YouTube, Teamwork, Event Planning, Accounting, Windows, Prezi
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Accounting
Bentley University 2010 — 2014
Bachelor of Science (BS), Accounting
Stoneham High School 2008 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 2010
Malden Catholic 2006 — 2008
Liberal Arts and Sciences/Liberal Studies, 2010
Leader Bank February 2012 - Present
Goodwin Procter LLP September 2005 - February 2012
Boston University School of Law May 2003 - June 2004
Skills
Trials, Litigation, Class Actions
Education
Boston University School of Law 2002 — 2005
J.D., Law
Rice University 1998 — 2002
Batchelor of Arts, Biology
Leader Bank March 2015 - Present
Illinois State University August 2014 - December 2014
Campus Recreation at Illinois State University April 2014 - December 2014
Campus Recreation at Illinois State University May 2013 - May 2014
Campus Recreation at Illinois State University October 2012 - May 2013
Illinois State University August 2012 - May 2013
Employee Benefits By Design May 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Data Analysis, Microsoft Word, Microsoft Office, Management, Research, Sales, Leadership, PowerPoint, Social Media, Teamwork, Risk Management, Event Planning, MS Excel Pivot Tables, Time Management, Business Writing, Stock Market Analysis, Economic Research, Cash Handling, Reconciling Reports, Public Speaking, Real Estate Financing, Financial Analysis, Outlook, International Finance, Adobe Acrobat, Volunteering, Mac OS X Server, Financial Forecasting, CRM Integration, Windows 8, HTML, Organization Skills
Education
Illinois State University 2012 — 2014
Bachelor's degree, Finance and Agribusiness
University of Saint Francis 2010 — 2012
Finance, General
Mortgage Network, Inc. September 2015 - Present
Leader Bank August 2012 - August 2015
Hill House June 2012 - August 2012
Claro Advisors LLC June 2012 - August 2012
Bates College September 2011 - May 2012
Hoop Basketball Camp 2009 - 2011
Skills
Community Outreach, Fundraising, Microsoft Excel, Nonprofits, PowerPoint, Teaching, Teamwork, Program Management, Social Media, Public Speaking, Data Analysis, Facebook, Higher Education
Education
Bates College 2008 — 2012
Bachelor of Arts (BA), History, Asian Studies
Bates College 2008 — 2012
American History (United States)
Leader Bank December 2014 - Present
Leader Bank November 2012 - Present
CambridgePort Community School January 2009 - January 2012
East Cambridge Savings Bank January 2006 - January 2007
Skills
Portuguese, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Management, Financial Analysis, Access, Mortgage Lending, Public Speaking, Loans, Banking, Dunking, Customer Service, FHA, Microsoft Office, Credit
Education
University of Massachusetts 2007 — 2012
Bachelor of Science, Business Administration – Management
University of Massachusetts Lowell 2007 — 2012
Bachelor of Science, Business Management
BNP Paribas July 2010 - Present
JP Morgan Chase & Co June 2009 - August 2009
Leader Bank February 2003 - June 2008
Skills
Portfolio Management, Mergers, Mergers & Acquisitions, Valuation, Trading
Education
Duke Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Mumbai
Bachelor of Commerce, Business/Commerce, General
Firestone Financial September 2013 - Present
Leader Bank August 2012 - August 2013
Skills
Loans, Credit, Credit Analysis, Mortgage Lending, Banking, Mortgage Banking, Refinance, FHA, Financial Analysis, Commercial Lending, Residential Mortgages, Real Estate Economics, Mortgage Underwriting, Valuation, Microsoft Word, Customer Service
Education
Bates College 2008 — 2012
Economics
Phillips Exeter Academy 2007 — 2008
GMH Mortgage Services LLC March 2014 - Present
Sage Bank - Formerly Omega Mortgage/Lowell Bank October 2011 - March 2013
Prospect Mortgage, LLC March 2011 - September 2011
Leader Bank September 2008 - March 2011
National City Mortgage September 2001 - December 2006
Digital Equipment Corporation January 1995 - 2001
Wang Labs 1979 - 1993
Skills
FHA, Loans, Refinance, Customer Relations, Customer Service, Strategic Planning, Real Estate, Financial Analysis, Problem Solving, Account Management, Mortgage, Mortgage Lending, Investment Properties, First Time Home Buyers, Investors, Referrals, MassHousing Rehab, Investments, Commercial Mortgages, Rates, Finance, Credit, Banking, Construction Loans, Residential Homes, Reverse Mortgages, Condos, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, USDA, Loan Origination, Real Estate Financing
Education
D'Amore-McKim School of Business at Northeastern University 1979 — 1981
MBA, Business
Columbia University - Fu Foundation School of Engineering and Applied Science 1975 — 1977
BSIE, Engineering
BlackRock June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2012 - June 2014
Goldman Sachs- Family Office June 2011 - August 2012
The Ayco Company, Goldman Sachs June 2010 - June 2011
Leader Bank January 2010 - May 2010
Palio June 2009 - August 2009
Skills
Investments, Private Equity, Valuation, Asset Management, Finance, Investment Strategies, Analysis, Estate Planning, Financial Structuring, Real Estate, Financial Modeling, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Equity Research, Investment Banking, Corporate Finance, Derivatives, Portfolio Management, Asset Allocation, Financial Analysis
Education
Tufts University 2006 — 2010
Bachelors, Quantitative Economics
Harvard Business School July 2015 - Present
Harvard Business School September 2011 - Present
The Fessenden School September 2009 - Present
Leader Bank March 2009 - Present
Harvard Business School September 1994 - Present
Skills
Cost Accounting, Executive Compensation..., Board of Director..., Auditing, Corporate Governance, Corporate Training, Accounting, Acquisition Integration, Board of Directors, Business Strategy, Due Diligence, Restructuring, Internal Controls, Financial Accounting, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Modeling, Start-ups, Strategic Financial..., Strategic Planning, Executive Management, Valuation, Business Valuation, Process Improvement, Project Finance, Private Equity, Management Accounting, Strategy, Financial Analysis, Finance, M&A experience, Managerial Finance, Corporate Finance, Emerging Markets, Sarbanes-Oxley Act, Management Consulting, Healthcare Consulting, Mergers, Business Planning, Balanced Scorecard, Acquisitions, Strategic Consulting, IPO, Economics, Financial Planning
Education
Stanford University Graduate School of Business 1990 — 1994
PhD, Accounting
Indian Institute of Management, Ahmedabad 1988 — 1990
PGDM, Business Administration
Institute of Chartered Accountants of India 1985 — 1988
ACA, Accounting
PSBB 1971 — 1985
High School, High School/Secondary Diplomas and Certificates
Leader Bank November 2014 - Present
Northshore Bank July 2012 - November 2014
Bank of America July 2008 - July 2012
Wells Fargo Home Mortgage November 2001 - July 2008
Skills
Mortgage Lending, Loan Origination, Credit Analysis, Refinance, Loans, Mortgage Banking, Banking, Credit, Consumer Lending, Commercial Lending, Home Equity Loans, Underwriting, Retail Banking, Lines Of Credit, USDA, VA loans, FHA financing, Commercial Banking, Residential Mortgages, Certified Mortgage..., FHA, Construction Loans, Non-Conforming, Government Loans, Small Business Lending, Cross Selling, Home Equity Lines of..., Portfolio Management, VA Loans, FHA Financing, Finance, Real Estate
Education
Babson College 1980 — 1982
Master of Business Administration (M.B.A.), MBA
Northeastern University 1972 — 1976
Bachelor's Degree, Finance
J. Jill May 2015 - Present
The Rockport Company May 2014 - April 2015
Reebok December 2013 - May 2014
The Cumberland Gulf Group May 2013 - December 2013
Leader Bank September 2011 - April 2013
Nordstrom May 2010 - January 2011
Nordstrom September 2010 - October 2010
Nordstrom May 2009 - May 2010
Martin + Osa November 2008 - May 2009
Skills
MicroStrategy Reporting, SAP BI, Merchandising, Retail Sales, Leadership, Fashion, Sales Management, Microsoft Office, Training, Visual Merchandising, Analysis, Team Building, Outlook, Microsoft Excel, Attention To Detail, Retail Industry, General Office Duties, Fashion Retail, Customer Service, Shoes, Womens Apparel, Women's Shoes, Multiple Duties, Inventory Management, Able To Multi-task, Product Knowledge, Data Entry, Personal Styling, Administration, Apparel, Styling, Mortgage Lending, Store Operations, Trend, Merchandise Planning, Telephone Skills, POS, Inventory Control, Microsoft Word, PowerPoint, Social Media, Social Networking, Team Leadership, Market Research, Social Media Marketing, Communication Skills, Organization &..., Calyx Point, Tactical Sales Planning, Retail
Education
Lasell College 2009 — 2012
Master’s Degree, Business Management
Lasell College 2003 — 2009
Bachelor’s Degree, Fashion and Retail Merchandising
Leader Bank August 2015 - Present
Leader Mortgage Company December 2009 - August 2015
VJA Construction April 2007 - July 2009
Skills
Mortgage, Purchase, Home, Residential, Refinance, Mortgage Lending, Credit, FHA, Loans, Investment Properties, Mortgage Banking, First Time Home Buyers, Residential Mortgages, FHA financing, Certified Mortgage..., Reverse Mortgages, Loan Origination, Residential Homes, Real Estate, Finance, Sales, Leadership
Education
University of Central Florida 2006 — 2008
Legal Studies
University of Central Florida 2006 — 2008
Legal Studies
North Shore Community College 2004 — 2005
hwrhs
Fairway Independent Mortgage Corporation November 2014 - Present
Berkshire Bank August 2012 - November 2014
Bankers Advisory January 2012 - August 2012
Leader Bank July 2010 - January 2012
First Commons Bank July 2009 - July 2010
Financial Crossing, Inc. January 2007 - July 2009
Washington Mutual Bank November 2005 - December 2006
Fieldstone Mortgage Company 2003 - 2005
MGIC 1998 - 2004
Skills
Banking, Loans, Mortgage, FHA, Underwriting, Process Improvement, Mortgage Lending, Credit Analysis, Loan Origination, Portfolio Management, Management, Credit, Finance, Mortgage Banking, Product Management, Financial Analysis, Commercial Mortgages, Commercial Banking
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
Leader Bank February 2013 - Present
Leader Bank January 2009 - February 2013
Constellation NewEnergy November 2007 - November 2008
Prime Mortgage Financial, Inc. (defunct) December 2005 - July 2007
Amerihome Mortgage, Inc. 1997 - 2005
Skills
Loans, Loan Origination, Underwriting, Mortgage Lending, Real Estate Financing, Finance, Credit, Mortgage Banking, Credit Analysis, Banking, Residential Mortgages, Refinance
Education
Mindworks 2001 — 2001
Cert., Microsoft, Cisco, CompTIA
Beloit College 1994 — 1997
BA, Anthropology, add'l focus in Mathematics
Simon's Rock College of Bard 1992 — 1993
Kenwood Academy 1990 — 1992
Leader Bank August 2015 - Present
Leader Mortgage August 2010 - August 2015
CS Financial July 2006 - August 2010
Worcester Controls 1995 - 2000
Skills
Loans, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Credit, Real Estate, Investment Properties, First Time Home Buyers, Finance, FHA financing, Commercial Lending, Residential Homes, Underwriting, Construction Loans, Real Estate Economics, Real Estate Financing, Commercial Mortgages
Education
Northeastern University 2012 — 2014
Finance and Accounting Management
Wentworth Institute of Technology 1995 — 1998
Leader Bank August 2013 - Present
1-800-East-West Mortgage September 2004 - August 2013
Capital Crossing Bank 1998 - 2006
ABN AMRO 1986 - 1996
Skills
Budgeting, Microsoft Office, Business Continuity, Disaster Recovery, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1983
Master of Business Administration (MBA)
Fairway Independent Mortgage Corporation March 2015 - Present
Leader Bank April 2012 - March 2015
Wells Fargo Home Mortgage November 2010 - April 2012
Skills
Loan Origination, Real Estate, Mortgage Lending, Mortgage Banking, Loans, Refinance, Team Building, FHA, Sales, Account Management, Salesforce.com, Residential Mortgages, Credit, Marketing, Business Development, Marketing Strategy, Banking, Sales Management, Selling, First Time Home Buyers, Customer Service, Negotiation, Condos, New Business Development
Education
California State University-Northridge 1985 — 1993
BS, Political Science and Government
California State University-Northridge 1985 — 1992
Minor, Mechanical Engineering
Massachusetts House of Representatives January 2011 - Present
Needham Bank March 2014 - Present
Leader Bank August 2009 - February 2014
Skills
Management, Credit, Customer Service, FHA, Financial Analysis, First Time Home Buyers, Fundraising, Investment Properties, Investments, Legislation, Legislative Relations, Loan Origination, Loan Servicing, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Mortgage Lending, Negotiation, Policy, Political Campaigns, Public Policy, Public Speaking, State Government, Strategic Planning, Super Jumbo, Team Building, Referrals, Real Estate, Community Outreach, Government, Leadership, Policy Analysis, Social Media, Finance, Banking, Nonprofits, Residential Homes, Public Relations, Community Development, Volunteer Management, Politics, Program Management, Commercial Lending
Education
Bryant University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Leader Bank August 2011 - Present
Cambridge Trust Company September 2003 - August 2011
Cambridgeport Bank 2003 - 2006
Citizens Bank 1996 - 2000
Bank of Boston 1990 - 1994
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Credit Analysis, New Business Development, Banking, Branch Banking, Mortgage Lending, Commercial Banking, Management
Education
Malden High School 1978 — 1982
Boston College
Leader Bank February 2012 - Present
Leader Bank March 2008 - February 2012
Skills
Banking, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Management, Process Improvement, Business Development, Negotiation, Business Analysis, Team Building, Strategic Planning, Finance, Data Analysis, Budgets
Education
University of Missouri-Rolla 2004 — 2007
Bachelors of English, English & Psychology
Northwest Missouri State University 2002 — 2004
Associate of Science, Physics
Leader Bank August 2015 - Present
Leader Bank April 2013 - Present
The Hanover Insurance Group October 2011 - April 2013
Admirals Bank December 2010 - July 2011
Rockland Trust August 2008 - December 2010
Wolf and Company, P.C. July 2005 - August 2008
Skills
SEC filings, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, US GAAP, Internal Audit, CPA, General Ledger, Financial Accounting, Enterprise Risk..., Risk Management, Sarbanes-Oxley, QuickBooks, Financial Modeling, Revenue Recognition, Due Diligence, Income Tax, Tax Preparation, SAS70
Education
Fitchburg State University 2000 — 2005
Business Adminstration, Accounting
Leader Bank July 2015 - Present
Leader Bank June 2014 - July 2015
Blue Hills Bank February 2014 - June 2014
Poli Mortgage Group Inc November 2012 - February 2014
Equity Now, Inc June 2007 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Mortgage Lending, Residential Mortgages, Mortgage Banking, Refinance, Credit Analysis, Facebook, Social Media, Marketing, Salesforce.com, Loan Origination
Education
Stonehill College 2002 — 2006
Bachelor's, Fine Arts
Leader Bank September 2008 - Present
Boston University January 1978 - Present
Boston University January 1978 - September 2008
WKM, LLC January 2005 - January 2007
The Equity Company January 2004 - January 2006
Shining Rock Golf Community January 2002 - January 2004
McNeil Real Estate Group January 1995 - January 2001
MassHousing January 1980 - August 1981
Skills
Financial Modeling, Real Estate, Real Estate Economics, Residential Homes, Data Analysis, Financial Analysis, Market Research, Investment Properties, Affordable Housing, Valuation, Finance, Management, Negotiation, Due Diligence, Investments, Teaching, Microsoft Excel, Entrepreneurship, Corporate Finance, Market Analysis, Real Estate Development, PowerPoint, Asset Management, Marketing Strategy
Education
Boston University 1969 — 1971
MBA, Management and Marketing
Boston University Questrom School of Business 1969 — 1971
MBA, real estate - business
Rutgers University-New Brunswick 1965 — 1969
BSCE, Engineering
Advent International July 2013 - Present
Wellington Management December 2012 - July 2013
Leader Bank February 2011 - December 2012
Leader Bank July 2010 - February 2011
U.S. Bank Corporate Trust Services November 2009 - May 2010
Wayside Wealth Management September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Financial literacy, Account Reconciliation, Loans, General Ledger, Financial Analysis, Asset Managment, Risk Management, Microsoft Excel, Banking, Microsoft Word, Business Development, Research, Microsoft Office, Analysis, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Investments
Harvard Extension School 2012 — 2012
Accounting and Finance
Ohio Wesleyan University 2005 — 2009
BA, Economics, Spanish
Northeastern University
Leader Bank August 2010 - Present
Early Stage Partners April 2009 - September 2009
Accenture 2004 - 2008
A.G. Edwards 2003 - 2004
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Bates College 1999 — 2003
St. Ignatius High School 1995 — 1999
Workers' Compensation Bureau October 2008 - Present
Leader Bank February 2006 - September 2008
Citizens Bank August 2003 - February 2006
Cambridgeport Bank June 2000 - July 2003
Skills
Employee Benefits, Banking, Employee Relations, Management, Human Resources, HRIS, Underwriting, Personnel Management, Recruiting, Onboarding, Relationship Management, Talent Acquisition
Education
Northeastern University 1993 — 1998
Business, HR and Marketing
Leader Bank January 2015 - Present
Washington Trust Mortgage Company September 2011 - December 2014
Bank of America January 2007 - September 2011
Wells Fargo Home Mortgage February 1997 - December 2006
Improper Bostonian January 1991 - February 1993
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, Residential Mortgages, Investment Properties, Finance, Real Estate, Residential Homes, Banking, Construction Loans, Credit Analysis, Management, Mortgage Marketing
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts, Economics and Sociology
Leader Bank SVP & CFOSouth Shore CoOperative Now SBank2004 - January 2006
Education
Suffolk University - Sawyer Business School 1970 — 1972
BSBA, Finance & Banking
NimNim March 2014 - Present
AppNeta June 2013 - February 2014
AppNeta November 2012 - May 2013
Houghton Mifflin Harcourt May 2011 - December 2011
nSphere April 2011 - May 2011
New England Office Supply January 2010 - May 2010
Leader Bank July 2009 - December 2009
State Street July 2008 - December 2008
Skills
Salesforce.com, CRM, Microsoft Office, Business Intelligence, Market Research, Intellectually Curious, Enthusiastic..., Opportunity..., Sales, Lead Generation, Competitive Analysis, Business Development, Enterprise Software, Web Applications, Hardwork, Email Marketing, SaaS, Management, Analytics, Marketing, Start-ups, Entrepreneurship, Strategy, Leadership, Marketing Strategy
Education
Northeastern University 2007 — 2011
Bachelor of Science, Business Administration
ESIC: Business & Marketing School 2010 — 2010
St. Columbas
St. Columbas
Sherborn Development Group LLC 2003 - Present
Leader Bank 2009 - 2014
Education
Bentley University 1990 — 1992
University of Massachusetts, Amherst 1985 — 1989
Comm. Ave. Associates September 2012 - May 2015
Leader Bank August 2012 - August 2013
Skills
Business Development, Market Research, Mortgage Lending, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Market Analysis, Management, FHA, Real Estate, Loans, Mortgage Banking, Research
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration; Finance
Leader Bank November 2013 - Present
Inlanta Mortgage July 2013 - November 2013
Bank of America April 2008 - July 2013
Wells Fargo September 2001 - April 2008
Skills
Mortgage Lending, First Time Home Buyers, FHA, Jumbo Mortgage, USDA, Loan Origination, Mortgage Banking, Residential Mortgages, Government Loans, VA loans, Refinance, Construction Loans, Reverse Mortgages, FHA financing, Mortgage Underwriting, Certified Mortgage..., Non-Conforming, Commercial Mortgages, Commercial Lending, Credit, Real Estate Financing, Investment Properties, Loss Mitigation, Consumer Lending, 203K, Underwriting, Credit Analysis, Real Estate Economics, Foreclosures, Referrals, REO, HUD, Investors, Real Estate, Short Sales, Loan Servicing, Real Estate Transactions, Mortgage Servicing, FHA Financing, VA Loans
Education
UMass Lowell 1994 — 1999
Newburyport High School 1990 — 1994
Homeward Residential, Inc. August 2015 - Present
American Mortgage Law Group, P.C. April 2015 - August 2015
Ocwen Financial Corporation February 2013 - March 2015
ClearPoint Funding November 2011 - February 2013
Leader Bank October 2010 - November 2011
MetLife October 2008 - May 2009
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Corporate Governance, Licensing, Westlaw, Legal Assistance, Real Estate, Regulatory Analysis, Regulatory Policy, Regulatory Guidelines, Legal Compliance, Financial Compliance, Policy, Banking
Education
Boston University School of Law 2006 — 2009
J.D., Law
Bates College 2002 — 2006
B.A., Spanish, Interdisciplinary Studies
East Longmeadow High School
Leader Bank July 2013 - Present
Greenpark Mortgage, A Division of Berkshire Bank June 2008 - July 2013
DeWolfe Mortgage 1999 - 2008
Skills
FHA Direct Endorsement..., VA Automatic Underwriter, USDA Rural Housing, Refinance, Mortgage Banking, Residential Mortgages, Loan Origination, Government Loans, FHA financing, Reverse Mortgages, Certified Mortgage..., Mortgage Lending, Debt Consolidation, Loans, First Time Home Buyers, Credit, Real Estate Lending, Non-Conforming, Underwriting, FHA Financing, USDA
Education
Hobart and William Smith Colleges 1986 — 1990
Bachelor of Arts, Political Science/ Economics
Leader Bank August 2010 - Present
ANTONUCCIO CONSTRUCTION January 2006 - Present
ANTONUCCIO BROS. LANDSCAPING April 2000 - Present
Skills
Financial Analysis, Management, Corporate Finance, Outlook, Microsoft Excel, Business Analysis, Microsoft Office, Accounting, Budgets, Market Research, Finance, QuickBooks, Investments, Access, Leadership, Marketing, Recruiting, PowerPoint, Operations Management, Strategic Financial..., Analysis
Education
Merrimack College 2006 — 2010
Bachelor of Science, Business Administration; Finance
BURLINGTON HIGH SCHOOL
Leader Bank August 2012 - Present
Action for Boston Community Development May 2011 - August 2011
Johnson and Brunetti (financial and retirement services firm) May 2010 - August 2010
U.S. Department of Commerce May 2009 - August 2009
Education
American University 2008 — 2012
B.A, Economics; German Language and Area Studies; German/Europe
MassHousing December 2007 - Present
Manulife Financial February 2005 - November 2007
WFD Consulting Inc. January 2004 - February 2005
Leader Bank February 2003 - December 2004
Skills
Account Reconciliation, Budgets, Finance, General Ledger, Management, Project Management, Real Estate, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Leases
Education
Boston University 2004 — 2008
Certificate
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.)
Leader Bank 2014 - Present
Dori Anne Realty & Appraisal March 1985 - Present
Education
University of Massachusetts Lowell
BS, Business Administration
Leader Bank February 2015 - Present
Leader Bank September 2012 - June 2014
UMass Boston September 2012 - May 2013
Law Office of Denis P. Fleming May 2012 - August 2012
Boston University- Office of Research Accounting April 2012 - June 2012
Poli Mortgage Group April 2010 - January 2012
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2009 - August 2009
Skills
Personal Financial..., Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Microsoft Office, QuickBooks, Budgets, Customer Service, Auditing, Revenue Recognition, Pivot Tables, Vlookup, Amortization, Bloomberg, Bank Reconciliation, Problem Solving, Bookkeeping, Checks, Cash Receipts, Tutoring, Priority Management, Monthly Closing, SAP, Microsoft Excel, Fiserv, H&R Block, Wire, Mortgage Industry, Tax Preparation, Simulation, Billing, Invoicing
Education
University of Massachusetts Boston
Master’s Degree, Information Technology
University of Massachusetts Boston 2012 — 2013
Master of Science, Accountancy, 3.7
University of Massachusetts Boston 2007 — 2011
Bachelor of Science, Accounting, 3.8
Mohawk Valley Community College-Utica Branch 2006 — 2006
ESL, 4.0
Loomis, Sayles & Company May 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Skidmore College February 2012 - May 2013
Leader Bank June 2012 - September 2012
Boston Business Concepts Inc. June 2011 - August 2011
Skills
Economics, Banking, Credit Analysis, Calyx Point, Financial Analysis, Risk Management, Microsoft Office, Fund Accounting
Education
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Leader Bank February 2012 - Present
Education
Clark University 1995 — 1999
Bachelor of Arts, Business Administration
Leader Bank July 2012 - October 2013
UBS Financial Services January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAS Regression Software, Conversational Spanish, Encompass360 Software, Calyx Point
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Quantitative Economics
Macquarie University 2011 — 2011
Econometrics and Quantitative Economics
Bank of America Merchant Services July 2015 - Present
TD May 2013 - December 2014
Leader Bank August 2012 - March 2013
Xerox October 2009 - March 2012
Citizens Bank October 2006 - March 2008
State Street May 2005 - October 2006
Skills
sales, Marketing, and..., Broad knowledge of..., Business Development, Strong analytical skills, Inventory Management, Certified Project..., Marketing, Loans, Banking, Customer Service, Financial Analysis, Credit, Finance, Sales, New Business Development, Auditing, Relationship Management, Investments, Commercial Banking, Program Management, CRM, Risk Management, Management
Education
University of Massachusetts Boston 2000 — 2005
Bachelor of Science (BSc), Business Administration and Management, General
University of Massachusetts Boston
Master of Business Administration (M.B.A.), Finance, General
Leader Bank October 2010 - Present
Leader Bank October 2005 - October 2010
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Residential Mortgages, FHA, Loan Origination, Banking, Refinance, Credit Analysis
Education
Boston University 2005 — 2005
Masters in Economics/Finance
Delhi College of Arts and Commerce 2002 — 2005
BA Economics
Delhi Public School - R. K. Puram
Leader Bank August 2013 - Present
TJ Maxx July 2011 - July 2013
Computershare US January 2011 - April 2011
Skills
Customer Service, Microsoft Word, Microsoft Office, Retail Banking, Environmental Science
Education
Framingham State University 2012 — 2015
Environmental Studies