Shawmut Bank
Industry: Bank
DescriptionFleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, MA Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000
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Shawmut Bank Employees
Dedham Savings July 2014 - Present
Dedham Savings Bank 2012 - July 2014
Cobblestone Management, Inc. 2001 - 2012
S1 Corporation 1998 - 2001
SGI 1996 - 1998
Shawmut Bank 1989 - 1996
United States Trust Company, (Boston) 1982 - 1989
Skills
Commercial Banking, Business Loans, C&I Lending, Revolving Lines of..., Equipment Loans, Owner Occupied, Business Acquisition..., Small Business Lending, Cash Flow Lending, SBA 504, Banking, Loans, Commercial Lending, Loan Origination, Mortgage Lending, Risk Management, Credit Analysis, Portfolio Management, Real Estate, Financial Analysis, Finance, Management, Credit
Education
Colby College
Bachelor of Arts (B.A.)
The Roxbury Latin School
NeighborWorks America August 2002 - Present
Boston Univ; Harvard Univ; Providence College; Bryant College; Others September 1980 - August 2004
Slocum Advisors June 2001 - September 2002
Boston Management Consortium April 1992 - June 2001
Shawmut Bank February 1990 - April 1992
Capital Growth Companies January 1980 - February 1990
Skills
Nonprofit board..., Nonprofit..., Nonprofit leadership...
Education
Fordham University
Bachelor's Degree, Economics
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Economics and Finance
Columbia University
Graduate Certificate in Organization Development
University of Phoenix
Doctor of Management, Organizational Leadership
Annino, Draper & Moore, P.C. 1990 - Present
Ryan & White 1979 - 1990
Shawmut Bank 1972 - 1979
Skills
Corporate Law, Legal Advice, Real Estate, Dispute Resolution, Legal Assistance, Trusts, Alternative Dispute..., Estate Planning, Contract Negotiation, Mergers & Acquisitions, Creditors' Rights, Real Estate Transactions, Public Speaking, Land Use, Land Use Law, Zoning, Small Business, Secured Transactions, Editing, Tax Advisory, Litigation, Wills, Mediation, Business Transactions, Appeals, Bankruptcy, Civil Litigation, Arbitration
Education
Western New England College School of Law
Doctor of Law (J.D.), Law
Fairfield University
Bachelor of Arts (B.A.), History
Bristol County Savings Bank March 2014 - Present
Bristol County Savings Bank April 2013 - Present
Sovereign Bank/Santander August 1977 - March 2013
Sovereign Bank January 2005 - January 2008
Sovereign Bank July 2000 - January 2005
Fleet Bank December 1995 - July 2000
Shawmut Bank April 1995 - December 1995
Shawmut Bank May 1990 - April 1995
Shawmut Bank June 1988 - May 1990
Shawmut Bank of Southeastern MA January 1985 - June 1988
Skills
Sales Management, Business Development, Profit Center Management, Commercial Loan..., Salesforce Training, Operations Management, Compliance, Security Management, Expense Management, Team Management, Consumer Loan..., Customer Service, Customer Retention, Annual Reviews, Sales Campaigns, Sales & Marketing..., Underwriting, Sales, Retail Banking, Small Business Lending, Credit, Commercial Banking, Banking, Finance, Branch Banking
Education
Fisher College 1981 — 1984
Associate's degree, Business Administration and Management, General
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.
Bankwell Bank (Formerly Quinnipiac Bank & Trust) January 2012 - Present
Citibank March 2007 - January 2012
Citizens Bank May 2000 - March 2007
BankBoston Merchant Services (First Data Merchant Srvcs) May 1996 - May 2000
CoreStates Bank of Delaware (CardLinx) May 1991 - May 1996
Shawmut Bank March 1989 - May 1991
Connecticut National Bank October 1988 - March 1989
Northwestern Mutual Life September 1985 - June 1987
Skills
Retail, Property Management, Veterinary, Banking, Mortgage Lending, Non-profits, Start-ups, Investment Properties, Loans, Condos, Credit, Finance, Credit Cards, Mortgage Banking, Consumer Lending, Loan Origination, Small Business, Small Business Lending, Real Estate, Cash Management, Real Estate Economics, Commercial Banking, Customer Service, New Business Development, Investments, Financial Structuring, Strategic Planning, Asset Based Lending, Business Development, Nonprofits, Due Diligence, Sales, Financial Analysis, Underwriting, Commercial Lending, Mergers & Acquisitions, Accounting, Asset Management, Training, FHA, SBA, Retail Banking, Refinance, Credit Analysis, Lines Of Credit, Commercial Mortgages, Strategic Financial..., Portfolio Management, Valuation, Relationship Management
Education
Bradley University 1981 — 1984
Franklin Pierce University 1980 — 1981
South Windsor 1977 — 1980
First World Mortgage Corporation January 2014 - Present
Mortgage Services III, LLC December 2012 - November 2013
Simsbury Bank May 2012 - December 2012
American Eagle Federal Credit Union March 2008 - May 2012
MortgageIT August 2005 - February 2008
COUNTRYWIDE HOME LOANS March 1996 - August 2005
Shawmut Bank March 1994 - March 1995
Attorney Larry Levesque September 1990 - September 1993
Skills
Loans, Closings, Post Closing, Residential Mortgages, Refinance, First Time Home Buyers, Retail Banking, Consumer Lending, Credit Analysis, FHA financing, VA loans, Real Estate Financing, Loan Origination, USDA, Real Estate, Home Equity Loans, Home Equity Lines of..., Non-Conforming, Loan Modifications, RESPA, Title Insurance, Real Estate Transactions, HomePath, Referrals, Escrow, Loan Closings, Funding, Lines Of Credit, Notary Public, Down Payment Assistance, Loan Documents
Education
Fox Institute of Business-West Hartford 1988 — 1990
Associate's degree, Legal Assistant/Paralegal
MassDevelopment August 2010 - December 2013
Mass Health and Educational Facilities Authority 2008 - 2010
Bank of America 2004 - 2007
Fleet Bank 1994 - 2004
Shawmut Bank 1978 - 1994
Skills
Credit, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Bonds, Financial Modeling, Risk Management, Investments, Due Diligence, Asset Management, Finance, Credit Analysis, Financial Services, Commercial Banking, Corporate Finance, Mergers & Acquisitions
Education
Brown University
Bachelor of Arts, Human Biology
Tuck School of Business at Dartmouth
MBA, Finance
Michael A. Schreiber & Associates, Inc. January 2012 - Present
Fidelity Investments January 1996 - September 2003
Shawmut Bank July 1992 - December 1995
Education
Clark University 1988 — 1992
B.A., Economics & Geography
Aon Hewitt November 2012 - Present
General Growth Properties October 2007 - February 2012
Countrywide Home Loans April 2006 - October 2006
Evercare September 2005 - March 2006
Integrated Compliance Solutions September 2004 - September 2005
Cambridgeport Bank September 1995 - September 2003
Cahners Publishing 1994 - 1995
Shawmut Bank 1992 - 1994
Shawmut Mortgage Company 1990 - 1992
Skills
Microsoft Office, Lotus Notes, Travel Planning, Expense Reports, Google Calendar, Outlook, Management, Customer Service, Time Management, Banking, PowerPoint, Sales, Administrative..., Invoicing, Payroll
Education
Bentley College 1993 — 1994
Economics/Finance
Newton North High School 1979 — 1982
Diploma
Exploring New Job Opportunities March 2014 - Present
State Street Bank & Trust July 2012 - February 2014
Martha's Vineyard Savings Bank May 2009 - July 2012
Robsan Corp January 2004 - May 2009
SunGard February 2003 - January 2004
Trust Tax Services Of America, Inc. June 1991 - February 2003
Shawmut Bank July 1984 - June 1991
Skills
Mergers & Acquisitions, Strategy, Finance, Financial Services, Wealth Management, Banking, Tax, Trust Services, Sales, Private Banking, Equities, Equity Research, Equity Trading, Fixed Income, Management, Investments, Portfolio Management
Education
Bentley University
BS, Accounting
Bryant University
MST, Taxation
Nichols College
Master of Business Administration (MBA), Business Administration and Management, General
Bank of America 1992 - Present
Fleet Bank August 1992 - June 2004
Shawmut Bank 1992 - 1996
Old Stone Bank 1980 - 1992
Skills
Real Estate, Workout, Loans, Small Business Lending, Finance, Commercial Real Estate, Asset, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Banking, Underwriting, Capital Markets, Corporate Finance, Cash Management, Private Equity, Financial Analysis, Financial Modeling
Education
Babson College 1979 — 1980
MBA, Finance
Providence College 1975 — 1979
BS, Business Administration
VCE, the Virtual Computing Environment Company September 2012 - Present
Abt Associates Inc. August 2000 - August 2012
Bentley College June 1996 - August 2000
Bentley College 1998 - 2000
Catapult Software Training October 1994 - June 1996
Shawmut Bank May 1992 - October 1994
Skills
Analysis, ITIL, Change Management, Business Analysis, Customer Relations, Microsoft Office, Process Improvement, IT Management, Visio, Excel, PowerPoint, Word, Access, Project Planning, MS Project, Business Process..., Process Engineering, Customer Service, Team Leadership, Data Analysis, Problem Solving, Project Implementation, Organizational Change, PMP, Six Sigma, Captivate, Documentation, Education, Event Planning, IT Operations, IT Service Management, Lotus Notes, Outlook, Quality Assurance, Quality Management, Client Services, Communications Planning, Technical Writing, Technical Training, Leading Meetings, Program Management, Project Management, Software Documentation, Integration, Training
Education
Clarkson University 1991 — 1992
MBA, Business Administration, 3.90
Skidmore College 1987 — 1991
BA, Business/Economics; Computer Science, 3.63
Loomis Chaffee 1983 — 1987
High School Diploma
Worcester Community Action Council March 2012 - Present
Worcester Tree Initiative January 2009 - Present
Quinsigamond Community College November 2008 - March 2012
Self Employed Accountant 1998 - 2008
Shawmut Bank 1986 - 1998
Skills
Public Speaking, Non-profits, Research, Community Outreach, Public Policy, Teaching, Training, Management, Strategic Planning, International Relations, Nonprofits, Fundraising, Coaching, Project Management, Public Affairs, Grant Writing, Policy Analysis, Higher Education, Program Development, Volunteer Management
Education
College of the Holy Cross 1982 — 1986
BA, Economics
JA Baxter June 2003 - Present
Worcester Public Schools August 1998 - June 2003
JA Baxter June 1995 - March 1996
Liberty Financial Companies, Inc. Investor Services January 1992 - March 1995
Liberty Financial Companies, Inc. investor Services July 1989 - December 1991
Boston Financial Data Services November 1987 - June 1989
Shawmut Bank June 1986 - October 1987
Daniel Penn Associates, LLC October 1985 - April 1986
Kaelan, Inc. July 1984 - June 1985
Wachusett Regional School District July 1971 - June 1983
Skills
Inventory Management, Cost Management, Operational Efficiency, Personnel Motivation, Classroom Management, Team Building, Work flow analysis and..., Customer Service, Sales, Training, Research, Staff Development, Coaching, Teaching, Nonprofits, Financial Services, Process Improvement
Education
Clark University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Worcester State College 1968 — 1972
Master of Education (M.Ed.), Counseling Psychology
Tufts University 1959 — 1963
Bachelor of Science in Education, Science/Physical Education
The Brand Farm July 2012 - Present
Glory Foods, Inc. October 2010 - January 2014
The Strategy Company/The Peer Forum Inc. September 2002 - October 2010
Infopop Corporation 2000 - 2002
The Strategy Company 1997 - 2000
No Fear Inc. 1995 - 1997
Coca-Cola USA 1992 - 1995
Kraft General Foods June 1991 - August 1991
First National Bank of Boston 1988 - 1990
Shawmut Bank 1985 - 1988
Skills
Brand Development, Marketing Strategy, Management Consulting, Thought Leadership, Strategic Leadership, Brand Architecture, Brand Communication, Brand Equity, Entrepreneurship, Advertising, Blogging, Social Media, Social Networking, Social Entrepreneurship, Online Communities, Consumer Products, Negotiation, Advisory Boards, Board Leadership, Presenter, Public Speaking, Writing, Leadership, Integrated Marketing, Strategy, Management, Marketing, Digital Media, Community Sites, Marketing Management, Brand Management, Online Advertising, New Media, Creative Direction, Marketing Communications, Strategic Partnerships, Training, Budgets, Social Media Marketing, Online Marketing, Start-ups, Sponsorship, Mobile Marketing, Digital Strategy, Digital Marketing, Strategic Thinking, Direct Marketing, E-commerce, Business Strategy, Positioning
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing & General Management
Syracuse University 1980 — 1984
AB, Political Science
St. Mark's School 1976 — 1980
UniBank for Savings 2012 - Present
TD Bank January 2010 - October 2012
TD Bank February 2001 - February 2010
MetroWest Bank December 1999 - February 2001
MetroWest Bank February 1997 - February 1999
Fleet Bank June 1995 - February 1997
Shawmut Bank October 1993 - November 1995
Shawmut Bank October 1991 - October 1993
Skills
Project Management, Mergers, Business Process Mapping, Auditing, Technical Writing, Banking, Retail Banking, Loans, Risk Management, Portfolio Management, Mortgage Lending, Commercial Banking, Financial Analysis, Team Building, Process Improvement, Consumer Lending, Financial Risk, Coaching, Leadership, Operational Risk, Internet Banking, Operational Risk..., Six Sigma, ACH, Customer Experience, Payments, Commercial Lending, Credit, Cash Management, Small Business Lending, Mergers & Acquisitions
Education
University of Phoenix 2006 — 2007
Professional Certificate, Project Management
Western International University 2004 — 2006
AAB, Business Administration
Franklin & Marshall College 1990 — 1991
Economics
Holliston High School 1986 — 1990
Santander Bank, N.A. November 2012 - Present
Eastern Bank December 2009 - November 2012
Eagle Bank September 2009 - December 2009
Sovereign Bank February 1981 - May 2009
Shawmut Bank 1981 - 2009
Sovereign Bank December 1987 - February 2008
Skills
Banking, Commercial Banking, Small Business Lending, Commercial Lending, Cross Selling, Management, Consumer Lending, Loans, Investments, Sales Management, Sales, Leadership, Project Management
Education
University of Massachusetts Boston 1979 — 1983
Computer Science
Bunker Hill Community College 1977 — 1979
Associates in Arts, Liberal Arts
Bulkley, Richardson and Gelinas, LLP March 2003 - Present
Sally & Fitch LLP 1995 - 2003
Shawmut Bank 1989 - 1995
Shawmut Bank, now Bank of America 1985 - 1995
JPMorgan Chase f/k/a The Chase Manhattan Bank 1983 - 1985
Skills
Trial Practice, Bank Operations, Mortgage, Litigation, Mortgage Lending, Banking, Mergers & Acquisitions, Loans, Employment Law, Business Litigation, Trials, Real Estate, Commercial Litigation, Appeals, Domestic Relations, Arbitration, Trade Secrets, Civil Litigation
Education
University of Michigan Law School 1975 — 1978
J.D., Law
Amherst College 1971 — 1975
B.A., magna cum laude, Economics
St. Paul's School 1967 — 1971
NA
Ryan Consulting Group, Inc. October 2012 - Present
Bank of America March 2011 - April 2012
Amdocs February 2008 - February 2009
AT&T April 1995 - February 2009
att 1995 - February 2008
AT&T 2004 - 2005
Shawmut Bank 1994 - 1994
Travelers 1983 - June 1993
Skills
Mainframe, Data Warehousing, SQL, Databases, DB2, SDLC, Program Management, COBOL, Analysis, Testing, User Acceptance Testing, Teradata, Business Requirements, Software Documentation, Business Analysis, Requirements Gathering
Education
Central Connecticut State University
BA, Political Science
Conard
high school
Cooper University Health Care June 2015 - Present
Hackensack University Medical Center September 2013 - May 2015
Hackensack University Medical Center April 2009 - September 2013
National Black MBA 1992 - 2012
New York Life Insurance Company 2005 - 2009
United Skates of America August 2001 - August 2004
Viacom September 1992 - August 1999
Viacom / Nickelodeon 1992 - 1999
MTV Networks 1992 - 1998
Shawmut Bank August 1987 - August 1989
Skills
Analysis, Budgets, Forecasting, Strategic Planning, Financial Analysis, Project Management, Contract Negotiation, Business Planning, Financial Modeling, Marketing, New Business Development, Finance
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, International Business and Marketing
University of Pennsylvania 1983 — 1987
B.A., Political Science
Investors Against Genocide September 2007 - Present
SoftRight February 2012 - December 2014
CRICO/RMF of Harvard Medical Institutions 2006 - 2009
Fidelity Out of Sudan Campaign December 2006 - September 2007
Sterling Commerce 2003 - June 2006
TR2 Consulting 2002 - 2003
Commerce One 2000 - 2001
Appnet 1998 - 2000
R&P January 1978 - September 1998
Shawmut Bank 1976 - 1978
Skills
Program Management, Business Intelligence, SDLC, Analytics, Software Development, SaaS, Product Management, Business Analysis, Strategic Planning, Cloud Computing, Public Speaking, SQL, Enterprise Architecture, Enterprise Software, Team Building, Contract Negotiation, Project Management
Education
State University of New York at Binghamton 1969 — 1974
MS, Computer Science
BofI Federal Bank June 2012 - Present
KeyBanc Capital Markets/Key Equipment Finance August 2010 - June 2012
Yu Ying Public Charter School 2011 - 2012
Federal Deposit Insurance Corporation June 2010 - August 2010
Export-Import Bank of the United States November 2009 - June 2010
GE Capital November 2007 - November 2009
Marathon Asset Management November 2005 - November 2007
GE Capital July 1997 - November 2005
Heller Financial January 1995 - July 1997
Shawmut Bank January 1987 - January 1995
Skills
Credit Analysis, Capital Markets, Leveraged Finance, Project Finance, Asset Based Lending, Structured Finance, Equipment Finance, Export Finance, Due Diligence, Credit Portfolio..., Strategic Leadership, Loan Trading &...
Education
American University 1979 — 1983
Bachelor of Arts, Economics
BBVA Compass November 2010 - Present
Regions Bank January 2009 - November 2010
Oakstone Publishing April 2008 - December 2008
Harland Financial Solutions January 2007 - September 2007
Compass Bank February 2003 - September 2006
AmSouth Bank July 1999 - February 2003
First Union March 1995 - July 1999
Shawmut Bank August 1992 - February 1995
Skills
Credit, Banking, Loans, Risk Management, Underwriting, Credit Analysis, Commercial Banking, Financial Analysis, Risk, Credit Risk, Portfolio Management, Small Business Lending, Financial Risk, Loan Origination, Commercial Lending, Management, Finance, Financial Services, Credit Training, Credit Administration, Wealth Management
Education
Recording Workshop
Audio Engineering and Music Production
Rollins College - Crummer Graduate School of Business
MBA, Business Administration
Central Connecticut State University
B.S., Marketing
Sosner Consulting LLC December 2010 - Present
CapitalSource October 2008 - December 2010
CW Capital and Allied Capital August 2004 - October 2008
Sosner Capital and Consulting May 1993 - July 2004
Shawmut Bank 1992 - 1993
Bank of New England (BNE) /RECOLL 1989 - 1992
Boston Financial (BFTG) 1983 - 1986
Skills
Mergers, Due Diligence, Investments, Real Estate, Financial Modeling, Loans, Valuation, Credit, Financial Analysis, Private Equity, Portfolio Management, Asset Managment, Credit Analysis, Real Estate Economics, Finance, Structured Finance, Loan Origination, Risk Management, Underwriting, Commercial Real Estate, Funding, Mergers & Acquisitions, Asset Management, Restructuring, Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
mst, taxation
University of Rhode Island - College of Business Administration 1975 — 1979
BS, Accounting
Waterstone Mortgage Corporation December 2013 - Present
Inlanta Mortgage June 2012 - December 2013
Alpine Mortgage, LLC 2002 - June 2012
Bowstreet 2000 - 2001
Verizon 1996 - 1998
Shawmut Bank 1994 - 1996
Smith Barney 1993 - 1994
PaineWebber 1990 - 1992
Skills
Entrepreneurship, Marketing, Sales Management, Customer Service, Competitive Analysis, Mortgage Banking, Secondary Mortgage..., Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Entrepreneurship, Finance
University of New Hampshire- Whittemore School of Business and Economics 1985 — 1989
BS, Business Administration
Open Solutions December 2005 - Present
Bank of America 2002 - 2005
Fleet Bank 1995 - 2002
Shawmut Bank 1986 - 1996
Shawmut National Bank 1985 - 1995
Hartford National Bank 1982 - 1985
Skills
Axure, User Interface Design, Usability, Software Development, SDLC, Requirements Gathering, Business Analysis, Usability Testing, Agile Methodologies, Requirements Analysis, Visio, Business Requirements, User Experience, User Acceptance Testing, Scrum, Process Improvement
Education
Central Connecticut State University 1976 — 1981
BA, Sociology
Windsor Locks High School 1972 — 1976
The Meyer Partnership August 2009 - Present
The Rose Partnership April 2007 - June 2009
Citigroup 1989 - 2006
U.S. Trust 2000 - 2003
First Chicago Bank & Trust 1987 - 1989
Shawmut Bank 1985 - 1987
Skills
Business Development, Management, Leadership, Asset Management, Executive Search, Financial Transactions, Commercial Banking, Internet Banking, Trading, Investment Banking, Financial Services, Capital Markets, Emerging Markets, Payments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Executive MBA with Honours
Franklin & Marshall College
New Canaan High School
St. Lawrence University
BA, Economics & French
Asset Realty Group, LLC January 2012 - Present
www.REOPro.NING.com 2010 - Present
Weichert Realtors February 1992 - Present
Hard Money Asset Management March 2009 - January 2011
Shawmut Bank April 1985 - April 1994
Skills
REO Management, Short Sale negotiation, Real Estate, International Real..., Investment Properties, Residential, Rentals, Short Sales, REO, Residential Homes, Property, Leases, First Time Home Buyers, Foreclosures, Investors, Condos, Sellers, Loans, Relocation, Single Family Homes, FHA, Real Estate Transactions, Property Management, Listings
Education
Central Connecticut State University 1988 — 1991
Bachelors, Business Management
The University of Connecticut 1986 — 1988
Bachelor of Science, Business Management
Collora, LLP January 2010 - Present
Department of Justice September 1999 - March 2006
The Boston Company/Mellon Bank January 1992 - August 1996
Shawmut Bank 1990 - 1992
Skills
Commercial Litigation, Appeals, Civil Litigation, Litigation, Courts, White Collar Criminal..., Trials, Internal Investigations, Criminal Defense, Criminal Law, Corporate Law, Securities Litigation, Mediation, Tax Law, Auditing, Arbitration, Legal Research
Education
Boston College Law School 1996 — 1999
JD, BS, Accounting
Boston College 1986 — 1990
bs, accounting
Boston College High School
Baystate Health November 2010 - Present
Phoenix Life Insurance Company 2004 - November 2010
Phoenix Life Insurance Company 2003 - 2004
Phoenix Life Insurance Company 2002 - 2003
Phoenix Investment Partners 1999 - 2002
Travelers Investments 1997 - 1999
Shawmut Bank 1991 - 1997
Cigna 1982 - 1991
CG\Aetna 1973 - 1982
Skills
Databases, Vendor Management, SQL, Database Design, Management, Project Planning, Technical Support, Outsourcing, Information Security, SDLC, Disaster Recovery, Information Technology, Visio, Data Warehousing, Database Administration, Business Analysis, Microsoft SQL Server, Requirements Analysis, ETL, Software Documentation
Education
Boston University Project Management Institute Certificate Program 2004 — 2004
Project Management
Central Connecticut State University 1970 — 1973
AS, Secretarial Science
Wethersfield High School
Enterprise Bank (Enterprise Bancorp) 2006 - Present
Sovereign Bank 2005 - 2006
RSM McGladrey 2003 - 2005
Andover Bank 1993 - 2003
Guaranty First Trust Company 1989 - 1992
Shawmut Bank 1985 - 1989
Skills
Auditing, Internal Audit, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Cash Management, IT Audit, Financial Risk, Financial Reporting, Risk Management, Accounting, Risk Assessment, Due Diligence, Finance, Strategic Financial..., Quality Auditing, Budgets, Microsoft Excel, Process Improvement, Operational Risk..., GLBA, Financial Services, Financial Audits
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Babson College 1978 — 1982
BS, Finance
Eversource Energy April 2010 - Present
Northeast Utilities April 2010 - May 2012
Northeast Utilities March 2010 - August 2011
Northeast Utilities July 2006 - March 2010
Northeast Utilities December 2004 - July 2006
Northeast Utilities December 2003 - December 2004
Northeast Utilities November 1996 - December 2003
The Hartford April 1995 - November 1996
Shawmut Bank August 1993 - April 1995
Skills
Business Analysis, ERP, Business Process..., CRM, Process Improvement, Software Documentation, Leadership, Integration, Requirements Gathering, Program Management, IT Strategy, SDLC, Requirements Analysis, Supply Chain, Business Process, Enterprise Software, Vendor Management, Project Management, Business Intelligence, Enterprise Architecture, Change Management, Visio, IT Management, Information Technology, Project Portfolio..., Management, Outsourcing
Education
Central Connecticut State University 1989 — 1993
BS, Accounting
Keene State College 1988 — 1989
Elementary Education
Eastern Bank November 2010 - Present
Wainwright Bank April 1992 - November 2010
Shawmut Bank August 1979 - April 1992
Skills
Corporate Social..., Public Relations, Banking, Corporate Communications, Marketing Communications, Advertising, Retail Banking, Branch Banking
Education
Wentworth Institute of Technology 1982 — 1983
Architecture
Boston Architectural College 1981 — 1981
Architectural Design
Berklee College of Music 1977 — 1978
piano composition and arranging
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo Home Mortgage August 2010 - December 2011
Eileen Claman, Inc. June 2006 - December 2011
Neil Cerbone Associates, Inc. 2005 - December 2011
Karen Osowski Consulting 2004 - December 2011
Pappas & Pappas Consulting 2004 - 2005
Bank of America 2003 - 2004
Fleet Bank 1985 - 2003
Shawmut Bank 1985 - 1999
Skills
Training, Workshop Facilitation, Project Management, Coaching, Leadership Development, Training Delivery, Strategic Planning, Performance Management, Management, Organizational..., Talent Management, Leadership, Employee Relations, Employee Training, Time Management, Instructional Design, Change Management, Organizational..., Banking, Instructor-led Training, Needs Analysis, Team Building, Team Leadership, Mergers & Acquisitions, Blended Learning, Program Management, Employee Engagement, Performance Improvement, Staff Development, Management Consulting, Sales Management, Learning Management, Executive Coaching, Career Development, Employee Benefits, Onboarding, Performance Consulting, Recruiting, Succession Planning, Consulting, Personal Development, Human Resources
Education
Assumption College 2001 — 2008
Certificate, Human Resources
Assumption College 1992 — 2001
Bachelor of Business Administration, Business
Quinsigamond Community College 1986 — 1991
Associates, Business, Banking
Bank of America June 2012 - Present
Bank of America October 2010 - June 2012
Bank of America 2005 - September 2010
Fleet Bank 2001 - 2005
Fleet Bank 1999 - 2001
Intouch Management Systems 1996 - 1999
Electronic Data Systems 1994 - 1996
Shawmut Bank 1993 - 1994
Skills
Banking, Retail Banking, Customer Service, Call Centers, Financial Services, Customer Experience, Commercial Banking, Credit, Cross-functional Team..., Vendor Management, Risk Management, Relationship Management, Call Center, Loans, Credit Analysis, Consumer Lending, Credit Cards, Mortgage Lending
Education
Bryant University 1989 — 1993
BS, Marketing
Citizens Financial Group, Inc. June 2010 - Present
Wellington Management Company, LLP 2002 - 2008
Wellington Management Company, LLP 1997 - 2002
Fleet Bank 1995 - 1997
Shawmut Bank 1992 - 1995
Shawmut Bank 1987 - 1991
Skills
Real Estate Financing, Department Budgeting, Risk Based Testing, Forecasting, Data Analysis, Financial Analysis, Crystal Reports, Microsoft Excel, Access, Building Relationships, Financial Modeling, Corporate Real Estate, Banking, Portfolio Management, Financial Reporting, Finance, Analysis
Education
Central Connecticut State University
Bachelor of Arts, Communications
Webster Associates 2004 - Present
Congress Financial/Wachovia 1997 - 2003
Wachovia Capital Finance 1997 - 2003
Citizens Bank 1995 - 1997
shawmut bank 1990 - 1993
Chase Manhattan 1988 - 1991
Prudential Financial 1971 - 1980
Prudential Financial 1971 - 1980
Skills
Insurance, Commercial Lending, Asset Based Lending, Credit, Loan Origination, Cash Flow, Investment Banking, Management, Real Estate, Banking, Mutual Funds, Portfolio Management, Loans, Investments, Finance
Education
Boston College
BS, Accounting
Boston College
Bank of America June 2014 - Present
Bank of America September 2010 - June 2014
Zero Chaos July 2009 - June 2010
Bank of America 2004 - 2009
Webster Bank 2003 - 2003
Fleet Bank 1995 - 2002
Shawmut Bank 1990 - 1995
Connecticut National Bank 1987 - 1990
Barclays American Business Credit 1982 - 1987
Skills
Risk Management, Process Improvement, Commercial Real Estate, Banking, Mergers & Acquisitions, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Leadership, Change Management, Credit Risk, Commercial Banking, Mortgage Lending, Credit, Loan Origination, Operational Risk, Financial Risk, Operational Risk...
Education
Central Connecticut State University
Management
Manchester Community College
Accounting
Bank of America Merrill Lynch Wealth Management January 1985 - Present
Fleet Bank 1985 - 2012
Shawmut Bank 1985 - 2012
Bank of America Investment Services (BAI) 1985 - 2012
Quick & Reilly 1985 - 2012
Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning
Education
Becker College
Associate's degree
Woonsocket High School
Pagano Media June 1992 - Present
Shawmut Bank June 1991 - May 1992
Board of Governors of the Federal Reserve System June 1986 - August 1987
Skills
User Experience, E-commerce, Web Design, Copywriting, Blogging, Brand Architecture, Marketing Strategy, Graphic Design, Marketing Communications, Interactive Marketing, Social Media Marketing, Digital Strategy, Wordpress, Brand Development, WordPress
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Marketing & Finance
Bates College 1982 — 1986
BA, Economics
The London School of Economics and Political Science (LSE) 1984 — 1985
General Course, Economics
Webster Bank April 2010 - Present
Bank of America January 2008 - January 2009
Bank of America August 2006 - December 2007
Bank of America October 2004 - July 2006
FleetBoston Financial January 2000 - September 2004
Shawmut Bank 1988 - 1996
Skills
Banking, Risk Management, Product Management, Financial Services, Analytics, Project Management, Business Analysis, Finance, Financial Analysis, Commercial Banking, Analysis, Product Development, Cash Management
Education
Georgetown University 1979 — 1981
M.S., Foreign Service
Drake University 1975 — 1978
BA, Political Science and Spanish Majors
Sovereign Bank May 2011 - Present
Patriot Financial Associates, LLC May 2007 - May 2011
CDF3 Group, Inc. August 2006 - October 2008
Park Street Management 2006 - 2007
Focus Management Group 2005 - 2006
Wells Fargo Foothill Corporation 1993 - 2005
Shawmut Bank 1987 - 1990
Skills
Financial Analysis, Risk Management, Mergers & Acquisitions, Due Diligence, Credit, Leadership, Finance, Financial Modeling, Auditing, Budgets, Accounting, Internal Controls, Loans, Financial Services, Strategic Planning, Analysis, Training, Asset Management, Performance Management, Policy, Banking, Credit Analysis, Portfolio Management
Education
Boston University 1973 — 1977
BS, Finance
Boston University Questrom School of Business 1973 — 1977
BSBA, Finance
Retired May 2013 - Present
Baldwin GRC Consulting 2011 - April 2013
Pfizer Inc 1999 - 2010
Fleet Bank 1994 - 1999
Shawmut Bank 1991 - 1994
Aetna Life & Casualty 1980 - 1991
Skills
Risk, Compliance, Risk Mitigation, HIPAA, IT Governance, COBIT, PCI DSS, Security, SOX, Risk Management, Risk Assessment, Internal Audit, Disaster Recovery, Privacy, Policy, IT Audit, Identity Management, Information Security..., Investigations, Privacy Law, Business Process..., Governance, Strategy, Private Investigations, Program Management, Information Security, Business Continuity, Vendor Management, Sarbanes-Oxley Act, Process Improvement, Auditing, Financial Risk, SDLC, Business Process, IT Risk Management, Quality Auditing, CISM, Analysis, Management, Internal Controls, Information Technology, IT Strategy, Mergers & Acquisitions, Enterprise Risk..., IT Management, CISSP, Project Portfolio..., Security Audits, Enterprise Architecture, ITIL
Education
Central Connecticut State University 1975 — 1979
Bachelor of Science in Business Administration & Programming Sciences, Finance, Marketing, Programming Science, IT Security
Coldwell Banker Residential Brokerage August 2003 - Present
Shawmut Bank 1986 - 1991
Education
Central Connecticut State University
BA, Business
Israel Discount Bank 1998 - 2000
IBM - Israel 1996 - 1998
Bank of Boston 1995 - 1996
Multibank Service Co. 1984 - 1996
Multibank Service Corp 1983 - 1995
Shawmut Bank 1968 - 1982
Education
Clark University 1966 — 1968
Masters of Arts, Mathematics
Istanbul University 1960 — 1965
License, Mathematics & Physics
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
Needham Bank May 2014 - Present
Middlesex Savings Bank November 2002 - April 2014
Seacoast Financial Services Corp January 1995 - November 2002
Excel Bancorp, Inc 1987 - 1994
Shawmut Bank 1983 - 1987
Skills
Auditing, Finance, Enterprise Risk..., Loans, Banking, Commercial Lending, Financial Reporting, Accounting, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
Bentley College 1976 — 1980
BS, Accounting
College Nannies and Tutors September 2015 - Present
Self-employed September 2005 - Present
Newtonline March 1997 - January 1998
Shawmut Bank June 1992 - June 1994
Shawmut Bank June 1992 - June 1994
The Boston Company July 1987 - April 1988
Skills
Organization Skills, People Skills, Event Planning, Management, Strategic Planning, Asset Management, Program Management, Marketing, Accounts Payable
Education
Clark University 1983 — 1987
Bachelor's degree, Business Administration and Management
William H. Hall High 1979 — 1983
High School diploma
Pepper Hamilton LLP March 2010 - Present
Wolf, Greenfield & Sacks, P.C. October 2006 - March 2010
Eckert Seamans April 2004 - October 2006
Carlin, Charron & Rosen, LLP April 2002 - January 2003
Arthur Andersen February 1998 - April 2002
Keystone Investments June 1996 - February 1998
Shawmut Bank January 1989 - January 1996
Skills
Human Resources, Employment Law, Employee Relations, Employee Benefits, Recruiting, Mergers & Acquisitions, Litigation, Budgets, Intellectual Property, Trademarks, Contract Negotiation, Litigation Support
Education
Cambridge College 2003 — 2005
MM, Masters in Management.
Malden High School 1976 — 1980
Bentley College
Paralegal Certificate Program
Suffolk University
YHB Investment Advisors February 2012 - Present
Sattva Ayurveda 2009 - Present
Fleet Bank 1996 - 2000
Shawmut Bank 1992 - 1996
Skills
Portfolio Management, Investments, Socially Responsible..., Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Financial Analysis, Holistic Health, Ayurveda, Alternative Medicine, Yoga, Lifestyle, Meditation, Wellness, Healing, Wellbeing, Herbal Remedies, Herbs, Stress Management, Naturopathy, Nutrition, Sustainable Products, Green Living
Education
Duquesne University 1987 — 1991
B.A.
Kripalu School of Ayurvedic Medicine 2007 — 2009
Focus Acquisition Partners June 2008 - Present
Holden & Associates June 2007 - December 2008
Dielectrics 2004 - 2006
SciTech Plastics Group August 2001 - January 2004
SciTech Plastics 2001 - 2004
Flagship Bank 1988 - 1996
Shawmut Bank May 1978 - June 1986
Skills
Banking, Injection Molding, Mergers, Private Equity, Start-ups, Strategic Planning, Business Strategy, Due Diligence, Corporate Development, Investment Banking, Business Development, Divestitures, Venture Capital, M&A experience, Partnerships, Mergers & Acquisitions, Strategy, Manufacturing, Financial Modeling, Finance, Management, Entrepreneurship, Executive Management, P&L Management
Education
Rutgers University-New Brunswick 1982 — 1985
ABA - Graduate School of Banking, Stonier School of Banking
Boston University 1971 — 1973
BA, Sociology
Integration Partners October 2007 - Present
Comm-Works May 2000 - October 2007
Aztec Technology Partners September 1999 - May 2000
UMass Medical School February 1999 - August 1999
Mahon Communications January 1996 - January 1999
Mahon Communications October 1990 - October 1996
Shawmut Bank October 1988 - September 1990
Computer Telephone Corporation August 1983 - September 1988
Skills
Networking, VoIP, Data Center, Juniper, Cisco Technologies, VPN, OSPF, BGP, Switches, LAN-WAN, Firewalls, Routing, Routers, MPLS, QoS, Network Security, IP, Network Design, Wireless Networking, Unified Communications, WAN, Troubleshooting, Hardware, Software Installation, TCP/IP, SIP, Telecommunications, Wireless, Juniper Technologies
Education
Nortel Networks 1996 — 2001
Certified Support Expert, Routers
Clark University 1994 — 1995
Certificate Local Area Network Administration, Novell CNA, CNE 3.12 to 5.1 Update
Massachusetts Bay Community College 1979 — 1982
Associate's degree, Business Administration and Management, General
Blue Hills Regional Technical School
Certiifcate Basic Electronics
Capital One January 1996 - February 2015
Shawmut Bank May 1987 - January 1996
Skills
Financial Services, Management, Strategy, Risk Management, Operational Risk..., Business Process..., Analytics, Banking, Process Improvement, Credit Cards
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1981 — 1985
Bachelor of Science (BS), Industrial Engineering
Safety Insurance January 2013 - Present
Hanover Insurance November 2006 - December 2012
Personal Lines May 1999 - January 2006
Personal Lines March 1998 - April 1999
Hanover Insurance July 1997 - February 1998
Hanover Insurance November 1996 - June 1997
B.A., INCORPORATED January 1989 - January 1996
Shawmut Bank January 1982 - January 1988
Skills
General Insurance, Underwriting, New Business Development, Team Building, Sales Presentations, Public Speaking, Property & Casualty..., Customer Service, Homeowners, Insurance, Sales Management, Commercial Lines, Salesforce.com, Umbrella Insurance, Commercial Insurance, Strategic Planning, Building Relationships, Claim, Sales, Legal Liability, Marketing, Liability, Casualty, Inland Marine, Professional Liability, Customer Retention, Workers Compensation, Claims Management, Brokers, D&O, Sales Operations, Training, Negotiation, Management, Casualty Insurance
Education
Blackstone Valley Regional Technical High School 1979 — 1982
High School Diploma, Graphic Arts
Assumption College
Business Management
Quinsigamond Community College
Small Business Management
US Coast Guard Academy 2015 - Present
CIGNA 2007 - 2015
DST 2004 - 2007
The Systems Group June 1995 - September 2004
Aetna Life and Casualty 2003 - 2003
United Healthcare 1998 - 1999
Smith and Associates 1995 - 1995
Shawmut Bank 1994 - 1995
Blue Cross/Blue Shield 1994 - 1994
Finast Supermarkets 1993 - 1994
Skills
Software Development, Programming, Microsoft Word, VB.NET, Organizational..., Business Process..., Databases, IT and Physical Security, Process Reengineering, Strategic Planning and..., Staff Management and..., Languages (Visual..., Tools (Microsoft .NET..., Databases (Access,..., Applications..., Cyber-security, Ethical Hacking, Penetration Testing, Vulnerability Assessment, Project Management, Application Security..., Web Application..., Wireless Security, Social Engineering, Solutions Architect, Visio, COBIT 5, ITIL, Wireshark, Burp Suite, Nessus, SSIS
Education
Regis University 2012 — 2014
Master's Degree, Computer and Information Systems Security/Information Assurance
Central Connecticut State University 1976 — 1985
Bachelor of Science, Business Administration
Pegasystems June 2009 - Present
Madden's Howlin Hills 2008 - 2011
Pegasystems July 2008 - June 2010
Pegasystem May 2006 - July 2008
Pegasystems January 2000 - April 2006
Pegasystems 1996 - 1998
Shawmut Bank 1989 - 1996
Skills
Networking, Server Architecture, Agile Methodologies, Scrum, Enterprise Architecture, SOA, SaaS, Enterprise Software, Business Process..., Weblogic, Business Process Design, Software Development, Software Project..., Pegasystems PRPC, Web Services, Project Management, Testing, Oracle, Databases, Product Management, Quality Assurance, Software Quality..., Test Automation, Java Enterprise Edition, Agile Project Management, Mobile Applications, Integration, Solution Architecture, Requirements Analysis
Education
Kitty Hawk Consulting, Inc 2011 — 2011
Certification, Scrum Master
Oracle University 2010 — 2010
Certificate of Completion, Oracle 11g Administration WorkShop I R2
Oracle University 2010 — 2010
Certificate of Completion, Oracle 11g SQL Fundamentals I
Fayetteville State University 1983 — 1983
MassDevelopment April 2015 - Present
Impact Ventures May 2013 - April 2015
Capital Impact Partners 2006 - 2013
City First Bank of DC 2005 - 2006
Bank of America 1992 - 2005
Shawmut Bank 1990 - 1992
Skills
Community Development, Relationship Management, Business Development, Nonprofits, Real Estate, New Markets Tax Credits, Credit, Program Management, Leadership, Finance, Socially Responsible..., Impact Investing, Mission Investing, Strategy, Strategic Planning
Education
Fairfield University 1980 — 1984
BA, Political Science
HomeSmart Professionals Real Estate February 2014 - Present
Coldwell Banker Residential Brokerage September 1992 - February 2014
Shawmut Bank 1981 - 1992
Skills
Office Administration, Real Estate, Real Estate Transactions, Property Management, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Visio, Web Design, Troubleshooting, Administrative..., Contract Negotiation, Outlook, Relocation, Short Sales, Customer Service, First Time Home Buyers, Sellers, Administration, Investors, Sales, Leadership
Education
Community College of Rhode Island 2007 — 2016
Certification, IT Specialist
AAA Northeast September 2012 - Present
Bank of America 2000 - 2012
Fleet Bank 1997 - 2000
Fleet Bank 1996 - 1997
Shawmut Bank 1991 - 1996
Skills
Full-life Cycle..., Building Relationships, Onboarding, Staff Retention, Event Management, Strategic Sourcing, College Recruiting, Cold Calling, Applicant Tracking..., Employee Referral..., Behavioral Interviewing, Networking, Spanish-speaking, Talent Management, Performance Management, Finance, Recruiting, Customer Service, HRIS, Sales, Succession Planning, Temporary Placement, Human Resources, Management, Employee Relations, Screening, Hiring, Strategy, Call Centers
Education
Bay State College
Six Sigma 2 week Green Belt Training
Mortgage Master July 2009 - Present
Loansnap.com August 2001 - June 2009
HomeVest Mortgage October 1999 - August 2001
Mortgage Information Services Inc. 1996 - 1999
Shawmut Bank 1987 - 1997
Skills
Mortgage Lending, Loans, Investment Properties, USDA, Credit, Mortgage Banking, Loan Origination, Refinance, Real Estate, FHA, Real Estate Transactions, VA loans, Finance, Mortgage Marketing, Residential Mortgages, Commercial Lending, Government Loans, FHLMC, FHA financing, Sales, Reverse Mortgages, Mortgage Underwriting, Real Estate Financing, Credit Analysis, Residential Homes, First Time Home Buyers, Financial Services, Underwriting, Commercial Mortgages, Certified Mortgage..., Construction Loans, Investments, Consumer Lending, Real Estate Economics, Referrals, Banking, Loss Mitigation
Education
Bentley University 1979 — 1983
Tilton 1978 — 1979
High School, PG Year
Framingham South HS
Framingham South HS
Discover Financial Services January 2011 - Present
Citigroup May 2006 - January 2011
Bank of America 1996 - 1998
Lafayette American Bank 1994 - 1996
Shawmut Bank 1990 - 1994
Skills
Portfolio Management, Credit Risk, Risk Management, Underwriting, Credit Analysis, Retail Banking, Treasury Management, Banking, Basel II, Commercial Banking, Mergers & Acquisitions, Business Analysis, Strategy, Finance, Management, Due Diligence, Derivatives, Commercial Lending, Cash Management, Structured Finance, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1988 — 1990
MBA, Finance
The Hartford Financial Services Group June 2000 - Present
Connecticut State University System Office April 1998 - July 2000
Costello & Associates June 1996 - April 1998
Shawmut Bank June 1975 - May 1996
Skills
SSIS, SQL Server, SSRS, Windows, ASP.NET, C#Net, VB.NET, JavaScript, HTML, CSS, Windows 7, Windows Vista, Windows Server, Crystal Reports, TCP/IP, Routers, Switches, Network Design, Leadership, IT Leadership, Systems Analysis, IT Management, HTML 5, Web-based Systems, IT Strategy, Consensus Building, Visual Studio, Entity Framework, Visual Studio Team..., System Architecture, Matrix Management, Microsoft SQL Server, SOA, SDLC, Security, Unix, Enterprise Software, .NET
Education
Central Connecticut State University 2007 — 2012
MS, Computer Information Technology, 3.97
The University of Connecticut 1971 — 1975
BS, Management Science
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
Crimson Hexagon 2011 - Present
neoSaej Co June 2008 - December 2009
Venture Advisors, LLC November 2004 - June 2008
Parson Consulting 1997 - 2003
Shawmut Bank 1983 - 1993
MIUW Portsmouth, NH 1987 - 1990
Skills
Start-ups, Analysis, Budgets, Leadership, Accounts Receivable, Vendor Management, Management, Due Diligence, Executive Management, Financial Modeling, Accounting, Auditing, Finance, Entrepreneurship, Revenue Recognition, Human Resources, Strategy, Internal Controls, Software Development, Business Strategy, SaaS, E-commerce, Managerial Finance, Financial Analysis, Strategic Planning, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1987
MBA, Finance and MIS
Tulane University 1972 — 1976
BS, Psychology
Landon School
Wellington Management 1988 - 2008
Shawmut Bank 1983 - 1988
Boston Financial Data Services 1981 - 1983
City of Warwick, RI 1977 - 1981
Price Waterhouse 1973 - 1977
Education
Bentley University 1970 — 1973
BS, Accounting
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney December 2005 - January 2009
Legg Mason 1996 - November 2005
shawmut bank 1990 - 1992
Skills
Wealth Management, Wealth Preservation..., Investments, Finance, Asset Allocation, Public Speaking, Risk Management, Business-succession..., Concentrated Stock..., Fixed Income Strategies, Insurance, Multi-generational..., Strategic Planning, Tax-efficient Strategies, Estate Planning...
Education
College for Financial Planning 2000 — 2003
CFP®
Nichols College 1986 — 1990
bachelors, management
Community Dispute Settlement Center April 2015 - Present
Michaels, Ward & Rabinovitz, LLP July 2004 - February 2015
Berman DeValerio Pease Tabacco Burt & Pucillo 2003 - 2004
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates 2001 - 2003
Alston & Bird LLP 1998 - 2001
State of Georgia Office of the Attorney General 1996 - 1997
Kirwin, Parks, Chesin, & Miller P.C. 1996 - 1996
Shawmut Bank 1990 - 1991
Skills
Litigation, Securities Litigation, FINRA, Arbitration, Commercial Litigation, Legal Writing, Trials, Securities, Securities Regulation, Mediation, Class Actions, Employment Law, Courts, Business Litigation, Civil Litigation
Education
Boston University School of Law 1992 — 1995
Doctor of Law (JD)
Emory University 1985 — 1989
B.A., Psychology
Wayland High 1981 — 1985
High School Degree
Appleton Partners, Inc. March 2015 - Present
Boston Private Bank & Trust Co. April 2000 - March 2015
Fleet Bank 1995 - 1999
Shawmut Bank 1990 - 1995
Skills
Wealth Management, Investment Strategies, Investment Management, Banking, Portfolio Management, Asset Management, Endowments
Education
Babson College 1964 — 1968
BSBA
MGH Chelsea Healthcare Center January 2011 - Present
North Shore Medical Center February 2009 - January 2011
Self Employed November 2008 - February 2009
Bank of America January 2004 - February 2006
Fleet Bank January 2000 - January 2004
Fleet Bank January 1996 - January 2000
Shawmut Bank June 1986 - January 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1993
MBA
Colby College 1982 — 1986
BA
Weston High School 1979 — 1983
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank June 2006 - July 2008
Metavante Corp. June 2003 - May 2006
Tiburon Strategic Advisors June 1999 - December 2002
Trust Company of America February 1998 - June 1999
Wells Fargo Bank January 1996 - January 1998
First Interstate Bank October 1995 - January 1996
Shawmut Bank 1988 - 1995
Skills
Treasury Management, Marketing, Sales, Credit Analysis, Credit, Commercial Banking, Loans, Leadership, Banking, Commercial Lending, Cash Flow, Customer Service, Cash Management, Working Capital..., Process Improvement, Relationship Management, Portfolio Management, Management
Education
Hartford Graduate School of Business 1992 — 1995
MBA, Finance
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts (B.A.), Economics
Winstanley Enterprises LLC 2002 - Present
Stonebridge Associates July 1997 - November 2002
Shawmut Bank 1995 - 1997
Salomon Brothers 1996 - 1996
Credit Suisse September 1990 - May 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Colgate University 1986 — 1990
BA, Economics
TIAA-CREF March 2009 - Present
College Board June 2002 - August 2008
Veritas Medicine January 2001 - June 2002
Boston Consulting Group March 1998 - January 2001
Fleet Bank December 1995 - January 1997
Shawmut Bank November 1988 - December 1995
Provident Institution for Savings November 1982 - November 1988
Provident Institution for Savings 1982 - 1988
Skills
Business Analysis, Vendor Management, Real Estate, Leadership, Portfolio Management, Relationship Management, Risk Management, Process Improvement, Staff Development, Investments, Finance, Business Process..., Program Management
Education
Emmanuel College 1995 — 1997
BS, Business Administration
Bridgewater State University 1980 — 1982
ACI Worldwide 2014 - Present
First Data Corporation 2009 - 2013
The Kessler Group 2007 - 2009
Dove Consulting 2005 - 2007
MasterCard 1991 - 2006
Shawmut Bank 1986 - 1991
Skills
Electronic Payments, Payment Card Processing, Payments, Transaction Processing, Payment Systems, Acquiring, Debit Cards, Merchant Services, Credit Cards, Mobile Payments, E-payments, Cards, E-commerce, Financial Services, Strategic Partnerships, B2B, Merchant Acquiring, Payment Gateways, Payment Services, Gift Cards, Payment Industry, EMV, Payment Cards, PCI DSS, Mobile Commerce, NFC, Loyalty Programs, Smart Cards, ACH, Mobile Banking, Internet Banking, Electronic Funds..., Relationship Management, Product Management, Strategy, Loyalty Marketing, Customer Acquisition, Segmentation, Executive Management
Education
Boston University
Sussex Economic Advisors, LLC March 2014 - Present
Santander Bank, N.A. December 2009 - February 2014
Sovereign Bank March 2003 - December 2009
FleetBoston Financial November 1999 - December 2002
Fleet Bank December 1995 - November 1999
Shawmut Bank June 1977 - December 1995
Skills
Credit, Credit Analysis, Banking, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Commercial Banking, Loans, Commercial Lending, Risk Management, Financial Analysis, Management, Financial Structuring, Cash Management, Structured Finance, Relationship Management, Fixed Income, Financial Risk, Asset Based Lending, Finance, Financial Modeling, Financial Services, Investment Banking, Equities, Mergers & Acquisitions, Asset Management, Syndications, Project Finance, Valuation, Hedge Funds, Middle Market, Executive Management, Corporate Finance, Trading, Small Business Lending, Treasury Management, Investments, Derivatives, Underwriting, Due Diligence, Lines Of Credit, Financial Markets, FX Options, Private Equity, Bloomberg, Strategic Financial..., Mortgage Lending, Energy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1977
MBA, Finance
Babson College 1968 — 1972
BS, Marketing
Gene Miller Associates 2014 - Present
FUEL Education 2010 - 2014
Sterling Bank 1989 - 1994
Shawmut Bank 1980 - 1989
Skills
Strategic Planning, Non-profits, Philanthropy, Fundraising, Public Speaking, Start-ups, Leadership Development, Grants, Board Development, Entrepreneurship, Program Development, Business Strategy, Organizational..., Program Management, Social Entrepreneurship, Grant Writing, Nonprofits, Community Outreach, Volunteer Management, Community Development, Program Evaluation, Leadership
Education
Boston University - School of Management 1980 — 1984
MBA
University of New Hampshire 1976 — 1978
BA, Economics and Business
Independent Contractor December 2014 - Present
Bank of America April 2013 - July 2014
Bank of America January 2010 - April 2013
Bank of Amerca May 2008 - January 2010
Bank of America October 2004 - May 2008
FleetBoston Financial Group 2000 - 2004
Fleet Financial Group 1995 - 2000
Shawmut Bank 1982 - 1995
KPMG Peat Marwick August 1978 - December 1982
Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis
Education
Bentley University 1974 — 1978
Bachelor of Science Accounting
TD Bank Group June 2012 - Present
TD Bank Group September 2007 - June 2012
Aames Investment Corp June 2001 - March 2007
Fleet National Bank January 1998 - May 2001
Shawmut Bank May 1993 - May 1996
LSG Sky Chefs May 1992 - May 1993
Skills
Solid credit..., Demonstrated ability to..., Solid understanding of..., Strong communication..., Strong planning and..., Coaching and managing..., Portfolio Management, Management, Credit, Underwriting, Financial Modeling, Finance, Mergers & Acquisitions, Loans, Banking, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA
Syracuse University 1988 — 1992
BS, Operations Management
Simsbury High School (Simsbury, CT) 1987 — 1988
Wilton High School (Wilton, CT) 1986 — 1987
Simsbury High School (Simsbury, CT) 1984 — 1986
CoachCove Consulting September 2005 - Present
Eastern Bank August 1997 - August 2005
Mortgage Information Services March 1996 - July 1997
Baybank September 1995 - March 1996
Shawmut Bank February 1987 - August 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1995
MBA, Marketing and Management
College of the Holy Cross 1981 — 1985
Loring, Wolcott & Coolidge January 2000 - Present
Loring, Wolcott & Coolidge September 1990 - December 1999
Shawmut Bank 1987 - 1990
Skills
Equities, Wealth Management, Portfolio Management, Asset Managment, Trading Systems, Banking, Financial Analysis, Securities, Asset Management, Equity Trading
Education
Eastern Nazarene College 1993 — 1997
B.S., Business
Bank of America July 2012 - Present
Bank of America November 2010 - Present
Bank of America January 2010 - October 2010
Rose International October 2009 - December 2009
Bank of America April 2004 - February 2009
FleetBoston Financial June 2000 - March 2004
FleetBoston Financial 1996 - May 2000
Shawmut Bank 1993 - 1995
Shawmt Bank 1993 - 1994
Skills
Financial Services, Banking, Strategy, Credit, Finance, Risk Management, Loans, Consumer Lending, Retail Banking, Relationship Management, Project Management
Education
Assumption College 1990 — 1993
MBA, Human Resources
Bethel University 1983 — 1987
Bachelor of Arts, Political Science
People's United Bank May 2014 - Present
Sovereign Bank February 2006 - May 2014
RBS Business Capital & Citizens Business Capial 1998 - 2006
Army National Guard 1998 - 2003
Fleet Bank 1998 - 1999
BayBank & BankBoston 1990 - 1998
Shawmut Bank 1989 - 1990
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Banking, Cash Flow Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Credit Risk, Commercial Finance, Loan Origination, Syndications, C&I Lending, SBA
Education
Bryant University 1984 — 1998
BSBA, Finance & Accounting
Bentley University 1990 — 1994
Graduate Degree, Master of Finance
Springboard Learning, Inc. September 2010 - Present
MediaPro, Inc. June 2007 - Present
Boeing Commercial Airlines Learning, Training and Development 2007 - 2014
Claire Baddeley 1999 - 2007
Asymetrix Learning Systems September 1997 - March 1999
Fidelity Investments April 1997 - September 1997
BBN 1993 - 1997
Bank of Boston February 1993 - December 1993
Shawmut Bank September 1992 - December 1992
Boston University September 1991 - June 1992
Skills
Design Documents, Testing, Captivate, Instructional Design, E-Learning, Web-Based Training, WBT, Online Communications, Corporate Training, Training, Web Content, Writing, Technical Writing, Storyboarding, Interactive Applications, Interactive Media, Blended Learning, Training Needs Analysis, Curriculum Design, Curriculum Development, Interaction Design, Multimedia, Content Strategy, Content Development, Web Content Management, Content Writing, Resume Writing, Teamwork, Proofreading, Collaborative Problem..., Learning Management, Learning Management...
Education
Boston University
M.Ed., Instructional Media and Technology
University of Illinois at Urbana-Champaign
BA, Psychology and MA, Labor and Industrial Relations, Summa Cum Laude
Citizens Bank May 2012 - Present
Bank of America April 2004 - May 2012
Fleet Bank January 2003 - April 2004
Fleet Bank January 1998 - January 2003
Fleet Bank June 1993 - January 1998
BayBanks, Inc. January 1990 - June 1993
Shawmut Bank June 1983 - December 1989
Skills
Auditing
Education
Boston College 1979 — 1983
BS, Finance
ESPN September 1998 - Present
Heublein 1995 - 1998
Shawmut Bank 1992 - 1995
Skills
Broadcast, Budgeting, Budget Management, Excel, Finance, Accounting, Forecasting, Financial Modeling, Financial Analysis, Strategic Planning, Advertising, Social Media, Business Planning, Process Improvement, Account Management, Public Speaking
Education
University of Hartford 1989 — 1994
MBA, Accounting
Fairfield University 1984 — 1988
Bachelor's of Science, Finance
National Grid December 2014 - Present
Concentric Energy Advisors October 2006 - December 2014
FTI Consulting 2001 - 2006
Arthur Andersen 1999 - 2001
Navigant Consulting 1997 - November 1999
New England Electric System (now National Grid US) 1995 - 1997
Shawmut Bank 1993 - 1995
Skills
Renewable Energy, Valuation, Energy Policy, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, Project Finance, Expert Witness, Solar Energy, Corporate Finance, Strategy, Finance, Wind, Mergers & Acquisitions, Energy, New Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 1991 — 1993
MBA, Finance, General
Hobart and William Smith Colleges 1981 — 1985
BA, Economics
Bronxville High School
Deloitte LLP August 2010 - Present
Deloitte LLP January 2005 - August 2010
Deloitte LLP May 1995 - January 2005
Shawmut Bank 1986 - 1993
Skills
Business Process..., Strategy, Auditing, Sarbanes-Oxley Act, Project Management, Management Consulting, Financial Reporting, Program Management, Employee Engagement, Change Management, Mergers & Acquisitions, Internal Controls, Financial Analysis, Editing, Public Speaking, Employee Relations, Process Improvement
Education
Fairfield University
Katherine Gibbs School
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
MassHousing 1996 - Present
Shawmut Bank 1986 - 1996
Skills
Loans, Risk Management, Credit, Real Estate Economics, Due Diligence, Investments, Mortgage Lending, Condos, Residential Mortgages, Loan Origination, Refinance, FHA, Underwriting, USDA
Education
Saint Anselm College 1980 — 1984
BA, Economics
Bentley College - Elkin B. McCallum Graduate School of Business
MSA, Accounting
Bank of America Merrill Lynch January 2009 - Present
Shawmut Bank 1982 - 2012
Skills
Commercial Banking, Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Credit, Fixed Income, Financial Risk, Insurance, Derivatives, Investments, Equities, Underwriting, Hedge Funds, Risk Management, Asset Managment, Asset Allocation, Mergers & Acquisitions, Private Equity, Series 7, Banking, Financial Modeling, Finance, Valuation, Asset Management, Credit Analysis, Financial Analysis, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
University of Notre Dame 1978 — 1982
BA, Economics and International Relations
American International School of Dusseldorf
Floor Coverings International June 2010 - Present
Synterein November 2010 - Present
Near Infrared Imaging, LLC April 2010 - Present
Edgewater Realestate April 2010 - Present
DST Sytems December 2006 - February 2010
Envision Financial Systems November 2006 - December 2007
Federated Investors September 1998 - January 2005
Scudder Stevens and Clark August 1987 - September 1998
Shawmut Bank August 1984 - August 1987
Boston Financial Data Services March 1981 - July 1983
Skills
Asset Managment, Mutual Funds, Hedge Funds, Business Analysis, Business Strategy, Business Planning, Entrepreneurship, Securities, Equities, Retirement Planning, Investments, Relationship Management, Financial Services, Strategic Planning, Capital Markets, Strategic Financial..., Business Development, Portfolio Management, Executive Management, Risk Management, Alternative Investments, Asset Management, Management, Process Improvement, New Business Development, Mergers & Acquisitions, Investment Management, Small Business, Leadership, Start-ups, Financial Analysis, Operations Management, CRM, Corporate Finance, Asset Allocation, Accounting, Strategy, Private Equity, Finance
Education
Northeastern University 1988 — 1993
Associates, Finance and Operations Management
Bentley University 1983 — 1986
Accounting and Finance
Lake Sunapee Bank March 2010 - Present
Lowell Cooperative Bank January 2008 - March 2010
Lowell Cooperative Bank 2008 - March 2010
Community Bank & Trust Company October 2006 - December 2007
Centrix Bank & Trust September 2001 - October 2006
Citizens Bank October 1996 - June 1999
Shawmut Bank 1979 - 1983
Skills
Loans, Commercial Lending, Commercial Mortgages, Banking, Workout, Credit, Small Business Lending, SBA, Mortgage Lending, Finance, Sales, Management, Customer Service, Underwriting, Small Business, Consumer Lending, Commercial Banking, Portfolio Management, Business Development, Mortgage Banking, Lines Of Credit, Credit Analysis, Loan Origination
Education
Boston University 1982 — 1983
University of New Hampshire - Whittemore School of Business and Economics 1972 — 1981
Bacherlor of Science, Business Administration
Bay State Savings Bank March 2009 - Present
UniBank for Savings November 1994 - May 2001
Shawmut Bank 1978 - 1994
Skills
Banking, Retail Banking, Loans, Operations Management, Mortgage Lending, Credit Risk, Risk Management, Team Motivation, Procedure Manuals, Risk Assessment, Policy, Project Management
Education
Becker College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florence Savings Bank March 2014 - Present
United Bank December 1989 - March 2014
Shawmut Bank June 1987 - December 1989
Skills
Loans, Commercial Lending, Small Business Lending, Bank Secrecy Act, Credit, Bank Management, Commercial Banking, Banking, VA loans, Credit Analysis, FHA, Underwriting, Retail Banking, Credit Risk, Finance, Loan Servicing, Mortgage Lending, Leadership, Commercial Mortgages, Portfolio Management, Asset Based Lending, Cash Management, Branch Banking, Consumer Lending, Risk Management, SBA, Cross Selling, Loan Origination, Residential Mortgages, USDA, FHA financing, Banking Relationships, Lines Of Credit, Construction Loans, Financial Risk, Refinance, Treasury Management, Deposits, Mortgage Banking, Mortgage Underwriting, Commercial Real Estate, Financial Analysis, Relationship Management
Education
Bentley University 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Chicopee High School 1980 — 1983
Vigilant Capital Management, LLC September 2011 - Present
US Trust, Bank of America Private Wealth Management 1993 - September 2011
U.S. Trust, Bank of America Private Wealth Management 2001 - 2011
Bank of Boston 1993 - 2011
Shawmut Bank 1989 - 1993
Skills
Wealth Management, Trust Services, Portfolio Management, Wealth Management..., Alternative Investments, Asset Allocation, Estate Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
M.B.A., Finance
Merrimack College 1985 — 1989
B.S.B.A., Finance/Investments
Methuen High School 1981 — 1985
4Sight Technologies November 2009 - Present
Edgewater Technology March 2003 - October 2008
American Student Assistance 2003 - 2007
Epsilon Data Management 2000 - 2001
Pinnacle Decision Systems 1996 - 2000
Shawmut Bank 1995 - 1996
Polaroid Corporation 1994 - 1995
State Street Bank & Trust 1992 - 1994
Bank of New England 1987 - 1992
Skills
Business Requirements, Business Analysis, Requirements Analysis, Visio, SQL, MS Project, Scrum, Data Warehousing, Software Documentation, Project Management, Quality Assurance, UML, Data Modeling, SDLC, Agile Methodologies, Requirements Gathering, Analysis
Education
Dartmouth College
First Parish in Milton Unitarian Universalist September 2013 - Present
Unitarian Universalist Association August 2011 - March 2013
BTHR Solutions / BeneTemps February 2004 - August 2011
Bank of New England Retirement Plan 1992 - 2000
Shawmut Bank January 1984 - February 1992
Skills
Defined Benefit, Benefits Administration, Employee Benefits, HRIS, Human Resources, Access, Vendor Management, Microsoft Office, Program Management, Pension Funds, Microsoft Excel, Pensions, Community Outreach, Religion, Non-profit..., Project Management, Public Speaking, Team Building, Customer Service, Training, Editing, Policy, Nonprofits, Leadership, Volunteer Management, Social Justice, Community Organizing, Stewardship, Fundraising
Education
American University
BA, Political Science
Johnson & Wales University July 2012 - Present
Fidelity Investments September 1996 - July 2012
Hooper Holmes (Portamedic) 1994 - September 1996
Shawmut Bank 1993 - 1994
Skills
Visio, Systems Analysis, Business Analysis, SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Software Project..., Process Improvement, Program Management, COBOL, SQL, Business Requirements, Requirements Gathering, DB2, PMP, Enterprise Architecture, Data Warehousing
Education
Fairfield University 1988 — 1992
B.S., Marketing, Finance, Economics
Hastings-on-Hudson High School 1984 — 1988
Medway Cooperative Bank April 2004 - Present
Charles River Bank April 2004 - Present
AT & T Capital Corporation 1997 - 2000
Hudson National Bank 1990 - 1995
Shawmut Bank 1977 - 1988
Skills
Credit, Commercial Banking, Banking, Portfolio Management, Loans, Commercial Lending, Real Estate, Small Business Lending, Credit Risk, Commercial Mortgages, Credit Analysis, Retail Banking, Small Business, Financial Analysis, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1984
MBA, Business
Northeastern University 1971 — 1976
B/S Business Administration, Business
ALS Association, Massachusetts Chapter July 2009 - Present
State Street Bank 2002 - December 2008
State Street Bank 1996 - 2002
State Street Bank 1991 - 1996
Shawmut Bank 1982 - 1991
Skills
Integration, Requirements Gathering, CRM, Cross-functional Team..., Project Management, Software Documentation, General Ledger, Requirements Analysis, Testing, Databases, Analysis, Software Development
Education
Babson College 1974 — 1975
MBA, Finance
University of Massachusetts, Amherst 1966 — 1970
BBA, Systems Management
State Street February 2010 - December 2012
SunGard January 2004 - October 2008
State Street Bank 1997 - 2003
BankBoston (formerly BayBank) 1989 - 1997
Shawmut Bank 1986 - 1989
Bank of New England 1984 - 1986
Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds
Education
Bentley University
BS, Economics/Finance
Marcus Partners February 2009 - Present
Davis Companies 1993 - 2008
Shawmut Bank 1990 - 1993
Krupp Realty and Development 1987 - 1990
United States Navy October 1978 - July 1985
Skills
Due Diligence
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MSM, Finance, Real Estate
Bowdoin College 1974 — 1978
BA, Economics, Art History
Bean Group February 2010 - Present
Better Homes & Gardens Real Estate The Masiello Group September 2007 - February 2010
Granite State South Board of REALTORS 2007 - 2010
Shawmut Bank 1990 - 1994
Skills
Relocation, Sellers, First Time Home Buyers, Condos, Real Estate, Single Family Homes
Education
Bentley University 1986 — 1990
Bachelor’s Degree, Accountancy
JPMorgan Chase May 2014 - Present
JP Morgan Chase October 2010 - May 2014
JPMorgan Chase May 2005 - January 2010
JP Morgan Chase March 2005 - January 2010
BankOne 1998 - 2004
J.D. Carreker June 1997 - May 1998
Systems Experience September 1996 - May 1997
First Interstate Bank/Wells Fargo November 1993 - August 1996
Shawmut Bank July 1987 - November 1993
American Savings and Loan 1986 - 1987
Skills
Process Improvement, Risk Management, Enterprise Architecture, Financial Services, IT Strategy, Banking, Software Development, Disaster Recovery, Strategy, Vendor Management, Transaction Processing, SDLC, Payments, Business Analysis, Enterprise Software, Management, Mergers & Acquisitions, Program Management, Requirements Analysis, Project Portfolio..., Integration, Portfolio Management
Education
Coleman College
San Diego State University-California State University
Cushman & Wakefield October 2010 - Present
Johnson Controls Inc April 1999 - October 2010
Fleet Financial Group 1995 - 1999
Shawmut Bank 1993 - 1995
Aetna 1990 - 1993
Education
Boston Architectural College 1985 — 1990
BArch, Architecture
Hartford State Technical College 1980 — 1982
AS, Architectural Technology
Eastern Connecticut State University 1979 — 1980
Conard High School 1976 — 1979
Diman March 1992 - Present
Shawmut Bank 1990 - 1992
Education
Bridgewater State College
MS, Education
SMU
BS, Finance
Avidia Bank February 2008 - Present
Commerce Bank & Trust Company 2005 - 2007
Wells Fargo Home Mortgage 1999 - 2005
Mortgage Information Services 1996 - 1999
Shawmut Bank July 1986 - June 1996
Skills
Commercial Banking, Computer Proficiency, Cash Management, Mortgage Banking, Sales, Organizational..., Customer Retention, Customer Support
Education
Clark University 1982 — 1986
BA, Economics & Liberal Arts
Independent Contractor March 2009 - Present
Bank of America April 2004 - March 2009
Fleet Bank February 1994 - March 2004
Shawmut Bank June 1980 - March 1994
Skills
Leadership, Investments, Financial Services, CRM
Education
Boston University Questrom School of Business
BS, Business Administration
Shawmut Bank October 1983 - October 1993
Richardson-Merrell (vicks), Inc. November 1977 - June 1983
Education
Sacred Heart University 2004 — 2006
AA/cont. for Bachelors, Business Administration
Eastern Florida State College 1973 — 1976
AA, Business Administration
3D Systems Corporation 2009 - Present
3D Systems Corporation 2006 - 2009
GE Capital 2004 - 2005
GE Capital 2000 - 2004
GE Capital 1998 - 2000
Payless Cashways, Inc 1991 - 1998
University Bank & Trust 1987 - 1991
Shawmut Bank 1987 - 1987
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Product Development
Education
Dean College
ING-US January 2004 - July 2012
CitiStreet January 2000 - January 2004
Putnam Investments January 1999 - January 2000
Putnam Investments January 1996 - January 2000
Shawmut Bank January 1994 - January 1996
Fleet Bank January 1991 - January 1994
Skills
Six Sigma, Project Management, SDLC, Defined Benefit, Business Requirements, Business Analysis, Management, Financial Services, Leadership
Education
Eastern Nazarene College
MSM; Master of Science, Management
Eastern Nazarene College
BSBA, Business Administration
Quincy College
AS, Liberal Arts
Milford Area Chamber of Commerce December 2013 - Present
Country Bank April 2010 - March 2013
Country Bank April 2008 - April 2010
Clinton Savings Bank 2000 - 2008
Bay State Savings Bank 1998 - 2000
Shawmut Bank 1980 - 1990
Skills
Human Resource, Strategic Planning, Compliance, Sales Management, Budgets, Retail Banking, Sales, Employee Relations, Team Building, Customer Service, Branch Management, Cross Selling, Coaching, Deposits, Branch Banking, Retail, Employee Training, Consumer Lending, Small Business Lending, Loans, Leadership, Personal Banking, Training, Credit, Commercial Lending, Credit Risk, Credit Analysis, Lines Of Credit, Mortgage Lending, Cash Management, Internet Banking, Loan Origination, Risk Management, Electronic Payments, Contract Negotiation, On-Boarding Program, Job Descriptions, Job Evaluation, Hiring Employees, Core Banking, Finance, Financial Services, Mortgage Banking, Portfolio Management, Underwriting, Loan Servicing, Management, Banking, Small Business
Education
Stonier Graduate School Of Banking 2013 2011 — 2013
Finance and Banking
Wharton School of Business 2011 — 2013
Wharton Leadership Certificate
Assumption College 2008 — 2010
Certificate, Human Resource
Fitchburg State College 1979 — 1981
Bachelor's degree, Business Administration and Management, General
Dime Bank August 2011 - Present
Dime Bank 2005 - August 2011
ARI - Glastonbury CT 2003 - 2005
TD Banknorth - ASB 1996 - 2003
Shawmut Bank 1995 - 1996
Northeast Savings FA 1985 - 1995
Education
The University of Connecticut 1982 — 1985
BA, Econ / Finance
Boston College 1981 — 1982
Economics
New Milford High School 1977 — 1981
University of Hartford
MS, Accounting
Villanova University
Webster Bank October 2008 - Present
Webster Bank May 2004 - October 2008
FIRSTFED 1994 - 2004
Shawmut Bank August 1989 - May 1994
First Bristol County National Bank September 1983 - August 1989
Skills
Banking, Retail Banking, Risk Management, Training, Mortgage Lending, Branch Banking, Credit, Mergers & Acquisitions, Loans, Management, Commercial Lending, Cross Selling, Credit Analysis, Small Business Lending, Commercial Banking, Consumer Lending
Education
Bristol Community College 2009 — 2013
Certificate in Multimedia Development, Multimedia Development/Instructional Design, 4.0
Bryant University 1987 — 1994
BS, Management
Fisher College 1985 — 1987
Associates, Management, 4.0
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
People's United Bank 2013 - Present
Citizens Bank 2008 - 2013
Citizens Bank 2006 - 2008
Citizens Bank 1996 - 2005
Shawmut Bank 1989 - 1996
Skills
Credit, Credit Risk, Loans, Capital Markets, Financial Risk, Credit Analysis, Corporate Finance, Risk Management, Management, Wholesale Banking, Financial Services, Finance, Basel II, Commercial Banking, Leadership, Portfolio Management, Operational Risk..., Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
BA, Economics and Business, Graduated Magna Cum Laude
Travelers March 2013 - Present
Travelers Insurance April 2011 - March 2013
Travelers Insurance 2007 - 2011
Travelers 2001 - 2007
Travelers 1998 - 2001
Travelers 1996 - 1998
Shawmut Bank February 1994 - November 1995
Skills
Process Improvement, Business Intelligence, Property & Casualty..., Insurance, Vendor Management, General Insurance, SDLC, Legal Liability, Risk Management, Commercial Insurance, Claim, Business Analysis, Claims Management, Liability, Management, Financial Analysis, Analytics
Education
Central Connecticut State University 1984 — 1987
BS, Business
Manchester Community College
Associate of Science (A.S.), Accounting and Finance
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
Westport Resources August 2013 - Present
Citi Private Bank February 2012 - August 2013
Galaxy Family Resources, LLC December 2008 - January 2012
GenSpring Family Offices 2006 - 2008
Bank of New York Mellon 1999 - 2006
Shawmut Bank January 1989 - April 1999
Barnett Bank 1984 - 1989
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Due Diligence, Insurance, Equities, Investment Banking, Private Equity, Fixed Income, Asset Management, High Net Worth..., Private Banking, Investments, Finance, Mutual Funds, Investment Strategies, Loans, Portfolio Management, Risk Management, Investment Management, Securities, Family Office, Strategic Financial..., Financial Services, Wealth Management...
Education
Fairfield University 1967 — 1971
B.S., Marketing
University of Oklahoma
Advanced degree in Commerical Banking
East Boston Savings Bank January 2002 - Present
Cambridge Trust 1995 - 2001
Shawmut Bank 1977 - 1995
Education
Brown University 1968 — 1972
BA
Brown Brothers Harriman March 2015 - Present
The Kraft Group November 1999 - June 2014
BankBoston 1996 - 1999
Shawmut Bank March 1993 - January 1996
Bingham McCutchen LLP 1988 - 1992
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Mergers & Acquisitions, Licensing, Intellectual Property, Employment Law, Legal Advice
Education
Cornell Law School 1985 — 1988
Doctor of Law (J.D.)
Wellesley College 1980 — 1984
Bachelor of Arts (B.A.), English and Political Science
Bank of America Investor Relations AnalystFleet Bank1997 - 2004
Shawmut Bank 1985 - 1990
Education
University of Notre Dame - Mendoza College of Business 1983 — 1984
MBA
Baylor University - Hankamer School of Business 1977 — 1981
BBA
Medical Arts Hearing Instruments Inc 1988 - Present
Shawmut Bank 1980 - 1988
Skills
Medical Devices, Sales Management, Project Management, Business Strategy, Marketing Strategy, Product Marketing, Account Management, Manufacturing, Business Development, Contract Negotiation, Start-ups, Business Planning, Sales, Competitive Analysis, Marketing Management, Customer Service
Education
Bentley University 1976 — 1980
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2006 - Present
Amgen June 2005 - March 2006
Purdue Pharma January 1998 - June 2005
Zeneca October 1995 - January 1998
Shawmut Bank August 1991 - October 1995
Newington Children's Hospital January 1982 - August 1990
Skills
Managed Care, Pharmaceutical Sales, Psychiatry, Immunology, Neurology, Pain Management, Oncology, Dermatology, Hospitals, Cardiology, Clinical Research, Hospital Sales, Gastroenterology, Surgery, Endocrinology, Pulmonology, Infectious Diseases, Product Launch, Diabetes, Pharmaceutical Industry, Rheumatology, Biotechnology
Education
The University of Connecticut 1989 — 1991
Masters of Business Administration, Marketing
Central Connecticut State University 1985 — 1989
B.A., Economics
Oracle Elevator February 2011 - Present
Bank of America November 2007 - May 2009
Bank of America December 2006 - November 2007
Bank of America May 2004 - December 2006
Fleet Bank January 2000 - May 2004
Fleet Bank April 1996 - January 2000
Shawmut Bank May 1992 - April 1996
Shawmut Bank July 1989 - May 1992
Skills
Budgets, Forecasting, Cross-functional Team..., Auditing, Variance Analysis, Process Improvement, Banking, Business Process..., Management, Project Management, Financial Modeling, Finance, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Accountancy
Bentley University 1985 — 1989
BS, Finance
Whitman Hanson
HarborOne Bank February 2014 - Present
Admirals Bank November 2012 - January 2014
The Maimonis Household February 2011 - September 2012
Massachusetts Housing Finance Agency 2010 - 2011
Graystone Solutions, Inc. 2003 - 2010
Premier Capital, Inc., 1999 - 2003
USTrust 1996 - 1999
Fannie Mae 1995 - 1996
Shawmut Bank 1985 - 1995
Skills
Strategic Planning, Loss Mitigation, Loan Servicing, Bankruptcy, REO, Executive Management, Portfolio Management, Financial Services, Financial Risk, Consumer Lending, Credit Risk, Loans, Foreclosures, Performance Management, Negotiation, Credit Analysis, Real Estate, Management, Process Improvement, Securitization, Credit, Risk Management, Default, Mortgage Lending, Program Management, Banking, Underwriting, Analysis, Training, Loan Origination, Finance, Leadership, Mortgage Servicing, Loan Modifications, Residential Mortgages, Mortgage Banking, Financial Analysis, FHA, Vendor Management
Education
Brandeis University
B.A.
Innovation Arabians, LLC 2009 - Present
Olmstead Associates 1997 - 2007
AmTrust System 1990 - 2007
BankBoston 1995 - 1997
Shawmut Bank 1992 - 1995
Skills
CICS, JCL, COBOL, FTP, Visio, MS Project, Fileaid, VSAM, TSO, NDM, Endevor, Xpediter, Intertest, Word, Excel, Mainframe, Easytrieve, IBM Utilities, ISPF, MVS, OS/390, DB2/SQL, IBM Mainframe, VTAM, DB2, Syncsort, SDSF, PVCS, Production Support, JES2, RACF, Microsoft Word, Endeavor, SDLC, Requirements Gathering, PMO, Testing, Financial Services
Education
Boston University 2003 — 2003
Certification, Oracle & Microsoft Solutions Developer
Anthony J. Napolitano & Associates 1991 - Present
Shawmut Bank August 1990 - April 1991
Arthur B. Estrada and Associates, Inc. May 1985 - December 1989
Dime Savings Bank June 1984 - May 1985
Skills
Real Estate, Disposition, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate, Appraisals, Single Family Homes, REO, Real Estate Economics, Apartments, Foreclosures, Investors, Short Sales, FHA, Condos, Sellers, Investment Properties, Relocation, Dispositions
Education
State of Connecticut
Licensed Real Estate Broker, CT
Appraisal Institute
MAI, Commercial and Residential Real Estate Appraisal
Central Connecticut State University 1973 — 1977
Bachelor of Science Degree, Industrial Technology
Polivy & Taschner< LLC January 1999 - Present
Rome McGuigan, P.C. January 1996 - January 1999
Shawmut bank January 1993 - January 1996
Skills
Entrepreneurship, Start-ups, Business Strategy, Strategic Planning, Commercial Litigation,..., Real Estate Litigation, Creditors Rights, Creditor Bankrutpcy..., Business Transactions..., Litigation
Education
New York Law School 1984 — 1987
Juris Doctor, Law
Daniel Webster College
BS, Avaiation Management
Derivative Advisors, LLC August 2004 - Present
Fleet Boston Financial January 1998 - January 2004
Fleet Bank 1998 - 2004
Federal Home Loan Bank January 1991 - January 1998
Bank of January 1987 - January 1990
Shawmut Bank January 1983 - January 1987
the sporting goods industry January 1977 - January 1983
Skills
Derivatives, Hedging, Banking, Loans, Interest Rate Risk..., Rates, Capital Markets, Structured Finance, Fixed Income, Valuation, Financial Modeling, Investments, Interest Rate..., Financial Analysis, Debt, Loan Origination, Credit Derivatives, Financial Structuring, Equities, Hedge Funds, Bonds, Cash Management
Education
BOSTON COLLEGE GRADUATE SCHOOL OF MANAGEMENT 1985 — 1985
M.B.A., Master, Business Administration
Boston College 1983 — 1985
MBA, Finance
Saint Michael's College 1973 — 1977
B.A, Business Administration
Apt Management Co 2012 - 2013
GMAC Mary Rose June 2008 - June 2010
Itamar Medical February 2007 - June 2008
Itamar Medical, Inc February 2007 - June 2008
Weston Pediatrics May 2006 - January 2007
Temp Agency September 2005 - May 2006
Dr. Kigner February 2004 - July 2005
Town of Natick September 2003 - December 2004
MetroWest YMCAPreschool January 1999 - January 2003
Shawmut Bank January 1987 - January 1992
Skills
Data Entry
Education
Massachusetts Bay Community College 1999 — 2001
Associates, Early Childhood Education
Fisher College 1994 — 1996
Associates, Medical Assistant
Fisher College
Associates, Medical Assisting
Framingham State University
Mass Bay Community College
Associates, Early Childhood Education
Middlesex Savings Bank February 2013 - Present
People's United Bank 2011 - Present
TD Bank Group 2002 - July 2011
Shawmut Bank 1991 - 1994
Bank of New England 1988 - 1991
Skills
Loans, Commercial Lending, Commercial Real Estate, Workout, Commercial Banking, Credit, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Risk Management, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Marketing
Harvard University Extension
Certificate of Special Studies in Adminstration & Management
Albion College
Bachelor of Arts, Economics & Management
TD Bank 2006 - Present
TD Bank 1996 - 2006
Shawmut Bank 1987 - 1996
Old Stone Bank 1984 - 1986
Education
Babson College 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of New Hampshire 1977 — 1981
Bachelor of Arts (BA)
International Fund for Animal Welfare April 1997 - September 1999
Shawmut Bank August 1988 - April 1996
Sacramento Savings & Loan April 1983 - July 1987
Skills
Management, Banking, Leadership, Retail Banking, Fundraising, Customer Service, Nonprofits, Public Speaking, Credit, Loans, Event Planning
Education
Bentley College
New England Banking Institute
Associates
Marblehead High School 2011 - Present
KIPP Academy Lynn 2009 - Present
Catholic Charities Boston 2006 - Present
Shawmut Bank 1982 - 1988
Blue Cross/Blue Shield of Massachusetts 1980 - 1982
FBI 1977 - 1979
Skills
Special Education, Teaching, Tutoring, Lesson Planning, Classroom Management, Curriculum Design, Curriculum Development, Elementary Education, Classroom, Differentiated..., Educational Leadership, Literacy, Early Childhood..., Educational Technology, Behavior Management
Education
Boston College
Bachelor of Arts (BA), Sociology
Suffolk University 1984 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
Marian Court College 2001 — 2003
Paralegal Certificate, Law
Salem State College 2008 — 2010
Certificate, ESL Language Instruction
dba ABL Consultants July 2014 - Present
Self Employed 2003 - Present
BB&T Bank November 2012 - July 2014
Guaranty Business Credit 1999 - 2000
Foothill Capital Corp 1993 - 1997
Shawmut Bank 1982 - 1983
Skills
Asset Based Lending, Cash Flow Lending, Factoring, Commercial Lending, Commercial Finance, Lines Of Credit, Debt Restructuring, Commercial Banking, Recapitalizations, Loans, Credit, Credit Analysis
Education
Bentley College
BS, Accountancy
BBVA Compass February 2007 - November 2011
KeyBank December 2005 - November 2006
Bank One October 2001 - April 2004
Wells Fargo Bank January 1997 - October 2001
Wells Fargo Bank, N.A. January 1997 - October 2001
National Quality Review February 1997 - August 1997
Scudder, Stevens, & Clark January 1994 - November 1996
Dean Witter Reynolds December 1992 - December 1993
Shawmut Bank September 1990 - December 1992
Education
Babson College 1988 — 1991
Bachelor of Science, Finance & Economics
Sovereign Bank July 2000 - Present
Fleet Bank October 1996 - July 2000
Shawmut Bank December 1980 - October 1996
Skills
Small Business Lending
Education
Bridgewater State College 1976 — 1980
Bachelor of Science (BS), Elementary Education and Teaching
Retirement Plan Resources December 1995 - Present
Simulation Sciences, LLC April 1987 - May 1990
Shawmut Bank March 1983 - February 1987
Skills
Retirement Plans
Education
Bunker Hill Community College 1980 — 1982
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Somerville High School 1978 — 1980
High School Diploma, Liberal Arts and Sciences/Liberal Studies
S.A.L.T Payroll Consultants December 2014 - Present
The Home Depot October 2008 - March 2014
Sun Microsystems August 2004 - July 2008
Wells Fargo July 1993 - August 2003
Shawmut Bank 1987 - 1993
Skills
Store Management, Merchandising, Retail, Inventory Management, Visual Merchandising, Inventory Control, Store Operations, Customer Service, Retail Sales, Profit, Sales, Customer Satisfaction, Big Box, Driving Results, Shrinkage, Microsoft Office, P&L, Microsoft Excel, Structured Finance, Corporate Finance, Capital Management, Trust Services, Leadership, Management, Banking, Business Development, Budgets, Strategic Planning, Risk Management
Education
The University of Connecticut 1989 — 1992
Master of Business Administration (MBA), Finance, General
Bentley University 1985 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Computershare April 1999 - Present
First Data Corporation June 1997 - April 1999
Putnam Investments November 1996 - June 1997
Shawmut Bank May 1988 - July 1996
Education
Bridgewater State University 1981 — 1988
Bachelor of Arts (BA), Speech Communication and Rhetoric
Emerson College 1982 — 1983
Communication and Media Studies
Citi January 1990 - Present
Sikorsky Aircraft May 1989 - January 1990
Shawmut Bank December 1987 - May 1989
Education
Colgate University 1975 — 1979
Bachelor of Arts (BA), Economics
Hamden High School
Citizens Bank July 2006 - Present
South Shore Bank December 2004 - July 2006
Citizens Bank April 1999 - December 2004
Fleet Bank October 1994 - April 1999
Sterling Bank October 1991 - October 1994
Shawmut Bank June 1987 - October 1991
Skills
Credit, Credit Analysis, Business Development, Relationship Management, Dependable Team Player, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Underwriting, Loan Origination, Financial Analysis, Risk Management, Banking, Credit Risk
Education
Babson College
Master of Business Administration (M.B.A.)
Babson College
Bachelor's Degree, Finance, General
Northwestern Mutual November 2009 - Present
Canton Public Schools - Canton Intermediate School September 2008 - June 2009
New England Scrapbook Company August 1999 - August 2008
Cohn Birnbaum & Shea PC May 1997 - September 1999
Hebb & Gitlin May 1995 - May 1997
Shawmut Bank April 1993 - May 1995
Day, Berry & Howard LLP November 1987 - May 1993
Education
Bay Path University 1983 — 1985
Associate’s Degree, Organizational Management