The Washington Trust Company
Industry: Company
DescriptionCEO: Edward O. Handy III President: Mark K. W. Gim Chief information officer: James A. Mignone CFO: Ronald S. Ohsberg Founded: 1800 Parent organization: Washington Trust Bancorp, Inc. Subsidiaries: Washington Trust Wealth Management,
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The Washington Trust Company Employees
The Washington Trust Company July 2012 - Present
RBS Citizens N.A. December 2001 - June 2012
Mellon Bank January 2000 - November 2001
Skills
Credit Analysis, Real Estate Economics, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Finance, Credit Risk, Small Business Lending, Asset Based Lending, Mortgage Lending, Underwriting, Financial Structuring, Banking, Portfolio Management, Loan Origination, Treasury Management, Financial Risk, Cash Management, Financial Modeling, Investments, Bonds, Consumer Lending, Risk Management, Asset Management, Structured Finance, Commercial Mortgages, Lines Of Credit, Fixed Income, Capital Markets, Securities, Wealth Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial...
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Master of Business Administration (MBA)
Providence College 1975 — 1979
Bachelor of Science (B.S.), Accounting
Corvias Group December 2014 - Present
The Washington Trust Company January 2013 - May 2014
First Marblehead May 2011 - January 2013
KPMG LLP June 2003 - May 2011
McGladrey & Pullen July 1999 - June 2003
Skills
CPA, Technical Accounting..., SEC Financial Reporting, Financial Accounting, Financial Services, Internal Controls, Month End Close, Banking, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, US GAAP
Education
Bryant University 1995 — 1999
BS, Accounting
Knowledgent March 2015 - Present
The Washington Trust Company August 2013 - March 2015
The Washington Trust Company December 2012 - August 2013
The Washington Trust Company December 2011 - December 2012
The Washington Trust Company June 2011 - December 2011
The Washington Trust Company July 2010 - June 2011
The Washington Trust Company July 2009 - July 2010
American Power Conversion May 2008 - July 2008
Skills
Wealth Management, Python, R, SQL, Business Intelligence, Business Process..., Process Optimization, Business Strategy, Data Governance, Automation, Project Management, Algorithm Development, Six Sigma, CMMI, Banking Technologies, Statistical Data..., Data Visualization, d3.js, Quantitative Analytics, NumPy, Matplotlib, Tableau, Haskell, Lisp, Java, C, Software Engineering, Linux, Programming, Processing, Portfolio Management, Databases, Predictive Analytics, Business Analytics, Predictive Modeling, Optimization, CRM, Reporting & Analysis, Executive Reporting, Financial Metrics, Competitive Analysis, Time Series Analysis, Statistical Modeling, Banking, Machine Learning, Access, Management, C++, Analysis
Education
University of Rhode Island 2007 — 2010
Master's Degree
University of Rhode Island 2006 — 2007
Doctoral Coursework
Indian Institute of Technology, Bombay 2001 — 2006
Master's degree
Indian Institute of Technology, Bombay 2001 — 2006
Bachelor's degree
Kendriya Vidyalaya 1995 — 2001
The Washington Trust Company January 2015 - Present
People's United Bank 2011 - January 2015
Eastern Bank September 2007 - August 2011
Citizens Bank January 2000 - September 2007
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Nonprofits, Relationship Management, Portfolio Management, Credit Analysis, Small Business Lending, Finance, Credit Risk, Mortgage Lending, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Finance, General
The College of Wooster 1982 — 1986
Bachelor of Arts (B.A.), Business/Managerial Economics
Cambridge Trust Company March 2015 - Present
The Washington Trust Company November 2013 - September 2014
TD Bank March 2011 - November 2013
Bank of America July 1999 - November 2009
Skills
Commercial Banking, Commercial Lending, Real Estate, Credit Analysis, Credit, Loans, Mortgage Lending, Banking, Small Business Lending, Credit Risk, Underwriting
Education
Boston College 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Boston College 2001 — 2004
Master of Science (M.S.), Finance
Brown University 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Washington Trust Company May 2011 - Present
Skills
Banking, Customer Service, Teller Operations, Consumer Lending, Microsoft Word, Microsoft Excel, Credit, Finance, Financial Analysis, Loans, Risk Management, Outlook, Time Management, Lines Of Credit, Loan Origination, PowerPoint, Microsoft Office, Retail Banking, Cash Management, Credit Analysis, Mortgage Lending
Education
Johnson & Wales University 2012 — 2014
Bachelor's degree, Business management
Johnson and Wales University 2012 — 2014
Bachelor of Science (B.S.), Business Management
RH Hope Winter Relief Shelter Program September 2014 - Present
Internal Audit Advisory Services January 2012 - October 2014
Freelance Auditor September 2010 - January 2012
Computershare US February 2009 - August 2010
Boston Options Exchange August 2008 - March 2009
Stride Rite Corporation March 2008 - September 2008
The Boston Stock Exchange March 2006 - September 2007
Jefferson Wells International August 2005 - March 2006
Warren Equities, Inc March 2003 - August 2005
The Washington Trust Company August 2002 - March 2003
Skills
SOX, Internal Audit, Financial Reporting, Accounting, Auditing, Superior reporting..., Fraud Investigations, Compliance, Risk Assessment, Risk Analysis, Business Process..., Excellent..., Sarbanes-Oxley Act, Finance, Financial Audits, External Audit, IT Audit, Business Process..., Financial Risk, Process Improvement, Analysis, Management, Business Process, Sarbanes-Oxley, Access, Risk Management, QuickBooks, Executive Management, Fixed Assets, Financial Analysis, Leadership, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Financial Modeling, Banking, Valuation, Inventory Control, PeopleSoft, Quality Auditing, Equities, Strategic Financial..., Managerial Finance, Due Diligence, Business Analysis, US GAAP, Consolidation, Corporate Finance, Financial Accounting, Derivatives
Education
Providence College 1988 — 1994
Bachelor of Science, Accounting
Mount Pleasant High School 1976 — 1980
Diploma, High School
The Washington Trust Company June 2015 - Present
Wells Fargo February 2011 - May 2015
Wells Fargo Private Bank 2008 - March 2009
Associated Bank 2004 - 2008
Skills
Estate Planning, Trust Services, Finance, Trusts, Wealth Management, High Net Worth..., Financial Analysis, Financial Services, Wealth Management..., Retirement Planning, Investments
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Law
Denison University 1984 — 1988
BA, Political Science
Holy Name High School 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Charter Oak Federal Credit Un February 2015 - Present
The Washington Trust Company March 2013 - February 2015
People's United Bank September 2010 - March 2013
Guaranty Trust Bank, Lagos Nigeria September 2007 - May 2010
Skills
Customer Service, Customer Satisfaction, Retail Banking, Loans, Banking, Credit, Marketing Strategy, Business Strategy, Team Leadership, Consumer Lending, Loan Origination, Credit Risk, Compliance, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Mortgage Banking, Refinance, Customer Engagement, Strategic Financial..., Sales Management, Cross Selling, CRM, Virtual Teams, Project Management, Commercial Lending
Education
Southern New Hampshire University 2014 — 2016
Master's degree, Accounting and Finance, 4.0 GPA
New England College of Business and Finance
Master of Business Administration (M.B.A.), Business Ethics & Compliance, GPA: 3.9/4
UNAAB, Nigeria
Bachelor of Science (BS), Environmental Science
The Washington Trust Company April 2014 - Present
Alliance ENT August 2007 - March 2014
Randall, Realtors GMAC 2004 - 2012
Skills
Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Team Building, Customer Service, Teamwork, Social Media Marketing, PowerPoint, Research, Social Media, Team Leadership, Photoshop, Time Management, Sales, Management, Marketing, Training, Retail Banking, Consumer Lending, Event Planning, Marketing Strategy, Sales Management
Education
Johnson and Wales University 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations, GPA 3.9
New England Institute of Technology 1995 — 1997
Associate of Science (AS), Administrative Assistant and Secretarial Science, GPA 3.8
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
Admirals Bank May 2014 - Present
The Washington Trust Company January 2014 - May 2014
Rhode Island Housing June 2011 - August 2013
Rhode Island Housing December 2010 - June 2011
A&H Manufacturing January 2008 - December 2010
The Mortgage Corner of New England September 2002 - December 2007
AAA Southern New England September 1998 - September 2002
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Loans, Refinance, Finance, Consumer Lending, Credit Analysis, Credit, Residential Mortgages, First Time Home Buyers, Customer Service, FHA Financing, USDA, VA Loans
Education
New England School of Photography 1999 — 2001
Photography
Coventry High School 1994 — 1998
Diploma, College Prep
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
The Washington Trust Company June 2011 - January 2012
Arbor Benefit Group May 2009 - June 2011
Skills
Accounting, Accounts Payable, General Ledger, Account Reconciliation, Journal Entries, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, SEC filings, US GAAP, Social Media, QuickBooks, CPA, ACL Software, NetSuite, IDEA Software, SEC Filings
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Science in Accounting, Accounting
Providence College 2008 — 2012
BS, Accountancy, Minor of Finance
Farmington High School 2004 — 2008
The Washington Trust Company September 1997 - Present
Shea's Office Products September 1985 - September 1997
Skills
Customer Service, Mortgage Lending, Loans, Consumer Lending, Retail Banking, Performance Management, Banking, Credit, HRIS, Commercial Banking, Commercial Lending, Mortgage Banking, Refinance, Risk Management, Small Business Lending, Credit Analysis, Sales, Financial Services, Management, Loan Origination
Education
Community College of Rhode Island 1998 — 2006
Associate, Bussiness Adminstration
The Ryan Center, Global Spectrum February 2015 - Present
South County Walk-In and Primary Care 2012 - 2014
The Washington Trust Company 2010 - 2012
Thundermist Health Center September 2007 - September 2010
Thundermist Health Center September 2005 - September 2007
Skills
Social Media, Creative Problem Solving, Customer Relations, Customer Retention, Healthcare Management, Health Insurance, Public Health, Teaching Experience, Teaching Skills, Team Management, Wellness Coaching, Organizational..., Customer Service, Teaching
Education
Rhode Island College 1979 — 1983
Bachelor of Science, Health and Physical Education
Community College of Rhode Island 2011 — 2011
Technician Certification, Pharmacy
Rhode Island School of Design
Interior Design
The Washington Trust Company October 2013 - Present
Coca-Cola Refreshments May 2008 - September 2013
Finance America March 2003 - March 2008
Skills
Key Account Development, Key Account Management, Customer Insight, Account Management, Sales Operations, Sales Management, Brand Management, Marketing Strategy, Sales, Forecasting, Market Planning, Business Development, Banking, Investments, Financial Analysis, Finance, Management, Customer Service, Asset Management, Portfolio Management, Wealth Management, Credit, Financial Services, Risk Management, Financial Planning, Loans
Education
Bryant University
Bachelor's Degree, Accounting and Finance
The Washington Trust Company September 2009 - Present
Mortgage Alternatives, Corp April 1995 - August 2009
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, FHA, Credit, Refinance, Banking, Residential Mortgages, Consumer Lending, VA loans, FHA financing, Credit Analysis
Education
Northeastern University 1987 — 1992
BS Business Administration, Management
The Washington Trust Company March 2013 - Present
RBS Citizens Financial Group September 2004 - March 2013
Education
Johnson and Wales University 1999 — 2001
Master of Business Administration (MBA)
Beirut Arab University 1989 — 1993
Accounting and Business/Management
The Washington Trust Company November 2012 - Present
RBS Citizens, N.A. 2002 - 2012
Fleet National Bank/Fleet Boston Financial Group 1991 - 2002
Cameron and Colby, Inc. - Subsidiary of The Hartford Insurance Group 1986 - 1991
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Lines Of Credit, Credit Risk, Asset Based Lending, Underwriting, Finance, Portfolio Management, Financial Analysis, Credit Analysis
Education
Northeastern University 1982 — 1986
Bachelor of Science (BS), Accounting
The Washington Trust Company September 2012 - Present
Citizens Bank October 2010 - August 2012
Ellen Peters LLC February 2003 - February 2011
GTECH Corporation April 1983 - January 1998
Skills
Employee Benefits, Project Management, HRIS, HR Consulting, Payroll, Performance Management, Human Resources, Employee Relations, Strategic Planning, Organizational..., PeopleSoft, Deferred Compensation, Change Management, Mergers, Talent Management, Leadership Development, Talent Acquisition, Policy, Coaching, Management Consulting, Recruiting, Sourcing, Personnel Management, Strategy, Leadership, Business Development, Start-ups, Team Building, Employee Engagement, Management, Team Leadership, Onboarding, Organizational Design, HR Policies, Succession Planning, Workforce Planning, Mergers & Acquisitions
Education
University of South Carolina - Darla Moore School of Business 1980 — 1982
MIBS, International Business
Furman University 1975 — 1979
BA, Psychology
Westerly Community Credit Union April 2011 - Present
Westerly Community Credit Union November 2009 - April 2011
The Washington Trust Company November 2007 - September 2009
Accredited Home Lenders November 2003 - August 2007
Skills
Small Business Lending, Mortgage Lending, Commercial Lending, Loans, Credit, Loan Origination, Underwriting, Credit Analysis, Mortgage Banking, Banking, Refinance, Loss Mitigation, Residential Mortgages, SBA, Community Banking, Lines Of Credit, Deposits
Education
CFT- Center for Financial Training 2014 — 2014
Commercial Lending Certificate
Central Connecticut State University 1994 — 1998
The Washington Trust Company November 1981 - Present
Education
Providence College 2001 — 2006
Bachelors, Business Administration
Gursky Law Associates May 2011 - Present
Abstrax, LLC March 2010 - November 2010
The Washington Trust Company June 2008 - September 2009
Education
Community College of Rhode Island 2008 — 2012
Associate's degree, Political Science and Government
Chariho High School 2004 — 2007
Diploma, General Studies
The Washington Trust Company April 2009 - Present
A-1 Mortgage October 2000 - April 2009
Conseco 1998 - 2000
Wells Fargo Financial 1984 - 1998
Norwest Financial 1984 - 1998
Skills
Refinance, Mortgage Lending, Mortgage, Loans, Credit, Conforming, Consumer Lending, Mortgage Banking, FHA, VA, Residential Mortgages, VA loans, Conventional, First Time Home Buyers, Banking, Mortgage Industry, USDA, Loan Origination, Purchase, Sales Management, Residential, Credit Analysis, Loan Structuring, Mortgage Planning, Residential Homes, Investment Properties, Real Estate Transactions, Management, Real Estate, Finance, Real Estate Economics, Selling, Leadership, Certified Mortgage..., FHA financing, Portfolio Management, Referrals, Training, Home Equity Lines of..., Investments, Commercial Lending, Financial Structuring, Real Estate Financing, Financial Services, Commercial Banking, Home Equity Loans, Commercial Mortgages, Reverse Mortgages, Small Business Lending, Construction Loans
Education
University of Rhode Island - College of Business Administration 1980 — 1982
B.S., Finance
Community College of Rhode Island 1979 — 1981
EMC July 2014 - Present
EMC July 2013 - July 2014
EMC July 2012 - July 2013
EMC June 2011 - August 2011
Kraft Sports Group May 2010 - August 2010
The Washington Trust Company June 2009 - August 2009
Comcast Center May 2008 - August 2008
King Street Deli May 2007 - August 2007
Skills
Highly detail oriented, Motivated self-starter, Cross-functional Team..., Dependable Team Player, Driven By Results, Fast Learner, Social Networking, Marketing
Education
Providence College 2008 — 2012
BS, Marketing
Providence College 2008 — 2012
Bachelor of Science, Marketing
The Washington Trust Company 2010 - Present
BankNewport 1999 - 2010
Citizens Bank 1989 - 1999
Rhode Island Hospital Trust National Bank 1972 - 1986
Skills
Fundraising, Management, Insurance, Strategic Planning, Marketing, Banking, Time Management, Policy, New Business Development, Portfolio Management, Finance, Analysis, Financial Analysis, Risk Management, Credit, Underwriting, Financial Services, Marketing Strategy, Health Insurance
Education
Bryant University
Swipely June 2014 - Present
The Washington Trust Company September 2012 - 2014
Castle Hill Inn and Resort - Relais & Chateaux May 2012 - September 2012
The Washington Trust Company 2010 - 2012
The Washington Trust Company May 2011 - September 2011
Turtle Soup Restaurant & Lounge 2005 - 2011
Skills
Customer Service, Banking, Organizing, Marketing Strategy, Marketing, Outstanding Customer..., Hospitality, Punctual, Problem Solving, Social Media Marketing, Sales, Banking Relationships, Public Speaking, Microsoft Word, Salesforce.com, Time Management
Education
Keene State College 2008 — 2012
Bachelor of Science (B.S.), Management
Dublin City University
Bachelor’s Degree, Study Abroad Student-Fall 2011
The Bank of Maine April 2014 - Present
Town of Braintree January 2009 - Present
Milton Academy September 2000 - Present
Flagstar Bank April 2012 - April 2014
The Washington Trust Company January 2010 - June 2011
Bayside Home Mortgage Corporation July 1993 - December 2009
Archbishop Williams High School September 2002 - September 2009
Catholic Charities Laboure Center January 1996 - January 2008
Skills
Mortgage Lending, Strategic Planning, Real Estate, Credit Analysis, Loan Origination, Portfolio Management, Mortgage Banking, Loans, Coaching, Credit, Residential Mortgages, Risk Management, Team Building, Financial Analysis, Insurance, Refinance, Customer Service, Underwriting, Leadership, Commercial Lending, Management, Financial Services, Banking, FHA, Consumer Lending, Investments, Finance, Small Business Lending, Real Estate Financing, Sales, Small Business, Executive Management, Real Estate Economics, Commercial Banking
Education
Providence College 1981 — 1985
BA, American History
Archbishop Williams High School 1977 — 1981
The Washington Trust Company March 2003 - Present
University of Rhode Island Foundation 2013 - 2013
URI Alumni Association 2011 - 2012
FleetBoston Financial June 1998 - March 2003
State Street Bank January 1997 - June 1998
Skills
Mergers, Asset Based Lending, Finance, Small Business, Sales, Commercial Banking, Real Estate, Credit, Investments, Commercial Lending, Commercial Mortgages, Loans, Mergers & Acquisitions, Commercial Real Estate, Financial Analysis, Banking, Mortgage Lending, Small Business Lending, Credit Analysis
Education
Providence College 2000 — 2002
MBA, Finance
University of Rhode Island 1992 — 1996
BS, Finance
Leadership Rhode Island
The Washington Trust Company May 1994 - Present
Skills
Performance Management, Talent Management, Organizational..., Leadership Development, Employee Training, Instructor-led Training, Training Delivery, Hands-on Training, Curriculum Development, Microsoft Office, Camtasia, E-Learning, Staff Development, Needs Analysis, Onboarding, Employee Relations
Education
Connecticut College 1986 — 1988
MA, Psychology
Rhode Island College 1972 — 1976
BA, Education & Psychology (double major)
Dealertrack Technologies November 2014 - Present
Dealertrack Technologies October 2013 - November 2014
DealerTrack July 2011 - October 2013
Liberty Bank May 2009 - June 2011
The Washington Trust Company July 2008 - May 2009
Skills
Customer Service, Windows XP Pro, Windows 7, Microsoft Office, Banking, Microsoft Word, Microsoft Excel, Windows, Call Centers, Customer Satisfaction, Troubleshooting, Windows XP, PowerPoint, Customer Support, Training, Customer Retention, Team Building, Remote Desktop, Outlook, Technical Support, Product Management, Team Leadership, CRM
Education
Ridley Lowell Business and Technical Institute 2011 — 2012
Diploma, Information Technology
College of Our Lady of the Elms 2006 — 2008
Bachelor of Arts (B.A.), Information Technology
Morgan Stanley July 2014 - Present
Freelance December 2004 - Present
The Washington Trust Company January 2012 - June 2013
Georgetown University Catholic Music Ministry 2008 - May 2011
Various Local Theatre Companies June 2008 - April 2011
Pawtucket Red Sox May 2010 - August 2010
The Hoya January 2009 - April 2010
SummerStage at Bishop Hendricken High School July 2008 - July 2009
Sovereign Bank June 2008 - August 2008
Skills
Analysis, Advertising, Budgeting, Customer Service, Copywriting, Excel, Editing, English, Event Planning, Fundraising, Innovation, Inventory Management, Journalism, Team Leadership, Microsoft Office, Social Media, Social Networking, Optimization, Research, User Experience, Word, Writing, Web, YouTube, Public Speaking, PowerPoint, Music, Nonprofits, Leadership
Education
Georgetown University 2007 — 2011
BA, English
The Wheeler School 2000 — 2007
The Washington Trust Company February 1992 - Present
Skills
Banking, Retail Banking, Credit, Consumer Lending, Loans, Mortgage Lending, Customer Service, Microsoft Office, Leadership
Education
Central Connecticut State University 1987 — 1991
BS, Office Systems Management
Citizens Bank November 2008 - Present
The Washington Trust Company February 2008 - January 2009
Fleet Bank 1980 - 2007
Education
Bryant University 1976 — 1984
Masters, Accounting
The Washington Trust Company December 2009 - Present
LDS Employment Resource Services 2005 - 2012
RBS January 1991 - January 2009
Bank of New England 1986 - 1991
Skills
Banking, Risk Management, Cash Management, Strategic Planning, Coaching, Process Improvement, Team Building, Finance, Customer Service, Financial Services, Performance Management, Project Management, Business Development, Marketing, Leadership Development, Vendor Management, Change Management, Relationship Management, Training, Sales, Mergers & Acquisitions, New Business Development, Strategy, Credit, Leadership, Financial Analysis, Commercial Banking, Portfolio Management, Loans, Retail Banking, Management
Education
New England College of Business and Finance 2010 — 2013
Bachelor of Science (B.S.), Finance, Cum Laude
Coach Training Alliance 2009 — 2010
Certification, Business/Personal Coach
Bryant University 2007 — 2007
Certificate, Women's Institute for Leadership
The Washington Trust Company August 2014 - Present
Vision Government Solutions, Inc. August 2011 - August 2014
Salisbury Associates Medical Practice Management Corporation November 2010 - August 2011
JML Enterprises, Inc. June 2005 - December 2010
Benefit Concepts 2009 - 2010
Delta Dental of Rhode Island October 2006 - March 2009
Blue Cross & Blue Shield of RI August 2005 - September 2006
Blue Cross Blue Shield RI 2005 - 2006
NHPRI 1997 - 2005
Neighborhood Health Plan of Rhode Island 1997 - 2005
Skills
Problem Solving, Insurance, Automation, Cost, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Visual FoxPro, Project Management, FoxPro, Business Analysis, Health Insurance, Access, Visio, Oracle, Healthcare, Data Analysis, Databases, Microsoft SQL Server, Analysis, Software Documentation, Process Improvement, HIPAA, Integration, Quality Assurance, Program Management, Vendor Management, Requirements Analysis, Business Intelligence, System Administration, Software Project..., Healthcare Information...
Education
New England Institute of Technology 1983 — 1987
Bachelor’s Degree, Programming, 3.5 GPA
Shea High School. 1979 — 1983
Diploma, College Prep
Nathaniel Green Elementry
The Washington Trust Company April 2012 - Present
Office of the Governor, State of Rhode Island January 2003 - January 2011
Town of North Kingstown, RI - Elementary January 2002 - January 2003
Skills
Commercial Lending, Banking, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Finance, Customer Service, Strategic Planning, Strategic Financial..., FHA, Loan Origination, FHA financing, Coaching, VA loans, Financial Reporting, Management, Risk Management, Financial Modeling, Team Building, Analysis, Process Improvement, Business Development, Credit, USDA, Investment Properties, Underwriting, Budgets, Mortgage Banking, First Time Home Buyers, Wealth Management, New Business Development, Asset Management, Small Business Lending, Training, Portfolio Management, Insurance, Referrals, Marketing, Small Business, Corporate Finance, Sales Management, Investments, Negotiation, Sales, Real Estate, Business Strategy, Construction Loans, Estate Planning, Financial Services
Education
Johnson & Wales University 2013 — 2015
Master of Business Administration (M.B.A.)
Rhode Island College 2010 — 2012
Master's Degree, Music
Eastman School of Music 1998 — 2000
Connecticut College 1994 — 1998
Bachelor of Arts (B.A.), Music
The Washington Trust Company 2011 - Present
StrategicPoint Investment Advisors & Progressive Financial Strategies 2004 - 2011
StrategicPoint Investment Advisors & Progressive Financial Strategies 2002 - 2004
StrategicPoint Investment Advisors & Progressive Financial Strategies 1999 - 2002
StrategicPoint Investment Advisors & Progressive Financial Strategies 1998 - 1999
Skills
Portfolio Management, Investments, Financial Services, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Finance
Education
Brown University 1993 — 1997
Bachelor's Degree, Business Economics and Organizational Behavior and Management
MiniLuxe March 2015 - Present
Bain Capital June 2014 - March 2015
Bain Capital September 2011 - June 2014
PricewaterhouseCoopers September 2009 - September 2011
The Washington Trust Company June 2008 - August 2008
The Washington Trust Company June 2007 - August 2007
Skills
Auditing, Accounting, Financial Reporting, Account Reconciliation, GAAP, Valuation, Financial Statements, Financial Analysis, Banking, US GAAP, Assurance, Internal Controls, Finance, Compliance, Audit, SEC filings, Microsoft Excel
Education
Elon University 2005 — 2009
BS, Accounting, Finance
The Washington Trust Company April 2014 - May 2015
The Washington Trust Company May 2010 - March 2014
Compass Group August 2008 - May 2010
Rhode Island School of Design July 2008 - November 2009
Marriott International March 2008 - June 2008
Johnson & Wales University September 2007 - December 2007
Citizens Bank July 2000 - August 2007
Skills
Retail, Leadership, Cash Management, Sales, Business Development, Training, Time Management, Customer Service, Administration, Commercial Lending, Management, Food, Security, Auditing, Cooking, Accounting, Commercial Banking, Credit, Finance
Education
Johnson & Wales University 2013 — 2015
Bachelor of Science (B.S.), Business Management, 3.71 GPA
Johnson & Wales University
Associate's degree, Culinary Arts/Chef Training
The Washington Trust Company August 1997 - Present
Skills
Banking, Investments, Wealth Management
Education
Princeton University
A.B., History
The Washington Trust Company February 2014 - Present
Citizens Bank December 1998 - January 2014
Skills
Consumer Lending
Education
University of Virginia 2000 — 2002
Grad School of Retail Bank Mgmt.
Fairfield University 1991 — 1995
BS, Marketing
People's United Bank 2013 - Present
The Washington Trust Company 2005 - 2013
The Managers Funds 2002 - 2005
Harbor Capital Management 2000 - 2002
Fleet Investment Advisors 1992 - 2000
Skills
Wealth Management, Investments, Financial Services, Banking, Mutual Funds, Portfolio Management, Asset Management, ETFs, Equities, Asset Managment, Credit, Commercial Lending, Alternative Investments, Fixed Income, Loans, Mergers & Acquisitions, Mortgage Lending, Private Banking, Securities, Strategic Financial..., Commercial Banking, Credit Analysis, Risk Management
Education
Trinity College-Hartford
MA, Economics/Finance
Dartmouth College 1981 — 1985
AB, English & Economics
The Washington Trust Company May 2012 - Present
RBS Citizens Financial Group September 2011 - May 2012
RBS Citizens Financial Group April 2010 - September 2011
RBS Citizens Financial Group September 2008 - April 2010
Skills
Banking, Accounting, Management, Fraud Detection, Sarbanes-Oxley Act, AML, Corporate Governance, Finance, Auditing, Operational Risk
Education
Johnson and Wales University 2009 — 2010
MBA, Accounting
Johnson and Wales University 2005 — 2008
BSc, Accounting
The Washington Trust Company June 2011 - Present
Grant Thornton LLP October 2010 - June 2011
Huron Consulting Group June 2006 - September 2010
Keiter Stephens July 1999 - May 2006
Skills
Accounting, Business Valuation, CPA, Financial Modeling, Financial Reporting, Forensic Accounting, Leadership, Mergers & Acquisitions, Strategic Planning, Mergers, Valuation, Corporate Finance, Financial Analysis, Due Diligence, SEC filings, SEC Filings
Education
Virginia Commonwealth University - School of Business 1996 — 1999
Mississippi State University 1995 — 1996
Westchase Specialty Pharmacy May 2013 - Present
Westerly physical therapy March 2012 - Present
RCAI 2015 - 2015
RCAI 2015 - 2015
Zynex Medical March 2012 - November 2013
Bele Medical Inc June 2009 - March 2012
St. Anne's Credit Union October 2010 - January 2011
The Washington Trust Company April 2010 - October 2010
Citizens Bank March 2009 - April 2010
Accredited Home Lenders November 2002 - January 2008
Skills
Mortgage Lending, Credit, Cold Calling, Sales Management, Loans, Underwriting, Mortgage Banking, Banking, Customer Service, Account Management, FHA, Sales, Insurance, Negotiation, Team Building, New Business Development, Real Estate, Refinance, Salesforce.com, Financial Analysis, Marketing, Sales Operations, Management
Education
Northeastern University 1986 — 1991
Bachelor of Science, Athletic Training/Trainer
MCM Technologies June 2009 - Present
(add)ventures May 2008 - December 2008
The Washington Trust Company 2006 - 2008
WJAR-TV September 2007 - December 2007
Skills
Public Relations, Press Releases, Facebook, Advertising, Product Development, Marketing, Media Relations, Management, Customer Service, Time Management, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Excel, Account Management, Team Leadership, Logistics, Project Planning, Project Management, Inventory Management, Leadership
Education
Bryant University 2005 — 2009
BA, Marketing, Psychology
Westerly High School 2001 — 2005
Danecraft Inc. March 2015 - Present
Brindamour Resume` Writing August 2013 - Present
The Ocean House November 2014 - February 2015
Brindamour Handywoman Specialities October 2013 - December 2014
Admirals Bank August 2014 - September 2014
The Washington Trust Company June 2014 - July 2014
Mereco Technologies Group, Inc. September 2013 - October 2013
Rhode Island Familiy Shelter February 2011 - November 2012
Capital City Community Center November 2011 - April 2012
Perspectives Corporation February 2007 - January 2011
Skills
Accounts Payable, Payroll, Accounts Receivable, Customer Service, Accounting, Microsoft Excel, Time Management, Leadership, Training, Management, Account Reconciliation, Data Entry, Community Outreach, Bookkeeping, Access, General Ledger, Auditing, Financial Accounting, Microsoft Word, Teamwork, Nonprofits, Data Analysis, ADP Payroll, Journal Entries, Coordination, Administrative..., Business, Human Resources, Peachtree, QuickBooks, PeopleSoft, Spreadsheets, Financial Reporting, PowerPoint, Microsoft Office, Financial Statements, Credit, Composition, Detailed Organization, Employee Benefits, Social Networking, Interviews, Research, Analytical Skills, Software Documentation, Payroll Processing, Collections, Tax Return Preparer, Microsoft Access, Resume Writing
Education
University of Rhode Island 1996 — 1999
Bachelor of Science, Nutrition/Dietetics
Community College of Rhode Island
Associate's of Science Degree, Accounting
Warwick Veterans High School and North Kingstown High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sherwin Williams December 2014 - Present
The William W. Backus Hospital May 2014 - December 2014
The William W. Backus Hospital January 2014 - May 2014
Society for Human Resource Management Chapter of ECSU February 2013 - April 2014
The William W. Backus Hospital May 2013 - December 2013
Eastern Connecticut State University August 2012 - May 2013
The Washington Trust Company July 2012 - August 2012
YMCA August 2008 - August 2011
Skills
Team Building, Time Management, Human Resources, Microsoft Office, Customer Service, Public Speaking, Communication, Proposal Writing, Teaching, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Research, Data Entry, Team Leadership, Interviewing Skills, Fundraising, Social Networking, Teamwork, Data Analysis, Marketing, Public Relations, Meditech
Education
Eastern Connecticut State University 2010 — 2014
Bachelor's Degree, Labor Relations and Human Resource Management
The Washington Trust Company July 2015 - Present
Mignanelli & Associates, Ltd. March 2012 - June 2015
Morgan Stanley Smith Barney February 2011 - January 2012
DiOrio Law Office 2008 - 2011
Sager & Schaffer 2006 - 2008
Skills
Fundraising, Non-profits, Strategic Planning, Litigation, Estate Planning, Trusts, Wills, Legal Research, Nonprofits, Investments, Financial Advisory, Small Business, Estate Administration, Securities, Mediation, Legal Writing
Education
Case Western Reserve University School of Law 2003 — 2006
JD, Law
Muhlenberg College 1999 — 2003
BA, Philosphy, Spanish
Attleboro High School 1994 — 1999
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
Mansfield Bank September 2012 - Present
Community College of Rhode Island 2012 - Present
CFA Institute 2002 - 2014
Citizens Bank March 2012 - September 2012
South Shore Bank October 2011 - March 2012
The Washington Trust Company August 2009 - July 2011
BankRI March 1999 - March 2008
US Trust September 1996 - February 1999
Bank of Boston September 1985 - September 1996
Skills
Credit Analysis, Credit, Banking, Loans, Cash Flow, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Risk, Consumer Lending, Underwriting, Risk Management, Accounting, Real Estate, Strategic Planning, Asset Based Lending, Mergers & Acquisitions, Budgets, Monetary Policy, Economics, Financial Statement..., Middle Market Lending, Loan Review, Industry Assesment
Education
Anna Maria College 1986 — 1987
MBA, Business Administration and Management, General
Wocester State College 1981 — 1984
BS, Management
Citizens Bank September 2010 - Present
The Washington Trust Company June 2008 - September 2010
Square 1 Bank 2007 - 2008
UPS Capital 1995 - 2007
UPS Capital Business Credit 1994 - 2007
First International Bank August 1994 - June 2006
Bank of Boston 1990 - 1994
Bank of New England 1986 - 1990
Southeast Bank 1985 - 1986
Skills
Commercial Lending, Credit, Credit Analysis, Underwriting, Strategic Planning, Risk Management, Mergers, Real Estate, Sales Management, New Business Development, Loans, Team Building, Process Improvement, Product Development, Healthcare, Negotiation, Portfolio Management, Commercial Banking, Banking, Mergers & Acquisitions, Business Development, Executive Management, Mortgage Lending, Asset Based Lending, Commercial Mortgages, Finance, Investments, Small Business Lending, Financial Analysis, Loan Origination, Financial Structuring, Cash Management, Middle Market, Due Diligence
Education
University of Miami - School of Business 1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Ohio Wesleyan University 1980 — 1984
BA, Accounting, Economics
The Washington Trust Company November 1996 - Present
Kennebunk Savings Bank October 1988 - September 1996
Skills
FHA, USDA, RI Housing, Conventional Mortgages, 1031 Exchanges, Construction Loans, Home Equity Lines of..., Mortgage Lending, Loans, Refinance, Home Equity Lines of..., Residential Mortgages, Mortgage Banking, FHA financing, Commercial Lending, Reverse Mortgages, Loan Origination, VA loans, First Time Home Buyers, Small Business Lending, Condos, Investment Properties, Short Sales, Government Loans, Real Estate Transactions, Real Estate, Referrals, Consumer Lending, Credit, Credit Analysis, Investors, Commercial Mortgages, Mortgage Underwriting, Residential Homes, Single Family Homes, Certified Mortgage..., USDA Rural Housing, Real Estate Financing, Underwriting, Banking, Home Equity Loans, Retail Banking
Education
Bryant University
East Providence Sr High School
The Washington Trust Company October 2014 - Present
Wilmington Trust September 2011 - October 2014
Vanguard January 2010 - September 2011
Vanguard October 2007 - January 2010
Vanguard March 2007 - October 2007
The Vanguard Group August 2005 - March 2007
The Vanguard Group February 2000 - July 2005
Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
MBA
University of Scranton 1994 — 1998
BS
Bishop Hendricken High School 1990 — 1994
The Washington Trust Company August 2015 - Present
The Washington Trust Company July 2010 - August 2015
Bank of America June 2009 - July 2010
Wachovia, A Wells Fargo Company May 2005 - April 2009
Bankers Mortgage Corporation December 2002 - May 2005
Skills
Mortgage Lending, Mortgage Banking, Real Estate, FHA, Refinance, Residential Homes, Loan Origination, Customer Service, Government Loans, VA loans, Loans, Sales, Reverse Mortgages, Investment Properties, Commercial Lending, Wholesale Lending, First Time Home Buyers, Credit, Leadership, Training, Residential Mortgages, Foreclosures, USDA, Home Equity Lines of..., Selling, Negotiation, Commercial Real Estate, REO, FHA financing, Management
Education
Johnson and Wales University 2004 — 2015
Business Administration, 3.94/4.0
Fiserv November 2013 - Present
The Washington Trust Company July 2013 - November 2013
Fiserv February 2012 - February 2013
The Washington Trust Company June 1994 - February 2012
The Washington Trust Co January 2003 - December 2004
The Washington Trust Co January 2002 - January 2003
Consumer Lending Officer December 2000 - January 2002
The Washington Trust Company March 1997 - January 2002
Consumer Credit April 1998 - December 2000
Consumer Credit March 1996 - April 1998
Skills
Payment Card Processing, Banking, Retail Banking, Loans, Commercial Lending, Consumer Lending, Internet Banking, Credit, Mortgage Lending, CRM, Process Improvement, Financial Services, Customer Service, Wealth Management, Team Building, Credit Unions, Vendor Management, Internal Audit, Commercial Banking, Mortgage Banking, Core Banking, Payments, Portfolio Management, Business Analysis, Risk Management, Management, Project Management, Leadership, Consulting
Education
New England College of Business and Finance 2009 — 2011
Associate of Science (A.S.), Business Admin - Management
CFT (Center for Financial Training)
The Washington Trust Company June 2010 - Present
Bass Pro Shops 2007 - 2009
First Franklin Financial Corporation, subsidiary of Merrill Lynch Bank & Trust 2006 - 2008
Option One Mortgage Corporation, subsidiary of H&R Block 2005 - 2006
Mortgage Advocates 2001 - 2005
Acushnet Company 1993 - 2001
Toyota Motor January 1988 - January 1992
Education
Providence College 1984 — 1988
Bachelor of Science, Business Administration with Marketing Concentration
Sageworks August 2015 - Present
D+H U.S. Operation April 2012 - July 2015
BankAtlantic August 2011 - April 2012
Federal Trust Bank May 2006 - August 2011
SunTrust Bank October 2005 - May 2006
The Washington Trust Company January 2003 - September 2005
Citizens Bank September 1996 - January 2003
Skills
Credit Administration, Banking, Risk Management, Credit Risk, Credit Portfolio..., Accounting, Loan Structuring, Internal Audit, Impairment, Credit, Portfolio Management, Commercial Lending, Financial Structuring, Loans, Commercial Banking, Mergers & Acquisitions, Loan Origination, Credit Analysis, Financial Analysis, Underwriting, Cash Management, Mortgage Lending, Financial Risk, Consumer Lending, Treasury Management, Financial Services, Finance, Small Business Lending, Analysis, Retail Banking, Due Diligence, Auditing, Executive Management, Financial Institutions, Forecasting, Commercial Real Estate, Strategic Financial..., Investments, Enterprise Risk..., Financial Modeling, Operational Risk..., SBA, Asset Management, Commercial Mortgages, Management, Asset Based Lending, Lines Of Credit, Mortgage Banking, Relationship Management, Valuation
Education
Rhode Island College 1997 — 2002
B.S.
Community College of Rhode Island 1993 — 1997
A.A.
Boston College September 2015 - Present
The Washington Trust Company May 2014 - August 2015
Office of Representative Jim Lyons December 2013 - May 2014
Warwick Country Club April 2012 - August 2013
Newport Harbor Corporation - Waterman Grille December 2011 - April 2012
Electronic Alarm Systems, Inc. June 2011 - August 2011
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Philosophy and Political Science
Brown University 2015 — 2015
Visiting Student, Philosophy
Bishop Hendricken High School 2008 — 2012
High School Diploma
Schneider Electric June 2015 - Present
Institutional Advancement- Providence College October 2012 - May 2015
Olympia Tea Room May 2014 - September 2014
The Washington Trust Company April 2014 - September 2014
Narragansett Brewing Company September 2013 - December 2013
Skills
Time-efficient, Goal Oriented, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Management, Sales, Time Management, Event Planning
Education
Providence College 2015 — 2017
Master of Business Administration (MBA)
Providence College 2011 — 2015
Bachelor's degree, Management & Finance
Westerly High School 2007 — 2011
Marlborough Savings Bank December 2014 - Present
Nokian Tyres plc November 2013 - Present
Savings Institute Bank and Trust September 2013 - November 2014
Flagstar Bank January 2012 - March 2013
Cavallaro Enterprises December 2009 - August 2012
Santander Bank, N.A. November 2010 - December 2011
The Washington Trust Company May 2009 - September 2010
Citizens Bank January 2005 - May 2009
Bank of America March 2001 - December 2004
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Banking, Commercial Banking, Underwriting, Small Business Lending, Lines Of Credit, Credit Risk, Relationship Management, Finance, Commercial Real Estate..., Construction Loans, Loan Origination, Financial Analysis, Consumer Lending, Real Estate, Real Estate Financing, Cross Selling, Small Business, Sales, Risk Management, Mortgage Banking, Long-term Customer..., Financial Risk, Investment Properties, Asset Based Lending, Appraisals, Due Diligence, Refinance, Real Estate Economics, Valuation, Real Estate Transactions, Financial Structuring, Funding, Analysis, Negotiation, SBA, Real Estate Development, Foreclosures, REO, Residential Homes, Property Management, Social Networking, Sage Business Works, ALLL
Education
Providence College 1993 — 1997
Bachelor of Science (BS), Accounting
North Providence High School 1989 — 1993
Massachusetts Appraisal Institute
Appraisal
Fusaro Consulting August 2013 - Present
The Westerly Sun April 2004 - June 2013
The Washington Trust Company October 1987 - October 1991
Skills
Copy Editing, Social Media, Online Advertising, Social Media Marketing, Advertising, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Marketing Management, Email Marketing, Online Marketing, Direct Marketing, Interactive Advertising, Mobile Advertising, Public Relations, Online Journalism, Online Publishing, Online Communications, Brand Development, Brand Management, Corporate Branding, Brand Awareness, Branding & Identity, Internet, Internet Services, Internet Strategy, Website Development, Website Promotion, Corporate Websites, Web Design, Web Analytics, Web Content, Web Marketing, Content Management, Web Content Management, Content Strategy, Content Development, Content Marketing, Mobile Content, Online Contests, Contests, Contesting, Google Analytics, New Media, Copywriting, Marketing, Digital Strategy, Media Planning, Facebook
Education
Providence College 1980 — 1984
BA, English
Westerly High School 1976 — 1980
Harvard Law TaxHelp January 2015 - Present
Massachusetts Institute of Technology (MIT) May 2015 - July 2015
Harvard Immigration Project October 2014 - December 2014
Watson Law Offices May 2010 - July 2014
University of Vermont September 2009 - February 2010
The Washington Trust Company May 2007 - August 2008
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
University of Vermont 2006 — 2010
Bachelor’s Degree, English, Russian, Minor in Russian and Eastern European Studies
St. Petersburg State University (CIEE) 2008 — 2008
Russian Language Program
St. Mary Academy - Bay View 2002 — 2006
High School
The Washington Trust Company July 2015 - Present
Zumiez October 2014 - July 2015
Pacific Sunwear June 2014 - October 2014
Pacific Sunwear March 2012 - June 2014
Pacific Sunwear April 2010 - March 2012
Skills
Retail Sales, Customer Service, Visual Merchandising, Inventory Management, Loss Prevention, Inventory Control, Recruiting, Talent Management, Team Management, Store Management, Store Operations, Business Analysis
Education
Beacon Charter School for the Arts
High School
Community College of Rhode Island
General Studies
Lincoln School for Girls
School One
The Washington Trust Company July 2014 - Present
The Washington Trust Company October 2013 - July 2014
Atrion Networking Corporation May 2013 - October 2013
Atrion Networking Corporation November 2011 - May 2013
Atrion Networking Corporation February 2010 - November 2011
Kforce March 2009 - February 2010
Daticon February 2002 - October 2008
Skills
CCNA, MCSA Server 2008R2, CompTIA A+ Certification, CompTIA Network+, LEAN BPM, Windows, ITIL v3 Foundations..., VMware, VPN, Cisco Technologies, Microsoft Exchange, Windows Server, Virtualization, Routers, Switches, Servers, DHCP, Cisco IOS, Network Administration, Active Directory, Windows 3.1, Cisco Routers, Data Center, Firewalls, Hardware, Network Engineering, TCP/IP, Troubleshooting, VMware ESX, WAN
Education
Community College of Rhode Island 1999 — 2001
Associate of Science (A.S.), Microcomputing and Networking
Randstad Technologies US June 2012 - Present
Maria's Seaside Cafe May 2009 - June 2012
Bryant University October 2011 - May 2012
The Washington Trust Company May 2011 - August 2011
Skills
Event Planning, PowerPoint, Editing, Special Event, Training, Leadership, Budgets, Research, Writing, Social Networking, Social Media, Leadership Development, Microsoft Office, Outlook, Microsoft Word, Social Media Marketing, Time Management, Public Speaking, Customer Service, Interviews, Marketing, Fundraising, People Skills, Close Attention to..., Recruiting, Problem Solving, Organization, Microsoft Excel, Management, Strategic Planning, Team Building, Technical Recruiting, Press Releases, Project Management, Team Management, Teamwork, Marketing Communications, Negotiation, Team Coordination, Team Leadership, Sales, Facebook
Education
Bryant University 2008 — 2012
Bachelor of Arts, Communication
The Washington Trust Company March 2015 - Present
Archway Investment Fund December 2014 - Present
Bryant University September 2014 - Present
The Safety Zone June 2014 - August 2014
Skills
Photography, Sports Management, Financial Analysis, Market Research, Windows, Marketing Communications, Sports Marketing, Accounting, Strategic Planning, English, Economics, Advertising, Finance, Sales, Analysis, Management, Investments, Financial Services, Public Speaking, Financial Research, Microsoft Excel, Equities, Equity Research, Microsoft Office, PowerPoint
Education
Bryant University 2011 — 2015
Undergraduate, Finance, General, Junior
Conard High School
The Washington Trust Company August 2014 - Present
RBS Citizens Financial Group March 2010 - August 2014
RBS Citizens Financial Group August 2005 - March 2010
RBS Citizens Financial Group March 2001 - July 2005
Kmart Corporation February 1986 - March 2001
Skills
Executive Coaching, Sales Management..., Coaching, Human Resources, Leadership, Recruiting, Sales Management, Sales, Loans, Banking, Credit Cards, Employee Training, Team Building, Operations Management, Leadership Development, Finance, Branch Management, Retail, Credit, Change Management, Branch Banking, Mortgage Lending, Customer Service, Hiring, Consumer Lending, Lines Of Credit, Relationship Management, Retail Banking, Home Equity Loans, Training, Executive Management
Education
Rhode Island College 1992 — 1996
Community College of Rhode Island 1987 — 1992
Brown University August 2015 - Present
Brown University November 2013 - Present
Brown University October 2010 - November 2013
The Washington Trust Company May 2008 - October 2010
Stephen Miller and Associates March 2007 - April 2008
Romano, Spinella, D’Alessandro & Wright, LLC. August 2005 - March 2007
Skills
Higher Education, Research, Student Affairs, Teaching, Management, Budgets, Administrative..., Program Management, Project Planning, Sales, Marketing, Proofreading, Nonprofits, Microsoft Office, Fundraising, Volunteer Management, Social Media
Education
Johnson & Wales University
Bachelor's Degree, Marketing, 4.0
Keene State College
Secondary Education and Teaching
Citizens Financial Group, Inc. March 2015 - Present
Survivors of Tomorrow September 2011 - Present
The Washington Trust Company March 2014 - March 2015
TD Bank Group September 2008 - July 2011
Skills
Sales Operations, Marketing Strategy, Social Media Marketing, Fundraising, Coordinating Special..., Event Planning, Event Marketing, Event Management, Entrepreneurial..., Mortgage Lending, Small Business Lending, Underwriting, Community Service, Community Involvement, Business Management, Website Development, Customer Service, Direct Marketing, Breast Cancer, Coaching, Management, Entrepreneurship, Commercial Lending
Education
Community College of Rhode Island 2009 — 2011
Associate's degree, Marketing, Finance & Management
The Washington Trust Company January 2015 - Present
The Washington Trust Company August 2007 - Present
The Cape Cod Five Cents Savings Bank January 2006 - May 2007
Skills
Banking, Loans, Retail Banking, Customer Service, Loan Origination, Consumer Lending, Small Business Lending
Education
New England College of Business and Finance 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
The Oliver Group May 2014 - April 2015
The Washington Trust Company December 2003 - April 2012
The Washington Trust Company December 1999 - December 2003
The Washington Trust Company January 1996 - December 1999
The Washington Trust Company January 1990 - January 1996
Skills
Sales, Consumer Lending, Mortgage Lending, Credit, Leadership, Business Development, Customer Service, Coaching, Customer Retention, Loans, Sales Management, New Business Development, Performance Management, Human Resources, Staff Development, Retail Banking, Banking, Management
Education
Providence College 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Bank Rhode Island November 2010 - Present
The Washington Trust Company March 2001 - September 2009
Fleet Bank June 1995 - March 2001
Fleet Bank February 1994 - June 1995
Fleet Bank September 1992 - February 1994
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Credit Risk, Credit, SBA, Commercial Banking, Consumer Lending, Loan Origination, Credit Analysis, Banking, Mortgage Lending, Retail Banking, Asset Based Lending, Cross Selling, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Treasury Management, Cash Flow Lending, Commercial Mortgages, Deposits, Mortgage Banking, Financial Structuring, Finance, Middle Market, Risk Management, Loss Mitigation, Private Banking, Cash Management, Investments, Construction Loans
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Finance
LaSalle Academy 1986 — 1988
State Street Bank June 2013 - Present
The Washington Trust Company June 2010 - August 2010
Education
Elon University
Bachelor of Science (BS), Finance
Hofstra University
The Mohegan Tribe June 2015 - Present
The Washington Trust Company November 2014 - June 2015
The Washington Trust Company May 2014 - November 2014
The Washington Trust Company November 2012 - May 2014
Pfizer July 2012 - November 2012
US Navy June 2000 - July 2012
Geek Squad October 2007 - November 2009
Skills
SSRS, Business Intelligence, Microsoft SQL Server, Troubleshooting, Visual C#, SQL Server Management..., Engineering, Testing, Security Clearance, Training, Software Documentation, Leadership, Management, Networking, Technical Training, Supervisory Skills, Customer Service, Process Improvement, Project Planning, Administration, Documentation, Team Leadership, Team Building, Windows Server, Oracle SQL Developer, ASP.NET MVC, Preventive Maintenance, Process Scheduler, Microsoft Word, Electricians, Computer Repair, Military
Education
Regis University 2014 — 2016
Master of Science (M.Sc.), Software Engineering
Kaplan University 2008 — 2014
Bachelor's Degree, Information Technology
Navy Nuclear Power School 2000 — 2001
Nuclear Training, Nuclear Trained Electrician
The Washington Trust Company April 2013 - Present
Skills
Advertising, Sports, Marketing, Customer Service, Online Advertising, Facebook, Event Planning, Event Management, Social Media, Social Networking, Public Relations, Social Media Marketing, Sports Marketing, Graphic Design, Marketing Communications
Education
University of Rhode Island 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
University of Rhode Island - College of Business Administration 2005 — 2008
Assumption College
EF Education First February 2013 - Present
Apollo English May 2012 - December 2012
The Washington Trust Company October 2011 - May 2012
ZOLL Medical Corporation 2010 - 2010
Skills
Sales Management, Time Management, Social Media, Sales, Event Planning, Public Speaking, Teamwork, Marketing, Public Relations, Research, Event Management, Leadership, English, Social Media Marketing, Training, Fundraising, Marketing Communications, Management, Outlook
Education
Boston Academy of English 2011 — 2011
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
The Ohio State University 2007 — 2011
BSBA, Business - Specialization in Marketing
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
International Business, Exchange Semester
GE Capital January 2015 - Present
JPMorgan Chase May 2014 - January 2015
Societe Generale November 2008 - May 2014
UBS Investment Bank January 2006 - November 2008
Raymond James Financial February 1994 - January 2006
Goldome Federal Savings Bank August 1991 - February 1994
The Washington Trust Company May 1983 - July 1991
Skills
Equities, Internal Audit, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Prime Brokerage, Operational Risk, AML, Anti Money Laundering, Internal Controls, Banking
Education
Florida Metropolitan University 1993 — 1996
BS, Accounting
Community College of Rhode Island 1986 — 1991
Accounting
Thames Valley State Technical College 1983 — 1985
Information Technology
University of Rhode Island 1980 — 1981
Information Technology
BS Accounting
Bachelor of Science (B.S.), Accounting
Bank Newport February 2015 - Present
The Washington Trust Company September 2012 - February 2015
The Washington Trust Company January 2008 - September 2012
Bank Rhode Island February 2006 - January 2008
American Automobile Association September 1990 - February 2006
Skills
Loans, Budgets, Training, Management, CRM, First Time Home Buyers, Business Planning, Sales, Sales Management, Leadership, Finance, Credit, Community Service, Banking, Consumer Lending, Real Estate, Coaching, Strategies, Commercial Lending, Analysis, Mortgage Lending, Small Business Lending, Small Business, Commercial Banking, Retail Banking, Customer Service
Education
Johnson and Wales University
Business
Texas Instruments May 2015 - Present
Texas Instruments August 2014 - May 2015
General Dynamics May 2012 - August 2013
Westerly Town Beach June 2010 - August 2012
University of New Hampshire InterOperability Laboratory February 2012 - May 2012
The Washington Trust Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Matlab, Leadership, Customer Service, Time Management, Social Media, Sales, Electrical Engineering
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.), Electrical Engineering
Budapesti Mûszaki és Gazdaságtudományi Egyetem 2013 — 2013
Study Abroad Program Spirng 2013, Electrical and Electronics Engineering
Santander Bank, N.A. June 2014 - Present
RBS Citizens Financial Group July 2013 - June 2014
RBS Citizens Financial Group July 2012 - July 2013
The Washington Trust Company March 2011 - July 2012
The Washington Trust Company December 2010 - March 2011
CVS Caremark Corporation May 2003 - February 2011
University of Rhode Island September 2009 - August 2010
Graduate Student Association - University of Rhode Island 2009 - 2010
College of Environmental Life and Science - University of Rhode Island January 2009 - May 2009
University of Rhode Island September 2004 - May 2009
Skills
Risk Management, Analysis, Financial Risk, Banking, Project Management, Vendor Management, Information Security, Data Analysis, Research, Process Improvement, Portfolio Management, Management, Financial Services, Business Analysis, International Project..., Third Party Assurance, Business Relationship..., Information Security..., Third Party Vendor..., Assurance, Process Unity
Education
University of Rhode Island 2009 — 2010
Master of Business Administration, Kingston, Rhode Island
University of Rhode Island 2004 — 2009
Bachelor of Science, Business Administration; Double minor - Microbiology and Chemistry
Asia University (TW) 2008 — 2008
Elite International Youth Leader Camp - July 2008
University of Rhode Island May 2014 - Present
Atlantic Beach Park October 2012 - December 2014
GTECH February 2013 - May 2014
The Washington Trust Company October 2011 - February 2013
The Washington Trust Company September 2010 - October 2011
Hilton Mystic March 2010 - August 2010
Urso & Co., Inc July 2004 - October 2008
Skills
OSI, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Account Reconciliation, Bank Reconciliation, Journal Entries, Bookkeeping, Banking, Accounting, SAP BW, Internal Audit, Financial Reporting, Financial Analysis, Payroll
Education
University of Rhode Island 2015 — 2020
Master of Business Administration (MBA)
Bryant University 2005 — 2012
Bachelor's of science in Business Administration, Accounting
Westerly High SchoolWesterly, Rhode Island 2001 — 2005
Diploma
Electric Boat October 2007 - Present
The Washington Trust Company 2004 - 2007
Skills
Budgets, Financial Reporting, Forecasting, Process Improvement, Financial Analysis, Microsoft Excel, Cross-functional Team..., Security Clearance, Auditing, Leadership, Accounting, DoD, Financial Accounting, Variance Analysis
Education
Nichols College 2002 — 2003
MBA, Finance
Nichols College 1999 — 2002
BSBA
Chariho
The Washington Trust Company January 2014 - Present
The Washington Trust Company March 2010 - January 2014
The Washington Trust Company June 2009 - March 2010
Citizens Bank July 2007 - June 2009
Skills
Loans, Mortgage Banking, Financial Analysis, Finance, Loan Servicing, Accounting, Treasury, Process Improvement, Cash Management
Education
University of Rhode Island 2013 — 2013
Six Sigma Yellow Belt
AIU 2006 — 2009
BA, Finance, Accounting
Johnson & Wales University 1996 — 1999
Computer Science
The Washington Trust Company May 2013 - Present
Fannie Mae January 2010 - May 2013
Spillane Consulting Associates April 2009 - December 2009
Mayflower Valuation, LTD May 2008 - November 2008
Greenpoint Mortgage/Capital One June 2006 - March 2008
Payson Appraisal January 2000 - June 2006
Payson Appraisal January 2000 - June 2006
GreenPoint Mortgage September 1996 - November 1999
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Appraisal Programs, Appraisals, FHA financing, Program Management, Entrepreneurship, FHA, Mortgage Lending, Real Estate, Foreclosures, REO, Residential Homes, Investment Properties, Short Sales, Loans, Refinance, Mortgage Banking, Real Estate Transactions, Valuation, Single Family Homes, Commercial Real Estate, Real Estate Economics
Education
Lake Forest College 1974 — 1978
Bachelor's degree, Philosophy
Vermont Academy 1970 — 1974
H.S. Diploma
Boston University School of Law September 2008 - Present
The Washington Trust Company September 1993 - Present
Citizens Financial Group February 1989 - June 1993
Skills
Banking, Interest Rate Risk..., Portfolio Management, Strategic Planning, ALM, Fixed Income, Asset Management, Treasury, Commercial Banking, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Wealth Management, Mergers, Financial Services
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
MA, International History
Brown University 1983 — 1987
BA, History
The Washington Trust Company October 2013 - Present
The Washington Trust Company November 2011 - October 2013
A123 Systems October 2008 - November 2011
Share Group November 2007 - October 2008
ColdGard, Inc. August 2005 - February 2008
Northeastern University March 2005 - May 2007
Eze Castle Integration July 2006 - December 2006
Volpe Center July 2005 - December 2005
The Washington Trust Company June 2001 - August 2004
Skills
Active Directory, Microsoft Exchange, VMware ESX, Windows Server, Blackberry Enterprise..., Cisco Routing &..., PIX, Cisco Technologies, VMware, DNS, Disaster Recovery, System Administration, Data Center, Windows, Virtualization, Cisco IOS, VPN, Switches, Citrix, Firewalls, Networking, Cisco Nexus, Security, WAN, Routing, Unified Communications, Telecommunications, Wireless, Cisco Call Manager, VMware Infrastructure
Education
Northeastern University 2003 — 2008
BS, Information Science
Northeastern University 2003 — 2008
Minor, Business
Rhode Island Housing June 2014 - Present
The Washington Trust Company April 2012 - June 2014
Marshall Law 2003 - 2011
Common Cause 2009 - 2010
Higgins, Cavanagh, & Cooney, LLP 1999 - 2001
Chitkowski Law Offices 1998 - 1999
Zurich North America 1995 - 1998
USEPA 1993 - 1995
Skills
Research, Non-profits, Public Speaking, Editing, Patent Prosecution, Fundraising, Legal Opinions, Grant Writing, Patentability, Charities, Document Review, Community Outreach, Risk Management, Legal Assistance, Bankruptcy, Due Diligence
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
Doctor of Law (J.D.), Environmental & Energy Law
University of Rhode Island
Bachelors, Chemistry
The Washington Trust Company January 2014 - Present
Santander Bank, N.A. May 2013 - January 2014
Sovereign Bank January 2012 - May 2013
Sovereign Bank October 2010 - January 2012
Yellow Book USA October 2007 - May 2010
Dartex Coatings April 1997 - August 2007
Skills
Banking, Sales, Management, Investments, Program Management, Small Business Lending, Loans, Branch Banking, Credit, Customer Service, Retail Banking, Lines Of Credit, Accounting, New Business Development, Small Business, Mortgage Lending, Social Media, Commercial Lending, Marketing Research, Advertising
Education
Bryant University 1995 — 2008
The Washington Trust Company August 2015 - Present
U.S. Trust, Bank of America Private Wealth Management January 2014 - July 2015
Jewish Alliance Of Greater Rhode Island December 2010 - June 2013
Citizens Bank 2005 - November 2010
Bank of America 2004 - 2004
Fleet Bank 1995 - 2004
Skills
Cross-functional Team..., Strategic Planning, Fundraising, Team Building, Leadership Development, Financial Modeling, Management, Overseas Experience, Program Management, Beef, Analysis
Education
Loyola University Chicago School of Law 1990 — 1994
J.D.
John Carroll University 1980 — 1984
B.A., Political Science
The Washington Trust Company November 2013 - Present
Greenbytes September 2013 - November 2013
Equity National June 2009 - September 2013
Numark Industries January 2007 - June 2009
Goldline Controls 2003 - 2008
Risk Management Foundation of the Harvard Medical Institutions 1999 - 2000
Trammell Crow 1998 - 1999
St. Mary's Home for Children 1996 - 1998
Skills
Active Directory, Apache, Computer Hardware, Windows, Linux, DNS, Hardware, Troubleshooting, Cloud Computing, Networking, VMware, Information Security, Program Management, Security, IIS, Disaster Recovery
Education
New England Institute of Technology 1995 — 1997
None, Computer Science
The Washington Trust Company General ManagerRestaurant Management1990 - 2000
Education
Cleveland State University
Business
Charles Schwab February 2014 - Present
The Washington Trust Company April 2006 - February 2014
Appleton Partners, Inc. 1988 - 1999
Skills
Financial Services, Wealth Management, Marketing, Marketing Strategy, Marketing Communications, New Business Development, Event Planning, Account Management, Investment Management
Education
Bryant University 2012 — 2013
Business Management Certificate
Northern Virginia Community College 2000 — 2003
Associate's degree, Design and Visual Communications, General
Merrimack College 1982 — 1987
BS, Business/Finance
First Niagara Bank November 2013 - Present
The Washington Trust Company March 2012 - November 2013
Skills
FHA, First Time Home Buyers, Residential, Real Estate, VA, Mortgage Lending, Conventional, Refinance, Mortgage, USDA, Loans, Mortgage Banking, Loan Origination, Conforming, Mortgage Industry, VA loans, Reverse Mortgages, Residential Mortgages, Mortgage Planning, Construction Loans, Credit, FHA financing, Purchase, Government Loans, Non-Conforming, Loan Structuring, Rates, Rehab Loans, Home Equity Lines of..., Refinance Transactions, Real Estate Finance, Origination, Credit Analysis, Commercial Lending
Education
Bentley University
Massachusetts Bay Community College
westwood high school
The Washington Trust Company November 2002 - May 2013
Fleet Investment Advisors August 1988 - November 2002
Education
Bryant University 1974 — 1978
MBA, Management
Trinity University-Washington 1967 — 1971
The Washington Trust Company November 1998 - Present
Citizens Bank January 1990 - November 1998
Citizens Bank January 1990 - November 1998
Skills
Banking, Commercial Lending, Credit, Accounting, Credit Analysis, Loans, Commercial Banking, Credit Risk, Small Business Lending, Investment Properties, Mortgage Lending, Consumer Lending, Real Estate, Loan Origination, FHA, Commercial Mortgages, Mortgage Banking, Refinance, Financial Analysis
Education
Providence College 1980 — 1984
Bachelors, Accounting
Oul Lady of Providence , Providence, RI
The Washington Trust Company July 2001 - Present
Skills
Asset Managment, Asset Management, Finance, Financial Services, Commercial Mortgages, Real Estate, Loans, Commercial Lending, Mortgage Lending, Credit, Banking, Investments, Commercial Real Estate
Education
Providence College 2002 — 2004
MBA
Providence College 1997 — 2001
Bachelors, Finance
The Washington Trust Company December 2010 - Present
Advantage Mortgage Company, Inc. October 1993 - December 2010
Education
Fairfield University 1983 — 1986
Rhode Island School of Design June 2011 - Present
The Washington Trust Company June 2007 - June 2011
Citizens Bank June 2002 - June 2007
Skills
Microsoft Office, Writing, Event Planning, Teaching, Public Speaking, Shakeology, Social Media, Customer Service, Marketing Communications, Microsoft Excel, Marketing, Program Management, Strategic Planning, Creative Writing, Marketing Strategy, Community Outreach, Social Networking, Account Management, Event Management, Adobe Creative Suite, New Business Development, Email Marketing, Sales, Photography, Nonprofits, Higher Education, Curriculum Design, Management, Fundraising, Facebook, Direct Sales, Product Development, Microsoft Word, Strategic Partnerships, Public Relations, Team Building, Time Management, Graphic Design, Internal Communications, Photoshop, Social Media Marketing, Advertising, Project Management, E-Learning, Color Theory, Market Research, Research, English, Retail
Education
Johnson and Wales University 1994 — 1996
Bachelors, Marketing
Johnson and Wales University 1992 — 1994
Associates, Fashion Merchandising
The Washington Trust Company June 2012 - Present
Citizens Financial Group 2001 - 2009
Skills
Financial Services, Small Business Lending, Banking, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Credit, Operational Risk..., Commercial Banking, Retail Banking, Financial Analysis, Financial Risk, Risk Management, Credit Risk, Portfolio Management, Process Improvement, Vendor Management, Mortgage Lending, Management, Finance, Business Analysis, Relationship Management, Leadership
Education
Bryant University 1986 — 1990
The Wasington Trust Company June 2011 - Present
The Washington Trust Company February 2009 - June 2011
Bank of America May 2006 - June 2008
Skills
Loans, Commercial Lending, Banking, Quality Assurance, Mortgage Lending, Credit, Mortgage Banking, Testing, Process Improvement, Risk Management, Analysis, Software Documentation, Access, Visio, Loan Origination
Education
Johnson and Wales University 2000 — 2013
Associates, Computer Business Applications
Johnson and Wales University 2000 — 2013
Bachelor of Applied Science (B.A.Sc.), Information Science/Studies
The Washington Trust Company October 2001 - Present
Skills
Mortgage Lending, Loans, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Banking, Construction Loans, Credit Analysis, USDA, VA loans, Investments, Management, Commercial Lending, Financial Analysis, Asset Allocation, Retirement, Insurance, Real Estate, Sales, Customer Service
Education
University of Rhode Island
Bachelor of Arts (BA), Psychology & Sociology
Bryant University
Certified Financial Planner
Berlin High School
Chelsea Groton Bank July 2014 - Present
The Washington Trust Company 1987 - June 2014
Skills
Project Management, Risk Management, Banking, Strategic Planning, Process Improvement, Credit, Security, Leadership, Commercial Lending, Finance, Program Management, Retail Banking, Mergers & Acquisitions, Vendor Management, Team Leadership, Management, Loans, Business Development, Customer Service, Consumer Lending, Microsoft Office
Education
Johnson & Wales University 1990 — 1994
BS Accounting
Centreville Bank February 2015 - Present
The Washington Trust Company 2001 - January 2015
Skills
Loans, Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Credit, Retail Banking, Mortgage Banking, Consumer Lending, Loan Origination, Management, Commercial Banking, Customer Service, Finance, Training
Education
New England College of Business and Finance 2010 — 2014
Bachelor of Business Administration (BBA), Business
The Washington Trust Company April 1999 - Present
Skills
Credit, Loans, Real Estate, Commercial Lending, Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Real Estate Transactions, Commercial Banking, Investment Properties, Investments, Financial Analysis, Portfolio Management, Loan Origination, Finance, Risk Management, Sales, Real Estate Economics, Consumer Lending, Strategic Planning
Education
Roger Williams University 1996 — 1998
Paralegal Certificate
Providence College 1976 — 1980
Bachelor's degree, Social Studies/Business
Bank Rhode Island January 2013 - Present
Sovereign Bank August 2010 - 2012
The Washington Trust Company April 2010 - July 2010
Citizens Bank April 2008 - May 2009
2008 toCitizens Bank April 2008 - May 2009
Citizens Bank March 2005 - April 2008
2005 toCitizens Bank March 2005 - April 2008
2002 toBank of America June 2002 - December 2004
Skills
Sales, Banking, Customer Satisfaction, Management, Retail Banking
Education
Rhode Island College 1999 — 2002
Bachelors, Communications
Bristol Community College
Associates Degree, General Studies
Rhode Island College
Bachelors Degree, Communications
The Washington Trust Company April 2013 - Present
US Trust August 1997 - February 2013
The Boston Company July 1986 - July 1997
Education
Merrimack College 1978 — 1984
BS, Finance
The Washington Trust Company 2012 - Present
Office of the General Treasurer State of Rhode Island February 2011 - December 2012
Clearbrook Global Advisors, LLC October 2009 - February 2011
United States Marine Corps October 2004 - February 2009
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Skills
Investments, Portfolio Management, Strategic Planning, Financial Analysis, Asset Management, Finance, Public Speaking, Securities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Managment, Financial Services, Equities
Education
University of Rhode Island - College of Business Administration 2008 — 2009
MBA, Business
Pepperdine University 2000 — 2004
BS, Business Administration
hendricken
hendricken
hendricken
The Washington Trust Company 1994 - Present
Suisman Shapiro 1989 - 1994
Skills
Wealth Management
Education
Connecticut College 1973 — 1976
Bachelor of Arts (BA), Psychology
American University 1972 — 1973
Transferred
The Washington Trust Company April 2014 - Present
Citizens Bank April 2007 - April 2014
Goluses and Company, L.L.P. February 2009 - April 2011
CVS Caremark Corporation June 2005 - April 2007
Hasbro October 2003 - June 2005
Skills
Financial Statements, Variance Analysis, Accounting, Account Reconciliation, Tax, Sarbanes-Oxley, Journal Entries, Tax Returns
Education
Johnson & Wales University
MBA, Accounting
Rhode Island College
Bachelor of Science, Accounting
The Washington Trust Company September 2010 - Present
Skills
Event Planning, Social Media, Facebook, Social Media Marketing, Email Marketing, Marketing, PowerPoint, Microsoft Office, Public Relations, Microsoft Excel, Microsoft Word, Outlook, Sales, Marketing Communications, Social Networking
Education
Providence College 2007 — 2009
Masters in Business Administration
Providence College 2003 — 2007
Bachelor of Science
Citizens Financial Group, Inc. March 2015 - Present
Boston Private August 2007 - April 2015
Investors Bank & Trust August 2004 - August 2007
The Washington Trust Company May 2001 - August 2001
Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law
Education
American University 2000 — 2004
Bachelors of Science, Political Science
The Washington Trust Company June 2000 - Present
Skills
Onboarding, Banking, Employee Relations, Leadership, Performance Management, Deferred Compensation, Management, HRIS, Benefits Administration, Strategic Planning
Education
Bryant University 1988 — 1992
Bachelor’s Degree, Business Administration and Management, General
Child Development Center Pax River NAS May 2012 - Present
The Washington Trust Company May 2007 - February 2011
Sears Authorized Hometown Stores, LLC August 1996 - August 2006
Skills
Customer Service, Customer Relations, Sales Management, Microsoft Office, Word, Budgeting, Banking, Retail, Commercial Banking, Team Building, Problem Solving, New Business Development, Retail Banking, Small Business, Merchandising, Team Leadership, Microsoft Word, Time Management, Coaching, Budgets
Education
College of Southern Maryland 2012 — 2012
Laurel Senior High 1970 — 1973
New England College of Business and Finance March 2011 - Present
The Washington Trust Company February 1988 - Present
Skills
Consumer Lending, Retail Banking, Customer Service, Microsoft Office, Problem Solving, PowerPoint, Operations Management, Credit, Risk Management, Strategic Planning, Leadership, Team Building, Training, Banking, Coaching, Financial Analysis, Loans
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance
University of Phoenix 2003 — 2008
Bachelors, Business Administration
The Washington Trust Company June 1995 - Present
Education
Barnard College
Connecticut College
B.A., Music
The Washington Trust Company June 1995 - Present
Education
Barnard College
Connecticut College
BA, Music
The Washington Trust Company May 2008 - Present
The Washinton Trust Company March 2005 - May 2008
The Washinton Trust Company April 2001 - March 2005
Skills
Loans, Credit Analysis, Commercial Lending, Small Business Lending
Education
Providence College 1999 — 2004
Bachelor of Business Administration (BBA)
The Washington Trust Company June 2012 - Present
US Trust March 1979 - March 2012
Skills
Private Banking, Wealth Management, Banking, Trusts, Microsoft Excel, Management, Trust Management
Education
The Institute of Certified Bankers 2002 — 2002
Certified Trust & Financial Advisor Designation, Trust & Investments
Cannon Financial Institue 2001 — 2002
Cannon Trust School I, II & III, Trust & Investment Management
Fisher College 1982 — 1984
Computer Science
Citizens Bank April 2014 - Present
The Washington Trust Company February 2014 - April 2014
Talbots Classics National Bank 2000 - 2013
Citizens Bank 1999 - 2000
BankBoston 1993 - 1999
Skills
Banking, Risk Management, Customer Service, Credit, Credit Risk, Team Building, Credit Analysis, Business Analysis, Team Management, Financial Analysis, Operating Budgets, Forecasting, Customer Satisfaction, Retail, Negotiation, Time Management, Training, Microsoft Excel, Customer Retention, Process Improvement, Outlook, Call Centers, Inventory Management, Coaching, Leadership, Finance, Performance Management, Hiring, Management, Store Management, Vendor Management, Sales, Recruiting, Loss Prevention, Budgets, Human Resources, Sales Management, Teamwork, Employee Relations, Team Leadership, Operations Management, Leadership Development, Change Management, Strategy
Education
Providence College
Bachelor of Science (BS), Business Management
Emmanuel College
French
The Washington Trust Company May 2014 - Present
Citizens Bank June 2009 - May 2014
U.S. Trust May 2006 - April 2009
Investors Bank & Trust October 2001 - May 2006
Citizens Bank 1998 - 2001
Skills
Investments, Banking, Wealth Management, Portfolio Management, Private Banking, Wealth Management..., Estate Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Services, Asset Management, Retirement Planning
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), History
Dominican School of Philosophy and Theology
Bachelor of Arts (BA), Philosophy
The Washington Trust Company September 1994 - Present
Thornton, Thornton & Thomsen June 1987 - September 1994
Skills
Trusts, Estate Law, Tax, Estate Planning, Estate Administration, Accounting, Financial Analysis, Tax Preparation, Trust Management, Strategic Financial..., Financial Accounting
Education
Bryant University
Master of Science, Taxation
University of Massachusetts, Amherst
BS, Business Education