Bank of Boston
BankBoston was a bank based in Boston, Massachusetts, which was created by the 1996 merger of Bank of Boston and BayBank. One of its predecessor banks started in 1784, but the merged BankBoston was short-lived, being acquired by Fleet Bank in 1999. Headquarters: Boston, Massachusetts, United States Ceased operations: 1 October 1999 Founded: 1996 Successor: Bank of America through Fleet Bank Predecessor: Bank of Boston; BayBank
Bank of Boston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Boston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Boston Employees
Discovery Financial Solutions LLC June 2013 - Present
BNY Mellon May 2012 - June 2013
Freddie Mac January 2006 - June 2012
The World Bank November 1999 - January 2006
Bank of Boston October 1996 - November 1999
ING Bank 1994 - 1996
Westpac March 1984 - April 1994
Banco Urquijo January 1980 - March 1984
Skills
Derivatives, Trading, Securities, Fixed Income, Capital Markets, Equities, Bloomberg, Hedge Funds, Options, Investment Banking, Asset Management, Valuation, Risk Management, Risk, Swaps, Back Office, Cash, Accounting, P&L, Business Analysis, Loans, Compliance, Pricing, Mergers, Risk Mitigation, Analysis, Business Management, Financial Analysis, Financial Reporting, Process Engineering, Customer Relations, Process Improvement, Product Development, Trading Systems, Debt, Change Management, Management Consulting, Strategic Planning, SOX, Asset Managment, Financial Risk, Interest Rate..., Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Services, Treasury, Operational Risk, MBS, Structured Finance, Securitization
Education
Hofstra University 1980 — 1985
MBA, Cost Accounting
Adelphi University 1974 — 1978
B.A., Business Administration
Reading Cooperative Bank May 2014 - Present
Enterprise Bank (Enterprise Bancorp) 2008 - May 2014
Chaston Associates, Inc. 2007 - 2008
TD Bank 2004 - 2007
Citizens Bank 1999 - 2004
State Street Global Advisors 1998 - 1999
The Bank of New York 1994 - 1999
BancBoston Financial Company 1989 - 1994
Bank of Boston 1986 - 1989
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Banking, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Underwriting, Loan Origination, Investments, Mortgage Lending, Branch Management, Cash Management, Finance, SBA, Financial Analysis, Wealth Management, Residential Mortgages, Deposits, Financial Structuring, Mutual Funds, Cross Selling, Treasury Management, Home Equity Loans, Middle Market, Cash Flow Lending, Strategic Financial..., Private Banking, Funding, Mortgage Banking, Refinance, Relationship Management, Construction Loans, Financial Services, Risk Management, SBA 504, Commercial Real Estate, Real Estate
Education
Alfred University 1981 — 1985
B.S Finance/B.S Economics, Finance
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Bank of America 2010 - Present
Bank of America - Global Wealth and Investment Management Technology 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1990 - 2004
Bank of Boston 1980 - 1990
Skills
Portfolio Management, Risk Management, Banking, Vendor Management, CRM, ITIL, Management, Leadership, Project Management, New Business Development, Testing, Databases, SDLC, IT Strategy, Financial Services, Project Portfolio..., Business Analysis, PMO, Finance, Relationship Management, Information Technology, Process Improvement, Business Process..., Program Management
Education
Babson College 1982 — 1987
MBA, Finance, Information Systems
Boston College 1976 — 1980
BA, Math, Economics
Bank of America 1999 - 2013
Bank of America 1996 - 1999
Bank of Boston 1988 - 1996
Lahey Clinic Medical Center 1986 - 1988
FINANCIERA SUDAMERICANA 1984 - 1984
AESA (Administration de Empressas), Lima, Peru 1981 - 1984
Education
Bentley College 1993 — 1994
Accounting
Babson College 1983 — 1983
English as a Second or Foreign Language
Margarita Cabera School, Peru 1979 — 1982
Associates degree in Business Administration.
Federal Deposit Insurance Corporation 1987 - 2010
Bank of Boston 1982 - 1985
Citi 1975 - 1982
Skills
Credit, Foreign Languages, finance, Credit Risk, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Loans, Economics, Finance, Commercial Banking
Education
Thunderbird School of Global Management 1974 — 1974
Master of International Management, Finance, Languages
Yale University Graduate School 1970 — 1971
Master of Arts (M.A.), Southeast Asian Studies
American University
Bachelor's degree, International Relations, Languages
KREG Properties, Inc. 2002 - Present
Superior Home Services 2011 - 2013
E & G Group 1999 - 2002
ENTERPRISE SOCIAL INVESTMENT CORPORATION 1997 - 1999
OCWEN FEDERAL BANK 1996 - 1997
National Cooperative Bank 1993 - 1996
BANK OF BOSTON 1992 - 1993
FLEET BANK 1988 - 1992
Skills
Real Estate Development, Property Management, Disposition, Real Estate Economics, Leases, Real Estate, Budgets, Investment Properties, Real Estate Transactions, Real Estate Financing, Investors, Business Planning, Affordable Housing, Financial Analysis, Strategic Planning, REO, Foreclosures, Short Sales, Residential Homes, Marketing, Sellers, First Time Home Buyers, Condos, Commercial real..., Completed a formal..., Strong presentation..., Keen problem solving,..., Apartments, Negotiation, Underwriting, Dispositions
Education
Bentley College 1988 — 1991
MBA
University of Massachusetts 1982 — 1986
BS
Saint Gregory's College 1973 — 1979
GCE A Levels
OMGEO LLC, a DTCC Company 2013 - 2015
STATE STREET GLOBAL ADVISORS 2009 - 2013
FIDELITY INVESTMENTS 1997 - 2009
BANK OF BOSTON 1991 - 1997
TEXAS INSTRUMENTS 1986 - 1989
Skills
Financial Risk, Credit, Due Diligence, Operational Risk, Compliance, Risk Assessment, Derivatives, Fixed Income, Enterprise Risk..., Investments, Governance, Business Continuity, Equities, Management, Leadership, Staff Development, Strategic Planning &..., Budget Management, Resource Allocation, Internal Consulting, Performance Management
Education
Bank of Boston
Credit Analyst Training Program
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Simmons College
Bachelor of Applied Science, Math & Computer Science
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Wheeler and Taylor Real Estate July 2014 - Present
Berkshire Healthcare November 1990 - June 2011
Connecticut National Bank 1988 - 1990
Bank of Boston 1987 - 1988
Sheraton Hotels 1987 - 1987
Skills
Accounting, Retail Sales, Customer Service, QuickBooks, Strategic Planning, Outlook, Budgets, Managerial Finance, Non-profits, Insurance, Microsoft Word, Microsoft Excel, Data Entry, Accruals, Bank Reconciliation, Journal Entries, Balance, P&L review, ReconNet, Capital Accounting
Education
Bay Path College
Business/Accounting
Berkshire Community College
Massachusetts Licensed Real Estate Salesperson, Real Estate
Lenox Memorial High School
Computershare September 2014 - Present
Computershare September 2006 - September 2014
EquiServe September 1995 - September 2006
Bank of Boston January 1993 - September 1995
Education
Boston College - Carroll School of Management 1989 — 1993
MBA, Finance
Boston College 1982 — 1986
B.S., Finance and Computer Science
Wellesley Investment Partners March 2014 - Present
First Republic Private Wealth Management March 2012 - March 2014
Boston Private Bank & Trust Company June 1998 - March 2012
Bank of Boston July 1996 - June 1998
BayBanks 1987 - 1996
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equities, Investment Management, Fixed Income, Investment Strategies, Private Equity, Investment Advisory, Wealth Management...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Dartmouth College 1982 — 1986
BA, History
Seismic Software July 2012 - Present
EMC Document Sciences September 2006 - July 2012
Cognos September 2005 - September 2006
IntelliReach 2002 - 2005
Surebridge 2001 - 2002
OnDisplay / Vignette 2000 - 2001
Bank of Boston 1996 - 1999
Skills
Software Sales, Enterprise Customer..., Enterprise Software, Enterprise Content..., Business Intelligence, Solution Selling, Cloud Computing, Sales Management, New Business Development, Team Leadership, Negotiation, Software Industry, SaaS, Sales Process, CRM, Sales Operations, Business Development, Outsourcing, Selling, Analytics, B2B, Sales
Education
Bentley University 1993 — 1997
B.S., Marketing
American Tower December 2014 - Present
Boston Scientific September 2013 - November 2014
Boston Scientific November 2010 - September 2013
Boston Scientific January 2009 - November 2010
Boston Scientific September 2006 - January 2009
PerkinElmer October 2003 - September 2006
PerkinElmer January 2002 - October 2003
PerkinElmer May 2000 - January 2002
Cabot Corporation November 1998 - May 2000
Bank of Boston May 1995 - November 1998
Skills
Treasury Management, Treasury, Capital Markets, Currency, Cash Management, Financial Modeling, Sarbanes-Oxley Act, Hyperion Enterprise, Strategic Financial..., Forecasting, Financial Analysis, Process Improvement, Variance Analysis, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Finance
Boston College 1991 — 1995
BS, Finance
Metapoint Partners, LP 1988 - Present
Massachusetts Educational Finance Authority July 2009 - Present
Bank of Boston 1979 - 1988
Skills
Private Equity, Venture Capital, Mergers, Finance, Start-ups, Corporate Development, Buyouts, Recapitalizations, Executive Management, Due Diligence, Turn Around Management, Entrepreneurship, Restructuring, Mergers & Acquisitions, Private Placements, Capital Raising, Leveraged Finance, IPO, Growth Capital, M&A experience, Financial Structuring, Investment Banking, Deal Sourcing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1979
BS, Finance
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Citizens Financial Group, Inc. May 2015 - Present
Ahold October 2014 - May 2015
The Hanover Insurance Group August 2012 - August 2014
CVS Caremark September 2002 - July 2012
CVS Realty Co October 1999 - September 2002
Fleet Financial Group August 1992 - October 1999
Bank of Boston June 1990 - August 1992
Electronic Data Systems August 1988 - February 1990
EDS Group 1988 - 1990
Skills
Strategic Financial..., Cash Management, Process Improvement, Financial Modeling, Cash Flow Forecasting, Capital Budgeting, Forecasting, Finance, Treasury Management, Financial Reporting, Financial Metrics, Microsoft Office, Hyperion Planning, P&L Analysis, Balance Sheet Review, Valuation Modeling, Long Range Financial..., Cash Flow Statements, Post Audits, Return on Investment, User Productivity Kit, Equipment Leasing, Variance Analysis, Hyperion HFM, Essbase, Budgets, Analysis, Financial Planning, Accounting, Auditing, Financial Analysis
Education
Bryant University 1993 — 1997
MBA, Accounting
University of Hartford 1987 — 1988
BSBA, Cum Laude, Economics, Finance
American International College 1984 — 1986
Finance
Rocky Hill 1980 — 1984
Veritude: A Fidelity Investments Company May 2014 - Present
Fidelity Charitable December 2012 - June 2014
William Tell Designs August 1996 - December 2013
HR Access: A Fidelity Investments Company April 2011 - June 2012
Tetra Design 1994 - 1998
Bank of Boston 1992 - 1993
Houghton Mifflin 1991 - 1992
Skills
User Experience, Visual Communication, Graphic Design, Interaction Design, Art Direction, Corporate Communications, User Interface Design, Adobe Creative Suite, Corporate Branding, Logo Design, Brochures, Creative Direction, Dreamweaver, Graphics, Advertising, Photoshop, InDesign, Marketing Communications, Illustration, Information Architecture, User-centered Design, Corporate Events, Publishing, Offset Printing, Illustrator, Digital Video, Audio Post Production, Layout, Direct Mail, Corporate Identity, Brand Development, Information Design, Web Design, Collateral, Art, Adobe Acrobat
Education
Bentley University 2013 — 2016
Masters in Human Factors and Information Design
Colby College
Bachelor's degree, Art
NELSON January 2011 - Present
IFMA July 2010 - August 2012
NELSON/Black Cow July 2009 - January 2011
Black Cow Architects November 2005 - July 2009
Sasaki Associates November 2001 - March 2005
Houghton mifflin March 1999 - November 2001
State Street 1997 - 1999
Sasaki Associates 1993 - 1997
Bank of Boston 1989 - 1993
Skills
Space-planning, LEED AP, Interior Design, Design Research, LEED, Budgets, Sustainable Design, Submittals, Comprehensive Planning, Furniture, Construction, Facilities Management, Management, Real Estate Development, Renovation, Marketing, SketchUp, Interior Architecture, Construction Drawings, Green Building, Contract Management, CAD, Revit, Architectural Design, Sketching, Entrepreneurship, Architectural Drawings, Furnishings, Process Scheduler, Historic Preservation, Mixed-use, Residential Design, AutoCAD, Design Management, Project Management, Contract Negotiation, Project Planning, Space Planning
Education
Boston Architectural College
Rensselaer Polytechnic Institute
Independent Consultant April 2015 - Present
Sun Nuclear Corporation August 2013 - March 2015
SpectorSoft May 2012 - March 2013
Pacific Disaster Center April 2006 - May 2012
Roth Consulting April 2001 - March 2006
Parametric Technology Company (PTC) March 2000 - September 2001
Foundation Technologies (name changed to Authoria) January 1998 - December 1998
Fidelity Investments December 1995 - December 1998
Sodexo April 1992 - December 1995
Bank of Boston 1991 - 1992
Skills
Project Management, Product Management, Technical Writing, Proposal Writing, Data Analysis, Emergency Management, Software Development, Quality Assurance, Program Management, Project Charter, Phases Of Project..., Scope Planning, Project Communications, End-to-End Project..., Managing Large Scale..., Managing Technical..., Technical Staff..., Technical Project..., Technical Requirements..., Agile & Waterfall..., Business Analysis..., Go-to-market Strategy, Consulting, HRIS, Market Analysis, Strategic Planning, User Interface Design, Web Design, Enterprise Software, Software Industry, Security, Training, Management, Analysis, Mobile Applications, Cross-functional Team..., Agile Methodologies, SaaS, Testing, CRM, Product Development, Professional Services, Partner Management, Cloud Computing, Salesforce.com, Start-ups, Product Marketing, Mobile Devices, Market Research, Sales Enablement
Education
Simmons College 1992 — 1995
M.S., Communications Management
Boston College 1984 — 1988
B.S., magna cum laude, Marketing, Management
W&M Sprinkler 1997 - Present
Bank of Boston 1987 - 1989
Ecole Nationale Superieure des Mines de Paris 1984 - 1985
ESIB 1982 - 1984
Bitar Architectural firm 1981 - 1984
Skills
Microsoft Office, Reinforced Concrete, Microsoft Excel, Construction Accounting, Invoicing, Value Engineering
Education
Jâmi'at Al-Qiddis Yussuf 1976 — 1981
CES, Structural Engineering
ENVIRON April 2011 - Present
Exponent March 2009 - April 2011
ECOFACT AG January 2009 - March 2010
WestLB AG, New York Branch 2004 - 2008
WestLB AG, New York Branch 1998 - 2004
WestLB AG, New York Branch 1996 - 1998
WestLB AG, New York Branch 1991 - 1996
Central Trust Co., an affiliate of Irving Trust Co. and the Bank of New York 1985 - 1991
Bank of Boston 1980 - 1984
Security Pacific National Bank 1977 - 1980
Skills
Project Finance, Environmental Awareness, Due Diligence, Risk Management, Risk Assessment, Corporate Social..., Sustainability, Renewable Energy, Stakeholder Engagement, Energy, Analysis, Equator Principles, NGOs, Environmental..., Export Finance, Corporate Finance, Structured Finance, Emerging Markets, Finance, Credit, Trade Finance, Financial Structuring, Social Impact Assessment, Socioeconomic Baseline..., Environmental Issues, Sustainability Reporting
Education
Aquinas College 1970 — 1975
B.A., French
Institute for American Universities, Aix-en-Provence, France 1972 — 1973
French
The Driscoll Agency, an affiliate of Cross Insurance January 1990 - Present
Bank of Boston January 1987 - December 1990
New England Equity Research September 1985 - September 1987
Skills
Human Resources, Expense Budgeting, Marketing Strategy, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
MBA, Finance
Fontbonne Academy 1978 — 1982
Providence College 1978 — 1982
BS, Business
Consigli Construction January 2009 - February 2013
Liberty Mutual July 2006 - May 2007
Iron Mountain, Inc. December 2003 - April 2006
Pepsi Bottling Group November 1999 - November 2003
BankBoston July 1998 - November 1999
Bank of Boston September 1996 - July 1998
Bank of Boston July 1994 - July 1996
Federal Deposit Insurance Corporation July 1990 - August 1993
Ernst & Young March 1988 - May 1989
Bankers Trust Company 1987 - 1988
Skills
Financial Reporting, Auditing, Risk Management, General Ledger, Corporate Governance, Banking, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Internal Audit, Analysis, Tax, Forecasting
Education
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
1st Advantage Federal Credit Union April 2015 - Present
1st Advantage Credit Union April 2011 - Present
SCORE March 2010 - Present
U.S. General Services Administration - Technology Acquisition July 2004 - October 2007
FleetBoston October 2000 - June 2004
Bank of Boston September 1990 - October 2000
Bank of Boston September 1990 - September 1993
Investors Mortgage Insurance April 1984 - August 1985
Freddie Mac June 1980 - January 1984
KPMG US May 1976 - June 1980
Skills
Business Efficiency, Business Planning, Strategic Planning, Management Consulting, Budgeting, Small Business, Start-ups, Budgets, Finance, Business Process..., Risk Management, Management, Auditing, Due Diligence, Managerial Finance, Process Improvement, Executive Management, Strategy, Mergers & Acquisitions, Internal Controls, Training
Education
FINRA Licenses Held 1994 — 2004
Series 7, 24, 52, 53
CPA 1983 — 1983
Washington, D.C.
MBA School of Mortgage Banking 1981 — 1983
Certificate, 3 term summer program
Babson College 1974 — 1976
MBA, Accounting and Finance
Boston College 1970 — 1974
Bachelor of Arts, cum laude, English Literature, Sociology & Philosophy
University of London 1973 — 1973
Junior Year, British economics, politics & art
Seekonk High School
National Honor Society, National Mathematics Club
Seekonk High School
Seekonk High School
Seekonk High School
Delta Air Lines June 2013 - Present
Delta Air Lines November 2011 - Present
Delta Air Lines May 2010 - November 2011
GRM August 2008 - December 2009
Recall 2006 - 2008
Recall 2002 - 2007
Recall 2006 - 2006
Cornerstone Insurance January 2000 - January 2002
Bank Of Boston January 1996 - January 1998
Skills
Auditing, Customer Service, Management, Invoicing, CRM, Financial Analysis, Outlook
Education
Universidade Salgado de Oliveira
Redwood Investments, LLC September 2004 - Present
Fidelity Investments December 1996 - June 2003
New England Business Service June 1992 - December 1996
INNOVATECH 1992 - 1992
Bank of Boston August 1986 - May 1991
Skills
Risk Management, Alternative Investments, Management, Hedge Funds, Equities, Mutual Funds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, Finance
University of Virginia 1982 — 1986
BC, Commerce: Finance/MIS
Dale Carnegie Training DirectorAssociated Industries of Massachusetts2005 - 2009
CERA 2000 - 2004
Deloitte & Touche March 1998 - March 2000
Bank of Boston 1992 - 1998
Education
American University 1973 — 1973
M.Ed., Counseling Psychology
Columbia University in the City of New York 1972 — 1973
M.A. Teachers College, University Administration
Norwich University 1964 — 1969
B.A, Liberal Arts, Education
St John's Prep 1960 — 1964
Diploma
Carver Associates LLC January 2012 - Present
CVCAC Volunteer Tax Assistance January 2012 - Present
Town of Bradford 2011 - Present
Downtown Bradford Partnership 2007 - 2011
Vermont Adult Learning (VAL) October 2009 - September 2010
Lydall Thermal/Acoustical, Inc July 2007 - August 2008
Carver Associates January 1989 - January 2007
Bank of Boston January 1985 - January 1989
Comerica Bank January 1980 - January 1985
Skills
Financial Analysis, Managerial Finance, Budgets, Forecasting, Financial Modeling, Tax, Accounting, Business Planning, Strategic Planning, Cash Flow, QuickBooks, Strategic Financial..., Accounts Payable, Management, Accounts Receivable, Cost Accounting, Analysis, Leadership, Finance, Mergers & Acquisitions, Strategy
Education
Bentley University 2006 — 2009
Masters of Science, Accountancy
Washington University
Master of Business Administration, Finance and Accounting
Wellesley College
Bachelor of Arts, Molecular Biology
University of Vermont Extension
Kent Place School 1969 — 1972
High School Diploma
Hobart Avenue Elementary
The Way To Balance, LLC November 1993 - Present
Eastern Bank 1997 - 1998
Bank of Boston 1990 - 1997
Skills
Medical Intuitive, Master Hypnotherapist, Craniosacral Therapy, Hypnotherapy, Energy Healing, Holistic Health, Wellness, Healing, Alternative Medicine, Reiki, Pain Management, Meditation, Stress Management, Wellbeing, Stress, Lifestyle, Wellness Coaching, Supplements, Yoga, Nutritional Counseling, Nutrition, Energy Work, Life Coaching, Personal Development, Relaxation, Lifestyle Coaching, Fitness, Aromatherapy, Swedish, Bodywork, Weight, Chakra Balancing, Reflexology, Self-esteem, Chronic Pain, Essential Oils, Therapists, Detoxification, Chronic Illness, Treatment, Back Pain, Herbal, Headaches, Acupuncture, Therapeutic Massage, Myofascial Release, Migraine, Insomnia, Public Speaking, Coaching
Education
Cayce Reilly School of Massotherapy 1992 — 1993
Licentiate degree in Massage, Massage Therapy/Therapeutic Massage; Acupressure; Hypnotherapy
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
MBA, Finance & International Business
Hartwick College
Bachelor of Arts, French and Spanish
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
Boston Private Bank December 2007 - Present
Acorn Management January 1991 - November 2005
Bank of Boston July 1984 - December 2000
Skills
Construction Loans, Asset Management, Commercial Banking, Investment Properties, Real Estate, Banking, Mortgage, Underwriting, Portfolio Management, Financial Analysis, Due Diligence, Strategic Planning, Real Estate Finance, Credit, Negotiation, Loans, Valuation, Financial Modeling, New Business Development, Microsoft Office, Private Equity, Debt, Capital Markets, Problem Solving, Funding, Financial Planning, Excel, Affordable Housing, Real Estate Economics, Commercial Real Estate, Real Estate Development, Commercial Mortgages, Credit Analysis, Real Estate Financing, Financial Structuring, Mortgage Lending, Commercial Lending, Finance, Investments, Management, Risk Management, Credit Risk, Wealth Management, Mergers & Acquisitions, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1991
MBA, Business Administartion - Finance and Marketing, Graduated Cum Laude
Boston University - School of Management 1977 — 1981
Bachelor of Science (BS), Busness administration, Graduated Magna Cum Laude
Cass Information Systems 1994 - 2014
Bank of Boston 1982 - 1994
Skills
Operations Management, Controlling..., Data Analysis, RFP Development, Freight Payment, Freight Rate Audit, Corporate Payroll, Coin and Currency, Supply Chain Finance, Relationship Management, Political Campaigns, Logistics, Lockbox, Databases, Data Warehousing, Public Speaking, Strategic Planning, Management, Social Media, Microsoft Office, Freight, Customer Service, Project Management, CRM, Leadership, Public Relations
Education
Boston University 2005 — 2007
Certification in Financial Planning, Financial Planning, Certification
Boston College 1972 — 1976
Bachelor's Degree, Economics
U.S. Trust Bank of America Wealth Management June 2015 - Present
Schwartz Family 1992 - Present
Bank of Boston 1989 - 1991
Norwest Corporation 1987 - 1989
United Bank of Denver 1985 - 1987
Skills
Private Banking, Personal Trust..., Trust Services, Internal Audit, Fund Accounting, Finance, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Analysis, Investments, Accounting, Asset Management, Team Building, Management, Financial Analysis
Education
Boston College
Bachelor of Science (BS), Finance, General
North Quincy High School
Hammond Residential 2014 - Present
Independent Home Stager 2010 - 2014
Independent Marketing Consultant 2004 - 2014
Welch's 1995 - 2003
Bank of Boston 1987 - 1992
Skills
Marketing Strategy, Integrated Marketing, Brand Architecture, Real Estate Transactions
Education
UCLA Anderson School of Management 1992 — 1994
Master of Business Administration (MBA)
Amherst College 1983 — 1987
Flexo Concepts December 2005 - Present
Southern Living at HOME 2002 - 2005
American Plumbing & Heating 1998 - 2000
Bank of Boston 1991 - 1998
Skills
B2B, Marketing, Account Management, B2B Marketing, Multi-channel Marketing, New Business Development, Direct Marketing, Direct Sales, B2C, Product Development, Sales Management, Direct Mail, Marketing Management, Lead Generation, Market Planning, Email Marketing, Trade Shows, Integrated Marketing, Product Marketing, Segmentation, Customer Acquisition, Marketing Strategy, Brand Development, Brand Management
Education
Babson College
Bachelor of Science (B.S.), Marketing
Hingham High School
FM Global January 2011 - Present
Kingston Volunteer Fire Department October 2009 - Present
FM Global January 2009 - January 2011
FM Global March 1988 - December 2008
FM Global February 1987 - March 1988
FM Global April 1985 - February 1987
Bank of Boston February 1984 - April 1985
FM Global January 1981 - October 1983
Skills
Fire Safety, Firefighting, NFPA, Preparedness, Insurance, Loss Prevention, Risk Assessment, Fire Protection, Risk Mitigation, Public Speaking, Fire Suppression, Fire Suppression Systems, Risk Management, Property & Casualty..., Risk Analysis, Fire Management, Underwriting, Commercial Insurance, Emergency Management, Brokers, Fire Alarm, Enterprise Risk..., Commercial Lines, Financial Risk, Policy, General Insurance, Emergency Services, Claim, Investigation, Liability, Performance Consulting, Captives, Legal Liability, Professional Liability, Casualty, Analysis, Claims Management, Reinsurance, Disaster Response, Life Safety, Property Claims, Fire Protection..., Hazardous Materials, Industrial Safety, Business Continuity, Inspection, Safety Management..., D&O, Excess, Process Safety
Education
Anna Maria College 2012 — 2013
Master of Science (MS), Emergency Management
University of Rhode Island 1975 — 1979
Bachelor of Arts, Economics
East Boston Savings Bank September 2012 - Present
Reading Co-operative Bank January 2012 - September 2012
Stoneham Savings Bank January 2005 - January 2012
New England College of Finance January 1994 - June 2007
Boston Federal Savings Bank August 1998 - January 2005
Somerset Bank September 1993 - February 1998
Bank of Boston November 1986 - September 1993
Skills
Compliance, Risk, Risk Management, Banking, AML, Retail Banking, Financial Analysis, Credit Risk, Financial Risk, Securities, Risk Assessment, Loans, Fraud, Credit, Enterprise Risk..., Auditing, Financial Services, Mortgage Lending, Mergers, Operational Risk..., Internal Audit, Investments, Operational Risk, Due Diligence, Sarbanes-Oxley Act, Bank Secrecy Act, Commercial Lending
Education
Salem State University 1991 — 1994
M.A., American History
Suffolk University Law School 1982 — 1985
J.D., Law
Boston College 1977 — 1982
B.A., Communications
International Coach Federation 1995 - Present
Vision Quest Consulting September 1987 - Present
Vision Quest Consulting 1987 - Present
International Consortium for Coaching in Organizations 2006 - 2010
Executive Coaching Summit 2003 - 2009
Prime Computer January 1984 - August 1987
Bank of Boston November 1980 - December 1984
Skills
Leadership Development, Organizational..., Executive Coaching, Coaching, Organizational..., Team Building, Management Development, Public Speaking, Talent Management, Strategic Planning, Career Development, Mentoring, Workshop Facilitation, Entrepreneurship, Personal Development, Training, Leadership, Staff Development, Program Management, Small Business, Strategy, Culture Change, Consulting, Human Resources, Emotional Intelligence, Career Management, Instructional Design, Management Consulting, Conflict Resolution, Training Delivery, Employee Training, MBTI, Performance Management, Organizational..., Retreats, Career Counseling, Business Planning, Business Coaching, 360 Feedback, Executive Development, Management, Organizational Design, Motivational Speaking, Facilitators, Organizational Learning, Performance Improvement, Life Coaching, Work Life Balance, Presentation Coaching, Personal Branding
Education
The Newfield Network 2000 — 2003
Advance Coaching Certification
Boston College 1980 — 1982
MA
University of Massachusetts, Amherst 1973 — 1977
BA
Brockton High School 1970 — 1973
diploma
Austin Energy June 2014 - Present
Stellargy Services, LLC September 2012 - November 2012
Compaq Computer 1995 - 1997
FedEx 1994 - 1995
CSC 1989 - 1992
Bank of Boston 1986 - 1989
Skills
Requirements Analysis, Business Analysis, Use Case Analysis, Test Scenarios, Test Scripts, MS Office, Project Management, MS Project, Leadership, SDLC, JavaScript, Oracle, SQL, HTML 5, CSS3, Java, Visual Studio, C++, Visual Basic
Education
Boston College
Bachelor's degree, Mathematics and Computer Science
The University of Texas at Austin
MBA, Information Systems Management
Open April 2015 - Present
Multiband Corporation November 2012 - March 2015
Piper Jaffray June 2008 - July 2012
Residential Capital, LLC (GMAC) October 2006 - June 2008
American Investors Group, Inc. August 2002 - October 2006
Resources Global Professionals (Resources Connection) April 2000 - June 2002
Conseco Finance Corporation (Green Tree) April 1999 - January 2000
Cargill March 1995 - March 1999
Cargill September 1992 - February 1995
Bank of Boston June 1988 - August 1992
Skills
Financial Modeling, Strategic Financial..., Financial Statement..., Corporate FP&A, Managerial Finance, Financial Forecasting, Investor Relations..., Investment Banking, Investment Analysis, Due Diligence, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Business (Finance)
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
Television, Film, and Stage Performer January 2003 - Present
Customer Services Centre s.r.l. - Fiat Auto Group June 2011 - July 2012
Concetta's Fresh Pasta April 1998 - April 2002
FLEET SECURITIES, INC May 1997 - December 1999
EATON VANCE CORPORATION January 1997 - May 1997
Bank of Boston May 1995 - January 1997
Merrill Lynch December 1995 - July 1996
Skills
Management, Business Planning, Analysis, Market Research, Business, Entertainment, Sales, Marketing, Microsoft Excel, Leadership, PowerPoint, Customer Satisfaction, Finance, Budgets
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Bentley University 1992 — 1996
BS, Finance
The Reed, Loeser & O'Grady Group at Merrill Lynch 1998 - Present
Island Moving Company 2012 - Present
Aquidneck Island Land Trust 2012 - Present
Hope Club 2011 - 2013
Rhode Island Hospital Trust 1992 - 1998
New World Bank 1990 - 1992
Bank of New England 1986 - 1990
Bank of Boston 1981 - 1986
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Small Business, Loans, Mortgage Lending, Portfolio Management, Strategy, Financial Advisory, Retirement, Strategic Planning, Real Estate, Financial Services, Investments, Finance, Mutual Funds, Series 7, Securities, Investment Advisory, Investment Strategies, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1977 — 1981
BA, Finance
Bierer Research Group November 2004 - Present
Temple Beth El Brotherhood 2013 - 2015
FCJC 2007 - 2013
Bank of America 2006 - 2011
Euronet Worldwide 2004 - 2006
NationsBank 1995 - 2004
Allmerica Financial 1993 - 1995
Litle & Co. 1992 - 1993
Bank of Boston 1986 - 1992
Stage One Marketing Research 1984 - 1986
Skills
Product Development, Usability Testing, Concept Generation, Market Research, Customer Retention, Customer Satisfaction, Customer Insight, Segmentation, Customer Loyalty, Customer Experience, B2B, B2C, Product Strategy, Marketing Strategy, Online Research, Product Innovation, Brand Loyalty, Product Management, Competitive Analysis, Integrated Marketing, Competitive Intelligence, Marketing Research, Sales, Market Analysis, Brand Development, Marketing, Strategy, Business Development, Strategic Partnerships, Market Planning, Strategic Planning, CRM, Management, Advertising, Forecasting, Analysis, Leadership, Analytics, Program Management, Customer Acquisition, Executive Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Strategic Marketing
University of Maryland College Park
BS, Political Science & Communications
Avalon Ventures 2007 - Present
Masthead Venture Partners April 1997 - Present
Watson Technologies June 1994 - March 1997
Alpha-Beta Technology April 1988 - May 1994
Bank of Boston June 1985 - June 1987
Skills
Venture Capital, Start-ups, Entrepreneurship, Private Equity, Social Media, Corporate Development, Angel Investing, Mergers, Entrepreneur, Investments, Due Diligence, Business Strategy, Investment Banking, Financial Modeling, Corporate Finance
Education
Babson College 1981 — 1985
BS, Finance
Global Financial Private Capital September 2009 - Present
Watson Wyatt Worldwide August 2008 - September 2009
Chestnut Hill Financial Group LLC May 2005 - August 2008
Fidelity Investments September 1998 - May 2005
Fidelity Investments September 1994 - September 1998
State Street September 1992 - September 1994
Bank of Boston 1986 - 1992
PepsiCo - Pepsi Beverages Company January 1983 - January 1986
Harris Corporation January 1981 - December 1982
Skills
Strategic Financial..., Investments, Asset Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Analysis, Asset Allocation, Series 7, Retirement, Wealth Management, Securities, Insurance, Fixed Annuities, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
MBA, Finance
Boston College 1975 — 1979
BA
CISO Consulting Inc April 2013 - Present
HUB Technical Services December 2003 - Present
KSC Enterprises March 2010 - June 2014
SAIC April 2008 - May 2010
Citizens May 2007 - November 2009
CVS Pharmacy March 2001 - December 2003
Entex Information Services 1993 - 2001
Bank of Boston 1987 - 1992
Skills
Security, PCI DSS, Business Continuity, Integration, Disaster Recovery, Data Center, IT Management, Information Technology, Cisco Technologies, Security Audits, Information Security, Computer Security, Vendor Management, Change Management, Business Process, Firewalls, Business Continuity..., Information Security..., IT Strategy, CISSP, Infrastructure, Risk Assessment, Risk Management, Virtualization, Software Documentation, Enterprise Architecture, Incident Management, Vulnerability Assessment, Sarbanes-Oxley Act, ISO 27001, Cloud Computing, Networking, Network Security, IDS, Vulnerability Management, Penetration Testing, Security Architecture..., Security Awareness, COBIT, CISM, Application Security, Security Policy, CISA, Identity Management, IT Audit, Data Security, Governance
Education
Norwich University 2005 — 2007
Master of Science, Information Assurance
Bentley College
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Walgreens 2013 - 2014
The Yacobian Group 2011 - 2012
Staples, Inc. 2004 - 2011
Bain and Company 1996 - 2004
Bank of Boston 1988 - 1994
Skills
Business Strategy, Sales, Marketing Strategy, Management, Retail, Management Consulting, Financial Modeling, New Business Development, Digital Marketing, Leadership, P, Business Planning, Direct Marketing, Lead Generation, Salesforce.com, Online Advertising, SaaS
Education
Harvard Business School 1994 — 1996
MBA, Business
Amherst College 1984 — 1988
B.A., Economics
City of Melrose January 2009 - Present
Bank of Boston 1993 - 1996
Bank of Boston 1993 - 1996
Skills
Microsoft Office, Leadership, Public Speaking, Process Improvement, Accounting, Team Building, Strategic Planning, Project Management, Microsoft Excel, Microsoft Word, Budgets, Customer Service, Inventory Management, Operations Management, Team Leadership
Education
Bentley University 1952 — 1958
Accounting
Silver Stirrup Consulting/Ruder Finn October 2009 - Present
Clever Devices February 2010 - November 2014
Ruder Finn August 2005 - November 2009
Silver Stirrup Consulting June 2002 - September 2005
Cohn & Wolfe/WPP January 2000 - June 2002
Rubenstein Associates 1999 - 2000
Arthur Andersen 1994 - 1999
Bank of Boston 1991 - 1994
Skills
French, Spanish, GPHR, SPHR, CIPD, HR Strategy, HR Policies, HR Transformation, Global HR, Talent Management, Talent Acquisition, Talent Assessment, Talent Development, Change Management, Organizational..., Training & Development, CIPD qualified, Performance Management, Employee Relations, Human Resources, Employee Training, Organizational..., Personnel Management, Employee Engagement, Onboarding, Recruiting, Internal Communications, Training, Employer Branding, Strategy, Executive Coaching, Marketing, Management, Leadership, Temporary Placement, Employee Benefits, Strategic Planning, Workforce Planning, Mergers & Acquisitions, Sourcing, Succession Planning, College Recruiting, Interviews, HR Consulting, Deferred Compensation, Applicant Tracking..., Consulting, Technical Recruiting, HRIS, Executive Search
Education
Cornell University 2000 — 2003
ILR-MA
Harvard Business School 2001 — 2001
Strategic HR Management
Boston College 1988 — 1991
BA
Aiglon College 1985 — 1988
Honors
Consilium Partners LLC April 2000 - Present
FleetBoston Robertson Stephens August 1999 - April 2000
Robertson Stephens & Co. September 1997 - August 1999
Bank of Boston 1994 - September 1997
KPMG Corporate Finance 1992 - 1994
Skills
Mergers & Acquisitions, Investment Banking, Finance, Capital Raising, Private Equity, Mergers, Venture Capital, Valuation, Corporate Finance, Corporate Development, Capital Markets, LBO, Private Placements, M&A experience, Recapitalizations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1988
MBA; MS in Finance
Bentley University 1979 — 1982
B.S., Computer Science
Advance Auto Parts September 2015 - Present
Zipcar May 2010 - May 2015
Harvard Business School November 2005 - August 2009
Brown Brothers Harriman August 2001 - November 2005
Pioneer Investments November 1997 - August 2001
Bank of Boston May 1992 - November 1995
Skills
Databases, Agile Methodologies, Scrum, Web Development, Unix, Oracle, MySQL, Git, Internationalization, PHP, Linux, Web Applications, Sybase, HTML, Software Development, Bash, JIRA, Subversion, Oracle Application...
Education
Boston College 1992 — 1999
B.A., Management
Keating Law Office June 2015 - Present
Citizens Bank May 2004 - June 2015
Suffolk University Law School September 2003 - June 2013
Bank of Boston May 1973 - October 2001
Skills
Credit, Estate Planning, Nonprofits, Small Business Lending, Estate Law, Portfolio Management, Banking, Retail Banking, Leadership, Financial Analysis, Commercial Banking, Public Speaking, Strategic Planning, Loans, Management, Commercial Lending
Education
Suffolk University Law School 1966 — 1970
Doctor of Law (J.D.)
Boston College - Wallace E. Carroll Graduate School of Management 1961 — 1965
Bachelor's degree, Economics
Various November 1995 - Present
Various May 1988 - Present
Keating & Company September 1991 - February 2013
Bank of Boston July 1991 - July 2000
Skills
Management, Commercial Real Estate, Residential Homes, Landlords, Customer Service, Sales, Real Estate, Bands, Facebook, Property Management, Art, Cartoons, Music, Banking
Education
Berklee College of Music 1985 — 1989
Bachelor’s Degree, Musical Performance
Lowell High School 1982 — 1985
Independent 2014 - Present
Becket-Chimney Corners YMCA 2000 - Present
SIX Securities Services, part of SIX Group Ltd 2009 - 2013
State Street Bank 1995 - 2009
Bank of Boston 1981 - 1995
Education
Tufts University
BA, Economics and Psychology
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
VBK + Co (Netherlands) BV January 2014 - Present
Sagas-Services Inc. January 2007 - Present
Pinecred, Financial Services October 2009 - December 2012
Nicestream, software developement & management of internet- and mobile-projects for the media sector January 2008 - September 2009
Endemol March 2005 - December 2007
Endemol January 2001 - January 2005
ABN AMRO January 1998 - November 2000
Bank Mees & Hope January 1992 - January 1995
Bank Mees & Hope NV January 1989 - January 1992
Bank of Boston January 1986 - January 1987
Skills
Start-ups, Strategy, Television, Business Development, Mergers & Acquisitions, Management, Leadership, Broadcast, Corporate Finance, Portfolio Management, Finance, Negotiation, Banking, Investments, Entrepreneurship, Mergers, Business Strategy, Real Estate
Education
Nyenrode Business University 1988 — 1989
MBA, International Business
Universidad de Belgrano 1984 — 1989
Bachelor's Degree, Business Administration and Management, General
ESEADE
Econometrics and Quantitative Economics, Master
Lincoln
Performegy LLC August 2015 - Present
Bank of America September 1991 - February 2015
FleetBoston 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1991 - 1996
Skills
Management, ITIL, Leadership, Vendor Management, Unified Communications, Microsoft Licensing, IT Strategy, Regulatory Requirements, Strategy, Product Management, Integration, IT Management, Six Sigma, Financial Services, Process Improvement, IT Service Management, Managerial Finance, Cloud Computing, Global Delivery, Production Support, Collaborative Problem..., Distributed Team..., Coaching, Program Management, Acquisition Integration, Business Communications, Risk Management, SharePoint, IT Infrastructure..., Microsoft Office, IT & Business Strategy..., IT as a Service, Technology Architecture, Backup Solutions, IT Operations, Financial Management, Operational Risk, IT Project & Program..., Microsoft Exchange, IBM XIV, HP EVA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Organizational Behavior and Finance
Brandeis University 1981 — 1985
B.A, Economics
Coursera
Python - Programming for Everyone, Statement of Accomplishment with Distinction - May 2015
Share Business Growth Strategies LLC March 1993 - Present
Ma. Small Business Development Center June 2012 - Present
Defeat Diabetes Foundation June 2009 - Present
Newfield Woods Condominium Trust June 2012 - Present
Commonwealth of Massachusetts, Executive Office of Health and Human Services June 2008 - May 2014
Bank of Boston August 1971 - February 1993
Skills
Strategy, Start-ups, Entrepreneurship, Business Planning, Management Consulting, Small Business, Team Building, Strategic Financial..., Cash Flow, Teaching, Change Management, Project Management, Business Strategy, Non-profit Board..., Non-profits, Board of Director..., Budget
Education
Babson College 1991 — 1994
Certificate in Advanced Management Studies, Entrepreneurship
Babson College 1969 — 1970
MBA, Management
Long Island University, Brooklyn Campus 1966 — 1969
Bachelor of Science, Finance
First National Bank of Wauchula July 2007 - Present
Merrill Merchants Bank January 2006 - July 2007
Big Lake National Bank November 2003 - July 2005
Big Lake National Bank March 2003 - November 2003
Big Lake National Bank January 1999 - March 2003
Bank of Boston June 1992 - August 1997
Education
Atlantic Union College 1974 — 1979
Bachelor of Science, Art Education
Indian River State College
AAS, Business Administration
Performance Index & Systems Inc July 1991 - Present
Bank of Boston 1981 - 1991
First National Bank of Boston 1968 - 1981
Skills
Business Analysis, Software Project..., SDLC, Risk Management, Software Development, Project Management, Cloud Computing, Business Intelligence, Vendor Management, Requirements Analysis, Process Improvement, IT Strategy, Business Process..., Requirements Gathering, Systems Analysis, Management, Financial Services, IT Management
Education
Bentley College 1967 — 1972
BS, Accounting and Finance
Bentley University 1967 — 1971
BS, Accounting
Needham High School 1963 — 1967
Wilbraham Academy
Wilbraham Academy
Bentley University February 2014 - Present
Bentley University July 2010 - February 2014
Bentley University March 2006 - September 2010
Boston University September 1995 - August 2005
Prudential Securities 1989 - 1990
Bank of Boston 1987 - 1989
Prudential-Bache Securities September 1985 - September 1986
Skills
Corporate Governance, Conflicts of Interest, Corporate Disclosures, Qualitative Research, Higher Education, Teaching, Corporate Law, Strategy, Public Speaking, Investments, Leadership Development, Lecturing, Research, University Teaching
Education
Boston University
PhD, Organization Studies
Northwestern University
Master's
Boston College 1982 — 1986
Bachelor's
Kiradjieff & Goode, Inc. 1989 - Present
Bank of Boston 1981 - 1989
Education
Trinity College-Hartford
B.A. - Urban Studies
Babson College
MBA - Entrepreneurship
Noble & Greenough School
Edelman Financial Services January 2011 - Present
Town of Dover, MA July 2010 - Present
Wellesley Police Department April 2006 - Present
London Financial Services February 1993 - January 2015
National Bank of Greece 1992 - 1993
Continental Wingate 1990 - 1992
Bank of Boston 1989 - 1990
US Trust Company 1988 - 1989
Skills
Public Safety, Risk Management, Asset Managment, Estate Planning, Financial Planners, Plannning, Cash Flow Forecasting, Series 7, Investments, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Asset Management, Wealth Management, Insurance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (M.B.A.)
Tufts University 1980 — 1984
Bachelor's Degree
Belmont Hill School 1974 — 1980
High School
Northborough K-8 School Committee May 2012 - Present
Acu-Gage Systems August 1990 - Present
Northborough Ed Foundation 2008 - 2014
Bank of Boston 1988 - 1990
Skills
Training, Die Cutting, Continuous Improvement, Product Development, Process Improvement, Manufacturing, Six Sigma, Lean Manufacturing, Troubleshooting, 5S, Team Building, New Business Development, Purchasing, Packaging, Strategic Planning, Corrugated, Negotiation, Offset Printing, Cross-functional Team..., Sales Management, Manufacturing..., Flexo, Supply Chain Management, Labels, Kaizen, Value Stream Mapping, ISO, Engineering, Plastics
Education
Boston College 1984 — 1988
BA, History, Philosophy
St. Bernards CCHS
DeWitt Stern July 2006 - Present
The Robinson Company December 1978 - July 2006
Bank of Boston 1977 - 1978
Skills
Insurance, Underwriting, Mergers, Brokers, D&O, Financial Analysis, Casualty, Liability, New Business Development, Investments
Education
Boston College 1973 — 1977
BS, Finance
Canadian Imperial Bank of Commerce (CIBC) January 2014 - Present
Invesco Ltd. September 2008 - December 2013
Invesco National Trust Company 2008 - December 2013
Boston Screen Partners, LLC 2003 - 2009
H. D. Avidon Consulting Group, Ltd. April 2003 - September 2008
Bank of Boston (FleetBank) now Bank of America 1989 - 2002
Bank of Boston 1967 - 2002
BankBoston 1984 - 1991
Skills
Financial Services, Banking, Enterprise Risk..., Risk Management, Financial Risk, Investments, Finance, Equities, Investment Management, Retirement Planning, Private Equity, Wealth Management..., Management, AML
Education
Cannon Financial Institute @ UNCC 1990 — 1992
Certified Trust Auditor, Regulatory Compliance
Bentley University 1977 — 1978
Paralegal
Suffolk University 1966 — 1967
Bachelor's degree, Finance
Boston University 1964 — 1966
Appleton Partners, Inc. December 2001 - Present
H.C. Wainwright June 1999 - December 2001
Bank of Boston 1989 - 1999
Skills
Portfolio Management, Fixed Income, Asset Management, Capital Markets, Asset Allocation, Securities, Investment Management, Mutual Funds, Financial Analysis, Wealth Management, Investment Strategies, Bonds, Trading, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
Boston University 1982 — 1984
BA, Economics
The College of Wooster 1980 — 1982
Pingry
Great Hill Partners September 1998 - Present
Media/Communications Partners September 1986 - August 1998
Bank of Boston June 1984 - August 1986
Skills
Mergers & Acquisitions, Private Equity, Management, Mergers, Executive Management, Start-ups, Social Media Marketing, Growth Capital, Acquisitions, Marketing, Middle Market, Enterprise Software, Strategic Partnerships, Finance, Negotiation, LBO, Valuation, New Business Development, Entrepreneurship, Corporate Finance
Education
Boston College 1980 — 1984
B.S., Economics, Accounting
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Veteran Entrepreneurial Training and Resource Network Inc September 2013 - Present
Coeus Management LLC 2012 - Present
Coeus Management September 2011 - February 2013
Getzler Henrich & Associates 2008 - 2012
Resolution Capital Corporation April 1995 - March 2002
The Recovery Group September 1990 - April 1995
Coopers & Lybrand April 1988 - September 1990
Bank of Boston 1980 - 1985
The Stop & Shop Companies September 1974 - June 1976
John Hancock Life Insurance Company (U.S.A.) September 1968 - March 1974
Skills
Restructuring, Bankruptcy, Venture Capital, Real Estate, Corporate Law, Turn Around Management, Due Diligence, Mergers, Financial Modeling, Asset Based Lending, Private Equity, Chapter 11, Financial Analysis, Corporate Finance, Valuation, Middle Market, Finance, Management Consulting, Mergers & Acquisitions, Private Placements, Capital Markets, Acquisition Integration, Management, Investment Banking, Loans, LBO, Financial Structuring, Portfolio Management, Cash Flow, Acquisitions, Debt Restructuring, Business Valuation, Corporate Development, Leveraged Finance, M&A experience, Divestitures, Investments, Structured Finance, Performance Improvement, Credit, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1964 — 1966
MBA in International Finance
Northeastern University
BS in Business Administration, Accounting and Finance
Stevenson University January 2007 - Present
Center for Social Change August 2011 - August 2013
Gerstung September 1997 - August 2011
New York Life Insurance Company June 1993 - September 1997
TransFinancial 1991 - 1992
M & M Syndications, Inc., Sigma Sound, Editmasters May 1989 - May 1991
Signal Capital Corp. January 1984 - May 1988
Bank of Boston June 1980 - January 1984
Skills
Management, Training, Sales, Operations Management, Accounting, Finance, Recruiting, Program Management, Nonprofits, Payroll, Time Management, Sales Management, Event Planning, Business Planning, Higher Education, Leadership, Human Resources, Project Management, Strategic Planning, Insurance, Budgets, Marketing, Non-profits, Employee Benefits, Environmental Awareness, Employee Training, HR Policies, Customer Service, Bookkeeping, Commercial Banking, Sports Marketing, Sports Management, Project Planning, Negotiation, Public Speaking, Analysis, University Teaching, cash flow management, Personal Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1980
MBA, Finance, Marketing
Curry College 1974 — 1978
BA, Management
Masconomet 1970 — 1974
diploma, college prep
KLINGSPOR Abrasives September 2012 - Present
Keller Williams Real Estate April 2008 - September 2012
New England Organ Bank July 2006 - March 2008
Transamerica Retirement Services May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar January 2002 - November 2004
Trustar February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES July 1997 - January 2000
Fidelity Investments February 1995 - June 1997
BANK OF BOSTON January 1987 - January 1994
Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers
Education
Bentley College
Pension Certification, Defined Benefit Plans Certification
American International College 1981 — 1984
Bachelor of Science, Criminal Justice
Life Choice Hospice January 2015 - Present
Life Choice Hospice December 2010 - December 2014
Boston University Corporate Education Center 2006 - 2009
Boston University 2004 - 2006
Fleet Bank 1998 - 2000
Bank of Boston 1986 - 2000
Skills
Program Management, Business Analysis, Leadership, Training, Team Building, Project Planning, Analysis, Management, Budgets, Marketing, Integration, Leadership Development, Project Management, Sales, Change Management, Instructional Design, Public Speaking, Organizational..., Process Improvement, Vendor Management, E-Learning, Management Consulting, Proposal Writing, Account Management
Education
Boston College 1981 — 1985
BA, Psychology
Novartis Vaccines and Diagnostics, Inc. 2007 - Present
Fidelity Investments 2000 - 2007
Bank of Boston 1994 - 2000
Bankboston 1992 - 2000
Education
Boston College 1988 — 1992
Arts & Science
UniBank for Savings April 2010 - Present
UniBank for Savings March 2009 - April 2010
Bank of America March 1990 - February 2009
Bank of Boston 1990 - 1995
Bank of New England 1985 - 1990
Bay State Savings Bank 1983 - 1984
Skills
Credit, Team Building, Banking, Market Penetration, Sales, Competitive Analysis, Return on Investment, Commercial Banking, Financial Risk, Consumer Lending, Small Business Lending, Leadership, Risk Management, Pricing, Loans, Coaching, Portfolio Management, Underwriting, Finance, Commercial Lending, Management, Customer Service, Mortgage Lending, Financial Analysis, Relationship Management, Lines Of Credit, Cash Management, Credit Analysis
Education
Assumption College 2003 — 2008
MBA, Sales & Marketing
Assumption College 1984 — 1990
BA, Management
HW Staffing Solutions April 2014 - Present
Fuld & Company January 2006 - August 2013
Interpublic Group 2004 - 2005
Hearst Magazines 2002 - 2004
Stax Inc. 1995 - 2001
Catapult Records 1994 - 1998
Record Plant Recording Studios 1994 - 1995
Bank of Boston 1987 - 1992
Skills
Financial Modeling, Strategic Planning, Start-ups, Market Research, Mergers & Acquisitions, Budgets, Finance, Financial Analysis, Forecasting, Analytics, Leadership, Analysis, Competitive Analysis, Business Planning, Process Improvement, Accounting, Accounts Receivable, Internal Controls, Strategy, Entrepreneurship, Strategic Consulting, CRM, Management Consulting, Due Diligence, Management
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Concentration in Entertainment Management and Entrepreneurship
Amherst College 1983 — 1987
BA, History
Jordan High School 1980 — 1983
TD Banknorth July 2007 - December 2008
TD Bank, America's Most Convenient Bank 2007 - 2008
Sovereign Bank 2004 - 2007
Sovereign Bank 2003 - 2004
Sovereign Bank 2000 - 2003
Abington Savings Bank 1998 - 2000
Bank of Boston-Rhode Island Hopital Trust 1995 - 1998
Bank of Boston 1986 - 1994
Skills
Banking, Credit, Credit Risk, Portfolio Management, Strategic Planning, Commercial Banking, Project Management, Credit Analysis, Financial Analysis, Strategy, Financial Risk, Loans, Analysis, Management, Process Improvement, Change Management, Cash Management, Leadership, Cross-functional Team..., Underwriting, Executive Management
Education
BankBoston Executive Credit Training Program 1994 — 1994
Babson College 1976 — 1980
Arizona State University August 2008 - Present
IDEA Museum March 2015 - Present
Everlasting Marks January 2008 - Present
Milagros Zingoni Arquitecta March 2004 - Present
Mesa Montessori August 2009 - December 2014
Arizona State University January 2007 - August 2008
Bank of Boston April 1995 - October 2003
Skills
Teaching, Research, Public Speaking, Sustainability, Spanish, Higher Education, Strategic Planning, Project Management, Critical Thinking, Urban Planning, Mitigation, Land Use Planning, Community Outreach, Community Development, Community Engagement, Architectural Design, Leadership, SketchUp, Urban, Proposal Writing, Nonprofits, Photoshop, Sustainable Design, Urban Design, Comprehensive Planning, AutoCAD, Design Research, InDesign, Microsoft Office, Adobe Creative Suite
Education
Arizona State University 2005 — 2006
Master's degree, Urban and Environmental Planning, 4.0
Universidad de Flores 1999 — 2004
6 year degree, Architecture, 7.42
Escuela de Diseno en el Habitat, Neuquen, Argentina 1994 — 1997
Bachelor of Science (BS), Habitat Design, 4.0
Citizens Bank 2005 - July 2012
EnCapital, Inc. 2000 - 2005
Bank of Boston 1980 - 1998
Skills
Cash Flow Planning and..., Credit, Banking, Finance, Private Equity, Portfolio Management, Loans, Management, Investments, Credit Analysis, Financial Services
Education
University of Pennsylvania - The Wharton School 1971 — 1972
MBA
Amherst College 1963 — 1967
BA
Boston Scientific 2011 - Present
Boston Scientific 2004 - 2011
Boston Scientific 2000 - 2004
Boston Scientific 1998 - 2000
Boston Scientific 1995 - 1998
Bank of Boston 1992 - 1995
National Westminster Bank 1991 - 1992
Skills
Brand Management, Annual Reports, Internal Communications, Corporate Communications, Marketing Communications, Crisis Communications, Public Relations, Communications Planning, Media Relations, Investor Relations, Marketing Strategy, Strategic Communications, Corporate Branding, Corporate Social..., Communication Training, Management, Brand Development, Strategy, Thought Leadership, Strategic Planning, Medical Devices, Leadership, Messaging, Marketing, Internal & External..., Cross-functional Team...
Education
Boston College 1987 — 1991
BS, Finance and Human Resources
Caritas Christi Health Care January 2006 - September 2010
Caritas Christi Health Care System January 2006 - October 2008
Toys R Us 2003 - 2006
BankBoston 1983 - 1994
Bank of Boston May 1984 - July 1989
Education
Boston College
World@Work/American Compensation Assoc.
CCP, Compensation, Global Remuneration, Benefits
Clinton Health Access Initiative January 2007 - Present
Rheault-Williams December 1998 - Present
Bank of Boston 1995 - 1997
Digital Equipment Corporation 1987 - 1995
Skills
Organizational Design, Organizational..., MBTI, Culture Change, Emotional Intelligence, Organizational..., Management Development, Group Dynamics, Mentoring, Executive Coaching, Talent Management, Management Consulting, Start-ups, Workshop Facilitation, Human Resources, Change Management, Training, Coaching, Personnel Management, Public Speaking, Policy, Nonprofits, Team Building, Strategy, Program Management, Leadership, Performance Management
Education
Boston College 1978 — 1982
Ph.D, Counseling Pschology
Simmons College
MSW, Social Work
Teachers College of Columbia University
Organization Development
SAIC February 2009 - June 2013
Fidelity Investment January 2004 - December 2005
Fidelity Investments 1994 - 2000
Bank of Boston May 1990 - July 1994
Codex/Motorola 1986 - 1988
Skills
PMP, Software Requirements, Business Development, capture management, Proposal Writing, Process Improvement, Business Strategy, Management, Quality Assurance, Requirements Management, Systems Engineering, Software Development, CRM, DoD, SDLC, Strategic Planning, Product Development, Software Project..., Cross-functional Team..., Integration, Program Management, Agile Project Management, Enterprise Software, Marketing, Project Management, Requirements Analysis, Analysis, Web Development, Earned Value Management
Education
Boston College 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Computer and Information Science
The University of Manchester
Bank of America 2004 - Present
FleetBoston Financial 1995 - 2004
Fleet 1997 - 2002
Shawmut 1986 - 1995
Bank of Boston 1986 - 1986
Shawmut 1979 - 1984
Shawmut 1979 - 1980
Skills
Financial Services, Investments, Banking, Loans, Vendor Management, Portfolio Management, Product Management, Call Centers, Strategy, Credit, Analytics, Segmentation, Risk Management
Education
Babson College 1984 — 1992
MBA
College of the Holy Cross 1975 — 1979
Bachelor's degree, Political Science
Boston University
Ipswich
Salem State College
Miller Dyer Spears Inc. April 2013 - Present
Tsoi/Kobus & Associates January 2007 - April 2013
Cannon Design June 2001 - February 2006
The Primary Group, Inc. September 1999 - June 2001
Bank of Boston 1997 - 1997
Skills
LEED AP, Revit, Design Research, Sustainable Design, Architectural Design, Comprehensive Planning, BIM, Space-planning
Education
Universidad de Buenos Aires 1977 — 1982
Bachelor of Science (BS), Architecture
Universidad de Belgrano 1975 — 1976
Bachelor of Architecture (B.Arch.)
Boston Architectural College
Fort Point Capital August 2009 - Present
Fidelity Equity Partners December 2006 - July 2009
The Riverside Company February 1998 - November 2006
ARI Group 1993 - 1998
Bank of Boston 1989 - 1993
Education
Amherst College 1985 — 1989
BA, History and Psychology
Buckingham Browne and Nichols 1981 — 1985
Nautical Scout LLC September 2014 - Present
PIER7mobile LLC March 2012 - September 2014
gtgVentures, LLC 2009 - 2012
Alivia Capital LLC 2010 - 2011
State Street Global Markets 1995 - 2009
Lehman Brothers 1984 - 1995
Bank of Boston 1981 - 1984
Skills
Electronic Trading, Derivatives, Financial Services, Investment Banking, Risk Management, Trading, Management, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Hedge Funds, Securities, Asset Managment, Strategy, Financial Analysis, Business Development, Asset Management
Education
CFA Charterholder 2000 — 2000
University of Pennsylvania - The Wharton School 2000 — 2000
Executive Education Program
Boston College 1977 — 1981
BS, Finance and Computer Science
Bank of America June 2012 - Present
Bank of America March 2010 - June 2012
Bank Of America April 2006 - March 2010
The Home Depot 2002 - 2006
The Home Depot 2002 - 2006
Bank of Boston 1994 - 2000
Skills
Banking, Management, Retail Banking, Change Management, Retail, Sales, Loans, Business Strategy, Credit Analysis, Credit, Negotiation, Strategic Planning, Financial Analysis, Forecasting, Portfolio Management, Sales Management, Customer Service, Merchandising
Education
Babson College 2000 — 2001
MBA, operations, entrepreneurship
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
mba, operations entrepreneurship
EFG Capital December 2008 - Present
Lloyds TSB Bank plc August 1997 - December 2008
Prudential Securities 1995 - 1997
ING 1993 - 1995
Bank of Boston 1986 - 1993
Bank of Boston International 1986 - 1993
Skills
Investments, Structured Products, Portfolio Management, Banking, Asset Management, Private Banking, Commercial Banking, Mutual Funds, Private Equity, Investment Banking, Wealth Management, Financial Markets, Asset Managment, Hedge Funds, Credit Risk, Financial Services, AML, Equities, Corporate Finance, Fixed Income, Derivatives, Business Development, Capital Markets, Wealth Management..., Investment Advisory, Financial Risk, KYC, Securities
Education
American University 1979 — 1981
Pontificia Universidad Católica de Chile 1978 — 1979
derecho, derecho
Walt Whitman High School 1973 — 1976
High School
Federal Reserve Board November 2013 - Present
DRT Strategies May 2012 - November 2013
CGI Federal July 2010 - May 2012
SAIC September 2003 - July 2010
ACS Federal Healthcare May 2001 - September 2003
Wells Fargo Acceptance Corp July 1996 - May 2001
Bank of Boston June 1995 - July 1996
Skills
SDLC, PMP, Program Management, SharePoint, Requirements Gathering, Project Management
Education
American University - Kogod School of Business 1991 — 1995
B.S.B.A, Finance
University of Maryland, University College Dec 2007
M.B.A, Computer Systems Mgmt, Database Security
EMC Corporation July 2014 - Present
EMC Corporation August 2010 - July 2014
Reed Business Information August 1998 - July 2010
Nvest Companies L.P. August 1994 - August 1998
The Boston Company/. Mellon Bank August 1994 - December 1996
Bank of Boston 1991 - 1994
Skills
Forecasting, Financial Analysis, Financial Reporting, Essbase, Finance, Financial Modeling, Lead Generation, Strategy
Education
Bentley University 1986 — 1991
Economics/Finance
Maxima Consulting 2003 - Present
Life 2000 - Present
Omgeo April 2012 - April 2013
IBM 2004 - April 2012
IBM Global Services September 2003 - April 2012
Investors Bank and Trust 2002 - August 2008
KPMG Consulting(later BearingPoint) May 2002 - August 2002
Storability 2000 - 2002
Bank of Boston 1997 - 2000
Skills
Unix, Cloud Computing, Data Center, Storage, Virtualization, High Availability, Solaris, Enterprise Architecture, Servers, Testing, Unix Shell Scripting, Disaster Recovery, Infrastructure, AIX, IT Strategy, Databases, Shell Scripting
Education
University of Cincinnati 1993 — 1997
MS, Industrial Engineering
Anna University 1988 — 1992
Boston Financial Data Services December 2012 - Present
D. F. King & Co., Inc. March 2011 - December 2012
Computershare Fund Services February 1998 - February 2011
First Data Investor Services 1995 - 1998
Boston Financial Data Services 1989 - 1995
Bank of Boston 1986 - 1989
Skills
Alternative Investments, Sales Management, Investor Relations, Marketing Strategy, Strategic Planning, Salesforce.com, Mutual Funds, Marketing, Management, Sales, Series 7, Financial Services, Securities, Asset Management, Mergers & Acquisitions, CRM, Risk Management, Selling, Strategy, Negotiation, Marketing Communications, Email Marketing, Team Leadership, Customer Service, Relationship Management, Product Marketing, Analytics, Capital Markets, Business Strategy, Product Management, Business Analysis, Account Management, Mergers, Lead Generation, Operations Management, New Business Development, Business Development, Digital Marketing, Equities
Education
Babson College 1975 — 1979
BSBA, Marketing & Communications
First Trade Savings Bank 2003 - 2007
Bank of Boston 1993 - 2000
Education
Babson College 1980 — 1983
MBA, Finance
Bowdoin College 1971 — 1975
Energy Focus Inc 2008 - Present
Merriman Curhan Ford & Co. August 2002 - November 2007
Deustche Bank 1997 - 1998
Hambrecht & Quist 1986 - 1996
Kidder Peabody September 1983 - June 1986
Bank of Boston 1982 - 1984
American Institute for Economic Research 1977 - 1979
American Institute Counselors 1975 - 1977
Education
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Boston College 1969 — 1973
BA, Economics
RailPod Inc. June 2014 - Present
Probotio Investments, LLC June 2014 - Present
RailSolutions Holdings, Inc January 2014 - Present
Vectura Capital Advisors, LLC April 2010 - Present
Helm Financial Corporation November 1993 - December 2009
Bank of Boston 1990 - 1993
Transamerica Leasing 1985 - 1988
Skills
Valuation, Portfolio Management, Financial Structuring, Analysis, Strategy, Equities, Corporate Finance, Due Diligence, Financial Analysis, Derivatives, Investments, Mergers & Acquisitions
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Heartwood Builders LLC January 2003 - Present
Methods Research Inc January 1999 - January 2009
Process Support Services LLC January 1995 - January 1999
Profit Resources Inc January 1992 - January 1994
Western Southern Life Insurance Company January 1988 - January 1992
Bank of Boston January 1982 - January 1986
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
Master of Business Administration, Finance
Boston College 1978 — 1982
Bachelor of Science, Finance
Landon Advisors CFOSisters of Providence Inc -CFO1998 - Present
Sisters of Providence Inc. 2000 - 2012
University of Massachusetts 1999 - 2001
Bank of Boston 1977 - 1997
Skills
Strategic Planning, Public Speaking, Team Building, Non-profits, Budgets, Nonprofits, Entrepreneurship, Business Strategy, Small Business, Leadership Development, Business Planning, Leadership, Coaching, Start-ups, Fundraising, Financial Analysis, Marketing
Education
Trinity College-Hartford 1970 — 1974
Masters Degree in Ecomomics MA
American International College
MS, Business
Grants On Track, LLC (formerly Alliance Nonprofit Consulting) January 2007 - Present
VisionQuest 20/20, Inc. July 2005 - January 2007
Alliance Nonprofit Consulting (now Grants On Track, LLC) July 2001 - June 2005
Imperial Bancorp 1998 - 1999
Silicon Valley Bank 1996 - 1998
Franchise Finance Corporation of America 1995 - 1996
Bank of Boston July 1994 - July 1995
Shawmut National Corporation 1989 - 1994
Skills
Program Development, Strategic Planning, Proposal Writing, Fundraising, Non-profits, Grant Writing, Program Evaluation, Financial Analysis, Strategy, Grants, Training, Organizational..., Public Policy, Community Outreach, Non-profit..., Public Speaking, Volunteer Management, Leadership, Leadership Development, Nonprofits, Program Management, Management, Community Development, Budgets, Workshop Facilitation, Policy, Philanthropy, Board Development, Event Planning, Start-ups, Public Relations, Project Planning, Entrepreneurship, Business Planning, Executive Management, CRM, Event Management, Coaching
Education
Boston College 1987 — 1989
B.S., Business Administration
Cape Elizabeth High School 1981 — 1983
Northfield Mount Hermon School 1979 — 1981
College Preparatory
Leader Bank August 2011 - Present
Cambridge Trust Company September 2003 - August 2011
Cambridgeport Bank 2003 - 2006
Citizens Bank 1996 - 2000
Bank of Boston 1990 - 1994
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Credit Analysis, New Business Development, Banking, Branch Banking, Mortgage Lending, Commercial Banking, Management
Education
Malden High School 1978 — 1982
Boston College
Bank of America September 1992 - Present
Fleet National Bank 2000 - 2005
Bank of Boston 1992 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Brown University
Mathematical Economics
wells fargo January 2005 - Present
Fleet Bank January 1996 - January 2005
Bank of America 2003 - 2004
Bank of Boston May 1994 - January 1996
Skills
Treasury Management, Payments, Cash Management, Risk Management, Liquidity, Commercial Banking, Banking, Financial Institutions, Credit, Treasury Services, ACH, Commercial Lending, Credit Analysis, Financial Services, Loans, Relationship Management
Education
Babson College 1988 — 1992
BS, Marketing
Redline Trading Solutions May 2011 - Present
Yen & Associates 2010 - 2011
Team Grill Inc. August 2007 - November 2009
Wellesley College 2006 - 2006
New Basics, Inc. 2004 - 2006
Bank of Boston 1993 - 1993
Wang Laboratories, Inc. 1979 - 1992
Worldwide ERC 1985 - 1990
Wang Labs 1981 - 1990
Skills
Start-ups, Strategic Planning
Education
Boston College
Pentucket Bank December 2004 - Present
Haverhill Golf & Country Club March 1999 - November 2004
Bank of Boston April 1978 - October 1996
Skills
Finance, Accounting, Investments, Banking, Valuation, Project Planning, Financial Analysis, Portfolio Management
Education
Merrimack College 1978 — 1980
Certificate, Financial Planning
Bentley University 1976 — 1978
Certificate, Accounting
College of the Holy Cross 1970 — 1974
Massachusetts Capital Resource Company January 2014 - Present
US Bank October 2009 - November 2013
Wachovia Securities November 2006 - September 2009
Bank of America 2002 - 2006
Citizens Capital 1997 - 2002
Bank of Boston 1990 - 1997
Bank of New England 1983 - 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Boston College 1979 — 1983
BA
Noble and Greenough School
Bank of Tokyo-Mitsubishi UFJ February 2012 - Present
RBS Citizens Financial Group August 2008 - December 2011
Banc of America Securities 2004 - 2007
Fleet Bank 1998 - 2004
Bank of Boston 1983 - 1998
BankBoston 1983 - 1998
Education
Simmons College - Simmons School of Management
MBA, Management
Boston College
BA, Political Science and Economics
North Shore Bank January 2011 - Present
RBS Americas 2001 - June 2010
Fleet Bank 1999 - 2001
Bank of Boston 1992 - 2001
Citibank 1979 - 1992
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Finance, Commercial Lending, Retail Banking, Loans, Portfolio Management, Credit, ACH, Credit Analysis, Leadership, Financial Services, Financial Analysis, Relationship Management, Internet Banking
Education
Bates College 1972 — 1976
BA
PayNet, Inc. 2012 - Present
Algorithmics April 2010 - 2011
Moody's Analytics 1990 - 2008
Digital Equipment Corporation 1987 - 1990
Bank of Boston June 1982 - June 1987
Skills
Credit Risk, Liquidity Risk
Education
Boston College 1977 — 1981
BA, Economics
Habitat for Humanity of Cape Cod June 2012 - Present
Habitat for Humanity - Cape Cod September 2008 - September 2011
US Trust, Bank of America Private Wealth Mangement 2006 - May 2011
Eastern Bank February 2000 - November 2005
Bank of Boston February 1983 - February 2000
Greenfield Community College September 1970 - May 1973
Skills
Credit, Coaching, Strategic Planning, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Portfolio Management, Investments, Sales Management, Sales, Customer Service, Team Building, Mortgage Banking, Leadership, Asset Managment, Insurance, New Business Development
Education
American International College 1966 — 1971
MED, Psychology/Education
IBM 2001 - Present
Lotus Development 1994 - 2001
Bank Of Boston 1989 - 1994
Skills
Business Analysis, SQL, Data Warehousing, Business Intelligence, Requirements Gathering, SOA, ETL, SDLC, IT Strategy, Software Project..., Requirements Analysis, Data Modeling, Solution Architecture, DB2, Enterprise Architecture, Business Process, Software Development, Cognos, SharePoint, Testing, Business Requirements, Software Documentation, Databases, ERP, Business Process..., Data Migration, Business Process Design, Integration, MS Project, Agile Methodologies, Visio, Microsoft SQL Server, Oracle, User Acceptance Testing, Professional Services, SaaS
Education
Bentley University
Bachelor of Science (BS), Computer Information Systems
M&T Bank September 2013 - Present
Federal Reserve Board June 2005 - September 2013
Bank of America April 2004 - June 2005
Fleet Bank October 1999 - April 2004
Bank of Boston March 1988 - October 1999
Skills
Loans, Financial Risk, Credit Risk, Banking, Credit, Financial Modeling, Risk Management, Financial Analysis, Valuation, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Structured Finance, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Wittenberg University 1979 — 1983
BA, Business Administration
Seattle Reproductive Medicine-Spokane November 2013 - Present
Bennett Fertility Institute November 2007 - August 2013
Bennett Fertility Institute August 2005 - November 2007
Center for Reproductive Health May 1999 - August 2005
KF Industries Inc. May 1996 - August 1997
Bank of Tokyo-Mitsubishi October 1991 - June 1994
Bank of Boston January 1986 - August 1991
Skills
Healthcare, Cell Culture, Infertility, Genetics, Lifesciences, Hospitals, IVF, Biotechnology, Science, PCR, Laboratory, Embryology, Fertility, Reproductive Health, Andrology, In Vitro, Medical Devices, Cell Biology, Clerical Skills, Office Management, Microsoft Office, Office Administration
Education
Oklahoma State University 1998 — 1999
Bachelor of Science (BS), Animal Science Biotechnology
University of Central Oklahoma 1996 — 1997
Science
Oklahoma State University 1982 — 1985
Bachelor of Science (BS), Business Administration
Baylor University 1981 — 1981
Putnam City West High School 1978 — 1981
EMC February 2012 - Present
Genzyme July 1994 - June 2011
Bank of Boston January 1986 - October 1993
Skills
SEC filings, Financial Services, Program Management, Sales, Investments, Vendor Management, Cross-functional Team..., Process Improvement, Mergers, Management, Equities, Leadership, Sarbanes-Oxley Act
Education
Boston College 1999 — 2002
BA, Business Administration
Santa Clara University
CEP Level 2
MountainOne July 2014 - Present
Citizens Financial Group October 2012 - July 2014
Citizens Financial Group June 2009 - October 2012
Citizens Bank June 2005 - July 2009
Citizens Bank April 2000 - June 2005
Citizens Bank July 1998 - April 2000
Bank of Boston September 1989 - June 1995
Skills
Commercial Lending, Loans, Small Business Lending, Sales Management, Credit, Consumer Lending, Financial Services, Commercial Banking, Business Development, Management, Mortgage Lending, Leadership, Banking, Sales, Sales Process, Strategic Planning, Credit Analysis, Training, Marketing, Customer Satisfaction, Relationship Management, Risk Management, Portfolio Management
Education
Babson College 2012 — 2012
Advanced Leadership, Advanced Leadership Development Programme
Bridgewater State College 1986 — 1989
BS, Political Science and Government
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
Moody's Analytics 2006 - Present
EDGAR Online 2005 - 2006
Thomson Financial 1998 - 2005
BankBoston 1995 - 1998
Bank of Boston 1995 - 1998
Fidelity Investments 1991 - 1994
Skills
Analysis, Customer Relations, Insurance, Customer Service, Financial Risk, Financial Analysis, Risk Management, Management Consulting, Credit, Banking, Portfolio Management, Business Development, Loans, Credit Risk, Fixed Income, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Business
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Bright Horizons Family Solutions September 1999 - Present
Houghton Mifflin September 1998 - September 1999
South Shore Hospital October 1993 - September 1998
Eastern Enterprises January 1989 - October 1993
Norttheastern University June 1988 - December 1988
Bank of New England October 1986 - June 1988
Bank of Boston July 1985 - October 1986
Multibank Financial Corp. September 1982 - July 1985
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 1988 — 1991
MBA, Managment
Bryant University 1980 — 1982
B.S. in B.A., Accounting
Southeastern Massachusetts University (UMass-Dartmouth) 1978 — 1980
Transferred, Accounting
State Street Corporation May 2006 - Present
State Street Corporation May 2006 - Present
Pearson Education June 1996 - May 2006
Thomson Financial October 1994 - June 1996
Bank of Boston January 1992 - October 1994
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Internal Controls, Financial Modeling, Auditing, Financial Services, Corporate Finance, Analysis, Financial Statements, Banking, Strategy, Finance, Risk Management, Sarbanes-Oxley Act, Executive Management, Consolidation, Financial Risk, SEC Filings, Business Analysis, Internal Audit, Basel III, Basel I, Regulatory Reporting, Forecasting
Education
Boston College 1985 — 1988
Bachelor's degree, Economics
Peoples United Bank May 2011 - Present
People's United Bank May 2007 - May 2011
People's United Bank April 1997 - April 2007
People's United Bank April 1995 - April 1997
Mercantile Bank January 1991 - May 1992
Shawmut Bank, NA May 1989 - May 1990
Bank of Boston May 1984 - May 1989
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Public Speaking, Mortgage Lending, Loans, Leadership Development, Retail Banking, Workshop Facilitation, Financial Services, Coaching Staff, Branch Management, Home Equity Lines of..., Commercial Mortgages, Coaching, Management, Credit, Strategic Planning
Education
Fairfield University 1999 — 2003
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Babson College 1979 — 1982
Bachelor's degree, Marketing
ROCKLAND TRUST CO June 2013 - Present
Webster Business Credit Corp. January 2005 - June 2013
Bank of America Business Capital 2001 - 2005
Bank of America Business Capital 1999 - 2001
Bank of New York 1988 - 1999
Bank of Boston 1992 - 1993
Shetland Company 1985 - 1988
Seamark Corporation 1984 - 1985
New Balance 1983 - 1984
Hudson National Bank 1981 - 1983
Skills
Asset Based Lending, Credit, Loans, Commercial Lending, Financial Analysis, Underwriting, Portfolio Management, Banking, Credit Analysis, Workout, Negotiation, Integrity, Commercial Banking, Structured Finance, Financial Services, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1989
MBA, Finance
West Virginia University 1977 — 1981
BS
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
Ameriprise Financial 2010 - Present
Bank of America August 1989 - May 2010
Bank of Boston 1989 - 1999
Skills
Portfolio Management, Financial Modeling, Banking, Financial Analysis
Education
Alexandria University 1979 — 1982
Business Administration
College Saint Marc 1965 — 1977
Citi 1992 - Present
Salomon Brothers 1992 - 1998
Moody's 1988 - 1992
Bank of Boston 1986 - 1988
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Corporate Finance, Alternative Investments, Structured Finance, Private Equity, Valuation, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, MBA
Northwestern University 1983 — 1984
MS, Electrical Engineering
American University of Beirut 1979 — 1983
BE, Electrical Engineering
Mercer February 2006 - June 2009
Putnam Investments September 1993 - February 2006
First Data Corporation 1989 - 1993
Bank of Boston 1986 - 1989
Education
Bentley University
M.S., Computer Information Systems
ING Financial Services, LLC May 2011 - Present
BankerTek - Financial Services Consulting Solutions, Inc. May 2010 - May 2011
Freeborders August 2009 - December 2009
IDB Bank May 2009 - November 2009
Bankers Trust/ Deutsche Bank October 1987 - December 2008
Bank of Boston October 1982 - October 1987
Skills
Loans, Investment Banking, Credit Risk, Back Office, Letters of Credit, User Acceptance Testing, Loan IQ, Credit, Paralegals, Compliance, Training Leadership, FX Options, Banking, Financial Risk, Business Analysis, Financial Services, Risk Management, Fixed Income, Finance, Account Reconciliation, Portfolio Management, Syndications, AML, Corporate Finance, Capital Markets, Credit Analysis, Funding, Investments, Derivatives, Payments, Commercial Banking, Retail Banking, Middle Office, Commercial Lending, Treasury Management, Operational Risk, Securities, Operational Risk..., Equities, Cash Management, KYC, Financial Markets, Asset Management, Settlement, Relationship Management, Hedge Funds, Core Banking, Bonds
Education
Adelphi University
Business
CP
Carle Place High
Nassau Community College
AAS, Paralegal
MacLie Consulting Services April 1999 - Present
Fematics Canada Inc. 1993 - 1998
Bank of Boston 1988 - 1993
PwC 1984 - 1988
Skills
Auditing, Mergers, Business Strategy, Financial Reporting, Accounting, Mergers & Acquisitions, Managerial Finance, Management, Management Consulting, Financial Analysis, Financial Accounting, Internal Controls, New Business Development, Negotiation, Forecasting, Strategic Planning
Education
McGill University 1984 — 1986
Diploma In Public Accounting, Accounting and Business/Management
Bishop's University 1982 — 1984
BBA- Honours, Accounting and business finance, Honours Class ll
AIG Property Casualty April 2013 - Present
American International Group 1996 - March 2013
Bankers Trust 1988 - 1996
Bank of Boston 1984 - 1988
Skills
Risk Management, Financial Risk, Credit Risk, Portfolio Management, Derivatives, Corporate Finance, Fixed Income, Credit, Investments, Project Finance, Insurance, Financial Services, Finance, Economics, Loans, Commercial Banking, Enterprise Risk..., Financial Analysis, Structured Products, Credit Analysis
Education
Stony Brook University 1979 — 1984
BA, Economics
Baruch College, City University of New York (CUNY)
MBA, International Finance
South Shore Natural Science Center August 2006 - Present
Bank of Boston 1990 - 1995
Air Products and Chemicals, Inc. 1979 - 1989
Skills
Managerial Finance, Financial Reporting, Operations Management, Leadership, Forecasting, Financial Accounting, Financial Modeling, Business Process..., Accounting, Analysis, Non-profit Accounting, Non-profit..., Financial Analysis, Strategic Planning, Nonprofits, Fundraising, Management, Finance, Team Building, Budgets, Event Planning, Process Improvement, Public Speaking, New Business Development
Education
Lehigh University - College of Business and Economics 1982 — 1986
MBA, Finance
Bloomsburg University of Pennsylvania 1975 — 1979
Bachelor of Science, Accounting and Finance
Mitsui Sumitomo Insurance Group January 2006 - Present
Northstar Travel Media August 2004 - January 2006
Express Scripts 2000 - 2004
Ricoh Business Solutions February 1998 - January 2000
Bank of Boston October 1995 - June 1996
Prudential Financial July 1994 - October 1995
Skills
ASP.NET, Insurance, Team Leadership, Microsoft SQL Server, IIS, Microsoft Solutions, ETL, .NET, Project Management, Vendor Management, Talend Open Studio, Business Analysis, SQL, C#, .NET Framework, Data Warehousing, SDLC, Data Analysis, Web Services, Customer Service, Database Design, Databases, Software Development, Business Intelligence
Education
Capitol College 2003 — 2008
Master of Science (M.S.), Internet Engineering, 4.0
Chubb Technical Institute 1997 — 1998
Certificate in Computer Programming, Business Applications Programming, 98%
Rutgers University-New Brunswick 1992 — 1994
Bachelor of Arts (B.A.), History, Economics, 3.9
Bergen Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management, 4.0
Bergenfield Highschool 1986 — 1989
Wellington Management April 2008 - Present
State Street September 1991 - April 2008
Bank of Boston August 1981 - September 1991
Skills
Accounting, Internal Controls, Financial Services, Tax, Finance, Tax Law, Asset Management, Mutual Funds, Investments
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MST, Taxation
Boston University 1986 — 1989
Certificate, Financial Planning
Babson College 1977 — 1981
BS, Finance/Investments
Supportive Living Inc. 2009 - Present
Bank of America December 2000 - November 2006
Bank of Boston July 1985 - December 2000
Education
Baylor University 1979 — 1983
BBA, Computer Information Systems
Heritage Hall 1975 — 1979
Internal Revenue Service January 2008 - June 2009
The New England Mutual Life Insurance Co October 1993 - May 1994
Griffen Pension Services December 1991 - December 1992
The New England Mutual Life Insurance Company May 1989 - December 1991
Bank of Boston May 1986 - May 1988
Education
University of Oregon 1983 — 1985
Bachelor, Business Administration
Salem State University
Certificate in Accounting, Accounting
Bentley University
Pension Certificate, Pensions
Balderrie Energies, GmbH April 2009 - Present
Bank of Boston July 1985 - July 2000
Jeffalin Johnson Consulting May 1983 - October 1983
American Embassy April 1980 - September 1982
Prebac Private High School September 1978 - May 1979
Moroccan Ministry of Economic Plan and Statistics October 1976 - September 1978
Skills
Economics, Asset Management, Corporate Finance, Private Equity, Financial Modeling, Investments, Valuation, Credit Risk, Emerging Markets, Investment Banking, Mergers & Acquisitions, Risk Management, Leadership
Education
Boston College 1983 — 1985
MBA (Fulbright Scholar), Marketing
Université Mohamed V Rabat Morocco 1973 — 1976
B.S, economics
Lycee de Jeunes Filles Princesse Lalla Aicha 1966 — 1973
baccaleareat, economics
Citizens Financial Group, Inc. 2014 - Present
US Trust February 2009 - April 2013
U.S. Trust November 2004 - February 2009
Bank of America December 1997 - November 2004
Bank of Boston October 1995 - April 1997
Bank of Boston January 1992 - October 1995
Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income
Education
Bentley University 1992 — 1998
MBA with Honors, Taxation
ABA National Trust and National Graduate Trust School 1997 — 1997
Salem State University 1981 — 1986
Bachelor's Degree, Marketing, Accounting
Au Bon Pain January 2011 - Present
Dunkin' Donuts January 2009 - September 2010
Dunkin' Donuts January 2008 - December 2008
Dunkin' Donuts May 2006 - December 2007
Gillette/Procter & Gamble January 2003 - May 2006
Gillette January 2001 - December 2002
Gillette January 2000 - December 2000
Gillette August 1998 - December 1999
Bank of Boston September 1989 - June 1996
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
M.B.A., Marketing
Amherst College 1985 — 1989
B.A., Economics
Citizens Bank March 2013 - Present
State Street 1991 - 2010
Bank of Boston 1979 - 1990
Greenberg, Rosenblatt, Kull & Bitsoli, P.C 1977 - 1979
Skills
Internal Controls, Auditing, Internal Audit, Risk Management, Financial Accounting, Banking, Change Management, Sarbanes-Oxley Act, Operational Risk..., Financial Reporting, Executive Management, Finance, Financial Services, Governance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1985
Master of Science in Computer Information Systems, Information Technology
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
MBA, Business Administration
University of Massachusetts Dartmouth 1973 — 1976
BS BA with Distinction, Accounting
FIS - Fidelity Information Services June 1987 - Present
Metavante January 1999 - October 2009
ADP January 1994 - January 1999
Advantage Systems, Inc June 1987 - January 1994
Bank of Boston 1984 - 1987
Education
Boston College - Carroll School of Management 1983 — 1987
MBA, Marketing
Boston College 1977 — 1981
BS, Mathematics, Chemistry
Bass Partners Ltd. September 2013 - Present
Bass Partners Ltd. 2001 - Present
BFDS 1990 - 1992
Bank of Boston 1979 - 1985
Skills
Investments, Strategic Financial..., Retirement Planning, Equities, Portfolio Management, Retirement, Mortgage Lending, Financial Analysis, Risk Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBS, Finance, General
Dartmouth Institute
MIT Boston execitive program
Wells Fargo Bank June 2010 - Present
Asset Based Consulting Inc January 1990 - June 2010
Bank of Boston May 1979 - November 1989
Skills
Commercial Lending, Analysis, Finance, Risk Management, Financial Modeling, Due Diligence, Corporate Finance, Cash Flow, Mergers & Acquisitions, Investments, Asset Based Lending, Commercial Real Estate, Cash Management, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Services
Education
Bentley University 1980 — 1982
Accounting and Finance, 16
Lasell College 1977 — 1979
Associate's degree, Business Administration and Management, General, 14
ABL Exam Pros March 2004 - Present
HSBC Bank USA May 1997 - April 2002
Bank of Boston January 1995 - May 1997
Skills
Financial Analysis, Accounting, Financial Statements, Internal Controls, Budgets, Strategic Planning, Financial Reporting, Credit Analysis, Credit, Portfolio Management, Banking, Finance, Loans, Commercial Lending
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Adults Caring for Theatre (ACT) November 2011 - Present
Duxbury Parent Connection June 2011 - Present
Duxbury Public Schools' Organizations September 2001 - Present
Duxbury Education Foundation June 2006 - June 2009
Bank of Boston 1993 - 1995
Wilgus Advertising/Cuneo Sullivan Dolabany 1988 - 1993
Skills
Project Management, Event Management, Event Planning, Production Managment, Advertising Management, Advertising, Marketing Management
Education
Babson College 1984 — 1988
Bachelor of Science (BS), Marketing and Communications
Fayetteville-Manlius High School
Mary Kay Inc. 1991 - Present
Digital Equipment Company 1985 - 1993
Bank of Boston 1978 - 1985
Education
Bentley University 1973 — 1978
Bachelor of Science (BS), Accounting
North Shore Bank, A Co-operative Bank 1995 - Present
Bank of Boston 1979 - 1990
Skills
Banking, Financial Analysis, Credit, Finance, Credit Analysis
Education
Boston College 1971 — 1975
Bachelor's degree
KearneyBros.Electric August 1983 - Present
Cullinet Software 1979 - 1983
Bank of Boston 1977 - 1979
Skills
Facilities Management, Electrical..., Electrical Design, Engineering, Electrical Controls, Electrical Safety, Business Strategy, Negotiation, Product Management
Education
Benjamin Franklin Institute of Technology 1975 — 1977
Journeyman, Master Electrician License HVAC License, Electrician
Quincy Vocational 1967 — 1971
high school
Santander Bank, N.A. August 2014 - Present
East Boston Savings Bank 2001 - 2014
Peabody & Arnold LLP June 1998 - October 2001
Bank of Boston January 1994 - June 1998
Skills
Banking, Regulatory Compliance, Financial Services, Finance, Financial Analysis, Due Diligence, Executive Management, KYC, Internal Audit, Operational Risk
Education
Massachusetts School of Law 1994 — 1998
Juris Doctor, Law
Bentley University 1989 — 1994
Bachelor's degree, Finance, General