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
PIMCO February 2013 - Present
Credit Suisse March 2011 - September 2012
Barclays Capital 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2000 - 2006
PaineWebber 1997 - 2000
Moody's Investors Service 1993 - 1997
Bank of Boston 1990 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Structured Finance, Corporate Finance, Mergers, Equity Research, Leveraged Finance, Talent Management, Succession Planning, Onboarding, Talent Acquisition, Performance Management, Management, Deferred Compensation, Employee Engagement, Employee Relations, Institutional Sales, Subprime, Mortgage Servicing, Change Management, Ratings Advisory, Infrastructure, internal audit, Immigration Policy, Employment Law, Front Office, Front Office Support, Operations Management, Prime Brokerage, divestitures, Internal Audit
Education
Tufts University 1986 — 1990
Bachelors, International Relations, Asian Studies
Nanjing University 1989 — 1989
Chinese Language and Cultural Studies - Semester Abroad
Wings 101 January 2014 - Present
Greater Grove Hall Main Street August 2013 - Present
ABG Realty July 2013 - Present
Circle Energy LLC January 2003 - Present
Haitian National Relief Organization January 2010 - January 2011
Vista Research July 2007 - December 2009
Clear Water Services January 2001 - January 2002
Brightlane.com January 1999 - 2001
Matrix Resources January 1996 - 1998
Bank of Boston January 1995 - January 1996
Skills
Air Pollution, Energy Production, Renewable Energy, Due Diligence, Private Equity, Venture Capital, Management Consulting, Entrepreneurship, Start-ups, Business Strategy, Risk Management, Mergers, Strategic Planning, Strategy, Commodity, Energy, Investments, Mergers & Acquisitions, Trading, Business Process..., Derivatives, Analysis, Commodity Markets, Valuation, Financial Modeling, Emerging Markets, Hedge Funds, Product Development, Business Development, International Business, Finance, Executive Management, Project Management, Management, Marketing, Leadership, Program Management, Sales, Microsoft Office
Education
Morehouse College 1991 — 1995
Rivers school
Diploma
Eaglebrook 1985 — 1988
Transform December 2013 - Present
LFA Group August 2010 - May 2013
KLM Marketing Services 2008 - 2010
Webb Design Inc 2007 - 2008
Jack-n-Sons Contractors 2002 - 2006
Elderhostel 1993 - 2002
Bank of Boston 1991 - 1993
Gingiss Formalwear 1988 - 1991
Phiz Menswear, Inc 1987 - 1988
Skills
Leadership, Strategic Planning, Program Management, Nonprofits, Research, Project Management, Creative Solutions, Program Development, Microsoft Office, Volunteer Management, Human Resources, Management, Office Administration, QuickBooks, Customer Service, Marketing Communications, Sales
Education
Massachusetts College of Art 1980 — 1984
BFA, Fashion/Apparel Design
Fidelity Investments April 2001 - December 2012
CSC September 1997 - April 2001
Fresenius Medical Care February 1997 - September 1997
TJX July 1995 - February 1997
Bank of Boston 1980 - 1981
Skills
PL/SQL, Oracle SQL, Unix Shell Scripting, Control-M, Solaris, Linux, Shell Scripting, Informatica, COBOL, Microsoft Office, Microsoft Word, Systems Analysis, SQL, SDLC, Databases, Agile Methodologies
Education
Gaineville College
Associate degree business, Business Administration and Management, General, A
Lanier Technical College
Computer science, Computer and Information Sciences and Support ServicesA, Honor Graduate - Outstanding student award
Adventures Uncorked November 2001 - Present
Normandale Community College September 2000 - Present
Corporate Consulting September 1995 - May 1998
LSC-Montgomery Community College September 1995 - March 1998
Bank of Boston January 1993 - June 1995
American Airlines December 1986 - January 1995
American Airlines 1988 - 1990
Skills
Training & Development, Customer Experience, Internet Research, Adventure Travel, Leisure Travel, Travel Management, University Teaching, Management Consulting, Project Facilitation, Focus Groups, Project Management, Employee Training, Online Research, Leadership, Strategy, Workshop Facilitation, Program Management, Management, Training, Organizational...
Education
Kingston University 1992 — 1994
MA, Human Resource and Management
University of Michigan 1983 — 1986
BA, Human Resource and Managment
Union Bank of VT & NH September 2013 - Present
Konowitz & Greenberg PC May 2005 - July 2013
St. Mark's Methodist School August 1992 - July 2002
Bank of Boston 1980 - 1987
Skills
Accounting, Writing, Social Media, Microsoft Office, Customer Relations, Administration, Employee Relations, Billing, Payroll, Public Relations, Banking, Customer Service, PowerPoint, Outlook, System Administration, Invoicing, Civil Litigation, QuickBooks, Finance, Human Resources, Marketing, Legal Writing, Litigation
Education
Northeastern University 1983 — 1987
B.A., Business Administration
American Institute of Banking 1977 — 1983
Associates Degree, Business Administration
EnVision Performance Solutions October 2006 - Present
CoreAxis Consulting February 2005 - Present
Independent Consultant December 2004 - Present
Fleet Bank 1994 - 2004
Bank of Boston 1994 - 1999
BankBoston 1989 - 1998
Skills
Training Delivery, E-Learning, Instructor-led Training, Program Management, Training, Strategic Planning, Performance Consulting, Curriculum Design, Workshop Facilitation, Performance Improvement, Camtasia, Needs Analysis, Captivate, Learning Management, ADDIE, Instructional Design
Education
Lesley University 1990 — 1992
MS, Training & Development
University of Massachusetts, Amherst 1982 — 1986
BA, Psychology
Keystone Foods February 2013 - Present
Cargill, Inc. February 2009 - September 2012
Cargill September 2005 - February 2009
Cargill Trade and Structured Finance at Cargill, Inc. January 1996 - September 2005
Von Specht & Asociados 1993 - 1996
Socimer September 1991 - 1993
Bank of Boston 1984 - 1991
Skills
Commodity Risk..., Mergers & Acquisitions, Mergers, Commodity, Hedging, Trading, Commodity Markets, Strategy, Team Leadership, Risk Management, Corporate Finance, Investment Banking, Management, Portfolio Management, Start-ups, Banking, Leadership, Cross-functional Team..., Business Strategy
Education
Pennsylvania State University 1982 — 1984
MBA, Finance
Hobart and William Smith Colleges 1978 — 1982
BA, Economics
Putnam Investments June 2006 - Present
State Street Bank 1998 - 2006
Bank of Boston 1984 - 1985
First National Bank of Chicago 1978 - 1983
First National Bank of Chicago 1978 - 1983
Skills
Strategy, Relationship Management, Series 7, Asset Management, Asset Managment, Corporate Communications, Equities, Financial Services, Integrated Marketing, Investments, Marketing, Marketing Strategy, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Major in French; minor in German
Pickard & Associates July 1989 - Present
Bank of Boston 1986 - 1989
Town of Cape Elizabeth, Maine August 1976 - June 1981
Skills
Background Checks, Interviews, Security Consulting, Criminal Defense, Operations Management, Private Investigations, Executive Protection, Corporate Security, Workplace Violence, Criminal Law, Surveillance, Firearms, Protection, Security, Security Audits
Education
Lesley College 1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General
North Shore Community College 1975 — 1976
Associate of Science (AS), Criminal Justice/Law Enforcement Administration
North Ridge Contracting Inc January 2008 - Present
North Ridge Contracting, Inc January 2008 - Present
Kaba Corp January 2010 - February 2012
Little Creatures Inc January 2001 - January 2009
Little Critters Pet Center 2000 - 2004
Whiskey River Enterprise January 1995 - March 2003
Fred's Auto Service January 1995 - January 2000
Bank Of Boston February 1980 - March 1988
Bank of Boston January 1981 - January 1986
Education
Northern Essex Community College
Northern Essex Community College
Marketing & Accounting
Pentucket Regional High
Pentucket Regional High School
Horne Street School November 2012 - Present
Dover High School Parent Music Club September 2011 - Present
The Children's Museum of New Hampshire March 2002 - April 2012
Horne Street School September 2005 - June 2009
Measured Progress February 2005 - June 2008
Hub Family Support Center June 1998 - June 2005
Girl Scouts of Swift Water Council February 2004 - August 2004
Bank of Boston June 1994 - October 1997
Anheuser-Busch May 1992 - May 1993
Hebrew Union College October 1991 - April 1992
Skills
Event Planning, Public Relations, Fundraising, Program Development, Newsletters, Nonprofits, Event Management
Education
Keene State College 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
Alyson Kennedy-Self Employed 2012 - Present
Independent 1986 - Present
Fidelity Investments 1997 - 2001
The Richardson Group 1995 - 1997
Bank of Boston April 1989 - 1993
Lechmere 1986 - 1989
Jordan Marsh 1983 - 1986
Skills
Marketing Strategy, Photoshop, Training, Customer Service, Strategic Planning, Event Planning, Public Speaking, Leadership Development, Team Building, Coaching, Sales, Educational Leadership, Child Development, Early Childhood..., Child Advocacy, Creative Services, Home Staging, Creative Writing, Elementary Education, Education, Teaching Reading, Culinary Education, Interpersonal Leadership, Interior Design, Interpersonal..., Customer Retention, Creative Merchandising, Retail, Personal Shopping, Fashion Buying, Merchandising, Catering, Teen Services, Adolescent Psychiatry, Experience Working with..., Behavioral Intervention, Workshop Facilitation, Team Facilitation, Executive Training, Human Resource..., Professional Women, Management Consulting, Sales Presentations, Sales Management, Consumer Products, Adult Education, Play Therapy, Organizational..., Leadership, Instructional Design
Education
Lesley College 2010 — 2011
Masters, Psychology
Ohio Wesleyan University 1979 — 1982
Bachelor of Arts (B.A.), Elementary education certification and certification in Remedial Reading
Sterling National Bank October 2015 - Present
IDB Bank January 2015 - Present
BHI USA May 2012 - November 2014
Bank Leumi USA June 1998 - May 2012
HSBC Commercial Banking October 1990 - June 1998
Bank of Boston July 1988 - October 1990
Skills
Sales, Finance, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Corporate Finance, Commercial Lending, Financial Analysis, Credit Risk, Financial Risk, Portfolio Management, Asset Based Lending, Small Business Lending, Risk Management
Education
New York Institute of Technology 1984 — 1988
Bachelor's Degree, Communications
BANK OF AMERICA December 2009 - Present
textron financial 2001 - 2008
Textron 2000 - 2008
bank of boston 1995 - 2001
bank of america 1995 - 2001
Skills
SharePoint, SQL, Visio, Business Intelligence, Crystal Reports, Business Analysis, PMP, Oracle, IT Strategy, Process Improvement, SDLC, Requirements Analysis, Unix
Education
Johnson and Wales University
Computer Science
Bath Savings Trust Co 1995 - Present
Bank of Boston 1991 - 1994
Casco Northern Bank 1987 - 1990
Casco Northern Bank 1984 - 1987
Skills
Trust Operations, Trust Services, Project Management, Trust Accounting, Customer Service, Securities, Mergers & Acquisitions, Due Diligence, Investments, Banking, Department Budgeting, Process Optimization, Systems Conversions, RFP, Compliance/Risk..., Staff Development, Staff Management
Education
Husson College 1978 — 1981
Business Management
JPMorgan Chase May 2014 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2009 - 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2001 - 2006
Brown Brothers Harriman 1998 - 2001
Brown Brothers Harriman 1994 - 1998
Brown Brothers Harriman 1991 - 1994
Bank of Boston 1986 - 1991
State Street Bank and Trust 1985 - 1986
Education
Ithaca College
BS Business Administration, Management
U.S. Small Business Administration (SBA) May 2007 - Present
Appleton Funds 2000 - Present
National Cooperative Bank (NCB) and NCB Capital Impact 2003 - 2009
Seedco 2003 - 2006
BankBoston Development Company (later Fleet Development Ventures) 1996 - 2000
BayBank Boston, N.A. 1993 - 1996
Bank of Boston 1989 - 1991
Commonwealth of Massachusetts December 1988 - 1989
Commonwealth of Massachusetts 1987 - 1988
Commonwealth of Massachusetts 1983 - 1986
Skills
Organizational..., Corporate Governance, Finance and Risk..., Community Economic..., Government Relations, Financial and Economic..., Marketing and Business..., Community Reinvestment..., Entrepreneurship, Start-ups, Program Management, Finance, Government, Strategic Planning, Community Development, Nonprofits, Strategy, Risk Management, Public Policy, Executive Management, Analysis, Leadership, Business Development, Fundraising, Process Improvement, Public Speaking, Budgets, Management, Portfolio Management, Management Consulting, Negotiation, Banking, Leadership Development, Investments, Small Business, Organizational..., Financial Analysis, Business Planning, Policy
Education
Harvard University Kennedy School of Government 1978 — 1980
Master of Public Policy (M.P.P.), Business and Government
University of Virginia 1974 — 1978
Bachelor of Arts (B.A.), Honors Economics
The Harry Fox Agency September 2010 - September 2015
Self Employed April 2002 - August 2010
NowMarketing, Inc. February 2000 - April 2002
RCA Records February 1996 - February 2000
EMI Records October 1993 - February 1996
Bank of Boston January 1990 - June 1993
Skills
Strategic Partnerships, Project Management, Marketing Strategy, Start-ups, Strategy, Marketing, Management, Advertising, Marketing Management, Online Advertising, Entertainment, Public Relations, Social Media Marketing, New Media, Digital Marketing, Publicity, Social Networking, Digital Strategy, Integrated Marketing
Education
Lafayette College 1984 — 1988
BA, English
UBS Financial Services, Inc March 2009 - Present
Smith Barney October 1999 - March 2009
Bank of Boston August 1993 - October 1999
Merrill Lynch March 1986 - August 1993
Education
Northeastern University 1996 — 2000
College of Financial Planning, Financial Planning
Syracuse University 1981 — 1985
BS
CBC&C,LLC April 2007 - Present
Textron Financial November 2001 - 2007
Deutsche Financial 1997 - 2001
Bank Of Boston 1979 - 1997
Skills
Financial Analysis, Auditing, Credit, Loans, Cash Flow, Financial Reporting, Accounts Receivable, Compliance, Due Diligence, Accounting, Accounts Payable, Financial Modeling, Risk Management, Banking, Business Planning, Forecasting, Financial Management, Process Improvement, Underwriting, Spreadsheets, Business Strategy, SOX, Management Consulting, Budgeting, Portfolio Management, Commercial Finance, Budgets, Managerial Finance, Asset Based Lending, Strategic Planning, Credit Risk, Strategic Financial...
Education
New England School of Banking 1975 — 1975
Bachelor of Science (BS), Management
Merrimack College
BSBA, Management
J. Arthur Trudeau Memorial Center May 2014 - Present
Briarwood Child Academy, Inc. August 2013 - December 2013
Semper Home Loans, Inc. July 2011 - May 2013
RI Sports Center, Inc. / Wide World of Indoor Sports, Inc. July 2001 - July 2011
Pioneer Investments April 2000 - July 2001
Merrill Lynch Credit Corporation December 1997 - April 2000
Bank of Boston August 1994 - December 1997
MITRE June 1991 - August 1994
Skills
Notary Public, Accounting, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Internal Audit, Former Certified..., Budgets, Forecasting, Process Improvement, Process Efficiency, Branch Accounting, Compliance, Payroll, Team Management, Performance Management, Recruiting, Employee Benefits, Benefits Administration, Benefits Negotiation, HR Policies, Hiring Practices, Auditing, General Ledger, Banking, Analysis, Finance, Mortgage Lending, Mortgage Banking, Management
Education
Jacksonville University
MBA, Management
Northeastern University
BS, Accounting
Charles River Development May 2015 - Present
Quantia Inc. May 2012 - April 2015
QGEN October 2010 - July 2011
Boston Properties 1999 - 2010
Deloitte & Touche 1996 - 1999
Deloitte & Touche 1993 - 1996
Bank of Boston 1992 - 1993
Massachusetts Water Resources Authority 1988 - 1992
William I. Kelly & Associates 1986 - 1988
Skills
Talent Acquisition, Employee Relations, Deferred Compensation, Talent Management, HRIS, Employee Benefits, Recruiting, Performance Management, Onboarding, Organizational..., Executive Pay, Employee Engagement, Succession Planning, Affirmative Action, Strategic Planning, Human Resources, Benefits Administration, Workforce Planning, Leadership Development, Applicant Tracking..., Leadership, Training, Personnel Management, Labor Relations, Interviews, Management, Temporary Placement, Change Management, Program Management, College Recruiting, Executive Management, Career Counseling, Organizational..., CRM, Human Capital, HR Consulting, Coaching, Strategy
Education
Hobart and William Smith Colleges 1979 — 1983
B.A., Political Science
Bertrand Retirement Strategies 1998 - Present
Bertrand Wealth Strategies, LLC 1998 - Present
NationsBank 1993 - 1998
Chemical Bank 1990 - 1992
Bank of Boston 1987 - 1990
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1993
MBA, Finance & Taxation
Northeastern University 1984 — 1987
Bachel of Science, Summa Cum Laude, Finance
Tenny and Associates July 2006 - Present
Riyad Bank March 2002 - June 2006
Bank One (now part of JP Morgan Chase) June 1999 - June 2001
Bank One(now part of JP Morgan Chase) June 1995 - June 1999
Bank of Boston June 1989 - June 1994
Bank of Boston June 1987 - June 1989
Bank of Boston June 1985 - June 1986
Continental Bank June 1980 - June 1984
Skills
Credit Portfolio..., Credit Evaluation, Bank Credit Risk..., Emerging Markets, China Business..., Greater China, Taiwan, Nigeria, New Business Development, Training & Development, Loan Origination, Credit Risk, Credit Analysis, Credit Control, Business in China, China, Loan Recoveries, Strategic Leadership, Profit Maximization, Profitability..., Start-up Consulting, Management Consulting, Strategic Consulting, Loan Portfolio..., Analysis of..., Develop Credit Training..., Turnaround Credit..., Cost Control, Coaching, Banking, Credit, Portfolio Management, Loans, Analysis, Risk, Financial Institutions, Financial Analysis, Risk Management, Financial Risk, Recoveries, Investment Banking, Trade Finance, Retail Banking, Capital Markets, Auditing, Management, Project Finance, CO-PA, Commercial Banking, Operational Risk
Education
Northwestern University - Kellogg School of Management
MBA, International Finance
Tufts University - The Fletcher School of Law and Diplomacy
M.A., M.A.L.D., International Relations
University of Redlands
B.A., International Relations
Bank of America September 1980 - March 2007
BankBoston 1980 - 1999
Bank of Boston 1980 - 1999
Skills
Portfolio Management, Reviews, Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
MBA, Finance and Accounting
Michigan State University 1972 — 1976
BS, Human Environment & Design
Sandia National Laboratories 1992 - Present
Bank of Boston 1989 - 1992
AT&T 1986 - 1989
Skills
Workshop Facilitation, Training, Organizational..., E-Learning, Instructor-led Training, Learning Management..., Instructional Design, Organizational..., Curriculum Development, Process Improvement, Leadership Development, Staff Development, Needs Analysis, ADDIE, Blended Learning, Adult Education, Management, Program Management, Curriculum Design, Change Management, Government, Human Performance, Performance Management, Project Management, Teaching, Performance Improvement, Learning Management, Educational Technology, Employee Training, Distance Learning, Technical Writing, ILT, Performance Consulting
Education
Indiana University Bloomington 1985 — 1988
Adult Education and Instructional Design
Lesley University
M.S., Special Education
Lexington High School
Northwestern University
B.S., Speech Education
Merrimack College November 2011 - Present
Cass Information Systems, Inc. June 1994 - August 2009
Bank of Boston December 1979 - May 1994
Education
Southern New Hampshire University 1997 — 2000
MBA
Northeastern University 1983 — 1994
Bachelor of Science in Business Administration, Management
St. Dominic Savio College Preparatory High School 1970 — 1974
Diploma
Hart Street Associates LLC 1987 - Present
Cooperative Fund of New England & Cooperative Capital Fund May 2008 - January 2010
Massachusetts Housing Investment Corporation (MHIC) August 2001 - 2008
Glen Urquhart School 1988 - 2000
HRC 1993 - 1995
Bank of Boston 1981 - 1987
Education
Harvard University Graduate School of Design 1974 — 1976
MCP, City Planning
University of Pennsylvania 1970 — 1974
BA, Urban Studies and Sociology
Northfield Mount Hermon 1967 — 1970
la femme hair salon September 2005 - Present
bank of boston January 1991 - August 2001
Skills
Administrative..., Customer Service, Office Management, Administrative..., Office Administration, Data Entry, Telephone Skills, Teamwork
Education
Northeastern University
Associate's degree, Business Administration and Management, General
Bank of America September 1990 - Present
Fleet Bank March 1999 - September 2000
Bank of Boston September 1990 - August 2000
Skills
Management, Banking, Call Centers, Leadership, Project Management, Loans, Retail Banking, Credit, Risk Management, Small Business Lending, Commercial Banking, Mortgage Lending, Vendor Management, Call Center, Relationship Management, Operational Risk...
Education
New England College of Finance 2009 — 2010
MBA, Ethics and Compliance
Lesley University 1996 — 2000
BS, Management
Home June 2012 - October 2013
Mercer via Advanced Staffing June 2013 - September 2013
US Trust March 2005 - June 2012
US Trust March 2002 - June 2012
Fleet Bank July 2000 - March 2002
BankBoston May 1996 - July 2000
Bank of Boston October 1993 - May 1996
Liberty Bank & Trust January 1993 - October 1993
Cornerstone Bank January 1992 - December 1992
Needham Cooperative Bank September 1989 - April 1990
Skills
Building Relationships, Trust Services, Private Banking, Wealth Management, Customer Service, Portfolio Management, Retail Banking, Small Business Banking, Home Equity Lending, Technology, Desktop Application..., Training Delivery, Analytical Thinking, Problem Solving, Proprietary Systems..., Trust Systems Expertise, Time Management, Communication, High Net Worth..., Wealth Management..., Fiduciary, Insurance, Office 2010, Pilot Projects, Constructive Feedback, Banking, Trust Management, Small Business, Wealth, Loans, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Finance, Financial Services
Education
Cannon Financial Institute 2003 — 2004
Diploma, Trust Professional
Hesser College 1990 — 1993
Associates Degree, Business Sciences, Legal Secretary
Westwood High School 1984 — 1988
High Schol Diploma
Metso October 2012 - Present
Metso Automation June 2007 - September 2012
FONS Corporation July 2004 - May 2007
FONS Corporation December 2000 - July 2004
Williams Communications June 1999 - November 2000
Williams Communications April 1996 - June 1999
Bank of Boston January 1994 - January 1996
Skills
Organizational..., Time Management, MRP system, MRP, Management, Program Management, Leadership, Strategy, Sales Operations, Team Building, Supply Chain Management, CRM, Telecommunications, Logistics, Supply Chain, Manufacturing
Education
Nichols College 1981 — 1983
Bachelor of Science, Business Management
Nichols College 1980 — 1983
BSBA in Business, Business Management
Bank of America June 2011 - Present
Fleet Bank September 2000 - June 2011
Bank of Boston July 1988 - September 2000
Skills
Project Portfolio..., Program Management, Vendor Management, PMP, Testing, Integration, Resource Management, MS Project, Business Analysis, Team Building, Telecommunications, ITIL, Outsourcing, IT Operations, IT Service Management, Business Process, Requirements Analysis, Solution Architecture, Team Leadership, IT Management, Budgets, Data Center, SDLC, Software Project..., Disaster Recovery, Risk Management, Project Management, Call Centers, Service Delivery, Change Management, Enterprise Architecture, Business Requirements, PMO, Project Planning, Management, Cloud Computing, Business Process..., CRM, Visio, Data Warehousing, Business Intelligence, Portfolio Management, Cross-functional Team..., SharePoint, Agile Project Management, IT Strategy, Process Improvement, Requirements Gathering, Leadership, System Deployment
Education
Northeastern University 2007 — 2011
Graduate Certificate, Construction Management
University of Massachusetts Boston 1986 — 1988
B.A., Economics
PartyLite Worldwide, Inc. 1998 - Present
General Cinema May 1995 - August 1998
BULL Worldwide Information Systems, Inc. February 1986 - May 1995
Amperex Electronic Corporation June 1984 - February 1986
Raytheon Company -Equipment Division February 1982 - June 1984
Bank of Boston December 1970 - February 1982
Skills
Deferred Compensation, Cross-functional Team..., Performance Management, Start-ups, Succession Planning, Personnel Management, Employee Relations, Leadership, Management, Employee Benefits, Program Management, Policy, Budgets, Analysis, Incentive Programs, Compensation & Benefit, Human Resources, Sales, Leadership Development, Recruiting, Talent Management, Organizational..., Training, Employee Engagement, Onboarding, Process Improvement, HRIS, Workforce Planning, Talent Acquisition, Coaching, Benefits Administration, Compensation
Education
Northeastern University 1962 — 1968
Bachelor of Science (BS), Finane and Insurance
Capital & Financial Centre November 1994 - Present
Flagship Bank & Trust June 1988 - November 1994
Bank of Boston September 1986 - June 1988
Skills
Vice President &..., Loans, Commercial Mortgages, Real Estate, Mortgage Lending, Corporate Finance, Portfolio Management, Investment Properties, Commercial Lending, Credit, Funding, Private Equity, Finance, Banking, Small Business, New Business Development, Investments, Financial Analysis, Small Business Lending, SBA, Commercial Banking, USDA, Real Estate Development, Investors, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 1968 — 1972
Demystifying Talent Management September 2014 - Present
Harvard Business School July 2014 - Present
Janson Associates, LLC. September 2013 - Present
Zanger Hill Stables February 2003 - Present
HJ Heinz June 2012 - September 2013
HJ Heinz June 2008 - 2011
Bank of America 2005 - 2007
Hasbro February 1995 - 2005
Lesley University February 1994 - 1996
Bank of Boston June 1991 - December 1995
Skills
Talent Management, Succession Planning, Leadership Development, Organizational..., Leadership, Organizational..., Training, Employee Engagement, Change Management, Performance Management, Onboarding, Talent Acquisition, Human Resources, Workforce Planning, Personnel Management, Strategy, Executive Coaching, Employee Relations, Organizational Design, Program Management, Coaching, Culture Change, Employee Training, HR Policies, Recruiting, HRIS, Management, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Team Building, Business Strategy, Management Development, Sales, Management Consulting, Career Development
Education
Lesley University 1994 — 1996
MS, Organizational Development
Rhode Island College 1991 — 1992
MA, Teaching
University of Rhode Island 1987 — 1991
BA, english, education, teaching
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
SunTrust Bank September 2008 - 2011
Fidelity Investments June 2007 - January 2008
DB Johnson 2003 - 2007
PNC Financial Services Group 1998 - 2002
Arnold Communications 1996 - 1998
Bank of Boston 1993 - 1996
Chemical Bank 1989 - 1993
Citibank 1978 - 1990
Citicorp 1978 - 1990
Citibank 1977 - 1990
Skills
Advertising, Segmentation, Marketing Strategy, Brand Management, Corporate Communications, CRM, Marketing, Financial Services, Strategy, Digital Marketing, Business Strategy, Social Media, Cross-functional Team..., Product Marketing, B2B, Start-ups
Education
Hood College
RBS Citizens September 2008 - Present
Equifax 2004 - September 2008
FleetBoston Financial 2000 - 2004
Citizens Financial Group 1998 - 2000
Fleet Financial Group 1997 - 1998
Bank of Boston 1996 - 1997
Bank of Boston 1994 - 1996
Bank of Boston 1992 - 1994
Skills
Credit Risk, Operational Risk..., Basel II, Operational Risk, Risk Management, Financial Risk, Credit, Portfolio Management, Financial Services, Loans, Enterprise Risk..., Internal Audit, Strategy, Analytics, Banking, Management, Finance, Data Governance, Business Intelligence, Executive Management, Leadership, Data Management
Education
Johnson & Wales University 1990 — 1994
MS, Accounting
Kiev Polytechnic Institute 1983 — 1989
MS, Computer Science
Tufts Health Plan February 2012 - Present
BCBSMA 2002 - 2012
Genuity 1998 - 2002
Brown Brothers Harriman 1994 - 1997
Bank of Boston 1989 - 1994
The Boston Company 1983 - 1989
Skills
Vendor Management, PMP, Business Process..., PMO, SDLC, Project Portfolio..., Requirements Analysis, Software Project..., Management, Requirements Gathering, Information Technology, IT Strategy, Business Process, Enterprise Architecture, Process Improvement
Education
Boston University 2000 — 2000
Certificate Program, Project Management
Northeastern University 1983 — 1986
Bachelor's degree, Business Administration and Management, General
Self-employed November 2013 - Present
Bank of Boston 1986 - 1993
Skills
Program Development, Public Speaking, Editing, Fundraising, Volunteer Management, Community Outreach, Community Development, Grant Writing, Board Development, Nonprofits, Public Relations, Social Services, Event Planning, Strategic Planning, Leadership Development
Education
Middlebury College
Bachelor of Arts (B.A.)
Consumer's Medical Resource September 2008 - Present
MetaWorks, inc. October 1995 - February 2007
Bank of Boston 1993 - 1995
South Shore Bank / MultiBank 1979 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Summa Cum Laude
Stetson University
Accord Financial Inc. (formerly Montcap Financial Corporation) July 2007 - Present
GMAC Commercial Finance 2000 - 2006
BNY Financial Corporation 1994 - 1999
Bank of Boston 1982 - 1993
Skills
Accounts Receivable, Credit, Banking, Portfolio Management, Finance, Asset Based Lending, Financial Analysis, Risk Management, Commercial Lending, Due Diligence, Corporate Finance
Education
Moody's 2002 — 2003
Studies, Indirect Cash Flow & Time Mastery
Moody's 2001 — 2002
Studies, Effective Credit Writing
McGill University 1998 — 1999
Studies, Accounting Principles
Spelman College Musuem of Fine Arts April 2015 - Present
ArtShifters April 2004 - March 2012
Bid4Assets 2000 - 2003
NEW Corp 1997 - 2000
Claritas 1994 - 1996
Bank of Boston 1992 - 1994
Skills
Strategic Planning, Marketing Strategy, Program Management, Change Management, Vendor Management, Analysis, Team Leadership, Online Marketing, Product Development, Negotiation, Planning, Customer Relations, Process Improvement, Marketing Communications, Direct Marketing, Product Management, Writing, Market Research, Business Analysis, Business Strategy, Consultancy, Organizational Change, Cross-functional Team..., Strategy Development, Strategic Consulting, Organizational..., Management Consulting, Strategic Partnerships, Marketing Management, Strategic Communications, Stakeholder Management, Project Planning, Strategy, Business Development, Business Process...
Education
Northeastern University 1985 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Citizens Bank September 2010 - Present
The Washington Trust Company June 2008 - September 2010
Square 1 Bank 2007 - 2008
UPS Capital 1995 - 2007
UPS Capital Business Credit 1994 - 2007
First International Bank August 1994 - June 2006
Bank of Boston 1990 - 1994
Bank of New England 1986 - 1990
Southeast Bank 1985 - 1986
Skills
Commercial Lending, Credit, Credit Analysis, Underwriting, Strategic Planning, Risk Management, Mergers, Real Estate, Sales Management, New Business Development, Loans, Team Building, Process Improvement, Product Development, Healthcare, Negotiation, Portfolio Management, Commercial Banking, Banking, Mergers & Acquisitions, Business Development, Executive Management, Mortgage Lending, Asset Based Lending, Commercial Mortgages, Finance, Investments, Small Business Lending, Financial Analysis, Loan Origination, Financial Structuring, Cash Management, Middle Market, Due Diligence
Education
University of Miami - School of Business 1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Ohio Wesleyan University 1980 — 1984
BA, Accounting, Economics
The Computer Merchant July 2012 - Present
State Street 2006 - 2010
State Street 1999 - 2006
State Street 1998 - 1999
State Street 1994 - 1998
Bank of Boston 1991 - 1994
Bank of Boston 1987 - 1991
Bank of Boston 1986 - 1987
Bank of Boston 1984 - 1986
Bank of New England 1982 - 1984
Skills
IT Strategy
Education
Merrimack College 1971 — 1975
BA, Biology
Sharkansky LLP March 2012 - July 2012
Zygo TeraOptix, Inc. November 2000 - September 2002
The First Years, Inc. June 1999 - November 2000
Precision Detectors, Inc. June 1997 - June 1999
Price Waterhouse LLC December 1994 - June 1997
Tanya's Dance Studio 1992 - 1995
Credit Union League of Massachusetts, Inc. March 1987 - March 1994
Bank of Boston March 1987 - March 1989
Education
Northeastern University 1982 — 1987
BS, Business Administration/Marketing
Northeastern University 1982 — 1987
BS, Marketing
EMC May 2011 - Present
MÄK Technologies May 2010 - May 2011
System and Technology Solutions, Inc. October 2009 - April 2010
IBM July 2008 - September 2009
Telelogic March 2006 - July 2008
I-Logix July 1999 - March 2006
Cass Information Systems June 1994 - July 1999
Bank of Boston May 1987 - June 1994
Skills
Vendor Management, Program Management, Project Management, CRM, Integration, Product Management, Leadership, SaaS, Software Development, Management, Strategy, Enterprise Software, Software Project..., Business Intelligence, Enterprise Architecture, Business Process..., Staff Retention, Forecasting, Strategic Planning, Lead Generation, Virtualization, Mergers & Acquisitions, Analysis, Mergers, Budgets, Business Strategy, Start-ups, Cross Functional Team..., Hybrid Cloud, IaaS, Orchestration, Big Data, Mobile Applications, Social Media, 3rd Platform, Data Governance, Master Data Management
Education
Southern New Hampshire University 1997 — 1999
MBA, Business Management and MIS
Northeastern University 1992 — 1994
Bachelor's of Science, Business Administration
Northeastern University 1990 — 1992
Associate in Science, Finance
Standard & Poor's February 2001 - Present
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Irving Trust Company 1984 - 1987
Skills
Capital Markets, Financial Risk, Investment Banking, Syndications, Fixed Income, Equities, Structured Finance, Derivatives, Credit, Emerging Markets, Financial Structuring, Securitization, Leveraged Finance, Portfolio Management, High Yield
Education
Loyola University New Orleans
BA, History
Uber Operations, LLC July 2008 - Present
Florida A&M University August 2014 - Present
Early Learning Coalition of the Big Bend Region September 2013 - Present
Gonzalez Loumiet Group January 2011 - Present
Latinos in Information Sciences and Technology Association January 2008 - September 2010
Stanford Financial Group August 2002 - August 2008
Larrea & Ortega Law 2001 - 2004
Bank of Boston June 2001 - August 2001
Skills
Project Management, Data Integration, Strategic Planning, Business..., Business Strategy, Strategy Development, IT Strategy, Project Implementation, Project Coordination, Banking, Startup Consulting, Minorities, Corporate Branding, HL7, Integration, Health Information..., Information Exchange, Program Management, Vendor Management, Entrepreneurship, Healthcare, Leadership, Strategic Partnerships, Disaster Recovery, Financial Services, Social Media, Public Speaking, Emerging Technologies, Public Relations, Business Continuity, Budgets, Brand Management, Quality Management, Business Analysis, Requirements Analysis, Business Development, Project Portfolio..., Cross-functional Team..., PMP, PMO, Team Leadership, Information Technology, Consulting, Healthcare Information..., Management Consulting, Strategy, Start-ups, Management, SharePoint, IT Service Management
Education
University of Miami - School of Business 2006 — 2008
MBA, International Business
Loyola University New Orleans 1998 — 2003
BBA, Business, Computer Science, Portuguese
Tulane University 1999 — 2002
Certificate, Portuguese
Instituto Brasil-Estados Unidos - Rio de Janeiro 2000 — 2000
Portuguese Certificate, Portuguese
Belen Jesuit Prep 1992 — 1998
High school, High School/Secondary Diplomas and Certificates
St Thomas
Oakland Unified School District May 2014 - Present
Oakland Public Conservatory of Music -- OPCM April 2014 - Present
Interalian Technology Services, Inc. 2006 - Present
Howard University 2010 - 2012
University of Maryland University College 2007 - 2009
California State University, East Bay 2006 - 2007
PeopleSoft/Oracle 2003 - 2006
The Orlog Group, LLC, 1994 - 2003
Lotus/IBM 1992 - 1994
Bank of Boston 1990 - 1992
Skills
Leadership, Program Management, Public Speaking, Strategy, Strategic Planning, Integration, Management, Consulting, Nonprofits, Enterprise Software, Project Management, Leadership Development, Research, Staff Development, Community Outreach, Information Technology, Teaching, Program Development, Team Building, Higher Education
Education
Morehouse College 1984 — 1988
BA, Computer Science
Skyline High School
Bassology
University Commons July 2013 - Present
Fidelity Bank transitioned to FDIC to Huntington Bank July 2003 - July 2012
Grosse Pointe Public School System 2000 - 2003
H&R Block Franchise 1997 - 1997
Panache Magazine 1993 - 1996
Bank of Boston 1992 - 1993
Continental Bank 1985 - 1990
Fleet National Bank 1982 - 1985
Ronald J. Rodgrigues, CPA 1980 - 1982
Skills
Financial Analysis, Report Writing, Financial Reporting, Critical Thinking, Microsoft Excel, Microsoft Office, Organization, Multi Tasking, Problem Solving, Communication, Management, Finance, Accounting, Banking, Credit Analysis, Commercial Lending
Education
Johnson & Wales University 1977 — 1980
Accounting
Johnson & Wales University, Rhode Island, United States 1977 — 1980
Sum cum laude, Accounting, 4.0
SunTrust Bank July 1998 - Present
Bank of Boston 1993 - 1998
NationsBank 1991 - 1993
Old Colony Trust Company, a Bank of Boston Affiliate 1982 - 1991
Adams, Adams, Brennan & Gardner 1981 - 1982
First National Bank of South Carolina 1978 - 1981
Glenn, Porter & Sullivan, PA 1973 - 1978
Skills
Relationship Management, Wealth Management..., Estate Planning, Trust Services, Trust Management, Estate Administration, IRAs, Consumer Lending, Retirement Planning, Wealth Management, Private Banking
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Business Administration and Management, General
UNC Charlotte
Cannon Trust School
Northwestern University
National Graduate Trust School 1
Advance America November 2014 - Present
Advance America February 2013 - November 2014
Advance America 2006 - February 2013
Wachovia 2005 - 2006
Wachovia 2001 - 2005
Wachovia 1997 - 2001
Wachovia 1996 - 1997
Bank of Boston 1994 - 1996
Bank of Boston 1992 - 1994
Bank of Boston 1990 - 1992
Skills
Strategic Planning, Mergers & Acquisitions, Analytics, Financial Services, Marketing, Leadership, Mergers, Strategy, Banking, Credit, Budgets, Marketing Strategy, Securities, Wealth Management, Business Development, Retail, Executive Management, Mutual Funds, Cross Selling, Marketing Communications, New Business Development, Time Management, Portfolio Management, P&L Management, Relationship Management
Education
Mississippi State University - College of Business and Industry 1985 — 1988
business
Johnson & Wales University 2008 - Present
Neighborhood Health Plan of Rhode Island 2015 - Present
GTECH May 2010 - April 2015
ASTD Bay Colonies June 2009 - May 2012
Bank of America December 1992 - April 2009
Rhode Island National Guard 1986 - 2008
Quick & Reilly 2001 - 2003
Bank of Boston 1998 - 1999
Skills
Training, Instructional Design
Education
Johnson & Wales University 1993 — 1995
Master of Education, Computer Education
Marsh Saldana Inc August 1994 - Present
Bank of Boston August 1985 - August 1995
Skills
Professional Liability, Property & Casualty..., Risk Management, Insurance, D&O
Education
Indiana University Bloomington 1979 — 1983
Bachelor's degree, Economics
RBC 2014 - Present
TD 2012 - 2014
TD 2009 - 2012
RBC 2007 - 2009
RBC 2004 - 2007
RBC 2000 - 2004
RBC 1998 - 2000
RBC 1995 - 1998
Bank of Boston 1990 - 1995
Coopers & Lybrand / Laliberte Lanctot 1985 - 1990
Skills
Banking, Financial Analysis, Strategy, Due Diligence, Finance, Strategic Financial..., Financial Reporting, Retail Banking, Investments, Business Strategy, Financial Risk, Cash Management, Mergers & Acquisitions, Financial Modeling, Forecasting, Restructuring, Analysis, Valuation, Financial Planning
Education
McGill University - Desautels Faculty of Management
Diploma in Public Accountancy
McGill University - Desautels Faculty of Management
BComm, Accounting and Business/Management
Bose Corporation 2014 - Present
Bose Corporation 2004 - 2014
Bose Corporation 2002 - 2004
Bose Corporation June 1999 - 2002
Framingham Union Hospital School of Nursing 1990 - 1999
Prime Computer, Inc. 1988 - 1990
Bank of Boston 1987 - 1988
Bank of Boston 1985 - 1987
Skills
Meeting Coordination, Event Planning, Organization Skills, Project Management, Report Generation &..., Windchill 9.1, TrackWeb, Customer Oriented, Performance Reviews, College Recuitment..., Student Financial Aid, School Admissions, Billing Process, Office Management, ProjectLink, Visio, Work Well Independently, Interview Coordination, Negotiation, Detail Oriented, Microsoft Office 2013..., Cross-functional Team..., Customer Service, Public Speaking
Education
Norwich University 1976 — 1980
Bachelor of Science (B.S.), Extensive curriculum in sciences along with courses in Humanities and Child Development
Ashland High School 1972 — 1976
Diploma
Southwestern College December 2008 - Present
Long & Neises CPA's Chartered January 2005 - November 2008
Johnson & Johnson January 1991 - May 1995
The Gillette Company December 1989 - December 1990
Bank of Boston March 1988 - June 1988
Ortho-McNeil Pharmaceutical June 1987 - June 1988
Skills
Accounting, Accounts Payable, Management, Finance, Nonprofits, Leadership, Staff Development, Microsoft Office, Community Outreach, Student Affairs, Data Analysis, Budgets, Fundraising, Marketing, Training
Education
Northeastern University 1986 — 1991
BS in Business, Accounting & Finance
Hillsborough High School
Western Reserve Academy July 2005 - Present
First Congregational Church of Hudson August 1998 - June 2005
NFPA October 1990 - November 1991
Bank of Boston June 1989 - March 1990
Bank of Boston June 1986 - November 1989
Skills
Community Outreach, Fundraising, Event Planning, Time Management, Higher Education
Education
Katherine Gibbs School
The University of Akron
Americo Financial August 2001 - Present
Bank Austria Creditanstalt Czech Republic 2000 - 2001
GE Capital Bank Czech Republic 1998 - 1999
Inventa Ltd. Prague 1991 - 1998
Bank of Boston 1990 - 1991
Bank of America 1985 - 1988
Skills
Restructuring, Chartered Financial..., Czech, Fixed Income, Portfolio Management, High Yield, Investments, Valuation, Asset Allocation, Analysis, Asset Managment, Alternative Investments, Bloomberg, Private Equity, Trading, Financial Modeling, Equity Research, Emerging Markets, Equities, Bonds, Banking, Financial Risk, Credit, Financial Structuring, Capital Markets, Finance, Risk Management, Financial Analysis, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Marquette University 1981 — 1985
BS, Finance, Economics
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Keller Williams Real Estate Administrative AssistantStafford County Public Schools1999 - 2012
Total Crafts August 1990 - September 1993
Bank of Boston June 1990 - August 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Bookkeeping, Office Management, Payroll, Accounts Payable, Payments, Payment Card Processing, Data Entry, 10 Key, Phone Skills, Phone Etiquette, Answering Phones, Copying, Fax, Order Management, Purchase Orders, Party Plan, Customer Service, Bill Payment, Display Advertising, Registration, Financial Reporting, Deposits, Filing, Typing
Education
Briarwood College 1987 — 1988
Associate's degree, Administrative Assistant and Secretarial Science, General
Maranatha Baptist Bible College 1986 — 1987
UNI COMP, Inc. May 1983 - Present
Bank of Boston September 1980 - May 1983
Federal Reserve Bank of Boston June 1978 - September 1980
Skills
Start-ups, Project Management, Online Advertising, Sales Management, HTML, JavaScript, Real Estate, Social Networking, SaaS, New Business Development, Strategic Planning, Microsoft SQL Server, SQL, Social Media, Software Development, Windows, Microsoft Office, AJAX, Customer Service
Education
Northeastern University 1978 — 1981
DianeDenty+Co. 1988 - Present
Turtle Lane Playhouse 1988 - Present
Commonwealth of Massachusetts 1987 - Present
Bank of Boston 1982 - 1988
Skills
Non-profits, Finance, Program Management
Education
American Institute of Banking
Finance
Northeastern University
Business Administration
Travel School of America
Travel Industry
Wells Fargo April 2013 - Present
SunTrust Bank September 1992 - April 2013
Bank of Boston July 1989 - September 1992
KPMG Peat Marwick September 1986 - June 1988
Skills
Capital Markets, Banking, Investments, Credit, Commercial Banking, Private Equity, Financial Services, Relationship Management, Investment Management, Treasury Management, Financial Analysis, Management, Commercial Lending
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance, Marketing
University of Virginia 1982 — 1986
BS, Commerce
Alpargatas USA / Havaianas October 2012 - Present
Alpargatas USA / Havaianas April 2007 - October 2012
WellPoint October 2006 - April 2007
WellPoint October 2004 - October 2006
Reckitt Benckiser July 2003 - September 2003
Natura Cosmeticos September 1999 - September 2001
Natura Cosmeticos September 1999 - September 2000
Natura Cosmeticos June 1997 - September 1999
Bank of Boston May 1995 - June 1997
Skills
Planejamento Financeiro, Análise de Aquisição, Desenvolvimento de..., Orçamentação, Gestão de Pessoas, Competitive Intelligence, Desenvolvimento de..., Gerencia Geral, Business Strategy, Competitive Analysis, Financial Modeling, Strategy, Financial Planning, Mergers & Acquisitions, Business Planning, Strategic Planning, Management
Education
London Business School 2002 — 2004
MBA, Finance, Strategy, Entrepreneurship
Universidade de São Paulo 1990 — 1993
BA, Economics
Santander Bank, N.A. April 2014 - Present
Santander April 2013 - April 2014
Sovereign Bank February 2011 - April 2013
Sovereign Bank January 2009 - January 2012
Sovereign Bank March 2003 - January 2009
Genuity June 2000 - February 2003
Fleet Bank June 1990 - June 2000
BankBoston June 1990 - June 2000
Bank of Boston June 1990 - June 2000
Skills
Demand Management, Process Improvement, Project Management, IT Operations Management, Vendor Management, Business Continuity, Business Strategy, Banking, Data Center, Financial Services, Business Development, Disaster Recovery, PMP, Management, Strategy, Operations Management, Security
Education
University of Massachusetts Boston 2006 — 2006
Emerging Leaders Program: 2006 Cohort
Northeastern University 1985 — 1990
BS, Industrial Engineering
The Alacer Group July 2014 - Present
The Alacer Group February 2014 - July 2014
The Alacer Group January 2013 - January 2014
TD Ameritrade May 2011 - December 2012
DTCC October 2008 - May 2011
DTCC January 2008 - September 2008
US Department of The Treasury December 2004 - January 2008
Caribbean Anti-Money Laundering Programme (CALP) - CFATF December 2001 - November 2004
Federal Reserve Bank of New York 1996 - 2001
Bank of Boston January 1991 - June 1996
Skills
Training, FCPA, AML, KYC, Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, OFAC, Risk Assessment, Internal Audit, USA PATRIOT Act, Internal Controls, Securities, Auditing, Certified Fraud Examiner, Anti Money Laundering
Education
Center for Graduate Studies 1995 — 1996
Advanced Graduate Study, Banking & Financial Services
University of Massachusetts Boston 1994 — 1996
MBA, Accounting/Finance
Northeastern University 1988 — 1993
BSBA, Finance/Banking
Ruseas High School
Ruseas High School
Federal Reserve Bank of Dallas September 2013 - Present
Federal Reserve September 2007 - Present
Federal Reserve Bank of Dallas December 1991 - January 1997
Bank of Boston 1990 - 1991
Education
Michigan State University 1986 — 1990
Insight July 2012 - Present
Eaton Vance April 2003 - April 2011
Eaton Vance August 1999 - April 2003
Bank of Boston 1994 - 1999
Skills
Asset Managment, Disaster Recovery, Project Management, Integration, Business Analysis, Active Directory, System Administration, Security, Enterprise Architecture, Process Improvement, IT Service Management, Networking, Asset Management, Management, Troubleshooting, CRM, ITIL, Cloud Computing, Team Leadership, Professional Services, Windows, Outsourcing, Technical Support, IT Strategy, IT Management, Information Technology, Service Delivery, System Deployment
Education
Long Island University, C.W. Post Campus
Business Administration, Computer Information Systems
Hampshire Country School, Rindge, NH 2010 - Present
Northeastern University College of Business Administration 2008 - Present
Harry Miller Company 1997 - Present
K2 Corporation 1991 - 1998
Omega Corporation 1986 - 1991
Bank of Boston May 1984 - August 1986
Skills
Product Development, Strategic Planning, Start-ups, Product Management, Strategy, Strategic Partnerships, Product Marketing, New Business Development, Marketing Strategy, Entrepreneurship, Business Development, Public Speaking, Business Strategy, Teaching, Marketing, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1982 — 1984
mba
Tufts University 1977 — 1981
BA, English
Harris Corporation December 2011 - Present
Jacobs Technology March 2011 - November 2011
Lockheed Martin Information Technology December 2007 - March 2011
UBM Tech 1996 - 2007
Partners Healthcare / Massachusetts General Hospital 1993 - 1996
Bank of Boston 1989 - 1993
Skills
Active Directory, VMware, Windows Server, Troubleshooting, Microsoft Exchange, Integration, Security, Windows 7, XP, Software Documentation, Technical Support, Windows, System Administration, BMC Remedy, Hardware, SharePoint, Databases
Education
Middlebury Institute of International Studies at Monterey
MBA, International Marketing
Northeastern University
Certificate, Technical Writing
Russell Sage College
BA, Economics, German
Bank of Canton September 1993 - Present
Bank of Boston 1989 - August 1993
Education
Lesley University 1984 — 1986
Master of Science, Management
University of Maine 1977 — 1981
Bank of America Merrill Lynch November 2006 - Present
Signature Consultants January 2006 - October 2006
S1 Corporation April 2001 - October 2005
Wachovia 1996 - 2001
Bank of Boston September 1984 - June 1996
Skills
Treasury Services, Business Analysis, Banking, Project Portfolio..., Project Management, Relationship Management, Treasury Management, SDLC, Vendor Management, Financial Services, Product Management, CRM, Risk Management, Payments, Cash Management, PMO, Business Process..., Process Improvement, Payment Systems, Requirements Gathering, Software Project...
Education
Merrimack College 1979 — 1983
Bachelor of Arts (BA), Sociology
TD May 2014 - Present
TD Bank October 2011 - Present
TD Bank Group March 2000 - October 2011
BankBoston 1986 - 2000
Bank of Boston 1986 - 2000
Skills
Banking, Retail Banking, Commercial Lending, Talent Management, Business Development, Organizational..., Leadership Development, Human Resources, Change Management, Business Strategy, Leadership, Training, Mergers & Acquisitions, Onboarding, Management, Risk Management, Program Management, Relationship Management, Performance Management
Education
Lesley University
MS, Training & Development
Westfield State University
BA, Political Science
Fire Suppression Systems September 2010 - Present
Agile Magnetics 2007 - Present
Coppermine Capital January 2003 - Present
Bank of Boston 1992 - 1994
Skills
Venture Capital, Private Equity, Corporate Development, Angel Investing, Mergers, Start-ups, Due Diligence, Alternative Investments, Valuation, Divestitures, Strategic Partnerships, Investments, Deal Sourcing, Entrepreneurship, Equities, Corporate Finance, Growth Capital, Capital Markets, M&A experience, LBO, Investment Banking, Asset Managment, Business Valuation, Financial Structuring, Strategy, Private Placements, Acquisition Integration, Restructuring, Securities, Investment Strategies, Mezzanine, Investment Management, Capital, Executive Management, Buyouts, IPO, Finance, Acquisitions, Capital Raising, Portfolio Management, Leveraged Finance, Venture Financing, Board of Directors, Investor Relations, Structured Finance, Emerging Markets, Corporate Governance, Equity Research, Turn Around Management, Advisory Boards
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of Vermont 1989 — 1991
BA, History
Bank of America September 2007 - May 2010
Comerica 2005 - 2006
Silicon Valley Bank 1999 - 2005
Union Bank of California 1997 - 1999
First Interstate Bank 1989 - 1991
Union Bank of California 1985 - 1989
Bank of Boston 1982 - 1984
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Cash Management, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
Miami University 1969 — 1973
BA, Political Science
The Property and Casualty Initiative LLC March 2006 - Present
Bank of America September 2002 - March 2006
State Street May 1999 - September 2002
Bank of Boston June 1981 - November 1998
Skills
Banking, Loans, Business Strategy, Portfolio Management, Economics, Credit, Financial Analysis, Retail Banking, Commercial Lending, Cash Management, Commercial Banking, Valuation, Investments, Financial Risk, Mutual Funds, Credit Risk, Credit Analysis
Education
Harvard University 1973 — 1977
BA
Salem Cooperative Bank January 2014 - Present
NECC Alumni Advisory Board 2005 - Present
PENTUCKET BANK November 2003 - December 2013
Girls Inc of Haverhill MA June 2006 - October 2013
HAVERHILL PUBLIC LIBRARY July 1995 - November 2003
BANK OF BOSTON April 1992 - May 1994
NEW HERITAGE BANK March 1989 - April 1992
FIRST ESSEX SAVINGS BANK June 1986 - March 1990
BANK OF NEW ENGLAND June 1979 - June 1986
ARLINGTON TRUST COMPANY November 1976 - December 1977
Skills
Accounting, Bank Secrecy Act, Auditing, Banking, Budgets, Cash Management, Finance, Financial Analysis, Financial Reporting, Fundraising, General Ledger, Internal Audit, Internal Controls, Public Speaking, Strategic Planning
Education
Northern New England School of Banking 2010 — 2010
Banking Certification
Harvard Extension School 1999 — 2001
MFA, process
Southern New Hampshire University 1978 — 1990
BS, Accounting
New Hampshire College 1978 — 1989
BS, Accounting
Northern Essex Community College 1975 — 1976
Accounting, Accounting
Tenney High School, Methuen MA 1971 — 1975
12
U. S. Treasury Dept. June 2010 - Present
August Financial Holding Co., Inc. May 2002 - May 2003
Akamai Technologies, Inc. November 1998 - November 2001
XCom Technologies, Inc. November 1997 - November 1998
Bank of Boston November 1900 - November 1997
Coopers & Lybrand 1987 - 1990
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Skills
Accounting, Finance, Tax Preparation, Financial Modeling, Auditing, Financial Analysis, Internal Controls, Mergers & Acquisitions, Managerial Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2011
MST, Taxation
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2000
Greater Boston Executive Management Program, Business Management
Providence College 1982 — 1986
BS, Accounting
Reading Memorial High School 1978 — 1981
Max and Luther Publications July 2014 - Present
Newland Communities June 2007 - June 2011
Rubios Restaurants September 2006 - June 2007
HSBC Auto Finance January 2005 - September 2006
Fifth Third Bank May 2002 - December 2004
PriceWaterhouseCoopers May 1998 - December 1999
Bank of Boston December 1994 - May 1998
Coopers & Lybrand September 1991 - December 1994
Skills
Due Diligence, Financial Analysis, Finance, Forecasting, Accounting, Creative Writing, Publishing, Internal Controls, Auditing, Managerial Finance, Financial Modeling, Analysis, Management, Financial Reporting, Editing, Published Author, Strategic Planning
Education
Ohio University 1987 — 1991
BBA, Accounting and Finance
Boston Globe and boston.com 1997 - Present
Bank of Boston 1995 - 1997
Citibank 1989 - 1995
Chicago Bulls NBA 1987 - 1988
Skills
Advertising, Sales, Mobile Devices, Event Planning, Advertising Sales, Digital Media, Entertainment, Online Advertising, Digital Marketing, Email Marketing, Social Media Marketing, Social Media, Media Planning, Newspapers, Integrated Marketing, Marketing
Education
Maynard Media Academy/Harvard 2007 — 2007
Certificate, Management and Leadership in Media
Lake Forest College 1982 — 1986
CIEE June 2013 - Present
Maine Technology Users Group April 2001 - June 2013
Auerbach Associates January 2007 - April 2011
Self-Employed 1994 - 2007
Maine Handicapped Skiing October 1996 - May 1999
YWCA of the USA October 1992 - April 1994
Dun and Bradstreet June 1989 - January 1991
Dun and Bradstreet May 1988 - June 1989
Honeywell/Honeywell Bull 1985 - 1988
Bank of Boston 1983 - 1985
Skills
Non-profits, Public Speaking, Fundraising, Research, Press Releases, Leadership Development, Strategic Planning, Web Content, Project Management, Volunteer Management, Public Relations, Grant Writing, Freelance Writing, Published Author, Marketing Communications, Budgets, Nonprofits, Program Management, Community Outreach, Training, Organizational..., Project Planning, Management, Policy, Networking, Interviews, Strategy, Marketing, Human Resources, Staff Development
Education
Harvard University Kennedy School of Government
MPA
New York University, Stern School of Business
MBA
University of Massachusetts, Amherst
BS, Industrial Engineering and Operations Research
CSD Group Inc / IDSA 2000 - Present
Structure Tone, Inc. April 2000 - May 2001
Fluor Daniel 1996 - 1999
ITT Sheraton July 1995 - July 1996
Bank of Boston June 1994 - June 1995
Pavarini Construction June 1992 - June 1994
Skills
Construction Management, Real Estate, Real Estate Development, Asset Management, Residential Homes, Due Diligence, Project Management, Feasibility Studies, Project Finance, Business Strategy, Contract Negotiation, Hospitality, Joint Ventures, Mergers & Acquisitions, Investment Properties, Portuguese, Construction, Real Estate Investment, Hotels, Mixed-use, Resorts, Relocation, Sellers, Corporate Real Estate, Strategic Planning, Management Consulting, Negotiation, Residential, Apartments, Contract Management, Business Planning, Change Management, Portfolio Management
Education
Fachhochschule München 1977 — 1985
Diplom Ingenieur, Engineering and Architecture
Salisbury Bank and Trust Company January 2011 - Present
Woods Designs, LLC 2001 - January 2011
Citibank 2000 - 2001
Union Bank of Switzerland 1995 - 2000
UBS Wealth Management 1994 - 2000
UBS 1994 - 2000
Bank of Boston 1989 - 1994
Skills
Investment Advisory, Trust Officer, Private Wealth..., Asset Management, Private Banking, Wealth Management
Education
Utah State University 1984 — 1987
Masters, International Rural and Community Development
Northeastern University 1980 — 1983
B.S., Anthropology
Delhaize America October 2014 - Present
Delhaize Group September 2008 - September 2014
Hannaford Bros. Co. August 1994 - May 2011
Bank of Boston 1981 - 1994
United States Air Force 1976 - 1980
Skills
Visio, Active Directory, Access, Business Analysis, COBOL, SQL, SDLC, DB2, PeopleSoft, Windows Server, Databases, Troubleshooting, Business Intelligence, SharePoint, Microsoft SQL Server, Easytrieve, Unix, Requirements Analysis, Requirements Gathering, Supply Chain Software, Inforem, Profiler
Education
Husson College 1983 — 1986
Bachelor of Science (BS), Computer and Information Sciences, General
Bank Hapoalim 2011 - Present
Microsoft 2005 - 2011
Commercebank 2003 - 2005
Santander 1993 - 2000
Bank Of Boston 1987 - 1992
Skills
COSO, Compliance Audits, Operational Risk..., Internal Audit, SOX, Internal Controls, Corporate Governance, Audit, Sarbanes-Oxley Act, Auditing, AML, Financial Analysis, Financial Risk, Risk Management, Quality Auditing, Banking, Finance, Credit Risk, Enterprise Risk..., Anti Money Laundering, Corporate Finance, Credit
Education
Universidad de Puerto Rico 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nova Southeastern University
Master's degree, Taxation
Care New England February 2015 - Present
Lifespan April 2007 - July 2012
Computershare October 2001 - December 2006
Metlife May 1997 - November 2001
Bank of Boston July 1989 - November 1994
Skills
Project Management, Visio, Disaster Recovery, Healthcare Information..., HIPAA, Software Documentation, COBOL, Information Technology, Systems Analysis, Security, CICS, Databases, Troubleshooting, Vendor Management, JCL, Mainframe, SharePoint, Business Analysis, System Administration, Healthcare, Network Administration, Integration, Access, SQL, Active Directory, HL7, IT Management, VMware, SDLC, Requirements Gathering, Java, Imprivata Single Sign On, Microsoft Word, Microsoft Exchange, Microsoft Project, Microsoft Excel, Epic Security, Identity Management
Education
New England Institute of Technology 1998 — 2001
Bachelors, Networking
New England Institute of Technology 1993 — 1995
Associates, Programming
Shea High School 1981 — 1984
high school, high school
Law Offices of Paul R. Tardif August 2015 - Present
Law Office of Robert F. Smith August 1994 - June 2015
Advantage Mortgage Corp. March 1993 - June 1994
Advantage Mortgage Corp. September 1992 - March 1993
Everett Mutual Savings Bank (Washington State) June 1991 - February 1992
Bank of Boston 1987 - 1988
Education
University of Massachusetts Boston 1994 — 1994
MBA, Business
Isenberg School of Management, UMass Amherst 1987 — 1991
BA, Business Administration
Wellington Management May 2009 - Present
Fidelity Investments July 1996 - July 2006
United Technologies 1990 - 1996
Otis Elevator Company 1990 - 1996
Bank of Boston June 1985 - July 1988
bank of boston 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Organizational Behavior
Mount Holyoke College 1981 — 1985
1985, International Relations
Williston-Northampton School 1976 — 1981
High School
Wells Fargo & Company July 2012 - Present
The Parthenon Group October 2010 - June 2012
Woodley Park Research March 2009 - October 2010
National City Corporation October 1999 - March 2009
Bank of Boston 1990 - 1999
Skills
Strategy, Private Equity, Finance, Risk Management, Financial Services, Financial Modeling, Economics, Valuation, Insurance, Financial Analysis, Portfolio Management, Due Diligence, Econometrics, Banking, Investments
Education
New York University 1979 — 1985
BA & MA, Economics
South Shore Hospital Telecom AnalystState Street BankOctober 1998 - June 2003
Bank of Boston September 1995 - October 1998
BankBoston 1993 - 1995
Comcast August 1992 - 1995
Northfield Mount Hermon School August 1991 - August 1992
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Arts, English, communications
Quincy High School 1984 — 1987
Fidelity Investments September 2000 - Present
DST Systems June 1998 - September 2000
Boston Financial Data Services July 1994 - June 1998
The Boston Company June 1988 - March 1992
Bank of Boston June 1986 - May 1988
Skills
NDM, VSAM, Fileaid, IBM Utilities, ISPF, CICS, DB2, Easytrieve, SPUFI, Endeavor, MVS, JCL, CLIST, Syncsort, OS/390, COBOL, IBM Mainframe, TSO
Education
University of Massachusetts Boston 1984 — 1986
BS, Business Administration and Management, General
Northeastern University 1980 — 1982
Credit Suisse 2009 - 2011
UBS Investment Bank 2005 - 2009
Calyon 2003 - 2005
Credit Agricole Indosuez 1997 - 2003
Credit Agricole 1993 - 1997
Bank of Boston 1988 - 1993
Skills
Fixed Income, Valuation, Risk Management, Trading, Risk, Governance, Market Risk, Business Management, Enterprise Risk..., Operational Risk, Project management, Process Management, Financial Risk, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Penn State University 1979 — 1983
BS
City and County of San Francisco September 2004 - Present
San Francisco Municipal Transportation Agency March 2001 - September 2004
IBM June 1995 - March 2000
Lotus Development March 1988 - June 1995
Bank of Boston January 1982 - March 1988
Education
Harvard Kennedy School of Government 2006 — 2006
State and Local Executive Education Program
Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science, Management
Stichting Nijenrode, The Netherlands School of Business
International Business Summer Program
Admirals Bank March 2013 - Present
Bank of America June 2010 - September 2010
BANK OF AMERICA May 2005 - June 2009
Fleet Bank June 2000 - May 2005
BankBoston May 1994 - June 2000
Bank of Boston January 1993 - May 1994
Bank of Boston December 1988 - December 1992
Skills
Credit, Basel II, Financial Analysis, Private Banking, Finance, Banking, Customer Service, Training, Analytics, Software Documentation, Retail Banking, Wealth Management, Process Improvement, Teamwork, Management, PowerPoint, Access, Loans, Variance Analysis, Budgets, Commercial Banking, Time Management, Accounting, G/L Reconciliations, Account Reconciliation, Risk Management
Education
Millennium Training Institute 2012 — 2012
Certificate, Business Administration and Bookkeeping
Western New England College
Bachelor of Science, Business Administration; Management
Pollard Middle School 2011 - Present
Newman Elementary School 2011 - July 2011
Fleet Bank 2000 - 2003
Bank of Boston 1992 - 1999
Skills
Teaching, Literature, Social Media, Young Adult Literature, Library Instruction
Education
Simmons College 2009 — 2011
MSLS, Library & Information Science
Middlebury College
B.A.
Fidelity Investments July 2010 - Present
Fidelity Investments June 2000 - November 2008
Bank of Boston January 1991 - January 2000
Education
Johnson & Wales University 1973 — 1976
B.S., Computer Science
PTC December 2013 - Present
Ambient Corporation May 2013 - November 2013
Ambient Corporation July 2012 - May 2013
Accounting Management Solutions January 2012 - July 2012
RSA Security, Inc. September 2005 - December 2006
RSA Security, Inc. January 2000 - September 2005
RSA Security, Inc. February 1998 - December 1999
Ernst & Young September 1996 - February 1998
U.S Generating Company January 1993 - September 1996
Bank of Boston March 1991 - January 1993
Skills
Certified Public..., SAP, Infor PM, Dimensional Modeling, Financial Modeling, Financial Analysis, Financial Reporting, SEC reporting, Investor Relations, Investor Presentations, Budgeting, Forecasting, Strategic Financial..., Financial Systems..., Mergers, Financial Planning, System Planning, Business Process..., SOX, Revenue Recognition, Due Diligence, Corporate Finance, Business Process, Accounting, Financial Management, Planning, Variance Analysis, Analysis, ERP, Business Analysis, Financial Accounting, Consolidation, Cash Flow, Reporting & Analysis, NetSuite, Financial Force, Strategy, Auditing, SEC filings, Management, Mergers & Acquisitions, Budgets, Managerial Finance, Sarbanes-Oxley Act, Business Planning, Executive Management, Treasury, Leadership
Education
Northwestern University 2001 — 2001
Executive Development Program, Executive Management
Salem State University 1985 — 1989
Bachelor of Science, Business Administration - Concentration in Accounting
Dorchester Bay Economic Development Corporation October 2010 - Present
Children's Services of Roxbury, Inc. 2009 - Present
Massachusetts Appleseed Center for Law and Justice February 2008 - 2012
Initiative For A New Economy March 2008 - October 2011
Freedom House, Inc June 2005 - September 2010
Bank of Boston 1984 - 2002
Skills
Fundraising, Leadership, Program Development, Leadership Development, Community Outreach, Nonprofits, Program Management, Grant Writing, Team Building, Portfolio Management, Non-profits, Volunteer Management, Policy, Community Development, Public Speaking, Economic Development, Strategy
Education
The University of Chicago 1969 — 1971
MBA, Finance
Oberlin College 1964 — 1969
BA, Economics
CARFAX May 2010 - Present
Nuvell/National Auto Finance 1997 - 2009
Nuvell Financial Services 1997 - 2009
National Auto Finance 1997 - 2009
Nuvell Financial/National Auto Finance Co. 1997 - 2009
First Merchants Acceptance Corporation 1995 - 1997
First Merchants Auto Acceptance Corporation 1995 - 1997
Bank of Boston 1986 - 1989
Skills
Sales Operations, Sales Management, Account Management, Leadership, Recruiting, New Business Development, Start-ups, Sales, Management, Team Building, Operations Management, Selling, Training, Core Competences, Credit, Customer Retention, Loans, Sales Process
Education
North Shore Community College 1968 — 1970
none, Business Administration
AIR Graphics July 1993 - Present
AIR Graphics March 1998 - July 2005
Bank of Boston July 1979 - April 1985
Skills
Adobe Acrobat, Document Management, Photography, Graphic Design, Account Management, Marketing Strategy, Digital Printing, Graphics, Wide Format Printing
Education
Northeastern University 1981 — 1987
Business, Labor Relations, Administration
Northeastern University 1981 — 1987
Cosmetic Surgery Center May 2013 - Present
Massachusetts General Hospital 2009 - May 2013
State Street Global Advisors 2000 - 2009
Fidelity Investments (Veritude) 1998 - 2000
Bank of Boston 1994 - 1996
Skills
Fund Accounting, Performance Measurement, Equities, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Financial Analysis, Bloomberg, Analysis, Asset Management, Financial Modeling, Portfolio Management, Risk Management, Investments, Data Analysis
Education
Northeastern University 2007 — 2011
Pre-Medicine/Pre-Medical Studies, 3.95
University of Massachusetts Boston
Bachelor of Science (BS), Management and Accounting
Riperian, Inc. June 2013 - Present
Merrill Edge / Merrill Lynch - Bank of America 2008 - June 2013
Bank of America - Banc of America Investment Services, Inc. 2004 - 2008
FleetBoston, Consumer & Small Business Online Financial Services 1999 - 2004
BankBoston Financial 1997 - 1999
Bank of Boston 1992 - 1997
Skills
Financial Services, Investments, Series 7, Banking, Wealth Management, Mutual Funds, Portfolio Management, Management, Online Brokerage, Project Management, Banking and Brokerage..., Business Planning, Business Development, Relationship Management, Financial Risk, Leadership, Executive Management, Series 63, Retirement, Alternative Investments, Risk Management, Vendor Management, Trading, Securities, Competitive Analysis, Equities, FINRA, Investment Advisory, ETFs, Sales Marketing, Series 24, Strategic Financial..., Product Development, CRM, Mergers & Acquisitions, Analysis, Finance, Capital Markets, Hedge Funds, Financial Modeling, Credit, Asset Allocation, Asset Managment, Client Experience..., Client Retention..., Investment Operations, Operational Risk..., IRAs, Fixed Income, Investment Management
Education
Norwich University 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Aramark Uniform Services August 2006 - Present
Aramark Uniform Services 2000 - 2006
BankBoston / Fleet Bank 1996 - 2000
BayBank March 1993 - March 1996
Bank of Boston 1987 - 1993
Bank of Boston July 1985 - March 1987
Skills
Business Development, Marketing Strategy, Marketing, Sales Operations, Sales, Leadership, Cross-functional Team..., Account Management, P&L Management, Sales Management, Business Planning, Product Development, Management, Strategy, Sales Process, Forecasting, National Account...
Education
Ithaca College 1980 — 1984
BS, Business Management
KVH Industries December 2001 - Present
Atlantic Cellular August 1995 - December 2002
Bank of Boston 1980 - 1994
Skills
Satellite Communications, Broadband, Satellite, Telecommunications, Account Management, Product Management, VoIP, Wireless, VSAT, Team Leadership, Salesforce.com, Integration, Networking, Mobile Devices, Mobile Communications, IP, Computer Network..., Vendor Management, Troubleshooting, IPTV
Education
Johnson & Wales University
BS, Business
Bank of America May 2004 - Present
Fleet Bank 1999 - 2004
Bank of Boston May 1987 - January 1999
Skills
Budgets, Financial Risk, Banking, Vendor Management, Financial Institutions, Operational Risk..., Portfolio Management, Risk Management, Enterprise Risk..., Operational Risk, PMO, SDLC, Project Portfolio..., Disaster Recovery, Business Analysis, IT Management, IT Strategy, Data Center, ITIL, PMP, IT Operations, Financial Services, Business Continuity, IT Service Management, Governance, Credit Cards, Business Process..., Information Technology, Enterprise Architecture, Relationship Management, Commercial Banking, Process Improvement
Education
Northeastern University
BS, Business Management
Boston Private Bank & Trust Co. VP - Commercial Real EstateCitizens Bank of MassachusettsDecember 1999 - December 2005
State Street Bank & Trust Co. March 1988 - December 1999
Bank of Boston September 1986 - March 1988
Bank of Boston February 1977 - March 1988
Education
LIU Post 1967 — 1971
BA, Geography/Sociology
Century 21 Commonwealth December 2005 - Present
Touche Ross August 1987 - September 2000
Century Communications 1995 - 1998
Meditech 1992 - 1995
Bank of Boston 1990 - 1992
Skills
Buyer Representation, First Time Home Buyers, QuickBooks ProAdvisor..., Sellers, Condos, Relocation, Referrals, Listings, New Home Sales, Short Sales, ABR, Single Family Homes, Buyers, Move Up Buyers, Investment Properties, Real Estate, Residential Homes, Townhomes
Education
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Accounting & Economics
Chelmsford High School 1979 — 1983
The Pingry School March 2012 - Present
Berlitz June 2007 - February 2012
Livingston Huaxia Chinese School July 2008 - June 2010
THI May 2000 - March 2001
Sun Microsystems June 1997 - May 2000
Bank of Boston April 1989 - June 1992
Skills
Promoting Chinese Fine..., Organizing Chinese..., Teaching, Tutoring, Curriculum Design, Curriculum Development, Mandarin, Teacher Training, ESL, Research, Higher Education, Public Speaking, Educational Technology, Teaching English as a..., Classroom, Staff Development, Intercultural..., Japanese, Educational Leadership, Foreign Languages, Editing, Non-profits, E-Learning, Chinese, Translation, Language Teaching, Lesson Planning, English, Microsoft Office, International Education, Management, Instructional Design, Classroom Management, Strategic Planning, PowerPoint, Customer Service
Education
New York University 1994 — 1997
Master, Computer Science
University of Science and Technology of China 1983 — 1988
BS, Mechanical Engineering
Bank of America August 2005 - Present
Bloomberg June 2003 - August 2005
CyLogix June 2000 - June 2003
Deutsche Bank July 1998 - June 2000
Bank of Boston June 1985 - July 1998
Skills
Trading Systems, Fixed Income, Java, Core Java, SQL, Electronic Trading, Market Data, C++, Sybase, Investment Banking
Education
Massachusetts Institute of Technology 1981 — 1985
BS, Mathematics
Ascension Early Childhood Center August 2006 - Present
Howard Park Early Childhood Center September 2005 - June 2006
Manufacturers Hanover Trust Company August 1981 - August 1988
Bank of Boston July 1987 - August 1987
Skills
Loans, Research, Editing, Data Analysis, Online Research, Microsoft Office, Microsoft Word
Education
Mount Holyoke College 1977 — 1981
Bachelor of Arts, Economics
Cheshire High School 1973 — 1977
HS Diploma
Broadhurst Capital Managing DirectorClaymore Venture Capital1990 - 2005
Bank of Boston 1983 - 1990
United States Air Force 1977 - 1983
Education
Massachusetts Institute of Technology 1973 — 1977
BS, Engineering
CruiseOne February 2010 - Present
LgHodge Consulting January 2008 - Present
ALCAN Cable 2001 - January 2010
CareSouth Homecare Professionals 2000 - 2001
Hill-Rom 1998 - 2000
Alltel 1997 - 1998
MAPICS, Inc. 1994 - 1997
R E Phelon 1993 - 1994
Bank of Boston 1992 - 1993
Computer Task Group 1988 - 1992
Education
Lincoln University (MO)
BS
Santander Bank, N.A. April 2000 - Present
Bank of Boston June 1995 - November 1999
Met calf and Eddy 1990 - 1995
Skills
Small Business Lending, Due Diligence, Risk Management, Commercial Banking, Commercial Lending, Environmental Issues, Mortgage Lending, Commercial Mortgages, Environmental Awareness, Credit Risk, Financial Analysis, Real Estate, Cash Management, Mergers & Acquisitions, Asset Management, Loan Origination, Consumer Lending, New Business Development, Lines Of Credit, Investments, Financial Risk
Education
New England Law Boston 1996 — 2000
JD, Environmental Law
St. Lawrence University 1985 — 1989
BS, Chemistry
Bank of America 2009 - Present
Bank of America 2006 - 2009
Bank of America 2004 - 2006
FleetBoston Financial Corporation 2000 - 2004
BankBoston 1987 - 2000
Bank of Boston 1983 - 1987
Skills
Business Analysis, Business Process, Banking, Sales, Customer Service, Risk Management, Portfolio Management, Relationship Management, Retail Banking, SDLC, Financial Services, Program Management, Process Improvement, Vendor Management, Credit, Management, Project Portfolio..., Business Process..., Change Management, IT Strategy, Leadership
Education
Northeastern University 1985 — 1987
Colby-Sawyer College 1979 — 1983
Management Information Systems, Psychology
Bank of America June 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2011
Bank of America Merrill Lynch January 2009 - May 2010
The Light Factory 2005 - 2010
Bank of America January 2000 - January 2009
Bank of Boston August 1996 - November 1999
JP Morgan July 1990 - July 1996
Skills
Risk Management, Marketing, Derivatives, Financial Modeling, Structured Finance, Financial Structuring, Securities, Hedge Funds, Banking
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, Government
Oberlin College 1980 — 1984
BA, Government
St. Mark's School September 2012 - Present
St. Mark's School July 2010 - Present
St. Mark's School September 2000 - Present
Framingham State University September 1997 - August 2000
Newbury College September 1994 - August 1997
Bank of New England January 1987 - February 1990
Bank of Boston May 1983 - January 1987
Skills
Teaching, Microsoft Excel, Curriculum Development, Microsoft Word, Lesson Planning, Curriculum Design, Educational Leadership, Higher Education, Tutoring, Teacher Training, Microsoft Office, Educational Technology
Education
Mount Holyoke College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stuart Country Day 1975 — 1979
Fidelity Investments April 2004 - February 2013
Fidelity Investments 2004 - 2011
Fidelity Investments 2004 - 2011
Fidelity Investments 2004 - 2011
Bank of Boston 1996 - 2001
State Street Bank 1991 - 1996
Apollo Computer August 1984 - December 1992
Skills
Vendor Management, Contract Negotiation, Financial Services, Risk Management, Financial Risk, Outsourcing, Process Improvement, Business Analysis, Relationship Management, Change Management, Strategic Sourcing, Business Process..., Governance, Program Management
Education
Holliston Jr college 1975 — 1997
Associate's Degree, Business Administration and Management, General, 3.8
Northeastern University 1982 — 1988
Business Administration and Management, General, 3.8
Holliston Jr College 1975 — 1977
Associate of Arts and Sciences (A.A.S.)
Newbury College
Associate of Arts and Sciences (A.A.S.), 3.8
Silver Hill Capital LLC Vice PresidentBaring Asset Management1989 - 2000
Bank of Boston 1985 - 1989
Skills
Asset Managment, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Fixed Income, Investment Management, Emerging Markets, Equity Research, Asset Management, Securities, Capital Markets, Derivatives, Trading
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance, Accounting and Economics
Williams College 1975 — 1979
BA, Economics
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Commonwealth of Massachusetts October 2005 - April 2014
State Street July 2000 - August 2005
Affiliated Computer Services 1998 - June 2000
Contract Consultant 1994 - 1997
Bank of Boston 1970 - 1993
Bank of Boston 1970 - 1973
Skills
Policy, Budgets, Government, Policy Analysis, Analysis, Nonprofits
Education
Northeastern University 1973 — 1978
Bachelor's Degree, Business Administration, Finance
Commonwealth of Massachusetts March 1998 - Present
Bank of Boston 1992 - 1996
Multibank Financial Corp 1986 - 1992
Skills
Government...
Education
Suffolk University 1988 — 1990
Master of Business Administration (MBA)
Northeastern University 1950 — 1955
Bachelor of Arts (BA), Economics
Financial Consultants, LLC 2011 - Present
Iacaponi Realty 1971 - Present
Town of Dartmouth, Massachusetts 1991 - 2010
Bank of Boston 1979 - 1991
Skills
Investors, Short Sales, Residential Homes, First Time Home Buyers, Sellers, Investment Properties, Real Estate, Customer Service, Foreclosures, Relocation, Real Estate Transactions, Buyer Representation, Negotiation, Referrals, New Home Sales, Real Property, Listings, Condos, REO, ABR, Rentals, Seniors, Property, Single Family Homes
Education
Northeastern University
Bachelor of Science (BS), Accounting and Business/Management
Commonwealth of Massachusetts October 1994 - Present
Journal Transcript Newspapers January 1990 - October 1995
Bank of Boston March 1969 - May 1975
Skills
Government, Management, Policy, Leadership, Budgets, Process Improvement, Project Planning, Project Management, Analysis, Public Relations, Administrative..., Office Management, Calendaring, Outlook, Confidentiality
Education
Newbury College 2000 — 2003
Paralegal, Legal
BJ's Wholesale Club June 2013 - Present
State Street Bank May 2004 - March 2013
Bank of Boston 1977 - 1998
Education
Newbury College
Business Administration and Management, General, 4.0
Revere City Hall January 2001 - Present
Bank of Boston 1977 - 2001
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Research, Teaching, Public Speaking, English, Windows, Customer Service, PowerPoint, Management, Project Management, Team Building, Negotiation, Event Planning, Social Media, Outlook, Editing, Budgets, Public Relations, Accounting, Strategic Planning, Sales
Education
Northeastern University 1994 — 1999
Bachelor's Degree, B.S.B.A., Marketing
PNC Bank October 1995 - Present
Crossroads Career Network 2011 - 2013
Bank of Boston August 1992 - October 1995
PNC October 1980 - August 1992
Skills
Customer Service, PowerPoint, Coaching, Team Leadership, Team Building, Public Speaking, Leadership, Management, Recruiting, Training, Strategic Planning, Interviews, Networking, Leadership Development, Employee Training, Performance Management, Resume Writing, Microsoft Office, Employee Relations, Organizational..., Human Resources, Time Management, Workshop Facilitation, Employee Engagement, Career Counseling, Staff Development, Talent Management, Strategy, Social Networking, Executive Coaching, Career Development
Education
American Institute of Banking 1978 — 1982
Foundations of Banking, Banking & Finance
Kalamazoo Valley Community College 1972 — 1975
Foundations of Banking, Associates
MFA September 2014 - Present
Wellesley Scholarship Foundation September 2012 - Present
Bank of Boston 1987 - January 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
Master of Business Administration (M.B.A.)
Middlebury College 1975 — 1979
Bachelor's Degree
Blue Cross Blue Shield September 2013 - Present
State Farm January 2013 - August 2013
AARP October 2010 - December 2012
Bank Of Boston April 2008 - September 2010
Looksmart Adcenter December 2007 - February 2008
Skills
Test Automation, Quality Center, Agile Methodologies, Quality Assurance, Test Planning, Regression Testing, Software Quality...
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor's degree, Computer Engineering
State Street Corp September 1991 - Present
Amherst Group September 1989 - September 1991
Bank of Boston 1987 - 1989
Skills
Requirements Analysis, Equities, Business Analysis, Derivatives, Fixed Income, Requirements Gathering, SDLC, SQL, Bloomberg, Securities, Process Improvement
Education
Northeastern University 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering