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
Fidelity Investments September 2001 - Present
Bank of America April 2001 - September 2001
MFS Investment Management June 2000 - March 2001
Hasbro June 1999 - June 2000
John Hancock Financial Services May 1998 - June 1999
Private Healthcare Systems September 1997 - May 1998
Fleet Bank 1989 - 1997
Bank of Boston 1987 - 1989
Skills
SQL, Oracle, Databases, Data Warehousing, Sybase, Microsoft SQL Server, Agile Methodolgy, Agile Application..., Mutual Funds, Trade Compliance, Compliance, Code of Ethics, Financial Services, SDLC, Informatica, Agile Methodologies, Database Design, ETL, Requirements Gathering, Data Modeling, Toad, Requirements Analysis, Software Project...
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Employment & Training Resources - A Massachusetts One-Stop Career Center April 2000 - Present
Minuteman Career & Technical High School 2010 - 2011
Commonwealth of Massachusetts April 2000 - June 2006
Bank of Boston 1988 - 1999
First Mutual Bank of Boston 1988 - 1991
CVS Pharmacy 1984 - 1989
Skills
Career Counseling, Workforce Development, Training, Resume Writing, Workshop Facilitation, Recruiting, Job Search Strategies, Career Assessment, Building Relationships, Event Planning, Career Development, Networking, Program Development, Interviews, Employer Engagement, Workshop Development, Job Search, Community Outreach, Employer Development, Job Fairs, Cover Letters, Certified Professional..., Event Management, Job Coaching, Mock Interviews, Leadership Development, Customer Engagement, Business Relationship..., Workshops, Career Transition..., Management, Resume, Staff Development, Hiring, New Hire Orientations, Employer Groups, Research, Employee Training, College Recruiting, Business Development, Onboarding, Employee Relations, Interview Preparation, Applicant Tracking..., Program Management, Candidate Generation, Qualifying Candidates, Candidate Marketing, Screening Resumes, Behavioral Interviewing
Education
Regis College 1985 — 1991
Bachelor of Arts, Sociology
Needham High School 1981 — 1985
Diploma, College Preparation
Shriners Hospitals for Children - Boston 2011 - Present
Boston University College of Communications January 2012 - Present
Shriners Hospitals for Children June 2011 - Present
The Sugden Group October 2009 - June 2011
Shriners Hospitals for Children June 2008 - November 2009
Irish Bank Resolution Corporation Limited 2008 - 2009
Wachovia Bank, N.A. January 2006 - January 2008
STATE STREET BANK AND TRUST COMPANY January 1995 - January 2002
Bank of Boston 1972 - 1995
Skills
Mergers, Asset Managment, Strategic Planning, Banking, Risk Management, Portfolio Management, Mergers & Acquisitions, Integrity, Corporate Finance, Strategy, Asset Management, Program Management, Leadership, Product Marketing, Management, Coaching, Management Consulting, Healthcare, Business Strategy, Executive Management, Entrepreneurship, Financial Analysis, Budgets, Business Development, Analysis, Business Planning, Research, Fundraising, Team Building, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1981 — 1985
MBA, Marketing
University of the South School of Theology
Connector LLC September 2015 - Present
A Well-Ordered Life Organizing and Project Management August 2013 - June 2015
Bennington Partners & Independent Consultant May 2012 - June 2015
BridgeWest LLC January 2010 - March 2012
Forensic Investigative Associates, Inc. (FIA) October 2004 - May 2009
Tuyap A.S. February 1999 - May 2001
Teka Konsult May 1994 - August 1998
Lafarge January 1991 - September 1992
Banque Worms, London Branch May 1987 - March 1989
Bank of Boston June 1983 - December 1986
Education
Skidmore College 1979 — 1983
BA
Robert College 1976 — 1979
American High School in Istanbul
Boston Private Bank and Trust Company September 2012 - September 2014
Simmons School of Management Alumnae Association June 2011 - December 2012
Simmons College and Simmons School of Management March 2010 - September 2012
Simmons School of Management June 2012 - August 2012
Exit Planning Exchange (XPX) February 2011 - March 2011
Families First Parenting Programs April 2008 - June 2008
Trek Consulting LLC September 2005 - September 2006
Bank of Boston June 1983 - January 1994
Skills
Non-profits, Fundraising, Grant Writing, Event Planning, Research, Community Outreach, Higher Education, Public Speaking, Program Development, Teaching, Volunteer Management, Editing, Staff Development, Data Analysis, Program Evaluation, Nonprofits
Education
Simmons College - Simmons School of Management 2007 — 2011
MBA, Highest Honors
Smith College 1979 — 1983
BA, Art History
KVPR Enterprises January 2012 - Present
Kathvon Enterprises January 1993 - 2012
Inventors' New Venture Alliance, currently Inventors' Alliance 1992 - 1995
Bank of Boston 1986 - 1988
Skills
Financial Modeling, Small Business, Public Speaking, Corporate Finance, Valuation, Accounting, Research, Financial Accounting, Entrepreneurship, Start-ups, Cost Accounting, Healthcare, Strategy, Business Strategy, Marketing Strategy, Business Planning, Strategic Partnerships, Venture Capital, Competitive Analysis, Product Development, Corporate Development, International Business, Management Consulting, Strategic Planning, Leadership, Management, Marketing
Education
Thunderbird School of Global Management 1977 — 1978
MIM, Finance, Economics
Santa Clara University 1973 — 1977
BSC, Finance, Economics
Self-employed Marketing ConsultantGartner1998 - 2000
Rendall & Associates 1995 - 1998
Sara Lee Knit Products 1992 - 1995
Bank of Boston 1986 - 1990
Skills
Strategic Planning, Writing
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Virginia 1982 — 1986
Bachelor of Science (BS), Commerce
Marian High School September 2013 - Present
ACAAP June 2011 - Present
Consultant September 2012 - July 2013
Immaculate Conception School September 2002 - February 2013
ACAAP 2006 - 2010
BayBank/Bank of Boston August 1995 - August 2000
Bank of Boston January 1987 - August 1994
Skills
Marketing Communications, Fundraising, Public Relations, Database Management, Annual Giving, Volunteer Management, Event Management, Strategic Planning, Advertising, Database Admin, Marketing, Database Administration, Event Planning, Program Development, Nonprofits, Media Relations, Management, Public Speaking, Community Outreach, Grant Writing
Education
Assumption College, MBA 1988 — 1994
MBA, Marketing / Finance
Salem State College 1981 — 1985
Business, Marketing, Economics, Accounting, Finance
Vermont Local Roads July 2012 - July 2014
IDG Research Services August 1993 - March 2012
Bank of Boston February 1993 - August 1993
American Heart Association 1992 - 1993
First Market Research 1991 - 1992
Skills
Microsoft Office, Radian6, Networked Insights, WordPress, Google Analytics, Lyris, Market Research, Advertising, Web Analytics, Online Advertising, Project Management, Management
Education
Saint Michael's College 1987 — 1991
Bachelor's, Business Administration
Boston Private June 2011 - Present
Shore Country Day School 2009 - June 2011
Brookwood Financial Partners, L.P. May 1993 - January 2010
Brookwood Financial Partners, L.P. May 1993 - January 2010
ObjectFX 2000 - 2009
Ubiquitel 1999 - 2006
New World Restaurant Group 1999 - 2003
First National Bank of Ipswich 1991 - 1992
Bank of Boston 1984 - 1991
Skills
Loans, Venture Capital, Finance, Private Equity, Investments, Investment Management, Management, Real Estate, Leadership, Credit, Mergers & Acquisitions, Private Banking, Due Diligence, Banking, Nonprofits
Education
Princeton University 1980 — 1984
AB, History
Buhler June 2011 - Present
Buhler SA September 2005 - June 2011
Bank of Boston November 2004 - September 2005
Skills
Team player, Flexible Working, Quick learner, Teamwork, Flexible Schedule, Team Leadership, SAP, Hardware, Windows, Engineering, ITIL, Project Management, Microsoft Project
Education
Pontifícia Universidade Católica do Paraná 2010 — 2011
Postgraduate course, System and Network Security
ACE - Associação Catarinense de Ensino 2002 — 2008
Bachelor of Systems Information, System Analysis
NewVantage Partners LLC April 2001 - Present
Wheelhouse August 1999 - April 2001
Veridiem November 1998 - August 1999
Harte-Hanks July 1989 - November 1998
Bank of Boston January 1979 - December 1986
Education
Washington University in St. Louis 1974 — 1978
BA
Dartmouth College - The Tuck School of Business at Dartmouth
University of Virginia - Darden Graduate School of Business Administration
Produban 2010 - Present
Sovereign Bank 2000 - 2010
Bank of Boston/BankBoston 1996 - 2000
Bank of Boston January 1995 - 1996
Skills
AT&T Business Direct, AT&T RouteIt!, Avaya Site..., Genesys Framework, Call Centers, Windows Server, Avaya, Banking, Telecommunications, Process Improvement, Business Analysis, Data Center, Cisco Call Manager, VoIP, Professional Voice..., Vendor Management, IT Management, Visio, Integration, Leadership, Customer Service, ITIL, Management
Education
Salve Regina University 1990 — 1994
BS, Business Administration: Finance
Genesis Technical & Financial Inc 1994 - Present
Fleet Bank - Boston 1991 - 1994
Shawmut Bank 1990 - 1994
Bank of Boston 1987 - 1991
USTrust Company - Boston 1981 - 1986
Bankers Trust NA 1974 - 1981
Skills
Private Equity, Venture Capital, Due Diligence, Banking, Strategic Planning, Entrepreneurship, Deal Structuring, Financial Analysis, Equity Research, Start-ups, Business Strategy, Portfolio Management, Risk Management, Financial Reporting, Financial Management, Change Management, Loans, Equities, Mergers & Acquisitions
Education
Saint Michael's College
MA
TD Bank, N.A. 2002 - Present
TDBanknorth 2008 - 2010
TD Bank 2002 - July 2008
Citizens Bank June 1998 - August 2002
BankBoston Corporation 1996 - 1998
BankBoston 1996 - 1998
Bank of Boston 1996 - 1998
BayBank 1980 - 1995
New England Merchants Bank 1973 - 1980
Skills
FX, Commercial Banking, Credit, Credit Risk, Retail Banking, Loans, Cash Management, Risk Management, Portfolio Management, Financial Institutions, Capital Markets, Commercial Lending, Financial Risk, Fixed Income, Derivatives, Small Business Lending, Financial Markets, Foreign Exchange
Education
Suffolk University - Sawyer Business School 1976 — 1979
MBA, Finance
University of Massachusetts, Amherst 1967 — 1972
BA, Political Science and Government
Econiq January 2008 - Present
Webster Bank March 2004 - November 2007
Abington Savings Bank 2002 - 2004
Fleet 1999 - 2002
BankBoston 1996 - 1999
BankBoston 1991 - 1999
Bank of Boston 1991 - 1999
BayBank February 1982 - January 1989
Skills
Banking, Consumer Lending, Commercial Lending, Loans, Commercial Banking, Retail Banking, Financial Services, Finance, Credit, Business Development, Marketing, Portfolio Management, Relationship Management, Cross Selling, Branch Banking, Executive Management, Development Of Employees, Sales, Sales Operations, Sales Administration, Sales Management, Sales Cycle Management, Management, Retail, Leadership, Business Strategy, CRM, Strategy, Product Management, Salesforce.com, Professional Services, SaaS, Strategic Partnerships
Education
University of New Hampshire 1979 — 1982
Syracuse University 1975 — 1977
None
Other
SCORE Rhode Island 2012 - Present
InnoCentive December 2001 - June 2012
Mosaic Technologies 2001 - 2001
Excelergy 1999 - 2000
CiviGenics 1997 - 2000
Transition Systems, Inc, 1995 - 1997
Analytical Technology Inc. 1985 - 1995
Bank of Boston 1979 - 1985
Skills
SaaS, Venture Capital, Start-ups, Entrepreneurship, Mergers, Financial Modeling, Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Private Equity, Leadership, E-commerce, Executive Management, Finance, Strategic Partnerships, Business Development, Business Strategy, Competitive Analysis
Education
Penn State University
Master of Business Administration (M.B.A.)
University of Maine
Bachelor of Science (B.S.)
Lighthouse Payment Services, Inc January 2003 - Present
Mellon Financial June 1993 - August 2002
The Boston Company October 1988 - May 1993
Bank of Boston 1972 - 1988
Skills
Cash Management, Entrepreneurship, Banking, Financial Analysis, Management, Operations Management, Business Strategy, Business Development, Executive Management, Process Improvement, Business Analysis, Product Management, Customer Service, Marketing
Education
The University of Connecticut School of Business 1968 — 1972
Bachelor of Science, Finance
IBM Corporation 1993 - Present
Bank of Boston 1989 - 1993
Skills
Software Project..., Agile Methodologies, Requirements Analysis, Software Development, Business Analysis, SQL, SDLC, IT Strategy, Business Intelligence, Databases, Linux, SOA, Testing, Java, Program Management, Agile Project Management, Scrum
Education
State University of New York College at Potsdam 1983 — 1987
BA, Computer Science
State University of New York College at Potsdam 1983 — 1987
Bachelor's degree, Management Information Systems, General
Sodexo August 2014 - Present
Macy's 2002 - 2014
Bank of Boston March 1980 - November 1989
Skills
Retail, Retail Sales, Customer Service, Customer Satisfaction, Inventory Management, Inventory Control, POS, Time Management, Sales, Data Entry, Customer Experience
Education
Suffolk University
2 years
Taunton Federal Credit Union September 2013 - Present
DB&A - DeWolff, Boberg & Associates, Inc 2011 - September 2013
CVS Caremark Corporation April 2007 - June 2011
Wainwright Bank September 2005 - December 2006
Bank of America May 2000 - August 2005
Bank of Boston 1994 - 2000
Skills
Process Improvement, Business Analysis, Business Process..., Change Management, Management Consulting, Strategy, Business Process
Education
Southern New Hampshire University 1990 — 1994
Bachelor's degree, Finance and Economics
Silver Lake High School 1987 — 1990
Residential Mortgage Services, Inc. May 2011 - Present
First Eastern Mortgage February 2010 - May 2011
MetLife Home Loans March 2008 - February 2010
SouthCoast Mortgage & Investment Corp September 1998 - March 2008
Bank of Boston 1992 - 1998
Skills
Refinance, Mortgage Lending, USDA, Loans, VA loans, FHA, Residential Mortgages, Mortgage Banking, Finance, Real Estate, Government Loans, Construction Loans, Loan Origination, Certified Mortgage..., Consumer Lending, FHA financing, HUD, Underwriting, Short Sales, Reverse Mortgages, First Time Home Buyers, Sales, Residential Homes, Mortgage Underwriting, Credit, Credit Analysis, Investment Properties, Banking
Education
University of Massachusetts Dartmouth 1987 — 1991
BS, Finance
Salem State University 1984 — 1988
HSBC Global Banking and Markets March 2015 - Present
UniCredit June 2013 - June 2014
JPMORGAN CHASE February 2008 - July 2011
CREDIT SUISSE February 2005 - February 2008
CITIGROUP March 2004 - February 2005
CITIGROUP March 1998 - March 2004
BARCLAYS BANK PLC/BZW SECURITIES INC March 1995 - March 1998
CHEMICAL BANK August 1993 - March 1995
BANK OF BOSTON August 1992 - August 1993
Skills
FX trading, Options, Proprietary Trading, FX, Trading, Foreign Exchange, FX Options, Fixed Income, Investments, Hedge Funds, Derivatives, Financial Markets, Portfolio Management, Emerging Markets, Capital Markets, FX Trading
Education
Tulane University 1990 — 1992
A. B; MBA, Finance and Accounting
Syracuse University 1984 — 1988
BA, Economics
Court of Master Sommeliers
Certified Sommelier, Wine and Spirits
Law Office of Ellen J. Garnett 2009 - Present
Cape Cod Cooperative Bank December 2004 - March 2009
Self Employed 1985 - 2004
Bank of Boston 1987 - 1988
Shawmut Bank, NA 1980 - 1987
Skills
Litigation, Real Estate, Legal Writing, Commercial Litigation, Courts, Commercial Real Estate, Trusts, Appeals, Banking, Family Law, Legal Research, Elder Law, Bankruptcy, Criminal Law, Intellectual Property, Residential Homes, Nonprofits, Real Estate Development, Civil Litigation
Education
Suffolk University Law School 2005 — 2009
JD, Business Law & Financial Services
University of Massachusetts, Amherst 1977 — 1980
BA, cum laude, History
The Women's Fund of Essex County 2004 - 2015
Bank of Boston 1990 - 1995
Skills
Fundraising, Event planning, Event Planning, Community Outreach, Event Management, Non-profits, Nonprofits, Volunteer Management, Proposal Writing, Program Development, Public Speaking, Philanthropy, Grant Writing, Community Development
Education
Simmons Graduate School of Management 1986 — 1987
MBA, Business
Rollins College 1975 — 1978
BA, Philosophy
John Hancock Financial Services February 2013 - Present
AstraZeneca March 2011 - February 2013
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
IBM Global Services May 2003 - March 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - 2011
John Hancock March 1998 - May 2003
John Hancock Financial Services 1997 - 2003
John Hancock Life Insurance Company (U.S.A.) 1987 - 2003
Bank of Boston 1994 - 1998
Skills
Hardware, SDLC, Remote Desktop, XP, VMware, Active Directory, Integration, Technical Support, Mobile Devices, Laptops, Blackberry, Vendor Management, Citrix, VPN, ITIL, Business Analysis, Help Desk Support, Android, Disaster Recovery, Troubleshooting, iPad, Windows 7, SCCM, System Administration, Virtualization, Desktop Computers, Lotus Notes, System Deployment, Windows Server, Blackberry Enterprise..., IT Operations, Servers, Windows XP
Education
Quincy College 1977 — 1980
High School, Electronics
Quincy College 1977 — 1980
Electrical and Electronics Engineering
PlumChoice April 2011 - Present
Cox Communications July 2006 - November 2010
Bank of America November 1993 - May 2006
Fleet Bank 2000 - 2004
Bank of Boston 1997 - 2000
BayBank 1993 - 1997
Skills
Call Center, Team Building, Strategic Planning, Sales, Change Management, Vendor Management, Call Centers, Cross-functional Team..., Customer Experience, Operations Management, Leadership, Process Improvement, Customer Satisfaction, Telecommunications, Customer Service, Account Management, CRM, Management, Marketing Strategy, Product Management, Salesforce.com
Education
Skidmore College 1986 — 1990
bs, Business
Skidmore College 1986 — 1990
Bachelor's degree, Business Administration and Management, General
NTT DATA, Inc. (formerly Keane) 2007 - Present
Investors Bank & Trust 2001 - 2007
Brown Brothers Harriman 1993 - 2001
Bank of Boston 1990 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Organizational Design, Applicant Tracking..., Vendor Management, Change Management, Performance Management, Organizational..., Human Resources, Onboarding, HRIS, Employee Engagement, Deferred Compensation
Education
San Diego State University-California State University 1986 — 1989
MS, Organizational Psychology
University of California, Santa Barbara 1982 — 1986
BA
BJ's Wholesale Club September 2012 - April 2013
EMC April 2006 - September 2012
Fidelity Investments January 2003 - December 2005
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2001
Fidelity Investments January 1997 - January 1999
Fidelity Investments January 1996 - January 1997
Bank of Boston January 1995 - January 1996
Bank of Boston June 1992 - January 1995
Skills
Executive Coaching, Performance Consulting, Leadership, Team Building, 360 Feedback, Succession Planning, Talent Management, MBTI, Organizational Design, Organizational..., Executive Development, Onboarding, Performance Management, Employee Engagement, Career Development, Leadership Development, Organizational..., Change Management, Culture Change, Emotional Intelligence, Management Development, Coaching, Human Resources, Program Management, Consulting, Workshop Facilitation, Management, Workforce Planning, Executive Management, Strategy, Talent Acquisition, Training Delivery, Performance Improvement, Personnel Management, HR Consulting, Employee Training, Management Consulting, Managing Meetings, Talent Developer, HR Transformation, Employee Relations, Career Counseling, Conflict Resolution, Interviews, Employer Branding, Recruiting, HRIS, Facilitation
Education
Teachers College - COLUMBIA UNIVERSITY 2010 — 2011
Professional Certified Coach Certification
Teachers College of Columbia University 2010 — 2011
PCC
CURRY COLLEGE 1996 — 1999
Bachelor of Arts
Curry College 1996 — 1999
BA
Satuit Funds September 2014 - Present
Ironwood Investment Management April 2002 - June 2014
Dewey Square Investors Corporation August 1997 - February 2001
Rampart Investment Management 2001 - 2001
Cornerstone Fund Advisors, Inc. April 1995 - October 1996
Bank of Boston February 1989 - April 1995
State Street 1979 - 1989
Education
Roger Williams University 1975 — 1979
B.A., Marketing
Pegasystems July 2009 - Present
Vertex Pharmaceuticals June 2009 - July 2009
IBM September 1986 - February 2009
GCA 1986 - 1986
Bank of Boston 1984 - 1986
Avco Computer Services 1978 - 1984
Skills
zSeries, Windows, Linux, Websphere, AIX, WebSphere Application..., Middleware, Cloud Computing, Operating Systems, Tomcat, Unix, DB2, Program Management, z/OS, VMware ESX, Virtualization, Enterprise Software, Windows Server, zLinux, Management, Project Management, Power Systems, Data Center, Enterprise Architecture, Solution Architecture, Servers
Education
Queens College 1975 — 1979
BA, Computer Science
Benjamin Cardozo 1972 — 1975
General, High School
Eaton Vance June 2009 - Present
SCS Financial July 2006 - June 2009
Calibre Advisory Services 2001 - 2006
Bank of Boston 1977 - 1997
Education
Simmons College - Simmons School of Management
MBA, Finance
Bank of America April 2006 - Present
WASHINGTON MUTUAL, Dedham November 2001 - April 2006
Citizens Bank of Massachusetts December 2000 - November 2001
BankBoston November 1997 - September 2000
Bank of Boston March 1995 - November 1997
Bank of Boston November 1992 - March 1995
Skills
Loan Servicing, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Credit, Banking, Retail Banking, Commercial Banking, Consumer Lending, Loan Origination, Mortgage Banking, FHA, Mortgage Servicing, Refinance, Lines Of Credit, Portfolio Management, Deposits, Financial Services, Finance, Credit Risk, Risk Management, Financial Analysis, Cash Management, Asset Based Lending, Customer Service
Education
Suffolk University 1985 — 1990
BSBA, Marketing
Suffolk University - Sawyer Business School 1985 — 1990
BSBA, Marketing
State Street Bank December 2013 - Present
TAB Consultants September 2013 - October 2013
LeapFrogTrading, LLC February 2003 - March 2013
Fleet Bank 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1996
Bank of Boston 1990 - 1994
Skills
Algorithmic Trading..., Futures Trading, Forex Trading, Derivatives, Fund Administration, Capital Markets, Portfolio Management, Strategic Planning, Negotiation, Banking, Risk Management, Credit Risk, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Commercial Lending, Assets Recovery, Foreign Exchange, Financial Services, Strategy
Education
The University of Queensland 1977 — 1984
MBA, Finance
SAI Global April 2012 - Present
http://www.gypsycreations.com May 2001 - Present
Integrated Sales Management October 2006 - April 2012
Self Employed May 2001 - April 2012
Alignent Software May 2005 - January 2006
iXL, Inc February 1998 - May 2001
Newgen Results Corp February 1996 - February 1998
Maine Credit Union League 1993 - 1996
Bank of Boston 1985 - 1993
Skills
Program Management, Operations Management, Contract Management, Recruiting, Learning Management..., Fine Art, CRM, Salesforce.com..., E-Learning, E-commerce, Business Process..., Roadmap Creation, Proposal Generation, Budget Reconciliation, Budget Process, Time Management, Cross-functional Team..., Professional Services, Service Delivery, Customer Service..., Software Project..., Project Management, Strategic Planning, Human Resources, Project Planning, Integration, Sales, Management, Quality Assurance, Software Documentation, Leadership, Strategy
Education
San Diego State University-California State University
Total Quality Management
University of San Diego
Web Publishing
University of Southern Maine
BA Program
Manpower November 2014 - Present
ManpowerGroup 2013 - Present
Charles County Government February 2011 - July 2012
Rainbow Outsourcing November 2005 - September 2009
LPL Financial Services March 1997 - December 2000
Bank of Boston September 1994 - October 1997
Boston Stock Exchange 1990 - 1995
Skills
Management, Human Resources, PowerPoint, Customer Service, Event Planning, Administrative..., Payroll, Administration, Customer Satisfaction, Public Speaking, Recruiting, Interviews, Employee Benefits, Invoicing, Fundraising, Microsoft Office, Outlook, Temporary Placement, Microsoft Word, Leadership, Strategic Planning, Administrative...
Education
Salve Regina University 1984 — 1988
Bachelor of Science (BS), Elementary Education and Teaching
Duxbury High School
FSG Bank February 2013 - Present
Chattanooga State Community College August 2005 - August 2012
Chattanooga Area Chamber of Commerce August 2000 - August 2004
Unum April 1996 - January 2000
Bank of Boston June 1993 - April 1996
C&S Sovran national Bank March 1991 - May 1993
C&S Bank May 1989 - January 1991
Skills
Marketing Management, Marketing Strategy, Higher Education, Banking
Education
LSU School of Banking - Faculty 1988 — 1992
University of Virginia Banking School - Student 1983 — 1986
University of South Carolina Banking School - Student 1980 — 1983
Rutgers University-New Brunswick 1967 — 1971
MUS
Knowledgent October 2014 - Present
Attivio July 2012 - October 2014
Innovation Councils April 2008 - July 2012
Financial Insights, an IDC company February 2007 - March 2008
Gomez Markets July 2002 - February 2007
Gomez May 1997 - January 2002
Forrester Research 1996 - 1997
Corby North Bridge Securities 1992 - 1996
Bank of Boston 1989 - 1992
Security Pacific Bank 1987 - 1989
Skills
Financial Services, Building Relationships, Global Business..., Research, Cloud Computing, Big Data, Business Intelligence, Strategy, Business Development, Electronic Trading, Venture Capital, Management Consulting, Entrepreneurship, Analytics, Risk Management, Enterprise Software, Strategic Partnerships, E-commerce, Start-ups, Product Marketing, Consulting, Go-to-market Strategy, Equities, Competitive Analysis, Market Research, Marketing, Product Management, Leadership, Integrated Marketing, Executive Management, SaaS, Professional Services, Business Alliances, Analysis, Strategic Planning, Regulatory Compliance
Education
Princeton University
A.B., Politics
The Pennington School
RBS Citizens Financial Group November 2013 - Present
RBS Citizens N.A. September 2012 - October 2013
Citizens Bank December 2010 - September 2012
Citizens Bank March 2009 - November 2010
Fidelity Investments January 2007 - December 2008
Fidelity Investments October 2005 - December 2006
Fidelity Investments September 2003 - October 2005
Fidelity Investments June 1998 - October 2005
New England Funds February 1996 - June 1998
Bank of Boston August 1995 - February 1996
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Management, Banking, Sales, Change Management, Human Resources, Portfolio Management, Marketing, MS Project, Testing, Risk Management, Data Analysis, Software Documentation, Analysis, Vendor Management, Governance, Investments, Business Process..., Program Management, Financial Services, Project Portfolio..., Finance, Strategy, Microsoft Project
Education
Rhode Island College 1991 — 1995
Bachelor, Economics
Bank of America November 2009 - Present
Deustche Bank May 2008 - November 2009
BNY Mellon October 2000 - May 2008
Bank of Boston 1988 - 2000
Skills
Credit, Private Equity, Venture Capital, Sales, Payments, Banking, Portfolio Management, Trade Finance, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Fixed Income, Risk Management, Credit Risk, Financial Services, Capital Markets, Securities, Equities, Investments
Education
Roger Williams University 1984 — 1987
Homeowners Financial Group January 2012 - Present
Metlife Home Loans March 2009 - December 2011
Bank of Boston May 1982 - August 1995
Luxury Home Tour 1987 - 1994
Skills
FHA, Mortgage Lending, Refinance
Education
Williams College 1980 — 1982
MS, Banking
Quinnipiac University - School of Business 1971 — 1975
BS Magnum Cum Laude, Marketing and Finance
Geary Vaughan LLC March 2009 - Present
Nellymoser 2008 - 2008
Third Screen Media January 2006 - June 2007
Verdasys 2004 - 2006
Bank of Boston February 1989 - July 2001
Education
Simmons College - Simmons School of Management 1993 — 1995
MBA
Experis Finance (formerly plumRHINO Consulting) April 2006 - February 2013
Harland Clarke (Previously Clarke American) 1991 - 2005
North Fork Bancorporation 1989 - 1991
Bank of Boston May 1985 - August 1988
Education
Skidmore College
BA, History/American Studies
Dot Nelson Turnier January 2010 - Present
DIAS, Inc January 2002 - December 2003
Breakthrough Services and Consulting, Inc January 1991 - January 2001
Bank of Boston January 1987 - January 1991
Bank of Boston January 1980 - January 1987
Skills
Team Building, Financial Statements, Balance
Education
University of Vermont 1974 — 1978
B.A;, Communications
Boston
Suffolk Business Law Marco and Micro Economics
Suffolk University
University of Vermont
BA, Communications
Goldman Sachs 10,000 Small Businesses January 2014 - Present
ACR Capital January 2012 - Present
The Home Savings & Loan Company of Youngstown, OH February 2010 - October 2012
The Walton Johnson Group February 2007 - October 2009
KeyBank July 2000 - January 2007
Citicorp Leveraged Capital 1987 - 1990
Bank of Boston 1985 - 1987
Skills
Management Consulting, Risk Management, Business Analysis, Project Management, Corporate Finance, Strategic Financial..., Strategy, Investment Banking, Capital Markets, Loans
Education
University of Michigan 1983 — 1985
Master of Business Administration (MBA), Finance, General
Smith College 1978 — 1982
Bachelor of Arts (BA), Economics
Hach March 2015 - Present
Find Import May 2012 - July 2014
Bank of Boston March 2003 - June 2010
Itaú Unibanco June 1997 - March 2003
Skills
Gestão, Microsoft Office
Education
The University Center of FEI 1992 — 1998
Bachelor of Engineering (B.E.), Industrial Production Technologies/Technicians
Woods Hole Golf Club 2014 - Present
Wellesley Country Club 2012 - 2014
Berwick Management, Inc 1985 - 2012
Gotaas-Larsen Shipping Corporation 1988 - 1999
Gulf Resources & Chemical Corporation 1985 - 1988
Bank of Boston 1969 - 1985
Education
The Tuck School of Business at Dartmouth 1964 — 1966
Master of Business Administration (M.B.A.)
Trinity College-Hartford 1960 — 1964
Bachelor’s Degree
Broadview Networks June 2000 - Present
People's Savings Bank May 1999 - June 2000
Bank of Boston 1994 - 1999
US Army 1993 - 1997
Skills
Sales, Microsoft Office, Leadership, Wireless, Telecommunications, VoIP, Managed Services, Call Centers, Telephony, Management, Direct Sales
Education
Stonehill College 1993 — 1993
Fontbonne Academy 1988 — 1992
High School
Atlantic Trust Acct AdminState Street2002 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Bank Of Boston 1996 - 1996
Education
Stonehill College
Harvard Business School Executive Education February 2007 - Present
Harvard Business School Executive Education February 2006 - April 2007
Putnam Investments 2005 - 2006
Putnam Investments 1996 - 2005
Putnam Investments 1992 - 1996
Bank of Boston 1985 - 1992
Skills
Marketing Communications, Social Media Marketing, Financial Services, Integrated Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Online Advertising, Direct Marketing, Corporate Communications, Lead Generation, Market Research, Strategic Planning, Marketing, Competitive Analysis, Analytics, Direct Mail, Advertising, Management, Creative Direction, Online Marketing
Education
Harvard Business School Executive Education
Strategic Marketing Management Program
Simmons College 1990 — 1992
Master of Science, Communications Management
Saint Michael's College 1981 — 1985
Bachelor of Arts, Journalism
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
Clarke Schools for Hearing and Speech December 2013 - Present
TD Bank January 1996 - November 2013
Bank of Boston January 1990 - January 1996
Skills
Public Speaking, Commercial Lending, Credit Analysis, Acquisition Analysis, New Business Development, Fundraising, Negotiation, Strategic Planning, Retail Banking, Salesforce.com, Customer Service, Customer Acquisition, Customer Experience, Philanthropy, Petroleum, Sales Presentations, Business Valuation, Leadership, Nonprofits, Staff Development, Mergers & Acquisitions, Management, Financial Analysis, Program Management, Start-ups, Training, Loans, Marketing, Event Planning, Banking, Small Business, Finance, Leadership Development, Small Business Lending, Qualifying Prospects, Strategic Prospecting, Cold Calling, Community Outreach, Time Management, Networking, Credit, Investments, Commercial Banking, Coaching, Business Development, Entrepreneurship, Research, Commercial Mortgages, Consumer Lending, Strategy
Education
Suffolk University
Bishop Feehan High School June 2015 - Present
ACI Worldwide November 2011 - June 2015
Clear2Pay Americas September 2005 - November 2011
S1 March 1998 - September 2005
Bank of Boston June 1989 - March 1998
Skills
SaaS, Financial Services, Enterprise Software, Strategic Partnerships, Product Marketing, Cloud Computing, Business Strategy, Start-ups, Credit Cards, E-commerce, Executive Management, Solution Selling, Integration, Business Development, New Business Development, Vendor Management, Go-to-market Strategy, Mergers, Sales Management, Debit Cards, Project Management, Sales, Payments, Strategy, Commercial Banking
Education
St. Lawrence University 1985 — 1989
BA
Salve Regina University May 2008 - Present
Salve Regina University January 2012 - November 2014
Dean College January 2011 - December 2013
Newbury College August 2011 - December 2011
Community Health Charities of New England July 2008 - July 2010
Work Opportunities Unlimited March 2005 - July 2007
United Way Of Rhode Island August 2004 - December 2004
Fleet Bank January 2000 - February 2003
Actors' Collaborative 1995 - 2001
Bank of Boston 1995 - 2000
Skills
Non-profits, Fundraising, Organizational..., Business Strategy, Employee Relations, Higher Education, Public Speaking, Customer Relations, Coaching, Event Planning, Teaching, Word, Event Management, Microsoft Office, Problem Solving, Customer Service, Planning, PowerPoint, Excel, Team Building, Administration, Mentoring, Change Management, Leadership Development, Microsoft Word, Microsoft Excel, Project Planning, Leadership, Nonprofits, System Administration, Social Media, Community Outreach, Social Networking, Editing, Research, Public Relations, Management, Marketing, Time Management, Training, Staff Development, Program Development, Business Development, Volunteer Management, Career Development, Grant Writing, Student Development, Human Resources, Curriculum Design, Grants
Education
Salve Regina University 2004 — 2006
Master's in Business Administration, Business Administration
Southern New Hampshire University 1978 — 1982
Bachelor of Science, Hotel, Restaurant and Tourism Management
Franklin High School 1974 — 1978
College Prep
CA Technologies November 2009 - Present
CA Technologies 2009 - Present
RSH Consulting Inc. October 2004 - November 2009
OneBeacon Insurance 2000 - 2003
Bank of Boston 1984 - 1999
Skills
Mainframe, Endeavor, Security, Leadership, z/OS, Enterprise Software, Agile Methodologies, Release Management, SDLC, Software Development, SaaS, Enterprise Architecture, Sales Enablement, Software Project..., IBM Mainframe, Cloud Computing, Requirements Analysis, DB2, Solution Architecture, ITIL
Education
Rhode Island College
Bachelor of Arts (BA), Mathematics and Computer Science
Shoot for the Cure Foundation January 2013 - Present
Arlington June 2002 - Present
Rural Water Ventures January 2001 - May 2013
Fleet Bank 1993 - 2001
Bank of Boston June 1989 - August 1994
Skills
Product Management, Direct Sales, Marketing Communications, Marketing Strategy, Proposal Writing, Event Planning, Events Coordination, Conference Coordination, Planning Budgeting &..., Written & Oral..., Public Speaking, Product Development, Fundraising, Accounting
Education
Simmons College - Simmons School of Management 1995 — 1998
Masters of Business Administration, Business Administration and Management
University of New Hampshire 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Alston & Bird LLP February 2015 - Present
Alston & Bird LLP April 2011 - February 2015
Alston & Bird LLP September 2010 - April 2011
Alston & Bird LLP May 2004 - September 2010
Alston & Bird LLP April 1998 - May 2004
Babson College November 1995 - April 1998
Trellis Network Services September 1994 - November 1995
Shawmut Bank April 1994 - September 1994
Bank of Boston July 1991 - April 1994
Bank of Boston July 1989 - July 1991
Skills
Networking, Project Management, Software Documentation, Technical Support
Education
Stonehill College 1985 — 1989
BA, Economics
Boston College High School 1981 — 1985
MFS Investment Management June 2012 - Present
MFS Investment Management October 2011 - June 2012
Wellington Management 2007 - June 2011
Wellington Management 2003 - 2007
Wellington Management August 2000 - 2003
MetLife 1998 - 2000
New England Financial 1997 - 1998
Bank of Boston 1994 - 1997
Bank of Boston 1992 - 1994
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Syracuse University 1987 — 1991
BA, Mathematics
International Business Initiatives LLC January 2008 - Present
First East Side Savings Bank March 2012 - October 2012
IFG Project Resourcing February 2010 - March 2012
Bank of America October 2004 - December 2007
Bank of America, Mexico August 1994 - September 2004
Bank of Boston 1991 - 1994
Bank of Boston 1990 - 1991
Bank of Boston 1988 - 1990
Bank of Boston 1983 - 1988
Skills
Risk Management, Leadership, Due Diligence, Financial Analysis, Mergers, Strategy, Change Management, Investment Banking, Management, Accounting, Restructuring, Team Building, Business Strategy, Capital Markets, Commercial Banking, Financial Modeling, Financial Risk, Auditing, Budgets, Financial Services, Strategic Planning, Analysis, Internal Audit, Internal Controls, Banking, Management Consulting, Recruiting, Business Development, Portfolio Management, Derivatives, Credit Risk, Private Equity, Treasury Management, Credit Analysis, Process Improvement, Executive Management, Investments, Operational Risk..., Valuation, Asset Management, Enterprise Risk..., Business Planning, Corporate Governance, Governance, Managerial Finance, Sarbanes-Oxley Act, Consolidation, Acquisition Integration, Business Process..., Mergers
Education
Southern New Hampshire University 1991 — 1993
MBA, Business Administration
Southern New Hampshire University 1975 — 1979
BS, Accounting
Fannie Mae January 1991 - August 2012
Bank of Boston 1986 - 1990
Skills
Structured Finance, SDLC, Asset Managment, Mortgage Lending, Risk Management, Portfolio Management, Loans, Valuation, Asset Management, Banking, Capital Markets, Fixed Income, Credit, Financial Services
Education
The George Washington University
Ampersand, Inc. October 2009 - Present
CCTV, Inc. 2012 - 2014
Ampersand, Inc. February 1992 - August 1997
Bank of Boston September 1981 - February 1992
Skills
Program Development, Marketing Communications, Strategic Partnerships, Nonprofits, Video Production, Fundraising, Public Relations, Program Management, Entrepreneurship, Volunteer Management, Community Outreach, New Business Development, Corporate Communications, Change Management, Social Media, Editing, Blogging, Marketing, Sales, Account Management, Non-profits, Research, Web Marketing, Customer Service, Digital Media, Start-ups, Press Releases, Strategy, Event Management, Desktop Publishing, Newsletters, Web Content, Strategic Communications, Digital Marketing, Strategic Planning, Public Speaking, Email Marketing, Event Planning, Market Research, Consulting, Speech Writing, Social Media Marketing, Process Improvement, Media Relations, Small Business, Organizational..., Project Management, Leadership Development, Publicity, Publishing
Education
Simmons College 1977 — 1981
B.A., Communications
Heritage Global Capital June 2015 - Present
Nations Equipment Finance May 2013 - June 2015
CompanionWay Capital, LLC March 2011 - May 2013
DeNova Capital, LLC November 2008 - March 2011
Textron Financial October 2007 - October 2008
DeNovo Capital, LLC January 2002 - October 2007
GMAC Financial January 2000 - January 2002
Transamerica 1998 - 2000
SunTrust Leasing November 1996 - January 1998
Bank of Boston 1989 - 1996
Skills
Asset Based Lending, Commercial Lending, Factoring, Middle Market, Commercial Finance, Loans, Small Business Lending, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Commercial Real Estate, Executive Management, Strategy, Capital, Syndications, Working Capital..., Finance, Investment Banking, Business Development, Cash Flow Lending, Mergers & Acquisitions, Mezzanine, Funding, Credit, Financial Services, Restructuring, Corporate Finance, Underwriting, Private Equity, Investments, Lines Of Credit, Real Estate, Equities, New Business Development, Commercial Banking, Financial Structuring, Credit Risk, Loan Origination, Structured Finance
Education
The University of Georgia
BBA, Finance
Rexer Analytics January 2002 - Present
Digitas June 2002 - June 2003
Painted Word June 2000 - January 2002
Customer Analytics January 2000 - May 2000
Fleet Bank June 1997 - December 1999
Bank of Boston August 1995 - June 1997
Holy Cross September 1994 - August 1995
Skills
Data Mining, Pattern Recognition, Statistical Inference, Customer Lifecycle..., Predictive Modeling, Logistic Regression, Decision Trees, Hypothesis Testing, SPSS, Statistics, Segmentation, Forecasting, Analytics, Statistical Modeling, Data Analysis, Business Analytics, Data Visualization, Quantitative Research, Market Research, Database Marketing, Predictive Analytics, Text Mining, Customer Insight, Text Analytics, Oracle Data Mining, Customer Analysis, SAS, Data Warehousing, Data Science, Customer Retention, Strategy, Direct Marketing, Survey Research, Marketing Analytics, Quantitative Analytics, Survey Design, Big Data, Analysis, Entrepreneurship, Consumer Behaviour, Competitive Intelligence, ROMI, Thought Leadership, Business Insights, Consulting, Go-to-market Strategy, Strategic Consulting, R, Natural Language..., CRM
Education
University of Connecticut 1988 — 1993
PhD
The Ohio State University 1982 — 1986
Bachelor of Arts (BA)
Iron Mountain September 2008 - Present
Richard Tierney 2001 - 2008
Bank of Boston 1994 - 2000
Skills
Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Forecasting, Finance, Process Improvement, Banking
Education
Stonehill College 1977 — 1981
B.S. B.A.
State Street February 1999 - Present
Bank of Boston 1998 - 1999
State Street Bank 1996 - 1999
American Student Assistance 1992 - 1996
Knapp Shoe 1991 - 1992
Skills
Process Improvement, Financial Analysis, Financial Metrics, Budget Models, Staffing Models, Mentoring, Strategic Financial..., Risk Management, Financial Accounting, Budgets, Mergers & Acquisitions, Financial Reporting
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Salem State College
Business
Virtus Real Estate Capital July 2011 - Present
Superfund USA, Inc April 2009 - February 2011
Stanford Group Company September 2004 - March 2010
Standard Bank London Ltd. December 2002 - September 2004
First National Bank 1999 - 2002
First Union Securities Inc. 1997 - 1999
Banco Rio de la Plata 1996 - 1997
Standard Chatered Bank 1993 - 1996
First Interstate Bank 1986 - 1993
Bank of Boston 1983 - 1985
Skills
Wealth Management, Investment Advisory, Alternative Investments, Securities, Equities, Series 7, Asset Allocation, Financial Advisory, Hedge Funds, FINRA, Mutual Funds, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Management, Investment Strategies, Investments, Series 63, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Bonds, Asset Management, Financial Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
ma, economics and Latin american studies
The Johns Hopkins University 1978 — 1982
ba, political science
IBM June 2013 - Present
IBM 2012 - 2015
IBM Rational Software October 2000 - June 2012
Bank of Boston January 1996 - October 2000
BankBoston February 1994 - January 1996
Skills
IOT, Enterprise Software, Software Project..., Agile Methodologies, Requirements Analysis, Management, Enterprise Architecture, Software Development, Integration, SDLC, Pre-sales, Cloud Computing, SaaS, Solution Architecture, Leadership, Program Management, Business Intelligence, Perl, Human Resources, Unix, Sales, Virtualization, SQL, Project Management, IT Strategy, Business Analysis, Change Management, Networking, SOA
Education
Suffolk University - Sawyer Business School 1984 — 1988
BS, Finance
Homesite Insurance April 2007 - Present
Assurant Employee Benefits December 2004 - April 2007
RI Department of Motor Vehicles January 2004 - December 2004
Sungard Insurance October 1997 - September 2003
Harvard University April 1996 - October 1997
Fleet Services Corporation September 1994 - April 1996
Bank of Boston November 1991 - September 1994
Commercial Union 1985 - 1991
Skills
24x7 Production Support, Application Support, Microsoft SQL Server, Job Scheduling, Databases, SQL, COBOL, Process Improvement, ITIL Certified, Microfocus, Oracle, Software Development
Education
Suffolk University 1983 — 1985
Bachelor of Science (BS), Finance, General
Harvard Business School's IT Department October 2012 - Present
Magenics February 2011 - September 2012
Computer Sciences Corporation September 2009 - February 2011
Sun Life Financial January 2008 - September 2009
Massachusetts Port Authority September 2000 - December 2007
Bank of Boston June 1997 - August 2000
Lockheed Martin July 1994 - April 1997
Technautics August 1993 - June 1994
Martin Marietta August 1990 - July 1993
Skills
Project Management, Microsoft Office, Decision Analysis, Quality Assurance, Program Management, Strategic Planning, Team Leadership, Team Building, Change Management, Process Improvement, SDLC, Analysis, Risk Management, Requirements Analysis, Project Planning, Integration, Security, Governance, IT Strategy, Enterprise Architecture, Business Intelligence, CRM, SharePoint, Testing, Team Management, Software Documentation, PMP, Leadership, Software Development, Management, Microsoft SQL Server, Telecommunications, Agile Project Management, Business Analysis, Visio, PMO, Project Portfolio..., Business Process..., Vendor Management, Business Process, Software Project..., MS Project, Training, Systems Analysis, IT Management, Cross-functional Team..., Requirements Gathering, Resource Management
Education
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Accounting
University of Pennsylvania 1986 — 1990
BS, Systems Engineering with Dual Focus in Transportation and Computer Science
Lamar High School 1983 — 1986
High School, High School Diploma
Wolf Greenfield November 2001 - Present
Wolf, Greenfield & Sacks, P.C. 2001 - Present
Agency.com September 2000 - September 2001
Putnam Investments July 1999 - September 2000
Bank of Boston September 1997 - July 1999
Skills
Patent Prosecution, Microsoft Exchange, Hardware, Laptops, Networking, Software Installation, Troubleshooting
Education
Stonehill College 1991 — 1995
BA, Psychology, Sociology
SAP February 1998 - Present
Sybase 1998 - 2012
Intellidex 1996 - 1998
Bank of Boston 1981 - 1996
State of NH 1984 - 1985
Skills
Enterprise Software, Operating Systems, Software Development, Sybase, Agile Methodologies, Distributed Systems, Unix, Linux, Solaris, Enterprise Architecture, Software Project..., Cloud Computing, Start-ups, Databases
Education
Salem State University
Holcim Inc. June 2008 - Present
Bank of Boston 1990 - 1993
BankBoston 1990 - 1992
Education
Ryerson University 1975 — 1979
Systems Marketing, Inc. June 1994 - Present
Leasing Technologies International, Inc. 1987 - 1994
Bank of Boston 1982 - 1987
Skills
Cloud Computing, Solution Selling, New Business Development, Process Improvement, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
Master of Business Administration (MBA), Finance
Pace University 1977 — 1980
Bachelor of Science (BS), Chemistry
TD Bank NA October 2008 - Present
Sovereign Bank 2005 - September 2008
State Street Bank 1997 - 2003
ABN AMRO 1995 - 1996
Bank of Tokyo-Mitsubishi 1990 - 1995
Bank of Boston 1986 - 1990
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Risk Management, Credit Risk, Mutual Funds
Education
BankStreet College
MS, Supervision & Administration
Syracuse University
BS
Bridge Bank April 2015 - Present
Silicon Valley Bank August 2007 - 2015
Sovereign Bank August 2003 - August 2007
Bank of Boston January 1990 - April 1996
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Credit, Small Business Lending, Loans, Treasury Management, Lines Of Credit, Relationship Management, Underwriting, Cash Management
Education
Suffolk University 1984 — 1988
BS - Business Administration, Finance
Womenade of Greater Squamscott May 2012 - Present
Squamscott Community Commons October 2007 - February 2011
Bank of Boston 1981 - October 1994
Skills
Community Outreach, Event Planning, Program Development, Event Management, Annual Giving, Social Media, Fundraisers, Board Development, Research, Volunteer Recruiting, Prospect Research, Resource Development, Database Administration, Fundraising, Nonprofits, Community Organizing, Community Development, Non-profit...
Education
Suffolk University 1983 — 1986
Commonfund November 1999 - June 2001
Commonfund November 1998 - November 1999
Commonfund October 1997 - October 1998
Bank of Boston July 1996 - October 1997
Ogilvy & Mather 1990 - 1991
Education
Pepperdine University 1992 — 1996
MA, Education
Wells College 1986 — 1990
BA, English
John Jay High School 1983 — 1986
Paychoice October 2005 - Present
Community Phone Book 2001 - 2004
Eastern Bank 1997 - 1998
Bank of Boston 1980 - 1994
Skills
Cold Calling, Salesforce.com
Education
Salem State University 1979 — 1980
ADM Fundraising 1995 - Present
Harvard University 1986 - Present
Bank of Boston 1983 - 1986
Skills
Planned Giving, Higher Education, Annual Giving, Philanthropy, Stewardship, Public Speaking, Fundraising, Prospect Research, Fundraisers, Alumni Relations, Community Outreach, Volunteer Management, Board Development, Nonprofits, Grant Writing, Non-profit..., Grants, Program Evaluation, Program Development
Education
Smith College 1979 — 1983
AB, Economics
DBRS Inc. September 2009 - Present
Moody's Investors Service February 1995 - November 2007
Harvard Community Health Plan January 1994 - January 1995
Bank of Boston July 1989 - June 1993
Faulkner Hospital January 1987 - June 1989
Litton Industries June 1985 - December 1986
Skills
Cross-functional Team..., Relationship Management, Policy, Human Resources, Business Process..., Forecasting, Strategy, Project Management, Budgets, Analysis, Leadership, Project Planning, Negotiation, Banking, Management, Business Planning, Finance, Performance Management, Strategic Planning, Business Development, Risk Management
Education
The University of Connecticut School of Business
BS, Business Administration & Accounting
The Visionaries 2004 - Present
Nidec 2000 - 2001
Gatti & Associates 1996 - 2000
Bank of Boston 1988 - 1995
Education
Simmons College 1983 — 1987
BA, Management & Psychology
Bank of America January 1996 - Present
Bank of Boston January 1992 - January 1996
Analog Devices May 1985 - January 1992
Education
Salve Regina University 2012 — 2015
Master of Arts (M.A.), Holistic Leadership
Western New England College 1981 — 1985
Bachelor of Science (BS), Computer Information Systems
Harvard University November 2011 - Present
Harvard University August 2008 - November 2011
Fidelity Investments November 2006 - December 2009
Fidelity Investments October 2001 - November 2006
Authoria September 2000 - July 2001
Bank of Boston August 1996 - May 2000
Fidelity Investments June 1994 - July 1996
Bank of Boston June 1992 - June 1994
Skills
Employee Benefits, Human Resources, Vendor Management, Program Management, Talent Management, CRM, Management, Deferred Compensation, PeopleSoft, Analysis, Project Management, Personnel Management
Education
Suffolk University Law School 1996 — 2000
JD, Law
University of Massachusetts, Amherst 1971 — 1975
BA, Political Science
Adamas Partners May 2000 - Present
Cambridge Associates August 1996 - May 2000
Bank of Boston October 1992 - June 1994
Chancellor Corporation May 1985 - June 1992
Skills
Hedge Funds, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Finance, General
Tufts University 1982 — 1985
Bachelor's degree, Early Childhood Education and Teaching
Phillips Academy
Bank of Boston 1995 - 1999
Avon 1993 - 1998
Bloomingdale's 1985 - 1987
Skills
Marketing Strategy, Business Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA)
Simmons College
Bachelor of Arts (BA)
Temple University, Japan Campus
Certificate in Nongovernmental Organization Management
Rivington Capital Advisors, LLC January 2002 - Present
McDonald Investments June 2000 - January 2002
Bank of Boston June 1999 - June 2000
ING Bank January 1998 - June 1999
Skills
Investment Banking, Private Placements, Private Equity, Leveraged Finance, Capital Markets, Valuation, Venture Capital, Financial Modeling, Syndications, Corporate Finance, Due Diligence, Financial Structuring, Strategy, Project Finance, Acquisitions, Investor Relations, Energy, Divestitures, Structured Finance, Emerging Markets, Finance, Entrepreneurship, Alternative Investments, Corporate Governance, Executive Management, Economics, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Capital Raising, Business Valuation, Restructuring, Joint Ventures, Risk Management, Trading, Investments, IPO, M&A experience, Hedge Funds, Asset Management, Corporate Development, LBO, Mergers, Start-ups
Education
University of Denver - Daniels College of Business 1995 — 1997
MS Finance, Finance, General
Southern Methodist University 1987 — 1991
BA, History
Citizens Financial Group September 2013 - Present
RBS Citizens, N.A. January 2011 - August 2013
RBS Citizens N.A. September 2009 - December 2010
Wells Fargo Foothill August 2006 - April 2009
Banc of America Securities LLC March 2004 - August 2006
FleetBoston Financial September 1999 - March 2004
Fleet Bank March 1996 - September 1999
Bank of Boston March 1993 - March 1996
US Army November 1975 - August 1979
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1982
MBA, Accounting/Finance
University of New Hampshire 1979 — 1980
MPA, City Administration
Randolph-Macon College 1971 — 1975
BA, Fun
Moses Brown School 1963 — 1970
Webster Bank September 2010 - October 2012
Sun Life Financial July 2008 - September 2010
Sun Life Financial March 2000 - July 2008
Bank of Boston July 1995 - February 2000
The Shawmut 1972 - 1995
Skills
Banking, Internal Audit, Compliance, Insurance, Audit Committee, SOX, Auditing, Audit, Executive Management, Investments, Risk Management, Risk
Education
The University of Connecticut School of Business 1976 — 1978
MBA, Finance
The University of Connecticut 1968 — 1972
BS, Accounting
Bank of America 2004 - 2009
Fleet Financial Group 2000 - 2004
BankBoston 1976 - 2000
Bank of Boston 1978 - 1999
Skills
Banking, Commercial Banking, Retail Banking, Credit, Loans, Coaching, Commercial Lending, Consumer Lending, Credit Cards, Small Business Lending, Cross Selling, Vendor Management, Risk Management
Education
Suffolk University 1987 — 1989
MBA, Business Administration
Simmons College 1982 — 1986
BS, Business Management
Thirsty Dog Media, LLC 2010 - Present
Swift Transportation & Team Drive-away January 2013 - 2015
ComputerPREP / Prosoft Learning / Certification Partners June 1997 - October 2010
Aquila Consultants 1995 - 1997
Bank of Boston 1992 - 1995
Tourist Industry 1988 - 1989
Various High Tech Companies including Tandem, Pyramid and Vicom 1978 - 1987
Skills
Business Travel, Systems Integration, Training, Technical Presentations, Client Presentation, Cross-functional Team..., Management, Communication, Organization Skills, Handle Multiple..., E-commerce, System Testing, Troubleshooting, DOT Regulations, CDL Class A, Travel Planning, Leisure Travel, Program Management
Education
Simmons College, Boston MA 1990 — 1992
Bachelor's Degree, Computer Science, Dean's List
American School of Tanger, Morocco
High School, senior year
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
Randolph Savings Bank May 2008 - Present
Eastern MA Compliance Network 1998 - 2012
Slade's Ferry Bank April 2005 - April 2007
Cambridgeport Bank 2001 - 2003
Healy & Healy July 1996 - September 2001
Bank of Boston May 1994 - July 1996
FDIC 1992 - 1994
Skills
Internal Audit, Financial Risk, Auditing, Risk Management, AML, CRCM, Bank Secrecy Act, Banking, Fraud, Compliance, Operational Risk, Financial Services, Anti Money Laundering, Mortgage Lending, Retail Banking, Enterprise Risk..., Consumer Lending
Education
Stonehill College 1987 — 1991
Bachelors, Criminal Justice
Oliver Ames High School
Oliver Ames High School
North Central Massachusetts Development Corp. 2007 - Present
Webster First Federal Credit Union 2000 - 2005
Several Banks in CT & MA 1976 - 2005
Market Intelligence 1996 - 2000
Bank of Boston 1994 - 1996
Worcester County Institution for Savings 1991 - 1994
Merchants National Bank 1989 - 1991
Home National Bank 1986 - 1989
Consumers Savings Bank 1983 - 1986
Connecticut Bank & Trust 1977 - 1983
Skills
Budgets, Loans, Credit, Finance, Microsoft Excel, Customer Service, Banking, Strategic Planning, Commercial Lending, Leadership, Risk Management, Team Building, Sales
Education
Southern Connecticut State University 1961 — 1963
Liberal Arts
Oliver Associates January 1999 - Present
Tufts Health Plan January 1999 - September 2006
NECX June 1996 - January 1999
Tufts Health Plan November 1993 - May 1996
Bank of Boston January 1993 - October 1993
ISI Systems, Inc. November 1988 - January 1993
BayBanks, Inc. November 1987 - November 1988
Wheaton College August 1983 - June 1985
Skills
Succession Planning, MBTI, Strategic Planning, Talent Management, Staff Development, Executive Coaching, Training, Management, Performance Management, Organizational..., Coaching, Leadership Development, Management Consulting, Employee Training, Management Development, Workshop Facilitation, Career Development
Education
Wheaton College (MA) 1979 — 1983
BA, French, Astronomy
Salem State University
Master’s Degree, MEd, Community Counseling
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Deloitte Corporate Finance October 2011 - Present
GE Commercial Finance 1998 - October 2011
Bank of America February 1993 - April 1998
Bank of Boston 1992 - 1994
Bankers Trust Company January 1989 - May 1991
Skills
Asset Based Lending, Middle Market, Corporate Finance, Private Equity, Mergers, Mezzanine, Mergers & Acquisitions, Financial Structuring, Equities, Cash Flow Lending, Portfolio Management, Leveraged Finance, Capital Markets, Structured Finance, Commercial Lending, Factoring, Finance, Investment Banking, Loans, Valuation, Financial Modeling, Banking, Venture Capital, Due Diligence, Restructuring, Funding, LBO, Credit Analysis, Project Finance, Credit, Executive Management, M&A experience, Corporate Development, Debt Restructuring, Divestitures, Acquisition Integration, Business Valuation, Renewable Energy, Treasury Management
Education
The Citadel 1980 — 1984
BS, Business Administration
MCG Partners November 2008 - Present
Career Transition Advisors November 2008 - Present
Bank of Boston 1969 - 2004
FleetBoston Financial 1969 - 2004
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, International Business
University of Pennsylvania 1965 — 1967
MA, International Relations
The College of Wooster 1961 — 1965
BA, History
Rabobank April 2006 - Present
SVB Asset Management March 2005 - March 2006
ABN AMRO 2001 - 2005
Bank of Boston 1991 - 2001
Education
Simmons College 1987 — 1991
BA, Finance/Economics
Newburyport High School 1984 — 1987
Bank of America August 2014 - Present
Bank of America July 2010 - August 2014
Fleet Bank 2000 - 2004
Bank of Boston 1979 - 2000
Skills
AML, Commercial Banking, Banking, CAMS, Credit Risk, Economic Sanctions, Financial Risk, Operational Risk, Operational Risk..., Risk Management, Certified Anti-Money...
Education
Stonehill College
Patriot National Bank October 2014 - Present
Santander Bank, N.A. August 2013 - October 2014
The Greenwich Bank & Trust Company, N.A. January 2012 - August 2013
Credit Suisse June 2008 - January 2012
E&D WEB May 1996 - June 2008
Alliance Mortgage May 1994 - May 1996
Bank of Boston May 1993 - May 1994
First Fidelity June 1991 - May 1993
Skills
Series 7, Series 66, Debt, Equities, Investments, Loans, Asset Management, Real Estate, Financial Analysis, Portfolio Management, Mortgage, Investment Banking, Credit Analysis, Private Equity, Fixed Income, Wealth Management, Trading, Banking, Credit, Valuation, Structured Finance, Mortgage Lending
Education
Roanoke College 1986 — 1991
BA, Political Science, Spanish
Greenwich High School 1983 — 1986
Fidelity Investments June 2009 - Present
Fidelity Investments December 1988 - November 2008
Bank of Boston March 1982 - May 1987
Education
Saint Anselm College 1976 — 1980
BA, Business & Economics
Dun & Bradstreet June 2010 - Present
Metavante October 1995 - June 2009
Bank of Boston 1991 - September 1995
Skills
Program Management, Project Management, Team Leadership, CRM, Risk Management, Management, Leadership, Project Planning, Team Building, Product Development, SDLC, Software Project..., Analysis, Business Analysis, Business Intelligence, Business Process, IT Strategy, Integration, Management Consulting, PMP, Process Improvement, Product Management, Requirements Analysis, Visio
Education
The Johns Hopkins University
Master of Science, Computer Science
University of Maryland College Park
Bachelor of Science, Computer Science
Boston Academy of English VP AdvocacyEnglishUSA
Bank of Boston 1981 - 1990
Education
St. Lawrence University 1976 — 1980
BA, Economics
Technology Consultant 2003 - Present
Planning Board member 2003 - 2015
Law Office of James Thomas Kinder, Esq. September 2012 - December 2012
Bank of Boston 1985 - 1990
H.C.W. Inc 1983 - 1985
Skills
Westlaw, Legal Research, Legal Writing, Microsoft Office, Computer Maintenance, Windows, iOS, Mac OS X, Notary Public
Education
Wellesley College 1979 — 1983
B.A., American Studies
Suffolk University 2009 — 2012
Certificate, Paralegal Program
Xerox State & Local Solutions, Inc. May 2011 - Present
D.F. King & Co., Inc January 1999 - June 2011
Boston EquiServe January 1988 - January 1999
EquiServe (now Computershare) 1996 - 1998
Bank of Boston 1987 - 1997
Skills
Financial Services, Vendor Management, Mergers & Acquisitions, Process Improvement, Risk Management, Strategic Planning, Management, Financial Analysis, Account Management, Project Management, Leadership, Analysis
Education
Providence College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
South Shore Mental Health September 2010 - Present
Willmott & Associates June 2010 - July 2010
Hatherly Elementary School October 2002 - June 2010
Free Career Services, One Life at a Time February 2010 - April 2010
Aim Personnel January 2010 - January 2010
Talbots Corporate Office July 1996 - October 1996
Bank of Boston April 1996 - July 1996
WearGuard August 1995 - February 1996
Staples Corporate Office July 1994 - August 1995
Staples Corporate Office February 1991 - July 1994
Skills
Recruiting, Interviews, Sourcing, Hiring
Education
Simmons College
Bachelor of Science, Management
Rhode Island School of Design 2011 - Present
Mind Your Manors LLC October 2009 - Present
Liberty Mutual March 2004 - April 2007
Newmarket International, Inc. an Amadeus company 2002 - 2003
Fidelity Investments October 2000 - April 2002
Self Employed October 1998 - July 2000
Bank of Boston 1994 - 1998
Skills
Small Business, Public Speaking, Team Building, Project Management, Marketing, Nonprofits, Vendor Management, Sales, Marketing Strategy, Event Planning, Disaster Recovery, Leadership, Art, Insurance, Non-profits, Process Improvement, Marketing Communications, Management, Infrastructure, Strategy, Consulting, Program Management, Customer Service
Education
Rhode Island School of Design 2008 — 2010
CE Certificate, Appraisal Studies in Arts & Antiques
University of Maine at Orono
BA, Journalism
Aflac June 2015 - Present
Rockland Federal Credit Union November 2014 - March 2015
Rockland Trust April 2009 - September 2014
Bank of America January 2000 - March 2009
BankBoston January 1995 - December 1999
Bank of Boston January 1994 - December 1994
Multibank Service Center, a division of Multibank Financial January 1988 - December 1993
Skills
Loans, Banking, Retail Banking, Financial Services, Relationship Management, Loan Origination, Consumer Lending, Credit, Commercial Lending, Risk Management, Commercial Banking, Marketing, Sales, Credit Analysis, Financial Analysis, Underwriting, Business Development, Cash Management, Portfolio Management, Leadership, Mortgage Lending, Enrollment Management, Finance, Investments, Student Financial Aid, Strategic Financial..., Small Business, Customer Retention, Financial Modeling, Admissions, Retirement Planning, Call Centers, Insurance, Retaining Customers, Executive Management, Training, Coaching, Career Development, Leadership Development, Time Management, Process Improvement, Analysis, Strategy, Management, Customer Service
Education
Suffolk University - Sawyer School of Management 1976 — 1979
Bachelor's Degree, Management, 3.5
Westfield State College 1974 — 1976
Associate (2 years), Music, 3.75
Hingham HS
Hingham HS
Hingham HS
Harvest Fund Management (HFM) March 2010 - March 2014
Weston Capital Management December 2002 - December 2008
WESTON CAPITAL MANAGEMENT, LLC January 2004 - January 2008
CITIGROUP ALTERNATIVE INVESTMENTS, INC January 2002 - January 2004
Citibank (Banamex USA) December 2001 - December 2002
VALUE ASSET MANAGEMENT, INC January 1995 - January 2001
OLYMPUS PRIVATE PLACEMENT FUND, L.P January 1988 - January 1994
GENERAL ELECTRIC CAPITAL CORPORATION January 1984 - January 1988
BANK OF BOSTON January 1979 - January 1982
Skills
Change Management, Risk Management, New Business Development, Management Consulting, Venture Capital, Entrepreneurship, Asset Managment, Financial Analysis, Marketing Strategy, Due Diligence, Banking, Negotiation, Public Speaking, Business Development, Project Management, Portfolio Management, Asset Management, Business Strategy, Strategic Planning
Education
Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business Administration and Management, General
THE AMOS TUCK SCHOOL OF BUSINESS ADMINISTRATIONDartmouth College
M.B.A
University of Massachusetts, Amherst 1975 — 1979
Bachelor's degree, English Language and Literature, General
UNIVERSITY OF MASSACHUSETTS
B.A, English
Webster Five Cents Savings Bank February 1996 - Present
Bank of Boston 1993 - 1995
Mechanics Bank, Worcester, MA 1978 - 1993
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Banking, Commercial Real Estate..., Loan Origination, Commercial Banking, Consumer Lending, Commercial Mortgages, Mortgage Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Cash Management
Education
New England School for Financial Studies 2011 — 2012
UMass Amherst
Business Administration-Accounting
Quinsigamond Community College
Business Administration
State Street Bank Vice PresidentBank of AmericaJune 2005 - April 2008
Fleet Bank 2000 - 2004
Bank of Boston 1988 - 1999
Education
Providence College 1984 — 1988
BA, Economics
BIIB March 1997 - Present
Biogen Idec 1997 - 2009
Biogen Idec 1997 - 2007
AVON 1995 - 1996
DMB&B 1987 - 1996
bank of boston 1975 - 1986
Education
Phoenix College 2007 — 2011
BBA, Business
Santander Bank-US June 2011 - Present
Eurohypo AG June 2008 - May 2011
LaSalle Bank 2004 - 2007
Fleet Bank 1999 - 2004
Bank of Boston 1987 - 1999
Skills
Real Estate Economics, Capital Markets, Portfolio Management, Asset Management, Due Diligence, Valuation, Investments, Real Estate, Banking, Financial Analysis, Commercial Real Estate, Financial Modeling, Structured Finance
Education
Saint Michael's College 1972 — 1976
BA, Political Science
People's United Bank May 1992 - Present
First Constitution Bank August 1989 - May 1992
Bank of Boston June 1981 - August 1989
Skills
Commercial Banking
Education
The University of Connecticut School of Business 1983 — 1986
Master of Business Administration (MBA)
University of Connecticut 1977 — 1981
Bachelor of Science (BS), Finance
U.S. Trust, Bank of America July 1990 - Present
Bank of Boston March 1985 - June 1990
Skills
Wealth Management, Insurance, Investments, Trust Services
Education
Suffolk University - Sawyer Business School 1990 — 1996
BSBA, Management
Blue Cross Blue Shield September 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - July 2009
South Shore Hospital August 2005 - August 2008
Bank of America August 2004 - May 2005
Fleet Boston February 1999 - August 2004
Bank of Boston May 1976 - February 1996
Education
Providence College 1971 — 1975
BA, Economics
John M Glover Agency 2009 - Present
Health Net June 1994 - 2008
Health Net 2000 - 2004
Health Net 2000 - 2001
Health Net 1997 - 2000
Physicians Health Services 1994 - 1997
Bank of Boston March 1987 - June 1994
Skills
Account Management, Forecasting, New Business Development, Healthcare, Sales Force Development, Strategy, Employee Benefits, Insurance, Sales, Health Insurance, Sales Management, Strategic Planning, Management, Negotiation, Health Savings Accounts, Workers Compensation, Managed Care, Claim, Commercial Insurance, Property & Casualty..., Underwriting, HMO, Health Care Reform, Legal Liability, General Insurance, Life Insurance, Student/Athletic..., Student Accident..., Medicare Advantage, Disability Insurance, Medicare Supplement, Travel Insurance, Dental Insurance, Individual Health..., Employer Health Benefits, Medicare, Medicare Part D, Medicare Prescription..., Term Life Insurance, Whole Life, Employment Practices..., Group Insurance, PPO, D&O, Umbrella Insurance, Casualty, Liability, COBRA, Casualty Insurance, Brokers
Education
The Ohio State University 1983 — 1987
BS, Economic / Finance
Lauralton Hall
High School
Bright Horizons December 2011 - Present
Magic Garden, Inc. October 2005 - December 2011
OneSource Information Services 1999 - 2004
Bank of Boston 1994 - 1996
National Computer Systems 1992 - 1994
SEI 1991 - 1992
SEI 1987 - 1990
SEI 1986 - 1987
SEI 1982 - 1986
Skills
Software Documentation, Process Improvement, Customer Service, Project Management, Testing, Training, Business Analysis, Technical Writing, Public Speaking, Strategic Planning, Microsoft Office, Leadership, Analysis, Research, PowerPoint, Teaching
Education
Smith Management Program 1988 — 1989
Certificate, Management
Smith College 1977 — 1981
A.B., English
Independent June 2003 - Present
Providence Public Schools September 1997 - Present
Itt Financial Corp 1992 - 1997
Bank of Boston September 1990 - September 1992
Dun & Bradstreet and ICC Information February 1987 - August 1989
Skills
Classroom Instruction, Curriculum Design, Teaching, Public Speaking, Writing, Editing, Mentoring, Coaching, Learning Disabilities, Educational Leadership, K-12, Classroom Management, Literacy, Tutoring, Differentiated..., Social Networking, Language Arts, Educational Technology, Fundraising, Lesson Planning, Conflict Resolution, Critical Thinking, Mathematics Education, Training, Data Analysis, Teaching Reading, PowerPoint, IEP, Elementary Education, Teacher Training, Curriculum Development, Smartboard, Social Studies, Behavior Management, Community Outreach, Charter Schools, Volunteer Management, Team Building, Integrating Technology..., Test Preparation, Educational Assessment, RTI, Curriculum Mapping, Curriculum Assessment, Instructional Technology
Education
Bishop Hendricken High School 1976 — 1980
High School Diploma
Syracuse University 1981 — 1985
B.A., Political Science/History
Roger Williams University 1994 — 1997
RI Education Certification/MA, Elementary Education
Tilton School 1980 — 1981
College Preparatory
United Bank January 2015 - Present
People's United Bank January 2008 - January 2015
Bank of Western Massachusetts October 1989 - January 2008
Bank of Boston January 1986 - October 1989
Nations Bank May 1983 - January 1986
Crum & Forster June 1980 - July 1981
Skills
Loans, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Cash Management, Financial Analysis, Asset Based Lending, Cash Flow, Strategic Financial..., Banking, Financial Services, Lines Of Credit, Credit Analysis, Underwriting, Commercial Mortgages, Mortgage Lending, Consumer Lending, Portfolio Management, Retail Banking, Credit Risk, SBA, Loan Origination, Treasury Management, Middle Market, Mortgage Banking, Finance, Commercial Real Estate, Financial Structuring, Relationship Management, Investments, Wealth Management, Construction Loans, Cross Selling, Asset Management, Credit Cards, Securities, Series 63, Mutual Funds, Refinance, Series 7, Risk Management, Capital Markets, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1981 — 1983
MBA, Finance
Rollins College 1976 — 1980
BA, Business
Kimberly Kay, LLC May 2010 - Present
Investment Management Enterprise, Inc. October 2014 - March 2015
Sterilucent, Inc. April 2008 - April 2010
Defense Contract Audit Agency April 1998 - March 2008
Defense Contract Audit Agency April 1991 - March 1998
Defense Contract Audit Agency April 1989 - March 1991
Accountemps July 1988 - March 1989
Bank of Boston February 1986 - June 1988
Skills
Auditing, Internal Controls, Cost Accounting..., Strategy, Management Consulting, Financial Statement..., Budgets, Business Communications, Finance, Payroll, Human Resources, Project Planning, Strategic Forecasting, Analytical Reasoning, Training, Team Building, Pricing, Managerial Finance, General Ledger, Analysis, GAAP, Accounts Receivable, Time Management, Business Strategy, Project Management, Federal Procurement, Financial Analysis, Accounting, Contract Management, Cost Accounting, Sarbanes-Oxley Act, Leadership, Financial Reporting, Strategic Planning, Public Speaking, Nonprofits, Management, Customer Service, Financial Statements, Accounts Payable, Process Improvement, Microsoft Office, Government Contracting, Federal Government, GAAP Standards, Standards Compliance
Education
Satell Center for Executive Education On-line 2009 — 2010
Mini-MBA, Human Resources Management/Personnel Administration, General
St. Catherine University 1981 — 1985
BA, Business Administration Emphasis: Accounting
People's United Bank January 2012 - Present
People's United Bank May 2004 - December 2011
Fleet Bank June 1999 - May 2004
Bank of Boston September 1993 - June 1999
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Portfolio Management, Small Business Lending, Lines Of Credit, Underwriting, Asset Based Lending, Mergers & Acquisitions, Consumer Lending, Commercial Mortgages, Mortgage Lending, Loan Origination, Mortgage Banking, Banking, Refinance, Cash Management, Retail Banking, Credit Risk, Investments, Cross Selling, Relationship Management, Treasury Management, Middle Market, Financial Structuring, Finance, Financial Services, Securities
Education
Saint Michael's College
PayChoice 2005 - Present
Community Phonebook Company 2000 - 2004
Bank of Boston 1980 - 1995
Skills
Cold Calling, Sales Process, Sales, Account Management, SaaS, Lead Generation, Sales Presentations, Salesforce.com, Solution Selling, Direct Sales, New Business Development, Employee Benefits, Strategic Partnerships, Selling, CRM, Sales Operations
Education
Salem State College 1984 — 1985
Swampscott High School 1976 — 1979
Broadridge 1998 - Present
Bank of Boston 1989 - 1998
Ivy Funds 1985 - 1988
Skills
Asset Managment, Mutual Funds, Global Custody, Project Management, Business Analysis, Investments, Relationship Management, Team Leadership, Defined Contribution, Securities, Equities, Fixed Income, Process Improvement, Financial Services, Middle Office, Account Management, Corporate Actions, Vendor Management, Microsoft Excel, Customer Service, Settlement, Back Office, Business Requirements, Management, Asset Management, Client Services, Training
Education
Stonehill College
BA, English Studies, Business Minor
Office of the U.S. Trade Representative December 2014 - Present
Office of the United States Trade Representative 2010 - December 2014
Office of the United States Trade Representative 2002 - January 2012
Office of the United States Trade Representative August 1998 - April 2002
Office of the United States Trade Representative February 1993 - July 1998
Office of the United States Trade Representative 1990 - 1993
Office of the United States Trade Representative 1989 - 1990
U.S. Export-Import Bank 1989 - 1990
Bank of Boston 1982 - 1986
Skills
Public Policy, Policy Analysis, International..., International Trade, Government, Economics, Policy, Economic Development, Intellectual Property, Program Management, International Relations, Strategy, State Politics, Foreign Policy, Politics, Negotiation, Leadership, Capacity Building, European Union, Start-ups, Commerce
Education
The George Washington University 1986 — 1988
Masters, International Relations
Princeton University 1977 — 1981
B.A., International Politics
Licensing Library Treasury Systems Lead, Project Manager, ConsultantBank of Boston1990 - 1996
Bank of Boston 1987 - 1990
Bank of Boston 1981 - 1987
Education
The George Washington University
The Nest Daycare & Learning Center, Inc. & The Region #15 BAS Program, Inc. 1993 - Present
Bank of Boston 1988 - 1994
Education
Regis College 1976 — 1980
Economics, Accounting
BERETTA APPRAISAL July 2009 - Present
CONWAY TOURS September 2004 - 2010
BANK OF BOSTON April 1986 - April 1993
Skills
Short Sales, Sellers, Condos, Relocation, First Time Home Buyers, Investment Properties, Foreclosures, Single Family Homes, Real Estate, Buyer Representation, Residential Homes, Real Estate Transactions, Selling, REO, Listings, Income Properties, New Home Sales
Education
Rhode Island College 1980 — 1985
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase February 2003 - January 2012
JPMorgan Chase February 1998 - February 2003
JPMorgan Chase November 1996 - February 1998
Barclays Bank PLC October 1994 - June 1996
Bank of Boston March 1988 - September 1994
Skills
Global Custody, Fund Accounting, Financial Services, Mutual Funds, Banking, SWIFT payments, Secuzities, Securities, Portfolio Management, Corporate Actions, Fixed Income, Management, Equities, Middle Office, Bloomberg, Back Office, Alternative Investments, Derivatives, Prime Brokerage, Fund Administration, Asset Management, Hedge Funds, Capital Markets, AML, FX Options, Series 7
Education
Rhode Island College 1982 — 1988
Plainridge Park Casino, Penn National Gaming April 2015 - Present
Biki's Warwick's Gathering Spot September 2010 - July 2015
Hilton Providence, TPG Hospitality October 2014 - April 2015
Hilton Mystic Hotel February 2014 - April 2014
Rhody Joe's Saloon January 2012 - July 2013
Mohegan Sun August 2001 - September 2010
Anton Airfood of Rhode Island August 1996 - September 2001
Biki Bibo's Rock and Roll Pub May 1992 - June 1996
Bank of Boston October 1985 - May 1993
Skills
Food & Beverage, Restaurants, Menu Development, Catering, Hotels, Banquets, Culinary Skills, Food, Marketing, Sales, Negotiation, Entertainment, Wine, Event Planning, Management, Food Service, Budgets, Forecasting, Hospitality Industry, Training, Beer, Customer Satisfaction, Marketing Strategy, Hospitality, Restaurant Management, Time Management, Hospitality Management, Casino, Fine Dining, Menu Engineering, Cuisine, Recipes, Cost Control, Alcoholic Beverages, Pre-opening, Resorts, P&L, Micros, Hotel Management, Wine Tasting, Food Safety, Beverage Industry, Bartending
Education
Providence College 1981 — 1985
Bachelor of Science, Business Management & Finance
Prudential Financial September 2008 - Present
Prudential Mortgage Capital Company 1983 - September 2008
Bank of Boston 1982 - 1983
Skills
USA Swimming Referee, Investments, Portfolio Management, Valuation, Credit, Investment Management, Capital Markets, Asset Management, Financial Analysis, Asset Allocation, Equities, Fixed Income, Loans, Securities, Financial Modeling
Education
Rutgers Graduate School of Management
MBA, Investments
University of Pennsylvania 1978 — 1982
BA, Sociology
Miss Porter's School 1976 — 1978
Suffolk County Sheriff's Department June 2011 - Present
Suffolk County Sheriff's Department August 2008 - June 2011
State Street Bank November 2001 - August 2008
Bank of Boston July 1982 - August 2000
Skills
Banking, Credit, MS Office, Account Reconciliation, Accounts Payable, Budgets, Training, Software Documentation, Microsoft Office, Marketing Strategy
Education
University of Wisconsin-Eau Claire 1977 — 1982
Bachelor of Arts (B.A.), Interpersonal Communication
上智大学 / Sophia University 1979 — 1980
Topical Minor, Far East Asia Studies
Massachusetts General Hospital October 1998 - Present
Bank of Boston April 1981 - January 1995
Education
Simmons College
Bachelor's degree, Registered Nursing/Registered Nurse
EMC February 2012 - Present
EMC July 1998 - February 2012
Bank of Boston November 1989 - July 1998
Shaw Data Services October 1988 - November 1989
MEDITECH October 1987 - October 1988
Skills
Java, JBoss Application Server, Hibernate, Object Oriented Design, Software Design, Unix, REST, Atom, Subversion, Eclipse, Software Architectural..., XML, XSLT, Scrum, Windows software..., ClearCase, Git, Distributed Systems, Developer Studio, Cassandra, Zookeeper, C++, HornetQ, Linux
Education
Providence College 1982 — 1986
Bachelor of Science (BS), Mathematics and Computer Science
Fidelity Investments June 2013 - August 2013
Brown Brothers Harriman, Infomediary June 2005 - March 2013
Evergreen Investments March 2004 - June 2005
Fleet Financial, Wholesale Technology and Operations June 2002 - October 2002
Brown Brothers Harriman, Client Technology Service Group March 2000 - June 2002
BankBoston/Fleet Bank January 1994 - January 2000
Bank of Boston January 1989 - January 1994
Skills
Requirements Analysis, SWIFT messaging, Requirements Gathering, Fixed Income, Business Requirements, Business Analysis
Education
Rhode Island College
B.A, Social Work
Steward Health Care November 1996 - Present
Hertz Equipment Rental December 1990 - September 1993
P.F. O'Connor Building Supply 1988 - 1990
Foremost Printers 1985 - 1987
Bank of Boston 1978 - 1985
Skills
EMR, Healthcare Information..., Medical Coding, Healthcare, CPT, Hospitals, Medicaid, EHR, ICD-9, Medical Terminology, Revenue Cycle Management, Managed Care, Accounts Receivable, Revenue Cycle, Meditech, Healthcare Consulting
Education
Stonehill College
Bank of America and Citizens Bank 2008 - Present
Bank of Boston 1967 - 2003
Education
Stonehill College
Bachelor of Arts (BA), Economics
RBS Citizens Financial Group June 2000 - Present
CB Richard Ellis June 1999 - June 2000
Bank of Boston May 1989 - June 1999
Skills
Banking, Credit, Commercial Banking, Retail Banking, Loans, Risk Management, Credit Analysis, Financial Risk, Portfolio Management, Business Analysis, Relationship Management, Commercial Lending, Vendor Management, Financial Services, Financial Analysis, Management
Education
Rhode Island College 1986 — 1988
Classical High School 1982 — 1986
Bank of Canton CollectorHarborOne BankJune 2004 - November 2006
Bank of Boston 1984 - 1995
Skills
Banking, Finance, Financial Analysis
Education
Stonehill College
Bachelor of Science (B.S.), Finance, General