Bank of Boston
Description
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
Employee
Years
Job
Industry
Lynn Collins Lynn Collins's Bank of Boston Experience 1990 - 1992
Job Vice President, Sales Marquette Commercial Finance
Industry Financial Services
Experience
Marquette Financial Companies a subsidiary of UMB BANK, n.a., January 2015 - Present
Amerisource Funding, Inc. January 2002 - January 2015
BB&T Business Credit 2000 - 2002
LSQ Funding Group 2000 - 2001
Capital Factors 1995 - 2000
Bank of America 1998 - 1999
Bank of Boston 1990 - 1992
Skills
Factoring, Asset Based Lending, Commercial Lending, Commercial Finance, Credit, Loans, Small Business Lending, Funding, Credit Analysis, Banking, Lines Of Credit, Finance, Commercial Banking, Cash Flow Lending, Underwriting, New Business Development, Working Capital..., Portfolio Management, Financial Analysis, Middle Market, Management, Small Business, Leveraged Finance, Start-ups, Financial Structuring, Sales, Risk Management, Financial Services, Trade Finance, Credit Risk, Mergers & Acquisitions, Executive Management, Structured Finance, Mortgage Lending, Business Development, Corporate Finance, Relationship Management, Accounts Receivable, Cash Flow, Loan Origination, Competitive Analysis, Cash Management, Restructuring, Private Equity, Financial Risk, Due Diligence, Asset, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
Business Associate, Accounting, Business
University of North Carolina at Charlotte 1982 — 1985
Business
Marquette Financial Companies a subsidiary of UMB BANK, n.a., January 2015 - Present
Amerisource Funding, Inc. January 2002 - January 2015
BB&T Business Credit 2000 - 2002
LSQ Funding Group 2000 - 2001
Capital Factors 1995 - 2000
Bank of America 1998 - 1999
Bank of Boston 1990 - 1992
Skills
Factoring, Asset Based Lending, Commercial Lending, Commercial Finance, Credit, Loans, Small Business Lending, Funding, Credit Analysis, Banking, Lines Of Credit, Finance, Commercial Banking, Cash Flow Lending, Underwriting, New Business Development, Working Capital..., Portfolio Management, Financial Analysis, Middle Market, Management, Small Business, Leveraged Finance, Start-ups, Financial Structuring, Sales, Risk Management, Financial Services, Trade Finance, Credit Risk, Mergers & Acquisitions, Executive Management, Structured Finance, Mortgage Lending, Business Development, Corporate Finance, Relationship Management, Accounts Receivable, Cash Flow, Loan Origination, Competitive Analysis, Cash Management, Restructuring, Private Equity, Financial Risk, Due Diligence, Asset, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
Business Associate, Accounting, Business
University of North Carolina at Charlotte 1982 — 1985
Business
William Tsai William Tsai's Bank of Boston Experience 1996 - 1999
Job Managing Partner at Leadership Capital Partners
Industry Staffing and Recruiting
Experience
Sokolin LLC November 2009 - Present
Leadership Capital Partners November 2001 - Present
Korn/Ferry International 1999 - 2001
Bank of Boston 1996 - 1999
Heller Financial 1991 - 1996
Deloitte 1986 - 1991
Skills
Consumer Products, Manufacturing, Private Equity, FMCG, P&L Management, Business Strategy, Mergers & Acquisitions, Executive Search, Leadership, Strategic Planning, Start-ups, New Business Development, Forecasting, Management, Negotiation, Strategy, Executive Management
Education
University of Southern California 1976 — 1980
B.S., Business Admin
University of Southern California - Marshall School of Business 1976 — 1980
Sokolin LLC November 2009 - Present
Leadership Capital Partners November 2001 - Present
Korn/Ferry International 1999 - 2001
Bank of Boston 1996 - 1999
Heller Financial 1991 - 1996
Deloitte 1986 - 1991
Skills
Consumer Products, Manufacturing, Private Equity, FMCG, P&L Management, Business Strategy, Mergers & Acquisitions, Executive Search, Leadership, Strategic Planning, Start-ups, New Business Development, Forecasting, Management, Negotiation, Strategy, Executive Management
Education
University of Southern California 1976 — 1980
B.S., Business Admin
University of Southern California - Marshall School of Business 1976 — 1980
Cristian Krössler Cristian Krössler's Bank of Boston Experience 1994 - 1996
Job VP, Operations, Business Development
Industry Banking
Experience
Banco Santander July 2012 - Present
Standard Chartered Bank March 2009 - July 2012
Standard Chartered Bank August 2006 - February 2009
Standard Chartered Bank 2002 - 2006
Standard & Poor's International Ratings LTD 1996 - 2002
Bank of Boston 1994 - 1996
Bank Boston 1992 - 1995
PwC 1988 - 1990
Skills
Banking, Due Diligence, Employee Relations, Change Management, Native Spanish speaker, Risk Management, Governance, Human Capital Management, Business Integration, Restructuring, Workforce Planning, Business Planning, Mergers & Acquisitions
Education
Universidad de Buenos Aires 1987 — 1993
Certified Public Accountant
The Gallup Organization
Gallup Strength Coach, Dubai, UAE
Bank Boston
Credit Analyst Program Associate, Boston, MA
Belgrano Day School 1974 — 1986
Bachelor of Science
Banco Santander July 2012 - Present
Standard Chartered Bank March 2009 - July 2012
Standard Chartered Bank August 2006 - February 2009
Standard Chartered Bank 2002 - 2006
Standard & Poor's International Ratings LTD 1996 - 2002
Bank of Boston 1994 - 1996
Bank Boston 1992 - 1995
PwC 1988 - 1990
Skills
Banking, Due Diligence, Employee Relations, Change Management, Native Spanish speaker, Risk Management, Governance, Human Capital Management, Business Integration, Restructuring, Workforce Planning, Business Planning, Mergers & Acquisitions
Education
Universidad de Buenos Aires 1987 — 1993
Certified Public Accountant
The Gallup Organization
Gallup Strength Coach, Dubai, UAE
Bank Boston
Credit Analyst Program Associate, Boston, MA
Belgrano Day School 1974 — 1986
Bachelor of Science
Stuart Mathews's Bank of Boston Experience 1984 - 1989
Job President at Metapoint Partners
Industry Investment Management
Experience
Metapoint Partners March 1989 - Present
Bank of Boston 1984 - 1989
Skills
Mergers & Acquisitions, Investments, Asset Management, Alternative Investments, Hedge Funds, Strategic Planning, Portfolio Management, Private Equity, Due Diligence, Venture Capital, Investment Management, Emerging Markets, Investor Relations, Corporate Development, Securities
Education
Tufts University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Williston-Northampton School
Metapoint Partners March 1989 - Present
Bank of Boston 1984 - 1989
Skills
Mergers & Acquisitions, Investments, Asset Management, Alternative Investments, Hedge Funds, Strategic Planning, Portfolio Management, Private Equity, Due Diligence, Venture Capital, Investment Management, Emerging Markets, Investor Relations, Corporate Development, Securities
Education
Tufts University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Williston-Northampton School
Antoinette Freeman Antoinette Freeman's Bank of Boston Experience February 1992 - March 1995
Job Leadership Development Consultant and Coach
Industry Human Resources
Experience
SDS Global Enterprises July 2015 - Present
Leadership Development Consulting and Coaching June 2015 - Present
Marie Antoinette Custom Interiors, LLC September 2005 - July 2015
Markel Corporation April 2003 - September 2005
Leadership Consulting Services April 2002 - April 2003
Circuit City March 1995 - January 2002
Bank of Boston February 1992 - March 1995
Jordan Marsh August 1987 - February 1992
Skills
Leadership Development..., Leadership Development, Training & Development, Management Training..., Training Facilitation, Team Building, Employee Relations, Diversity Training, Corporate Recruiting, Professional..., Succession Planning, Interior Design, Custom Draperies, Coaching, Strategy, Recruiting, Training, Human Resources, Leadership, Performance Management, Strategic Planning, Public Speaking, Executive Coaching
Education
University of New Haven 1981 — 1983
Bachelor's Degree, Business Administration and Management, General
University of Massachusetts, Amherst 1979 — 1981
Bachelor's Degree, Business Administration and Management, General
SDS Global Enterprises July 2015 - Present
Leadership Development Consulting and Coaching June 2015 - Present
Marie Antoinette Custom Interiors, LLC September 2005 - July 2015
Markel Corporation April 2003 - September 2005
Leadership Consulting Services April 2002 - April 2003
Circuit City March 1995 - January 2002
Bank of Boston February 1992 - March 1995
Jordan Marsh August 1987 - February 1992
Skills
Leadership Development..., Leadership Development, Training & Development, Management Training..., Training Facilitation, Team Building, Employee Relations, Diversity Training, Corporate Recruiting, Professional..., Succession Planning, Interior Design, Custom Draperies, Coaching, Strategy, Recruiting, Training, Human Resources, Leadership, Performance Management, Strategic Planning, Public Speaking, Executive Coaching
Education
University of New Haven 1981 — 1983
Bachelor's Degree, Business Administration and Management, General
University of Massachusetts, Amherst 1979 — 1981
Bachelor's Degree, Business Administration and Management, General
Kip Kimble's Bank of Boston Experience December 1991 - June 1999
Job Principal at Prudential Mortgage Capital
Industry Real Estate
Experience
Prudential Mortgage Capital Company October 2011 - Present
Deutsche Bank Berkshire Mortgage June 1999 - September 2011
Bank of Boston December 1991 - June 1999
CB Richard Ellis December 1985 - June 1991
Skills
Real Estate Development, Financial Modeling, Investments, Real Estate, Disposition, Due Diligence, Valuation, Property Management, Brokerage, Real Estate Transactions, Asset Management, Real Estate Financing, Financial Analysis, Investment Properties, Asset Managment, Portfolio Management, Private Equity, Real Estate Economics, Loans, Mortgage Lending, Commercial Real Estate, CMBS, Affordable Housing
Education
University of Michigan 1981 — 1985
BA, Liberal Arts - Economics
Prudential Mortgage Capital Company October 2011 - Present
Deutsche Bank Berkshire Mortgage June 1999 - September 2011
Bank of Boston December 1991 - June 1999
CB Richard Ellis December 1985 - June 1991
Skills
Real Estate Development, Financial Modeling, Investments, Real Estate, Disposition, Due Diligence, Valuation, Property Management, Brokerage, Real Estate Transactions, Asset Management, Real Estate Financing, Financial Analysis, Investment Properties, Asset Managment, Portfolio Management, Private Equity, Real Estate Economics, Loans, Mortgage Lending, Commercial Real Estate, CMBS, Affordable Housing
Education
University of Michigan 1981 — 1985
BA, Liberal Arts - Economics
Kevin Jenks Kevin Jenks's Bank of Boston Experience 1996 - 1997
Job
Industry Investment Management
Experience
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
Wayne J. Taylor Wayne J. Taylor's Bank of Boston Experience 1978 - 1990
Job Principal at Taylor Communications, LLC
Industry Financial Services
Experience
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Rachel Gioia, MAI Rachel Gioia, MAI's Bank of Boston Experience 1987 - 1989
Job President at Rachel Gioia Associates
Industry Real Estate
Experience
Rachel Gioia Associates January 1992 - Present
Fleet Bank 1989 - 1991
Bank of Boston 1987 - 1989
York Steak House January 1979 - June 1982
Skills
Real Estate, Investment Properties, Real Estate Development, Property Management, Organizing, Managment people, Problem solving, Consultation, Equestrian
Education
Trinity College-Hartford 1989 — 1992
Bachelors, Urban studies-economics
Hartford College for Women 1986 — 1989
Associates, Liberal Arts
Rachel Gioia Associates January 1992 - Present
Fleet Bank 1989 - 1991
Bank of Boston 1987 - 1989
York Steak House January 1979 - June 1982
Skills
Real Estate, Investment Properties, Real Estate Development, Property Management, Organizing, Managment people, Problem solving, Consultation, Equestrian
Education
Trinity College-Hartford 1989 — 1992
Bachelors, Urban studies-economics
Hartford College for Women 1986 — 1989
Associates, Liberal Arts
Kelly Caldwell Kelly Caldwell's Bank of Boston Experience 1989 - 1996
Job Experienced Program Manager available for new opportunity
Industry Financial Services
Experience
Deutsche Bank May 2000 - January 2011
STATE STREET 1995 - 1998
Bank of Boston 1989 - 1996
Skills
Strategic Planning, Change Management, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Client Service, Team Building, Six Sigma, Securities, Corporate Actions, Bonds, Debt, Escrow, Banking
Education
University of Colorado at Boulder 1982 — 1988
BA, English Literature
Deutsche Bank May 2000 - January 2011
STATE STREET 1995 - 1998
Bank of Boston 1989 - 1996
Skills
Strategic Planning, Change Management, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Client Service, Team Building, Six Sigma, Securities, Corporate Actions, Bonds, Debt, Escrow, Banking
Education
University of Colorado at Boulder 1982 — 1988
BA, English Literature
Loretta Burnsed's Bank of Boston Experience 1985 - 1986
Job SVP, Project Management Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Bank February 2010 - February 2012
Wachovia, A Wells Fargo Company June 2000 - January 2010
Wachovia, A Wells Fargo Company 1995 - 2000
Wachovia, A Wells Fargo Company 1994 - 1995
Wachovia, A Wells Fargo Company 1986 - 1994
Bank of Boston 1985 - 1986
Bank of Boston 1984 - 1985
Skills
Treasury Services, Team Leadership, Leading Change, Training & Development, Financial Analysis, Financial Reporting, Critical Thinking, Mergers & Acquisitions, Employee Training, Leadership, Project Planning, Process Improvement, Program Management, Commercial Banking, Banking, Treasury Management, Product Management, Risk Management, Project Management, Analysis, Financial Institutions, ACH, Cash Management, Financial Services, Relationship Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
B.S., Business Administration
Wells Fargo March 2012 - Present
Wells Fargo Bank February 2010 - February 2012
Wachovia, A Wells Fargo Company June 2000 - January 2010
Wachovia, A Wells Fargo Company 1995 - 2000
Wachovia, A Wells Fargo Company 1994 - 1995
Wachovia, A Wells Fargo Company 1986 - 1994
Bank of Boston 1985 - 1986
Bank of Boston 1984 - 1985
Skills
Treasury Services, Team Leadership, Leading Change, Training & Development, Financial Analysis, Financial Reporting, Critical Thinking, Mergers & Acquisitions, Employee Training, Leadership, Project Planning, Process Improvement, Program Management, Commercial Banking, Banking, Treasury Management, Product Management, Risk Management, Project Management, Analysis, Financial Institutions, ACH, Cash Management, Financial Services, Relationship Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
B.S., Business Administration
Steve Melo Steve Melo's Bank of Boston Experience 1993 - 2004
Job Sales Agent at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
Chip Correra Chip Correra's Bank of Boston Experience January 1990 - December 1991
Job Founder, CTO and EVP of Operations at Linkable Networks, Inc.
Industry Computer Software
Experience
Linkable Networks, Inc. July 2010 - Present
Pangea Media April 2010 - July 2010
Spring Partners July 2008 - July 2009
Third Screen Media November 2006 - July 2008
Idiom Technology, Inc. April 2004 - March 2006
Performaworks, Inc. November 2002 - April 2004
Revenio, Inc. August 1999 - May 2001
The Clarity Group, Inc. January 1992 - June 1999
Independent January 1991 - December 1992
Bank of Boston January 1990 - December 1991
Skills
Start-ups, Mobile, Enterprise Software, XML, Java, JavaScript, Product Development, CSS, Linux, HTML, Operations Management, J2EE, Strategic Planning, MySQL, SaaS, Scrum, Agile, UML, Team Building, SQL, Software Development, JSP, AJAX, Cloud Computing, Software Project..., Business Intelligence, Customer Relations, Solution Architecture, jQuery, Integration, Social Media, Hibernate, Web Development, User Interface Design, Application Development, Agile Methodologies, Mobile Devices, Java Enterprise Edition, Cross-functional Team..., Scalability, Software Engineering, Leadership, Strategy, Mobile Applications, CRM, Entrepreneurship, Software Design, Business Development, Customer Service, E-commerce
Education
University of Massachusetts, Amherst 1983 — 1987
BSCSE, Electrical Engineering
Linkable Networks, Inc. July 2010 - Present
Pangea Media April 2010 - July 2010
Spring Partners July 2008 - July 2009
Third Screen Media November 2006 - July 2008
Idiom Technology, Inc. April 2004 - March 2006
Performaworks, Inc. November 2002 - April 2004
Revenio, Inc. August 1999 - May 2001
The Clarity Group, Inc. January 1992 - June 1999
Independent January 1991 - December 1992
Bank of Boston January 1990 - December 1991
Skills
Start-ups, Mobile, Enterprise Software, XML, Java, JavaScript, Product Development, CSS, Linux, HTML, Operations Management, J2EE, Strategic Planning, MySQL, SaaS, Scrum, Agile, UML, Team Building, SQL, Software Development, JSP, AJAX, Cloud Computing, Software Project..., Business Intelligence, Customer Relations, Solution Architecture, jQuery, Integration, Social Media, Hibernate, Web Development, User Interface Design, Application Development, Agile Methodologies, Mobile Devices, Java Enterprise Edition, Cross-functional Team..., Scalability, Software Engineering, Leadership, Strategy, Mobile Applications, CRM, Entrepreneurship, Software Design, Business Development, Customer Service, E-commerce
Education
University of Massachusetts, Amherst 1983 — 1987
BSCSE, Electrical Engineering
Philip Duong Philip Duong's Bank of Boston Experience 1992 - 2000
Job Programming Consultant at Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts 2014 - Present
Liberty Mutual Insurance 2005 - 2014
Liberty Mutual Insurance 2001 - 2005
Masspro 2000 - 2001
Bank of Boston 1992 - 2000
Skills
Insurance, Underwriting, Portfolio Management, Commercial Insurance, SAS programming, Life Insurance, Customer Service, Direct Marketing, Property & Casualty..., Business Analysis, Casualty, Risk Management, General Insurance, Health Insurance, Direct Mail Campaigns, Process Improvement, Training, Liability, Fixed Annuities, Claim, Databases, Data Analysis, SAS Programming, Management, Vendor Management
Education
University of Massachusetts Boston
BS, Computer Information Systems
SAS Institute
Blue Cross Blue Shield of Massachusetts 2014 - Present
Liberty Mutual Insurance 2005 - 2014
Liberty Mutual Insurance 2001 - 2005
Masspro 2000 - 2001
Bank of Boston 1992 - 2000
Skills
Insurance, Underwriting, Portfolio Management, Commercial Insurance, SAS programming, Life Insurance, Customer Service, Direct Marketing, Property & Casualty..., Business Analysis, Casualty, Risk Management, General Insurance, Health Insurance, Direct Mail Campaigns, Process Improvement, Training, Liability, Fixed Annuities, Claim, Databases, Data Analysis, SAS Programming, Management, Vendor Management
Education
University of Massachusetts Boston
BS, Computer Information Systems
SAS Institute
Joe Campanella Joe Campanella's Bank of Boston Experience 1990 - 1996
Job Reverse Mortgage Manager at Homestead Funding Corp. NMLS#869302
Industry Financial Services
Experience
Homestead Funding Corp. January 2000 - Present
National Finance Company 1997 - 2000
Cityscape Mortgage Corpation 1996 - 1997
Bank of Boston 1990 - 1996
Skills
Reverse Mortgages, Customer Service, Credit Analysis, Credit, FHA Financing, Banking, Mortgage Lending, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, USDA, Mortgage Banking, First Time Home Buyers, Refinance
Education
University of Bridgeport 1983 — 1987
Bachelor's degree, Marketing
Homestead Funding Corp. January 2000 - Present
National Finance Company 1997 - 2000
Cityscape Mortgage Corpation 1996 - 1997
Bank of Boston 1990 - 1996
Skills
Reverse Mortgages, Customer Service, Credit Analysis, Credit, FHA Financing, Banking, Mortgage Lending, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, USDA, Mortgage Banking, First Time Home Buyers, Refinance
Education
University of Bridgeport 1983 — 1987
Bachelor's degree, Marketing
James Alterman James Alterman's Bank of Boston Experience 1987 - 1994
Job Independent Banking, Finance, Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Investor Solutions LLC 2000 - Present
Yum! Brands 1997 - 2000
Computershare / EquiServe 1994 - 1996
Bank of Boston 1987 - 1994
Bank of America 1985 - 1987
Bank of America 1984 - 1985
Skills
Investor Relations, Securities Regulation, Corporate Governance, Leadership, IPO, Mergers & Acquisitions, Corporate Finance, Securities, Business Development, Contract Negotiation, Coaching, Capital Markets, Divestitures, Relationship Management, Financial Modeling, Start-up Organizations, Project Management, Private Equity, Venture Capital, Investment Banking, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Business Planning, Hedge Funds, Corporate Law, Financial Services, Corporate Communications, Strategic Partnerships, Press Releases, Business Strategy, Merger & Acquisition..., Budget Forecasts, Banking, Mergers, Investments
Education
University of California, Los Angeles 1980 — 1984
BA, International Relations & Economics
Investor Solutions LLC 2000 - Present
Yum! Brands 1997 - 2000
Computershare / EquiServe 1994 - 1996
Bank of Boston 1987 - 1994
Bank of America 1985 - 1987
Bank of America 1984 - 1985
Skills
Investor Relations, Securities Regulation, Corporate Governance, Leadership, IPO, Mergers & Acquisitions, Corporate Finance, Securities, Business Development, Contract Negotiation, Coaching, Capital Markets, Divestitures, Relationship Management, Financial Modeling, Start-up Organizations, Project Management, Private Equity, Venture Capital, Investment Banking, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Business Planning, Hedge Funds, Corporate Law, Financial Services, Corporate Communications, Strategic Partnerships, Press Releases, Business Strategy, Merger & Acquisition..., Budget Forecasts, Banking, Mergers, Investments
Education
University of California, Los Angeles 1980 — 1984
BA, International Relations & Economics
Dan Richter Dan Richter's Bank of Boston Experience 1989 - 1996
Job Managing Director, Consultant Relations at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2009 - Present
Chatham's Liquor Locker January 2005 - June 2012
Standish Mellon Asset Management September 2005 - December 2008
Standish Mellon Asset Management October 2001 - August 2005
The Boston Company 2000 - 2001
BANKBOSTON 1996 - 1999
Bank of Boston 1989 - 1996
NORWEST INVESTMENT SERVICES, INC 1985 - 1989
NORWEST BANK MINNESOTA,N.A 1983 - 1985
NORWEST BANK MINNESOTA,N.A. 1980 - 1983
Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA
University of Northern Iowa 1974 — 1978
B.A., Management
Standish Mellon Asset Management January 2009 - Present
Chatham's Liquor Locker January 2005 - June 2012
Standish Mellon Asset Management September 2005 - December 2008
Standish Mellon Asset Management October 2001 - August 2005
The Boston Company 2000 - 2001
BANKBOSTON 1996 - 1999
Bank of Boston 1989 - 1996
NORWEST INVESTMENT SERVICES, INC 1985 - 1989
NORWEST BANK MINNESOTA,N.A 1983 - 1985
NORWEST BANK MINNESOTA,N.A. 1980 - 1983
Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA
University of Northern Iowa 1974 — 1978
B.A., Management
Randy Gee Randy Gee's Bank of Boston Experience 1995 - 1997
Job Director of Operational Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
Chris Holmgren Chris Holmgren's Bank of Boston Experience 1996 - 2002
Job Credit Risk Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2012 - Present
Bank of America Merrill Lynch June 2006 - April 2012
Bank of America 2004 - 2006
FleetBoston Financial 2002 - 2004
Bank of Boston 1996 - 2002
Skills
Credit, Risk, Banking, Loans, Risk Management, Portfolio Management, Credit Risk, oil and gas, Buy-side, Energy, Financial Risk, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, Economics
Bank of America Merrill Lynch April 2012 - Present
Bank of America Merrill Lynch June 2006 - April 2012
Bank of America 2004 - 2006
FleetBoston Financial 2002 - 2004
Bank of Boston 1996 - 2002
Skills
Credit, Risk, Banking, Loans, Risk Management, Portfolio Management, Credit Risk, oil and gas, Buy-side, Energy, Financial Risk, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, Economics
Charles Osgood's Bank of Boston Experience June 1976 - June 1990
Job SVP Commercial Banker 2079744194
Industry Financial Services
Experience
Bangor Savings Bank January 2011 - Present
KeyBank January 2000 - January 2005
Camden National Corporation January 1995 - January 2000
Bank of America January 1990 - January 1995
Bank of Boston June 1976 - June 1990
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Financial Services, Sales, Small Business, Team Building, Strategy, Budgets, Public Speaking, Customer Service
Education
University of Maine
BA, Political Science and Government
Bangor Savings Bank January 2011 - Present
KeyBank January 2000 - January 2005
Camden National Corporation January 1995 - January 2000
Bank of America January 1990 - January 1995
Bank of Boston June 1976 - June 1990
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Financial Services, Sales, Small Business, Team Building, Strategy, Budgets, Public Speaking, Customer Service
Education
University of Maine
BA, Political Science and Government
David E Norris, CFA David E Norris, CFA's Bank of Boston Experience November 1992 - November 1994
Job Director, Chair Investment Committee & Asst Treasurer at Elmina B Sewall Foundation
Industry Investment Management
Experience
Ladd Capital Management, LLC 2009 - Present
Elmina B Sewall Foundation 1988 - Present
Oaktree Asset Management November 2004 - February 2009
U S Trust Co August 1999 - November 2004
Chase Manhattan Private Bank 1994 - 1999
Bank of Boston November 1992 - November 1994
Skills
Equities, Investment Management, Portfolio Management, Investments, Pension Funds, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Mutual Funds, Series 7
Education
Trinity College-Hartford 1962 — 1967
BA, English
Ladd Capital Management, LLC 2009 - Present
Elmina B Sewall Foundation 1988 - Present
Oaktree Asset Management November 2004 - February 2009
U S Trust Co August 1999 - November 2004
Chase Manhattan Private Bank 1994 - 1999
Bank of Boston November 1992 - November 1994
Skills
Equities, Investment Management, Portfolio Management, Investments, Pension Funds, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Mutual Funds, Series 7
Education
Trinity College-Hartford 1962 — 1967
BA, English
Joseph de Sousa's Bank of Boston Experience 1991 - 2000
Job AVP at The Bank of Canton
Industry Banking
Experience
Bank of Canton October 2000 - Present
Bank of America June 1991 - October 2000
Bank of Boston 1991 - 2000
Bank of Boston 1991 - 2000
Bank of New England June 1986 - June 1991
Skills
Banking, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Mortgage Banking, Finance, Loan Origination, Credit, Residential Mortgages, Microsoft Office, Underwriting, Small Business Lending, Commercial Lending, FHA, Microsoft Excel, Commercial Mortgages
Education
UMass Dartmouth 1978 — 1982
BS, Management
Taunton High School
Bank of Canton October 2000 - Present
Bank of America June 1991 - October 2000
Bank of Boston 1991 - 2000
Bank of Boston 1991 - 2000
Bank of New England June 1986 - June 1991
Skills
Banking, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Mortgage Banking, Finance, Loan Origination, Credit, Residential Mortgages, Microsoft Office, Underwriting, Small Business Lending, Commercial Lending, FHA, Microsoft Excel, Commercial Mortgages
Education
UMass Dartmouth 1978 — 1982
BS, Management
Taunton High School
Charles Skipper's Bank of Boston Experience March 1994 - December 1994
Job VP Finance/Treasury and Transformation Manager International Finance Bank (IFB)
Industry Banking
Experience
International Finance Bank (IFB) December 2008 - Present
Fortune International Realty April 2003 - December 2008
Wachovia Securities Financial Network October 2002 - April 2003
Prudential Securities August 1998 - October 2002
Deutsche Bank January 1995 - July 1998
Bank of Boston March 1994 - December 1994
Bank of Boston June 1992 - February 1994
Bank of Boston September 1989 - May 1992
The First National Bank of Boston March 1980 - August 1989
Skills
Problem Solver of..., Strategic Planning, ALM, Investments, Treasury, Liquidity, Banking, Loans, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Investment Banking, Wealth Management, Asset Managment, Financial Risk, AML, Interest Rate Risk..., MBS, SBA 504, Bloomberg, Bonds, Securities, Finance, Asset Management, Anti Money Laundering
Education
Universidad Argentina de la Empresa 1983 — 1989
Bachelor's degree, Business Administration and Management, General
Bayard
International Finance Bank (IFB) December 2008 - Present
Fortune International Realty April 2003 - December 2008
Wachovia Securities Financial Network October 2002 - April 2003
Prudential Securities August 1998 - October 2002
Deutsche Bank January 1995 - July 1998
Bank of Boston March 1994 - December 1994
Bank of Boston June 1992 - February 1994
Bank of Boston September 1989 - May 1992
The First National Bank of Boston March 1980 - August 1989
Skills
Problem Solver of..., Strategic Planning, ALM, Investments, Treasury, Liquidity, Banking, Loans, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Investment Banking, Wealth Management, Asset Managment, Financial Risk, AML, Interest Rate Risk..., MBS, SBA 504, Bloomberg, Bonds, Securities, Finance, Asset Management, Anti Money Laundering
Education
Universidad Argentina de la Empresa 1983 — 1989
Bachelor's degree, Business Administration and Management, General
Bayard
Jim (James) Bell's Bank of Boston Experience November 1988 - August 1995
Job Retired from Towers Watson
Industry Human Resources
Experience
Towers Watson April 2010 - Present
Towers Perrin August 2002 - April 2010
Towers Watson 2002 - April 2010
Fidelity Investments August 1995 - August 2002
Bank of Boston November 1988 - August 1995
Navistar September 1963 - September 1982
Skills
Employee Relations, Employee Benefits, Personnel Management, Talent Management, Human Resources, Strategy, Administration, Talent Acquisition, Management Consulting, Labor Relations, Policy, Deferred Compensation, Public Speaking, HRIS, Organizational..., Executive Coaching, Workforce Planning, Performance Management, Benefits Administration, Employee Engagement, Organizational...
Education
University of Louisville 1963 — 1969
BSCommerce, Business & Psychology
Towers Watson April 2010 - Present
Towers Perrin August 2002 - April 2010
Towers Watson 2002 - April 2010
Fidelity Investments August 1995 - August 2002
Bank of Boston November 1988 - August 1995
Navistar September 1963 - September 1982
Skills
Employee Relations, Employee Benefits, Personnel Management, Talent Management, Human Resources, Strategy, Administration, Talent Acquisition, Management Consulting, Labor Relations, Policy, Deferred Compensation, Public Speaking, HRIS, Organizational..., Executive Coaching, Workforce Planning, Performance Management, Benefits Administration, Employee Engagement, Organizational...
Education
University of Louisville 1963 — 1969
BSCommerce, Business & Psychology
Alice Koehn Benson's Bank of Boston Experience 1990 - 1994
Job CEO and President at Gatti & Associates
Industry Staffing and Recruiting
Experience
Gatti & Associates August 2014 - Present
WEST--Women Entreprenuers in Science and Technology October 2012 - Present
Gatti & Associates August 2014 - December 2014
Coulter Partners July 2012 - August 2014
DHR International January 2012 - July 2012
Prestonwood Associates 1995 - December 2011
The Benson Search Group 2007 - December 2010
PTC 1994 - 1995
Bank of Boston 1990 - 1994
Lotus Development Corporation 1987 - 1990
Skills
Executive Search, Account Management, Recruiting, Talent Acquisition, Talent Management, Human Resources, Strategy, Leadership, Business Development, Sales, Employee Relations, Management, Entrepreneurship, Personnel Management, Sourcing, Consulting, Program Management
Education
University of Rochester
BA
Bloomington (IL) High School
Gatti & Associates August 2014 - Present
WEST--Women Entreprenuers in Science and Technology October 2012 - Present
Gatti & Associates August 2014 - December 2014
Coulter Partners July 2012 - August 2014
DHR International January 2012 - July 2012
Prestonwood Associates 1995 - December 2011
The Benson Search Group 2007 - December 2010
PTC 1994 - 1995
Bank of Boston 1990 - 1994
Lotus Development Corporation 1987 - 1990
Skills
Executive Search, Account Management, Recruiting, Talent Acquisition, Talent Management, Human Resources, Strategy, Leadership, Business Development, Sales, Employee Relations, Management, Entrepreneurship, Personnel Management, Sourcing, Consulting, Program Management
Education
University of Rochester
BA
Bloomington (IL) High School
Charlie Lehan's Bank of Boston Experience May 1995 - November 1997
Job Principal Economics/Business Analyst at MITRE
Industry Information Technology and Services
Experience
MITRE November 1997 - Present
Bank of Boston May 1995 - November 1997
Fleet Mortgage February 1994 - August 1994
GMAC July 1992 - January 1994
GMAC January 1991 - June 1992
Skills
Business Process..., Business Process, Business Process Design, Business Analysis, Business Requirements, Business Case, IT Investment Analysis, Cost Benefit Analysis, IT Strategy, Cost Modeling, Economic Analysis, Requirements Analysis, Business Process..., Financial Analysis, Cloud Acquisition, Vendor Viability..., Account Management, Strategic Planning, Management
Education
University of Maine 1989 — 1990
Master of Business Administration (MBA), Finance, General, 3.9
University of Maine 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Chelmsford High School 1981 — 1985
MITRE November 1997 - Present
Bank of Boston May 1995 - November 1997
Fleet Mortgage February 1994 - August 1994
GMAC July 1992 - January 1994
GMAC January 1991 - June 1992
Skills
Business Process..., Business Process, Business Process Design, Business Analysis, Business Requirements, Business Case, IT Investment Analysis, Cost Benefit Analysis, IT Strategy, Cost Modeling, Economic Analysis, Requirements Analysis, Business Process..., Financial Analysis, Cloud Acquisition, Vendor Viability..., Account Management, Strategic Planning, Management
Education
University of Maine 1989 — 1990
Master of Business Administration (MBA), Finance, General, 3.9
University of Maine 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Chelmsford High School 1981 — 1985
Robert McDougall Robert McDougall's Bank of Boston Experience 1998 - 1999
Job Trading, Banking, Strategy and Business Analytics Professional
Industry Financial Services
Experience
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
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
Kurt Hanson Kurt Hanson's Bank of Boston Experience 1983 - 2004
Job Senior Vice President, Citizens Commercial Banking
Industry Banking
Experience
Citizens Commercial Banking January 2005 - Present
Bank of America February 1983 - May 2004
Bank of Boston 1983 - 2004
Skills
Commercial Banking, Bonds, Corporate Finance, Retail Banking, Relationship Management, Project Finance, Banking, Analysis, Board Governance, Fundraising and..., Senior Living..., Prison Ministry, Higher Education, Credit Analysis, Credit, Asset Based Lending, Commercial Lending, Loans, Cash Management, Treasury Management, Finance, Portfolio Management
Education
Tufts University 1980 — 1983
BA
Citizens Commercial Banking January 2005 - Present
Bank of America February 1983 - May 2004
Bank of Boston 1983 - 2004
Skills
Commercial Banking, Bonds, Corporate Finance, Retail Banking, Relationship Management, Project Finance, Banking, Analysis, Board Governance, Fundraising and..., Senior Living..., Prison Ministry, Higher Education, Credit Analysis, Credit, Asset Based Lending, Commercial Lending, Loans, Cash Management, Treasury Management, Finance, Portfolio Management
Education
Tufts University 1980 — 1983
BA
Larry Parker, CCE, CTP Larry Parker, CCE, CTP's Bank of Boston Experience November 1989 - September 1992
Job Senior Credit Manager at Clariant Corporation
Industry Chemicals
Experience
Clariant Corporation December 1997 - Present
CIT September 1992 - December 1997
Bank of Boston November 1989 - September 1992
Skills
Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Working Capital..., Cash Flow Management, Bankruptcy, Customer Service, Forecasting, Cash Flow, Finance, Cash Management, Financial Risk, Credit, Sarbanes-Oxley Act, Accounts Receivable, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business
MBA, Finance
University of North Carolina at Greensboro
BA, Political Science
Clariant Corporation December 1997 - Present
CIT September 1992 - December 1997
Bank of Boston November 1989 - September 1992
Skills
Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Working Capital..., Cash Flow Management, Bankruptcy, Customer Service, Forecasting, Cash Flow, Finance, Cash Management, Financial Risk, Credit, Sarbanes-Oxley Act, Accounts Receivable, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business
MBA, Finance
University of North Carolina at Greensboro
BA, Political Science
Beth Judge Beth Judge's Bank of Boston Experience 1989 - 1991
Job Owner, Entrepreneurs' Business Source, LLC
Industry Financial Services
Experience
Entrepreneurs' Business Source, LLC November 2008 - Present
Government Loan Solutions January 2007 - December 2008
Wall Street Collectibles, Inc. 1996 - 2006
Bank of New York Mellon 1993 - 1994
Bank of Boston 1989 - 1991
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Marketing
Trinity College-Hartford 1985 — 1989
B.A., Economics
Entrepreneurs' Business Source, LLC November 2008 - Present
Government Loan Solutions January 2007 - December 2008
Wall Street Collectibles, Inc. 1996 - 2006
Bank of New York Mellon 1993 - 1994
Bank of Boston 1989 - 1991
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Marketing
Trinity College-Hartford 1985 — 1989
B.A., Economics
Scott LaChapelle Scott LaChapelle's Bank of Boston Experience 1999 - 2000
Job Assistant Director, Technology Platforms & New Employer Development at Harvard University
Industry Higher Education
Experience
Harvard University 2009 - Present
Harvard University 2007 - 2009
Harvard University 2004 - 2007
Brown University 2002 - 2004
Sovereign Bank (Now Santander) 2001 - 2002
Bank of Boston 1999 - 2000
Bank of Boston 1998 - 1999
Skills
Job Fairs, Resume Writing, Event Planning, Career Counseling, Higher Education, Career Development, Community Outreach, Recruiting, Networking, Student Affairs, Coaching, Management, Program Management, Program Development, Leadership, Workshop Facilitation, Nonprofits, Social Media
Education
University of Massachusetts Dartmouth
BA, Magna Cume Laude, Political Science
Harvard University 2009 - Present
Harvard University 2007 - 2009
Harvard University 2004 - 2007
Brown University 2002 - 2004
Sovereign Bank (Now Santander) 2001 - 2002
Bank of Boston 1999 - 2000
Bank of Boston 1998 - 1999
Skills
Job Fairs, Resume Writing, Event Planning, Career Counseling, Higher Education, Career Development, Community Outreach, Recruiting, Networking, Student Affairs, Coaching, Management, Program Management, Program Development, Leadership, Workshop Facilitation, Nonprofits, Social Media
Education
University of Massachusetts Dartmouth
BA, Magna Cume Laude, Political Science
Rushton McGarr's Bank of Boston Experience 1988 - 1995
Job Former President, COO / CFO and Board Member at concept3D Inc.
Industry Information Technology and Services
Experience
concept3D Inc. July 2013 - August 2015
Market Force Information, Inc. December 2004 - July 2013
NewsStand, Inc. 2003 - 2004
Factory Logic 2001 - 2002
Dell, Inc. 1998 - 2000
Austin Ventures April 1996 - September 1996
Bank of Boston 1988 - 1995
Education
University of Texas at Austin 1995 — 1997
MBA, Marketing, Entrepreneurship
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics, Political Science
concept3D Inc. July 2013 - August 2015
Market Force Information, Inc. December 2004 - July 2013
NewsStand, Inc. 2003 - 2004
Factory Logic 2001 - 2002
Dell, Inc. 1998 - 2000
Austin Ventures April 1996 - September 1996
Bank of Boston 1988 - 1995
Education
University of Texas at Austin 1995 — 1997
MBA, Marketing, Entrepreneurship
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics, Political Science
Ellen Kassaraba Ellen Kassaraba's Bank of Boston Experience 1996 - 1999
Job Executive Assistant to CEO
Industry Financial Services
Experience
Beacon Interactive Systems February 2010 - September 2012
Bank of Boston 1996 - 1999
Bank of Boston 1993 - 1996
Bank of Boston 1991 - 1993
Bank of Boston 1981 - 1991
Bank of Boston 1976 - 1981
Skills
Corporate Finance, Banking, Microsoft Office, Credit, Portfolio Management, Finance, Financial Services, Graphs, Mergers & Acquisitions, Leadership, Analysis, Due Diligence, Financial Analysis, Commercial Banking, Risk Management
Education
Tufts University 1971 — 1975
B.S., summa cum laude, Mathematics
Beacon Interactive Systems February 2010 - September 2012
Bank of Boston 1996 - 1999
Bank of Boston 1993 - 1996
Bank of Boston 1991 - 1993
Bank of Boston 1981 - 1991
Bank of Boston 1976 - 1981
Skills
Corporate Finance, Banking, Microsoft Office, Credit, Portfolio Management, Finance, Financial Services, Graphs, Mergers & Acquisitions, Leadership, Analysis, Due Diligence, Financial Analysis, Commercial Banking, Risk Management
Education
Tufts University 1971 — 1975
B.S., summa cum laude, Mathematics
Catherine Slattery's Bank of Boston Experience September 1989 - January 1996
Job Insurance and Estate Professional
Industry Insurance
Experience
Slattery Insurance Agency May 2009 - Present
Spring Hill Farm /Holcomb Farm CSA June 2005 - Present
Peoples Acceptance Corp October 2001 - October 2006
Webster Bank 2000 - 2002
Webster Bank 1995 - 2000
BankBoston 1995 - 1999
Bank of Boston September 1989 - January 1996
Slattery Insurance September 1988 - 1989
Skills
Change Management, Process Improvement, Organizational..., Coaching, Management, Real Estate, Public Speaking, Social Media, Customer Service, Project Management, Strategic Planning, Mergers & Acquisitions, Start-ups, Insurance
Education
Tulane University 1984 — 1988
BA, English
Thayer Acadenmy
Slattery Insurance Agency May 2009 - Present
Spring Hill Farm /Holcomb Farm CSA June 2005 - Present
Peoples Acceptance Corp October 2001 - October 2006
Webster Bank 2000 - 2002
Webster Bank 1995 - 2000
BankBoston 1995 - 1999
Bank of Boston September 1989 - January 1996
Slattery Insurance September 1988 - 1989
Skills
Change Management, Process Improvement, Organizational..., Coaching, Management, Real Estate, Public Speaking, Social Media, Customer Service, Project Management, Strategic Planning, Mergers & Acquisitions, Start-ups, Insurance
Education
Tulane University 1984 — 1988
BA, English
Thayer Acadenmy
Christopher Chris Joliat's Bank of Boston Experience 1996 - 1997
Job President and CEO at Wentworth Consulting
Industry Nonprofit Organization Management
Experience
Wentworth Consullting 2011 - Present
Heroic Media 2010 - 2011
University of Connecticut 2008 - 2011
Legion of Christ, Inc 1997 - 2008
Bank of Boston 1996 - 1997
Fleet Bank 1993 - 1996
Union Trust Bank 1991 - 1993
Citytrust Bank 1989 - 1991
CIGNA 1986 - 1989
Skills
New Business Development, Fundraising, Organizational..., Non-profits, Public Speaking, Strategic Planning, Volunteer Management, Public Relations, Management, Project Management, Research, Nonprofits, Teaching, Capital Campaign..., Executive Coaching, Fundraising Training, Management Consulting, Strategy, Advertising, Leadership Development, Program Development, Community Outreach, Proposal Writing, Event Planning, Grant Writing, Higher Education, Staff Development, Annual Giving, Philanthropy, Social Networking, Leadership
Education
University of Massachusetts, Amherst
B.S., Applied Mathematics
Waltham High
Diploma, College Preparatory
Wentworth Consullting 2011 - Present
Heroic Media 2010 - 2011
University of Connecticut 2008 - 2011
Legion of Christ, Inc 1997 - 2008
Bank of Boston 1996 - 1997
Fleet Bank 1993 - 1996
Union Trust Bank 1991 - 1993
Citytrust Bank 1989 - 1991
CIGNA 1986 - 1989
Skills
New Business Development, Fundraising, Organizational..., Non-profits, Public Speaking, Strategic Planning, Volunteer Management, Public Relations, Management, Project Management, Research, Nonprofits, Teaching, Capital Campaign..., Executive Coaching, Fundraising Training, Management Consulting, Strategy, Advertising, Leadership Development, Program Development, Community Outreach, Proposal Writing, Event Planning, Grant Writing, Higher Education, Staff Development, Annual Giving, Philanthropy, Social Networking, Leadership
Education
University of Massachusetts, Amherst
B.S., Applied Mathematics
Waltham High
Diploma, College Preparatory
Leandro Bonfranceschi's Bank of Boston Experience January 2000 - December 2003
Job New Business Manager Latam & Caribe.
Industry Information Technology and Services
Experience
Amadeus IT Group September 2014 - Present
Amadeus IT Group July 2013 - September 2014
Banelco November 2008 - July 2013
Banco de Servicios y Transacciones S.A. January 2008 - October 2008
Standard Bank January 2004 - January 2008
Bank of Boston January 2000 - December 2003
Telecom January 1999 - December 1999
Skills
Market Planning, E-commerce, Product Development, Marketing Strategy, Business Strategy, Online Marketing, Marketing Communications, Payments, Electronic Payments, Negotiation, Management, Strategy, CRM, Mobile Devices, Marketing, Product Management, Team Management
Education
IAE 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Universidad Torcuato di Tella 2010 — 2010
Programa Ejecutivo de Creatividad e Innovación
Universidad de 'San Andrés' 2007 — 2008
MM&C, Marketing, B Administration
University of Buenos Aires 1999 — 2005
Bachelor B. Administration, Economics
Amadeus IT Group September 2014 - Present
Amadeus IT Group July 2013 - September 2014
Banelco November 2008 - July 2013
Banco de Servicios y Transacciones S.A. January 2008 - October 2008
Standard Bank January 2004 - January 2008
Bank of Boston January 2000 - December 2003
Telecom January 1999 - December 1999
Skills
Market Planning, E-commerce, Product Development, Marketing Strategy, Business Strategy, Online Marketing, Marketing Communications, Payments, Electronic Payments, Negotiation, Management, Strategy, CRM, Mobile Devices, Marketing, Product Management, Team Management
Education
IAE 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Universidad Torcuato di Tella 2010 — 2010
Programa Ejecutivo de Creatividad e Innovación
Universidad de 'San Andrés' 2007 — 2008
MM&C, Marketing, B Administration
University of Buenos Aires 1999 — 2005
Bachelor B. Administration, Economics
Maritere Mendez Maritere Mendez's Bank of Boston Experience 1992 - 1997
Job Technology Project Solutions Manager at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America 2004 - 2012
FleetBoston 2003 - 2004
FleetBoston 1999 - 2003
BankBoston 1997 - 1999
Bank of Boston 1992 - 1997
Bank of Boston 1990 - 1992
First National Bank of Boston 1986 - 1990
First National Bank of Boston October 1984 - 1986
Allstate June 1982 - October 1984
Skills
PMP, Six Sigma Black Belt, Cross-functional Team..., Business Process..., Program Management, Process Improvement, Risk Management, Process Engineering, Six Sigma, Change Management, Business Analysis, Project Management, Project Portfolio..., MS Project, Visio, Vendor Management, Business Transformation, SDLC, PMO, Requirements Gathering, Requirements Analysis, IT Strategy, Software Project..., Business Process, Business Intelligence, Banking, Governance, Project Delivery, Financial Services, Enterprise Architecture
Education
Tufts University 1978 — 1982
B.A.
Bank of America November 2012 - Present
Bank of America 2004 - 2012
FleetBoston 2003 - 2004
FleetBoston 1999 - 2003
BankBoston 1997 - 1999
Bank of Boston 1992 - 1997
Bank of Boston 1990 - 1992
First National Bank of Boston 1986 - 1990
First National Bank of Boston October 1984 - 1986
Allstate June 1982 - October 1984
Skills
PMP, Six Sigma Black Belt, Cross-functional Team..., Business Process..., Program Management, Process Improvement, Risk Management, Process Engineering, Six Sigma, Change Management, Business Analysis, Project Management, Project Portfolio..., MS Project, Visio, Vendor Management, Business Transformation, SDLC, PMO, Requirements Gathering, Requirements Analysis, IT Strategy, Software Project..., Business Process, Business Intelligence, Banking, Governance, Project Delivery, Financial Services, Enterprise Architecture
Education
Tufts University 1978 — 1982
B.A.
Roger Maude, CTFA Roger Maude, CTFA's Bank of Boston Experience 1994 - 1997
Job VP at Wright Investors' Service
Industry Banking
Experience
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Nancy B. McKinney Nancy B. McKinney's Bank of Boston Experience 1989 - 1998
Job Project Manager at Spencer Technologies
Industry Telecommunications
Experience
Spencer Technologies October 2014 - Present
Bell Oldow June 2014 - October 2014
Integration Partners November 2009 - May 2014
Covidien March 2009 - November 2009
EDS, an HP Company 2004 - 2008
Bank of America 2004 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1989 - 1998
Bank of Boston 1985 - 1998
Bank of Boston 1991 - 1995
Skills
Outlook, Product Management, Excel, Teamwork, Word, Telecommunications, PowerPoint, Strategy, Project Management, Vendor Management, Management, Microsoft Excel, Managed Services, Project Planning, Leadership, Microsoft Word, Troubleshooting, Sales, Unified Communications, VoIP, Networking, Switches
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Psychology
Framingham High School 1973 — 1976
Temple Beth Am
Spencer Technologies October 2014 - Present
Bell Oldow June 2014 - October 2014
Integration Partners November 2009 - May 2014
Covidien March 2009 - November 2009
EDS, an HP Company 2004 - 2008
Bank of America 2004 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1989 - 1998
Bank of Boston 1985 - 1998
Bank of Boston 1991 - 1995
Skills
Outlook, Product Management, Excel, Teamwork, Word, Telecommunications, PowerPoint, Strategy, Project Management, Vendor Management, Management, Microsoft Excel, Managed Services, Project Planning, Leadership, Microsoft Word, Troubleshooting, Sales, Unified Communications, VoIP, Networking, Switches
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Psychology
Framingham High School 1973 — 1976
Temple Beth Am
Matthew Bradford Matthew Bradford's Bank of Boston Experience 1999 - 2002
Job Managing Director Global Markets Operational Risk Management at Bank of America
Industry Banking
Experience
Bank of America 2012 - Present
Bank of America 2004 - 2012
Fleet Bank 2002 - 2004
Bank of Boston 1999 - 2002
Bank of Boston 1995 - 1999
Bank of Boston 1991 - 1994
Bank of Boston 1990 - 1991
Bank of Boston 1987 - 1990
Bank of Boston 1984 - 1987
Education
University of Kent 1981 — 1984
BA (Hons), Economics
Solihull School 1974 — 1981
Bank of America 2012 - Present
Bank of America 2004 - 2012
Fleet Bank 2002 - 2004
Bank of Boston 1999 - 2002
Bank of Boston 1995 - 1999
Bank of Boston 1991 - 1994
Bank of Boston 1990 - 1991
Bank of Boston 1987 - 1990
Bank of Boston 1984 - 1987
Education
University of Kent 1981 — 1984
BA (Hons), Economics
Solihull School 1974 — 1981
Ganne Howard Ganne Howard's Bank of Boston Experience 1991 - 1994
Job Happily retired
Industry Computer Software
Experience
Retired October 2014 - Present
Intuitive Surgical August 2010 - October 2014
Authoria March 1997 - April 2010
Executive Alliance 1994 - 1997
Bank of Boston 1991 - 1994
Bank of New England 1990 - 1991
Data General 1978 - 1990
Skills
Talent Management, CRM, SaaS, Professional Services, HRIS, Human Resources, Product Management, Business Analysis, Consulting, Enterprise Software, HR Transformation, Interpersonal..., Leadership, Management, Outsourcing, Personnel Management, Program Management, Start-ups, Talent Acquisition, Training, Vendor Management
Education
University of California, Santa Barbara
BA, Social Sciences
Retired October 2014 - Present
Intuitive Surgical August 2010 - October 2014
Authoria March 1997 - April 2010
Executive Alliance 1994 - 1997
Bank of Boston 1991 - 1994
Bank of New England 1990 - 1991
Data General 1978 - 1990
Skills
Talent Management, CRM, SaaS, Professional Services, HRIS, Human Resources, Product Management, Business Analysis, Consulting, Enterprise Software, HR Transformation, Interpersonal..., Leadership, Management, Outsourcing, Personnel Management, Program Management, Start-ups, Talent Acquisition, Training, Vendor Management
Education
University of California, Santa Barbara
BA, Social Sciences
Randy Houk Randy Houk's Bank of Boston Experience 1997 - 1998
Job Managing Director at PNC Capital Markets LLC
Industry Financial Services
Experience
PNC Capital Markets LLC April 2014 - Present
Caterpillar Financial May 2012 - April 2014
Caterpillar Financial November 2011 - May 2012
CIT Rail March 2008 - November 2011
Harris N.A. 1998 - 2008
Bank of Boston 1997 - 1998
Capital Associates 1995 - 1996
IFA Incorporated 1991 - 1995
Skills
Credit, Credit Analysis, Loan Origination, Loans, Syndications, Portfolio Management, Commercial Lending, Credit Risk, Finance, Financial Analysis, Asset Based Lending, Commercial Banking, Structured Finance, Financial Structuring
Education
Trinity Christian College 1988 — 1991
B.S., Business, Marketing
PNC Capital Markets LLC April 2014 - Present
Caterpillar Financial May 2012 - April 2014
Caterpillar Financial November 2011 - May 2012
CIT Rail March 2008 - November 2011
Harris N.A. 1998 - 2008
Bank of Boston 1997 - 1998
Capital Associates 1995 - 1996
IFA Incorporated 1991 - 1995
Skills
Credit, Credit Analysis, Loan Origination, Loans, Syndications, Portfolio Management, Commercial Lending, Credit Risk, Finance, Financial Analysis, Asset Based Lending, Commercial Banking, Structured Finance, Financial Structuring
Education
Trinity Christian College 1988 — 1991
B.S., Business, Marketing
Richard Gatnik Richard Gatnik's Bank of Boston Experience February 1996 - June 1999
Job Vice President, Enterprise Technology Architecture at State Street
Industry Information Technology and Services
Experience
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
Bob DonFrancesco's Bank of Boston Experience 1992 - 1996
Job National Dealer Account Sales Manager at Stannah Stairlifts
Industry Hospital & Health Care
Experience
Stannah Stairlifts April 2015 - Present
WSI February 2005 - March 2015
PEAC Ventures 2003 - 2004
Visa 2003 - 2003
St George Bank 1999 - 2003
First Data Corporation 1997 - 1999
Fidelity Acceptance 1996 - 1997
Bank of Boston 1992 - 1996
Skills
Client Liaison, Dealer Relationships, Business Process..., Sales Management, Sales Process, Sales, Marketing Strategy, Strategic Planning, Selling, SEO, SEM, Email Marketing, Google Adwords, Social Media Marketing, Social Media, PPC, Marketing, Web Marketing, Online Marketing, Marketing Communications, Online Advertising, Management
Education
University of Rhode Island
BS, Management Information Systems
Stannah Stairlifts April 2015 - Present
WSI February 2005 - March 2015
PEAC Ventures 2003 - 2004
Visa 2003 - 2003
St George Bank 1999 - 2003
First Data Corporation 1997 - 1999
Fidelity Acceptance 1996 - 1997
Bank of Boston 1992 - 1996
Skills
Client Liaison, Dealer Relationships, Business Process..., Sales Management, Sales Process, Sales, Marketing Strategy, Strategic Planning, Selling, SEO, SEM, Email Marketing, Google Adwords, Social Media Marketing, Social Media, PPC, Marketing, Web Marketing, Online Marketing, Marketing Communications, Online Advertising, Management
Education
University of Rhode Island
BS, Management Information Systems
Jerry Teevens's Bank of Boston Experience 1981 - 2001
Job Principal Engineer at Iron Mountain, Inc.
Industry Information Services
Experience
Iron Mountain, Inc. September 2001 - Present
BankBoston 1981 - 2001
Bank of Boston 1981 - 2001
Education
Tufts University 1977 — 1981
Iron Mountain, Inc. September 2001 - Present
BankBoston 1981 - 2001
Bank of Boston 1981 - 2001
Education
Tufts University 1977 — 1981
Neal Messier's Bank of Boston Experience August 1992 - May 1995
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments 1998 - Present
CVS Pharmacy September 1996 - September 1998
Bank of Boston August 1992 - May 1995
Skills
Business Intelligence, Oracle SQL, Data Models, Telecommunications, Aspect ACD, NICE Call Recording, Digital Signage, Information Mapping, CRM, Microsoft Office, PC building, Computer Hardware, System Administration, Oracle, SDLC, SQL, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of Rhode Island - College of Business Administration 1987 — 1990
BS, Management
Fidelity Investments July 2013 - Present
Fidelity Investments 1998 - Present
CVS Pharmacy September 1996 - September 1998
Bank of Boston August 1992 - May 1995
Skills
Business Intelligence, Oracle SQL, Data Models, Telecommunications, Aspect ACD, NICE Call Recording, Digital Signage, Information Mapping, CRM, Microsoft Office, PC building, Computer Hardware, System Administration, Oracle, SDLC, SQL, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of Rhode Island - College of Business Administration 1987 — 1990
BS, Management
Laurell Christmas's Bank of Boston Experience 1995 - 2000
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - FinOps May 2012 - Present
Fidelity Investments 2000 - Present
BankBoston October 1994 - July 2000
Bank of Boston 1995 - 2000
Skills
Visio
Education
University of Massachusetts Lowell 1990 — 1994
Fidelity Investments - FinOps May 2012 - Present
Fidelity Investments 2000 - Present
BankBoston October 1994 - July 2000
Bank of Boston 1995 - 2000
Skills
Visio
Education
University of Massachusetts Lowell 1990 — 1994
Chris Colson's Bank of Boston Experience 1978 - 1999
Job Senior Vice President, Asset Based Lending at BB&T
Industry Banking
Experience
BB&T February 2014 - Present
TD Bank, N. A. June 2011 - February 2014
The South Financial Group February 2005 - June 2011
Fleet Capital 1999 - 2004
Bank of Boston 1978 - 1999
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of South Carolina-Columbia 1974 — 1978
BB&T February 2014 - Present
TD Bank, N. A. June 2011 - February 2014
The South Financial Group February 2005 - June 2011
Fleet Capital 1999 - 2004
Bank of Boston 1978 - 1999
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of South Carolina-Columbia 1974 — 1978
Robin McKenzie's Bank of Boston Experience 1996 - 1997
Job Instant Product Development Manager
Industry Gambling & Casinos
Experience
Virginia Lottery June 2008 - Present
Virginia Lottery July 2007 - June 2008
Virginia Lottery May 2004 - July 2007
Virginia Lottery October 2000 - May 2003
BankBoston 1997 - 1999
Bank of Boston 1996 - 1997
Education
University of Rhode Island 1998 — 2000
MBA, Management
University of New Hampshire 1989 — 1992
BA
Virginia Lottery June 2008 - Present
Virginia Lottery July 2007 - June 2008
Virginia Lottery May 2004 - July 2007
Virginia Lottery October 2000 - May 2003
BankBoston 1997 - 1999
Bank of Boston 1996 - 1997
Education
University of Rhode Island 1998 — 2000
MBA, Management
University of New Hampshire 1989 — 1992
BA
Al Manzelli's Bank of Boston Experience 1993 - 2000
Job Client PartnermCommerce at SAP
Industry Financial Services
Experience
SAP June 2014 - Present
SAP January 2007 - Present
Citizens Bank 2000 - 2007
Sovereign Bank 2000 - 2001
BankBoston March 1993 - December 2000
Bank of Boston 1993 - 2000
Shawmut Bank September 1984 - March 1993
Skills
Cash Management, Banking, Treasury Management, Internet Banking, ACH, Payments, Risk Management, Commercial Banking, Mergers, Electronic Payments, Financial Analysis, Product Management, Customer Relations, Business Strategy, Product Development, Pricing, E-commerce, Competitive Analysis, Vendor Management, Forecasting, Team Building, Strategy Development, Budgeting, New Business Development, Liquidity Management, Financial Institutions, Business Planning, Negotiation, Contract Negotiation, Strategic Planning, Business Analysis, Strategy, Budgets, Executive Management, Customer Service, Mergers & Acquisitions, Leadership, CRM, Strategic Partnerships, Financial Services, SaaS, Business Development, Start-ups, Analytics, Relationship Management, Enterprise Software
Education
State University of NY at Buffalo
Master of Business Administration (M.B.A.)
State University of New York at Buffalo
Master's Degree
University of Massachusetts Boston
BA
SAP June 2014 - Present
SAP January 2007 - Present
Citizens Bank 2000 - 2007
Sovereign Bank 2000 - 2001
BankBoston March 1993 - December 2000
Bank of Boston 1993 - 2000
Shawmut Bank September 1984 - March 1993
Skills
Cash Management, Banking, Treasury Management, Internet Banking, ACH, Payments, Risk Management, Commercial Banking, Mergers, Electronic Payments, Financial Analysis, Product Management, Customer Relations, Business Strategy, Product Development, Pricing, E-commerce, Competitive Analysis, Vendor Management, Forecasting, Team Building, Strategy Development, Budgeting, New Business Development, Liquidity Management, Financial Institutions, Business Planning, Negotiation, Contract Negotiation, Strategic Planning, Business Analysis, Strategy, Budgets, Executive Management, Customer Service, Mergers & Acquisitions, Leadership, CRM, Strategic Partnerships, Financial Services, SaaS, Business Development, Start-ups, Analytics, Relationship Management, Enterprise Software
Education
State University of NY at Buffalo
Master of Business Administration (M.B.A.)
State University of New York at Buffalo
Master's Degree
University of Massachusetts Boston
BA
Sean Glynn's Bank of Boston Experience 1999 - 2001
Job Partner at Galway Realty LLC
Industry Construction
Experience
Galway Realty June 2008 - Present
Alumni50 July 2009 - January 2011
Fidelity Investments 2002 - 2004
Smythe Dorward Lambert 1999 - 2002
Bank of Boston 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
Management, Real Estate Development, Construction, Real Estate Transactions, Investors, Training, Organizational..., Property, Project Management, Strategic Planning, Program Management, Leadership, Leadership Development, New Business Development, Change Management, Employee Engagement
Education
University of Hartford 1994 — 1996
MSOB, Organizational Development
University of Massachusetts at Lowell 1989 — 1994
Bachelor of Arts, Psychology
Norwood High School 1985 — 1989
Galway Realty June 2008 - Present
Alumni50 July 2009 - January 2011
Fidelity Investments 2002 - 2004
Smythe Dorward Lambert 1999 - 2002
Bank of Boston 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
Management, Real Estate Development, Construction, Real Estate Transactions, Investors, Training, Organizational..., Property, Project Management, Strategic Planning, Program Management, Leadership, Leadership Development, New Business Development, Change Management, Employee Engagement
Education
University of Hartford 1994 — 1996
MSOB, Organizational Development
University of Massachusetts at Lowell 1989 — 1994
Bachelor of Arts, Psychology
Norwood High School 1985 — 1989
Mark Nicholson's Bank of Boston Experience July 1992 - November 1993
Job Leadership Development Manager, International Division at Teradata
Industry Human Resources
Experience
Teradata January 2014 - Present
Teradata December 2012 - January 2014
Teradata May 2007 - December 2012
NCR Corporation February 2002 - December 2006
NCR Corporation January 1999 - February 2002
NCR Corporation December 1996 - January 1999
Laidlaw Environmental Services June 1994 - May 1995
Bank of Boston July 1992 - November 1993
US Navy December 1989 - March 1992
US Navy August 1987 - November 1989
Skills
Change Management, Leadership Development, Organizational..., Program Management, Strategy, Coaching, Employee Training, Leadership, Management, Human Resources, Staff Development, Project Planning, Public Speaking, Strategic Planning, Performance Management, Training
Education
University of Phoenix 2005 — 2009
Doctor of Management, Organizational Leadership
University of Rhode Island 1990 — 1992
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
United States Naval Academy 1979 — 1983
Bachelor of Applied Science (BASc)
Rome Free Academy
Rome Free Academy
Teradata January 2014 - Present
Teradata December 2012 - January 2014
Teradata May 2007 - December 2012
NCR Corporation February 2002 - December 2006
NCR Corporation January 1999 - February 2002
NCR Corporation December 1996 - January 1999
Laidlaw Environmental Services June 1994 - May 1995
Bank of Boston July 1992 - November 1993
US Navy December 1989 - March 1992
US Navy August 1987 - November 1989
Skills
Change Management, Leadership Development, Organizational..., Program Management, Strategy, Coaching, Employee Training, Leadership, Management, Human Resources, Staff Development, Project Planning, Public Speaking, Strategic Planning, Performance Management, Training
Education
University of Phoenix 2005 — 2009
Doctor of Management, Organizational Leadership
University of Rhode Island 1990 — 1992
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
United States Naval Academy 1979 — 1983
Bachelor of Applied Science (BASc)
Rome Free Academy
Rome Free Academy
Richard Bolt's Bank of Boston Experience 1985 - 1995
Job Owner, Bolt Consulting, LLC
Industry Commercial Real Estate
Experience
Bolt Consulting, LLC December 2006 - Present
Flagstar Bank 2002 - 2006
Republic Bank 1995 - 2002
Bank of Boston 1985 - 1995
Skills
Loan term negotiations, Loan Structuring, Loan Analysis, Loans, Commercial Banking, Mortgage, Asset Based Lending, Real Estate, Commercial Lending, Small Business Lending, Accounts Receivable, Financial Structuring, Mortgage Lending, Credit, Banking, Portfolio Management, Commercial Mortgages, Underwriting, Commercial Real Estate, Due Diligence, Mergers & Acquisitions, Real Estate Development, Funding, Real Estate Economics, Negotiation, Refinance, Finance, Business Development, Real Estate Transactions, Real Estate Financing, Loan Origination, Private Equity, Credit Analysis, Disposition, Construction Loans, Brokerage, Asset Management, Mortgage Banking, Investment Properties, Investments, Valuation, Lines Of Credit, Commercial Finance, FHA, Residential Mortgages, USDA, Loan Servicing, Structured Finance, Loss Mitigation
Education
The University of Texas at Austin 1969 — 1973
Bachelor's Degree
Bolt Consulting, LLC December 2006 - Present
Flagstar Bank 2002 - 2006
Republic Bank 1995 - 2002
Bank of Boston 1985 - 1995
Skills
Loan term negotiations, Loan Structuring, Loan Analysis, Loans, Commercial Banking, Mortgage, Asset Based Lending, Real Estate, Commercial Lending, Small Business Lending, Accounts Receivable, Financial Structuring, Mortgage Lending, Credit, Banking, Portfolio Management, Commercial Mortgages, Underwriting, Commercial Real Estate, Due Diligence, Mergers & Acquisitions, Real Estate Development, Funding, Real Estate Economics, Negotiation, Refinance, Finance, Business Development, Real Estate Transactions, Real Estate Financing, Loan Origination, Private Equity, Credit Analysis, Disposition, Construction Loans, Brokerage, Asset Management, Mortgage Banking, Investment Properties, Investments, Valuation, Lines Of Credit, Commercial Finance, FHA, Residential Mortgages, USDA, Loan Servicing, Structured Finance, Loss Mitigation
Education
The University of Texas at Austin 1969 — 1973
Bachelor's Degree
Kevin Malone's Bank of Boston Experience 1981 - 1998
Job Market President at TD Bank NA
Industry Banking
Experience
TD Bank NA January 2012 - Present
TD Bank NA 2002 - Present
Barclays Capital January 2000 - March 2003
BankBoston, NA 1981 - 2002
ABN AMRO 1998 - 2000
Bank of Boston 1981 - 1998
Skills
Commercial Lending, Business Strategy, Commercial Banking, Credit, Asset Based Lending, Banking, Credit Analysis, Credit Risk, Loans, Portfolio Management, Middle Market, Capital Markets, Retail Banking, Risk Management, Cash Management, Financial Analysis, Loan Origination
Education
University of Massachusetts Boston 1977 — 1981
Bachelor of Science (BS), Economics/Finance
Boston College High 1973 — 1977
TD Bank NA January 2012 - Present
TD Bank NA 2002 - Present
Barclays Capital January 2000 - March 2003
BankBoston, NA 1981 - 2002
ABN AMRO 1998 - 2000
Bank of Boston 1981 - 1998
Skills
Commercial Lending, Business Strategy, Commercial Banking, Credit, Asset Based Lending, Banking, Credit Analysis, Credit Risk, Loans, Portfolio Management, Middle Market, Capital Markets, Retail Banking, Risk Management, Cash Management, Financial Analysis, Loan Origination
Education
University of Massachusetts Boston 1977 — 1981
Bachelor of Science (BS), Economics/Finance
Boston College High 1973 — 1977
Kelley Colvin Hill's Bank of Boston Experience 1991 - 1996
Job Senior Client Consultant at Borislow Insurance
Industry Insurance
Experience
Borislow Insurance January 2014 - Present
The Guardian Life Insurance Company of America September 2011 - Present
Aetna June 2007 - November 2009
Tufts Health Plan December 2001 - April 2007
Bank of Boston 1991 - 1996
Skills
Health Insurance, Training, CRM, Marketing, Employee Benefits, Leadership, Managed Care, HIPAA, Team Building, Coaching, Claim, New Business Development, Healthcare Management, Sales Operations, Customer Retention, Sales, Strategic Planning, Health Policy, Account Management, Health Care Reform, Medicare, Sales Management, Customer Service, Insurance, Group Insurance, Healthcare, Vendor Management, Negotiation, Underwriting, Disability Insurance, Brokers, Health Savings Accounts, Selling, Salesforce.com
Education
University of Massachusetts, Amherst 1985 — 1988
business
Borislow Insurance January 2014 - Present
The Guardian Life Insurance Company of America September 2011 - Present
Aetna June 2007 - November 2009
Tufts Health Plan December 2001 - April 2007
Bank of Boston 1991 - 1996
Skills
Health Insurance, Training, CRM, Marketing, Employee Benefits, Leadership, Managed Care, HIPAA, Team Building, Coaching, Claim, New Business Development, Healthcare Management, Sales Operations, Customer Retention, Sales, Strategic Planning, Health Policy, Account Management, Health Care Reform, Medicare, Sales Management, Customer Service, Insurance, Group Insurance, Healthcare, Vendor Management, Negotiation, Underwriting, Disability Insurance, Brokers, Health Savings Accounts, Selling, Salesforce.com
Education
University of Massachusetts, Amherst 1985 — 1988
business
Dayna Grillakis's Bank of Boston Experience 1990 - 1994
Job Vice President, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Fidelity Investments 1994 - 2004
Bank of Boston 1990 - 1994
GTE 1989 - 1990
Wang Laboratories 1987 - 1989
Education
University of Massachusetts at Lowell 1983 — 1987
BSBA, Management Information Systems, General
Hellenic American Academy
Fidelity Investments 2004 - Present
Fidelity Investments 1994 - 2004
Bank of Boston 1990 - 1994
GTE 1989 - 1990
Wang Laboratories 1987 - 1989
Education
University of Massachusetts at Lowell 1983 — 1987
BSBA, Management Information Systems, General
Hellenic American Academy
Ali Walsh's Bank of Boston Experience January 1978 - February 1988
Job Managing Director at Middleton & Company, Inc.
Industry Investment Management
Experience
Middleton & Company, Inc. May 1995 - Present
A. K. Walsh, Inc. February 1988 - May 1995
Bank of Boston January 1978 - February 1988
Skills
Management, Estate Planning, Strategic Financial..., Business Strategy, Investments, Asset Management, Financial Planning, Strategic Planning, Strategy
Education
University of Massachusetts, Amherst 1969 — 1974
B.A. and M.Ed.
Middleton & Company, Inc. May 1995 - Present
A. K. Walsh, Inc. February 1988 - May 1995
Bank of Boston January 1978 - February 1988
Skills
Management, Estate Planning, Strategic Financial..., Business Strategy, Investments, Asset Management, Financial Planning, Strategic Planning, Strategy
Education
University of Massachusetts, Amherst 1969 — 1974
B.A. and M.Ed.
Umberto Biancardi's Bank of Boston Experience 1991 - 2000
Job Sr. Application Developer at Citizens Bank
Industry Banking
Experience
Citizens Bank November 2001 - Present
Compuware 2000 - 2001
Bank of Boston 1991 - 2000
Skills
jcl, cobol zos, vsam, ENDEVOR, VBSCRIPT, Assembler, MAINFRAME, FILEAID, Mainframe, COBOL, JCL, VSAM, VBScript, DB2, Fileaid, Endeavor, TSO, Systems Analysis, Production Support, Requirements Gathering, Business Requirements, User Acceptance Testing, Business Analysis, Banking, Integration
Education
University of Massachusetts Boston 1984 — 1990
BACHELORS, MIS
Citizens Bank November 2001 - Present
Compuware 2000 - 2001
Bank of Boston 1991 - 2000
Skills
jcl, cobol zos, vsam, ENDEVOR, VBSCRIPT, Assembler, MAINFRAME, FILEAID, Mainframe, COBOL, JCL, VSAM, VBScript, DB2, Fileaid, Endeavor, TSO, Systems Analysis, Production Support, Requirements Gathering, Business Requirements, User Acceptance Testing, Business Analysis, Banking, Integration
Education
University of Massachusetts Boston 1984 — 1990
BACHELORS, MIS
Michael Shimeld's Bank of Boston Experience June 1991 - June 1992
Job Vice President, Corporate Systems Associates, Inc.
Industry Information Technology and Services
Experience
Corporate Systems Associates, Inc. June 1992 - Present
BNE - Connecticut Bank & Trust April 1986 - July 1992
Bank of Boston June 1991 - June 1992
The Hartford Insurance Group October 1983 - April 1986
Skills
Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, Data Warehousing, PMO, Team Leadership, SDLC, Project Management, Enterprise Architecture, SharePoint, IT Strategy, Visio, Project Planning, PL/SQL, Business Intelligence, Data Analysis, Strategic Planning, Business Process..., Executive Management, Process Improvement, Unix, Security, Insurance, Change Management, Quality Assurance, SQL, Cross-functional Team..., Databases, Risk Management, Software Project..., Program Management, Disaster Recovery, Project Portfolio..., Resource Management, Software Documentation, Network Security, Agile Methodologies, Troubleshooting, Business Requirements, Integration, PMP, Systems Analysis, IT Management, Business Process
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (B.S.), Computer Science and Chemistry
Corporate Systems Associates, Inc. June 1992 - Present
BNE - Connecticut Bank & Trust April 1986 - July 1992
Bank of Boston June 1991 - June 1992
The Hartford Insurance Group October 1983 - April 1986
Skills
Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, Data Warehousing, PMO, Team Leadership, SDLC, Project Management, Enterprise Architecture, SharePoint, IT Strategy, Visio, Project Planning, PL/SQL, Business Intelligence, Data Analysis, Strategic Planning, Business Process..., Executive Management, Process Improvement, Unix, Security, Insurance, Change Management, Quality Assurance, SQL, Cross-functional Team..., Databases, Risk Management, Software Project..., Program Management, Disaster Recovery, Project Portfolio..., Resource Management, Software Documentation, Network Security, Agile Methodologies, Troubleshooting, Business Requirements, Integration, PMP, Systems Analysis, IT Management, Business Process
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (B.S.), Computer Science and Chemistry
Cindy Mauch's Bank of Boston Experience 1990 - 2000
Job Chief Operating Officer at Dorcas International Institute of Rhode Island
Industry Nonprofit Organization Management
Experience
Dorcas International Institute of Rhode Island November 2004 - Present
Literacy Volunteers of Rhode Island July 2001 - September 2004
Bank of Boston 1990 - 2000
Skills
Community Outreach, Non-profits, Grant Writing, Effective leadership &..., Complex problem solving..., Achieve outcomes on..., Focus on quality &..., Experienced financial &..., High level verbal &..., Confident building &..., Compliance, risk &..., Budgets, Nonprofits, Fundraising, Strategic Planning, Management, Volunteer Management, Program Development, Leadership
Education
University of Rhode Island - College of Business Administration 1977 — 1979
MBA, Business
University of Rhode Island - College of Business Administration 1971 — 1975
BS, Finance
Dorcas International Institute of Rhode Island November 2004 - Present
Literacy Volunteers of Rhode Island July 2001 - September 2004
Bank of Boston 1990 - 2000
Skills
Community Outreach, Non-profits, Grant Writing, Effective leadership &..., Complex problem solving..., Achieve outcomes on..., Focus on quality &..., Experienced financial &..., High level verbal &..., Confident building &..., Compliance, risk &..., Budgets, Nonprofits, Fundraising, Strategic Planning, Management, Volunteer Management, Program Development, Leadership
Education
University of Rhode Island - College of Business Administration 1977 — 1979
MBA, Business
University of Rhode Island - College of Business Administration 1971 — 1975
BS, Finance
Cathy Nash's Bank of Boston Experience 1987 - 1993
Job President and CEO at Woodforest National Bank
Industry Banking
Experience
Citizens Republic Bancorp July 2006 - April 2013
Consumer Bankers Association 2009 - March 2013
SunTrust Bank 2003 - 2006
SunTrust Bank 2001 - 2003
SunTrust Bank 1993 - 2001
Bank of Boston 1987 - 1993
Skills
Marketing, Leadership, Commercial Banking, Mergers & Acquisitions, Retail Banking, Banking, Credit Analysis, Commercial Lending, Time Management, Loans, Financial Analysis, Retail, Management, Credit, Business Development, Risk Management, Loan Origination, Strategic Planning, Mortgage Lending, Management Consulting, Consumer Lending, Strategy, Program Management, Business Analysis, Lines Of Credit, Financial Services, Small Business Lending, Sales Management, Finance
Education
University of Central Florida - College of Business Administration 1995 — 1996
MBA, Business
Citizens Republic Bancorp July 2006 - April 2013
Consumer Bankers Association 2009 - March 2013
SunTrust Bank 2003 - 2006
SunTrust Bank 2001 - 2003
SunTrust Bank 1993 - 2001
Bank of Boston 1987 - 1993
Skills
Marketing, Leadership, Commercial Banking, Mergers & Acquisitions, Retail Banking, Banking, Credit Analysis, Commercial Lending, Time Management, Loans, Financial Analysis, Retail, Management, Credit, Business Development, Risk Management, Loan Origination, Strategic Planning, Mortgage Lending, Management Consulting, Consumer Lending, Strategy, Program Management, Business Analysis, Lines Of Credit, Financial Services, Small Business Lending, Sales Management, Finance
Education
University of Central Florida - College of Business Administration 1995 — 1996
MBA, Business
Kelvin Cheng's Bank of Boston Experience December 1995 - April 1999
Job Vice President Valuation and Analytics at StateStreet Corporation
Industry Financial Services
Experience
State Street September 2008 - Present
KPMG August 2001 - September 2008
PricewaterhouseCoopers April 1999 - August 2001
Bank of Boston December 1995 - April 1999
Skills
Securities Valuation..., Fair Value, ASC Topic 820 (formerly..., Fixed Income, OTTI, Mutual Funds, Sarbanes–Oxley (SOX), Financial Analysis, Financial Modeling, Capital Markets, Private Equity, Financial Reporting, Financial Markets, Account Management, Financial Services, Fund Accounting, Risk Management, Valuation, Due Diligence, Securities Pricing, Mergers, Bloomberg, CCAR Stress Testing, RRP - Liquidity and..., Credit Valuation...
Education
University of Massachusetts Boston
B.A. Degree, Business Management
State Street September 2008 - Present
KPMG August 2001 - September 2008
PricewaterhouseCoopers April 1999 - August 2001
Bank of Boston December 1995 - April 1999
Skills
Securities Valuation..., Fair Value, ASC Topic 820 (formerly..., Fixed Income, OTTI, Mutual Funds, Sarbanes–Oxley (SOX), Financial Analysis, Financial Modeling, Capital Markets, Private Equity, Financial Reporting, Financial Markets, Account Management, Financial Services, Fund Accounting, Risk Management, Valuation, Due Diligence, Securities Pricing, Mergers, Bloomberg, CCAR Stress Testing, RRP - Liquidity and..., Credit Valuation...
Education
University of Massachusetts Boston
B.A. Degree, Business Management
Bill Kearney's Bank of Boston Experience 1985 - 1995
Job Managing Director at CIT
Industry Financial Services
Experience
CIT Corporate Finance 2003 - Present
Deutsche Financial/Leveraged Finance Group 1995 - 2000
Bank of Boston 1985 - 1995
Skills
Asset Based Lending, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Credit, Restructuring, Finance, Financial Analysis, Investments, Corporate Finance, Due Diligence, Valuation, Alternative Investments, Banking, Mergers, Factoring, Commercial Lending, Commercial Banking, Loans, Capital Markets, Middle Market, Equities, Financial Services, Underwriting, Business Strategy, Investment Banking, Fixed Income, Small Business Lending, Financial Structuring, Credit Risk, Structured Finance, Credit Analysis
Education
University of Florida 1980 — 1983
Bachelors, Economics
Pine Crest School
CIT Corporate Finance 2003 - Present
Deutsche Financial/Leveraged Finance Group 1995 - 2000
Bank of Boston 1985 - 1995
Skills
Asset Based Lending, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Credit, Restructuring, Finance, Financial Analysis, Investments, Corporate Finance, Due Diligence, Valuation, Alternative Investments, Banking, Mergers, Factoring, Commercial Lending, Commercial Banking, Loans, Capital Markets, Middle Market, Equities, Financial Services, Underwriting, Business Strategy, Investment Banking, Fixed Income, Small Business Lending, Financial Structuring, Credit Risk, Structured Finance, Credit Analysis
Education
University of Florida 1980 — 1983
Bachelors, Economics
Pine Crest School
Mark Denomme's Bank of Boston Experience 1988 - 2000
Job Managing Director at Siguler Guff
Industry Investment Management
Experience
Siguler Guff & Company April 2014 - Present
Newstar Financial May 2012 - April 2014
Hercules Technology Growth Capital October 2006 - May 2012
Consilium Partners March 2000 - 2006
Bank of Boston 1988 - 2000
Skills
Private Equity, LBO, Mergers, Investment Banking, Corporate Finance, Leveraged Finance, Buyouts, Growth Capital, Mezzanine, Capital Raising, Capital Markets, Middle Market, Portfolio Management, Deal Sourcing, Mergers & Acquisitions, IPO
Education
University of Michigan 1984 — 1988
BBA
Siguler Guff & Company April 2014 - Present
Newstar Financial May 2012 - April 2014
Hercules Technology Growth Capital October 2006 - May 2012
Consilium Partners March 2000 - 2006
Bank of Boston 1988 - 2000
Skills
Private Equity, LBO, Mergers, Investment Banking, Corporate Finance, Leveraged Finance, Buyouts, Growth Capital, Mezzanine, Capital Raising, Capital Markets, Middle Market, Portfolio Management, Deal Sourcing, Mergers & Acquisitions, IPO
Education
University of Michigan 1984 — 1988
BBA
Steve Oser's Bank of Boston Experience 1981 - 1984
Job Director of Development at Pareto Energy, Ltd.
Industry Renewables & Environment
Experience
Pareto Energy, Ltd. December 2007 - Present
Optimal Networks, Inc. 2006 - 2006
AXG Tecnonexo 2005 - 2005
EastBanc Technologies 2000 - 2005
Net Earnings Corp. 1997 - 2000
Trade Point of America 1995 - 1997
Dean Witter Reynolds (now Morgan Stanley) 1992 - 1994
Midland Bank 1990 - 1991
BSI S.A. 1984 - 1990
Bank of Boston 1981 - 1984
Skills
Renewable Energy, Energy, Business Development, Energy Efficiency, Corporate Development, New Business Development, Mergers, Start-ups, Strategic Partnerships, Private Equity, Strategy, Due Diligence, Business Strategy, Emerging Markets, Entrepreneurship, Valuation, International Business, International Business..., Corporate Finance, Management Consulting, Cleantech, Market Research, Competitive Analysis, Restructuring, Business Planning, Finance, Venture Capital, Business, Asset Management, Mergers & Acquisitions, Acquisition Integration, Sustainable Business, Cross-functional Team..., Contract Negotiation, Strategic Planning, Financial Modeling, Investments, Financial Structuring, Investment Banking, E-commerce, Sustainable Energy, Alternative Energy, Solar Energy, Project Finance, Executive Management, Joint Ventures, Smart Grid, Biomass, Social Entrepreneurship, Wind
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1974 — 1976
BS, Finance, Entrepreneurial Management
Horace Mann
Pareto Energy, Ltd. December 2007 - Present
Optimal Networks, Inc. 2006 - 2006
AXG Tecnonexo 2005 - 2005
EastBanc Technologies 2000 - 2005
Net Earnings Corp. 1997 - 2000
Trade Point of America 1995 - 1997
Dean Witter Reynolds (now Morgan Stanley) 1992 - 1994
Midland Bank 1990 - 1991
BSI S.A. 1984 - 1990
Bank of Boston 1981 - 1984
Skills
Renewable Energy, Energy, Business Development, Energy Efficiency, Corporate Development, New Business Development, Mergers, Start-ups, Strategic Partnerships, Private Equity, Strategy, Due Diligence, Business Strategy, Emerging Markets, Entrepreneurship, Valuation, International Business, International Business..., Corporate Finance, Management Consulting, Cleantech, Market Research, Competitive Analysis, Restructuring, Business Planning, Finance, Venture Capital, Business, Asset Management, Mergers & Acquisitions, Acquisition Integration, Sustainable Business, Cross-functional Team..., Contract Negotiation, Strategic Planning, Financial Modeling, Investments, Financial Structuring, Investment Banking, E-commerce, Sustainable Energy, Alternative Energy, Solar Energy, Project Finance, Executive Management, Joint Ventures, Smart Grid, Biomass, Social Entrepreneurship, Wind
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1974 — 1976
BS, Finance, Entrepreneurial Management
Horace Mann
Andrew de Araujo's Bank of Boston Experience September 1989 - August 1993
Job President at Key Capital Advisors
Industry Financial Services
Experience
Key Capital Advisors September 1999 - Present
Bankers Trust August 1993 - September 1999
Bank of Boston September 1989 - August 1993
Skills
Capital Markets, Investments, Private Equity, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Asset Managment, Fixed Income, Investment Advisory, Investment Banking
Education
Tulane University 1985 — 1989
Darien High School
Key Capital Advisors September 1999 - Present
Bankers Trust August 1993 - September 1999
Bank of Boston September 1989 - August 1993
Skills
Capital Markets, Investments, Private Equity, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Asset Managment, Fixed Income, Investment Advisory, Investment Banking
Education
Tulane University 1985 — 1989
Darien High School
Nancy Anoushian's Bank of Boston Experience September 1990 - November 1995
Job AVP at RBS Asset Finance, Inc.
Industry Financial Services
Experience
RBS Asset Finance, Inc. December 1995 - Present
Bank of Boston September 1990 - November 1995
BancBoston Leasing Inc. 1990 - 1995
Education
University of Massachusetts, Amherst 1981 — 1985
B.A., Education
RBS Asset Finance, Inc. December 1995 - Present
Bank of Boston September 1990 - November 1995
BancBoston Leasing Inc. 1990 - 1995
Education
University of Massachusetts, Amherst 1981 — 1985
B.A., Education
Richard Bochicchio's Bank of Boston Experience October 1990 - October 1994
Job Managing Director at TD
Industry Financial Services
Experience
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
Mark Andrew's Bank of Boston Experience March 1987 - October 1999
Job Principal at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners 2007 - Present
Banc of America Securities November 1999 - July 2007
BancBoston Capital 2000 - 2003
Bank of Boston March 1987 - October 1999
Education
University of Massachusetts, Amherst 1982 — 1986
BS
Lexington Partners 2007 - Present
Banc of America Securities November 1999 - July 2007
BancBoston Capital 2000 - 2003
Bank of Boston March 1987 - October 1999
Education
University of Massachusetts, Amherst 1982 — 1986
BS
Morales Marie's Bank of Boston Experience June 1985 - April 1998
Job Almar Travel President/Owner
Industry Leisure, Travel & Tourism
Experience
The Lodge on Long Lake May 2014 - Present
Almar Travel June 2012 - Present
Rockville Bank October 2000 - July 2011
Egremont Inn June 2007 - December 2010
Motel Long Lake & Cottages February 2003 - April 2007
Suffield Chamber of Commerce January 2006 - January 2007
Webster Bank April 1998 - April 2000
Bank of Boston June 1985 - April 1998
Skills
Consumer Lending, Mortgage Lending, Loans, Banking, Customer Service, Commercial Lending, Credit, Budgets, Team Building, Coaching, Sales Management, Sales, Underwriting, Risk Management, Process Improvement, Vacation, Hospitality, Management, Cruises, New Business Development, Honeymoons, Public Speaking, Mortgage Banking, Training, Customer Satisfaction, Retail Banking, Residential Mortgages, Commercial Banking, Loan Origination, Small Business Lending, Credit Analysis, FHA, Portfolio Management, Time Management, Mergers, Investment Properties, Analysis, Leadership Development, Project Planning, Employee Training, Relationship Management, Branch Management, Hotel Booking, Advertising, Direct Sales, Event Planning, Market Research, Tourism, Finance, Marketing
Education
Boston College
University of Massachusetts Boston
International relations, Business
The Lodge on Long Lake May 2014 - Present
Almar Travel June 2012 - Present
Rockville Bank October 2000 - July 2011
Egremont Inn June 2007 - December 2010
Motel Long Lake & Cottages February 2003 - April 2007
Suffield Chamber of Commerce January 2006 - January 2007
Webster Bank April 1998 - April 2000
Bank of Boston June 1985 - April 1998
Skills
Consumer Lending, Mortgage Lending, Loans, Banking, Customer Service, Commercial Lending, Credit, Budgets, Team Building, Coaching, Sales Management, Sales, Underwriting, Risk Management, Process Improvement, Vacation, Hospitality, Management, Cruises, New Business Development, Honeymoons, Public Speaking, Mortgage Banking, Training, Customer Satisfaction, Retail Banking, Residential Mortgages, Commercial Banking, Loan Origination, Small Business Lending, Credit Analysis, FHA, Portfolio Management, Time Management, Mergers, Investment Properties, Analysis, Leadership Development, Project Planning, Employee Training, Relationship Management, Branch Management, Hotel Booking, Advertising, Direct Sales, Event Planning, Market Research, Tourism, Finance, Marketing
Education
Boston College
University of Massachusetts Boston
International relations, Business
Colleen Creamer's Bank of Boston Experience January 1991 - January 1994
Job Learning Consultant
Industry Professional Training & Coaching
Experience
Fidelity Investments June 1998 - Present
Fidelity Investments January 1994 - June 1998
Bank of Boston January 1991 - January 1994
Bank of Boston January 1986 - January 1991
Skills
Instructional Design, ADDIE, Distance Learning, Instructor-led Training, Writing, SnagIt, Captivate, Program Evaluation, Needs Assessment, Grant Writing
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Fidelity Investments June 1998 - Present
Fidelity Investments January 1994 - June 1998
Bank of Boston January 1991 - January 1994
Bank of Boston January 1986 - January 1991
Skills
Instructional Design, ADDIE, Distance Learning, Instructor-led Training, Writing, SnagIt, Captivate, Program Evaluation, Needs Assessment, Grant Writing
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Robert J. Ocko's Bank of Boston Experience October 1994 - April 1999
Job Self Employed
Industry Food & Beverages
Experience
Camille's Sidewalk Cafe (Closed 12/09) January 2007 - December 2009
Mellon Financial March 2000 - March 2002
Bank of Boston October 1994 - April 1999
BankBoston October 1994 - April 1999
BayBank December 1990 - September 1992
Bank of New England February 1989 - December 1990
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Hotel, Restaurant, and Travel Administration
Camille's Sidewalk Cafe (Closed 12/09) January 2007 - December 2009
Mellon Financial March 2000 - March 2002
Bank of Boston October 1994 - April 1999
BankBoston October 1994 - April 1999
BayBank December 1990 - September 1992
Bank of New England February 1989 - December 1990
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Hotel, Restaurant, and Travel Administration
Gail Peck's Bank of Boston Experience September 1989 - June 1994
Job Treasurer at Trinity Industries
Industry Real Estate
Experience
Trinity Industries May 2010 - Present
Centex Corporation January 2001 - August 2009
American Airlines June 1996 - October 2000
Bank of Boston September 1989 - June 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Trinity College-Hartford 1985 — 1989
BA, Economics
Trinity Industries May 2010 - Present
Centex Corporation January 2001 - August 2009
American Airlines June 1996 - October 2000
Bank of Boston September 1989 - June 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Trinity College-Hartford 1985 — 1989
BA, Economics
Jason Zauls's Bank of Boston Experience 1995 - 1999
Job Good Samaritan Medical Center at Steward
Industry Hospital & Health Care
Experience
Steward September 2012 - Present
Medical University of South Carolina July 2007 - June 2011
Bank of Boston 1995 - 1999
Skills
Healthcare Management, Healthcare, Hospitals, Medicine
Education
University of Chicago - The Pritzker School of Medicine 2002 — 2006
M.D., Medicine
University of Rhode Island - College of Business Administration 1990 — 1994
B.S., Accounting
Steward September 2012 - Present
Medical University of South Carolina July 2007 - June 2011
Bank of Boston 1995 - 1999
Skills
Healthcare Management, Healthcare, Hospitals, Medicine
Education
University of Chicago - The Pritzker School of Medicine 2002 — 2006
M.D., Medicine
University of Rhode Island - College of Business Administration 1990 — 1994
B.S., Accounting
Jose Arnaldo Vieira, MSc, CAIA's Bank of Boston Experience 1992 - 1999
Job President at Logikos Capital Management
Industry Financial Services
Experience
Logikos Capital Management January 2009 - Present
Bank of America March 1992 - July 2008
BankBoston 1992 - 1999
Bank of Boston 1992 - 1999
Banco Nacional Brazil December 1988 - March 1992
Skills
Cash Management, Banking, Finance, Analysis, Payments, Outsourcing, Investments, Hedge Funds, Risk Management, Financial Services, Portfolio Management, Management, Financial Markets, Corporate Finance, Capital Markets, Derivatives, Business Strategy, Fixed Income, Investment Banking, Strategic Planning
Education
Universidade Federal do Rio de Janeiro 1987 — 1990
Master of Science, Stricto Sensu MBA in Finance and Marketing
Logikos Capital Management January 2009 - Present
Bank of America March 1992 - July 2008
BankBoston 1992 - 1999
Bank of Boston 1992 - 1999
Banco Nacional Brazil December 1988 - March 1992
Skills
Cash Management, Banking, Finance, Analysis, Payments, Outsourcing, Investments, Hedge Funds, Risk Management, Financial Services, Portfolio Management, Management, Financial Markets, Corporate Finance, Capital Markets, Derivatives, Business Strategy, Fixed Income, Investment Banking, Strategic Planning
Education
Universidade Federal do Rio de Janeiro 1987 — 1990
Master of Science, Stricto Sensu MBA in Finance and Marketing
Robert DiPietro's Bank of Boston Experience April 1981 - April 1983
Job Project Management Office Manager at ISBAN
Industry Information Technology and Services
Experience
ISBAN (Santander Group) December 2010 - Present
Bank of America July 2006 - December 2010
Bank of America October 2002 - July 2006
Verizon October 2001 - October 2002
BankBoston 1993 - 2001
McCracken Computer Inc. 1991 - 1993
BankBoston 1983 - 1991
Bank of Boston April 1981 - April 1983
Hingham Public Schools September 1979 - April 1981
Education
University of Massachusetts Boston 1974 — 1979
B.A., Spanish, Education
ISBAN (Santander Group) December 2010 - Present
Bank of America July 2006 - December 2010
Bank of America October 2002 - July 2006
Verizon October 2001 - October 2002
BankBoston 1993 - 2001
McCracken Computer Inc. 1991 - 1993
BankBoston 1983 - 1991
Bank of Boston April 1981 - April 1983
Hingham Public Schools September 1979 - April 1981
Education
University of Massachusetts Boston 1974 — 1979
B.A., Spanish, Education
Mary Daly's Bank of Boston Experience 1988 - 1996
Job Senior Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
Rose Thomas - Stoddard's Bank of Boston Experience 1988 - 1990
Job Human Resources Executive at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Bank of America March 2009 - April 2013
Bank of America May 2007 - November 2008
Bank of America July 2005 - May 2007
Banknorth September 2003 - July 2005
The Cam Neely Fundation for Cancer Care September 2001 - September 2003
FleetBoston Financial/BankBoston September 1997 - July 2001
BankBoston July 1996 - July 1997
Banc Boston Leasing 1996 - 1996
Bank of Boston 1988 - 1990
Skills
Banking, Financial Risk, Capital Markets, Portfolio Management, Financial Institutions, Cash Management, Loan Origination, Leveraged Finance, Wealth Management, Underwriting, Derivatives, Retail Banking, Mortgage Lending, Credit Risk, Enterprise Risk..., Financial Services, Treasury Management, AML, Operational Risk, Investment Banking, Auditing, Operational Risk...
Education
University of Pittsburgh 1983 — 1985
MA, Educational Research Methodology
University of Pittsburgh 1978 — 1982
BS, Movement Therapy
Bank of America April 2013 - Present
Bank of America March 2009 - April 2013
Bank of America May 2007 - November 2008
Bank of America July 2005 - May 2007
Banknorth September 2003 - July 2005
The Cam Neely Fundation for Cancer Care September 2001 - September 2003
FleetBoston Financial/BankBoston September 1997 - July 2001
BankBoston July 1996 - July 1997
Banc Boston Leasing 1996 - 1996
Bank of Boston 1988 - 1990
Skills
Banking, Financial Risk, Capital Markets, Portfolio Management, Financial Institutions, Cash Management, Loan Origination, Leveraged Finance, Wealth Management, Underwriting, Derivatives, Retail Banking, Mortgage Lending, Credit Risk, Enterprise Risk..., Financial Services, Treasury Management, AML, Operational Risk, Investment Banking, Auditing, Operational Risk...
Education
University of Pittsburgh 1983 — 1985
MA, Educational Research Methodology
University of Pittsburgh 1978 — 1982
BS, Movement Therapy
Jean O'Connell's Bank of Boston Experience June 1976 - October 1998
Job Experienced Accountant and Financial Services Professional
Industry Hospital & Health Care
Experience
Shaw's Supermarkets May 2011 - Present
VFW Post 3264 February 2012 - January 2014
Clinical Science Lab 2010 - 2010
Caritas Christi Health Care June 2005 - January 2009
Caritas Christi Health Care April 2001 - June 2005
Equiserve 2000 - 2005
Bank of Boston June 1976 - October 1998
Skills
Financial Analysis, Cash Management, GAAP, Corporate Actions, Account Reconciliation, Budgets, Financial Reporting, Process Improvement, General Ledger, Accounting, Microsoft Excel, Accounts Receivable, Financial Accounting, Healthcare, Forecasting, Project Management, Financial Services, Strategic Planning, Finance, Public Speaking, Public Relations, Community Outreach, Volunteer Management, Veterans Affairs, Product Marketing, Microsoft Word, QuickBooks, Product Demonstration, Accounts Payable, Customer Service, Analysis, Internal Audit, Risk Management
Education
University of Massachusetts Boston 1976 — 1980
BA
Stoughton High School 1973 — 1974
Shaw's Supermarkets May 2011 - Present
VFW Post 3264 February 2012 - January 2014
Clinical Science Lab 2010 - 2010
Caritas Christi Health Care June 2005 - January 2009
Caritas Christi Health Care April 2001 - June 2005
Equiserve 2000 - 2005
Bank of Boston June 1976 - October 1998
Skills
Financial Analysis, Cash Management, GAAP, Corporate Actions, Account Reconciliation, Budgets, Financial Reporting, Process Improvement, General Ledger, Accounting, Microsoft Excel, Accounts Receivable, Financial Accounting, Healthcare, Forecasting, Project Management, Financial Services, Strategic Planning, Finance, Public Speaking, Public Relations, Community Outreach, Volunteer Management, Veterans Affairs, Product Marketing, Microsoft Word, QuickBooks, Product Demonstration, Accounts Payable, Customer Service, Analysis, Internal Audit, Risk Management
Education
University of Massachusetts Boston 1976 — 1980
BA
Stoughton High School 1973 — 1974
Joseph Feeney's Bank of Boston Experience 1985 - 1991
Job CEO & Chief Investment Officer at Boston Partners
Industry Investment Management
Experience
Boston Partners / Robeco Investment Management 2007 - Present
Robeco Boston Partners 2004 - 2007
Boston Partners Asset Management 1995 - 2003
Putnam Investments 1992 - 1995
Bank of Boston 1985 - 1991
Skills
Asset Managment, Investment Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Investment Strategies, Fixed Income, Portfolio Management, Fund Of Funds, Financial Markets
Education
The University of Chicago 1991 — 1993
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business Admin & Economics
Boston Partners / Robeco Investment Management 2007 - Present
Robeco Boston Partners 2004 - 2007
Boston Partners Asset Management 1995 - 2003
Putnam Investments 1992 - 1995
Bank of Boston 1985 - 1991
Skills
Asset Managment, Investment Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Investment Strategies, Fixed Income, Portfolio Management, Fund Of Funds, Financial Markets
Education
The University of Chicago 1991 — 1993
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business Admin & Economics
Judy Wang Bedell's Bank of Boston Experience April 1995 - June 1997
Job Mandarin Chinese Teacher at Salem High School
Industry Education Management
Experience
Salem High School August 2013 - Present
Shore Country Day School September 2010 - Present
The Salem Athenaeum February 2009 - Present
Panda Land Chinese January 2009 - Present
The Phoenix School January 2012 - April 2012
Cartus 2011 - 2012
Peabody Essex Museum 2010 - 2011
Fidelity Investments January 2007 - August 2008
Fidelity Investments June 1997 - May 2007
Bank of Boston April 1995 - June 1997
Skills
English, French, Storytelling, Cross-cultural Training, Chinese, Teaching, Multilingual, Tutoring, Software Development, C++, Java, Problem Solving, Mandarin, Cross-cultural, Entrepreneurship, International Business, Social Networking, Public Relations, Social Media, Fundraising, Data Analysis, Event Planning, Nonprofits, Public Speaking
Education
University of Connecticut 1987 — 1991
MS, Computer Science
Tsinghua University 1979 — 1984
BE, Computer Engineering and Technology
Salem High School August 2013 - Present
Shore Country Day School September 2010 - Present
The Salem Athenaeum February 2009 - Present
Panda Land Chinese January 2009 - Present
The Phoenix School January 2012 - April 2012
Cartus 2011 - 2012
Peabody Essex Museum 2010 - 2011
Fidelity Investments January 2007 - August 2008
Fidelity Investments June 1997 - May 2007
Bank of Boston April 1995 - June 1997
Skills
English, French, Storytelling, Cross-cultural Training, Chinese, Teaching, Multilingual, Tutoring, Software Development, C++, Java, Problem Solving, Mandarin, Cross-cultural, Entrepreneurship, International Business, Social Networking, Public Relations, Social Media, Fundraising, Data Analysis, Event Planning, Nonprofits, Public Speaking
Education
University of Connecticut 1987 — 1991
MS, Computer Science
Tsinghua University 1979 — 1984
BE, Computer Engineering and Technology
Mary Ann Brennan Newcomb's Bank of Boston Experience 1977 - 1981
Job Chief Adminstrative Officer at Hub Financial Charities
Industry Education Management
Experience
Brenmore Educational Consulting January 2011 - Present
Hub Financial Charities September 2010 - January 2014
Boston Childrens Chorus 2007 - September 2009
metrosouthwest employment board 2001 - 2007
Bank of Boston 1977 - 1981
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Grant Writing, Leadership, Marketing, Strategic Planning, Nonprofits, Event Planning, Program Development, Grants, Public Speaking, Editing, Career Counseling, Philanthropy, Board Development
Education
Trinity University-Washington 1968 — 1972
BA, Urban Studies
Winchester High School 1964 — 1968
The University of Chicago
Brenmore Educational Consulting January 2011 - Present
Hub Financial Charities September 2010 - January 2014
Boston Childrens Chorus 2007 - September 2009
metrosouthwest employment board 2001 - 2007
Bank of Boston 1977 - 1981
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Grant Writing, Leadership, Marketing, Strategic Planning, Nonprofits, Event Planning, Program Development, Grants, Public Speaking, Editing, Career Counseling, Philanthropy, Board Development
Education
Trinity University-Washington 1968 — 1972
BA, Urban Studies
Winchester High School 1964 — 1968
The University of Chicago
Shawn Ridley's Bank of Boston Experience April 1988 - March 1992
Job Principal at Ridley Capital Group
Industry Investment Banking
Experience
Ridley Capital Group March 2009 - Present
Atlas Brown, Inc. December 2004 - March 2009
Hilliard Lyons Asset Management March 1992 - December 2004
Bank of Boston April 1988 - March 1992
Skills
Investments, Investment Advisory, Investment Management, Investment Strategies, Options, Alternative Investments, Asset Managment, Retirement Planning, Wealth Management, Estate Planning, Series 7, Private Equity, Corporate Finance, Mutual Funds, Strategic Financial..., Asset Management, Equities, Investment Banking, Capital Markets, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Securities
Education
Charter Financial Analyst Designation 1989 — 1991
University of Denver 1982 — 1986
B.A., Economics; Public Affairs, Philosophy
Ridley Capital Group March 2009 - Present
Atlas Brown, Inc. December 2004 - March 2009
Hilliard Lyons Asset Management March 1992 - December 2004
Bank of Boston April 1988 - March 1992
Skills
Investments, Investment Advisory, Investment Management, Investment Strategies, Options, Alternative Investments, Asset Managment, Retirement Planning, Wealth Management, Estate Planning, Series 7, Private Equity, Corporate Finance, Mutual Funds, Strategic Financial..., Asset Management, Equities, Investment Banking, Capital Markets, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Securities
Education
Charter Financial Analyst Designation 1989 — 1991
University of Denver 1982 — 1986
B.A., Economics; Public Affairs, Philosophy
Annis Gill-Miller's Bank of Boston Experience December 1990 - March 1996
Job Market Manager Vice President
Industry Banking
Experience
Salem Five Bank October 2008 - Present
Bank of America August 2004 - October 2008
Citizens Bank March 2002 - July 2004
Citizens Bank April 1997 - June 2001
Citizens Bank April 1996 - March 1997
Bank of Boston December 1990 - March 1996
Bank of Boston June 1987 - August 1990
Skills
Series 6, Series 63, Banking, Retail Banking, Investments, Management, Training, Sales, Recruiting, Marketing, Branch Banking, Cross Selling, Marketing Strategy
Education
University of North Carolina at Greensboro 1985 — 1987
Bachelor of Arts (B.A.), Psychology and Economics
Saint Mary's College 1983 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Salem Five Bank October 2008 - Present
Bank of America August 2004 - October 2008
Citizens Bank March 2002 - July 2004
Citizens Bank April 1997 - June 2001
Citizens Bank April 1996 - March 1997
Bank of Boston December 1990 - March 1996
Bank of Boston June 1987 - August 1990
Skills
Series 6, Series 63, Banking, Retail Banking, Investments, Management, Training, Sales, Recruiting, Marketing, Branch Banking, Cross Selling, Marketing Strategy
Education
University of North Carolina at Greensboro 1985 — 1987
Bachelor of Arts (B.A.), Psychology and Economics
Saint Mary's College 1983 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Elsa Garrandes's Bank of Boston Experience 1996 - 1998
Job at Helm Bank USA
Industry Financial Services
Experience
Helm Bank USA January 2015 - Present
Floridian Community Bank, Inc. August 2010 - December 2014
JAG & Associates, Inc. 1998 - August 2010
Bank of Boston 1996 - 1998
Kislak National Bank 1993 - 1996
Republic National Bankf 1988 - 1993
Banco Popular de Puerto Rico 1984 - 1988
Skills
Bank Secrecy Act, Risk Management, Microsoft Excel
Education
Universidad Interamericana - San Juan, PR 1981 — 1984
BA, Accounting
Universidad de Puerto Rico 1971 — 1976
BA, Education
Helm Bank USA January 2015 - Present
Floridian Community Bank, Inc. August 2010 - December 2014
JAG & Associates, Inc. 1998 - August 2010
Bank of Boston 1996 - 1998
Kislak National Bank 1993 - 1996
Republic National Bankf 1988 - 1993
Banco Popular de Puerto Rico 1984 - 1988
Skills
Bank Secrecy Act, Risk Management, Microsoft Excel
Education
Universidad Interamericana - San Juan, PR 1981 — 1984
BA, Accounting
Universidad de Puerto Rico 1971 — 1976
BA, Education
Carlos Bernace's Bank of Boston Experience 1985 - 1987
Job Consultant
Industry Financial Services
Experience
Shelton and Stewart Realtors, LLC November 2008 - Present
Hencorp Becstone Capital, L.C. March 2003 - Present
Hamilton Bank, N.A. March 1989 - January 2002
Intercontinental Bank 1987 - 1989
Bank of Boston 1985 - 1987
Skills
Banking, Credit, Credit Analysis, Strategic Planning, Risk Management, Business Strategy, Financial Analysis, Business Planning, Management Consulting, Due Diligence, Corporate Finance, Finance, Financial Risk, Structured Finance, Commercial Banking, Portfolio Management, Trade Finance, Loans, Investments, Financial Modeling, Private Equity, Asset Management, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation
Education
Thunderbird School of Global Management 1984 — 1985
Masters International Management, Finance
University of Miami - School of Business 1979 — 1983
BBA, International Marketing & Finance
Shelton and Stewart Realtors, LLC November 2008 - Present
Hencorp Becstone Capital, L.C. March 2003 - Present
Hamilton Bank, N.A. March 1989 - January 2002
Intercontinental Bank 1987 - 1989
Bank of Boston 1985 - 1987
Skills
Banking, Credit, Credit Analysis, Strategic Planning, Risk Management, Business Strategy, Financial Analysis, Business Planning, Management Consulting, Due Diligence, Corporate Finance, Finance, Financial Risk, Structured Finance, Commercial Banking, Portfolio Management, Trade Finance, Loans, Investments, Financial Modeling, Private Equity, Asset Management, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation
Education
Thunderbird School of Global Management 1984 — 1985
Masters International Management, Finance
University of Miami - School of Business 1979 — 1983
BBA, International Marketing & Finance
Phillip Littleton's Bank of Boston Experience 1986 - 1990
Job President and CEO
Industry International Affairs
Experience
Holt International Children's Services December 2003 - Present
Russ Reid Company January 1994 - December 2003
Creative Artists Agency 1990 - 1993
Bank of Boston 1986 - 1990
Skills
Strategic Planning, Non-profits, Team Building, Fundraising, Leadership, Philanthropy, Public Speaking, Nonprofits, Marketing Communications, Marketing, Community Outreach, Organizational..., Public Relations, Social Media, Volunteer Management, Advertising
Education
University of Oklahoma - Price College of Business 1981 — 1985
Bachelor of Business Administration, Finance
Amarillo High School
Holt International Children's Services December 2003 - Present
Russ Reid Company January 1994 - December 2003
Creative Artists Agency 1990 - 1993
Bank of Boston 1986 - 1990
Skills
Strategic Planning, Non-profits, Team Building, Fundraising, Leadership, Philanthropy, Public Speaking, Nonprofits, Marketing Communications, Marketing, Community Outreach, Organizational..., Public Relations, Social Media, Volunteer Management, Advertising
Education
University of Oklahoma - Price College of Business 1981 — 1985
Bachelor of Business Administration, Finance
Amarillo High School
Rebecca Goodman Olshansky's Bank of Boston Experience November 1977 - March 1991
Job Marketing/Occupancy Director at Tower One/Tower East
Industry Nonprofit Organization Management
Experience
Tower One/Tower East June 1998 - Present
Staff Builders HomeCare Services September 1992 - May 1998
Bank of Boston November 1977 - March 1991
Skills
Public Speaking, Community Outreach, Fundraising, Program Development, Strategic Planning, Event Planning, Volunteer Management, Community Development, Leadership Development, Public Relations, Grants, Philanthropy, Organizational..., Board Development, Workshop Facilitation, Grant Writing, Community Organizing, Event Management, Social Networking, Staff Development, Newsletters, Small Business, Media Relations, Marketing Communications, Case Management, Leadership, Social Services, Team Building, Proposal Writing, Elder Care, Coaching
Education
Mitchell College
University of New Haven
Bachelor of Arts
Tower One/Tower East June 1998 - Present
Staff Builders HomeCare Services September 1992 - May 1998
Bank of Boston November 1977 - March 1991
Skills
Public Speaking, Community Outreach, Fundraising, Program Development, Strategic Planning, Event Planning, Volunteer Management, Community Development, Leadership Development, Public Relations, Grants, Philanthropy, Organizational..., Board Development, Workshop Facilitation, Grant Writing, Community Organizing, Event Management, Social Networking, Staff Development, Newsletters, Small Business, Media Relations, Marketing Communications, Case Management, Leadership, Social Services, Team Building, Proposal Writing, Elder Care, Coaching
Education
Mitchell College
University of New Haven
Bachelor of Arts
Dashevschi Jaime's Bank of Boston Experience August 1998 - March 2001
Job Vice President at Bank Leumi
Industry Banking
Experience
Bank Leumi July 2002 - Present
Bank of Boston August 1998 - March 2001
Banco Santander February 1992 - August 1998
Skills
Customer Service, Research, Strategic Planning, Negotiation, Bloomberg, Foreign Currency, Corporate Finance, Emerging Markets, Latin America, Economics, Derivatives, Highly self-motivated, Problem Solving, Asset Managment, Business Development, Financial Analysis, Brazilian Portuguese, Wealth Management, Financial Markets, Structured Products, Equities, Options, Fixed Income, Investment Banking, Series 7, Series 63, Back Office, Private Banking, Asset Management, Mutual Funds
Education
Universidade Paulista 1994 — 2000
Bachelor of Arts (B.A.), Business Administration (2000), 5
Bialik
Bank Leumi July 2002 - Present
Bank of Boston August 1998 - March 2001
Banco Santander February 1992 - August 1998
Skills
Customer Service, Research, Strategic Planning, Negotiation, Bloomberg, Foreign Currency, Corporate Finance, Emerging Markets, Latin America, Economics, Derivatives, Highly self-motivated, Problem Solving, Asset Managment, Business Development, Financial Analysis, Brazilian Portuguese, Wealth Management, Financial Markets, Structured Products, Equities, Options, Fixed Income, Investment Banking, Series 7, Series 63, Back Office, Private Banking, Asset Management, Mutual Funds
Education
Universidade Paulista 1994 — 2000
Bachelor of Arts (B.A.), Business Administration (2000), 5
Bialik
Stephen Yurewicz's Bank of Boston Experience April 1984 - December 1999
Job
Industry Information Technology and Services
Experience
Sovereign Bank January 2009 - September 2009
Sovereign Bank January 2005 - December 2008
Sovereign Bank January 2004 - December 2004
Sovereign Bank January 2003 - December 2004
Sovereign Bank January 2000 - December 2002
Bank of Boston April 1984 - December 1999
Skills
Change Management, Integration, Business Analysis, ITIL, Training, SDLC, Visio, Disaster Recovery, Requirements Analysis, Management, Testing, Software Documentation, Vendor Management, Process Improvement, Banking, Software Project..., Requirements Gathering, PMP, Risk Management
Education
University of Massachusetts Boston 1983 — 1985
Information Technology
Sovereign Bank January 2009 - September 2009
Sovereign Bank January 2005 - December 2008
Sovereign Bank January 2004 - December 2004
Sovereign Bank January 2003 - December 2004
Sovereign Bank January 2000 - December 2002
Bank of Boston April 1984 - December 1999
Skills
Change Management, Integration, Business Analysis, ITIL, Training, SDLC, Visio, Disaster Recovery, Requirements Analysis, Management, Testing, Software Documentation, Vendor Management, Process Improvement, Banking, Software Project..., Requirements Gathering, PMP, Risk Management
Education
University of Massachusetts Boston 1983 — 1985
Information Technology
William Irvine's Bank of Boston Experience June 1996 - July 2000
Job Managing DirectorInstitutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
Eliot Klein's Bank of Boston Experience 1979 - 2000
Job Vice President at TD Bank
Industry Banking
Experience
TD Bank 2012 - Present
Cambridge Trust Company 2002 - 2012
Bank of Boston 1979 - 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Private Equity, Real Estate Economics, Banking, Portfolio Management, Loans
Education
Trinity College-Hartford
Bachelor of Arts (B.A.)
TD Bank 2012 - Present
Cambridge Trust Company 2002 - 2012
Bank of Boston 1979 - 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Private Equity, Real Estate Economics, Banking, Portfolio Management, Loans
Education
Trinity College-Hartford
Bachelor of Arts (B.A.)
Alfred (Chris) Christensen's Bank of Boston Experience September 1983 - July 1989
Job Principal at Saybrook Associates
Industry Real Estate
Experience
AppraisalPacific Inc. September 2001 - Present
Saybrook Associates August 2000 - Present
Edwards Theatres October 1997 - August 2000
Deloitte October 1992 - October 1997
Real Estate Advisory Services November 1989 - September 1992
Bank of Boston September 1983 - July 1989
Richard H. Barry and Associates March 1980 - September 1983
Education
Antioch University Los Angeles 1993 — 1995
MA, Management
The University of Connecticut 1975 — 1980
Bachelor of Arts, Economics / Real Estate
AppraisalPacific Inc. September 2001 - Present
Saybrook Associates August 2000 - Present
Edwards Theatres October 1997 - August 2000
Deloitte October 1992 - October 1997
Real Estate Advisory Services November 1989 - September 1992
Bank of Boston September 1983 - July 1989
Richard H. Barry and Associates March 1980 - September 1983
Education
Antioch University Los Angeles 1993 — 1995
MA, Management
The University of Connecticut 1975 — 1980
Bachelor of Arts, Economics / Real Estate
Ann Thon's Bank of Boston Experience January 1994 - January 2000
Job Executive Admin at The Hartford
Industry Financial Services
Experience
The Hartford December 2006 - Present
Hartford Insurance Co December 2006 - Present
Bank of America January 1976 - September 2005
Bank of America/Fleet Bank January 2000 - January 2005
Bank of Boston January 1994 - January 2000
Society for Savings January 1987 - January 1994
Education
University of Connecticut 1979 — 1983
Finance, Finance/Accounting
The Hartford December 2006 - Present
Hartford Insurance Co December 2006 - Present
Bank of America January 1976 - September 2005
Bank of America/Fleet Bank January 2000 - January 2005
Bank of Boston January 1994 - January 2000
Society for Savings January 1987 - January 1994
Education
University of Connecticut 1979 — 1983
Finance, Finance/Accounting
David Lourie's Bank of Boston Experience July 1989 - March 1990
Job Hospital & Health Care Professional (IT)
Industry Hospital & Health Care
Experience
Medco Health Solutions 1996 - 2012
Health Insurance Plan of New York (HIP) August 1990 - May 1996
Putnam Investments April 1990 - July 1990
Bank of Boston July 1989 - March 1990
Skills
30+ years experience on..., Cobol II, DB2 SQL, DB2..., CICS is my specialty!, VSAM, SPUFI, Expediter,..., Microsoft Word, Microsoft Excel, Microsoft Office 2007
Education
University of Maine 1971 — 1975
Mathematics
Medco Health Solutions 1996 - 2012
Health Insurance Plan of New York (HIP) August 1990 - May 1996
Putnam Investments April 1990 - July 1990
Bank of Boston July 1989 - March 1990
Skills
30+ years experience on..., Cobol II, DB2 SQL, DB2..., CICS is my specialty!, VSAM, SPUFI, Expediter,..., Microsoft Word, Microsoft Excel, Microsoft Office 2007
Education
University of Maine 1971 — 1975
Mathematics
Ched Markovich's Bank of Boston Experience June 1988 - September 1994
Job Insurance Agent at Peter M Bakker Agency
Industry Insurance
Experience
Peter M Bakker Agency December 1998 - Present
Bank of Boston June 1988 - September 1994
Skills
Propery &Casualty..., Insurance
Education
Trinity College-Hartford 1961 — 1965
Bachelor of Arts
Trinity School NYC 1957 — 1961
High School Diploma
Peter M Bakker Agency December 1998 - Present
Bank of Boston June 1988 - September 1994
Skills
Propery &Casualty..., Insurance
Education
Trinity College-Hartford 1961 — 1965
Bachelor of Arts
Trinity School NYC 1957 — 1961
High School Diploma
Sabrina Roberts's Bank of Boston Experience July 1990 - February 1994
Job Client Associate at Merrill Lynch
Industry Construction
Experience
Merrill Lynch January 2014 - Present
Fabrizio Construction September 2012 - January 2014
Roberts Roost Baked Goods April 2008 - May 2010
BankBoston May 1995 - March 2000
BankBoston February 1994 - May 1995
Bank of Boston July 1990 - February 1994
Skills
Project Management, Process Management, Customer-focused Service, Written & Oral..., Staffing Coordination, staffing analysis, ADP Payroll, Communication Skills, SurveyMonkey, Survey Design, Invoice Processing, Software Evaluations, Profitability Tracking, Financial Analysis, Cross-functional Team..., Cross-functional..., Issues Managment, Risk Analysis
Education
Boston University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of San Diego 1986 — 1987
International Business
Merrill Lynch January 2014 - Present
Fabrizio Construction September 2012 - January 2014
Roberts Roost Baked Goods April 2008 - May 2010
BankBoston May 1995 - March 2000
BankBoston February 1994 - May 1995
Bank of Boston July 1990 - February 1994
Skills
Project Management, Process Management, Customer-focused Service, Written & Oral..., Staffing Coordination, staffing analysis, ADP Payroll, Communication Skills, SurveyMonkey, Survey Design, Invoice Processing, Software Evaluations, Profitability Tracking, Financial Analysis, Cross-functional Team..., Cross-functional..., Issues Managment, Risk Analysis
Education
Boston University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of San Diego 1986 — 1987
International Business
Kristen Schwartz's Bank of Boston Experience 1987 - 2001
Job Banking Professional
Industry Banking
Experience
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Education
University of Massachusetts, Amherst
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Education
University of Massachusetts, Amherst