Bank of New England
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Bank of New England Employees
Employee
Years
Job
Industry
John Farmer John Farmer's Bank of New England Experience 1983 - 1990
Job Senior Vice President at Eastern Bank
Industry Banking
Experience
Eastern Bank 1990 - Present
Bank of New England 1983 - 1990
Skills
Commercial Lending, Risk Management, Commercial Real Estate, Credit, Banking, Cash Management, Financial Services, Relationship Management, Credit Risk, Commercial Banking, Loans, Credit Analysis, Workout, Strategic Financial..., Cash Flow, Restructuring
Education
Stonier Graduate School of Banking 1993 — 1996
Banking
Bentley University 1979 — 1983
BS, Management
Eastern Bank 1990 - Present
Bank of New England 1983 - 1990
Skills
Commercial Lending, Risk Management, Commercial Real Estate, Credit, Banking, Cash Management, Financial Services, Relationship Management, Credit Risk, Commercial Banking, Loans, Credit Analysis, Workout, Strategic Financial..., Cash Flow, Restructuring
Education
Stonier Graduate School of Banking 1993 — 1996
Banking
Bentley University 1979 — 1983
BS, Management
Elizabeth Benz Elizabeth Benz's Bank of New England Experience December 1987 - June 1990
Job Licensed Support to Financial Advisors
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
Mersive June 2014 - October 2014
Thrivent Financial September 2010 - May 2014
EMC November 2000 - October 2003
Sybase February 1997 - October 2000
ING July 1990 - January 1997
Bank of New England December 1987 - June 1990
Electronic Data Systems July 1985 - November 1987
Skills
Salesforce.com, Client Service Oriented, Software Quality..., Securities License, FLMI, Series 6, Series 63, Status Tracking, Project Coordination, Microsoft Office, Close Attention to..., Building Relationships, Customer Support, Financial Services
Education
Boston University 1988 — 1990
partial Master of Business Administration (M.B.A.), Information Systems Management, GPA 3.9
Luther College 1981 — 1985
Bachelor's Degree, Mathematics and Management Information Systems, GPA 3.85 magna cum laude
Thrivent Financial November 2014 - Present
Mersive June 2014 - October 2014
Thrivent Financial September 2010 - May 2014
EMC November 2000 - October 2003
Sybase February 1997 - October 2000
ING July 1990 - January 1997
Bank of New England December 1987 - June 1990
Electronic Data Systems July 1985 - November 1987
Skills
Salesforce.com, Client Service Oriented, Software Quality..., Securities License, FLMI, Series 6, Series 63, Status Tracking, Project Coordination, Microsoft Office, Close Attention to..., Building Relationships, Customer Support, Financial Services
Education
Boston University 1988 — 1990
partial Master of Business Administration (M.B.A.), Information Systems Management, GPA 3.9
Luther College 1981 — 1985
Bachelor's Degree, Mathematics and Management Information Systems, GPA 3.85 magna cum laude
Pamela Belmonte Pamela Belmonte's Bank of New England Experience 2004 - 2007
Job Senior Vice President, CFO PRIMARY BANK
Industry Banking
Experience
PRIMARY BANK 2015 - Present
Alec's Shoe Store, Inc. 2011 - 2014
The Nashua Bank (now a division of Lake Sunapee Bank) 2007 - 2010
Bank of New England 2004 - 2007
Skills
Banking, Accounting, Budgets, General Ledger, Account Reconciliation, Project Management, Accounting Applications, QuickBooks, Vendor Management, Team Building, Financial Analysis, Finance, Risk Management, Small Business, Internal Audit, Strategic Planning, Disaster Recovery, Managerial Finance, Financial Reporting, Cash Management, Management, 10 Key, Data Analysis, Microsoft Office, Office Management, Employee Training, Employee Benefits, Risk Assessment, Retail Banking, Loans
Education
Franklin Pierce University
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Southern New Hampshire University
Associate's degree, Accounting
PRIMARY BANK 2015 - Present
Alec's Shoe Store, Inc. 2011 - 2014
The Nashua Bank (now a division of Lake Sunapee Bank) 2007 - 2010
Bank of New England 2004 - 2007
Skills
Banking, Accounting, Budgets, General Ledger, Account Reconciliation, Project Management, Accounting Applications, QuickBooks, Vendor Management, Team Building, Financial Analysis, Finance, Risk Management, Small Business, Internal Audit, Strategic Planning, Disaster Recovery, Managerial Finance, Financial Reporting, Cash Management, Management, 10 Key, Data Analysis, Microsoft Office, Office Management, Employee Training, Employee Benefits, Risk Assessment, Retail Banking, Loans
Education
Franklin Pierce University
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Southern New Hampshire University
Associate's degree, Accounting
Artie Ferraro's Bank of New England Experience 1984 - 1986
Job Owner at Arthur Ferraro Painting
Industry Construction
Experience
Arthur Ferraro Painting 1986 - Present
Bank of New England 1984 - 1986
Cambridge Public Schools 1980 - 1983
Education
Fitchburg State College 1975 — 1979
Arthur Ferraro Painting 1986 - Present
Bank of New England 1984 - 1986
Cambridge Public Schools 1980 - 1983
Education
Fitchburg State College 1975 — 1979
Dana Bernard, MBA Dana Bernard, MBA's Bank of New England Experience May 1985 - October 1988
Job Financial Advisor at Royal Alliance Associates
Industry Financial Services
Experience
Royal Alliance Associates February 1992 - Present
Royal Alliance Associates INC February 1992 - Present
First Financial Resources May 1985 - October 1988
Bank of New England May 1985 - October 1988
Skills
Investments, Financial Services, Securities, Finance, Insurance, Banking, Retirement Income..., Investment Management, Estate Planning, Retirement Saving, Cash-Flow Planning, Financial Plan..., Brokerage, Alternative Investments, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
Colby College 1974 — 1978
Bachelor of Arts (BA), Administrative Science
Royal Alliance Associates February 1992 - Present
Royal Alliance Associates INC February 1992 - Present
First Financial Resources May 1985 - October 1988
Bank of New England May 1985 - October 1988
Skills
Investments, Financial Services, Securities, Finance, Insurance, Banking, Retirement Income..., Investment Management, Estate Planning, Retirement Saving, Cash-Flow Planning, Financial Plan..., Brokerage, Alternative Investments, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
Colby College 1974 — 1978
Bachelor of Arts (BA), Administrative Science
CHERNELL KAYEMBE, MBA CHERNELL KAYEMBE, MBA's Bank of New England Experience 1992 - 1993
Job Retention Specialist/Globe Life And Accident Insurance Company
Industry Insurance
Experience
Globe Life And Accident Insurance Company February 2015 - Present
Target Corporation October 2013 - February 2015
Bank of America October 2005 - April 2012
Fleet Bank July 1998 - September 2005
Fleet Bank June 1995 - June 1998
Fleet Bank May 1993 - June 1995
Bank of New England 1992 - 1993
Bank of New England 1990 - 1992
Skills
Customer Service, Leadership, Training, Portfolio Management, Treasury Services, Commercial Banking, Research, Outlook, Time Management, Microsoft Excel, Treasury Management, Mentoring, Project Management, Supervising, Building Relationships, Microsoft Word, PowerPoint, Human Effectiveness, Procedure Writing, Diversity Training, Problem Solving, Highly Detailed, Troubleshooting, Bookkeeping, Office..., Critical Thinking, Banking, Payments, Call Centers, Cash Management, Management, Customer Satisfaction
Education
Capella University 2012 — 2013
Graduate Certificate, Project Management, 4.0
New England College of Finance 2012 — 2013
Associates degree, Business Information Systems
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.30
University of Phoenix
Bachelor's degree, Business Management, 3.42
Globe Life And Accident Insurance Company February 2015 - Present
Target Corporation October 2013 - February 2015
Bank of America October 2005 - April 2012
Fleet Bank July 1998 - September 2005
Fleet Bank June 1995 - June 1998
Fleet Bank May 1993 - June 1995
Bank of New England 1992 - 1993
Bank of New England 1990 - 1992
Skills
Customer Service, Leadership, Training, Portfolio Management, Treasury Services, Commercial Banking, Research, Outlook, Time Management, Microsoft Excel, Treasury Management, Mentoring, Project Management, Supervising, Building Relationships, Microsoft Word, PowerPoint, Human Effectiveness, Procedure Writing, Diversity Training, Problem Solving, Highly Detailed, Troubleshooting, Bookkeeping, Office..., Critical Thinking, Banking, Payments, Call Centers, Cash Management, Management, Customer Satisfaction
Education
Capella University 2012 — 2013
Graduate Certificate, Project Management, 4.0
New England College of Finance 2012 — 2013
Associates degree, Business Information Systems
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.30
University of Phoenix
Bachelor's degree, Business Management, 3.42
William M. Sheehan William M. Sheehan's Bank of New England Experience 1984 - 1989
Job CORPORATE DEVELOPMENT EXECUTIVE • STRATEGIST • BUSINESS BUILDER
Industry Venture Capital & Private Equity
Experience
SHEEHAN Group 2010 - Present
IRONSIDE CAPITAL LLC / IRONSIDE VENTURES LLC March 2000 - 2012
Manulife Asset Management September 2007 - February 2010
MF Private Capital March 1998 - July 2000
AT&T Capital Corporation 1995 - 1998
American Finance Group 1989 - 1995
Bank of New England 1984 - 1989
Skills
Private Equity, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Mergers, Due Diligence, Business Development, Investments, Management, Portfolio Management
Education
Colby College 1981 — 1984
BA, Double Major: Business and German
SHEEHAN Group 2010 - Present
IRONSIDE CAPITAL LLC / IRONSIDE VENTURES LLC March 2000 - 2012
Manulife Asset Management September 2007 - February 2010
MF Private Capital March 1998 - July 2000
AT&T Capital Corporation 1995 - 1998
American Finance Group 1989 - 1995
Bank of New England 1984 - 1989
Skills
Private Equity, Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Mergers, Due Diligence, Business Development, Investments, Management, Portfolio Management
Education
Colby College 1981 — 1984
BA, Double Major: Business and German
Harold Birk Harold Birk's Bank of New England Experience 1988 - 1990
Job Senior Consultant at CEIS Review Inc.
Industry Financial Services
Experience
CEIS Review Inc. November 2014 - Present
Natixis North America May 2004 - April 2013
CIBC World Markets 1990 - 2003
Bank of New England 1988 - 1990
Skills
High Yield, Loan Origination, Finance, Credit Analysis, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Trading, Financial Risk, Credit Risk, Credit, Corporate Finance, Equities, Portfolio Management, Underwriting, Investments, Loans, Management, Restructuring, Mutual Funds, Structured Finance, Capital Markets
Education
Boston College
Bachelor of Arts (B.A.), Psychology and Accounting, Magna Cum Laude
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
CEIS Review Inc. November 2014 - Present
Natixis North America May 2004 - April 2013
CIBC World Markets 1990 - 2003
Bank of New England 1988 - 1990
Skills
High Yield, Loan Origination, Finance, Credit Analysis, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Trading, Financial Risk, Credit Risk, Credit, Corporate Finance, Equities, Portfolio Management, Underwriting, Investments, Loans, Management, Restructuring, Mutual Funds, Structured Finance, Capital Markets
Education
Boston College
Bachelor of Arts (B.A.), Psychology and Accounting, Magna Cum Laude
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Perry St. Louis's Bank of New England Experience 1989 - 1996
Job Long Term Disability Analyst at Sun Life Financial
Industry Insurance
Experience
Stone Coast Fund Services November 2012 - February 2014
Pine Tree Legal Assistance, Inc. March 2012 - May 2012
Social Security Law Group September 2010 - September 2011
Baker Newman Noyes May 2007 - August 2010
GenRe / JHA April 2000 - June 2006
Unum 1998 - 2000
Bank of New England 1989 - 1996
RECOLL Management 1989 - 1996
New England Financial Resources 1988 - 1989
Yankee Bank 1985 - 1987
Skills
Brand Awareness, Marketing Communications, Business Networking, Organization Skills, Collateral, Event Planning, Marketing, Proposal Writing
Education
Boston University 2012 — 2012
Paralegal Certificate
Bentley University 1980 — 1983
BS with Honors, Marketing and Management
Stone Coast Fund Services November 2012 - February 2014
Pine Tree Legal Assistance, Inc. March 2012 - May 2012
Social Security Law Group September 2010 - September 2011
Baker Newman Noyes May 2007 - August 2010
GenRe / JHA April 2000 - June 2006
Unum 1998 - 2000
Bank of New England 1989 - 1996
RECOLL Management 1989 - 1996
New England Financial Resources 1988 - 1989
Yankee Bank 1985 - 1987
Skills
Brand Awareness, Marketing Communications, Business Networking, Organization Skills, Collateral, Event Planning, Marketing, Proposal Writing
Education
Boston University 2012 — 2012
Paralegal Certificate
Bentley University 1980 — 1983
BS with Honors, Marketing and Management
Brant Blumstein's Bank of New England Experience January 1986 - January 1989
Job Consultant/Coach/Facilitator & Trainer/Instructional Designer
Industry Professional Training & Coaching
Experience
Independent Consultant/Contractor 2001 - Present
Mandel Communications, Inc. May 2003 - June 2013
NetSpeed Learning Solutions January 2010 - May 2011
ZengerMiller/AchieveGlobal August 1989 - March 2002
Bank of New England January 1986 - January 1989
Skills
Coaching, Facilitating, Instructional Design, Training, Team Building, Executive Development, Facilitators, Program Management, Workshop Facilitation, Human Resources, Training Facilitation, Performance Improvement, Instructor-led Training, Strategic Planning, Leadership Development, Leadership, Organizational..., Executive Coaching, Training Delivery, Project Management, Culture Change, Facilitation, Conflict Resolution, Blended Learning, Personal Development, Employee Training, Emotional Intelligence, Organizational..., Public Speaking, Management Development, Career Development, E-Learning
Education
Boston University
M.A, English
Clark University
B.A, English
Independent Consultant/Contractor 2001 - Present
Mandel Communications, Inc. May 2003 - June 2013
NetSpeed Learning Solutions January 2010 - May 2011
ZengerMiller/AchieveGlobal August 1989 - March 2002
Bank of New England January 1986 - January 1989
Skills
Coaching, Facilitating, Instructional Design, Training, Team Building, Executive Development, Facilitators, Program Management, Workshop Facilitation, Human Resources, Training Facilitation, Performance Improvement, Instructor-led Training, Strategic Planning, Leadership Development, Leadership, Organizational..., Executive Coaching, Training Delivery, Project Management, Culture Change, Facilitation, Conflict Resolution, Blended Learning, Personal Development, Employee Training, Emotional Intelligence, Organizational..., Public Speaking, Management Development, Career Development, E-Learning
Education
Boston University
M.A, English
Clark University
B.A, English
Paul Kochis Paul Kochis's Bank of New England Experience August 1981 - August 1991
Job Author
Industry Writing and Editing
Experience
Self Employed November 2012 - Present
San Francisco YMCA September 2010 - June 2014
BNY Mellon August 2002 - March 2005
BNYMellon.com 1998 - August 2002
Comerica Bank 1991 - 1993
Bank of New England August 1981 - August 1991
Skills
Sales Management, Executive Management, Investments, Fundraising, Public Speaking, Research, Event Planning, Leadership, Budgets, Entrepreneurship, Strategy, Business Planning, Business Development, Management, Sales, Strategic Planning, Analysis, Leadership Development, Public Relations, Start-ups, Organizational..., Social Media, Business Strategy, Event Management
Education
Washington University in St. Louis 1971 — 1974
Juris Doctor, Law
College of the Holy Cross 1964 — 1968
Bachelors, Economics
Our Lady of Good Counsel High School 1960 — 1964
Self Employed November 2012 - Present
San Francisco YMCA September 2010 - June 2014
BNY Mellon August 2002 - March 2005
BNYMellon.com 1998 - August 2002
Comerica Bank 1991 - 1993
Bank of New England August 1981 - August 1991
Skills
Sales Management, Executive Management, Investments, Fundraising, Public Speaking, Research, Event Planning, Leadership, Budgets, Entrepreneurship, Strategy, Business Planning, Business Development, Management, Sales, Strategic Planning, Analysis, Leadership Development, Public Relations, Start-ups, Organizational..., Social Media, Business Strategy, Event Management
Education
Washington University in St. Louis 1971 — 1974
Juris Doctor, Law
College of the Holy Cross 1964 — 1968
Bachelors, Economics
Our Lady of Good Counsel High School 1960 — 1964
Robert Whelan, CFA's Bank of New England Experience 1983 - 1989
Job Chief Financial Officer
Industry Investment Management
Experience
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Cheryl Behan's Bank of New England Experience 1984 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
In Transition July 2012 - Present
BTMU Capital Corporation 2003 - 2012
BTMU Capital Corporation 1996 - 2003
BTMU Capital Corporation 1994 - 1996
BTMU Capital Corporation 1991 - 1993
BTMU Capital Corporation 1990 - 1991
Bank of New England 1984 - 1989
Skills
Structured Finance, Portfolio Management, Risk Management, Business Process..., Customer Oriented, Asset Based Lending, Lease Administration, Mentoring, Team Building, Equipment Leasing, Leadership, Team Leadership, Financial Services, Management, Credit, Business Process, Cross-functional Team..., Strategic Planning
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Boston University
Master of Business Administration (M.B.A.)
In Transition July 2012 - Present
BTMU Capital Corporation 2003 - 2012
BTMU Capital Corporation 1996 - 2003
BTMU Capital Corporation 1994 - 1996
BTMU Capital Corporation 1991 - 1993
BTMU Capital Corporation 1990 - 1991
Bank of New England 1984 - 1989
Skills
Structured Finance, Portfolio Management, Risk Management, Business Process..., Customer Oriented, Asset Based Lending, Lease Administration, Mentoring, Team Building, Equipment Leasing, Leadership, Team Leadership, Financial Services, Management, Credit, Business Process, Cross-functional Team..., Strategic Planning
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Boston University
Master of Business Administration (M.B.A.)
David A. Rountree David A. Rountree's Bank of New England Experience 1985 - 1991
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2010 - Present
Citizens Bank 1999 - 2010
State Street Bank 1991 - 1999
Bank of New England 1985 - 1991
FNB Financial Company 1982 - 1985
The First National Bank of Boston 1977 - 1982
Skills
Leadership, Banking, Investments, Finance, Capital Markets, Commercial Banking, Credit, Loans, Commercial Lending, Leadership Development, Financial Analysis, Management, Mutual Funds, Credit Analysis, Credit Risk, Portfolio Management
Education
Harvard Business School 2005 — 2005
Executive Education Program - St. Andrews, Scotland
Babson College 1976 — 1977
MBA
Trinity College-Hartford 1972 — 1976
B.A., Economics
Dartmouth College 1975 — 1975
12-College Exchange Program
First Republic Bank April 2010 - Present
Citizens Bank 1999 - 2010
State Street Bank 1991 - 1999
Bank of New England 1985 - 1991
FNB Financial Company 1982 - 1985
The First National Bank of Boston 1977 - 1982
Skills
Leadership, Banking, Investments, Finance, Capital Markets, Commercial Banking, Credit, Loans, Commercial Lending, Leadership Development, Financial Analysis, Management, Mutual Funds, Credit Analysis, Credit Risk, Portfolio Management
Education
Harvard Business School 2005 — 2005
Executive Education Program - St. Andrews, Scotland
Babson College 1976 — 1977
MBA
Trinity College-Hartford 1972 — 1976
B.A., Economics
Dartmouth College 1975 — 1975
12-College Exchange Program
Scott Hammond's Bank of New England Experience July 1987 - July 1989
Job Senior Vice President Commercial Credit Review Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
Daniel Guerin Daniel Guerin's Bank of New England Experience January 1989 - August 1990
Job Business Development Manager at Lumenate
Industry Computer Software
Experience
Lumenate October 2014 - Present
Bridgewater Raynham School District August 2013 - June 2014
MEDITECH 1991 - 2013
Bank of New England January 1989 - August 1990
Skills
MEDITECH software, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, CRM, Training
Education
University of Massachusetts Lowell 1990 — 1991
Master's Degree, Curriculum and Instruction
College of the Holy Cross 1978 — 1982
Bachelor's Degree, History
Lumenate October 2014 - Present
Bridgewater Raynham School District August 2013 - June 2014
MEDITECH 1991 - 2013
Bank of New England January 1989 - August 1990
Skills
MEDITECH software, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, CRM, Training
Education
University of Massachusetts Lowell 1990 — 1991
Master's Degree, Curriculum and Instruction
College of the Holy Cross 1978 — 1982
Bachelor's Degree, History
Daniel J Landers's Bank of New England Experience March 1981 - June 1991
Job Senior Vice President at Rockland Trust
Industry Banking
Experience
Rockland Trust October 2014 - Present
Flagstar Bank March 2011 - June 2013
Citizens Bank March 1998 - March 2011
BTM Capital Corporation July 1991 - March 1998
Bank of New England March 1981 - June 1991
Skills
Financial Analysis, Banking, Risk Management, Sales Management, Credit, Loans, Financial Risk, Credit Analysis, Business Strategy, Commercial Banking, Mortgage Lending, Credit Risk, Leadership, Asset Based Finance, Dealer Finance, Consumer Financing, Asset Based Lending
Education
Boston College 1976 — 1980
Bachelor of Arts (BA), Accounting
Boston College high School 1971 — 1975
Rockland Trust October 2014 - Present
Flagstar Bank March 2011 - June 2013
Citizens Bank March 1998 - March 2011
BTM Capital Corporation July 1991 - March 1998
Bank of New England March 1981 - June 1991
Skills
Financial Analysis, Banking, Risk Management, Sales Management, Credit, Loans, Financial Risk, Credit Analysis, Business Strategy, Commercial Banking, Mortgage Lending, Credit Risk, Leadership, Asset Based Finance, Dealer Finance, Consumer Financing, Asset Based Lending
Education
Boston College 1976 — 1980
Bachelor of Arts (BA), Accounting
Boston College high School 1971 — 1975
Steve Davis, CFP®'s Bank of New England Experience 1985 - 1987
Job President, CERTIFIED FINANCIAL PLANNER™ at Davis Financial
Industry Financial Services
Experience
Davis Financial 1991 - Present
Patch.com January 2011 - December 2012
Conway & Davis 1991 - 2004
Union Central 1990 - 1991
Fleet Bank 1988 - 1989
Central Savings Bank 1987 - 1988
Bank of New England 1985 - 1987
Skills
Retirement Income..., Financial Planning, Communications, Strategic Financial..., Retirement Planning, Public Speaking, Writing
Education
Bentley University 1982 — 1985
BS, Economics and Finance
Davis Financial 1991 - Present
Patch.com January 2011 - December 2012
Conway & Davis 1991 - 2004
Union Central 1990 - 1991
Fleet Bank 1988 - 1989
Central Savings Bank 1987 - 1988
Bank of New England 1985 - 1987
Skills
Retirement Income..., Financial Planning, Communications, Strategic Financial..., Retirement Planning, Public Speaking, Writing
Education
Bentley University 1982 — 1985
BS, Economics and Finance
John Worcester, CFA John Worcester, CFA's Bank of New England Experience July 1984 - January 1992
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Byron Priebe Byron Priebe's Bank of New England Experience 1985 - 1991
Job Security Management
Industry Security and Investigations
Experience
Lee Properties, Inc 2013 - 2014
Red Bull 2010 - 2013
UPS 2007 - 2010
Gold Star Foods 2006 - 2007
3325 Wilshire Tower 2003 - 2006
Aon Center 2000 - 2003
Trillium Towers 1995 - 2000
Bank of New England 1985 - 1991
Whatcom County Crisis Center 1982 - 1984
Tacoma-Pierce County Child Guidance Clinic 1981 - 1984
Skills
Security, Security Management, Corporate Security, Crisis Management, Operations Management, Team Leadership, Team Building, Management, Leadership, Private Investigations, Police, Weapons, Enforcement, Access Control, Risk Assessment, Security Training, Security Operations, Policy
Education
Workplace Violence, Los Angeles 2010 — 2010
Sexual Harassment in the Workplace, Orange CA 2008 — 2009
Los Angeles Fire Department 2003 — 2003
Civilian Emergency Response Team Training
Red Cross Symposium, Irvine CA 2002 — 2002
FBI Threat Assessment Training
Bellingham Technical College 1984 — 1984
Banking
Whatcom County Community College 1983 — 1984
English Literature Studies
Shan Tung Black Tiger/ White Crane Kung Fu, Bellingham WA 1981 — 1982
Tan Tran, Instructor
Western Washington University 1981 — 1982
General University Requirements
Shotokan Karate, Bellingham WA 1979 — 1981
Kevin Silvas, Instructor
Lee Properties, Inc 2013 - 2014
Red Bull 2010 - 2013
UPS 2007 - 2010
Gold Star Foods 2006 - 2007
3325 Wilshire Tower 2003 - 2006
Aon Center 2000 - 2003
Trillium Towers 1995 - 2000
Bank of New England 1985 - 1991
Whatcom County Crisis Center 1982 - 1984
Tacoma-Pierce County Child Guidance Clinic 1981 - 1984
Skills
Security, Security Management, Corporate Security, Crisis Management, Operations Management, Team Leadership, Team Building, Management, Leadership, Private Investigations, Police, Weapons, Enforcement, Access Control, Risk Assessment, Security Training, Security Operations, Policy
Education
Workplace Violence, Los Angeles 2010 — 2010
Sexual Harassment in the Workplace, Orange CA 2008 — 2009
Los Angeles Fire Department 2003 — 2003
Civilian Emergency Response Team Training
Red Cross Symposium, Irvine CA 2002 — 2002
FBI Threat Assessment Training
Bellingham Technical College 1984 — 1984
Banking
Whatcom County Community College 1983 — 1984
English Literature Studies
Shan Tung Black Tiger/ White Crane Kung Fu, Bellingham WA 1981 — 1982
Tan Tran, Instructor
Western Washington University 1981 — 1982
General University Requirements
Shotokan Karate, Bellingham WA 1979 — 1981
Kevin Silvas, Instructor
Lissa B (Iverson) Potts's Bank of New England Experience 1983 - 1991
Job Consultant at ParkertorresInc
Industry Financial Services
Experience
ParkertorresInc May 2013 - Present
BVP Inc. (Commercial Real Estate Management and Development) 2003 - Present
FLEETBOSTON FINANCIAL 2001 - 2003
FLEETBOSTON FINANCIAL 1999 - 2001
BankBoston 1998 - 1999
BANKBOSTON CORPORATION 1995 - 1998
RECOLL MANAGEMENT CORPORATION 1991 - 1995
BANK OF NEW ENGLAND 1983 - 1991
Skills
Strategic Planning, Bilingual, Risk Management, Risk Assessment, Financial Risk, Mergers & Acquisitions, Reporting & Analysis, Financial Services, Project Management, Loss Prevention, Fraud Detection, Process Improvement, Management Consulting, Internal Audit, Performance Auditing, Team Leadership, Leadership Development, Supervisory Experience, Commercial Banking, Commercial Real Estate, Corporate Fraud, Presenting to Senior..., Performance Reporting, Diversity Training, Cultural Diversity, College Recruiting, Volunteer Recruiting, Cross-functional Team..., Consumer Lending, Retail Banking, Quality Assurance, Operational Risk..., Accounting, Integration, Banking, Public Speaking
Education
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS), Accounting
ParkertorresInc May 2013 - Present
BVP Inc. (Commercial Real Estate Management and Development) 2003 - Present
FLEETBOSTON FINANCIAL 2001 - 2003
FLEETBOSTON FINANCIAL 1999 - 2001
BankBoston 1998 - 1999
BANKBOSTON CORPORATION 1995 - 1998
RECOLL MANAGEMENT CORPORATION 1991 - 1995
BANK OF NEW ENGLAND 1983 - 1991
Skills
Strategic Planning, Bilingual, Risk Management, Risk Assessment, Financial Risk, Mergers & Acquisitions, Reporting & Analysis, Financial Services, Project Management, Loss Prevention, Fraud Detection, Process Improvement, Management Consulting, Internal Audit, Performance Auditing, Team Leadership, Leadership Development, Supervisory Experience, Commercial Banking, Commercial Real Estate, Corporate Fraud, Presenting to Senior..., Performance Reporting, Diversity Training, Cultural Diversity, College Recruiting, Volunteer Recruiting, Cross-functional Team..., Consumer Lending, Retail Banking, Quality Assurance, Operational Risk..., Accounting, Integration, Banking, Public Speaking
Education
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS), Accounting
Sheila M. Raposa Sheila M. Raposa's Bank of New England Experience 1986 - 1991
Job Vice President at The Washington Trust Company
Industry Banking
Experience
The Washington Trust Company December 2009 - Present
LDS Employment Resource Services 2005 - 2012
RBS January 1991 - January 2009
Bank of New England 1986 - 1991
Skills
Banking, Risk Management, Cash Management, Strategic Planning, Coaching, Process Improvement, Team Building, Finance, Customer Service, Financial Services, Performance Management, Project Management, Business Development, Marketing, Leadership Development, Vendor Management, Change Management, Relationship Management, Training, Sales, Mergers & Acquisitions, New Business Development, Strategy, Credit, Leadership, Financial Analysis, Commercial Banking, Portfolio Management, Loans, Retail Banking, Management
Education
New England College of Business and Finance 2010 — 2013
Bachelor of Science (B.S.), Finance, Cum Laude
Coach Training Alliance 2009 — 2010
Certification, Business/Personal Coach
Bryant University 2007 — 2007
Certificate, Women's Institute for Leadership
The Washington Trust Company December 2009 - Present
LDS Employment Resource Services 2005 - 2012
RBS January 1991 - January 2009
Bank of New England 1986 - 1991
Skills
Banking, Risk Management, Cash Management, Strategic Planning, Coaching, Process Improvement, Team Building, Finance, Customer Service, Financial Services, Performance Management, Project Management, Business Development, Marketing, Leadership Development, Vendor Management, Change Management, Relationship Management, Training, Sales, Mergers & Acquisitions, New Business Development, Strategy, Credit, Leadership, Financial Analysis, Commercial Banking, Portfolio Management, Loans, Retail Banking, Management
Education
New England College of Business and Finance 2010 — 2013
Bachelor of Science (B.S.), Finance, Cum Laude
Coach Training Alliance 2009 — 2010
Certification, Business/Personal Coach
Bryant University 2007 — 2007
Certificate, Women's Institute for Leadership
Virginia Ann Brophy Virginia Ann Brophy's Bank of New England Experience November 1986 - November 1990
Job Commercial Credit Administration Specialist at Rockland Trust Company
Industry Law Practice
Experience
Rockland Trust Company February 2012 - Present
Brophy & Leonard, LLC November 2007 - February 2012
Cody & Cody, LLC November 2000 - November 2007
Cohasset Conservation Commission 2000 - 2004
Law Offices of William T Kennedy April 1995 - March 1998
Massachusetts Office of the Attorney General, Consumer Protection Bureau May 1993 - November 1993
New England School of Law Library September 1992 - December 1992
Massachusetts Office of the Attorney General September 1992 - December 1992
Bank of New England November 1986 - November 1990
Koff & Lawson April 1985 - November 1986
Skills
Negotiation, Conflict Resolution, Report Writing, Real Estate, Probate, Mediation, Problem Solving, Trusts, Estate Planning, Wills, Guardianship, Elder Law, Estate Administration
Education
Cape Mediation 2007 — 2007
Mediation Skills Training
New England School of Law 1988 — 1992
Juris Doctor, Law
Fitchburg State University 1975 — 1981
B.S, Communications
Rockland Trust Company February 2012 - Present
Brophy & Leonard, LLC November 2007 - February 2012
Cody & Cody, LLC November 2000 - November 2007
Cohasset Conservation Commission 2000 - 2004
Law Offices of William T Kennedy April 1995 - March 1998
Massachusetts Office of the Attorney General, Consumer Protection Bureau May 1993 - November 1993
New England School of Law Library September 1992 - December 1992
Massachusetts Office of the Attorney General September 1992 - December 1992
Bank of New England November 1986 - November 1990
Koff & Lawson April 1985 - November 1986
Skills
Negotiation, Conflict Resolution, Report Writing, Real Estate, Probate, Mediation, Problem Solving, Trusts, Estate Planning, Wills, Guardianship, Elder Law, Estate Administration
Education
Cape Mediation 2007 — 2007
Mediation Skills Training
New England School of Law 1988 — 1992
Juris Doctor, Law
Fitchburg State University 1975 — 1981
B.S, Communications
Bryan Spence Bryan Spence's Bank of New England Experience March 1986 - March 1989
Job Director of Massachusetts Community Relations at American Student Assistance
Industry Philanthropy
Experience
American Student Assistance November 2013 - Present
Northeastern University December 2010 - October 2013
EdVestors September 2007 - November 2010
Delta Dental of Massachusetts December 2002 - February 2007
New England Financial April 1989 - October 2002
Bank of New England March 1986 - March 1989
Skills
Non-profits, Fundraising, Event Planning, Foundations, Stewardship, Philanthropy, Grant Writing, Nonprofits, Community Outreach, Program Management, Program Development, Strategic Communications, Grants, Community Development, Proposal Writing, Strategy, Leadership, Public Speaking, Workshop Facilitation
Education
Brown University
AB
St. Paul's School
Shady Hill School
American Student Assistance November 2013 - Present
Northeastern University December 2010 - October 2013
EdVestors September 2007 - November 2010
Delta Dental of Massachusetts December 2002 - February 2007
New England Financial April 1989 - October 2002
Bank of New England March 1986 - March 1989
Skills
Non-profits, Fundraising, Event Planning, Foundations, Stewardship, Philanthropy, Grant Writing, Nonprofits, Community Outreach, Program Management, Program Development, Strategic Communications, Grants, Community Development, Proposal Writing, Strategy, Leadership, Public Speaking, Workshop Facilitation
Education
Brown University
AB
St. Paul's School
Shady Hill School
Mary Storrs's Bank of New England Experience 1984 - 1990
Job Principal, Director of Research and Benchmarking at Cutter Associates
Industry Investment Management
Experience
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Gregory Badger Gregory Badger's Bank of New England Experience August 1988 - August 1992
Job Managing Director, Group Head Northeast Corp Banking at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2014 - Present
Bank of America Merrill Lynch August 1992 - March 2014
ML 2004 - 2005
Bank of New England August 1988 - August 1992
Education
Boston College - Carroll School of Management 1992 — 1997
Master of Business Administration (MBA), Finance & Mgmt
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting and Finance
SunTrust Robinson Humphrey May 2014 - Present
Bank of America Merrill Lynch August 1992 - March 2014
ML 2004 - 2005
Bank of New England August 1988 - August 1992
Education
Boston College - Carroll School of Management 1992 — 1997
Master of Business Administration (MBA), Finance & Mgmt
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting and Finance
Samuel Philbrick Samuel Philbrick's Bank of New England Experience June 1988 - June 1991
Job President, Asset Based Finance Division at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2007 - Present
Bank of America April 2004 - March 2006
Fleet National Bank June 1997 - March 2004
Fleet National Bank June 1991 - June 1997
Bank of New England June 1988 - June 1991
Bank of New England June 1982 - June 1988
Chase Manhattan Bank August 1980 - June 1982
Skills
Business Transformation..., Commercial Credit Risk..., Customer Focused Sales..., Hold Series 79 and 63..., Asset Based Lending
Education
ABA Stonier Graduate School of Banking 1986 — 1989
Diploma of Graduation
Tufts University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Fine Arts, cum laude
U.S. Bank April 2007 - Present
Bank of America April 2004 - March 2006
Fleet National Bank June 1997 - March 2004
Fleet National Bank June 1991 - June 1997
Bank of New England June 1988 - June 1991
Bank of New England June 1982 - June 1988
Chase Manhattan Bank August 1980 - June 1982
Skills
Business Transformation..., Commercial Credit Risk..., Customer Focused Sales..., Hold Series 79 and 63..., Asset Based Lending
Education
ABA Stonier Graduate School of Banking 1986 — 1989
Diploma of Graduation
Tufts University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Fine Arts, cum laude
Randall Kutch's Bank of New England Experience 1987 - 1992
Job Managing Director at Bay Capital Investment Partners
Industry Capital Markets
Experience
Bay Capital Investment Partners November 2013 - Present
Star Mountain Capital, LLC 2012 - Present
Perseus Finance, L.L.C. 2010 - 2012
MetLife 2006 - 2010
Webster Growth Capital 2004 - 2006
Citizens Capital 1999 - 2004
BankBoston 1992 - 1999
Bank of New England 1987 - 1992
Skills
Mezzanine debt sourcing..., Private Equity and..., Managing fixed income..., Investments, Private Equity, Capital Markets, Portfolio Management, Alternative Investments, Equities, Finance, Credit, Loans, Mezzanine, Leveraged Finance, Commercial Banking, Mutual Funds, Commercial Lending, Middle Market, Underwriting
Education
Boston University Questrom School of Business 1996 — 1999
MBA, Finance
Oklahoma State University 1979 — 1983
B.S., Finance
Bay Capital Investment Partners November 2013 - Present
Star Mountain Capital, LLC 2012 - Present
Perseus Finance, L.L.C. 2010 - 2012
MetLife 2006 - 2010
Webster Growth Capital 2004 - 2006
Citizens Capital 1999 - 2004
BankBoston 1992 - 1999
Bank of New England 1987 - 1992
Skills
Mezzanine debt sourcing..., Private Equity and..., Managing fixed income..., Investments, Private Equity, Capital Markets, Portfolio Management, Alternative Investments, Equities, Finance, Credit, Loans, Mezzanine, Leveraged Finance, Commercial Banking, Mutual Funds, Commercial Lending, Middle Market, Underwriting
Education
Boston University Questrom School of Business 1996 — 1999
MBA, Finance
Oklahoma State University 1979 — 1983
B.S., Finance
David Walker, CFA David Walker, CFA's Bank of New England Experience 1989 - 1990
Job Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
Tom Case Tom Case's Bank of New England Experience 1982 - 1989
Job Senior Director, Technology Services at Synageva BioPharma Corp.
Industry Pharmaceuticals
Experience
Synageva BioPharma Corp. April 2015 - Present
Cubist Pharmaceuticals November 2010 - March 2015
BJ's Wholesale Club August 2008 - October 2010
Boston Scientific 2001 - 2007
Compaq Computer 1995 - 2001
Hewlett-Packard 1989 - 1995
Bank of New England 1982 - 1989
Harvard Community Health Plan 1980 - 1982
Commonwealth of Massachusetts 1977 - 1980
Skills
Vendor Management, IT Strategy, Program Management, Change Management, Budgets, Mergers, Contract Negotiation, Organizational..., Recruiting, Software Deployment, Data Center, Disaster Recovery, IT Management, SDLC, Process Improvement, Cross-functional Team..., Project Management, Integration, Business Analysis, Cloud Computing, IT Operations, Management, Information Technology, Business Process, Security, SharePoint, Troubleshooting, Managed Services, Team Leadership, Outsourcing, Enterprise Software, Strategy, Software Documentation, Mergers & Acquisitions, Enterprise Architecture, Leadership, Networking, Technical Support, Telecommunications, Business Intelligence, Business Process..., Infrastructure, Project Portfolio..., CRM, SaaS, System Deployment, ERP, Visio, Virtualization, Team Management
Education
Bentley University
Executive Education - Certificate in Project Management
State University of New York College at Plattsburgh
Political Science and Government
University at Buffalo
Bachelor of Arts (B.A.), Political Science and Government
Synageva BioPharma Corp. April 2015 - Present
Cubist Pharmaceuticals November 2010 - March 2015
BJ's Wholesale Club August 2008 - October 2010
Boston Scientific 2001 - 2007
Compaq Computer 1995 - 2001
Hewlett-Packard 1989 - 1995
Bank of New England 1982 - 1989
Harvard Community Health Plan 1980 - 1982
Commonwealth of Massachusetts 1977 - 1980
Skills
Vendor Management, IT Strategy, Program Management, Change Management, Budgets, Mergers, Contract Negotiation, Organizational..., Recruiting, Software Deployment, Data Center, Disaster Recovery, IT Management, SDLC, Process Improvement, Cross-functional Team..., Project Management, Integration, Business Analysis, Cloud Computing, IT Operations, Management, Information Technology, Business Process, Security, SharePoint, Troubleshooting, Managed Services, Team Leadership, Outsourcing, Enterprise Software, Strategy, Software Documentation, Mergers & Acquisitions, Enterprise Architecture, Leadership, Networking, Technical Support, Telecommunications, Business Intelligence, Business Process..., Infrastructure, Project Portfolio..., CRM, SaaS, System Deployment, ERP, Visio, Virtualization, Team Management
Education
Bentley University
Executive Education - Certificate in Project Management
State University of New York College at Plattsburgh
Political Science and Government
University at Buffalo
Bachelor of Arts (B.A.), Political Science and Government
Debb Colony Debb Colony's Bank of New England Experience 1983 - 1991
Job Vice President, Commercial Lending, Middlesex Savings Bank: Relationship Manager; Strategic Partner; Trusted Advisor
Industry Banking
Experience
Middlesex Savings Bank 2009 - Present
Sovereign Bank/Banco Santander 2000 - 2009
Fleet Bank 1991 - 2000
Bank of New England 1983 - 1991
The Waltham Weston Hospital 1978 - 1982
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Financial Services, Small Business Lending, Credit Analysis, Strategy, Credit, Small Business, Loan Origination, Negotiation, Strategic Partnerships, Business Development, Cash Management, Commercial Mortgages, Due Diligence, Executive Management, Underwriting, Strategic Financial..., Capital Markets, Loan Structuring, Relationship Development, Financial Structuring, Branch Management, Mortgage Lending, Restructuring, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Lines Of Credit, Leadership, Relationship Management, Corporate Finance, Financial Analysis, Risk Management, Retail Banking, Financial Modeling, Workout, Asset Based Lending, Securities, Credit Risk, Financial Risk, Asset Management, Private Placements, Middle Market, Real Estate Economics, Acquisitions
Education
Simmons College - Simmons School of Management
Masters of Business Administration
Boston University
Masters of Education
Boston University
Bachelor of Arts
Middlesex Savings Bank 2009 - Present
Sovereign Bank/Banco Santander 2000 - 2009
Fleet Bank 1991 - 2000
Bank of New England 1983 - 1991
The Waltham Weston Hospital 1978 - 1982
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Financial Services, Small Business Lending, Credit Analysis, Strategy, Credit, Small Business, Loan Origination, Negotiation, Strategic Partnerships, Business Development, Cash Management, Commercial Mortgages, Due Diligence, Executive Management, Underwriting, Strategic Financial..., Capital Markets, Loan Structuring, Relationship Development, Financial Structuring, Branch Management, Mortgage Lending, Restructuring, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Lines Of Credit, Leadership, Relationship Management, Corporate Finance, Financial Analysis, Risk Management, Retail Banking, Financial Modeling, Workout, Asset Based Lending, Securities, Credit Risk, Financial Risk, Asset Management, Private Placements, Middle Market, Real Estate Economics, Acquisitions
Education
Simmons College - Simmons School of Management
Masters of Business Administration
Boston University
Masters of Education
Boston University
Bachelor of Arts
Bruce Wiley Bruce Wiley's Bank of New England Experience 1990 - 1992
Job CoFounder, Managing Partner at Akerson & Wiley
Industry Real Estate
Experience
Akerson & Wiley 1992 - Present
Landauer Valuation Advisory Services 2010 - 2011
Bank of New England 1990 - 1992
Ernst & Young 1989 - 1990
Denver,CO 1974 - 1989
Education
Bradley University
BA, Philosophy
Akerson & Wiley 1992 - Present
Landauer Valuation Advisory Services 2010 - 2011
Bank of New England 1990 - 1992
Ernst & Young 1989 - 1990
Denver,CO 1974 - 1989
Education
Bradley University
BA, Philosophy
Donna Collins's Bank of New England Experience 1983 - 1991
Job Director of Employee Training and Development at Greylock Federal Credit Union
Industry Human Resources
Experience
Greylock Federal Credit Union April 2013 - Present
Berkshire Bank July 2011 - April 2013
Legacy Banks 2006 - February 2012
Cinnamon Cafe 2001 - 2006
Bank of New England 1983 - 1991
Skills
Human Resources, Training, Employee Benefits, Management, Employee Relations, Onboarding, Banking, Coaching, Performance Management, Succession Planning, Entrepreneurship, Talent Management, Customer Service, Leadership, Organizational..., Recruiting, Leadership Development, Budgets, Employee Training, Strategic Planning, Employee Engagement
Education
University of Massachusetts, Amherst 2009 — 2011
Bachelors of Arts, Business Stusies - Human Resources
American International College
Berkshire Community College
Holyoke Community College
Integrity Solutions
Integrity Solutions
Integrity Solutions
Greylock Federal Credit Union April 2013 - Present
Berkshire Bank July 2011 - April 2013
Legacy Banks 2006 - February 2012
Cinnamon Cafe 2001 - 2006
Bank of New England 1983 - 1991
Skills
Human Resources, Training, Employee Benefits, Management, Employee Relations, Onboarding, Banking, Coaching, Performance Management, Succession Planning, Entrepreneurship, Talent Management, Customer Service, Leadership, Organizational..., Recruiting, Leadership Development, Budgets, Employee Training, Strategic Planning, Employee Engagement
Education
University of Massachusetts, Amherst 2009 — 2011
Bachelors of Arts, Business Stusies - Human Resources
American International College
Berkshire Community College
Holyoke Community College
Integrity Solutions
Integrity Solutions
Integrity Solutions
Eliot Lees Eliot Lees's Bank of New England Experience 1986 - 1992
Job Vice President at SH&E
Industry Airlines/Aviation
Experience
SH&E 1992 - Present
Bank of New England 1986 - 1992
Skills
Airlines, Airports, Aviation, Revenue Analysis, Aircraft, Financial Modeling, Mergers, Due Diligence, Valuation, Financial Analysis, Business Strategy, Forecasting, Business Planning, Market Analysis, Private Equity, Strategy, Strategic Planning, Management Consulting, Operations Management, Start-ups
Education
Boston University 1983 — 1986
MBA, Economics
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
SH&E 1992 - Present
Bank of New England 1986 - 1992
Skills
Airlines, Airports, Aviation, Revenue Analysis, Aircraft, Financial Modeling, Mergers, Due Diligence, Valuation, Financial Analysis, Business Strategy, Forecasting, Business Planning, Market Analysis, Private Equity, Strategy, Strategic Planning, Management Consulting, Operations Management, Start-ups
Education
Boston University 1983 — 1986
MBA, Economics
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
John Walsh, CFA John Walsh, CFA's Bank of New England Experience November 1990 - December 1991
Job Managing Director at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2007 - Present
Brown Brothers Harriman 2001 - 2007
Brown Brothers Harriman December 1991 - June 2001
Bank of New England November 1990 - December 1991
Bain & Company July 1990 - September 1990
Bank of New England June 1987 - July 1990
Skills
Investments, Finance, Private Equity, Banking, Corporate Finance, Wealth Management, Financial Services, Loans, CRM, Management, Project Finance, Small Business, Commercial Lending, Employee Benefits, Mezzanine, Asset Management, Alternative Investments, Hedge Funds, Equities, Mutual Funds
Education
Dartmouth College 1983 — 1987
B.A., Economics and Mathematics
Brown Brothers Harriman June 2007 - Present
Brown Brothers Harriman 2001 - 2007
Brown Brothers Harriman December 1991 - June 2001
Bank of New England November 1990 - December 1991
Bain & Company July 1990 - September 1990
Bank of New England June 1987 - July 1990
Skills
Investments, Finance, Private Equity, Banking, Corporate Finance, Wealth Management, Financial Services, Loans, CRM, Management, Project Finance, Small Business, Commercial Lending, Employee Benefits, Mezzanine, Asset Management, Alternative Investments, Hedge Funds, Equities, Mutual Funds
Education
Dartmouth College 1983 — 1987
B.A., Economics and Mathematics
Laura Alspaugh Laura Alspaugh's Bank of New England Experience 1979 - 1994
Job Senior Investment Consultant
Industry Investment Management
Experience
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
Norman Smith's Bank of New England Experience 1988 - 1990
Job First Vice President at The Bancorp
Industry Banking
Experience
The Bancorp March 2014 - Present
Susquehanna Bank April 2011 - February 2014
Wells Fargo Bank September 2010 - May 2011
CIT Healthcare LLC November 1998 - September 2010
Healthcare Business Credit Corp 1998 - 2009
Commerce Bank 2004 - 2005
Healthcare Finance Group 2003 - 2004
Mellon Bank 1994 - 1998
United Jersey Bank 1990 - 1994
Bank of New England 1988 - 1990
Skills
Asset Based Lending, Risk Management, Team Building, Training, Business Development, Change Management, Credit, Commercial Banking, Management, Loans, Banking, Commercial Lending, Portfolio Management, Leadership, Mergers, Underwriting, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Loan Origination, Due Diligence, Capital Markets, Factoring, Commercial Real Estate, Lines Of Credit, Structured Finance, Sales, Insurance, Finance, Private Equity, Small Business Lending, Executive Management, Credit Risk, Financial Structuring, Financial Services, Corporate Finance
Education
CIT Core Manager Program 2008 — 2008
University of Delaware - Lerner College of Business and Economics 1984 — 1990
MBA, Finance
Drexel University - College of Business and Administration 1975 — 1979
BS, Accounting
Roxborough High School 1971 — 1975
The Bancorp March 2014 - Present
Susquehanna Bank April 2011 - February 2014
Wells Fargo Bank September 2010 - May 2011
CIT Healthcare LLC November 1998 - September 2010
Healthcare Business Credit Corp 1998 - 2009
Commerce Bank 2004 - 2005
Healthcare Finance Group 2003 - 2004
Mellon Bank 1994 - 1998
United Jersey Bank 1990 - 1994
Bank of New England 1988 - 1990
Skills
Asset Based Lending, Risk Management, Team Building, Training, Business Development, Change Management, Credit, Commercial Banking, Management, Loans, Banking, Commercial Lending, Portfolio Management, Leadership, Mergers, Underwriting, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Loan Origination, Due Diligence, Capital Markets, Factoring, Commercial Real Estate, Lines Of Credit, Structured Finance, Sales, Insurance, Finance, Private Equity, Small Business Lending, Executive Management, Credit Risk, Financial Structuring, Financial Services, Corporate Finance
Education
CIT Core Manager Program 2008 — 2008
University of Delaware - Lerner College of Business and Economics 1984 — 1990
MBA, Finance
Drexel University - College of Business and Administration 1975 — 1979
BS, Accounting
Roxborough High School 1971 — 1975
B Branch B Branch's Bank of New England Experience 1991 - Present
Job at Bank of New England
Industry Education Management
Experience
Minutemen Equity Fund 2006 - Present
Bank of New England 1991 - Present
University of Massachusetts Amherst 1975 - Present
Isenberg School of Management -- University of Massachusetts Amherst 1975 - Present
Isenberg School of Management UMass Amherst 1975 - Present
AAII Journal 2014 - 2015
$100 million January 2001 - January 2008
vfb 2003 - 2008
Proactive Technologies Corporation January 1997 - January 1999
Dartmouth College June 1970 - July 1975
Skills
Investments, Financial Institutions, Bankruptcy, Economics, Alternative Investments, Financial Analysis, Valuation, Banking, Corporate Finance, Mergers
Education
University of Massachusetts, Amherst 1975 — 2015
Professor
Dartmouth College 1970 — 1975
of, Economics
University of Michigan 1967 — 1970
Ph.D, Economics
University of Michigan 1967 — 1970
F; F, Economic Principles; Industrial Organization
University of Michigan 1967 — 1970
Ph.D; M.A, Economics
University of Texas (Economics) 1965 — 1968
M A, Economics
University of Texas 1965 — 1967
A, Economic
Teaching Bishop College 1964 — 1966
Review of Research; Associate Editor; Teacher, Banking and Finance; Mathematics
Emory University 1961 — 1965
B.A, Mathematics
Administrative University of Massachusetts
Associate Chairman; Ph.D. Director, General Business and Finance; General Business and Finance
Minutemen Equity Fund 2006 - Present
Bank of New England 1991 - Present
University of Massachusetts Amherst 1975 - Present
Isenberg School of Management -- University of Massachusetts Amherst 1975 - Present
Isenberg School of Management UMass Amherst 1975 - Present
AAII Journal 2014 - 2015
$100 million January 2001 - January 2008
vfb 2003 - 2008
Proactive Technologies Corporation January 1997 - January 1999
Dartmouth College June 1970 - July 1975
Skills
Investments, Financial Institutions, Bankruptcy, Economics, Alternative Investments, Financial Analysis, Valuation, Banking, Corporate Finance, Mergers
Education
University of Massachusetts, Amherst 1975 — 2015
Professor
Dartmouth College 1970 — 1975
of, Economics
University of Michigan 1967 — 1970
Ph.D, Economics
University of Michigan 1967 — 1970
F; F, Economic Principles; Industrial Organization
University of Michigan 1967 — 1970
Ph.D; M.A, Economics
University of Texas (Economics) 1965 — 1968
M A, Economics
University of Texas 1965 — 1967
A, Economic
Teaching Bishop College 1964 — 1966
Review of Research; Associate Editor; Teacher, Banking and Finance; Mathematics
Emory University 1961 — 1965
B.A, Mathematics
Administrative University of Massachusetts
Associate Chairman; Ph.D. Director, General Business and Finance; General Business and Finance
Leslie Mitchell's Bank of New England Experience 1989 - 1990
Job Specialized Baker, Substitute Teacher
Industry Food Production
Experience
Berkshire Hills Regional School District February 2009 - Present
Ski Butternut December 2008 - Present
Broody Hill Cookies December 1999 - Present
Residential Properties Ltd. August 2000 - August 2010
The Baby Guide 2008 - 2009
LJM Designs 2001 - 2009
Barrington Public Schools 2002 - 2003
NorthEast Health Care 1990 - 2000
The Lincoln School 1992 - 1994
Bank of New England 1989 - 1990
Skills
education, bakery, management, Public Speaking, Marketing, Event Planning, Teaching, Editing, Fundraising, Social Media, Community Outreach
Education
Colby College 1984 — 1988
BS, English
Rhode Island School of Design 1982 — 1986
Art and Design
The Lincoln School 1980 — 1984
High School Diploma
Yale University 1983 — 1983
Computer Programming
Berkshire Hills Regional School District February 2009 - Present
Ski Butternut December 2008 - Present
Broody Hill Cookies December 1999 - Present
Residential Properties Ltd. August 2000 - August 2010
The Baby Guide 2008 - 2009
LJM Designs 2001 - 2009
Barrington Public Schools 2002 - 2003
NorthEast Health Care 1990 - 2000
The Lincoln School 1992 - 1994
Bank of New England 1989 - 1990
Skills
education, bakery, management, Public Speaking, Marketing, Event Planning, Teaching, Editing, Fundraising, Social Media, Community Outreach
Education
Colby College 1984 — 1988
BS, English
Rhode Island School of Design 1982 — 1986
Art and Design
The Lincoln School 1980 — 1984
High School Diploma
Yale University 1983 — 1983
Computer Programming
Ronald Roy, CISA Ronald Roy, CISA's Bank of New England Experience 1992 - 1995
Job Senior IT Audit Manager at CVS Health
Industry Retail
Experience
CVS Health October 2007 - Present
Citizens Bank 2002 - 2007
State Street January 2000 - April 2002
Fleet Bank December 1995 - January 2000
Bank of New England 1992 - 1995
Skills
CISA, IT Audit, Auditing, Information Technology, Management, Financial Audits, Change Management, Project Management, Sarbanes-Oxley Act, Leadership, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, SAS70, HIPAA, Internal Controls, Information Security..., Budgets, Business Continuity, Information Security, Risk Assessment, COBIT
Education
Worcester Polytechnic Institute 1999 — 2003
MS, Operations and Information Technology
Bridgewater State University
BS
CVS Health October 2007 - Present
Citizens Bank 2002 - 2007
State Street January 2000 - April 2002
Fleet Bank December 1995 - January 2000
Bank of New England 1992 - 1995
Skills
CISA, IT Audit, Auditing, Information Technology, Management, Financial Audits, Change Management, Project Management, Sarbanes-Oxley Act, Leadership, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, SAS70, HIPAA, Internal Controls, Information Security..., Budgets, Business Continuity, Information Security, Risk Assessment, COBIT
Education
Worcester Polytechnic Institute 1999 — 2003
MS, Operations and Information Technology
Bridgewater State University
BS
Karin Maloney Stifler Karin Maloney Stifler's Bank of New England Experience 1987 - 1990
Job CoFounder of Walden Wealth Partners, LLC
Industry Financial Services
Experience
Walden Wealth Partners, LLC August 2015 - Present
True Wealth Advisors LLC 2004 - July 2015
Financial Planning Association 2008 - 2011
Morningstar Advisor 2002 - 2003
Spero-Smith Investment Advisers 1994 - 1997
The Boston Company 1991 - 1994
Bank of New England 1987 - 1990
Skills
Wealth Management, Retirement, Financial Planning, Financial Advisory, Investments, Wealth, Finance, Retirement Planning, Wealth Management..., Asset Allocation, High Net Worth..., Investment Advisory, Retirement Plan..., Strategic Philanthropy
Education
Centre for Fiduciary Excellence 2010 — 2010
Accredited Investment Fiduciary (AIF)
College for Financial Planning 1988 — 1990
CFP
Northeastern University 1985 — 1987
MBA
Miami University 1977 — 1981
BA
Universidad de Los Andes 1980 — 1980
Walden Wealth Partners, LLC August 2015 - Present
True Wealth Advisors LLC 2004 - July 2015
Financial Planning Association 2008 - 2011
Morningstar Advisor 2002 - 2003
Spero-Smith Investment Advisers 1994 - 1997
The Boston Company 1991 - 1994
Bank of New England 1987 - 1990
Skills
Wealth Management, Retirement, Financial Planning, Financial Advisory, Investments, Wealth, Finance, Retirement Planning, Wealth Management..., Asset Allocation, High Net Worth..., Investment Advisory, Retirement Plan..., Strategic Philanthropy
Education
Centre for Fiduciary Excellence 2010 — 2010
Accredited Investment Fiduciary (AIF)
College for Financial Planning 1988 — 1990
CFP
Northeastern University 1985 — 1987
MBA
Miami University 1977 — 1981
BA
Universidad de Los Andes 1980 — 1980
Thomas Farley Thomas Farley's Bank of New England Experience October 1979 - January 1990
Job Senior Vice President and Senior Credit Officer at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank September 2014 - Present
RBS Citizens Financial Group May 2009 - September 2014
Bank of America January 1990 - May 2009
Bank of New England October 1979 - January 1990
Skills
Commercial Banking, Credit Risk, Relationship Management, Portfolio Management, Credit, Commercial Lending, CRM, Risk Management, Banking, Financial Analysis, Corporate Finance, Credit Analysis, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Middlesex Savings Bank September 2014 - Present
RBS Citizens Financial Group May 2009 - September 2014
Bank of America January 1990 - May 2009
Bank of New England October 1979 - January 1990
Skills
Commercial Banking, Credit Risk, Relationship Management, Portfolio Management, Credit, Commercial Lending, CRM, Risk Management, Banking, Financial Analysis, Corporate Finance, Credit Analysis, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Gerry Garvin's Bank of New England Experience 1983 - 1987
Job Assistant Director, Career Services at Emerson College
Industry Higher Education
Experience
Emerson College 2006 - Present
Garvin Coaching 2000 - Present
Boston College 2004 - 2006
Keystone Associates 2001 - 2002
Northeastern University 1993 - 1999
AT&T Corporation 1988 - 1991
Daly & Company 1987 - 1988
Bank of New England 1983 - 1987
Xerox Corporation 1981 - 1983
Skills
Career Counseling, Life Coaching, Job Search Strategies, Interviewing Skills, Career Development, Personal Development, Alumni Relations, Career Management, Career Assessment, Sales, Marketing, career consulting, Higher Education, Interviews, MBTI, Recruiting, Coaching, Executive Coaching, Resume Writing, Job Search, Student Development, Interview Preparation, Student Affairs
Education
Boston College
Bachelor of Arts (B.A.), English
Boston College
Master of Education (M.Ed.), Counseling Psychology
The CoachesTraining Institute
Certified Professional Co-Active Coach, Life Coach
Emerson College 2006 - Present
Garvin Coaching 2000 - Present
Boston College 2004 - 2006
Keystone Associates 2001 - 2002
Northeastern University 1993 - 1999
AT&T Corporation 1988 - 1991
Daly & Company 1987 - 1988
Bank of New England 1983 - 1987
Xerox Corporation 1981 - 1983
Skills
Career Counseling, Life Coaching, Job Search Strategies, Interviewing Skills, Career Development, Personal Development, Alumni Relations, Career Management, Career Assessment, Sales, Marketing, career consulting, Higher Education, Interviews, MBTI, Recruiting, Coaching, Executive Coaching, Resume Writing, Job Search, Student Development, Interview Preparation, Student Affairs
Education
Boston College
Bachelor of Arts (B.A.), English
Boston College
Master of Education (M.Ed.), Counseling Psychology
The CoachesTraining Institute
Certified Professional Co-Active Coach, Life Coach
Wayne Hardy's Bank of New England Experience July 1987 - June 1990
Job National Account Manager
Industry Packaging and Containers
Experience
Silgan Containers 2011 - Present
Rexam 2010 - 2011
Erie Plastics May 2007 - May 2008
Alcoa August 1999 - March 2007
Nestle September 1996 - July 1999
Unilever August 1993 - September 1996
The Gillette Company August 1990 - September 1993
Bank of New England July 1987 - June 1990
Skills
New Business Development, Plastics, Sales Operations, Retail, Business Strategy, Sales Management, Team Leadership, Sales, Packaging, Training, Customer Service, Management, Leadership, Selling, Marketing, Budgets, Manufacturing, Sales Process, Automotive
Education
Boston College 1983 — 1987
BS, Accounting
Silgan Containers 2011 - Present
Rexam 2010 - 2011
Erie Plastics May 2007 - May 2008
Alcoa August 1999 - March 2007
Nestle September 1996 - July 1999
Unilever August 1993 - September 1996
The Gillette Company August 1990 - September 1993
Bank of New England July 1987 - June 1990
Skills
New Business Development, Plastics, Sales Operations, Retail, Business Strategy, Sales Management, Team Leadership, Sales, Packaging, Training, Customer Service, Management, Leadership, Selling, Marketing, Budgets, Manufacturing, Sales Process, Automotive
Education
Boston College 1983 — 1987
BS, Accounting
James Reuland's Bank of New England Experience 1988 - 1990
Job Crosscultural managercoach in business transitions, new market entry, policy development, cultural affairs, education.
Industry International Affairs
Experience
Contor Group SA June 2011 - November 2012
ING Bank Romania 2007 - September 2010
The Boston Consulting Group 2010 - 2010
ING Bank N.V. Bucharest Branch 2000 - 2007
Bank Slaski SA, Katowice January 1997 - July 2000
Raiffeisen-Centrobank SA January 1996 - December 1996
Bank of Boston January 1990 - June 1995
Bank of New England 1988 - 1990
First Bank System July 1983 - June 1988
Citibank December 1975 - July 1983
Skills
Banking, Risk Management, Credit Risk, Credit, Management, Retail Banking, Commercial Banking, International Business, Portfolio Management, Operational Risk, Turnaround Manager, Workout banking, Business Strategy, Restructuring, Business Process..., Business Analysis, Mergers & Acquisitions, Emerging Markets, Economics, Executive Management
Education
University of Sussex 1973 — 1975
Master of Arts, European Studies
Georgetown University 1968 — 1972
Bachelor of Science, Foreign Service
Contor Group SA June 2011 - November 2012
ING Bank Romania 2007 - September 2010
The Boston Consulting Group 2010 - 2010
ING Bank N.V. Bucharest Branch 2000 - 2007
Bank Slaski SA, Katowice January 1997 - July 2000
Raiffeisen-Centrobank SA January 1996 - December 1996
Bank of Boston January 1990 - June 1995
Bank of New England 1988 - 1990
First Bank System July 1983 - June 1988
Citibank December 1975 - July 1983
Skills
Banking, Risk Management, Credit Risk, Credit, Management, Retail Banking, Commercial Banking, International Business, Portfolio Management, Operational Risk, Turnaround Manager, Workout banking, Business Strategy, Restructuring, Business Process..., Business Analysis, Mergers & Acquisitions, Emerging Markets, Economics, Executive Management
Education
University of Sussex 1973 — 1975
Master of Arts, European Studies
Georgetown University 1968 — 1972
Bachelor of Science, Foreign Service
Kathleen Bucher's Bank of New England Experience 1983 - 1988
Job Realtor/Owner of Kathleen & Associates
Industry Real Estate
Experience
Austin Portfolio Real Estate- KW International 1994 - Present
Coldwell Banker United 2006 - 2009
REMAX Heart of Texas 1997 - 2006
Carambola Resort/US Virgin Islands 1988 - 1993
Bank of New England 1983 - 1988
Skills
Buyer Representation, Sellers, Luxury, Management, Property, REO, Listings, New Home Sales, Resorts, Relocation, Location Intelligence, Real Property, Buyers, First Time Home Buyers, Single Family Homes, Referrals, Short Sales, Townhomes, Condos, Home, Real Estate, e-PRO, Home Staging, Property Management, Vacation Homes, New Homes, Move Up Buyers, Real Estate Transactions, Residential Homes, Investment Properties, 1031 Exchanges, Brokerage, Investors, Real Estate Development, High Rise, ABR, SFR, Foreclosures, Rentals, Waterfront, Lakefront Homes, Relocation Buyers, HUD, Rural Housing, Seniors, Resellers, Contract Negotiation, Selling, Seller Representation, Ranch
Education
Ball State University - College of Business
Public Relations, Communication
Austin Portfolio Real Estate- KW International 1994 - Present
Coldwell Banker United 2006 - 2009
REMAX Heart of Texas 1997 - 2006
Carambola Resort/US Virgin Islands 1988 - 1993
Bank of New England 1983 - 1988
Skills
Buyer Representation, Sellers, Luxury, Management, Property, REO, Listings, New Home Sales, Resorts, Relocation, Location Intelligence, Real Property, Buyers, First Time Home Buyers, Single Family Homes, Referrals, Short Sales, Townhomes, Condos, Home, Real Estate, e-PRO, Home Staging, Property Management, Vacation Homes, New Homes, Move Up Buyers, Real Estate Transactions, Residential Homes, Investment Properties, 1031 Exchanges, Brokerage, Investors, Real Estate Development, High Rise, ABR, SFR, Foreclosures, Rentals, Waterfront, Lakefront Homes, Relocation Buyers, HUD, Rural Housing, Seniors, Resellers, Contract Negotiation, Selling, Seller Representation, Ranch
Education
Ball State University - College of Business
Public Relations, Communication
Amy Bizar's Bank of New England Experience 1985 - 1990
Job Retired Senior Director at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors June 2011 - December 2012
The Education Resources Institute June 2006 - June 2011
Boston University School of Law January 1990 - May 2011
The Reserve Funds 2003 - 2006
GE Capital May 1998 - November 2003
Fleet Financial Group 1990 - 1998
Bank of New England 1985 - 1990
Federal Reserve Bank of Boston 1972 - 1985
Skills
Corporate Law, Corporate Governance, Banking Law, Legal Research, Privacy Law, Financial Services, Securities Regulation
Education
Boston University School of Law 1969 — 1972
J.D., Law
Treliant Risk Advisors June 2011 - December 2012
The Education Resources Institute June 2006 - June 2011
Boston University School of Law January 1990 - May 2011
The Reserve Funds 2003 - 2006
GE Capital May 1998 - November 2003
Fleet Financial Group 1990 - 1998
Bank of New England 1985 - 1990
Federal Reserve Bank of Boston 1972 - 1985
Skills
Corporate Law, Corporate Governance, Banking Law, Legal Research, Privacy Law, Financial Services, Securities Regulation
Education
Boston University School of Law 1969 — 1972
J.D., Law
Mary Clare O'Grady Mary Clare O'Grady's Bank of New England Experience 1986 - 1990
Job CFP, First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
The Reed, Loeser & O'Grady Group at Merrill Lynch 1998 - Present
Island Moving Company 2012 - Present
Aquidneck Island Land Trust 2012 - Present
Hope Club 2011 - 2013
Rhode Island Hospital Trust 1992 - 1998
New World Bank 1990 - 1992
Bank of New England 1986 - 1990
Bank of Boston 1981 - 1986
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Small Business, Loans, Mortgage Lending, Portfolio Management, Strategy, Financial Advisory, Retirement, Strategic Planning, Real Estate, Financial Services, Investments, Finance, Mutual Funds, Series 7, Securities, Investment Advisory, Investment Strategies, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1977 — 1981
BA, Finance
The Reed, Loeser & O'Grady Group at Merrill Lynch 1998 - Present
Island Moving Company 2012 - Present
Aquidneck Island Land Trust 2012 - Present
Hope Club 2011 - 2013
Rhode Island Hospital Trust 1992 - 1998
New World Bank 1990 - 1992
Bank of New England 1986 - 1990
Bank of Boston 1981 - 1986
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Small Business, Loans, Mortgage Lending, Portfolio Management, Strategy, Financial Advisory, Retirement, Strategic Planning, Real Estate, Financial Services, Investments, Finance, Mutual Funds, Series 7, Securities, Investment Advisory, Investment Strategies, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1977 — 1981
BA, Finance
Robert Donelan Robert Donelan's Bank of New England Experience April 1982 - April 1990
Job EVP, Enterprise Operations Fidelity Investments
Industry Investment Management
Experience
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
Gregory Winn Gregory Winn's Bank of New England Experience 1986 - 1988
Job Vice President Treasury at DentaQuest
Industry Insurance
Experience
DentaQuest June 2012 - Present
ALICO January 2010 - December 2010
Scottish Re July 2005 - November 2007
OneBeacon Insurance 2003 - 2005
John Hancock August 1988 - March 2003
Bank of New England 1986 - 1988
State Street 1982 - 1986
Data General June 1978 - August 1980
Skills
Insurance, Investments, Corporate Finance, Treasury Management, Capital Markets, Financial Analysis, Financial Planning, Mergers, Credit Analysis, Capital Management, Cash Management, Debt, Asset Management, Financial Modeling, Investor Relations, Financial Markets, Credit, Forecasting, Corporate Governance, Strategic Planning, Executive Management, Capital, Strategic Financial..., Asset Managment, Fixed Income, Business Planning, Analysis, Banking, Leadership, Treasury, Management, Financial Services, Valuation, Enterprise Risk..., Financial Risk, Finance, Loans, Portfolio Management, Due Diligence, Financial Reporting, Mergers
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Duke University 1974 — 1978
BA, Economics, Magna Cum laude
Phillips Academy 1970 — 1974
DentaQuest June 2012 - Present
ALICO January 2010 - December 2010
Scottish Re July 2005 - November 2007
OneBeacon Insurance 2003 - 2005
John Hancock August 1988 - March 2003
Bank of New England 1986 - 1988
State Street 1982 - 1986
Data General June 1978 - August 1980
Skills
Insurance, Investments, Corporate Finance, Treasury Management, Capital Markets, Financial Analysis, Financial Planning, Mergers, Credit Analysis, Capital Management, Cash Management, Debt, Asset Management, Financial Modeling, Investor Relations, Financial Markets, Credit, Forecasting, Corporate Governance, Strategic Planning, Executive Management, Capital, Strategic Financial..., Asset Managment, Fixed Income, Business Planning, Analysis, Banking, Leadership, Treasury, Management, Financial Services, Valuation, Enterprise Risk..., Financial Risk, Finance, Loans, Portfolio Management, Due Diligence, Financial Reporting, Mergers
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Duke University 1974 — 1978
BA, Economics, Magna Cum laude
Phillips Academy 1970 — 1974
Jacqueline Tarnowski's Bank of New England Experience 1988 - 1989
Job Director of Recruiting
Industry Staffing and Recruiting
Experience
TNT Staffing LLC June 2007 - Present
Software Guidance & Assistance July 1996 - May 2007
Transforex Capital Partners October 1990 - October 1995
Bank of New England 1988 - 1989
Bank of New England 1988 - 1989
Skills
Training, Screening, Recruiting, Management, Contract Negotiation, Consulting, Databases, Information Technology, Hiring, Strategy, Team Management, Technical Recruiting, Vendor Management, SDLC, Sales, Sourcing, Marketing Strategy, Talent Acquisition
Education
Boston University Questrom School of Business 1983 — 1987
BS, Finance
TNT Staffing LLC June 2007 - Present
Software Guidance & Assistance July 1996 - May 2007
Transforex Capital Partners October 1990 - October 1995
Bank of New England 1988 - 1989
Bank of New England 1988 - 1989
Skills
Training, Screening, Recruiting, Management, Contract Negotiation, Consulting, Databases, Information Technology, Hiring, Strategy, Team Management, Technical Recruiting, Vendor Management, SDLC, Sales, Sourcing, Marketing Strategy, Talent Acquisition
Education
Boston University Questrom School of Business 1983 — 1987
BS, Finance
Thano Chaltas Thano Chaltas's Bank of New England Experience 1989 - 1991
Job Co Founder at Chaltas Associates
Industry Consumer Goods
Experience
Chaltas Associates 2015 - Present
Ocean Spray Cranberries 2013 - 2014
WellPet LLC (owned by Berwind Corporation private equity) 2010 - 2013
UST (acquired by Altria 2009) 2006 - 2009
Kraft Foods 2002 - 2006
Kraft Foods 1992 - 2002
Bank of New England 1989 - 1991
Procter & Gamble 1987 - 1989
Skills
P&L Management, Strategic Planning, Competitive Analysis, Global Brand Strategy, Marketing Planning &..., Customer & Shopper..., Channel Strategy, Customer Activation, New Product Innovation, Stage-Gate Process, Digital Marketing, Social Media, Brand Management, Brand Positioning, Agency RFP/Selection, Agency Management, Advertising, Public Relations, Sponsorships, Strategic Alliances, Multicultural Marketing, Direct Marketing, CRM, Consumer Products, FMCG, Team Builder, Change Management, Training & Development
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Organization Behavior, Dean’s List
Brown University
AB, Religious Studies. Completed Undergraduate Teacher Education Program (UTEP)
Chaltas Associates 2015 - Present
Ocean Spray Cranberries 2013 - 2014
WellPet LLC (owned by Berwind Corporation private equity) 2010 - 2013
UST (acquired by Altria 2009) 2006 - 2009
Kraft Foods 2002 - 2006
Kraft Foods 1992 - 2002
Bank of New England 1989 - 1991
Procter & Gamble 1987 - 1989
Skills
P&L Management, Strategic Planning, Competitive Analysis, Global Brand Strategy, Marketing Planning &..., Customer & Shopper..., Channel Strategy, Customer Activation, New Product Innovation, Stage-Gate Process, Digital Marketing, Social Media, Brand Management, Brand Positioning, Agency RFP/Selection, Agency Management, Advertising, Public Relations, Sponsorships, Strategic Alliances, Multicultural Marketing, Direct Marketing, CRM, Consumer Products, FMCG, Team Builder, Change Management, Training & Development
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Organization Behavior, Dean’s List
Brown University
AB, Religious Studies. Completed Undergraduate Teacher Education Program (UTEP)
Steve Molis's Bank of New England Experience May 1982 - August 1992
Job Founder, President, CEO at I owe SteveMo a Beer, Inc.
Industry Information Technology and Services
Experience
I owe SteveMo a Beer, Inc. August 2003 - Present
Epsilon December 1994 - Present
SteveMoForce June 1965 - Present
First Data Corporation August 1992 - December 1994
Bank of New England May 1982 - August 1992
Skills
Salesforce.com, Being Friggin' Awesome, Patience of a Saint, Bad Mutherf*cker, Knows his shit, Beer, Wildlife Rescue, Salesforce Community MVP, Analytics, Process Improvement, Force.com, Kind of a Big Deal, SFDC, Cloud Computing, Systems Analysis, Data Analysis, CRM, SaaS, Artistry, Account Management, Lead Generation, Product Management, Salesforce.com..., Salesforce.com..., Salesforce Training, Salesforce.com..., SDLC, Software Development, Enterprise Architecture
Education
Northeastern University 1991 — 1993
Bunker Hill Community College 1984 — 1984
I owe SteveMo a Beer, Inc. August 2003 - Present
Epsilon December 1994 - Present
SteveMoForce June 1965 - Present
First Data Corporation August 1992 - December 1994
Bank of New England May 1982 - August 1992
Skills
Salesforce.com, Being Friggin' Awesome, Patience of a Saint, Bad Mutherf*cker, Knows his shit, Beer, Wildlife Rescue, Salesforce Community MVP, Analytics, Process Improvement, Force.com, Kind of a Big Deal, SFDC, Cloud Computing, Systems Analysis, Data Analysis, CRM, SaaS, Artistry, Account Management, Lead Generation, Product Management, Salesforce.com..., Salesforce.com..., Salesforce Training, Salesforce.com..., SDLC, Software Development, Enterprise Architecture
Education
Northeastern University 1991 — 1993
Bunker Hill Community College 1984 — 1984
Maureen Michaud Pinkerman Maureen Michaud Pinkerman's Bank of New England Experience June 1987 - 1990
Job DirectorBusiness Managment/PMO Global Health Benefits at Cigna
Industry Health, Wellness and Fitness
Experience
Cigna February 2015 - Present
CIGNA April 2012 - January 2015
CIGNA Healthcare November 2009 - March 2012
CIGNA Healthcare August 2008 - November 2009
Travelers Insurance 2006 - 2008
CIGNA Healthcare 1990 - 2006
Bank of New England June 1987 - 1990
Skills
Process Improvement, Insurance, Hyperion Enterprise, Vendor Management, Financial Reporting, Strategic Planning, Business Analysis, Forecasting, Financial Modeling, Change Management, Business Process..., Accounting
Education
University of Hartford 1988 — 1991
MBA, Finance
Bryant University 1983 — 1987
Bachelor of Science, Management
Cigna February 2015 - Present
CIGNA April 2012 - January 2015
CIGNA Healthcare November 2009 - March 2012
CIGNA Healthcare August 2008 - November 2009
Travelers Insurance 2006 - 2008
CIGNA Healthcare 1990 - 2006
Bank of New England June 1987 - 1990
Skills
Process Improvement, Insurance, Hyperion Enterprise, Vendor Management, Financial Reporting, Strategic Planning, Business Analysis, Forecasting, Financial Modeling, Change Management, Business Process..., Accounting
Education
University of Hartford 1988 — 1991
MBA, Finance
Bryant University 1983 — 1987
Bachelor of Science, Management
Katie Maloney's Bank of New England Experience 1989 - 1991
Job Strategic Account Manager at Epicor Software
Industry Computer Software
Experience
Epicor Software July 2015 - Present
Ektron July 2013 - October 2014
KeyedIn Solutions, Inc. January 2012 - June 2013
Epicor April 2000 - 2001
Epicor 1999 - 2000
Epicor 1995 - 1999
Epicor 1993 - 1995
Epicor 1991 - 1993
Bank of New England 1989 - 1991
Houghton Mifflin Harcourt May 1988 - August 1988
Skills
Enterprise Software, SaaS, CRM, Strategy, ERP, Selling, Pre-sales, Solution Selling, Sales Operations, Management, Sales, Professional Services, Consulting, Product Management, Sales Process, Salesforce.com, Lead Generation, Cross-functional Team..., Business Intelligence, Budgets, Forecasting, Business Development, Sales Management, Demand Generation, Strategic Partnerships, Business Alliances, Direct Sales, Start-ups, Go-to-market Strategy, Training, Consultative Selling, Digital Marketing, Pardot, HubSpot, Eloqua, Content Marketing, Inbound Marketing, Cloud Computing, Business Process..., Creative Problem Solving, Business Analysis, Channel Partners, Key Account Management, Problem Analysis, Financial Analysis, Reporting & Analysis, WCM/CMS, Digital Strategy, Content Management, Web Content Management
Education
Bentley University 1985 — 1989
BS, Finance
Mamaroneck High School 1981 — 1985
Epicor Software July 2015 - Present
Ektron July 2013 - October 2014
KeyedIn Solutions, Inc. January 2012 - June 2013
Epicor April 2000 - 2001
Epicor 1999 - 2000
Epicor 1995 - 1999
Epicor 1993 - 1995
Epicor 1991 - 1993
Bank of New England 1989 - 1991
Houghton Mifflin Harcourt May 1988 - August 1988
Skills
Enterprise Software, SaaS, CRM, Strategy, ERP, Selling, Pre-sales, Solution Selling, Sales Operations, Management, Sales, Professional Services, Consulting, Product Management, Sales Process, Salesforce.com, Lead Generation, Cross-functional Team..., Business Intelligence, Budgets, Forecasting, Business Development, Sales Management, Demand Generation, Strategic Partnerships, Business Alliances, Direct Sales, Start-ups, Go-to-market Strategy, Training, Consultative Selling, Digital Marketing, Pardot, HubSpot, Eloqua, Content Marketing, Inbound Marketing, Cloud Computing, Business Process..., Creative Problem Solving, Business Analysis, Channel Partners, Key Account Management, Problem Analysis, Financial Analysis, Reporting & Analysis, WCM/CMS, Digital Strategy, Content Management, Web Content Management
Education
Bentley University 1985 — 1989
BS, Finance
Mamaroneck High School 1981 — 1985
Wayne Wall's Bank of New England Experience 1986 - 1987
Job Flimp Media CEO
Industry Marketing and Advertising
Experience
Flimp Media Inc. March 2007 - Present
Web Video Marketing Council June 2008 - Present
Environmental News Network 2004 - 2006
PHC LLP 1995 - 2003
Roots, Inc. 1988 - 1995
Bank of New England 1986 - 1987
Chase Manhattan Bank 1984 - 1986
Skills
SEO, Strategic Partnerships, Email Marketing, Digital Marketing, Marketing, Business Strategy, New Business Development, Lead Generation, Direct Marketing, Venture Capital, B2B Marketing, SaaS, Marketing Communications, Internet Entrepreneur, Strategic Alliances, Digital Media, Marketing Automation, Mobile Marketing, Corporate Development, Product Marketing, Strategy
Education
University of Virginia 1900 — 1904
BA English, Comparative Literature and Spanish
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
Master of Business Administration (MBA)
Deerfield Academy
Flimp Media Inc. March 2007 - Present
Web Video Marketing Council June 2008 - Present
Environmental News Network 2004 - 2006
PHC LLP 1995 - 2003
Roots, Inc. 1988 - 1995
Bank of New England 1986 - 1987
Chase Manhattan Bank 1984 - 1986
Skills
SEO, Strategic Partnerships, Email Marketing, Digital Marketing, Marketing, Business Strategy, New Business Development, Lead Generation, Direct Marketing, Venture Capital, B2B Marketing, SaaS, Marketing Communications, Internet Entrepreneur, Strategic Alliances, Digital Media, Marketing Automation, Mobile Marketing, Corporate Development, Product Marketing, Strategy
Education
University of Virginia 1900 — 1904
BA English, Comparative Literature and Spanish
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
Master of Business Administration (MBA)
Deerfield Academy
Larissa Thurston Larissa Thurston's Bank of New England Experience May 2000 - October 2014
Job CFO & SVP of Finance at St. Mary's Credit Union
Industry Banking
Experience
St. Mary's Credit Union October 2014 - Present
Bank of New England May 2000 - October 2014
New Hampshire Public Defenders 2000 - 2000
Skills
Proficient MS Skills, Financial Reporting, Report Writing, Annual Reports, Project Planning, Project Management, Financial Analysis, Banking, Accounting, Risk Management, Cash Management, Financial Transactions, Credit Card Transaction..., Transaction Processing, Payment Card Processing, Debit Cards, Compliance, General Insurance, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Finance, Credit, Financial Risk, Internal Controls, Loans, Financial Services, Financial Institutions, Account Reconciliation, Internal Audit, Bank Secrecy Act, Commercial Lending, Commercial Banking, Credit Analysis
Education
Southern New Hampshire University
MBA, BS, Accounting & Finance, IT/CIS
Clarkson University
St. Mary's Credit Union October 2014 - Present
Bank of New England May 2000 - October 2014
New Hampshire Public Defenders 2000 - 2000
Skills
Proficient MS Skills, Financial Reporting, Report Writing, Annual Reports, Project Planning, Project Management, Financial Analysis, Banking, Accounting, Risk Management, Cash Management, Financial Transactions, Credit Card Transaction..., Transaction Processing, Payment Card Processing, Debit Cards, Compliance, General Insurance, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Finance, Credit, Financial Risk, Internal Controls, Loans, Financial Services, Financial Institutions, Account Reconciliation, Internal Audit, Bank Secrecy Act, Commercial Lending, Commercial Banking, Credit Analysis
Education
Southern New Hampshire University
MBA, BS, Accounting & Finance, IT/CIS
Clarkson University
James R Goodhue's Bank of New England Experience May 2013 - July 2015
Job Vice President Commercial Lending at Primary Bank
Industry Banking
Experience
Primary Bank July 2015 - Present
Bank of New England May 2013 - July 2015
Commerce Bank & Trust March 2008 - May 2013
Lowe's Companies, Inc. February 2006 - March 2008
Home Depot February 2005 - February 2006
Citizens Bank December 2003 - February 2005
Skills
Banking, Credit, Sales Management, Customer Service, Loans, Coaching, Financial Analysis, Strategic Planning, Team Building, Budgets, Sales, Recruiting, Retail, Retail Banking, Performance Management, New Business Development, Leadership, Relationship Management, Human Resources, Operations Management, Finance, Business Development, Management, Forecasting, Marketing, Marketing Strategy, Strategy, Commercial Lending
Education
Babson College 2010 — 2011
Banking, Financial Studies
Primary Bank July 2015 - Present
Bank of New England May 2013 - July 2015
Commerce Bank & Trust March 2008 - May 2013
Lowe's Companies, Inc. February 2006 - March 2008
Home Depot February 2005 - February 2006
Citizens Bank December 2003 - February 2005
Skills
Banking, Credit, Sales Management, Customer Service, Loans, Coaching, Financial Analysis, Strategic Planning, Team Building, Budgets, Sales, Recruiting, Retail, Retail Banking, Performance Management, New Business Development, Leadership, Relationship Management, Human Resources, Operations Management, Finance, Business Development, Management, Forecasting, Marketing, Marketing Strategy, Strategy, Commercial Lending
Education
Babson College 2010 — 2011
Banking, Financial Studies
Jack Doolin Jack Doolin's Bank of New England Experience 1986 - 1990
Job SVP Human Resources at Workers' Credit Union
Industry Financial Services
Experience
Workers' Credit Union 1998 - Present
Massachusetts Credit Union League 1990 - 1998
Bank of New England 1986 - 1990
Emerson College 1984 - 1986
Skills
Credit Unions, Banking, Loans, Executive Management, Consumer Lending, Process Improvement, Strategic Planning, Human Resources, Budgets, Mortgage Lending, Call Center, Talent Management, Team Building, Employee Relations, Coaching, Employee Benefits, Call Centers
Education
Emerson College
M.A., Bus. and Org. Communication
The University of Connecticut
Bachelor of Arts (B.A.)
Workers' Credit Union 1998 - Present
Massachusetts Credit Union League 1990 - 1998
Bank of New England 1986 - 1990
Emerson College 1984 - 1986
Skills
Credit Unions, Banking, Loans, Executive Management, Consumer Lending, Process Improvement, Strategic Planning, Human Resources, Budgets, Mortgage Lending, Call Center, Talent Management, Team Building, Employee Relations, Coaching, Employee Benefits, Call Centers
Education
Emerson College
M.A., Bus. and Org. Communication
The University of Connecticut
Bachelor of Arts (B.A.)
Marylee Telford's Bank of New England Experience 1988 - 1989
Job Sales/Independent Contractor
Industry Consumer Goods
Experience
Telford Sales,LLC July 2009 - Present
Unique Industries February 2006 - July 2009
Amscan June 1991 - February 2006
Old Colony Marketing 1989 - 1991
Bank of New England 1988 - 1989
Balloons by the Sea 1981 - 1987
Skills
Sales Management, Merchandising, Sales, Sales Operations, Retail, Customer Service, Inventory Management, Product Development, Management, Visual Merchandising, Marketing Strategy, Marketing, New Business Development, Trade Shows
Education
American International College 1973 — 1976
Bachelor of Arts (BA), English Literature & Sociology
Emerson College 1972 — 1973
Telford Sales,LLC July 2009 - Present
Unique Industries February 2006 - July 2009
Amscan June 1991 - February 2006
Old Colony Marketing 1989 - 1991
Bank of New England 1988 - 1989
Balloons by the Sea 1981 - 1987
Skills
Sales Management, Merchandising, Sales, Sales Operations, Retail, Customer Service, Inventory Management, Product Development, Management, Visual Merchandising, Marketing Strategy, Marketing, New Business Development, Trade Shows
Education
American International College 1973 — 1976
Bachelor of Arts (BA), English Literature & Sociology
Emerson College 1972 — 1973
Cory Waite Cory Waite's Bank of New England Experience August 2014 - June 2015
Job Vice President, Commercial Lending
Industry Banking
Experience
People's United Bank June 2015 - Present
Bank of New England August 2014 - June 2015
First Commons Bank, Newton Centre, MA November 2013 - August 2014
Enterprise Bank (Enterprise Bancorp) August 2011 - November 2013
Skills
Portfolio Management, Microsoft Excel, Credit Analysis, Investment Strategies, PowerPoint, Bloomberg Terminal, Argus Modeling, Financial Analysis, Financial Modeling, Financial Markets, Microsoft Word, Credit, Investments, Finance, Analysis, Fixed Income, Bloomberg, Loans
Education
Bentley University 2009 — 2011
Bachelor of Science, Finance
University of New Hampshire 2007 — 2009
Bachelor of Arts in Business Administration, Finance
People's United Bank June 2015 - Present
Bank of New England August 2014 - June 2015
First Commons Bank, Newton Centre, MA November 2013 - August 2014
Enterprise Bank (Enterprise Bancorp) August 2011 - November 2013
Skills
Portfolio Management, Microsoft Excel, Credit Analysis, Investment Strategies, PowerPoint, Bloomberg Terminal, Argus Modeling, Financial Analysis, Financial Modeling, Financial Markets, Microsoft Word, Credit, Investments, Finance, Analysis, Fixed Income, Bloomberg, Loans
Education
Bentley University 2009 — 2011
Bachelor of Science, Finance
University of New Hampshire 2007 — 2009
Bachelor of Arts in Business Administration, Finance
Frank DeLuca Frank DeLuca's Bank of New England Experience July 1980 - September 1984
Job Security and Investigations Professional
Industry Security and Investigations
Experience
Massachusetts Department of Probation 2007 - February 2014
I.J. Fox Inc. October 1984 - November 2008
Bank of New England July 1980 - September 1984
Skills
Sales, Operations Management, Marketing, Management, Strategy, Advertising, New Business Development, Team Building, Microsoft Office, Marketing Strategy, Training, Customer Service, Leadership, Strategic Planning
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Criminal Justice
Middlebury College 1975 — 1980
Bachelor's Degree, Economics and Spanish
Boston Latin School 1969 — 1975
Massachusetts Department of Probation 2007 - February 2014
I.J. Fox Inc. October 1984 - November 2008
Bank of New England July 1980 - September 1984
Skills
Sales, Operations Management, Marketing, Management, Strategy, Advertising, New Business Development, Team Building, Microsoft Office, Marketing Strategy, Training, Customer Service, Leadership, Strategic Planning
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Criminal Justice
Middlebury College 1975 — 1980
Bachelor's Degree, Economics and Spanish
Boston Latin School 1969 — 1975
Beverly Kryzanski's Bank of New England Experience March 1989 - May 1991
Job Manager at Fairfield Property Management
Industry Accounting
Experience
Fairfield Property Management January 2007 - Present
Recoll Management Corporation September 1991 - January 1994
Fleet Bank May 1991 - September 1991
Bank of New England March 1989 - May 1991
Skills
Accounting, Microsoft Excel, Analysis
Education
Boston University 1986 — 2000
B.S, Business Management Studies, Accounting
Fairfield Property Management January 2007 - Present
Recoll Management Corporation September 1991 - January 1994
Fleet Bank May 1991 - September 1991
Bank of New England March 1989 - May 1991
Skills
Accounting, Microsoft Excel, Analysis
Education
Boston University 1986 — 2000
B.S, Business Management Studies, Accounting
Peter Chudy Peter Chudy's Bank of New England Experience June 1987 - March 1990
Job Chief Risk & Operating Officer
Industry Financial Services
Experience
UBS November 2001 - May 2014
Nomura Securities March 1995 - November 2001
Kidder Peabody June 1992 - March 1995
Chase Manhattan Bank March 1990 - June 1992
Bank of New England June 1987 - March 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management
Education
Boston College 1988 — 1990
Master of Science (M.S.), Finance, General
University of New Hampshire 1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude
UBS November 2001 - May 2014
Nomura Securities March 1995 - November 2001
Kidder Peabody June 1992 - March 1995
Chase Manhattan Bank March 1990 - June 1992
Bank of New England June 1987 - March 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management
Education
Boston College 1988 — 1990
Master of Science (M.S.), Finance, General
University of New Hampshire 1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude
Alyssa Albertelli Alyssa Albertelli's Bank of New England Experience September 1989 - August 1990
Job Chief Compliance Officer and SVP at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors October 2012 - Present
State Street Global Advisors March 2012 - October 2012
Ropes & Gray LLP July 1997 - January 2012
K&L Gates 1995 - 1997
State Street Bank August 1991 - May 1993
Investors Bank & Trust August 1990 - August 1991
Bank of New England September 1989 - August 1990
Bank of New England May 1988 - September 1989
Education
Boston University School of Law 1992 — 1995
J.D.
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Simmons College 1983 — 1987
1987, B.A. in Economics and Finance
State Street Global Advisors October 2012 - Present
State Street Global Advisors March 2012 - October 2012
Ropes & Gray LLP July 1997 - January 2012
K&L Gates 1995 - 1997
State Street Bank August 1991 - May 1993
Investors Bank & Trust August 1990 - August 1991
Bank of New England September 1989 - August 1990
Bank of New England May 1988 - September 1989
Education
Boston University School of Law 1992 — 1995
J.D.
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Simmons College 1983 — 1987
1987, B.A. in Economics and Finance
Jude Capalbo Jude Capalbo's Bank of New England Experience 1990 - 1992
Job AVP Strategy & Planning
Industry Financial Services
Experience
MassMutual USIG March 2012 - Present
Prudential Retirement 2007 - 2011
Prudential Retirement 2000 - 2007
BankBoston 1998 - 2000
Fleet Financial Group 1992 - 1998
Bank of New England 1990 - 1992
Bank of New England 1987 - 1990
The Conifer Group 1984 - 1987
Skills
Change Management, Strategic Planning, Strategic Sourcing, Banking, Business Process..., Cross-functional Team..., Integration, Management, Mergers, Organizational..., Outsourcing, Strategy, Mergers & Acquisitions, Business Analysis, Financial Services, Insurance, Vendor Management, Risk Management, Project Planning, Sales Operations
Education
Assumption College
Master, Business Administration
Worcester State University
Bachelor of Arts, Psychology
MassMutual USIG March 2012 - Present
Prudential Retirement 2007 - 2011
Prudential Retirement 2000 - 2007
BankBoston 1998 - 2000
Fleet Financial Group 1992 - 1998
Bank of New England 1990 - 1992
Bank of New England 1987 - 1990
The Conifer Group 1984 - 1987
Skills
Change Management, Strategic Planning, Strategic Sourcing, Banking, Business Process..., Cross-functional Team..., Integration, Management, Mergers, Organizational..., Outsourcing, Strategy, Mergers & Acquisitions, Business Analysis, Financial Services, Insurance, Vendor Management, Risk Management, Project Planning, Sales Operations
Education
Assumption College
Master, Business Administration
Worcester State University
Bachelor of Arts, Psychology
Keith Andre's Bank of New England Experience 1988 - 1990
Job Chief Lending Officer at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank October 2000 - Present
Massachusetts Mortgage Bankers Assoc. (MMBA) 2002 - 2010
Bank of New England 1988 - 1990
Skills
Banking, Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Real Estate, Commercial Lending, FHA, Underwriting, Commercial Mortgages, Portfolio Management, Consumer Lending, Credit Analysis, Small Business Lending, USDA, Refinance, Residential Mortgages
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Northeastern University 1973 — 1978
BS, Management
Belmont Savings Bank October 2000 - Present
Massachusetts Mortgage Bankers Assoc. (MMBA) 2002 - 2010
Bank of New England 1988 - 1990
Skills
Banking, Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Real Estate, Commercial Lending, FHA, Underwriting, Commercial Mortgages, Portfolio Management, Consumer Lending, Credit Analysis, Small Business Lending, USDA, Refinance, Residential Mortgages
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Northeastern University 1973 — 1978
BS, Management
Jennifer Connors Jennifer Connors's Bank of New England Experience 1988 - 1991
Job Controller at Newbury College
Industry Accounting
Experience
Newbury College July 2010 - Present
Connors Small Business Financial Services 2003 - 2013
REZ-1 September 2006 - December 2009
Data Driven Appraisals 2002 - 2005
Olympus Healthcare 2000 - 2002
Olympus Healthcare 1998 - 2000
BTMU Capital Corporation 1992 - 1998
Bank of New England 1988 - 1991
Ernst & Young 1984 - 1988
Skills
Business Analysis, Process Improvement, Business Process..., Business Strategy, Accounting, Strategy, Strategic Planning, Financial Accounting, Analysis, Leadership, Access, QuickBooks, Financial Reporting, Finance, Customer Service, Vendor Management, Microsoft Office, Project Management, Project Planning, Auditing, Training, Forecasting, Financial Analysis, Internal Controls, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
Newbury College July 2010 - Present
Connors Small Business Financial Services 2003 - 2013
REZ-1 September 2006 - December 2009
Data Driven Appraisals 2002 - 2005
Olympus Healthcare 2000 - 2002
Olympus Healthcare 1998 - 2000
BTMU Capital Corporation 1992 - 1998
Bank of New England 1988 - 1991
Ernst & Young 1984 - 1988
Skills
Business Analysis, Process Improvement, Business Process..., Business Strategy, Accounting, Strategy, Strategic Planning, Financial Accounting, Analysis, Leadership, Access, QuickBooks, Financial Reporting, Finance, Customer Service, Vendor Management, Microsoft Office, Project Management, Project Planning, Auditing, Training, Forecasting, Financial Analysis, Internal Controls, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
Bonnie Barraclough Bonnie Barraclough's Bank of New England Experience 1982 - 1986
Job President at CanAm Packaging Equipment Corp.
Industry Import and Export
Experience
Can-Am Packaging Equipment Corp. January 1996 - Present
Can-Am Packaging Equipment 1986 - 1996
Bank of New England 1982 - 1986
Harvard University 1981 - 1982
Skills
Management, Packaging, Auditing, Contract Negotiation, Product Development, New Business Development, Strategic Planning, Project Management, Team Building, Marketing Strategy, Marketing, Sales Management, Business Strategy, Start-ups, Sales, Process Improvement, Negotiation, Public Speaking, Account Management, Business Development, Manufacturing, Folding Cartons, Budgets, Operations Management, Lean Manufacturing, Flexo, Continuous Improvement, Cross-functional Team..., Supply Chain, Purchasing, B2B, International Sales, Corrugated, Supply Chain Management, Key Account Management, Pricing, Laminating, Plastics, Labels, Die Cutting, Color Management, Bindery, Wide Format Printing, Six Sigma, Offset Printing, Strategy, International Business, Inkjet, 5S, Inventory Management
Education
Drexel University 1976 — 1980
Bachelor of Science, Chemical Engineering/History of Science
Saint Ann's
Can-Am Packaging Equipment Corp. January 1996 - Present
Can-Am Packaging Equipment 1986 - 1996
Bank of New England 1982 - 1986
Harvard University 1981 - 1982
Skills
Management, Packaging, Auditing, Contract Negotiation, Product Development, New Business Development, Strategic Planning, Project Management, Team Building, Marketing Strategy, Marketing, Sales Management, Business Strategy, Start-ups, Sales, Process Improvement, Negotiation, Public Speaking, Account Management, Business Development, Manufacturing, Folding Cartons, Budgets, Operations Management, Lean Manufacturing, Flexo, Continuous Improvement, Cross-functional Team..., Supply Chain, Purchasing, B2B, International Sales, Corrugated, Supply Chain Management, Key Account Management, Pricing, Laminating, Plastics, Labels, Die Cutting, Color Management, Bindery, Wide Format Printing, Six Sigma, Offset Printing, Strategy, International Business, Inkjet, 5S, Inventory Management
Education
Drexel University 1976 — 1980
Bachelor of Science, Chemical Engineering/History of Science
Saint Ann's
Robert Merkle Robert Merkle's Bank of New England Experience April 1983 - January 1985
Job Sales Executive at BTRSecurity / Division of Business Technology Resources, LLC
Industry Computer Software
Experience
BTR-Security / Division of Business Technology Resources, LLC August 2014 - Present
CashFlow Insights LLC January 2010 - Present
CONIX Systems, Inc. May 2000 - January 2009
RAM Marketing December 1998 - September 2000
MBNA America Bank May 1990 - December 1998
Maryland National Bank January 1985 - May 1990
Bank of New England April 1983 - January 1985
Skills
Competitive Intelligence, Change Management, Product Management, Sales Process..., Banking, Business Development, Payments, Start-ups, Product Development, CRM, Entrepreneurship, Project Management, Risk Management, Strategy, Program Management, Marketing, Sales Management, Management, Executive Management, Strategic Planning, Outsourcing, Budgets
Education
Fordham Gabelli School of Business 1972 — 1974
MBA, Marketing and Information Services
Lehigh University - College of Business and Economics 1965 — 1970
Economics
BTR-Security / Division of Business Technology Resources, LLC August 2014 - Present
CashFlow Insights LLC January 2010 - Present
CONIX Systems, Inc. May 2000 - January 2009
RAM Marketing December 1998 - September 2000
MBNA America Bank May 1990 - December 1998
Maryland National Bank January 1985 - May 1990
Bank of New England April 1983 - January 1985
Skills
Competitive Intelligence, Change Management, Product Management, Sales Process..., Banking, Business Development, Payments, Start-ups, Product Development, CRM, Entrepreneurship, Project Management, Risk Management, Strategy, Program Management, Marketing, Sales Management, Management, Executive Management, Strategic Planning, Outsourcing, Budgets
Education
Fordham Gabelli School of Business 1972 — 1974
MBA, Marketing and Information Services
Lehigh University - College of Business and Economics 1965 — 1970
Economics
Deborah Larsen's Bank of New England Experience 1985 - 1990
Job SVPSenior Lending Officer at UniBank for Savings
Industry Banking
Experience
UniBank for Savings April 2010 - Present
UniBank for Savings March 2009 - April 2010
Bank of America March 1990 - February 2009
Bank of Boston 1990 - 1995
Bank of New England 1985 - 1990
Bay State Savings Bank 1983 - 1984
Skills
Credit, Team Building, Banking, Market Penetration, Sales, Competitive Analysis, Return on Investment, Commercial Banking, Financial Risk, Consumer Lending, Small Business Lending, Leadership, Risk Management, Pricing, Loans, Coaching, Portfolio Management, Underwriting, Finance, Commercial Lending, Management, Customer Service, Mortgage Lending, Financial Analysis, Relationship Management, Lines Of Credit, Cash Management, Credit Analysis
Education
Assumption College 2003 — 2008
MBA, Sales & Marketing
Assumption College 1984 — 1990
BA, Management
UniBank for Savings April 2010 - Present
UniBank for Savings March 2009 - April 2010
Bank of America March 1990 - February 2009
Bank of Boston 1990 - 1995
Bank of New England 1985 - 1990
Bay State Savings Bank 1983 - 1984
Skills
Credit, Team Building, Banking, Market Penetration, Sales, Competitive Analysis, Return on Investment, Commercial Banking, Financial Risk, Consumer Lending, Small Business Lending, Leadership, Risk Management, Pricing, Loans, Coaching, Portfolio Management, Underwriting, Finance, Commercial Lending, Management, Customer Service, Mortgage Lending, Financial Analysis, Relationship Management, Lines Of Credit, Cash Management, Credit Analysis
Education
Assumption College 2003 — 2008
MBA, Sales & Marketing
Assumption College 1984 — 1990
BA, Management
Charlene Lancaster Charlene Lancaster's Bank of New England Experience 1989 - 1990
Job Residential Marketing Manager at Comcast
Industry Telecommunications
Experience
Frontier Communications November 2011 - January 2013
Fosina Marketing Group December 2009 - November 2011
Reader's Digest March 2002 - February 2008
Reader's Digest 2000 - 2002
Reader's Digest 1997 - 2000
Reader's Digest 1992 - 1994
Reader's Digest 1990 - 1992
Bank of New England 1989 - 1990
Connecticut Bank and Trust 1987 - 1989
Chemical Bank 1986 - 1987
Skills
Direct Mail, Customer Acquisition, Database Marketing, Catalogs, Telemarketing, Product Development, Direct Marketing, Email Marketing, Multi-channel Marketing, Integrated Marketing, Omniture, Affiliate Marketing, Digital Marketing, Customer Retention, Product Marketing, Social Media Marketing, Strategy, Marketing, Mobile Devices, Segmentation, Sales, Strategic Partnerships, CRM, Marketing Strategy, SEO, Creative Direction, SEM, New Business Development, Lead Generation, Marketing Management, Management, Social Media, Mobile Marketing
Education
Fordham Gabelli School of Business 1987 — 1993
MBA, Marketing
Pace University - Lubin School of Business 1982 — 1986
BBA, International Management Major, Spanish Minor
Frontier Communications November 2011 - January 2013
Fosina Marketing Group December 2009 - November 2011
Reader's Digest March 2002 - February 2008
Reader's Digest 2000 - 2002
Reader's Digest 1997 - 2000
Reader's Digest 1992 - 1994
Reader's Digest 1990 - 1992
Bank of New England 1989 - 1990
Connecticut Bank and Trust 1987 - 1989
Chemical Bank 1986 - 1987
Skills
Direct Mail, Customer Acquisition, Database Marketing, Catalogs, Telemarketing, Product Development, Direct Marketing, Email Marketing, Multi-channel Marketing, Integrated Marketing, Omniture, Affiliate Marketing, Digital Marketing, Customer Retention, Product Marketing, Social Media Marketing, Strategy, Marketing, Mobile Devices, Segmentation, Sales, Strategic Partnerships, CRM, Marketing Strategy, SEO, Creative Direction, SEM, New Business Development, Lead Generation, Marketing Management, Management, Social Media, Mobile Marketing
Education
Fordham Gabelli School of Business 1987 — 1993
MBA, Marketing
Pace University - Lubin School of Business 1982 — 1986
BBA, International Management Major, Spanish Minor
Michael Syatt's Bank of New England Experience 1986 - 1988
Job
Industry Computer Software
Experience
Oracle USA June 2006 - Present
Oracle Corporation May 1996 - Present
EDS 1994 - 1996
Ernst and Young 1991 - 1993
Bank of New England 1986 - 1988
Skills
Professional Services, Business Process, Leadership, Business Intelligence, Sales, SaaS, Cloud Computing, Supply Chain, ERP, Enterprise Software, Oracle, Pre-sales, CRM, Team Management, Databases, Solution Selling, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MSA
University of Massachusetts at Amherst - Isenberg School of Management
BBA Finance
Oracle USA June 2006 - Present
Oracle Corporation May 1996 - Present
EDS 1994 - 1996
Ernst and Young 1991 - 1993
Bank of New England 1986 - 1988
Skills
Professional Services, Business Process, Leadership, Business Intelligence, Sales, SaaS, Cloud Computing, Supply Chain, ERP, Enterprise Software, Oracle, Pre-sales, CRM, Team Management, Databases, Solution Selling, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MSA
University of Massachusetts at Amherst - Isenberg School of Management
BBA Finance
Paul Anagnostos's Bank of New England Experience 1981 - 1991
Job Accounting Director at Community Research Initiative of New England
Industry Nonprofit Organization Management
Experience
Community Research Initiative of New England February 2015 - Present
Victory Programs, Inc. March 2009 - January 2015
Bank of America Business Capital October 1999 - February 2007
Fleet Financial Group 1993 - 1999
BOT Financial Corp. 1991 - 1993
Bank of New England 1981 - 1991
Skills
Nonprofits, Finance, Strategic Planning, Banking, Public Speaking, Event Planning, Budgets, Fundraising, Program Management, Program Development, Management, Non-profits, Accounting, Internal Controls
Education
Babson College 1977 — 1981
BS
Community Research Initiative of New England February 2015 - Present
Victory Programs, Inc. March 2009 - January 2015
Bank of America Business Capital October 1999 - February 2007
Fleet Financial Group 1993 - 1999
BOT Financial Corp. 1991 - 1993
Bank of New England 1981 - 1991
Skills
Nonprofits, Finance, Strategic Planning, Banking, Public Speaking, Event Planning, Budgets, Fundraising, Program Management, Program Development, Management, Non-profits, Accounting, Internal Controls
Education
Babson College 1977 — 1981
BS
Elisa Gilmartin's Bank of New England Experience July 1987 - April 1990
Job Chief Human Resources Officer / Senior Managing Director
Industry Information Services
Experience
Polycom September 2013 - May 2014
Polycom March 2011 - August 2013
Monster August 2008 - March 2011
EMC February 2001 - August 2008
Bank of Boston December 1997 - January 2001
Fidelity Investments April 1990 - December 1997
Bank of New England July 1987 - April 1990
Skills
Applicant Tracking..., Talent Management, Onboarding, Strategic Planning, Talent Acquisition, Performance Management, Recruiting, HRIS, Employee Engagement, Strategy, Technical Recruiting, Employee Relations, Succession Planning, Organizational..., Leadership, Workforce Planning, Process Improvement, College Recruiting, Executive Search, Human Resources, Sourcing, Vendor Management, Deferred Compensation, Organizational Design, Management, Organizational..., Internet Recruiting, Employee Benefits, Employer Branding, Interviews, Executive Management, Training, PeopleSoft, Leadership Development, Change Management, HR Consulting, Executive Coaching, Temporary Placement, Consulting, Compensation & Benefit
Education
Columbia University - Columbia Business School 2007 — 2007
Certification, Organizational Development and Talent Management
State University of New York College at Oswego
BA
Washingtonville High School
High School
Polycom September 2013 - May 2014
Polycom March 2011 - August 2013
Monster August 2008 - March 2011
EMC February 2001 - August 2008
Bank of Boston December 1997 - January 2001
Fidelity Investments April 1990 - December 1997
Bank of New England July 1987 - April 1990
Skills
Applicant Tracking..., Talent Management, Onboarding, Strategic Planning, Talent Acquisition, Performance Management, Recruiting, HRIS, Employee Engagement, Strategy, Technical Recruiting, Employee Relations, Succession Planning, Organizational..., Leadership, Workforce Planning, Process Improvement, College Recruiting, Executive Search, Human Resources, Sourcing, Vendor Management, Deferred Compensation, Organizational Design, Management, Organizational..., Internet Recruiting, Employee Benefits, Employer Branding, Interviews, Executive Management, Training, PeopleSoft, Leadership Development, Change Management, HR Consulting, Executive Coaching, Temporary Placement, Consulting, Compensation & Benefit
Education
Columbia University - Columbia Business School 2007 — 2007
Certification, Organizational Development and Talent Management
State University of New York College at Oswego
BA
Washingtonville High School
High School
Carole Brown's Bank of New England Experience January 1980 - January 1988
Job Principal, HR, SidebySide, LLC and Human Resources Consultant at Mobility Services International
Industry Human Resources
Experience
Mobility Services International January 2005 - Present
HR Side by Side May 2004 - Present
Relocation Resources International January 1994 - April 2004
University Bank January 1990 - January 1991
Boston Trade Bank January 1988 - January 1990
Bank of New England January 1980 - January 1988
Skills
Policy, Employee Relations, Deferred Compensation, Global Mobility, Performance Management, Organizational Needs..., Employee Benefits, Expatriate Management, Talent Acquisition, Training, Recruiting, Human Resources, Personnel Management, HR Policies, Payroll, Management, Talent Management, Strategy
Education
Suffolk University 1989 — 1991
Masters, Business Administration and Management, General
Boston College 1971 — 1975
Bachelor of Arts, English, Secondary Education
Suffolk University
Masters of Business Administration
Mobility Services International January 2005 - Present
HR Side by Side May 2004 - Present
Relocation Resources International January 1994 - April 2004
University Bank January 1990 - January 1991
Boston Trade Bank January 1988 - January 1990
Bank of New England January 1980 - January 1988
Skills
Policy, Employee Relations, Deferred Compensation, Global Mobility, Performance Management, Organizational Needs..., Employee Benefits, Expatriate Management, Talent Acquisition, Training, Recruiting, Human Resources, Personnel Management, HR Policies, Payroll, Management, Talent Management, Strategy
Education
Suffolk University 1989 — 1991
Masters, Business Administration and Management, General
Boston College 1971 — 1975
Bachelor of Arts, English, Secondary Education
Suffolk University
Masters of Business Administration
Winston DiNicola's Bank of New England Experience 1988 - 1992
Job Sr. Technology Leader, Application Development, Service Delivery & Operations
Industry Financial Services
Experience
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
Sally Buffum's Bank of New England Experience 1989 - 1991
Job Senior Vice President, Senior Business Banking Officer at Fidelity Bank
Industry Banking
Experience
Fidelity Cooperative Bank April 2011 - Present
Middlesex Savings Bank June 2010 - April 2011
Sovereign Bank March 2009 - June 2010
Sovereign Bank October 2007 - March 2009
Sovereign - Santander April 2001 - October 2007
Commerce Bank & Trust Company 1997 - 2001
Springfield Institution for Savings 1991 - 1993
Bank of New England 1989 - 1991
Office of the Comptroller of the Currency October 1987 - June 1989
Skills
Credit, Commercial Lending, Franchise Lending, Loan Review, Workout, Commercial Banking, Loans, Credit Analysis, Franchise Agreements, Banking, Small Business Lending, Portfolio Management, Financial Risk, Franchising, Asset Based Lending, Lines Of Credit, Credit Risk, Underwriting, Commercial Mortgages, Financial Analysis
Education
Drexel University 1984 — 1987
MS, Accounting
Colby College 1977 — 1981
BA, Administrative Science
Fidelity Cooperative Bank April 2011 - Present
Middlesex Savings Bank June 2010 - April 2011
Sovereign Bank March 2009 - June 2010
Sovereign Bank October 2007 - March 2009
Sovereign - Santander April 2001 - October 2007
Commerce Bank & Trust Company 1997 - 2001
Springfield Institution for Savings 1991 - 1993
Bank of New England 1989 - 1991
Office of the Comptroller of the Currency October 1987 - June 1989
Skills
Credit, Commercial Lending, Franchise Lending, Loan Review, Workout, Commercial Banking, Loans, Credit Analysis, Franchise Agreements, Banking, Small Business Lending, Portfolio Management, Financial Risk, Franchising, Asset Based Lending, Lines Of Credit, Credit Risk, Underwriting, Commercial Mortgages, Financial Analysis
Education
Drexel University 1984 — 1987
MS, Accounting
Colby College 1977 — 1981
BA, Administrative Science
Michelle D'Elia's Bank of New England Experience 1981 - 1992
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Bob Cipriani's Bank of New England Experience December 1979 - April 1990
Job Happily Retired!
Industry Banking
Experience
Octant Business Services, LLC June 2006 - May 2014
Harborlight Montessori School 2005 - 2013
Fidelity Communications Corp. April 1990 - February 2006
Bank of New England December 1979 - April 1990
BayBank June 1971 - December 1979
Education
College of the Holy Cross 1962 — 1966
B.A., Sociology
Octant Business Services, LLC June 2006 - May 2014
Harborlight Montessori School 2005 - 2013
Fidelity Communications Corp. April 1990 - February 2006
Bank of New England December 1979 - April 1990
BayBank June 1971 - December 1979
Education
College of the Holy Cross 1962 — 1966
B.A., Sociology
Stephen Popp's Bank of New England Experience March 1978 - September 1991
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Bank 1991 - Present
Bank of New England March 1978 - September 1991
Skills
Middle Office, Financial Services, Fixed Income, Global Custody, Mutual Funds, Risk Management, Equities, NIS, AIX, Unix, Unix Shell Scripting, Linux, Perl, Solaris, LDAP, Security, Websphere, Disaster Recovery, Bloomberg, Securities, Fund Administration, Trading Systems, Software Project..., Settlement, Back Office, Derivatives, IBM AIX, Shell Scripting
Education
Boston College 1973 — 1977
Bachelor of Arts (BA), Mathematics and Statistics
State Street Bank 1991 - Present
Bank of New England March 1978 - September 1991
Skills
Middle Office, Financial Services, Fixed Income, Global Custody, Mutual Funds, Risk Management, Equities, NIS, AIX, Unix, Unix Shell Scripting, Linux, Perl, Solaris, LDAP, Security, Websphere, Disaster Recovery, Bloomberg, Securities, Fund Administration, Trading Systems, Software Project..., Settlement, Back Office, Derivatives, IBM AIX, Shell Scripting
Education
Boston College 1973 — 1977
Bachelor of Arts (BA), Mathematics and Statistics
Fred Newcombe's Bank of New England Experience 1981 - 1984
Job President, PJC Ecological Land Care, Inc.
Industry Renewables & Environment
Experience
Ski Bradford 2008 - Present
PJC Ecological Land Care, Inc. December 2002 - Present
NOFA Organic Land Care Program 2008 - 2010
eiStream WMS, Inc 2000 - 2002
Eastman Software 1997 - 2000
Wang Labs 1984 - 1997
Bank of New England 1981 - 1984
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1982 — 1985
MS, CIS
Bentley College - Elkin B. McCallum Graduate School of Business 1979 — 1981
MBA
Boston College 1974 — 1978
BA, Economics
Ski Bradford 2008 - Present
PJC Ecological Land Care, Inc. December 2002 - Present
NOFA Organic Land Care Program 2008 - 2010
eiStream WMS, Inc 2000 - 2002
Eastman Software 1997 - 2000
Wang Labs 1984 - 1997
Bank of New England 1981 - 1984
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1982 — 1985
MS, CIS
Bentley College - Elkin B. McCallum Graduate School of Business 1979 — 1981
MBA
Boston College 1974 — 1978
BA, Economics
Mark Fratus's Bank of New England Experience June 1977 - May 1992
Job Head of Network Service Delivery at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
State Street December 1996 - October 2012
State Street May 1992 - November 1996
Bank of New England June 1977 - May 1992
Skills
Data Center, Disaster Recovery, Security, ITIL, Cisco, Wireless, Integration, Cloud Computing, Operations Management, Telecommunications, Team Building, VoIP, MPLS, Operation, Network Operations, Change Management, Vendor Management, Problem Solving, Troubleshooting, Cisco Technologies, Network Administration, Information Technology, IT Management, Service Delivery, Process Improvement, Infrastructure, Leadership, Managed Services
Education
Abington High School
Boston University
Certificate in UNIX Administration, IT Systems Admin
Northeastern University
Certificate in Data Communications and telecommunications, Telecommunications
State Street October 2012 - Present
State Street December 1996 - October 2012
State Street May 1992 - November 1996
Bank of New England June 1977 - May 1992
Skills
Data Center, Disaster Recovery, Security, ITIL, Cisco, Wireless, Integration, Cloud Computing, Operations Management, Telecommunications, Team Building, VoIP, MPLS, Operation, Network Operations, Change Management, Vendor Management, Problem Solving, Troubleshooting, Cisco Technologies, Network Administration, Information Technology, IT Management, Service Delivery, Process Improvement, Infrastructure, Leadership, Managed Services
Education
Abington High School
Boston University
Certificate in UNIX Administration, IT Systems Admin
Northeastern University
Certificate in Data Communications and telecommunications, Telecommunications
Mike Londergan's Bank of New England Experience 1982 - 1983
Job Senior Financial Business Strategist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management Senior Financial Business StrategistMassachusetts Financial Services2004 - Present
MFS 1988 - 2009
Ernst & Whinney 1982 - 1985
Bank of New England 1982 - 1983
Skills
Series 7, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Finance, Investments, Financial Services, Securities, Hedge Funds, Wealth Management, Management, Equities, Financial Analysis, Series 63, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Relationship Management, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Cohasset High School 1974 — 1978
MFS Investment Management Senior Financial Business StrategistMassachusetts Financial Services2004 - Present
MFS 1988 - 2009
Ernst & Whinney 1982 - 1985
Bank of New England 1982 - 1983
Skills
Series 7, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Finance, Investments, Financial Services, Securities, Hedge Funds, Wealth Management, Management, Equities, Financial Analysis, Series 63, Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Relationship Management, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Cohasset High School 1974 — 1978
Len Driscoll's Bank of New England Experience June 1983 - January 1991
Job Executive at Optum
Industry Information Technology and Services
Experience
Optum December 2014 - Present
Broadridge August 2010 - November 2014
NewRiver December 1998 - June 2011
Allmerica Financial September 1993 - December 1998
Fleet Financial Group January 1991 - September 1993
Bank of New England June 1983 - January 1991
Education
Boston University 1988 — 1994
MBA, Management
Bowdoin College 1979 — 1983
BA, Economics and Government
Optum December 2014 - Present
Broadridge August 2010 - November 2014
NewRiver December 1998 - June 2011
Allmerica Financial September 1993 - December 1998
Fleet Financial Group January 1991 - September 1993
Bank of New England June 1983 - January 1991
Education
Boston University 1988 — 1994
MBA, Management
Bowdoin College 1979 — 1983
BA, Economics and Government
Michael Sinisgalli's Bank of New England Experience 1983 - 1991
Job Senior Manager, Aetna Treasury Services
Industry Insurance
Experience
Aetna 2009 - Present
Bank of America January 1997 - August 2009
Fleet Bank 1997 - 2003
Bank of New England 1983 - 1991
Skills
Financial Services, Banking, Insurance, Treasury Management, Risk Management
Education
Central Connecticut State University 1977 — 1981
Aetna 2009 - Present
Bank of America January 1997 - August 2009
Fleet Bank 1997 - 2003
Bank of New England 1983 - 1991
Skills
Financial Services, Banking, Insurance, Treasury Management, Risk Management
Education
Central Connecticut State University 1977 — 1981
Amy (Clarke) Weiss's Bank of New England Experience September 1988 - September 1990
Job Senior Software Engineer at VeraCore Software Solutions, Inc. (formerly Software Marketing Associates & ProMail)
Industry Computer Software
Experience
Software Marketing Associates April 2000 - Present
Insurity September 1990 - March 2000
Bank of New England September 1988 - September 1990
Education
The University of Connecticut School of Business 1986 — 1988
BS, Management Information Systems
Emmanuel College 1983 — 1985
Accounting
Somers High School 1979 — 1983
Software Marketing Associates April 2000 - Present
Insurity September 1990 - March 2000
Bank of New England September 1988 - September 1990
Education
The University of Connecticut School of Business 1986 — 1988
BS, Management Information Systems
Emmanuel College 1983 — 1985
Accounting
Somers High School 1979 — 1983
Jon Sharkey's Bank of New England Experience 1987 - 1992
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Kristen Morwick's Bank of New England Experience 1987 - 1994
Job Head XC/Track Coach at Tufts
Industry Sports
Experience
Tufts University July 2000 - Present
Williams College 1996 - 2000
Williams College 1995 - 2000
Williams College 1995 - 2000
Fleet Bank 1990 - 1994
Bank of New England 1987 - 1994
Bank of New England 1989 - 1993
Bank of New England 1989 - 1992
Skills
Teaching, Community Outreach, Fundraising, Public Speaking, Program Development, Volunteer Management, Non-profits, Event Planning, Grant Writing, Research, Editing, Event Management, Social Media, Spanish, PowerPoint, Social Networking, Microsoft Office, Public Relations, Data Analysis, Staff Development, Tutoring, Athletic Training, Blogging, Sports, Facebook, Educational Leadership, Coaching, Program Management, Curriculum Development, Microsoft Word, Leadership Development, Marketing, Training, Student Development, Higher Education, Administration, Leadership, Strategic Planning, Microsoft Excel, Sports Management, Academic Advising, Athletics, Classroom
Education
Tufts University 1993 — 1995
MA, History
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Russian Studies
Tufts University July 2000 - Present
Williams College 1996 - 2000
Williams College 1995 - 2000
Williams College 1995 - 2000
Fleet Bank 1990 - 1994
Bank of New England 1987 - 1994
Bank of New England 1989 - 1993
Bank of New England 1989 - 1992
Skills
Teaching, Community Outreach, Fundraising, Public Speaking, Program Development, Volunteer Management, Non-profits, Event Planning, Grant Writing, Research, Editing, Event Management, Social Media, Spanish, PowerPoint, Social Networking, Microsoft Office, Public Relations, Data Analysis, Staff Development, Tutoring, Athletic Training, Blogging, Sports, Facebook, Educational Leadership, Coaching, Program Management, Curriculum Development, Microsoft Word, Leadership Development, Marketing, Training, Student Development, Higher Education, Administration, Leadership, Strategic Planning, Microsoft Excel, Sports Management, Academic Advising, Athletics, Classroom
Education
Tufts University 1993 — 1995
MA, History
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Russian Studies
Derek Pollard's Bank of New England Experience 1988 - 1992
Job First Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank June 2005 - Present
Federal Reserve Bank of Atlanta October 2000 - June 2005
Bank Of New England 1988 - 1992
Education
Clark Atlanta University 1986 — 1988
MBA, Finance and Accounting
Morehouse College 1978 — 1982
Bachelor of Arts, Finance and Accounting
SunTrust Bank June 2005 - Present
Federal Reserve Bank of Atlanta October 2000 - June 2005
Bank Of New England 1988 - 1992
Education
Clark Atlanta University 1986 — 1988
MBA, Finance and Accounting
Morehouse College 1978 — 1982
Bachelor of Arts, Finance and Accounting
Jill Joubert's Bank of New England Experience 1981 - 1983
Job Operations Manager at Maryland Center for Entrepreneurship
Industry Government Administration
Experience
Howard County Economic Development Authority July 2012 - Present
Baltimore Ravens June 2004 - Present
Howard County Economic Development Authority March 2003 - July 2012
Guardian Life 1989 - 1992
Principal Financial 1987 - 1989
Horizon Financial 1984 - 1986
Bank of New England 1981 - 1983
New England Merchants 1980 - 1981
Hancock Bank & Trust 1978 - 1980
Skills
Event Planning, PowerPoint, Public Speaking, Public Relations, Leadership, Marketing, Program Management, Entrepreneurship, Management, Team Building, Social Media, Editing, Strategic Planning, Fundraising, Nonprofits, Community Outreach, Customer Service
Education
Eastern Nazarene College 1974 — 1978
BS, Elementary Education
Spring-Ford High School 1970 — 1974
Howard County Economic Development Authority July 2012 - Present
Baltimore Ravens June 2004 - Present
Howard County Economic Development Authority March 2003 - July 2012
Guardian Life 1989 - 1992
Principal Financial 1987 - 1989
Horizon Financial 1984 - 1986
Bank of New England 1981 - 1983
New England Merchants 1980 - 1981
Hancock Bank & Trust 1978 - 1980
Skills
Event Planning, PowerPoint, Public Speaking, Public Relations, Leadership, Marketing, Program Management, Entrepreneurship, Management, Team Building, Social Media, Editing, Strategic Planning, Fundraising, Nonprofits, Community Outreach, Customer Service
Education
Eastern Nazarene College 1974 — 1978
BS, Elementary Education
Spring-Ford High School 1970 — 1974
Elisabeth Simons's Bank of New England Experience January 1989 - June 1990
Job Project ManagerHR at John Hancock
Industry Insurance
Experience
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
Andrew Garfinkle's Bank of New England Experience 1987 - 1989
Job Vice President Real Estate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank February 2015 - Present
MassDevelopment May 2013 - Present
Wells Fargo January 2009 - May 2013
Wells Fargo 2004 - 2009
Fleet Bank 1998 - 2004
First Trade Union Bank 1988 - 1996
Bank of New England 1987 - 1989
Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing
Education
Babson College 1982 — 1986
Accounting and Finance
Boston Private Bank February 2015 - Present
MassDevelopment May 2013 - Present
Wells Fargo January 2009 - May 2013
Wells Fargo 2004 - 2009
Fleet Bank 1998 - 2004
First Trade Union Bank 1988 - 1996
Bank of New England 1987 - 1989
Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing
Education
Babson College 1982 — 1986
Accounting and Finance
Leo Rivard's Bank of New England Experience August 1987 - April 1990
Job Database Architect at Northrop Grumman Information Systems
Industry Information Services
Experience
Northrop Grumman Information Systems September 2010 - Present
First Data Corporation June 2003 - September 2010
Ameritrade April 1999 - March 2003
infoUSA May 1998 - April 1999
Pamida April 1996 - May 1998
Gillette December 1994 - March 1996
GTE Government Systems August 1990 - December 1994
Raytheon April 1990 - July 1990
Bank of New England August 1987 - April 1990
Consultec, Inc. March 1987 - September 1987
Skills
Oracle, ETL, Data Warehousing, SDLC, DB2, Microsoft SQL Server, Databases, Database Design, Business Intelligence, T-SQL, SQL, Unix, SOA, Data Modeling, PL/SQL, Enterprise Architecture, Performance Tuning, Weblogic, Agile Methodologies, Solaris, Data Architecture, Integration, Architecture, Disaster Recovery, Requirements Analysis, Solution Architecture
Education
Bryant University 1975 — 1979
Bachelor of Science (BS), Business Administration/Systems Management
Northrop Grumman Information Systems September 2010 - Present
First Data Corporation June 2003 - September 2010
Ameritrade April 1999 - March 2003
infoUSA May 1998 - April 1999
Pamida April 1996 - May 1998
Gillette December 1994 - March 1996
GTE Government Systems August 1990 - December 1994
Raytheon April 1990 - July 1990
Bank of New England August 1987 - April 1990
Consultec, Inc. March 1987 - September 1987
Skills
Oracle, ETL, Data Warehousing, SDLC, DB2, Microsoft SQL Server, Databases, Database Design, Business Intelligence, T-SQL, SQL, Unix, SOA, Data Modeling, PL/SQL, Enterprise Architecture, Performance Tuning, Weblogic, Agile Methodologies, Solaris, Data Architecture, Integration, Architecture, Disaster Recovery, Requirements Analysis, Solution Architecture
Education
Bryant University 1975 — 1979
Bachelor of Science (BS), Business Administration/Systems Management
Andrew Maloney's Bank of New England Experience 1985 - 1993
Job Senior Vice President Wellesley Bank
Industry Banking
Experience
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
Pamela Flynn, CPA & CGMA's Bank of New England Experience 1986 - 1991
Job Controller
Industry Venture Capital & Private Equity
Experience
RBS Citizens Financial Group, Inc. July 2013 - Present
Providence Equity Partners June 2006 - December 2012
FleetBoston Financial (Bank of America) 2000 - 2006
FleetBoston Financial Group 1994 - 2000
Fleet Bank of Massachusetts 1991 - 1994
Bank of New England 1986 - 1991
Arthur Andersen & Co. 1982 - 1986
Skills
Auditing, CPA, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Venture Capital, Valuation, Corporate Finance, Mutual Funds, Banking, Investor Relations, Mergers & Acquisitions, Finance, Internal Controls, Accounting
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting, Summa Cum Laude - 3.89/4.00
RBS Citizens Financial Group, Inc. July 2013 - Present
Providence Equity Partners June 2006 - December 2012
FleetBoston Financial (Bank of America) 2000 - 2006
FleetBoston Financial Group 1994 - 2000
Fleet Bank of Massachusetts 1991 - 1994
Bank of New England 1986 - 1991
Arthur Andersen & Co. 1982 - 1986
Skills
Auditing, CPA, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Venture Capital, Valuation, Corporate Finance, Mutual Funds, Banking, Investor Relations, Mergers & Acquisitions, Finance, Internal Controls, Accounting
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting, Summa Cum Laude - 3.89/4.00
John (Jay) Gallo's Bank of New England Experience 1987 - 1989
Job Chief Risk Officer at Sage Bank
Industry Financial Services
Experience
Sage Bank January 2015 - Present
Citizens Financial Group, Inc. April 2014 - December 2014
RMPI Consulting, LLC September 2009 - April 2014
Fair Isaac February 2006 - 2009
John Hancock March 1995 - October 2002
Fleet Management and Recovery Corporation 1992 - 1995
Fleet Financial Group 1989 - 1995
RECOLL Management Corporation 1989 - 1992
Bank of New England 1987 - 1989
United States Navy May 1982 - August 1987
Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1993
MBA, Business
United States Naval Academy 1978 — 1982
B.S., Naval Architecture
Belmont Hill School 1973 — 1978
Sage Bank January 2015 - Present
Citizens Financial Group, Inc. April 2014 - December 2014
RMPI Consulting, LLC September 2009 - April 2014
Fair Isaac February 2006 - 2009
John Hancock March 1995 - October 2002
Fleet Management and Recovery Corporation 1992 - 1995
Fleet Financial Group 1989 - 1995
RECOLL Management Corporation 1989 - 1992
Bank of New England 1987 - 1989
United States Navy May 1982 - August 1987
Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1993
MBA, Business
United States Naval Academy 1978 — 1982
B.S., Naval Architecture
Belmont Hill School 1973 — 1978
Joe McCarran's Bank of New England Experience Commercial LendingBank of New England2007 - 2015
Job VP at Bank of New England
Industry Banking
Experience
Bank of New England Commercial LendingBank of New England2007 - 2015
Skills
Real Estate, Customer Service, Valuation, Loans, Portfolio Management, Banking, Real Estate Economics, Real Estate Development, Microsoft Excel, Asset Management, Mortgage Lending, Credit, Investments, Commercial Real Estate, Loan Origination, Commercial Mortgages
Education
Boston College 1979 — 1983
Western New England College
Bank of New England Commercial LendingBank of New England2007 - 2015
Skills
Real Estate, Customer Service, Valuation, Loans, Portfolio Management, Banking, Real Estate Economics, Real Estate Development, Microsoft Excel, Asset Management, Mortgage Lending, Credit, Investments, Commercial Real Estate, Loan Origination, Commercial Mortgages
Education
Boston College 1979 — 1983
Western New England College
Daniel Corcoran's Bank of New England Experience 1983 - 1990
Job Vice President at Massachusetts Capital Resource Company
Industry Financial Services
Experience
Massachusetts Capital Resource Company January 2014 - Present
US Bank October 2009 - November 2013
Wachovia Securities November 2006 - September 2009
Bank of America 2002 - 2006
Citizens Capital 1997 - 2002
Bank of Boston 1990 - 1997
Bank of New England 1983 - 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Boston College 1979 — 1983
BA
Noble and Greenough School
Massachusetts Capital Resource Company January 2014 - Present
US Bank October 2009 - November 2013
Wachovia Securities November 2006 - September 2009
Bank of America 2002 - 2006
Citizens Capital 1997 - 2002
Bank of Boston 1990 - 1997
Bank of New England 1983 - 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Boston College 1979 — 1983
BA
Noble and Greenough School
Joseph Riley's Bank of New England Experience April 1987 - June 1991
Job Executive Vice President at Eastern Bank
Industry Banking
Experience
Eastern Bank October 1994 - Present
Fleet Bank June 1991 - October 1994
Bank of New England April 1987 - June 1991
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Retail Banking, Mortgage Lending, Commercial Mortgages, Internet Banking, Underwriting, Risk Management, Cash Management, Credit Risk, Financial Analysis, Financial Services, Consumer Lending, Mergers, Asset Based Lending
Education
Northeastern University 1980 — 1981
MBA/MS, Accounting
College of the Holy Cross 1976 — 1980
BA, Economics
Eastern Bank October 1994 - Present
Fleet Bank June 1991 - October 1994
Bank of New England April 1987 - June 1991
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Retail Banking, Mortgage Lending, Commercial Mortgages, Internet Banking, Underwriting, Risk Management, Cash Management, Credit Risk, Financial Analysis, Financial Services, Consumer Lending, Mergers, Asset Based Lending
Education
Northeastern University 1980 — 1981
MBA/MS, Accounting
College of the Holy Cross 1976 — 1980
BA, Economics
Sandra Connolly's Bank of New England Experience 1987 - 1989
Job AVP/Global Marketing at State Street Corp.
Industry Financial Services
Experience
State Street Corp. Senior Editor, Employee CommunicationsFleet Financial Group1990 - 1996
Bank of New England 1987 - 1989
Skills
Project Management, Editing, Marketing Communications, Social Media Marketing, Corporate Communications, Internal Communications, Newsletters, Social Media, CRM, Human Resources, Public Relations, Strategy, Strategic Communications, Marketing, Press Releases, Integrated Marketing
Education
Emerson College
Master of Health Communication, Combined program with Tufts Medical School
Simmons College
BA, Public Relations
State Street Corp. Senior Editor, Employee CommunicationsFleet Financial Group1990 - 1996
Bank of New England 1987 - 1989
Skills
Project Management, Editing, Marketing Communications, Social Media Marketing, Corporate Communications, Internal Communications, Newsletters, Social Media, CRM, Human Resources, Public Relations, Strategy, Strategic Communications, Marketing, Press Releases, Integrated Marketing
Education
Emerson College
Master of Health Communication, Combined program with Tufts Medical School
Simmons College
BA, Public Relations
Amy Coon's Bank of New England Experience 1987 - 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
American Express September 1989 - August 1991
Bank of New England 1987 - 1989
Education
Bentley University 1983 — 1987
Bachelors, Information Systems
American Express September 1989 - August 1991
Bank of New England 1987 - 1989
Education
Bentley University 1983 — 1987
Bachelors, Information Systems
Sanghamitra Dutt's Bank of New England Experience 1986 - 1989
Job Senior Vice President at TD
Industry Financial Services
Experience
TD October 2013 - Present
TD Bank USA February 2012 - Present
TD Bank USA September 2010 - February 2012
Ishan Advisors, LLC 2004 - October 2010
Fleet Bank 2001 - May 2004
BankBoston 1997 - 2001
BankBoston 1994 - 1997
Riggs Bank 1994 - 1994
BankBoston 1989 - 1991
Bank of New England 1986 - 1989
Skills
Portfolio Management, Financial Risk, Banking, Credit, Credit Risk, Loans, Commercial Banking, Management, Commercial Lending, Analysis, Relationship Management, Credit Analysis, Fixed Income, Risk Management, Capital Markets
Education
The George Washington University - School of Business 1979 — 1981
MBA, Finance and International Business
Georgetown University 1975 — 1979
BS, Economics and Japanese
BCC
TD October 2013 - Present
TD Bank USA February 2012 - Present
TD Bank USA September 2010 - February 2012
Ishan Advisors, LLC 2004 - October 2010
Fleet Bank 2001 - May 2004
BankBoston 1997 - 2001
BankBoston 1994 - 1997
Riggs Bank 1994 - 1994
BankBoston 1989 - 1991
Bank of New England 1986 - 1989
Skills
Portfolio Management, Financial Risk, Banking, Credit, Credit Risk, Loans, Commercial Banking, Management, Commercial Lending, Analysis, Relationship Management, Credit Analysis, Fixed Income, Risk Management, Capital Markets
Education
The George Washington University - School of Business 1979 — 1981
MBA, Finance and International Business
Georgetown University 1975 — 1979
BS, Economics and Japanese
BCC
Bonnie Sullivan's Bank of New England Experience 1984 - 1987
Job Vice President at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank 2012 - Present
MassDevelopment 1987 - 2012
Bank of New England 1984 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
University of Connecticut 1980 — 1984
Bachelor of Science, Finance
University of Connecticut 1980 — 1984
Bachelor of Arts, French
Middlesex Savings Bank 2012 - Present
MassDevelopment 1987 - 2012
Bank of New England 1984 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
University of Connecticut 1980 — 1984
Bachelor of Science, Finance
University of Connecticut 1980 — 1984
Bachelor of Arts, French
Karen LeDoux's Bank of New England Experience September 1986 - August 1990
Job Assistant Controller at Autronic Plastics Inc
Industry Plastics
Experience
Autronic Plastics, Inc. January 1998 - Present
Empire Blue Cross Blue Shield January 1991 - December 1997
Bank of New England September 1986 - August 1990
Skills
Process Improvement, Employee Benefits, Accounting, Continuous Improvement, Forecasting, Accounts Receivable
Education
Eastern Nazarene College 1982 — 1986
BA, Business Administration
Autronic Plastics, Inc. January 1998 - Present
Empire Blue Cross Blue Shield January 1991 - December 1997
Bank of New England September 1986 - August 1990
Skills
Process Improvement, Employee Benefits, Accounting, Continuous Improvement, Forecasting, Accounts Receivable
Education
Eastern Nazarene College 1982 — 1986
BA, Business Administration
Allan Plourde's Bank of New England Experience 1981 - 1995
Job engagement manager at sheshunoff consulting+solutions
Industry Banking
Experience
sheshunoff consulting+solutions auditrecoll management1991 - 1995
Bank of New England 1981 - 1995
Connecticut Bank & Trust 1981 - 1995
Skills
Bank Secrecy Act, Auditing, Financial Risk, Risk Management, Anti Money Laundering, Enterprise Risk...
Education
Central Connecticut State University 1967 — 1979
BS, Accounting
sheshunoff consulting+solutions auditrecoll management1991 - 1995
Bank of New England 1981 - 1995
Connecticut Bank & Trust 1981 - 1995
Skills
Bank Secrecy Act, Auditing, Financial Risk, Risk Management, Anti Money Laundering, Enterprise Risk...
Education
Central Connecticut State University 1967 — 1979
BS, Accounting
Wendy Martz's Bank of New England Experience 1987 - 1992
Job Sr. Business Systems Analyst at 4Sight Technologies
Industry Information Technology and Services
Experience
4Sight Technologies November 2009 - Present
Edgewater Technology March 2003 - October 2008
American Student Assistance 2003 - 2007
Epsilon Data Management 2000 - 2001
Pinnacle Decision Systems 1996 - 2000
Shawmut Bank 1995 - 1996
Polaroid Corporation 1994 - 1995
State Street Bank & Trust 1992 - 1994
Bank of New England 1987 - 1992
Skills
Business Requirements, Business Analysis, Requirements Analysis, Visio, SQL, MS Project, Scrum, Data Warehousing, Software Documentation, Project Management, Quality Assurance, UML, Data Modeling, SDLC, Agile Methodologies, Requirements Gathering, Analysis
Education
Dartmouth College
4Sight Technologies November 2009 - Present
Edgewater Technology March 2003 - October 2008
American Student Assistance 2003 - 2007
Epsilon Data Management 2000 - 2001
Pinnacle Decision Systems 1996 - 2000
Shawmut Bank 1995 - 1996
Polaroid Corporation 1994 - 1995
State Street Bank & Trust 1992 - 1994
Bank of New England 1987 - 1992
Skills
Business Requirements, Business Analysis, Requirements Analysis, Visio, SQL, MS Project, Scrum, Data Warehousing, Software Documentation, Project Management, Quality Assurance, UML, Data Modeling, SDLC, Agile Methodologies, Requirements Gathering, Analysis
Education
Dartmouth College
Jim Plocica's Bank of New England Experience October 1986 - June 1988
Job Vice President & Treasurer at Bright Horizons Family Solutions
Industry Education Management
Experience
Bright Horizons Family Solutions September 1999 - Present
Houghton Mifflin September 1998 - September 1999
South Shore Hospital October 1993 - September 1998
Eastern Enterprises January 1989 - October 1993
Norttheastern University June 1988 - December 1988
Bank of New England October 1986 - June 1988
Bank of Boston July 1985 - October 1986
Multibank Financial Corp. September 1982 - July 1985
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 1988 — 1991
MBA, Managment
Bryant University 1980 — 1982
B.S. in B.A., Accounting
Southeastern Massachusetts University (UMass-Dartmouth) 1978 — 1980
Transferred, Accounting
Bright Horizons Family Solutions September 1999 - Present
Houghton Mifflin September 1998 - September 1999
South Shore Hospital October 1993 - September 1998
Eastern Enterprises January 1989 - October 1993
Norttheastern University June 1988 - December 1988
Bank of New England October 1986 - June 1988
Bank of Boston July 1985 - October 1986
Multibank Financial Corp. September 1982 - July 1985
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 1988 — 1991
MBA, Managment
Bryant University 1980 — 1982
B.S. in B.A., Accounting
Southeastern Massachusetts University (UMass-Dartmouth) 1978 — 1980
Transferred, Accounting
Beth Panella's Bank of New England Experience September 1987 - February 1991
Job Technical Program Manager at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Bank of America August 2008 - December 2011
Bank of Ameria November 2008 - August 2009
Bank of America April 2004 - November 2008
Fleet Bank February 2002 - March 2004
Fleet Bank June 2000 - January 2002
BankBoston August 1993 - May 2000
Bank of Boston April 1992 - July 1993
Lewtan Technologies February 1991 - March 1992
Bank of New England September 1987 - February 1991
Skills
Mergers, Program Management, Six Sigma, PMO, Integration, Team Leadership, Project Management, Vendor Management, PMP, SDLC, ERP, Mergers & Acquisitions, Management, Project Portfolio..., SharePoint, IT Strategy
Education
Eastern Connecticut State University 1983 — 1987
BS, Mathematics, Computer Science
Bank of America January 2012 - Present
Bank of America August 2008 - December 2011
Bank of Ameria November 2008 - August 2009
Bank of America April 2004 - November 2008
Fleet Bank February 2002 - March 2004
Fleet Bank June 2000 - January 2002
BankBoston August 1993 - May 2000
Bank of Boston April 1992 - July 1993
Lewtan Technologies February 1991 - March 1992
Bank of New England September 1987 - February 1991
Skills
Mergers, Program Management, Six Sigma, PMO, Integration, Team Leadership, Project Management, Vendor Management, PMP, SDLC, ERP, Mergers & Acquisitions, Management, Project Portfolio..., SharePoint, IT Strategy
Education
Eastern Connecticut State University 1983 — 1987
BS, Mathematics, Computer Science
Jocelyn Panzer's Bank of New England Experience 1984 - 1986
Job IT and Financial Services Professional
Industry Financial Services
Experience
State Street February 2010 - December 2012
SunGard January 2004 - October 2008
State Street Bank 1997 - 2003
BankBoston (formerly BayBank) 1989 - 1997
Shawmut Bank 1986 - 1989
Bank of New England 1984 - 1986
Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds
Education
Bentley University
BS, Economics/Finance
State Street February 2010 - December 2012
SunGard January 2004 - October 2008
State Street Bank 1997 - 2003
BankBoston (formerly BayBank) 1989 - 1997
Shawmut Bank 1986 - 1989
Bank of New England 1984 - 1986
Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds
Education
Bentley University
BS, Economics/Finance
David Shukis's Bank of New England Experience September 1985 - June 1989
Job Head of Global Investment Services at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates February 2014 - Present
Cambridge Associates July 2011 - February 2014
Cambridge Associates July 1989 - January 2012
Bank of New England September 1985 - June 1989
Bank of Boston August 1980 - September 1985
Skills
Hedge Funds, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Asset Managment, Private Equity, Investments, Equities, Portfolio Management, Endowments, Fixed Income, Institutional Investors, Investor Relations, Fund Of Funds
Education
Harvard Business School 1978 — 1980
MBA
Brown University 1973 — 1976
MA, History
University of Pittsburgh 1969 — 1973
BA, History
Cambridge Associates February 2014 - Present
Cambridge Associates July 2011 - February 2014
Cambridge Associates July 1989 - January 2012
Bank of New England September 1985 - June 1989
Bank of Boston August 1980 - September 1985
Skills
Hedge Funds, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Asset Managment, Private Equity, Investments, Equities, Portfolio Management, Endowments, Fixed Income, Institutional Investors, Investor Relations, Fund Of Funds
Education
Harvard Business School 1978 — 1980
MBA
Brown University 1973 — 1976
MA, History
University of Pittsburgh 1969 — 1973
BA, History
Rachelle Taqqu, CFA's Bank of New England Experience May 1986 - December 1990
Job Principal, New Vista Capital LLC
Industry Financial Services
Experience
New Vista Capital LLC August 1998 - Present
Boston Community Capital February 2003 - March 2004
BTM Capital Corporation 1990 - 1998
Bank of New England May 1986 - December 1990
Irving Trust Corp 1984 - 1985
Skills
Project Finance, Asset Management, Investments, Finance, Financial Structuring, Strategic Financial..., Equities, Restructuring, Credit, Renewable Energy, Due Diligence, Financial Analysis, Nonprofits, Structured Finance, Valuation, Mergers & Acquisitions, Loans
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
MBA, Accounting and Finance
Columbia University in the City of New York
PhD, History & International Affairs
University of Toronto
BA, History
New Vista Capital LLC August 1998 - Present
Boston Community Capital February 2003 - March 2004
BTM Capital Corporation 1990 - 1998
Bank of New England May 1986 - December 1990
Irving Trust Corp 1984 - 1985
Skills
Project Finance, Asset Management, Investments, Finance, Financial Structuring, Strategic Financial..., Equities, Restructuring, Credit, Renewable Energy, Due Diligence, Financial Analysis, Nonprofits, Structured Finance, Valuation, Mergers & Acquisitions, Loans
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
MBA, Accounting and Finance
Columbia University in the City of New York
PhD, History & International Affairs
University of Toronto
BA, History
Moses Cheng's Bank of New England Experience September 1989 - June 1991
Job Senior Office of Complex Financial Institutions Analyst at FDIC, CFA, FRM
Industry Banking
Experience
FDIC February 2012 - Present
Federal Reserve Bank of New York March 1998 - February 2012
Office of the Comptroller of the Currency August 1992 - March 1998
Bank of New England September 1989 - June 1991
Skills
Market Risk, Credit Risk, Structured Finance, Derivatives
Education
Boston University - School of Management
BS/BA, Finance
FDIC February 2012 - Present
Federal Reserve Bank of New York March 1998 - February 2012
Office of the Comptroller of the Currency August 1992 - March 1998
Bank of New England September 1989 - June 1991
Skills
Market Risk, Credit Risk, Structured Finance, Derivatives
Education
Boston University - School of Management
BS/BA, Finance
Armond McCoy's Bank of New England Experience 1987 - 1991
Job Project Manager at Cruz Development Corp
Industry Nonprofit Organization Management
Experience
Codman Square Neighborhood Development Corp July 2013 - April 2014
Codman Square Neighborhood Development Corporation January 2011 - June 2013
ACM Associates 1999 - 2010
Housing Investments, Inc 1999 - 2001
BankBoston 1993 - 1999
Massachusetts Housing Investment Corp 1991 - 1993
Bank of New England 1987 - 1991
Skills
Due Diligence, Predictive modeling for..., Real Estate Finance, Commercial Lending, Financial Analysis, Financial Modeling, Budgeting, Business Plans, Affordable Housing..., Small Business..., Small Business..., Non-profit..., Operations Management, Low Income Housing Tax..., Historic Rehabilitation..., New Markets Tax Credits, Mezzanine Financing, Bond Financing, Workout Strategies, Real Estate Project..., LIHTC, Real Estate Economics, Affordable Housing, Business Development, Start-ups, Small Business, Budgets, Commercial Real Estate, Real Estate Development
Education
Boston University
BA, Government
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Codman Square Neighborhood Development Corp July 2013 - April 2014
Codman Square Neighborhood Development Corporation January 2011 - June 2013
ACM Associates 1999 - 2010
Housing Investments, Inc 1999 - 2001
BankBoston 1993 - 1999
Massachusetts Housing Investment Corp 1991 - 1993
Bank of New England 1987 - 1991
Skills
Due Diligence, Predictive modeling for..., Real Estate Finance, Commercial Lending, Financial Analysis, Financial Modeling, Budgeting, Business Plans, Affordable Housing..., Small Business..., Small Business..., Non-profit..., Operations Management, Low Income Housing Tax..., Historic Rehabilitation..., New Markets Tax Credits, Mezzanine Financing, Bond Financing, Workout Strategies, Real Estate Project..., LIHTC, Real Estate Economics, Affordable Housing, Business Development, Start-ups, Small Business, Budgets, Commercial Real Estate, Real Estate Development
Education
Boston University
BA, Government
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Sean Connor's Bank of New England Experience 1987 - 1990
Job Voice Communications Analyst at Commonwealth of Massachusetts
Industry Telecommunications
Experience
Commonwealth of Massachusetts 2010 - Present
American Express February 2006 - 2009
Thomas Cook Travel/American Express January 1992 - January 2006
Blue Cross Blue Shield of Massachusetts January 1990 - January 1992
Bank of New England 1987 - 1990
New England Life 1983 - 1987
Skills
Call Center, Avaya PBX, Project Planning, Project Implementation, Network Design, Carrier Management, Voice Networks, Voice Mail, MS Office Suite, System Deployment, Vendor Management, VoIP, ITIL, Microsoft Office, Call Centers, Project Management, Telecommunications, Avaya, Cisco Technologies, Troubleshooting, Management, Cellular Communications, Networking, Program Management, Security, Telephony, Disaster Recovery, Integration, CMS, Business Analysis, Avaya Technologies, Access, WAN, Unified Communications, Network Communications, Switches, Team Leadership
Education
Boston College
B.S
Roxbury Latin
Commonwealth of Massachusetts 2010 - Present
American Express February 2006 - 2009
Thomas Cook Travel/American Express January 1992 - January 2006
Blue Cross Blue Shield of Massachusetts January 1990 - January 1992
Bank of New England 1987 - 1990
New England Life 1983 - 1987
Skills
Call Center, Avaya PBX, Project Planning, Project Implementation, Network Design, Carrier Management, Voice Networks, Voice Mail, MS Office Suite, System Deployment, Vendor Management, VoIP, ITIL, Microsoft Office, Call Centers, Project Management, Telecommunications, Avaya, Cisco Technologies, Troubleshooting, Management, Cellular Communications, Networking, Program Management, Security, Telephony, Disaster Recovery, Integration, CMS, Business Analysis, Avaya Technologies, Access, WAN, Unified Communications, Network Communications, Switches, Team Leadership
Education
Boston College
B.S
Roxbury Latin
Charlie Fargo's Bank of New England Experience September 1986 - April 1990
Job Vice President CRE/ART Credit at PNC
Industry Banking
Experience
PNC March 2012 - Present
RBC Bank March 2011 - March 2012
RBC Bank May 2010 - March 2011
RBC Bank 2007 - May 2010
RBC Bank November 2003 - November 2006
Provident Bank February 2002 - November 2003
SunTrust Bank February 1997 - February 2002
Barnett Bank January 1992 - February 1997
Citizens & Southern Bank May 1990 - January 1992
Bank of New England September 1986 - April 1990
Skills
Commercial Credit, Credit Risk, Commercial Lending, Credit, Underwriting, Banking, Commercial Banking, Finance, Loans, Loan Origination, Financial Risk, Risk Management, Small Business Lending, Auditing, Commercial Real Estate, Credit Analysis, Portfolio Management, Management, Retail Banking, Consumer Lending, Mortgage Lending
Education
Boston University Graduate School of Management
MBA, Finance
Hobart and William Smith Colleges 1974 — 1978
BA, History
PNC March 2012 - Present
RBC Bank March 2011 - March 2012
RBC Bank May 2010 - March 2011
RBC Bank 2007 - May 2010
RBC Bank November 2003 - November 2006
Provident Bank February 2002 - November 2003
SunTrust Bank February 1997 - February 2002
Barnett Bank January 1992 - February 1997
Citizens & Southern Bank May 1990 - January 1992
Bank of New England September 1986 - April 1990
Skills
Commercial Credit, Credit Risk, Commercial Lending, Credit, Underwriting, Banking, Commercial Banking, Finance, Loans, Loan Origination, Financial Risk, Risk Management, Small Business Lending, Auditing, Commercial Real Estate, Credit Analysis, Portfolio Management, Management, Retail Banking, Consumer Lending, Mortgage Lending
Education
Boston University Graduate School of Management
MBA, Finance
Hobart and William Smith Colleges 1974 — 1978
BA, History
Joe Gill's Bank of New England Experience 1982 - 1993
Job Vice President DCIO at Prudential Securities
Industry Financial Services
Experience
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Carolyn Lonergan's Bank of New England Experience July 1983 - January 1989
Job Sr. Consultant at Mass Mutual
Industry Information Technology and Services
Experience
Mass Mutual August 1989 - Present
Bank of New England July 1983 - January 1989
Boston Ballet October 1981 - December 1982
Skills
SDLC, Strategy, Social Media, Research, Requirements Analysis, Leadership
Education
Suffolk University 1983 — 1988
MBA
College of the Holy Cross 1976 — 1980
BA, English
Mass Mutual August 1989 - Present
Bank of New England July 1983 - January 1989
Boston Ballet October 1981 - December 1982
Skills
SDLC, Strategy, Social Media, Research, Requirements Analysis, Leadership
Education
Suffolk University 1983 — 1988
MBA
College of the Holy Cross 1976 — 1980
BA, English
Donald Klaskin's Bank of New England Experience 1989 - 1994
Job Managing Director at Corporate Resolutions, Inc.
Industry Security and Investigations
Experience
Corporate Resolutions, Inc. 2001 - Present
Arthur Andersen LLP 1998 - 2001
Corporate Security Solutions 1994 - 1998
Bank Of New England 1989 - 1994
Skills
Background Checks, Due Diligence, Litigation Support, Private Investigations, Certified Fraud Examiner, Risk Assessment, Forensic Accounting, Investigation, Internal Investigations, Corporate Security, Forensic Analysis, Fraud, Computer Forensics, Expert Witness, Executive Protection, Surveillance, Management
Education
Fordham University 1972 — 1975
BS, Accounting
Corporate Resolutions, Inc. 2001 - Present
Arthur Andersen LLP 1998 - 2001
Corporate Security Solutions 1994 - 1998
Bank Of New England 1989 - 1994
Skills
Background Checks, Due Diligence, Litigation Support, Private Investigations, Certified Fraud Examiner, Risk Assessment, Forensic Accounting, Investigation, Internal Investigations, Corporate Security, Forensic Analysis, Fraud, Computer Forensics, Expert Witness, Executive Protection, Surveillance, Management
Education
Fordham University 1972 — 1975
BS, Accounting
Betty OQuinn's Bank of New England Experience 1986 - 1989
Job Dir, CONTECH Supply Chain at Converse
Industry Information Technology and Services
Experience
Converse July 2011 - Present
Converse July 2008 - July 2011
Essex Bank January 1987 - November 1989
Bank of New England 1986 - 1989
Almy's 1983 - 1989
Almy's Dept Stores November 1985 - January 1987
American Mutual Insurance 1983 - 1986
American Mutual Insurance September 1983 - November 1985
Skills
IBM iSeries, SQL, Business Analysis, SAP, Retail, Microsoft SQL Server, SDLC, Project Management, Process Improvement, Manhattan Associates, WMS Implementations, 3PL, SOX Compliancy, Supply Chain Management, Vendor Management, Software Project..., Management, Cross-functional Team..., E-commerce, Warehouse Management, Visio, Team Leadership, Inventory Management, Business Process..., Supply Chain, Integration, ERP, Business Process, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1997
MBA, Information Technology
Westfield State University 1979 — 1983
BS, Math / Computer Science
Converse July 2011 - Present
Converse July 2008 - July 2011
Essex Bank January 1987 - November 1989
Bank of New England 1986 - 1989
Almy's 1983 - 1989
Almy's Dept Stores November 1985 - January 1987
American Mutual Insurance 1983 - 1986
American Mutual Insurance September 1983 - November 1985
Skills
IBM iSeries, SQL, Business Analysis, SAP, Retail, Microsoft SQL Server, SDLC, Project Management, Process Improvement, Manhattan Associates, WMS Implementations, 3PL, SOX Compliancy, Supply Chain Management, Vendor Management, Software Project..., Management, Cross-functional Team..., E-commerce, Warehouse Management, Visio, Team Leadership, Inventory Management, Business Process..., Supply Chain, Integration, ERP, Business Process, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1997
MBA, Information Technology
Westfield State University 1979 — 1983
BS, Math / Computer Science
Paul W., McCARTY's Bank of New England Experience January 1981 - January 1986
Job ADMISSIONS ADVISOR at Kaplan Professional
Industry Education Management
Experience
Kaplan Professional May 2008 - Present
Home Health Associates January 2006 - November 2008
Brigham and Women's Hospital January 2003 - December 2005
GENUITY January 2000 - January 2002
Beth Israel Deaconess Medical Center January 1997 - January 1999
Massachusetts General Hospital January 1994 - January 1996
NEW ENGLAND DEACONESS MEDICAL CENTER January 1991 - January 1994
BLUE CROSS/BLUE SHIELD January 1989 - January 1991
FLORIDA NATIONAL BANK January 1986 - January 1988
BANK OF NEW ENGLAND January 1981 - January 1986
Education
Lesley College
MBA
Boston College 1975 — 1979
BA, Business Management
Southern Connecticut University
Graduate Courses; BA, Business Economics; Communications
Kaplan Professional May 2008 - Present
Home Health Associates January 2006 - November 2008
Brigham and Women's Hospital January 2003 - December 2005
GENUITY January 2000 - January 2002
Beth Israel Deaconess Medical Center January 1997 - January 1999
Massachusetts General Hospital January 1994 - January 1996
NEW ENGLAND DEACONESS MEDICAL CENTER January 1991 - January 1994
BLUE CROSS/BLUE SHIELD January 1989 - January 1991
FLORIDA NATIONAL BANK January 1986 - January 1988
BANK OF NEW ENGLAND January 1981 - January 1986
Education
Lesley College
MBA
Boston College 1975 — 1979
BA, Business Management
Southern Connecticut University
Graduate Courses; BA, Business Economics; Communications
Cory Serrano's Bank of New England Experience 1986 - 1989
Job Vice President, Senior Treasury Management Specialist RBS Citizens Bank
Industry Information Technology and Services
Experience
RBS Citizens 2013 - Present
Fifth Third Bank January 2011 - September 2013
Vasco Data Security 2005 - 2006
Docucorp International 2001 - 2003
Politzer & Haney 1999 - 2001
ADP, Electronic Banking Services Division 1997 - 1999
Bank of Boston/Baybank 1989 - 1997
Bank of New England 1986 - 1989
Skills
Treasury Management, Selling, Sales, Sales Operations, Portfolio Management, Relationship Management, Payments, Banking, Cash Management, High Technology Sales, Software Solution Sales, Start-ups, Loans, Mergers & Acquisitions, Product Management, Risk Management, Leadership, Finance, Financial Analysis, Management, Strategy, Credit, Business Development
Education
Colby College 1981 — 1985
BA, English and economics
RBS Citizens 2013 - Present
Fifth Third Bank January 2011 - September 2013
Vasco Data Security 2005 - 2006
Docucorp International 2001 - 2003
Politzer & Haney 1999 - 2001
ADP, Electronic Banking Services Division 1997 - 1999
Bank of Boston/Baybank 1989 - 1997
Bank of New England 1986 - 1989
Skills
Treasury Management, Selling, Sales, Sales Operations, Portfolio Management, Relationship Management, Payments, Banking, Cash Management, High Technology Sales, Software Solution Sales, Start-ups, Loans, Mergers & Acquisitions, Product Management, Risk Management, Leadership, Finance, Financial Analysis, Management, Strategy, Credit, Business Development
Education
Colby College 1981 — 1985
BA, English and economics
Doreen Aristy's Bank of New England Experience January 1986 - June 1993
Job Program Quality Specialist at THOMPSON Child & Family Focus
Industry Education Management
Experience
THOMPSON Child & Family Focus September 2015 - Present
Walgreens December 2014 - Present
.. January 2009 - Present
CCDH August 2003 - Present
Family Home Child Care January 1992 - October 2014
NAEYC 2000 - 2014
VOICE 2013 - 2013
Century 21 Hughes January 2001 - January 2003
H&R Block January 1996 - January 2001
Bank of New England January 1986 - June 1993
Skills
Training, Nonprofits, Staff Development, Customer Service, Organizational..., Coaching, Program Development, Program Management, Leadership, Public Speaking, Teaching, Team Building, Event Planning, Strategic Planning, Process Scheduler, Budgets, Curriculum Development, Adult Education, Accounts Payable, Higher Education, Accounts Receivable, Management, Research, Employee Relations, Childcare, Microsoft Excel, Social Networking, PowerPoint, Management Consulting, Volunteer Management, Grant Writing, Fundraising, Project Management, Process Improvement, Leadership Development, Policy, System Administration, Program Evaluation, Curriculum Design, Marketing, Workshop Facilitation, Classroom, Community Outreach, Editing, Team Leadership, Grants, Instructional Design, Social Media, Microsoft Office, Early Childhood...
Education
Walden University
Doctor of Education (Ed.D.), Early Childhood Education and Teaching
Elmira College 2012 — 2014
Graduate, Corporate and Community Education
State University of New York Empire State College 2009 — 2012
Bachelor's Degree, Business Management;Accounting
North Shore Community College 1999 — 2004
Associate of Science (A.S.), Early Childhood Education
Revere High School
High School Diploma, 1983 graduate
THOMPSON Child & Family Focus September 2015 - Present
Walgreens December 2014 - Present
.. January 2009 - Present
CCDH August 2003 - Present
Family Home Child Care January 1992 - October 2014
NAEYC 2000 - 2014
VOICE 2013 - 2013
Century 21 Hughes January 2001 - January 2003
H&R Block January 1996 - January 2001
Bank of New England January 1986 - June 1993
Skills
Training, Nonprofits, Staff Development, Customer Service, Organizational..., Coaching, Program Development, Program Management, Leadership, Public Speaking, Teaching, Team Building, Event Planning, Strategic Planning, Process Scheduler, Budgets, Curriculum Development, Adult Education, Accounts Payable, Higher Education, Accounts Receivable, Management, Research, Employee Relations, Childcare, Microsoft Excel, Social Networking, PowerPoint, Management Consulting, Volunteer Management, Grant Writing, Fundraising, Project Management, Process Improvement, Leadership Development, Policy, System Administration, Program Evaluation, Curriculum Design, Marketing, Workshop Facilitation, Classroom, Community Outreach, Editing, Team Leadership, Grants, Instructional Design, Social Media, Microsoft Office, Early Childhood...
Education
Walden University
Doctor of Education (Ed.D.), Early Childhood Education and Teaching
Elmira College 2012 — 2014
Graduate, Corporate and Community Education
State University of New York Empire State College 2009 — 2012
Bachelor's Degree, Business Management;Accounting
North Shore Community College 1999 — 2004
Associate of Science (A.S.), Early Childhood Education
Revere High School
High School Diploma, 1983 graduate
Losang Monlam's Bank of New England Experience January 1983 - January 1985
Job DAF at WOMAN Inc
Industry Arts and Crafts
Experience
WOMAN Inc August 2012 - Present
Youth Justice Institute October 2011 - Present
losangmonlam.com January 2010 - Present
blase hents January 1989 - Present
losangmonlam.com 2010 - 2010
international mahayana institute May 2007 - October 2009
bank of new england January 1983 - January 1985
Education
Georgetown University 1975 — 1979
BSBA
WOMAN Inc August 2012 - Present
Youth Justice Institute October 2011 - Present
losangmonlam.com January 2010 - Present
blase hents January 1989 - Present
losangmonlam.com 2010 - 2010
international mahayana institute May 2007 - October 2009
bank of new england January 1983 - January 1985
Education
Georgetown University 1975 — 1979
BSBA
J Peter Kinney's Bank of New England Experience 1990 - 1991
Job Versatile technology manager, senior systems analyst, and handson seniorlevel developer
Industry Financial Services
Experience
Wipro August 2012 - Present
State Street January 1991 - August 2012
Bank of New England 1990 - 1991
Skills
Fund Accounting, Mutual Funds, Financial Services, Corporate Actions, Bloomberg, Fixed Income, Derivatives, Middle Office, Equities, Securities, Asset Management, Back Office, Hedge Funds, Alternative Investments, Settlement, Trading Systems, Software Development, System Architecture, Quality Assurance, Customer Engagement, Customer Service, Analysis & Reporting, Incident Management, Resource Allocation, Ongoing Process..., Project Leadership, Data Studio, Relational Team Concert, Changeman, OS/JCL, TSO/ISPF, SQL, Cobol, PL1 and CICS, MQ, DB2 and Datacom, Business Analysis, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSCIS, Computer information systems
Assumption College Worcester, MA 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Wipro August 2012 - Present
State Street January 1991 - August 2012
Bank of New England 1990 - 1991
Skills
Fund Accounting, Mutual Funds, Financial Services, Corporate Actions, Bloomberg, Fixed Income, Derivatives, Middle Office, Equities, Securities, Asset Management, Back Office, Hedge Funds, Alternative Investments, Settlement, Trading Systems, Software Development, System Architecture, Quality Assurance, Customer Engagement, Customer Service, Analysis & Reporting, Incident Management, Resource Allocation, Ongoing Process..., Project Leadership, Data Studio, Relational Team Concert, Changeman, OS/JCL, TSO/ISPF, SQL, Cobol, PL1 and CICS, MQ, DB2 and Datacom, Business Analysis, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSCIS, Computer information systems
Assumption College Worcester, MA 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
sue oliveri's Bank of New England Experience January 1989 - January 1991
Job Executive Secretary at BAE Systems
Industry Semiconductors
Experience
BAE Systems February 2015 - Present
Vibracoustic North America, L.P. October 2011 - February 2015
TBVC 2011 - 2014
Amberwave February 2010 - June 2010
Amberwave Systems Corporation October 2006 - January 2010
Amberwave Systems Corp February 2010 - 2010
CET Technology January 1996 - January 2006
ReColl Management Corporation (Subsidiary of Fleet Bank) formerly Bank January 1991 - January 1995
Fleet Bank / Bank January 1981 - January 1995
Bank of New England January 1989 - January 1991
Skills
Accounts Payable, Process Scheduler, Management, Analysis, Interviews, New Hire Orientations, Cross-functional Team..., Manufacturing, Marketing, Policy, Microsoft Office, Lean Manufacturing, Product Development, Payroll
Education
Franklin Pierce University
Associates Degree, Arts; Marketing
Salem High School 1978 — 1981
Associate of Arts (AA), Marketing
BAE Systems February 2015 - Present
Vibracoustic North America, L.P. October 2011 - February 2015
TBVC 2011 - 2014
Amberwave February 2010 - June 2010
Amberwave Systems Corporation October 2006 - January 2010
Amberwave Systems Corp February 2010 - 2010
CET Technology January 1996 - January 2006
ReColl Management Corporation (Subsidiary of Fleet Bank) formerly Bank January 1991 - January 1995
Fleet Bank / Bank January 1981 - January 1995
Bank of New England January 1989 - January 1991
Skills
Accounts Payable, Process Scheduler, Management, Analysis, Interviews, New Hire Orientations, Cross-functional Team..., Manufacturing, Marketing, Policy, Microsoft Office, Lean Manufacturing, Product Development, Payroll
Education
Franklin Pierce University
Associates Degree, Arts; Marketing
Salem High School 1978 — 1981
Associate of Arts (AA), Marketing
Lori Thornhill's Bank of New England Experience 1985 - 1990
Job at CSC with BIW in Bath Maine
Industry Information Technology and Services
Experience
CSC December 2010 - Present
FIS April 2001 - December 2010
Atlantic Data Services 1990 - 2001
Bank of New England 1985 - 1990
Skills
COBOL, JCL, Mainframe, Requirements Gathering, VSAM
Education
Bridgewater State University 1972 — 1976
BS in Education, Elementary Education
CSC December 2010 - Present
FIS April 2001 - December 2010
Atlantic Data Services 1990 - 2001
Bank of New England 1985 - 1990
Skills
COBOL, JCL, Mainframe, Requirements Gathering, VSAM
Education
Bridgewater State University 1972 — 1976
BS in Education, Elementary Education
Paula Dickerman's Bank of New England Experience 1983 - 1991
Job VP Training at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank December 1994 - Present
Fleet Bank 1991 - 1994
Bank of New England 1983 - 1991
Skills
Banking, Organizational..., Performance Management, Mortgage Lending, Talent Management, Loans, Credit, Coaching, Leadership, Training, Retail Banking, Management, Financial Services, Commercial Banking
Education
Emerson College
BS Drama
Yale School of Management
MPPM (MBA)
Cambridge Savings Bank December 1994 - Present
Fleet Bank 1991 - 1994
Bank of New England 1983 - 1991
Skills
Banking, Organizational..., Performance Management, Mortgage Lending, Talent Management, Loans, Credit, Coaching, Leadership, Training, Retail Banking, Management, Financial Services, Commercial Banking
Education
Emerson College
BS Drama
Yale School of Management
MPPM (MBA)
Manny Alves's Bank of New England Experience July 1988 - August 1990
Job VP, Governance and Regulatory Counsel and Corporate Secretary at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) August 1997 - Present
Brown Rudnick August 1993 - August 1997
Bank of New England July 1988 - August 1990
Skills
Risk Management, Insurance, Mergers, Securities, Litigation, Corporate Law
Education
Boston College Law School 1990 — 1993
JD, Law
Brown University 1984 — 1988
BA, Economics / Psychology
Boston University School of Law
Master of Laws (LLM), Banking and Financial Law
John Hancock Life Insurance Company (U.S.A.) August 1997 - Present
Brown Rudnick August 1993 - August 1997
Bank of New England July 1988 - August 1990
Skills
Risk Management, Insurance, Mergers, Securities, Litigation, Corporate Law
Education
Boston College Law School 1990 — 1993
JD, Law
Brown University 1984 — 1988
BA, Economics / Psychology
Boston University School of Law
Master of Laws (LLM), Banking and Financial Law
Gelsomina Long's Bank of New England Experience September 2015 - Present
Job Loan Servicing
Industry Financial Services
Experience
Bank of New England September 2015 - Present
Admirals Bank September 2014 - August 2015
Admirals Bank July 2012 - September 2014
Admirals Bank September 2010 - July 2012
Capital Crossing Servicing Company LLC June 2009 - August 2010
Georgia, MA January 1999 - June 2009
Capital Crossing Bank May 1994 - December 1998
Recoll Management Corp 1992 - May 1994
Fleet Norstar Services Corp 1990 - 1992
Bank of New England 1987 - 1990
Skills
Loans, Mortgage Lending, Finance, Financial Analysis, Banking, Commercial Lending, Loan Servicing, Loan Origination, Commercial Real Estate, Leadership, New Business Development, Mortgage Banking, Residential Mortgages, Project Management, Consumer Lending, Internal Audit, Risk Management, FHA financing, Mortgage Servicing, Mergers, Regulatory Compliance, Team Leadership, Leadership Development, FHA Financing, Mergers
Education
Bentley University 1985 — 1990
Bank of New England September 2015 - Present
Admirals Bank September 2014 - August 2015
Admirals Bank July 2012 - September 2014
Admirals Bank September 2010 - July 2012
Capital Crossing Servicing Company LLC June 2009 - August 2010
Georgia, MA January 1999 - June 2009
Capital Crossing Bank May 1994 - December 1998
Recoll Management Corp 1992 - May 1994
Fleet Norstar Services Corp 1990 - 1992
Bank of New England 1987 - 1990
Skills
Loans, Mortgage Lending, Finance, Financial Analysis, Banking, Commercial Lending, Loan Servicing, Loan Origination, Commercial Real Estate, Leadership, New Business Development, Mortgage Banking, Residential Mortgages, Project Management, Consumer Lending, Internal Audit, Risk Management, FHA financing, Mortgage Servicing, Mergers, Regulatory Compliance, Team Leadership, Leadership Development, FHA Financing, Mergers
Education
Bentley University 1985 — 1990
David Dione's Bank of New England Experience 1987 - 1991
Job Senior Systems Consultant
Industry Printing
Experience
Canon Business Process Services, Inc. November 2012 - Present
Oce March 2007 - November 2012
Oce 2006 - 2007
Oce 1997 - 2006
Oce 1993 - 1997
Electronic Output Strategies 1991 - 1993
Bank of New England 1987 - 1991
A-Copy (IKON/RICOH) 1984 - 1987
Skills
Programming, Training & Development, Technical Writing, Technical Training, Computer Hardware, Computer Maintenance, Debugging, Digital Printing, Variable Data Printing, Technical Support, Linux, Printers, Troubleshooting, Color Management, Managed Print Services, Employee Training, Sales Process, Servers, Solution Selling, Windows, Pdf, Software Installation, Integration, Field Service, Document Imaging, Digital Imaging, Inkjet, Account Management, Document Management, Hardware, Scanners, Operating Systems, Testing, Training, HP
Education
Florida Atlantic University 2005 — 2006
Certified Internet Webmaster
Canon Business Process Services, Inc. November 2012 - Present
Oce March 2007 - November 2012
Oce 2006 - 2007
Oce 1997 - 2006
Oce 1993 - 1997
Electronic Output Strategies 1991 - 1993
Bank of New England 1987 - 1991
A-Copy (IKON/RICOH) 1984 - 1987
Skills
Programming, Training & Development, Technical Writing, Technical Training, Computer Hardware, Computer Maintenance, Debugging, Digital Printing, Variable Data Printing, Technical Support, Linux, Printers, Troubleshooting, Color Management, Managed Print Services, Employee Training, Sales Process, Servers, Solution Selling, Windows, Pdf, Software Installation, Integration, Field Service, Document Imaging, Digital Imaging, Inkjet, Account Management, Document Management, Hardware, Scanners, Operating Systems, Testing, Training, HP
Education
Florida Atlantic University 2005 — 2006
Certified Internet Webmaster
Patricia Moore's Bank of New England Experience 1988 - 1989
Job Budget Officer Town of Lexington, MA
Industry Financial Services
Experience
Town of Lexington, MA January 2015 - Present
VoidSpan Technologies June 2011 - December 2014
Structures North Consulting Engineers November 2010 - November 2011
Houghton Mifflin 1989 - 1993
Bank of New England 1988 - 1989
Wang Laboratories 1987 - 1988
Skills
Banking, Management, Accounting, Finance, Budgets, Strategic Planning, Start-ups, Sales, QuickBooks, Operations Management, Microsoft Excel, Marketing, Analysis, Accounts Receivable, Accounts Payable, Budgeting, Financial Analysis, Financial Planning, Financial Modeling, Leadership, Forecasting, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS Business Administration, Finance
Town of Lexington, MA January 2015 - Present
VoidSpan Technologies June 2011 - December 2014
Structures North Consulting Engineers November 2010 - November 2011
Houghton Mifflin 1989 - 1993
Bank of New England 1988 - 1989
Wang Laboratories 1987 - 1988
Skills
Banking, Management, Accounting, Finance, Budgets, Strategic Planning, Start-ups, Sales, QuickBooks, Operations Management, Microsoft Excel, Marketing, Analysis, Accounts Receivable, Accounts Payable, Budgeting, Financial Analysis, Financial Planning, Financial Modeling, Leadership, Forecasting, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS Business Administration, Finance
Paul Wysocki's Bank of New England Experience December 2010 - Present
Job VP, Commercial & Construction Lending Division, Bank of New England
Industry Banking
Experience
Bank of New England December 2010 - Present
Salem Five Bank 2007 - 2010
North Shore Bank 2002 - 2007
Rockland Trust Company 1992 - 2002
Bank of New England/Fleet Bank 1990 - 1992
Skills
Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Real Estate, Portfolio Management, Credit, Real Estate, Commercial Banking, Construction Loans, Credit Analysis, Small Business Lending, Underwriting, Mortgage Banking, Loan Origination
Education
Assumption College 1982 — 1986
BA
St. John's Prep 1978 — 1982
Bank of New England December 2010 - Present
Salem Five Bank 2007 - 2010
North Shore Bank 2002 - 2007
Rockland Trust Company 1992 - 2002
Bank of New England/Fleet Bank 1990 - 1992
Skills
Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Real Estate, Portfolio Management, Credit, Real Estate, Commercial Banking, Construction Loans, Credit Analysis, Small Business Lending, Underwriting, Mortgage Banking, Loan Origination
Education
Assumption College 1982 — 1986
BA
St. John's Prep 1978 — 1982
Christopher Lippert's Bank of New England Experience 1988 - 1991
Job Vice President, Construction Lending Manager at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank February 2013 - Present
People's United Bank 2011 - Present
TD Bank Group 2002 - July 2011
Shawmut Bank 1991 - 1994
Bank of New England 1988 - 1991
Skills
Loans, Commercial Lending, Commercial Real Estate, Workout, Commercial Banking, Credit, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Risk Management, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Marketing
Harvard University Extension
Certificate of Special Studies in Adminstration & Management
Albion College
Bachelor of Arts, Economics & Management
Middlesex Savings Bank February 2013 - Present
People's United Bank 2011 - Present
TD Bank Group 2002 - July 2011
Shawmut Bank 1991 - 1994
Bank of New England 1988 - 1991
Skills
Loans, Commercial Lending, Commercial Real Estate, Workout, Commercial Banking, Credit, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Risk Management, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Marketing
Harvard University Extension
Certificate of Special Studies in Adminstration & Management
Albion College
Bachelor of Arts, Economics & Management
Domenica Bottari's Bank of New England Experience 1988 - 1989
Job Seeking new opportunities in a challenging and nurturing company.
Industry Financial Services
Experience
State Street Bank & Trust Co. 1995 - 2012
Fleet Services Company 1993 - 1995
Fleet Services Company 1990 - 1993
Bank of New England N.A. 1989 - 1990
Bank of New England 1988 - 1989
Skills
Bloomberg, Equities, Risk Management, Leadership, Derivatives, Investments, SDLC, Requirements Analysis, FX Options, Capital Markets, Financial Markets, IT Operations, Foreign Exchange, Business Continuity, Quality Assurance, Business Analysis, Financial Services, Management
Education
Boston College 1983 — 1987
Bachelor’s Degree, Liberal Arts/Italian with concentration in Spanish
State Street Bank & Trust Co. 1995 - 2012
Fleet Services Company 1993 - 1995
Fleet Services Company 1990 - 1993
Bank of New England N.A. 1989 - 1990
Bank of New England 1988 - 1989
Skills
Bloomberg, Equities, Risk Management, Leadership, Derivatives, Investments, SDLC, Requirements Analysis, FX Options, Capital Markets, Financial Markets, IT Operations, Foreign Exchange, Business Continuity, Quality Assurance, Business Analysis, Financial Services, Management
Education
Boston College 1983 — 1987
Bachelor’s Degree, Liberal Arts/Italian with concentration in Spanish
Robert Pontillo's Bank of New England Experience March 1986 - January 1991
Job Report Developer at United Way of Connecticut
Industry Civic & Social Organization
Experience
United Way of Connecticut August 2015 - Present
Connecticut Housing Finance Authority February 2013 - November 2013
formerly at Bank of America June 2004 - June 2011
Fleet Bank January 1991 - June 2004
Bank of new England March 1986 - January 1991
Skills
VB.NET, SQL Server, Java, Visual C#, vb 6.0
Education
Central Connecticut State University 1984 — 1984
data processing
Manchester Community College 1983 — 1983
data processing
United Way of Connecticut August 2015 - Present
Connecticut Housing Finance Authority February 2013 - November 2013
formerly at Bank of America June 2004 - June 2011
Fleet Bank January 1991 - June 2004
Bank of new England March 1986 - January 1991
Skills
VB.NET, SQL Server, Java, Visual C#, vb 6.0
Education
Central Connecticut State University 1984 — 1984
data processing
Manchester Community College 1983 — 1983
data processing
Barbara Wennerholm's Bank of New England Experience July 1987 - September 1990
Job Financial Services Professional
Industry Financial Services
Experience
Mellon Corporation October 1990 - September 1998
Bank of New England July 1987 - September 1990
Education
Yale School of Management 1985 — 1987
MPPM
Colby College 1978 — 1982
Bachelor of Arts, Business
Mellon Corporation October 1990 - September 1998
Bank of New England July 1987 - September 1990
Education
Yale School of Management 1985 — 1987
MPPM
Colby College 1978 — 1982
Bachelor of Arts, Business
Laurie Petitpas's Bank of New England Experience October 1984 - July 1986
Job Director of Finance at Stylecraft
Industry Accounting
Experience
Stylecraft February 2013 - Present
Laurie Petitpas Accounting Services May 1992 - Present
JR Music Supply LLC December 2011 - February 2012
The Procaccianti Group December 1989 - May 1991
Maguire Group Inc. September 1986 - December 1989
Bank of New England October 1984 - July 1986
Education
Bentley University 1980 — 1984
Bachelor of Science Degree, Accounting
Bentley University 1980 — 1984
Associates Degree, Management
Bentley University 1980 — 1984
Associates Degree, Computer Science
Stylecraft February 2013 - Present
Laurie Petitpas Accounting Services May 1992 - Present
JR Music Supply LLC December 2011 - February 2012
The Procaccianti Group December 1989 - May 1991
Maguire Group Inc. September 1986 - December 1989
Bank of New England October 1984 - July 1986
Education
Bentley University 1980 — 1984
Bachelor of Science Degree, Accounting
Bentley University 1980 — 1984
Associates Degree, Management
Bentley University 1980 — 1984
Associates Degree, Computer Science
Laura Messer's Bank of New England Experience March 1987 - March 1990
Job Banking Professional
Industry Banking
Experience
unemployed March 2012 - Present
Bank of America October 2009 - January 2012
Bank of America December 1996 - October 2009
Bank of America January 1994 - November 1996
Bank of New England March 1987 - March 1990
Skills
Microsoft Office, Public Speaking, Italian languages, Cashiering, Customer Service, Sales, Office Management, Crunching Numbers, Communication Skills, PowerPoint, Problem Solving, Training, Data Entry, Mortgage Banking
Education
Haverford College 1979 — 1982
Bachelor of Arts, Italian Language and Literature
Bryn Mawr College 1977 — 1979
unemployed March 2012 - Present
Bank of America October 2009 - January 2012
Bank of America December 1996 - October 2009
Bank of America January 1994 - November 1996
Bank of New England March 1987 - March 1990
Skills
Microsoft Office, Public Speaking, Italian languages, Cashiering, Customer Service, Sales, Office Management, Crunching Numbers, Communication Skills, PowerPoint, Problem Solving, Training, Data Entry, Mortgage Banking
Education
Haverford College 1979 — 1982
Bachelor of Arts, Italian Language and Literature
Bryn Mawr College 1977 — 1979
David M. Colardo's Bank of New England Experience January 1991 - January 1992
Job Tax Acountant | Merger & Acquisition Analyst seeking opportunities utilizing transferable core competencies
Industry Banking
Experience
KPMG US January 1994 - January 2005
Fleet Bank January 1992 - January 1994
Bank of New England January 1991 - January 1992
First National Bank of Boston January 1990 - January 1991
Rhode Island Hospital Trust Natl Bank January 1978 - January 1990
Skills
Tax Preparation, Fiduciary Services, Bank Reconciliation, Payroll, Procedural Analysis, Mergers & Acquistions, IRS problem resolution, Highly Organized, Communicative and..., Team-oriented, Multi Tasking, Analytical - Problem..., Supervisory Experience, Train Staff, Microsoft Proficient, Self-motivated..., Deadline Oriented, Communication, Problem Solving, Income Tax, Microsoft Excel, Mergers, Tax Accounting, Social Skills, Tax
Education
Community College of Rhode Island
1040 Income Taxation
New York Bankers Association Tax School
Tax Law/Taxation
US Army Intelligence School
Radar Communications and Systems Technology, PFC
KPMG US January 1994 - January 2005
Fleet Bank January 1992 - January 1994
Bank of New England January 1991 - January 1992
First National Bank of Boston January 1990 - January 1991
Rhode Island Hospital Trust Natl Bank January 1978 - January 1990
Skills
Tax Preparation, Fiduciary Services, Bank Reconciliation, Payroll, Procedural Analysis, Mergers & Acquistions, IRS problem resolution, Highly Organized, Communicative and..., Team-oriented, Multi Tasking, Analytical - Problem..., Supervisory Experience, Train Staff, Microsoft Proficient, Self-motivated..., Deadline Oriented, Communication, Problem Solving, Income Tax, Microsoft Excel, Mergers, Tax Accounting, Social Skills, Tax
Education
Community College of Rhode Island
1040 Income Taxation
New York Bankers Association Tax School
Tax Law/Taxation
US Army Intelligence School
Radar Communications and Systems Technology, PFC
Dawn Forman's Bank of New England Experience June 1987 - 1990
Job Practice Manager at Kerr Dental Assoicates, PC
Industry Health, Wellness and Fitness
Experience
Kerr Dental Assoicates, PC 1999 - Present
Bank of New England June 1987 - 1990
Chiquita May 1982 - 1987
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Marketing, Sales
Education
Bowling Green State University
Management Information Systems, General
Northeastern University
Economics
Kerr Dental Assoicates, PC 1999 - Present
Bank of New England June 1987 - 1990
Chiquita May 1982 - 1987
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Marketing, Sales
Education
Bowling Green State University
Management Information Systems, General
Northeastern University
Economics