Bank of Western Massachusetts
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Bank of Western Massachusetts Employees
Kitsap Bank January 2015 - Present
Liberty Bay Bank January 2014 - December 2014
Liberty Bay Bank September 2009 - January 2014
American Marine Bank 2005 - 2009
American Marine Bank 2004 - 2005
Bank of Western Massachusetts 2002 - 2004
Winona National Bank 2001 - 2002
Florence Savings Bank 1997 - 1999
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Retail Banking, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Credit, Loan Origination, Asset Based Lending, Commercial Mortgages, Credit Risk
Education
Isenberg School of Management, UMass Amherst 2002 — 2007
Prof. MBA, Business Administration
University of Massachusetts, Amherst 1995 — 1997
MM, Music
University of Missouri-Kansas City 1990 — 1995
BM, Music
Sunrise Identity January 2015 - Present
Match-Up Promotions March 2005 - December 2014
Holland America Line December 2003 - September 2004
Holland America Line June 2003 - November 2003
Bank of Western Massachusetts November 2002 - June 2003
Skills
Sales, Customer Service, Negotiation, Account Management, Inventory Management, Logistics, Insurance, Procurement, Program Development, Selling, Sales Process, Vendor Management, Time Management, Sourcing, Trade Shows, Advertising, Management, Social Media Marketing, B2B, Direct Marketing, Marketing Strategy, Marketing Communications, Marketing
Education
Bishop's University 1998 — 2002
B.A, Modern Languages; French and Italian Studies
Country Bank April 2013 - Present
ISO New England Inc November 2006 - January 2013
Bank of Western Massachusetts 2005 - 2006
Westbank 2003 - 2005
Skills
Credit Quest, Baker Hill, Credit, Credit Analysis, Oracle Discoverer, Visio, Microsoft Excel, Requirements Analysis, MS Project, Finance, Technical Presentations, Testing, SDLC, Business Process, Business Requirements, Requirements Gathering, Cross-functional Team..., Management, Financial Analysis, Financial Risk, Loans, Training, Banking, Policy Writing, Collateral, Tax Analysis, Cash Flow Analysis, Risk Assessment, Credit Risk, Analysis, Business Analysis, Risk Management, Energy, Process Improvement, Energy Markets, Underwriting, Commercial Banking, Microsoft Project
Education
Western New England College 2004 — 2009
MBA, Business Administration and Management, General
Florida State University 1999 — 2001
B.S., Finance
Villanova University 1998 — 1999
Business
Univest January 2015 - Present
Monument Bank July 2014 - January 2015
Berkshire Bank October 2012 - June 2014
TD Bank October 2000 - October 2012
Bank of Western Massachusetts September 1999 - October 2000
United Bank May 1994 - September 1999
Vermont National Bank 1988 - 1994
Scarsdale National Bank 1986 - 1988
National Westminster Bank USA 1983 - 1986
Connecticut National Bank 1982 - 1983
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Credit Analysis, Lines Of Credit, Financial Services, Mortgage Lending, Portfolio Management, Retail Banking, Consumer Lending, Financial Analysis, Finance, Cash Management, Investments, Loan Origination, Refinance, Underwriting, Asset Based Lending, Construction Loans, Financial Structuring, FHA, Risk Management, Mortgage Banking, Asset Management, Credit Risk, SBA, Financial Risk, Real Estate, Cross Selling, Relationship Management, Private Banking, Cash Flow Lending, Strategic Financial..., Business Development, Management, Loan Work-outs, Leadership, Due Diligence, Sales, Branch Banking, Commercial Real Estate, Small Business
Education
Manhattan College 1977 — 1981
Bachelor's Degree, Business Administration
John Jay
Federal Reserve Bank of Boston 2007 - Present
Bank of Western Massachusetts 2002 - 2007
Education
University of Massachusetts, Amherst 1995 — 1997
MBA
College of the Holy Cross 1974 — 1978
BA, Accounting, Economics
United Bank January 2015 - Present
People's United Bank January 2008 - January 2015
Bank of Western Massachusetts October 1989 - January 2008
Bank of Boston January 1986 - October 1989
Nations Bank May 1983 - January 1986
Crum & Forster June 1980 - July 1981
Skills
Loans, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Cash Management, Financial Analysis, Asset Based Lending, Cash Flow, Strategic Financial..., Banking, Financial Services, Lines Of Credit, Credit Analysis, Underwriting, Commercial Mortgages, Mortgage Lending, Consumer Lending, Portfolio Management, Retail Banking, Credit Risk, SBA, Loan Origination, Treasury Management, Middle Market, Mortgage Banking, Finance, Commercial Real Estate, Financial Structuring, Relationship Management, Investments, Wealth Management, Construction Loans, Cross Selling, Asset Management, Credit Cards, Securities, Series 63, Mutual Funds, Refinance, Series 7, Risk Management, Capital Markets, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1981 — 1983
MBA, Finance
Rollins College 1976 — 1980
BA, Business
Staples January 2014 - Present
ACE: A Community for Education at the Charles A. Dana Center at The University of Texas at Austin August 2012 - August 2013
MassMutual Financial Group January 2011 - August 2012
University of Massachusetts Amherst- Housing Assignment Office June 2008 - May 2011
MassMutual Financial Group June 2010 - September 2010
Bank of Western Massachusetts June 2006 - August 2007
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science, Mathematics and Statistics- Actuarial Concentration, Economics
Northfield Mount Hermon School 2003 — 2007
Diploma
BNY Mellon Wealth Management November 2014 - Present
Eastern Bank June 2010 - October 2014
Bank Of Western Massachusetts November 2005 - November 2009
Skills
Banking, Finance, Financial Analysis, Portfolio Management, Relationship Management
Education
Southern New Hampshire University 2011 — 2013
Bachelor's degree, Communication and Media Studies
University of Phoenix 2009 — 2011
Associate's degree, Business, Management, Marketing, and Related Support Services
Holyoke Public Schools August 2014 - Present
Holyoke Public Schools April 2001 - Present
Bank of Western Massachusetts October 1996 - January 2001
Skills
Microsoft Excel, Research, English, Customer Service, Leadership, Microsoft Office, Sales, Management, Microsoft Word, PowerPoint, Training, Public Speaking, Teaching, Team Building, Curriculum Development
Education
American International College 2013 — 2014
Certificate of Advanced Graduate Study, Reading, 4.00
University of Massachusetts, Amherst 2003 — 2005
Master's Degree, Elementary Education and Teaching, 4.00
Westfield State University 1999 — 2002
Post Baccalaureate, Elementary Education and Teaching, 4.00
Mount Holyoke College 1982 — 1986
Bachelor's Degree, Economics
BBVA Compass 2009 - 2011
Bank of Western Massachusetts October 2006 - May 2007
Education
Northwood University 1997 — 1998
HRM
Oakland University