BankBoston Company
BankBoston was a bank based in Boston, Massachusetts, which was created by the 1996 merger of Bank of Boston and BayBank. One of its predecessor banks started in 1784, but the merged BankBoston was short-lived, being acquired by Fleet Bank in 1999. Headquarters: Boston, Massachusetts, United States Ceased operations: 1 October 1999 Founded: 1996 Successor: Bank of America through Fleet Bank Predecessor: Bank of Boston; BayBank
BankBoston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BankBoston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BankBoston Employees
rEVO Biologics January 2012 - Present
Genzyme August 2001 - October 2011
BankBoston February 1999 - February 2000
KPMG October 1994 - May 1998
Education
Babson College 1998 — 1999
MBA, Finance
CPA, State of Mass 1997 — 1997
University of Massachusetts, Amherst 1990 — 1994
BS, Business/Accounting
Carillon Capital, LLC October 2008 - Present
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Snow Portfolio Management, LLC September 2006 - October 2008
E*TRADE Financial September 2000 - June 2006
Sovereign Bank March 2000 - September 2000
BankBoston July 1989 - March 2000
Skills
Investment Banking, Loans, Mortgage Lending, Portfolio Management, Valuation, Executive Management, Investments, Banking, Financial Services, Capital Markets, Financial Advisory, Leadership, Loan Origination, Structured Finance, Credit Cards, Finance
Education
Babson College 1992 — 2000
MBA
Middlebury College 1985 — 1989
BA, Psychology
Kimball Union Academy 1983 — 1985
Magenic August 2012 - Present
ExitCare September 2011 - September 2012
US Bank October 2009 - September 2011
People's United Bank April 2007 - April 2008
Wachovia Corp 2003 - 2007
BB&T March 2002 - April 2003
USAA January 2001 - December 2001
SunTrust Bank January 2000 - December 2000
BankBoston 1998 - 2000
Skills
.NET, ASP.NET, C#, XML, AJAX, WCF, Software Development, JavaScript, SQL, CSS, Web Development, Application Development, jQuery, Visual Studio, SQL Server, MVC, Web Services, MVC 4, IIS, C, C++, Unit Testing, Microsoft SQL Server, ASP.NET MVC, Angular, Entity Framework, LINQ, Knockout, Bootstrap, JSON, MVVM, jQuery UI, TFS, MSTest, HTML 5, CSS3, Scrum, XHTML, XSL, Tortoise SVN, Knowledge Management, Agile Methodologies, SDLC, Web Applications, Integration, Requirements Analysis, Business Analysis, HTML5
Education
American Sentinel University, Denver 2005 — 2009
Bachelor of Science in Computer Science, Computer Science, Web Development, GPA 3.97
Schnittke Music College 1985 — 1989
BA, performance (flute, piano)
WorkPaths Consulting November 2011 - Present
Blue Cross Blue Shield of MA June 1999 - September 2011
Emmanuel College 1998 - 2000
BankBoston 1994 - 1998
Crossroads Training & Consulting 1990 - 1994
Fidelity Investments 1987 - 1990
Babson College 1982 - 1987
Skills
Career Development, Leadership Development, Workshop Facilitation, Career Counseling, Organizational..., Resume Writing, Career Management, Leadership, Job Search Strategies, Training, Job Coaching, Coaching, 360 Feedback, Program Management, Public Speaking, Job Search, Facilitation, Program Development, Emotional Intelligence, Executive Coaching, Management Development, Consulting, Organizational..., Career Coaching, Team Development, Training and Development, Personal Branding, Interview Coaching, Business Writing, Professional Networking, Presentation Coaching, Meeting Facilitation, Focus Groups, Musical Theatre, Executive Development, Cover Letters, Yoga, Adjunct Faculty, Positive Psychology, Appreciative Inqury, Interpersonal Savvy, Training & Development
Education
Babson College 1983 — 1987
MBA, Organizational Behavior, Marketing
Boston College 1973 — 1977
BA, History/Liberal Arts
Self-employed 1995 - Present
BankBoston 1993 - 1995
Fidelity Investments 1990 - 1993
MetLife 1988 - 1990
Skills
Risk Management, Market Risk, VAR, Enterprise Risk..., Derivatives, Corporate Governance, Strategy, Actuarial Science, Public Speaking
Education
Temple University 1986 — 1988
Master of Science (MS), Mathematics
Arcadia University 1981 — 1985
Bachelor of Science (BS), Chemistry, Mathematics
Young Presidents' Organization January 2011 - Present
Harvard Business School September 2012 - Present
Westminster School January 2012 - Present
BioDigital Systems January 2006 - Present
WebTribes Inc. January 2006 - Present
Catalyst, a leading search marketing partner to premier Fortune 500 clients February 1998 - December 2013
BankBoston 1994 - 1998
Skills
Digital Marketing, SEO, Online Marketing, Content Development, Strategic Planning, Start-ups, Entrepreneur, Operational Excellence, Profitability, Entrepreneurship, Online Advertising, PPC, Profit, Google Adwords, SEM, Google Analytics, Marketing Strategy, Digital Strategy, Strategic Partnerships, Web Analytics, Organic Search, Keyword Research, Mobile Marketing, Web Marketing, Search Advertising
Education
Boston College 1992 — 1994
MBA, Finance
Hartwick College 1986 — 1990
BA, Economics
London Business School
Welch's 2006 - Present
Stratus Technologies 2000 - 2006
BankBoston 1998 - 2000
Skills
Accounting, Finance, Analysis, Leadership, Internal Controls, Forecasting, International Expansion, International Project..., Contract Negotiation, Variance Analysis, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Strategic Planning, Hyperion Enterprise, US GAAP, Consolidation
Education
Northeastern University 1997 — 1999
Master's degree, Business Administration, Finance
Fundación Banco de Boston 1992 — 1995
Advanced Certificate, International Trade
Universidad del Salvador 1988 — 1993
Bachelor's degree, International/Global Studies
Fort Point Project Management January 2000 - Present
The Furniture Trust June 2008 - Present
BankBoston January 1994 - January 2000
Education
Cornell University 1988 — 1992
BS, Design
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship
KeyBank April 2015 - Present
Direct Capital Corporation June 2004 - December 2014
Fleet National Bank 1999 - 2004
Fleet Bank 1999 - 2004
Bank of America 1992 - 2004
BankBoston August 1992 - October 1999
Skills
Loans, Portfolio Management, Asset Based Lending, Credit, Credit Analysis, Structured Finance, Capital Raising, Financial Services, Commercial Lending, Securitization, Strategic Planning, Analytics, Forecasting, Financial Modeling, Executive Management, Banking, Due Diligence, Corporate Finance, Credit Risk, Funding, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Asset Management, Commercial Banking, Finance, Financial Risk, Financial Structuring, Investments, Loan Origination, Small Business Lending, Underwriting
Education
Boston College 1988 — 1992
Bachelor’s Degree, Economics & History
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
Wilmington Trust - M & T Bank December 2013 - Present
Comerica Bank February 2003 - December 2013
Mellon United National Bank January 1999 - January 2003
BankBoston 1996 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Commercial Mortgages, Cross Selling, Mortgage Lending, Cash Management, Underwriting, Mortgage Banking, Wealth Management, Financial Services, Financial Analysis
Education
Florida Atlantic University 2006 — 2008
Master of Business Administration (MBA), Legal Compliance and Risk Management
Adelphi University 1978 — 1981
Bachelor of Business Administration (B.B.A.), Management/ Finance/ Marketing, Magna Cum Laude
Rob Jaret Music 2008 - Present
Lantana Games March 2011 - Present
Kusiak Music 2008 - Present
Interplay Technologies, Inc. September 1998 - January 2013
Monster Worldwide September 1999 - September 2008
P2P Commerce, Inc. July 2000 - November 2001
Telegea.com May 1999 - September 1999
BankBoston November 1998 - May 1999
CSC - Computer Sciences Corporation August 1998 - November 1998
Edgewater Consulting May 1997 - August 1998
Skills
Composition, Sound, Music, Film, Sound Design, Audio Engineering, Documentaries, Orchestration, Video, Television, Voice Over, Sound Editing, Recording, Video Games, Commercials, Feature Films, Entertainment, Pro Tools, Film Scoring, Post Production, Music Production, Audio Editing, Audio Post Production
Education
Berklee College of Music
Diploma, Film Scoring and Jazz Performance
Longy School of Music 2002 — 2003
Courses in Music Theory and Composition
Harvard Extension School 1998 — 1998
Classes in Computer Programming in C++
Rensselaer Polytechnic Institute 1984 — 1988
BS, Physics; Minor in Astronomy
KPMG US October 2012 - Present
ALPFA May 2009 - Present
KPMG LLP 2004 - September 2012
Bank of America 2003 - 2004
Fleet Bank 1999 - 2003
BankBoston 1994 - 1998
Skills
Certified Internal..., Internal Audit, Risk Management, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit..., SOX 404, Banking, Insurance Risk
Education
BC High
Boston College
Commerce Bank & Trust Company April 2013 - Present
United States Soccer Federation 2003 - Present
Commerce Bank & Trust Company December 2007 - April 2013
Century Bank February 2004 - November 2007
Merit Staffing Resources December 2002 - February 2004
Mellon Bank November 1999 - December 2002
BankBoston 1996 - 2000
First NH Bank 1993 - 1996
Barclays Bank Plc 1987 - 1993
State Street Bank and Trust Company 1984 - 1987
Skills
Commercial Banking, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit Risk, Cash Management, Underwriting, Risk Management, Financial Structuring, Finance, Wealth Management, Business Planning, Lines Of Credit, Financial Risk, Retail Banking, Small Business, Financial Modeling, Commercial Mortgages, Business Development, Mortgage Banking, Mergers & Acquisitions, Capital Markets, Small Business Lending, Relationship Management, Insurance, Sales, Real Estate, Corporate Finance, Investment Banking, Asset Based Lending, Management, Asset Managment, Mortgage Lending, Due Diligence, Mergers, Cash Flow, Strategic Financial..., Financial Services, Equities, Consumer Lending, Investments, Loan Origination, Valuation, Executive Management, Middle Market, Funding, Commercial Lending
Education
Duke University - The Fuqua School of Business 1978 — 1980
MBA, Finance
Boston College 1969 — 1973
BA, History
The Hanover Insurance Group April 2013 - Present
Self Employed February 2012 - March 2013
BJ's Wholesale Club February 2011 - December 2011
British Telecom January 2005 - July 2010
Genuity/Level 3 June 2002 - July 2004
Genuity November 1996 - May 2002
Trellis Communications 1995 - 1996
BankBoston 1984 - 1995
Skills
Enterprise Network..., Network Build, Field Engineering, Management of Technical..., Launch and Support of..., IT Service Management, International Network..., Vendor Management, Engineering, Networking, Management, Program Management, Telecommunications
Education
Boston University
Masters, Telecommunications
Northeastern University
Bachelor of Science, Management Information Systems
Villanova University
Certifcate in Six Sigma Green Belt, Information Technology
Babson College
Executive Leadership Program
Natixis Global Asset Management November 2014 - April 2015
State Street February 2005 - June 2014
SunGard September 2000 - August 2003
FleetBoston January 1999 - August 2000
State Street January 1998 - December 1998
Citizens Bank March 1997 - December 1997
BankBoston November 1986 - March 1997
Skills
Risk Management, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, Accounting, Operations Management, Financial Modeling, Finance, Treasury, Capital Markets, Fixed Income, Financial Reporting, Account Reconciliation, Financial Services, Banking, SQL, Bloomberg, Internal Controls, Securities, Business Process..., Internal Audit, Valuation, Foreign Exchange, Options, Process Improvement, Reuters, Project Management, Analysis, Management
Education
Bentley University 2005 — 2008
Bachelor of Science, Finance
New England College of Business and Finance 1995 — 2000
Associate of Science, Accounting and Finance
South Shore Financial Consultants, LLC August 2010 - Present
Alzheimer's Association May 2013 - Present
Bank of America/Merrill Lynch October 2005 - August 2010
Sovereign Bancorp October 2003 - October 2005
American Express Financial Advisors May 1999 - October 2003
BankBoston April 1996 - May 1999
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Securities, Financial Planners, Financial Advisory, Mutual Funds, 401k Rollovers, Pensions, Financial Goals, Financial Services, Debt Management, Wealth Management..., Investments, Insurance Consulting, Cash Flow, Comprehensive Financial..., Retirement Income..., Comprehensive Wealth..., Cash Flow Management, Small Business..., Fee-Only Financial...
Education
Bentley College 1995 — 1999
Bachelor's, Finance
BankBoston February 1994 - June 2000
Bank of New England; Fleet Bank January 1984 - January 1994
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics; Political Science
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
EnVision Performance Solutions November 1998 - Present
BankBoston September 1994 - November 1998
BayBank September 1983 - September 1994
Skills
Instructional Design, Curriculum Development, Performance Management, Compliance, Performance Consulting, Needs Analysis, Team Facilitation, Program Evaluation, Project Management, Employee Training, Program Management, Leadership Development, Training, Nonprofits, Organizational..., Management, Workshop Facilitation, Staff Development, Consulting, E-Learning, Curriculum Design, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management
Brandeis University
BA, Economics
Voya Financial (Formerly ING U.S.) 2011 - 2014
ING U.S. 2002 - 2011
Fleet Capital Corporation 2000 - 2002
BankBoston (FleetBoston Corporation) 1992 - 1999
BankBoston January 1991 - July 1992
Hospital Trust 1988 - 1990
Skills
Media Relations, Issues Managment, Corporate Communications, Social Media, Multicultural, Sponsorship, Communication Skills, Internal Communications, Teamwork, Team Leadership, Spokesperson, Public Relations, Highly detail oriented, Financial Services, Strategic Planning
Education
American University 1983 — 1987
Communications
Marketing Experience 1993 - Present
Management Experience 1992 - Present
Customer Service Experience 1992 - Present
Project Management Experience 1992 - Present
Loudoun County 2009 - 2014
Frederick County Public Schools 2010 - 2011
Washington County Public Schools 2008 - 2011
Xerox 2001 - 2002
The Learning Company 1998 - 2001
BankBoston 1997 - 1998
Skills
▪ Social Media, Quality Assurance, Budgeting & Forecasting, Product Promotion, Brand Promotion, Strategic Marketing, Strategic Sales, Performance Management, Team Building, Client Relations, Vendor Relations, Marketing Strategy, Budgets, Marketing, Project Management, Strategic Planning
Education
Baldwin Wallace University 1989 — 1992
Bachelor of Arts, Speech Communications and Political Science
Franklin United Methodist Church 2011 - Present
Oak Street Elementary School June 2011 - June 2013
Franklin Interfaith Council June 2010 - June 2013
KPMG 1998 - 2002
BankBoston 1997 - 1998
BankBoston 1994 - 1997
Skills
Newsletters, Event Planning, Team Leadership, Management, Budgets, Program Management, Accounting, Leadership, Financial Analysis, Microsoft Excel, Policy
Education
Bentley University 1991 — 1994
BS, Finance
Southern New Hampshire University 1989 — 1991
Economics/Finance
Tiffany & Co. September 2011 - Present
Liz Claiborne Inc November 2007 - April 2010
H&R Block September 2007 - February 2008
Shamrock Financial August 2003 - July 2007
Multistate Mortgage and Development November 2002 - August 2003
Sovereign Bank (Texas) November 2000 - November 2002
BankBoston October 1998 - October 2000
BankBoston August 1996 - October 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Tax Preparation, Customer Service, Customer Support, QuickBooks, Payroll, Translation, JDE Enterprise One, Cycle Counting, Internet, Fiserv, CMSI, Quicken, Calyx Point, PeopleSoft, Datamatics, Rhino 3D, Quality Assurance, Quality Auditing
Education
Ashford University 2013 — 2016
Bachelor of Arts (BA), Consumer and Family Financial Services
Community College of Rhode Island
Associate's degree, Science in Business
Classical High School
College Preparatory
AccuFile, Inc. August 2012 - Present
IST Management Services October 2011 - April 2012
Oce Business Services March 1999 - October 2011
BankBoston July 1992 - March 1999
Skills
Operations Management, Outsourcing Management, Records Management, Print Management, Shipping and Receiving, Incoming and Outgoing..., Logistics, Procurement, Procurement Contracts, Strategic Sourcing, Contract Management, Outsourcing, Business Development, Leadership, Sales
Education
Bentley University 1996 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Nazarene College 1994 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
DoubleLine Group LP May 2014 - Present
PIMCO October 2011 - April 2014
Vorás Capital Management, LP December 2009 - October 2011
OneWorld Investments/Globalis Investments February 1999 - September 2008
BankBoston June 1995 - February 1999
Bankers Trust Company August 1986 - June 1995
Skills
Portfolio Management, Investments, Fixed Income, Hedge Funds, Alternative Investments, Equities, Global Macro, Emerging Markets, Bonds, Derivatives, Asset Managment, Capital Markets, Bloomberg, High Yield, Asset Allocation, FX Options, Options, Investment Banking, Investment Management, Fund Of Funds, Swaps, Valuation, Private Equity, Proprietary Trading, Trading, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1981
MBA, Finance
University of Miami
BBA, Finance
In Transition December 2014 - Present
Citizens Bank November 2006 - December 2014
Citizens Bank November 2003 - October 2006
Citizens Bank April 2002 - November 2003
Boston Financial Data Services January 2000 - December 2001
BankBoston 1995 - 2000
Video Plus 1990 - 1995
Skills
Investments, Financial Services, Fixed Income, Mutual Funds, Securities, Banking, Financial Analysis, Financial Markets, Portfolio Management, Risk Management, Wealth Management, Customer Service, Management, Finance, Series 7
Education
Bentley University
Business
Moses Brown School
The George Washington University
Political Science
U.S. Senate Page School
University of Rhode Island
BA, English
Johnson & Wales University March 2012 - Present
Plymouth Rock Assurance March 2010 - June 2012
Sovereign Bank July 2008 - January 2010
Fidelity Investments January 2006 - July 2008
Sovereign Bank December 2002 - January 2006
Imagitas January 2000 - January 2002
BankBoston September 1985 - January 2000
Skills
Product Management, Product Development, Strategy, Business Case, Leadership, Pricing, Forecasting, Cross-functional Team..., Analytics, Competitive Analysis, Project Management, Strategic Planning, Relationship Management, Business Strategy, Marketing Strategy, IT Service Delivery, IT Strategy, Business Development, Financial Services, Vendor Management, Risk Management, Mergers & Acquisitions, Contract Negotiation, CRM, E-commerce, Management, Enterprise Software, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1999
MBA, Business Management
Providence College 1981 — 1985
BA, Political Science/Economics
Bishop Feehan High School 1977 — 1981
State Street July 2014 - Present
Sovereign Bank December 2002 - June 2014
Fidelity Investments January 2001 - December 2002
Genii LifeMedia Inc 2000 - 2001
BankBoston 1991 - 2000
Skills
Analysis, Banking, Business Analysis, Requirements Analysis, Risk, SDLC, Process Engineering, Program Management, Process Improvement, Change Management, Mentoring, Compliance, Systems Analysis, Problem Solving, Enterprise Architecture, Integration, Financial Risk, Project Management, Risk Management, Vendor Management, Business Process..., IT Strategy, Management, Business Strategy, Business Intelligence, Software Documentation, Data Analysis, Data Warehousing, Logical Data Modeling, ATMs, ETL, Requirements Gathering, Mergers & Acquisitions, Financial Services, Defined Benefit, Financial Analysis, Retail Banking, Visio, Software Project..., Project Portfolio..., Portfolio Management, Leadership, Analytics, AML, Credit Risk, Relationship Management, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business Administration and Management, General
College of the Holy Cross
BA, Economics
Northeastern University
Certification In Web Development
Chase March 2015 - Present
American Express October 2010 - March 2015
Nokia January 2009 - October 2010
Nokia January 2008 - January 2009
IDEO February 2007 - December 2007
Virgin Mobile, USA May 2006 - January 2007
Virgin Mobile May 2003 - May 2006
Sapient 1999 - 2003
BankBoston 1997 - 1999
Nevada Advertising October 1992 - May 1994
Skills
Customer Experience, Program Management, Telecommunications, Business Strategy, Portfolio Management, Mobile Applications, Cross-functional Team..., Product Innovation, Product Development, Strategy, Mobile Devices, Competitive Analysis, User Experience, Product Marketing, Strategic Partnerships, Product Management, Go-to-market Strategy, Start-ups, Marketing, Financial Services, Management, Business Analysis, Leadership, Analytics, User-centered Design, Digital Marketing, CRM, Integration, Mobile Payments, Wireless, Segmentation, Team Leadership, Project Management, Mobile Technology, E-commerce, Business Development, SaaS, Mobile Commerce, Business Process, Mobile Marketing, Enterprise Software, Consulting, Vendor Management, Executive Management, Digital Strategy, Mobile Internet, Agile Methodologies, Scrum, Strategic Planning
Education
Babson College 1994 — 1996
MBA
Tufts University 1985 — 1988
BA, English & History
Charterhouse 1980 — 1985
High School
Mary Kay Cosmetics September 2004 - Present
Financial Planning Associates February 2014 - April 2015
TJX September 2013 - June 2014
Peter Woodbury Elementary, McKelvie Intermediate School, and Ross A Lurgio Middle School September 2011 - March 2013
Thirty-One Gifts July 2011 - December 2012
Tupperware June 2009 - July 2011
Fleet Bank 2002 - 2004
BankBoston 1996 - 2002
Skills
Banking, Coaching, Risk Management, Management
Education
Bentley College 1984 — 1988
Bachelor of Science and Associates in Accountancy
Mortgage Master April 2012 - Present
Digital Federal Credit Union October 2011 - April 2012
New England Group Services Inc November 2004 - July 2011
BankBoston 1994 - 1996
Graystone Mortgage January 1991 - January 1994
Skills
Loans, Mortgage Lending, Microsoft Word, Credit, Event Planning, Process Scheduler
Education
Assumption College 1985 — 1989
BA, Psychology/Education
Northwest Catholic
St. Timothy School
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
U.S. Trust, Bank of America Private Wealth Management September 2008 - Present
Bank of America April 2004 - September 2008
FleetBoston Financial 1997 - 1999
BankBoston 1990 - 1993
Wang Laboratories 1988 - 1990
Yankee Bank February 1986 - November 1987
Yankee Bank 1986 - 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Financial Services, Fixed Income, Investments, Portfolio Management, Process Improvement, Risk Management, Wealth Management, Wealth Management..., Financial Analysis, Hedge Funds, Management, Mutual Funds
Education
Babson College 1982 — 1984
Master of Business Administration (MBA), Finance
Providence College 1974 — 1977
Bachelor of Science (B.S.), Accounting
University of Massachusetts, Amherst 1972 — 1973
Invesco July 2013 - Present
The Arthur Vining Davis Foundations September 2006 - Present
Invesco Ltd. May 2010 - June 2013
SunTrust Bank 1999 - 2005
BankBoston 1997 - 1999
Peterson Consulting 1996 - 1997
International Paper 1991 - 1994
Skills
Portfolio Management, Risk Management, Business Analysis, Project Management, Program Management, Process Improvement, Business Process..., Financial Modeling, Financial Analysis, Financial Services, Analysis, Strategy, Asset Management, Vendor Management, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Rochester 1987 — 1991
BS, Mechanical Engineering
FORMA Therapeutics, Inc. January 2011 - May 2014
FORMA Therapeutics October 2010 - December 2010
Eutropics Pharmaceuticals March 2010 - September 2010
Cell Biosciences December 2009 - March 2010
Protein Forest, Inc. December 2003 - December 2009
AdipoGenix 2001 - 2004
BankBoston 1989 - 2000
Skills
R&D, ELISA, Design of Experiments, Protein Chemistry, Cell Culture, FDA, DNA, Proteomics, Chemistry, Laboratory, Immunology, Molecular Biology, Drug Discovery, GMP, Medical Devices, Research, Pharmaceutical Industry, Technology Transfer, Lifesciences, Validation, Assay Development, Leadership, Cell Biology, Cell, Manufacturing, Protein Purification, Life Sciences, Start-ups, Biotechnology, High Throughput..., Biochemistry
Education
Boston College
B.S., Linguistics
Boston University
B.S., Biomedical Laboratory and Clinical Science
ATA Cycle June 2001 - Present
BankBoston January 1999 - April 2001
University of Massachusetts September 1997 - August 1999
Skills
Windows, Microsoft Office, English, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel
Education
University of Massachusetts Boston 1995 — 1999
Bachelor's Degree, Economics
TED Ankara Koleji 1988 — 1994
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Calgary Jewish Academy August 2015 - Present
Webber Academy September 2012 - August 2015
International School Aberdeen September 2007 - May 2011
Panagaschool (Brunei Shell Petroleum) September 2006 - May 2007
Rabobank stadskanaal January 1999 - August 2000
BankBoston March 1997 - June 1998
Scudder Investments March 1993 - July 1997
Skills
Editing, Public Relations, ESL, Teaching English as a..., Spanish, Teaching, Marketing, Coaching, French
Education
l'academie de Nice 2010 — 2011
DELF, French
Babson College 1996 — 2000
MBA, International Business, Finance
Simmons College 1989 — 1993
BA, International Business/French
Université Paris Sorbonne (Paris IV) / Sorbonne University 1991 — 1992
French Literature, International Business
Commonwealth of Massachusetts, Executive Office of Energy and Environmental Affairs December 2013 - Present
Certified Solutions, Corp. March 2013 - Present
TimeLinx Software, Inc. December 2012 - November 2013
Dr. Dental November 2010 - May 2012
WGBH June 2010 - November 2010
Suffolk University April 2007 - May 2010
Harvard Management Company 2003 - 2007
First Essex Bank, N.A. 2001 - 2003
RiverDelta Networks, Inc. 2000 - 2001
BankBoston 1997 - 2000
Skills
Project Management, Strategic Planning, Research, Networking, Microsoft Office, Analysis, Microsoft Excel, Team Building, Budgets, PowerPoint, Customer Service, Program Management, Public Speaking, Microsoft Word, Process Improvement, Outlook, Team Leadership, Business Analysis, Conflict Resolution, Risk Management, Software Documentation, Recruiting, Training, Management, CRM, Forecasting, Policy, Quality Assurance, Accounting, Databases, Administration, Change Management, Contract Management, Access, Business Strategy, Leadership, Cross-functional Team..., Vendor Management, Executive Management, Mergers & Acquisitions
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Information Technology Management
Suffolk University - Sawyer School of Management 2007 — 2009
B.S.B.A
Bentley University 1995 — 1999
Northern Essex Community College
Associates Degree
Impact Performance Group January 2013 - Present
Personal Brand Solutions 2012 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2000 - 2007
Blue Chip Financial Advisors LLP 1998 - 2000
Corrigan Financial, Inc. 1996 - 1997
Ernst & Young 1995 - 1996
SEALCorp Australia 1994 - 1994
BankBoston 1992 - 1993
Ernst & Young 1990 - 1992
Skills
Performance Management, Leadership Training &..., Personal Brand..., Executive Coaching, Talent Management, Employee Engagement, Succession Planning, Organizational..., Team Building, Sales Management &..., 401k, Mutual Funds, Process Improvement, Training, Human Resources, Strategy, Leadership, MBTI, Leadership Development, Management
Education
Bentley College 1991 — 1993
Masters of Science in Business Administration
Bryant University 1984 — 1988
Bachelors of Science in Business Administration
W. E. Donoghue & Co., Inc April 2015 - Present
Townsend Accounting December 2010 - April 2015
Richardson & Company, P.C. October 2013 - September 2014
Accounting Management Solutions December 2005 - March 2010
BankBoston May 1990 - January 2000
Coopers & Lybrand August 1985 - May 1990
Skills
Financial Analysis, Accounting, Forecasting, Auditing, Budgets, QuickBooks, Microsoft Excel, Internal Controls, Financial Reporting, Managerial Finance, Financial Modeling
Education
Bentley University 1981 — 1985
B.S., Accountancy
South Windsor Chamber of Commerce September 2010 - Present
Strong's AutoCare, LLC. October 2000 - Present
BankBoston October 1995 - October 1997
Society For Savings 1985 - 1990
Pepe & Hazard 1984 - 1985
Skills
Team Building, Marketing, Shorthand, Budgets, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Inventory Management, New Business Development, Process Improvement, Microsoft Word, Event Planning, Accounts Receivable, Retail, Coaching, Public Speaking, Strategic Planning, QuickBooks, Outlook, Time Management, Accounts Payable, Advertising, Marketing Strategy, Sales, Account Management, Insurance, Small Business, Marketing Communications, Purchasing, Social Networking, Event Management, Accounting, Operations Management, Leadership, Social Media, Social Media Marketing, Sales Management, Teamwork, Management, Business Planning, Team Leadership, Fundraising, Negotiation, Training, Contract Negotiation, Leadership Development, PowerPoint, Public Relations
Education
Bay Path University 1982 — 1984
Associate in Science, Administrative/Secretarial
Wethersfield High School 1979 — 1982
CVS Caremark Corporation March 2010 - Present
Capital One Financial January 2006 - November 2009
Bank Of America 2004 - 2005
FleetBoston Financial 1999 - 2004
BankBoston 1997 - 1999
Education
Binghamton University 1974 — 1978
B.A.
Narragansett Partners Ltd., Inc. August 2013 - Present
Harvard University, American Repertory Theater July 2011 - July 2013
Narragansett Partners, Inc. January 2004 - July 2011
Henkel of America 2005 - 2009
J Jill Group, Inc. 2003 - 2004
KPMG 1999 - 2002
Keane 1997 - 1999
Quota International, Inc. January 1992 - December 1998
Addison Consulting 1993 - 1997
BankBoston 1990 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Auditing, CISA, Internal Controls, Internal Audit, Financial Reporting, Process Improvement, Managerial Finance, Strategic Planning, Business Integration, Reorganizations, Risk Assessment, Financial Modeling, Business Continuity, Cost Accounting, Planning Budgeting &..., Human Resource..., Procurement, IT Audit, Management Consulting, Management, Finance
Education
West Virginia University 1975 — 1977
MBA, Finance/Accounting
Armstrong State University
BS, Mathematics
Citi November 2006 - June 2014
Parthenon Capital January 2002 - September 2006
PricewaterhouseCoopers January 1997 - January 2002
BankBoston 1994 - 1997
BankBoston 1994 - 1997
Skills
Private Equity, Alternative Investments, Financial Reporting, Venture Capital, LBO, Hedge Funds, Financial Analysis, Mezzanine
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Accounting
Draftfcb Healthcare September 2012 - Present
Ogilvy Healthworld GHBM June 2004 - April 2009
Cunney & Jospe (and) Kelly Services February 2000 - May 2004
BankBoston October 1998 - February 2000
Skills
Adobe Acrobat, Lotus Notes, Microsoft Office, Document Management, Advertising, Event Management, Account Management, Healthcare, Budgets, Project Management, Marketing Communications, Online Advertising, Interpersonal Skill, Extensity, SAP, Highly motivated..., Organization &..., Eye for Details, Travel Planning, Secretarial Skills, Resourceful..., Time Management, Quick Study, Handle Multiple Projects, Handle Multiple..., Business Intelligence, Reliability, Product Management, Product Marketing, Video Production, Media Production, Internet, Internal Communications, Web Project Management, Receptionist Duties, Corporate Communications, Communication, Community Outreach, Finance, Auditing, Paper Industry, Papermaking, Digital Strategy, Relationship Marketing
Education
New York University 1992 — 1995
BS, Graphic Communications Management & Technology, 3.6
Borough of Manhattan Community College 1990 — 1992
AAS, Corporate Cable Communication
Holy Family HS 1980 — 1984
Regents HS Diploma, Languages, 8th - 12th
Bank of the West / BNP Paribas Group June 2013 - Present
Royal Bank of Scotland October 2011 - June 2013
RBS Citizens Financial Group, Inc. October 2006 - October 2011
Accume Partners March 2004 - September 2006
Kilclare Software November 2000 - March 2004
Deloitte January 1996 - November 2000
Office of the Comptroller of the Currency April 1991 - January 1996
BankBoston March 1984 - April 1991
Skills
Financial Risk, Risk Management, Enterprise Risk..., Banking, Operational Risk, Financial Services, Internal Audit, Credit, Portfolio Management, Auditing, Governance, Credit Risk, Finance, Financial Institutions, Operational Risk..., Litigation Support, Financial Modeling, Capital Markets, Loans, AML, Basel II, Commercial Banking, Fraud, Internal Controls, Risk Assessment, Strategy, CCAR, Stress Testing, Capital Management, Risk and Control..., Risk Appetite
Education
University of Massachusetts Boston 1980 — 1984
BA, French, Education, Linguistics
University of Wisconsin-Milwaukee - Lubar School of Business 1988 — 1990
Certificate, Audit
Université Sorbonne (Paris VII) 1982 — 1983
Superior Certificate, French
Université de Montréal 1982 — 1982
Certificate, French
Bentley University 1995 — 1997
Coursework, Accounting
Seaton Hall Law School 2015 — 2017
Masters of Science in Jurisprudence (MSJ), Financial Services Regulation, Deferred enrollment
Centini Enterprises Inc. December 2010 - October 2013
Global Card Solutions Inc. September 2010 - November 2010
Itaú Unibanco Holding November 2008 - March 2010
Banco Itau SA November 2007 - November 2008
ABN Amro June 2000 - November 2007
KPMG Peat Marwick August 1997 - June 2000
BankBoston October 1996 - July 1997
IVIX 1995 - 1996
SBEL - Soc Benef Emp Eletropaulo 1991 - 1995
Skills
Due Diligence, Wealth Management, Private Banking, Financial Risk, Risk Management, Sarbanes-Oxley Act, Banking, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, Auditing, Credit Risk, Corporate Finance, Financial Analysis, Risk Assessment, Governance, Capital Markets, Financial Services, Credit, Information Security, COBIT, Analysis, Business Process, Finance, ITIL, Management, Security, Financial Audits, Change Management, Leadership, Accounting, Information Technology, Integration, Program Management, Software Documentation, Training, Fraud, Project Planning, Information Security..., Business Continuity, Data Center, ISO 27001, Business Process..., Quality Assurance, Corporate Governance, Business Analysis, Team Leadership, IT Service Management, Executive Management
Education
Universidade de São Paulo 2004 — 2005
Masters, Forensic Science Applied to Information Tecnology
Centro Universitário Ibero-Americano 1994 — 1997
Bachelor, Information System Management
Pegasystems December 2011 - Present
Citizens Bank August 2010 - December 2011
RBS (Citizens Financial) 2006 - August 2010
Citizens Bank 2004 - 2006
Bank of America 2003 - 2004
Fleet Bank 1998 - 2003
BankBoston 1996 - 1999
Skills
Banking, Strategy, Product Management, Retail Banking, Commercial Banking, Cash Management, Payments, Management, Financial Services, Credit Cards, Enterprise Software, Internet Banking, Risk Management, Leadership, Treasury Management, Business Analysis, Integration, Portfolio Management, Electronic Payments, Product Development, E-commerce, Credit, Financial Risk, Project Management, Strategic Planning, Credit Risk, Mergers & Acquisitions, SaaS, Business Strategy, Go-to-market Strategy, Business Requirements, Software Project..., Program Management, Process Improvement, Strategic Partnerships, Competitive Analysis, Marketing Strategy, New Business Development, Product Marketing, Market Research, Global Cross-Functional..., CRM, Vendor Management, Executive Management, Relationship Management, Business Intelligence, Business Development, Cross-functional Team..., Market Analysis
Education
General Assembly 2014 — 2014
Digital Marketing
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Certificate In Strategy and Innovation, Strategy & Innovation
Consumer Bankers Association-Graduate School 2002 — 2004
Graduate Certificate in Retail Bank Management, Product Design, Finance, M&A
Bentley University 2000 — 2004
MBA, Technology and Operations, With Distinction
Bucknell University 1991 — 1995
Dual BA, Economics and Political Science
Santander Bank, N.A. August 2015 - Present
Citizens Financial Group (CFG) November 2012 - August 2015
Royal Bank of Scotland Group November 2011 - November 2012
RBS Citizens Group April 2009 - November 2011
Citizens Bank January 2005 - November 2008
Citizens Bank November 2001 - December 2004
FleetBoston 1999 - 2001
BankBoston 1993 - 1996
South Shore Bank / Multibank 1988 - 1993
Skills
Process Improvement, Business Analysis, Six Sigma, Banking, Project Management, Business Process..., Risk Management, Change Management, Program Management, PMO, Financial Services, Analytics, Retail Banking, Financial Analysis, SDLC, Financial Risk, Strategic Planning, Project Portfolio..., Tableau 7 Certified, Management Consulting, Tableau, DMAIC
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, MBA
Northeastern University 1985 — 1987
MA, Economic Development
Northeastern University 1980 — 1985
BS, Economics
Duxbury High
Keller Williams Realty June 2015 - Present
Molisse Realty June 2002 - June 2015
Citizens Bank August 2000 - July 2002
Sun Life Financial January 2000 - January 2001
BankBoston January 1999 - January 2000
BankBoston, currently Bank of Americe January 1998 - January 2000
BankBoston January 1994 - January 2000
BankBoston January 1995 - January 1998
Skills
Sales, Sales Management, Motivation, Training, Management, Real Estate, Mortgage Lending, Investments
Education
Aquinas College
Business, Management, Marketing, and Related Support Services
ISBAN / Santander Bank September 2014 - Present
New England Conference of the United Methodist Church July 2013 - Present
Bank of Rhode Island / Brookline Bank June 2014 - September 2014
Wolverine World Wide (Stride Rite) February 2013 - August 2013
Get It Started Norwood Networking Group October 2012 - February 2013
Sovereign Bank/Santander 1999 - 2012
BankBoston 1996 - 1999
BankBoston 1994 - 1996
Multibank Service Center 1985 - 1994
Skills
Credit, Banking, Portfolio Management, Credit Analysis, Risk Management, Loans, Microsoft Excel, Analysis, Accounting, Microsoft Office, Project Management, Commercial Lending, Financial Risk, Financial Analysis, PowerPoint, Credit Risk, Leadership, Microsoft Word, Access, QuickBooks, Payments, Accounts Payable, Training, Financial Modeling, Consumer Lending, Mortgage Lending, Retail Banking, Automotive, AFS, PeopleSoft, Cash Management, Commercial Banking, Small Business Lending, Lines Of Credit, Corporate Finance, Loan Origination, Research and Analysis, Credit Administration, Moody's Risk Analyst, DataScan, Fiserv, LexisNexis, Experian, Internet Research, APM System, Pro-Merit, First Line Data, Stucky, Infolease, LQAS
Education
Bentley University
BS Finance, Bank Management
Dedham High School
Business Administration and Management, General
New England Banking Institue
Associate of Business Administration in Banking Studies, Finance
The Depository Trust & Clearing Corporation April 2015 - Present
Babson Capital Management LLC March 2013 - April 2015
Babson Capital Management LLC June 2010 - March 2013
Babson Capital Management LLC January 2008 - June 2010
MassMutual Financial Group May 2006 - December 2007
MassMutual Financial Group May 2001 - May 2006
Sovereign Bank March 2000 - November 2000
BankBoston July 1997 - March 2000
The Children's Study Home June 1994 - July 1997
Skills
Project Management, Media Relations, Fundraising, Regulatory Analysis, Non-profits, Newsletters, Management, Blogging, Marketing Strategy, Marketing Communications, Analysis, Due Diligence, Event Planning, Social Media, Leadership, Social Media Marketing
Education
University of Massachusetts, Amherst 1998 — 2001
MBA, Marketing
Barry University 1990 — 1994
Bachelors of Arts, English, Professional Writing
Georgetown University/Fund for American Studies
Certificate, Institute of Political Journalism
Southwick High School 1986 — 1990
SunTrust August 2015 - Present
Citizens Bank November 2009 - July 2015
RBS Citizens Bank NA February 2000 - November 2009
BankBoston August 1994 - February 2000
Skills
Data Quality, Data Analysis, Data Governance, Enterprise Risk..., Data Management, Risk Management, Multi-site Team..., Banking, Business Analysis, Basel II, Financial Services, Financial Risk, Operational Risk, Team Leadership, Analysis, SDLC, Requirements Gathering, Project Management, Data Warehousing, Credit, Management, Leadership, Portfolio Management, Operational Risk..., Financial Analysis, Credit Analysis, Credit Risk, Change Management, Commercial Banking, Program Management, Analytics, Finance, Business Process...
Education
Babson College 2011 — 2011
Leadership Development Program, Executive Leadership & Strategy training
Ohio Wesleyan University 1986 — 1990
Bachelor of Arts, Double majored in Economics Management and French
Criptext December 2014 - Present
La Newyorkina January 2013 - Present
Eight Communications 2010 - March 2015
La Barra Restaurant November 2008 - January 2011
Bodhi Natural Snacks January 2006 - November 2010
The 28th Parallel June 2003 - January 2006
Custodias y Servicios 2001 - 2003
BankBoston January 1998 - January 2000
Skills
Brand Development, Entrepreneurship, Marketing Strategy, Business Design, New Business Development, International Trade, Website Development, Social Media Marketing, Integrated Marketing, E-commerce, Strategy, Business Strategy, Brand Management, Social Media, Marketing, Product Development, CRM, Digital Strategy, Management, Business Development, Competitive Analysis, Market Analysis, Customer Insight, Leadership, B2B, Public Relations, Management Consulting, Strategic Partnerships, Project Management, Advertising, Start-ups, Market Research, Strategic Planning, Sales, Digital Marketing, Marketing Communications, Business Planning, Consulting, Product Management, Team Building, Product Marketing, Negotiation, Cross-functional Team..., Analytics, Email Marketing, Strategic Thinking
Education
Babson College 2009 — 2011
Master of Business Administration (M.B.A.)
Harvard University 2000 — 2001
Finance
Universidad IberoAmericana 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
PetTrax July 2014 - Present
American Tower September 2013 - June 2014
American Tower November 2008 - August 2013
Fidelity June 2006 - November 2008
Lanthorn Technologies April 2001 - June 2006
Razorfish April 2000 - April 2001
BankBoston 1995 - 2000
BankBoston 1990 - 1995
MerchantsBank of Boston 1986 - 1990
MerchantsBank of Boston 1983 - 1986
Skills
Telecommunications, Water, Gas, Business Relationship..., Brokerage, SDLC, Agile Methodologies, Software Development, Team Building, Consulting, IT Strategy, Integration, Cloud Computing, IT Management, Business Intelligence, Product Management, Program Management, Business Analysis, Enterprise Architecture, SOA, Leadership, Information Technology, Vendor Management, Strategy, Start-ups, Management, Enterprise Software, Solution Architecture
Education
Bentley University 1987 — 1989
MS, Computer Information Systems
Merrimack College 1979 — 1983
BS, Business Administration
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
Banco Itau Europa International June 2009 - August 2011
UBS Wealth Management May 2007 - June 2009
BankBoston June 2004 - May 2007
Education
Babson College 2000 — 2004
Revolusun LLC February 2013 - Present
Robert Half Management Resources May 2012 - January 2013
The Hanover Insurance Group March 2008 - September 2011
Harcourt 2006 - 2009
Morgan Stanley 2000 - 2006
BankBoston 1998 - 2000
KPMG US 1985 - 1988
Skills
Asset Managment, Recruiting, Financial Risk, Risk Assessment, Risk Management, General Ledger, Customer Service
Education
Bentley College
Bachelor's degree, Accounting
Fidelity Investments February 2005 - Present
Fidelity Capital Markets 2005 - Present
State Street Bank June 2000 - February 2005
Bankboston 1998 - 2000
Putnam Investments 1997 - 1998
Education
Arizona State University 1993 — 1996
bs, Finance
Saint Michael's College 1991 — 1993
Business
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
Canadian Imperial Bank of Commerce (CIBC) January 2014 - Present
Invesco Ltd. September 2008 - December 2013
Invesco National Trust Company 2008 - December 2013
Boston Screen Partners, LLC 2003 - 2009
H. D. Avidon Consulting Group, Ltd. April 2003 - September 2008
Bank of Boston (FleetBank) now Bank of America 1989 - 2002
Bank of Boston 1967 - 2002
BankBoston 1984 - 1991
Skills
Financial Services, Banking, Enterprise Risk..., Risk Management, Financial Risk, Investments, Finance, Equities, Investment Management, Retirement Planning, Private Equity, Wealth Management..., Management, AML
Education
Cannon Financial Institute @ UNCC 1990 — 1992
Certified Trust Auditor, Regulatory Compliance
Bentley University 1977 — 1978
Paralegal
Suffolk University 1966 — 1967
Bachelor's degree, Finance
Boston University 1964 — 1966
Self January 2008 - Present
Presentation Management Resources February 1994 - September 2004
BankBoston January 1991 - June 1994
Boston Children's Theatre May 1980 - March 1991
The Hotel Street Players April 1976 - May 1980
Skills
Conflict Resolution, Non-profit Board..., Microsoft Office, Event Planning, Community Outreach, Nonprofits, Volunteer Management, Fundraising, Social Media, Program Development, Acting, Strategic Planning, Program Management, Leadership, Editing, Team Building, Grant Writing, Community Development, Training, Leadership Development, Administration, Business Strategy, Singing, Advertising, Public Relations, Social Networking, Workshop Facilitation, Non-profit..., Grants, Youth Development, Time Management, Organizational..., Public Speaking
Education
Northeast Broadcasting School 1980 — 1981
Media Professional, Radio and Television Broadcasting Technology/Technician
American University 1973 — 1977
Visual and Performing Arts Administration
SunGard Financial Systems August 2011 - Present
SunGard Financial Systems April 2000 - August 2002
SunGard Financial Systems December 1998 - April 2000
SunGard Financial Systems December 1997 - November 1998
BankBoston August 1994 - November 1997
BankBoston September 1991 - August 1994
Skills
Risk Management, Capital Markets, Business Analysis, ALM, Derivatives, Project Management, Process Improvement, Data Management, Data Validation, Banking, Financial Modeling, Financial Analysis
Education
Bentley University
BS, Accounting
Boston Private Bank July 2010 - Present
Citizens Bank May 2005 - July 2010
BankBoston August 1987 - November 1999
Skills
Banking, Investments, Loans, Portfolio Management, Mortgage Lending, New Business Development, Cash Management, Negotiation, Management, Finance, Commercial Banking, Commercial Lending, Wealth Management
Education
Babson College 1984 — 1987
MBA, Marketing and Finance
Boston College 1979 — 1983
BA, Communications and English
Chatham High School
Industrium May 2004 — Present
Town of Falmouth June 2013 — Present
Falmouth Education Foundation 2009 — 2015
Gulf of Maine Research Institute 2003 — 2009
Children's Museum of Maine 2003 — 2009
FleetBoston/Bank of America February 2003 — May 2004
Clareon March 2000 — February 2003
BankBoston July 1991 — March 2000
Max Zeller/Fantasia Inc. July 1985 — September 1990
Skills
Marketing Communications, Public Relations, Advertising, Non-profits, Integrated Marketing, Strategic Planning, Marketing Strategy, Online Marketing, Social Media, Direct Marketing, Social Media Marketing, Customer Relations, Market Research, Brand Development, Media Relations, Corporate Communications, New Business Development, Business Strategy, Budgeting, B2B, Account Management, Marketing Management, Press Releases, Negotiation, Social Networking, Competitive Analysis, Problem Solving, Creative Direction, Management, Email Marketing, Marketing, Strategic Partnerships, Budgets, Entrepreneurship, Online Advertising, SEM, Digital Marketing, Market Planning, SEO, Digital Strategy, Marketing Research, Direct Mail, Copywriting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance & Strategy
American University 1981 — 1985
BS, Finance & Marketing
William Blair & Company, L.L.C. May 2015 - Present
Boston Private Bank & Trust Company November 1999 - May 2015
BankBoston 1996 - 1999
BayBank Investment Management 1993 - 1996
Boston Five Cents Savings Bank 1985 - 1993
Shearson Lehman Brothers June 1982 - 1985
Skills
High Net Worth..., Portfolio Management, Mutual Funds, Investments, Investment Strategies, Fixed Income, Endowments, Trading, Wealth Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Private Banking, Banking, Financial Analysis, Bonds
Education
Boston College 1991 — 1993
Masters of Science in Finance, Investments, Finance
University of Massachusetts, Amherst 1978 — 1981
BBA, Marketing/Finance
IBM Security October 2014 - Present
Trusteer (IBM Security) April 2012 - September 2014
TrustCentral November 2011 - April 2012
GT Advisors September 2011 - April 2012
TowerGroup 2002 - September 2011
ADS Financial Services Solutions 2001 - 2002
Breakaway Solutions 2000 - 2001
Fleet Bank 1998 - 2000
BankBoston 1997 - 1998
BayBank 1992 - 1997
Skills
Data Loss Prevention, Payments, Internet Banking, Banking, IT Strategy, Mobile Banking, Retail Banking, Mobile Payments, Business Strategy, Product Strategy, Competitive Analysis, Electronic Payments, Strategic Planning, Analysis, Compliance, Product Management, Information Security, Fraud Detection, Strategy, Financial Services, Management Consulting, Enterprise Software, Customer Experience, Segmentation, Market Research, E-commerce, Business Development, Lead Generation, Management, Business Intelligence, Business Analysis, Start-ups
Education
Babson College 1985 — 1990
MBA
University of Massachusetts at Amherst 1979 — 1985
BS
BJ's Wholesale Club April 2009 - August 2015
Colombian Emeralds International June 2008 - February 2009
Ross-Simons December 2004 - May 2008
Switchboard April 2000 - December 2004
BankBoston 1997 - 1999
Skills
SEM, Web Analytics, E-commerce, Email Marketing, Online Advertising, Affiliate Marketing, Market Research, Marketing Communications, Product Marketing, Analytics, Web Marketing, Direct Marketing, Leadership, Competitive Analysis, PPC, Database Marketing, Digital Marketing, Customer Acquisition, Brand Development, Multi-channel Marketing, Online Marketing, Integrated Marketing, Marketing Management, Social Media Marketing, Interactive Marketing, Lead Generation, Google Analytics, Mobile Marketing, Google Adwords, Digital Strategy, Strategic Partnerships, Direct Mail, Brand Management, SEO
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1997
Master of Business Administration (MBA), Marketing & Entrepreneurship
Northeastern University 1987 — 1990
Bachelor of Science, Finance
University of La Verne 1985 — 1987
RCN February 2000 - March 2004
BankBoston March 1998 - February 2000
Education
Bentley University 1994 — 1996
Human Resources Certificate, Human Resources Management and Services
Babson College 1989 — 1991
B.S., Marketing
RSA Security 2010 - Present
RSA, The Security Division of EMC 2006 - 2010
Softrax 2005 - 2006
P&H Solutions 1998 - 2005
Politzer & Haney 1998 - 2005
BankBoston 1993 - 1996
Skills
Fraud, SaaS, Enterprise Software, Cloud Computing, Information Security, Identity Management, Security, Go-to-market Strategy, Information Security..., Product Management, Computer Security, PCI DSS, Data Security, Encryption, Lead Generation, Product Development, Software Development, Solution Selling, Strategic Partnerships, Agile Methodologies, Sales Enablement, PKI, Integration, Partner Management, Professional Services, Product Marketing
Education
Bentley University
Caritas Christi Health Care January 2006 - September 2010
Caritas Christi Health Care System January 2006 - October 2008
Toys R Us 2003 - 2006
BankBoston 1983 - 1994
Bank of Boston May 1984 - July 1989
Education
Boston College
World@Work/American Compensation Assoc.
CCP, Compensation, Global Remuneration, Benefits
Residential Mortgage Services, Inc. -- NMLS#1760 September 2007 - Present
Indymac Bank April 2006 - July 2007
MFS October 1998 - December 2005
BankBoston October 1995 - October 1998
BayBank May 1993 - October 1995
Skills
Mutual Funds, Loan Origination, Real Estate, Mortgage Lending, Investments, Management, Credit, Mortgage Banking, Series 6, Financial Services, Series 63, Asset Managment, Series 7, Asset Management, Loans, Banking, Wealth Management, Investment Properties, Residential Mortgages, VA loans
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Master's Degree, Finance
Massachusetts College of Liberal Arts 1989 — 1993
BADM, Finance / Management
Bank of America 2003 - Present
Fleet Bank 1999 - 2003
BankBoston 1990 - 1999
Skills
Liquidity Management, Treasury Management
Education
Bentley University 1986 — 1990
Capital One Services, LLC January 2007 - Present
UBS Financial Services September 2004 - February 2006
Forrester Research, Inc. July 2000 - November 2002
BankBoston September 1996 - December 1999
BayBank 1981 - 1996
BayBank - now Bank of America 1981 - 1996
Education
Boston College 1974 — 1978
B.S., Marketing
Matignon High School
Matignon High School
Fidelity Investments March 2006 - Present
FleetBoston Financial April 1998 - October 2004
BankBoston October 1996 - April 1998
BayBank Systems, Inc June 1993 - October 1996
Skills
Relationship Management, Internet Banking, Financial Services
Education
Boston College 1990 — 1993
MBA, Marketing
Boston College 1981 — 1985
BA, Communications
Trinity School
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
Verint September 2013 - Present
Verint February 2010 - August 2013
John Hancock Financial Services May 2000 - February 2010
Manulife Financial 2000 - 2004
BankBoston January 1994 - May 2000
Scudder Stevens and Clark January 1992 - December 1993
Skills
Financial Services, Call Center, Process Improvement, Vendor Management, Business Analysis, Analytics, Business Intelligence, Business Process..., CRM, Call Centers, Enterprise Software, Product Management, Professional Services, Management, Salesforce.com, Strategy, Team Leadership, SaaS, Project Management, Program Management, Cloud Computing
Education
Anna Maria College 1992 — 1994
MBA, Business
University of Massachusetts Boston 1987 — 1991
BS, Marketing
University of Massachusetts Boston 1987 — 1991
BA, Economics
Comcast Cable September 2009 - Present
Comcast Cable February 2009 - September 2009
Comcast June 2000 - February 2009
MediaOne 1999 - 2000
BankBoston April 1995 - April 1999
Skills
Customer Experience, Management, Contact Centers, Workforce Management, Contact Center..., Process Improvement, Operational Excellence, Customer Service, Telecommunications, Strategic Planning, Call Centers, VoIP, Vendor Management, Telephony, Troubleshooting, Customer Satisfaction, Broadband, Call Center, Change Management, Performance Management, Cross-functional Team..., Training, Avaya, Team Leadership
Education
Boston College 1993 — 1997
Bachelor's Degree, Business Management with minors in Finance and Economics
Children's Footwear Company 2010 - 2011
Bank of America 1998 - 2004
BankBoston August 1998 - November 1998
Habib Bank AG Zurich May 1997 - August 1997
JP Morgan 1992 - 1996
Skills
Portfolio Management, Competitive Analysis, Leadership, Business Strategy, Banking, Equities, Management, Credit, Training, Marketing, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Finance and Entrepreneurship
Penn State University 1988 — 1992
B.S., Finance
Visa April 2013 - Present
Assurant Solutions January 2011 - April 2013
Assurant Solutions April 2010 - December 2010
Assurant Solutions, Inc May 2008 - December 2010
Banco Itau Europa International February 2008 - May 2008
Verifone, Inc November 2007 - February 2008
Banco Itau Europa Int'l June 2007 - October 2007
Bank of America June 1995 - May 2003
BankBoston July 1995 - March 2003
Skills
Business Analysis, Requirements Analysis, SDLC, Integration, Project Management, Management, Analysis, Testing, Leadership, SQL, Training, Business Requirements, Banking, Crystal Reports, Visual Basic, Visio, PMO, Process Improvement, Business Process, Business Process..., Web Applications, Change Management, IT Management, Requirements Gathering, Gap Analysis, Insurance, User Acceptance Testing, Software Documentation, Systems Analysis, Data Warehousing, ITIL, PMP, Strategy, UML, Product Management, Product Marketing, Written & Oral..., Client Presentation, Analytics, Agile Methodologies, Vendor Management, Quality Assurance, Business Intelligence, SharePoint, IT Strategy, MS Project, Software Project..., CRM, Project Portfolio..., Risk Management
Education
Miami Dade College 2007 — 2007
Project Management, Project Management Fundamentals (Online Study)
Universidade Presbiteriana Mackenzie 1999 — 2000
Bachelor, Business Administration
Universidade Camilo Castelo Branco 1995 — 1998
Bachelor, Science Technology
BlueMetal Architects August 2010 - Present
Burntsand September 2002 - August 2010
Keane July 2000 - September 2002
BankBoston July 1998 - December 1999
Skills
.NET, SharePoint, Microsoft SQL Server, WCF, ASP.NET, Visual Studio, Agile Methodologies, Silverlight, WPF, Application Architecture, Unit Testing, JavaScript, Software Consulting, XAML, Expression Blend, TDD, SQL Server, HTML5, AngularJS, Karma, Web Applications, Microsoft Technologies, Test Driven Development, Microsoft Office..., BizTalk, Visual Basic, SOA, C#, SDLC, Enterprise Architecture, ASP, LINQ, SSIS
Education
Boston College 1997 — 2000
BA, Computer Science
Northwestern University 1996 — 1997
Political Science
Citizens Bank October 2001 - Present
JPMorgan Chase July 2000 - September 2001
Fleet Bank November 1999 - July 2000
BankBoston October 1998 - October 1999
BankBoston January 1998 - September 1998
BankBoston 1995 - January 1998
Skills
Cash Management, Commercial Banking, Banking, Treasury Services, Product Management, Treasury Management, Payments, Financial Services, Commercial Lending, Risk Management, Relationship Management, Internet Banking, Retail Banking, Portfolio Management, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Bentley University 1985 — 1989
BS, Finance
Eastern Bank May 2005 - Present
Eastern Bank January 2001 - May 2005
Fleet Bank October 1999 - December 2000
BankBoston May 1996 - September 1998
BayBank Systems 1994 - 1996
Saucony Inc. October 1991 - May 1994
Skills
Visual Communication, Marketing Communications, Marketing Strategy, Direct Marketing, Financial Services, Advertising, Creative Direction, Leadership, Marketing, Retail, Strategy, Sales, Direct Mail
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2003
Master of Business Administration (M.B.A.), Marketing/MIS
Western New England University 1989 — 1991
Bachelor of Science, Business Administration
Santander August 2014 - Present
Santander U.S January 2013 - July 2014
Santander U.S July 2011 - December 2012
Santander U.S January 2010 - June 2011
Sovereign Bank August 2005 - December 2009
BankBoston 1994 - 2001
Skills
Loans, Banking, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Credit Risk, Small Business Lending, Portfolio Management, Financial Analysis, Relationship Management, Risk Management, Loan Origination, Mortgage Lending
Education
Boston College 1985 — 1989
Bachelor of Arts (B.A.), Psychology/Pre-Medicine
University of Rhode Island 1991 — 1994
Master of Business Administration (M.B.A.), Finance
Interactive Data July 2015 - Present
Valens Securities October 2014 - March 2015
Best Credit Management Inc. January 2014 - September 2014
Advantage Data October 1999 - January 2014
Fleet Bank 1998 - 1999
Sumitomo Mitsui Banking Corporation 1996 - 1998
BankBoston February 1995 - November 1996
Skills
Portfolio Management, Capital Markets, Hedge Funds, Bonds, Private Equity, Relationship Management, Equities, Banking, Loans, Investments, Risk Management, Financial Markets, Asset Management, Structured Finance, Securities, Trading, Bloomberg, New Business Development, Business Development, Electronic Trading, Analytics, Alternative Investments, Fixed Income, Entrepreneurship, Series 7, Mutual Funds, Asset Managment, Credit Analysis, Credit, Valuation, Derivatives, Financial Modeling, SaaS, Sales, Management, Finance, Financial Services, Emerging Markets, Start-ups, Venture Capital, Leadership, Investment Management, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1994
MBA, International Marketing
Babson College 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
Environmental Projects October 2014 - Present
ABN AMRO Bank N.V. February 2001 - December 2003
ABN AMRO Bank N.V. June 2000 - January 2001
ABN AMRO Bank N.V. June 1998 - May 2000
Societe Generale January 1998 - May 1998
Deutsche Bank July 1997 - December 1997
BankBoston June 1995 - June 1997
Skills
Banking, Credit, Credit Risk, Financial Risk, Investments, Risk Management, Commercial Banking, Finance, Credit Analysis, Management, Environmental Impact..., Environmental Policy, Commercial Lending, Portfolio Management, Project Management, Sustainability, Biodiversity, Volunteering
Education
Universidad Politécnica de Madrid 2008 — 2012
Master's degree, Planning and Management of Environment and Natural Resources
Instituto Tecnológico de Buenos Aires 2002 — 2003
Master's degree, Environmental Management
Universidad de Morón 1990 — 1994
Bachelor's degree, Certified Public Accountant
Family Capital Trust Company February 2000 - Present
BankBoston March 1986 - February 2000
Skills
Asset Managment, Wealth Management, Portfolio Management, Risk Management, Investments, Investment Management, Strategic Financial..., Financial Analysis, Alternative Investments, Estate Planning
Education
ABA National Graduate Trust School 1994 — 1995
Alfred University 1981 — 1985
Middlesex Savings Bank March 2006 - Present
Middlesex Savings Bank December 2003 - March 2006
Fleet Bank September 1999 - August 2003
BankBoston 1993 - 1999
Multibank Service Center 1988 - 1993
Sidney Q. Curtiss, Attorney at Law May 1982 - August 1988
Skills
Commercial Lending, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Management, Mortgage Lending, Commercial Mortgages, Small Business Lending, Consumer Lending, Lines Of Credit, Branch Management, Retail Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Stonier Graduate School of Banking, Banking (Finance), Completed
Suffolk University - Sawyer Business School 1987 — 1988
MBA, Finance
Suffolk University - Sawyer Business School 1984 — 1986
BSBA, Management/Pre Law
Bay Path University 1982 — 1984
AS, Pre-Law
Lee Institute 1981 — 1982
Real Estate License, Real Estate
Mount Everett Regional High School
Newton Advisory Resources, LLC March 2004 - Present
Newton Advisory Resources 2004 - Present
BankBoston 1992 - 1999
Bankers Trust (now Deutsche Bank) 1983 - 1991
Skills
Corporate Finance, Mergers, Strategy, Risk Management, Financial Modeling, Cash Flow, Due Diligence, Financial Analysis, Mergers & Acquisitions, Turnaround Experience, Valuation, Portfolio Management, Commercial Lending
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Tufts University 1968 — 1969
EdM, Mathematics Education
Bates College 1964 — 1968
B.A., Mathematics
Santander Bank, N.A. 2005 - Present
Computershare 2007 - 2008
Fleet Bank 2000 - 2005
BankBoston 1993 - 2000
Skills
Banking, Risk Management, Financial Services, Business Analysis, Process Improvement, Fixed Income, Mergers, Vendor Management
Education
Bentley University 1995 — 1998
Master of Business Administration (MBA)
University of Massachusetts Boston 1992 — 1995
Bachelor's degree
Cullison & Gorman, Inc. March 2005 - Present
Gorman & Cullison, Inc March 1999 - January 2014
Citigroup April 1998 - December 2010
BankBoston January 1996 - January 1997
BayBank January 1978 - January 1996
Skills
Certified Pool Operator, Risk Management, Banking, Data Center, Telecommunications, Financial Services, Credit Cards, Portfolio Management, Vendor Management, Business Continuity, COBOL, Program Management
Education
Bentley University 1980 — 1986
MBA, Computer Science/Finance
University of Massachusetts 1970 — 1974
BA, History
Scotiabank February 2015 - Present
RBC Dominion Securities July 2014 - February 2015
Royal Bank of Canada March 2008 - July 2014
Banco Safra May 2000 - February 2008
BankBoston November 1988 - April 2000
Skills
Credit Analysis, Risk Management, Portfolio Management, Banking, Private Banking, Credit, Retail Banking, Credit Risk, Wealth Management, Loans, Capital Markets, Financial Markets, Fixed Income, Investments, Mutual Funds, Private Equity, Project Finance, Trade Finance, Trading, Equities
Education
Ibmec 2003 — 2004
MBA
Centro Universitário de Brasília 1983 — 1987
B.A., Economics
Sovereign Bank October 2013 - Present
Santander US February 2000 - Present
BankBoston 1978 - 2000
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Leadership, Management, Mergers, Process Improvement, Retail Banking, Risk Management, Contract Negotiation, Vendor Relationship..., Operational Due...
Education
Boston College
BA, English
Bank of Tokyo-Mitsubishi UFJ February 2012 - Present
RBS Citizens Financial Group August 2008 - December 2011
Banc of America Securities 2004 - 2007
Fleet Bank 1998 - 2004
Bank of Boston 1983 - 1998
BankBoston 1983 - 1998
Education
Simmons College - Simmons School of Management
MBA, Management
Boston College
BA, Political Science and Economics
TD Bank USA 2008 - Present
TD bank USA February 2013 - August 2015
TD Bank January 2011 - January 2013
MasterCard Advisors 2004 - July 2010
Watch Hill Partners May 2002 - July 2004
BankBoston March 1990 - October 2001
Alliant Computer Systems 1988 - 1990
Digital Equipment Corporation 1979 - 1988
Skills
Banking, Business Analysis, Business Process..., Financial Services, IT Strategy, Management, Management Consulting, Payments, Portfolio Management, Project Management, Program Management, Requirements Analysis, SDLC, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
MBA, Finance
Boston University 1969 — 1973
Bachelor’s Degree, Mathematics / Economics
TD FVPFirst Niagara BankApril 2011 - October 2012
Landsbanki Commercial Finance March 2006 - July 2010
GMAC Commercial Finance February 2001 - March 2006
Citizens Bank February 2000 - January 2001
BankBoston 1989 - 1999
Norwest Bank April 1985 - August 1989
National City Bank 1982 - 1985
Skills
Asset Based Lending, Cash Flow Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Middle Market, Credit, Portfolio Management, Banking, Credit Risk, Loan Origination, Underwriting
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance, General
Denison University
Bachelor of Arts (BA), Economics
Chadwick Martin Bailey June 2006 - Present
Bank of America 2004 - 2006
Fleet Bank 1999 - 2004
BankBoston 1998 - 1999
Skills
Segmentation, Analytics, Marketing, Management, Strategy, Product Development, Market Research, Analysis, Strategic Planning, Customer Insight
Education
Babson College 1996 — 2001
MBA, Marketing
Babson College 1986 — 1990
B.S., Marketing
Expeditors International March 1999 - Present
BankBoston December 1993 - March 1999
State Street Bank and Trust Company July 1990 - December 1992
Skills
Microsoft Office, Management, Microsoft Excel, Employee Relations, Training, Performance Management, Vendor Management, Team Leadership, Data Analysis, Strategic Planning, Microsoft Publisher, PowerPoint, Microsoft Word, Visio, Process Analysis, Office Administration, FMLA
Education
Arizona State University 1986 — 1988
Masters in Music
Arkansas State University 1982 — 1986
Bachelor of Music Education
Arkansas State University 1982 — 1986
Bachelor of Music Education
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
Boston Red Sox June 2012 - Present
Boston Red Sox Baseball Club May 2008 - June 2012
Plymouth Rock Assurance Corp 2005 - 2007
BankBoston 1997 - 2003
Fidelity Investments 1993 - 1997
Education
Bates College 1981 — 1985
BA, Psychology
Ward Melville High School 1978 — 1981
HS Diploma
Moody's Analytics 2006 - Present
EDGAR Online 2005 - 2006
Thomson Financial 1998 - 2005
BankBoston 1995 - 1998
Bank of Boston 1995 - 1998
Fidelity Investments 1991 - 1994
Skills
Analysis, Customer Relations, Insurance, Customer Service, Financial Risk, Financial Analysis, Risk Management, Management Consulting, Credit, Banking, Portfolio Management, Business Development, Loans, Credit Risk, Fixed Income, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Business
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Independent Contractor 2010 - Present
● Dana Farber Cancer Inst. ● NE Aquarium ● Joslin Diabetes Center ● Boys & Girls Clubs of Boston 2011 - 2012
Harvard University, W. E. B. Du Bois Institute 2011 - 2011
Meeting Professionals International, NE Chapter (MPI/NE) 2010 - 2011
International Special Events Society, NE Chapter (ISES/NE) 2009 - 2010
Meeting Professionals International, NE Chapter (MPI/NE) 2009 - 2010
Joslin Diabetes Center 2002 - 2008
Aether Systems, Inc. 2000 - 2001
BankBoston 1982 - 1999
Skills
Building Relationships, Collaborative Working, Attention To Detail, Analytical Abilities, Tenacious, Customer Satisfaction, Budget Management, Organizing, Negotiation, Community Relations, Professional Networking, Company Liaison, Program Design,..., Volunteer Recruitment..., Interpersonal Skills, Fundraising, Cultivation and..., Event Logistics,..., Project/Program..., Database Management and..., Print and Web-Based..., Outstanding Customer..., Meeting/Event Planning..., Organizational Skills, Excellent Oral and..., Event Management, Management, Nonprofits, Budgets, Annual Giving, Community Development, Business Networking, Customer Service, Fundraisers, Raiser's Edge, Program Development, Program Management, Marketing, Public Speaking, Social Media, CRM
Education
Northeastern University 2008 — 2009
Certificate, Meeting and Event Management
Bentley University
Bachelor of Science, Management
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
American Eagle Financial Credit Union August 2009 - Present
American Eagle Federal Credit Union August 2009 - October 2014
American Eagle Federal Credit Union August 2009 - December 2013
Citizens Bank January 2003 - December 2008
Sovereign Bank March 2000 - January 2003
BankBoston January 1997 - February 2000
Skills
Product Management, Credit Cards, Financial Analysis, Portfolio Management, Business Process..., Mortgage Lending, Process Improvement, Loss Mitigation, Risk Management, Finance, Leadership, Loan Servicing, Loans, Project Management, Mortgage Servicing, Management, Forecasting, Financial Services, Analysis, Budgets, Financial Risk, Credit Analysis, Bankruptcy, REO, Foreclosures, Liquidation, Banking, Vendor Management, Consumer Lending, Default, Residential Mortgages, Loan Modifications, Mortgage, Analytics, Student Loans, SQL, Secondary Mortgage...
Education
Babson College 2005 — 2005
Advanced Leadership Certificate
Community College of Rhode Island 1990 — 1992
Associates, Business Administration
Bank of America November 2012 - Present
Bank of America August 2010 - Present
Citizens Bank January 2010 - August 2010
Sovereign Bank March 2000 - June 2009
BankBoston 1994 - 2000
Skills
Leadership Development, Employee Engagement, Performance Management, Coaching, Talent Management, Succession Planning, MBTI, Organizational..., Organizational..., Mentoring, Executive Coaching, Vendor Management, Team Building, Talent Development, Workshop Facilitation, Strategy, Training, Instructional Design, Program Management, Leadership, Change Management, Performance Consulting, Performance Improvement, E-Learning, Organizational Design, Onboarding, Employee Training, Training Delivery, Career Development, Instructor-led Training, Business Coaching, Consulting, Strategic Planning, Management Consulting, Management Development, 360 Feedback, Banking, Personnel Management, Needs Analysis, Executive Development, Culture Change, Human Resources, Employee Relations, Interviews, Learning Management, Executive Management, Workforce Planning, Captivate, Talent Acquisition, HR Consulting
Education
Boston College
MSA, Adminstrative Studies
University of Massachusetts Boston
BA, Psychology
Bank of America March 2008 - Present
ABN AMRO 2006 - 2008
Union Bank of California 2000 - 2006
BankBoston 1995 - 2000
Sterling College 1979 - 1994
US Army Corps of Engineers 1978 - 1979
Skills
Portfolio Management, Capital Markets, Investment Banking, Fixed Income, Commercial Lending, Treasury Management, Corporate Finance, Risk Management, Derivatives, Financial Modeling, Commercial Banking, Valuation
Education
The University of Chicago 1974 — 1976
Evolutionary Biology
Antioch New England Graduate School, Antioch University
M.S.
Hamilton College
B.A.
Simmons College - Simmons School of Management
mba
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management October 2007 - March 2009
Bank of America April 2004 - October 2007
Fleet Bank June 2002 - March 2004
Fleet Bank February 1998 - June 2002
BankBoston February 1995 - January 1998
Skills
Business Analysis, CRM, Banking, Management, Analysis, Risk Management, Project Management, Integration, Organization Skills, Program Management, Change Management, Training, Business Process, Team Facilitation, SDLC, Credit, Cross-functional Team..., Banking Technologies, User Acceptance Testing, Functional Testing, Delivering projects on..., Relationship Management, Cross-functional Team..., Project Delivery, Software Project..., Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, cum laude
Smith College
B.A.
Vermilion Software June 2015 - Present
Linedata January 2014 - May 2015
Linedata November 2010 - January 2014
Canaccord Adams February 2008 - October 2008
Morgan Stanley & Co January 2000 - January 2008
BankBoston January 1998 - August 2000
Skills
Options, Trading, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Settlement, Swaps, Management, Asset Management, Investments
Education
Boston College 2009 — 2010
MS, Adminstrative Studies
Boston College 1996 — 2000
BS, Business Management
Bentley University 1988 — 1991
Accounting
Truth Technologies, Inc. April 2012 - Present
SunGard January 2009 - June 2010
Haydrian Corporation 2004 - 2008
Independent Consultant 2000 - 2004
BankBoston 1996 - 2000
Citibank 1985 - 1996
Skills
AML, Risk Management, CAMS, Banking, Enterprise Risk..., Superior Client Service, Retail Banking, Pre-sales, Financial Risk, Operational Risk..., Operational Risk, Financial Services, KYC, Back Office, Anti Money Laundering, Management, Business Analysis, Consulting, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance
Arcadia University 1981 — 1985
M.S. in Business Administration, Finance, Accounting
Ironwood Capital May 2000 - Present
SwingBridge Capital June 1999 - September 2001
BankBoston April 1987 - June 1999
Skills
Mergers, Venture Capital, Private Equity, Start-ups, Due Diligence
Education
Babson College 1980 — 1985
BS, Accounting/Finance
Nantucket High School 1976 — 1980
Massachusetts Growth Capital Corp. October 2014 - Present
Massachusetts Growth Capital Corp. January 2011 - October 2014
The Savings Bank - TSB 2004 - 2014
The Provident Bank 2000 - 2004
Fleet Bank 1990 - 2000
Bank of New England, N.A. 1988 - 1990
BankBoston 1986 - 1988
Essexbank 1984 - 1986
Skills
Commercial Mortgages, Commercial Lending, Banking, Asset Based Lending, Small Business Lending, Middle Market, Consumer Lending, Credit, Commercial Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loans, Investments, Financial Analysis, Portfolio Management, Underwriting, Retail Banking
Education
Gordon College 1978 — 1982
B.A., Economics
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
RMHS
University of Delaware
Stonier School, A.B.A. Graduate School of Banking
NSTAR November 2009 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) 2009 - Present
BearingPoint, Inc. December 2001 - November 2009
Liberty Mutual Insurance June 2001 - November 2001
PAREXEL April 2000 - June 2001
BankBoston August 1997 - April 2000
BankBoston June 1995 - August 1997
Blue Cross Blue Shield of Massachusetts October 1993 - May 1995
Landa & Altsher, P.C. November 1989 - September 1993
KPMG Peat Marwick September 1988 - 1989
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1988
MSA, Accounting
Indiana University of Pennsylvania 1980 — 1982
MBA, Accounting & MIS
Comcast Cable March 2015 - Present
Comcast Cable October 2011 - March 2015
Comcast Cable June 2009 - October 2011
Sovereign Bank February 2002 - May 2009
TD Bank Group February 2000 - February 2002
BankBoston 1990 - 2000
BayBank 1990 - 2000
Skills
Team Building, Call Center, Organizational..., Performance Management, Training, Leadership Development, Call Centers, Sales, Coaching, Business Analysis, Vendor Management, Needs Analysis, Program Management, Cross-functional Team..., Customer Retention, Process Improvement, Management, Telecommunications, Job Coaching, Customer Service, Customer Experience, Leadership, Team Leadership
Education
Bay Path University 2005 — 2008
BS, Executive Management
Muir Renovations Managing Director, Global Treasury & Investment ServicesBankBoston1996 - 1999
BankBoston 1994 - 1996
Education
Babson College
MBA, International Business
Boston Public Schools January 2004 - Present
BankBoston August 1986 - May 1995
Skills
Educational Leadership, Published Author, Curriculum Development, Curriculum Design, Customer Service, Nonprofits, Educational Technology, Staff Development, Fundraising, Strategic Planning, Microsoft Office, Public Speaking
Education
University of Massachusetts Boston 1989 — 1992
Master of Education (MEd), Early Childhood Education and Teaching
Babson College 1978 — 1982
Bachelor of Science (BS), Finance, General
Girls Latin School 1972 — 1978
HS, examination school with emphasis on the classics
Eastern Bank September 2005 - Present
Cape Cod Bank and Trust April 1999 - August 2004
BankBoston January 1994 - April 1999
Skills
Commercial Lending, Wealth Management, Loans, Portfolio Management, Banking
Education
Babson College 1982 — 1986
B.S.
worcester academy 1978 — 1982
The Washington Trust Comany 2011 - Present
US Trust Bank of America Private Wealth Management February 2009 - April 2011
US Trust Bank of America Private Wealth Management May 2007 - January 2009
BankBoston 1988 - 2000
Fidelity Investments 1985 - 1998
Fidelity - Strategic Advisors 1985 - 1998
Skills
Asset Allocation, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Wealth Management..., Fixed Income, Equities, Mutual Funds, Estate Planning, Private Banking, Investment Advisory, High Net Worth..., Investments, Portfolio Management
Education
Boston College 1979 — 1983
Brown Rudnick September 2000 - Present
John Hancock Financial Services 1990 - 2000
BankBoston 1984 - 1990
Skills
HRIS, Employee Relations, Employee Benefits, Management, Legal Research, Litigation Support, Nonprofits, Human Resources, Leadership Development, Strategic Planning, Leadership, Securities Regulation, Contract Negotiation, Arbitration, Civil Litigation, Bankruptcy, Process Improvement, Dispute Resolution, Administration, Financial Services, Joint Ventures, Appeals, Corporate Law, Research, Restructuring, Policy, Real Estate, Benefits Administration, Licensing, Mergers & Acquisitions, Due Diligence, Project Management, Corporate Finance, Outlook, Talent Management, Corporate Governance, Privacy Law, Training
Education
Boston College
Bachelor of Science (BS), Accounting
Suffolk University
Master of Business Administration (MBA)
Sandpiper Inn April 2005 - Present
Citigroup April 1998 - December 2010
Citibank April 1998 - October 2010
BankBoston April 1996 - April 1998
BayBank/BankBoston 1978 - 1998
BayBank April 1978 - April 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1980 — 1986
MBA, Computers, Finance
University of Massachusetts Boston 1970 — 1974
BA, History, Education
Blue Hills Bank 2013 - Present
Citizens Financial Group, Inc. 2012 - 2013
Citizens Financial Group, Inc. 2008 - 2012
Citizens Financial Group, Inc. 2001 - 2008
Citizens Financial Group, Inc. 2003 - 2007
Fleet Bank 1998 - 2001
BankBoston 1993 - 1998
PwC 1982 - 1986
Skills
Certified Public..., Banking, Customer Satisfaction, Credit, Due Diligence, Leadership, Retail, Retail Banking, Risk Management, Commercial Lending, Portfolio Management, Loans, Financial Analysis
Education
Babson College 1978 — 1982
BS
Sovereign Bank January 2000 - January 2009
BankBoston September 1998 - May 2000
BankBoston, 15 November 1997 - May 1998
Education
Babson College 1992 — 1993
certificate, computer studies
Henry O. Peabody School
Certificate, Business; Business Writing; Supervisory Skills; Computer Studies
Fleet Bank ( later acquired by Bank of America) 1999 - 2004
BankBoston 1997 - 1998
Accenture 1994 - 1997
Socma Americana S.A. / Sideco Americana S.A. 1993 - 1994
Price Waterhouse 1992 - 1993
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Entrepreneurship and Finance, MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1989 — 1994
Bachelor's Degree, Public Accountant and Business Administration
Sovereign Bank May 2010 - September 2010
Cambridge Vanguard March 2009 - May 2010
Bank of America December 2005 - February 2009
Fleet Bank January 2001 - January 2005
BankBoston January 1997 - January 2001
BayBank January 1992 - January 1997
BayBank September 1985 - January 1992
Skills
Commercial Banking, Credit
Education
Bentley University 1994 — 1995
Finance
University of Massachusetts Lowell 1980 — 1984
Bachelor of Science, Management, Computer Science
Citizens Bank July 2006 - Present
Sovereign Bank June 2000 - March 2006
BankBoston January 1993 - July 2000
Skills
Securities, Banking, Operational Risk..., Bank Secrecy Act, Retail Banking, KYC, Credit, Loans, Operational Risk, AML, Risk Management, Financial Services, Financial Risk, Anti Money Laundering, Enterprise Risk..., Fraud, Mortgage Lending, Commercial Lending
Education
Providence College 2010 — 2013
Bachelor of Science, Organizational Leadership
Becker College 1984 — 1986
Associate of Science, Veterinary Technology
BDC Capital August 2013 - Present
Berkshire Bank December 2009 - August 2013
TD Bank 1999 - 2009
BankBoston 1997 - 1999
BayBank 1986 - 1997
Skills
Credit, Commercial Lending, Workout, Asset Based Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Middle Market, Credit Risk, Commercial Mortgages, Underwriting, Portfolio Management, Banking, Consumer Lending, Loan Origination, Cash Flow Lending, Lines Of Credit, Cash Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
Fairfield University 1982 — 1986
BS, Finance
Merrill Edge February 2014 - Present
Merrill Edge January 2009 - January 2014
Banc of America Investments December 2004 - January 2009
Bank of America May 2004 - December 2004
FleetBoston Financial March 2001 - April 2004
BankBoston June 1999 - February 2001
Skills
Series 7, Relationship Management, Banking, Investments, Risk Management, Customer Acquisition, Business Strategy, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Business Analysis, Financial Modeling, Financial Analysis, Analysis, Business Planning, Analytics, Business Process..., Cross-functional Team..., FINRA, Investment Banking, Start-ups, Strategy, Retail Banking, Retirement Planning, Equities, Asset Management, IRAs, Corporate Finance, Securities, Financial Planning, Bloomberg, Investment Advisory, Retirement, Process Improvement, Private Equity, CRM, Business Development, Fixed Income, Investment Management, Financial Risk, Mergers & Acquisitions, Competitive Analysis, Financial Advisory, Options, Trading, Investment Strategies, Valuation, Uniform Combined State..., Credit
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, Marketing
CohnReznick LLP January 2013 - Present
The Flatley Company July 2010 - November 2012
Silver Bridge Advisors January 2008 - July 2010
WilmerHale June 2005 - June 2010
DJ Gustafson & Co PC August 1997 - June 2005
Ercolini & Company LLP October 1995 - August 1997
BankBoston August 1989 - October 1995
Skills
Tax Preparation, Tax, Income Tax, Tax Research, Microsoft Excel, Financial Analysis, Partnership Taxation, Real Estate, General Ledger, Tax Law, Bookkeeping, Microsoft Word, Trust Administration, Estate Administration, High Net Worth..., Strategic Financial..., Estate Tax Planning, Trusts, Financial Planning
Education
Suffolk University 2003 — 2004
MS, Taxation
Bentley University 1982 — 1986
BS, Accounting
The Hanover Insurance Group October 2013 - Present
Hanover Insurance June 2009 - October 2013
Liberty Mutual Group February 2005 - June 2009
Liberty Mutual Group October 2003 - February 2005
Thomas Weisel Partners April 2001 - March 2003
SunTrust Robinson Humphrey December 1999 - April 2001
BankBoston 1997 - 1999
Skills
Insurance, Property, Analysis, Financial Analysis, Management, Mergers, Financial Modeling, Leadership, Business Analysis, Strategic Planning, Analytics, General Insurance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS Finance, Finance
University of Rhode Island 1993 — 1996
BS, Finance, Marketing
CASEY CPA February 1998 - Present
BankBoston 1994 - 1998
BankBoston 1992 - 1994
Liberty Mutual Insurance August 1991 - December 1992
Ernst & Young August 1988 - August 1991
Skills
Accounting, Budgets, Coaching, CPA, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Office, Relating to Clients, Customer Service, Entrepreneurship, Tax Preparation
Education
Babson College 1984 — 1988
BS, Accounting
New Beginnings Medical October 2014 - Present
Vista Travel Inc. January 2007 - Present
Parasol Patio Furniture March 2012 - May 2014
Munder Capital Management January 2003 - January 2006
BankBoston June 1996 - January 1998
Bombard European Balloon Adventures January 1993 - July 1996
Skills
Investments, Marketing Strategy, Market Research, Selling, Team Building, Direct Sales, Contract Negotiation, Market Analysis, New Business Development, Microsoft Office, Public Relations, International Business, PowerPoint, Real Estate, Business Development, First Time Home Buyers, Customer Service, Strategic Planning, Start-ups, Business Planning, Sales Management, Negotiation, Microsoft Excel, Leadership, Sales, Marketing, Honeymoons, Competitive Analysis, Adventure Travel, Event Management
Education
Virtuoso Voyager Club Host 2010 — 2015
Certified, Luxury cruise line group host
US Army Medical Corps 1988 — 1991
Honorable Discharge & Gulf War Veteran, Combat Medic
Boston College 1989 — 1990
SST Travel Academy 1985 — 1985
Graduate, Tourism and Travel Services Marketing Operations
Stephens College 1982 — 1984
Anthropology
San Diego Mesa College 1980 — 1981
American School of Mallorca, Spain 1977 — 1980
Fidelity Investments November 2000 - Present
BankBoston May 1978 - September 2000
Education
Bentley University 1976 — 1981
BS, Accounting
Regions Financial Corporation September 2014 - Present
RBS Citizens Financial Group April 2014 - August 2014
RBS Citizens Financial Group November 2006 - April 2014
Sovereign Bank March 2000 - November 2006
BankBoston October 1996 - March 2000
BayBank October 1992 - October 1996
Barclays Bank PLC December 1986 - January 1992
Education
Boston College - Carroll School of Management
MBA
Northeastern University
B.S./B.A.
Berklee College of Music
US Trust - Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
BankBoston 1997 - 2000
Fleet National Bank 1992 - 1997
RI Hospital Trust National Bank 1987 - 1992
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Fixed Income, Risk Management, Microsoft Office, CFP, Wealth Management, Strategic Planning, Alternative Investments, Asset Allocation, Mutual Funds, Trading, Due Diligence, PowerPoint, Microsoft Word, Investment Strategies, Investment Advisory, Banking, Retirement Planning, Investment Management, Financial Markets, Certified Financial..., Finance, Credit
Education
Boston College
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University
Bachelor of Science (BS), Biology/ Environmental Studies
RBS Citizens Financial Group, Inc. January 2015 - Present
STATE STREET CORPORATION 2000 - 2013
Investments Bank & Trust 2006 - 2008
State Street Bank 2003 - 2006
BankBoston 1997 - 2000
Skills
Corporate Actions, Mergers & Acquisitions, Fund Accounting, Derivatives, Fund Administration, Back Office, Middle Office, Banking, Settlement, Hedge Funds, Capital Markets, Management, Mutual Funds, Fixed Income, Equities, Bloomberg, Financial Services, Securities, Alternative Investments, Risk Management, Portfolio Management, Finance, Asset Management, Investments, Business Analysis, Account Reconciliation, Internal Audit, Financial Analysis, Analysis, Investment Banking
Education
Alexandria University
Bachelor's degree, Accounting and Finance
Citizens Bank July 2007 - Present
Bank of America June 1986 - June 2007
BankBoston 1986 - 1996
Citi 1983 - 1986
Skills
Loans, Credit, Risk Management, Credit Analysis, Portfolio Management, Capital Markets, Commercial Banking, Banking
Education
Boston College
Bachelor of Science (BS), Economics
Rockland Trust October 2004 - Present
Sovereign Bank June 2001 - September 2004
BankBoston June 1999 - June 2001
Skills
Commercial Real Estate, Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Mortgages, Credit Risk, Loan Origination, SBA, I attended the credit..., I lived in Colombia for..., Credit Analysis, Banking, Credit, Portfolio Management, Commercial Banking, Loans, Financial Analysis, Underwriting, Financial Structuring, Corporate Finance, Finance, Risk Management, Financial Risk, Retail Banking, Relationship Management, Analysis, Consumer Lending
Education
Babson College 1994 — 1997
Bachelor of Science (B.S.), Finance