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
Martha Muldoon Communications 2012 - Present
Work and Family Researchers Network 2006 - 2012
Cambridge Hill Partners 2003 - 2009
Massachusetts Institute of Technology 2000 - 2004
Walsh Brothers, Inc. 2003 - 2003
BankBoston 1995 - 2000
Skills
Project Management, Writing and Editing, Website Content, Communications Materials, Qualitative Research, Copyediting, Proofreading, Presentation Development, Proposal Writing, Management Consulting, Strategic Communications, Blogging, Editing, Web Content, Copy Editing, Nonprofits, Strategic Planning
Education
Simmons School of Management 1994 — 1995
MBA
Boston College
BA
Mansfield Public Schools August 2010 - Present
Massachusetts School Counselors Association July 2013 - Present
Massachusetts School Counselor Association July 2005 - September 2010
Mansfield High School August 2004 - August 2010
Anchor Insurance September 2000 - August 2004
Cape Cod Sea Camps June 2000 - August 2003
BankBoston April 1994 - June 2000
Inkadinkado August 1993 - April 1994
Skills
Curriculum Development, Educational Leadership, Student Affairs, Counseling Psychology, Career Counseling, Staff Development, Admissions, Higher Education, Special Education, Communication, Teaching, Lesson Planning, Tutoring, Strategic Planning, Fundraising, Volunteer Management, Account Management, K-12
Education
Boston College 2002 — 2004
Master of Education (MEd), Counseling Psychology
Northeastern University 1995 — 1995
Certificate Program, Paralegal
University of Vermont 1989 — 1993
Bachelor of Arts (BA), Poitical Science/Medieval History/Business
PNC Bank 2000 - Present
BankBoston 1995 - 2000
Chemical Bank 1986 - 1995
Skills
Business Strategy, Strategic Planning, Negotiation, Business Planning, Financial Analysis, Finance, Risk Management, Management, International Business, Credit Analysis
Education
Thunderbird School of Global Management 1978 — 1978
MIM, Finance/Marketing
Boston University Questrom School of Business 1971 — 1975
Rockland Trust September 2013 - Present
Rockland Trust and Independent Bank Corp. April 2008 - Present
Rockland Trust 2002 - 2008
BankBoston 1996 - 1998
Education
Boston College, The Carroll School of Management
Master of Science in Finance
Bridgewater State University
Bachelor's Degree, Finance
CFA Society of Dallas - Fort Worth September 2009 - Present
Sentinel Trust Company, LBA March 2015 - Present
U.S. Trust/Bank of America Private Wealth January 2008 - February 2015
United States Trust Company August 1998 - December 2007
Citizens Bank August 1995 - August 1998
BankBoston June 1992 - August 1995
Scudder Investments July 1987 - May 1992
Skills
Portfolio Management, Wealth Management..., High Net Worth..., Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Asset Allocation, Private Wealth..., Philanthropy, Wealth Management, Finance, Fixed Income, Strategic Financial..., Financial Modeling, Estate Planning, Real Estate Investor, Superior Client Service, Equity Research Analysis, Equities, Derivatives, Public Speaking, Non-profits..., Investment Management, Private Equity, Equity Research, Financial Advisory
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
Wabash College 1983 — 1987
Bachelor of Arts (BA), Economics, International Relations
Bank of America January 1990 - Present
Bank of America 1990 - Present
BankBoston 1990 - 2000
Mellon Bank 1983 - 1990
Skills
Treasury Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA, Marketing and Finance
Boston College 1975 — 1979
BS, Marketing
Fairfield Prep 1971 — 1975
High School
Bank of America July 2010 - February 2014
Credit Suisse First Boston July 2001 - August 2006
Bank One May 2000 - July 2001
BankBoston December 1999 - April 2000
Bank of Tokyo-Mitsubishi October 1997 - November 1999
Societe Generale January 1996 - October 1997
Bank of America November 1994 - December 1995
Banca Cremi June 1993 - November 1994
Skills
Internal Audit, Banking, Internal Controls, Auditing, Finance, Account Reconciliation, Accounting, Financial Audits, Financial Services, Financial Statements, GAAP, Loans, Financial Risk, Credit
Education
Universidad Nacional Autónoma de México 1990 — 1994
Accountant, Accounting
Universidad Nacional Autónoma de México 1999 — 2002
MBA, Finance
Central Piedmont Community College 2008 — 2010
Associate, Accounting Program
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Digital Insight January 2015 - Present
Bank of America March 2011 - June 2014
Bank of America March 2010 - March 2011
Bank of America January 2009 - March 2010
Bank of America July 2007 - December 2008
Bank of America July 2004 - July 2007
Fleet Bank 2002 - July 2004
Meridien Research January 2000 - April 2002
BankBoston June 1995 - December 1999
Skills
Market Research, Product Development, Product Management, Treasury Services, Commercial Banking, Payments, Cash Management, Treasury Management, Banking, Vendor Management, Strategy, Portfolio Management, E-commerce, Analysis, Cross-functional Team..., Segmentation
Education
Brown University 1991 — 1995
AB, Anthropology
Hastings PTA 2010 - Present
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Fleet Bank 1999 - 2004
BankBoston 1998 - 1999
Skills
Competitive Analysis, CRM, Cross-functional Team..., Leadership, Management, Data Analysis, Email Marketing, Marketing Strategy, Product Management, Marketing, Program Management, Lead Generation, Strategic Planning
Education
Boston University
MBA
University of Massachusetts, Amherst
BBA, Business Administration and Management
The Capital Group Financial Advisors, Inc. 1995 - Present
Goldman Sachs 1991 - 1995
BankBoston 1988 - 1991
UBS 1985 - 1988
Skills
Alternative Investments, Investments, Estate Planning, Asset Managment, Securities, Wealth Management, Private Equity, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Retirement, Financial Advisory
Education
Brown University 1981 — 1985
Bachelor's degree, Economics & Political Science
Phillips Exeter Academy 1980 — 1981
Citizens Bank January 2015 - Present
Applestar Productions January 1999 - Present
New England College of Business and Finance February 2013 - November 2014
New England College of Business and Finance October 2009 - September 2012
Mimeo.com June 2007 - October 2008
MultiPlan February 2001 - June 2007
PHCS February 2001 - June 2007
Private Healthcare Systems February 2001 - June 2007
Staples December 1999 - January 2001
BankBoston October 1996 - December 1999
Skills
Instructional Design, Problem Analysis, Evaluation, Experiential Learning, Social Learning, Learning Solutions, Learning Styles, Curriculum Design, Curriculum Development, E-Learning, Online Training, Blended Learning, Instructor-led Training, Classroom Instruction, Distance Learning, Webinars, Instructional Technology, Educational Technology, Web-based Training, Learning Technology, Blended Learning..., Training Delivery, ILT, Needs Analysis, Course Development, Lesson Planning, Classroom, Faculty Development, Teacher Training, Performance Consulting, Workshop Facilitation, Adult Education, ESL, Literacy, Workplace Learning, MBTI, Bible, Leadership, Training, Program Management, Teaching, Organizational..., Higher Education, Staff Development
Education
Capella University 2004 — 2006
PhD, Adult Education
Capella University 1999 — 2004
MS, Online Instructional Design
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1984
33 credits, Elementary Education
The College of New Jersey 1976 — 1980
BS, Special Education
Fidelity Investments October 2000 - Present
Fidelity Investments October 2000 - December 2010
BankBoston 1998 - 2000
Skills
Series 24, Investments, Series 7, Securities, Series 63, Business Analysis, Mutual Funds, Equities, Business Process...
Education
Bryant University 2006 — 2007
Master of Business Administration (MBA)
Providence College 1989 — 1993
BS
Université de Fribourg/Universität Freiburg 1991 — 1992
Bishop Stang High School 1985 — 1989
ParkertorresInc May 2013 - Present
BVP Inc. (Commercial Real Estate Management and Development) 2003 - Present
FLEETBOSTON FINANCIAL 2001 - 2003
FLEETBOSTON FINANCIAL 1999 - 2001
BankBoston 1998 - 1999
BANKBOSTON CORPORATION 1995 - 1998
RECOLL MANAGEMENT CORPORATION 1991 - 1995
BANK OF NEW ENGLAND 1983 - 1991
Skills
Strategic Planning, Bilingual, Risk Management, Risk Assessment, Financial Risk, Mergers & Acquisitions, Reporting & Analysis, Financial Services, Project Management, Loss Prevention, Fraud Detection, Process Improvement, Management Consulting, Internal Audit, Performance Auditing, Team Leadership, Leadership Development, Supervisory Experience, Commercial Banking, Commercial Real Estate, Corporate Fraud, Presenting to Senior..., Performance Reporting, Diversity Training, Cultural Diversity, College Recruiting, Volunteer Recruiting, Cross-functional Team..., Consumer Lending, Retail Banking, Quality Assurance, Operational Risk..., Accounting, Integration, Banking, Public Speaking
Education
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS), Accounting
Cox Communications March 2004 - Present
Cox Communications December 2002 - March 2004
Cox Communications March 2001 - December 2002
Eastern Bank January 2001 - April 2001
Keyport Life Insurance October 2000 - January 2001
BankBoston January 1998 - October 2000
Rhode Island Hospital Trust/ BankBoston December 1995 - January 1998
Skills
Training, Call Centers, Leadership, Telecommunications, Process Improvement, Coaching, Team Building, Management, Change Management, Account Management, Talent Management, Performance Management, Sales Process, Strategic Planning, Franklin Covey Training, Banking, Consulting, Retail Sales, People Leader, Transition Training, Gap Analysis, Customer Service, Vendor Management, Sales
Education
Bryant University
Bachelor of Science in Business Administration, Marketing
Sonos, Inc. April 2014 - Present
Harmonix Music Systems April 2013 - April 2014
Warner Bros. Games / Turbine July 2012 - March 2013
Warner Bros. Games / Turbine April 2010 - July 2012
Turbine, Inc. January 2006 - April 2010
MarketSoft September 2001 - February 2005
Chimera Entertainment, Inc. 1999 - 2003
eDialog January 2001 - August 2001
iCast May 2000 - January 2001
BankBoston August 1998 - May 2000
Skills
MMO, Quality Assurance, Agile Methodologies, Agile Testing, Agile Project Management, Test Automation, Test Management, Test Planning, Software Engineering, Engineering Management, Software Quality..., Quality Management, Video Games, Game Development, Perforce, Product Development, Project Planning, Team Building, Team Leadership, Project Management, Integration, Online Gaming, Scrum, Testing, Web Development, JIRA, Product Management, E-commerce, Xbox 360, Mobile Games, Cross-functional Team..., Bug Tracking, Console, Enterprise Software, Regression Testing, Mobile Applications, MMORPG, Certified Scrum Master..., Manual Testing, Strategy, Software Development, Management, Process Improvement, Software Project..., Test Cases, Test Strategy, SDLC, Mobile Devices, Confluence, Web Applications
Education
Brandeis University 1995 — 1997
BA, Comparative Literature, History
Dickinson College 1994 — 1995
Bachelor’s Degree, English
Clark University 2000 — 2000
Certification, Webmaster
TD Ameritrade June 2012 - Present
ING April 2006 - December 2011
Persumma 2000 - 2001
BankBoston January 1995 - February 2000
BankBoston February 1992 - December 1994
BankBoston February 1990 - January 1992
Skills
Mutual Funds, Series 7, Financial Services, 401k, Series 63, Sales, Series 6
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1986
MBA, Marketing, Finance
Bowling Green State University 1980 — 1984
BSBA, Marketing
Loyola University July 2012 - Present
Boston College - Carroll School of Management June 2007 - August 2012
Citrix Systems, Inc. September 2004 - August 2005
BankBoston May 2000 - August 2002
Skills
SPSS, Stata, NVivo, Excel, PowerPoint, Prezi, Entrepreneurship, Microsoft Excel, Translation, Leadership, Organizational Behavior, New Business Development, Higher Education, College Teaching, Qualitative Research, Research, Statistics, Data Analysis, Nonprofits, Public Speaking, Program Development, Spanish, Organizational..., Economics, Leadership Development, Analysis, Fundraising, Change Management, Teaching, Management Consulting, Management, Research Design, Program Evaluation, University Teaching, Grant Writing, Student Affairs, Theory, Student Development, Academic Writing, Quantitative Research, Community Outreach, Survey Design, Policy Analysis, Lesson Planning, Psychology, Lecturing, Educational Research, Curriculum Design, Editing, Staff Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2013
Ph.D., Organization Studies
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MSOS, Organization Studies
University of Miami - School of Business 2000 — 2004
BBA, Finance, Accounting, Business Administration
Consigli Construction January 2009 - February 2013
Liberty Mutual July 2006 - May 2007
Iron Mountain, Inc. December 2003 - April 2006
Pepsi Bottling Group November 1999 - November 2003
BankBoston July 1998 - November 1999
Bank of Boston September 1996 - July 1998
Bank of Boston July 1994 - July 1996
Federal Deposit Insurance Corporation July 1990 - August 1993
Ernst & Young March 1988 - May 1989
Bankers Trust Company 1987 - 1988
Skills
Financial Reporting, Auditing, Risk Management, General Ledger, Corporate Governance, Banking, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Internal Audit, Analysis, Tax, Forecasting
Education
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
CVS Health June 2015 - Present
CVS Caremark Corporation June 2012 - Present
Bryant University August 2009 - Present
CVS Caremark Corporation November 2009 - June 2012
Tyco Fire Suppression & Building Products January 2008 - April 2009
Tyco Fire & Building Products October 2006 - 2007
Citizens Bank 2004 - 2006
Boston Financial Data Services 1999 - 2004
BankBoston 1994 - 1999
Skills
Instructional Design, Project Management, Team Leadership, Organizational..., Leadership Development, Teambuilding, Team Building, Training, Workshop Facilitation, Coaching, Leadership, Program Management, Human Resources, Staff Development, Management, Succession Planning
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Masters in Education, Human Resources Development
Bryant University 2001 — 2004
CFP, Financial Planning
Boston College 1988 — 1992
B.A., English
Bank of America October 2009 - Present
Bank of America April 2004 - October 2009
FleetBoston Financial March 1999 - April 2004
BankBoston 1997 - March 1999
Fidelity Investments 1995 - 1997
Bank of Boston 1994 - 1995
Bank of Boston January 1991 - 1994
Bankof New England August 1988 - January 1991
Skills
Finance, Accounting, Banking, Financial Analysis, Risk Management, Financial Services, Financial Modeling, Financial Risk, Corporate Finance, Strategic Financial..., Process Improvement, Change Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1998
Masters, Finance
Penn State University 1984 — 1988
Bachelors, Finance & Economics
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
Regulatory Compliance, LLC March 2012 - Present
Craig D. Moreshead, Attorney at Law October 2011 - May 2012
Lincoln Financial Group and Jefferson Pilot Financial June 1998 - September 2011
BankBoston October 1996 - May 1998
Banc One Corp. April 1995 - June 1996
U.S. District Court - The Honorable George C. Smith September 1994 - December 1994
Skills
Corporate Governance, Securities Regulation, Compliance, Investment Advisory, Mutual Funds, Litigation, Securities, Securities Law, Arbitration, Corporate Law, Risk Management
Education
Capital University Law School 1993 — 1996
JD, Law
Hofstra University 1986 — 1990
BA, Economics & Political Science
Deering High School
Bay Capital Investment Partners November 2013 - Present
Star Mountain Capital, LLC 2012 - Present
Perseus Finance, L.L.C. 2010 - 2012
MetLife 2006 - 2010
Webster Growth Capital 2004 - 2006
Citizens Capital 1999 - 2004
BankBoston 1992 - 1999
Bank of New England 1987 - 1992
Skills
Mezzanine debt sourcing..., Private Equity and..., Managing fixed income..., Investments, Private Equity, Capital Markets, Portfolio Management, Alternative Investments, Equities, Finance, Credit, Loans, Mezzanine, Leveraged Finance, Commercial Banking, Mutual Funds, Commercial Lending, Middle Market, Underwriting
Education
Boston University Questrom School of Business 1996 — 1999
MBA, Finance
Oklahoma State University 1979 — 1983
B.S., Finance
Rinck Advertising, Inc. June 2011 - Present
Local Thunder March 2009 - June 2010
BrandPartners November 2008 - November 2009
Victory Branding January 2002 - March 2009
BankBoston January 1999 - June 2000
Lippincott & Margulies December 1997 - January 1999
Mercer Management Consulting January 1995 - December 1997
Temple, Barker & Sloane July 1989 - January 1995
foote cone & belding December 1988 - August 1989
Saatchi & Saatchi Advertising February 1986 - May 1987
Skills
Digital Marketing, Online Advertising, Strategy, Strategic Partnerships, Segmentation, Brand Development, Marketing Strategy, Strategic Planning, Marketing, Start-ups, Advertising, Social Media Marketing, B2B, Business Strategy, Marketing Communications
Education
Harvard Business School 1987 — 1989
MBA
Bowdoin College 1978 — 1982
B.A., Economics/Government, Summa Cum Laude
The London School of Economics and Political Science (LSE) 1980 — 1981
General Course, Economic History
Bee Direct Marketing July 2013 - Present
GreatNonprofits 2012 - Present
engajer December 2013 - Present
Symantec November 2006 - June 2013
Intuit 2004 - October 2006
Intuit 2003 - 2004
Intuit 2001 - 2003
Webvan January 1999 - January 2001
BankBoston 1998 - 1999
BankBoston 1997 - 1998
Skills
People Management, Direct Marketing, Team Management, Online Marketing, Customer Lifecycle..., Presentation Development, Lead Generation, Marketing Communications, Marketing Strategy, Website Promotion, Product Marketing, Talent Acquisition, Loyalty Marketing, Budget Management, Market Planning, Employee Hiring, Organizational Design, Online Advertising, Management, Product Management, Go-to-market Strategy, Social Media, Social Media Marketing, SEM, Salesforce.com, Budgets, CRM, Cross-functional Team..., Email Marketing, Integrated Marketing, Analytics, Marketing Management, Sales Enablement, Selling, Marketing, Strategy, Multi-channel Marketing, Strategic Partnerships, B2B Marketing, Public Relations, Corporate Communications, Demand Generation, Customer Acquisition, Strategic Planning, Web Marketing, Direct Mail, Marketing Automation, Digital Marketing, E-commerce, Start-ups
Education
Boston University - School of Management 1995 — 1997
MBA, Business Administration
Southern Methodist University 1988 — 1992
Bachelor of Arts, Journalism and Spanish, with a minor in Business
Harvard Business School
Silicon Valley Bank Vice President - Life Science PracticeSilicon Valley BankJuly 2006 - December 2013
Bank of America 2003 - 2005
Fleet Bank 2000 - 2003
BankBoston 1999 - 2000
Bank Boston 1990 - 1999
Education
Bryant University
B.S., Business
Bank of America January 2004 - Present
Fleet Bank 2000 - 2004
Bank of Boston 1981 - 2000
BankBoston 1981 - 2000
Skills
Credit, Middle Market, Banking, Risk Management, Leveraged Finance, Credit Risk, Commercial Lending, Credit Analysis, Investments, Investment Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Mergers, Fixed Income, Loans, Structured Finance, Financial Modeling, Commercial Banking, Finance, Valuation, Emerging Markets, Restructuring, Corporate Finance, Derivatives, Private Equity, Financial Services, Equities, Financial Risk, Asset Management, Hedge Funds, Securities, Treasury Management
Education
Brown University 1977 — 1981
AB, Economics
Avaxia Biologics April 2012 - Present
Dalia Bernotas, CPA, CDFA May 2010 - April 2012
Alkon & Levine, P.C. - Accountants November 2007 - June 2010
NEHRA 2007 - 2010
Russells Garden Center 2004 - 2007
H&R Block January 2005 - May 2005
BankBoston 1994 - 1997
Design-Science International 1990 - 1994
BayBank Systems 1983 - 1986
Coopers & Lybrand July 1980 - December 1982
Skills
Accounting, General Ledger, Accounts Payable, Management, QuickBooks, Budgets, Accounts Receivable, Mergers & Acquisitions, Tax, Financial Statements, Auditing, Account Reconciliation, Invoicing, Human Resources, Analysis, Financial Reporting, Banking, Marketing, Internal Controls, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1993
MBA, Marketing
Stonehill College 1976 — 1980
Bachelors in Business Adminsitration, Accounting
Brilliant Star Coaching 2006 - Present
FleetBoston Financial 1999 - 2000
BankBoston 1996 - 1999
BayBank 1981 - 1996
Education
Coach U 2006 — 2008
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Brandeis University
B.A., Comparative Literature
Herter Associates, LLC June 2004 - Present
Fleet Bank June 2001 - June 2004
Fleet Bank June 1999 - June 2000
BankBoston January 1990 - June 1999
St. George's School, Newport, RI September 1976 - June 1991
Skills
Banking, Capital Markets, Financial Analysis, Credit, Portfolio Management, Credit Analysis, Management, Finance, Loans, Corporate Finance, Commercial Lending, Investments, Credit Risk, Structured Finance, Valuation, Commercial Banking
Education
Brown University 1981 — 1982
Masters, Classics
Bowdoin College 1972 — 1976
BA, Classics and Economics
Quality Interactions, Inc. February 2015 - Present
Courton Brown Consulting July 2013 - Present
Quality Interactions January 2014 - February 2015
Charlotte Golar Richie for Mayor July 2013 - September 2013
The Efficacy Institute September 2009 - July 2013
Bank of America January 2004 - August 2009
Fleet Bank October 1999 - January 2003
BankBoston 1992 - 1999
Travelers April 1988 - March 1992
Skills
Program Development, Policy, Public Speaking, Philanthropy, Program Management, Staff Development, Community Outreach, Workshop Facilitation, Leadership, Public Relations, Strategy, Grant Writing, Community Development, Grants, Training, Entrepreneurship, Coaching, Budgets, Team Building, Marketing, Event Management, Change Management, Management, Teaching, Corporate Social..., Social Media, Program Evaluation, Higher Education, Government, Strategic Leadership, Social Networking, Proposal Writing, Public Policy, Marketing Communications, Editing, Fundraising, Strategic Planning, Non-profits, Strategic Communications, Media Relations, Policy Analysis, Board Development, Executive Management, Non-profit..., Strategic Partnerships, Conflict Resolution, Event Planning, Volunteer Management, Nonprofits, Leadership Development
Education
Boston University 2015 — 2016
Master of Science (MS), Health Communication
Boston University 1979 — 1983
BA, Economics and Urban Studies
Maggie Chernin Consulting 1990 - Present
Northeastern University 2007 - Present
Oxfam America March 2011 - Present
Tufts University 2004 - Present
BankBoston 1984 - 1990
The New England 1981 - 1984
Skills
Leadership Development, Higher Education, Organizational..., Executive Coaching, Training, Leadership, Team Building, Customer Service..., Management, Change Management, Workshop Facilitation, Management Consulting, Organizational..., Coaching
Education
Boston University
M.ED
Cedar Crest College
Rocket Fuel Inc. January 2015 - Present
Lithium Technologies January 2013 - January 2015
LivingSocial May 2011 - December 2012
Salesforce.com 2009 - May 2011
Electronic Arts 2007 - 2009
Yahoo January 2004 - September 2007
CNET Networks 2000 - 2003
BankBoston 1998 - 2000
Putnam Investments 1993 - 1998
Skills
Onboarding, Talent Acquisition, Performance Management, Talent Management, Recruiting, Start-ups, Strategic Partnerships, Human Resources, Employee Relations, Employee Engagement, Applicant Tracking..., Leadership, Organizational..., CRM, Workforce Planning, Leadership Development, Internet Recruiting
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
Bryant University
BA
Suddenlink Communications July 2006 - Present
AAT Communications August 2003 - July 2006
TD Securities September 1997 - August 2003
BankBoston 1991 - 1997
Skills
Executive Management, Team Leadership, Finance, Financial Analysis, Capital Markets, Treasury Services, Mergers & Acquisitions, Strategic Planning, Budget Process, Valuation, Corporate Finance, Due Diligence
Education
Boston University Graduate School of Management 1986 — 1988
MBA, Business, Graduated with High Honors, First in Class
Cornell University 1976 — 1980
BA, Biology
Tick Tock non profit May 2015 - Present
SB Workshops September 2011 - Present
TONI&GUY January 2007 - Present
Salon BeLor Inc September 2004 - Present
Bethany Wing September 1998 - Present
WorldCare 1999 - 2003
BankBoston 1998 - 1999
Attitash October 1997 - July 1998
Chase Manhattan Corporation September 1996 - 1997
Fidelity Investments September 1995 - September 1996
Skills
Small Business..., Cosmetics, Beauty Industry, Fashion, Photo Shoots, Hair Cutting, Fashion Shows, Beauty, Runway, Salons, Makeup Artistry, Skin Care, Small Business, Styling, Weddings, Spa, Customer Service, Social Media
Education
LIBS 1998 — 1999
Cosmetology
Cape Cod Community College 1993 — 1994
Visual Arts
Redken Exchange NY
Certified, Cosmetology
Tony and Guy Advanced Acedemy NY
Cosmetology
Middlesex Savings Bank Senior Vice PresidentFleet Bank2000 - 2003
BankBoston 1995 - 2000
Skills
Mergers & Acquisitions, Commercial Banking, Banking, Credit, Investments, Valuation, Loans, Loan Origination, Capital Markets, Due Diligence, Corporate Finance, Credit Risk, Retail Banking, Credit Analysis, Commercial Lending, Financial Modeling, Small Business Lending, Financial Services, Finance, Financial Analysis, Cash Management, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Strategic Planning, Portfolio Management, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Cigna November 2014 - Present
Preventure, Inc. October 2013 - November 2014
Preventure July 2011 - October 2013
Forest Laboratories March 2011 - July 2011
Publicis Selling SolutionsR October 2010 - March 2011
GlaxoSmithKline February 2004 - October 2010
Blue Cross Blue Shield of Rhode Island August 2000 - January 2004
BankBoston September 1996 - July 2000
Fitcorp January 1993 - August 1996
Skills
Account Management, Public Speaking, Team Building, Project Management, Wellness, Managed Care, Health Promotion, Healthcare, Health Education, Fitness, Coaching, Nutrition, Workflow Management
Education
Bridgewater State University 1996 — 2001
Teacher of Health K-12, Post Baccalaureate Program
University of Massachusetts, Amherst 1990 — 1994
B.A., Fitness Management
Bridgewater State College 1996 — 2002
M.Ed, Health Promotion Coursework
Fidelity Investments November 2010 - Present
Fidelity Investments January 1999 - October 2010
BankBoston May 1995 - December 1998
BayBank October 1979 - April 1995
Skills
Consulting, Social Influence, 401k, Defined Benefit, Pensions, Retirement, Series 7, Series 63, Relationship Management, Financial Services, Mutual Funds, Asset Allocation, Process Improvement, Employee Benefits, Retirement Planning, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
MBA, Business Administration, Management and Operations
Stonehill College 1992 — 1998
BA, Criminal Justice
The Business Development Company of Rhode Island May 1995 - Present
The Business Development Company of Rhode Island 1995 - 2009
BankBoston 1990 - 1995
Eastland Bank 1985 - 1990
Skills
Mergers, Private Equity, Financial Analysis, Banking, Entrepreneurship, Change Management, Financial Modeling, Start-ups, Team Building, Strategic Planning, Strategic Partnerships, Loans, Business Strategy, Small Business Lending, Acquisition Integration, New Business Development, Commercial Lending, Risk Management, Funding, Executive Management, Mergers & Acquisitions, Management Consulting, Credit Analysis, Credit, Due Diligence, Venture Capital, Finance, Cash Flow, Restructuring, Asset Based Lending, Portfolio Management, Leadership, Business Development, Commercial Banking, Underwriting, Small Business, Management, Business Planning, Loan Origination, Credit Risk
Education
University of Rhode Island 1985 — 1985
MBA
Bucknell University 1976 — 1979
Bachelor of Arts, Economics
IBM December 2012 - Present
IBM July 2000 - December 2012
BankBoston July 1990 - January 2000
Skills
Leadership, Strategic Planning, Sales Enablement, Solution Selling, Enterprise Software, Cloud Computing, Management, Business Strategy, Business Process, CRM, Strategy, Cross-functional Team..., Business Development, Vendor Management, Mergers & Acquisitions, Account Management, Sales Management, Product Marketing, Strategic Partnerships
Education
Boston University Questrom School of Business 1997 — 2000
MBA, General Management
Tufts University 1986 — 1990
Bachelor of Arts (BA), International Relations
The Happiness Report 2010 - Present
Ibis Consulting Group 2007 - 2010
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Fleet Bank 2001 - 2001
BankBoston 1994 - 2000
BayBank 1991 - 1994
BayBank Systems, Inc. 1987 - 1990
Skills
Talent Management, Program Management, Social Media
Education
Boston University
M. Ed.
Boston University
B.A.
Periwinkle Handwovens 1986 - Present
Blue Heron Yarn Studio 2003 - 2008
BankBoston January 1991 - June 1995
League of New Hampshire Craftsmen 1986 - 1987
Fidelity Investments August 1982 - August 1985
Skills
Textile Design, Wovens, Retail, Apparel, Small Business..., Social Media, Weaving, Textiles, Management, Art, Account Management, Marketing Management, Graphic Design, Store Management, Sculpture, Merchandising, Small business..., Photoshop, textile production, Retail Management, Sales, Strategic Planning, Leadership, Event Management
Education
Boston University 1979 — 1981
BA, Geography
Walnut Hill, Natick, MA 1974 — 1976
Rhode Island School of Design
Fiber, Textile and Weaving Arts
Research and Analysis September 2014 - Present
TD Bank June 2009 - August 2014
Sovereign Bank January 2004 - January 2009
Sovereign Bank January 2000 - January 2004
BankBoston January 1997 - January 2000
Skills
Credit, Loans, Customer Relations, Financial Analysis, Retail Banking, Compliance, Sales Management, Strategic Planning, Negotiation, Mortgage, Coaching, Analysis, Problem Solving, Banking, New Business Development, Team Building, Team Leadership, Mentoring, Product Development, Excel, Microsoft Office, Research, Process Improvement, Marketing Strategy, Business Strategy, Public Speaking, Risk Management, Microsoft Excel, Mortgage Lending, Business Planning, Sales, Access, Commercial Banking, Leadership, Small Business Lending, Customer Service, Portfolio Management, Cross Selling, Management, Credit Risk, Commercial Lending, CRM, Training, Relationship Management, Consumer Lending, Finance, Marketing, Credit Analysis, Branch Banking, Mergers & Acquisitions
Education
NetWork RI
Cambridge College 1995 — 1997
Master’s Degree, Business Management
Boston University 1988 — 1992
BS, Interdisciplinary Studies/ Human and Social Sciences
University of Helsinki 1990 — 1992
Political science, social science
New England College of Business 2007 — 2008
Bank Branch Management certification, Branch Management
Motivis Learning October 2014 - Present
Southern New Hampshire University October 2013 - December 2014
Eduventures Inc July 2004 - October 2013
Fleet National Bank February 2001 - May 2004
Flashcom January 2000 - January 2001
BankBoston September 1997 - December 1999
Skills
Salesforce.com, SaaS, CRM, Integration, Project Management, Software Development, Management, Product Development, Leadership, Program Management, Data Analysis, Agile Methodologies, Product Management, Cloud Computing, Strategy, Web Applications
Education
Boston University 2002 — 2005
BS, Computer Science
Fairfield University 1994 — 1998
Performegy LLC August 2015 - Present
Bank of America September 1991 - February 2015
FleetBoston 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1991 - 1996
Skills
Management, ITIL, Leadership, Vendor Management, Unified Communications, Microsoft Licensing, IT Strategy, Regulatory Requirements, Strategy, Product Management, Integration, IT Management, Six Sigma, Financial Services, Process Improvement, IT Service Management, Managerial Finance, Cloud Computing, Global Delivery, Production Support, Collaborative Problem..., Distributed Team..., Coaching, Program Management, Acquisition Integration, Business Communications, Risk Management, SharePoint, IT Infrastructure..., Microsoft Office, IT & Business Strategy..., IT as a Service, Technology Architecture, Backup Solutions, IT Operations, Financial Management, Operational Risk, IT Project & Program..., Microsoft Exchange, IBM XIV, HP EVA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Organizational Behavior and Finance
Brandeis University 1981 — 1985
B.A, Economics
Coursera
Python - Programming for Everyone, Statement of Accomplishment with Distinction - May 2015
reacHIRE 2015 - Present
Eaton Vance 1999 - 2006
BankBoston 1998 - 1999
Education
Bowdoin College 1994 — 1998
Bachelor of Arts
Dana Hall School
High School
Bank of America April 2011 - Present
Bank of America April 2008 - December 2010
Bank of America August 2004 - March 2008
Fleet National Bank 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1985 - 1996
Skills
PMP, SDLC, PMO, Vendor Management, Business Analysis, Project Portfolio..., Project Planning
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
M.A., French Literature
University at Albany, SUNY
B.A., French, Spanish
TD Bank May 2015 - Present
Citizens Bank September 2005 - May 2015
TD Bank 2004 - 2005
BankBoston 1990 - 2004
Skills
Banking, Credit, Credit Analysis, Portfolio Management
Education
Boston University 1984 — 1988
Bachelor's degree, Finance, General
Bank of America November 2013 - Present
Bank of America November 2009 - Present
Banco Santander September 2008 - November 2009
Bank of America 2007 - 2008
Bank of America 2003 - 2005
BayBank/BankBoston/Fleet 1995 - 2004
Fleet Bank October 1998 - September 2000
BankBoston September 1996 - September 1998
BayBank June 1995 - September 1996
Whole Systems International, Inc. September 1990 - September 1993
Skills
Product Management, Marketing Strategy, Budgets, Product Marketing, Marketing, Segmentation, Competitive Analysis, Analytics, Project Management, Vendor Management, Consumer Behaviour, Customer Insight, Cross-functional Team..., Financial Services, Banking, Direct Marketing, Strategy, CRM, Market Research, Direct Mail, Relationship Management, Integrated Marketing, Marketing Management, Multi-channel Marketing, Customer Acquisition, Email Marketing, Customer Retention, Database Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Lead Generation, Marketing Communications, Salesforce.com, E-commerce, Online Marketing, Marketing Research, Market Planning, Brand Management, Business Development, B2B, Relationship Marketing, Online Advertising, Brand Development, Credit Cards, B2B Marketing, Advertising, Management, Team Leadership, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA, Marketing Management
Trinity College-Hartford 1986 — 1990
BA, English Literature
Academy of the Holy Angels 1982 — 1986
Silverlink Communications September 2010 - Present
KS Consulting June 2009 - September 2010
Chordiant Software November 2005 - May 2009
Prism Consulting March 2002 - November 2005
Prime Response/Chordiant Software June 1999 - January 2002
CPS Direct September 1995 - May 1999
BankBoston November 1991 - August 1995
Harte-Hanks Data Technologies August 1983 - September 1991
Skills
CRM, Direct Marketing, Strategy, Integrated Marketing, Marketing Strategy, Marketing, B2B, Market Research, Management, Account Management, Multi-channel Marketing, Segmentation
Education
Brown University 1974 — 1978
B.A. with Honors, Organizational Behavior and Management
Webster Bank November 2009 - Present
Southcoast Investors Group, LLC January 2009 - November 2009
Millennium bcpbank December 2003 - December 2008
Sovereign Bank June 2000 - November 2003
BankBoston April 1989 - May 2000
Skills
Banking, Mergers & Acquisitions, Leadership, Commercial Banking, Management, Strategic Planning, Recruiting, Coaching, Commercial Lending, Loans, Small Business Lending, Credit, Credit Analysis, Financial Analysis, Portfolio Management, Credit Risk, Due Diligence, Risk Management, Cash Management, Retail Banking, Mergers, Finance, Mortgage Lending, Mortgage Banking, Asset Based Lending, Loan Origination, Consumer Lending, Accounting
Education
Bryant University 1995 — 2000
MBA, Finance
University of Massachusetts Dartmouth 1983 — 1987
BS, Finance
Harvard Management Company January 2004 - Present
Evare May 2002 - August 2003
Evare April 1998 - May 2002
BankBoston January 1997 - April 1998
Harvard Management Company June 1994 - December 1996
AT&T Corporation June 1993 - May 1994
Skills
Trading Systems, Sybase, Equities, Fixed Income, Bloomberg, Derivatives, SQL, Perl, Asset Managment, Unix, Business Analysis, Electronic Trading, Databases, Alternative Investments, Options, Portfolio Management, Capital Markets, Integration, Back Office, Investments, Equity Derivatives, Market Data, Investment Banking, Requirements Gathering, VBA, Corporate Actions, Disaster Recovery, .NET, Analysis, DACS, Financial Services, Middle Office, Java Enterprise Edition, Interest Rate..., Database Design, Asset Management, Credit Derivatives, SDLC, Microsoft SQL Server, Oracle, Financial Markets, Project Management, Securities, Quantitative Finance, Investment Management, Java, Agile Methodologies
Education
Tufts University 1998 — 2000
MS, Computer Science
Boston College 1989 — 1993
BA, Computer Science
Citizens Bank October 2007 - Present
Citizens Bank May 2005 - October 2007
Citizens Bank June 2002 - May 2005
Citizens Bank June 1998 - June 2002
Citizens Bank May 1997 - June 1998
BankBoston March 1994 - May 1997
BankBoston November 1991 - March 1994
Rhode Island Hospital Trust National Bank May 1988 - November 1991
Greater Providence Deposit Corp June 1984 - May 1988
Skills
Banking, Cash Management, Financial Analysis, Commercial Lending, Commercial Banking, Credit, Financial Modeling, Loans, Treasury Management, Risk Management, Credit Analysis, Financial Risk, Financial Reporting, Credit Risk, Small Business Lending, Portfolio Management, Finance, Strategic Financial..., Treasury, Mortgage Lending, Corporate Finance, Process Improvement, Executive Management, Stress Testing, Expense Management, Planning Budgeting &..., CCAR, People Development, Consumer Lending, Scenario Planning, Financial Risk..., Financial Services
Education
Bryant University 1984 — 1990
MBA, Accounting
Bryant University 1980 — 1984
BS, Accounting
La Salle Academy 1976 — 1980
Perry
Liberty Tax Service August 2010 - Present
Independent September 2009 - Present
Sovereign Bank September 2008 - May 2009
JLHM Enterprises January 2003 - August 2008
EBS Econotel Business Systems June 2001 - January 2003
Bank of America December 1986 - June 2001
BankBoston April 1996 - March 1998
BankBoston March 1993 - March 1996
Bank of Boston February 1991 - March 1993
Bank of Boston April 1989 - March 1991
Skills
Tax Preparation, Small Business, Accounting, Tax, Financial Analysis, QuickBooks, Strategic Financial..., Bookkeeping, Financial Planners, Financial Reporting, General Ledger, GAAP, Business Planning, Financial Accounting, Auditing
Education
Bryant University 1982 — 1986
Bachelor of Science, Accounting, Marketing
A.B. Chiodini, CPA, CMA December 2008 - Present
R.I. Health Center Association 2008 - Present
Birch & Davis Health Management/ ACS Inc. 1995 - 2007
Central Massachusetts Health Care 1993 - 1995
R.I. Magnetic Resonance Imaging Network Inc. 1988 - 1993
BankBoston 1983 - 1988
Skills
Accounting, Healthcare Information..., Healthcare, Medicaid, Financial Analysis, Management Consulting, Health Insurance, Nonprofits, Public Health, Analysis, Non-profits, Data Analysis, HIPAA, Process Improvement, Policy, Healthcare Consulting, Revenue Cycle, Finance, Medicare, Managed Care, Healthcare Industry
Education
Bryant University 1978 — 1982
Master of Business Administration (M.B.A.), Accounting and Finance
Bryant University
MBA, Accounting & Health Care Management
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Midmarket Consulting LLC 2011 - Present
Scouler and Company 2007 - 2011
KeyBank 1992 - 2007
Fleet Bank/Recoll 1991 - 1992
BankBoston 1985 - 1991
Skills
Asset Based Lending, Bankruptcy, Restructuring, Structured Finance, Portfolio Management, Loans, Finance, Debt Restructuring, Turn Around Management, Due Diligence, Financial Analysis
Education
Chaminade University of Honolulu
MBA, Finance, Accounting
City College of New York
Economics, Political Science
Novartis Vaccines and Diagnostics, Inc. 2007 - Present
Fidelity Investments 2000 - 2007
Bank of Boston 1994 - 2000
Bankboston 1992 - 2000
Education
Boston College 1988 — 1992
Arts & Science
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
State Street Bank & Trust 2012 - Present
State Street Bank 2006 - 2012
Citizens Bank 2005 - 2006
Fleet National Bank (BankBoston & Robertson Stephens) 2003 - 2005
Fleet National Bank 1995 - 2003
BankBoston 1988 - 1995
Skills
Dual Fluency: Spanish &..., Derivatives, Global Project..., Capital Markets, Business Analysis, Quality..., Strategic & Tactical..., Merger/Aquisition..., Software Implementation, Business Process..., Vendor Management, Client Relationship..., Fixed Income, Project Management, CRM, Trading Systems, SDLC, Interest Rate..., Banking, FX Options, Equities, Swaps, Back Office, Financial Services, Options, Settlement, Financial Risk
Education
Boston University
BSBA
Eastern Bank Product Development ManagerCitizens BankJanuary 2005 - July 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
Education
Fairfield University 1985 — 1989
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
National Patient Safety Foundation May 2008 - Present
S&H Solutions January 2007 - January 2008
S&H Solutions April 2002 - December 2006
S&H Solutions February 2000 - March 2002
BankBoston January 1999 - January 2000
BankBoston November 1996 - December 1998
BayBank March 1995 - October 1996
BayBank January 1993 - February 1995
BayBank September 1987 - December 1992
Education
Boston University 1977 — 1981
BS, Communications
Swiss Re January 2008 - Present
ABN AMRO Bank June 1999 - January 2008
ABN AMRO 1999 - 2008
ABN AMRO Bank N.V. 1999 - 2007
BankBoston April 1996 - May 1999
Arthur Andersen LLP September 1994 - March 1996
Skills
Financial Structuring, Tax, Capital Markets, Investments, Structured Finance, Structured Products, Private Equity, Asset Management, Project Finance, Due Diligence, Restructuring, Corporate Finance, Mergers & Acquisitions, Risk Management, Derivatives, Financial Risk, Corporate Governance, Securities, Hedge Funds, Alternative Investments
Education
Boston University School of Law 1990 — 1993
JD, Law
Cornell University 1986 — 1990
Business Management/Marketing
Colonie Central H.S.
American River Bank September 2005 - Present
Perry-Smith LLP September 2002 - September 2005
KPMG Audit January 2001 - June 2002
IpswichBank May 1999 - May 2000
BayBank 1993 - 1999
BankBoston 1993 - 1999
Skills
SOX 404, Enterprise Risk, Financial Reporting, Enterprise Risk..., Auditing, Accounting, SEC filings
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA/MS, Accounting
Boston University 1992 — 1993
Communication
Hobart and William Smith Colleges 1987 — 1991
BA, History
First Commons Bank, Newton Centre, MA May 2011 - Present
Shawmut Design & Construction March 2002 - January 2010
ontheFRONTIER, a Monitor Group Company 2001 - 2001
Politzer & Haney 1999 - 2001
Holiday Inn Beacon Hill 1999 - 2000
BankBoston 1997 - 1998
Skills
Microsoft Office, Outlook, Budgets, Strategic Planning, Microsoft Excel, Event Management, Leadership, Event Planning, Customer Service, Recruiting, Employee Benefits, Marketing, Project Management, PowerPoint, Internal Communications, Office Management, Human Resources, Team Building, calendar management, Onboarding, New Business Development, Community Outreach, Training, Employee Relations, Networking, Community Development, Social Networking, Microsoft Word, Payroll, Marketing Communications, Hiring, Social Media, Teamwork, Vendor Management, Sales, Access, Contract Management, Business Development, Contract Negotiation, Marketing Strategy, Process Improvement, Public Relations, Banking, Policy, Management, Coaching, Project Planning, Time Management, Administration, Process Scheduler
Education
Boston University 1996 — 2001
BA, Business
University of Vermont 1992 — 1995
Sociology & Women's Studies
State Street Bank November 1997 - Present
BankBoston January 1995 - October 1997
Skills
Analysis, Customer Relations, Insurance, Customer Service, Business Analysis, Mutual Funds, Vendor Management, Banking, Leadership, Process Improvement, Project Management, Program Management, Risk Management, Team Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MSF, Finance
University of Massachusetts Boston
MultiPlan February 2006 - Present
MultiPlan, Inc. February 2006 - Present
Knowledge Clinics Solutions November 2003 - Present
Hewlett Packard March 2001 - May 2003
BankBoston August 1985 - February 2000
Education
Canadian Institute of English 2005 — 2005
Certificate, Teach English as a Second Language
Cambridge College 1999 — 2002
M.Ed. Intergrated Studies, Education and Organization Development
New England College of Finance 1987 — 1988
Psychology
University of Southern Maine - School of Business 1986 — 1988
American Sign Language Interpreting Program
Northeastern University
American Sign Language
Houston ISD July 2013 - Present
International Association of Fire Fighters July 2008 - July 2013
Marymount University August 2001 - July 2008
Bernard Hodes Advertising 2000 - 2001
Inventa 1999 - 2000
State Street Corporation 1998 - 1999
BankBoston 1996 - 1998
AmeriCorps*NCCC (Charleston, SC) 1995 - 1996
Skills
College Recruiting, Human Resources, Temporary Placement, Instructional Design, Leadership Development, Training, Organizational..., Public Speaking, Editing, Program Development, Curriculum Development, Research, E-Learning, Program Management, Nonprofits
Education
Marymount University 2002 — 2004
MA, Human Performance Systems
Boston University 1991 — 1995
Bachelor's degree, Mass Communication
Conning Asset Management November 2003 - Present
TD Banknorth November 2002 - October 2003
The Bank of New York March 2000 - April 2002
BankBoston May 1999 - May 2000
Nationwide Insurance September 1993 - July 1997
Skills
Capital Structure, Financial Modeling, Finance, Risk Analysis, Security Analysis, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Leadership, Investments, Credit Analysis, Business Strategy, Risk Management, Portfolio Management, Analysis, Asset Allocation, Due Diligence, Structured Finance, Credit, Bonds, High Yield, Asset Management, Investment Banking, Credit Risk, Alternative Investments, Bloomberg, Hedge Funds, Corporate Finance, Valuation, Investment Management, Securities, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
M.B.A.
Helsinki University of Technology 1998 — 1998
Certificate
Boston College 1988 — 1993
B.A.
Guidewire Software 2009 - Present
BearingPoint 2000 - 2009
BankBoston 1987 - 2000
Fidelity Investments 1995 - 1997
Skills
SDLC, Business Analysis, PMP, Consulting, Requirements Analysis, Integration, Business Process, Enterprise Architecture, Leadership, Business Process..., Project Management, Business Intelligence, Software Project..., Program Management, Gosu, IT Strategy, PeopleSoft
Education
Boston University 1980 — 1985
MS
National Junior College Singapore
BT Conferencing July 2013 - Present
ITC Global October 2012 - June 2013
BT Conferencing May 2004 - October 2012
Priority Call Management February 1999 - 2002
BankBoston 1995 - 1997
J. Howard & Associates 1989 - 1995
Skills
Sales Operations, Salesforce Training, Salesforce.com, Sales Process, Sales Presentations, Performance Improvement, Performance Metrics, Training Delivery, Training Programme..., Sales Compensation, Leadership Development, Sales Enablement, Sales Enablement Tools, Team Building, Management Development, Direct Sales, Account Management, Personality Assessment, Collaboration, WebEx, Cisco Telepresence, Polycom Video..., Unified Communications, Process Improvement, Contract Negotiation, Lead Management, Territory Development, Sales Automation, Pipeline Management, Forecasting, Solution Selling, Program Management, Leadership, Channel Partners, Management, Professional Services, Sales, Sales Management, Telecommunications, Customer Retention, Training
Education
Boston University 1981 — 1985
Bachelor's degree
Wells Fargo / Evergreen Investments 2000 - Present
BankBoston October 1998 - September 2000
Education
Bunker Hill Community College
Computer Learning Center
Santander Bank, N.A. May 2013 - Present
TIAA-CREF January 2013 - May 2013
Standard & Poor's Financial Communications September 2002 - November 2012
Cambridge Carnival International June 2002 - September 2002
Arnold Worldwide March 2001 - February 2002
Arnold Worldwide February 2000 - March 2001
FleetBoston Financial December 1997 - February 2000
BankBoston 1996 - 1997
Skills
Project Management, Superior Client Service, Account Management, Marketing Communications, Google Analytics, Banking, Financial Services, Retirement Planning, Newsletters, Marketing, Email Marketing, Direct Marketing, Budgets, Management, Leadership, Advertising, Marketing Strategy, Business Strategy, Sales
Education
Boston University 2005 — 2005
Certificate, Project Management Program
Emerson College 2003 — 2003
Course, Marketing Communications
Salem State University 1991 — 1995
Bachelors of Science, Marketing Communications
NCC
GE Capital March 2014 - Present
GE Capital June 2011 - March 2014
New England Bancshares August 2008 - February 2011
Webster Bank January 2003 - January 2008
Fidelity Investments August 2000 - January 2002
BankBoston 1987 - 2000
Skills
Credit Risk, Management, Board Reporting, Loans, Credit, Financial Risk, Underwriting, Portfolio Management, Commercial Banking, Consumer Lending, Internal Audit, Financial Services, Credit Analysis, Banking, Leadership, Due Diligence, Mergers & Acquisitions, Process Improvement, Auditing, Mortgage Lending, Operational Risk..., Risk Management
Education
Bryant University 1995 — 1998
MBA
Providence College 1979 — 1983
BS
Tiverton High School 1975 — 1979
Monotype April 2015 - Present
Monotype Imaging June 2005 - April 2015
Verisign 2004 - June 2005
Guardent 2000 - June 2005
Guardent (now Verisign) 1999 - 2005
Bank of Boston 1995 - 2000
BankBoston 1997 - 1999
Royal Bank 1994 - 1995
Research In Motion 1993 - 1994
RIM 1993 - 1994
Skills
Project Management, SaaS, Security, Leadership, Linux, Program Management, Mobile Devices, Software Engineering, Software Development, Cloud Computing, Network Security, Agile Methodologies, Start-ups, IIS, Product Management, Enterprise Software, Mobile Applications, Management
Education
Boston University 2013 — 2013
Pocket MBA
Wilfrid Laurier University 1989 — 1993
Bachelor of Science (BSc), Computer Scient and Physics
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Catholic Investment Services, Inc. September 2013 - Present
PCJ Advisory Services 2009 - 2013
Fidelity Investments 2011 - 2012
Apax Partners 2006 - 2009
Heritage Partners 1999 - 2006
BankBoston 1978 - 1998
Skills
Private Equity, Financial Services, Portfolio Management, Management, Executive Search, Due Diligence, Mergers, Valuation, Finance, Investments, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
Dartmouth College
Boston University
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
Boston Private January 2013 - Present
Boston Private Bank & Trust Company July 1999 - Present
Santa's Magic, Inc. May 2009 - Present
BankBoston 1992 - July 1999
U.S. Army 1988 - 1991
Skills
Loans, Commercial Lending, Credit Analysis, Underwriting, Mortgage Lending, Credit, Consumer Lending, Wealth Management, Credit Risk, Risk Management, Banking, Portfolio Management, Relationship Management, Asset Management, Commercial Banking
Education
Boston University - School of Management 1986 — 1988
MBA
Virginia Military Institute 1982 — 1986
Bachelor of Arts (B.A.), History and Modern Languages
Embrace Home Loans October 2009 - December 2013
Embrace Home Loans June 2008 - October 2009
Sovereign Bank March 2006 - November 2007
Sovereign Bank March 2000 - March 2006
BankBoston January 1997 - February 2000
Skills
Due Diligence, Credit Analysis, Financial Services, Portfolio Management, Negotiation, Credit, Software Documentation, Outsourcing, Foreclosures, Loans, Strategy, Sales, Leadership, Risk Assessment, Banking, Policy, Risk Management, Loan Origination, Investment Properties, Credit Risk, Consumer Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Mortgage Banking, Management, Loan Servicing, Commercial Lending, Contract Negotiation, Project Management, Accounting, Program Management, Auditing
Education
Bryant University
B.S. Business Administration
Ask.com January 2011 - Present
Ask.com 2008 - 2010
IAC Search and Media January 2004 - December 2008
Fleet / BankBoston June 1987 - October 1999
BankBoston 1996 - 1999
Skills
Data Center, MySQL, Linux, Asset Management, PHP, Servers, Management, Databases, DNS, SDLC, Business Analysis
Education
Northeastern University 1998 — 2003
Brandeis University 1983 — 1987
Bachelor of Arts (B.A.), Economics
BuckleySandler, LLP May 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
BankBoston June 1998 - June 1999
Skills
Alternative Dispute..., Legal Assistance, Legal Research, Litigation, Civil Litigation, Legal Writing, Document Review, Westlaw, Criminal Law, Financial Services, Courts, Corporate Law, Intellectual Property, Commercial Litigation, Mediation, Litigation Support, Appeals
Education
UNH School of Law 1995 — 1998
JD
City University of New York-John Jay College of Criminal Justice 1993 — 1994
MS
Northeastern University 1987 — 1991
BS, Criminal Justice/ Sociology
The Allstonians August 1992 - Present
Dana Reed Thurston January 1992 - Present
Fidelity Investments October 2014 - December 2014
shotgunflat creative agency November 2012 - December 2014
Dana Thurston, Consultant 2010 - 2014
Dana Thurston, Consultant 2010 - 2014
Agero, Inc. October 2013 - December 2013
Sovereign Bank March 2011 - November 2011
Focus Technology Group August 2004 - April 2009
bankboston 1994 - 1998
Skills
Project Management, Software Design, Banking, Business Analysis, Programming, Visio, Integration, MS Project, COBOL, SQL, Software Project..., SDLC, Requirements Gathering, Requirements Analysis, Mainframe, DB2, Quality Assurance, CSS, Systems Analysis, Database Design, Business Intelligence, Agile Methodologies, Management, Consulting
Education
Boston University 1978 — 1983
BA, English Literature
high school 1973 — 1977
general
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Sovereign Bank September 2008 - Present
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
Bank of America January 1980 - September 2008
Bank of America January 1980 - 2008
FleetBoston Financial 1998 - 2005
BankBoston 1994 - 1998
BayBank 1980 - 1994
BankBoston/BayBank 1980 - 1994
Skills
Loans, Credit, Banking, Portfolio Management, Segmentation, Supply Chain Management, Relationship Management
Education
Boston University 1974 — 1980
MBA, Marketing/Marketing Management, General
University of Massachusetts, Amherst 1970 — 1974
Bachelor's degree, Hotel, Motel, and Restaurant Management
Fidelity Investments February 1999 - Present
BankBoston February 1990 - November 1998
Education
Bridgewater State University
Communications, Concentration: Public Relations
Wells Fargo November 2014 - Present
Wells Fargo June 2001 - November 2014
Wells Fargo (Formerly Wachovia) June 2000 - June 2001
BankBoston April 1996 - January 2000
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Consumer Lending
Education
Cheyney University of Pennsylvania
Eastern Bank 2011 - Present
Sovereign Bank February 2003 - May 2011
Mellon Financial January 2001 - February 2003
BankBoston 1995 - 2000
Commonwealth Mortgage 1990 - 1992
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Retail Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Cash Management, Risk Management, Financial Analysis, Wealth Management, Retirement Planning, Merchant Services, Payroll, Insurance
Education
Bunker Hill Community College
Johnson & Wales University
Malden High School
Standard Chartered Bank July 2013 - Present
Standard Chartered Bank September 2007 - Present
JPMorgan Chase January 2003 - September 2007
Capgemini 1999 - 2002
BankBoston March 1997 - November 1999
State Street May 1994 - March 1997
Skills
Payments, Banking, Relationship Management, Financial Markets, Network Administration, Management, Equities, Investment Banking, Cash Management, Risk Management, Emerging Markets, Financial Services, Global Custody, Securities, Derivatives, Credit Risk, Business Strategy, Back Office, Strategy, Fixed Income, Commercial Banking, Capital Markets
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Marketing
The George Washington University 1987 — 1991
BBA, Economics & Public Policy
Fidelity Investments 1998 - Present
The Boston Company 1996 - 1998
BankBoston 1994 - 1996
660 Corp. / B&N 1990 - 1995
Skills
Fixed Income, Mutual Funds, Hedge Funds, Equities, Securities, Bloomberg, Financial Services, Financial Analysis, Financial Markets, Data Analysis, Trading Systems, Corporate Actions, Financial Modeling, Series 7, Investments, Valuation, Asset Managment, Bloomberg Terminal, Capital Markets, Equity Research, Bonds, Market Data, Alternative Investments, Derivatives, FINRA, Investment Management, Business Analysis, Investment Banking, Portfolio Management, Back Office, Series 63, Asset Management
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance and Economics
Scuola per Lingua e Cultura Italiana di Siena
Italian Language and Literature
Suffolk University
BA, History
Ropes & Gray LLP October 2012 - Present
State Street Corporation February 2008 - March 2012
Bank of America June 2005 - February 2008
EquiServe 2000 - 2005
The Barrett Group 2000 - 2000
BankBoston 1994 - 2000
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Skills
Financial Services, Business Continuity, Business Analysis, Business Continuity..., Information Security, Disaster Recovery, Risk Management, Vendor Management, Training, Information Technology, Banking, Governance, SDLC, IT Management, Security, Process Improvement, Management
Education
Bryant University 1993 — 1995
MBA, Business Management
Providence College 1989 — 1993
B.S., Business Administration
Santander Bank, N.A. January 2011 - Present
Sovereign Bank a Santander Company February 2009 - December 2010
Sovereign Bank 2000 - 2009
BankBoston 1992 - 2000
Eastland Savings Bank 1986 - 1992
City of Woonsocket RI 1980 - 1986
Skills
Commercial Mortgages, Commercial Real Estate, Commercial Lending, Loans, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Banking, Real Estate Economics, Underwriting, Investments, Financial Analysis, Real Estate, Asset Managment
Education
University of Rhode Island 1977 — 1979
MA, Community Planning
Bridgewater State University 1973 — 1977
BS, Geography/Urban Planning
Healthcare Professional Funding February 2011 - Present
GE August 2002 - January 2009
HPSC 2002 - 2004
Mellon Bank 2000 - 2002
BankBoston 1997 - 2000
BayBank 1993 - 1998
Skills
Credit, Mergers & Acquisitions, Banking, Loans, Finance, Portfolio Management, Strategic Financial..., Wealth Management, Outlook, Sales Management, Funding, Private Banking, Asset Based Lending, Credit Analysis, Cross-functional Team..., Underwriting, Credit Risk, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Relationship Management, Small Business, Executive Management, Financial Risk, Commercial Banking, Mortgage Lending, Financial Services, Corporate Finance
Education
Bridgewater State University 1984 — 1989
BS, Management Science
State Street August 2014 - Present
State Street October 2012 - August 2014
State Street February 2008 - October 2012
Investors Bank & Trust November 1999 - February 2008
BankBoston June 1995 - November 1999
Education
Boston College
BA, Economics
Suffolk University - Sawyer School of Management
MBA
Sovereign Bank Partnership, Training & Communications ManagerSovereign Bank/Santander1983 - Present
BankBoston January 1993 - January 2000
BankBoston 1993 - 2000
Skills
Internal Communications, Commercial Lending, Banking, Retail Banking, Performance Management, Loans, Consumer Lending, Leadership Development
Education
Bryant University 1973 — 1974
Incomplete, Business Management
CVS Caremark Corporation October 2007 - Present
Citizens Bank April 2002 - September 2007
BankBoston 1986 - 2002
Skills
Compensations, Incentive Programs, Access Database, Data Analysis, Market Analysis, Business Requirements, Vendor Management Skills, Employee Recognition, Corporate Events, Total Reward Statements
Education
Providence College
Bachelor of Arts
Bryant University
Associate of Science
Biogen Idec April 2014 - Present
Genzyme March 2013 - Present
Genzyme October 2011 - Present
Pfizer June 2010 - November 2011
Pfizer Pharmaceuticals July 2009 - July 2010
Pfizer May 2006 - July 2009
Pfizer July 2003 - May 2005
Metavante March 2000 - December 2002
US Trust January 1999 - March 2000
BankBoston December 1996 - January 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA, Marketing
University of Rhode Island - College of Business Administration 1992 — 1996
BS, Business Administration
Fiduciary Trust Company September 2000 - Present
BankBoston 1998 - 2000
BayBank Systems 1983 - 1998
Education
Boston University 1992 — 1994
MBA
Northeastern University 1975 — 1980
BS, Business
Bank of America October 2004 - Present
FleetBoston Financial February 2003 - October 2004
FleetBoston Financial May 2002 - May 2004
FleetBoston Financial December 1998 - May 2002
BankBoston February 1995 - December 1998
BankBoston December 1990 - February 1995
Skills
Operational Risk, Credit Risk, Program Management, Risk Management, Financial Risk, Internal Audit, Finance, Loans, Analysis, Risk Assessment, Management
Education
Johnson & Wales University 1998 — 2000
Master of Science, Information Technology
Bryant University 1978 — 1986
Bachelor of Arts, Accounting
Cambridge Savings Bank October 2014 - Present
TD Bank, N.A. 2009 - 2014
Citizens Bank 2000 - 2008
State Street 1998 - 2000
BankBoston 1988 - 1998
All Metals Industries, inc. 1986 - 1988
The First National Bank of Boston 1983 - 1985
Skills
Credit, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Commercial Banking, Risk Management, Finance, Financial Analysis, Investments, Credit Risk, Consumer Lending, Financial Services, Mortgage Lending, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Tufts University
Bachelor of Arts (B.A.), Economics
Masaryk University October 2010 - Present
Masaryk University March 2007 - September 2010
Brandeis University January 2000 - February 2007
Digital Consulting, Inc. 1997 - 2000
Angell Memorial Animal Hospital 1992 - 1997
BankBoston 1990 - 1992
Hotel Punta Rossa 1989 - 1990
Skills
Economics, Qualitative Research, Teaching, Lecturing, Higher Education, English, Research, Project Planning, Budgeting
Education
Brandeis International Business School 2002 — 2004
MSF, Finance
Northeastern University 1992 — 1996
BS International Busines & Bus. Management, International Business, Management
State Street Global Advisors 2000 - 2014
BankBoston September 1995 - November 1999
DuPont January 1988 - September 1995
Arthur D. Little September 1982 - January 1988
Skills
Emerging Markets, Fixed Income, Alternative Investments, Bloomberg, Equities, Investments, Financial Modeling, Investment Strategies, Portfolio Management, Investment Management, Asset Allocation, Mutual Funds, Asset Management, Bonds, Securities, Derivatives, ETFs, Hedge Funds, Equity Research, FX Options, Financial Markets, Series 63
Education
Brown University 1978 — 1982
MS, PhD, Engineering, Applied Mathematics
Harvard University 1974 — 1978
BSc, Engineering and Applied Science
BHS
BHS
Northeast Rescue Systems April 2006 - Present
Bank of America June 2004 - March 2006
Fleet Bank May 2000 - June 2004
BankBoston February 1995 - May 2000
Skills
Banking, Customer Service, Sales
Education
Bridgewater State University 1988 — 1992
BA, Business: Operational
Cambridge Trust Company November 2000 - Present
BankBoston 1984 - 2000
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Commercial Banking
Education
Boston University Questrom School of Business
BSBA, Business/Finance
Northeastern University
MBA, Business/Accounting
JLL January 2015 - Present
Jones Lang LaSalle April 2012 - December 2014
Jones Lang LaSalle October 2010 - April 2012
Jones Lang LaSalle June 2009 - September 2010
Sun Microsystems November 2007 - June 2009
Sun Microsystems March 2004 - October 2007
Fox Relocation Management Corp. August 2000 - February 2004
BankBoston 1997 - 1999
Pearson Education August 1990 - March 1996
Simon and Schuster 1990 - 1996
Skills
Occupancy Planning, Change Management, Flexible Working, AWS, CAFM systems, Cross-functional Team..., Virtual Teams, Corporate Real Estate, Portfolio Strategy, Strategic Planning, conversational French, Customer Presentations, Business Communications, Project Coordination, Portfolio Management, CRM, MS Project, Project Planning, Facilities Management, Process Improvement, Leadership
Education
CoreNet Global Professional Development 2009 — 2015
MCR, Master of Corporate Real Estate
Boston University 1983 — 1987
B.A., International Relations, Economics
Everfi March 2011 - Present
Outside The Classroom January 2007 - March 2011
Outside The Classroom March 2006 - January 2007
Bank of America 2002 - 2004
BankBoston 2000 - 2002
BankBoston 1996 - 2000
Bank of Boston 1994 - 1996
Skills
Quickbooks, Salesforce.com, Account Management, Start-ups, Public Speaking, QuickBooks, Budgets, Strategic Planning, Social Media, Strategy, Customer Service, Management, Strategic Partnerships, CRM, Leadership, Program Management, Research, Project Management
Education
Boston University 1983 — 1987
Bachelor of Arts (BA), Economics
Residential Properties Ltd. January 2006 - Present
Milford National Bank & Trust Co. August 1997 - December 2005
BankBoston April 1995 - August 1997
Nine West Group April 1994 - April 1995
Education
Bryant University 1990 — 1994
Bachelor, Marketing
Cape Cod Five November 2012 - Present
HarborOne Credit Union May 2003 - November 2012
Fidelity Investments September 2001 - July 2002
BankBoston 1990 - 2000
Skills
Loans, Banking, Compliance, Mortgage, Risk Management, Mortgage Lending, Credit Risk, Mortgage Banking, Real Estate, Commercial Lending, Sales, Credit Analysis, Credit, Mortgage Servicing
Education
Bryant University 2001 — 2001
Certificate, Web Design
Johnson & Wales University 1986 — 1989
B.S., Management/ Finance
Hartwick College 1985 — 1986
Management
TASIS England 1982 — 1985
College Prep
AIS 1981 — 1985
HS
Codman Square Neighborhood Development Corp July 2013 - April 2014
Codman Square Neighborhood Development Corporation January 2011 - June 2013
ACM Associates 1999 - 2010
Housing Investments, Inc 1999 - 2001
BankBoston 1993 - 1999
Massachusetts Housing Investment Corp 1991 - 1993
Bank of New England 1987 - 1991
Skills
Due Diligence, Predictive modeling for..., Real Estate Finance, Commercial Lending, Financial Analysis, Financial Modeling, Budgeting, Business Plans, Affordable Housing..., Small Business..., Small Business..., Non-profit..., Operations Management, Low Income Housing Tax..., Historic Rehabilitation..., New Markets Tax Credits, Mezzanine Financing, Bond Financing, Workout Strategies, Real Estate Project..., LIHTC, Real Estate Economics, Affordable Housing, Business Development, Start-ups, Small Business, Budgets, Commercial Real Estate, Real Estate Development
Education
Boston University
BA, Government
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Weidlinger Assoc. March 2009 - Present
Argosy Publishing June 2006 - March 2009
TVM Capital January 2002 - June 2006
Netegrity August 2000 - October 2001
BankBoston November 1998 - August 2000
Skills
Microsoft Exchange, WAN, Technical Support, Mobile Devices, Infrastructure, DNS, Active Directory, System Administration, VMware, Management, Virtualization, Disaster Recovery, Cisco Technologies, Data Center, Network Security, Switches, TCP/IP, Routers, Enterprise Architecture, VoIP
Education
Boston University 1991 — 1995
BA, Psychology
Houghton Mifflin Harcourt March 2015 - Present
University of Pittsburgh May 2013 - January 2014
Vanderbilt University Medical Center October 2010 - February 2013
University of Pittsburgh June 2003 - October 2010
Tufts-New England Medical Center July 2001 - May 2003
Tufts University July 2000 - July 2001
Karolinska Institutet February 2000 - May 2000
BankBoston 1998 - 1999
Skills
Immunohistochemistry, Transmission Electron..., Confocal Microscopy, Fluorescence Microscopy, Primary Neuronal Culture, Tissue Culture, Western Blotting, Synaptosomal Uptake, Brain Dissection, Immunoprecipitation, Brain, Dissection, PCR, Cell Culture, Neuroscience, Fluorescence, Biochemistry, Assay Development, RT-PCR, Electron Microscopy, Pharmacology, Immunofluorescence, Microscopy, Laboratory, Antibodies, Biotechnology
Education
University of Pittsburgh 2003 — 2010
Ph.D., Neuroscience
Stockholm University 2000 — 2000
N/A, Cultural
Brown University 1995 — 2000
B.S., Neuroscience
Community College of Allegheny County
Accounting
Raytheon Company October 1999 - Present
BankBoston December 1995 - October 1999
Raytheon Integrated Defense Systems May 1978 - January 1994
Skills
Earned Value Management, FAR, DoD, Government Contracting, ITAR, Proposal Writing, Security Clearance, Navy, System Design, Six Sigma, Requirements Management, Systems Engineering, Aerospace, Contract Management, Defense, Military, Program Management, Integration, Government Procurement, Process Improvement, MS Project, C4ISR, Defence, Government, Command, RFP, Engineering Management, Organizational..., Microsoft Project, Systems Design
Education
Salve Regina University 1985 — 1994
Masters Cert, Human Resource Mgmt
Bryant University 1976 — 1983
BSBA, Business Administration
The Baupost Group March 2011 - Present
Great Harvest Bread Company February 2008 - October 2010
Fidelity Investments February 1998 - August 2009
BankBoston 1997 - 1998
BankBoston 1995 - 1997
Corporate Software 1993 - 1995
Education
Bryant University 1995 — 1999
MBA, Finance
Rhode Island College 1988 — 1993
Bachelor of Science, Computer Information Systems
TD Banknorth Vice PresidentTD Bank2000 - Present
Boston Federal Savings Bank 2000 - 2004
BankBoston 1980 - 2000
Bank of Boston 1980 - 2000
State Street Bank August 1977 - December 1979
Winters National Bank (Bank One) September 1975 - August 1977
Education
Northeastern University 1978 — 1980
MA, Economics
Boston University Questrom School of Business 1973 — 1975
MBA, Finance
Colby College
National Life Group May 2015 - Present
Liberty Mutual Insurance January 2013 - October 2014
Santander Bank, N.A. October 2011 - February 2012
Bank of America December 2007 - March 2011
Bank of America June 2006 - December 2007
Banc of America Investments August 2005 - June 2006
Bank of America April 2004 - August 2005
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1987 - 1995
Skills
Project Planning, Project Management, Analytics, Business Process..., Business Readiness, Business Continuity..., Tactical Planning, Six Sigma, Microsoft Office, PowerPoint, Business Strategy, Budgeting, Cost Management, Operational Efficiency, Process Flow, Incentive Programs, Sales Process, Service Processes, Budgets, Training, Analysis, Vendor Management, Management, Program Management, Relationship Management, Cross-functional Team..., Investments, Quality Assurance, Leadership, Portfolio Management, Forecasting, Marketing, Executive Management, CRM, Business Analysis, Sales, Strategy, Enterprise Software, Business Development, Segmentation, Competitive Analysis, Change Management, Operations Management, Financial Analysis, Business Planning, P&L Management, Product Management
Education
Boston University - School of Management
MBA
University of Vermont
BS, Animal Sciences
KeyBank June 2004 - Present
Fleet Bank 1999 - June 2004
BankBoston 1993 - 1999
South Shore Bank 1985 - 1993
Education
Wesleyan University 1980 — 1984
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
John Hancock Life Insurance Company (U.S.A.) November 2011 - Present
National Grid October 2010 - November 2011
National Grid June 2006 - October 2010
National Grid USA 2000 - May 2006
BankBoston 1996 - 2000
John Hancock Life Insurance Company (U.S.A.) 1985 - 1995
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Incident Management, Vendor Management, Data Center, IT Strategy, SDLC, IT Service Management, Business Process, Governance, Program Management, ITIL, Change Management, Business Analysis, Enterprise Architecture, Process Improvement, Enterprise Software, Solution Architecture
Education
Castleton State College 1978 — 1982
Bachelor's degree, Business Administration and Management, General
Wagar High School 1973 — 1977
Needham Bank April 2015 - Present
Avidia Bank September 2010 - April 2015
Boys and Girls Club of Assabet Valley 2012 - 2014
Wainwright Bank February 2010 - November 2010
Sovereign Bank 2002 - 2009
HSBC Business Credit, Inc. 1999 - 2002
FleetBoston Financial Corp. 1996 - 1999
BankBoston 1992 - 1996
Skills
Credit Analysis, Commercial Real Estate, Management, Structured Finance, Commercial Lending, Credit, Loans, Portfolio Management, Small Business Lending, Banking, Commercial Banking, Lines Of Credit, Credit Risk, Relationship Management
Education
Boston University Questrom School of Business 1986 — 1990
MBA, Management of Financial Services
Providence College 1979 — 1983
BA - Double Major, English & Psychology
Notre Dame HS of Fairfield 1975 — 1979
Diploma, College Prep
City of Attleboro September 2000 - Present
BankBoston 1996 - 2000
BankBoston January 1977 - August 1995
Education
Bridgewater State University
Rockland Trust May 2010 - Present
Bank of America 2003 - 2008
Fleet Boston Financial 1999 - 2004
Fleet Bank 2000 - 2003
Bank of Boston 1974 - 2000
BankBoston 1974 - 1999
Skills
Banking, Capital Markets, Commercial Banking, Commercial Lending
Education
Bowdoin College 1970 — 1974
BA, Government
Bank of America Merrill Lynch 2010 - Present
TriSail Capital Corporation 2000 - 2010
Bank of America 1995 - 2000
BankBoston 1990 - 1994
BayBank Boston 1987 - 1990
The MITRE Corporation 1984 - 1987
Blouin & Company Advertising 1981 - 1984
Skills
Investments, Strategy, Structured Finance, Portfolio Management, Financial Analysis, Asset Management, Commercial Real Estate, Loan Origination, Due Diligence, Risk Management, Real Estate Economics, Underwriting, Valuation, Loans, Asset Managment, Real Estate, Financial Modeling, Financial Structuring, Credit Risk, Private Equity, Real Estate Development, Disposition, Real Estate Financing, Finance, Management, Mortgage Lending, Credit, Dispositions
Education
Simmons College - Simmons School of Management 1985 — 1987
MBA, Business
Boston University 1977 — 1981
BA, magna cum laude, French Language & Literature
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Innovation Arabians, LLC 2009 - Present
Olmstead Associates 1997 - 2007
AmTrust System 1990 - 2007
BankBoston 1995 - 1997
Shawmut Bank 1992 - 1995
Skills
CICS, JCL, COBOL, FTP, Visio, MS Project, Fileaid, VSAM, TSO, NDM, Endevor, Xpediter, Intertest, Word, Excel, Mainframe, Easytrieve, IBM Utilities, ISPF, MVS, OS/390, DB2/SQL, IBM Mainframe, VTAM, DB2, Syncsort, SDSF, PVCS, Production Support, JES2, RACF, Microsoft Word, Endeavor, SDLC, Requirements Gathering, PMO, Testing, Financial Services
Education
Boston University 2003 — 2003
Certification, Oracle & Microsoft Solutions Developer
Radius Bank June 2010 - Present
Berkshire Bank August 2006 - February 2010
Bank of America April 2004 - July 2006
FleetBoston Financial 1999 - 2002
BankBoston 1992 - 1999
BankBoston 1983 - 1992
Skills
Member Town of Sharon..., Credit, Leadership, Loans, Commercial Banking, Portfolio Management, Capital Markets, Credit Risk, Internal Audit, Financial Risk, Investment Banking, Risk Management, Corporate Finance, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Banking, Asset Based Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
MBA
Harvard University 1970 — 1974
AB
Cenlar FSB November 2012 - Present
CVS Caremark Corporation March 2011 - January 2012
Property Management Professionals March 2011 - 2012
Sovereign Bank March 2007 - June 2010
Sovereign Bank March 2007 - June 2010
Citizens Bank March 2005 - March 2007
Citizens Financial Group 2005 - 2006
Textron Financial 2002 - 2005
BankBoston 1994 - 2002
Skills
Coaching, Customer Satisfaction, Customer Service, Compliance, Dialer Management
Education
Capella University 2010 — 2014
Bachelors, Business
Hometown Weekly Publications March 2015 - Present
New England Cryogenic Center / New England Cord Blood Bank December 2010 - March 2015
Lichtman Marketing Group May 2010 - May 2011
Aquarius Health Care Media October 2006 - March 2009
BankBoston August 1998 - August 1999
Hill, Holliday July 1990 - May 1998
Young and Rubicam, New York City October 1988 - June 1990
Skills
Marketing, Advertising, Direct Marketing, Sponsorship, Integrated Marketing, Email Marketing, Marketing Strategy, Business Strategy, Management, Marketing Communications, Sales, Trade Shows, Lead Generation, Digital Marketing, Event Management
Education
Boston College 1984 — 1988
B.S, Marketing
Fierst, Kane & Bloomberg, LLP December 2014 - Present
Goldsmith, Katz & Argenio, P.C. May 2009 - November 2014
Morrison Mahoney LLP October 2007 - May 2009
Neville & Kerr, LLC March 2004 - September 2007
Firepond February 2000 - November 2001
BankBoston April 1998 - February 2000
Skills
Commercial Litigation, Bankruptcy, Litigation, Alternative Dispute..., Creditors' Rights, Real Estate, Courts, Legal Research, Legal Writing, Mediation, Civil Litigation, Transactional Law, Property Law, Entertainment Law, Corporate Law
Education
Boston University School of Law 1991 — 1994
JD, Law
University of Wisconsin-Madison 1986 — 1990
BA, Political Science
Stuyvesant High School 1982 — 1986
Regents Honors, College Prep
Helping Hands: Monkey Helpers for the Disabled 2010 - Present
Atlantic Trust 1998 - 2010
BankBoston 1992 - 1998
Skills
Asset Allocation, Portfolio Management, Investment Management, Investments, Asset Management, Wealth Management, Nonprofits, Investment Strategies
Education
Boston University - School of Management 1973 — 1977
MBA, Finance
Cornell University 1963 — 1967
BS, Human Ecology
Tenebrae LLC Managing DirectorBank of America Merrill LynchApril 2004 - July 2010
Banc of America Securities September 1991 - July 2010
FleetBoston 2002 - 2004
BankBoston 1991 - 2002
Bank of New York August 1984 - August 1991
Skills
Middle Market, Capital Markets, Credit Analysis, Valuation, Commercial Banking, Investment Banking, Portfolio Management, Commercial Lending, Management, Financial Structuring
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Bowdoin College 1980 — 1984
BA, History & Economics
Duxbury High School 1976 — 1980
MHIC October 2004 - Present
BankBoston January 1996 - December 1998
BankBoston 1984 - 1998
Skills
Real Estate Finance, Real Estate Development, Real Estate Economics, Real Estate, Investments, Affordable Housing, Nonprofits, Financial Analysis, Asset Management, Due Diligence, Disposition, Property Management, Fundraising, Community Outreach, Management, Portfolio Management
Education
Boston University
MBA, Finance
Self Employed Independent Peoplesoft Consultant 2001 - Present
PeopleSoft 1998 - 2001
BankBoston 1995 - 1998
Liberty Mutual Insurance 1994 - 1995
Investors Bank & Trust 1992 - 1994
Bank of Boston 1989 - 1992
Skills
Vendor Management, Microsoft SQL Server, Oracle, PeopleSoft, Interfaces, Integration, ERP, PeopleTools, SQR, Payroll, SDLC, Cloud Computing, Data Conversion, Business Analysis, Requirements Analysis, Human Resources, Employee Benefits, Project Management, Enterprise Software, Change Management, Business Process, Google App Engine
Education
Boston University 1992 — 1997
MBA
University of Massachusetts Boston
BA/BS
RBS Citizens July 2012 - Present
RBS Citizens Financial Group January 2002 - August 2012
Citizens Bank April 1998 - December 2001
BankBoston January 1996 - April 1998
BayBank September 1982 - April 1994
Skills
Certified Anti-Money..., Bank Secrecy Act, AML, Fraud, Retail Banking, Sanction, Credit, Investigation, OFAC, Project Management, Banking, Operational Risk..., Risk Management, Consumer Lending, Analysis, Loans, KYC, Commercial Banking, Enterprise Risk..., Process Improvement, Financial Services, Regulations, Strategic Planning, Operational Risk, Financial Risk..., Corporate Fraud..., Credit Analysis, Small Business Lending, Portfolio Management, Financial Risk, Management, Credit Risk, Securities, Financial Analysis, Commercial Lending, Anti Money Laundering
Education
Boston University 1982 — 1987
Bachelor's degree, Economics
Bank of America May 2011 - Present
Fleet/Bank of America June 2004 - July 2009
BankBoston/Fleet May 2001 - June 2004
BankBoston January 1999 - May 2001
Skills
Access, Banking, Analysis, Financial Reporting, Budgets, General Ledger, Payroll, Management, Data Entry, Commercial Banking, Credit, Internal Controls, Treasury Services, AML, Risk Management, Deposits
Education
UNIVERSITY OF MASSACHUSETTS 1996 — 1999
Bachelor of Science Degree, Management Information System
Boston University
Self-employed September 2000 - Present
BankBoston September 1996 - August 2000
Dress Barn 1994 - 1996
Skills
Event Management, Data Entry, Painting, Quilting, Childcare, Event Planning, Crochet, Art, Social Media, Craft
Education
Bridgewater State University
University of Wisconsin-La Crosse 1988 — 1990
Elkhorn Area Highschool 1984 — 1988