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
Chorus Call June 2014 - Present
University of Pittsburgh School of Medicine 2008 - Present
Self Employed 2002 - Present
Gap Inc./ Gap January 2006 - November 2006
Children's Hospital of Pittsburgh 2001 - 2005
Summa Technologies 1999 - 2002
BankBoston 1996 - 1999
ObjectView Open Systems Ltda. 1995 - 1996
Skills
Java Enterprise Edition, Web Applications, Requirements Analysis, Weblogic, Software Development, EJB, Servlets, JSP, Microsoft SQL Server, System Architecture, Java, C++ Language, WebObjects, TFM, Visual Basic
Education
Universidade Federal de São Carlos 1992 — 1995
Bachelor of Science (BS), Computer Science
Community College of Allegheny County 2002 — 2004
Graphic Design & Acting
J.P. Morgan February 2014 - Present
JP Morgan February 2013 - February 2014
J.P. Morgan March 2010 - January 2013
Itaú BBA February 2008 - March 2010
Citibank November 2006 - February 2008
BankBoston June 2003 - November 2006
Direct Talk April 2002 - June 2003
Thinker Sales Marketing (actual Thiene2080) February 2001 - April 2002
Skills
Banking, Cash Management, Corporate Finance, Financial Services, Trade Finance, Investment Banking, Management, Treasury, Treasury Management, Financial Markets, Risk Management, Investments, Capital Markets, Credit, Sales Management, Sales, Commercial Banking, Credit Risk, Liquidity Management, Strategic Planning, Treasury Services, Networking, Financial Risk, Asset Management, Derivatives, Client Relationship..., Building Relationships, Fixed Income, Shared Service Center, Transactional Banking, Foreign Exchange, Clearing Houses, Asset Managment, Global Cash Management, Sales Execution, Latin America, Liquidity Solutions, Connecting People, Team Management, Connectivity Solutions, Global Business..., RFP, Merchant Acquiring, Merchant Services, ERP Software, Connectivity, Escrow, Corporate Governance, Regulatory Compliance, Cyber-security
Education
Fundação Getúlio Vargas
MBA, Business Management
Universidade Presbiteriana Mackenzie 2001 — 2005
Barchelor's Business Management, Administração
Potomac Falls High School 1999 — 2000
Graduation, Exchange Program
Display Sales Company January 2013 - 2014
Self Employed 2006 - December 2012
Capital Professional Advisors 2000 - 2006
BankBoston 1994 - 1999
American National Bank May 1984 - May 1994
Norwest Investment Services 1984 - 1994
Skills
Management Consulting, Organization &..., Sales Management, Team Leadership, Investment Advisory, Leading Change, Trading, Bonds, Fixed Income, Investments, Financial Markets, Lead Generation, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Business Administration and Management, General
Concordia College
BS, Math
Lufthansa InTouch May 2015 - Present
The Minacs Group / Western Union August 2014 - March 2015
Unica Insurance Inc. October 2013 - December 2013
Itaú Unibanco February 2005 - October 2011
BankBoston January 1995 - June 2001
Skills
Customer Behaviours..., Call Centre Operations..., Development of Campaign..., Post Campaign Analysis, Experience in Credit..., Brazilian Portuguese, Marketing Research, Leadership, Team Leadership, CRM, Management, Customer Satisfaction, Forecasting, Call Centers, Outsourcing, Training, Business Development, Business Strategy
Education
Fundação Getulio Vargas 1999 — 2001
Master of Business Administration (MBA), Marketing
Faculdades Metropolitanas Unidas
Bachelor's degree, Business/Corporate Communications
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
CIGNA January 2001 - Present
BankBoston September 1984 - March 2000
Skills
Certified Scrum Master..., Agile Project Management, Microsoft Office, C#, Microsoft Excel, Excel, Word, .NET, ASP.NET, Application Lifecycle..., Solution Architecture, Team Management, Rally, Confluence, Atlassian JIRA, Scrum, Clinical Data Management, JavaScript, SQL, SDLC, Requirements Analysis, Business Analysis, Web Applications
Education
Colorado State University-Global Campus 2013 — 2018
BS in Organizational Leadership
Carmichael Consulting Advisory Group, LLC August 2013 - Present
Somavita, Inc. September 2007 - Present
ACN 2010 - Present
Bank Rhode Island September 2001 - September 2006
BankBoston 1986 - 2000
Skills
Therapeutic Massage, Reiki, Customer Service, Strategic Planning, Leadership, Risk Management, Banking, Financial Services, Financial Analysis, Process Improvement, Microsoft Excel, Finance, Team Building, Management, Coaching, Strategy, Business Planning, Financial Reporting, Project Planning, Change Management, Forecasting, Contract Management, Cross-functional Team..., Leadership Development, Budgets, Management Consulting, Employee Relations, Business Analysis, Public Speaking, Inventory Management, Negotiation, Team Leadership, Business Strategy, Project Management, Recruiting, Account Management, Small Business, Start-ups, Vendor Management, Mergers & Acquisitions, Telecommunications
Education
Providence College
Bachelor of Science (BS), Accounting/Finance
Community College of Rhode Island
Associate of Science (AS), Business Administration and Management, General
Town of Lexington August 2006 - Present
Nichols College May 2002 - January 2009
Mystic Valley Regional Charter School August 2005 - August 2006
Winchester Public Schools August 2003 - June 2005
MA Army National Guard February 1980 - December 2004
Woburn Public Schools April 2002 - June 2004
MA Army National Guard October 2001 - March 2002
Essential.com August 2000 - September 2001
Allmerica August 1999 - August 2000
BankBoston October 1992 - August 1999
Skills
Curriculum Design, Curriculum Development, E-Learning, Staff Development, Public Speaking, Higher Education, Event Planning, Leadership Development, Special Education, Community Outreach, Program Development, Classroom, Instructional Technology, Distance Learning, Teaching, Educational Technology, Educational Leadership, Grant Writing, Tutoring, Leadership, Coaching, Training, Team Building, Lesson Planning, Nonprofits, Teacher Training, Management, Analysis, Program Management, Project Management, Research
Education
Endicott College 1999 — 2001
Master of Education (M.Ed.), Organizational Leadership
Suffolk University 1980 — 1984
BSBA, Business Administration and Management, General
Southington Board of Education January 2013 - Present
Plainville Public Schools December 2011 - June 2013
Anti-Defamation League January 2003 - August 2012
Freelance Writer & Editor 2000 - 2003
United Technologies 2000 - 2000
People's United Bank 1997 - 1998
BankBoston 1995 - 1997
Allied Resources Corporation 1994 - 1995
JPMorgan Chase (formerly Chemical Bank) 1987 - 1993
Academy of the Holy Angels 1984 - 1986
Skills
Leadership Development, Teaching, Public Speaking, Coaching, Human Resources, Employee Relations, Recruiting, Event Planning, Training, Program Management, Curriculum Design, Workshop Facilitation
Education
Alternate Route To Certification/CT State Department of Higher Education 2011 — 2011
History/Social Studies (026)
Academy of the Holy Angels High School
Duke University
AB, History/Religion
New York University
MA, Experiential Learning
Federal Home Loan Bank of Boston 2014 - Present
RBS Citizens Bank 2006 - 2014
Bank of America 2005 - 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BankBoston 1994 - 1996
BankBoston 1988 - 1994
BankBoston 1986 - 1988
BankBoston 1985 - 1986
Skills
Banking, Operations Management, Financial Accounting, Operational Risk..., Certified Treasury..., Foreign Exchange, Treasury, Loans, Business Analysis, Risk Management, Financial Services, Financial Analysis, Financial Risk, Retail Banking, Process Improvement, Commercial Banking, Operational Risk, Portfolio Management
Education
University of Massachusetts Boston
Master of Science (M.S.), Accounting
Framingham State College
Bachelor of Arts, Economics
MULTIPLE MASSACHUSETTS BASED NOT-FOR-PROFIT ORGANIZATIONS April 2008 - Present
SUDBURY ADULT EDUCATION PROGRAM January 2008 - Present
BANK OF AMERICA 2004 - 2008
FLEETBOSTON FINANCIAL 1999 - 2004
BANKBOSTON 1996 - 1999
BAYBANKS, INC. 1982 - 1996
MASS BAY COMMUNITY COLLEGE 1981 - 1985
Skills
Banking, Retail Banking, Financial Services, Investments, Product Management, Change Management, Leadership, Risk Management, Fundraising, Vendor Management, Relationship Management, Financial Risk
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Finance/Computer Science
Union College 1976 — 1980
BS - Biology/Psychology
PPD January 2007 - Present
Best Buy December 2005 - December 2006
BankBoston January 1995 - October 2005
Seagrams 1993 - 1995
Banco ABC Roma 1991 - 1992
Banco Iochpe 1989 - 1990
Bank of America 1985 - 1988
Citibank 1982 - 1985
The Chase Manhattan Bank 1977 - 1982
Skills
Talent Management, Performance Management, Employee Relations, Deferred Compensation, Employee Engagement, Onboarding, Succession Planning, Human Resources, Applicant Tracking..., Technical Recruiting, HR Consulting, Recruiting, HRIS, Talent Acquisition, Employer Branding, Personnel Management, Workforce Planning, Compensation & Benefit, Strategic HR, Taleo, HR Transformation, Organizational Design, College Recruiting, HR Policies, Organizational..., Benefits Administration, Labor Relations, Employee Training, Performance Appraisal, Organizational..., Executive Search, Internet Recruiting, International Relations
Education
Pontifícia Universidade Católica do Rio de Janeiro 1978 — 1982
Bachelor of Business Administration (BBA)
Fundação Getulio Vargas
HR Management
Bentley University January 2011 - Present
International Investment Advisory 1999 - Present
UBS Global Asset Management (as SBC GAM) 1994 - 1998
UBS Global Asset Management (as SBC GAM) 1990 - 1994
BankBoston 1987 - 1990
Education
Hamilton College
BA, Economics, Philosophy
University of London
MSc, Financial Management
Seeking corporate opportunities writing speeches for business executives. July 2010 - Present
New England Publishing Group Inc. May 2011 - June 2013
Metrowest Daily News January 2011 - January 2013
William Raveis-Real Estate, Mortgage, Insurance August 2004 - January 2011
Willowbend Development Corporation August 2002 - October 2003
Deutsche Bank August 2000 - September 2001
BankBoston April 1996 - May 1998
The Rockport Company February 1994 - June 1995
Skills
Humorist, Editing, Social Media, Journalism, Real Estate, Marketing, Start-ups, Blogging, Strategy, Magazines, Sports, Storytelling, Creative Writing, Publishing, Writing, News Writing, AP Style, Content Development, Content Management, Editorial, Feature Articles, Media Relations, Newspapers, Online Marketing, Publications, Social Media Marketing, Social Networking, Public Relations, Press Releases, Copy Editing, New Media, Web Content, Sales, Digital Media, Copywriting, SEO, Marketing Communications
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
MBA, International Business
The George Washington University 1990 — 1992
BBA, International Business
University of Hartford 1988 — 1990
Associate of Arts (A.A.)
Thayer Academy 1983 — 1988
Diploma
Sharon Junior High School
Pascal Consulting: Strategy/Program Development/Leadership/Change 2013 - Present
Harvard T.H. Chan School of Public Health 2011 - Present
Simmons College 2014 - Present
Beth Israel Deaconess Medical Center 2006 - 2013
Tufts Health Plan 2001 - 2005
BankBoston 1995 - 2000
Pine Manor College 1982 - 1995
Education
Northwestern University - Kellogg School of Management
MBA, Marketing & Organizational Behavior
Harvard University School of Public Health
MPH, Health Policy & Management
University of Michigan
BA, Psychology
TD Bank October 2013 - Present
TD 2012 - Present
Staples, Inc. June 2005 - January 2012
Workscape 2004 - 2005
Authoria, Inc. 2000 - 2003
BankBoston 1987 - 2000
Skills
SDLC, Process Improvement, Business Analysis, Quality Assurance, Team Leadership, IT Operations Management, IT Project & Program..., Vendor Management, Business Process..., Team Building, PMO, ITIL, Software Project..., PMP, Change Management, Enterprise Architecture, Analysis, Business Process, Management, Leadership, CRM, Cross-functional Team..., IT Strategy, Program Management, Project Planning, IT Management, Risk Management, Disaster Recovery, Visio, Integration, Requirements Analysis, Information Technology, Software Documentation, Business Intelligence, Project Portfolio..., Outsourcing, SharePoint, Public Speaking, Requirements Gathering, IT Service Management
Education
Colby College 1982 — 1986
Bachelor of Science (BS), Psychology
L.I.F.E.
First Republic Private Wealth Management April 2012 - Present
Boston Private Bank November 1999 - April 2012
BankBoston 1996 - November 1999
Baybank Investment Management 1993 - 1996
Bank America 1987 - 1992
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Equities, Client Service, New Business Development, Portfolio Management, Wealth Management, High Net Worth..., Investment Management, Alternative Investments, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA, Finance
University of Massachusetts, Amherst 1978 — 1982
BS, Political Science/Economics
United Natural Foods October 2014 - Present
Blue Marble Brands March 2013 - Present
A.B. Munroe Dairy August 2011 - August 2012
Degania Silicone February 2011 - May 2011
CCRI November 2009 - September 2010
Packaging Concepts Ltd June 2005 - March 2008
Little Kids Inc October 2003 - August 2004
BankBoston January 1997 - January 1999
Handy & Harman January 1989 - January 1995
Skills
Customer Service, Customer Retention, Microsoft Excel, EDI, Compliance, Documentations, Logistics, Manufacturing, Project Planning, Sop, Requirements Analysis, GMP, Biotechnology, Team Building, Data Analysis, Management, Process Improvement
Education
Community College of Rhode Island 2008 — 2010
Certificate, Biotechnology; Biology
Beltane Solar, Inc. September 2014 - Present
Zero Carbon Solutions, LLC 2011 - 2014
Durham Capital, LLC 2000 - 2012
MFIC Corporation 2000 - 2006
CEI Ventures, Inc 1990 - 2002
BankBoston 1987 - 1990
Meridian Capital SBIC 1980 - 1987
Skills
Energy Efficiency..., Financial Management, Balance sheet..., Private Equity, Mergers and Acquisitions, Start ups, Restructuring, Alternative Energy, Mergers & Acquisitions, Business Development
Education
Drexel University 1969 — 1974
Bachelor of Science (BS), Accounting and Finance
Expedia, Inc. February 2015 - Present
Expedia April 2012 - February 2015
Expedia September 2011 - April 2012
Expedia September 2009 - September 2011
Microsoft September 2007 - September 2009
Microsoft September 2005 - September 2007
Dolby Laboratories March 2000 - August 2005
Solem & Associates May 1999 - May 2000
BankBoston June 1998 - May 1999
Skills
Public & Media..., Corporate, IR, and..., Internal Team,..., Product Positioning,..., Creative Campaign..., Product Management, Market Research, Product Launches, Cross-Group..., Crisis Management, Project Management, *Getting Things Done!*, Public Relations, Analyst Relations, Marketing Communications, Social Media, Corporate Communications, Product Marketing, Integrated Marketing, Strategic Partnerships, Strategy, Messaging, Competitive Analysis, Digital Media, Internal Communications, Crisis Communications
Education
Fairfield University 1994 — 1998
BA, Psychology, Spanish
Avant Realty Group March 2015 - Present
Youth Enrichment Services November 2007 - Present
Key Advantage Realty May 2012 - March 2015
Keller-Williams Realty February 2009 - May 2012
RE/MAX Landmark 2008 - 2009
Brookline Bank 2001 - 2008
BankBoston 1997 - 2000
Skills
Notary, Sellers, Condos, Real Estate Transactions, Luxury, Real Estate, Customer Service, Negotiation, Marketing, Social Media Marketing, Fundraising, Strategic Planning, Community Outreach, Residential Homes, Selling, Sales, Contract Negotiation, Public Speaking, Referrals, Buyer Representation, Buyers, Relocation, Single Family Homes, Commercial Real Estate, Investment Properties, Retail, Landlords, New Home Sales, Leases, Budgets, Training, Event Planning, Property Management, Nonprofits, Investments, Event Management, Social Networking, Short Sales, Public Relations, Townhomes, Human Resources, Management, Rentals, Social Media, Property, Volunteer Management, Small Business, Coaching, Online Marketing, Marketing Strategy
Education
Fitchburg State University 1987 — 1990
BAD, Management
Needham High School 1982 — 1986
Diploma, College Prep
Bank of America August 1989 - Present
fleet bank 1991 - 2007
BankBoston 1991 - 1999
Skills
Banking, Commercial Banking, Treasury Services, Treasury Management, Credit, Cash Management, Portfolio Management, Treasury, Credit Analysis, Loans, Commercial Lending, Relationship Management, Small Business Lending, Credit Risk, Retail Banking, Payments
Education
College of the Holy Cross 1987 — 1991
TJX May 2012 - Present
EMC July 2011 - May 2012
Fidelity Investments April 2007 - March 2011
WinterWyman June 2000 - March 2007
Scudder Kemper Investments June 1998 - June 2000
BankBoston March 1995 - June 1998
Skills
Talent Management, Executive Coaching, Human Resources, Change Management, Performance Management, Organizational..., Leadership Development, Organizational Design, Organizational..., Program Management, Recruiting, Leadership, Succession Planning, Organizational..., Workshop Facilitation, Strategy, Employee Engagement, MBTI, Onboarding, Training, Culture Change, Coaching, Employee Benefits, Consulting, Strategic Planning, Executive Development
Education
Florida State University
MS, Communication (emphasis in Organizational Development)
Florida State University
BS, Political Communication
INTL FCStone October 2010 - Present
Banco ItaúBBA May 2008 - October 2010
Banco Itaú 2007 - 2008
BankBoston 2004 - 2006
BankBoston 2003 - 2004
Skills
Foreign Exchange
Education
Fundação Getulio Vargas 2009 — 2009
Especialização, Negócios Internacionais e Comércio Exterior: Produtos e Serviços
CPA20 - ANBID - Programa de Certificação Continuada (Continuous Certification Program) 2008 — 2008
FIPECAFI 2007 — 2008
MBA, Treasury
Universidade Presbiteriana Mackenzie 1999 — 2003
Progress Health Coaching November 2010 - Present
CVS Caremark February 2005 - May 2012
CVS Caremark 2005 - May 2012
CVS Caremark 2005 - May 2012
Fleet Bank February 2000 - January 2005
BankBoston 1989 - 2000
Skills
Health Promotion, Health Promotion and...
Education
Framingham State University 1983 — 1988
MA, Health Care Administration
Emmanuel College 1972 — 1980
BS, Psychology
Financial West Group June 2014 - Present
Primerica November 2011 - March 2014
Venture Financial Svcs February 2012 - July 2012
State Street June 2007 - August 2010
Investors Bank & Trust September 1998 - July 2007
BankBoston October 1985 - April 1993
Skills
Investments, Customer Service, Trading, Securities, Fixed Income, Client Service, Insurance, Reconciliation, Corporate Actions, Settlement, Equities, Settlements, Mutual Funds, Accounting, Account Reconciliation, Financial Services, Finance
Education
Utah State University 1975 — 1978
BS, Environmental Studies
Dean College 1972 — 1974
AA, Liberal Studies
SINAPS (www.sinaps-global.com) January 2011 - Present
McLean Hospital 2010 - 2011
Franciscan Hospital for Children 2009 - 2010
NESCA 2007 - 2008
Massachusetts General Hospital 2006 - 2008
Boston Children's Hospital 2004 - 2005
BankBoston 1997 - 2001
The Boston Consulting Group 1995 - 1997
Citi 1993 - 1993
Skills
Neuropsychology, Program Development, Program Evaluation, Special Education, Learning Disabilities, Teacher Training, Public Policy, Business Strategy, Social Entrepreneurship, Child Development, Treatment, Psychology, Psychotherapy, Behavioral Health, Teaching, Career Counseling
Education
Harvard University 1993 — 1995
Master's degree, Business/Managerial Economics
Fielding Graduate Institute
Doctor of Philosophy (PhD), Clinical Psychology
Massachusetts Institute of Technology
Bachelor's degree, Economics
Mizuho Bank January 2015 - Present
Portigon AG August 2014 - December 2014
CEIS Review Inc. December 2011 - May 2014
HSH Nordbank July 2009 - November 2011
BPD Bank June 2003 - December 2008
BankBoston August 1993 - April 1997
Bankers Trust July 1992 - July 1993
Ministerio de Hacienda July 1991 - July 1992
Skills
Risk Management, Credit Risk, Banking, Financial Analysis, International Business, Microsoft Office, Loan Structuring, Due Diligence, Latin America, International Economics, Structured Finance, Credit Analysis, Economic Research, Underwriting, Counterparty Risk, Debt Restructuring, Trade Finance, Financial Modeling, Country (Sovereign)..., Business Writing, Credit Policies, Commercial Real Estate, Credit, Investments, Portfolio Management, Financial Risk, Fixed Income, Restructuring, Emerging Markets, Financial Structuring, Loans, Capital Markets, Commercial Banking, Finance, Project Finance, Financial Institutions, Investment Banking, Corporate Finance, Commodities, Commercial & Industrial, Staff Management, Financial-statement..., Syndicated Loans, Credit Review, Loan Review, Spanish, International Trade, Loan Restructuring, Collateral Management, Credit Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
Master of International Affairs, International Finance and Banking
Ohio Wesleyan University
BA, cum laude, Politics & Government, History
Granville High School
Astron Precision Stamping June 2010 - Present
Hancock Tax & Financial Services January 2010 - July 2010
Jeanne D'Arc Credit Union January 2008 - April 2009
St Marys Bank June 2006 - January 2008
Citizens Bank June 2000 - June 2006
BankBoston June 1985 - June 2000
Skills
Banking, Coaching, Sales Management, Product Management, Loans, Credit, Mortgage Lending, Mortgage Banking, Branch Management, Consumer Lending, Refinance, Retail Banking, Customer Service, Small Business Lending, Financial Analysis, Process Improvement, Lines Of Credit, Commercial Lending, Outlook, Branch Banking, Credit Analysis, Cross Selling, Cash Management, Commercial Banking, Relationship Management, Deposits, Risk Management, Sales, Loan Origination
Education
Daniel Webster College 1988 — 1991
Business Administration and Management, General
Rivier College 1984 — 1986
Psych/Socio
Notre Dame Prep 1981 — 1984
Daniel Webster College
Business Management
HSBC April 2014 - Present
HSBC April 2010 - March 2014
Fitch Ratings May 2009 - April 2010
Standard Bank January 2008 - December 2008
IFC - International Finance Corporation July 2006 - December 2007
BankBoston January 1996 - June 2006
BankBoston Banco Múltiplo SA 1996 - 2006
Skills
Credit, Banking, Credit Risk, Corporate Finance, Business Planning, Structured Finance, Investments, Risk Management, Capital Markets, Financial Risk, Credit Analysis, Financial Analysis, Financial Markets, Finance, Business Strategy
Education
Fundação Getulio Vargas 1998 — 1999
Specialization, Business
Universidade Estadual de Campinas 1991 — 1995
Undergrad, Chemical Engineering
State Street October 2004 - Present
Storability April 2000 - October 2004
BankBoston November 1997 - April 2000
Brigham and Women's Hospital May 1987 - November 1997
Skills
UNIX systems engineering, Solaris, Red Hat Linux (RHCE), Unix Shell Scripting, Veritas Cluster Server, SSH, C, SQL, Perl, Systems Engineering, Information Technology, Network Security, Storage Area Networks, Operating Systems, Information Security, Security, Disaster Recovery, System Administration, Linux, Information Security..., Servers, Integration, Process Automation, Solaris 8/9/10, Red Hat Linux, NFS, Technology Integration, Unix Security, Information Security..., High Availability, Computer Security, Automation, Networking
Education
Cornell University
Master of Science (M.S.), Computer Science and Applied Mathematics
Michigan State University
Bachelor of Science (B.S.), Mathematics
State of Rhode Island April 2009 - Present
Willmott & Associates January 2008 - September 2008
Town of Lincoln February 2002 - September 2007
BankBoston 1997 - 1999
International Data Sciences, Inc. September 1975 - May 1986
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Spreadsheets, PowerPoint, Teaching, Outlook, Microsoft Word, Government, Community Outreach, Access, Policy, Nonprofits, Fundraising, System Administration, Supervisory Skills, Public Speaking, Human Resources, Time Management, Data Entry, Program Management, Strategic Planning, Training, Leadership, Analysis, Volunteer Management, Public Relations, Editing, Process Scheduler, Social Media, Employee Relations, Organizational..., Team Building, Social Networking, Budgets, Data Analysis, Administration, Team Leadership, Research, Event Management
Education
Community College of Rhode Island 1980 — 1984
Computer Programing
Royal Bank of Scotland April 2012 - Present
Royal Bank of Scotland October 2011 - March 2012
Royal Bank of Scotland, N.V. (RBS N.V., F/K/A ABN-Amro Bank, N.V.) June 2009 - March 2012
Haiti Projects July 2011 - November 2011
RBS Citizens, N.A. October 2001 - May 2009
BancBoston Leasing / Fleet Capital Corporation August 1997 - August 2001
BankBoston 1991 - 1997
Skills
International Trade, Leasing, Commercial Banking, Consumer Finance, Lean Manufacturing, Mergers, Integration, Collections Management, Letters Of Credit, Marketing Strategy, Fundraising, Team Leadership, Contract Management, Customer Service, Microsoft Office, System Testing, Outsourcing, Risk Management, Letters of Credit, Financial Services, Mergers & Acquisitions
Education
Endicott College 2008 — 2011
MBA, Finance/Management
Bank Administration Institute 2007 — 2007
Southern New Hampshire University 1984 — 1988
BS Business Mgt., Business Major/Sales Minor
Fidelity Investments January 2003 - May 2012
BankBoston 1996 - 2001
Skills
Business Process..., Change Management, Securities, Contract Negotiation, Business Analysis, Leadership, Strategic Planning, Vendor Management, Negotiation, Risk Management, Relationship Management, Procurement, Financial Risk, RFP, Process Improvement, Financial Services, Contract Management, Outsourcing
Education
Colby College 1962 — 1966
B.A., Economics
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance, General
Robeco Investment Management/Boston Partners February 2002 - Present
College of the Holy Cross May 1981 - Present
Catholic Memorial School September 2008 - Present
New England Province of Jesuits September 2007 - Present
BNY Mellon December 1999 - February 2002
BankBoston March 1987 - November 1999
Chase Manhattan Corporation September 1981 - March 1987
SEIU April 1978 - October 1981
UFCW September 1975 - June 1978
Skills
Institutional..., Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Financial Services, Valuation, Investment Management, Investments, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
College of the Holy Cross 1977 — 1981
AB - Cum Laude, History
Catholic Memorial High School 1973 — 1977
St. Bartholomew School 1964 — 1973
Hesler & Associates LLC May 2008 - Present
AMB Property Corporation January 2000 - May 2007
BankBoston 1997 - 2000
Pelican Packaging 1993 - 1997
Bank of America Business Capital 1989 - 1993
First National Bank of Boston 1984 - 1989
Education
Dartmouth College 1980 — 1984
Laureate Education, Inc. 2008 - Present
Laureate Education July 2002 - September 2008
AOL September 2001 - July 2002
BankBoston 1997 - 1999
Skills
Financial Modeling, Spanish, Customer Relations, Investments, Strategic Partnerships, Strategy Development, conversational French, Business Analysis, Competitive Analysis, Market Analysis, Financial Analysis, Strategy, Customer Service, Business Strategy, Start-ups, French, Analysis, Leadership, Cross-functional Team..., Management, Mergers & Acquisitions, Entrepreneurship, Forecasting, Strategic Planning, Product Development, Marketing, Business Development, Finance, International Business, Corporate Finance, Due Diligence, Project Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
Colby College 1993 — 1997
BA
Rocky Hill School
Bristol County Savings Bank January 2005 - Present
Holy Family Parish 2011 - Present
Annunciation of the Lord Parish 2001 - 2011
Sovereign Bank August 2004 - December 2004
Quaker Fabric November 2003 - August 2004
JPMorgan Chase January 2001 - December 2003
BankBoston September 1994 - December 2000
Skills
Public Speaking, Research, Personnel Management, Retail, Organizational..., Talent Management, Performance Management, Leadership Development, Instructional Design, Employee Relations, Coaching, Succession Planning, Workshop Facilitation, E-Learning, Training, Employee Engagement, Leadership, Change Management, Team Building, Recruiting, Policy, Talent Acquisition, Human Resources, Sales, Customer Service, Program Management, Workforce Planning, Onboarding, Hiring, Needs Analysis, Deferred Compensation, Management, Organizational..., MBTI, Career Development, College Recruiting, Employee Benefits, Employee Training, HRIS, Interviews, New Hire Orientations, Executive Coaching, Management Development, Strategic Planning, Banking, Staff Development
Education
Emmanuel College 2005 — 2008
MS, Human Resources Management
Stonehill College 2001 — 2004
BA, Communication, Magna Cum Laude (3.86)
Bishop Stang High School 1981 — 1985
Cisco January 2015 - Present
Cisco Systems February 2012 - January 2015
Asher Braxton Enterprises LLC October 2004 - February 2012
Corporate Executive Board 2008 - February 2009
GE Healthcare January 2003 - October 2004
GE Healthcare 2002 - 2003
GE Healthcare January 2000 - November 2002
BankBoston March 1998 - December 1999
BankBoston January 1995 - March 1998
Skills
Business Development, C Level Selling, Strategic Sales, Strategic Partnerships, Product Management, CRM, Strategy, Strategic Planning, Cross-functional Team..., Product Development, Management Consulting, Medical Devices, Information Technology, Program Management, Leadership, Healthcare Information..., Healthcare, Finance, Banking, Team Building, Management, Start-ups, Data Analysis, Sales Management, Process Improvement, Professional Services, Cisco Technologies
Education
Thunderbird School of Global Management 2005 — 2007
MBA
University of Minnesota - Carlson School of Management 2004 — 2004
Executive Program
GE Crotonville 2002 — 2002
Executive Program
George Mason University 1991 — 1994
BA
Julius-Maximilians-Universität Würzburg 1991 — 1992
Bachelor of Arts (BA)
RBS Citizens January 2010 - Present
NewStar Financial September 2004 - December 2009
FleetBoston Financial 2000 - 2004
BankBoston 1990 - 2000
Skills
Asset Based Lending, Leveraged Finance, Senior Debt Underwriting, Portfolio Management, Debt Restructuring, Credit Analysis, Due Diligence, Financial Analysis, LBO, Private Equity, Banking, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Management, Structured Finance, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
Automated Financial Systems, Inc. (AFS) March 2013 - Present
CCG Catalyst Consulting Group July 2011 - February 2013
Fiserv 2005 - 2011
TowerGroup 2002 - 2005
BankBoston 1982 - 2001
Skills
Strategic Planning, Organizational..., Banking, Business Process..., Technology Strategy..., Commercial Lending..., Risk Management, Writing & Presentations, Mergers & Acquisitions, Management, Executive Management, Vendor Management, Business Development, Program Management, Process Improvement
Education
Harvard Business School 1980 — 1982
MBA, Business Administration and Management, General
Yale University 1968 — 1972
BA, Classics
St. Paul's School 1964 — 1968
Town of Norwell March 2011 - Present
Plymouth County Advisory Board June 2012 - Present
Norwell Advisory Board July 2007 - March 2011
Fleet Bank March 1998 - March 2000
BankBoston June 1984 - March 1998
Overseas Private Investment Corporation September 1982 - May 1983
Skills
Budgets, Banking, Strategic Planning, Risk Management, Research, Analysis, Management, Negotiation, Financial Analysis, Team Building
Education
Georgetown University 1981 — 1983
Masters, International Business
William & Mary 1977 — 1981
B.A., Government
Wells Fargo 2003 - Present
Fleet Bank 1998 - 2002
BankBoston 1998 - 2002
Bank of America 1994 - 1997
Federal Reserve Bank of Boston 1990 - 1993
Federal Reserve Bank of St. Louis July 1986 - July 1988
Skills
Banking, Financial Analysis, Credit Risk, Portfolio Management, Risk Management, Commercial Banking, Loans, Credit, Financial Risk, Leadership, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, International Business
College of the Holy Cross 1981 — 1985
BA, Economics and Accounting
St. Vincent - St. Mary's High School 1977 — 1981
HS
Harvard Vanguard Medical Associates June 2011 - Present
Harvard Vanguard Medical Associates September 2008 - July 2011
Brigham and Women's Hospital 2008 - 2008
Mission Hospitals 2007 - 2008
ProHealth Medical Center January 2001 - January 2006
The Learning Company 1999 - 2000
BankBoston April 1996 - April 1998
Skills
Healthcare Management, Patient Safety, Healthcare, Hospitals, Healthcare Information..., EHR, Physician Relations, Quality Improvement, Process Improvement, Performance Improvement, Change Management, Strategic Planning, Customer Service, Training, Leadership Development, Team Building, Service Management, Organizational..., Leadership, Management
Education
Endicott College 2010 — 2012
Master of Business Administration (MBA)
Newbury College 1995 — 1997
Associates, Legal Studies
Philadelphia University
Bachelors, Organizational Leadership
Deutsche Bank November 2017 — Present
Bank of the West September 2014 — November 2017
JPMorgan Chase March 2010 — September 2014
HSBC Bank March 2008 — December 2009
ABN AMRO Bank 2006 — 2008
Bank of America 2004 — 2006
Bank of New York Mellon 2000 — 2004
BankBoston 1996 — 2000
Silicon Valley Bank 1996 — 1996
BayBank 1987 — 1996
Skills
Treasury Management, Cash Management, Transaction Banking, Liquidity Management, Corporate Treasury, FX, Trade Finance, Banking, Capital Markets, Commercial Banking, Credit, Credit Cards, FX Options, Financial Institutions, Financial Services, Financial Transactions, International Sales, Operational Risk, Payments, Relationship Management, Risk Management, Sales Management, Treasury, Treasury Services, Hedging, Loans, Funding, Retail Banking, Portfolio Management, Internet Banking, Financial Risk, Credit Risk, Corporate Finance, Financial Markets, Credit Analysis, Payment Systems, Cash, Fixed Income
Education
University of Massachusetts Lowell 1979 — 1980
Master's, Music
Friends University 1975 — 1979
Bachelor's, Music
Partners HealthCare May 2015 - Present
Partners HealthCare November 2011 - May 2015
Lahey Clinic April 2010 - November 2011
Elsevier June 2009 - February 2010
Arthur Blank 2006 - 2008
ZOLL Medical 2003 - 2006
TAC Worldwide 2000 - 2002
The Crochet Consulting Group, LLC 2000 - 2000
Sybase 1997 - 1998
BankBoston 1997 - 1997
Skills
Healthcare, Healthcare Information..., Training, EMR, Hospitals, Medical Devices, EHR, Cross-functional..., Informatics, Healthcare IT, Clinical, Software Documentation, Process Improvement, Technical Training, Information Technology, Information Technology...
Education
Clark University
BA, Psychology
William Blair & Company May 2015 - Present
Boston Private Bank July 1998 - May 2015
BankBoston May 1992 - July 1998
Skills
Banking, Management, Commercial Banking, Equities, Portfolio Management, Financial Services, Asset Management, Finance
Education
Emmanuel College 1995 — 2001
Bachelor's degree, Business Administration and Management, General
Quincy High School 1982 — 1985
Bryant University August 2015 - Present
Staples Inc. 2011 - August 2015
Staples, Inc. November 2004 - January 2007
FleetBoston Financial April 1991 - November 2004
BankBoston 1996 - 2000
Citi 1984 - 1991
Skills
Performance Management, Succession Planning, Employee Relations, Program Facilitation, Organizational..., Situational Leadership, Sales, Internal Communications, Interviews, Labor Relations, Leadership, Coaching, Program Management, Human Resources, Employee Training, Management, Executive Coaching, Training, Organizational Design, Deferred Compensation, Leadership Development, Change Management, Applicant Tracking..., Communication Skills, Personnel Management, Service Management, Career Development, Culture Change, Workshop Facilitation, Instructional Design, Talent Management, PeopleSoft, Conflict Resolution, Workforce Planning, Benefits Administration, Organizational..., Talent Acquisition, Performance Improvement, Budgets, FMLA, Team Building, College Recruiting, Recruiting, Strategy, Management Development, Training Delivery, Employee Engagement, New Hire Orientations, HRIS, HR Policies
Education
Lesley University 2000 — 2004
MS, Training & Organizational Development
Harvard Business School 2002 — 2002
Strategic Human Resource Management
Southern Illinois University, Carbondale
BS, Workforce Training & Development
Barbara Nyagomo Foundation January 2013 - Present
WorldCare International, Inc. July 2006 - October 2010
WorldCare International Inc. August 2002 - June 2006
WorldCare Int. Inc. August 1999 - July 2002
BankBoston June 1998 - July 1999
Skills
HIPAA, Billing, Reconciliations, Writing, Editing, Proofreading, Research, Press Releases, Social Media, Public Relations, Healthcare, Photography, Employee Relations, Compensation, Employee Benefits, Talent Acquisition, Organizational..., Benefits, Deferred Compensation, Human Resources, Outlook, Interviews, Onboarding, Time Management, Staff Development, Leadership, Recruiting, Benefits Administration, College Recruiting, Applicant Tracking..., HRIS, Management
Education
Emmanuel College 2005 — 2010
Masters of Science, Human Resources Management
Cornell University 2005 — 2005
Certificate, Human Resources Management
Framingham State University 1999 — 2002
Bachelors, Corporate Communications
Polytechnic Harare, Zimbabwe 1989 — 1990
Diploma in Supervisory Studies, Business Administration and Management, General
Cranborne Boys High 1981 — 1984
Gasparilla Inn and Club March 2013 - Present
Wells Fargo Capital Finance July 2012 - July 2013
George Patton Associates January 2006 - July 2012
Citizens Bank March 2000 - March 2001
BankBoston April 1996 - March 2000
Skills
Microsoft Office, Account Reconciliation, Accounting, Accounts Receivable, Contract Negotiation, Financial Accounting, Sales, Customer Satisfaction, Customer Retention, New Custom Homes, Credit Risk, Credit Cards, Dispute Resolution, Merchant Services, Merchant Banking, itransact, Elavon, Authnet, Office Administration, Solicitation, Special Collections, Inventory Management, Banking
Education
Community College of Rhode Island
The RI Nurses Institute Middle College Charter High School 2012 - Present
Alternative Educational Programming, Inc November 2004 - March 2009
RICJ 2008 - 2008
Rhode Island Housing2004-2004 June 2004 - October 2004
YMCA February 2003 - June 2004
At&T Wireless January 2000 - January 2003
Phunk Phenomenon January 1999 - January 2002
Citizens Bank January 1999 - January 2000
BankBoston January 1996 - January 1999
Skills
Public Speaking, Nonprofits, Community Outreach, Program Development, Fundraising, Event Planning, Research, Program Management, Grant Writing, Social Media, Recruiting, Strategic Planning, Leadership
Education
University of Rhode Island 2007 — 2008
Certificate, Family Financial Planning and Counseling
Community College of Rhode Island
Associates Degree, General Studies
University of Rhode Island
MBA-Finance, (in progress)
University of Rhode Island
Bachelor's Degree, Human Development and Family Studies
Society Consulting July 2014 - Present
Commonwealth - a McCann Worldgroup company May 2014 - July 2014
WMcCann June 2010 - October 2013
AG2 Publicis Modem April 2006 - June 2010
BankBoston October 2004 - April 2006
Banco PanAmericano November 1996 - October 2004
Skills
Online Marketing, Advertising, Digital Marketing, SEM, Social Media, Strategic Planning, Integrated Marketing, Google Analytics, Negotiation, SEO, Photoshop, Competitive Analysis, E-commerce, Marketing Strategy, Promotions, Excel, Email Marketing, Business Strategy, Planning, PowerPoint, Microsoft Office, Social Media Marketing, Team Management, Mobile, Business Intelligence, Product Management, Word, Market Research, Product Development, Online Advertising, Digital Strategy, Mobile Devices, Media Planning, Marketing Management, CRM, Strategic Communications, Mobile Marketing, Marketing, Brand Architecture, Creative Strategy, Market Analysis, Market Planning, Business Planning, Customer Insight, Marketing Communications, Strategy, Content Strategy, Analytics, Lead Generation, Web Analytics
Education
Fundação Getúlio Vargas 2005 — 2007
Master of Business Administration (M.B.A.), Gestão Empresarial
Fundação Armando Álvares Penteado 2001 — 2003
Master's Degree, Marketing de Serviços
Universidade São Judas Tadeu 1998 — 2001
Bachelor's Degree, Comunicação Social
Staples May 2014 - Present
Bank of America June 2004 - March 2014
Fleet Bank April 1999 - June 2004
BankBoston April 1997 - April 1999
Skills
Banking, Commercial Banking, Foreign Exchange, Currency Options, Dodd-Frank, EMIR Regulations, Risk Management, Listening, Capital Markets, Derivatives, FX Options, Finance, Options, Strategy
Education
Northeastern University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Dickinson College 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Greens Farms Academy 1986 — 1990
Gerdau Long Steel North America April 2015 - Present
University of Maryland University College November 2014 - Present
New York University May 2013 - Present
The World Bank Group March 2009 - November 2014
Votorantim Industrial Group April 2007 - December 2008
Unisys Corporation October 2004 - April 2007
Unisys Brazil July 2001 - October 2004
BankBoston 1996 - 2001
Skills
Leadership Development, Organizational Learning, Graduate Recruitment, HR Consulting, Instructional Design, Interventions, Capacity Building, Talent Assessment, Succession Planning, Competency Management, Talent Management, Organizational..., Organizational..., MBTI, Talent Development, Global Human Resources..., Team Building, Team Leadership, Learning Management, Experiential Learning, Blended Learning, TKI, FIRO-B, Adult Learning Theory, Career Development, Career Assessment, Organizational Behavior, Change Management, Program Management, Human Resources, Performance Management, Strategy, Leadership, Strategic Planning, Coaching, Executive Development, Cross-functional Team..., Management, Executive Coaching, Management Development, Organizational Design, Workshop Facilitation, Staff Development, Project Planning, Culture Change, Management Consulting, Personnel Management, Employee Engagement, Operations Management, Employee Training
Education
Fundação Getulio Vargas
MBA
Escola Superior de Propaganda e Marketing
Master's Degree
Pontifícia Universidade Católica de São Paulo
Bachelor's Degree
The World Bank June 2012 - Present
The World Bank May 1999 - June 2012
BankBoston 1989 - 1999
Skills
Economics, Risk Management, Governance, Managerial Finance, Enterprise Risk..., Treasury, Project Finance, Capital Markets, Banking, Due Diligence, Strategic Planning, Financial Risk, Finance, Financial Analysis, Business Strategy, Corporate Finance
Education
Georgetown University 2003 — 2004
Graduate Certificate, Business Administration Management
Northeastern University 1986 — 1991
BS, Finance
DMI Marketing December 2005 - Present
DMI Marketing December 2005 - Present
Lincoln Financial Advisors March 2005 - December 2006
Banknorth NA August 2003 - January 2005
Seafarers International Union/National Maritime Union January 2002 - April 2003
BankBoston July 1986 - July 2001
Education
Northeastern University 1998 — 1998
Paralegal Certificate, Paralegal
Eastern Nazarene College
BSBA, Business Administration and Management, General
CIT October 2011 - Present
Bank of Ireland 2007 - November 2011
DebtX 2002 - 2007
Fleet Bank 1996 - 2002
BankBoston 1986 - 1996
Chase 1976 - 1986
Skills
Real Estate Lending, Commercial and..., Real Estate Finance, Construction Loans, Loans, Capital Markets, Credit, Commercial Mortgages, Portfolio Management, Asset Managment, Underwriting, Asset Based Lending, Mortgage Lending, Financial Structuring, Investments, Commercial Banking, Due Diligence, Valuation, Loan Origination, Real Estate Economics, Credit Risk, Commercial Real Estate, Debt Restructuring, Real Estate Financing, Asset Management, Real Estate, Finance, Investment Properties, Structured Finance, Leases, CMBS, Syndications
Education
New York University 1977 — 1980
MBA, Finance
College of the Holy Cross 1972 — 1976
BA, Economics/Accounting
Cambridge Savings Bank June 2007 - Present
Bank of America (formerly Fleet) September 2000 - June 2007
BankBoston September 1995 - September 2000
BayBank April 1991 - September 1995
Education
Fairfield University 1982 — 1986
Cohen Hillel Academy August 2007 - Present
Jewish Community Center of the North Shore 2004 - 2007
BankBoston 1996 - 1998
TJ Maxx 1986 - 1996
Hale & Dorr 1977 - 1986
Skills
Employee Benefits, Fundraising, Nonprofits, Volunteer Management, Event Planning, Program Development, Public Speaking, Grant Writing, Event Management, Annual Giving, Editing, Social Media
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1985
MBA, Marketing
Simmons College 1970 — 1974
Bachelor's degree, Psychology
Boston Community Capital, Inc. 2011 - Present
Wainwright Bank & Trust Co. 2001 - 2011
Fleet Bank (cka Bank of America) 1999 - 2001
BankBoston 1998 - 1999
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Nonprofit Management, Finance
Grinnell College 1988 — 1992
1992, Anthropology, Gender Studies
Stuyvesant HS
Visa Inc. Latin America & Caribbean October 2012 - Present
Visa Inc. Latin America & Caribbean 2008 - September 2012
Visa International 2005 - 2008
Visa do Brasil 1997 - 2005
Saga Sistemas & Computadores SA 1995 - 1997
BankBoston 1992 - 1995
Volkswagen do Brasil 1988 - 1988
Skills
Product Management, Electronic Payments, Mobile Payments, Credit Cards, Business Development, Payment Systems, Debit Cards, Merchant Acquiring, E-payments, International Business, POS, Business Alliances, Merchant Services, Payment Services, Strategic Partnerships, Mobile Banking, Relationship Management, Payment Cards, Acquiring, Payments, Payment Card Processing, Payment Gateways, EMV, Business Strategy, E-commerce, Leadership
Education
Georgetown University 2013 — 2013
Executive Education, Franchise Management
University of Miami 2009 — 2009
Executive Education, Emerging Leadership
Youngstown State University 2004 — 2004
Executive Education, International Retail Business
Universidade de São Paulo 2002 — 2003
Master of Business Administration (M.B.A.), Retail Business
Fundação Getúlio Vargas 1999 — 1999
Executive Education, Product Development & Management
Escola Superior de Propaganda e Marketing 1996 — 1996
Executive Education, Marketing of Services
Universidade Presbiteriana Mackenzie 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration & Marketing
Universidade de São Paulo 1989 — 1990
Engineer's degree, Manufacturing Engineer (not completed)
Escola Tecnica Federal de Sao Paulo 1985 — 1988
Technician, Mechanics
JPMorgan Chase 2009 - Present
JPMorgan Chase 2008 - 2009
J.P. Morgan Chase April 2003 - November 2008
Silicon Valley Bank 2002 - 2003
Darwall & Associates June 2000 - May 2001
BankBoston 1995 - 2000
Wells Fargo 1986 - 1995
Union Bank 1980 - 1986
Skills
Banking, Strategy, Portfolio Management, Financial Analysis, Cross-functional Team..., Financial Services, Credit Analysis, Product Management, Trade Finance, Process Improvement, Trading, Product Marketing
Education
Franklin & Marshall College 1976 — 1980
B.A.
Fornaro Restaurant April 2015 - Present
Ml bike shop December 2012 - Present
BTEC Sistemas March 2011 - Present
Banco Itaú March 2007 - March 2011
BankBoston June 2004 - March 2007
Banco Real September 2000 - June 2004
Skills
Marketing Strategy, Segmentation, Banking, Marketing Management, Digital Marketing, Market Planning, Portuguese, Marketing Communications, Business Strategy, Credit Cards, Strategic Planning, Business Planning, Product Management, Marketing, Competitive Analysis, Online Advertising, Direct Marketing, Retail Banking, Portfolio Management, Market Research, Product Marketing
Education
Fundação Armando Álvares Penteado 2003 — 2004
Pós-graduação, Marketing de Serviços
Escola Superior de Propaganda e Marketing 1997 — 2001
Graduação, Administração em Marketing
UBS August 2010 - Present
Itau Private Bank International April 2007 - August 2010
BankBoston 2003 - 2007
Skills
Private Banking, Wealth Management, Portfolio Management, Investments, Banking, Series 63, Financial Markets, Series 7, Investment Banking, Bloomberg, Fixed Income, Asset Allocation, Equities, Trading, Derivatives, Securities, Alternative Investments, Capital Markets, Bonds, Structured Products, Investment Advisory, Wealth Management...
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business/Finance
Florida International University - College of Business 2002 — 2004
Business, Management/Finance/International Business
Miami Dade College 2000 — 2002
AA, Business
Eastern Bank January 2014 - February 2015
Trinity Evangelical Church June 2011 - June 2014
Trinity Evangelical Church August 2008 - June 2011
Eastern Bank September 2000 - June 2011
BankBoston 1994 - 1998
South Shore Savings Bank 1993 - 1994
Wollaston Credit Union 1991 - 1993
Skills
Credit, Small Business Lending, Leadership, Sales, Commercial Banking, Team Building, Commercial Lending, Loans, Microsoft Excel, Customer Service, Banking, Public Speaking, Strategic Planning, Microsoft Word, Retail
Education
Eastern Nazarene College 1988 — 1992
Business Administration - Accounting
A.T. Kearney July 2012 - Present
A.T. Kearney January 2010 - June 2012
A.T. Kearney January 2007 - December 2009
A.T. Kearney June 2005 - December 2006
BankBoston N.A. September 2000 - April 2004
BankBoston Adm. de Cartoes de Credito (Credit Card Administrator) August 1999 - August 2000
BankBoston Adm. de Cartoes de Credito (Credit Card Administrator) January 1998 - July 1999
BankBoston Adm. de Cartoes de Credito (Credit Card Administrator) August 1995 - December 1997
BankBoston October 1994 - July 1995
MAKRO May 1994 - September 1994
Skills
Management Consulting, Strategy, Business Strategy, Business Transformation, CRM, Forecasting, Strategic Consulting, Analytics, Supply Management, Business Process..., Market Entry, Product Development, Change Management, Project Planning, Management, Organizational Design, Marketing, Cross-functional Team..., Competitive Analysis, Product Management, Business Planning, Start-ups, Talent Management, International Business, Acquisition Integration, Consulting, Mergers & Acquisitions, Outsourcing, Segmentation, Talent Development, Solution Design,..., Business Process..., Business Development, Strategic Planning, Project Management, Program Management
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Business
Escola Superior de Propaganda e Marketing 1992 — 1995
BA, Marketing
Beacon Hill Staffing Group February 2010 - February 2010
Update Legal September 2009 - December 2009
Special Counsel September 2007 - December 2009
Commonwealth Financial Network April 2006 - August 2007
Special Counsel January 2005 - March 2006
FleetBoston Financial June 2001 - July 2003
BankBoston June 1998 - May 2001
BankBoston July 1997 - May 1998
BankBoston March 1997 - June 1997
Scitex America September 1996 - February 1997
Skills
Business Development, Succession Planning, Marketing, Operational Efficiency, Human Resources, Consulting, Business, Litigation Support, Employment Law, Recruiting, Legal Compliance, Corporate Law, Due Diligence, Management, Document Review, Westlaw, Analysis, Litigation, Training, Financial Services, Legal Writing, Legal Research, Insurance, Finance, Estate Planning, Mergers & Acquisitions, Employee Benefits, Securities, Bankruptcy, Corporate Governance, Policy
Education
Suffolk University - Sawyer Business School 2000 — 2004
M.B.A., Organizational Behavior
Suffolk University Law School 1986 — 1992
J.D., Law
Connecticut College 1976 — 1980
B.A., Economics
Wilton High School 1972 — 1976
St. Mary's School, Ridgefield, CT
DCAMM Division of Capital Asset Management and Maintenance September 2015 - Present
Boston Redevelopment Authority May 2008 - September 2015
Stratton Development Management January 2007 - April 2010
J. P. Donahoe Construction Co., Inc. January 2001 - December 2005
Redwood Power Company March 2004 - June 2005
Corcoran Jennison Companies May 1997 - December 2000
BankBoston 1990 - 1994
BankBoston 1990 - 1994
I. J. Barkan, Inc. 1986 - 1990
Skills
Sustainability, Construction, Urban Planning, Community Development, Real Estate Development, Real Estate Economics, Entitlements, Zoning, Affordable Housing, Land Use, Redevelopment, Economic Development, Commercial Real Estate, Comprehensive Planning, Feasibility Studies, Land Development, LEED, Land Use Planning, Mixed-use, Policy Analysis, Public Policy, Urban Design, Real Estate Financing, Leases
Education
Massachusetts Institute of Technology 1994 — 1995
Master of Science in Real Estate Development (MSRED)
Dartmouth College 1980 — 1984
A. B., Government
Crabtree & Evelyn July 2014 - June 2015
Crabtree & Evelyn 2013 - July 2014
McKinsey & Company June 1998 - May 2001
BankBoston April 1995 - May 1998
Skills
Project Management, Change Management, Communication Skills, Database Marketing, Report Design, Collaborative..., Forecasting, Digital Marketing, Email Marketing, ECommerce
Education
Cornell University 2013 — 2013
Certificate, Marketing Strategies for Business Leaders
Simmons College 1993 — 1995
BA, Marketing
Rhode Island School of Design 2007 — 2009
Certificate, Historic Preservation
University of Pennsylvania 1994 — 1994
German language
Nichols College 1991 — 1993
Marketing
Beerdog LLC June 2011 - Present
Dynamic Bicycles January 2011 - Present
LaserPerformance May 2008 - May 2010
InBev May 2006 - March 2008
InBev September 2004 - April 2006
InBev February 2004 - September 2004
InBev 2001 - 2003
Labatt USA 1999 - 2001
BankBoston 1995 - 1997
Skills
FMCG, Consumer Insights, Marketing Strategy, Product Development, Brand Development, Strategic Planning, New Business Development, Marketing Communications
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1995
MBA, Marketing
Washington University in St. Louis 1986 — 1990
BA, Economics
Moses Brown 1975 — 1986
East Boston Savings Bank April 2002 - Present
Xtravision Photography 2009 - 2014
Citizens Bank 2000 - 2001
Fleet Bank 1993 - 2000
BankBoston 1993 - 2000
BayBank 1993 - 2000
Copley Flair 1990 - 1992
Skills
Leadership, Commercial Banking, Small Business Lending, Microsoft Excel, Microsoft Office, Mortgage Lending, CRM, Microsoft Word, Strategic Planning, Banking, Loans, Risk Management, Coaching, PowerPoint, Lines Of Credit, Credit, Retail Banking, Customer Service, Commercial Mortgages, Management, Residential Mortgages, Real Estate, Sales, Strategy, Training, Commercial Lending, Consumer Lending, Financial Analysis, Portfolio Management, Insurance
Education
Dublin Business School 1989 — 1992
Dale Carnegie
Graduate
St. Vincent's CBS
G20 Ventures September 2013 - Present
Advanced Technology Ventures 2001 - Present
Thinking Phone Networks 2012 - Present
Channel Advisor January 2007 - Present
Actifio January 2011 - Present
[x+1] January 2009 - Present
Evergage April 2014 - Present
Acme Packet 2003 - 2013
Application Networks 2003 - 2008
BankBoston 1999 - 2001
Skills
Start-ups, Entrepreneurship, Product Management, Enterprise Software, SaaS, Corporate Development, Cloud Computing, Angel Investing, Mergers, Product Marketing, Strategic Partnerships, Private Equity, Business Strategy, Business Development, Management Consulting, Digital Media, Marketing, Go-to-market Strategy, Leadership, Product Development, Strategy
Education
Ramapo
Ramapo
Harvard University 1982 — 1986
B.A.
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA
AdvisorAdit June 2011 - Present
RIA Consulting Services September 2010 - December 2011
Fidelity Investments 2000 - December 2010
MMG Consulting, Wellesley, MA October 1999 - December 2000
BancBoston Robertson Stephens January 1995 - October 1999
BankBoston January 1990 - January 1995
Marine Midland Banks January 1983 - January 1990
Touche Ross September 1981 - January 1983
Skills
Sales, Sales Management, Developing Client..., Client Relationship..., Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments, Finance, Asset Management, Financial Advisory, Private Equity, Capital Markets, Risk Management, Wealth Management
Education
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
Pearson North America January 2013 - Present
Pearson Education February 2010 - December 2012
Pearson Education May 2004 - February 2010
BankBoston 1996 - 2001
Skills
Academic Publishing, Textbooks, Ebooks, Online Publishing, Publishing, Educational Technology, Higher Education, Program Management, Leadership, Content Management, Strategy, Publications, Copy Editing, Books, Content Development, Business Strategy, Editorial, Proofreading
Education
Emerson College 2005 — 2008
MA, Publishing and Writing
Trinity College, Dublin 1990 — 1994
Bachelor's degree, Politics and Business Studies
Cyrus Technology Group 2006 - Present
Hingham Real Estate 2005 - Present
State Street Research January 1997 - March 2005
BankBoston 1995 - 1997
State Street Bank 1987 - 1994
Skills
Management, Project Management, Portfolio Management, Process Improvement, Program Management, Business Analysis, Mutual Funds, SQL, Due Diligence, Asset Management, Equities, Trading, Financial Services, Integration, Business Strategy, Real Estate, Investment Management, Business Requirements, Microsoft Excel, Consulting, Financial Modeling, Strategic Planning
Education
Dartmouth College 1981 — 1983
MS, Computer Information Science
Trinity College-Hartford 1979 — 1981
BA, BS, Economics and Computer Science
Bill and Joan Alfond Foundation April 2015 - Present
Maine Lakes Resource Center April 2014 - April 2015
MaineGeneral Health May 2009 - January 2014
Colby College 2000 - April 2009
BankBoston 1998 - 2000
Center for Women and Enterprise 1998 - 1999
City Year 1994 - 1997
Gillette 1989 - 1994
Skills
Nonprofits, Public Speaking, Grant Writing, Fundraising, Community Organizing, Philanthropy, Grants, Program Development, Event Planning, Planned Giving, Stewardship, Annual Giving, Community Outreach, Volunteer Management, Project Management, Healthcare, Alumni Relations
Education
Cornell Law School 1983 — 1986
J.D., Law
Colby College 1977 — 1981
B.A., Government, American Studies
KeyCorp August 2004 - Present
RBC Capital Markets 2001 - 2004
Robertson Stephens August 1997 - July 2002
BankBoston 1992 - 1997
Education
Denison University 1988 — 1991
History
Homewood-Flossmoor High School 1987 — 1987
Bedford, MA Public Schools August 2014 - Present
Simmons College January 2010 - May 2014
BankBoston May 1990 - June 1997
Bank of New England September 1988 - May 1990
Continental Bank May 1987 - July 1988
Bankers Trust Corporation September 1984 - May 1987
Skills
Non-profits, Community Outreach, Volunteer Management, Microsoft Excel, Microsoft Word, Research, Healthcare, Higher Education, SPSS, Digital Photography, Teaching, Data Analysis, Statistics, Microsoft Office, Strategic Planning, Substitute teacher
Education
Simmons College 2009 — 2014
Masters in esl, Esl
Hamilton College 1980 — 1984
Bachelor of Arts (BA), Economics
Santander Bank, N.A. January 2015 - Present
Quincy College September 2003 - Present
Eastern Nazarene College August 2012 - January 2015
Omgeo September 2011 - July 2012
Strategic Solutions Group February 2011 - September 2011
Interactive Data September 2010 - December 2010
State Street Bank June 2008 - September 2010
Fidelity November 2000 - May 2008
BankBoston 1995 - 2000
Skills
Program Management, Business Analysis, SDLC, Financial Services, Analysis, Project Management, Leadership, Risk Management, Process Improvement, Visio, Credit Risk, PMO, Software Project..., Management, Vendor Management, Data Analysis, Business Process, Integration, Finance, IT Strategy, Consulting, Change Management, PMP, Business Intelligence, Project Portfolio..., Business Process..., Software Development, Software Documentation, Scrum, SharePoint, Agile Project Management, Higher Education, Market Risk, Governance, Requirements Gathering, Project Planning, Information Technology, Infrastructure, Problem Solving, Business Process..., Trading Systems, Settlement, Information Security, premortem, mangement consulting, systems infrastructure, Information Security..., Curriculum Development, Team Leadership, ERP Implementations
Education
Quincy College
Human Resources Management Certificate
Northeastern University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA)
University of Massachusetts Boston 1995 — 2000
BA, Economics
Mandarian Classes at N Quincy Community Center
Avidia Bank January 2014 - Present
Avidia Bank May 2008 - Present
Fidelity Co-Operative Bank April 2002 - May 2008
Fleet Bank 2000 - 2001
BankBoston 1997 - 2001
BayBank 1984 - 1997
Skills
Loans, Credit Risk, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Analysis, Portfolio Management, FHA, Retail Banking, Accounting, Management, Financial Risk, Risk Management, Banking, Underwriting
Education
Franklin & Marshall College 1978 — 1982
BA, Business
UBS 2011 - Present
UBS 2007 - 2011
BankBoston International May 2005 - May 2007
Bankboston February 1998 - November 2004
Education
Fundação Armando Álvares Penteado 1995 — 2001
Economics
Colegio Dante Alighieri
Sun Life Financial April 2012 - Present
Sun Life Financial April 2008 - April 2012
BearingPoint 2006 - 2008
TJX March 2006 - April 2006
BankBoston 2000 - 2001
Skills
Hyperion Enterprise, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, US GAAP, Accounting, Forecasting, Treasury Management, Auditing
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA, Accounting
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (B.A.), Economics
Success! Real Estate June 2015 - Present
Classic Homes Real Estate July 2014 - June 2015
Brokers' Service Marketing Group July 2013 - January 2014
DMI Experience Results December 2006 - July 2013
Lincoln Financial Advisors March 2005 - December 2006
TD Banknorth Insurance Agency August 2003 - January 2005
Seafarers International Union January 2002 - April 2003
BankBoston June 1986 - July 2001
Skills
Insurance, Investments, Training, Customer Service, Analysis, Marketing, Software Documentation, Underwriting, Access, Strategic Planning
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science in Business Administration, Business Administration and Management, General
TD Bank NA November 2014 - Present
Riverton Country Club April 2013 - Present
TD Bank NA March 2008 - January 2015
Commerce Bank December 2004 - March 2008
Provident Bank December 2001 - July 2004
Fleet Boston Financial March 1998 - December 2001
BankBoston June 1995 - March 1998
Bank of Boston January 1992 - June 1994
Bank of Boston October 1989 - January 1992
Comptroller of the Currency June 1979 - October 1989
Skills
Capital Markets, Commercial Lending, Credit Analysis, Mortgage Underwriting, Credit Risk, Commercial Banking, Small Business Lending, Credit, Loans, Asset Based Lending, Securitization, Banking, Financial Risk, Retail Banking, Investments, Loan Origination, Portfolio Management, Enterprise Risk..., Mortgage Lending, Consumer Lending, Risk Management, Operational Risk, Commercial Mortgages, FX Options, Cash Flow Lending, Lines Of Credit, Financial Analysis, Trading, Structured Finance, Syndications, Basel II, Cash Management, Financial Institutions, Financial Structuring, Middle Market, Treasury Management
Education
University of Pittsburgh 1988 — 1989
12 credit hours, MBA Banking & Finance, MBA unfinished
University of Oklahoma 1984 — 1986
12 credit hours, MBA Finance, MBA unfinished
Drexel University - College of Business and Administration 1981 — 1983
21 credit hours, MBA Finance & Banking, MBA
La Salle University 1974 — 1979
BS, Business Administration (Accounting)
Capital One October 2011 - Present
Capital One Bank August 2009 - October 2011
Chevy Chase Bank December 2004 - August 2009
Chevy Chase Bank October 2000 - December 2004
Fleet Bank March 1990 - September 2000
BankBoston 1996 - 1998
Education
The Johns Hopkins University 2003 — 2006
MS, Organization Development and Strategic Human Resources
Curry College 1997 — 2000
BA, Business Management
123 Accessibility, Inc. December 2011 - Present
JJS Consultancy November 2009 - December 2011
Structure Tone October 2004 - November 2009
FleetBoston Financial March 1999 - April 2004
BankBoston August 1983 - April 2000
Skills
Customer Presentations, Business Planning, Project Portfolio..., Budgets, Construction Management, Contract Management, Management, Proposal Writing, Strategy, Strategic Planning, Project Management, Real Estate, Project Planning, Market Research, Contract Negotiation, Construction, Due Diligence, LEED AP, Start-ups
Education
D'Amore-McKim School of Business at Northeastern University 1978 — 1982
MBA, Finance
Worcester Polytechnic Institute 1969 — 1973
BSCE, Civil Engineering
Citizens Bank April 2012 - Present
Randstad HR Solutions November 2011 - April 2012
CVS/Caremark 2005 - September 2010
Sunlife Financial 2001 - 2004
BankBoston August 1993 - 2000
New England Laser Printing 1988 - 1991
Skills
Project Management, Team Building, Customer Service, Banking, Microsoft Excel, Project Planning, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Department Budgeting, Access
Education
Salve Regina University 2007 — 2010
MBA, Business Management
Roger Williams University 1995 — 1997
BS, Business Administration
Community College of Rhode Island 1987 — 1994
Associates, Business
Georgetown Bank March 2015 - Present
TD Bank USA January 2003 - March 2015
Salem Five Bank 1999 - 2002
BankBoston 1994 - 1999
Pioneer Bank 1992 - 1994
Skills
Mergers, Insurance, Financial Modeling, Microsoft Office, Underwriting, Public Speaking, Investments, Business Development
Education
Northeastern University - Graduate School of Business Administration 1982 — 1987
Master of Business Administration (MBA), Finance, General
Middlebury College 1973 — 1977
BA, History
Hamilton-Wenham Regional High School 1969 — 1973
High School Diploma
Magellan Health February 2015 - Present
Baystate Health January 2006 - January 2015
Cooley Dickinson Hospital September 2002 - January 2006
People's United Bank August 1998 - August 2002
BankBoston August 1995 - August 1998
Saint Joseph College August 1992 - May 1994
Fairfield University August 1987 - August 1992
Western Connecticut State University June 1985 - August 1987
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Healthcare, Workforce Planning, Sourcing, Recruiting, Interviews, Human Resources, Training, Personnel Management, Leadership, Management, Temporary Placement, Onboarding
Education
Fairfield University 1980 — 1984
Bachelor of Arts, English
Santander Bank, N.A. August 2014 - Present
Santander Bank US March 2012 - Present
Sovereign Bank/Santander July 2010 - October 2012
Sovereign Bank February 2007 - July 2010
Boston Financial Data Services 2001 - 2006
BankBoston 1999 - 2001
Bank of Boston 1977 - 2001
Skills
Retail Banking, Financial Services, Relationship Management, Loans, Vendor Management, Cash Management, Credit, Risk Management, Business Analysis, Commercial Banking, Internet Banking, Portfolio Management, Financial Risk, Process Improvement, Commercial Lending, Credit Analysis, Consumer Lending
Education
Eastern Nazarene College 2001 — 2006
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Fidelity Investments May 2008 - Present
Cleartelligence, Inc. 2012 - 2013
Staples 2010 - 2012
BostonCoach 2008 - 2009
Fidelity Investments February 2006 - October 2007
Siebel Systems 1999 - 2006
BankBoston 1996 - 1999
Education
College of Engineering, Trivandrum 1990 — 1994
St.Joseph's Convent GHS, Tuet, Kollam
Bank of America 2002 - 2007
BankBoston 1998 - 2005
Bank Boston/Fleet 1995 - 1999
Bank of Boston 1992 - 1999
Education
Emmanuel College 2001 — 2009
GE Asset Management October 2010 - June 2011
Greenfield Online 2002 - 2010
The Boston Globe 1999 - 2002
BankBoston 1993 - 1999
Skills
Market Research, Analytics, Six Sigma, Segmentation, Marketing Research, Online Research, Customer Insight, Management
Education
Eastern Connecticut State University 1987 — 1991
Bachelor of Science, Business
Fidelity Investments June 2008 - Present
Fidelity Investments August 2006 - June 2008
Fidelity Investments January 2005 - August 2006
Fidelity Investments February 2000 - January 2005
Fidelity Investments April 1997 - February 2000
BankBoston June 1995 - April 1997
BankBoston June 1993 - June 1995
Skills
Requirements Gathering, Program Management, Change Management, Mutual Funds, Financial Services, Defined Benefit, Vendor Management, Mergers, Visio, Pensions, Business Analysis, Databases, 401k, Defined Contribution, SDLC, Process Improvement, Risk Management, Project Management
Education
Framingham State University 1994 — 1998
MBA, Business
Westfield State University 1986 — 1990
Tufts Health Plan January 2005 - Present
Tufts Health Plan May 2001 - January 2005
Children's Hospital 1999 - 2001
BankBoston 1997 - 1999
Skills
Financial Analysis, Medicare, Healthcare, Auditing, Accounting, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Internal Controls, Financial Reporting, Financial Accounting, Accounts Payable, Internal Audit, Tax, QuickBooks, Access, Healthcare Consulting, Managed Care
Education
University of Phoenix 2010 — 2012
MSA, Accountancy
Emmanuel College 2006 — 2008
BSBA, Business
Yardley Partners January 2014 - Present
Western Union May 2013 - January 2014
Western Union December 2011 - April 2013
Western Union September 2006 - November 2011
Yardley Partners February 2004 - August 2006
Bank of Tokyo-Mitsubishi January 1999 - January 2004
BankBoston April 1997 - December 1998
JP Morgan November 1985 - March 1997
Skills
Financial Services, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Financial Risk, AML, Banking, Due Diligence, Operational Risk..., Management, Auditing, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley, Fraud, Corporate Finance
Education
Rider University 1970 — 1973
Bachelor of Science (B.S.), Accounting and Finance
Cornell University - Johnson Graduate School of Management
Cornell University - Johnson Graduate School of Management
Hudson Public Schools September 2001 - Present
BankBoston 1995 - 2000
BayBank 1993 - 1995
Education
Colby-Sawyer College
ABA, Liberal Arts
Rivier College
BA, Fine Arts
Sovereign Bank July 2000 - Present
Santander Bank, N.A. 2000 - Present
BankBoston September 1970 - July 2000
Skills
Retail Banking, Banking, Credit, Financial Analysis, Customer Service, Microsoft Word, Cash Management, Relationship Management, Small Business Lending, Risk Management, Finance, Microsoft Excel, Coaching, Credit Analysis, Commercial Banking, Sales, Loans, Commercial Lending, Teamwork, Credit Risk, Consumer Lending
Education
Fisher College
Associates Degree
Northeastern University - Graduate School of Business Administration
Quiet Logistics March 2011 - Present
Quiet Logistics October 2009 - March 2011
P&H Solutions 2003 - 2009
ACI Worldwide 2003 - 2009
BankBoston 1989 - 2001
Coopers & Lybrand 1983 - 1989
Education
Northeastern University - Graduate School of Professional Accounting 1982 — 1983
MS, Accounting
Colgate University 1977 — 1981
AB, Mathmatical Economics
Concord Academy 1973 — 1977
DCAMM Division of Capital Asset Management and Maintenance June 2013 - Present
Department of Neighborhood Deveopment September 2010 - June 2013
Department of Neighborhood Development September 2006 - September 2010
Department of Neighborhood Development January 2000 - September 2006
BankBoston January 1998 - December 1999
BayBank/ BankBoston May 1996 - August 1998
Skills
Microsoft Office, PeopleSoft, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Adobe Acrobat, Social Media, Policy, Training, Outlook
Education
Gibbs College 2006 — 2008
Associates, Graphic Design
Wheaton College (MA) 1993 — 1995
Beaver Country Day School 1989 — 1993
High School
TD October 2013 - Present
TD Bank USA February 2012 - Present
TD Bank USA September 2010 - February 2012
Ishan Advisors, LLC 2004 - October 2010
Fleet Bank 2001 - May 2004
BankBoston 1997 - 2001
BankBoston 1994 - 1997
Riggs Bank 1994 - 1994
BankBoston 1989 - 1991
Bank of New England 1986 - 1989
Skills
Portfolio Management, Financial Risk, Banking, Credit, Credit Risk, Loans, Commercial Banking, Management, Commercial Lending, Analysis, Relationship Management, Credit Analysis, Fixed Income, Risk Management, Capital Markets
Education
The George Washington University - School of Business 1979 — 1981
MBA, Finance and International Business
Georgetown University 1975 — 1979
BS, Economics and Japanese
BCC
Direct Federal Credit Union EFT Account ManagerNYCE CorporationAugust 2001 - September 2004
BankBoston 1995 - 2001
BayBank 1987 - 2001
Education
Emmanuel College 1994 — 1996
Bachelor's, Management
Bank of America January 2012 - Present
Bank of America August 2008 - December 2011
Bank of Ameria November 2008 - August 2009
Bank of America April 2004 - November 2008
Fleet Bank February 2002 - March 2004
Fleet Bank June 2000 - January 2002
BankBoston August 1993 - May 2000
Bank of Boston April 1992 - July 1993
Lewtan Technologies February 1991 - March 1992
Bank of New England September 1987 - February 1991
Skills
Mergers, Program Management, Six Sigma, PMO, Integration, Team Leadership, Project Management, Vendor Management, PMP, SDLC, ERP, Mergers & Acquisitions, Management, Project Portfolio..., SharePoint, IT Strategy
Education
Eastern Connecticut State University 1983 — 1987
BS, Mathematics, Computer Science
Wells Fargo Advisors, LLC July 2012 - Present
Citi September 2011 - July 2012
Merrill Lynch February 2011 - September 2011
Bank of America January 2010 - July 2011
Banco Itaú 2007 - 2007
BankBoston International 2002 - 2007
BankBoston 2002 - 2006
Education
Florida International University - College of Business Administration 2000 — 2001
Master, International Business
Bank of America April 2004 - January 2005
Fleet Bank 2000 - 2004
BankBoston 1997 - 2000
BayBanks, Inc. 1985 - 1996
Neworld Bank 1980 - 1985
Skills
Marketing Strategy, Segmentation, Product Management, Direct Mail, Pricing, Management, Product Development, Competitive Analysis, Product Marketing, Market Research, Marketing, Strategy, CRM
Education
University of North Carolina at Chapel Hill 1975 — 1977
mrp, City and Regional Planning
Duke University 1969 — 1973
B.A., Sociology and Public Policy
Duke University
Bachelor’s Degree
Cambridge Savings Bank April 2015 - Present
Cambridge Savings Bank November 2012 - April 2015
Cambridge Savings Bank April 2012 - November 2012
Sovereign Bank September 2010 - April 2012
Trinity Fund Raising Consultants September 2009 - September 2010
Citibank October 2007 - February 2009
Bank of America November 2006 - October 2007
Bank of America September 2004 - November 2006
BankBoston 1998 - 2000
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Cash Management, Sales Management, Investments, Retail Banking, Portfolio Management, Team Building, Sales, Customer Service, Business Analysis, Business Development, Strategy, Small Business, Mortgage Banking, Financial Services, Underwriting, Residential Mortgages, Branch Banking, Management, Strategic Financial..., Credit Risk, Lines Of Credit, Financial Analysis, Risk Management, Internet Banking, Finance, Commercial Mortgages, Business Relationship..., Asset Management, Financial Risk, Cross Selling, Branch Management, Relationship Management, Deposits, Insurance, Loan Origination
Education
Harvard Extension School 1987 — 1991
Bachelor's Degree, Government
University of Bridgeport 1982 — 1985
Assoc., L. Arts
Visa Inc March 2010 - Present
Visa January 2006 - March 2010
Unibanco February 2004 - January 2006
Redecard January 2003 - February 2004
BankBoston January 1995 - January 2003
Skills
Credit Cards, Debit Cards
Education
Fundação Getulio Vargas 2008 — 2009
MBA
Fundação Armando Alvares Penteado 2004 — 2005
POS
Pontifícia Universidade Católica de São Paulo 1994 — 2000
Graduation, Economics
Hawtan Leathers, LLC 2003 - Present
Fusion Media Group 2010 - 2014
Digital Generation 2006 - 2013
FastChannel 2002 - 2006
Robertson Stephens & Co. 1997 - 2001
Marlin Broadcasting 1996 - 1999
Smart Routes 1997 - 1998
BancBoston Securities 1994 - 1997
BankBoston 1981 - 1994
Skills
Private Equity, Mergers, Strategy, Investment Banking, Business Development, Access, Mergers & Acquisitions, Equities, Venture Capital
Education
Simmons Graduate School of Management 1980 — 1981
MBA
Mount Holyoke College 1974 — 1978
Bachelor of Arts (BA), Economics
Dartmouth College 1976 — 1977
Economics
Stone Ridge, Convent of the Sacred Heart 1961 — 1974
High School, Stone Ridge, Convent of the Sacred Heart
Northeast Bank September 2012 - Present
Mt. Washington Bank November 2007 - August 2012
Mt. Washington Bank 2002 - 2007
Mt. Washington Bank 2000 - 2002
Sovereign Bank 1999 - 2000
BankBoston 1998 - 1999
Abington Savings Bank 1995 - 1998
Crescent Credit Union 1989 - 1995
Skills
Retail Banking, Risk Management, Software Documentation, Banking, IT Project Leadership, Mergers & Acquisitions, IT Management, Deposits, Disaster Recovery, Microsoft Excel, Portfolio Management, Customer Service, Project Management, MS Project, Disaster Risk Reduction, Microsoft Word, Project Planning, IT Project..., Vendor Management, Business Continuity
Education
Emmanuel College 2004 — 2006
Bachelor's of Science, Business Administration
Massasoit Community College 2002 — 2004
Associate's degree, Business Management
Mount Ida College 1989 — 1991
Associate's Program, Fashion Design
Brockton High School 1985 — 1989
Brown Brothers Harriman March 2015 - Present
The Kraft Group November 1999 - June 2014
BankBoston 1996 - 1999
Shawmut Bank March 1993 - January 1996
Bingham McCutchen LLP 1988 - 1992
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Mergers & Acquisitions, Licensing, Intellectual Property, Employment Law, Legal Advice
Education
Cornell Law School 1985 — 1988
Doctor of Law (J.D.)
Wellesley College 1980 — 1984
Bachelor of Arts (B.A.), English and Political Science
Bank of Ireland 2005 - Present
American Express Bank 2002 - 2005
Fleet Bank (Singapore) January 2000 - January 2003
BankBoston January 1997 - January 2000
Chase Manhattan Bank January 1991 - January 1997
Paine Webber Futures 1988 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
RSA April 2013 - December 2013
RSA January 2010 - March 2013
Freelancer August 2007 - December 2009
BankBoston February 2004 - July 2007
BankBoston September 2001 - February 2004
Nokia Mobile Phones September 1999 - September 2001
MCO Comunicação Integrada 1997 - 1999
Skills
Marketing Communications, Corporate Communications, Event Management, Event Planning, Corporate Events, Public Relations, Media Relations, Corporate Citizenship, Corporate Social..., Internal Communications, Work Life Balance, Wellbeing, Relationship Marketing, Product Launch, Incentive Programs, Incentive Travel, Intranet, BTL Activations, B2B Marketing, Management, Marketing Strategy, Sponsorship, B2B, Events Coordination, Live Events, Marketing
Education
MacEwan University 2014 — 2015
George Brown College 2014 — 2014
Fundação Armando Alvares Penteado 1996 — 2000
BA in Social Communication (major in Public Relations)
Ofelia Fonseca 1987 — 1994
Citizens Financial Group, Inc. May 2010 - Present
State Street September 2007 - April 2010
Citizens Financial Group, Inc. July 2006 - March 2007
Bank of America May 2004 - May 2006
FleetBoston Financial October 2003 - April 2004
FleetBoston Financial October 2001 - September 2003
FleetBoston Financial October 1999 - September 2001
BankBoston October 1998 - September 1999
BankBoston July 1995 - September 1998
BankBoston June 1992 - June 1995
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), Marketing concentration
Dartmouth College 1971 — 1973
Bachelor of Arts (BA), Mathematics
Wellesley College 1969 — 1971
Bachelor of Arts Candidate, Bachelor of Arts Candidate
Covidien January 2012 - April 2014
Covidien January 2009 - December 2011
Simmons School of Management September 2003 - December 2008
Deloitte January 1998 - December 2002
BankBoston 1996 - 1997
BayBank June 1993 - July 1996
The Boston Company June 1991 - June 1993
Skills
Talent Management, Organizational Design, Organizational..., Change Management, Training, Coaching, Career Development, Leadership Development, Leadership, Executive Coaching, Workshop Facilitation, Onboarding, Performance Management, Human Resources, Employee Engagement, Succession Planning, Diversity & Inclusion, Culture Change
Education
Denison University
BA, Economics/History
Lesley University
MS, Training & Development
Goodwin Capital Advisers April 1997 - Present
BankBoston 1993 - 1997
Fleet Bank 1992 - 1993
Skills
Alternative Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Investment Strategies, Fixed Income, Bloomberg, Equities, Investment Management, Asset Management, Mutual Funds, Capital Markets
Education
Dartmouth College 1989 — 1992
B.A., Economics
N.H. International Trade Resource Center 2010 - Present
Art of Speaking Toastmasters Club 2005 - 2010
FIRST NATIONAL BANK OF IPSWICH 2007 - 2009
YACHTVANTAGE INTERNATIONAL 2006 - 2007
BankBoston 1991 - 2002
BANK OF NEW January 1988 - January 1991
IRVING TRUST COMPANY January 1983 - January 1988
Education
Columbia University - School of International and Public Affairs
Master's, International Affairs/International Finance
Pomona College
B.A, Anthropology
Barclays Real Estate Group March 2014 - Present
FirstService Residential Florida January 2014 - July 2015
Better Homes and Gardens Real Estate, Market America Group January 2013 - March 2014
Keller Williams Real Estate Peace River Partners February 2012 - January 2013
Maxim LLC - Commercial and Residential Real Estate May 2011 - February 2012
The Kitchen Center Of Rhode Island January 2009 - February 2011
Amtrust Bank / Ohio Savings 2004 - 2009
GreenPoint Mortgage, Inc 1999 - 2004
North American Mortgage Co a division of Dime Savings Bank 1998 - 1999
BankBoston 1996 - 1998
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Loans, Credit, VA loans, Real Estate, USDA, Investment Properties, Mortgage Underwriting, Underwriting, Residential Mortgages, Sales Management, Sellers, REO, Commercial Real Estate, Residential Homes, Selling, Condos, Investors, Short Sales, Buyer Representation, First Time Home Buyers
Education
University of Hartford 1983 — 1984
Business Administration and Management, General
Dean College 1981 — 1983
Associate of Arts (AA), Business Administration and Management, General
BankBoston 1988 - 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, English, Microsoft Excel, Nonprofits, Research, Editing, Fundraising, Public Relations, Event Planning, Teaching, Customer Service, Outlook, Social Media, Community Outreach
Education
College of the Holy Cross
BA, Spanish
O2 Partners, LLC / Ortholite June 2011 - October 2014
O2 Partners, LLC June 2008 - May 2011
Amherst College July 2007 - May 2008
Sovereign Bank April 2005 - March 2006
BankBoston January 1994 - May 1997
BankBoston 1990 - 1995
BankBoston January 1987 - June 1990
BankBoston July 1986 - November 1987
BankBoston January 1986 - March 1986
BankBoston June 1985 - December 1985
Skills
Mandarin Chinese, Transfer Pricing, Factory Cost accounting, International Accounting, Business Management, International Finance, Asset Based Lending, Management, Finance, Mandarin, Credit
Education
Columbia University in the City of New York 1982 — 1984
Master of International Affairs, Banking & Finance; East Asian Region
University of Minnesota-Twin Cities
Bachelor of Arts, German Literature
Spyglass Capital Partners February 2011 - Present
Deutsche Bank 2000 - 2011
BankBoston 1996 - 2000
Standard & Poor's 1993 - 1996
TD Bank Group 1987 - 1993
Education
Columbia Business School 1985 — 1987
MBA, Finance
SUNY Albany 1981 — 1985
BS, Finance
Donovan Electrical Construction Company, Inc. August 2004 - Present
Citizens Bank December 2002 - August 2004
BankBoston June 1998 - December 2000
Skills
Organizing, Troubleshooting, Customer Relations, Foreign Languages
Education
Curry College 2005 — 2011
Roger Williams University 1994 — 1998
BS, History
US Trust/Bank of America 1996 - Present
BankBoston March 1986 - September 1996
Skills
High Net Worth..., Wealth Management, Strategic Financial..., Retirement Planning, Banking, Estate Planning, Credit, Private Banking, Investment Strategies, Loans, Financial Analysis, Financial Modeling, Personal Trust..., Philanthropic Planning
Education
University of New Haven 1980 — 1985
Master of Business Administration (MBA), Finance
College of the Holy Cross 1975 — 1979
Bachelor of Arts (B.A.), Political Science/Business
The Taft School 1972 — 1975
College Prep
Freelancer July 2012 - Present
Wells Fargo August 2003 - Present
Wells Fargo May 2000 - August 2003
BankBoston November 1996 - May 2000
BayBank May 1992 - November 1996
Marinelli & Morisi / Morisi & Associates April 1984 - September 1995
BayBank May 1989 - May 1992
Skills
Banking, Credit, Loans, Loans Administration, Transcription, Notary Public, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loan Closings, Loan Servicing, Construction Loans, AFS, Real Estate Financing
Education
Northeastern University 2000 — 2005
Bachelor of Science in Business Administration, Finance & Accounting
Gibbs College-Boston 1985 — 1986
Secretarial Certificate
Liaison International November 2012 - Present
H&R Block December 2011 - Present
Freelance July 2005 - Present
Randstad February 2011 - October 2012
EDCO Collaborative February 2001 - August 2003
BankBoston January 1996 - September 1999
Skills
Payroll, Data Entry, Outlook, Microsoft Excel, Customer Service, Microsoft Office, Training, Microsoft Word, Spreadsheets, QuickBooks
Education
Hampshire College
Bachelor of Arts (BA), Literature
Citizens Bank April 2014 - Present
The Washington Trust Company February 2014 - April 2014
Talbots Classics National Bank 2000 - 2013
Citizens Bank 1999 - 2000
BankBoston 1993 - 1999
Skills
Banking, Risk Management, Customer Service, Credit, Credit Risk, Team Building, Credit Analysis, Business Analysis, Team Management, Financial Analysis, Operating Budgets, Forecasting, Customer Satisfaction, Retail, Negotiation, Time Management, Training, Microsoft Excel, Customer Retention, Process Improvement, Outlook, Call Centers, Inventory Management, Coaching, Leadership, Finance, Performance Management, Hiring, Management, Store Management, Vendor Management, Sales, Recruiting, Loss Prevention, Budgets, Human Resources, Sales Management, Teamwork, Employee Relations, Team Leadership, Operations Management, Leadership Development, Change Management, Strategy
Education
Providence College
Bachelor of Science (BS), Business Management
Emmanuel College
French
Boston Financial Data Services May 1998 - March 2004
BFDS 1998 - 2004
BankBoston May 1989 - May 1998
Education
Eastern Nazarene College
Bachelor of Science, Business Administration
Clark University Computer Career Institute
Vanderweil Engineers 2002 - July 2013
Cyrk 2000 - 2002
BankBoston 1994 - 2000
Skills
Invoicing, Accounts Payable, Project Accounting, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounting, Payroll, Journal Entries, Revenue Recognition, Cost Accounting, Outlook, Access, BST, Job Costing
Education
Northeastern University
Certificate, Accounting
Community College of Rhode Island
Associate Degree, Business Administration and Management, General
TJX July 2007 - Present
BankBoston June 1982 - February 1988
Education
Fisher College 1981 — 1982
Associate's degree, Business
KeyBank June 2004 - Present
FleetBoston 1998 - 2004
BankBoston 1984 - 1998
Skills
Credit, Banking, Retail Banking, Commercial Banking, Loans
Education
EPiscopal high school
EPiscopal high school
EPiscopal high school
Emory University
Bachelor of Arts (BA), Economics
Tulane University
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College June 2015 - Present
State Street February 2000 - June 2015
BankBoston July 1990 - February 2000
Education
Dartmouth College 1986 — 1990
Bachelor's degree, Computer Science