BankBoston Company
Description
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
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BankBoston Employees
Employee
Years
Job
Industry
Patricia McCabe Patricia McCabe's BankBoston Experience February 1998 - April 2002
Job Banking Operation Manager
Industry Banking
Experience
Intuit April 2015 - Present
McCabe Water Trucks April 2012 - March 2015
Citibank (Banamex USA) 2010 - 2012
Sheraton Carlsbad Resort & Spa January 2008 - April 2011
Pacific Western Bank October 2006 - September 2010
Banco Financiero del Perú April 2002 - January 2006
BankBoston February 1998 - April 2002
Citi April 1992 - November 1995
Interbank April 1985 - October 1991
Skills
Team Leadership, Cross-functional Team..., Communication Skills, Organizational Design, Organizational..., Organizational..., Multi Tasking, Coaching, Project Planning, Project Management, Creative Problem Solving, Creative Solutions, Procedure Development, Procedure Manuals, Procedure Creation, Enthusiast, Certified Notary..., Microsoft Office..., Billingual – English &..., Twenty years of..., Interpretations in..., Interpretations..., Management, Customer Service, Leadership, Training, Strategic Planning, Banking
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Project Management
Moreno Valley College 2012 — 2013
Associate's Degree, Language Interpretation and Translation
University of California, Los Angeles 2012 — 2013
Associate's Degree, Project Management
Universidad Autonoma de Baja California 1996 — 1997
Associate's Degree, English Language and Literature, General
Universidad Autonoma de Baja California 1995 — 1997
Associate's Degree, Computer and Information Sciences, General
Universidad de Lima 1985 — 1986
Associate's Degree, Business Operations Support and Assistant Services
Intuit April 2015 - Present
McCabe Water Trucks April 2012 - March 2015
Citibank (Banamex USA) 2010 - 2012
Sheraton Carlsbad Resort & Spa January 2008 - April 2011
Pacific Western Bank October 2006 - September 2010
Banco Financiero del Perú April 2002 - January 2006
BankBoston February 1998 - April 2002
Citi April 1992 - November 1995
Interbank April 1985 - October 1991
Skills
Team Leadership, Cross-functional Team..., Communication Skills, Organizational Design, Organizational..., Organizational..., Multi Tasking, Coaching, Project Planning, Project Management, Creative Problem Solving, Creative Solutions, Procedure Development, Procedure Manuals, Procedure Creation, Enthusiast, Certified Notary..., Microsoft Office..., Billingual – English &..., Twenty years of..., Interpretations in..., Interpretations..., Management, Customer Service, Leadership, Training, Strategic Planning, Banking
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Project Management
Moreno Valley College 2012 — 2013
Associate's Degree, Language Interpretation and Translation
University of California, Los Angeles 2012 — 2013
Associate's Degree, Project Management
Universidad Autonoma de Baja California 1996 — 1997
Associate's Degree, English Language and Literature, General
Universidad Autonoma de Baja California 1995 — 1997
Associate's Degree, Computer and Information Sciences, General
Universidad de Lima 1985 — 1986
Associate's Degree, Business Operations Support and Assistant Services
Ken Austin Ken Austin's BankBoston Experience 1995 - 1999
Job Managing director at BNP Paribas
Industry Banking
Experience
BNP Paribas 2001 - Present
Trading Edge 1999 - 2001
BankBoston 1995 - 1999
Lehman Brothers 1987 - 1995
Skills
Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Portfolio Management, Structured Finance, Emerging Markets, Asset Management, Structured Products
Education
Harvard University 1981 — 1985
Bachelor of Arts (BA), European History
BNP Paribas 2001 - Present
Trading Edge 1999 - 2001
BankBoston 1995 - 1999
Lehman Brothers 1987 - 1995
Skills
Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Portfolio Management, Structured Finance, Emerging Markets, Asset Management, Structured Products
Education
Harvard University 1981 — 1985
Bachelor of Arts (BA), European History
Mark Weinstein Mark Weinstein's BankBoston Experience 1990 - 2000
Job Partner, TPP Global Services
Industry Information Technology and Services
Experience
Genocea Biosciences July 2014 - Present
Champions Oncology, Inc. September 2013 - Present
TPP Global Services LLC July 2012 - Present
Charles River Ventures September 2000 - June 2012
Fidelity Investments 2000 - 2000
BankBoston 1990 - 2000
Skills
Cloud Computing, Project Management, Venture Capital, Strategic Planning, IT Management, Mobile Devices, Management Consulting, Large Systems..., Financial System..., Financial Systems, Capital Budgeting, IT Outsourcing, Outsourcing Management, Business Process..., Business Resumption..., Collaboration Solutions, Team Building, Cross-functional Team...
Education
MIT Sloan School of Management
Certificate in Strategy and Innovation
University of Hartford 1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Genocea Biosciences July 2014 - Present
Champions Oncology, Inc. September 2013 - Present
TPP Global Services LLC July 2012 - Present
Charles River Ventures September 2000 - June 2012
Fidelity Investments 2000 - 2000
BankBoston 1990 - 2000
Skills
Cloud Computing, Project Management, Venture Capital, Strategic Planning, IT Management, Mobile Devices, Management Consulting, Large Systems..., Financial System..., Financial Systems, Capital Budgeting, IT Outsourcing, Outsourcing Management, Business Process..., Business Resumption..., Collaboration Solutions, Team Building, Cross-functional Team...
Education
MIT Sloan School of Management
Certificate in Strategy and Innovation
University of Hartford 1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Ellen Hoyem Ellen Hoyem's BankBoston Experience 1983 - 1984
Job Experienced in Event Coordination, Event Planning and Financial Services
Industry Events Services
Experience
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Diana Duer Diana Duer's BankBoston Experience December 1998 - June 1999
Job Attended Hesser College
Industry Health, Wellness and Fitness
Experience
A Market Natural Foods March 2010 - Present
Sugar River Savings Bank September 2002 - July 2003
Colby-Linehan Real Estate October 2002 - February 2003
Fort Bragg Federal Credit Union February 2002 - April 2002
Fort Gordon Federal Credit Un September 2001 - December 2001
Fort Bragg Federal Credit Union February 2001 - August 2001
Fernandez Child Development Center June 2000 - December 2000
Hannaford Supermarkets June 1999 - June 2000
BankBoston December 1998 - June 1999
Hannaford Supermarkets (Shop 'N Save) January 1995 - June 1999
Skills
Customer Service, Microsoft Office, Microsoft Word, Coaching, Outlook, Team Building, Training, Data Entry, Social Media, Leadership, Writing, Telephone Skills, Administrative..., Time Management, Teamwork, Customer Satisfaction
Education
Hesser College 2005 — 2007
Associate's degree w/Concentration in Accounting, Liberal Arts and Sciences/Liberal Studies, Magna cum Laude 3.63 GPA
Central High School, Manchester, NH 1991 — 1995
Diploma
A Market Natural Foods March 2010 - Present
Sugar River Savings Bank September 2002 - July 2003
Colby-Linehan Real Estate October 2002 - February 2003
Fort Bragg Federal Credit Union February 2002 - April 2002
Fort Gordon Federal Credit Un September 2001 - December 2001
Fort Bragg Federal Credit Union February 2001 - August 2001
Fernandez Child Development Center June 2000 - December 2000
Hannaford Supermarkets June 1999 - June 2000
BankBoston December 1998 - June 1999
Hannaford Supermarkets (Shop 'N Save) January 1995 - June 1999
Skills
Customer Service, Microsoft Office, Microsoft Word, Coaching, Outlook, Team Building, Training, Data Entry, Social Media, Leadership, Writing, Telephone Skills, Administrative..., Time Management, Teamwork, Customer Satisfaction
Education
Hesser College 2005 — 2007
Associate's degree w/Concentration in Accounting, Liberal Arts and Sciences/Liberal Studies, Magna cum Laude 3.63 GPA
Central High School, Manchester, NH 1991 — 1995
Diploma
Laura Carty Laura Carty's BankBoston Experience 1989 - 1998
Job Learning Specialist at EnVision Performance Solutions
Industry Financial Services
Experience
EnVision Performance Solutions October 2006 - Present
CoreAxis Consulting February 2005 - Present
Independent Consultant December 2004 - Present
Fleet Bank 1994 - 2004
Bank of Boston 1994 - 1999
BankBoston 1989 - 1998
Skills
Training Delivery, E-Learning, Instructor-led Training, Program Management, Training, Strategic Planning, Performance Consulting, Curriculum Design, Workshop Facilitation, Performance Improvement, Camtasia, Needs Analysis, Captivate, Learning Management, ADDIE, Instructional Design
Education
Lesley University 1990 — 1992
MS, Training & Development
University of Massachusetts, Amherst 1982 — 1986
BA, Psychology
EnVision Performance Solutions October 2006 - Present
CoreAxis Consulting February 2005 - Present
Independent Consultant December 2004 - Present
Fleet Bank 1994 - 2004
Bank of Boston 1994 - 1999
BankBoston 1989 - 1998
Skills
Training Delivery, E-Learning, Instructor-led Training, Program Management, Training, Strategic Planning, Performance Consulting, Curriculum Design, Workshop Facilitation, Performance Improvement, Camtasia, Needs Analysis, Captivate, Learning Management, ADDIE, Instructional Design
Education
Lesley University 1990 — 1992
MS, Training & Development
University of Massachusetts, Amherst 1982 — 1986
BA, Psychology
Rama Malone's BankBoston Experience March 1999 - June 2000
Job Portfolio Manager, Trader and Credit Risk Advisor
Industry Capital Markets
Experience
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Danielle Prete Danielle Prete's BankBoston Experience September 1996 - May 1999
Job Director with Sales and Operations Background
Industry Executive Office
Experience
ClearChoice Dental Implant Centers April 2015 - Present
American Laser Skincare June 2012 - December 2014
American Laser Centers May 2008 - June 2012
Britesmile June 2003 - May 2008
Bondi & Co, LLC October 2002 - May 2003
AR Wilfley & Sons October 2000 - September 2002
John Robert Powers June 1999 - October 2000
BankBoston September 1996 - May 1999
Skills
Leadership, Budget, Payroll, Retail, Team Building, Coaching, Marketing, Customer Service, Account Management, Strategic Planning, Recruiting, Sales, Sales Management, Public Speaking, Event Planning, Budgets, Training, Management, Employee Relations, Human Resources, Selling, Sales Operations, Entrepreneurship, Interviews, Public Relations, Talent Management, Hiring, Strategy, Customer Satisfaction, Direct Sales, Customer Retention, Cold Calling, Merchandising, Team Leadership, Inventory Management, New Business Development, Time Management, Employee Training, Marketing Strategy, Business Development, P&L, Profit, Sales Presentations, Operations Management, B2B, Business Planning, Store Management, P, Leadership Development, Lead Generation
Education
Johnson and Wales University 2006 — 2009
Bachelor of Science, Marketing/Communications
ClearChoice Dental Implant Centers April 2015 - Present
American Laser Skincare June 2012 - December 2014
American Laser Centers May 2008 - June 2012
Britesmile June 2003 - May 2008
Bondi & Co, LLC October 2002 - May 2003
AR Wilfley & Sons October 2000 - September 2002
John Robert Powers June 1999 - October 2000
BankBoston September 1996 - May 1999
Skills
Leadership, Budget, Payroll, Retail, Team Building, Coaching, Marketing, Customer Service, Account Management, Strategic Planning, Recruiting, Sales, Sales Management, Public Speaking, Event Planning, Budgets, Training, Management, Employee Relations, Human Resources, Selling, Sales Operations, Entrepreneurship, Interviews, Public Relations, Talent Management, Hiring, Strategy, Customer Satisfaction, Direct Sales, Customer Retention, Cold Calling, Merchandising, Team Leadership, Inventory Management, New Business Development, Time Management, Employee Training, Marketing Strategy, Business Development, P&L, Profit, Sales Presentations, Operations Management, B2B, Business Planning, Store Management, P, Leadership Development, Lead Generation
Education
Johnson and Wales University 2006 — 2009
Bachelor of Science, Marketing/Communications
Jane Stabile's BankBoston Experience 1995 - 1997
Job President at IMP Consulting (IMP Partners LLC)
Industry Investment Management
Experience
IMP Consulting (IMP Partners LLC) October 2003 - Present
Charles River Development May 1999 - September 2003
Thomson Financial Software 1997 - 1999
BankBoston 1995 - 1997
BayBank 1989 - 1994
Skills
OMS, EMS, Hedge Funds, Trading, Fixed Income, Derivatives, Equity Trading, Asset Managment, Bloomberg, Investments, Financial Services, Project Management, Process Improvement, Investment Management, Program Management, Strategic Planning, Management, Mutual Funds, Change Management, Vendor Management, Microsoft Excel, Order Management, Requirements Gathering, Asset Management, Outsourcing, Trading Systems, Portfolio Management, Equities
Education
Lesley University
BS
IMP Consulting (IMP Partners LLC) October 2003 - Present
Charles River Development May 1999 - September 2003
Thomson Financial Software 1997 - 1999
BankBoston 1995 - 1997
BayBank 1989 - 1994
Skills
OMS, EMS, Hedge Funds, Trading, Fixed Income, Derivatives, Equity Trading, Asset Managment, Bloomberg, Investments, Financial Services, Project Management, Process Improvement, Investment Management, Program Management, Strategic Planning, Management, Mutual Funds, Change Management, Vendor Management, Microsoft Excel, Order Management, Requirements Gathering, Asset Management, Outsourcing, Trading Systems, Portfolio Management, Equities
Education
Lesley University
BS
Anita M Thompson Anita M Thompson's BankBoston Experience August 1994 - December 1999
Job Sr. Technical Writer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo - Technology August 2015 - Present
ClearDATA Network - Healthcare Cloud Computing & Information Security (Modis Staffing) January 2014 - February 2015
Honeywell Aerospace ( through ACRO Service Corp agency) May 2013 - November 2013
Bank of America (Modis Staffing) May 2012 - February 2013
American Express May 2011 - February 2012
A & S Consultants October 2009 - May 2011
Bain Capital, LLC - (Winter Wyman -Waltham, MA) June 2007 - March 2009
Fidelity Investments November 2003 - July 2006
BankBoston August 1994 - December 1999
Skills
Microsoft Office 2007, RoboHelp, Dreamweaver, Information Mapping, SnagIt, SharePoint, Visio, HTML, Technical Documentation, Training, Technical Writing, Software Documentation, Project Management, Online Help, Business Analysis, Manuals, Process Improvement, Editing, Proofreading, Team Leadership, Information Design, Content Development, Technical Training, Management, Document Management, Technical Communication, User Documentation, Quality Assurance, Content Management
Education
North Dakota State University
Bachelor of Science, Math, Education, Music
Wells Fargo - Technology August 2015 - Present
ClearDATA Network - Healthcare Cloud Computing & Information Security (Modis Staffing) January 2014 - February 2015
Honeywell Aerospace ( through ACRO Service Corp agency) May 2013 - November 2013
Bank of America (Modis Staffing) May 2012 - February 2013
American Express May 2011 - February 2012
A & S Consultants October 2009 - May 2011
Bain Capital, LLC - (Winter Wyman -Waltham, MA) June 2007 - March 2009
Fidelity Investments November 2003 - July 2006
BankBoston August 1994 - December 1999
Skills
Microsoft Office 2007, RoboHelp, Dreamweaver, Information Mapping, SnagIt, SharePoint, Visio, HTML, Technical Documentation, Training, Technical Writing, Software Documentation, Project Management, Online Help, Business Analysis, Manuals, Process Improvement, Editing, Proofreading, Team Leadership, Information Design, Content Development, Technical Training, Management, Document Management, Technical Communication, User Documentation, Quality Assurance, Content Management
Education
North Dakota State University
Bachelor of Science, Math, Education, Music
Daniel R. Galvao Daniel R. Galvao's BankBoston Experience 1990 - 2000
Job Risk Finance, Credit & Foreign Investment risk, Corporate Lending
Industry Financial Services
Experience
Credit Insurance Advisory Group to the Department of Foreign Affairs and International Trade January 2010 - Present
Marsh & McLennan Companies 2000 - 2014
BankBoston 1990 - 2000
Skills
Banking, Credit Analysis, Credit Risk, Insurance, Risk Management, Project Finance, Financial Risk, Corporate Finance, Political Risk Analysis, Foreign Investment, Financial Analysis, Finance, Management, Financial Services, Business Strategy, Business Development, Leadership, Investments
Education
McGill University - Desautels Faculty of Management 1998 — 2000
MBA, International Business
Universidade de São Paulo 1996 — 1998
Lato Sensu, Industrial Engineering
Universidade Mackenzie 1989 — 1992
B.Comm, Business Administration
Credit Insurance Advisory Group to the Department of Foreign Affairs and International Trade January 2010 - Present
Marsh & McLennan Companies 2000 - 2014
BankBoston 1990 - 2000
Skills
Banking, Credit Analysis, Credit Risk, Insurance, Risk Management, Project Finance, Financial Risk, Corporate Finance, Political Risk Analysis, Foreign Investment, Financial Analysis, Finance, Management, Financial Services, Business Strategy, Business Development, Leadership, Investments
Education
McGill University - Desautels Faculty of Management 1998 — 2000
MBA, International Business
Universidade de São Paulo 1996 — 1998
Lato Sensu, Industrial Engineering
Universidade Mackenzie 1989 — 1992
B.Comm, Business Administration
Christine M. Bizzaro Christine M. Bizzaro's BankBoston Experience 1996 - 1999
Job Sales Development Project Manager Citizens Bank, Student Lending
Industry Banking
Experience
Citizens Bank March 2015 - Present
Citizens Bank March 2011 - Present
Citizens Bank 2011 - 2015
Sovereign Bank 2006 - 2010
Bank of America June 2004 - May 2006
FleetBoston Financial November 1998 - June 2004
BankBoston 1996 - 1999
Skills
Banking, Retail Banking, Business Banking, Microsoft Office, Leadership Development, Training Delivery, Marketing Strategy, Training Design and..., Project Management, Management, Job Coaching, Small Business Lending, Data Analysis, Event Planning, Customer Service..., Sales Leadership..., Sales Rep Training, Organizational..., Staff Development, Program Evaluation, Job Evaluation, Sales Process, Sales Management, Time Management, Adult Learning Theory, Adult Learning..., Photoshop, Classroom Management, Problem Solving, Leadership, Consumer Lending, Lines Of Credit, Deposits, Training, Commercial Banking, Credit, Loans
Education
New England College of Business and Finance
Business Administration and Management
Citizens Bank March 2015 - Present
Citizens Bank March 2011 - Present
Citizens Bank 2011 - 2015
Sovereign Bank 2006 - 2010
Bank of America June 2004 - May 2006
FleetBoston Financial November 1998 - June 2004
BankBoston 1996 - 1999
Skills
Banking, Retail Banking, Business Banking, Microsoft Office, Leadership Development, Training Delivery, Marketing Strategy, Training Design and..., Project Management, Management, Job Coaching, Small Business Lending, Data Analysis, Event Planning, Customer Service..., Sales Leadership..., Sales Rep Training, Organizational..., Staff Development, Program Evaluation, Job Evaluation, Sales Process, Sales Management, Time Management, Adult Learning Theory, Adult Learning..., Photoshop, Classroom Management, Problem Solving, Leadership, Consumer Lending, Lines Of Credit, Deposits, Training, Commercial Banking, Credit, Loans
Education
New England College of Business and Finance
Business Administration and Management
Beth Saunders Beth Saunders's BankBoston Experience 1997 - 1999
Job Strategic CRM Consultant / Salesforce.com Certified Sales Cloud Consultant and Certified Administrator
Industry Nonprofit Organization Management
Experience
Beth Saunders Consulting July 2008 - Present
Exponent Partners July 2011 - November 2014
Cradles to Crayons Philadelphia January 2007 - May 2013
Cradles to Crayons December 2008 - August 2010
Lincoln Financial Group July 2007 - May 2008
Cradles to Crayons January 2007 - May 2008
Metropolitan Career Center October 2005 - October 2006
ACCION USA 1999 - 2004
BankBoston 1997 - 1999
CoreStates Bank 1995 - 1997
Skills
Non-profits, Salesforce.com, Business Process, Business Analysis, Project Management, CRM, Training, Public Speaking, Research, Program Management, Leadership, Nonprofits, Customer Service, Marketing, Analysis, Management, Strategy, Consulting, Strategic Planning
Education
Lafayette College
BA, Economics and Business
Temple University
MBA, Finance
Beth Saunders Consulting July 2008 - Present
Exponent Partners July 2011 - November 2014
Cradles to Crayons Philadelphia January 2007 - May 2013
Cradles to Crayons December 2008 - August 2010
Lincoln Financial Group July 2007 - May 2008
Cradles to Crayons January 2007 - May 2008
Metropolitan Career Center October 2005 - October 2006
ACCION USA 1999 - 2004
BankBoston 1997 - 1999
CoreStates Bank 1995 - 1997
Skills
Non-profits, Salesforce.com, Business Process, Business Analysis, Project Management, CRM, Training, Public Speaking, Research, Program Management, Leadership, Nonprofits, Customer Service, Marketing, Analysis, Management, Strategy, Consulting, Strategic Planning
Education
Lafayette College
BA, Economics and Business
Temple University
MBA, Finance
Nan Alexander Nan Alexander's BankBoston Experience June 1996 - June 2001
Job SVP Credit & Banking Product Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
Bank of America March 2008 - March 2009
Citizens Bank June 2001 - June 2004
BankBoston June 1996 - June 2001
BayBank June 1989 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management
Education
Boston University Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Boston University - Financial Planning Program 2005 — 2006
Certificate of Financial Planning (CFP), Financial Planning and Services
McGill University
Bachelor's degree, History
Merrill Lynch March 2009 - Present
Bank of America March 2008 - March 2009
Citizens Bank June 2001 - June 2004
BankBoston June 1996 - June 2001
BayBank June 1989 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management
Education
Boston University Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Boston University - Financial Planning Program 2005 — 2006
Certificate of Financial Planning (CFP), Financial Planning and Services
McGill University
Bachelor's degree, History
Magen Elliott's BankBoston Experience 1998 - 2000
Job Accounting Supervisor • Payroll and General Ledger Team Lead
Industry Information Technology and Services
Experience
Eliassen Group January 2012 - Present
Eliassen Group April 2008 - January 2012
Jordans Furniture January 2005 - June 2008
Eliassen Group April 2000 - April 2008
BankBoston 1998 - 2000
Skills
Payroll, Analysis, Process Improvement, Outlook, Microsoft Excel, Financial Reporting, General Ledger, Account Reconciliation, Microsoft Dynamics, ADP Workforcenow, ADP PCPW Payroll, ADP ReportSmith, OpenAir, erecruit, Pivotal CRM, TempWizard, Replicon Web Timesheets, Accounts Receivable, Accounts Payable, SnagIt, PowerPoint
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration, Accounting
Middlesex Community College 1997 — 1998
Associate of Science, Business Administration, Accounting
North Reading High School 1990 — 1994
Eliassen Group January 2012 - Present
Eliassen Group April 2008 - January 2012
Jordans Furniture January 2005 - June 2008
Eliassen Group April 2000 - April 2008
BankBoston 1998 - 2000
Skills
Payroll, Analysis, Process Improvement, Outlook, Microsoft Excel, Financial Reporting, General Ledger, Account Reconciliation, Microsoft Dynamics, ADP Workforcenow, ADP PCPW Payroll, ADP ReportSmith, OpenAir, erecruit, Pivotal CRM, TempWizard, Replicon Web Timesheets, Accounts Receivable, Accounts Payable, SnagIt, PowerPoint
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration, Accounting
Middlesex Community College 1997 — 1998
Associate of Science, Business Administration, Accounting
North Reading High School 1990 — 1994
Brian Hassett Brian Hassett's BankBoston Experience 1998 - 2002
Job Vice President Alternative Investment Solutions Product Development at State Street
Industry Investment Management
Experience
State Street 2014 - Present
Accenture 2014 - 2014
Duet USA Asset Management 2012 - 2013
KPMG US 2012 - 2012
Macquarie Capital Investment Management LLC 2008 - 2011
OneWorld Investments LP 2004 - 2008
Fleet Bank 2002 - 2004
BankBoston 1998 - 2002
State Street Bank 1995 - 1997
Skills
Trading, Hedge Funds, Equities, Fixed Income, Risk Management, Budgeting, Compliance, Portfolio Management, Executive Management, Derivatives, Capital Markets, Negotiation, FX, Product Development, Emerging Markets, Alternative Investments
Education
Northeastern University
BSBA, Management, Cum Laude
State Street 2014 - Present
Accenture 2014 - 2014
Duet USA Asset Management 2012 - 2013
KPMG US 2012 - 2012
Macquarie Capital Investment Management LLC 2008 - 2011
OneWorld Investments LP 2004 - 2008
Fleet Bank 2002 - 2004
BankBoston 1998 - 2002
State Street Bank 1995 - 1997
Skills
Trading, Hedge Funds, Equities, Fixed Income, Risk Management, Budgeting, Compliance, Portfolio Management, Executive Management, Derivatives, Capital Markets, Negotiation, FX, Product Development, Emerging Markets, Alternative Investments
Education
Northeastern University
BSBA, Management, Cum Laude
Rodney J. Brown's BankBoston Experience April 1993 - August 1996
Job Communications Specialist at AIB College of Business
Industry Higher Education
Experience
Johnston Public Library August 2015 - Present
AIB College of Business January 2011 - Present
AIB College of Business December 2007 - December 2010
USA.NET March 1999 - May 2000
Rockem Sockem Comics November 1996 - June 1999
USA.NET January 1999 - April 1999
USA.NET September 1998 - January 1999
BankBoston April 1993 - August 1996
Harvard University September 1989 - May 1993
BankBoston April 1992 - March 1993
Skills
Social Media, Non-profits, Higher Education, Microsoft Excel, Public Speaking, Editing, Public Relations, Microsoft Office, Media Relations, Nonprofits, Strategic Planning, Student Affairs, Fundraising, Customer Service, Research
Education
Harvard College 1985 — 1989
Bachelor's degree, History
Shullsburg High School 1981 — 1985
Diploma
Johnston Public Library August 2015 - Present
AIB College of Business January 2011 - Present
AIB College of Business December 2007 - December 2010
USA.NET March 1999 - May 2000
Rockem Sockem Comics November 1996 - June 1999
USA.NET January 1999 - April 1999
USA.NET September 1998 - January 1999
BankBoston April 1993 - August 1996
Harvard University September 1989 - May 1993
BankBoston April 1992 - March 1993
Skills
Social Media, Non-profits, Higher Education, Microsoft Excel, Public Speaking, Editing, Public Relations, Microsoft Office, Media Relations, Nonprofits, Strategic Planning, Student Affairs, Fundraising, Customer Service, Research
Education
Harvard College 1985 — 1989
Bachelor's degree, History
Shullsburg High School 1981 — 1985
Diploma
Andrew Feinberg Andrew Feinberg's BankBoston Experience May 1996 - May 1998
Job Loss Prevention Analyst and Trainer
Industry Banking
Experience
Sovereign Bank January 1998 - June 2009
BankBoston May 1996 - May 1998
Brockton High School September 1992 - May 1996
Skills
Fraud, AML, Security, Policy, Banking, Loss Prevention, Investigation, Risk Management, Financial Risk, Risk Assessment, Training, Credit
Education
New York University 1975 — 1978
Filmmaking
Temple University 1969 — 1973
Bachelor of Arts, English
Sovereign Bank January 1998 - June 2009
BankBoston May 1996 - May 1998
Brockton High School September 1992 - May 1996
Skills
Fraud, AML, Security, Policy, Banking, Loss Prevention, Investigation, Risk Management, Financial Risk, Risk Assessment, Training, Credit
Education
New York University 1975 — 1978
Filmmaking
Temple University 1969 — 1973
Bachelor of Arts, English
Kristin Neva's BankBoston Experience 1986 - 2005
Job Project Manager
Industry Health, Wellness and Fitness
Experience
Tetra Tech 2007 - 2008
BankBoston 1986 - 2005
Skills
Project Management, Strategic Planning, Business Strategy, Financial Analysis, Project Planning, Negotiation, Banking, Risk Management, Business Analysis, Management Consulting, Change Management, Program Management, Analysis, Financial Modeling, Process Improvement, Team Leadership, Spanish, International School..., Budgets, Research, Public Speaking
Education
Harvard University
Bachelor's degree, Political Science and Government
Nova Southeastern University
Master of Business Administration (MBA)
Tetra Tech 2007 - 2008
BankBoston 1986 - 2005
Skills
Project Management, Strategic Planning, Business Strategy, Financial Analysis, Project Planning, Negotiation, Banking, Risk Management, Business Analysis, Management Consulting, Change Management, Program Management, Analysis, Financial Modeling, Process Improvement, Team Leadership, Spanish, International School..., Budgets, Research, Public Speaking
Education
Harvard University
Bachelor's degree, Political Science and Government
Nova Southeastern University
Master of Business Administration (MBA)
Rob Marcy Rob Marcy's BankBoston Experience 1992 - 1996
Job Finance & Accounting Professional
Industry Financial Services
Experience
Bank of America May 2013 - Present
Randstad Finance & Accounting October 2011 - April 2013
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1996 - 2000
BankBoston 1992 - 1996
Skills
Cash Management, Financial Analysis, Finance, Forecasting, Banking, Management, Strategic Planning, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Managerial Finance, Microsoft Excel, Process Improvement, QuickBooks, Microsoft Word, Investments, Treasury Management, Financial Planning
Education
Newton South High School
Northeastern University
Bachelor, Accounting
Bank of America May 2013 - Present
Randstad Finance & Accounting October 2011 - April 2013
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
FleetBoston Financial 1996 - 2000
BankBoston 1992 - 1996
Skills
Cash Management, Financial Analysis, Finance, Forecasting, Banking, Management, Strategic Planning, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Managerial Finance, Microsoft Excel, Process Improvement, QuickBooks, Microsoft Word, Investments, Treasury Management, Financial Planning
Education
Newton South High School
Northeastern University
Bachelor, Accounting
Theresa Giglio Theresa Giglio's BankBoston Experience January 1993 - October 1997
Job Tax Manager at PriceWaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers January 2015 - Present
Choate Hall & Stewart LLP February 2013 - October 2014
Silver Bridge Advisors LLC October 1997 - February 2013
BankBoston January 1993 - October 1997
Skills
Income tax preparation,..., Tax, Income Tax, Tax Preparation, Accounting, Tax Accounting, High Net Worth..., Trusts, Due Diligence, Estate Planning
Education
Northeastern University 1980 — 1985
Accounting
PricewaterhouseCoopers January 2015 - Present
Choate Hall & Stewart LLP February 2013 - October 2014
Silver Bridge Advisors LLC October 1997 - February 2013
BankBoston January 1993 - October 1997
Skills
Income tax preparation,..., Tax, Income Tax, Tax Preparation, Accounting, Tax Accounting, High Net Worth..., Trusts, Due Diligence, Estate Planning
Education
Northeastern University 1980 — 1985
Accounting
Denise Shaw Dowd Denise Shaw Dowd's BankBoston Experience 1994 - 1998
Job Treasury Management Sales Officer at People's United Bank
Industry Financial Services
Experience
People's United Bank, N.A. October 2013 - Present
Norfolk Public Schools 2007 - 2013
Bank of America (FleetBoston Financial) 1998 - 2002
BankBoston 1994 - 1998
Skills
Client Relations Skills, Time Management, Events Coordination, Project Coordination, Communication Skills, Interpersonal Leadership, Organization &..., Event Planning, Project Management, Marketing, Management, Banking
Education
Northeastern University
Bachelor's degree, Business Administration
People's United Bank, N.A. October 2013 - Present
Norfolk Public Schools 2007 - 2013
Bank of America (FleetBoston Financial) 1998 - 2002
BankBoston 1994 - 1998
Skills
Client Relations Skills, Time Management, Events Coordination, Project Coordination, Communication Skills, Interpersonal Leadership, Organization &..., Event Planning, Project Management, Marketing, Management, Banking
Education
Northeastern University
Bachelor's degree, Business Administration
Marina Grossi Marina Grossi's BankBoston Experience June 1992 - April 2000
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
RBS Citizens, NA April 2000 - December 2012
BankBoston June 1992 - April 2000
Bank of New England 1981 - 1991
Skills
Commercial Banking, Risk Management, Capital Markets, Portfolio Management, Credit Risk, Credit Analysis
Education
Harvard University
A.B., Government / International Relations
The University of Connecticut School of Business
Master of Business Administration (MBA), International Business
Citi January 2013 - Present
RBS Citizens, NA April 2000 - December 2012
BankBoston June 1992 - April 2000
Bank of New England 1981 - 1991
Skills
Commercial Banking, Risk Management, Capital Markets, Portfolio Management, Credit Risk, Credit Analysis
Education
Harvard University
A.B., Government / International Relations
The University of Connecticut School of Business
Master of Business Administration (MBA), International Business
Carol Biancardi Eaton Carol Biancardi Eaton's BankBoston Experience January 1997 - January 1998
Job HR Leader at 7 Eleven
Industry Human Resources
Experience
B.E. Consulting April 2012 - December 2012
SHAW'S SUPERMARKETS, INC June 2006 - April 2012
Shaw's Supermarkets June 2004 - June 2006
Shaw's Supermarkets March 2002 - June 2004
SHAW'S SUPERMARKETS, INC January 1999 - January 2002
BankBoston January 1997 - January 1998
University of Connecticut September 1992 - May 1996
ALLISON GILL LODGE September 1988 - April 1992
SOUTH WINDSOR HIGH SCHOOL September 1986 - June 1988
Skills
Performance Management, Counseling, Project Planning, Human Resources, Coaching, Succession Planning, Organization, Project Management, Employee Relations, Leadership Development, Recruiting, HRIS, Training, Talent Management, Psychotherapy, Leadership, Process Improvement, Budgets, Change Management, Employee Benefits, Employee Engagement, Hiring, Interviews, Management, Merchandising, Retail, Sales, Staff Development, Team Building, Time Management, Training Delivery, Workshop Facilitation, Onboarding
Education
The University of Connecticut 1990 — 1992
Master of Arts (MA), Counseling Psychology
Keene State College 1982 — 1986
Bachelor of Science (BS), Special Education and Teaching
B.E. Consulting April 2012 - December 2012
SHAW'S SUPERMARKETS, INC June 2006 - April 2012
Shaw's Supermarkets June 2004 - June 2006
Shaw's Supermarkets March 2002 - June 2004
SHAW'S SUPERMARKETS, INC January 1999 - January 2002
BankBoston January 1997 - January 1998
University of Connecticut September 1992 - May 1996
ALLISON GILL LODGE September 1988 - April 1992
SOUTH WINDSOR HIGH SCHOOL September 1986 - June 1988
Skills
Performance Management, Counseling, Project Planning, Human Resources, Coaching, Succession Planning, Organization, Project Management, Employee Relations, Leadership Development, Recruiting, HRIS, Training, Talent Management, Psychotherapy, Leadership, Process Improvement, Budgets, Change Management, Employee Benefits, Employee Engagement, Hiring, Interviews, Management, Merchandising, Retail, Sales, Staff Development, Team Building, Time Management, Training Delivery, Workshop Facilitation, Onboarding
Education
The University of Connecticut 1990 — 1992
Master of Arts (MA), Counseling Psychology
Keene State College 1982 — 1986
Bachelor of Science (BS), Special Education and Teaching
Lisa Vahey Lisa Vahey's BankBoston Experience January 1993 - March 2000
Job
Industry Computer Games
Experience
MIT Club of Boston September 2014 - Present
MIT Parents' Association April 2014 - Present
Winchester High School Parents' Association September 2013 - June 2015
McCall Parents' Association September 2009 - June 2011
Newton Community Development Corporation November 2007 - November 2010
Muraco Elementary School Parents' Association September 2000 - June 2008
BankBoston January 1993 - March 2000
Accenture August 1991 - November 1992
Education
Mount Holyoke College 1985 — 1989
Bachelor of Arts (B.A.), Mathematics
MIT Club of Boston September 2014 - Present
MIT Parents' Association April 2014 - Present
Winchester High School Parents' Association September 2013 - June 2015
McCall Parents' Association September 2009 - June 2011
Newton Community Development Corporation November 2007 - November 2010
Muraco Elementary School Parents' Association September 2000 - June 2008
BankBoston January 1993 - March 2000
Accenture August 1991 - November 1992
Education
Mount Holyoke College 1985 — 1989
Bachelor of Arts (B.A.), Mathematics
Jim Donaher Jim Donaher's BankBoston Experience April 1995 - February 2000
Job Provider Service Center Manager at Dell Services/Harvard Pilgrim
Industry Insurance
Experience
Dell Services August 2005 - Present
Harvard Pilgrim Health Care/Perot Systems August 2002 - August 2005
BankBoston April 1995 - February 2000
Skills
Process Engineering, Call Center, Customer Service, Business Process, Leadership Development, Leadership, Performance Management, Outsourcing, Coaching, Banking, Time Management, Vendor Management, Process Improvement, Team Building, Visio, Customer Experience, Business Strategy, Project Planning, Call Centers, Operations Management, Management, Strategic Planning, Project Management, Customer Satisfaction, Sales, Marketing, Cross-functional Team..., Team Leadership, Program Management, Business Process..., Business Analysis, CRM, Analysis, Change Management, Strategy, Training, Data Analysis, Forecasting, Account Management, Business Development, Product Management, Team Management
Education
Isenberg School of Management, UMass Amherst
BBA, Marketing, Management, Corporate Strategy
Weymouth North High School
Dell Services August 2005 - Present
Harvard Pilgrim Health Care/Perot Systems August 2002 - August 2005
BankBoston April 1995 - February 2000
Skills
Process Engineering, Call Center, Customer Service, Business Process, Leadership Development, Leadership, Performance Management, Outsourcing, Coaching, Banking, Time Management, Vendor Management, Process Improvement, Team Building, Visio, Customer Experience, Business Strategy, Project Planning, Call Centers, Operations Management, Management, Strategic Planning, Project Management, Customer Satisfaction, Sales, Marketing, Cross-functional Team..., Team Leadership, Program Management, Business Process..., Business Analysis, CRM, Analysis, Change Management, Strategy, Training, Data Analysis, Forecasting, Account Management, Business Development, Product Management, Team Management
Education
Isenberg School of Management, UMass Amherst
BBA, Marketing, Management, Corporate Strategy
Weymouth North High School
Jane Dixon Jane Dixon's BankBoston Experience 1990 - 1992
Job Senior Human Resources Professional
Industry Human Resources
Experience
The Boston Foundation 2014 - Present
Planned Parenthood League of Massachusetts 2013 - 2014
The Education Resources Institute, Inc. (TERI) 2001 - 2012
JND Human Resources Management Consulting 1993 - 2000
BankBoston 1990 - 1992
Bank of New England 1985 - 1990
Skills
Employee Relations, Business Strategy, Human Resources, Talent Management, Succession Planning, Coaching, Organizational..., Performance Management, Deferred Compensation, Organizational..., Talent Acquisition, Leadership Development, Executive Coaching, Employee Engagement, Organizational Design, Team Building, Strategic Planning, Executive Pay, Vendor Management, Onboarding, Compensation & Benefit, Leadership, Management, Job Descriptions, Employee Benefits, Recruiting, Benefits Administration, HR Policies, Performance Appraisal, Payroll, Change Management, HR Consulting, Workforce Planning, Strategic HR, Career Counseling, Temporary Placement, Interviews, HRIS, Conflict Resolution, Personnel Management, Program Management, Applicant Tracking..., New Hire Orientations, Labor Relations, Employee Training, FMLA, Career Development, Compensation & Benefits
Education
Harvard University Graduate School of Education 1992 — 1993
Ed.M., Administration, Planning, and Social Policy
Smith College
BA, Psychology
The Boston Foundation 2014 - Present
Planned Parenthood League of Massachusetts 2013 - 2014
The Education Resources Institute, Inc. (TERI) 2001 - 2012
JND Human Resources Management Consulting 1993 - 2000
BankBoston 1990 - 1992
Bank of New England 1985 - 1990
Skills
Employee Relations, Business Strategy, Human Resources, Talent Management, Succession Planning, Coaching, Organizational..., Performance Management, Deferred Compensation, Organizational..., Talent Acquisition, Leadership Development, Executive Coaching, Employee Engagement, Organizational Design, Team Building, Strategic Planning, Executive Pay, Vendor Management, Onboarding, Compensation & Benefit, Leadership, Management, Job Descriptions, Employee Benefits, Recruiting, Benefits Administration, HR Policies, Performance Appraisal, Payroll, Change Management, HR Consulting, Workforce Planning, Strategic HR, Career Counseling, Temporary Placement, Interviews, HRIS, Conflict Resolution, Personnel Management, Program Management, Applicant Tracking..., New Hire Orientations, Labor Relations, Employee Training, FMLA, Career Development, Compensation & Benefits
Education
Harvard University Graduate School of Education 1992 — 1993
Ed.M., Administration, Planning, and Social Policy
Smith College
BA, Psychology
Robert Lawlor Robert Lawlor's BankBoston Experience 1995 - 1998
Job SVP Sale & Relationship Manager Enterprise Bank
Industry Investment Management
Experience
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) July 1998 - Present
BankBoston 1995 - 1998
Citibank January 1993 - June 1995
Citicorp Mortgage January 1989 - December 1992
Education
Hobart and William Smith Colleges 1984 — 1988
BA, Economics & Religious Studies
Lawrence Academy 1981 — 1986
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) July 1998 - Present
BankBoston 1995 - 1998
Citibank January 1993 - June 1995
Citicorp Mortgage January 1989 - December 1992
Education
Hobart and William Smith Colleges 1984 — 1988
BA, Economics & Religious Studies
Lawrence Academy 1981 — 1986
Peter Weiner's BankBoston Experience 1998 - 1999
Job Senior Managing Director at State Street Bank
Industry Financial Services
Experience
State Street Corp. November 1999 - Present
BankBoston 1998 - 1999
Skills
Hedge Funds
Education
Northeastern University 1984 — 1988
State Street Corp. November 1999 - Present
BankBoston 1998 - 1999
Skills
Hedge Funds
Education
Northeastern University 1984 — 1988
Susan Mulholland Mitchell Susan Mulholland Mitchell's BankBoston Experience 1980 - 1999
Job Banking Professional
Industry Banking
Experience
Bank of America September 1980 - March 2007
BankBoston 1980 - 1999
Bank of Boston 1980 - 1999
Skills
Portfolio Management, Reviews, Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
MBA, Finance and Accounting
Michigan State University 1972 — 1976
BS, Human Environment & Design
Bank of America September 1980 - March 2007
BankBoston 1980 - 1999
Bank of Boston 1980 - 1999
Skills
Portfolio Management, Reviews, Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
MBA, Finance and Accounting
Michigan State University 1972 — 1976
BS, Human Environment & Design
Jim Montgomery, CPA, MST Jim Montgomery, CPA, MST's BankBoston Experience March 1997 - October 1999
Job Certified Public Accountant
Industry Accounting
Experience
James H Montgomery, CPA, LLC January 2005 - Present
KPMG November 1999 - April 2001
BankBoston March 1997 - October 1999
Price Waterhouse April 1995 - March 1997
Skills
Tax, Accounting, Tax Advisory, Tax Preparation, Small Business, QuickBooks, Financial Analysis, Strategic Financial..., General Ledger, Bookkeeping, Financial Statements, Real Estate, Corporate Tax, Tax Returns, Investments, Insurance, Financial Planners, Income Tax
Education
Northeastern University 1997 — 1999
MST, Taxation
St. Norbert College 1974 — 1979
Bachelor of Business Administration (BBA)
Abbot Pennings 1970 — 1974
James H Montgomery, CPA, LLC January 2005 - Present
KPMG November 1999 - April 2001
BankBoston March 1997 - October 1999
Price Waterhouse April 1995 - March 1997
Skills
Tax, Accounting, Tax Advisory, Tax Preparation, Small Business, QuickBooks, Financial Analysis, Strategic Financial..., General Ledger, Bookkeeping, Financial Statements, Real Estate, Corporate Tax, Tax Returns, Investments, Insurance, Financial Planners, Income Tax
Education
Northeastern University 1997 — 1999
MST, Taxation
St. Norbert College 1974 — 1979
Bachelor of Business Administration (BBA)
Abbot Pennings 1970 — 1974
Frederick Hiscock's BankBoston Experience March 1991 - September 2000
Job Quality Assurance Manager
Industry Financial Services
Experience
Elevate-hr February 2015 - May 2015
JPMorgan Chase April 2005 - November 2014
SunGard Data Systems Inc January 2005 - April 2005
Modis/Met Life January 2004 - December 2004
Fidelity Investments May 2000 - January 2002
BankBoston March 1991 - September 2000
Computer Assistance (Coopers & Lybrand) June 1983 - January 1991
Liberty Mutual Insurance Company 1976 - 1983
Skills
Management, Leadership,..., Testing, Windows, Agile, QC, ALM, Mainframe, iSpace, SQL, MS Office, JCL, Swift, Agile Methodologies, Quality Assurance, Oracle, Analysis, Software Development
Education
Northeastern University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management and Marketing
Arlington High School
High School, College
Elevate-hr February 2015 - May 2015
JPMorgan Chase April 2005 - November 2014
SunGard Data Systems Inc January 2005 - April 2005
Modis/Met Life January 2004 - December 2004
Fidelity Investments May 2000 - January 2002
BankBoston March 1991 - September 2000
Computer Assistance (Coopers & Lybrand) June 1983 - January 1991
Liberty Mutual Insurance Company 1976 - 1983
Skills
Management, Leadership,..., Testing, Windows, Agile, QC, ALM, Mainframe, iSpace, SQL, MS Office, JCL, Swift, Agile Methodologies, Quality Assurance, Oracle, Analysis, Software Development
Education
Northeastern University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management and Marketing
Arlington High School
High School, College
Barbara Priestley Barbara Priestley's BankBoston Experience June 1994 - September 1999
Job Vice President, Alternative Investment Solutions, State Street Corporation
Industry Financial Services
Experience
State Street Corporation March 2013 - Present
State Street September 1999 - March 2013
BankBoston June 1994 - September 1999
Skills
Business Analysis, Business Process..., Reporting & Analysis, KPI Dashboards, Systems Analysis, IT Solutions, Project Management, Disaster Recovery, Business Continuity..., Operations Management, Process Management, Vendor Management, Configuration Management, Database Design, Microsoft Office, Visio, Microsoft Access..., SharePoint Designer, Visual Basic, Toad, SQL, Crystal Reports
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Management Information Systems
Massasoit Community College
Associate of Science (A.S.), Business Administration
State Street Corporation March 2013 - Present
State Street September 1999 - March 2013
BankBoston June 1994 - September 1999
Skills
Business Analysis, Business Process..., Reporting & Analysis, KPI Dashboards, Systems Analysis, IT Solutions, Project Management, Disaster Recovery, Business Continuity..., Operations Management, Process Management, Vendor Management, Configuration Management, Database Design, Microsoft Office, Visio, Microsoft Access..., SharePoint Designer, Visual Basic, Toad, SQL, Crystal Reports
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Management Information Systems
Massasoit Community College
Associate of Science (A.S.), Business Administration
Patricia Monahan Patricia Monahan's BankBoston Experience July 1987 - March 1999
Job Comercial Credit Analyst at Ledyard Financial Group, Inc.
Industry Banking
Experience
Ledyard Financial Group, Inc. November 2013 - Present
Marion Cross School September 2007 - November 2013
Ryan & Werlich, CPAs 2005 - 2006
BankBoston July 1987 - March 1999
The Gillette Company 1986 - 1986
IBM 1985 - 1985
Skills
Banking, Commercial Banking, Underwriting, Auditing, Commercial Lending, New Business Development, Small Business, CPA, Classroom, Internal Audit, Nonprofits, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Loans, Financial Analysis, Analysis, Leadership, Budgets, Credit Risk
Education
Northeastern University 1982 — 1987
BSBA, Finance/Management
Ledyard Financial Group, Inc. November 2013 - Present
Marion Cross School September 2007 - November 2013
Ryan & Werlich, CPAs 2005 - 2006
BankBoston July 1987 - March 1999
The Gillette Company 1986 - 1986
IBM 1985 - 1985
Skills
Banking, Commercial Banking, Underwriting, Auditing, Commercial Lending, New Business Development, Small Business, CPA, Classroom, Internal Audit, Nonprofits, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Loans, Financial Analysis, Analysis, Leadership, Budgets, Credit Risk
Education
Northeastern University 1982 — 1987
BSBA, Finance/Management
Kath Holland's BankBoston Experience 1990 - 1995
Job Landscape Designer at Blue Newt Landscape Designs
Industry Computer Software
Experience
Blue Newt Landscape Designs July 2006 - Present
NELDHA 2004 - 2010
Fidelity Investments 1995 - 2008
BankBoston 1990 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Visio, Project Planning, Analysis, Release Management, Sustainability, Risk Management, Landscaping, Landscape Design, Management, Leadership, Software Documentation, Quality Assurance, Vendor Management, Testing
Education
Landscape Institute of the Arnold Arboretum of Harvard University 2003 — 2006
Certificate, Landscape Design
Harvard University
AB, English and American Literature
Blue Newt Landscape Designs July 2006 - Present
NELDHA 2004 - 2010
Fidelity Investments 1995 - 2008
BankBoston 1990 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Visio, Project Planning, Analysis, Release Management, Sustainability, Risk Management, Landscaping, Landscape Design, Management, Leadership, Software Documentation, Quality Assurance, Vendor Management, Testing
Education
Landscape Institute of the Arnold Arboretum of Harvard University 2003 — 2006
Certificate, Landscape Design
Harvard University
AB, English and American Literature
Karen Hunter, SPHR Karen Hunter, SPHR's BankBoston Experience January 1991 - March 1995
Job Director, Global Compensation, Benefits & HRIS at A. W. Chesterton
Industry Human Resources
Experience
A. W. Chesterton Company January 2013 - Present
New England Employee Benefits Council May 2008 - Present
Keystone Dental January 2010 - December 2012
Keystone Dental June 2008 - January 2010
Interactive Data Corporation October 2000 - April 2007
BankBoston/Fleet Financial March 1995 - February 2000
BankBoston January 1991 - March 1995
BankBoston March 1985 - December 1990
Skills
Human Resources, Employee Benefits, Benefits Administration, Incentive Programs, Performance Management, Talent Acquisition, Employee Relations, HRIS, Employee Engagement, HR Policies, Compensation & Benefit, Sourcing, Payroll, FMLA, Compensation & Benefits
Education
Northeastern University
A. W. Chesterton Company January 2013 - Present
New England Employee Benefits Council May 2008 - Present
Keystone Dental January 2010 - December 2012
Keystone Dental June 2008 - January 2010
Interactive Data Corporation October 2000 - April 2007
BankBoston/Fleet Financial March 1995 - February 2000
BankBoston January 1991 - March 1995
BankBoston March 1985 - December 1990
Skills
Human Resources, Employee Benefits, Benefits Administration, Incentive Programs, Performance Management, Talent Acquisition, Employee Relations, HRIS, Employee Engagement, HR Policies, Compensation & Benefit, Sourcing, Payroll, FMLA, Compensation & Benefits
Education
Northeastern University
Yvonne Vranes Yvonne Vranes's BankBoston Experience December 1985 - August 2000
Job Access Point Support Representative
Industry Banking
Experience
UPS August 2015 - Present
Volt Payments March 2015 - August 2015
Arizona Bank & Trust May 2013 - December 2014
Phoenix Business Journal October 2012 - March 2013
National Bank of Arizona February 2009 - July 2012
BBVA Compass February 2007 - February 2009
Chase October 2005 - February 2007
Sigma Investment Management Co. November 2000 - April 2005
BankBoston December 1985 - August 2000
Skills
Banking, Public Speaking, New Business Development, Sales Presentations, Outbound B2B Calling, Internal Business Line..., Extensive Referral..., Establishing and..., Industry research for..., Marketing Strategy, Management, Treasury Management, Training, Strategic Planning, Credit, Customer Service, Commercial Banking, Social Media Marketing, Mortgage Lending, Sales, Relationship Management, Loans, Portfolio Management, Coaching, Marketing, Retail Banking, Account Management, Leadership, Insurance, Business Development, Team Leadership, Commercial Lending, Team Building, Financial Analysis, Sales Management
Education
Northeastern University
Business
UPS August 2015 - Present
Volt Payments March 2015 - August 2015
Arizona Bank & Trust May 2013 - December 2014
Phoenix Business Journal October 2012 - March 2013
National Bank of Arizona February 2009 - July 2012
BBVA Compass February 2007 - February 2009
Chase October 2005 - February 2007
Sigma Investment Management Co. November 2000 - April 2005
BankBoston December 1985 - August 2000
Skills
Banking, Public Speaking, New Business Development, Sales Presentations, Outbound B2B Calling, Internal Business Line..., Extensive Referral..., Establishing and..., Industry research for..., Marketing Strategy, Management, Treasury Management, Training, Strategic Planning, Credit, Customer Service, Commercial Banking, Social Media Marketing, Mortgage Lending, Sales, Relationship Management, Loans, Portfolio Management, Coaching, Marketing, Retail Banking, Account Management, Leadership, Insurance, Business Development, Team Leadership, Commercial Lending, Team Building, Financial Analysis, Sales Management
Education
Northeastern University
Business
Sue Romaine, CTFA Sue Romaine, CTFA's BankBoston Experience May 1996 - July 2000
Job Trust, Financial and Technology Specialist
Industry Financial Services
Experience
Home June 2012 - October 2013
Mercer via Advanced Staffing June 2013 - September 2013
US Trust March 2005 - June 2012
US Trust March 2002 - June 2012
Fleet Bank July 2000 - March 2002
BankBoston May 1996 - July 2000
Bank of Boston October 1993 - May 1996
Liberty Bank & Trust January 1993 - October 1993
Cornerstone Bank January 1992 - December 1992
Needham Cooperative Bank September 1989 - April 1990
Skills
Building Relationships, Trust Services, Private Banking, Wealth Management, Customer Service, Portfolio Management, Retail Banking, Small Business Banking, Home Equity Lending, Technology, Desktop Application..., Training Delivery, Analytical Thinking, Problem Solving, Proprietary Systems..., Trust Systems Expertise, Time Management, Communication, High Net Worth..., Wealth Management..., Fiduciary, Insurance, Office 2010, Pilot Projects, Constructive Feedback, Banking, Trust Management, Small Business, Wealth, Loans, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Finance, Financial Services
Education
Cannon Financial Institute 2003 — 2004
Diploma, Trust Professional
Hesser College 1990 — 1993
Associates Degree, Business Sciences, Legal Secretary
Westwood High School 1984 — 1988
High Schol Diploma
Home June 2012 - October 2013
Mercer via Advanced Staffing June 2013 - September 2013
US Trust March 2005 - June 2012
US Trust March 2002 - June 2012
Fleet Bank July 2000 - March 2002
BankBoston May 1996 - July 2000
Bank of Boston October 1993 - May 1996
Liberty Bank & Trust January 1993 - October 1993
Cornerstone Bank January 1992 - December 1992
Needham Cooperative Bank September 1989 - April 1990
Skills
Building Relationships, Trust Services, Private Banking, Wealth Management, Customer Service, Portfolio Management, Retail Banking, Small Business Banking, Home Equity Lending, Technology, Desktop Application..., Training Delivery, Analytical Thinking, Problem Solving, Proprietary Systems..., Trust Systems Expertise, Time Management, Communication, High Net Worth..., Wealth Management..., Fiduciary, Insurance, Office 2010, Pilot Projects, Constructive Feedback, Banking, Trust Management, Small Business, Wealth, Loans, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Finance, Financial Services
Education
Cannon Financial Institute 2003 — 2004
Diploma, Trust Professional
Hesser College 1990 — 1993
Associates Degree, Business Sciences, Legal Secretary
Westwood High School 1984 — 1988
High Schol Diploma
Helen Drinan's BankBoston Experience 1993 - 2000
Job President, Simmons College
Industry Higher Education
Experience
Simmons College 2008 - Present
Caritas Christi Health Care 2003 - 2008
Society for Human Resources Management 2000 - 2002
BankBoston 1993 - 2000
BankBoston 1990 - 1993
BankBoston 1988 - 1990
BankBoston 1986 - 1988
BankBoston 1981 - 1986
Bartholdi and Company 1979 - 1981
Charles River Associates 1975 - 1979
Education
Simmons Graduate School of Management
Master of Business Administration (M.B.A.)
Simmons Graduate School of Library and Information Science
SM
Mount Holyoke College
Bachelor of Arts (AB)
Simmons College 2008 - Present
Caritas Christi Health Care 2003 - 2008
Society for Human Resources Management 2000 - 2002
BankBoston 1993 - 2000
BankBoston 1990 - 1993
BankBoston 1988 - 1990
BankBoston 1986 - 1988
BankBoston 1981 - 1986
Bartholdi and Company 1979 - 1981
Charles River Associates 1975 - 1979
Education
Simmons Graduate School of Management
Master of Business Administration (M.B.A.)
Simmons Graduate School of Library and Information Science
SM
Mount Holyoke College
Bachelor of Arts (AB)
Kenneth Overshown's BankBoston Experience 1986 - 1997
Job Contemplating Life and Enjoying Early Retirement
Industry Security and Investigations
Experience
AlliedBarton Security Services July 2009 - July 2014
HSM Electronic Protection Services 2005 - 2006
Pinkerton Security September 1999 - August 2000
BankBoston 1986 - 1997
Education
Newbury College
Certificate, Word Processing
AlliedBarton Security Services July 2009 - July 2014
HSM Electronic Protection Services 2005 - 2006
Pinkerton Security September 1999 - August 2000
BankBoston 1986 - 1997
Education
Newbury College
Certificate, Word Processing
Cynthia MacEwan, MBA Cynthia MacEwan, MBA's BankBoston Experience June 1996 - April 2000
Job Volunteer at LowCountry Community Church
Industry Education Management
Experience
LowCountry Community Church October 2014 - Present
Entrepreneur April 2014 - Present
Entrepreneur August 2009 - April 2014
Bellingham High School September 2006 - August 2009
FINE Mortuary College, LLC: A Private Two Year College April 2006 - August 2006
Gibbs College September 2005 - August 2006
TJX Companies, Inc. (own Marshalls, T.J. Maxx, HomeGoods, and A.J. Wright) January 2001 - April 2004
FINE Mortuary College, LLC: A Private Two Year College January 2003 - March 2003
BankBoston June 1996 - April 2000
Burdett College January 1999 - December 1999
Skills
PowerPoint, Word, Access, Excel, Visio, Microsoft Excel, Staff Development, Event Planning, Leadership Development, Strategic Planning, Research, SharePoint, Program Management, Process Improvement, Social Media, Microsoft Word, Workshop Facilitation, Sarbanes-Oxley, Change Management, Team Leadership, Recruiting, Instructional Design
Education
Nichols College 2004 — 2005
M.B.A. 3.6/4.0 GPA, Master of Business Administration
Computer Learning Center 1990 — 1990
Certificate, Computer Programming
Salem State University 1975 — 1980
B.S., Business Education - Concentration: Accounting
LowCountry Community Church October 2014 - Present
Entrepreneur April 2014 - Present
Entrepreneur August 2009 - April 2014
Bellingham High School September 2006 - August 2009
FINE Mortuary College, LLC: A Private Two Year College April 2006 - August 2006
Gibbs College September 2005 - August 2006
TJX Companies, Inc. (own Marshalls, T.J. Maxx, HomeGoods, and A.J. Wright) January 2001 - April 2004
FINE Mortuary College, LLC: A Private Two Year College January 2003 - March 2003
BankBoston June 1996 - April 2000
Burdett College January 1999 - December 1999
Skills
PowerPoint, Word, Access, Excel, Visio, Microsoft Excel, Staff Development, Event Planning, Leadership Development, Strategic Planning, Research, SharePoint, Program Management, Process Improvement, Social Media, Microsoft Word, Workshop Facilitation, Sarbanes-Oxley, Change Management, Team Leadership, Recruiting, Instructional Design
Education
Nichols College 2004 — 2005
M.B.A. 3.6/4.0 GPA, Master of Business Administration
Computer Learning Center 1990 — 1990
Certificate, Computer Programming
Salem State University 1975 — 1980
B.S., Business Education - Concentration: Accounting
Francis J Fardy Francis J Fardy's BankBoston Experience November 1992 - March 2000
Job at Sovereign Bank
Industry Financial Services
Experience
Sovereign Bank August 2010 - Present
Sovereign Bank March 2000 - May 2009
BankBoston November 1992 - March 2000
Fleet Norstar Service Corp March 1991 - November 1992
Bank of New England 1972 - 1991
Skills
Process Improvement, Project Management, Banking, Mergers & Acquisitions, Change Management, Management, Leadership, Mergers, Business Analysis, SDLC, Business Intelligence
Education
Northeastern University
BS, Economics
Sovereign Bank August 2010 - Present
Sovereign Bank March 2000 - May 2009
BankBoston November 1992 - March 2000
Fleet Norstar Service Corp March 1991 - November 1992
Bank of New England 1972 - 1991
Skills
Process Improvement, Project Management, Banking, Mergers & Acquisitions, Change Management, Management, Leadership, Mergers, Business Analysis, SDLC, Business Intelligence
Education
Northeastern University
BS, Economics
Susan Donahue Susan Donahue's BankBoston Experience 1975 - 1980
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Health Leads 2010 - Present
The Home for Little Wanderers 2010 - Present
Museum of Fine Arts, Boston 2006 - Present
Boston Medical Center 2005 - Present
Talking Information Center for the Blind 1984 - Present
Stop & Shop Companies 1980 - 1984
BankBoston 1975 - 1980
Mobil Oil 1973 - 1975
Education
Harvard University 1992 — 1995
CSS, Management
Skidmore College 1969 — 1973
BA, English
Health Leads 2010 - Present
The Home for Little Wanderers 2010 - Present
Museum of Fine Arts, Boston 2006 - Present
Boston Medical Center 2005 - Present
Talking Information Center for the Blind 1984 - Present
Stop & Shop Companies 1980 - 1984
BankBoston 1975 - 1980
Mobil Oil 1973 - 1975
Education
Harvard University 1992 — 1995
CSS, Management
Skidmore College 1969 — 1973
BA, English
John C. Murphy John C. Murphy's BankBoston Experience October 1994 - October 1999
Job Vice President/Director at State Street
Industry Information Technology and Services
Experience
State Street Corporation December 2013 - Present
Local CIO Consulting February 2012 - Present
State Street Corporation February 2013 - December 2013
eSentio Technologies April 2011 - January 2012
State Street Global Advisors April 2008 - April 2011
Murphy Consulting August 2007 - April 2008
Goulston & Storrs July 2001 - July 2007
Hill & Barlow January 2000 - June 2001
BankBoston October 1994 - October 1999
Boston University 1992 - 1994
Skills
IT Strategy, Optimization, IT Management, Business Continuity, Infrastructure Planning, Process Improvement, Vendor Management, Budget Analysis, Project Execution, Client Service, Strategic Planning, Project Management, Infrastructure, Financial Services, ITIL, Servers, Budgets, Disaster Recovery, Optimizations, Data Center, Security, Enterprise Architecture, Windows Server, Active Directory, Information Technology, Virtualization, Networking, Program Management, Integration, SDLC, Management, System Administration, Leadership, SharePoint, Consulting, IT Operations, Cloud Computing, IT Service Management, Business Analysis, Enterprise Software, Outsourcing, Professional Services, SaaS, Project Portfolio...
Education
New England School of Law 1994 — 1998
Juris Doctor
University of Massachusetts Lowell 1987 — 1990
BS
University of Massachusetts, Amherst 1985 — 1986
State Street Corporation December 2013 - Present
Local CIO Consulting February 2012 - Present
State Street Corporation February 2013 - December 2013
eSentio Technologies April 2011 - January 2012
State Street Global Advisors April 2008 - April 2011
Murphy Consulting August 2007 - April 2008
Goulston & Storrs July 2001 - July 2007
Hill & Barlow January 2000 - June 2001
BankBoston October 1994 - October 1999
Boston University 1992 - 1994
Skills
IT Strategy, Optimization, IT Management, Business Continuity, Infrastructure Planning, Process Improvement, Vendor Management, Budget Analysis, Project Execution, Client Service, Strategic Planning, Project Management, Infrastructure, Financial Services, ITIL, Servers, Budgets, Disaster Recovery, Optimizations, Data Center, Security, Enterprise Architecture, Windows Server, Active Directory, Information Technology, Virtualization, Networking, Program Management, Integration, SDLC, Management, System Administration, Leadership, SharePoint, Consulting, IT Operations, Cloud Computing, IT Service Management, Business Analysis, Enterprise Software, Outsourcing, Professional Services, SaaS, Project Portfolio...
Education
New England School of Law 1994 — 1998
Juris Doctor
University of Massachusetts Lowell 1987 — 1990
BS
University of Massachusetts, Amherst 1985 — 1986
David Zapponi, MSRE's BankBoston Experience July 1996 - 1998
Job Development at Federal Realty Investment Trust
Industry Real Estate
Experience
Federal Realty Investment Trust August 2015 - Present
Atlantic Realty Companies February 2014 - August 2015
Madison Marquette January 2005 - February 2014
Johns Hopkins University January 2006 - December 2013
Prudential Mortgage Capital Company October 2000 - January 2004
BankBoston July 1996 - 1998
Skills
Real Estate Development, Project Management, Real Estate Financing, Real Estate, Retail, Budgets, Disposition, Leases, Lease Negotiations, Construction, Asset Management, Commercial Real Estate, Investments, Design-Build, Tenant Coordination, Real Estate Investor, Project Planning, Multi-family, Mixed-use, Real Estate Economics, Strategy, Feasibility Studies, Negotiation, Property Management, Shopping Centers, Proposal Writing, Real Estate License, Contract Negotiation, Real Estate Transactions, Acquisitions, Investment Properties, Dispositions
Education
The Johns Hopkins University - Carey Business School 2004 — 2005
Masters, Real Estate
Harvard University 1998 — 1998
Business Credits
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Economics
Boston College High School 1988 — 1992
Federal Realty Investment Trust August 2015 - Present
Atlantic Realty Companies February 2014 - August 2015
Madison Marquette January 2005 - February 2014
Johns Hopkins University January 2006 - December 2013
Prudential Mortgage Capital Company October 2000 - January 2004
BankBoston July 1996 - 1998
Skills
Real Estate Development, Project Management, Real Estate Financing, Real Estate, Retail, Budgets, Disposition, Leases, Lease Negotiations, Construction, Asset Management, Commercial Real Estate, Investments, Design-Build, Tenant Coordination, Real Estate Investor, Project Planning, Multi-family, Mixed-use, Real Estate Economics, Strategy, Feasibility Studies, Negotiation, Property Management, Shopping Centers, Proposal Writing, Real Estate License, Contract Negotiation, Real Estate Transactions, Acquisitions, Investment Properties, Dispositions
Education
The Johns Hopkins University - Carey Business School 2004 — 2005
Masters, Real Estate
Harvard University 1998 — 1998
Business Credits
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Economics
Boston College High School 1988 — 1992
Flavia Secco Flavia Secco's BankBoston Experience November 2002 - September 2006
Job Senior Product Manager, Electronic Channels at CIBC
Industry Banking
Experience
CIBC January 2015 - Present
Banco Safra July 2011 - May 2013
Banco Safra September 2009 - June 2011
Votorantim September 2007 - September 2009
Itaú BBA September 2006 - July 2007
BankBoston November 2002 - September 2006
BankBoston November 2001 - October 2002
BM&FBOVESPA May 2000 - November 2001
Skills
Banking, Portfolio Management, Cash Management, Financial Markets, Corporate Finance, Trade Finance, Strategic Planning, Management, Payments, Private Banking, Commercial Banking, Treasury Management, Capital Markets, Retail Banking, Finance, Cash Flow, Project Management, Product Development, Process Improvement
Education
University of Toronto
Business Strategy (part of the certificate program in Management Fundamentals)
Ibmec Business School 2008 — 2009
Master Business Administration
Pontifícia Universidade Católica de São Paulo 1998 — 2002
Bachelor in Business Administration (B.B.A.)
CIBC January 2015 - Present
Banco Safra July 2011 - May 2013
Banco Safra September 2009 - June 2011
Votorantim September 2007 - September 2009
Itaú BBA September 2006 - July 2007
BankBoston November 2002 - September 2006
BankBoston November 2001 - October 2002
BM&FBOVESPA May 2000 - November 2001
Skills
Banking, Portfolio Management, Cash Management, Financial Markets, Corporate Finance, Trade Finance, Strategic Planning, Management, Payments, Private Banking, Commercial Banking, Treasury Management, Capital Markets, Retail Banking, Finance, Cash Flow, Project Management, Product Development, Process Improvement
Education
University of Toronto
Business Strategy (part of the certificate program in Management Fundamentals)
Ibmec Business School 2008 — 2009
Master Business Administration
Pontifícia Universidade Católica de São Paulo 1998 — 2002
Bachelor in Business Administration (B.B.A.)
Heather Marren Heather Marren's BankBoston Experience July 1998 - May 1999
Job Digital content specialist
Industry Information Technology and Services
Experience
MetLife September 2014 - Present
TEKsystems May 2014 - September 2014
Commonwealth of Massachusetts September 2008 - October 2013
Collette Vacations November 2006 - June 2008
Collette Vacations November 2000 - November 2006
FleetBoston Financial March 2000 - October 2000
BankBoston/FleetBoston Financial May 1999 - March 2000
BankBoston July 1998 - May 1999
Cape Cod Five June 1997 - July 1998
Corporation for National and Community Service September 1996 - December 1996
Skills
Web Analytics, Google Analytics, Social Media, Google Adwords, Web Content Management, Web Marketing, Web Project Management, HTML, Photoshop, ColdFusion, JavaScript, SEO copywriting, CSS, Content Migration, Facebook, Twitter, Blogging, Training, Trend Analysis, XML, RSS, Web-based Communication, Online Marketing
Education
Middlebury College
BA
MetLife September 2014 - Present
TEKsystems May 2014 - September 2014
Commonwealth of Massachusetts September 2008 - October 2013
Collette Vacations November 2006 - June 2008
Collette Vacations November 2000 - November 2006
FleetBoston Financial March 2000 - October 2000
BankBoston/FleetBoston Financial May 1999 - March 2000
BankBoston July 1998 - May 1999
Cape Cod Five June 1997 - July 1998
Corporation for National and Community Service September 1996 - December 1996
Skills
Web Analytics, Google Analytics, Social Media, Google Adwords, Web Content Management, Web Marketing, Web Project Management, HTML, Photoshop, ColdFusion, JavaScript, SEO copywriting, CSS, Content Migration, Facebook, Twitter, Blogging, Training, Trend Analysis, XML, RSS, Web-based Communication, Online Marketing
Education
Middlebury College
BA
Van Stevens Van Stevens's BankBoston Experience June 1997 - February 1999
Job Health Care Analyst
Industry Information Technology and Services
Experience
Tufts Health Plan September 2015 - Present
Federal Reserve Bank of Boston December 2011 - Present
Epsilon June 2010 - August 2011
Fidelity Investments September 2006 - January 2009
Biogen Idec November 2004 - September 2006
CVS Caremark Corporation April 2003 - November 2004
Fleet Boston Financial February 1999 - April 2003
BankBoston June 1997 - February 1999
Harte Hanks May 1994 - June 1997
BayBank Systems, Inc. May 1985 - June 1994
Skills
SQL, Project Management, Linux, SDLC, Perl, Oracle, SAS, Data Warehousing, Unix, Microsoft SQL Server
Education
Northeastern University 1976 — 1981
Bachelor's degree, Mathematics and Computer Science, 3.0
Tufts Health Plan September 2015 - Present
Federal Reserve Bank of Boston December 2011 - Present
Epsilon June 2010 - August 2011
Fidelity Investments September 2006 - January 2009
Biogen Idec November 2004 - September 2006
CVS Caremark Corporation April 2003 - November 2004
Fleet Boston Financial February 1999 - April 2003
BankBoston June 1997 - February 1999
Harte Hanks May 1994 - June 1997
BayBank Systems, Inc. May 1985 - June 1994
Skills
SQL, Project Management, Linux, SDLC, Perl, Oracle, SAS, Data Warehousing, Unix, Microsoft SQL Server
Education
Northeastern University 1976 — 1981
Bachelor's degree, Mathematics and Computer Science, 3.0
Edward K. Staples Edward K. Staples's BankBoston Experience January 1991 - December 1998
Job Vice President & Trust Officer at Van Liew Trust Company
Industry Investment Management
Experience
Van Liew Trust Company January 2006 - Present
Bank of America June 2003 - January 2006
Fleet National Bank January 1998 - December 2003
BankBoston January 1991 - December 1998
RI Hospital Trust National Bank 1986 - 1991
Hilton Hotels 1984 - 1986
Rockresorts 1979 - 1984
Skills
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Equities, Public Speaking, Administration, Private Banking, Mutual Funds, Investment Advisory, 401k, Probate, Securities, Retirement, Investment Strategies, Holistic Health, Strategic Financial..., IRAs, Fundraising, Wealth Management..., Fiduciary, Management, Financial Services, Asset Allocation, Finance, Wealth, Financial Advisory, Banking, Trust Management, High Net Worth...
Education
American Banking Association 1987 — 1989
Certificate Program, trust & estates
Hobart and William Smith Colleges 1973 — 1977
Bachelor of Arts (B.A.), English Literature
barrington high school
barrington high school
Van Liew Trust Company January 2006 - Present
Bank of America June 2003 - January 2006
Fleet National Bank January 1998 - December 2003
BankBoston January 1991 - December 1998
RI Hospital Trust National Bank 1986 - 1991
Hilton Hotels 1984 - 1986
Rockresorts 1979 - 1984
Skills
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Equities, Public Speaking, Administration, Private Banking, Mutual Funds, Investment Advisory, 401k, Probate, Securities, Retirement, Investment Strategies, Holistic Health, Strategic Financial..., IRAs, Fundraising, Wealth Management..., Fiduciary, Management, Financial Services, Asset Allocation, Finance, Wealth, Financial Advisory, Banking, Trust Management, High Net Worth...
Education
American Banking Association 1987 — 1989
Certificate Program, trust & estates
Hobart and William Smith Colleges 1973 — 1977
Bachelor of Arts (B.A.), English Literature
barrington high school
barrington high school
John Stanham John Stanham's BankBoston Experience 1986 - 1988
Job .
Industry Retail
Experience
PDC Group 2014 - Present
FernAnalytics 2014 - Present
ILP 2012 - Present
Etam Groep, Netherlands 2011 - 2014
DMC Grupo Progreso 2011 - 2013
Mesoamerica 2001 - 2011
Bain & Company 1994 - 2000
Tacuarembo - Marfrig Group 1992 - 1993
Unilever 1988 - 1990
BankBoston 1986 - 1988
Skills
Management, Strategy, Business Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Private Equity, Business Planning, Retail, Marketing, Financial Analysis, Marketing Strategy, Analytics, Investment Banking, Restructuring, Start-ups, FMCG, Forecasting, Data Science, Market Research, CRM, Consumer Products, Predictive Modeling, Data Mining, Airlines, Data Analytics, Retail Banking, Consumer Marketing, Manufacturing, Building Materials, Recruiting, Customer Service, Hotel Management, Family Business, Long-term Customer..., Customer Loyalty, Chief Strategy Officer, Productivity Improvement, Consumer Finance, Financial Services
Education
Northwestern University 2013 — 2015
Master’s Degree
INCAE Business School 1990 — 1992
Master of Business Administration (M.B.A.)
Universidad de la República 1983 — 1988
Bachelor's Degree
Universidad de la República 1982 — 1988
Bachelor's Degree
PDC Group 2014 - Present
FernAnalytics 2014 - Present
ILP 2012 - Present
Etam Groep, Netherlands 2011 - 2014
DMC Grupo Progreso 2011 - 2013
Mesoamerica 2001 - 2011
Bain & Company 1994 - 2000
Tacuarembo - Marfrig Group 1992 - 1993
Unilever 1988 - 1990
BankBoston 1986 - 1988
Skills
Management, Strategy, Business Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Private Equity, Business Planning, Retail, Marketing, Financial Analysis, Marketing Strategy, Analytics, Investment Banking, Restructuring, Start-ups, FMCG, Forecasting, Data Science, Market Research, CRM, Consumer Products, Predictive Modeling, Data Mining, Airlines, Data Analytics, Retail Banking, Consumer Marketing, Manufacturing, Building Materials, Recruiting, Customer Service, Hotel Management, Family Business, Long-term Customer..., Customer Loyalty, Chief Strategy Officer, Productivity Improvement, Consumer Finance, Financial Services
Education
Northwestern University 2013 — 2015
Master’s Degree
INCAE Business School 1990 — 1992
Master of Business Administration (M.B.A.)
Universidad de la República 1983 — 1988
Bachelor's Degree
Universidad de la República 1982 — 1988
Bachelor's Degree
Veronica Grant Veronica Grant's BankBoston Experience 1998 - 2001
Job HR Business Partner
Industry Information Technology and Services
Experience
Exostar 2013 - Present
Middleburg Bank 2007 - 2013
BankBoston 1998 - 2001
Benchmark Electronics 1996 - 1997
Skills
Employee Relations, Training & Development, Recruitment/Retention, Deferred Compensation, Talent Management, Talent Acquisition, HRIS, Organizational..., Onboarding, Applicant Tracking..., Coaching, Employee Engagement, Succession Planning, Performance Management, Technical Recruiting, Recruiting, Benefits Administration, Workforce Planning, College Recruiting, New Hire Orientations, HR Policies, FMLA, Process Improvement, Employee Benefits, Training, Leadership, Interviews, Employee Handbooks, Job Descriptions, Human Resources, Employee Training, Leadership Development, Team Building, Strategic Planning, Banking, Internet Recruiting, Management, Financial Services, Executive Search, Sourcing, Job Fairs, Sales, Change Management, Payroll, Hiring
Education
Messiah College
BS, International Business
Exostar 2013 - Present
Middleburg Bank 2007 - 2013
BankBoston 1998 - 2001
Benchmark Electronics 1996 - 1997
Skills
Employee Relations, Training & Development, Recruitment/Retention, Deferred Compensation, Talent Management, Talent Acquisition, HRIS, Organizational..., Onboarding, Applicant Tracking..., Coaching, Employee Engagement, Succession Planning, Performance Management, Technical Recruiting, Recruiting, Benefits Administration, Workforce Planning, College Recruiting, New Hire Orientations, HR Policies, FMLA, Process Improvement, Employee Benefits, Training, Leadership, Interviews, Employee Handbooks, Job Descriptions, Human Resources, Employee Training, Leadership Development, Team Building, Strategic Planning, Banking, Internet Recruiting, Management, Financial Services, Executive Search, Sourcing, Job Fairs, Sales, Change Management, Payroll, Hiring
Education
Messiah College
BS, International Business
Doug Rogers Doug Rogers's BankBoston Experience 1993 - 1998
Job Sr. Investment Strategist at The Wells Fargo Private Bank
Industry Investment Management
Experience
The Wells Fargo Private Bank March 2011 - Present
Atlantic Trust Company, Inc July 1998 - May 2010
Pell Rudman 1998 - 2002
BankBoston 1993 - 1998
BayBanks Investment Management January 1993 - January 1995
Skills
Strategic Asset..., Investment Writing, Client Communication, Asset Allocation, Investments, Portfolio Management, Equities, Mutual Funds
Education
Lehigh University 1989 — 1993
BS, Finance
The Wells Fargo Private Bank March 2011 - Present
Atlantic Trust Company, Inc July 1998 - May 2010
Pell Rudman 1998 - 2002
BankBoston 1993 - 1998
BayBanks Investment Management January 1993 - January 1995
Skills
Strategic Asset..., Investment Writing, Client Communication, Asset Allocation, Investments, Portfolio Management, Equities, Mutual Funds
Education
Lehigh University 1989 — 1993
BS, Finance
Robert M DiTrapano, CPA Robert M DiTrapano, CPA's BankBoston Experience 1998 - 2000
Job Tax Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers 2000 - Present
BankBoston 1998 - 2000
Ernst & Young, LLP 1994 - 1998
Internal Revenue Service 1977 - 1984
Skills
High Net Worth..., Financial Planning, Tax Compliance, Income Tax, Tax, Strategic Financial..., CPA, Finance, Financial Planners, Tax Accounting, Tax Research, Corporate Tax, US Tax, Partnership Taxation
Education
Northeastern University
BS/BA, Accounting
Suffolk University
MST, Tax
PricewaterhouseCoopers 2000 - Present
BankBoston 1998 - 2000
Ernst & Young, LLP 1994 - 1998
Internal Revenue Service 1977 - 1984
Skills
High Net Worth..., Financial Planning, Tax Compliance, Income Tax, Tax, Strategic Financial..., CPA, Finance, Financial Planners, Tax Accounting, Tax Research, Corporate Tax, US Tax, Partnership Taxation
Education
Northeastern University
BS/BA, Accounting
Suffolk University
MST, Tax
Cesar Guercio's BankBoston Experience April 1996 - January 2000
Job President at 1791 Corporation
Industry Real Estate
Experience
1791 Real Estate May 2010 - Present
Schlumberger Information Solutions 2009 - November 2012
Schlumberger Information Solutions July 2006 - October 2009
Canadian Natural Resources Limited September 2004 - June 2006
RBC April 2003 - August 2004
BankBoston April 1996 - January 2000
Skills
Analysis, Petroleum, Management, Energy Industry, Gas, Upstream, Strategic Planning, Economics, Energy, Project Planning, Oil & Gas Industry, Oil/Gas, Project Management, Finance, Portfolio Management, Training, Business Strategy, Business Planning, New Business Development, Risk Analysis, Strategy, Business Development, Account Management, Negotiation, Forecasting, Financial Analysis, English, Risk Management, Team Leadership, Spanish, Budgeting, Management Consulting, Business Analysis, Contract Negotiation, Contract Management, Problem Solving, Business Management, Change Management, Customer Relations, Marketing Strategy, Teamwork, Financial Planning, Sales Management, Strategy Development, Oilfield, Real Estate, Investments, Oil, Oil & Gas, Consulting
Education
Instituto Tecnológico de Buenos Aires / ITBA 2003 — 2003
Entrepreneurship Diploma, Business & Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1995 — 2001
Licenciatura en Economía, Economics
1791 Real Estate May 2010 - Present
Schlumberger Information Solutions 2009 - November 2012
Schlumberger Information Solutions July 2006 - October 2009
Canadian Natural Resources Limited September 2004 - June 2006
RBC April 2003 - August 2004
BankBoston April 1996 - January 2000
Skills
Analysis, Petroleum, Management, Energy Industry, Gas, Upstream, Strategic Planning, Economics, Energy, Project Planning, Oil & Gas Industry, Oil/Gas, Project Management, Finance, Portfolio Management, Training, Business Strategy, Business Planning, New Business Development, Risk Analysis, Strategy, Business Development, Account Management, Negotiation, Forecasting, Financial Analysis, English, Risk Management, Team Leadership, Spanish, Budgeting, Management Consulting, Business Analysis, Contract Negotiation, Contract Management, Problem Solving, Business Management, Change Management, Customer Relations, Marketing Strategy, Teamwork, Financial Planning, Sales Management, Strategy Development, Oilfield, Real Estate, Investments, Oil, Oil & Gas, Consulting
Education
Instituto Tecnológico de Buenos Aires / ITBA 2003 — 2003
Entrepreneurship Diploma, Business & Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1995 — 2001
Licenciatura en Economía, Economics
Patricia Petrolito-Ritchie's BankBoston Experience October 1996 - January 1999
Job Realtor at Century 21 Clemens & Sons Realty
Industry Real Estate
Experience
Century 21 Clemens & Sons Realty July 2003 - Present
American Eagle Federal Credit Union March 1999 - December 1999
BankBoston October 1996 - January 1999
Fleet Bank September 1994 - October 1996
Medaphis Corporation September 1990 - March 1994
Connecticut Bank and Trust Co. February 1985 - March 1988
Skills
Sellers, New Home Sales, Realty, First Time Home Buyers, Real Estate, Short Sales, Residential, Investment Properties, Relocation, Foreclosures, Buyer Representation, REO, Condos, Single Family Homes, First Time Buyers, Listings, Investors, Negotiation, Buying, Selling, Home, Luxury, Land, Referrals, Resale, Real Estate Investment, Rentals, Purchase, Contract Negotiation, Investments, Townhomes, Real Estate Transactions, Seniors, Customer Service, GRI, Distressed Property, Home Staging, Waterfront, HUD, Leases, Microsoft Office, Social Media, ABR, Real Property, New Homes, SFR, Income Properties, Move Up Buyers, New Home Construction, Resellers
Education
George J. Penney High School 1979 — 1983
Manchester Community College
Century 21 Clemens & Sons Realty July 2003 - Present
American Eagle Federal Credit Union March 1999 - December 1999
BankBoston October 1996 - January 1999
Fleet Bank September 1994 - October 1996
Medaphis Corporation September 1990 - March 1994
Connecticut Bank and Trust Co. February 1985 - March 1988
Skills
Sellers, New Home Sales, Realty, First Time Home Buyers, Real Estate, Short Sales, Residential, Investment Properties, Relocation, Foreclosures, Buyer Representation, REO, Condos, Single Family Homes, First Time Buyers, Listings, Investors, Negotiation, Buying, Selling, Home, Luxury, Land, Referrals, Resale, Real Estate Investment, Rentals, Purchase, Contract Negotiation, Investments, Townhomes, Real Estate Transactions, Seniors, Customer Service, GRI, Distressed Property, Home Staging, Waterfront, HUD, Leases, Microsoft Office, Social Media, ABR, Real Property, New Homes, SFR, Income Properties, Move Up Buyers, New Home Construction, Resellers
Education
George J. Penney High School 1979 — 1983
Manchester Community College
William Overholt William Overholt's BankBoston Experience April 1998 - October 1998
Job Senior Fellow, Harvard University Asia Center
Industry Management Consulting
Experience
Harvard University August 2008 - Present
Fung Global Institute April 2013 - June 2015
The Korea Society 2011 - 2013
International center for Conciliation 2010 - 2013
RAND Corp. September 2002 - July 2008
Harvard University December 2001 - August 2002
Nomura October 1998 - November 2001
BankBoston April 1998 - October 1998
Bankers Trust January 1980 - April 1998
Control Risks Information Services 1980 - 1990
Skills
Economic analysis, International Business..., International Finance, Politics, Risk Analysis, International Sales, International Relations, Business Strategy, Economics, Policy, Government, Investment Strategies, Foreign Policy, Political Risk Analysis, Public Policy, Editing, Research, Strategy, International..., Management, Human Rights, Strategic Planning, Qualitative Research, NGOs, Policy Analysis, Political Science, Macroeconomics, Program Evaluation, Analysis, Foreign Affairs, Econometrics, Emerging Markets, Intercultural..., Venture Capital, International Security, Sustainable Development, Economic Development, Strategic Communications, Diplomacy, Statistics, Nonprofits, Stata, National Security, International Economics, Corporate Social..., Data Analysis, Economic Research, Chinese, European Union, International Political...
Education
Yale 1968 — 1972
Ph.D., Political Science
Harvard 1964 — 1968
BA magna, Social Studies
Harvard University August 2008 - Present
Fung Global Institute April 2013 - June 2015
The Korea Society 2011 - 2013
International center for Conciliation 2010 - 2013
RAND Corp. September 2002 - July 2008
Harvard University December 2001 - August 2002
Nomura October 1998 - November 2001
BankBoston April 1998 - October 1998
Bankers Trust January 1980 - April 1998
Control Risks Information Services 1980 - 1990
Skills
Economic analysis, International Business..., International Finance, Politics, Risk Analysis, International Sales, International Relations, Business Strategy, Economics, Policy, Government, Investment Strategies, Foreign Policy, Political Risk Analysis, Public Policy, Editing, Research, Strategy, International..., Management, Human Rights, Strategic Planning, Qualitative Research, NGOs, Policy Analysis, Political Science, Macroeconomics, Program Evaluation, Analysis, Foreign Affairs, Econometrics, Emerging Markets, Intercultural..., Venture Capital, International Security, Sustainable Development, Economic Development, Strategic Communications, Diplomacy, Statistics, Nonprofits, Stata, National Security, International Economics, Corporate Social..., Data Analysis, Economic Research, Chinese, European Union, International Political...
Education
Yale 1968 — 1972
Ph.D., Political Science
Harvard 1964 — 1968
BA magna, Social Studies
Karen Ancas's BankBoston Experience 1982 - 1998
Job Graphic Design • Marketing • Promotion
Industry Graphic Design
Experience
Pro AV Systems, Inc. July 2015 - Present
Karen Ancas Design 1998 - Present
Live for Liv Foundation March 2014 - Present
Catholic Memorial School 2003 - Present
Beth Israel Deaconess Medical Center 2003 - Present
Geocomp April 2014 - December 2014
BankBoston 1982 - 1998
Skills
Brochures, Adobe Creative Suite, InDesign, Typography, Graphic Design, Logo Design, Art Direction, Adobe Acrobat, Layout, Illustration, Illustrator, Web Design, Direct Mail, Newsletters, Website Development, Publications, Graphics, Social Media, Marketing, Photography, Concept Development
Education
Massachusetts College of Art 1976 — 1980
BFA, Graphic Design & Illustration
School of the Museum of Fine Arts
Painting
Cedar Cliff High School
Pro AV Systems, Inc. July 2015 - Present
Karen Ancas Design 1998 - Present
Live for Liv Foundation March 2014 - Present
Catholic Memorial School 2003 - Present
Beth Israel Deaconess Medical Center 2003 - Present
Geocomp April 2014 - December 2014
BankBoston 1982 - 1998
Skills
Brochures, Adobe Creative Suite, InDesign, Typography, Graphic Design, Logo Design, Art Direction, Adobe Acrobat, Layout, Illustration, Illustrator, Web Design, Direct Mail, Newsletters, Website Development, Publications, Graphics, Social Media, Marketing, Photography, Concept Development
Education
Massachusetts College of Art 1976 — 1980
BFA, Graphic Design & Illustration
School of the Museum of Fine Arts
Painting
Cedar Cliff High School
Michele Geronimo Michele Geronimo's BankBoston Experience June 1997 - December 1999
Job Product Marketing Consultant at Brookhill Marketing
Industry Online Media
Experience
Brookhill Marketing September 2011 - Present
MediaWhiz Holdings LLC June 2009 - July 2011
Motionbox March 2008 - May 2009
Motionbox December 2007 - February 2008
Next Jump December 2006 - November 2007
WhenU.com, Inc. November 2004 - November 2006
Secure Sponsorship January 2000 - August 2004
BankBoston June 1997 - December 1999
Skills
Online Advertising, Forecasting, User Experience, SEO, SEM, Competitive Analysis, Business Development, Market Research, Contextual Advertising, Digital Marketing, Digital Strategy, Email Marketing, Affiliate Marketing, Product Management, Product Development, Product Marketing, Advertising Operations, Lead Generation, Revenue Forecasting, Team Management, Strategy, Start-ups, Marketing Strategy, Marketing, Advertising, Customer Acquisition, E-commerce, Online Marketing
Education
LUMA Institute 2015 — 2015
Human-Centered Design Thinking
Dale Carnegie Leadership Training for Managers 2011 — 2011
New York University 2009 — 2009
Digital Media Marketing
Wellesley College 1993 — 1997
BA, Economics, Spanish
Brookhill Marketing September 2011 - Present
MediaWhiz Holdings LLC June 2009 - July 2011
Motionbox March 2008 - May 2009
Motionbox December 2007 - February 2008
Next Jump December 2006 - November 2007
WhenU.com, Inc. November 2004 - November 2006
Secure Sponsorship January 2000 - August 2004
BankBoston June 1997 - December 1999
Skills
Online Advertising, Forecasting, User Experience, SEO, SEM, Competitive Analysis, Business Development, Market Research, Contextual Advertising, Digital Marketing, Digital Strategy, Email Marketing, Affiliate Marketing, Product Management, Product Development, Product Marketing, Advertising Operations, Lead Generation, Revenue Forecasting, Team Management, Strategy, Start-ups, Marketing Strategy, Marketing, Advertising, Customer Acquisition, E-commerce, Online Marketing
Education
LUMA Institute 2015 — 2015
Human-Centered Design Thinking
Dale Carnegie Leadership Training for Managers 2011 — 2011
New York University 2009 — 2009
Digital Media Marketing
Wellesley College 1993 — 1997
BA, Economics, Spanish
John Newcomb's BankBoston Experience 1987 - 2001
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's February 2001 - Present
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Irving Trust Company 1984 - 1987
Skills
Capital Markets, Financial Risk, Investment Banking, Syndications, Fixed Income, Equities, Structured Finance, Derivatives, Credit, Emerging Markets, Financial Structuring, Securitization, Leveraged Finance, Portfolio Management, High Yield
Education
Loyola University New Orleans
BA, History
Standard & Poor's February 2001 - Present
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Irving Trust Company 1984 - 1987
Skills
Capital Markets, Financial Risk, Investment Banking, Syndications, Fixed Income, Equities, Structured Finance, Derivatives, Credit, Emerging Markets, Financial Structuring, Securitization, Leveraged Finance, Portfolio Management, High Yield
Education
Loyola University New Orleans
BA, History
Stephanie Bonner-Lyons's BankBoston Experience 1998 - 1999
Job Spa/Salon Director at Corbu Spa&Salon
Industry Retail
Experience
Corbu Spa&Salon May 2015 - Present
Greentangerine Spa and salon June 2014 - Present
GrettaStyle/Gretta Enterprises December 2001 - June 2014
Candela Corporation June 1999 - December 2001
BankBoston 1998 - 1999
Bloomingdale's 1995 - 1997
TheCoop 1987 - 1995
Skills
Customer Service, Spa, Inventory Management, Skin Care, Cosmetics, Beauty Industry, Sales, Styling, Retail Sales, Event Planning, Cosmetology, Training, Retail, Merchandising, Fashion, Management
Education
Newbury College 1987 — 1990
Associates, Fashion Merchandising
Corbu Spa&Salon May 2015 - Present
Greentangerine Spa and salon June 2014 - Present
GrettaStyle/Gretta Enterprises December 2001 - June 2014
Candela Corporation June 1999 - December 2001
BankBoston 1998 - 1999
Bloomingdale's 1995 - 1997
TheCoop 1987 - 1995
Skills
Customer Service, Spa, Inventory Management, Skin Care, Cosmetics, Beauty Industry, Sales, Styling, Retail Sales, Event Planning, Cosmetology, Training, Retail, Merchandising, Fashion, Management
Education
Newbury College 1987 — 1990
Associates, Fashion Merchandising
Matthew McKay CFA's BankBoston Experience February 1997 - September 1998
Job Experienced Harvard CFA Analyst
Industry Financial Services
Experience
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Lucie Lovell's BankBoston Experience June 1979 - June 2000
Job Director, Client Advisory Services at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank & Trust Company April 2005 - May 2015
LongVue Advisors LLC June 2003 - April 2005
The PNC Financial Services Group, Inc. May 2001 - June 2003
H.C. Wainwright & Co., LLC June 2000 - May 2001
BankBoston June 1979 - June 2000
Education
Massasoit Community College
Associate's Degree
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank & Trust Company April 2005 - May 2015
LongVue Advisors LLC June 2003 - April 2005
The PNC Financial Services Group, Inc. May 2001 - June 2003
H.C. Wainwright & Co., LLC June 2000 - May 2001
BankBoston June 1979 - June 2000
Education
Massasoit Community College
Associate's Degree
David Graves-Witherell David Graves-Witherell's BankBoston Experience March 2000 - July 2000
Job Vice President Relationship Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - Present
East West Bank September 2013 - March 2015
Citibank September 2007 - August 2013
Bank of America March 2006 - August 2007
Bank of America March 2003 - March 2006
Fleet Bank July 2000 - March 2003
BankBoston March 2000 - July 2000
Skills
New Business Development, International Business, Business Relationship..., Banking, CRM, Start-ups, Financial Services, Credit, Finance, Commercial Banking, Cash Management, Business Strategy, Cross Selling, Business Process, Commercial Lending, Relationship Management, Small Business Lending, Cross-functional Team..., Trade Finance, Portfolio Management, Strategy, Business Development, Program Management, Entrepreneurship
Education
Harvard University
Bachelor's Degree, Bachelor of Liberal Arts
William & Mary 1985 — 1989
American School of Paris 1981 — 1985
The American University of Paris
International Business
Santander Bank, N.A. March 2015 - Present
East West Bank September 2013 - March 2015
Citibank September 2007 - August 2013
Bank of America March 2006 - August 2007
Bank of America March 2003 - March 2006
Fleet Bank July 2000 - March 2003
BankBoston March 2000 - July 2000
Skills
New Business Development, International Business, Business Relationship..., Banking, CRM, Start-ups, Financial Services, Credit, Finance, Commercial Banking, Cash Management, Business Strategy, Cross Selling, Business Process, Commercial Lending, Relationship Management, Small Business Lending, Cross-functional Team..., Trade Finance, Portfolio Management, Strategy, Business Development, Program Management, Entrepreneurship
Education
Harvard University
Bachelor's Degree, Bachelor of Liberal Arts
William & Mary 1985 — 1989
American School of Paris 1981 — 1985
The American University of Paris
International Business
Nathan Pusey's BankBoston Experience January 1993 - April 1999
Job Managing Director, Market Leader, Boston Corporate Banking at Commerce Bank & Trust Company
Industry Banking
Experience
Commerce Bank & Trust Company November 2013 - Present
Citigroup July 2007 - September 2013
RBS/ Citizens April 1999 - July 2007
BankBoston January 1993 - April 1999
Skills
Banking, Commercial Banking, Portfolio Management, Cash Management, Investment Banking, Finance, FX Options, Credit, Leadership, Loans, Management, Derivatives, Trade Finance, Syndications, Credit Analysis, Business Planning, Commercial Lending, Structured Finance, Credit Risk, Financial Services, FX, Visionary, Team..., Financial Analysis, Risk Management, Strategic Planning, Relationship Management, Mergers & Acquisitions, Small Business Lending, Financial Modeling, Due Diligence, Financial Risk, Underwriting
Education
Boston University, School of Management 1985 — 1987
Bachelor of Science, Business Administration
Ithaca College 1978 — 1981
School of Music
Commerce Bank & Trust Company November 2013 - Present
Citigroup July 2007 - September 2013
RBS/ Citizens April 1999 - July 2007
BankBoston January 1993 - April 1999
Skills
Banking, Commercial Banking, Portfolio Management, Cash Management, Investment Banking, Finance, FX Options, Credit, Leadership, Loans, Management, Derivatives, Trade Finance, Syndications, Credit Analysis, Business Planning, Commercial Lending, Structured Finance, Credit Risk, Financial Services, FX, Visionary, Team..., Financial Analysis, Risk Management, Strategic Planning, Relationship Management, Mergers & Acquisitions, Small Business Lending, Financial Modeling, Due Diligence, Financial Risk, Underwriting
Education
Boston University, School of Management 1985 — 1987
Bachelor of Science, Business Administration
Ithaca College 1978 — 1981
School of Music
Vicki Tomlinson Vicki Tomlinson's BankBoston Experience September 1992 - June 1997
Job Application Developer, Farmers Insurance Group
Industry Information Technology and Services
Experience
Farmers Insurance December 2003 - Present
BankBoston September 1992 - June 1997
BankBoston August 1992 - March 1997
Skills
SDLC, COBOL, SQL, Insurance, Microsoft SQL Server, Databases, Process Improvement, SAS, XML, Customer Service, Microsoft Office, SharePoint, VBScript, DB2, Software Documentation, Project Management, Access, Database Design, Visual Basic, PL/SQL, Microsoft Excel, Unix, Web Services, MS Project, Software Development, VB.NET, Data Warehousing, Quality Assurance, Requirements Gathering
Education
Ohio University 2012 — 2015
BTAS, Bachelors of Technical & Applied Sciences
Lorain County Community College 2002 — 2004
Associate, Software Development; Networking Technology
Farmers Insurance December 2003 - Present
BankBoston September 1992 - June 1997
BankBoston August 1992 - March 1997
Skills
SDLC, COBOL, SQL, Insurance, Microsoft SQL Server, Databases, Process Improvement, SAS, XML, Customer Service, Microsoft Office, SharePoint, VBScript, DB2, Software Documentation, Project Management, Access, Database Design, Visual Basic, PL/SQL, Microsoft Excel, Unix, Web Services, MS Project, Software Development, VB.NET, Data Warehousing, Quality Assurance, Requirements Gathering
Education
Ohio University 2012 — 2015
BTAS, Bachelors of Technical & Applied Sciences
Lorain County Community College 2002 — 2004
Associate, Software Development; Networking Technology
Anthony Hubbard's BankBoston Experience 1996 - November 2003
Job Director at YouthBuild Providence
Industry Nonprofit Organization Management
Experience
YouthBuild Providence December 2005 - Present
Merrill Lynch November 2003 - July 2005
BankBoston 1996 - November 2003
Skills
Financial Planning, Business Management, Marketing Strategy, Grant Management, Strategic Financial..., Non-profit..., Management, Grants, Community Outreach, Event Planning, Urban Education, Youth Development, Leadership Development, Non-profits, Public Speaking, Fundraising, Strategic Planning, Volunteer Management, Public Relations, Budgets, Program Development, Program Management, Organizational..., Team Building, Staff Development, Teaching, Policy, Community Development, Workshop Facilitation, Portfolio Management, Curriculum Development, Public Policy, Research, Nonprofits, Project Management, Leadership, Higher Education, Recruiting, Event Management, Policy Analysis, Editing, Community Organizing, Government, Workforce Development, Program Evaluation, Philanthropy, Social Entrepreneurship, Adult Education, Proposal Writing, Curriculum Design
Education
Johnson and Wales University
YouthBuild Providence December 2005 - Present
Merrill Lynch November 2003 - July 2005
BankBoston 1996 - November 2003
Skills
Financial Planning, Business Management, Marketing Strategy, Grant Management, Strategic Financial..., Non-profit..., Management, Grants, Community Outreach, Event Planning, Urban Education, Youth Development, Leadership Development, Non-profits, Public Speaking, Fundraising, Strategic Planning, Volunteer Management, Public Relations, Budgets, Program Development, Program Management, Organizational..., Team Building, Staff Development, Teaching, Policy, Community Development, Workshop Facilitation, Portfolio Management, Curriculum Development, Public Policy, Research, Nonprofits, Project Management, Leadership, Higher Education, Recruiting, Event Management, Policy Analysis, Editing, Community Organizing, Government, Workforce Development, Program Evaluation, Philanthropy, Social Entrepreneurship, Adult Education, Proposal Writing, Curriculum Design
Education
Johnson and Wales University
Kyle Bourque's BankBoston Experience 1998 - 2000
Job Vice President Commercial Lending at Spencer Savings Bank
Industry Banking
Experience
Spencer Savings Bank August 2010 - Present
Sovereign Bank February 1993 - October 2009
BankBoston 1998 - 2000
BayBank 1993 - 1995
GMAC 1987 - 1993
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Leadership, Lines Of Credit, Loans, Management, Accounting, Microsoft Excel, Portfolio Management, Sales, Small Business Lending, Underwriting, Team Building, New Business Development
Education
Nichols College 1993 — 1997
MBA, STRATEGY
Merrimack College
BS, Business Mgt
Saint John's High School
Spencer Savings Bank August 2010 - Present
Sovereign Bank February 1993 - October 2009
BankBoston 1998 - 2000
BayBank 1993 - 1995
GMAC 1987 - 1993
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Leadership, Lines Of Credit, Loans, Management, Accounting, Microsoft Excel, Portfolio Management, Sales, Small Business Lending, Underwriting, Team Building, New Business Development
Education
Nichols College 1993 — 1997
MBA, STRATEGY
Merrimack College
BS, Business Mgt
Saint John's High School
Christine Ducharme Christine Ducharme's BankBoston Experience 1994 - 2000
Job Business Analyst with ClearPoint Funding, Inc
Industry Financial Services
Experience
ClearPoint Funding, Inc 2008 - Present
Virgin Money 2008 - 2009
Lendia LLC 2001 - 2008
Sovereign Bank 2000 - 2001
BankBoston 1994 - 2000
The Mechanics Bank 1985 - 1994
Education
Nichols College
Associates, Business Administration
Hallmark Institue of Photography 1987 — 1988
Photography
ClearPoint Funding, Inc 2008 - Present
Virgin Money 2008 - 2009
Lendia LLC 2001 - 2008
Sovereign Bank 2000 - 2001
BankBoston 1994 - 2000
The Mechanics Bank 1985 - 1994
Education
Nichols College
Associates, Business Administration
Hallmark Institue of Photography 1987 — 1988
Photography
Barbara W. Crockett Barbara W. Crockett's BankBoston Experience January 1990 - January 1997
Job Principal, BWC International; Consultants in Executive Search. Boston and Naples. TEFL Certified ESL Instructor
Industry Staffing and Recruiting
Experience
BWC International January 1997 - Present
BankBoston January 1990 - January 1997
Paul Stafford Associates January 1983 - January 1990
Harman Asbill Roach & Nelllis 1981 - 1983
Skills
Executive Search, Talent Acquisition, Talent Management, HR Consulting, Recruiting
Education
Hollins University
BA, French Studies
Harvard University
Liberal Arts, Graduate Studies
Hollins University
Bachelor’s Degree, French Studies
BWC International January 1997 - Present
BankBoston January 1990 - January 1997
Paul Stafford Associates January 1983 - January 1990
Harman Asbill Roach & Nelllis 1981 - 1983
Skills
Executive Search, Talent Acquisition, Talent Management, HR Consulting, Recruiting
Education
Hollins University
BA, French Studies
Harvard University
Liberal Arts, Graduate Studies
Hollins University
Bachelor’s Degree, French Studies
Kerry Carey's BankBoston Experience June 1990 - June 2000
Job SVP, Systems & Data Admin at Santander Bank, N.A.
Industry Information Technology and Services
Experience
Santander Bank, N.A. April 2014 - Present
Santander April 2013 - April 2014
Sovereign Bank February 2011 - April 2013
Sovereign Bank January 2009 - January 2012
Sovereign Bank March 2003 - January 2009
Genuity June 2000 - February 2003
Fleet Bank June 1990 - June 2000
BankBoston June 1990 - June 2000
Bank of Boston June 1990 - June 2000
Skills
Demand Management, Process Improvement, Project Management, IT Operations Management, Vendor Management, Business Continuity, Business Strategy, Banking, Data Center, Financial Services, Business Development, Disaster Recovery, PMP, Management, Strategy, Operations Management, Security
Education
University of Massachusetts Boston 2006 — 2006
Emerging Leaders Program: 2006 Cohort
Northeastern University 1985 — 1990
BS, Industrial Engineering
Santander Bank, N.A. April 2014 - Present
Santander April 2013 - April 2014
Sovereign Bank February 2011 - April 2013
Sovereign Bank January 2009 - January 2012
Sovereign Bank March 2003 - January 2009
Genuity June 2000 - February 2003
Fleet Bank June 1990 - June 2000
BankBoston June 1990 - June 2000
Bank of Boston June 1990 - June 2000
Skills
Demand Management, Process Improvement, Project Management, IT Operations Management, Vendor Management, Business Continuity, Business Strategy, Banking, Data Center, Financial Services, Business Development, Disaster Recovery, PMP, Management, Strategy, Operations Management, Security
Education
University of Massachusetts Boston 2006 — 2006
Emerging Leaders Program: 2006 Cohort
Northeastern University 1985 — 1990
BS, Industrial Engineering
Sharon Schuler's BankBoston Experience January 1998 - October 1999
Job SVP of Finance, Americas Region at Clarks
Industry Apparel & Fashion
Experience
The Clarks Companies, N.A. May 2012 - Present
The Clarks Companies, N.A. September 2010 - May 2012
Clarks Americas December 2006 - September 2010
TJX April 2006 - December 2006
TJX September 2004 - March 2006
TJX July 2003 - August 2004
TJX May 2002 - June 2003
TJX November 1999 - April 2002
BankBoston January 1998 - October 1999
Old Kent Bank June 1992 - December 1997
Skills
Forecasting, Financial Reporting, Budgets, Finance, Internal Controls, Managerial Finance, Risk Management, Management, Analysis, Leadership, Retail, Business Strategy, Emotional Intelligence, Financial Analysis, Strategic Financial..., Business Analysis, Merchandising, Business Planning, Cross-functional Team..., Project Planning, Business Development, Marketing, Accounting, Inventory Management, Process Improvement, Pricing, Strategy, Auditing, Executive Management, Team Leadership, Financial Modeling, Business Process..., Portfolio Management, Corporate Finance, SAP, ERP, P&L Management, P&L, Banking, Financial Planning
Education
Michigan State University - The Eli Broad College of Business 1996 — 1997
MBA, Integrative Studies
Michigan State University 1988 — 1992
BA, Economics
The Clarks Companies, N.A. May 2012 - Present
The Clarks Companies, N.A. September 2010 - May 2012
Clarks Americas December 2006 - September 2010
TJX April 2006 - December 2006
TJX September 2004 - March 2006
TJX July 2003 - August 2004
TJX May 2002 - June 2003
TJX November 1999 - April 2002
BankBoston January 1998 - October 1999
Old Kent Bank June 1992 - December 1997
Skills
Forecasting, Financial Reporting, Budgets, Finance, Internal Controls, Managerial Finance, Risk Management, Management, Analysis, Leadership, Retail, Business Strategy, Emotional Intelligence, Financial Analysis, Strategic Financial..., Business Analysis, Merchandising, Business Planning, Cross-functional Team..., Project Planning, Business Development, Marketing, Accounting, Inventory Management, Process Improvement, Pricing, Strategy, Auditing, Executive Management, Team Leadership, Financial Modeling, Business Process..., Portfolio Management, Corporate Finance, SAP, ERP, P&L Management, P&L, Banking, Financial Planning
Education
Michigan State University - The Eli Broad College of Business 1996 — 1997
MBA, Integrative Studies
Michigan State University 1988 — 1992
BA, Economics
Mary Lou Lamontagne's BankBoston Experience June 1990 - August 2000
Job Marketing Consultant at DexMedia LLC
Industry Marketing and Advertising
Experience
DexMedia July 2013 - Present
NDE USA - Destiny Africa Children's Choir April 2011 - Present
NewportFed Savings Bank June 2009 - January 2012
AT&T January 2008 - April 2009
IDEARC Media, formerly Verizon Information Services June 2002 - January 2007
Citizens Bank June 2001 - June 2002
BankBoston June 1990 - August 2000
Skills
New Business Development, Relationship Cultivation, Leadership Development, Creative Concept..., Team Motivator, Business Networking, Non-profit Development, Philanthropy, Charitable Giving..., Integrity, Team Building, Account Management, Budgeting, Coaching, Mentoring, Event Planning, Fundraising, Hiring, Recruitment/Retention, Change Management, Organizational..., Public Relations, Management, Cold Calling, Business Development, Entrepreneurship, Budgets, Strategy, Leadership
Education
Johnson & Wales University
AS, Business Management
DexMedia July 2013 - Present
NDE USA - Destiny Africa Children's Choir April 2011 - Present
NewportFed Savings Bank June 2009 - January 2012
AT&T January 2008 - April 2009
IDEARC Media, formerly Verizon Information Services June 2002 - January 2007
Citizens Bank June 2001 - June 2002
BankBoston June 1990 - August 2000
Skills
New Business Development, Relationship Cultivation, Leadership Development, Creative Concept..., Team Motivator, Business Networking, Non-profit Development, Philanthropy, Charitable Giving..., Integrity, Team Building, Account Management, Budgeting, Coaching, Mentoring, Event Planning, Fundraising, Hiring, Recruitment/Retention, Change Management, Organizational..., Public Relations, Management, Cold Calling, Business Development, Entrepreneurship, Budgets, Strategy, Leadership
Education
Johnson & Wales University
AS, Business Management
Robert Stern's BankBoston Experience 1991 - 2001
Job Senior Procurement Contracts Manager
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts May 2012 - October 2014
Putnam Investments April 2000 - May 2012
BankBoston 1991 - 2001
Bank Boston 1991 - 2000
Skills
Financial Services, Asset Managment, Investments, Derivatives, Financial Analysis, Risk Management, Financial Risk, Due Diligence, Mergers, Sarbanes-Oxley Act, Financial Reporting, Finance, PeopleSoft, Business Analysis, Accounting, Internal Controls, Process Improvement, Mutual Funds, Pricing, Asset Management, Relationship Management, Vendor Management, Strategic Financial..., Vendor Partnerships, Vendor Contracts, Analysis, Management, Vendor Relationships, Financial Modeling, Vendor Management Skills, Strategy, Portfolio Management, Mergers & Acquisitions, Fixed Income, Equities, Financial Planning
Education
Northeastern University 1975 — 1980
BA, Business
Northeastern University
Bachelor's degree, Finance, General
Blue Cross Blue Shield of Massachusetts May 2012 - October 2014
Putnam Investments April 2000 - May 2012
BankBoston 1991 - 2001
Bank Boston 1991 - 2000
Skills
Financial Services, Asset Managment, Investments, Derivatives, Financial Analysis, Risk Management, Financial Risk, Due Diligence, Mergers, Sarbanes-Oxley Act, Financial Reporting, Finance, PeopleSoft, Business Analysis, Accounting, Internal Controls, Process Improvement, Mutual Funds, Pricing, Asset Management, Relationship Management, Vendor Management, Strategic Financial..., Vendor Partnerships, Vendor Contracts, Analysis, Management, Vendor Relationships, Financial Modeling, Vendor Management Skills, Strategy, Portfolio Management, Mergers & Acquisitions, Fixed Income, Equities, Financial Planning
Education
Northeastern University 1975 — 1980
BA, Business
Northeastern University
Bachelor's degree, Finance, General
Hans Chen's BankBoston Experience 1992 - 1996
Job SVP Wealth Planning Tools & Analytics at Bank of America
Industry Financial Services
Experience
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Kevin Zimmerman's BankBoston Experience January 1999 - April 2000
Job VP and Senior Manager, Employee Communications at HSBC
Industry Public Relations and Communications
Experience
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Jarrod Wallace's BankBoston Experience April 1996 - December 1999
Job Sr. Account Manager at SunGard
Industry Financial Services
Experience
SunGard February 2011 - Present
SunGard April 2007 - February 2011
Bank of America January 2003 - February 2005
FleetBoston Financial January 2000 - December 2002
BankBoston April 1996 - December 1999
Education
Northeastern University 1986 — 1991
SunGard February 2011 - Present
SunGard April 2007 - February 2011
Bank of America January 2003 - February 2005
FleetBoston Financial January 2000 - December 2002
BankBoston April 1996 - December 1999
Education
Northeastern University 1986 — 1991
Ryan Parmele's BankBoston Experience September 1995 - December 1999
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Lee-Anne King's BankBoston Experience 1995 - 2000
Job Financial/Business Analyst
Industry Financial Services
Experience
Currently looking for a new opportunity November 2011 - Present
Bank of America March 1995 - November 2011
BankBoston 1995 - 2000
Skills
Portfolio Management, Banking, Risk Management, Financial Modeling
Education
Northeastern University 1993 — 2003
Currently looking for a new opportunity November 2011 - Present
Bank of America March 1995 - November 2011
BankBoston 1995 - 2000
Skills
Portfolio Management, Banking, Risk Management, Financial Modeling
Education
Northeastern University 1993 — 2003
Carol Sawin Vaillancourt's BankBoston Experience 1993 - 1997
Job Experienced Manager
Industry Consumer Services
Experience
OceanService Technology September 2008 - October 2010
EFD January 2000 - February 2002
Boston EquiServe November 1997 - April 1999
BankBoston 1993 - 1997
Casco Northern Bank August 1988 - March 1993
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Customer Service, Forecasting, Invoicing, Management, Microsoft Excel, Performance Management, Process Improvement, QuickBooks, Training, Payroll, Sales, Spreadsheets
Education
Southern New Hampshire University 2014 — 2016
Graduate Certificate, Human Resources Management and Services
Houghton College 1984 — 1988
B.S, Business Administration
OceanService Technology September 2008 - October 2010
EFD January 2000 - February 2002
Boston EquiServe November 1997 - April 1999
BankBoston 1993 - 1997
Casco Northern Bank August 1988 - March 1993
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Customer Service, Forecasting, Invoicing, Management, Microsoft Excel, Performance Management, Process Improvement, QuickBooks, Training, Payroll, Sales, Spreadsheets
Education
Southern New Hampshire University 2014 — 2016
Graduate Certificate, Human Resources Management and Services
Houghton College 1984 — 1988
B.S, Business Administration
Bill Mulhall's BankBoston Experience 1995 - 1998
Job A
Industry Banking
Experience
SunTrust Bank March 2014 - Present
R88, Inc. August 2009 - October 2013
Harris Bank August 2009 - November 2012
SunTrust Bank March 2009 - August 2009
RBC Centura August 2006 - August 2008
Citizens Bank February 2003 - August 2006
Citizens Bank March 2000 - February 2003
Citizens Bank August 1998 - March 2000
BankBoston 1995 - 1998
Junior Achievement of ri 1992 - 1994
Education
Johnson & Wales University 1996 — 1998
MBA, International Business
Johnson and Wales University 1991 — 1994
B.S., Business Management
SunTrust Bank March 2014 - Present
R88, Inc. August 2009 - October 2013
Harris Bank August 2009 - November 2012
SunTrust Bank March 2009 - August 2009
RBC Centura August 2006 - August 2008
Citizens Bank February 2003 - August 2006
Citizens Bank March 2000 - February 2003
Citizens Bank August 1998 - March 2000
BankBoston 1995 - 1998
Junior Achievement of ri 1992 - 1994
Education
Johnson & Wales University 1996 — 1998
MBA, International Business
Johnson and Wales University 1991 — 1994
B.S., Business Management
Rogerio Souza's BankBoston Experience 1996 - 2007
Job CFO / International Strategic Planning at Itau Private Bank
Industry Banking
Experience
Itau Private Bank June 2007 - Present
BankBoston 1996 - 2007
Banco Itamarati 1996 - 1996
Skills
Banking, Risk Management, Corporate Finance, Portfolio Management, Capital Markets, Financial Markets, Finance, Financial Analysis, Investments, Investment Banking, Financial Risk
Education
Northwestern University - Kellogg School of Management 2015 — 2015
Ibmec 1996 — 1998
Itau Private Bank June 2007 - Present
BankBoston 1996 - 2007
Banco Itamarati 1996 - 1996
Skills
Banking, Risk Management, Corporate Finance, Portfolio Management, Capital Markets, Financial Markets, Finance, Financial Analysis, Investments, Investment Banking, Financial Risk
Education
Northwestern University - Kellogg School of Management 2015 — 2015
Ibmec 1996 — 1998
Jerry O'Hearn's BankBoston Experience April 1998 - June 1999
Job Unemployed
Industry Information Technology and Services
Experience
Hewlett-Packard Senior Software EngineerUnemployedMarch 2015 - Present
Hewlett-Packard October 2013 - Present
Hewlett-Packard July 1999 - October 2013
BankBoston April 1998 - June 1999
Mellon Financial January 1998 - April 1998
Skills
COBOL, VSAM, JCL, Easytrieve, Mainframe, DB2, SDLC, TSO, MVS, IBM Mainframe, IMS DB/DC, Systems Analysis, Requirements Analysis, Fileaid, FTP, Endeavor, SQL, ISPF, z/OS, Databases, Telon, Programming, Endevor, SPUFI, IBM Utilities, DB2/SQL, PL/1, Syncsort, QMF, OS/390, Control-M, Application Development, CA7, Full Life Cycle..., Software Development
Education
Northeastern University 1983 — 1994
bs, managementt, Graduate
Hewlett-Packard Senior Software EngineerUnemployedMarch 2015 - Present
Hewlett-Packard October 2013 - Present
Hewlett-Packard July 1999 - October 2013
BankBoston April 1998 - June 1999
Mellon Financial January 1998 - April 1998
Skills
COBOL, VSAM, JCL, Easytrieve, Mainframe, DB2, SDLC, TSO, MVS, IBM Mainframe, IMS DB/DC, Systems Analysis, Requirements Analysis, Fileaid, FTP, Endeavor, SQL, ISPF, z/OS, Databases, Telon, Programming, Endevor, SPUFI, IBM Utilities, DB2/SQL, PL/1, Syncsort, QMF, OS/390, Control-M, Application Development, CA7, Full Life Cycle..., Software Development
Education
Northeastern University 1983 — 1994
bs, managementt, Graduate
LLOYD KAYE's BankBoston Experience 1993 - 1999
Job Small business consulting
Industry Banking
Experience
Small Business Consultant October 2014 - Present
-Citizens Bank North America August 2002 - July 2013
Genuity (GE Internetworking) 2000 - 2002
BankBoston 1993 - 1999
United States Small Business Admin. 1987 - 1990
Oritani Savings Bank 1980 - 1987
Skills
Credit, Risk Management, Portfolio Management, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Banking, Credit Risk, Consumer Lending, Corporate Finance, Mortgage Lending, Business Planning, Small Business Lending, Financial Services, Cash Management, Financial Analysis, New Business Development, Strategy, Loan Origination, Underwriting, Commercial Mortgages, Project Finance, Negotiation, Analysis, Investments, Retail Banking, Cash Flow Lending, Structured Finance, Treasury Management, Cross Selling, Relationship Management, Real Estate, Due Diligence, Finance, Financial Modeling, Real Estate Economics, Financial Structuring, Management, Mergers & Acquisitions, Capital Markets, Residential Mortgages, Valuation, Mortgage Banking, Asset Management, Asset Based Lending, Insurance
Education
Harvard University 1995 — 1999
Certificate of Special Studies, Administration and Managmeent, 3.27 GPA
Rowan University 1975 — 1979
International Law and Relations
Small Business Consultant October 2014 - Present
-Citizens Bank North America August 2002 - July 2013
Genuity (GE Internetworking) 2000 - 2002
BankBoston 1993 - 1999
United States Small Business Admin. 1987 - 1990
Oritani Savings Bank 1980 - 1987
Skills
Credit, Risk Management, Portfolio Management, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Banking, Credit Risk, Consumer Lending, Corporate Finance, Mortgage Lending, Business Planning, Small Business Lending, Financial Services, Cash Management, Financial Analysis, New Business Development, Strategy, Loan Origination, Underwriting, Commercial Mortgages, Project Finance, Negotiation, Analysis, Investments, Retail Banking, Cash Flow Lending, Structured Finance, Treasury Management, Cross Selling, Relationship Management, Real Estate, Due Diligence, Finance, Financial Modeling, Real Estate Economics, Financial Structuring, Management, Mergers & Acquisitions, Capital Markets, Residential Mortgages, Valuation, Mortgage Banking, Asset Management, Asset Based Lending, Insurance
Education
Harvard University 1995 — 1999
Certificate of Special Studies, Administration and Managmeent, 3.27 GPA
Rowan University 1975 — 1979
International Law and Relations
Karen Howes Duclos's BankBoston Experience 1981 - 2001
Job Consultant at IntePros Consulting
Industry Financial Services
Experience
IntePros Consulting Group ControllerMetLifeAugust 2002 - September 2006
Bank of America (Fleet/BankBoston) June 1981 - April 2001
bank of america 1981 - 2001
BankBoston 1981 - 2001
Education
Simmons College - Simmons School of Management 1999 — 2001
MBA
Northeastern University 1987 — 1991
IntePros Consulting Group ControllerMetLifeAugust 2002 - September 2006
Bank of America (Fleet/BankBoston) June 1981 - April 2001
bank of america 1981 - 2001
BankBoston 1981 - 2001
Education
Simmons College - Simmons School of Management 1999 — 2001
MBA
Northeastern University 1987 — 1991
Lisa Kasparian's BankBoston Experience 1990 - 1999
Job Active Directory Engineer & IT Specialist
Industry Information Technology and Services
Experience
Bank of America 2004 - August 2015
FleetBoston Financial 1999 - 2004
BankBoston 1990 - 1999
Skills
Vendor Management, Disaster Recovery, IT Strategy, SDLC, IT Management, Integration, Program Management, Infrastructure, ITIL, Data Center, Business Analysis, Enterprise Architecture, Process Improvement, Active Directory, Management, Risk Management, Visio, Security, IT Operations, Banking, Governance, Project Management, SharePoint, Information Security..., System Administration, Divestitures, Project Portfolio..., Active Directory..., Business Intelligence
Education
Mount Holyoke College
Bachelor’s Degree, Mathematics
Bank of America 2004 - August 2015
FleetBoston Financial 1999 - 2004
BankBoston 1990 - 1999
Skills
Vendor Management, Disaster Recovery, IT Strategy, SDLC, IT Management, Integration, Program Management, Infrastructure, ITIL, Data Center, Business Analysis, Enterprise Architecture, Process Improvement, Active Directory, Management, Risk Management, Visio, Security, IT Operations, Banking, Governance, Project Management, SharePoint, Information Security..., System Administration, Divestitures, Project Portfolio..., Active Directory..., Business Intelligence
Education
Mount Holyoke College
Bachelor’s Degree, Mathematics
Val Harlow-Boudreau's BankBoston Experience 1986 - 2000
Job VP, Senior Manager Leadership Development/Talent Management at TD
Industry Human Resources
Experience
TD May 2014 - Present
TD Bank October 2011 - Present
TD Bank Group March 2000 - October 2011
BankBoston 1986 - 2000
Bank of Boston 1986 - 2000
Skills
Banking, Retail Banking, Commercial Lending, Talent Management, Business Development, Organizational..., Leadership Development, Human Resources, Change Management, Business Strategy, Leadership, Training, Mergers & Acquisitions, Onboarding, Management, Risk Management, Program Management, Relationship Management, Performance Management
Education
Lesley University
MS, Training & Development
Westfield State University
BA, Political Science
TD May 2014 - Present
TD Bank October 2011 - Present
TD Bank Group March 2000 - October 2011
BankBoston 1986 - 2000
Bank of Boston 1986 - 2000
Skills
Banking, Retail Banking, Commercial Lending, Talent Management, Business Development, Organizational..., Leadership Development, Human Resources, Change Management, Business Strategy, Leadership, Training, Mergers & Acquisitions, Onboarding, Management, Risk Management, Program Management, Relationship Management, Performance Management
Education
Lesley University
MS, Training & Development
Westfield State University
BA, Political Science
Doriane Largent Daniels's BankBoston Experience March 1994 - September 2001
Job Realtor, MAhome Team, Realty Executive Boston West
Industry Real Estate
Experience
Realty Executives Boston West September 2010 - Present
Holliston Public Schools - Placentino September 2009 - June 2010
Houghton Mifflin September 2001 - May 2004
BankBoston March 1994 - September 2001
BankBoston 1994 - 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Short Sales, Market Analysis, Project Management, Investments, Single Family Homes, Due Diligence, Financial Analysis, Strategic Planning, Condos, Investment Properties, Buyer Representation, Relocation, First Time Home Buyers, Real Estate Transactions, Sellers, Residential Homes
Education
Simmons College 1989 — 2003
Bachelor of Arts (B.A.), Economics
International School of Brussels 1986 — 1989
IB, International Baccalaureate
Realty Executives Boston West September 2010 - Present
Holliston Public Schools - Placentino September 2009 - June 2010
Houghton Mifflin September 2001 - May 2004
BankBoston March 1994 - September 2001
BankBoston 1994 - 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Short Sales, Market Analysis, Project Management, Investments, Single Family Homes, Due Diligence, Financial Analysis, Strategic Planning, Condos, Investment Properties, Buyer Representation, Relocation, First Time Home Buyers, Real Estate Transactions, Sellers, Residential Homes
Education
Simmons College 1989 — 2003
Bachelor of Arts (B.A.), Economics
International School of Brussels 1986 — 1989
IB, International Baccalaureate
Sameer Soni's BankBoston Experience 1998 - 1999
Job Consultant Architect & Strategist
Industry Computer Software
Experience
Fidelity Investments 2009 - 2010
PLATO Learning 2003 - 2009
Fleet Bank 2002 - 2004
Acushnet Company 2001 - 2002
AT&T 2000 - 2001
MediaOne 1999 - 2000
BankBoston 1998 - 1999
Education
Institute of Technology, BHU
Bachelor of Technology (B.Tech), Computer Science
Texas A&M University
Master of Science (M.S.), Computer Science
Fidelity Investments 2009 - 2010
PLATO Learning 2003 - 2009
Fleet Bank 2002 - 2004
Acushnet Company 2001 - 2002
AT&T 2000 - 2001
MediaOne 1999 - 2000
BankBoston 1998 - 1999
Education
Institute of Technology, BHU
Bachelor of Technology (B.Tech), Computer Science
Texas A&M University
Master of Science (M.S.), Computer Science
Gerry Demone's BankBoston Experience July 1969 - September 1999
Job Human Resources Consultant specializing in Employee Relations and Problem Solving/Conflict Resolution
Industry Human Resources
Experience
In Transition November 2014 - Present
Simmons College March 2009 - November 2014
Bank of America October 2004 - December 2007
FleetBoston Financial October 1999 - September 2004
BankBoston July 1969 - September 1999
Skills
Employee Relations, Leadership, Human Resources, HR Consulting, Management, Leadership Development, Program Management, Project Management, Team Building, Talent Management, Strategic Planning, Policy, Mergers & Acquisitions, Labor Relations, Strategy, Performance Management, Recruiting
Education
Northeastern University 1977 — 1983
Bachelor of Science (BS), Accounting and Business/Management
In Transition November 2014 - Present
Simmons College March 2009 - November 2014
Bank of America October 2004 - December 2007
FleetBoston Financial October 1999 - September 2004
BankBoston July 1969 - September 1999
Skills
Employee Relations, Leadership, Human Resources, HR Consulting, Management, Leadership Development, Program Management, Project Management, Team Building, Talent Management, Strategic Planning, Policy, Mergers & Acquisitions, Labor Relations, Strategy, Performance Management, Recruiting
Education
Northeastern University 1977 — 1983
Bachelor of Science (BS), Accounting and Business/Management
Linda March's BankBoston Experience 1984 - 1997
Job Project Leader at The Forum Corporation
Industry Human Resources
Experience
The Forum Corporation January 2012 - Present
ARAMARK June 2006 - January 2012
FleetBank (formerly BankBoston) 1994 - 2000
BankBoston 1984 - 1997
Education
Northeastern University
BS, Management
The Forum Corporation January 2012 - Present
ARAMARK June 2006 - January 2012
FleetBank (formerly BankBoston) 1994 - 2000
BankBoston 1984 - 1997
Education
Northeastern University
BS, Management
Gaynelle Felder's BankBoston Experience October 1987 - July 1996
Job Mortgage Underwriter at Bank of America
Industry Insurance
Experience
Bank of America March 2013 - Present
Lincoln Heritage Life Insurance Company January 2010 - Present
New York Life, Stratford, CT June 2007 - August 2012
Opteum Financial Services May 2004 - April 2007
A Home Connection Real Estate June 2004 - June 2006
Fairbank Mortgage Corporation December 1997 - February 2000
Cityscape August 1996 - November 1997
BankBoston October 1987 - July 1996
Skills
FHA, Public Speaking, First Time Home Buyers, Mortgage Lending, Customer Service, Insurance, Refinance, Sales, Mortgage Banking, Residential Mortgages, Life Insurance, Loans, Investment Properties, Marketing Strategy, Team Building, Financial Analysis
Education
Johnson and Wales University 1992 — 1994
Advertising & Public Relations
Girls High School 1979 — 1984
High School Diploma
Bank of America March 2013 - Present
Lincoln Heritage Life Insurance Company January 2010 - Present
New York Life, Stratford, CT June 2007 - August 2012
Opteum Financial Services May 2004 - April 2007
A Home Connection Real Estate June 2004 - June 2006
Fairbank Mortgage Corporation December 1997 - February 2000
Cityscape August 1996 - November 1997
BankBoston October 1987 - July 1996
Skills
FHA, Public Speaking, First Time Home Buyers, Mortgage Lending, Customer Service, Insurance, Refinance, Sales, Mortgage Banking, Residential Mortgages, Life Insurance, Loans, Investment Properties, Marketing Strategy, Team Building, Financial Analysis
Education
Johnson and Wales University 1992 — 1994
Advertising & Public Relations
Girls High School 1979 — 1984
High School Diploma
Jill Hatfield's BankBoston Experience October 1990 - April 2000
Job Strategic Marketing Executive at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Cherie Blair Foundation for Women May 2014 - May 2015
Bank of America May 2003 - February 2012
Fleet Bank April 2000 - May 2003
BankBoston October 1990 - April 2000
Skills
Marketing Communications, Marketing, Risk Management, Digital Marketing, Product Marketing, CRM, Strategy, Marketing Management, Project Management, Program Management, Retail Marketing, Merchandising, Multi-channel Marketing, Relationship Management, Financial Services, Segmentation, Banking, Agency Relationship..., Retail, Market Planning, Sales, Enterprise Software, Analysis, Management, Brand Management, Leadership, Strategic Planning, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Lesley University 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Bank of America February 2012 - Present
Cherie Blair Foundation for Women May 2014 - May 2015
Bank of America May 2003 - February 2012
Fleet Bank April 2000 - May 2003
BankBoston October 1990 - April 2000
Skills
Marketing Communications, Marketing, Risk Management, Digital Marketing, Product Marketing, CRM, Strategy, Marketing Management, Project Management, Program Management, Retail Marketing, Merchandising, Multi-channel Marketing, Relationship Management, Financial Services, Segmentation, Banking, Agency Relationship..., Retail, Market Planning, Sales, Enterprise Software, Analysis, Management, Brand Management, Leadership, Strategic Planning, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Lesley University 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
James McCorkle's BankBoston Experience 1998 - 1999
Job President & CEO at Woburn Municipal Federal Credit Union
Industry Banking
Experience
TD Garden September 1993 - Present
Touchstone Federal Credit Union September 2003 - January 2015
Citizens Bank March 2002 - September 2003
Everett Credit Union September 1999 - March 2002
US Trust 1999 - 1999
BankBoston 1998 - 1999
BayBank 1996 - 1998
BayBank 1994 - 1996
BayBank 1990 - 1994
Skills
Banking, Management, Accounting, Team Leadership, Portfolio Management, Sales, Budgets, Marketing, Finance, Loans, Leadership, Customer Service, Security, Policy, Time Management, Credit, Risk Management
Education
Nichols College 1987 — 1991
Bachelors, Accounting
Xaverian Brothers High School 1984 — 1987
TD Garden September 1993 - Present
Touchstone Federal Credit Union September 2003 - January 2015
Citizens Bank March 2002 - September 2003
Everett Credit Union September 1999 - March 2002
US Trust 1999 - 1999
BankBoston 1998 - 1999
BayBank 1996 - 1998
BayBank 1994 - 1996
BayBank 1990 - 1994
Skills
Banking, Management, Accounting, Team Leadership, Portfolio Management, Sales, Budgets, Marketing, Finance, Loans, Leadership, Customer Service, Security, Policy, Time Management, Credit, Risk Management
Education
Nichols College 1987 — 1991
Bachelors, Accounting
Xaverian Brothers High School 1984 — 1987
Angelica DaSilva's BankBoston Experience May 1995 - March 2000
Job Sr. Applications Developer at Massachusetts Teachers Association
Industry Information Technology and Services
Experience
Chikkē by Angelica Timas December 2011 - Present
Massachusetts Teachers Association March 2000 - Present
BankBoston May 1995 - March 2000
RTE November 1997 - April 1998
Cambridge Health Alliance October 1996 - October 1997
Cambridge Health Alliance March 1995 - October 1996
Cambridge Health Alliance August 1994 - April 1995
Newbury College May 1992 - June 1994
Skills
Web Development, Adobe Creative Suite, Databases, HTML, Dreamweaver, Software Documentation, Servers, CSS, Access, SDLC, System Administration, Stored Procedures, T-SQL, Microsoft SQL Server, Visual Basic, Visual Studio, Project Management, Data Analysis, Database Administration, Web Applications, Database Design, Windows, IIS, SQL, Visio, Software Development, VBA, Programming, Software Project..., SharePoint Designer, SharePoint, HTML 5, InfoPath Forms
Education
Northeastern University 2008 — 2009
MS, Informatics
Suffolk University - Sawyer School of Management 2001 — 2007
BSBA/MBA, Information Systems and Operations Management
Newbury College 1992 — 1994
A.S, Computer Science
Chikkē by Angelica Timas December 2011 - Present
Massachusetts Teachers Association March 2000 - Present
BankBoston May 1995 - March 2000
RTE November 1997 - April 1998
Cambridge Health Alliance October 1996 - October 1997
Cambridge Health Alliance March 1995 - October 1996
Cambridge Health Alliance August 1994 - April 1995
Newbury College May 1992 - June 1994
Skills
Web Development, Adobe Creative Suite, Databases, HTML, Dreamweaver, Software Documentation, Servers, CSS, Access, SDLC, System Administration, Stored Procedures, T-SQL, Microsoft SQL Server, Visual Basic, Visual Studio, Project Management, Data Analysis, Database Administration, Web Applications, Database Design, Windows, IIS, SQL, Visio, Software Development, VBA, Programming, Software Project..., SharePoint Designer, SharePoint, HTML 5, InfoPath Forms
Education
Northeastern University 2008 — 2009
MS, Informatics
Suffolk University - Sawyer School of Management 2001 — 2007
BSBA/MBA, Information Systems and Operations Management
Newbury College 1992 — 1994
A.S, Computer Science
Debra L. Keaveny's BankBoston Experience December 1993 - June 2000
Job SBB Underwriting Analyst
Industry Banking
Experience
Banco Santander August 2011 - Present
Banco Santander September 2010 - August 2011
Banco Santander (Sovereign Bank) May 2009 - November 2010
Sovereign Bank June 2000 - May 2009
BankBoston December 1993 - June 2000
Multibank 1985 - 1993
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis, Credit Risk, Risk Management, Retail Banking, Financial Analysis, Commercial Lending, Cash Management, Portfolio Management, Budgets, Small Business Lending, Financial Risk, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
Northeastern University 1997 — 1999
MIS
Quincy College 1978 — 1980
Associates, Early Childhood Education
Banco Santander August 2011 - Present
Banco Santander September 2010 - August 2011
Banco Santander (Sovereign Bank) May 2009 - November 2010
Sovereign Bank June 2000 - May 2009
BankBoston December 1993 - June 2000
Multibank 1985 - 1993
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis, Credit Risk, Risk Management, Retail Banking, Financial Analysis, Commercial Lending, Cash Management, Portfolio Management, Budgets, Small Business Lending, Financial Risk, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
Northeastern University 1997 — 1999
MIS
Quincy College 1978 — 1980
Associates, Early Childhood Education
Connie Huff's BankBoston Experience December 1984 - December 1999
Job Loan Servicing Coordinator at Massachusetts Housing Partnership
Industry Banking
Experience
Massachusetts Housing Partnership September 2001 - Present
Salem Five Bank December 1999 - August 2001
BankBoston December 1984 - December 1999
Education
North Shore Community College 1971 — 1973
Associate, Secretarial Science
Massachusetts Housing Partnership September 2001 - Present
Salem Five Bank December 1999 - August 2001
BankBoston December 1984 - December 1999
Education
North Shore Community College 1971 — 1973
Associate, Secretarial Science
Beth Ann Meehan's BankBoston Experience 1997 - 2000
Job Mortgage Loan Officer
Industry Banking
Experience
Cape Cod Five May 2012 - Present
Bank of America March 1996 - September 2011
BankBoston 1997 - 2000
The Nantucket Beacon January 1995 - March 1996
Skills
Funding, Banking, Customer Service, Consumer Lending, Loan Origination, Credit, VA loans, Retail Banking, Loans, Credit Analysis, Credit Risk, Short Sales, Investment Properties, Strategic Planning, Mortgage Banking, Residential Homes, Risk Management, Mortgage Lending, Investments, Residential Mortgages, Refinance, Construction Loans, Vacation Homes
Education
New York University 1990 — 1993
MA, Journalism
BA SUNY Oswego 1984 — 1988
BA, Communications
Cape Cod Five May 2012 - Present
Bank of America March 1996 - September 2011
BankBoston 1997 - 2000
The Nantucket Beacon January 1995 - March 1996
Skills
Funding, Banking, Customer Service, Consumer Lending, Loan Origination, Credit, VA loans, Retail Banking, Loans, Credit Analysis, Credit Risk, Short Sales, Investment Properties, Strategic Planning, Mortgage Banking, Residential Homes, Risk Management, Mortgage Lending, Investments, Residential Mortgages, Refinance, Construction Loans, Vacation Homes
Education
New York University 1990 — 1993
MA, Journalism
BA SUNY Oswego 1984 — 1988
BA, Communications
Lisa Pereira's BankBoston Experience March 1993 - July 1997
Job Executive Compensation Consultant at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance January 2010 - June 2013
Liberty Mutual Insurance September 2001 - June 2009
Liberty Mutual Insurance July 2000 - September 2001
Liberty Mutual Insurance December 1998 - July 2000
Arkwright Mutual Insurance July 1997 - December 1998
BankBoston March 1993 - July 1997
Skills
Executive Compensation, Incentive Programs
Education
Lesley University 1998 — 2000
M. S, Management
Worcester State College 1989 — 1993
B. S, Business Administration
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance January 2010 - June 2013
Liberty Mutual Insurance September 2001 - June 2009
Liberty Mutual Insurance July 2000 - September 2001
Liberty Mutual Insurance December 1998 - July 2000
Arkwright Mutual Insurance July 1997 - December 1998
BankBoston March 1993 - July 1997
Skills
Executive Compensation, Incentive Programs
Education
Lesley University 1998 — 2000
M. S, Management
Worcester State College 1989 — 1993
B. S, Business Administration
Karen Zupkofska McKee's BankBoston Experience 1993 - 1995
Job Unit Coordinator at South Shore Hospital
Industry Hospital & Health Care
Experience
South Shore Hospital Telecom AnalystState Street BankOctober 1998 - June 2003
Bank of Boston September 1995 - October 1998
BankBoston 1993 - 1995
Comcast August 1992 - 1995
Northfield Mount Hermon School August 1991 - August 1992
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Arts, English, communications
Quincy High School 1984 — 1987
South Shore Hospital Telecom AnalystState Street BankOctober 1998 - June 2003
Bank of Boston September 1995 - October 1998
BankBoston 1993 - 1995
Comcast August 1992 - 1995
Northfield Mount Hermon School August 1991 - August 1992
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Arts, English, communications
Quincy High School 1984 — 1987
Kathleen Lenahan's BankBoston Experience 1997 - 2001
Job High Net Worth Personal Insurance
Industry Insurance
Experience
Baldwin Krystyn Sherman Partners December 2014 - May 2015
Willis Private Client - Family Office April 2014 - October 2014
Marsh Private Client Services January 2012 - March 2014
Marsh Private Client Services August 2006 - February 2012
Marsh Private Client Services February 2000 - August 2006
BankBoston 1997 - 2001
Skills
Insurance, Account Management, Workers Compensation, General Insurance, Professional Liability, Brokers, Casualty, Employment Practices..., Claim, Commercial Insurance, Underwriting, D&O, Umbrella Insurance, Management
Education
Ithaca College 1980 — 1984
BS/BA, Economics and Management
Hingham High School 1976 — 1980
College Prep
Baldwin Krystyn Sherman Partners December 2014 - May 2015
Willis Private Client - Family Office April 2014 - October 2014
Marsh Private Client Services January 2012 - March 2014
Marsh Private Client Services August 2006 - February 2012
Marsh Private Client Services February 2000 - August 2006
BankBoston 1997 - 2001
Skills
Insurance, Account Management, Workers Compensation, General Insurance, Professional Liability, Brokers, Casualty, Employment Practices..., Claim, Commercial Insurance, Underwriting, D&O, Umbrella Insurance, Management
Education
Ithaca College 1980 — 1984
BS/BA, Economics and Management
Hingham High School 1976 — 1980
College Prep
Christine Lucier's BankBoston Experience January 1989 - January 1998
Job Vice President, Retail Banking Officer, Market Manager at Millbury Savings Bank
Industry Banking
Experience
Millbury Savings Bank June 2014 - Present
Bay State Savings Bank February 2001 - June 2014
Millbury Savings Bank February 1997 - February 2002
BankBoston January 1989 - January 1998
Mechanics Bank 1993 - 1995
Skills
Mortgage Lending, Loans, Budgets, Real Estate, Business Development, Banking, Mortgage Servicing, Risk Management, Portfolio Management, Strategic Planning, Training, Management, Executive Management, Commercial Banking, Lines Of Credit, Consumer Lending, Commercial Lending, Retail Banking, Sales, Small Business Lending, Credit, Branch Management, Commercial Mortgages, Cross Selling, Refinance, Small Business, Credit Risk, Financial Analysis, Loan Origination, Branch Banking, FHA, Cash Management, Relationship Management, Mortgage Banking, Residential Mortgages, Credit Analysis, Finance, FHA financing, Underwriting, Loss Mitigation, Real Estate Financing
Education
Nichols College 2005 — 2008
Business
Millbury Savings Bank June 2014 - Present
Bay State Savings Bank February 2001 - June 2014
Millbury Savings Bank February 1997 - February 2002
BankBoston January 1989 - January 1998
Mechanics Bank 1993 - 1995
Skills
Mortgage Lending, Loans, Budgets, Real Estate, Business Development, Banking, Mortgage Servicing, Risk Management, Portfolio Management, Strategic Planning, Training, Management, Executive Management, Commercial Banking, Lines Of Credit, Consumer Lending, Commercial Lending, Retail Banking, Sales, Small Business Lending, Credit, Branch Management, Commercial Mortgages, Cross Selling, Refinance, Small Business, Credit Risk, Financial Analysis, Loan Origination, Branch Banking, FHA, Cash Management, Relationship Management, Mortgage Banking, Residential Mortgages, Credit Analysis, Finance, FHA financing, Underwriting, Loss Mitigation, Real Estate Financing
Education
Nichols College 2005 — 2008
Business
Dan Evans's BankBoston Experience 1998 - 2000
Job USAfolios LLC Founder/CEO
Industry Financial Services
Experience
USAfolios LLC April 2012 - Present
Biltmore Family Office, LLC September 2013 - November 2014
Griffin Asset Management April 2012 - September 2013
U.S. Trust January 2004 - April 2012
BankBoston 1998 - 2000
Fidelity Investments 1993 - 1998
US Navy 1983 - 1989
Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, ETFs, Financial Advisory, Management, Strategy, Risk Management, Equities, Alternative Investments, Asset Managment, Business Strategy, Analysis, Fixed Income, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Strategic Planning, Capital Markets, Due Diligence, Financial Modeling, Leadership, Managerial Finance, Strategic Financial..., New Business Development
Education
London Business School 1989 — 1991
MBA, Finance
United States Naval Academy 1979 — 1983
BS, Resources Management
Danbury High School 1976 — 1979
USAfolios LLC April 2012 - Present
Biltmore Family Office, LLC September 2013 - November 2014
Griffin Asset Management April 2012 - September 2013
U.S. Trust January 2004 - April 2012
BankBoston 1998 - 2000
Fidelity Investments 1993 - 1998
US Navy 1983 - 1989
Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, ETFs, Financial Advisory, Management, Strategy, Risk Management, Equities, Alternative Investments, Asset Managment, Business Strategy, Analysis, Fixed Income, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Strategic Planning, Capital Markets, Due Diligence, Financial Modeling, Leadership, Managerial Finance, Strategic Financial..., New Business Development
Education
London Business School 1989 — 1991
MBA, Finance
United States Naval Academy 1979 — 1983
BS, Resources Management
Danbury High School 1976 — 1979
Laurie Balme's BankBoston Experience March 1999 - November 1999
Job at Citizens Bank
Industry Banking
Experience
Citizens Bank November 2013 - April 2014
Citizens Bank October 2009 - May 2013
Citizens Bank January 2005 - October 2009
Fleet Bank January 2003 - November 2004
Fleet Bank November 1999 - January 2003
BankBoston March 1999 - November 1999
BankBoston January 1993 - July 1999
Skills
Vendor Management, Loans, Budgets, Banking, Program Management, Change Management, Requirements Analysis, Leadership, Management, Operational Risk..., Financial Risk, Finance, Portfolio Management, Risk Management, Credit Risk
Education
Johnson & Wales University 1997 — 2000
MBA, Management
Roger Williams University 1987 — 1992
Bachelor of Science, Accounting
Citizens Bank November 2013 - April 2014
Citizens Bank October 2009 - May 2013
Citizens Bank January 2005 - October 2009
Fleet Bank January 2003 - November 2004
Fleet Bank November 1999 - January 2003
BankBoston March 1999 - November 1999
BankBoston January 1993 - July 1999
Skills
Vendor Management, Loans, Budgets, Banking, Program Management, Change Management, Requirements Analysis, Leadership, Management, Operational Risk..., Financial Risk, Finance, Portfolio Management, Risk Management, Credit Risk
Education
Johnson & Wales University 1997 — 2000
MBA, Management
Roger Williams University 1987 — 1992
Bachelor of Science, Accounting
Judith Weiss's BankBoston Experience May 1994 - June 2000
Job Reconciliation Specialist at Admirals Bank
Industry Banking
Experience
Admirals Bank March 2013 - Present
Bank of America June 2010 - September 2010
BANK OF AMERICA May 2005 - June 2009
Fleet Bank June 2000 - May 2005
BankBoston May 1994 - June 2000
Bank of Boston January 1993 - May 1994
Bank of Boston December 1988 - December 1992
Skills
Credit, Basel II, Financial Analysis, Private Banking, Finance, Banking, Customer Service, Training, Analytics, Software Documentation, Retail Banking, Wealth Management, Process Improvement, Teamwork, Management, PowerPoint, Access, Loans, Variance Analysis, Budgets, Commercial Banking, Time Management, Accounting, G/L Reconciliations, Account Reconciliation, Risk Management
Education
Millennium Training Institute 2012 — 2012
Certificate, Business Administration and Bookkeeping
Western New England College
Bachelor of Science, Business Administration; Management
Admirals Bank March 2013 - Present
Bank of America June 2010 - September 2010
BANK OF AMERICA May 2005 - June 2009
Fleet Bank June 2000 - May 2005
BankBoston May 1994 - June 2000
Bank of Boston January 1993 - May 1994
Bank of Boston December 1988 - December 1992
Skills
Credit, Basel II, Financial Analysis, Private Banking, Finance, Banking, Customer Service, Training, Analytics, Software Documentation, Retail Banking, Wealth Management, Process Improvement, Teamwork, Management, PowerPoint, Access, Loans, Variance Analysis, Budgets, Commercial Banking, Time Management, Accounting, G/L Reconciliations, Account Reconciliation, Risk Management
Education
Millennium Training Institute 2012 — 2012
Certificate, Business Administration and Bookkeeping
Western New England College
Bachelor of Science, Business Administration; Management
Michelle Beigh's BankBoston Experience 1997 - 2001
Job Business Analyst
Industry Banking
Experience
Bank of America 2011 - 2012
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Fleet Bank 2001 - 2004
BankBoston 1997 - 2001
BayBank 1996 - 1997
Skills
Financial Risk, Banking, SDLC, Business Analysis, Enterprise Architecture, Credit, ITIL, IT Strategy, Business Requirements, Project Portfolio..., Requirements Analysis, Data Center, IT Management, Relationship Management, Quality Assurance, Software Documentation, Risk Management, SharePoint, Process Improvement, Credit Cards, Vendor Management, User Acceptance Testing, Cross-functional Team..., Visio, Requirements Gathering, Financial Services, Project Management, Leadership, Disaster Recovery, IT Service Management, Integration, Software Project..., Analysis, Financial Analysis, Business Process, Change Management, Operational Risk..., Team Building, Business Continuity, Management, Portfolio Management, Program Management, Asset Management, PMO, Six Sigma, Call Centers, Business Process..., Microsoft Excel, Governance, IT Operations
Education
Massachusetts Bay Community College 1999 — 2003
Computer Information Systems, 3.82 GPA
Waltham High School
Bank of America 2011 - 2012
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Fleet Bank 2001 - 2004
BankBoston 1997 - 2001
BayBank 1996 - 1997
Skills
Financial Risk, Banking, SDLC, Business Analysis, Enterprise Architecture, Credit, ITIL, IT Strategy, Business Requirements, Project Portfolio..., Requirements Analysis, Data Center, IT Management, Relationship Management, Quality Assurance, Software Documentation, Risk Management, SharePoint, Process Improvement, Credit Cards, Vendor Management, User Acceptance Testing, Cross-functional Team..., Visio, Requirements Gathering, Financial Services, Project Management, Leadership, Disaster Recovery, IT Service Management, Integration, Software Project..., Analysis, Financial Analysis, Business Process, Change Management, Operational Risk..., Team Building, Business Continuity, Management, Portfolio Management, Program Management, Asset Management, PMO, Six Sigma, Call Centers, Business Process..., Microsoft Excel, Governance, IT Operations
Education
Massachusetts Bay Community College 1999 — 2003
Computer Information Systems, 3.82 GPA
Waltham High School
Isabele Cordeiro's BankBoston Experience November 1994 - September 2006
Job Account Manager
Industry Financial Services
Experience
Banco do Brasil Americas March 2015 - Present
Foxter Cia. Imobiliária November 2013 - February 2014
Walmart June 2012 - August 2013
XP INVESTIMENTOS CCTVM S.A. August 2009 - January 2012
Itaú Personnalité September 2006 - March 2008
BankBoston November 1994 - September 2006
Skills
Certificação CPA-20..., Financial Analysis, Risk Management, Investments, Financial Markets, Banking, Microsoft Excel, Negotiation, Capital Markets, Team Leadership, PowerPoint, Access, Microsoft Office, Microsoft Word, Management
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2000 — 2006
Economia
Miami Dade College
Banco do Brasil Americas March 2015 - Present
Foxter Cia. Imobiliária November 2013 - February 2014
Walmart June 2012 - August 2013
XP INVESTIMENTOS CCTVM S.A. August 2009 - January 2012
Itaú Personnalité September 2006 - March 2008
BankBoston November 1994 - September 2006
Skills
Certificação CPA-20..., Financial Analysis, Risk Management, Investments, Financial Markets, Banking, Microsoft Excel, Negotiation, Capital Markets, Team Leadership, PowerPoint, Access, Microsoft Office, Microsoft Word, Management
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2000 — 2006
Economia
Miami Dade College
Ellen Sugarman's BankBoston Experience 1989 - 1996
Job Systems Designer at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare June 2009 - Present
State Street 1998 - December 2008
Thomson Financial 1996 - 1997
BankBoston 1989 - 1996
Skills
Visio, Projects, Testing, SDLC, SQL, Business Intelligence, Data Warehousing, Requirements Analysis, Databases, Data Analysis, CSS, Requirements Gathering, JavaScript
Education
New York University
Diploma in Computer Technology
Simmons College - Simmons School of Management
MBA
University of Rochester
BA, cum laude, Geology
Partners HealthCare June 2009 - Present
State Street 1998 - December 2008
Thomson Financial 1996 - 1997
BankBoston 1989 - 1996
Skills
Visio, Projects, Testing, SDLC, SQL, Business Intelligence, Data Warehousing, Requirements Analysis, Databases, Data Analysis, CSS, Requirements Gathering, JavaScript
Education
New York University
Diploma in Computer Technology
Simmons College - Simmons School of Management
MBA
University of Rochester
BA, cum laude, Geology
Carol-Lynne Connolly's BankBoston Experience 1994 - 2000
Job Vice President at HarborOne Bank
Industry Banking
Experience
HarborOne Bank March 2015 - Present
Sovereign Bank January 2011 - Present
Sovereign Bank June 2007 - January 2011
TD Bank Group 2002 - 2007
TD Bank Group 2002 - 2007
BankBoston 1994 - 2000
BankBoston 1994 - 2000
Skills
Commercial Lending, Credit, Commercial Banking, Small Business Lending, Loans, Portfolio Management, Banking, Underwriting, Financial Risk, Credit Analysis, Consumer Lending, Lines Of Credit, Asset Based Lending, Loan Origination, Credit Risk, Risk Management, Commercial Mortgages, Cash Management
Education
Simmons College - Simmons School of Management 2000 — 2003
Masters of Business Administration
Northeastern University 1978 — 1983
B.S., Political Science and Economics
HarborOne Bank March 2015 - Present
Sovereign Bank January 2011 - Present
Sovereign Bank June 2007 - January 2011
TD Bank Group 2002 - 2007
TD Bank Group 2002 - 2007
BankBoston 1994 - 2000
BankBoston 1994 - 2000
Skills
Commercial Lending, Credit, Commercial Banking, Small Business Lending, Loans, Portfolio Management, Banking, Underwriting, Financial Risk, Credit Analysis, Consumer Lending, Lines Of Credit, Asset Based Lending, Loan Origination, Credit Risk, Risk Management, Commercial Mortgages, Cash Management
Education
Simmons College - Simmons School of Management 2000 — 2003
Masters of Business Administration
Northeastern University 1978 — 1983
B.S., Political Science and Economics
Gail Snowden's BankBoston Experience 2000 - 2004
Job ceo at freedom house
Industry Nonprofit Organization Management
Experience
Freedom House July 2008 - August 2013
The Boston Foundation 2004 - 2007
BankBoston 2000 - 2004
Bank of Boston October 1968 - April 2000
Education
Simmons College - Simmons School of Management 1975 — 1978
mba
Harvard University 1963 — 1967
BA, Sociology
Freedom House July 2008 - August 2013
The Boston Foundation 2004 - 2007
BankBoston 2000 - 2004
Bank of Boston October 1968 - April 2000
Education
Simmons College - Simmons School of Management 1975 — 1978
mba
Harvard University 1963 — 1967
BA, Sociology
Susan Herook's BankBoston Experience 1980 - 2000
Job Teacher at Melrose Public Schools
Industry Education Management
Experience
Melrose Public Schools September 2000 - Present
BankBoston 1980 - 2000
Education
Lesley University 1999 — 2001
Masters, Technology in Education
Melrose Public Schools September 2000 - Present
BankBoston 1980 - 2000
Education
Lesley University 1999 — 2001
Masters, Technology in Education
Anne Bouvier-Monroe's BankBoston Experience 1998 - 2001
Job Administrative Assistant at Worcester Polytechnic Institute
Industry Religious Institutions
Experience
Worcester Polytechnic Institute August 2014 - Present
Holy Trinity Church 2014 - Present
St John's Episcopal Church October 2010 - 2014
Anne Marie's Music School 1990 - 2011
First Congregational Church of West Springfield October 2003 - October 2010
BankBoston 1998 - 2001
Shawmut Bank 1984 - 1990
Skills
Choral, Music Education, Piano, Teaching, Music Theory, Public Speaking, Pianist, Music, Vocal Coaching, Singing, Vocal, Fundraising, Classical, Non-profits, Microsoft Word, Training Delivery, Instructor-led Training, Musical Direction, Church Music, Nonprofits, Choral Conducting
Education
University of Massachusetts at Lowell 1975 — 1978
bachelor of music education, Music Teacher Education
New England Conservatory of Music 1972 — 1975
Worcester Polytechnic Institute August 2014 - Present
Holy Trinity Church 2014 - Present
St John's Episcopal Church October 2010 - 2014
Anne Marie's Music School 1990 - 2011
First Congregational Church of West Springfield October 2003 - October 2010
BankBoston 1998 - 2001
Shawmut Bank 1984 - 1990
Skills
Choral, Music Education, Piano, Teaching, Music Theory, Public Speaking, Pianist, Music, Vocal Coaching, Singing, Vocal, Fundraising, Classical, Non-profits, Microsoft Word, Training Delivery, Instructor-led Training, Musical Direction, Church Music, Nonprofits, Choral Conducting
Education
University of Massachusetts at Lowell 1975 — 1978
bachelor of music education, Music Teacher Education
New England Conservatory of Music 1972 — 1975
Boris Elbert's BankBoston Experience 1996 - 1999
Job Managing Director, Derivatives, Asset Allocation & Commodity Systems at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2013 - Present
Wellington Management October 2004 - March 2013
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Asset Allocation, FX Options, Equities, Risk Management, Credit Derivatives, Interest Rate..., Market Data, Calypso, Financial Markets, Financial Risk, Asset Management, Trading Systems, Commodity, Asset Managment, Capital Markets, Equity Derivatives, Options, Swaps, Alternative Investments, Financial Modeling, Portfolio Management, Commodities
Education
Massachusetts Institute of Technology
MS, EECS
Wellington Management February 2013 - Present
Wellington Management October 2004 - March 2013
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Asset Allocation, FX Options, Equities, Risk Management, Credit Derivatives, Interest Rate..., Market Data, Calypso, Financial Markets, Financial Risk, Asset Management, Trading Systems, Commodity, Asset Managment, Capital Markets, Equity Derivatives, Options, Swaps, Alternative Investments, Financial Modeling, Portfolio Management, Commodities
Education
Massachusetts Institute of Technology
MS, EECS
Dana Brousseau's BankBoston Experience August 1992 - April 2000
Job Assistant Vice President at Sovereign Bank
Industry Banking
Experience
Sovereign Bank December 2009 - Present
Bank of America April 2000 - February 2009
BankBoston August 1992 - April 2000
Skills
Banking, Portfolio Management, Risk Management, Trade Finance, Commercial Banking, Cash Management, Financial Services
Education
Northeastern University 1970 — 1972
Associate, Business
Sovereign Bank December 2009 - Present
Bank of America April 2000 - February 2009
BankBoston August 1992 - April 2000
Skills
Banking, Portfolio Management, Risk Management, Trade Finance, Commercial Banking, Cash Management, Financial Services
Education
Northeastern University 1970 — 1972
Associate, Business
Kellyann Coyne's BankBoston Experience February 1993 - January 1999
Job Owner of Anytime Auto Glass Boston
Industry Automotive
Experience
Anytime Auto Glass November 2013 - Present
Everybody Wins! Metro Boston January 2009 - September 2013
Read to a Child January 2009 - September 2013
Nutter McClennen & Fish LLP May 1999 - August 2003
BankBoston February 1993 - January 1999
Skills
Auto Glass Replacement, Fleet Vehicle Auto Glass, Small Business, Fundraising, Budgets, Team Building, Microsoft Office, Community Development, Public Speaking, Higher Education, Community Outreach, Nonprofits, Customer Service
Education
Northeastern University 1996 — 1996
Certificate of Paralegal Studies
Anytime Auto Glass November 2013 - Present
Everybody Wins! Metro Boston January 2009 - September 2013
Read to a Child January 2009 - September 2013
Nutter McClennen & Fish LLP May 1999 - August 2003
BankBoston February 1993 - January 1999
Skills
Auto Glass Replacement, Fleet Vehicle Auto Glass, Small Business, Fundraising, Budgets, Team Building, Microsoft Office, Community Development, Public Speaking, Higher Education, Community Outreach, Nonprofits, Customer Service
Education
Northeastern University 1996 — 1996
Certificate of Paralegal Studies
Jeffrey Wellington's BankBoston Experience 1993 - 1998
Job President, Buffalo Division at M&T Bank
Industry Banking
Experience
M&T Bank 2003 - Present
Fleet Bank 1998 - 2003
BankBoston 1993 - 1998
BankBoston 1989 - 1993
BankBoston 1982 - 1989
Education
University of Virginia Darden School of Business 1979 — 1981
MBA, general management
Middlebury College 1973 — 1977
BA, American Literature
M&T Bank 2003 - Present
Fleet Bank 1998 - 2003
BankBoston 1993 - 1998
BankBoston 1989 - 1993
BankBoston 1982 - 1989
Education
University of Virginia Darden School of Business 1979 — 1981
MBA, general management
Middlebury College 1973 — 1977
BA, American Literature
Emilio Lamazares's BankBoston Experience 1997 - 1998
Job Banking Professional
Industry Banking
Experience
Colonial Bank 2003 - 2007
Union Bank 2004 - 2004
BankUnited 2002 - 2002
Fleet Bank 1998 - 2002
BankBoston 1997 - 1998
Hamilton Bank 1995 - 1997
Ocean Bank 1993 - 1995
Republic National Bank 1991 - 1993
Consolidated Bank 1989 - 1991
Education
Northeastern University 1999 — 2001
Masters, Finance
Colonial Bank 2003 - 2007
Union Bank 2004 - 2004
BankUnited 2002 - 2002
Fleet Bank 1998 - 2002
BankBoston 1997 - 1998
Hamilton Bank 1995 - 1997
Ocean Bank 1993 - 1995
Republic National Bank 1991 - 1993
Consolidated Bank 1989 - 1991
Education
Northeastern University 1999 — 2001
Masters, Finance
Nancy Pennington's BankBoston Experience 1987 - 2000
Job SVP, Sr. Technology Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America 2009 - Present
Bank of America 2006 - 2009
Bank of America 2004 - 2006
FleetBoston Financial Corporation 2000 - 2004
BankBoston 1987 - 2000
Bank of Boston 1983 - 1987
Skills
Business Analysis, Business Process, Banking, Sales, Customer Service, Risk Management, Portfolio Management, Relationship Management, Retail Banking, SDLC, Financial Services, Program Management, Process Improvement, Vendor Management, Credit, Management, Project Portfolio..., Business Process..., Change Management, IT Strategy, Leadership
Education
Northeastern University 1985 — 1987
Colby-Sawyer College 1979 — 1983
Management Information Systems, Psychology
Bank of America 2009 - Present
Bank of America 2006 - 2009
Bank of America 2004 - 2006
FleetBoston Financial Corporation 2000 - 2004
BankBoston 1987 - 2000
Bank of Boston 1983 - 1987
Skills
Business Analysis, Business Process, Banking, Sales, Customer Service, Risk Management, Portfolio Management, Relationship Management, Retail Banking, SDLC, Financial Services, Program Management, Process Improvement, Vendor Management, Credit, Management, Project Portfolio..., Business Process..., Change Management, IT Strategy, Leadership
Education
Northeastern University 1985 — 1987
Colby-Sawyer College 1979 — 1983
Management Information Systems, Psychology
Deb Dolloff's BankBoston Experience 1982 - 2000
Job Director HR
Industry Human Resources
Experience
Keystone Dental, Inc. March 2010 - Present
Dolfan Company May 2000 - February 2010
BankBoston 1982 - 2000
Skills
Human Resources, Compensation Structure..., Sales Compensation, Benefits Design, Employee Relations, Talent Acquisition, Benefits Administration, Performance Management, Business Strategy, Employee Stock Options, Executive Compensation..., Compensation Structures, Personnel Management, HR Policies, Compensation & Benefit, Employee Benefits, Project Management, Deferred Compensation, HRIS, Management
Education
Northeastern University 1979 — 1982
Bachelor of Science in Business Administration, Concentration in Human Resource Management, Minor in Philosophy
UNH
Business Administration, Management and Operations
Keystone Dental, Inc. March 2010 - Present
Dolfan Company May 2000 - February 2010
BankBoston 1982 - 2000
Skills
Human Resources, Compensation Structure..., Sales Compensation, Benefits Design, Employee Relations, Talent Acquisition, Benefits Administration, Performance Management, Business Strategy, Employee Stock Options, Executive Compensation..., Compensation Structures, Personnel Management, HR Policies, Compensation & Benefit, Employee Benefits, Project Management, Deferred Compensation, HRIS, Management
Education
Northeastern University 1979 — 1982
Bachelor of Science in Business Administration, Concentration in Human Resource Management, Minor in Philosophy
UNH
Business Administration, Management and Operations
Jeannine Hobbs's BankBoston Experience August 1985 - August 1998
Job Administrative Assistant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
Comforce Staffing Services September 2011 - October 2013
Wellington Management 1999 - 2010
BankBoston August 1985 - August 1998
Skills
Access
Education
Northeastern University 1992 — 1996
BS, Management
State Street Global Advisors November 2013 - Present
Comforce Staffing Services September 2011 - October 2013
Wellington Management 1999 - 2010
BankBoston August 1985 - August 1998
Skills
Access
Education
Northeastern University 1992 — 1996
BS, Management
Nicholas Mastrogiacomo, CPA MSA's BankBoston Experience December 1998 - October 2000
Job Tax Consultant at The Bollard Group
Industry Accounting
Experience
The Bollard Group December 2013 - Present
Shepherd & Goldstein LLP October 2012 - December 2013
N Mastrogiacomo Associates January 2006 - April 2012
BankBoston December 1998 - October 2000
Clarkes @ South Station 1995 - 1998
North Quincy High School Football 1989 - 1992
North Quincy High School Football 1989 - 1992
North Quincy High School Football 1989 - 1992
Skills
Tax Preparation, Accounting, QuickBooks, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Bank Reconciliation, Corporate Tax, Tax Research, General Ledger, Journal Entries, Bookkeeping, Tax Accounting, Lacerte, GAAP
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Masters Degree, Accounting, Cum Laude
Northeastern University 1993 — 1998
Bachelors, Accounting
The Bollard Group December 2013 - Present
Shepherd & Goldstein LLP October 2012 - December 2013
N Mastrogiacomo Associates January 2006 - April 2012
BankBoston December 1998 - October 2000
Clarkes @ South Station 1995 - 1998
North Quincy High School Football 1989 - 1992
North Quincy High School Football 1989 - 1992
North Quincy High School Football 1989 - 1992
Skills
Tax Preparation, Accounting, QuickBooks, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Bank Reconciliation, Corporate Tax, Tax Research, General Ledger, Journal Entries, Bookkeeping, Tax Accounting, Lacerte, GAAP
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Masters Degree, Accounting, Cum Laude
Northeastern University 1993 — 1998
Bachelors, Accounting
Natasha Cupp's BankBoston Experience June 1998 - June 1999
Job at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace July 2010 - Present
WOMEN'S SOCCER, LLC July 2009 - July 2010
Orrick, Herrington & Sutcliffe LLP October 2005 - June 2009
Hoffman Alvary & Company, LLC July 1999 - June 2002
BankBoston June 1998 - June 1999
Skills
Litigation, Legal Writing, Intellectual Property, Civil Litigation, Licensing, Corporate Governance, Legal Assistance, Start-ups, Strategy, Criminal Law, Trademarks, Product Liability, Legal Advice, Financial Modeling, Securities Regulation, Trials
Education
University of Virginia School of Law 2002 — 2005
Juris Doctor
Harvard University 1994 — 1998
A.B.
Prosper Marketplace July 2010 - Present
WOMEN'S SOCCER, LLC July 2009 - July 2010
Orrick, Herrington & Sutcliffe LLP October 2005 - June 2009
Hoffman Alvary & Company, LLC July 1999 - June 2002
BankBoston June 1998 - June 1999
Skills
Litigation, Legal Writing, Intellectual Property, Civil Litigation, Licensing, Corporate Governance, Legal Assistance, Start-ups, Strategy, Criminal Law, Trademarks, Product Liability, Legal Advice, Financial Modeling, Securities Regulation, Trials
Education
University of Virginia School of Law 2002 — 2005
Juris Doctor
Harvard University 1994 — 1998
A.B.
Sara Leggat's BankBoston Experience June 1996 - December 1996
Job Chief Marketing Officer/Director of Research at Longwood Investment Advisors
Industry Financial Services
Experience
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Vivian Jimenez's BankBoston Experience January 1996 - January 2000
Job VP Product Management at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide May 2012 - Present
Bank of America January 2006 - April 2012
2004-2006Bank of America January 2004 - December 2006
Fleet Bank January 2000 - January 2004
BankBoston January 1996 - January 2000
BankBoston January 1995 - January 1996
BankBoston January 1993 - January 1995
Skills
Pricing Analysis, Product Development, Team Management, Cross-functional Team..., Virtual Teams, Six Sigma, Pricing Strategy, Product Management, Cash Management, Banking, Business Strategy, Business Analysis, Process Improvement, Competitive Analysis, Product Strategy, Customer Experience, Financial Modeling, Forecasting, Compliance, Strategy Development, Analytics, Risk, Customer Relations, Metrics, RFP, Strategic Planning, Business Process..., Program Management, Building Relationships, Change Management, Payments, Relationship Management, Strategy, Risk Management, Requirements Gathering, Team Leadership, Financial Services, Business Requirements, Customer Service, Salesforce.com, Electronic Payments, Treasury Management, Internet Banking, Requirements Analysis, Business Process, Agile Methodologies, Management, Enterprise Software
Education
Northeastern University
B.S., B.A, Finance
ACI Worldwide May 2012 - Present
Bank of America January 2006 - April 2012
2004-2006Bank of America January 2004 - December 2006
Fleet Bank January 2000 - January 2004
BankBoston January 1996 - January 2000
BankBoston January 1995 - January 1996
BankBoston January 1993 - January 1995
Skills
Pricing Analysis, Product Development, Team Management, Cross-functional Team..., Virtual Teams, Six Sigma, Pricing Strategy, Product Management, Cash Management, Banking, Business Strategy, Business Analysis, Process Improvement, Competitive Analysis, Product Strategy, Customer Experience, Financial Modeling, Forecasting, Compliance, Strategy Development, Analytics, Risk, Customer Relations, Metrics, RFP, Strategic Planning, Business Process..., Program Management, Building Relationships, Change Management, Payments, Relationship Management, Strategy, Risk Management, Requirements Gathering, Team Leadership, Financial Services, Business Requirements, Customer Service, Salesforce.com, Electronic Payments, Treasury Management, Internet Banking, Requirements Analysis, Business Process, Agile Methodologies, Management, Enterprise Software
Education
Northeastern University
B.S., B.A, Finance
Linda Petrucci's BankBoston Experience 1984 - 2005
Job Student at MiraCosta College
Industry Arts and Crafts
Experience
BankBoston 1984 - 2005
Skills
Fine Art, Microsoft Word, Painting, Art, Photography, Teaching, Editing, Blogging, Graphic Design, Illustrator
Education
MiraCosta College 2006 — 2017
BankBoston 1984 - 2005
Skills
Fine Art, Microsoft Word, Painting, Art, Photography, Teaching, Editing, Blogging, Graphic Design, Illustrator
Education
MiraCosta College 2006 — 2017
Ariel Fischman's BankBoston Experience 2001 - 2003
Job Principal, 414 Capital
Industry Financial Services
Experience
414 Capital Inc. 2010 - Present
Goldman Sachs 2007 - 2010
JP Morgan Chase 2003 - 2007
BankBoston 2001 - 2003
Education
New York University 2009 — 2011
MA, Infrastructure
Instituto Tecnológico Autónomo de México 2002 — 2003
Diploma, Derivatives
Universidad Iberoamericana, Ciudad de México 1999 — 2003
BA, Business Administration
Instituto Tecnológico Autónomo de México 2001 — 2002
Diploma, Financial Markets
Greengates School
414 Capital Inc. 2010 - Present
Goldman Sachs 2007 - 2010
JP Morgan Chase 2003 - 2007
BankBoston 2001 - 2003
Education
New York University 2009 — 2011
MA, Infrastructure
Instituto Tecnológico Autónomo de México 2002 — 2003
Diploma, Derivatives
Universidad Iberoamericana, Ciudad de México 1999 — 2003
BA, Business Administration
Instituto Tecnológico Autónomo de México 2001 — 2002
Diploma, Financial Markets
Greengates School
David Banagis's BankBoston Experience 2004 - 2008
Job Senior Advisor/Group Executive (resident consultant) at Creative Resources Group (CRG)
Industry
Experience
Creative Resources Group (CRG) 2001 - Present
BankBoston 2004 - 2008
Fleet Bank 1998 - 2000
Skills
Strategic Sourcing, Vendor Management, Purchasing, Negotiation, Personnel Management, Outsourcing, Administration, Business Planning, Intelligence, Finance
Education
BankBoston 1991 — 1992
Employer Certification, Operations and Personnel Management, Satisfactory
Newbury College
Business, Management, Marketing, and Related Support Services
Creative Resources Group (CRG) 2001 - Present
BankBoston 2004 - 2008
Fleet Bank 1998 - 2000
Skills
Strategic Sourcing, Vendor Management, Purchasing, Negotiation, Personnel Management, Outsourcing, Administration, Business Planning, Intelligence, Finance
Education
BankBoston 1991 — 1992
Employer Certification, Operations and Personnel Management, Satisfactory
Newbury College
Business, Management, Marketing, and Related Support Services
Molly Schaeffer's BankBoston Experience 1996 - December 1999
Job President at Beyond the Box Solutions, Inc.
Industry Hospital & Health Care
Experience
Beyond the Box Solutions, Inc. March 2000 - Present
Putnam Investments 1996 - 2001
BankBoston 1996 - December 1999
Skills
Project Management, Consulting, Healthcare, Program Management, Strategic Planning, Process Improvement, Start-ups, Change Management, Software Project..., Financial Services
Education
Northeastern University 2009 — 2011
M.S., Health Informatics
Massachusetts Institute of Technology 1988 — 1989
Master's Degree
Beyond the Box Solutions, Inc. March 2000 - Present
Putnam Investments 1996 - 2001
BankBoston 1996 - December 1999
Skills
Project Management, Consulting, Healthcare, Program Management, Strategic Planning, Process Improvement, Start-ups, Change Management, Software Project..., Financial Services
Education
Northeastern University 2009 — 2011
M.S., Health Informatics
Massachusetts Institute of Technology 1988 — 1989
Master's Degree
Daniel Pippitt's BankBoston Experience January 1999 - August 1999
Job Database Developer, Technical Writer, Teacher.
Industry Computer Software
Experience
Lynn Court Academy October 2003 - Present
Department of Revenue (Massachusetts) March 2001 - October 2003
Capital One August 2002 - December 2002
John Hancock Life Insurance Company (U.S.A.) January 2001 - March 2001
TEDCO April 2000 - January 2001
Waters September 1999 - March 2000
BankBoston January 1999 - August 1999
Helix Technology November 1996 - November 1998
Helix Technology November 1988 - November 1996
Helix Technology November 1981 - November 1988
Skills
Database Design, Oracle, SQL, Visual Basic, Technical Writing, SQL Tuning, Front-end, Blogging, Editing, New Media, Normalization, Logical Data Modeling, Grant Writing, Query Optimization, Back-end, Relational Databases, Data Modeling, Database Administration, T-SQL, Databases
Education
Northeastern University 1976 — 1981
Mechanical Engineering
Lynn Court Academy October 2003 - Present
Department of Revenue (Massachusetts) March 2001 - October 2003
Capital One August 2002 - December 2002
John Hancock Life Insurance Company (U.S.A.) January 2001 - March 2001
TEDCO April 2000 - January 2001
Waters September 1999 - March 2000
BankBoston January 1999 - August 1999
Helix Technology November 1996 - November 1998
Helix Technology November 1988 - November 1996
Helix Technology November 1981 - November 1988
Skills
Database Design, Oracle, SQL, Visual Basic, Technical Writing, SQL Tuning, Front-end, Blogging, Editing, New Media, Normalization, Logical Data Modeling, Grant Writing, Query Optimization, Back-end, Relational Databases, Data Modeling, Database Administration, T-SQL, Databases
Education
Northeastern University 1976 — 1981
Mechanical Engineering
Susan Riggles's BankBoston Experience 1998 - 1999
Job Admissions Office / Database Manager at The Ethel Walker School
Industry Education Management
Experience
The Ethel Walker School September 2006 - Present
JPMorgan Chase September 1999 - October 2002
BankBoston 1998 - 1999
Boston EquiServe (formerly a division of BankBoston) 1995 - 1998
BankBoston 1992 - 1995
Skills
Project Management, Instructional Design, Training/Presentations, Customer Service, Training Facilitation, Office Management, Department Budget..., Coaching, Communication
Education
Bridgewater State University 1987 — 1989
Bachelor of Arts (B.A.), Communication Arts & Sciences
Massasoit Community College 1985 — 1987
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
The Ethel Walker School September 2006 - Present
JPMorgan Chase September 1999 - October 2002
BankBoston 1998 - 1999
Boston EquiServe (formerly a division of BankBoston) 1995 - 1998
BankBoston 1992 - 1995
Skills
Project Management, Instructional Design, Training/Presentations, Customer Service, Training Facilitation, Office Management, Department Budget..., Coaching, Communication
Education
Bridgewater State University 1987 — 1989
Bachelor of Arts (B.A.), Communication Arts & Sciences
Massasoit Community College 1985 — 1987
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Andrei Bourdine's BankBoston Experience 1997 - 2000
Job Vice President, Corporate Lending at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust Company 2009 - Present
State Street Bank & Trust Company 2004 - 2009
Sovereign Bank 2002 - 2004
BankBoston 1997 - 2000
Skills
Credit Analysis, Finance, Financial Analysis, Financial Risk, Credit, Banking, Risk Management
Education
Northeastern University 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
State Street Bank & Trust Company 2009 - Present
State Street Bank & Trust Company 2004 - 2009
Sovereign Bank 2002 - 2004
BankBoston 1997 - 2000
Skills
Credit Analysis, Finance, Financial Analysis, Financial Risk, Credit, Banking, Risk Management
Education
Northeastern University 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Xavier Agis's BankBoston Experience April 1997 - October 1998
Job Sr. Operations Analyst Team Lead at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) February 2008 - Present
John Hancock Life Insurance Company (U.S.A.) May 2006 - February 2008
John Hancock Life Insurance Company (U.S.A.) February 1999 - May 2006
BankBoston April 1997 - October 1998
Gray, Gray & Gray Certified Public Accountants 1996 - 1996
LTX Corporation 1994 - 1994
Skills
Financial Analysis, Securities, Financial Services, Bloomberg, Camra, Crystal Reports, Trepp, Business Objects, Maximis, Eagle Star, SimCorp, Essbase, Auditing, Fixed Income, Account Reconciliation, Accounting, Finance, Derivatives, Analysis, Portfolio Management
Education
Northeastern University 1991 — 1996
Bachelor of Arts (B.A.), Accounting, 3.3
John Hancock Life Insurance Company (U.S.A.) February 2008 - Present
John Hancock Life Insurance Company (U.S.A.) May 2006 - February 2008
John Hancock Life Insurance Company (U.S.A.) February 1999 - May 2006
BankBoston April 1997 - October 1998
Gray, Gray & Gray Certified Public Accountants 1996 - 1996
LTX Corporation 1994 - 1994
Skills
Financial Analysis, Securities, Financial Services, Bloomberg, Camra, Crystal Reports, Trepp, Business Objects, Maximis, Eagle Star, SimCorp, Essbase, Auditing, Fixed Income, Account Reconciliation, Accounting, Finance, Derivatives, Analysis, Portfolio Management
Education
Northeastern University 1991 — 1996
Bachelor of Arts (B.A.), Accounting, 3.3
John W. D'Amato's BankBoston Experience 1994 - 2001
Job Business Service Network Rep at United States Postal Service
Industry Government Administration
Experience
United States Postal Service Letter CarrierUnited States Postal Service2001 - Present
BankBoston 1994 - 2001
Lowell Sun 1984 - 1991
Education
Marian Court College
Bachelor's degree, Business Administration and Management, General
United States Postal Service Letter CarrierUnited States Postal Service2001 - Present
BankBoston 1994 - 2001
Lowell Sun 1984 - 1991
Education
Marian Court College
Bachelor's degree, Business Administration and Management, General
Maria Vessiropoulos's BankBoston Experience 1996 - 1998
Job
Industry Financial Services
Experience
First Community Services 2006 - 2007
Fidelity Investments 2000 - 2004
Fleet Bank 1998 - 2000
BankBoston 1996 - 1998
BayBank 1994 - 1996
Skills
Business Analysis, SDLC, Risk Management, Visio, Requirements Gathering, Requirements Analysis, Banking, Quality Assurance, Access, Vendor Management, Business Intelligence, Management, Agile Methodologies, SQL, Data Warehousing, Project Management, Integration, Financial Services, Leadership, Business Requirements, CRM
Education
Loyola University New Orleans
Bachelor of Arts (B.A.), Political Science and Government
University of Hawaii at Manoa
First Community Services 2006 - 2007
Fidelity Investments 2000 - 2004
Fleet Bank 1998 - 2000
BankBoston 1996 - 1998
BayBank 1994 - 1996
Skills
Business Analysis, SDLC, Risk Management, Visio, Requirements Gathering, Requirements Analysis, Banking, Quality Assurance, Access, Vendor Management, Business Intelligence, Management, Agile Methodologies, SQL, Data Warehousing, Project Management, Integration, Financial Services, Leadership, Business Requirements, CRM
Education
Loyola University New Orleans
Bachelor of Arts (B.A.), Political Science and Government
University of Hawaii at Manoa
Eileen Perry's BankBoston Experience February 1988 - October 2000
Job Teacher at Brackett Elementary School
Industry Primary/Secondary Education
Experience
Brackett Elementary School September 2004 - Present
Arlington Public Schools October 2000 - June 2004
BankBoston February 1988 - October 2000
Skills
Teaching, Curriculum Design, Classroom
Education
Lesley University 2000 — 2003
Master of Education (M.Ed.)
Regis College 1983 — 1987
Bachelor of Arts (B.A.)
Brackett Elementary School September 2004 - Present
Arlington Public Schools October 2000 - June 2004
BankBoston February 1988 - October 2000
Skills
Teaching, Curriculum Design, Classroom
Education
Lesley University 2000 — 2003
Master of Education (M.Ed.)
Regis College 1983 — 1987
Bachelor of Arts (B.A.)