BankBoston Company
BankBoston was a bank based in Boston, Massachusetts, which was created by the 1996 merger of Bank of Boston and BayBank. One of its predecessor banks started in 1784, but the merged BankBoston was short-lived, being acquired by Fleet Bank in 1999. Headquarters: Boston, Massachusetts, United States Ceased operations: 1 October 1999 Founded: 1996 Successor: Bank of America through Fleet Bank Predecessor: Bank of Boston; BayBank
BankBoston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BankBoston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BankBoston Employees
American Arbitration Association November 2011 - Present
American Arbitration Association May 2001 - November 2011
BankBoston 1998 - 2001
BankBoston 1994 - 1998
Skills
Alternative Dispute..., Mediation, Conflict Management, Dispute Resolution, Arbitration, Conflict Resolution, Construction Law, Dispute, Product Liability, Breach Of Contract, Litigation, Courts, Commercial Litigation, International Law, Appeals
Education
Classical High School
University of Rhode Island
B.S.
Sterling Acceptance Corporation September 2010 - Present
Maritime Capital Group December 2008 - August 2010
General Electric / GE Money 2005 - 2008
E*TRADE Financial December 2002 - November 2005
Deutsche Financial Services June 1997 - December 2002
BankBoston June 1995 - June 1997
Ganis Credit Corporation April 1988 - June 1995
Horizon Credit Corp 1986 - 1988
Skills
Sales Management, Team Leadership, New Business Development, Boating, Sailing, Consumer Finance, Boat Insurance, Marine Insurance, Financial Services, Management, Yachting, Boat, Maritime, Sales, Selling, Start-ups, Finance, Business Development, Leadership, Banking, Credit, CRM, Loans, Negotiation, Marketing, Analysis
Education
University of Phoenix 2008 — 2010
Bachelor's, Business Marketing
Franklin Central High School
Sabre Airline Solutions May 2011 - Present
Sabre Holdings April 2009 - May 2011
KPMG Advisory August 2006 - April 2009
Sabre Holdings July 2004 - August 2006
BankBoston 1997 - 2004
Skills
Forecasting, Analysis, Budgeting, Airlines, Business Analysis, Financial Analysis, Financial Planning, Business Process Design, Business Process..., Internal Audit, accounting, Budgets, Accounting, Competitive Analysis, Contract Negotiation, Strategic Financial..., Management, Process Improvement, Team Leadership
Education
Universidad de Belgrano 2007 — 2012
Técnica en Turismo y Hotelería, Turismo y Hoteleria
University of Buenos Aires 2005 — 2005
Posgrado en Planeamiento Estrategico, Finanzas
Universidad de Buenos Aires 1994 — 2000
Contador Publico, Ciencias Economicas
Citi January 2013 - Present
Citibank (Banamex USA) May 2011 - January 2013
Banco Santander Mexico July 2006 - July 2011
HSBC June 2005 - July 2006
BankBoston February 2002 - October 2004
Citibank (Banamex USA) January 1998 - February 2002
Citibank (Banamex USA) October 1992 - January 1998
Skills
Banking, Leadership, Project Planning, Cash Management, Credit Cards, Retail Banking, Payments, Portfolio Management, Financial Risk, Risk Management, Financial Services, Treasury Management, Credit Risk, Commercial Banking, Investment Banking
Education
Escuela de Organización Industrial de España 2006 — 2007
Master Executive, Business Admin
Universidad Tecnológica de México 1998 — 2001
Bachelor, Ingenieria Industrial y de Sistemas
Universidad Nacional Autónoma de México 1992 — 1996
Bachelor, Economics
BCBSRI January 2014 - Present
Elevate Technology Solutions November 2013 - January 2014
State Street January 2000 - February 2013
BankBoston August 1995 - January 2000
D. Smith Associates, Inc. June 1985 - August 1995
Skills
Business Continuity..., Technical Recovery..., Data Center, Cloud Computing, Unix, Infrastructure, Management, Project Management, Access, Testing, Business Continuity, Risk Management, Disaster Recovery, Financial Risk, Vendor Management, Enterprise Risk..., Incident Management, Governance, Information Security, Risk Assessment, IT Strategy, Information Technology
Education
University of Massachusetts Boston 1985 — 1990
Bachelor of Arts (B.A.), Fine and Studio Arts
AIG June 2013 - September 2014
UBS AG August 2010 - December 2012
Citigroup January 2007 - July 2010
Unibanco August 2005 - March 2006
BankBoston January 2001 - March 2005
BankBoston September 1998 - December 2000
Booz Allen Hamilton January 1997 - September 1998
University of Birmingham 1992 - 1997
Steola Industries 1988 - 1990
Philips January 1986 - January 1988
Skills
Lean Manufacturing, Process Improvement, Strategic Sourcing, Supply Management, Outsourcing, Procurement, Global Sourcing, Contract Negotiation, Spend Analysis, Purchasing, Project Planning, Business Process..., Forecasting, Vendor Management, Sourcing, Management, Cross-functional Team..., Project Management, Budgets, Six Sigma, Supply Chain, Strategy, Supply Chain Management, Human Resources, Change Management
Education
University of Birmingham 1992 — 1997
PhD, Manufacturing Engineering
ITA - Instituto Tecnologico de Aeronautica 1988 — 1990
MSc, Operations Research
Escola de Engenharia Mauá 1981 — 1985
BSc, Mechanical Engineering
Colegio Bandeirantes
JEMBIZ Loans October 2012 - Present
Fairwinds Credit Union July 2007 - September 2012
POPULAR COMMUNITY BANK January 2004 - January 2007
POPULAR COMMUNITY BANK May 2004 - May 2006
JEM Financial Services, LLC March 2002 - June 2004
A Simple Mortgage Option January 2002 - January 2004
THE COMMUNITY'S BANK January 2000 - January 2002
Fleet Bank January 1994 - January 2000
BankBoston January 1994 - January 2000
CONNECTICUT DEVELOPMENT AUTHORITY January 1992 - January 1994
Skills
Investments, Mortgage Lending, Due Diligence, Real Estate, Asset Managment, Commercial Lending, Small Business Lending, SBA, Commercial Banking, Credit Analysis, Underwriting, Credit, Lines Of Credit, Strategic Planning, Credit Risk, Strategic Financial..., Risk Management, Credit Unions, Financial Risk, Negotiation, Commercial Mortgages, Cross Selling, Asset Based Lending, Loans, Strategy, Commercial Real Estate, Real Estate Financing, Financial Analysis, Business Development, Investment Properties, Mergers & Acquisitions, Banking, Loan Origination, Consumer Lending, Finance, Portfolio Management, Cash Management, Financial Services, Asset Management, Residential Mortgages, Financial Structuring, Loan Servicing, Small Business, Executive Management, Branch Banking, Retail Banking, Leadership, Mortgage Banking, Loss Mitigation, Refinance
Education
The University of Connecticut 1979 — 1983
BACHELOR'S DEGREE, GENERAL BUSINESS ADMINISTRATION
Bristol Central High School 1976 — 1979
EMPOWER AFRICA October 2012 - Present
Euless Foursquare Church August 2009 - Present
Foyer des Aigles July 1998 - Present
Fidelity Investments January 2006 - July 2011
Green Pastures Church of God September 2001 - August 2009
Sovereign Bank January 2000 - September 2003
La Vie Abondante 1995 - 2000
BankBoston June 1995 - December 1999
Afrika College September 1993 - March 1995
Skills
Management, Leadership Development, Writer, Motivational Speaking, Organization &..., Church Growth, Church Planting, Event Planning, Fundraising, Music Production, Mentoring, Personal Training, Training Leadership, Transformational..., Professional..., Sales, Customer Service, Business Networking, Leadership, Training, Coaching, Published Author, Book Writing, Team Building, Recruiting, CRM, Strategic Planning, Small Business, Time Management, Human Resources, Project Planning, Access, Budgets, Teaching, Social Innovation, Christian Leadership
Education
NC College of Theology
Doctorate Degree, Theology/Theological Studies
University of Massachusetts Boston
Bachelor of Science (BS), Management/Finance
None Town ClerkTown of Windsor, CTJanuary 2006 - May 2013
Town of Windsor, CT March 2002 - January 2006
Fleet Bank 2000 - 2001
BankBoston 1990 - 2000
Fleet Bank 1984 - 1990
Skills
Economic Development, Local Government, Public Administration, Training, Fundraising, Government, Organizational..., Public Speaking, Process Improvement
Education
University of Hartford 1982 — 1984
Master's Degree, Organizational Behavior Studies
St Joseph University West Hartford CT 1980 — 1982
Bachelor's Degree, Counseling Psychology
Citizens Bank Mortgage July 2011 - Present
BankRI 2009 - 2011
America First Home Loans 2000 - 2008
BankBoston 1987 - 2000
Skills
Microsoft Office, Loan Origination, Microsoft Word, Research, English, Outlook, Credit, Mortgage Banking, Microsoft Excel, Banking, Credit Analysis, Mortgage Lending, Sales, PowerPoint, Customer Service, Windows, Loans
Education
University of Rhode Island 1981 — 1985
Bachelor of Science (BS)
Lincoln High School 1977 — 1981
John Hancock Life Insurance Company (U.S.A.) November 2004 - Present
KeySpan April 1999 - November 2004
BankBoston August 1996 - April 1999
BayBank 1996 - 1999
Skills
Fixed Annuities, Financial Services, Strategic Financial..., Investments, Financial Analysis, Risk Management, Forecasting, Finance, Insurance, Banking, Financial Reporting, Mutual Funds, Internal Audit, Analysis, Accounting, Budgets
Education
University of Massachusetts Dartmouth 1972 — 1976
Fine and Studio Arts
Boston University/Metropolitan College
Paralegal Studies
New England Banking Institute
Accounting and Finance
Lisa M Griffin September 2000 - Present
OK Family Publishing May 2012 - Present
Manchester Community College, NH 2015 - Present
GCI 2007 - 2012
Kidz Rule USA magazine January 2007 - January 2010
ArtWorks: Art Classes March 2005 - October 2006
CB Sullivan 1999 - 2000
PennWell Publishing 1998 - 1999
bankboston 1996 - 1998
Skills
Art Direction, Brochures, Layout, Graphic Design, Illustration, Illustrator, Magazines, Publishing, Publications, Direct Mail, Marketing Communications, Art, Newsletters, Graphics, Print Production, QuarkXPress, Logo Design, Photoshop, Books, Adobe Creative Suite, Digital Illustration, Book Illustration, Children's Books, Advertising, Book Design, InDesign, Mac, Drawing, Painting, Flyers, Creative Direction, Social Media, Banners, Posters, Social Media Marketing, Corporate Identity, Collateral, Surface Pattern Design, Licensing, Pattern Design, Artistic Expression
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Fine Arts, Visual Design, Illustration
The Hanover Insurance Group April 2014 - Present
CVS Caremark Corporation October 2013 - March 2014
Staples September 2011 - September 2013
Staples May 2007 - September 2011
Staples May 2006 - May 2007
Staples August 2004 - April 2006
Staples August 1999 - July 2004
Staples June 1997 - July 1999
BankBoston 1994 - 1997
Putnam Investments 1992 - 1994
Skills
Talent Management, Organizational..., Succession Planning, Training, Performance Management, Leadership Development, Leadership, Management, Team Building, Strategy, Executive Coaching, Human Resources, Change Management, Employee Relations, Recruiting, Hiring, Coaching, Organizational Design, Career Development, Employee Training, Management Development, Sourcing, Employee Engagement, Staff Development, Public Speaking, Organizational...
Education
University of Massachusetts Dartmouth 1980 — 1984
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
New England College of Business and Finance April 2011 - Present
Boston Private Bank June 2004 - Present
Investors Bank & Trust July 2002 - June 2004
Sovereign Bank July 2001 - June 2002
Sovereign Bank June 2000 - January 2001
BankBoston May 1984 - June 2000
Skills
Expense Management, Banking, Risk Management, Financial Analysis, Cash Management, Portfolio Management, Finance, Operational Risk..., Financial Risk, AML, Fraud, Forensic Accounting, Balance Sheet Review, Regulatory Policy, Regulatory Agencies, Regulatory Requirements, Regulatory Guidelines, Fixed Income, Account Reconciliation, Process Improvement, Retail Banking, Consumer Lending, Leadership, Internal Controls, Mergers & Acquisitions
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance - Forensic Accounting Concentration
University of Massachusetts Boston 1987 — 1993
Bachelor's of Science, Finance
IBM Corporation - Systems Unit January 2011 - Present
IBM Corporation - Sales and Distribution September 2009 - December 2010
IBM Corporation - Systems & Technology Group January 2007 - August 2009
IBM Corporation - Storage Systems December 2004 - December 2006
IBM Corporation - Storage Software January 2003 - November 2004
IBM Corporation - Storage Systems Group September 1999 - December 2002
IBM Latin America June 1998 - September 1999
IBM Latin America March 1995 - June 1998
BankBoston July 1992 - February 1995
Skills
Market Management, Global Program..., Marketing Strategy, Marketing Communications, Digital, Mobile and..., Channel Marketing..., Product Launches, Product Development, Marketing Management, Project Management, Digital, Demand Generation, Competitive Analysis, Mobile Devices, Social Media Marketing, Advertising, Marketing, Product Launch, Cross-functional Team..., Interactive Marketing, Go-to-market Strategy, Management, Product Marketing, Integrated Marketing, Program Management, Multi-channel Marketing, Strategies, Segmentation, Thought Leadership, Strategy, Leadership, Sales Operations, B2B Marketing, Analytics, Strategic Partnerships, CRM, Product Management, Enterprise Software, Lead Generation, Business Alliances, Sales Enablement
Education
Universidad de 'San Andrés' 1997 — 1998
Master of Science (MS), Marketing
University of Buenos Aires 1989 — 1992
Bachelor of Science, Business Administration with Marketing Specialization
Colegio Marianista 1976 — 1988
International Baccalaureate, Primary and High School Diploma
Old Mutual Global Investors October 2014 - Present
Old Mutual November 2012 - Present
AIVA September 2009 - October 2014
AIVA 2005 - 2009
Skandia July 2004 - June 2005
Citi 2002 - 2003
BankBoston March 2000 - March 2002
Skills
Spanish, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Latin America, Financial Services, Strategic Financial..., Wealth Management..., Asset Management, Business Development, Portfolio Management, Pensions, Retirement Planning, Investment Advisory, Business Strategy, Sales, Risk Management, Gestión de capital, Inversiones, Servicios financieros, Español, Aseguradoras, Fondos de inversión..., Planes de pensiones, Ventas, Gestión de cartera de..., Planificación financiera, Gestión de riesgos, Gestión de activos, Estrategia empresarial, Banca
Education
Universidad ORT Uruguay 2002 — 2006
Economista, Economia Empresarial
Universidad ORT, Montevideo
Economista, Economía
Citizens Bank January 2015 - Present
Tidgewell Associates, Inc. March 2013 - January 2015
Gap Inc. October 2012 - March 2013
Citizens Bank August 2010 - January 2011
Citizens Bank February 2007 - July 2010
Citizens Bank September 2000 - January 2007
Fleet Bank 1998 - 2000
BankBoston 1994 - 1998
The Alarm Man 1985 - 1994
Skills
Relationship Management, Customer Experience, Customer Satisfaction, Training, Process Improvement, Operations Management, Recruiting, Coaching, Strategy, Sales, Management, Human Resources, Retail, Analysis, Customer Service, Business Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Business Administration, Marketing
MCMC January 2013 - May 2014
Computer / Network Repairs May 2004 - April 2012
New England College of Finance January 1992 - January 2001
BankBoston / Fleet Bank June 1979 - February 2000
FLEETBOSTON FINANCIAL January 1998 - January 2000
BankBoston January 1994 - January 1998
BancBoston Leasing January 1981 - January 1994
First National Bank of Boston January 1979 - January 1981
Skills
Analysis, Microsoft Exchange, Networking, Databases, Management, Software Installation, System Administration, Hardware, Technical Support, Laptops, Customer Service, Servers, Troubleshooting, Testing, Access, Windows 7, Software Documentation, Windows XP, VPN, Active Directory, Antivirus
Education
University of Massachusetts Boston 1979 — 1986
BSBA, Management Information Systems
University of Massachusetts Boston 1979 — 1986
Bachelor of Science degree, Business Administration; Management Information Systems
Straight Talk with Steve June 2012 - Present
Centurum October 2011 - Present
The Cardinal James Show July 2013 - Present
Steven Cardinal Consulting March 2011 - Present
ITT Technical Institute September 2011 - December 2011
inVentiv Health 2006 - August 2010
Adheris, Inc 1998 - August 2010
Entegra Solutions, Inc. 2001 - 2003
BankBoston 1995 - 1998
Skills
Firewalls, HIPAA, Network Security, Information Security, Computer Security, IT Management, IT Operations, VPN, Information Assurance, Information Technology, Networking, CISSP, Security, System Administration, Disaster Recovery, Program Management, Leadership
Education
University of Phoenix 2004 — 2007
BS, Information Technology
University of Rhode Island 1984 — 1985
Bank of America May 2013 - Present
Bank of America April 2012 - May 2013
Bank of America October 2010 - April 2012
Bank of America 1999 - 2010
Fleet Bank 1996 - 1999
BankBoston 1992 - 1996
Skills
Six Sigma, Banking, Cash Management, Payments, Customer Relations, Change Control, Treasury Services, Project Management, Treasury Management, Customer Service, Process Improvement, SDLC, Product Management, Integration, Analysis, Leadership, PMP, Risk Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor, Retail Marketing
Seniorlink June 2013 - Present
Loring, Wolcott & Coolidge January 2013 - May 2013
Marsh & McLennan Agency, known locally as Bostonian Group October 2011 - November 2012
Massachusetts Employers May 2008 - September 2011
NitroMed February 2007 - February 2008
Feinstein Kean Healthcare September 2006 - February 2007
Lois Paul & Partners 2000 - 2006
WGBH 1998 - 2000
BankBoston 1996 - 1998
Skills
Benefits Administration, Employee Relations, Recruiting, Training, Policy Writing, Auditing, Talent Acquisition, Employee Benefits, Human Resources, Onboarding, Talent Management, Account Management, Lawson HRIS, PeopleSoft, ADP HRB, HRIS, Zywave, Employee Engagement, Employee Handbooks, Technical Recruiting, Workforce Planning, College Recruiting, Sourcing, HR Consulting, Temporary Placement, New Hire Orientations, Personnel Management, Hiring, Management, Applicant Tracking..., Temporary Staffing, Performance Management, Job Descriptions, FMLA, Compensation & Benefits, Coaching, HR Policies
Education
University of Massachusetts Lowell
BS, Business Adminstration
Rotary International 2014 - Present
Comerica Bank September 2013 - Present
Comerica Bank April 2010 - September 2013
Comerica Bank June 2009 - April 2010
Re/Max Sunquest 2008 - 2009
Independent Bank 2007 - 2008
JPMorgan Chase 2003 - 2006
BankBoston 1987 - 1998
Skills
Loans, Banking, Credit, Commercial Lending, Sales Management, Commercial Banking, Sales, Leadership, Cash Flow, Small Business Lending, Wealth Management, Credit Analysis, Investments, New Business Development, Finance, Business Development, Mortgage Lending, Retail Banking, Consumer Lending, Relationship Management
Education
The University of Connecticut 1983 — 1987
B.A., Economics
Strata Pathology Services Inc. May 2010 - Present
Accounting Management Solutions July 2008 - May 2010
Commonwealth Cash Management September 2006 - July 2007
Payrolls Plus/PayChoice February 2004 - April 2006
BankBoston January 1998 - February 2000
Fidelity Investments December 1996 - December 1997
BankBoston June 1994 - December 1996
Deloitte September 1993 - May 1994
Price Waterhouse July 1989 - June 1993
McGladrey & Pullen July 1986 - June 1989
Skills
Financial Reporting, Managerial Finance, QuickBooks, Accounting, Management, GAAP, Forecasting, Financial Analysis, Financial Audits, Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Statements, General Ledger, Auditing, Revenue Recognition, Management Consulting, Payroll, Financial Accounting, Treasury Management
Education
Truman State University 1982 — 1986
Bachelor of Science, Accounting
Green City R-1 1970 — 1982
Sonneborn Capital Advisors January 2010 - Present
Heritage Partners Inc. January 1994 - December 2009
BancBoston Capital 1979 - 1993
BankBoston 1979 - 1993
The First National Bank of Boston 1979 - 1993
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Corporate Finance, Equities, Strategy, Due Diligence
Education
University of Oxford 1977 — 1979
MPhil, Economics & Finance
University of Sussex
BA/MA, History
Allianz Global Corporate & Specialty (AGCS) May 2012 - Present
PIMCO June 2011 - May 2012
Allianz January 2009 - April 2011
Allianz February 2006 - December 2008
Allianz September 2004 - January 2006
Human Concept; Madrid, Spain January 2004 - June 2004
BankBoston April 1999 - October 2002
BankBoston January 1998 - January 1999
Deutsche Bank March 1997 - January 1998
Skills
Talent Management, Succession Planning, Competency Management, Career Management, Performance Management, Learning Management, Leadership Development, Human Resources, Employee Engagement, Organizational..., Organizational Design, Executive Coaching, Strategy, Training, HRIS, Deferred Compensation, Grading, HRIS Database Management, Global Compensation, Executive Pay, Variable Pay, Management, Onboarding, Process Improvement, Leadership, Workforce Planning
Education
WorldatWork 2009 — 2010
Certified Global Rewards Professional
Allianz Group OPEX 2009 — 2009
OPEX Black Belt (Sig Sigma)
Compania de Formación Empresarial; Madrid, Spain 2003 — 2004
Master
University of Buenos Aires 1997 — 2002
Bachelor
Deutsche Bank AG, Buenos Aires, Argentina 1997 — 1998
Bank Officer Basic Training
Middlesex Savings Bank July 2009 - Present
Medway Lions Club September 2005 - Present
Strata Bank 2004 - 2009
Fleet Bank May 2000 - March 2004
BankBoston 1995 - 2000
Education
University of Arizona 1989 — 1995
BA, Psychology, Business
Stonier
J.P. Morgan 2008 - Present
J.P. Morgan August 2002 - 2008
BankBoston February 1999 - May 2000
Santander Investment February 1998 - February 1999
ING Barings June 1995 - February 1998
Skills
Investments, Fixed Income, Trading, Business Strategy, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Strategic Planning, Management, Banking, English
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Statistics, MBA
Universidad del Pacífico (PE) 1989 — 1995
Bachelor's Degree, Accounting and Finance, Bachelor of Business Administration (B.B.A.)
GFI Group March 2014 - Present
BGC Partners June 2012 - February 2014
GFI Group March 2011 - June 2012
Banco Itaú BBA April 2009 - March 2011
Banco Itaú January 2007 - April 2009
Banco Itaú May 2006 - January 2007
BankBoston September 2002 - April 2006
Skills
Financial Markets, Derivatives, Fixed Income, Capital Markets, Banking, FX Options, Portfolio Management, Structured Products, Trading, Derivativos, Mercado de capitais, Produtos estruturados, Gestão de riscos, Análise financeira, Derivados de taxa de..., Serviços bancários, Gestão de fluxo de caixa, Gestão de carteiras, Investimentos, Mercados financeiros
Education
NYU 2012 — 2013
Portfolio Management
2007 — 2008
MBA, Finanças
2002 — 2005
Graduação, Administração de Empresas
ANBIMA
CPA-20
Bovespa/BMF
Formação de Profissionais em Mercado de Derivativos
UBS Investment Bank - Stamford
Derivative Fundamentals– Financial Markets Education
People's United Bank January 2012 - Present
TD Bank May 2010 - January 2012
TD Bank July 2007 - May 2010
TD Banknorth April 2004 - July 2007
Metavante Corporation November 1998 - June 2003
BankBoston July 1996 - November 1998
BankBoston August 1994 - July 1996
Shawmut National Corporation October 1991 - August 1994
Shawmut National Corporation May 1989 - October 1991
Shawmut National Corporation April 1987 - May 1989
Skills
Business Development, Commercial Banking, ACH, Treasury Management, Banking, Cash Management, Management, Portfolio Management, Commercial Lending, Leadership, Internet Banking, Accounting
Education
Trinity College-Hartford 1980 — 1984
BS, Computer Science, History
Brookline Bancorp 2013 - Present
Santander Bank, N.A. 2000 - 2012
BankBoston 1991 - 2000
Bull 1987 - 1991
Skills
Vendor Management, Business Analysis, IT Financial Management, Business Case, PMO, Human Resources, Budgets, Business Process, Project Management, Banking, Change Management, Management, Leadership, Project Delivery, CRM, Project Planning, Governance, Strategic Planning, SDLC, Portfolio Management, Mergers & Acquisitions, Risk Management, IT Strategy, Business Process..., Information Technology, IT Management, Process Improvement, Finance, Project Portfolio..., Integration, Business Requirements, Program Management, PMP, Visio
Education
Rivier College, MBA
MBA, Business Administration
University of Massachusetts at Lowell
BS, Industrial Technology
Standish Mellon Asset Management January 2009 - Present
Chatham's Liquor Locker January 2005 - June 2012
Standish Mellon Asset Management September 2005 - December 2008
Standish Mellon Asset Management October 2001 - August 2005
The Boston Company 2000 - 2001
BANKBOSTON 1996 - 1999
Bank of Boston 1989 - 1996
NORWEST INVESTMENT SERVICES, INC 1985 - 1989
NORWEST BANK MINNESOTA,N.A 1983 - 1985
NORWEST BANK MINNESOTA,N.A. 1980 - 1983
Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA
University of Northern Iowa 1974 — 1978
B.A., Management
Wells Fargo Advisors June 2013 - March 2014
Banif Securities June 2008 - June 2013
BankBoston March 2006 - June 2008
Skills
Spanish-speaking, French, Portuguese, Series 7, Private Banking, Fixed Income Trading, Investment Banking, Banking, Friendly Personality, Positive Personality, Fixed Income, Secretarial Skills, Securities, Equities, Trading, Corporate Actions, Bloomberg, Options
Education
Universidade Federal Fluminense 1974 — 1979
Bachelor of Science (BS), Psychology
ConMed Linvatec May 2012 - Present
ConMed Linvatec February 2012 - May 2012
Creekridge Capital, LLC September 2007 - February 2012
Smith & Nephew Endoscopy May 2001 - September 2007
Benchmarking Partners 1999 - 2000
Surgency 1999 - 2000
FleetBoston 1995 - 2000
Bank of America 1995 - 2000
BankBoston 1993 - 2000
Skills
Executive Management, Sales Management, Market Development, Capital Equipment, Medical Devices, New Business Development, Selling, Product Launch, Cross-functional Team..., Sales Process, Finance, Orthopedic, Sales, Sales Operations, Direct Sales, Operating Room, Cold Calling
Education
University of Massachusetts Boston 1996 — 1999
Master's of Business Aminstration (MBA)
University of Massachusetts Boston
Bachelor of Science
Itau February 2012 - Present
BankBoston January 1996 - December 2006
Banco Rio January 1993 - December 1995
Skills
Portfolio Management, Private Banking, Financial Markets, Investments, Capital Markets, Corporate Finance, Financial Analysis, Banking, Fixed Income, Asset Allocation, Investment Banking, Equities, Risk Management, Wealth Management, Private Bank, Latin America
Education
CFA Institute 1997 — 1999
Chartered Financial Analyst (CFA)
CEMA University 1996 — 1997
Master in Finance
Wells Fargo Advisors,LLC November 2013 - Present
Banco Supervielle November 2011 - April 2013
Standard Investments S.A.S.G.FCI June 2008 - September 2010
Standard Investments December 2006 - June 2008
BankBoston June 2004 - December 2006
BankBoston March 2000 - June 2004
ShowGroup International April 1999 - December 1999
Education
Homesglen Institute of TAFE
Certificate in Business Office Administration
Universidad Argentina de la Empresa
Bachelor's degree in Finance
Rockland Trust Company December 2010 - Present
Rockland Trust Company August 2008 - December 2010
Bank Rhode Island June 2006 - August 2008
FIRSTFED 2000 - 2006
BankBoston February 1994 - August 2000
Skills
Commercial Lending, Loans, Consumer Lending, Credit, Small Business, Small Business Lending, Credit Analysis, Underwriting, Financial Analysis, Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Retail Banking, Lines Of Credit, Loan Origination, Commercial Mortgages, Credit Risk
Education
University of Massachusetts Dartmouth 1989 — 1993
BS, Marketing
Somerset High School
Somerset High School
Somerset High School
Synthese Management Consulting September 2010 - Present
ABN AMRO November 2004 - August 2008
Self-Employed January 2004 - October 2004
Comgas March 2002 - November 2003
NEC July 2001 - February 2002
Ernst & Young June 1999 - June 2001
BankBoston February 1998 - June 1999
Skills
Recruiting, Performance Management, Business Strategy, Personnel Management, Talent Management, Project Planning, HR Consulting, Succession Planning, Organizational..., Deferred Compensation, Human Resources, Management, Training, Leadership Development, Change Management, HR Policies, HRIS, Employee Engagement, MIS, Negotiation, Labor Relations, Business Planning, Employee Benefits, Strategic Planning, Executive Coaching, DOS, Employee Relations, Talent Acquisition, Program Management, Management Consulting, Outsourcing, Organizational Design, Coaching
Education
California Southern University 2014 — 2016
Master of Science (M.S.), Psychology
University of California, Berkeley 2013 — 2014
POST-BACCALAUREATE PROGRAM FOR COUNSELING AND PSYCHOLOGY PROFESSIONS, Psychology
Getúlio Vargas Foundation - FGV 2008 — 2010
MBA
Brazilian Association of Psychodrama and Sociodrama - ABPS 2003 — 2010
Psychodrama
São Marcos University 1995 — 2000
Bachelor, Psychology
RBS 2009 - Present
Citizens Bank November 2001 - Present
BankBoston 1991 - 2000
Education
University of Rhode Island
IBM January 2008 - Present
IBM January 2008 - Present
Alliance & Leicester January 2007 - January 2008
Accenture Spain May 2004 - January 2008
Accenture 1991 - 2008
Bank Discount Israel November 2003 - January 2007
Bank Discount Israel June 2002 - December 2004
Accenture Argentina October 1997 - May 2004
Bank Discount Israel November 2001 - June 2002
BankBoston February 1999 - November 2001
Skills
Business Analysis, Management Consulting, Project Management, Business Strategy, Análisis de negocio, Administración y..., Procesos de negocio, Ingeniería de requisitos, Oficina de gestión de..., Gestión de proyectos, Consultoría de..., Integración, Estrategia TI, Inteligencia empresarial, Estrategia empresarial, Cambio organizacional, Mejora de procesos de..., Transformación de..., Gestión de proyectos de...
Education
University of Buenos Aires 1984 — 1991
Licenciado en
Universidad de Buenos Aires / UBA 1985 — 1989
Licenciado en Analisis de Sistemas, Computer and Information Sciences and Support Services
Saint Charles School for professional Education - Illinois
E-Commerce/Electronic Commerce
Saint Charles School for professional Education - Illinois
Axzo Digital 2013 - Present
Ooyala (acquired by Telstra) 2011 - 2013
Adobe Systems 2008 - 2011
Stakkit, Inc. 2007 - 2009
Microsoft 2004 - 2007
IBM Research 1998 - 2004
BankBoston 1997 - 1997
IBM 1995 - 1997
IBM 1993 - 1995
IBM 1993 - 1993
Skills
Digital Media, Entrepreneurship, Business Strategy, Social Media, Content Protection, Streaming Media, Pricing, Consumer Electronics, Product Management, Digital Strategy, Product Development, DRM, Program Management, Monetization, Analytics, Product Evangelism, Online Video, Online Advertising, Interactive Advertising, Intellectual Property, People Management, Cross-functional Team..., Product Marketing, Mobile Strategy, OTT, Smart TV, Connected Devices, Content Management, Recommender Systems, Big Data, Web Video, Copy Protection, Mobile Devices, IPTV, Strategy, Agile Methodologies, Start-ups, Software Development, Strategic Partnerships, Mobile Applications, Go-to-market Strategy
Education
University of California, Berkeley, Haas School of Business 1999 — 2001
MBA, Business
University of Buenos Aires 1986 — 1992
MSEE, BSEE, Electronics, Computer Science
Hitachi Solutions America, Ltd- Business Solution Group October 2011 - Present
Acxiom August 2010 - November 2011
Harte-Hanks Direct Marketing July 2006 - August 2010
Harte Hanks 1996 - 2006
Fleet Bank 1994 - 1997
BankBoston 1995 - 1996
BayBank 1994 - 1996
Trans National 1991 - 1994
Skills
CRM, Digital Marketing, Direct Marketing, New Business Development, Integration, Integrated Marketing, Program Management, Management, Selling, Marketing, Leadership, SharePoint, Business Process, Contract Negotiation, Multi-channel Marketing, Microsoft CRM, ERP, Product Development, Sales, Entrepreneurship
Education
University of Massachusetts, Amherst
BBA, Business Finance & Marketing
Mercer January 2005 - Present
Putnam Investments January 2001 - December 2004
BankBoston January 1999 - December 2001
Skills
Defined Contribution, Benefits Administration, Pensions, Defined Benefit, Health & Welfare..., Employee Benefits, Series 7, Series 63, Series 6, Customer Service, Sales, 401k, Financial Services, Investments, Call Centers, Retirement, Human Resources, Microsoft Office, Insurance, Microsoft Excel, Training
Education
University of Calcutta 1995 — 1997
bachelors of commerce, business
Calcutta University 1985 — 1987
Bachelor in commercer, Business/Commerce, General
landscapingwaterwise.com August 2015 - Present
PHL 2014 - Present
Brighter Planet 2006 - 2013
BankBoston 1998 - 1999
Beneficial Technology Corporation 1997 - 1998
American Express 1994 - 1997
IBM 1991 - 1994
IBM 1973 - 1991
Skills
Sustainability, Business Strategy, Technology Development, Financial Management, Entrepreneurship, Social Entrepreneurship, Environmental Awareness, Leadership, Managerial Finance, Management Consulting, Enterprise Software, Start-ups, Management
Education
University of Minnesota 1976 — 1977
MS, Electrical Engineering & Computer Science
University of Minnesota-Morris 1969 — 1973
BA, Math & Economics
Sovereign Bank June 2010 - March 2011
Citizens Bank July 2008 - June 2010
Charter One Bank October 2004 - June 2008
Citizens Bank February 2004 - October 2004
CambridgePort Bank* April 2003 - January 2004
CambridgePort Bank March 2000 - April 2003
BankBoston June 1995 - February 2000
BayBank August 1994 - June 1995
BayBank May 1993 - June 1995
Skills
Training, Commercial Banking, Leadership, Project Management, Credit, Retail Banking, Human Resources, Sales, Financial Services, Program Management, Management, Team Building, Change Management, Call Centers, Leadership Development, Relationship Management, Strategic Planning, Loans, Onboarding, Mortgage Lending, Finance, Executive Coaching, Coaching, Marketing, Performance Management, Cross Selling, CRM, Employee Relations, Instructional Design, Proprietary...
Education
University of Connecticut 1986 — 1989
BA, College of Liberal Arts & Sciences
Keller Williams Realty Boston North West April 2011 - Present
Comrie Real Estate Inc June 2009 - April 2011
Progress Software March 2008 - 2009
Fidelity Investments March 2007 - March 2008
Baby Capes LLC February 2001 - February 2007
BankBoston January 1999 - December 1999
Fidelity Investments August 1997 - September 1998
BankBoston 1994 - 1997
Bachman Information System 1989 - 1992
CommercialWare January 1989 - January 1990
Skills
Real Estate, Marketing Communications, Selling, Lead Generation, Email Marketing, Sales, Management, Marketing, Negotiation, First Time Home Buyers, Advertising, Online Marketing, Condos, Short Sales, Relocation, Investments, Single Family Homes, Integrated Marketing, Buyer Representation, Product Management, Investment Properties, Real Estate Transactions, Referrals
Education
University of New Hampshire 1979 — 1983
BA, Psychology
Belmont High School
Bank of America October 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Fleet Bank 2000 - 2003
BankBoston 1994 - 1999
Education
University of Massachusetts at Lowell 1985 — 1990
Bachelor’s Degree
Boston University, School of Education January 2014 - Present
Partners Healthcare, Bullfinch Temporary Services September 2013 - January 2014
Partners Healthcare, Bullfinch Temporary Services April 2013 - September 2013
SR Consulting May 2009 - April 2013
Sovereign Bank March 2008 - May 2009
Cambridge Savings Bank & Appleton Partners, Inc. December 2004 - September 2007
Bank of America November 1997 - December 2004
Fleet Bank 1999 - 2004
BankBoston 1995 - 1999
BayBank January 1993 - December 1995
Skills
Service Excellence, Results Focused, Coaching, Team Building, Team Leadership, Problem Solving, Change Management, Business Development, Community Relations, Training and..., Service Quality, Project Management, Management, Banking, Sales, Training, Process Improvement
Education
Salem State University 2010 — 2011
Graduate Certificate, Business
University of Massachusetts, Amherst
B.A., Economics
Wilbraham & Monson Academy
HS, College Prep, AP Math, AP Biology
Goldman Sachs February 2007 - Present
Citi March 1998 - February 2007
BankBoston May 1996 - March 1998
Chase May 1991 - May 1996
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Business
University of Oregon 1984 — 1988
BA, Finance and Marketing
San Vicente de Paul
BankFive August 1998 - Present
BankBoston 1996 - 1998
National Bank of Fairhaven June 1989 - April 1996
Shawmut Bank, N.A. June 1985 - June 1989
Shawmut Bank, N.A. May 1985 - December 1985
Skills
Strategic Planning, Banking, Underwriting, Customer Service, Retail Banking, Accounting, Commercial Banking, Microsoft Excel, Loans, Business Continuity, Cash Management, Lines Of Credit, Small Business Lending, Internal Controls, Microsoft Office, Consumer Lending, SBA 504, PowerPoint, Credit, Commercial Lending
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Wharton Leadership Certificate
ABA/Stonier Graduate School of Banking 2010 — 2012
Graduation with Honors
PricewaterhouseCoopers July 1999 - Present
PwC 1999 - Present
BankBoston September 1995 - June 1999
BayBank 1995 - 1996
Skills
Strategic Communications, Marketing Communications, Thought Leadership, Internal Communications, Corporate Communications, Corporate Branding, Digital Media, Digital Marketing, Digital Strategy, Strategy, Editing, Integrated Marketing, Media Relations, Content Management, Marketing Strategy, Copywriting, Crisis Communications, Corporate Social..., Public Relations, Social Media, Press Releases
Education
University of Colorado at Boulder 1980 — 1984
BS, Journalism
Biddeford Savings 2008 - Present
ABA Membership Council October 2014 - Present
United Way of York County, ME April 2009 - April 2015
First Community Bank October 1999 - September 2007
BankBoston July 1990 - September 1999
Skills
Banking, Commercial Lending, Mortgage Lending, Leadership, Management, Strategy, Strategic Planning, Loans, Small Business Lending, Portfolio Management, Credit, Commercial Banking, Credit Analysis, Non-profits, Risk Management, Underwriting, Financial Analysis, Retail Banking, Fundraising, Mergers, Small Business, Consumer Lending, New Business Development, Mergers & Acquisitions, Sales Management, Customer Service, Finance, Executive Management, Asset Based Lending, Sales, Commercial Mortgages, SBA, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA
University of North Carolina at Chapel Hill 1975 — 1977
BS, Economics and Political Science
Cox Media January 2006 - September 2008
BankRI April 2004 - January 2006
Sanofi-Aventis March 2002 - April 2004
YMCA 2001 - 2002
Motorola Internet & Networking Group February 1999 - March 2001
BankBoston February 1997 - January 1999
United States Attorney's Office May 1994 - January 1997
Skills
Sales Presentations, Account Management, Social Media, Cold Calling, Social Media Marketing, Advertising, Salesforce.com, Marketing Communications, PowerPoint, Negotiation, Direct Sales, Building Relationships, Media Relations, Social Networking, Marketing, Customer Service, Sales, Microsoft Office, New Business Development, Public Relations, Sales Process, Management, Sales Management, CRM
Education
Cathedral High School
Christ the King
Community College of RI
University of Rhode Island
DEFY Media May 2014 - July 2015
Viacom November 2012 - May 2014
UC Berkeley April 2012 - October 2012
Nolo May 2008 - February 2012
IRIS Distribution October 2007 - April 2008
MTV NETWORKS October 2006 - October 2007
QuinStreet April 2005 - October 2006
Gap Inc. November 1999 - January 2003
Banc of America Securities April 1999 - November 1999
BankBoston October 1998 - April 1999
Education
University of California, Berkeley 2003 — 2004
Undeclared, but studying Applied Math and Mass Communication
Citi June 2012 - June 2014
Sovereign Bank November 2010 - June 2012
Citi December 2007 - November 2010
Real Estate sales 2003 - 2010
L.C.B. Appraisals April 2007 - August 2007
Ashmont Real Estate September 1998 - May 2002
BankBoston June 1997 - May 1998
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Lending, Mortgage Lending, Branch Banking, Small Business Lending, Customer Service, Mortgage Banking, Leadership, Teamwork, Cross Selling, Residential Mortgages, Loan Origination, Real Estate, Supervisory Skills
Education
University of Massachusetts, Amherst
Boston English High School
Class of 1995
Boston Private Bank November 2004 - Present
BankBoston May 1993 - October 2004
ADP 1989 - 1993
Skills
Investments, Wealth Management, Nonprofits, Asset Allocation, Loans, Asset Management, Banking, Credit, Finance, Sales, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Financial Services, Mutual Funds, Commercial Lending, Equities
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Business/Managerial Economics
Slattery Insurance Agency May 2009 - Present
Spring Hill Farm /Holcomb Farm CSA June 2005 - Present
Peoples Acceptance Corp October 2001 - October 2006
Webster Bank 2000 - 2002
Webster Bank 1995 - 2000
BankBoston 1995 - 1999
Bank of Boston September 1989 - January 1996
Slattery Insurance September 1988 - 1989
Skills
Change Management, Process Improvement, Organizational..., Coaching, Management, Real Estate, Public Speaking, Social Media, Customer Service, Project Management, Strategic Planning, Mergers & Acquisitions, Start-ups, Insurance
Education
Tulane University 1984 — 1988
BA, English
Thayer Acadenmy
NorthEast Electrical Distributors June 2015 - Present
Medical Specialties Distributors, LLC July 2000 - November 2014
Kellwood Company 1998 - 2000
BankBoston 1996 - 1998
Skills
Microsoft Excel, Microsoft Word, Prophet 21, Crystal Reports
Education
University of Massachusetts Boston 1982 — 1986
Finance, General
University of Massachusetts Boston 1982 — 1986
Bachelor's degree, Finance, General
Scotiabank August 2012 - Present
Bancoob November 2011 - August 2012
HSBC July 2006 - September 2011
BankBoston April 2001 - June 2006
PwC August 2000 - April 2001
Skills
Gestão de carteiras, Investimentos, Serviços bancários, Análise financeira, Finanças corporativas, Banco de investimento, Finanças, Gestão de patrimônio, Gestão de riscos, Mercado de capitais, Mercados financeiros, Mercado de crédito, Risco de crédito
Education
Universidade de Brasília
Signature David Consulting September 2002 - Present
The p.i.n.k. Spirits Company June 2006 - August 2009
Cambridge Incubator February 2000 - May 2002
BankBoston April 1998 - February 2000
Fifth Third Bank April 1994 - May 1998
Fleet Bank of New York January 1992 - March 1994
Aetna June 1989 - December 1991
Skills
Marketing, Recruiting, Event Planning, Event Management, Advertising, Wine, Customer Service, Social Media Marketing, Talent Acquisition, Menu Development, Food & Beverage, Management, Training, Leadership, Social Media, Marketing Strategy, Brand Management, Sales
Education
The University of Connecticut
BA, Political Sciences
TD Bank, N.A. November 1998 - September 2015
Bombardier Capital March 1997 - September 1998
BankBoston November 1992 - March 1997
Skills
Banking, Risk Management, Loans, AML, Bank Secrecy Act, Fraud, Retail Banking, Financial Services, Corporate Governance, Credit Risk, Anti Money Laundering, Credit, Legal Research, Legal Writing, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1988 — 1991
Doctor of Law (JD), Law
University of Denver 1983 — 1987
Bachelor's degree, Political Science and Government, Economics, Philosophy
EasCare Ambulance April 2014 - Present
Computershare January 2005 - November 2012
Massachusetts Department of Education March 2004 - December 2004
US Bank January 2002 - February 2004
State Street October 1995 - December 2001
BankBoston August 1986 - September 1995
Keystone Provident Life Insurance Company August 1984 - July 1986
Skills
Business Relationship..., Banking, Debt, Financial Services, Compliance, Contract Management, Contract Negotiation, Customer Service, Risk Management, Document Review, Vendor Management, Corporate Trust, Project Management, Closings, Teaching, Marketing, Public Speaking, Company Presentations, Relationship Management, Bonds, Corporate Actions, Finance, Program Management, Management
Education
University of Pennsylvania 1980 — 1984
Bachelor of Arts (BA), History
Roxbury Latin School 1974 — 1980
Bank of America November 2012 - Present
Bank of America 2004 - 2012
FleetBoston 2003 - 2004
FleetBoston 1999 - 2003
BankBoston 1997 - 1999
Bank of Boston 1992 - 1997
Bank of Boston 1990 - 1992
First National Bank of Boston 1986 - 1990
First National Bank of Boston October 1984 - 1986
Allstate June 1982 - October 1984
Skills
PMP, Six Sigma Black Belt, Cross-functional Team..., Business Process..., Program Management, Process Improvement, Risk Management, Process Engineering, Six Sigma, Change Management, Business Analysis, Project Management, Project Portfolio..., MS Project, Visio, Vendor Management, Business Transformation, SDLC, PMO, Requirements Gathering, Requirements Analysis, IT Strategy, Software Project..., Business Process, Business Intelligence, Banking, Governance, Project Delivery, Financial Services, Enterprise Architecture
Education
Tufts University 1978 — 1982
B.A.
CEVA Logistics September 2012 - Present
CEVA Logistics February 2012 - September 2012
CEVA Logistics May 2010 - February 2012
Franco Suissa Group ( Aref Company ) April 2008 - May 2010
BankBoston November 2005 - June 2007
Skills
International Logistics, Freight Forwarding, Air Freight, Customs Regulations, Freight, 3PL, Transportation..., Logistics Management, Supply Chain Management, Supply Chain, Business Development, Management, Procurement, Strategic Planning, Logistics, Transportation, Pricing, Strategy, Import, Ocean, International Trade, Export, Warehousing, Supply Chain..., Shipping, Container, Warehouse Management, Key Performance..., Supply Chain Operations, Ocean Freight, Project Management
Education
Universidade Anhembi Morumbi 2004 — 2008
Bachelor's degree, International Relations and Affairs, A
Capital Dynamics 2006 - Present
North Carolina Retirement Systems 2004 - 2006
BankBoston 1988 - 2003
Skills
Fund Of Funds, Private Equity, Corporate Finance, Buyouts, LBO, Alternative Investments, Financial Structuring, Due Diligence, Valuation, Investment Banking, Equities, Venture Capital, Growth Capital, Entrepreneurship, Asset Management, Investments, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Hedge Funds, Corporate Development, Capital Markets
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance
University of New Hampshire
BS, Chemical Engineering
Brookline Bancorp August 2008 - Present
Bank of America November 2004 - November 2007
Bank of America October 2004 - November 2005
Fleet Bank 2000 - 2004
Bank Boston January 1996 - December 1999
BankBoston 1977 - 1999
Skills
Risk Management, Cash Management, Vendor Management, Financial Analysis, Strategy, Mergers & Acquisitions, Banking, Management, Commercial Banking, Mergers, Business Strategy, Due Diligence, Financial Services, Project Management, Treasury Services, Customer Satisfaction
Education
University of Massachusetts Boston 1979 — 1982
Avidia Bank April 2002 - Present
Strata Bank January 1999 - April 2003
BankBoston December 1994 - January 1999
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Software Project..., Financial Risk, Bank Secrecy Act, AML, Mortgage Lending, Financial Reporting, Operational Risk, Accounting, Risk Management, Commercial Lending, Portfolio Management, Loan Origination, Credit Risk, Training, Credit Analysis, Consumer Lending, Underwriting, Customer Service, Strategic Planning, Management, Cross Selling, Lines Of Credit, Branch Management, Mortgage Banking, Sales, Cash Management, KYC, Mortgage Underwriting, Executive Management, Small Business Lending, Loan Servicing, Business Development, Financial Analysis, Deposits, Branch Banking
Education
University of Phoenix 2011 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Dean College 1994 — 2004
Business Administration
Citizens Bank December 2014 - Present
PNC September 2009 - December 2014
PNC Bank October 2005 - September 2009
Bank of America October 2004 - October 2005
Sovereign Bank May 2001 - October 2004
DB Companies February 2000 - May 2001
Citizens Bank September 1999 - February 2000
BankBoston January 1992 - September 1999
Skills
Management, Human Resources, College Recruiting, Applicant Tracking..., Time Management, Retail Banking, Talent Acquisition, Performance Management, Customer Service, Banking, HRIS, Mortgage Lending, Portfolio Management, Relationship Management, Employee Relations, Recruiting, Sourcing, Loans, Vendor Management, Talent Management, Mergers & Acquisitions, Interviews, Executive Search, Temporary Placement, Onboarding, Coaching, Internet Recruiting, Financial Services, Team Building, Credit, Cold Calling, Leadership, Benefits Negotiation, Commercial Banking, Branch Management, Employee Engagement, Customer Retention, Investments, Training, Wealth Management, Underwriting, PeopleSoft, Mergers
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts
Oracle July 2012 - Present
Vivaldi Partners March 2012 - June 2012
Nokia January 2008 - January 2012
Nokia Siemens Networks June 2006 - January 2008
Adventis September 2005 - March 2006
CSMG July 2000 - August 2005
BankBoston September 1996 - January 1999
Charles University September 1995 - July 1996
Skills
Strategy, Go-to-market Strategy, Strategic Planning, Strategic Intelligence, Competitive Intelligence, Market Intelligence, Market Analysis, Financial Analysis, Telecommunications, Mobile Technology, Consumer Electronics, Consumer Insight, Customer Analysis, Multi-channel Retail, Sales Operations, Channel Strategy, Internet Strategy, Global E-commerce, Managed Services, Professional Services, Salesforce.com, Business Strategy, Competitive Analysis, Mobile Devices, Pricing, Market Research, Solution Selling, Business Intelligence
Education
The Fletcher School, Tufts University 1998 — 2000
MA
Wheaton College 1991 — 1995
BA
North Central High School
Cassiopae US, Inc. October 2006 - Present
EnableUs, Inc. June 2001 - August 2006
BankBoston September 1996 - November 2000
BayBank November 1995 - September 1996
NFS Savings Bank, FSB August 1988 - November 1995
Skills
Business Analysis, PMO, Commercial Lending, Software Documentation, Portfolio Management, Requirements Analysis, Banking, Business Intelligence, Requirements Gathering, Project Management, Business Process..., SharePoint, Program Management, Loans, Management, CRM, Risk Management, Software Project..., Business Process..., Credit, Loan Servicing, Mergers & Acquisitions, Financial Services
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1984
BA, Economics
Iron Mountain 2007 - Present
PerotSystems June 2000 - June 2007
Dell Perot Systems 2000 - 2007
BankBoston September 1986 - March 2000
Skills
Leadership, Data Center, Enterprise Storage, Technical Support, Enterprise Software, Management, Disaster Recovery, Storage Solutions, Storage, Virtualization
Education
University of Massachusetts Boston 1981 — 1987
National Bank of Canada June 2013 - Present
National Bank of Canada January 2011 - June 2013
National Bank of Canada May 2010 - December 2010
Unibanco June 2007 - March 2009
Santander Banespa October 2004 - June 2007
BankBoston November 2000 - October 2004
Fator Bank May 2000 - October 2000
Bekum do Brasil Ind. E Com. LTDA January 1994 - December 1998
Education
Universidade de São Paulo 2003 — 2004
MBA, Risk and Derivatives
FEA\USP 1996 — 2002
B.A., Business Administration
Humboldt German & Brazilian Commerce Chamber 1994 — 1995
High-School, High school - Tecnical
Iron Mountain, Inc. September 2001 - Present
BankBoston 1981 - 2001
Bank of Boston 1981 - 2001
Education
Tufts University 1977 — 1981
RBC January 2015 - Present
RBC Capital Markets August 2010 - Present
Algorithmics January 2009 - July 2010
Algorithmics April 2006 - December 2008
Algorithmics January 2003 - March 2006
Algorithmics January 2000 - December 2002
Algorithmics September 1997 - December 1999
BankBoston January 1994 - May 1997
IBM January 1993 - December 1993
Skills
Market Risk, Capital Markets, Derivatives, Risk Management, Credit Risk, VAR, Fixed Income, Trading Systems, FX Options, Equities, Basel II, Financial Markets, Financial Risk, Trading, Business Analysis, Management, Financial Modeling, Strategy, Requirements Analysis
Education
Universidade Estadual de Campinas 1989 — 1993
Bachelor's Degree, Computer Engineering
Universidade Estadual de Campinas 1987 — 1992
Bachelor's Degree, Applied and Computer Mathematics
Fidelity Investments - FinOps May 2012 - Present
Fidelity Investments 2000 - Present
BankBoston October 1994 - July 2000
Bank of Boston 1995 - 2000
Skills
Visio
Education
University of Massachusetts Lowell 1990 — 1994
ThinkingAhead Executive Search February 2010 - Present
ABL Recruiting Group, Inc. June 2000 - February 2010
BankBoston August 1992 - August 1999
Commonwealth of Massachusetts September 1989 - July 1992
Skills
Asset Based Lending, Factoring, Commercial Finance, Structured Finance, Secured Lending, Underwriting, Commercial Banking, Corporate Finance, ABL, Recourse Factoring, Corporate Banking, Healthcare Finance, Secured Healthcare..., Private Banking, Wealth Management, Non-Recourse Factoring, Purchase Order Finance, ABL Examiners, Corporate Recruiting, financial recruiting, Executive Search, Banking, Talent Acquisition, Headhunters, Secured Transactions, Financial Recruiting, Secured Financing, Healthcare, Recruiting, Credit, Equities, Executive Management, Portfolio Management, Commercial Lending, Relationship Management, Small Business Lending, Management, Financial Advisory, Temporary Placement, Loans, College Recruiting, Funding, Financial Institutions, Financial Services, Finance, Financial Analysis, Credit Risk, Credit Analysis, Technical Recruiting
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Legal Studies, General
Coastway Community Bank May 2009 - April 2014
Coastway Credit Union 2004 - 2009
Fleet Bank December 1999 - March 2003
BankBoston 1987 - 1999
RI Hospital Trust National Bank 1987 - 1990
Skills
Risk Management, Banking, Credit, Loans, Business Continuity, Mortgage Lending, Information Security, Retail Banking
Education
University of Rhode Island - College of Business Administration 1980 — 1984
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
Virginia Lottery June 2008 - Present
Virginia Lottery July 2007 - June 2008
Virginia Lottery May 2004 - July 2007
Virginia Lottery October 2000 - May 2003
BankBoston 1997 - 1999
Bank of Boston 1996 - 1997
Education
University of Rhode Island 1998 — 2000
MBA, Management
University of New Hampshire 1989 — 1992
BA
SAP June 2014 - Present
SAP January 2007 - Present
Citizens Bank 2000 - 2007
Sovereign Bank 2000 - 2001
BankBoston March 1993 - December 2000
Bank of Boston 1993 - 2000
Shawmut Bank September 1984 - March 1993
Skills
Cash Management, Banking, Treasury Management, Internet Banking, ACH, Payments, Risk Management, Commercial Banking, Mergers, Electronic Payments, Financial Analysis, Product Management, Customer Relations, Business Strategy, Product Development, Pricing, E-commerce, Competitive Analysis, Vendor Management, Forecasting, Team Building, Strategy Development, Budgeting, New Business Development, Liquidity Management, Financial Institutions, Business Planning, Negotiation, Contract Negotiation, Strategic Planning, Business Analysis, Strategy, Budgets, Executive Management, Customer Service, Mergers & Acquisitions, Leadership, CRM, Strategic Partnerships, Financial Services, SaaS, Business Development, Start-ups, Analytics, Relationship Management, Enterprise Software
Education
State University of NY at Buffalo
Master of Business Administration (M.B.A.)
State University of New York at Buffalo
Master's Degree
University of Massachusetts Boston
BA
JDA Software March 2011 - Present
JDA Software March 2009 - March 2011
JDA November 2002 - March 2009
BankBoston October 1997 - October 1998
Raytheon Company 1994 - 1997
Skills
Agile Methodologies, Software Development, Enterprise Architecture, Enterprise Software, Requirements Analysis, Scrum, Pre-sales, Java Enterprise Edition, Java, Architecture, Integration, SQL, SDLC, Software Engineering, Design Patterns, Testing, JavaScript, Software Design, Weblogic, Solution Architecture, Agile Project Management, Oracle, SOA, Business Intelligence, Web Services, PL/SQL, Unix, Architectures
Education
University of Colorado at Boulder 1989 — 1994
Bachelor of Science (B.S.), Computer Science
Commercial Metals Company July 2015 - Present
Gerdau Long Steel North America May 2011 - June 2015
Gerdau Ameristeel 2008 - February 2012
Honeywell International Inc. August 2000 - December 2007
Honeywell 2001 - 2007
Honeywell August 2000 - October 2001
BankBoston December 1994 - June 1998
United States Marine Corps June 1989 - June 1995
Skills
Corporate Finance, Finance, Financial Analysis, Financial Modeling, Cash Management, Forecasting, Risk Management, Internal Controls, Financial Reporting, Process Improvement, Treasury Management, Acquisition Integration, Treasury, Sarbanes-Oxley Act, Mergers & Acquisitions, Capital Markets, Accounting, Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Miami 1989 — 1994
BA, Economics
Thomson Reuters 2008 - Present
Bank of America 1999 - 2008
BankBoston September 1996 - October 1999
Bank of Montreal August 1994 - August 1996
Citi Group June 1990 - August 1994
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Horizon Beverage March 2011 - Present
Horizon Beverage November 2001 - March 2011
Guardent May 2001 - November 2001
MIS Training Institute June 2000 - May 2001
BankBoston 1995 - 2000
Assured Health Systems 1990 - 1993
NMS Communications 1989 - 1990
Commonwealth of Massachusetts 1988 - 1989
FM Global 1985 - 1987
Skills
Management, Strategic Planning, Information Technology, Cross-functional Team..., SaaS, Team Leadership, New Business Development, Product Development, Budgets, IT Strategy, Product Management, Project Management, Marketing Strategy, Product Marketing, Social Media, Account Management, Sales, Vendor Management, Solution Selling, Leadership, Sales Management, Business Intelligence, Contract Negotiation, Business Strategy, Business Analysis, Retail, Business Development, Team Building, Troubleshooting, Pricing, Bomgar
Education
University of Massachusetts, Amherst 1981 — 1985
Astronomy, computers
Stamford High School 1977 — 1981
Webster Bank January 2010 - Present
Sovereign Bank August 2004 - February 2009
BankBoston 1990 - 1999
State Street 1980 - 1990
State Street 1980 - 1990
Skills
Cash Management, Leadership, Financial Analysis, Commercial Lending, Nonprofits, Team Building, Loans, Commercial Banking, Commercial Real Estate, Real Estate, Small Business Lending, Asset Based Lending, New Business Development, Mortgage Lending, Credit Risk, Lines Of Credit, Strategic Planning, Business Development, Credit, Credit Analysis, Mergers & Acquisitions, Portfolio Management, Consumer Lending, Sales, Banking, Mortgage Banking, Middle Market, Loan Origination, Commercial Mortgages, Cross Selling, Cash Flow Lending, Treasury Management, Underwriting, Construction Loans, Financial Institutions
Education
University of Connecticut 1971 — 1977
InterSystems Corporation April 2000 - Present
BankBoston June 1997 - April 2000
Radio Shack April 1994 - June 1997
Arthur Corporation dba Suburban School Transportation October 1988 - May 1994
Skills
Integration, Unix, Windows, Databases, System Administration, Operating Systems, IIS, Virtualization, Active Directory, VMware, VMware ESX, VMware Fusion, Linux, Enterprise Software, Microsoft SQL Server, Technical Support, Solaris, Security, Hardware, DNS, ITIL, Cloud Computing, IT Management, Software Engineering, Storage, Architecture, Business Intelligence, Windows Server, Enterprise Architecture, SQL, Software Development, XML, Requirements Analysis, Disaster Recovery, TCP/IP, Servers, System Deployment
Education
University of Phoenix 2007 — 2012
Bachelor of Science (B.S.), Computer Science
Heartland Financial USA, Inc. January 1998 - Present
Citizens Financial Group August 1994 - December 1997
Fleet Financial Group August 1992 - August 1994
BankBoston 1987 - 1992
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, Strategic Financial..., Securities, Wealth Management, Asset Managment, Portfolio Management, Financial Services, Banking, Strategic Planning, Risk Management, Investment Management, Investment Strategies, Credit, Sales, Asset Management, FINRA, Finance, Credit Risk, Life Insurance, Small Business, Investment Advisory, Change Management, Asset Allocation, Equities, Relationship Management, Leadership, Fixed Income, Credit Analysis, Financial Risk, Employee Benefits, 401k, Retirement, Salesforce.com, Mortgage Lending, Hedge Funds, Analysis, Alternative Investments, Insurance, Loans, Financial Modeling, Management, Financial Analysis, Series 6, Executive Management, Financial Advisory, Mergers & Acquisitions
Education
Pennsauken High School
University of Dubuque
Bachelor of Arts (B.A.), Educational Leadership and Administration, General
Foxwoods Resort Casino June 2013 - Present
Foxwoods Resort Casino / MGM Grand March 2011 - Present
Foxwoods Resort Casino January 2009 - March 2011
Foxwoods Resort Casino January 2008 - October 2008
Foxwoods 2001 - 2007
BankBoston 1988 - 2000
Skills
Gambling, Budgets, Troubleshooting, Gaming Industry, Leadership, Training, Leadership Development, Customer Service, Management, Casino, Program Management, Public Speaking, Employee Relations, Recruiting, Organizational..., Gaming, Operations Management, Process Scheduler, Hospitality, Research, Customer Satisfaction, Hiring, Project Management, Employee Training, Staff Development, Supervisory Skills, Editing
Education
University of Rhode Island
Psychology & Communications
University of Rhode Island
Psychology
Rockland Trust October 2000 - Present
BankBoston October 1995 - October 2000
Skills
Cash Management, Small Business, Account Management, Business Development, Management, Customer Service, Strategic Planning, Marketing Strategy, Retail Banking, Loans, Marketing, Sales, Sales Management, Team Building
Education
University of Massachusetts, Amherst
Bachelors of Business Administration, Marketing
Western New England College
Masters, Business Administration and Management, General
Citizens Bank September 2014 - Present
Citizens Bank November 1999 - September 2014
BankBoston November 1998 - November 1999
BankBoston October 1988 - November 1998
Skills
Vendor Management, Financial Services, Business Analysis, Operational Risk, Consumer Lending, Analysis, Retail Banking, Operational Risk..., Risk Management, Credit Cards, Project Delivery, Internet Banking, Program Management, Systems Analysis, Technology Planning, Mortgage Banking, Project Portfolio..., Requirements Analysis, Small Business Lending, AML, Debit Cards, Financial Analysis, Business Process..., User Acceptance Testing, Consumer Finance, Technology Evaluation, Technology Integration, Technology..., Banking Operations, Compliance Audits, Contract Management, Change Management, Product Management, Project Finance, Software Project..., Project Implementation, System Testing, Unit Testing, Integration Testing, Regression Testing, Manual Testing, Strategic Leadership, Team Leadership, Change Leadership, Risk Mitigation, Incident Management, Vendor Relations, System Administration, System Architecture, Commercial Lending
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Arts, English
Rockland Trust Company March 1994 - Present
BankBoston 1986 - 1994
Baybanks 1970 - 1986
Skills
Banking, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Small Business Lending, Loans, Leadership, Credit, Finance, Consumer Lending, Mortgage Lending, Financial Analysis, Lines Of Credit, Portfolio Management, Risk Management, Loan Origination, Financial Services, Customer Service
Education
University of Rhode Island 1965 — 1969
The Hartford September 2010 - Present
The Hartford September 1999 - September 2010
BankBoston June 1996 - September 1999
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, General Insurance, Liability, Leadership, Business Strategy, Commercial Lines, Legal Liability
Education
The University of Connecticut School of Business 1999 — 2003
MBA, Finance/Marketing
Bank of America May 2010 - Present
Fiserv June 2009 - August 2009
Sovereign Bank March 2000 - November 2008
BankBoston January 1999 - March 2000
BankBoston May 1997 - December 1998
Skills
Project Management, Management, Customer Service, Risk Management, Financial Risk, Relationship Management, Analysis, Loans, Cross-functional Team..., Banking, Mergers, Retail Banking, Commercial Banking, Operational Risk..., Consumer Lending, Financial Services, Software Documentation, Commercial Lending, Change Management, Loan Origination, Risk Assessment, Credit Cards, Credit Risk, Underwriting, Microsoft Excel, Credit, Portfolio Management, Credit Analysis
Education
University of Hartford 1983 — 1987
BS, Business Administration - Finance/Economics
East Providence School District February 2013 - Present
Young Living Essential Oils May 2011 - Present
Rhode Island Congress of Parents and Teachers (RI PTA) July 2013 - Present
A.M. Waddington PTA June 2013 - June 2014
EPHS PTSA June 2012 - June 2014
Close To My Heart April 2006 - April 2013
BankBoston 1990 - 1994
Skills
Scrapbooking, Teaching, Aromatherapy, Home Based Business, Supplements, Creative Writing, Microsoft Word, Research, Network Marketing, Editing, Health, Wellness Coaching, Wellbeing, Holistic Health, Wellness, Blogging, Newsletters
Education
University of Rhode Island 1983 — 1987
Bachelor of Science, Textile Science, Fashion Merchandising and Design
East Providence High School 1979 — 1983
Envestnet, Inc December 2011 - Present
EGD Consulting September 2010 - Present
www.anotherdamndisaster.com September 2010 - Present
Erica Di Mambro June 2010 - Present
FundQuest January 2006 - June 2010
BankBoston 1994 - 2001
Skills
Visio, HTML, Customer Service, Training, Change Management, Management, Team Building, Outlook, XML, Salesforce.com, User Acceptance Testing, Project Portfolio..., PMP, Microsoft SQL Server, C#, Budgets, Visual Basic, Content Management, JavaScript, Troubleshooting, Photoshop, Business Analysis, PowerPoint, Microsoft Word, Team Leadership, Access, Software Documentation, Project Management, Process Improvement, SDLC, Microsoft Excel, Vendor Management, Analysis, Agile Methodologies, Microsoft Office, SQL, Requirements Gathering, MS Project, Software Project...
Education
University of Rhode Island 1988 — 1992
BA
Fidelity Investements March 2001 - Present
Fidelity Investments 2001 - Present
BankBoston 1991 - 2001
Education
University of Connecticut 1972 — 1976
BS
The Edvantage Group January 2015 - Present
McGraw-Hill Higher Education December 2013 - December 2014
Partner in Publishing March 2013 - November 2013
Cengage Learning November 2010 - February 2013
Cengage Learning 2009 - 2010
McGraw-Hill Higher Education 2000 - 2009
Bank of America January 1998 - April 2000
BankBoston November 1994 - December 1997
Skills
Academic Publishing, Textbooks, Salesforce.com, Content Management, Publishing, Online Publishing, E-Learning, Sales Presentations, Content Development, Marketing Strategy, Marketing, Account Management, Social Media Marketing, Sales, Social Media, Editing, CRM, Lead Generation, Custom Publishing, Sales Process, Strategic Partnerships, Strategy, Content Strategy, Digital Media, Email Marketing
Education
University College Dublin 1990 — 1993
Bachelor of Social Science
Acadiasoft Inc. April 2011 - Present
Brown Brothers Harriman March 2008 - March 2011
D. R. Development LLC 2001 - 2008
Done Right Construction Services, Inc. 2001 - 2008
SS Solutions, Inc. 1996 - 2001
Peanut Press 1999 - 2000
BancBoston Robertson Stephens, Inc. 1996 - 1999
BankBoston 1994 - 1996
BankBoston 1989 - 1994
Coopers & Lybrand 1985 - 1989
Skills
Risk Management, Portfolio Management, Financial Modeling, Financial Analysis, Venture Capital, Certified Public..., Capital Markets, Business Strategy, CPA, Fixed Income, Finance, Start-ups, Mergers & Acquisitions, Derivatives, Financial Services, Corporate Finance, Strategic Financial...
Education
University of Massachusetts, Amherst 1979 — 1983
BBA, Accounting
The Bank of Canton December 2013 - Present
Spillane Consulting Associates August 2002 - December 2013
CCO Mortgage 2005 - 2011
BankBoston May 1993 - November 2000
Education
University of Massachusetts, Amherst 1988 — 2002
BA, Legal Studies/Sociology
Voya Financial November 2012 - Present
Mercer Outsourcing May 2009 - November 2012
Fidelity Investments February 2005 - December 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 1998 - 2003
BankBoston 1996 - 1998
BayBank - merged with BankBoston 1993 - 1996
Harvard University 1979 - 1993
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1975 — 1979
BS, Business Administration
Camille's Sidewalk Cafe (Closed 12/09) January 2007 - December 2009
Mellon Financial March 2000 - March 2002
Bank of Boston October 1994 - April 1999
BankBoston October 1994 - April 1999
BayBank December 1990 - September 1992
Bank of New England February 1989 - December 1990
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Hotel, Restaurant, and Travel Administration
Citizens Bank December 2001 - Present
BankBoston 1981 - 2001
Skills
Disaster Recovery
Education
University of Massachusetts Boston
BA
Logikos Capital Management January 2009 - Present
Bank of America March 1992 - July 2008
BankBoston 1992 - 1999
Bank of Boston 1992 - 1999
Banco Nacional Brazil December 1988 - March 1992
Skills
Cash Management, Banking, Finance, Analysis, Payments, Outsourcing, Investments, Hedge Funds, Risk Management, Financial Services, Portfolio Management, Management, Financial Markets, Corporate Finance, Capital Markets, Derivatives, Business Strategy, Fixed Income, Investment Banking, Strategic Planning
Education
Universidade Federal do Rio de Janeiro 1987 — 1990
Master of Science, Stricto Sensu MBA in Finance and Marketing
ISBAN (Santander Group) December 2010 - Present
Bank of America July 2006 - December 2010
Bank of America October 2002 - July 2006
Verizon October 2001 - October 2002
BankBoston 1993 - 2001
McCracken Computer Inc. 1991 - 1993
BankBoston 1983 - 1991
Bank of Boston April 1981 - April 1983
Hingham Public Schools September 1979 - April 1981
Education
University of Massachusetts Boston 1974 — 1979
B.A., Spanish, Education
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch April 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2000 - 2004
BankBoston 1991 - 2000
Bank of Boston 1988 - 1996
Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership
Education
University of Rhode Island 1982 — 1986
BS, Marketing
BTMU Capital Corporation January 1998 - Present
BankBoston 1994 - 1998
Skills
Training, System Administration, Cisco Technologies, Active Directory, Program Management, Accounting, Security, IT Management, Networking, VMware, Project Management, Vendor Management, SharePoint, Lotus Notes, Troubleshooting, Process Improvement, Financial Analysis, Microsoft Office
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.)
Bank of America April 2013 - Present
Bank of America March 2009 - April 2013
Bank of America May 2007 - November 2008
Bank of America July 2005 - May 2007
Banknorth September 2003 - July 2005
The Cam Neely Fundation for Cancer Care September 2001 - September 2003
FleetBoston Financial/BankBoston September 1997 - July 2001
BankBoston July 1996 - July 1997
Banc Boston Leasing 1996 - 1996
Bank of Boston 1988 - 1990
Skills
Banking, Financial Risk, Capital Markets, Portfolio Management, Financial Institutions, Cash Management, Loan Origination, Leveraged Finance, Wealth Management, Underwriting, Derivatives, Retail Banking, Mortgage Lending, Credit Risk, Enterprise Risk..., Financial Services, Treasury Management, AML, Operational Risk, Investment Banking, Auditing, Operational Risk...
Education
University of Pittsburgh 1983 — 1985
MA, Educational Research Methodology
University of Pittsburgh 1978 — 1982
BS, Movement Therapy
East Central Vermont Community Fiber Network (ECFIber) June 2015 - Present
Monadnock Community Hospital January 2014 - Present
New Hampshire FastRoads, LLC 2010 - Present
City of Keene May 2014 - March 2015
Franklin Pierce University June 2000 - May 2010
BankBoston 1991 - 2000
BankBoston 1985 - 1991
Skills
Fundraising, Community Outreach, Project Management, Strategic Planning, Leadership, Public Speaking, Management, Team Building, Budgets, Grants, Customer Service, Program Management, Nonprofits, Higher Education, Economic Development, Social Media, Networking, Government
Education
Harvard University Institute for Educational Management
University of Connecticut
MBA
Western Connecticut State University
Bachelor Business Administration
New England Aeronautical Institute
Associate of Science
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Bank of America 2003 - Present
artworks 2007 - 2008
Fleet Bank 1997 - 2002
BankBoston 1994 - 2001
Education
University of Massachusetts Dartmouth
Robert Half Management Resources July 2006 - Present
Winchester MA Planning Board 2013 - 2014
Resources Global Professionals 2010 - 2011
Market america 2008 - 2011
Town of Winchester 1999 - 2011
BankBoston 1989 - 2000
Asian American Bank 1982 - 1985
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, SEC filings, Accounting, Corporate Finance, Internal Audit, Consolidation, Sarbanes-Oxley, Internal Controls, Financial Services, Auditing, Banking, Finance, Financial Modeling, GAAP, General Ledger, Managerial Finance, Risk Management, Strategic Financial..., US GAAP
Education
Bentley University 1983 — 1986
Master of sciences in accountacy, Accounting and Finance
University of Michigan 1969 — 1973
BA, French, Russian
IAA
Morgan Stanley August 2015 - Present
RBC October 2012 - August 2015
Merrill Lynch March 2011 - October 2012
Merrill Lynch February 2008 - March 2011
Merrill Lynch June 2004 - February 2008
BankBoston January 2000 - May 2004
Education
Instituto de Estudios Empresariales de Montevideo 2000 — 2001
MBA, Business Administration
Universidad de la República 1992 — 1999
Bachelor, Accountant
Christians Brothers 1979 — 1991
High School
Malleret Designs 2002 - Present
Dell 1998 - 2000
Harvard Business School Executive Education 1997 - 1998
BankBoston 1993 - 1997
Skills
Event Management, Event Planning, Weddings, Corporate Events, Marketing, Social Media Marketing, Parties, Wedding Planning, Strategic Planning, Floral Design, Private Events, Leadership, Social Media, Trade Shows, Receptions, Birthdays, Marketing Strategy, Customer Service, Sales Operations, Celebrations, Retail, Public Relations, New Business Development, Sales, Management, Bridal Showers, Online Advertising, Account Management, Business Strategy, Social Networking, Galas, Anniversaries, Baby Showers, Flower Arrangements, Holidays, Small Business, Budgets, Event Producing, Advertising, Entreprenuer, Creative Services, Creative Strategy
Education
Universidad del Salvador 1987 — 1993
Business Administration, Business Administration and Management, General
Gables Riches Inc. December 2013 - Present
UNIDAD of Miami Beach September 2009 - July 2012
United Family Credit Union February 2004 - October 2008
BankBoston January 2000 - February 2004
Bamerindus Group + Seguros Rivadavia June 1997 - January 2000
HSBC April 1994 - June 1997
Citi July 1990 - April 1994
IOSE January 1989 - July 1990
Warner Bros. Entertainment Group of Companies November 1987 - January 1989
Skills
Accounting, Training, Coaching, Marketing, Strategic Planning, Auditing, Nonprofits, Management, Leadership, Public Speaking, English
Education
Universidad de Belgrano 1981 — 1988
Bachelor, Business Administration & Accounting
Jewish Family & Children's Service October 2012 - Present
Society of Arts and Crafts 2010 - March 2015
Jewish Family and Children's Services January 2011 - June 2012
Jewish Family & Children's Service January 2011 - June 2011
Creative and Community Pursuit 2003 - 2008
Tena Lindenauer LLC 2000 - 2002
BankBoston 1983 - 2000
Skills
Strategic Planning, Finance, Business Strategy, Team Management, Non-profits, Nonprofits, Program Management, Strategy, Management, Banking, Leadership
Education
Simmons School of Social Work 2008 — 2009
Social Work
University of Michigan 1979 — 1983
BA, Economics and Political Science
Greenhills School 1974 — 1978
Bank Rhode Island July 2008 - Present
BankBoston 1998 - 2000
Education
University of Rhode Island 1981 — 1985
BS, Political Science
Henkel November 2014 - Present
Henkel 2003 - 2014
American Savings 2000 - 2003
BankBoston 1996 - 2000
Aetna Life & Casualty 1986 - 1996
Skills
Internal Communications, Marketing Communications, Web Content, Public Relations, Editing, Advertising, Marketing, Corporate Communications, Social Media, Newsletters, Press Releases, Editorial, Strategy, Creative Direction, Strategic Communications, Media Relations, Management, Writing, Copywriting, Copy Editing, Proofreading
Education
University of Hartford
BA
Fidelity 2000 - 2001
Fleet Bank 1999 - 2000
State Street 1998 - 1999
BankBoston 1989 - 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Onboarding
Education
University of Massachusetts Lowell 2008 — 2011
BLA, English and History
City of Worcester January 2000 - July 2003
BankBoston 1994 - 2000
Skills
Real Estate Economics, Appraisals, Real Estate, Commercial Lending, Commercial Real Estate, Loans, Valuation, Investment Properties, Mortgage Lending, Disposition, Due Diligence, Real Estate Development, Investments, Asset Management, Corporate Real Estate, Leases, Credit, Real Estate Transactions, Location Intelligence
Education
University of South Florida 1981 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Monsignor Farrell HS Staten Island NY 1975 — 1979
Travelers 2007 - Present
Travelers 1999 - 2007
BankBoston 1995 - 1999
Skills
SDLC, Quality Center, Insurance, Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Requirements Gathering, Business Process, Waterfall
Education
University of Maine
B.S., Agriculture and Resource Economics
Standard Chartered Bank October 2012 - Present
Standard Chartered Bank, New York May 2010 - September 2012
Standard Chartered Bank May 2005 - May 2010
BankBoston July 1999 - February 2005
Skills
Loan Origination, Banking, Corporate Finance, Capital Markets, Derivatives, Credit, Project Finance, Structured Finance, Trade Finance, Financial Structuring, Client Coverage, Syndications, Latin America, Credit Analysis, Investment Banking, Commercial Banking, Credit Risk, Financial Analysis, Emerging Markets, Financial Modeling, Fixed Income, Portfolio Management, Valuation
Education
Universidad de Los Andes 2004 — 2005
Masters, Finance
Colegio de Estudios Superiores de Administracion 1995 — 1999
Business Administration
Self Employed November 2014 - Present
Smartbooks, Corporation April 2012 - November 2014
roger loyer contracting September 2001 - September 2013
Fleet Bank May 1999 - June 2001
BankBoston June 1998 - June 1999
Skills
Construction, Residential, Strategic Planning, Small Business, Real Estate, Customer Relations, Online Marketing, Web Design, Quickbooks, Accounting, Business Planning, CRM, Customer Service, Financial Reporting, Microsoft Excel, QuickBooks, Team Building
Education
University of Denver 1978 — 1979
MBA, Finance
University of Rochester 1968 — 1972
BA, Economics
Bank of America March 2006 - February 2008
BankBoston February 1976 - February 2008
Sovereignbank January 2002 - February 2006
BankBoston 1976 - 1998
BankBoston 1976 - 1998
Education
University of Massachusetts Boston 1978 — 1980
Business
The Cooperative Bank of Cape Cod July 2008 - Present
Falmouth National Bank August 1990 - November 1992
BankBoston 1985 - 1990
Skills
Banker's Toolbox CBP, Compliance Regulations, Financial Regulation, USA PATRIOT Act, Commercial Lending, Bank Secrecy Act, Anti Money Laundering, OFAC, Appraisal Regulations, Credit, Loans, Banking, AML, Portfolio Management, Commercial Banking, Financial Institutions, Retail Banking, Consumer Lending, Risk Management, Credit Analysis
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Business Administration
University of Phoenix 2006 — 2008
Associate of Arts (A.A.), Accounting
BankFive May 1999 - Present
BankBoston May 1992 - May 1999
Education
UMass Dartmouth 1984 — 1988
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Middlesex Savings Bank August 2011 - Present
Metro Credit Union 2007 - 2011
Fleet Bank 1999 - 2004
BankBoston 1993 - 1999
Multibank Financial Corporation 1983 - 1993
Skills
Commercial Lending, Small Business Lending, Financial Services, Loans, Banking, Portfolio Management, Cash Management, Branch Management, Business Development, Retail Banking, Credit, Commercial Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Loan Origination, Underwriting, Credit Risk, Finance, Credit Analysis, Consumer Lending
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
Merrill Lynch January 2014 - Present
Fabrizio Construction September 2012 - January 2014
Roberts Roost Baked Goods April 2008 - May 2010
BankBoston May 1995 - March 2000
BankBoston February 1994 - May 1995
Bank of Boston July 1990 - February 1994
Skills
Project Management, Process Management, Customer-focused Service, Written & Oral..., Staffing Coordination, staffing analysis, ADP Payroll, Communication Skills, SurveyMonkey, Survey Design, Invoice Processing, Software Evaluations, Profitability Tracking, Financial Analysis, Cross-functional Team..., Cross-functional..., Issues Managment, Risk Analysis
Education
Boston University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of San Diego 1986 — 1987
International Business
Locke Lord LLP August 2005 - Present
Investor's Bank & Trust July 2002 - August 2005
Greater Boston Legal Services October 2001 - May 2002
Workers’ Compensation Rating & Inspection Bureaus of MA June 1999 - August 1999
BankBoston July 1998 - August 1998
BankBoston July 1997 - August 1997
Title IX Advocacy Project February 1997 - June 1997
Oak Street Youth Center June 1996 - July 1996
Skills
Elite, CMS, Aderant, SEI, FileNet, Prebill Manager, DeskSite
Education
University of Massachusetts Boston 1999 — 2002
Bachelor of Arts (BA), Social Psychology, HONORS: Dean’s List, Cum Laude, GPA 3.5/4.0
Wheelock College 1998 — 1999
BankBoston 1987 - 2001
Bank of Boston 1987 - 2001
Education
University of Massachusetts, Amherst
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. April 2013 - January 2014
Trinity Repertory Company May 2003 - June 2012
BankBoston January 1990 - November 2000
Education
University of Rhode Island - College of Business Administration
Bachelor of Science, Marketing Management