BankBoston, N.A.
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BankBoston, N.A. Employees
Employee
Years
Job
Industry
Martín Randado Martín Randado's BankBoston, N.A. Experience June 2003 - June 2006
Job Regional performance analysis and business development
Industry Financial Services
Experience
Sto Corp. June 2015 - Present
Bank of America March 2015 - May 2015
Industrial and Commercial Bank of China (Argentina) S.A. April 2013 - August 2014
Standard Bank February 2010 - April 2013
Standard Bank June 2006 - April 2010
BankBoston NA June 2003 - June 2006
BankBoston NA March 1999 - June 2003
Skills
Banking, Credit Analysis, Financial Analysis, Credit Risk, Corporate Finance, Credit, Financial Modeling, Valuation, Commercial Banking, Investments, Business Relationship..., Trade Finance, Documentary Collections, Trade Operations, FX Operations, Commercial Cards, Cash Management, Remote Deposit Capture, Credit Monitoring, Equipment Loans, Revolving Lines of..., Covenant Compliance, Installment Loans, Collection Strategy, Customer Risk, Credit Negotiations, Credit Evaluation, Third Party Collections, International..., Cash Flow Lending, Asset Backed Lending, Reporting & Analysis, Loan Pricing, Loan Origination, Originating, Buyers Credit, Cashiers, Cash-handling, Bill Processing, Customer Service, Complaint Management, Loans, Money, Payments, Anti Money Laundering, Financial Institutions, Financial Services, Credit Cards, Commercial Card, Corporate Card
Education
Centro Universitario de Idiomas 2006 — 2007
Portuguese
Universidad de Buenos Aires 1997 — 2005
Business Administration degree, Business, Management, Marketing, and Related Support Services
Instituto Cultural Britanico 1996 — 2000
First Certificate of English, Ingles
Sto Corp. June 2015 - Present
Bank of America March 2015 - May 2015
Industrial and Commercial Bank of China (Argentina) S.A. April 2013 - August 2014
Standard Bank February 2010 - April 2013
Standard Bank June 2006 - April 2010
BankBoston NA June 2003 - June 2006
BankBoston NA March 1999 - June 2003
Skills
Banking, Credit Analysis, Financial Analysis, Credit Risk, Corporate Finance, Credit, Financial Modeling, Valuation, Commercial Banking, Investments, Business Relationship..., Trade Finance, Documentary Collections, Trade Operations, FX Operations, Commercial Cards, Cash Management, Remote Deposit Capture, Credit Monitoring, Equipment Loans, Revolving Lines of..., Covenant Compliance, Installment Loans, Collection Strategy, Customer Risk, Credit Negotiations, Credit Evaluation, Third Party Collections, International..., Cash Flow Lending, Asset Backed Lending, Reporting & Analysis, Loan Pricing, Loan Origination, Originating, Buyers Credit, Cashiers, Cash-handling, Bill Processing, Customer Service, Complaint Management, Loans, Money, Payments, Anti Money Laundering, Financial Institutions, Financial Services, Credit Cards, Commercial Card, Corporate Card
Education
Centro Universitario de Idiomas 2006 — 2007
Portuguese
Universidad de Buenos Aires 1997 — 2005
Business Administration degree, Business, Management, Marketing, and Related Support Services
Instituto Cultural Britanico 1996 — 2000
First Certificate of English, Ingles
Roger Arsham Roger Arsham's BankBoston, N.A. Experience 1998 - 1999
Job SVP & LPO Manager Bank Hapoalim
Industry Banking
Experience
Bank Hapoalim July 2014 - Present
Gibraltar Private Bank & Trust November 2013 - June 2014
IDB Bank 2008 - 2013
LaSalle Bank 1999 - 2008
BankBoston, N.A. 1998 - 1999
Sumitomo Bank 1984 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Loans, Credit, Banking, Portfolio Management, Credit Risk, Capital Markets, Small Business Lending, Treasury Management, Middle Market, Underwriting, Financial Risk, Loan Origination, Lines Of Credit, Commercial Mortgages, Structured Finance, Financial Structuring, Syndications, Private Banking, Trade Finance, Cash Management, Cash Flow Lending, Investment Banking, Cross Selling, Mortgage Lending, Retail Banking, Corporate Finance, Funding, Financial Institutions, Wealth Management, AML
Education
American University - Kogod School of Business
MBA, Finance
Miami University
BS, Economics
Bank Hapoalim July 2014 - Present
Gibraltar Private Bank & Trust November 2013 - June 2014
IDB Bank 2008 - 2013
LaSalle Bank 1999 - 2008
BankBoston, N.A. 1998 - 1999
Sumitomo Bank 1984 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Loans, Credit, Banking, Portfolio Management, Credit Risk, Capital Markets, Small Business Lending, Treasury Management, Middle Market, Underwriting, Financial Risk, Loan Origination, Lines Of Credit, Commercial Mortgages, Structured Finance, Financial Structuring, Syndications, Private Banking, Trade Finance, Cash Management, Cash Flow Lending, Investment Banking, Cross Selling, Mortgage Lending, Retail Banking, Corporate Finance, Funding, Financial Institutions, Wealth Management, AML
Education
American University - Kogod School of Business
MBA, Finance
Miami University
BS, Economics
Kevin Cullinan Kevin Cullinan's BankBoston, N.A. Experience 1997 - 2000
Job Vice President at Carroll Enterprises, Inc.
Industry Financial Services
Experience
Carroll Enterprises, Inc. January 2001 - Present
BankBoston, N.A. 1997 - 2000
Paul Revere Insurance Group 1990 - 1997
John Hancock Financial Services 1984 - 1989
Commercial Union Assurance Group 1982 - 1984
Skills
Executive Management,..., Insurance, Investments, Corporate Finance, Banking, Strategic Planning, Strategy, Program Management, Risk Management, Fixed Income, Financial Analysis, Vendor Management, Leadership, Mergers & Acquisitions, Management Consulting, Process Improvement, Business Process..., Management, Finance
Education
Boston University 1975 — 1977
MBA
Boston University 1972 — 1975
BA English Language & Literature
Carroll Enterprises, Inc. January 2001 - Present
BankBoston, N.A. 1997 - 2000
Paul Revere Insurance Group 1990 - 1997
John Hancock Financial Services 1984 - 1989
Commercial Union Assurance Group 1982 - 1984
Skills
Executive Management,..., Insurance, Investments, Corporate Finance, Banking, Strategic Planning, Strategy, Program Management, Risk Management, Fixed Income, Financial Analysis, Vendor Management, Leadership, Mergers & Acquisitions, Management Consulting, Process Improvement, Business Process..., Management, Finance
Education
Boston University 1975 — 1977
MBA
Boston University 1972 — 1975
BA English Language & Literature
Peter Solomon Peter Solomon's BankBoston, N.A. Experience 1995 - 1998
Job New England Sales & Marketing at AccuCOMP USA, LLC
Industry Insurance
Experience
AccuCOMP USA, LLC March 2005 - Present
Vorlage Ski Club, Inc. July 2005 - Present
Wellesley Cancer Prevention Project 2004 - 2010
Cathay Bank July 2002 - September 2005
SoloPack, LLC July 1998 - May 2002
BankBoston, NA 1995 - 1998
Clean Harbors Environmental Services January 1993 - September 1994
Scudder, Stevens & Clark, Ltd September 1987 - October 1989
Skills
Investments, Customer Service, Portfolio Management, Relationship Management, Non-profit Leadership, Financial Reporting, Finance, Sales, Financial Analysis, Cost Savings, Public Speaking, Business Strategy, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA, Entrepreneurship/Finance
Colby College 1982 — 1986
BA
Fox Lane High School 1978 — 1982
AccuCOMP USA, LLC March 2005 - Present
Vorlage Ski Club, Inc. July 2005 - Present
Wellesley Cancer Prevention Project 2004 - 2010
Cathay Bank July 2002 - September 2005
SoloPack, LLC July 1998 - May 2002
BankBoston, NA 1995 - 1998
Clean Harbors Environmental Services January 1993 - September 1994
Scudder, Stevens & Clark, Ltd September 1987 - October 1989
Skills
Investments, Customer Service, Portfolio Management, Relationship Management, Non-profit Leadership, Financial Reporting, Finance, Sales, Financial Analysis, Cost Savings, Public Speaking, Business Strategy, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA, Entrepreneurship/Finance
Colby College 1982 — 1986
BA
Fox Lane High School 1978 — 1982
Patrick Stevens Patrick Stevens's BankBoston, N.A. Experience March 1996 - February 2000
Job CFO at Kaleidoscope Capital
Industry Financial Services
Experience
Kaleidoscope Capital April 2015 - Present
PanAgora Asset Management July 2014 - April 2015
Galt Investment Management LLC September 2012 - June 2014
Seawall Capital Management, LLC 2009 - 2012
OneWorld Investments, LP 2000 - 2009
BankBoston, N.A. March 1996 - February 2000
Lehman Brothers September 1993 - March 1996
Skills
Banking, Financial Analysis, Process Improvement, Operations Management, Finance, Risk Management, Back Office, Bloomberg, Valuation, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Equities
Education
Adelphi University 1990 — 1992
Master of Arts (MA)
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Kaleidoscope Capital April 2015 - Present
PanAgora Asset Management July 2014 - April 2015
Galt Investment Management LLC September 2012 - June 2014
Seawall Capital Management, LLC 2009 - 2012
OneWorld Investments, LP 2000 - 2009
BankBoston, N.A. March 1996 - February 2000
Lehman Brothers September 1993 - March 1996
Skills
Banking, Financial Analysis, Process Improvement, Operations Management, Finance, Risk Management, Back Office, Bloomberg, Valuation, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Equities
Education
Adelphi University 1990 — 1992
Master of Arts (MA)
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Sandra Allen Sandra Allen's BankBoston, N.A. Experience September 1994 - July 1999
Job Vice President / Chief Operating Officer at DASECO Electrical, LLC
Industry Construction
Experience
DASECO Electrical, LLC July 2014 - Present
DASECO Generators December 2013 - Present
Lighthouse Networks, Inc. March 2012 - November 2013
Bayside Building, Inc December 2008 - January 2012
Cape Cod Stone, Inc May 2007 - December 2008
Citizens Bank of Massachusetts, Hyannis & Boston, Massachusetts July 1999 - May 2007
BankBoston, NA September 1994 - July 1999
Fleet Bank April 1991 - September 1994
Skills
Excel, Word, Accounts Receivable, Accounts Payable, Payroll, Outlook, Financial Reporting, Credit, PowerPoint, Problem Solving, Banking, Quickbooks, Customer Service, Microsoft Office, General Ledger, Cash Flow, Invoicing, Financial Analysis, Accounting, Budgeting, Compliance, Administration, Healthcare, Budgets, Commercial Lending, Loans, Software Documentation, Microsoft Excel, Management, Microsoft Word
Education
University of Phoenix 2009 — 2011
BA, Health Care Administration ~ Long Term Care
Stonehill College 1992 — 1995
Business Management
University of New Hampshire 1988 — 1990
Liberal Arts
Massabesic High School 1984 — 1988
DASECO Electrical, LLC July 2014 - Present
DASECO Generators December 2013 - Present
Lighthouse Networks, Inc. March 2012 - November 2013
Bayside Building, Inc December 2008 - January 2012
Cape Cod Stone, Inc May 2007 - December 2008
Citizens Bank of Massachusetts, Hyannis & Boston, Massachusetts July 1999 - May 2007
BankBoston, NA September 1994 - July 1999
Fleet Bank April 1991 - September 1994
Skills
Excel, Word, Accounts Receivable, Accounts Payable, Payroll, Outlook, Financial Reporting, Credit, PowerPoint, Problem Solving, Banking, Quickbooks, Customer Service, Microsoft Office, General Ledger, Cash Flow, Invoicing, Financial Analysis, Accounting, Budgeting, Compliance, Administration, Healthcare, Budgets, Commercial Lending, Loans, Software Documentation, Microsoft Excel, Management, Microsoft Word
Education
University of Phoenix 2009 — 2011
BA, Health Care Administration ~ Long Term Care
Stonehill College 1992 — 1995
Business Management
University of New Hampshire 1988 — 1990
Liberal Arts
Massabesic High School 1984 — 1988
Juan Ignacio Quesada Juan Ignacio Quesada's BankBoston, N.A. Experience February 1998 - January 1999
Job Services Architect at CA Technologies
Industry Computer Software
Experience
CA Technologies February 2012 - Present
CIGNA Healthcare May 2011 - January 2012
Mastech Inc. January 2011 - April 2011
NeoSecure March 2008 - October 2009
Oracle Argentina December 2005 - March 2008
CA Technologies February 1999 - November 2005
BankBoston NA February 1998 - January 1999
IBM Argentina March 1995 - January 1998
SISTEMAS ESTRATEGICOS S.A. February 1994 - August 1994
Skills
Technical Presales, Technical Training, Solution Architecture, Project Implementation, Project Coordination, Identity Management, Pre-sales, Sales Engineering, Unix, Security, Architecture, Linux, IT Service Management, Solaris, IT Management, Integration, Data Center, IT Strategy, Enterprise Architecture, Information Security, Databases, Operating Systems
Education
Universidad del Salvador 1998 — 2002
BS, Information Systems
University of Buenos Aires 1990 — 1997
Colegio San Miguel 1988 — 1989
Bachiller
Colegio San Agustin 1978 — 1987
CA Technologies February 2012 - Present
CIGNA Healthcare May 2011 - January 2012
Mastech Inc. January 2011 - April 2011
NeoSecure March 2008 - October 2009
Oracle Argentina December 2005 - March 2008
CA Technologies February 1999 - November 2005
BankBoston NA February 1998 - January 1999
IBM Argentina March 1995 - January 1998
SISTEMAS ESTRATEGICOS S.A. February 1994 - August 1994
Skills
Technical Presales, Technical Training, Solution Architecture, Project Implementation, Project Coordination, Identity Management, Pre-sales, Sales Engineering, Unix, Security, Architecture, Linux, IT Service Management, Solaris, IT Management, Integration, Data Center, IT Strategy, Enterprise Architecture, Information Security, Databases, Operating Systems
Education
Universidad del Salvador 1998 — 2002
BS, Information Systems
University of Buenos Aires 1990 — 1997
Colegio San Miguel 1988 — 1989
Bachiller
Colegio San Agustin 1978 — 1987
Lina Tran's BankBoston, N.A. Experience 1997 - 1998
Job Vietnamese Interpreter at Baystate Interpreters, Inc.
Industry Management Consulting
Experience
Baystate Interpreters, Inc. January 2013 - Present
Thuan Loi Restaurant June 2013 - December 2013
Computer Sciences Corporation September 2005 - June 2013
Morgan Memorial Goodwill Industries July 2004 - September 2005
Morgan Memorial Goodwill Industries July 2004 - September 2005
Arthur Blank & Co. May 2004 - June 2004
Kmart Corporation 2002 - 2004
Harmon Law Offices, P.C. 1998 - 2002
BankBoston, N.A. 1997 - 1998
Beth Israel Deaconess Medical Center September 1996 - December 1996
Skills
Account Reconciliation, Accounts Payable, SAP, SAP Applications, Lotus..., Visual Manufacturing,..., Word Processing,..., Microsoft Word & Excel,..., Microsoft PowerPoint,..., Budgets, Accounting, Management, Payroll, Cash Flow, Financial Statements, Journal Entries, Variance Analysis, Analysis
Education
Emmanuel College 1993 — 1997
Bachelor of Science (B.S.), Accounting
Baystate Interpreters, Inc. January 2013 - Present
Thuan Loi Restaurant June 2013 - December 2013
Computer Sciences Corporation September 2005 - June 2013
Morgan Memorial Goodwill Industries July 2004 - September 2005
Morgan Memorial Goodwill Industries July 2004 - September 2005
Arthur Blank & Co. May 2004 - June 2004
Kmart Corporation 2002 - 2004
Harmon Law Offices, P.C. 1998 - 2002
BankBoston, N.A. 1997 - 1998
Beth Israel Deaconess Medical Center September 1996 - December 1996
Skills
Account Reconciliation, Accounts Payable, SAP, SAP Applications, Lotus..., Visual Manufacturing,..., Word Processing,..., Microsoft Word & Excel,..., Microsoft PowerPoint,..., Budgets, Accounting, Management, Payroll, Cash Flow, Financial Statements, Journal Entries, Variance Analysis, Analysis
Education
Emmanuel College 1993 — 1997
Bachelor of Science (B.S.), Accounting
Don Besch's BankBoston, N.A. Experience June 1981 - October 1999
Job Managing Director, Corporate & Investment Banking at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 1999 - Present
BankBoston, N.A. June 1981 - October 1999
Education
Boston University Graduate School of Management
M.B.A.
University of Kentucky
B.A.
SunTrust Robinson Humphrey November 1999 - Present
BankBoston, N.A. June 1981 - October 1999
Education
Boston University Graduate School of Management
M.B.A.
University of Kentucky
B.A.
John Amuzzini John Amuzzini's BankBoston, N.A. Experience 1987 - 2000
Job Global Trade Finance Professional
Industry Banking
Experience
Santander Bank, N.A. November 2012 - Present
TD Bank, N.A. 2006 - 2011
State Street Corporation 2000 - 2006
BankBoston, N.A. 1987 - 2000
Office Specialists 1979 - 1987
Skills
Outstanding Customer..., Documentation Analysis, Attention To Detail, Team Oriented, Independent Thinker, Issues Resolution, Procedure Development, Sound Judgment, Invoice Processing, Customer Service, Team-oriented, Analysis
Education
Middlebury College 1975 — 1976
MA, French
University of Massachusetts, Amherst 1971 — 1975
BA, French
Boston Latin
Santander Bank, N.A. November 2012 - Present
TD Bank, N.A. 2006 - 2011
State Street Corporation 2000 - 2006
BankBoston, N.A. 1987 - 2000
Office Specialists 1979 - 1987
Skills
Outstanding Customer..., Documentation Analysis, Attention To Detail, Team Oriented, Independent Thinker, Issues Resolution, Procedure Development, Sound Judgment, Invoice Processing, Customer Service, Team-oriented, Analysis
Education
Middlebury College 1975 — 1976
MA, French
University of Massachusetts, Amherst 1971 — 1975
BA, French
Boston Latin
Deb Finnegan, CFP®'s BankBoston, N.A. Experience 1990 - 1999
Job
Industry Financial Services
Experience
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Sam Zuvekas's BankBoston, N.A. Experience 1995 - 1999
Job Senior Manager, IT Security/Compliance at NRG Energy
Industry Oil & Energy
Experience
NRG Energy June 2014 - Present
Edison Mission Marketing and Trading June 2009 - June 2014
Edison Mission Marketing and Trading June 2007 - June 2009
Edison Mission Marketing & Trading January 2005 - June 2007
Edison Mission Marketing and Trading July 2002 - January 2005
KPMG 1999 - 2001
BankBoston, NA 1995 - 1999
Skills
Business Analysis, Project Management, Risk Management, Commodity, Energy, Business Process..., Business Intelligence, Change Management, Program Management, Process Improvement, Strategic Planning, Natural Gas, Project Planning, Business Strategy, Commodity Markets, IT Strategy, IT Management, Financial Modeling, Disaster Recovery, Management, Energy Markets, Electricity Markets, Business Process, Project Portfolio..., Integration, Vendor Management, Governance, Analysis, SAP, ERP, Mergers & Acquisitions, Visio, SDLC, Strategy
Education
Hobart and William Smith Colleges 1989 — 1993
Bachelor of Arts (B.A.), Political Science
NRG Energy June 2014 - Present
Edison Mission Marketing and Trading June 2009 - June 2014
Edison Mission Marketing and Trading June 2007 - June 2009
Edison Mission Marketing & Trading January 2005 - June 2007
Edison Mission Marketing and Trading July 2002 - January 2005
KPMG 1999 - 2001
BankBoston, NA 1995 - 1999
Skills
Business Analysis, Project Management, Risk Management, Commodity, Energy, Business Process..., Business Intelligence, Change Management, Program Management, Process Improvement, Strategic Planning, Natural Gas, Project Planning, Business Strategy, Commodity Markets, IT Strategy, IT Management, Financial Modeling, Disaster Recovery, Management, Energy Markets, Electricity Markets, Business Process, Project Portfolio..., Integration, Vendor Management, Governance, Analysis, SAP, ERP, Mergers & Acquisitions, Visio, SDLC, Strategy
Education
Hobart and William Smith Colleges 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Philipp Daal's BankBoston, N.A. Experience 1997 - 2001
Job Comm'l Project Manager at Santander
Industry Banking
Experience
Sovereign Santander July 2006 - Present
Sovereign Bank July 2006 - August 2007
American Academy of Arts & Sciences 2003 - 2006
FleetBoston Financial 2001 - 2003
BankBoston, N.A. 1997 - 2001
Copley Plaza Hotel 1990 - 1993
Skills
Languages, Database Management, Analysis, Cash Management, Commercial Banking, Banking, Risk Management, Business Development, Portfolio Management, Financial Analysis, Retail Banking, Database Admin, Finance, Strategy, Loans, Credit, Management
Education
American Institute for Advanced Finance
Certificate of Completion, Fundamentals of Financial Mgt, Financial Stmt Analysis, Investment Analysis, Portfolio Mgmt
Maerlant Lyceum
Atheneum, Languages & General Ed.
Santa Barbara City College
A.A., Hotel, Restaurant & Culinary Arts
University of California, Santa Barbara
University of Nevada-Las Vegas - College of Business
Bachelor of Science, Hotel & Business Administration
Université de Lausanne
Specialized Studies, Hospitality
Sovereign Santander July 2006 - Present
Sovereign Bank July 2006 - August 2007
American Academy of Arts & Sciences 2003 - 2006
FleetBoston Financial 2001 - 2003
BankBoston, N.A. 1997 - 2001
Copley Plaza Hotel 1990 - 1993
Skills
Languages, Database Management, Analysis, Cash Management, Commercial Banking, Banking, Risk Management, Business Development, Portfolio Management, Financial Analysis, Retail Banking, Database Admin, Finance, Strategy, Loans, Credit, Management
Education
American Institute for Advanced Finance
Certificate of Completion, Fundamentals of Financial Mgt, Financial Stmt Analysis, Investment Analysis, Portfolio Mgmt
Maerlant Lyceum
Atheneum, Languages & General Ed.
Santa Barbara City College
A.A., Hotel, Restaurant & Culinary Arts
University of California, Santa Barbara
University of Nevada-Las Vegas - College of Business
Bachelor of Science, Hotel & Business Administration
Université de Lausanne
Specialized Studies, Hospitality
Walter Marullo's BankBoston, N.A. Experience September 1996 - September 2000
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
Kevin Malone's BankBoston, N.A. Experience 1981 - 2002
Job Market President at TD Bank NA
Industry Banking
Experience
TD Bank NA January 2012 - Present
TD Bank NA 2002 - Present
Barclays Capital January 2000 - March 2003
BankBoston, NA 1981 - 2002
ABN AMRO 1998 - 2000
Bank of Boston 1981 - 1998
Skills
Commercial Lending, Business Strategy, Commercial Banking, Credit, Asset Based Lending, Banking, Credit Analysis, Credit Risk, Loans, Portfolio Management, Middle Market, Capital Markets, Retail Banking, Risk Management, Cash Management, Financial Analysis, Loan Origination
Education
University of Massachusetts Boston 1977 — 1981
Bachelor of Science (BS), Economics/Finance
Boston College High 1973 — 1977
TD Bank NA January 2012 - Present
TD Bank NA 2002 - Present
Barclays Capital January 2000 - March 2003
BankBoston, NA 1981 - 2002
ABN AMRO 1998 - 2000
Bank of Boston 1981 - 1998
Skills
Commercial Lending, Business Strategy, Commercial Banking, Credit, Asset Based Lending, Banking, Credit Analysis, Credit Risk, Loans, Portfolio Management, Middle Market, Capital Markets, Retail Banking, Risk Management, Cash Management, Financial Analysis, Loan Origination
Education
University of Massachusetts Boston 1977 — 1981
Bachelor of Science (BS), Economics/Finance
Boston College High 1973 — 1977
William Ricci's BankBoston, N.A. Experience May 1997 - March 2000
Job Provider Relations at Blue Cross & Blue Shield of Rhode Island
Industry Insurance
Experience
Blue Cross & Blue Shield of Rhode Island April 2014 - Present
WaterFire Providence August 1998 - Present
RAS, Inc. March 2011 - March 2014
Kernan "Kerry" King for RI General Treasurer June 2010 - November 2010
NEST, Inc. February 2007 - June 2010
RAS, Inc. January 2004 - February 2007
Sovereign Bank March 2000 - January 2004
BankBoston, NA May 1997 - March 2000
Skills
Political Science, Fundraising, Public Speaking, Political Campaigns, Non-profits, Politics, Grassroots Organizing, Legislative Relations, Community Outreach, Policy, Public Policy, Volunteer Management, Public Relations, Political Consulting, Strategic Communications, Speech Writing, Government, Blogging, Crisis Communications, Community Organizing, Nonprofits, International Relations, Political Communication, Coalitions, Public Affairs, Event Planning, Social Media, Community Development, Press Releases, Policy Analysis, Media Relations
Education
Roger Williams University
Western Governors University
B.S. in Business Management
Blue Cross & Blue Shield of Rhode Island April 2014 - Present
WaterFire Providence August 1998 - Present
RAS, Inc. March 2011 - March 2014
Kernan "Kerry" King for RI General Treasurer June 2010 - November 2010
NEST, Inc. February 2007 - June 2010
RAS, Inc. January 2004 - February 2007
Sovereign Bank March 2000 - January 2004
BankBoston, NA May 1997 - March 2000
Skills
Political Science, Fundraising, Public Speaking, Political Campaigns, Non-profits, Politics, Grassroots Organizing, Legislative Relations, Community Outreach, Policy, Public Policy, Volunteer Management, Public Relations, Political Consulting, Strategic Communications, Speech Writing, Government, Blogging, Crisis Communications, Community Organizing, Nonprofits, International Relations, Political Communication, Coalitions, Public Affairs, Event Planning, Social Media, Community Development, Press Releases, Policy Analysis, Media Relations
Education
Roger Williams University
Western Governors University
B.S. in Business Management
Cindy Woodley's BankBoston, N.A. Experience June 1994 - April 2001
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
BankBoston, N.A. June 1994 - April 2001
Education
Bay State College 1980 — 1982
Associate's Degree, Business Administration and Management, General
BankBoston, N.A. June 1994 - April 2001
Education
Bay State College 1980 — 1982
Associate's Degree, Business Administration and Management, General
Daniel Klasnick's BankBoston, N.A. Experience May 1996 - March 1999
Job Partner at Duval & Klasnick LLC
Industry Law Practice
Experience
Duval & Klasnick LLC January 2009 - Present
Nextel Communications March 1999 - September 2002
BankBoston, NA May 1996 - March 1999
Education
New England School of Law 1992 — 1995
Juris Doctor, Law
Duval & Klasnick LLC January 2009 - Present
Nextel Communications March 1999 - September 2002
BankBoston, NA May 1996 - March 1999
Education
New England School of Law 1992 — 1995
Juris Doctor, Law
Martha Pulrang's BankBoston, N.A. Experience October 1997 - April 2000
Job Professional CSR
Industry Consumer Services
Experience
FCZ Designs August 2011 - Present
Minuteman International/Achla Designs October 2011 - March 2012
Minuteman Int October 2011 - March 2012
Minuteman International/Achla Designs October 2011 - March 2012
Small Business Service Bureau February 2010 - October 2011
Carrol Enterprises February 2010 - September 2011
IClub February 2003 - September 2009
Harvard Business School Publishing November 2000 - January 2003
AtBank.com April 2000 - September 2000
BankBoston NA October 1997 - April 2000
Skills
Customer Service, Microsoft Excel, Customer Retention, Sales, Project Management, Databases, Data Analysis, Customer Support, Outlook, CSS, Access, Technical Support, Microsoft Office, Budgets, Mac
Education
Massasoit Community College 1989 — 1991
Associate, Business Management
FCZ Designs August 2011 - Present
Minuteman International/Achla Designs October 2011 - March 2012
Minuteman Int October 2011 - March 2012
Minuteman International/Achla Designs October 2011 - March 2012
Small Business Service Bureau February 2010 - October 2011
Carrol Enterprises February 2010 - September 2011
IClub February 2003 - September 2009
Harvard Business School Publishing November 2000 - January 2003
AtBank.com April 2000 - September 2000
BankBoston NA October 1997 - April 2000
Skills
Customer Service, Microsoft Excel, Customer Retention, Sales, Project Management, Databases, Data Analysis, Customer Support, Outlook, CSS, Access, Technical Support, Microsoft Office, Budgets, Mac
Education
Massasoit Community College 1989 — 1991
Associate, Business Management
Lina Tran's BankBoston, N.A. Experience 1997 - 1998
Job Accountant Senior Professional at CSC Consulting Group, Inc.
Industry Accounting
Experience
Computer Sciences Corporation (CSC) Consulting Group, Inc. September 2005 - Present
Morgan Memorial Goodwill Industries, Inc. July 2004 - September 2005
Arthur Blank & Co. May 2004 - June 2004
Kmart Corporation # 3879 October 2002 - April 2004
Harmon Law Offices, P.C. September 1998 - July 2002
BankBoston, N.A. 1997 - 1998
Beth Israel Deaconess Medical Center 1996 - 1996
Skills
SAP FInancials, eTES, Lotus Notes, Wordperfect, SAP Applications, Visual Manufacturing, Paychex, Microsoft Excel, Microsoft Word, SAP, PowerPoint, Outlook, QuickBooks, File Management, Microsoft Office, Accounting, Access, Data Entry, Customer Service, Budget, Inventory Management, Accounts Payable, Accounts Receivable
Education
Emmanuel College 1993 — 1997
Bachelor of Science, Accounting
Our Lady of Nazareth Academy 1989 — 1993
Liberal Arts, Liberal Arts
Computer Sciences Corporation (CSC) Consulting Group, Inc. September 2005 - Present
Morgan Memorial Goodwill Industries, Inc. July 2004 - September 2005
Arthur Blank & Co. May 2004 - June 2004
Kmart Corporation # 3879 October 2002 - April 2004
Harmon Law Offices, P.C. September 1998 - July 2002
BankBoston, N.A. 1997 - 1998
Beth Israel Deaconess Medical Center 1996 - 1996
Skills
SAP FInancials, eTES, Lotus Notes, Wordperfect, SAP Applications, Visual Manufacturing, Paychex, Microsoft Excel, Microsoft Word, SAP, PowerPoint, Outlook, QuickBooks, File Management, Microsoft Office, Accounting, Access, Data Entry, Customer Service, Budget, Inventory Management, Accounts Payable, Accounts Receivable
Education
Emmanuel College 1993 — 1997
Bachelor of Science, Accounting
Our Lady of Nazareth Academy 1989 — 1993
Liberal Arts, Liberal Arts
Catherine A. Kreider's BankBoston, N.A. Experience 1995 - 1996
Job Research and Trading Analyst
Industry Investment Management
Experience
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture