Belmont Savings Bank
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Belmont Savings Bank Employees
Employee
Years
Job
Industry
Jediah A. Perko, CPA Jediah A. Perko, CPA's Belmont Savings Bank Experience May 2011 - September 2012
Job Controller at First Choice America Community Federal Credit Union
Industry Banking
Experience
First Choice America Community Federal Credit Union September 2012 - Present
Belmont Savings Bank May 2011 - September 2012
S.R. Snodgrass, A.C. September 2007 - April 2011
Skills
CPA, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Accounts Payable, Banking, Microsoft Excel, Risk Management, Financial Institutions, Financial Statements, Variance Analysis, Fixed Assets, Cash Management, Financial Audits, Cash Flow, Accruals, Journal Entries, Accounts Receivable, Revenue Recognition
Education
Wheeling Jesuit University 2008 — 2010
Masters, Business Administration
Alderson-Broaddus College 2003 — 2007
BS, Accounting
First Choice America Community Federal Credit Union September 2012 - Present
Belmont Savings Bank May 2011 - September 2012
S.R. Snodgrass, A.C. September 2007 - April 2011
Skills
CPA, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Accounts Payable, Banking, Microsoft Excel, Risk Management, Financial Institutions, Financial Statements, Variance Analysis, Fixed Assets, Cash Management, Financial Audits, Cash Flow, Accruals, Journal Entries, Accounts Receivable, Revenue Recognition
Education
Wheeling Jesuit University 2008 — 2010
Masters, Business Administration
Alderson-Broaddus College 2003 — 2007
BS, Accounting
Jerry Amodeo Jerry Amodeo's Belmont Savings Bank Experience March 2011 - December 2012
Job Vice President of Commercial Lending at East Boston Savings Bank
Industry Banking
Experience
East Boston Savings Bank December 2012 - Present
Belmont Savings Bank March 2011 - December 2012
Citizens Bank September 2004 - March 2011
Fleet Bank July 2001 - September 2004
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Finance, Commercial Banking, Credit, Business Development, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Bonds, Commercial Mortgages, Cash Management, Financial Analysis, Management
Education
Stonehill College 1997 — 2001
Bachelor of Science (B.S.), Finance
Endicott College 2008 — 2010
Master of Business Administration (M.B.A.)
Ridgefield High School 1993 — 1997
East Boston Savings Bank December 2012 - Present
Belmont Savings Bank March 2011 - December 2012
Citizens Bank September 2004 - March 2011
Fleet Bank July 2001 - September 2004
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Finance, Commercial Banking, Credit, Business Development, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Bonds, Commercial Mortgages, Cash Management, Financial Analysis, Management
Education
Stonehill College 1997 — 2001
Bachelor of Science (B.S.), Finance
Endicott College 2008 — 2010
Master of Business Administration (M.B.A.)
Ridgefield High School 1993 — 1997
Cassandra Kacoyanis Cassandra Kacoyanis's Belmont Savings Bank Experience June 2007 - May 2012
Job Order Manager at MicroCAD Training & Consulting
Industry Marketing and Advertising
Experience
MicroCAD Training & Consulting May 2015 - Present
Leader Bank September 2012 - May 2015
CapGen Managemnt May 2012 - September 2012
Massage Envy February 2012 - May 2012
Belmont Savings Bank June 2007 - May 2012
Brother's Pizza & Grille February 2006 - May 2012
Skills
Customer Service, Accounts Payable, Banking, Loans, Sales, Recruiting, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Outlook, Accounting, Retail Banking, Finance, Leadership, FHA, Marketing, Credit, New Business Development, Teamwork
Education
Suffolk University 2008 — 2012
Bachelor's degree, Marketing
Belmont High School 2004 — 2008
High School
MicroCAD Training & Consulting May 2015 - Present
Leader Bank September 2012 - May 2015
CapGen Managemnt May 2012 - September 2012
Massage Envy February 2012 - May 2012
Belmont Savings Bank June 2007 - May 2012
Brother's Pizza & Grille February 2006 - May 2012
Skills
Customer Service, Accounts Payable, Banking, Loans, Sales, Recruiting, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Outlook, Accounting, Retail Banking, Finance, Leadership, FHA, Marketing, Credit, New Business Development, Teamwork
Education
Suffolk University 2008 — 2012
Bachelor's degree, Marketing
Belmont High School 2004 — 2008
High School
Kayla Mokros Kayla Mokros's Belmont Savings Bank Experience April 2012 - October 2012
Job BookkeepingAuditor at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank April 2012 - October 2012
Belmont Savings Bank August 2011 - April 2012
RadioShack November 2007 - August 2011
Skills
Customer Service, Microsoft Excel, Banking, Microsoft Office, Sales, PowerPoint, Microsoft Word, Retail, Photoshop
Education
Belmont Technical College 2008 — 2011
Associate of Applied Science, Web Design/ Interactive Media
Ohio University-Eastern Campus 2007 — 2008
Belmont Savings Bank April 2012 - October 2012
Belmont Savings Bank August 2011 - April 2012
RadioShack November 2007 - August 2011
Skills
Customer Service, Microsoft Excel, Banking, Microsoft Office, Sales, PowerPoint, Microsoft Word, Retail, Photoshop
Education
Belmont Technical College 2008 — 2011
Associate of Applied Science, Web Design/ Interactive Media
Ohio University-Eastern Campus 2007 — 2008
Hal Tovin Hal Tovin's Belmont Savings Bank Experience July 2010 - Present
Job EVP, Chief Operating Officer at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank July 2010 - Present
Merali Group August 2009 - July 2010
Citizens Financial Group, Inc 1995 - 2009
Shawmut National Corporation 1990 - 1995
Tambrands, Inc. 1989 - 1990
Marketing Corporation of America 1985 - 1989
General Mills 1981 - 1985
IBM 1977 - 1979
Skills
Management, Sales Management, Loans, Change Management, Risk Management, Retail Banking, Banking, Customer Service, Consumer Lending, Strategy, Credit Analysis, Credit, Vendor Management, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Coaching, Account Management, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, Commercial Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing, Strategic Planning
Brown University 1973 — 1977
BA, Political Science
Belmont Savings Bank July 2010 - Present
Merali Group August 2009 - July 2010
Citizens Financial Group, Inc 1995 - 2009
Shawmut National Corporation 1990 - 1995
Tambrands, Inc. 1989 - 1990
Marketing Corporation of America 1985 - 1989
General Mills 1981 - 1985
IBM 1977 - 1979
Skills
Management, Sales Management, Loans, Change Management, Risk Management, Retail Banking, Banking, Customer Service, Consumer Lending, Strategy, Credit Analysis, Credit, Vendor Management, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Coaching, Account Management, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, Commercial Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing, Strategic Planning
Brown University 1973 — 1977
BA, Political Science
Hannah Belcher's Belmont Savings Bank Experience March 2014 - February 2015
Job Temporary Human Resources Administrator
Industry Human Resources
Experience
Harvard University July 2015 - Present
Boston Medical Center (BMC) May 2015 - July 2015
Harvard University February 2015 - March 2015
Belmont Savings Bank March 2014 - February 2015
People's United Bank April 2011 - March 2014
U.S. Census Bureau August 2010 - September 2010
Barton Center for Diabetes Education 2007 - 2007
Skills
Communication, Administration, Onboarding, Scheduling, Coaching, Organizational..., Hiring Practices, Microsoft Office, Outlook, Customer Service, Retail Banking, Consumer Lending, Loans, Banking, Credit, Mortgage Lending, Management, Microsoft Excel, PowerPoint, Human Resources, Time Management, Strategic Planning, Microsoft Word, Social Media, Event Planning, Marketing, Interviews, Leadership, Sales
Education
Suffolk University 2009 — 2012
Bachelor’s Degree, Communication and Media Studies, 3.86
Quinnipiac University 2008 — 2009
n/a, Mass Communication/Media Studies
Harvard University July 2015 - Present
Boston Medical Center (BMC) May 2015 - July 2015
Harvard University February 2015 - March 2015
Belmont Savings Bank March 2014 - February 2015
People's United Bank April 2011 - March 2014
U.S. Census Bureau August 2010 - September 2010
Barton Center for Diabetes Education 2007 - 2007
Skills
Communication, Administration, Onboarding, Scheduling, Coaching, Organizational..., Hiring Practices, Microsoft Office, Outlook, Customer Service, Retail Banking, Consumer Lending, Loans, Banking, Credit, Mortgage Lending, Management, Microsoft Excel, PowerPoint, Human Resources, Time Management, Strategic Planning, Microsoft Word, Social Media, Event Planning, Marketing, Interviews, Leadership, Sales
Education
Suffolk University 2009 — 2012
Bachelor’s Degree, Communication and Media Studies, 3.86
Quinnipiac University 2008 — 2009
n/a, Mass Communication/Media Studies
Matthew Kravitz Matthew Kravitz's Belmont Savings Bank Experience 2011 - 2012
Job Banking Professional
Industry Banking
Experience
Belmont Savings Bank 2011 - 2012
Citizens Bank 1999 - 2011
BayBank 1977 - 1996
Skills
Commercial Lending, Leadership, Loans, Credit Analysis, Credit, Banking, Customer Service
Education
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Arts (B.A.), History, Cum Laude
Belmont Savings Bank 2011 - 2012
Citizens Bank 1999 - 2011
BayBank 1977 - 1996
Skills
Commercial Lending, Leadership, Loans, Credit Analysis, Credit, Banking, Customer Service
Education
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Arts (B.A.), History, Cum Laude
William Moniz William Moniz's Belmont Savings Bank Experience July 2010 - October 2013
Job SVP, Credit Risk Manager Auto, Student Loan & Other Secured at SunTrust
Industry Banking
Experience
SunTrust October 2013 - Present
SunTrust Bank October 2013 - October 2014
Belmont Savings Bank July 2010 - October 2013
Citizens Bank May 2010 - July 2010
Citizens Bank January 1998 - July 2010
Citizens Automobile Finance 2005 - April 2010
Citizens Financial Group (RBS Citizens, N.A.) 1998 - April 2010
Skills
Credit Risk, Vendor Management, Risk Assessment, Risk Mitigation, Risk Analysis, Risk Management, Interest Rate Risk..., Consumer Finance, Loss Mitigation, Collections Management, Business Strategy, Business Intelligence, Investor Relations, MIS Reporting, Reporting & Analysis, Microsoft Office 2007, Product Management, Pricing Strategy, Credit Portfolio..., Policy Writing, Policy Analysis, Consumer Lending, Banking, Crystal Reports, Operational Risk..., Financial Services, Portfolio Management, Credit, Credit Analysis, Loans, Commercial Lending, Finance, Commercial Banking, Small Business Lending, Mortgage Lending, Retail Banking, Analysis
Education
University of Rhode Island 1993 — 1998
Bachelor of Science, Economics
CBA GSRBM 2002 — 2005
Graduate Degree Bank Management
SunTrust October 2013 - Present
SunTrust Bank October 2013 - October 2014
Belmont Savings Bank July 2010 - October 2013
Citizens Bank May 2010 - July 2010
Citizens Bank January 1998 - July 2010
Citizens Automobile Finance 2005 - April 2010
Citizens Financial Group (RBS Citizens, N.A.) 1998 - April 2010
Skills
Credit Risk, Vendor Management, Risk Assessment, Risk Mitigation, Risk Analysis, Risk Management, Interest Rate Risk..., Consumer Finance, Loss Mitigation, Collections Management, Business Strategy, Business Intelligence, Investor Relations, MIS Reporting, Reporting & Analysis, Microsoft Office 2007, Product Management, Pricing Strategy, Credit Portfolio..., Policy Writing, Policy Analysis, Consumer Lending, Banking, Crystal Reports, Operational Risk..., Financial Services, Portfolio Management, Credit, Credit Analysis, Loans, Commercial Lending, Finance, Commercial Banking, Small Business Lending, Mortgage Lending, Retail Banking, Analysis
Education
University of Rhode Island 1993 — 1998
Bachelor of Science, Economics
CBA GSRBM 2002 — 2005
Graduate Degree Bank Management
Kelly Toomey Kelly Toomey's Belmont Savings Bank Experience March 2012 - May 2013
Job Online Marketing Assistant at FirstTracks Marketing Group
Industry Marketing and Advertising
Experience
FirstTracks Marketing Group January 2015 - Present
Physicians Interactive May 2013 - January 2015
Belmont Savings Bank March 2012 - May 2013
IMN February 2012 - March 2012
TXC Inc 2007 - January 2012
Millennium Integrated Marketing June 2011 - July 2011
American Program Bureau February 2011 - May 2011
Town Of Salem, NH-Recreation Department June 2010 - August 2010
Daddy's Junky Music September 2008 - March 2009
Skills
Internet Research, Industry Research &..., Copywriting, Surveys, Social Media, Facebook, Print Production..., Final Cut Pro, Adobe Creative Suite, After Effects, Photoshop, HTML + CSS, Mac, PC, Peachtree, Video Editing, Research, Blogging, Google Analytics, Social Media Marketing, Microsoft Office, Wordpress, Idea Generation, Digital Marketing, Email Marketing, Content Creation, Twitter, Online Marketing, SEO, Social Networking, Public Relations, Marketing Strategy, YouTube, PPC, SEM, Marketing Research, Digital Media, Advertising, Online Advertising, Marketing Communications, HTML, Content Strategy, Web Analytics, Management, Online Research, Press Releases, Web Marketing, Marketing, Integrated Marketing
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Marketing
Bentley University 2009 — 2011
Bachelor of Science, Marketing and Liberal Studies- Media, Society, and Culture
Boston University 2008 — 2009
Management
Brooks School 2004 — 2008
High School Diploma
FirstTracks Marketing Group January 2015 - Present
Physicians Interactive May 2013 - January 2015
Belmont Savings Bank March 2012 - May 2013
IMN February 2012 - March 2012
TXC Inc 2007 - January 2012
Millennium Integrated Marketing June 2011 - July 2011
American Program Bureau February 2011 - May 2011
Town Of Salem, NH-Recreation Department June 2010 - August 2010
Daddy's Junky Music September 2008 - March 2009
Skills
Internet Research, Industry Research &..., Copywriting, Surveys, Social Media, Facebook, Print Production..., Final Cut Pro, Adobe Creative Suite, After Effects, Photoshop, HTML + CSS, Mac, PC, Peachtree, Video Editing, Research, Blogging, Google Analytics, Social Media Marketing, Microsoft Office, Wordpress, Idea Generation, Digital Marketing, Email Marketing, Content Creation, Twitter, Online Marketing, SEO, Social Networking, Public Relations, Marketing Strategy, YouTube, PPC, SEM, Marketing Research, Digital Media, Advertising, Online Advertising, Marketing Communications, HTML, Content Strategy, Web Analytics, Management, Online Research, Press Releases, Web Marketing, Marketing, Integrated Marketing
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Marketing
Bentley University 2009 — 2011
Bachelor of Science, Marketing and Liberal Studies- Media, Society, and Culture
Boston University 2008 — 2009
Management
Brooks School 2004 — 2008
High School Diploma
Elizabeth Osborne's Belmont Savings Bank Experience January 2015 - Present
Job SVP Chief Information Officer
Industry Financial Services
Experience
Belmont Savings Bank January 2015 - Present
Belmont Savings Bank June 2012 - January 2015
State Street Corporation November 2007 - June 2012
State Street Corporation March 2007 - November 2007
Uno Chicago Grill November 2003 - March 2007
Skills
Requirements Gathering, Process Improvement, Business Requirements, Change Management, Business Process..., Project Management, Data Analysis, Vendor Management, Risk Management
Education
Endicott College 2009 — 2011
MBA, Finance
Northeastern University 2005 — 2007
BS Leadership, Business
Boston University
Certificate in Business Analysis Fundamentals
Belmont Savings Bank January 2015 - Present
Belmont Savings Bank June 2012 - January 2015
State Street Corporation November 2007 - June 2012
State Street Corporation March 2007 - November 2007
Uno Chicago Grill November 2003 - March 2007
Skills
Requirements Gathering, Process Improvement, Business Requirements, Change Management, Business Process..., Project Management, Data Analysis, Vendor Management, Risk Management
Education
Endicott College 2009 — 2011
MBA, Finance
Northeastern University 2005 — 2007
BS Leadership, Business
Boston University
Certificate in Business Analysis Fundamentals
Michelle Manion (Massery) Michelle Manion (Massery)'s Belmont Savings Bank Experience April 2014 - Present
Job Senior Loan Processor at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank April 2014 - Present
Citizens Bank August 2011 - April 2014
Bank of America May 2009 - August 2011
Skills
Due Diligence, Investment Properties, Loans, Mortgage Lending, Refinance, Management, Loan Processing, DU, Customer Relations, Loan Origination, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Consumer Lending, FHA
Education
Northeastern University 2002 — 2007
Bachelor's degree, Journalism and Communications
Belmont Savings Bank April 2014 - Present
Citizens Bank August 2011 - April 2014
Bank of America May 2009 - August 2011
Skills
Due Diligence, Investment Properties, Loans, Mortgage Lending, Refinance, Management, Loan Processing, DU, Customer Relations, Loan Origination, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Consumer Lending, FHA
Education
Northeastern University 2002 — 2007
Bachelor's degree, Journalism and Communications
Ronald Parsons II's Belmont Savings Bank Experience April 2013 - Present
Job Student at Bentley University
Industry Accounting
Experience
PwC May 2014 - Present
Belmont Savings Bank April 2013 - Present
Myopia Hunt Club May 2009 - Present
Belmont Savings Bank December 2013 - January 2014
EP Management June 2012 - August 2012
Erickson Living June 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Accounting, Leadership, Time Management, Communication, Retail Banking, Banking, Outlook, Finance, Data Analysis, Marketing, Sales, Internal Controls, Financial Accounting, Data Entry, Social Networking, SAP, Photoshop, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance
Education
Bentley University 2015 — 2016
Master of Science (M.S.), Accounting
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Corporate Finance and Accounting, 3.81
PwC May 2014 - Present
Belmont Savings Bank April 2013 - Present
Myopia Hunt Club May 2009 - Present
Belmont Savings Bank December 2013 - January 2014
EP Management June 2012 - August 2012
Erickson Living June 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Accounting, Leadership, Time Management, Communication, Retail Banking, Banking, Outlook, Finance, Data Analysis, Marketing, Sales, Internal Controls, Financial Accounting, Data Entry, Social Networking, SAP, Photoshop, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance
Education
Bentley University 2015 — 2016
Master of Science (M.S.), Accounting
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Corporate Finance and Accounting, 3.81
Tarik Emara, CFA's Belmont Savings Bank Experience May 2006 - August 2006
Job Assistant Vice President Private Equity at Citi Private Bank
Industry Financial Services
Experience
Citi March 2015 - Present
Liberty Mutual Investments July 2014 - March 2015
Liberty Mutual Investments June 2013 - June 2014
Liberty Mutual Investments December 2010 - May 2013
SCS Financial January 2009 - September 2009
Standish Mellon Asset Management January 2008 - July 2008
State Street Bank & Trust January 2007 - June 2007
Belmont Savings Bank May 2006 - August 2006
Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management
Citi March 2015 - Present
Liberty Mutual Investments July 2014 - March 2015
Liberty Mutual Investments June 2013 - June 2014
Liberty Mutual Investments December 2010 - May 2013
SCS Financial January 2009 - September 2009
Standish Mellon Asset Management January 2008 - July 2008
State Street Bank & Trust January 2007 - June 2007
Belmont Savings Bank May 2006 - August 2006
Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management
Cristina Palladino, MBEC Cristina Palladino, MBEC's Belmont Savings Bank Experience April 2015 - Present
Job Officer; Branch Manager at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank April 2015 - Present
Belmont Savings Bank January 2015 - April 2015
Belmont Savings Bank September 2013 - January 2015
Boston Children's Hospital December 2012 - September 2013
People's United Bank January 2010 - November 2012
People's United Bank July 2011 - December 2011
People's United Bank January 2010 - July 2011
Massachusetts State Police Crime Lab January 2009 - May 2010
TD Bank April 2008 - January 2010
Amcomm (Verizon) Wireless April 2008 - January 2009
Skills
Cpr Certified, Poetry, Highly detail oriented, Italian, Banking, Management, Finance, Intermediate Italian, Drawing Skills, Writing Skills, Exceptionally well..., Standards Compliance, Business Ethics, Clinical Research, Medical Billing, Medical Coding, Customer Service, Time Management, Teamwork, Retail Banking, Sales, Business Development, Networking, Checks, Customer Service..., Budgets, Leadership, Risk Management, Consumer Lending, Credit, Cross Selling
Education
New England College of Business and Finance 2010 — 2012
Master, Master of Science in Business Ethics and Compliance with a Concentration in Forensic Accounting
Salem State College 2006 — 2009
Bachelors, CJ/Forensic Science/Biology
Lasell College 2004 — 2006
Bachelors of Arts - CJ, CJ/Forensics
Stoneham High School
Belmont Savings Bank April 2015 - Present
Belmont Savings Bank January 2015 - April 2015
Belmont Savings Bank September 2013 - January 2015
Boston Children's Hospital December 2012 - September 2013
People's United Bank January 2010 - November 2012
People's United Bank July 2011 - December 2011
People's United Bank January 2010 - July 2011
Massachusetts State Police Crime Lab January 2009 - May 2010
TD Bank April 2008 - January 2010
Amcomm (Verizon) Wireless April 2008 - January 2009
Skills
Cpr Certified, Poetry, Highly detail oriented, Italian, Banking, Management, Finance, Intermediate Italian, Drawing Skills, Writing Skills, Exceptionally well..., Standards Compliance, Business Ethics, Clinical Research, Medical Billing, Medical Coding, Customer Service, Time Management, Teamwork, Retail Banking, Sales, Business Development, Networking, Checks, Customer Service..., Budgets, Leadership, Risk Management, Consumer Lending, Credit, Cross Selling
Education
New England College of Business and Finance 2010 — 2012
Master, Master of Science in Business Ethics and Compliance with a Concentration in Forensic Accounting
Salem State College 2006 — 2009
Bachelors, CJ/Forensic Science/Biology
Lasell College 2004 — 2006
Bachelors of Arts - CJ, CJ/Forensics
Stoneham High School
Paula Chan Paula Chan's Belmont Savings Bank Experience July 2014 - September 2014
Job Loan Servicing Associate at The Village Bank
Industry Financial Services
Experience
The Village Bank March 2015 - Present
Commerce Bank & Trust Company October 2014 - November 2014
Belmont Savings Bank July 2014 - September 2014
Walker & Dunlop January 2003 - December 2013
Bank of America 2002 - 2003
Commonwealth of Massachusetts 1995 - 2000
Skills
Due Diligence, Financial Analysis, Asset Management, Mortgage Servicing, Investments, Finance, Cash Management, Bank Reconciliation, Account Reconciliation, Account Management, Rent Recertifications, Rent Roll, Shorthand, Loans, Portfolio Management, Mortgage Lending, Commercial Lending, Banking, Management, Credit
Education
Middlesex Community College
Associates Degree (plus Web Publishing Certificate), Business Administration Technologies, 4.0 GPA
Salem State University
Pursued Bachelors Degree, Business Education
The Village Bank March 2015 - Present
Commerce Bank & Trust Company October 2014 - November 2014
Belmont Savings Bank July 2014 - September 2014
Walker & Dunlop January 2003 - December 2013
Bank of America 2002 - 2003
Commonwealth of Massachusetts 1995 - 2000
Skills
Due Diligence, Financial Analysis, Asset Management, Mortgage Servicing, Investments, Finance, Cash Management, Bank Reconciliation, Account Reconciliation, Account Management, Rent Recertifications, Rent Roll, Shorthand, Loans, Portfolio Management, Mortgage Lending, Commercial Lending, Banking, Management, Credit
Education
Middlesex Community College
Associates Degree (plus Web Publishing Certificate), Business Administration Technologies, 4.0 GPA
Salem State University
Pursued Bachelors Degree, Business Education
Kyle Constam's Belmont Savings Bank Experience July 2013 - January 2014
Job Account Manager, Business Intelligence and Analytics at Oracle
Industry Computer Hardware
Experience
Oracle January 2015 - Present
Oracle January 2014 - Present
Belmont Savings Bank July 2013 - January 2014
Boston College Alumni Center June 2012 - August 2012
Skills
Credit, Retail Banking, Banking, Loans, Credit Analysis, Finance, Cash Management, Portfolio Management, Financial Services, Corporate Finance, Investments, Financial Modeling, Valuation, Commercial Banking, Business Analysis, Public Speaking, Business Development, Sales
Education
Boston College 2009 — 2013
Universidad Complutense de Madrid
Oracle January 2015 - Present
Oracle January 2014 - Present
Belmont Savings Bank July 2013 - January 2014
Boston College Alumni Center June 2012 - August 2012
Skills
Credit, Retail Banking, Banking, Loans, Credit Analysis, Finance, Cash Management, Portfolio Management, Financial Services, Corporate Finance, Investments, Financial Modeling, Valuation, Commercial Banking, Business Analysis, Public Speaking, Business Development, Sales
Education
Boston College 2009 — 2013
Universidad Complutense de Madrid
Eric Brickley Eric Brickley's Belmont Savings Bank Experience September 2014 - Present
Job Mortgage Loan Originator at Belmont Savings Bank
Industry Real Estate
Experience
Belmont Savings Bank September 2014 - Present
Jack Gives Back February 2010 - Present
IAABO Local 208 2007 - Present
Zenith Mortgage Advisors December 2009 - September 2014
Seaboard International Forest Products February 2002 - November 2009
Paychex 1996 - 2002
Skills
First Time Home Buyers, FHA, USDA, Investment Properties, Mortgage Lending, Loans, Real Estate, Investments, Residential Homes, Finance, Referrals, Refinance, Short Sales, Condos, FHA financing, Sellers, Loan Origination, Sales, Residential Mortgages, Selling, Credit
Education
University of New Hampshire 1992 — 1995
BA, Psychology
Nashua High 1987 — 1990
Belmont Savings Bank September 2014 - Present
Jack Gives Back February 2010 - Present
IAABO Local 208 2007 - Present
Zenith Mortgage Advisors December 2009 - September 2014
Seaboard International Forest Products February 2002 - November 2009
Paychex 1996 - 2002
Skills
First Time Home Buyers, FHA, USDA, Investment Properties, Mortgage Lending, Loans, Real Estate, Investments, Residential Homes, Finance, Referrals, Refinance, Short Sales, Condos, FHA financing, Sellers, Loan Origination, Sales, Residential Mortgages, Selling, Credit
Education
University of New Hampshire 1992 — 1995
BA, Psychology
Nashua High 1987 — 1990
Cathy Scherer's Belmont Savings Bank Experience September 2013 - Present
Job Vice President Commercial Real Estate Lender at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank September 2013 - Present
Webster Bank September 2011 - May 2013
Guilford Savings Bank June 2004 - August 2011
The Michaud Company August 2003 - June 2004
First Niagara Bank August 1998 - July 2003
Citytrust June 1983 - November 1990
Skills
Small Business Lending, Cash Flow Lending, Team Building, Financial Risk, Financial Structuring, Loans, Commercial Real Estate, Construction Loans, Finance, Structured Finance, Mergers, Mortgage Banking, Cash Management, Leadership, Commercial Lending, Financial Analysis, Commercial Banking
Education
Albertus Magnus College
B.A., Business
Belmont Savings Bank September 2013 - Present
Webster Bank September 2011 - May 2013
Guilford Savings Bank June 2004 - August 2011
The Michaud Company August 2003 - June 2004
First Niagara Bank August 1998 - July 2003
Citytrust June 1983 - November 1990
Skills
Small Business Lending, Cash Flow Lending, Team Building, Financial Risk, Financial Structuring, Loans, Commercial Real Estate, Construction Loans, Finance, Structured Finance, Mergers, Mortgage Banking, Cash Management, Leadership, Commercial Lending, Financial Analysis, Commercial Banking
Education
Albertus Magnus College
B.A., Business
mayra colon mayra colon's Belmont Savings Bank Experience January 2001 - December 2011
Job Client Services
Industry Banking
Experience
Century Bank September 2012 - Present
Belmont Savings Bank January 2001 - December 2011
Skills
Excellent is Sales and..., Problem Solving, Interpersonal..., Strong attention to..., Leadership, Teamwork, Financial Services, Coaching, Cash Management, Risk Management, Finance, Loans, Retail Banking, Time Management
Education
UMass Boston 2008 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Century Bank September 2012 - Present
Belmont Savings Bank January 2001 - December 2011
Skills
Excellent is Sales and..., Problem Solving, Interpersonal..., Strong attention to..., Leadership, Teamwork, Financial Services, Coaching, Cash Management, Risk Management, Finance, Loans, Retail Banking, Time Management
Education
UMass Boston 2008 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Christopher Downs Christopher Downs's Belmont Savings Bank Experience July 2010 - Present
Job Executive Vice President at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank July 2010 - Present
New England Banking Company, Boston, MA. August 2008 - July 2010
Citizens Financial Group, Providence, RI. September 1994 - August 2008
Chase Manhattan Corporation April 1982 - September 1994
Skills
Retail Banking, Credit, Risk Management, Banking, Loans, Mortgage Lending, Business Strategy, Portfolio Management, Change Management, Financial Services, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Strategic Planning, Management, Leadership, Executive Management, Start-ups, Small Business Lending, Due Diligence, Credit Cards, Commercial Lending, Home Equity, Strategic Financial..., Credit Analysis, Commercial Banking, Finance
Education
Middlebury College
BA
The Pingry School
High School
University of New Hampshire - Whittemore School of Business and Economics
MBA
Belmont Savings Bank July 2010 - Present
New England Banking Company, Boston, MA. August 2008 - July 2010
Citizens Financial Group, Providence, RI. September 1994 - August 2008
Chase Manhattan Corporation April 1982 - September 1994
Skills
Retail Banking, Credit, Risk Management, Banking, Loans, Mortgage Lending, Business Strategy, Portfolio Management, Change Management, Financial Services, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Strategic Planning, Management, Leadership, Executive Management, Start-ups, Small Business Lending, Due Diligence, Credit Cards, Commercial Lending, Home Equity, Strategic Financial..., Credit Analysis, Commercial Banking, Finance
Education
Middlebury College
BA
The Pingry School
High School
University of New Hampshire - Whittemore School of Business and Economics
MBA
Bob Reggiannini's Belmont Savings Bank Experience 2010 - 2012
Job Yodlee, Senior Client Partner
Industry Computer Software
Experience
Yodlee September 2014 - Present
Bottomline Technologies June 2012 - August 2014
Belmont Savings Bank 2010 - 2012
Country Bank for Savings 2007 - 2010
Open Solutions 2002 - 2007
BISYS Banking Solutions 2002 - 2006
KPMG Advisory 2000 - 2002
Fleet Boston Financial, N.A. 1998 - 2000
KPMG Peat Marwick, LLP 1996 - 1998
Citizens Financial Group 1994 - 1996
Skills
Business Analysis, Process Improvement, Project Management, Business Strategy, Cross-functional Team..., Account Management, Banking, Financial Services, Management, Strategic Planning, Cash Management, Relationship Management, Business Process..., Consumer Lending, Retail Banking, Credit, Loans, Sales, Team Management, Commercial Banking, Business Development, Analysis, Core Banking, Leadership, Vendor Management, Management Consulting, Business Process, Business Planning, Solution Selling, Operations Management, Enterprise Software, Professional Services, Salesforce.com
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1986 — 1990
Bachelor of Arts (BA), Economics
Fairfield University
Certificate, Stonier National Graduate School of Banking
Yodlee September 2014 - Present
Bottomline Technologies June 2012 - August 2014
Belmont Savings Bank 2010 - 2012
Country Bank for Savings 2007 - 2010
Open Solutions 2002 - 2007
BISYS Banking Solutions 2002 - 2006
KPMG Advisory 2000 - 2002
Fleet Boston Financial, N.A. 1998 - 2000
KPMG Peat Marwick, LLP 1996 - 1998
Citizens Financial Group 1994 - 1996
Skills
Business Analysis, Process Improvement, Project Management, Business Strategy, Cross-functional Team..., Account Management, Banking, Financial Services, Management, Strategic Planning, Cash Management, Relationship Management, Business Process..., Consumer Lending, Retail Banking, Credit, Loans, Sales, Team Management, Commercial Banking, Business Development, Analysis, Core Banking, Leadership, Vendor Management, Management Consulting, Business Process, Business Planning, Solution Selling, Operations Management, Enterprise Software, Professional Services, Salesforce.com
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1986 — 1990
Bachelor of Arts (BA), Economics
Fairfield University
Certificate, Stonier National Graduate School of Banking
David B. Alper, DPM's Belmont Savings Bank Experience June 2010 - Present
Job Podiatrist in Private Practice; Active in Public Health
Industry Medical Practice
Experience
Prevention and Wellness Commission of MA July 2013 - Present
American Diabetes Association February 2012 - Present
Belmont Savings Bank June 2010 - Present
American Diabetes Association 2008 - Present
American Diabetes Association - Northeast Region July 2004 - Present
Blue Cross Blue Shield of Massachusetts 1995 - Present
Belmont Board of Health 1988 - Present
David Alper, DPM November 1985 - Present
National Advocacy Board - American Diabetes Assn. January 2011 - December 2014
Earth Footwear 2006 - 2009
Skills
Budget, Public Health, Leadership, Pediatrics, Management, Healthcare, Diabetes, Surgery, Health Policy, Public Speaking, Medicare, Health Education, Non-profits, Prevention, Managed Care, Treatment, Practice Management, Community Outreach, Physicians, Healthcare Management, Budgets, Podiatry, Clinical Research, Medicine, Policy, Orthopedic, Medical Education, Sports Medicine, Wound Care, Hospitals, Medical Devices, Pain Management, EMR, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Internal Medicine, Informatics, Patient Safety, EHR, Health Promotion, HIPAA, Orthopedics, Nonprofits
Education
Ohio College of Podiatric Medicine 1979 — 1983
DPM, Podiatric Medicine
Prevention and Wellness Commission of MA July 2013 - Present
American Diabetes Association February 2012 - Present
Belmont Savings Bank June 2010 - Present
American Diabetes Association 2008 - Present
American Diabetes Association - Northeast Region July 2004 - Present
Blue Cross Blue Shield of Massachusetts 1995 - Present
Belmont Board of Health 1988 - Present
David Alper, DPM November 1985 - Present
National Advocacy Board - American Diabetes Assn. January 2011 - December 2014
Earth Footwear 2006 - 2009
Skills
Budget, Public Health, Leadership, Pediatrics, Management, Healthcare, Diabetes, Surgery, Health Policy, Public Speaking, Medicare, Health Education, Non-profits, Prevention, Managed Care, Treatment, Practice Management, Community Outreach, Physicians, Healthcare Management, Budgets, Podiatry, Clinical Research, Medicine, Policy, Orthopedic, Medical Education, Sports Medicine, Wound Care, Hospitals, Medical Devices, Pain Management, EMR, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Internal Medicine, Informatics, Patient Safety, EHR, Health Promotion, HIPAA, Orthopedics, Nonprofits
Education
Ohio College of Podiatric Medicine 1979 — 1983
DPM, Podiatric Medicine
David Walch David Walch's Belmont Savings Bank Experience August 2013 - February 2014
Job Principal at Athens Street Capital
Industry Commercial Real Estate
Experience
Athens Street Capital March 2014 - Present
Belmont Savings Bank August 2013 - February 2014
Wells Fargo November 2012 - August 2013
Wells Fargo January 2011 - November 2012
The Garden Center June 2009 - September 2010
Walch Commerical Consulting January 2006 - April 2009
Metropolitan Contracting Company May 2008 - November 2008
Elite Numismatics Inc. 2005 - 2008
Skills
Financial Analysis, Real Estate Finance, Real Estate Development, Real Estate Investment, Real Estate, Underwriting, Portfolio Management, Loans, Asset Managment, Real Estate Economics, Asset Management, Negotiation, Project Management, Due Diligence, Commercial Real Estate, Banking, Finance, Valuation, Leases, Credit, Private Equity, Investments, Analysis, Financial Modeling, Commercial Mortgages, Commercial Lending, Real Estate Financing, Credit Analysis, Investment Properties, Brokerage
Education
The University of Texas at San Antonio 2009 — 2010
MBA, Finance
The University of Texas at San Antonio
BBA, Finance & Real Estate Development
Utah Valley University
Athens Street Capital March 2014 - Present
Belmont Savings Bank August 2013 - February 2014
Wells Fargo November 2012 - August 2013
Wells Fargo January 2011 - November 2012
The Garden Center June 2009 - September 2010
Walch Commerical Consulting January 2006 - April 2009
Metropolitan Contracting Company May 2008 - November 2008
Elite Numismatics Inc. 2005 - 2008
Skills
Financial Analysis, Real Estate Finance, Real Estate Development, Real Estate Investment, Real Estate, Underwriting, Portfolio Management, Loans, Asset Managment, Real Estate Economics, Asset Management, Negotiation, Project Management, Due Diligence, Commercial Real Estate, Banking, Finance, Valuation, Leases, Credit, Private Equity, Investments, Analysis, Financial Modeling, Commercial Mortgages, Commercial Lending, Real Estate Financing, Credit Analysis, Investment Properties, Brokerage
Education
The University of Texas at San Antonio 2009 — 2010
MBA, Finance
The University of Texas at San Antonio
BBA, Finance & Real Estate Development
Utah Valley University
Dave Dickerson's Belmont Savings Bank Experience April 2013 - August 2014
Job Head Coach and Instructor at Zoned Sports Academy
Industry Sports
Experience
Zoned Sports Academy August 2014 - Present
Lasell College June 2012 - November 2014
Belmont Savings Bank April 2013 - August 2014
Hudson August 2011 - April 2013
Eastern Nazarene College July 2011 - May 2012
Robert Half International August 2010 - July 2011
Timothy Christian School March 2010 - July 2010
Akadema Professional May 2008 - August 2008
Skills
Recruiting, Social Media, Baseball, Sports Management, Coaching, Time Management, Sports, Marketing, Contract Recruitment, Management, Temporary Placement, Retail Banking
Education
Eastern Nazarene College 2005 — 2009
Bachelor's of Science, Sports Management
Timothy Christian 1992 — 2005
Zoned Sports Academy August 2014 - Present
Lasell College June 2012 - November 2014
Belmont Savings Bank April 2013 - August 2014
Hudson August 2011 - April 2013
Eastern Nazarene College July 2011 - May 2012
Robert Half International August 2010 - July 2011
Timothy Christian School March 2010 - July 2010
Akadema Professional May 2008 - August 2008
Skills
Recruiting, Social Media, Baseball, Sports Management, Coaching, Time Management, Sports, Marketing, Contract Recruitment, Management, Temporary Placement, Retail Banking
Education
Eastern Nazarene College 2005 — 2009
Bachelor's of Science, Sports Management
Timothy Christian 1992 — 2005
Rhonda Kemp-Beck Rhonda Kemp-Beck's Belmont Savings Bank Experience August 1992 - September 2005
Job
Industry Civil Engineering
Experience
Land Design Consultants, Inc. September 2005 - Present
Belmont Savings Bank August 1992 - September 2005
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Typing, Outlook, Spreadsheets, Executive..., Administration, Loans
Education
Belmont Technical College 1989 — 1992
Associate’s Degree, Executive Secretarial
Land Design Consultants, Inc. September 2005 - Present
Belmont Savings Bank August 1992 - September 2005
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Typing, Outlook, Spreadsheets, Executive..., Administration, Loans
Education
Belmont Technical College 1989 — 1992
Associate’s Degree, Executive Secretarial
Micah Korson's Belmont Savings Bank Experience March 2012 - May 2013
Job Development Assistant at Hebrew College
Industry Education Management
Experience
Hebrew College January 2015 - Present
Lustig, Glaser & Wilson, P.C. July 2013 - December 2014
Belmont Savings Bank March 2012 - May 2013
Belmont Savings Bank June 2011 - March 2012
CVS Caremark Corporation January 2007 - September 2011
Skills
Customer Satisfaction, Sales, Cash Management, Customer Service, Banking, Orchestral Music, Retail Banking, Sales Management, Sales Operations, Customer Retention, Customer Acquisition, Customer Engagement, Self-driven, Motivated self-starter, Office Administration, Financial Services, Cold Calling, Warm Calling, Lead Generation, Drum Set, Drums, Musical Instruments, Music, Music Production, Music Theory, Musicians, Team Management, Operations Management, Networking, Social Networking, Finance, Commercial Banking, Corporate Events, Events, Microsoft Word, Microsoft Excel, PowerPoint, Compliance, Music Education, Music Publishing, Client Liaison, Client Development, Client Relations Skills, Client Representation, Manage Client..., Software Documentation, Legal Documents, Document Review, Document Management, Legal Assistance
Education
University of Massachusetts Boston 2008 — 2013
Bachelor's degree, Music
Hebrew College January 2015 - Present
Lustig, Glaser & Wilson, P.C. July 2013 - December 2014
Belmont Savings Bank March 2012 - May 2013
Belmont Savings Bank June 2011 - March 2012
CVS Caremark Corporation January 2007 - September 2011
Skills
Customer Satisfaction, Sales, Cash Management, Customer Service, Banking, Orchestral Music, Retail Banking, Sales Management, Sales Operations, Customer Retention, Customer Acquisition, Customer Engagement, Self-driven, Motivated self-starter, Office Administration, Financial Services, Cold Calling, Warm Calling, Lead Generation, Drum Set, Drums, Musical Instruments, Music, Music Production, Music Theory, Musicians, Team Management, Operations Management, Networking, Social Networking, Finance, Commercial Banking, Corporate Events, Events, Microsoft Word, Microsoft Excel, PowerPoint, Compliance, Music Education, Music Publishing, Client Liaison, Client Development, Client Relations Skills, Client Representation, Manage Client..., Software Documentation, Legal Documents, Document Review, Document Management, Legal Assistance
Education
University of Massachusetts Boston 2008 — 2013
Bachelor's degree, Music
Autumn Mekkelsen Autumn Mekkelsen's Belmont Savings Bank Experience January 2014 - May 2014
Job CPA Development Program Participant at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services June 2015 - Present
Bailey Murphy + Scarano May 2014 - July 2014
Belmont Savings Bank January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Web Design, Teamwork, Time Management, PowerPoint, Customer Service, Social Media, Facebook, Financial Analysis, Leadership
Education
Bentley University 2011 — 2015
Candidate for B.S., Corporate Accounting and Finance
Copenhagen Business School 2013 — 2013
John Hancock Financial Services June 2015 - Present
Bailey Murphy + Scarano May 2014 - July 2014
Belmont Savings Bank January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Web Design, Teamwork, Time Management, PowerPoint, Customer Service, Social Media, Facebook, Financial Analysis, Leadership
Education
Bentley University 2011 — 2015
Candidate for B.S., Corporate Accounting and Finance
Copenhagen Business School 2013 — 2013
Tyler Britland's Belmont Savings Bank Experience March 2012 - October 2013
Job Branch Manager | US Bank
Industry Banking
Experience
U.S. Bank December 2013 - Present
Belmont Savings Bank March 2012 - October 2013
Boston University November 2010 - March 2012
Bangor Savings Bank April 2007 - May 2010
Skills
Banking, Customer Service, Customer Relations, Financial Planning, Cross Selling, Coaching, Team Leadership, Organizational..., Microsoft Office, Sales, Customer Experience, Community Engagement, Sales Management, Sales Operations, Teamwork, Team Building, Sales Prospecting, Sales Presentations, Oral & Written..., Consumer Lending, Operational Risk..., Risk Management, Microsoft Excel, Loans, Retail Banking, Branch Management, coac, Business Development, Home Equity Lines of..., Finance, Credit, CRM, Financial Services, Commercial Lending, Mortgage Lending, Financial Analysis, Portfolio Management, Strategic Financial..., Public Speaking, Small Business Lending, Strategic Planning, Investment Banking, Leadership, Loan Origination, Relationship Management, Financial Risk
Education
Boston University 2011 — 2011
Business, Management, Marketing, and Related Support Services
University of Southern Maine 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management
U.S. Bank December 2013 - Present
Belmont Savings Bank March 2012 - October 2013
Boston University November 2010 - March 2012
Bangor Savings Bank April 2007 - May 2010
Skills
Banking, Customer Service, Customer Relations, Financial Planning, Cross Selling, Coaching, Team Leadership, Organizational..., Microsoft Office, Sales, Customer Experience, Community Engagement, Sales Management, Sales Operations, Teamwork, Team Building, Sales Prospecting, Sales Presentations, Oral & Written..., Consumer Lending, Operational Risk..., Risk Management, Microsoft Excel, Loans, Retail Banking, Branch Management, coac, Business Development, Home Equity Lines of..., Finance, Credit, CRM, Financial Services, Commercial Lending, Mortgage Lending, Financial Analysis, Portfolio Management, Strategic Financial..., Public Speaking, Small Business Lending, Strategic Planning, Investment Banking, Leadership, Loan Origination, Relationship Management, Financial Risk
Education
Boston University 2011 — 2011
Business, Management, Marketing, and Related Support Services
University of Southern Maine 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management
Katie Conachy's Belmont Savings Bank Experience June 2013 - Present
Job Assistant Vice President, Branch Manager
Industry Financial Services
Experience
Belmont Savings Bank June 2013 - Present
TD April 2012 - June 2013
Sovereign Bank February 2009 - April 2012
Skills
Negotiation, Microsoft Office, Commercial Real Estate, Customer Service, Microsoft Excel, Financial Analysis, Project Management, Due Diligence, Mortgage Lending, Consumer Lending, Commerical Transactions, Notary Public, Mortgage Banking, Jumbo Mortgage, Residential Mortgages, Retail Banking, Coaching Staff, Management, Sales Management, Cold Calling, New Account Management, Conducting Interviews, Recruiting, Team Leadership, Team Management, Team Building, Property Management, Real Estate, Leases, Small Business, Compliance, Real Estate Development, Strategy, Branch Banking, Coaching
Education
Bay State College
Belmont Savings Bank June 2013 - Present
TD April 2012 - June 2013
Sovereign Bank February 2009 - April 2012
Skills
Negotiation, Microsoft Office, Commercial Real Estate, Customer Service, Microsoft Excel, Financial Analysis, Project Management, Due Diligence, Mortgage Lending, Consumer Lending, Commerical Transactions, Notary Public, Mortgage Banking, Jumbo Mortgage, Residential Mortgages, Retail Banking, Coaching Staff, Management, Sales Management, Cold Calling, New Account Management, Conducting Interviews, Recruiting, Team Leadership, Team Management, Team Building, Property Management, Real Estate, Leases, Small Business, Compliance, Real Estate Development, Strategy, Branch Banking, Coaching
Education
Bay State College
Andrew Sabine Andrew Sabine's Belmont Savings Bank Experience August 2003 - February 2011
Job Vice President Loan Operations at Avidia Bank
Industry Banking
Experience
Avidia Bank September 2015 - Present
Paine Senior Services June 2012 - Present
Salem Five Bank November 2014 - August 2015
StonehamBank July 2013 - September 2014
The Cooperative Bank February 2011 - July 2013
Belmont Savings Bank August 2003 - February 2011
Community Newspaper Corporation 2001 - 2003
Mountain Eagle Newspaper 1999 - 2001
Skills
Leadership, Team Building, Operations Management, Mortgage Lending, Banking, Loans, Management, Loan Servicing, Underwriting, New Business Development, Portfolio Management, Commercial Lending, Budgets, Strategic Planning, Real Estate, Finance, Commercial Banking, Risk Management, Retail Banking, Sales, Residential Mortgages, Credit, Commercial Mortgages, Credit Analysis, Financial Analysis, Investments, Customer Service, Negotiation, Consumer Lending, Loan Origination, Credit Risk, Mortgage Banking, Financial Modeling, Commercial Real Estate, Financial Services, Small Business Lending
Education
Tufts University
Bachelor of Arts (B.A.), English Literature and Classics
BB&N
Avidia Bank September 2015 - Present
Paine Senior Services June 2012 - Present
Salem Five Bank November 2014 - August 2015
StonehamBank July 2013 - September 2014
The Cooperative Bank February 2011 - July 2013
Belmont Savings Bank August 2003 - February 2011
Community Newspaper Corporation 2001 - 2003
Mountain Eagle Newspaper 1999 - 2001
Skills
Leadership, Team Building, Operations Management, Mortgage Lending, Banking, Loans, Management, Loan Servicing, Underwriting, New Business Development, Portfolio Management, Commercial Lending, Budgets, Strategic Planning, Real Estate, Finance, Commercial Banking, Risk Management, Retail Banking, Sales, Residential Mortgages, Credit, Commercial Mortgages, Credit Analysis, Financial Analysis, Investments, Customer Service, Negotiation, Consumer Lending, Loan Origination, Credit Risk, Mortgage Banking, Financial Modeling, Commercial Real Estate, Financial Services, Small Business Lending
Education
Tufts University
Bachelor of Arts (B.A.), English Literature and Classics
BB&N
Lynn-Anne Pineau's Belmont Savings Bank Experience November 2010 - December 2013
Job Loan Officer at Notre Dame Community Federal Credit Union
Industry Banking
Experience
Notre Dame Community Federal Credit Union April 2015 - Present
Belmont Savings Bank November 2010 - December 2013
Citizens Bank August 2005 - October 2010
Barry's Volkswagen Honda November 2003 - July 2005
Skills
Invoicing, Customer Service, Loans, Auditing, Sales, PowerPoint, Salesforce.com, Budgets, Human Resources, Finance, Automotive, Banking, Credit Analysis, Credit, Customer Retention, Customer Satisfaction, Inventory Management, Microsoft Excel, Management, Negotiation, New Business Development, Outlook, Profit, Sales Operations, Sales Management, Sales Process, Team Building
Education
Bridgewater State University 2003 — 2005
Notre Dame Community Federal Credit Union April 2015 - Present
Belmont Savings Bank November 2010 - December 2013
Citizens Bank August 2005 - October 2010
Barry's Volkswagen Honda November 2003 - July 2005
Skills
Invoicing, Customer Service, Loans, Auditing, Sales, PowerPoint, Salesforce.com, Budgets, Human Resources, Finance, Automotive, Banking, Credit Analysis, Credit, Customer Retention, Customer Satisfaction, Inventory Management, Microsoft Excel, Management, Negotiation, New Business Development, Outlook, Profit, Sales Operations, Sales Management, Sales Process, Team Building
Education
Bridgewater State University 2003 — 2005
Brian Mellett Brian Mellett's Belmont Savings Bank Experience December 2013 - Present
Job Commercial Credit Analyst/Portfolio Manager at Belmont Savings Bank
Industry Commercial Real Estate
Experience
Belmont Savings Bank December 2013 - Present
Arbor Commercial Mortgage April 2013 - September 2013
UC Funding LLC September 2012 - March 2013
Colliers Meredith & Grew June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Valuation, Corporate Finance, Real Estate Economics, Stata, PowerPoint, Real Estate, Commercial Real Estate
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
Xaverian Brothers High School 2004 — 2008
Belmont Savings Bank December 2013 - Present
Arbor Commercial Mortgage April 2013 - September 2013
UC Funding LLC September 2012 - March 2013
Colliers Meredith & Grew June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Valuation, Corporate Finance, Real Estate Economics, Stata, PowerPoint, Real Estate, Commercial Real Estate
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
Xaverian Brothers High School 2004 — 2008
Joe Dzerkacz's Belmont Savings Bank Experience June 2012 - June 2014
Job Mathematics Teacher at Teach For America
Industry Education Management
Experience
Boston Public Schools August 2014 - Present
Teach For America June 2014 - Present
BetterLesson July 2015 - August 2015
Lawrence Public Schools June 2014 - August 2014
Belmont Savings Bank June 2012 - June 2014
Santander Bank, N.A. June 2011 - June 2012
The Steppingstone Foundation September 2010 - May 2011
The Steppingstone Foundation June 2010 - August 2010
City Year July 2009 - February 2010
Middlesex Savings Bank May 2009 - July 2009
Education
Boston University 2014 — 2015
Teaching Credential, Secondary Mathematics
Bentley University 2009 — 2011
Master of Business Administration (MBA), Management
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics-Finance, Minor in Spanish
Suffolk University
Semester Abroad in Madrid, Spain
Boston Public Schools August 2014 - Present
Teach For America June 2014 - Present
BetterLesson July 2015 - August 2015
Lawrence Public Schools June 2014 - August 2014
Belmont Savings Bank June 2012 - June 2014
Santander Bank, N.A. June 2011 - June 2012
The Steppingstone Foundation September 2010 - May 2011
The Steppingstone Foundation June 2010 - August 2010
City Year July 2009 - February 2010
Middlesex Savings Bank May 2009 - July 2009
Education
Boston University 2014 — 2015
Teaching Credential, Secondary Mathematics
Bentley University 2009 — 2011
Master of Business Administration (MBA), Management
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics-Finance, Minor in Spanish
Suffolk University
Semester Abroad in Madrid, Spain
Keith Andre's Belmont Savings Bank Experience October 2000 - Present
Job Chief Lending Officer at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank October 2000 - Present
Massachusetts Mortgage Bankers Assoc. (MMBA) 2002 - 2010
Bank of New England 1988 - 1990
Skills
Banking, Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Real Estate, Commercial Lending, FHA, Underwriting, Commercial Mortgages, Portfolio Management, Consumer Lending, Credit Analysis, Small Business Lending, USDA, Refinance, Residential Mortgages
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Northeastern University 1973 — 1978
BS, Management
Belmont Savings Bank October 2000 - Present
Massachusetts Mortgage Bankers Assoc. (MMBA) 2002 - 2010
Bank of New England 1988 - 1990
Skills
Banking, Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Real Estate, Commercial Lending, FHA, Underwriting, Commercial Mortgages, Portfolio Management, Consumer Lending, Credit Analysis, Small Business Lending, USDA, Refinance, Residential Mortgages
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Northeastern University 1973 — 1978
BS, Management
Alexander Cugini's Belmont Savings Bank Experience June 2008 - July 2010
Job Controller at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. November 2014 - Present
SmartBooks Corp. January 2013 - November 2014
SmartBooks Corp July 2010 - December 2012
Belmont Savings Bank June 2008 - July 2010
Elliot Alumni Center 2007 - July 2010
Robert Half International December 2009 - January 2010
Skills
Accounting, Microsoft Excel, Management, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Internal Controls, Finance, Access, Bookkeeping, QuickBooks, Leadership, Payroll, Time Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accounting
University of New Hampshire 2006 — 2010
B.S, Business Administration; Finance and Accounting; Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Accounting, Finance
SmartBooks Corp. November 2014 - Present
SmartBooks Corp. January 2013 - November 2014
SmartBooks Corp July 2010 - December 2012
Belmont Savings Bank June 2008 - July 2010
Elliot Alumni Center 2007 - July 2010
Robert Half International December 2009 - January 2010
Skills
Accounting, Microsoft Excel, Management, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Internal Controls, Finance, Access, Bookkeeping, QuickBooks, Leadership, Payroll, Time Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accounting
University of New Hampshire 2006 — 2010
B.S, Business Administration; Finance and Accounting; Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Accounting, Finance
Simonetta Cordima Simonetta Cordima's Belmont Savings Bank Experience December 2013 - Present
Job Sr. Mortgage Processor at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank December 2013 - Present
Skills
Loans, Mortgage Lending, Consumer Lending, Home Equity Loans, Residential Mortgages
Education
Bay State College
Language, International Travel, Tourism and Administration
Belmont Savings Bank December 2013 - Present
Skills
Loans, Mortgage Lending, Consumer Lending, Home Equity Loans, Residential Mortgages
Education
Bay State College
Language, International Travel, Tourism and Administration
Diana Boyko's Belmont Savings Bank Experience May 2012 - August 2012
Job Assistant Consultant at Management Solutions
Industry Financial Services
Experience
Management Solutions January 2015 - Present
Private December 2011 - July 2013
ADA Management February 2013 - June 2013
Barclays Wealth Management October 2012 - November 2012
Belmont Savings Bank May 2012 - August 2012
Harvard Ave Realty May 2011 - August 2011
Skills
Stata, SAS, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Russian, Spanish, Economics
Education
Boston University 2010 — 2014
Master’s degree, Economics, 3.54
Boston University 2010 — 2014
Bachelor's degree, Economics and Mathematics, 3.54
Management Solutions January 2015 - Present
Private December 2011 - July 2013
ADA Management February 2013 - June 2013
Barclays Wealth Management October 2012 - November 2012
Belmont Savings Bank May 2012 - August 2012
Harvard Ave Realty May 2011 - August 2011
Skills
Stata, SAS, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Russian, Spanish, Economics
Education
Boston University 2010 — 2014
Master’s degree, Economics, 3.54
Boston University 2010 — 2014
Bachelor's degree, Economics and Mathematics, 3.54
Ann Theofilos Ann Theofilos's Belmont Savings Bank Experience March 2012 - March 2013
Job Compliance Officer at Mortgage Financial Inc
Industry Banking
Experience
Mortgage Financial Inc March 2013 - Present
Belmont Savings Bank March 2012 - March 2013
Merrimack Valley FCU December 2008 - December 2011
Skills
Mortgage Lending, Residential Mortgages, Mortgage, Mortgage Banking, Loans
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Consumer Economics
Mortgage Financial Inc March 2013 - Present
Belmont Savings Bank March 2012 - March 2013
Merrimack Valley FCU December 2008 - December 2011
Skills
Mortgage Lending, Residential Mortgages, Mortgage, Mortgage Banking, Loans
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Consumer Economics
Evan Kantor's Belmont Savings Bank Experience August 2012 - Present
Job Senior Finance and Consumer Lending Professional
Industry Financial Services
Experience
Belmont Savings Bank August 2012 - Present
Belmont Savings Bank January 2011 - July 2012
First Marblehead Corporation October 2009 - August 2010
Citizens Bank February 2000 - October 2009
First Union National Bank January 1996 - February 2000
First Fidelity Bancorp December 1993 - December 1995
Skills
Forecasting, Strategic Planning, Expense Management, Pricing, Profitability, Budgeting, Financial Analysis, Corporate Management, Incentives, P&L Management, Contract Negotiations, Financial Reporting, Mergers, Banking, Portfolio Management, Accounting, Financial Management, Credit, Risk Management, Financial Services, Strategy
Education
Rutgers Graduate School of Management 1979 — 1981
M.B.A., Finance
Rutgers University-New Brunswick 1974 — 1978
B.A., Economics and English
Belmont Savings Bank August 2012 - Present
Belmont Savings Bank January 2011 - July 2012
First Marblehead Corporation October 2009 - August 2010
Citizens Bank February 2000 - October 2009
First Union National Bank January 1996 - February 2000
First Fidelity Bancorp December 1993 - December 1995
Skills
Forecasting, Strategic Planning, Expense Management, Pricing, Profitability, Budgeting, Financial Analysis, Corporate Management, Incentives, P&L Management, Contract Negotiations, Financial Reporting, Mergers, Banking, Portfolio Management, Accounting, Financial Management, Credit, Risk Management, Financial Services, Strategy
Education
Rutgers Graduate School of Management 1979 — 1981
M.B.A., Finance
Rutgers University-New Brunswick 1974 — 1978
B.A., Economics and English
Caitlin Egan Roos's Belmont Savings Bank Experience October 2010 - Present
Job Vice President Business Banking Relationship Manager at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank October 2010 - Present
Citizens Bank April 2003 - October 2010
Skills
Loans, Business Analysis, Customer Service, Credit, Banking, Retail Banking, Portfolio Management, Credit Analysis, Commercial Banking, Cash Management, Management, Commercial Mortgages, Commercial Lending, Small Business Lending, Sales, Consumer Lending, Business Development, Finance, Deposits, Risk Management, Financial Risk, Underwriting, Mortgage Lending, Credit Risk, Loan Origination, Financial Services, Mortgage Banking, Refinance, Investments, SBA
Education
Simmons College 2013 — 2015
Master of Business Administration (MBA)
Framingham State College 1999 — 2002
Bachelor's degree, Finance and Economics
Arlington High 1993 — 1997
Belmont Savings Bank October 2010 - Present
Citizens Bank April 2003 - October 2010
Skills
Loans, Business Analysis, Customer Service, Credit, Banking, Retail Banking, Portfolio Management, Credit Analysis, Commercial Banking, Cash Management, Management, Commercial Mortgages, Commercial Lending, Small Business Lending, Sales, Consumer Lending, Business Development, Finance, Deposits, Risk Management, Financial Risk, Underwriting, Mortgage Lending, Credit Risk, Loan Origination, Financial Services, Mortgage Banking, Refinance, Investments, SBA
Education
Simmons College 2013 — 2015
Master of Business Administration (MBA)
Framingham State College 1999 — 2002
Bachelor's degree, Finance and Economics
Arlington High 1993 — 1997
Caitlin Roos's Belmont Savings Bank Experience October 2010 - Present
Job Vice President / Business Banking Relationship Manager Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank October 2010 - Present
RBS Citizens April 2003 - September 2010
Education
Framingham State University 2000 — 2003
Belmont Savings Bank October 2010 - Present
RBS Citizens April 2003 - September 2010
Education
Framingham State University 2000 — 2003
Paul Airasian's Belmont Savings Bank Experience 2008 - 2012
Job Business Development/Access/Precious Metal Consulting
Industry Management Consulting
Experience
Belmont Group 2004 - Present
www.Goldinstitute.net January 2001 - Present
Brookline Bank January 2013 - June 2014
Belmont Savings Bank 2008 - 2012
Boston Biomedical Research Institute 2006 - 2010
Eastern Clothing, Co., Inc. 1970 - 2003
Skills
Strategic Planning, New Business Development, Investments, Sales Management, Business Strategy, Risk Management, Negotiation, Mergers, Portfolio Management, Mergers & Acquisitions, Banking, Small Business, Start-ups, Finance, Financial Modeling, Leadership, Credit, CRM, Financial Analysis, Business Development, Sales, Financial Services, Commercial Lending, Loans, Mortgage Lending, Corporate Finance, Commercial Banking, Valuation, Small Business Lending, Credit Analysis, Commercial Mortgages, Retail Banking, Due Diligence
Education
University of Massachusetts, Amherst
BA, Economics
Belmont Group 2004 - Present
www.Goldinstitute.net January 2001 - Present
Brookline Bank January 2013 - June 2014
Belmont Savings Bank 2008 - 2012
Boston Biomedical Research Institute 2006 - 2010
Eastern Clothing, Co., Inc. 1970 - 2003
Skills
Strategic Planning, New Business Development, Investments, Sales Management, Business Strategy, Risk Management, Negotiation, Mergers, Portfolio Management, Mergers & Acquisitions, Banking, Small Business, Start-ups, Finance, Financial Modeling, Leadership, Credit, CRM, Financial Analysis, Business Development, Sales, Financial Services, Commercial Lending, Loans, Mortgage Lending, Corporate Finance, Commercial Banking, Valuation, Small Business Lending, Credit Analysis, Commercial Mortgages, Retail Banking, Due Diligence
Education
University of Massachusetts, Amherst
BA, Economics
Brian Bagley's Belmont Savings Bank Experience 1993 - Present
Job VP at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank 1993 - Present
Seacoast Savings Bank 1984 - 1993
Skills
Banking, Portfolio Management, Risk Management, Financial Analysis, Retail Banking, Asset Management, Commercial Lending, Credit, Loans, Finance, Financial Services, Commercial Banking, SOX 404, Financial Risk, Underwriting, Credit Analysis, Mortgage Lending, Investments, Business Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business
Dover High School - Class of 1979
Belmont Savings Bank 1993 - Present
Seacoast Savings Bank 1984 - 1993
Skills
Banking, Portfolio Management, Risk Management, Financial Analysis, Retail Banking, Asset Management, Commercial Lending, Credit, Loans, Finance, Financial Services, Commercial Banking, SOX 404, Financial Risk, Underwriting, Credit Analysis, Mortgage Lending, Investments, Business Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business
Dover High School - Class of 1979
John Citrano's Belmont Savings Bank Experience 1987 - Present
Job CFO at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank 1987 - Present
Education
Bentley University
Master's degree, Business Administration
Merrimack College
Bachelor of Science (BS), Business Administration
Belmont Savings Bank 1987 - Present
Education
Bentley University
Master's degree, Business Administration
Merrimack College
Bachelor of Science (BS), Business Administration
Maureen Hallice Lyons's Belmont Savings Bank Experience June 2013 - Present
Job Vice President Loan Operations Manager at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank June 2013 - Present
TDBank April 2007 - June 2013
Countrywide Home Loans November 2005 - September 2006
Countrywide Home Loans March 2003 - October 2005
Members Plus Credit Union February 2001 - March 2003
Bank of America Mortgage Company 1999 - November 2000
Bank of America Mortgage Company 1997 - 1999
Arbor National Mortgage (acquired by Bank of America) 1994 - 1996
Arbor National Mortgage (acquired by Bank of America) 1992 - 1994
Skills
Credit Analysis, Banking, Strategic Planning, Loans, Mortgage Banking, Financial Analysis, Credit, Mortgage Lending, Process Improvement, Portfolio Management, Leadership, Mergers & Acquisitions, Underwriting, Management, Training, Financial Risk, Loan Origination
Education
Emmanuel College
Bachelor's degree, Elementary Education and Rehabilitation Counseling
Belmont Savings Bank June 2013 - Present
TDBank April 2007 - June 2013
Countrywide Home Loans November 2005 - September 2006
Countrywide Home Loans March 2003 - October 2005
Members Plus Credit Union February 2001 - March 2003
Bank of America Mortgage Company 1999 - November 2000
Bank of America Mortgage Company 1997 - 1999
Arbor National Mortgage (acquired by Bank of America) 1994 - 1996
Arbor National Mortgage (acquired by Bank of America) 1992 - 1994
Skills
Credit Analysis, Banking, Strategic Planning, Loans, Mortgage Banking, Financial Analysis, Credit, Mortgage Lending, Process Improvement, Portfolio Management, Leadership, Mergers & Acquisitions, Underwriting, Management, Training, Financial Risk, Loan Origination
Education
Emmanuel College
Bachelor's degree, Elementary Education and Rehabilitation Counseling
Amy Iman Moy's Belmont Savings Bank Experience May 2015 - Present
Job Business Banking Client Services Specialist at Belmont Savings Bank
Industry Banking
Experience
BELMONT SAVINGS BANK May 2015 - Present
RTN Federal Credit Union September 2011 - May 2015
Century Bank June 2010 - July 2011
First Trade Union Bank/ Radius Bank June 2009 - July 2010
Bank of America February 2001 - February 2008
Fleet Bank and BankBoston June 1997 - February 2001
BayBanks October 1995 - June 1997
Brookline Bank 1995 - 1997
Brookline Bank 1995 - 1997
Skills
Deposit Operations, Loan Operations, Cash Management...
Education
Boston University 1985 — 1989
BS, Business Administration
Cambridge College
BELMONT SAVINGS BANK May 2015 - Present
RTN Federal Credit Union September 2011 - May 2015
Century Bank June 2010 - July 2011
First Trade Union Bank/ Radius Bank June 2009 - July 2010
Bank of America February 2001 - February 2008
Fleet Bank and BankBoston June 1997 - February 2001
BayBanks October 1995 - June 1997
Brookline Bank 1995 - 1997
Brookline Bank 1995 - 1997
Skills
Deposit Operations, Loan Operations, Cash Management...
Education
Boston University 1985 — 1989
BS, Business Administration
Cambridge College
Jason Goodell's Belmont Savings Bank Experience June 2013 - Present
Job Business Reporting Analyst at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank June 2013 - Present
State Street January 2011 - June 2013
State Street July 2006 - January 2011
State Street December 2003 - July 2006
Skills
Accounting, Analysis, Banking, Business Analysis, Business Process..., Change Management, Essbase, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Process Improvement, Mutual Funds
Education
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Finance, General
Belmont Savings Bank June 2013 - Present
State Street January 2011 - June 2013
State Street July 2006 - January 2011
State Street December 2003 - July 2006
Skills
Accounting, Analysis, Banking, Business Analysis, Business Process..., Change Management, Essbase, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Process Improvement, Mutual Funds
Education
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Finance, General
Karen Duffy's Belmont Savings Bank Experience April 2013 - March 2015
Job Residential Lending Professional
Industry Banking
Experience
Berkshire Bank March 2015 - Present
Belmont Savings Bank April 2013 - March 2015
Eastern Bank October 2012 - March 2013
Shatswell, Macleod & Company May 2012 - October 2012
Metro Credit Union February 2012 - May 2012
Middlesex Federal Savings Bank March 2011 - January 2012
Cambridge Trust Company 2009 - 2009
Independence Mortgage Group 2007 - 2009
SunTrust Bank 2007 - 2007
TD Banknorth 2006 - 2007
Skills
Residential Homes, USDA, Loan Origination, FHA financing, Real Estate Financing, FHA, Mortgage Lending, Loans, Underwriting, Portfolio Management, Residential Mortgages, Mortgage Banking, Refinance, Commercial Banking, Mortgage Underwriting, Credit, VA loans, Consumer Lending, Reverse Mortgages, Banking, Credit Analysis, VA Loans, FHA Financing
Education
The New England Institute of Art
Berkshire Bank March 2015 - Present
Belmont Savings Bank April 2013 - March 2015
Eastern Bank October 2012 - March 2013
Shatswell, Macleod & Company May 2012 - October 2012
Metro Credit Union February 2012 - May 2012
Middlesex Federal Savings Bank March 2011 - January 2012
Cambridge Trust Company 2009 - 2009
Independence Mortgage Group 2007 - 2009
SunTrust Bank 2007 - 2007
TD Banknorth 2006 - 2007
Skills
Residential Homes, USDA, Loan Origination, FHA financing, Real Estate Financing, FHA, Mortgage Lending, Loans, Underwriting, Portfolio Management, Residential Mortgages, Mortgage Banking, Refinance, Commercial Banking, Mortgage Underwriting, Credit, VA loans, Consumer Lending, Reverse Mortgages, Banking, Credit Analysis, VA Loans, FHA Financing
Education
The New England Institute of Art
Noman Pathan's Belmont Savings Bank Experience September 2011 - April 2014
Job Research Analyst at Technology Business Research
Industry Banking
Experience
Technology Business Research March 2015 - Present
New Forest Capital September 2014 - March 2015
Belmont Savings Bank September 2011 - April 2014
Morton Financial June 2011 - August 2011
MC Capital October 2010 - November 2010
MC Capital 2010 - 2010
Pyxis Mobile June 2008 - August 2008
Skills
Mortgage Lending, Finance, Risk Management, Financial Modeling, Analysis, Due Diligence, Credit, Mergers & Acquisitions, Loans, Banking, Financial Analysis, Networking, Valuation
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance & Accounting
Breaking Into WallStreet (Online Training Program) 2014 — 2014
Excel shortcuts; Financial Modeling
Technology Business Research March 2015 - Present
New Forest Capital September 2014 - March 2015
Belmont Savings Bank September 2011 - April 2014
Morton Financial June 2011 - August 2011
MC Capital October 2010 - November 2010
MC Capital 2010 - 2010
Pyxis Mobile June 2008 - August 2008
Skills
Mortgage Lending, Finance, Risk Management, Financial Modeling, Analysis, Due Diligence, Credit, Mergers & Acquisitions, Loans, Banking, Financial Analysis, Networking, Valuation
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance & Accounting
Breaking Into WallStreet (Online Training Program) 2014 — 2014
Excel shortcuts; Financial Modeling
Lou Fernandes's Belmont Savings Bank Experience September 2010 - December 2013
Job Account Executive at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. January 2014 - Present
Belmont Savings Bank September 2010 - December 2013
First Citizens Federal Credit Union August 2009 - September 2010
Sovereign Bank July 2004 - January 2009
Compass Bank (acquired by Sovereign Bank, July 2004) November 1996 - July 2004
Shawmut Bank June 1978 - November 1996
Household Finance Corporation June 1977 - June 1978
Skills
Customer Service, Banking, Customer Retention, Automobile, Sales Management, Customer Satisfaction, Sales Process, Team Building, Business Planning, Budgets, Sales, Business Development, Management, Profit, Pricing, Coaching, Mortgage Lending, Retail, Credit Risk, Commercial Lending, New Business Development, Retail Banking, Insurance, Account Management, Negotiation, Solution Selling, Process Improvement, Finance, Sales Operations, Forecasting, Commercial Mortgages, Leadership, Portfolio Management, Risk Management, Mortgage Banking, Loan Origination, Consumer Lending, Loans, Small Business Lending, Credit Analysis, Lines Of Credit
Education
Providence College 1973 — 1977
BA
Ally Financial Inc. January 2014 - Present
Belmont Savings Bank September 2010 - December 2013
First Citizens Federal Credit Union August 2009 - September 2010
Sovereign Bank July 2004 - January 2009
Compass Bank (acquired by Sovereign Bank, July 2004) November 1996 - July 2004
Shawmut Bank June 1978 - November 1996
Household Finance Corporation June 1977 - June 1978
Skills
Customer Service, Banking, Customer Retention, Automobile, Sales Management, Customer Satisfaction, Sales Process, Team Building, Business Planning, Budgets, Sales, Business Development, Management, Profit, Pricing, Coaching, Mortgage Lending, Retail, Credit Risk, Commercial Lending, New Business Development, Retail Banking, Insurance, Account Management, Negotiation, Solution Selling, Process Improvement, Finance, Sales Operations, Forecasting, Commercial Mortgages, Leadership, Portfolio Management, Risk Management, Mortgage Banking, Loan Origination, Consumer Lending, Loans, Small Business Lending, Credit Analysis, Lines Of Credit
Education
Providence College 1973 — 1977
BA
JOHN QUEEN's Belmont Savings Bank Experience September 2009 - Present
Job Branch Manager at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank September 2009 - Present
Sovereign Bank July 1991 - January 2009
Skills
Leadership, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Training, Customer Satisfaction, Loans, Banking, Retail Banking, Customer Service, Commercial Banking, Retail, Branch Management, Underwriting, Project Planning, Strategic Planning
Education
Franklin Pierce University 1986 — 1991
BS, Finance
Belmont Savings Bank September 2009 - Present
Sovereign Bank July 1991 - January 2009
Skills
Leadership, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Training, Customer Satisfaction, Loans, Banking, Retail Banking, Customer Service, Commercial Banking, Retail, Branch Management, Underwriting, Project Planning, Strategic Planning
Education
Franklin Pierce University 1986 — 1991
BS, Finance
Joyce Danielson's Belmont Savings Bank Experience August 2009 - Present
Job Director of Human Resources at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank August 2009 - Present
Strata Bank November 2001 - July 2009
Skills
Banking, Deferred Compensation, Process Improvement, Employee Relations, Leadership, Human Resources, Coaching, Strategic Planning, Payroll, Employee Benefits, Recruiting, Executive Pay, Management, Talent Acquisition, Mergers & Acquisitions
Education
WPI /Clark University
MS, Graduate School of Management
Clark University
Graduate Management Program, Business
Anna Maria College
BA
Belmont Savings Bank August 2009 - Present
Strata Bank November 2001 - July 2009
Skills
Banking, Deferred Compensation, Process Improvement, Employee Relations, Leadership, Human Resources, Coaching, Strategic Planning, Payroll, Employee Benefits, Recruiting, Executive Pay, Management, Talent Acquisition, Mergers & Acquisitions
Education
WPI /Clark University
MS, Graduate School of Management
Clark University
Graduate Management Program, Business
Anna Maria College
BA
Seth Lopes's Belmont Savings Bank Experience January 2011 - Present
Job Vice President / Business Client Manager at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank January 2011 - Present
Cambridge Savings Bank November 2009 - January 2011
Bank of America June 2008 - April 2009
Champion Mortgage, A Division of Key Bank 2005 - 2008
Skills
Banking, Cash Management, Loans, Mergers & Acquisitions, Investments, Treasury Management, Cash Flow, Sales, Lines Of Credit, Working Capital..., Credit, Commercial Lending, Mortgage Lending, Portfolio Management, Credit Analysis, Consumer Lending, Small Business Lending, Mortgage Banking, Asset Based Lending, Commercial Banking, Commercial Mortgages, Finance, Credit Risk, Risk Management, Refinance, Cross Selling, Relationship Management, Private Banking, Residential Mortgages, Corporate Finance, Construction Loans, Real Estate Financing, Credit Cards, Deposits, Real Estate Economics, Financial Reporting, Small Business
Education
Assumption College 2000 — 2004
Bachelor of Business Administration (BBA), Economics with a Business Concentration
Belmont Savings Bank January 2011 - Present
Cambridge Savings Bank November 2009 - January 2011
Bank of America June 2008 - April 2009
Champion Mortgage, A Division of Key Bank 2005 - 2008
Skills
Banking, Cash Management, Loans, Mergers & Acquisitions, Investments, Treasury Management, Cash Flow, Sales, Lines Of Credit, Working Capital..., Credit, Commercial Lending, Mortgage Lending, Portfolio Management, Credit Analysis, Consumer Lending, Small Business Lending, Mortgage Banking, Asset Based Lending, Commercial Banking, Commercial Mortgages, Finance, Credit Risk, Risk Management, Refinance, Cross Selling, Relationship Management, Private Banking, Residential Mortgages, Corporate Finance, Construction Loans, Real Estate Financing, Credit Cards, Deposits, Real Estate Economics, Financial Reporting, Small Business
Education
Assumption College 2000 — 2004
Bachelor of Business Administration (BBA), Economics with a Business Concentration
Walter McGinness, CIA, CBA, CRMA's Belmont Savings Bank Experience June 2013 - Present
Job Vice President and Director of Internal Audit
Industry Banking
Experience
Belmont Savings Bank June 2013 - Present
Sovereign Bank June 2000 - May 2013
Education
Northeastern University
BSBA, Finance and Accounting
Belmont Savings Bank June 2013 - Present
Sovereign Bank June 2000 - May 2013
Education
Northeastern University
BSBA, Finance and Accounting
Pamela Karalis's Belmont Savings Bank Experience October 2012 - Present
Job Vice President Retail Banking Officer
Industry Banking
Experience
Santander Bank, N.A. April 2015 - Present
Belmont Savings Bank October 2012 - Present
Bank of America July 2008 - September 2012
Skills
Banking, Credit, Loan Origination, Small Business Lending, Mortgage, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk, Portfolio Management, Commercial Banking, Commercial Lending, Risk Management, Loans, Mortgage Banking
Education
Northeastern University 1992 — 1997
Bachelor's Degree, Finance
Santander Bank, N.A. April 2015 - Present
Belmont Savings Bank October 2012 - Present
Bank of America July 2008 - September 2012
Skills
Banking, Credit, Loan Origination, Small Business Lending, Mortgage, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk, Portfolio Management, Commercial Banking, Commercial Lending, Risk Management, Loans, Mortgage Banking
Education
Northeastern University 1992 — 1997
Bachelor's Degree, Finance
Jane Faccenda's Belmont Savings Bank Experience September 2012 - August 2013
Job Vice President / Premier Relationship Manager
Industry Financial Services
Experience
Citizens Bank June 2014 - Present
Citizens Bank May 2003 - June 2014
Belmont Savings Bank September 2012 - August 2013
Skills
Loans, Consumer Lending, Credit, Banking, Sales, Branch Banking, Branch Management, Commercial Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, Retail Banking, Small Business Lending, Team Building, Commercial Mortgages, Mortgage Banking, Cross Selling, Relationship Management, Financial Services, Management, Investments
Education
Boston College
BA, Economics
Citizens Bank June 2014 - Present
Citizens Bank May 2003 - June 2014
Belmont Savings Bank September 2012 - August 2013
Skills
Loans, Consumer Lending, Credit, Banking, Sales, Branch Banking, Branch Management, Commercial Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, Retail Banking, Small Business Lending, Team Building, Commercial Mortgages, Mortgage Banking, Cross Selling, Relationship Management, Financial Services, Management, Investments
Education
Boston College
BA, Economics
Lucia Berger's Belmont Savings Bank Experience April 2013 - May 2013
Job Quality Control/Compliance at Bankers Advisory, A CliftonLarsonAllen LLP Divison
Industry Financial Services
Experience
Bankers Advisory November 2013 - Present
Lowell Five Cent Savings Bank 2013 - November 2013
Belmont Savings Bank April 2013 - May 2013
Law Offices of George P. Katsarakes October 2012 - December 2012
Law Office of Robert O. Berger, January 2004 - December 2008
Law Office of Grimes and D'Angio March 1990 - April 1992
Skills
Commercial Litigation, Civil Litigation, Remote Lender loan..., Genworth MI Training..., Genworth MI Training..., E-Mail, Adobe, MS..., Byte and Doc Magic Loan..., Computer-Assisted Legal...
Education
Clark University
Bachelor’s Degree
Suffolk University Law School
J.D.
Bankers Advisory November 2013 - Present
Lowell Five Cent Savings Bank 2013 - November 2013
Belmont Savings Bank April 2013 - May 2013
Law Offices of George P. Katsarakes October 2012 - December 2012
Law Office of Robert O. Berger, January 2004 - December 2008
Law Office of Grimes and D'Angio March 1990 - April 1992
Skills
Commercial Litigation, Civil Litigation, Remote Lender loan..., Genworth MI Training..., Genworth MI Training..., E-Mail, Adobe, MS..., Byte and Doc Magic Loan..., Computer-Assisted Legal...
Education
Clark University
Bachelor’s Degree
Suffolk University Law School
J.D.
Joann Mullen's Belmont Savings Bank Experience March 2014 - Present
Job Staff Accountant at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank March 2014 - Present
Central Coop Bank March 2006 - February 2013
Central Coop Bank September 2002 - March 2006
US Trust 1998 - 2000
Skills
Banking, Performance Management, Loans, Credit
Education
Northeastern University
BS, Finance
Fisher College
AS, Management
Belmont Savings Bank March 2014 - Present
Central Coop Bank March 2006 - February 2013
Central Coop Bank September 2002 - March 2006
US Trust 1998 - 2000
Skills
Banking, Performance Management, Loans, Credit
Education
Northeastern University
BS, Finance
Fisher College
AS, Management
Gretchen Fulham's Belmont Savings Bank Experience March 2011 - Present
Job MIT Federal Credit Union
Industry Banking
Experience
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
Nancy Sarris's Belmont Savings Bank Experience September 2010 - Present
Job Financial Professional
Industry Banking
Experience
Belmont Savings Bank September 2010 - Present
Citizens Financial Group (CFG) 2005 - 2010
State Street September 1984 - June 2004
Skills
Consumer Lending, Banking, Loans, Credit, Business Strategy, Customer Service, Outlook, Retail Banking, Microsoft Office, New Business Development, Strategic Planning, Change Management, Coaching, Management Consulting, Business Analysis, Leadership, Budgets, Management, Investment Management, Contingency Management, Commercial Lending, Small Business Lending, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Financial Services, Loan Origination, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Credit Risk, Financial Analysis
Education
Bryant College
Business Management
Carnegie
Belmont Savings Bank September 2010 - Present
Citizens Financial Group (CFG) 2005 - 2010
State Street September 1984 - June 2004
Skills
Consumer Lending, Banking, Loans, Credit, Business Strategy, Customer Service, Outlook, Retail Banking, Microsoft Office, New Business Development, Strategic Planning, Change Management, Coaching, Management Consulting, Business Analysis, Leadership, Budgets, Management, Investment Management, Contingency Management, Commercial Lending, Small Business Lending, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Financial Services, Loan Origination, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Credit Risk, Financial Analysis
Education
Bryant College
Business Management
Carnegie
Stephen Paolillo's Belmont Savings Bank Experience June 2011 - August 2012
Job Research Assistant at Federal Reserve Board
Industry Banking
Experience
Federal Reserve Board August 2015 - Present
Middlebury College CTLR September 2014 - December 2014
New England Baptist Hospital July 2014 - September 2014
Deloitte July 2014 - September 2014
Belmont Savings Bank June 2011 - August 2012
Belmont Public Library June 2008 - December 2009
Skills
Microsoft Office, Economics, Microsoft Excel, Public Speaking, Stata, PowerPoint, Macroeconomics, Microeconomics, Italian, Acting, Microsoft Word, Theatre
Education
Middlebury College 2011 — 2015
Bachelor of Arts (BA), Economics, 3.78 GPA
Middlebury College Summer Language Schools 2013 — 2013
Italian
Belmont High School 2007 — 2011
High School Degree, 3.86 unweighted GPA, 4.81 weighted GPA
Federal Reserve Board August 2015 - Present
Middlebury College CTLR September 2014 - December 2014
New England Baptist Hospital July 2014 - September 2014
Deloitte July 2014 - September 2014
Belmont Savings Bank June 2011 - August 2012
Belmont Public Library June 2008 - December 2009
Skills
Microsoft Office, Economics, Microsoft Excel, Public Speaking, Stata, PowerPoint, Macroeconomics, Microeconomics, Italian, Acting, Microsoft Word, Theatre
Education
Middlebury College 2011 — 2015
Bachelor of Arts (BA), Economics, 3.78 GPA
Middlebury College Summer Language Schools 2013 — 2013
Italian
Belmont High School 2007 — 2011
High School Degree, 3.86 unweighted GPA, 4.81 weighted GPA
Patricia Hatton's Belmont Savings Bank Experience December 2013 - Present
Job AVP/SR Mortgage Underwriter at BELMONT SAVINGS BANK
Industry Financial Services
Experience
BELMONT SAVINGS BANK December 2013 - Present
Mortgage Master, Inc. February 2012 - November 2013
Plaza Home Mortgage December 2009 - January 2012
Taylor, Bean & Whitaker January 2004 - August 2009
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage, Mortgage Industry, Underwriting, Conventional, FHA, Mortgage Banking, Residential Mortgages, Loans, Refinance, Conforming, Credit, USDA, Government Loans
Education
Miami University
BELMONT SAVINGS BANK December 2013 - Present
Mortgage Master, Inc. February 2012 - November 2013
Plaza Home Mortgage December 2009 - January 2012
Taylor, Bean & Whitaker January 2004 - August 2009
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage, Mortgage Industry, Underwriting, Conventional, FHA, Mortgage Banking, Residential Mortgages, Loans, Refinance, Conforming, Credit, USDA, Government Loans
Education
Miami University
Eric Westin's Belmont Savings Bank Experience May 2012 - Present
Job Senior Banker at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank May 2012 - Present
Central Rock Climbing Gym August 2013 - Present
Macy's December 2005 - February 2013
Citizens Bank 2009 - May 2012
Comair May 2009 - September 2009
Saint Michaels Fire and Rescue January 2006 - September 2009
Skills
Laboratory Techniques, Laboratory Experience, Banking, Finance, Customer Experience, Operational Excellence, Sales Operations, Customer Relations, Customer Service, Customer Engagement, Cpr Certified, First Aid, Microsoft Office, Firefighting, Sales Management, Cashiering, Stress Management, Oracle, Interviewing, Coaching, Financial Analysis, Rock Climbing, Microsoft Excel, Customer Satisfaction, Security Operations, Workplace Safety, Loan Origination
Education
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Biology, General
Belmont Savings Bank May 2012 - Present
Central Rock Climbing Gym August 2013 - Present
Macy's December 2005 - February 2013
Citizens Bank 2009 - May 2012
Comair May 2009 - September 2009
Saint Michaels Fire and Rescue January 2006 - September 2009
Skills
Laboratory Techniques, Laboratory Experience, Banking, Finance, Customer Experience, Operational Excellence, Sales Operations, Customer Relations, Customer Service, Customer Engagement, Cpr Certified, First Aid, Microsoft Office, Firefighting, Sales Management, Cashiering, Stress Management, Oracle, Interviewing, Coaching, Financial Analysis, Rock Climbing, Microsoft Excel, Customer Satisfaction, Security Operations, Workplace Safety, Loan Origination
Education
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Biology, General
Zach D. McCabe's Belmont Savings Bank Experience June 2011 - August 2011
Job Advisory Intern IT Audit and Assurance at KPMG US
Industry Information Technology and Services
Experience
Bentley University August 2014 - Present
KPMG US June 2015 - August 2015
Pegasystems May 2014 - August 2014
VDC Research Group July 2013 - August 2013
Belmont Savings Bank June 2011 - August 2011
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Computer Information Systems with Management Minor
Belmont High School
Bentley University August 2014 - Present
KPMG US June 2015 - August 2015
Pegasystems May 2014 - August 2014
VDC Research Group July 2013 - August 2013
Belmont Savings Bank June 2011 - August 2011
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Computer Information Systems with Management Minor
Belmont High School