Boston Private

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Boston Private Employees

Employee
Years
Job
Industry
Nathan Dube Nathan Dube Greater Boston Area Details
Nathan Dube's Boston Private Experience August 2015 - Present
Job Credit Analyst at Boston Private
Industry Banking
Experience
Boston Private   August 2015 - Present
Cannon Design  September 2011 - August 2015

Skills
Engineering, Revit, AutoCAD, Photoshop, CAD, LEED

Education
Suffolk University   2013 — 2017
Master of Business Administration (MBA)

Suffolk University   2013 — 2017
Master's of Finance (MSF)

Wentworth Institute of Technology   2008 — 2012
Bachelor's degree, Computer Engineering

Jimar Wilson Jimar Wilson Greater Los Angeles Area Details
Jimar Wilson's Boston Private Experience August 2012 - Present
Job Vice President, Community Investment Officer at Boston Private
Industry Financial Services
Experience
Boston Private   August 2012 - Present
Northern Trust  January 2008 - May 2012
West Angeles Community Development Corporation  November 2007 - January 2008
West Angeles Community Development Corporation  June 2004 - October 2007
City of Ypsilanti  September 2002 - March 2004
MIT  February 2001 - August 2001

Skills
Community Development, Policy, Affordable Housing, Nonprofits, Community Outreach, Real Estate Development, Economic Development, Public Policy, Banking, Strategic Planning, Commercial Real Estate, Management, Mortgage Lending, Small Business Lending, Program Management, Finance, Asset Management, Leadership, Philanthropy, Loans, Portfolio Management, Public Relations, Event Planning, Financial Analysis, Project Management, Budgets, Due Diligence, Research, Leadership Development, Grant Writing, Volunteer Management, Government, Executive Management, Public Speaking

Education
Massachusetts Institute of Technology
Master in City Planning

University of California, Berkeley
Bachelor of Arts

UC Berkeley Graduate School of Public Policy
Public Policy & International Affairs Fellowship Program, Junior Summer Institute

Peter Cowenhoven Peter Cowenhoven Greater Boston Area Details
Peter Cowenhoven's Boston Private Experience March 2013 - Present
Job Vice President Boston Private Wealth
Industry Financial Services
Experience
Boston Private   March 2013 - Present
Boston Private Bank  April 2010 - February 2013
BlackRock  March 2006 - April 2009
Investors Bank & Trust  July 2002 - November 2005
Investors Bank & Trust  May 2001 - July 2002
Investors Bank & Trust  November 1999 - May 2001

Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading

Education
Trinity College-Hartford   1995 — 1999
B.A. Economics, Economics

Derryfield School   1989 — 1995
High School

Christine Wood Christine Wood Greater Boston Area Details
Christine Wood's Boston Private Experience September 2015 - Present
Job Compensation Manager at Boston Private
Industry Human Resources
Experience
Boston Private   September 2015 - Present
Monitise  January 2014 - July 2015
dmg media   January 2012 - January 2014
W.T. Haigh & Company   October 2008 - January 2014
Neiman Marcus  June 2007 - October 2008
Neiman Marcus  September 2004 - October 2008
Neiman Marcus  September 2004 - June 2007

Education
University of Arizona   2000 — 2004
BA, Communications

Jamie Tomc Jamie Tomc Greater Boston Area Details
Jamie Tomc's Boston Private Experience June 2015 - Present
Job Commercial Loan Officer at Boston Private
Industry Banking
Experience
Boston Private   June 2015 - Present
Boston Private   November 2014 - May 2015
Enterprise Bank (Enterprise Bancorp)   June 2014 - November 2014
Enterprise Bank (Enterprise Bancorp)   December 2013 - June 2014
Enterprise Bank (Enterprise Bancorp)   September 2013 - December 2013
Enterprise Bank (Enterprise Bancorp)   November 2008 - September 2013
Enterprise Bank (Enterprise Bancorp)   August 2008 - October 2008
Enterprise Bank (Enterprise Bancorp)   August 2007 - August 2008
Elizabeth Gillett  May 2006 - August 2006
Office of Senator Joseph Lieberman  January 2006 - May 2006

Skills
Branch Management, Leadership Development, Business Analysis, Microsoft Excel, Leadership, Financial Analysis, Strategic Planning, PowerPoint, Banking, Public Speaking, Fundraising, Microsoft Office, Portfolio Management, Customer Service, Time Management, Insurance, Management, Training, Marketing, Commercial Banking, Sales, Business Development, Coaching, Loans, Small Business, CRM, Commercial Lending, Mortgage Lending, Small Business Lending, Retail Banking, Finance, Credit Analysis, Cash Management, Consumer Lending, Lines Of Credit

Education
Boston University Questrom School of Business   2008 — 2011
MBA, Dual Concentration: Entrepreneurship & Strategy and Business Analysis

College of the Holy Cross   2003 — 2007
BA, Economics Major, Visual Arts Minor

Mercy High School   2000 — 2003
High School Diploma

David Donahue David Donahue Greater Boston Area Details
David Donahue's Boston Private Experience July 2014 - Present
Job Commercial Loan Officer at Boston Private
Industry Banking
Experience
Boston Private   July 2014 - Present
Boston Private   April 2011 - July 2014
Randolph Savings Bank  June 2010 - April 2011

Skills
Credit, Financial Reporting, Cash Flow, Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Commercial Lending, Bloomberg, Banking, Finance, Underwriting, Commercial Banking, Loans

Education
Bentley University   2006 — 2010
BS, Finance

Xaverian Brothers High School   2002 — 2006

Cameron Billings Cameron Billings Boston, Massachusetts Details
Cameron Billings's Boston Private Experience January 2015 - Present
Job CTO & Cofounder at Wizio
Industry Financial Services
Experience
Wizio   January 2015 - Present
Boston Private   January 2015 - Present
Northeastern University Entrepreneurs Club  June 2014 - June 2015
Northeastern University  September 2014 - December 2014
Objective Logistics  May 2014 - September 2014
Northeastern University Entrepreneurs Club  January 2014 - June 2014
Natixis Global Asset Management  July 2013 - January 2014
Northeastern University Entrepreneurs Club  June 2013 - December 2013
Bath and Bodyworks  July 2010 - July 2012

Skills
Entrepreneurship, Start-ups, Microsoft Excel, Market Research, Bootstrap, Data Analysis, JavaScript, Node.js, SQL, HTML, AngularJS, MySQL, R, Business Strategy, Photogtaphy, Finance, Training, PowerPoint, Management, Java, Public Speaking, C#, ASP.NET MVC, Microsoft Word, Visual Studio, Microsoft SQL Server, Github, SQL Server Management..., CSS

Education
Northeastern University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Concentration: Management Information Systems. Dual Minor: Computer Science and Economics, 3.2

Suffolk County Community College   2012 — 2013
Computer Sciences, Computer Science, 3.1

Nicholas Egan Nicholas Egan Pasadena, California Details
Nicholas Egan's Boston Private Experience August 2015 - Present
Job Commercial Lending at Boston Private
Industry Financial Services
Experience
Boston Private   August 2015 - Present
Boston Private Bank  July 2014 - August 2015

Skills
Teamwork, Credit Analysis, Financial Modeling, PowerPoint

Education
Amherst College   2010 — 2014
Bachelor's Degree, Economics

Tara Boucher Tara Boucher Greater Boston Area Details
Tara Boucher's Boston Private Experience April 2012 - Present
Job VP Financial Systems Analyst at Boston Private
Industry Banking
Experience
Boston Private   April 2012 - Present
Danversbank  November 1988 - November 2011

Skills
Credit, Banking, Loans, Risk Management, Cash Management, Customer Service, Finance, Commercial Banking, Credit Analysis, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Retail Banking, Internet Banking, Portfolio Management, Deposits, ACH, Financial Services

Education
Salem State College
Bachelor of Science (BS), Business Administration / Finance

Southern New Hampshire University
Master of Business Administration (MBA)

Andrew Madlinger Andrew Madlinger Brunswick, Maine Details
Andrew Madlinger's Boston Private Experience September 2014 - Present
Job RDP Associate at Boston Private Financial Holdings
Industry Higher Education
Experience
Boston Private   September 2014 - Present
Fidelity Investments: Institutional Wealth Services  June 2013 - August 2013
Under Armour  June 2012 - August 2012
Deutsche Bank: Private Client Group   August 2011 - August 2011

Skills
Stata, Economics, Research, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Non-profit Volunteer, Public Speaking, Management, Customer Service, Recruiting

Education
Bowdoin College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Ridge High School   2008 — 2010

Aaron Feldman Aaron Feldman Greater Boston Area Details
Aaron Feldman's Boston Private Experience June 2012 - August 2012
Job Wellington Hedge Management
Industry Investment Management
Experience
Wellington Management  June 2014 - Present
Winchester Savings Bank  May 2008 - July 2015
Muhlenberg College  October 2011 - May 2014
Baldrige Asset Management   January 2013 - May 2013
Boston Private   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Morningstar, Economics, Corporate Finance, Statistics, Photoshop, Data Entry, Spanish, Outlook, Analysis, Finance

Education
Muhlenberg College   2010 — 2014
Bachelor of Arts, Finance, Business Administration

Universiteit Maastricht   2012 — 2012
International Business

Winchester High School   2006 — 2010

Sean Donlan Sean Donlan Greater Boston Area Details
Sean Donlan's Boston Private Experience July 2015 - Present
Job Business Intelligence Developer at Boston Private
Industry Information Technology and Services
Experience
Boston Private   July 2015 - Present
Radius Bank (Formerly First Trade Union Bank)   September 2012 - July 2015
Brooks Automation  June 2011 - September 2012
PaxWorld Mutual Funds   May 2010 - August 2010
Cedardale Health & Fitness  May 2007 - August 2009

Skills
Technical Support, Active Directory, Troubleshooting, Access, Databases, Windows 7, SharePoint, Management, System Administration, MDT, Database Admin, Data Analysis, Windows, SQL, PowerPoint, Microsoft Office, Customer Service

Education
Boston University - Metropolitan College   2014 — 2016
Master of Computer Science, Computer Information Systems Management - Business Intelligence

University of New Hampshire - Whittemore School of Business and Economics   2007 — 2011
B.S, Business Administration; Information Systems Management

Andover High School   2003 — 2007
High School Degree, General

Eve Hoefle Eve Hoefle Greater Boston Area Details
Eve Hoefle's Boston Private Experience June 2011 - Present
Job Senior Vice President at Boston Private Bank
Industry Real Estate
Experience
Boston Private   June 2011 - Present
Shore Country Day School  2009 - June 2011
Brookwood Financial Partners, L.P.   May 1993 - January 2010
Brookwood Financial Partners, L.P.   May 1993 - January 2010
ObjectFX  2000 - 2009
Ubiquitel  1999 - 2006
New World Restaurant Group  1999 - 2003
First National Bank of Ipswich  1991 - 1992
Bank of Boston  1984 - 1991

Skills
Loans, Venture Capital, Finance, Private Equity, Investments, Investment Management, Management, Real Estate, Leadership, Credit, Mergers & Acquisitions, Private Banking, Due Diligence, Banking, Nonprofits

Education
Princeton University   1980 — 1984
AB, History

Jenna Luongo Jenna Luongo Greater Boston Area Details
Jenna Luongo's Boston Private Experience January 2013 - Present
Job Marketing Coordinator at Boston Private
Industry Marketing and Advertising
Experience
Boston Private   January 2013 - Present
Boston Private   November 2011 - January 2013
Providence Business News  September 2010 - May 2011
Providence College  November 2008 - May 2011
Gulf Oil  May 2010 - September 2010
Everett Co-operative Bank  August 2005 - August 2010
Province Mortgage Associates  January 2010 - May 2010
Celsius, Inc  May 2009 - December 2009

Skills
Marketing, Always Punctual, PowerPoint, Social Media, Wire Transfers, Time Management, Microsoft Excel, Microsoft Office, Facebook, Event Planning, Corporate Events, Corporate Social..., Marketing Strategy, Marketing Communications, Friendly Personality, Social Media Marketing, Social Networking, Advertising

Education
Providence College   2007 — 2011
BS, Marketing

Pope John XXIII High School   2003 — 2007
Diploma

Matthew Harlan Matthew Harlan Boston, Massachusetts Details
Matthew Harlan's Boston Private Experience March 2014 - Present
Job Treasury Analyst at Boston Private
Industry Financial Services
Experience
Boston Private   March 2014 - Present

Education
Harvard University   2013 — 2016
Masters Degree (ALM), Finance

University of Notre Dame - Mendoza College of Business   2012 — 2012
Masters Certificate, Intercultural Management

University of Houston-Downtown   2010 — 2012
Bachelor of Business Administration (BBA), Accounting

University of Houston, C.T. Bauer College of Business   2008 — 2010
Bachelor of Business Administration (BBA), Entreprenuership

Bruce Daniels Bruce Daniels Greater Boston Area Details
Bruce Daniels's Boston Private Experience February 2012 - Present
Job Senior Vice President at Boston Private
Industry Banking
Experience
Boston Private   February 2012 - Present
Salem Five Bank  2005 - February 2012
Bank of America  2004 - 2005
Fleet Bank  2000 - 2004
Citizens Bank  1999 - 2000
State Street Bank  1987 - 1999

Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending

Education
Dartmouth College   1976 — 1980
A.B., Economics

Boston University Questrom School of Business   1985 — 1987
MBA, Finance

Torrance Childs Torrance Childs Greater Boston Area Details
Torrance Childs's Boston Private Experience January 2014 - Present
Job Regional Executive Director East Coast and National Director of Deposit Management
Industry Banking
Experience
Boston Private   January 2014 - Present
Boston Private Bank  March 2007 - December 2013
Bank of America  August 1991 - May 2006

Skills
Banking, Commercial Banking, Retail Banking, Relationship Management, Small Business Lending, Credit, Loans, Financial Services, Strategy, Management, Private Banking, Consumer Lending, Wealth Management, Portfolio Management, Fixed Income, Investments, Bank Mergers, Sales Management, Sales Operations, Team Building, Commercial Lending, Team Leadership, Sales, Growth Strategies, Sales Growth, Capital Raising, Client Growth, Mergers & Acquisitions, Credit Analysis, Asset Management, Risk Management, Cash Management, Mortgage Lending, Credit Risk, Underwriting, Financial Risk, Leadership, Executive Management

Education
Boston University
BS

Northeastern University - Graduate School of Business Administration
MBA

Mary Ann Manning Mary Ann Manning Greater Boston Area Details
Mary Ann Manning's Boston Private Experience June 2010 - Present
Job Senior Vice President, Director of Marketing Communications at Boston Private
Industry Financial Services
Experience
Boston Private   June 2010 - Present
Fiduciary Trust Company  February 2005 - January 2010
Atlantic Trust formerly Pell Rudman   November 1985 - November 2002

Skills
Marketing Communications, Market Research, Competitive Analysis, Brand Management, Event Planning, Product Development, Project Management, Mutual Funds, Portfolio Management, Financial Services, Wealth Management, Marketing Strategy, Strategic Planning, Relationship Management, Investments, Series 7, Asset Managment, Investment Management, Equities, Alternative Investments

Education
Suffolk University - Sawyer Business School   2000 — 2002
MBA, Business

Lesley University   1974 — 1978
BS, Education

A. J. Giacobbe A. J. Giacobbe Boston, Massachusetts Details
A. J. Giacobbe's Boston Private Experience May 2012 - December 2014
Job VP, Compliance Oversight Programs at State Street
Industry Financial Services
Experience
State Street  January 2015 - Present
Boston Private   May 2012 - December 2014

Skills
Risk Management, Finance, Strategic Planning, Business Analysis, Investments, Internal Controls, Policy, Credit Risk, Strategy, Operations Management, Portfolio Management, Change Management, Capital Markets, Leadership, Internal Audit, Management Consulting, Securities, Investment Banking, Operational Risk, Business Process, Public Relations, Private Equity, AML, Training, Problem Solving, Communication, Negotiation, Strategy Execution, Scenario Analysis, Microsoft Excel, Due Diligence, Hedge Funds, Derivatives, Operational Risk..., Enterprise Risk..., Fixed Income, Government Relations, Innovation, Information Sharing, Cross-functional..., Objectivity, Policies & Procedures, Financial Markets, Financial Instruments, Listening, Financial Risk, Banking, Financial Services, Corporate Governance, Visio

Education
D'Amore-McKim School of Business at Northeastern University   2009 — 2011
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-Newark   2006 — 2009
Master of Arts (MA)

University of Delaware   2000 — 2003
Bachelor of Arts (BA)

Liza Connelly Liza Connelly Greater Boston Area Details
Liza Connelly's Boston Private Experience October 2014 - Present
Job Vice President at Boston Private Bank & Trust Company
Industry Investment Management
Experience
Boston Private   October 2014 - Present
Atlantic Trust Company  September 2013 - September 2014
Rackemann, Sawyer & Brewster   July 2010 - September 2013
Deutsch Williams  November 2007 - April 2010
Law Office of Robert G. Wilson   May 2006 - August 2006
Arendt & Medernach  June 2005 - August 2005
Brown Brothers Harriman  August 1992 - August 2004

Skills
Estate Planning, High Net Worth..., Trusts, Financial Services, Wills

Education
Boston University School of Law   2008 — 2010
LL.M., Tax

Suffolk University Law School   2004 — 2007
JD, Law

Miami University   1985 — 1989
B.A., English Literature / Minor in Medieval Studies

University School Milwaukee   1982 — 1985

Stephanie McQueen Stephanie McQueen Newton Center, Massachusetts Details
Stephanie McQueen's Boston Private Experience October 2014 - Present
Job Client Service Representative at Boston Private
Industry Banking
Experience
Boston Private   October 2014 - Present
Boston Private   December 2013 - October 2014
Medford Boat Club   2006 - 2013
University of Massachusetts Amherst  September 2010 - May 2011

Skills
Customer Service, Youth Work, Food & Beverage, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Small Business, Restaurants, Brochures, Classroom, E-Learning, Social Media, Social Networking, Market Analysis, Nonprofits, Organization, Proofreading, Research, Volunteer Management

Education
University of Massachusetts, Amherst   2009 — 2013
Bachelor of Business Administration (BBA), Marketing

University of Hawaii at Hilo   2012 — 2013
Marketing

Claudia Fiorentino Claudia Fiorentino Montreal, Canada Area Details
Claudia Fiorentino's Boston Private Experience May 2004 - August 2004
Job Director of Marketing
Industry Information Technology and Services
Experience
DataCandy  August 2014 - June 2015
buzz Solutions  October 2012 - August 2014
Aptilon  August 2007 - October 2012
Just For Laughs  May 2007 - July 2007
Purkinje  August 2006 - April 2007
Just For Laughs  May 2006 - July 2006
Boston Private Bank  May 2005 - August 2005
Boston Private   May 2004 - August 2004
Bell Mobility  2000 - 2003

Skills
Marketing, Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Public Relations, Strategy, Strategic Planning, Competitive Analysis, Advertising, Multi-channel Marketing, Media Planning, CRM, Pharmaceutical Industry, Copywriting, Digital Marketing, Social Media Marketing, Content Marketing, Content Writing, Corporate Branding, Brand Awareness, Loyalty Programs, Loyalty Marketing, Lead Generation

Education
Babson College   2003 — 2005
MBA, Marketing and Global Management

McGill University   1995 — 1998
Bachelor of Arts (B.A.), Psychology

Marianopolis College   1993 — 1995
Diploma of College Studies, Commerce

Jill Amato Jill Amato Boston, Massachusetts Details
Jill Amato's Boston Private Experience February 2014 - August 2015
Job Director of Corporate Communications at Liberty Bay Credit Union
Industry Financial Services
Experience
Liberty Bay Credit Union  August 2015 - Present
Boston Private   February 2014 - August 2015
Boston Private   September 2012 - February 2014
Boston Private   January 2011 - September 2012
Boston Private   January 2006 - February 2011
Boston Private   March 2004 - December 2005
Boston Private   August 2003 - March 2004

Skills
Marketing Communications, Advertising, Marketing, Public Relations, Social Media, Management, Strategy, Digital Marketing, Integrated Marketing, Event Planning, Brand Management, Banking, Creative Writing, Social Media Marketing, Corporate Branding, Web Marketing Strategy, Website Development, Web Content, Graphic Design, Creative Services, Acquisition Integration, Copy Editing, Product Marketing, Project Management, Web Design, Email Marketing

Education
University of Massachusetts, Amherst   1999 — 2003
BA, Economics & International Finance

Danvers High School

Deborah-Jean Mcgonigal Deborah-Jean Mcgonigal Greater Boston Area Details
Deborah-Jean Mcgonigal's Boston Private Experience March 2013 - Present
Job Executive Assistant to CIO at Boston Private Bank
Industry Banking
Experience
Boston Private   March 2013 - Present
Kaon Interactive  February 2005 - January 2013
DHR and Associates   November 2004 - March 2010
SalesLink  July 2001 - August 2004
Fidelity Investments  April 2001 - September 2003
Prescient Technologies  April 1999 - March 2001
PlanetCAD, Inc.   2000 - 2001
John Hancock  August 1986 - April 1999
Hyde Athletic Industries - Saucony   January 1982 - August 1986

Skills
Human Resources, Payroll, Outlook, Project Management, Strategic Planning, PowerPoint, Event Management, Team Building

Education
New England College of Business and Finance   2014 — 2016
Business Administration and Management, General

New York Institute of Photography   2006 — 2008
Student, landscapes, portrait, events

Somerville High School

Barry C. Blixt II Barry C. Blixt II Greater Boston Area Details
Barry C. Blixt II's Boston Private Experience January 2015 - Present
Job Officer at Boston Private
Industry Financial Services
Experience
Boston Private   January 2015 - Present
Admirals Bank  January 2013 - December 2014
Admirals Bank  May 2012 - December 2012
Admirals Bank  October 2011 - May 2012
State Street Bank  January 2011 - October 2011
State Street Bank  August 2010 - January 2011
State Street Bank  August 2009 - August 2010
Northwestern Mutual  April 2008 - August 2008

Skills
Financial Reporting, Microsoft Excel, Management, Banking, Portfolio Management, Project Management, Account Reconciliation, Accounting, Analysis, Mutual Funds, Loan Servicing, Loan Operations, Loan Acquisitions, Time Management, Microsoft Office

Education
Plymouth State University   2013 — 2015
Masters of Business Administration degree candidate

Plymouth State University   2004 — 2008
B.S, Business Administration

St. John's Preparatory School   2001 — 2003

Gilford High School

Anatoly Chikanov Anatoly Chikanov San Francisco Bay Area Details
Anatoly Chikanov's Boston Private Experience January 2012 - Present
Job CISSP, IT Systems Manager (Information Security, Infrastructure, Network operations).
Industry Financial Services
Experience
Boston Private   January 2012 - Present
Borel Private Bank & Trust Company  March 2008 - January 2012
HiFX  February 2007 - March 2008
Intersoft corporation  May 2006 - March 2007
Wells Fargo  September 2005 - May 2006
TeamLynx   October 2003 - August 2005
AuctionWatch-ARS   December 2001 - September 2003

Skills
IT Management, IT Operations, Disaster Recovery, Cloud Computing, Active Directory, Information Security, Information Technology, Microsoft Exchange, Management, System Administration, Networking, Data Center, Security, Firewalls, Project Management, SaaS, Asset Managment, Business Continuity, Network Security, Cisco Technologies, Infrastructure, Computer Security, Servers, Information Security..., VMware, VMware ESX, Infrastructure..., Vendor Management, Virtualization, IT Infrastructure..., Risk Management, Storage Area Networks, Enterprise Architecture, Network Administration, Business Analysis, Portfolio Management, Quality Auditing, Backup Solutions, Network Architecture, IT Strategy, ITIL, SAN, CRM, Mobile Device Management, Sarbanes-Oxley Act, Budgets, Capacity Planning, DLP, Network Design, CISSP

Education
California State University-Hayward - School of Business and Economics   2002 — 2005
BS in Management and Marketing

Aragon High School

Bridget Long Bridget Long Greater Boston Area Details
Bridget Long's Boston Private Experience July 2015 - Present
Job Senior Credit Analyst, Bank Officer at Boston Private
Industry Banking
Experience
Boston Private   July 2015 - Present
Enterprise Bank (Enterprise Bancorp)   April 2014 - July 2015
Enterprise Bank (Enterprise Bancorp)   September 2013 - April 2014
Enterprise Bank (Enterprise Bancorp)   July 2013 - April 2014
Enterprise Bank (Enterprise Bancorp)   July 2013 - September 2013
Enterprise Bank (Enterprise Bancorp)   August 2012 - July 2013
Brown Brothers Harriman  May 2011 - September 2012
Brown Brothers Harriman  May 2010 - May 2011
JAFCO Foods, Inc.   April 2009 - September 2009
Lytron  May 2005 - April 2009

Skills
Financial Analysis, Banking, Microsoft Excel, Teamwork, Analysis, Loans, Commercial Lending, Training, Credit, Finance, Credit Analysis, Commercial Banking, Financial Services, Credit Risk, Budgets, Corporate Finance, Portfolio Management

Education
Bentley University   2009 — 2012
Bachelor of Science, Finance

DePaul University   2008 — 2009
Finance

Tewksbury Memorial High School   2004 — 2008
Diploma

Loan Officer Resident Seminar

Loan Officer Resident Seminar

Shawn Hines Shawn Hines Wenham, Massachusetts Details
Shawn Hines's Boston Private Experience June 2015 - Present
Job Intern at Boston Private
Industry Financial Services
Experience
Boston Private   June 2015 - Present
Course Hero  September 2014 - December 2014
Lines by Hines   May 2013 - September 2014
Gordon College  June 2014 - August 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership

Education
Babson College
Bachelor’s Degree, Finance, Economics

St. John's Prep   2008 — 2012
High School

Jennifer Hanks Jennifer Hanks Milford, New Hampshire Details
Jennifer Hanks's Boston Private Experience December 2006 - November 2007
Job Support Analyst at KBACE Technologies
Industry Information Technology and Services
Experience
KBACE Technologies  December 2014 - Present
WH Bagshaw Company   September 2011 - July 2014
The National Orange Show Events Center   April 2007 - April 2009
Boston Private   December 2006 - November 2007
People's United Bank (fka Ocean National Bank)   March 2004 - December 2005

Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, English, Customer Service, Microsoft Office

Education
Southern New Hampshire University   2013 — 2017
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Our Lady of Nazareth Academy   1997 — 2000

Paul Behan Paul Behan San Francisco Bay Area Details
Paul Behan's Boston Private Experience January 2013 - Present
Job Manager at Boston Private
Industry Investment Banking
Experience
Boston Private   January 2013 - Present
Bank of America  April 2011 - December 2012
Bank of America  May 2010 - April 2011
Bank of America  December 2008 - April 2010
Bank of America  April 2005 - December 2007
Bank of America  January 2003 - April 2005
United States Naval Reserve  February 1983 - January 2004
Bank of America  July 1985 - January 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Public Speaking, Management, Sales Management, Project Management, Human Resources, Leadership, Training, Commercial Banking, Relationship Management, Retail Banking, Banking, Consumer Lending, Credit, Finance, Loans, Risk Management, Mortgage Lending

Education
San Jose State University
Aviation Business Administration, Aviation Business Administration

Hannah Glover Hannah Glover Greater Boston Area Details
Hannah Glover's Boston Private Experience September 2014 - Present
Job Client Service Representative at Boston Private Bank & Trust Company
Industry Legal Services
Experience
Boston Private   September 2014 - Present
Camden National Bank  December 2012 - May 2014
University of Maine  January 2012 - April 2012
The Bank of Maine  May 2011 - January 2012

Skills
Banking, Paralegals, French to English, English to French, Teller Operations, Commitment to Customer..., Customer Service, Deposits, Auditing, Supervisory Experience, Sales, Event Planning, Social Media, Time Management

Education
University of Maine at Augusta   2013 — 2015
Paralegal Studies Certificate, 3.6 GPA

University of Maine   2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, Graduated Cum Laude

Institute for Shipboard Education   2011 — 2011
Semester at Sea, International Affairs, 3.4

Paula Shea Paula Shea Longmeadow, Massachusetts Details
Paula Shea's Boston Private Experience June 2014 - Present
Job Treasury Analyst at Boston Private
Industry Banking
Experience
Boston Private   June 2014 - Present
Trinity College  January 2013 - May 2014
Massachusetts Department of Environmental Protection  May 2013 - August 2013
Neal for Congress   June 2012 - August 2012
Twin Hills Country Club  June 2010 - August 2012
U.S. House of Representatives   May 2012 - June 2012

Skills
Excel, PowerPoint, Microsoft Office, ArcGIS, Facebook, Data Analysis, Microsoft Excel, Community Outreach

Education
Trinity College-Hartford   2010 — 2014
Economics (BA) and Environmental Science (BS)

Longmeadow High School   2006 — 2010

Lizabeth Zlatkus Lizabeth Zlatkus Hartford, Connecticut Details
Lizabeth Zlatkus's Boston Private Experience July 2015 - Present
Job Non Executive Director for Public Companies
Industry Financial Services
Experience
Boston Private   July 2015 - Present
Legal & General Group   December 2013 - Present
Connecticut Women's Hall of Fame  June 2013 - Present
LHZ Insights   January 2012 - Present
Connecticut Science Center  December 2010 - Present
Penn State University  September 2003 - Present
The Hartford  April 2010 - October 2011
The Hartford  March 2008 - March 2010
The Hartford  2006 - March 2008
The Hartford  2003 - 2006

Skills
Line Management, Finance, Risk Management, Auditing, Business Strategy, Organizational..., Strategic Planning, Strategic Leadership, Operations Management, Distribution Strategies, Employee Benefits, Disability Insurance, Underwriting, Mergers & Acquisitions, Leadership, Insurance, Fixed Annuities, Investments, Financial Risk, Forecasting, Financial Reporting, Analysis, Leadership Development, Strategy

Education
Penn State University   1977 — 1981
BS- with Distinction, Business - Accounting, Graduated with Distinction

Thomas Farley Thomas Farley Boston, Massachusetts Details
Thomas Farley's Boston Private Experience June 2015 - Present
Job Asset Liability Analyst at Boston Private
Industry Financial Services
Experience
Boston Private   June 2015 - Present
Boston Private Bank  June 2013 - May 2015
Blue Ocean Equity Partners   September 2012 - December 2012
The Boston Company Asset Management, LLC  June 2011 - August 2011

Skills
Social Media, Microsoft Office, Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Accounting, Research, Sales, Teamwork, Financial Analysis, Management, Access, Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2018
Master of Business Administration (M.B.A.), Corporate Finance

Bentley University   2009 — 2013
Bachelor of Science (B.S.), Finance

Monica Tomich Monica Tomich San Francisco Bay Area Details
Monica Tomich's Boston Private Experience 2012 - Present
Job VP, Commercial Lender Private Banking & Speciality Lending at Boston Private
Industry Banking
Experience
Boston Private   2012 - Present
Luther Burbank Savings  September 2010 - December 2010
Silicon Valley Bank  October 2006 - March 2010
5AM Ventures  June 2005 - May 2006
Merrill Lynch  June 2004 - September 2004

Education
Santa Clara University   2002 — 2006
BSC, Finance, Philosophy

Damnath De Tissera Damnath De Tissera Greater Boston Area Details
Damnath De Tissera's Boston Private Experience April 2010 - Present
Job VP Project Management with Expertise in Strategic PMO Portfolio Skills, Team Leadership, Delivery, Customer Relations
Industry Information Technology and Services
Experience
Boston Private   April 2010 - Present
Norkom Technologies  October 2006 - August 2009
Assette   June 2000 - September 2006
AGENCY.COM  December 1998 - May 2000
Quadris Consulting  August 1997 - November 1998

Skills
Program Management, CRM, Management, Project Management, Risk Management, Business Analysis, Vendor Management, Process Improvement, Agile Methodologies, Software Project..., Consulting, Business Intelligence, SaaS, Requirements Analysis, Project Planning, Leadership, Strategy, Cross-functional Team..., Start-ups, E-commerce, Product Development, Team Building, Social Media, Team Management, MS Project, Customer Service, Management Consulting, Cloud Computing, Banking, Mentoring, Business Process..., PMP, Team Leadership, Analysis, Certified Project..., Customer Relations, Asset Management, Compliance, Social Networking, PMO, Business Process, Financial Services, SDLC, Change Management, Budgets, Professional Services, Strategic Planning, Project Delivery, Business, deliverables

Education
Dartmouth College   1996 — 1997
M.E.M., Engineering Management

Dartmouth College   1994 — 1996
B.E., Electrical Engineering

Bard College   1991 — 1995
B.A., Physics

Katie Harris Lombardi Katie Harris Lombardi Greater Boston Area Details
Katie Harris Lombardi's Boston Private Experience September 2015 - Present
Job Vice President, Trust Officer at Boston Private
Industry Law Practice
Experience
Boston Private   September 2015 - Present
First Republic Bank  December 2013 - March 2015
Acadia Management Co., Inc.   September 2012 - December 2013
PwC  July 2011 - September 2012
Law Office of Susan Taxin Baer   January 2008 - July 2011
Law Office of Joseph A. Marra   May 2007 - December 2007

Skills
Trusts, Tax, Estate Planning, Estate Administration, Estate Tax Planning, Exempt Organizations, Microsoft Office, Lotus Notes, Non-profits, International Tax, Nonprofits, Corporate Law, Tax Law, Legal Writing, Tax Advisory, Wills, Corporate Tax

Education
Boston University School of Law   2009 — 2010
LL.M., Taxation

Pace University School of Law   2006 — 2009
J.D., Law

Ithaca College   2002 — 2006
B.S., Business

Nick Rose Nick Rose Greater Boston Area Details
Nick Rose's Boston Private Experience January 2015 - Present
Job Assistant Vice President, Asset Liability Analyst at Boston Private
Industry Banking
Experience
Boston Private   January 2015 - Present
Boston Private Bank  January 2014 - December 2014
Boston Private Bank  January 2010 - December 2013
Boston Private Bank  May 2008 - December 2009
Boston Private Bank  May 2007 - May 2008

Skills
ALM, Treasury, Banking, Interest Rate Risk..., Liquidity Risk, Capital Markets, Fixed Income, Commercial Banking, Bloomberg Terminal, Treasury Management, Financial Analysis, BondEdge, SNL, Counterparty Risk, Risk Management, Fixed Income Analysis

Education
Springfield College   2003 — 2007
BS, Business Management, Marketing, Economics

Hamilton Wenham Regional HS   1999 — 2003

Samir Habib Samir Habib Boston, Massachusetts Details
Samir Habib's Boston Private Experience July 2015 - Present
Job Business Analyst Assistant at Boston Private
Industry International Affairs
Experience
Boston Private   July 2015 - Present
Greenshield Insurance Brokers L.L.C.   June 2014 - June 2014
Habib Bank A.G. Zurich   June 2013 - July 2013

Skills
Social Entrepreneurship, International Relations, Microsoft Office, Music, Apple OS, Praktora, Video, Guitar, Culinary Skills, Social Networking, Management, Research, Public Speaking, PowerPoint, Microsoft Word, Social Media

Education
Northeastern University   2012 — 2017
Bachelor of Science (B.S.), International Affairs and Business, Fourth Year

Center for International Learning   2015 — 2015
Arabic Language and Literature, A

Dubai American Academy   2008 — 2012
International Baccalaureate Diploma + High School Diploma

Jason Kayne Jason Kayne Greater Chicago Area Details
Jason Kayne's Boston Private Experience June 2015 - August 2015
Job Marketing Intern at SportsLock
Industry Sports
Experience
Tufts University  September 2015 - Present
SportsLock  September 2015 - Present
Tufts Athletics Department   February 2014 - Present
Boston Private   June 2015 - August 2015
Kaos Music & Entertainment   June 2015 - August 2015
Ruffalo Noel Levitz  June 2014 - August 2014
Deerfield Public Schools District 109  June 2010 - August 2013

Skills
Microsoft Office, Teamwork, Leadership, Management, Social Media, Event Planning, Social Networking, Time Management, Facebook, Customer Service

Education
Tufts University   2012 — 2016
Bachelor’s Degree, Economics, Junior

Deerfield High School   2008 — 2012
High School

Katelin (Anderson) Spaulding Katelin (Anderson) Spaulding Greater Boston Area Details
Katelin (Anderson) Spaulding's Boston Private Experience September 2015 - Present
Job Digital Marketing and Branding at Boston Private
Industry Marketing and Advertising
Experience
Boston Private   September 2015 - Present
Adams Street Early Learning Center   September 2014 - Present
Leerink Swann  August 2009 - August 2011
Fidelity Investments  October 2008 - December 2008
Fidelity Investments  January 2008 - June 2008
Fidelity Investments  September 2005 - December 2007
Euro RSCG  October 2003 - May 2005
Digitas  August 2000 - July 2003

Skills
Marketing, Advertising, Business Development, Competitive Analysis, Online Advertising, Analytics, Brand Development, Strategy, Investments, Marketing Strategy, CRM, Social Media, Digital Marketing, Integrated Marketing

Education
Babson College   1996 — 2000
BS

University of Sydney   1999 — 1999

Algonquin

Deborah Pappas Deborah Pappas Palo Alto, California Details
Deborah Pappas's Boston Private Experience November 2004 - Present
Job Wealth Management & Private Banking Executive
Industry Financial Services
Experience
Boston Private   November 2004 - Present
Borel Private Bank & Trust Company  November 1993 - June 2004
Seattle First National Bank  January 1981 - July 1993

Skills
Commercial Mortgages, Commercial Banking, Commercial Lending, Private Banking, Cash Management, Business Development, High Net Worth..., Wealth Management, Venture Capital, Private Equity, Asset Management, Loans, Credit Analysis, Leadership, Finance, Financial Services

Education
Seattle University   1985 — 1989
MBA, Finance

New Mexico State University   1975 — 1978
Bachelor of Arts, English

Beth Drummey Beth Drummey Greater Boston Area Details
Beth Drummey's Boston Private Experience March 2014 - Present
Job Vice President, Corporate Communications Manager, Boston Private
Industry Financial Services
Experience
Boston Private   March 2014 - Present
Bank of America  December 2011 - March 2014
U.S. Trust, Bank of America Private Wealth Management   January 2004 - December 2011
Devine & Pearson  February 2001 - March 2003
Buyer Advertising  1990 - 2001

Skills
Marketing Communications, Marketing Strategy, Marketing, Email Marketing, Direct Marketing, Event Planning, Integrated Marketing, Advertising, Editing, Wealth Management, Press Releases, Graphic Design, Newsletters, Nonprofits, Direct Mail, Public Relations, Sponsorship, Media Relations

Education
Saint Anselm College   1984 — 1988
Bachelor of Arts (BA), English

Steve M. Bringuel Steve M. Bringuel San Francisco Bay Area Details
Steve M. Bringuel's Boston Private Experience February 2014 - Present
Job Vice President, Residential Loan Officer at Boston Private
Industry Financial Services
Experience
Boston Private   February 2014 - Present

Skills
Mortgage Lending, Banking, Loans, Investments, Wealth Management, Portfolio Management, Risk Management, Credit, Residential Mortgages, Financial Services, Asset Management, Refinance, Financial Advisory, Mortgage Banking, Private Banking, Wealth Management..., Commercial Lending, Investment Advisory, Investment Management, Credit Analysis, Real Estate Financing, Mortgage Underwriting, Relationship Management, Asset Managment, High Net Worth..., Wealth, Strategy, Real Estate, First Time Home Buyers, Construction Loans, Strategic Financial..., Consumer Lending, Loan Origination, Credit Risk, Lines Of Credit, Commercial Real Estate, Commercial Mortgages, Asset Allocation, Investment Strategies, Alternative Investments, Equities, Fixed Income, Bonds, Insurance, Finance, Underwriting

Education
De Anza College   1986 — 1990

Monta Vista High School; Cupertino Ca.   1982 — 1986
Diploma

Erica E. Smith Erica E. Smith Greater Boston Area Details
Erica E. Smith's Boston Private Experience DirectorNetwork Engines, Inc.2003 - 2005
Job VP at Boston Private
Industry Financial Services
Experience
Boston Private   DirectorNetwork Engines, Inc.2003 - 2005
Storage Networks  2000 - 2003
StorageNetworks  2000 - 2003
Sharon Merrill Associates  1997 - 2000

Education
College of the Holy Cross   1990 — 1994

Brendon Auld Brendon Auld Greater Boston Area Details
Brendon Auld's Boston Private Experience June 2015 - Present
Job Business Process Analyst at Boston Private
Industry Information Technology and Services
Experience
Boston Private   June 2015 - Present
Boston Private Bank  September 2012 - Present
Boston Private Bank  May 2008 - September 2012
Cash Systems Inc.  September 2007 - May 2008

Skills
Active Directory, Windows 7, XP, Citrix, Microsoft Exchange, Windows Server, Microsoft Certified..., Troubleshooting, Visio, Disaster Recovery, Windows, Customer Service, Outlook, Software Documentation, OS X, Microsoft Office, Access, Banking, SharePoint, Computer Hardware

Education
Bridgewater State College   2001 — 2005
Bachelor of Arts (B.A.), Communications

Glen M. Holland, CFA Glen M. Holland, CFA Greater Boston Area Details
Glen M. Holland, CFA's Boston Private Experience November 2014 - Present
Job Relationship Manager at Boston Private
Industry Banking
Experience
Boston Private   November 2014 - Present
Shott Capital Management LLC   August 2002 - February 2013
BancBoston Capital, Inc.   May 1998 - August 2002
Commonfund/Endowment Advisers Inc.   July 1992 - April 1998
New Japan Securities   1989 - 1992

Skills
Private Equity, Venture Capital, Fund Of Funds, Asset Management, Investments, Manager Selection, Team Building, Mutual Funds, Portfolio Management, Alternative Investments, Due Diligence, Separately Managed..., Institutional..., Mergers & Acquisitions, Hedge Funds, Financial Advisory, Valuation, Finance

Education
Georgetown University   1981 — 1985
BSBA, Finance

Fordham Preparatory School   1977 — 1981

Robert Nentwig Robert Nentwig Greater Boston Area Details
Robert Nentwig's Boston Private Experience January 2013 - Present
Job Chief Lending Officer West Coast at Boston Private Bank
Industry Banking
Experience
Boston Private   January 2013 - Present
Boston Private Bank & Trust Company  July 1999 - Present
Santa's Magic, Inc.   May 2009 - Present
BankBoston  1992 - July 1999
U.S. Army   1988 - 1991

Skills
Loans, Commercial Lending, Credit Analysis, Underwriting, Mortgage Lending, Credit, Consumer Lending, Wealth Management, Credit Risk, Risk Management, Banking, Portfolio Management, Relationship Management, Asset Management, Commercial Banking

Education
Boston University - School of Management   1986 — 1988
MBA

Virginia Military Institute   1982 — 1986
Bachelor of Arts (B.A.), History and Modern Languages

Cynthia Terwilliger Cynthia Terwilliger Boston, Massachusetts Details
Cynthia Terwilliger's Boston Private Experience July 2014 - Present
Job Senior Vice President, Specialty Lending at Boston Private Bank
Industry Banking
Experience
Boston Private   July 2014 - Present
RBS Citizens  December 1997 - July 2014

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2000
MBA

Bucknell University   1987 — 1991
BA, Japanese Studies

Gregory E Nowak Gregory E Nowak Boston, Massachusetts Details
Gregory E Nowak's Boston Private Experience June 2015 - Present
Job Assistant Vice President / Mortgage and Loan Servicing Compliance Specialist
Industry Banking
Experience
Boston Private   June 2015 - Present
Admirals Bank  August 2012 - June 2015
State Street  May 2011 - June 2012
Sovereign Bank  January 2010 - May 2011
Sovereign Bank  July 2007 - January 2010
Sovereign Bank  April 2005 - July 2007

Skills
Retail Banking, Loans, Banking, AML, Credit Cards, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fixed Income, Risk Management, Debit Cards, Financial Analysis, Mortgage Lending, Loan Origination, Cross Selling, Bank Secrecy Act, Financial Risk, USA PATRIOT Act

Education
Roger Williams University   2000 — 2004
Bachelor of Science (B.S.), Criminal Justice

Neal Tandowsky Neal Tandowsky San Francisco Bay Area Details
Neal Tandowsky's Boston Private Experience January 2014 - Present
Job SVP Director of West Coast Residential Lending at Boston Private
Industry Financial Services
Experience
Boston Private   January 2014 - Present
Tandowsky Financial Group   2009 - May 2011
Wells Fargo Bank  2006 - 2008
City National Bank  2004 - 2006
City National Bank  2001 - 2004
The Boston Company  1997 - 2000
Imperial Bank  1987 - 1997
Union Bank  1985 - 1987

Skills
Asset Allocation, Cash Flow, Wealth Management, Portfolio Management, Strategic Planning, Risk Management, Banking, Financial Services, Loans, Business Development, Credit, Finance, Strategy, Credit Analysis, Commercial Banking, Investments, Mortgage Lending, Executive Management, Commercial Lending, Financial Risk, Real Estate, Relationship Management, Cash Management, Private Banking, Leadership, Management, Entrepreneurship, Financial Analysis

Education
UCLA Extension   2004 — 2006
Certification in Personal Financial Planning (PFP)

University of San Francisco   1994 — 1997
Masters of Business Administration

University of California, Berkeley   1981 — 1985
Bachelor of Arts, Economics

Tyler Bhaumik Tyler Bhaumik Greater Boston Area Details
Tyler Bhaumik's Boston Private Experience October 2014 - Present
Job Information Security Analyst at Boston Private Bank
Industry Information Technology and Services
Experience
Boston Private   October 2014 - Present
Boston Private Bank  2008 - September 2014
State Street  2006 - 2007

Skills
Microsoft Exchange, Windows 7, Microsoft Office, Windows XP, VMware, Active Directory, Risk Management, Citrix, Disaster Recovery, Windows Server, Technical Support

Education
Cornell University
Bachelor of Engineering (B.Eng.)

Kristen Jilek Kristen Jilek Greater Boston Area Details
Kristen Jilek's Boston Private Experience April 2010 - Present
Job Banking Partner to actively growing private companies
Industry Banking
Experience
Boston Private   April 2010 - Present
Bainco International Investors  September 2008 - September 2009
The Boston Foundation  November 2004 - August 2008
Putnam Investments  June 1997 - February 2002

Skills
Business Development, Estate Planning, Banking, Finance, Marketing, CRM, Relationship Management, Loans, Commercial Banking, New Business Development, Financial Services, Credit, Cash Management, Wealth Management, Investments, Non-profits, High Net Worth..., Business Planning, Wealth Management..., Private Banking, Investment Advisory, Fixed Income

Education
Kenyon College   1984 — 1988
B.A.

University of Durham   1986 — 1987
IES Abroad

Martha Higgins Martha Higgins Greater Boston Area Details
Martha Higgins's Boston Private Experience January 2008 - Present
Job EVP, Chief Human Resources Officer at Boston Private
Industry Financial Services
Experience
Boston Private   January 2008 - Present
W. T. Haigh & Company   September 1994 - December 2007
Fidelity Investments  1993 - 1994
The Boston Company  1985 - 1993

Skills
Executive Pay, Deferred Compensation

Education
Middlebury College   1981 — 1985
BA, English and Sociology/Psychology

Gerald Baker Gerald Baker Greater Boston Area Details
Gerald Baker's Boston Private Experience July 2015 - Present
Job Senior Vice President Trust & Fiduciary Chief Compliance Officer at Boston Private
Industry Financial Services
Experience
Boston Private   July 2015 - Present
Boston Private Bank  January 2015 - July 2015
Boston Private Bank  December 2012 - January 2015
BofA Global Capital Management  August 2010 - December 2012
U.S. Trust, Bank of America Private Wealth Management   August 2006 - August 2010

Skills
Banking, Fixed Income, Portfolio Management, Equities, Capital Markets, Risk Management, Securities, Asset Management, Mutual Funds, Investments, Bloomberg, Series 7, Asset Managment, Financial Risk, AML, Financial Services, Hedge Funds

Education
New England Law Boston   2002 — 2005
JD, Law

Pepperdine University   1997 — 2002
Bachelor of Arts (BA), International Relations

Bob Foley Bob Foley Greater Boston Area Details
Bob Foley's Boston Private Experience January 2008 - Present
Job Senior Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private   January 2008 - Present
Eagle Bank  January 2002 - December 2007
Mellon Bank  January 2000 - December 2001

Skills
Commercial Lending, Banking, Fixed Income, Finance, Financial Modeling, Mergers & Acquisitions, Credit, Loans, New Business Development, Commercial Banking, Asset Managment, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Asset Management, Financial Analysis

Education
Bentley University   1990 — 1993
MBA, Management

Assumption College   1984 — 1988
Accounting

Dan Piantoni Dan Piantoni Greater Boston Area Details
Dan Piantoni's Boston Private Experience August 2010 - Present
Job Senior Application Developer at Boston Private
Industry Computer Software
Experience
Boston Private   August 2010 - Present
Vinfen Corporation  May 2009 - November 2010
Greystone Solutions  2008 - 2009
Boston Medical Center  2007 - 2008
MEDITECH  2005 - 2007

Education
Rensselaer Polytechnic Institute   1999 — 2003
BS, Computer Science and Psychology

Adam Bromley Adam Bromley Greater Boston Area Details
Adam Bromley's Boston Private Experience 2009 - Present
Job Vice President, Treasury Manager at Boston Private
Industry Banking
Experience
Boston Private   2009 - Present
The Bank of New York Mellon  2009 - 2009
Alliance Bank  2004 - 2008

Education
Boston University - School of Management   2011 — 2014
MBA, Finance, Strategy & Business Analysis

Boston University   2000 — 2004
Bachelor of Arts (BA), Economics

California Bankers' Association
Formal credit training - Fundamental and Graduate programs

Anna Bautista Anna Bautista Greater Boston Area Details
Anna Bautista's Boston Private Experience September 1999 - Present
Job Vice President Commercial Lending at Boston Private Bank
Industry Banking
Experience
Boston Private   September 1999 - Present

Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Banking, Loans, Financial Analysis, Commercial Mortgages, Credit Analysis, Asset Based Lending, Credit Risk, Consumer Lending, Lines Of Credit, Mortgage Lending, Construction Loans

Education
University of Massachusetts Boston   1986 — 1988
MBA

University of the Philippines   1975 — 1979
BSBA, Business

Wendy Fraser Wendy Fraser Greater Boston Area Details
Wendy Fraser's Boston Private Experience March 2013 - Present
Job VP Loan Servicing Manager at Boston Private
Industry Banking
Experience
Boston Private   March 2013 - Present
Mechanics Cooperative Bank  July 2003 - March 2013
Mayflower Cooperative Bank   1997 - 2000
Sandwich Cooperative Bank   1992 - 1997

Skills
Loans, Commercial Lending, Banking, Credit Analysis, Mortgage Lending, Mortgage Servicing, Portfolio Management, Credit, Small Business Lending, Funding, Commercial Banking, Loan Servicing

Education
Lasell College
Associate of Science (AS)

Catherine Camden Catherine Camden Greater Boston Area Details
Catherine Camden's Boston Private Experience August 2007 - April 2015
Job Compliance Specialist at Boston Private
Industry Banking
Experience
Citizens Financial Group, Inc.   March 2015 - Present
Boston Private   August 2007 - April 2015
Investors Bank & Trust  August 2004 - August 2007
The Washington Trust Company  May 2001 - August 2001

Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law

Education
American University   2000 — 2004
Bachelors of Science, Political Science

Franklin Roach, MBA Franklin Roach, MBA Greater Los Angeles Area Details
Franklin Roach, MBA's Boston Private Experience November 2013 - Present
Job California Bank & Trust
Industry Banking
Experience
California Bank & Trust  August 2015 - Present
Boston Private   November 2013 - Present
Boston Private Bank  March 2013 - November 2013
Dick's Sporting Goods  April 2012 - March 2013
HRock Church  July 2011 - September 2012
Miyachi Unitek  July 2011 - October 2011
Target Corporation  June 2010 - September 2010
Wescom Credit Union  November 2005 - June 2009

Skills
Team Leadership, Customer Service, Culture Change, Team Building, Change Management, Organizational..., Mass Hiring, Sales Operations, Performance Management, Sales Management, Data Analysis, Leadership Development, Human Resources, Strategy, Microsoft Word, Public Speaking, Recruiting

Education
Azusa Pacific University   2013 — 2015
Master of Business Administration (MBA), Finance

Azusa Pacific University   2011 — 2012
Master of Arts, Business Management

California-State Polytechnic University
Bachelor of Science, Business, Management & Human Resources

Brett Meader Brett Meader Boston, Massachusetts Details
Brett Meader's Boston Private Experience August 2014 - Present
Job Credit Analyst at Boston Private
Industry Financial Services
Experience
Boston Private   August 2014 - Present
Boston Private   May 2012 - August 2014
Harmon Law Offices, P.C.   January 2008 - May 2012

Skills
Credit Analysis, Foreclosures, Credit Risk, Lines Of Credit, Commercial Real Estate

Education
Saint Anselm College   2003 — 2007
Bachelor of Science (B.S.), Business