Boston Private
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Boston Private Employees
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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)
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
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
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