Boston Private Bank

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Boston Private Bank Employees

Employee
Years
Job
Industry
Niel Palma Niel Palma Redwood City, California Details
Niel Palma's Boston Private Bank Experience October 2014 - Present
Job Client Service Representative II
Industry Banking
Experience
Boston Private Bank   October 2014 - Present

Skills
Banking, Microsoft Office, Management, Marketing Strategy, Financial Analysis, Marketing, Sales, Project Management, Leadership, Marketing Communications, Finance, Customer Service, Strategic Planning, Credit, Portfolio Management, Business Analysis, Risk Management, Retail Banking, Training, Business Strategy, Commercial Banking, Loans, Mortgage Lending

Education
Ateneo de Manila University   2006 — 2010
AB Management Economics

De La Salle Zobel   1993 — 2006
Prep to Senior High School

Liza Bento, SPHR Liza Bento, SPHR Greater Boston Area Details
Liza Bento, SPHR's Boston Private Bank Experience August 2005 - November 2012
Job Human Resources & Talent Development Leader
Industry Insurance
Experience
The Advocator Group  June 2013 - June 2015
Salem Five Bank  November 2012 - March 2013
Boston Private Bank   August 2005 - November 2012
McKinsey & Company  2002 - 2004
Boston University School of Management  2001 - 2002
McKinsey & Company  1996 - 2001

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA

Simmons College
MSLIS

Trinity College-Hartford
BA

Arlie Ferguson Arlie Ferguson San Francisco Bay Area Details
Arlie Ferguson's Boston Private Bank Experience June 1994 - December 2010
Job Senior Vice President, Regional Manager at First National Bank of Northern California
Industry Banking
Experience
First National Bank of Northern California  May 2012 - Present
United American Bank  January 2011 - May 2012
Boston Private Bank   June 1994 - December 2010
California Commerce Bank  June 1986 - June 1994
Bank of the West  March 1978 - June 1985
United California Bank  June 1970 - February 1978

Skills
Banking, Mortgage Lending, Commercial Lending, Real Estate, Construction Loans, Small Business Lending, Business Development

Education
University of Washington   1965 — 1969
Master's Degree, Pacific Coast School of Banking

University of Wyoming   1965 — 1969
Bachelor's degree, Business Administration and Management, General

Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General

Ed Nee Ed Nee Boston, Massachusetts Details
Ed Nee's Boston Private Bank Experience June 2003 - January 2004
Job Business Strategy Consultant at Accenture Strategy
Industry Management Consulting
Experience
Accenture Strategy  May 2015 - Present
Simon-Kucher & Partners  March 2014 - December 2014
Cambridge Associates LLC  January 2012 - August 2013
Cambridge Associates LLC  May 2007 - February 2012
Cambridge Associates LLC  August 2004 - May 2007
Boston Private Bank   June 2003 - January 2004

Skills
Strategy, Private Equity, Strategic Planning, Venture Capital, Consulting, Pricing, New Business Development, Marketing Strategy, Customer Service, Competition Research, Financial Analysis, Investments, Financial Modeling, Competitive Analysis, Business Strategy, Project Management, Management, Leadership

Education
Fuqua School of Business, Duke University   2012 — 2013
MBA

Babson College   2000 — 2004
BS, Finance

Robert Howard Robert Howard Greater Seattle Area Details
Robert Howard's Boston Private Bank Experience March 2012 - May 2013
Job Mortgage Consultant at First Technology Federal Credit Union
Industry Financial Services
Experience
First Technology Federal Credit Union  February 2015 - Present
Citi  May 2013 - Present
Boston Private Bank   March 2012 - May 2013
Zillow.com  March 2011 - September 2011
Southwest Funding Group, Inc.   December 1994 - December 2010
Premier Financial Group  June 1993 - November 1994
Northwest Mortgage  June 1992 - June 1993
Zip Chem Products   May 1989 - June 1992

Skills
Mentoring, Customer Relations, Marketing Strategy, Lead Generation, B2B, Credit Analysis, Business Analysis, Residential Mortgages, Mortgage Banking, Branch Management, Sales, Underwriting, Investment Properties, Retail, Reverse Mortgages, Management, Loan Origination, Training, Portfolio Management, Small Business Lending, Real Estate, Construction Loans, Online Advertising, Mortgage Lending, Credit, Sales Management, Finance, Sales Operations, Commercial Lending, Leadership, Private Banking, Customer Service, FHA financing, Relationship Management, Banking, CRM, Marketing, Credit Risk, Salesforce.com, Business Development, FHA, Refinance, Risk Management, Loans, VA loans, Investments, USDA, Commercial Mortgages, Coaching, Real Estate Financing

Education
California State University-Long Beach   1991 — 1992
Masters Degree, MBA

Central Washington University
Bachelor of Science, Business Administration, Specialization MarketingManagement

Western Washington University   1983 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations

Mariner   1976 — 1980

Garrett Nakawatase Garrett Nakawatase Greater Seattle Area Details
Garrett Nakawatase's Boston Private Bank Experience July 2012 - May 2013
Job Technical Support Specialist at LUMEDX
Industry Banking
Experience
LUMEDX  November 2014 - Present
HomeStreet Bank  May 2013 - November 2014
Boston Private Bank   July 2012 - May 2013
Charter Private Bank   September 2009 - May 2012

Skills
Banking, Loans, Credit, Refinance, ACH, Back Office, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis

Education
Seattle Central Community College   2003 — 2005

Bellevue Community College   2001 — 2003

Ramon Serpa Ramon Serpa Modesto, California Area Details
Ramon Serpa's Boston Private Bank Experience August 2013 - March 2014
Job Human Resources
Industry Banking
Experience
Prime Shine Express Car Wash   June 2015 - Present
E. & J. Gallo Winery   March 2015 - May 2015
VimHR   April 2014 - January 2015
Boston Private Bank   August 2013 - March 2014
PrideStaff  October 2012 - July 2013
Bank of America  February 2012 - September 2012
Ascend Personnel Services   July 2010 - February 2012
Washington Mutual/Chase  May 2006 - July 2009
Citi  January 2005 - May 2006
Washington Mutual Bank  January 2002 - January 2005

Skills
Account Management, Customer Service, Microsoft Excel, AML, Microsoft Office, Banking, Financial Services, PowerPoint, Financial Risk, Credit Cards, Risk Management, Retail Banking, Investment Banking, Payments, Credit Risk, Staffing Services, Permanent Staffing, Compliance, Recruiting, Training, Applicant Tracking..., Human Resources

Education
Heald College   1997 — 1999
AAS, Computer Business Administration

Shannan Maynard Shannan Maynard Greater Boston Area Details
Shannan Maynard's Boston Private Bank Experience August 2009 - June 2012
Job Design Coordinator at '47
Industry Apparel & Fashion
Experience
'47  August 2015 - Present
CrossFit Hingham   December 2014 - Present
STILLETTO'S BY B.BOSTON & ASSOCIATES   June 2014 - December 2014
Crossfit Mean Streets   February 2013 - December 2014
Carr for Congress 2014   February 2014 - June 2014
J+CO  December 2013 - December 2013
Diane Levin Sales   September 2013 - November 2013
Jaya Apparel Group LLC  September 2012 - June 2013
Boston Private Bank   August 2009 - June 2012
Sovereign Bank  August 2007 - July 2009

Skills
Banking, Outlook, Microsoft Excel, Management, Credit, Illustrator, Photoshop, Technical Design, Fashion Design, Tech Packs, Fabric Selection, Pattern Design, Sewing, Sketching, Microsoft Word, PowerPoint, Finance, Cash Management, Customer Satisfaction, Microsoft Office, Customer Service, Specs

Education
Fashion Institute of Design & Merchandising   2012 — 2013
A.A., Merchandise Product Development, Prof. Designation, 3.75

Bridgewater State College   2006 — 2010
B.S., Finance

Jorge Villavicencio Jorge Villavicencio Miami/Fort Lauderdale Area Details
Jorge Villavicencio's Boston Private Bank Experience February 2007 - July 2007
Job AML BSA Consultant at Citi
Industry Banking
Experience
Citi  August 2014 - Present
Greater Madison Convention & Visitors Bureau  July 2014 - October 2014
Greater Madison Convention & Visitors Bureau  February 2013 - June 2014
Apple  March 2012 - December 2012
Blizzard Entertainment  August 2010 - March 2012
Santander Private Banking International  July 2007 - November 2009
Boston Private Bank   February 2007 - July 2007
Banco de Chile  September 2006 - February 2007
SunTrust Bank  August 2004 - September 2006

Skills
IT Infrastructure..., IT Solutions, IT Strategy, Access, Troubleshooting, Project Management, Italian, Windows, IT Operations, Networking, Disaster Recovery, Windows Server, Servers, Active Directory, Technical Support, Help Desk Support, VMware ESX, Windows XP, Citrix, Windows 7, Microsoft Exchange, VMware, System Administration, Event Management, Customer Service, Time Management, Social Media Marketing, Social Media, Leadership, Banking

Education
Florida International University
Bachelor of Arts (B.A.), English Language and Literature, General

Rebecca Kingsford Rebecca Kingsford San Francisco Bay Area Details
Rebecca Kingsford's Boston Private Bank Experience August 2014 - Present
Job Client Service Administrator I
Industry Financial Services
Experience
Boston Private Bank   August 2014 - Present
Wells Fargo  February 2014 - August 2014
The Cheesecake Factory  September 2011 - April 2014

Skills
Customer Service, Banking, Credit, Retail Banking, Cash Management, Commercial Banking, Client Services, Relationship Management, Peer Leadership, Peer Support, Payments, Deposits, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Retention Management, Receptionist Duties

Education
Chabot College   2007 — 2010

Michael Paresky Michael Paresky New York, New York Details
Michael Paresky's Boston Private Bank Experience June 2011 - August 2011
Job Analyst Investments Group at iStar
Industry Financial Services
Experience
iStar  October 2013 - Present
Related  June 2013 - September 2013
Romney Presidential Campaign   June 2012 - August 2012
eRelyx   June 2012 - August 2012
Boston Private Bank   June 2011 - August 2011

Skills
Real Estate Sales..., PowerPoint, Financial Modeling, Microsoft Excel, Research, Microsoft Office, Spanish, Microsoft Word, Financial Analysis, Data Analysis, Market Research, Editing, Argus Modeling

Education
Harvard University   2009 — 2013
Bachelor's degree, Economics

Boston University   2013 — 2013
Bachelor's degree, Real Estate

Karen Mazukina Karen Mazukina Greater Boston Area Details
Karen Mazukina's Boston Private Bank Experience February 1998 - Present
Job Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   February 1998 - Present
First National Bank of Boston  November 1987 - February 1998
Fortune Savings Bank Clearwater Florida   July 1984 - October 1987

Skills
Banking, Loans, Real Estate Economics, Portfolio Management, Private Banking, Team Building, Commercial Banking, Credit, Small Business Lending, Commercial Lending, Mortgage Lending, Credit Analysis, Asset Management, Team Leadership, Wealth Management, Residential Mortgages, Fiduciary Services, Trust Services, Relationship Management

Education
Eastern Nazarene College
Bachelor of Science, Physical Education

Adam Baughman Adam Baughman San Mateo, California Details
Adam Baughman's Boston Private Bank Experience July 2011 - December 2013
Job Vice President & Relationship Manager at Presidio Bank
Industry Banking
Experience
Presidio Bank  January 2014 - Present
Boston Private Bank   July 2011 - December 2013
Boston Private Bank (Borel Private Bank & Trust Company)   October 2008 - July 2011
Five Star Bank - California  February 2006 - September 2008

Skills
Commercial Lending, Small Business Lending, Credit, Loans, Commercial Banking, Banking, Cash Flow, Lines Of Credit, Commercial Mortgages, Private Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Finance, Asset Based Lending, Mortgage Lending, Refinance, Cash Management, Relationship Building, Financial Analysis, Investments

Education
California State University-Sacramento   2003 — 2005
Bachelor of Science (BS), Business Administration, Concentration in Finance

California Bankers Association   2006 — 2007
Commercial Lending School

California Bankers Association   2007 — 2008
Graduate Commercial Lending School

Nicholas Egan Nicholas Egan Pasadena, California Details
Nicholas Egan's Boston Private Bank Experience July 2014 - August 2015
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

John Schukar John Schukar Greater Seattle Area Details
John Schukar's Boston Private Bank Experience April 2011 - May 2013
Job Regional Team Leader, Bellevue/Everett Commercial
Industry Banking
Experience
Homestreet Bank  August 2014 - Present
Sterling Savings   May 2013 - February 2014
Boston Private Bank   April 2011 - May 2013
Northern Trust  May 2005 - April 2011

Skills
Loans, Credit, Private Banking, Credit Analysis, Commercial Banking, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Wealth Management, Small Business Lending, Strategy, Underwriting, Retail Banking

Education
University of Puget Sound   1981 — 1982
Master of Business Administration (MBA), Finance

California State University-Long Beach   1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General

Jack Ramsey Jack Ramsey Belmont, Massachusetts Details
Jack Ramsey's Boston Private Bank Experience June 2015 - Present
Job Intern at Boston Private Bank
Industry
Experience
Boston Private Bank   June 2015 - Present
Ropes & Gray LLP  May 2014 - April 2015
Mercury Systems  May 2013 - August 2013

Education
Boston College   2012 — 2016
Bachelor of Science (B.S.), Finance and Operations; History Minor

Belmont High School   2008 — 2012
High School

Allison Mond Allison Mond Boston, Massachusetts Details
Allison Mond's Boston Private Bank Experience June 2012 - August 2012
Job Senior Analyst at Compass Lexecon
Industry Management Consulting
Experience
Compass Lexecon  April 2015 - Present
Compass Lexecon  July 2013 - March 2015
Boston Private Bank   June 2012 - August 2012
Gillibrand for Senate  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, SAS, Stata

Education
Colby College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Needham High School   2005 — 2009

NYU Prague

Daniel Bourque Daniel Bourque Greater Boston Area Details
Daniel Bourque's Boston Private Bank Experience October 2009 - Present
Job AVP/ Senior Financial Intelligence Analyst at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   October 2009 - Present
Boston Private Bank   July 2007 - October 2009
Boston Private Bank   September 2005 - July 2007
Boston Private Bank   January 2003 - September 2005
PNC Bank, New England   July 1990 - July 1999
PNC Bank, New England   July 1988 - June 1990
PNC Bank, New England   June 1986 - June 1988

Skills
Anti Money Laundering, BSA, OFAC, Fraud, Banking, Risk Management, USA PATRIOT Act

Education
Bentley University   1980 — 1983
Marketing Management

Nicole Coombes Nicole Coombes Greater Boston Area Details
Nicole Coombes's Boston Private Bank Experience September 2012 - June 2014
Job Due Diligence Analyst at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth LLC  May 2015 - Present
Boston Private Wealth LLC  June 2014 - May 2015
Boston Private Bank   September 2012 - June 2014
Boston Private Bank & Trust Company  June 2011 - August 2011

Education
Bowdoin College   2008 — 2012
BA, Economics and Sociology

Christian Callejas Christian Callejas Boston, Massachusetts Details
Christian Callejas's Boston Private Bank Experience June 2014 - July 2014
Job management trainee at Enterprise RentACar
Industry Automotive
Experience
Cancun Restaurant   July 2014 - Present
Boston Private Bank   June 2014 - July 2014
Enterprise Rent-A-Car  July 2013 - May 2014
Neighborhood Health Plan  April 2013 - June 2013
LifePlans, Inc.   January 2013 - March 2013

Skills
Customer Satisfaction, Customer Service, Sales, Customer Retention, Fleet Management, Cold Calling, Sales Management, Profit, Vehicles, Sales Process, Automotive, Account Management, Financial Analysis, Management, Sales Operations, Research

Education
College of Mount Saint Vincent   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Boston College High School   2004 — 2008

Edouard Salomon Edouard Salomon Greater Boston Area Details
Edouard Salomon's Boston Private Bank Experience August 2013 - November 2014
Job Loan Professional
Industry Financial Services
Experience
Admirals Bank  September 2014 - Present
Boston Private Bank   August 2013 - November 2014
Berkley Point Capital   July 2013 - August 2013
Toro Consulting Group   January 2013 - July 2013
Salem Five Bank  October 2012 - December 2012
P&P LAW   March 2009 - June 2010
Mortgage Options of America  June 2005 - March 2009
Global Home Loans Bank   February 2003 - March 2005
Fidelity Investments  September 2000 - October 2001

Skills
Real Estate, Investment Properties, Mortgage Lending, Residential Mortgages, Jumbo Mortgage, VA loans, FHA financing

Education
Harvard University   2013 — 2017
Master of Science (MS), Finance, General

Delaware State University   1995 — 1999
Bachelor of Science, Economics (Finance & Accounting) and Business Administration

Hesser College   1994 — 1995

Sean Slattery Sean Slattery Greater Boston Area Details
Sean Slattery's Boston Private Bank Experience June 2012 - August 2012
Job Portfolio Management Officer II at Bank of America
Industry Banking
Experience
Bank of America  November 2013 - Present
MICROS Systems Inc  June 2013 - November 2013
Boston Private Bank   June 2012 - August 2012
New England Sports Network  February 2012 - May 2012
Travelers  December 2011 - January 2012
Travelers  June 2011 - August 2011

Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Risk Management, Portfolio Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2019
Master of Business Administration (M.B.A.)

Boston College   2009 — 2013
BA, Economics and Political Science

Simsbury High School   2005 — 2009

Darlene Charles Darlene Charles Boston, Massachusetts Details
Darlene Charles's Boston Private Bank Experience August 2013 - March 2014
Job Audit Executive Assistant at CohnReznick LLP
Industry Higher Education
Experience
CohnReznick LLP  March 2015 - Present
CohnReznick LLP  July 2014 - March 2015
MIT  December 2012 - July 2014
Ercolini & Company LLP  March 2014 - June 2014
Boston Private Bank   August 2013 - March 2014
Boston Private Bank   February 2013 - August 2013
Christian Life Center Vacation Bible School   August 2004 - August 2013
Arrowstreet Capital  November 2012 - February 2013
Barnes & Noble  January 2013 - January 2013
Wentworth Institute of Technology  December 2012 - December 2012

Skills
Microsoft Office, Raiser's Edge, Datatel, ENPS, Alumnifinder.com, Wordpress, Fundraisers, WordPress, Nonprofits, Volunteer Management, Outlook, Microsoft Excel, Marketing Communications, Microsoft Word

Education
Emmanuel College   2008 — 2012
Bachelor's degree, English Communications

John D. O'Bryant High School of Mathematics and Science   2004 — 2008

J Scott Bryant J Scott Bryant San Francisco Bay Area Details
J Scott Bryant's Boston Private Bank Experience October 2011 - Present
Job Senior Vice President/ Private Partnerships & NonProfit Banking
Industry Venture Capital & Private Equity
Experience
Boston Private Bank   October 2011 - Present
Wells Fargo Bank  April 2008 - September 2011
Wells Fargo Business Banking  June 2005 - April 2008
Wells Fargo Business Banking  October 2001 - June 2005
Starpoint Solutions  February 1999 - August 2001
Siemens Automation Group   March 1996 - January 1999
US Navy  June 1988 - June 1994

Skills
Public Speaking, Problem Solving, Cash Management, Negotiation, Networking, New Business Development, Business Analysis, Sales Management, Strategic Hiring, Marketing Strategy, Treasury Management, Investments, Private Banking, Commercial Banking, Mortgage Lending, Mergers & Acquisitions, Credit, Real Estate, Management, Credit Analysis, Finance, Risk Management, Banking, Portfolio Management, Leadership, Loans, Sales, Financial Services, Small Business, Commercial Lending, Cross Selling, Financial Analysis, Marketing, Asset Management, Wealth Management, Training, Loan Origination, Credit Risk, Commercial Mortgages, Due Diligence, Retail Banking, Underwriting, Financial Modeling, Valuation, Strategic Financial..., Asset Based Lending, Corporate Finance, Capital Markets, Private Equity, Entrepreneurship

Education
Golden Gate University
Bachelor’s Degree, Business Management, Magna Cum Laude

Armen Sebastian Armen Sebastian Greater Los Angeles Area Details
Armen Sebastian's Boston Private Bank Experience September 2012 - Present
Job Vice President / Boston Private Bank & Trust
Industry Banking
Experience
Boston Private Bank   September 2012 - Present
HSBC  August 2008 - August 2012
Citi  2003 - 2008
Merrill Lynch  1998 - 2000

Skills
Commercial Banking, Series 7, Securities, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Credit Risk, Consumer Lending, Lines Of Credit, Treasury Services, Asset Based Lending, Retail Banking, Treasury Management, Investments, Finance, Private Banking, Wealth Management, Cash Management, Commercial Mortgages, Portfolio Management

Education
Southwestern University School of Law   1987 — 1990
Juris Doctorate

California State University-Los Angeles   1986 — 1988
BA in Economics

Jennifer LaFountain Jennifer LaFountain Greater Boston Area Details
Jennifer LaFountain's Boston Private Bank Experience April 2013 - July 2014
Job Senior Accountant at Gordon Conwell Theological Seminary
Industry Banking
Experience
Gordon Conwell Theological Seminary  July 2014 - Present
New England College of Business and Finance  2010 - Present
Boston Private Bank   April 2013 - July 2014
Boston Private Bank   April 2013 - July 2014
Boston Private Bank   December 2007 - July 2014
Rockport National Bank  August 2006 - July 2007
Boston Financial Data Services  June 2005 - July 2006
Rockport National Bank  June 2004 - January 2005
Circuit City  October 1998 - April 2004

Skills
Banking, Outlook, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Data Entry, Sales, Balance, Finance, Microsoft Money, Critical Thinking, Policy Analysis, Credit, Accounting, Financial Analysis, Budgets, Analysis, Management, Account Reconciliation, Accounts Payable

Education
New England College of Business & Finance   2009 — 2010
Master of Science, Finance

Eastern Nazarene College   2001 — 2005
B.S., Business Management

LCA   1996 — 2001

Sean Michael Cumming Sean Michael Cumming Sudbury, Massachusetts Details
Sean Michael Cumming's Boston Private Bank Experience June 2013 - August 2013
Job Managing Director at SMC Private Investments
Industry Investment Management
Experience
SMC Private Investments   August 2007 - Present
Boston Private Bank   June 2013 - August 2013
Morgan Stanley Smith Barney  May 2012 - September 2012

Skills
Morningstar, Excel, TradeStation, Wealth Management, Value Investing, Technical Data Analysis, Investment Advisory, Equity Trading, Equity Research Analysis, Day Trading, Bloomberg Terminal, Mutual Funds, Financial Markets, Microsoft Excel, ETFs, Investment Management, Finance, Equities, Portfolio Management, PowerPoint, Bloomberg

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Economics & Finance

Louise Chauncey, CFA Louise Chauncey, CFA Greater Boston Area Details
Louise Chauncey, CFA's Boston Private Bank Experience November 1999 - April 2012
Job Managing Director at First Republic Private Wealth Management
Industry Banking
Experience
First Republic Private Wealth Management  April 2012 - Present
Boston Private Bank   November 1999 - April 2012
BankBoston  1996 - November 1999
Baybank Investment Management   1993 - 1996
Bank America   1987 - 1992

Skills
Asset Allocation, Retirement Planning, Investment Strategies, Equities, Client Service, New Business Development, Portfolio Management, Wealth Management, High Net Worth..., Investment Management, Alternative Investments, Fixed Income

Education
D'Amore-McKim School of Business at Northeastern University   1985 — 1987
MBA, Finance

University of Massachusetts, Amherst   1978 — 1982
BS, Political Science/Economics

Hank Miller Hank Miller Greater Los Angeles Area Details
Hank Miller's Boston Private Bank Experience December 1996 - Present
Job Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   December 1996 - Present
Bank of Hollywood   April 1992 - December 1996
Santa Monica Bank  May 1989 - April 1992

Skills
Expert in travels in..., Expert..., Small Business Lending, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Credit, Small Business, Credit Analysis, Portfolio Management, New Business Development, Investments, Mortgage Lending, Business Development, Banking, Commercial Mortgages, Loan Origination, Cash Management, Underwriting, Finance, Treasury Management, Credit Risk, Refinance, Financial Services, Due Diligence, Mortgage Banking, Strategic Financial..., Asset Management, Risk Management, Executive Management

Education
California State University-Northridge
BA and MA, History and Administration

Culver High School

Emily Day Emily Day Greater Boston Area Details
Emily Day's Boston Private Bank Experience August 2001 - October 2004
Job Vice President of Development at Boston Center for the Arts
Industry Nonprofit Organization Management
Experience
Boston Center for the Arts  November 2014 - Present
Centre for the Living Arts  September 2013 - November 2014
Massachusetts College of Art and Design  July 2010 - August 2013
Museum of Fine Arts, Boston  July 2008 - July 2010
Museum of Fine Arts, Boston  July 2006 - July 2008
Museum of Fine Arts, Boston  October 2004 - July 2006
Boston Private Bank   August 2001 - October 2004

Skills
Fundraising, Annual Giving, Nonprofits, Stewardship, Volunteer Management, Philanthropy, Event Planning, Grants, Arts Administration, Museums, Alumni Relations, Program Development, Event Management, Visual Arts, Board Development, Art History, Social Media, Grant Writing, Higher Education, Non-profits, Raiser's Edge, Editing, Strategy, Volunteer Recruiting, Leadership, Public Speaking, Management, Major Gifts, Corporate Relations, Community Outreach, Capital Campaigns

Education
Boston University   2002 — 2005
M.S., Arts Administration

University of Virginia   1997 — 2001
B.A., Art History

Brookline High School   1993 — 1997

Hillary Faulkner Hillary Faulkner Greater Seattle Area Details
Hillary Faulkner's Boston Private Bank Experience May 2012 - May 2013
Job Deposit Operations & Project Specialist at Foundation Bank
Industry Banking
Experience
Foundation Bank  September 2013 - Present
Sterling Bank  May 2013 - August 2013
Boston Private Bank   May 2012 - May 2013
Boston Private Bank (formerly Charter Private Bank)   June 2008 - May 2012
U.S. Bank   November 2007 - June 2008

Skills
Financial Services, Project Management, High level of initiative, Customer Service, ACH, Operations Management, Highly detail oriented, Microsoft Office, Data Analysis, Troubleshooting, Fraud Detection, Logical Thinker, Accurate Data Entry, Organization &..., Office Administration, Customer Retention, Commercial Banking, Meet Deadlines, Cash Management, Banking, Risk Management, Deposits, Bank Secrecy Act, Credit Cards, Treasury Services

Education
Central Washington University   2005 — 2007
BS, Business - Finance

Eastern Washington University   2003 — 2005

Polly Heater Polly Heater Greater Boston Area Details
Polly Heater's Boston Private Bank Experience September 2010 - Present
Job Commercial Lending System Specialist Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   September 2010 - Present
Liberty Tax Service  January 2015 - April 2015
Boston Private Bank   April 2007 - February 2011
Boston Private Bank   November 2005 - April 2007
Save Mart Supermarkets  1993 - 2005

Skills
Banking, Financial Analysis, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Cash Management, Credit, Portfolio Management, Mortgage Lending, Financial Services, Customer Service, Risk Management, Leadership, Private Banking, Finance, Accounting, Management, Credit Risk, Financial Reporting, Auditing

Education
Northeastern University   2006 — 2013
Bachelor of Science (BS), Accounting & Finance

Fresno City College   1993 — 1995
Business

Tim Macdonald Tim Macdonald Greater Boston Area Details
Tim Macdonald's Boston Private Bank Experience February 2011 - Present
Job Chief Risk Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   February 2011 - Present
Boston Private Financial Holdings  September 2009 - January 2011
GE  January 2007 - September 2009
General Electric  January 2007 - September 2009
GE Money  January 2007 - September 2009
GE Capital  January 2007 - September 2009
Federal Reserve Bank of Boston  1991 - 2006
KPMG Advisory  November 2004 - December 2005

Skills
Enterprise Risk..., Risk Management, Basel II, Economic Capital, Financial Risk, Banking, Credit Risk, Credit, Operational Risk..., Operational Risk, Financial Services, Derivatives, Market Risk, Loans, Capital Markets, Program Management, Portfolio Management, Financial Modeling, Due Diligence, Finance, Financial Institutions, AML, Credit Analysis, Strategy, Financial Markets, Commercial Banking, Fixed Income, Corporate Finance, Structured Finance, Equities, Securities, Treasury Management, ALM, Valuation, Asset Management, Investment Banking, Bloomberg, Treasury, Hedge Funds, Financial Analysis, Liquidity Risk, Investments

Education
Northeastern University - Graduate School of Business Administration   1983 — 1986
MBA, Finance

Fairfield University   1976 — 1980
BA, Economics

Daniel Schiavo Daniel Schiavo Greater Boston Area Details
Daniel Schiavo's Boston Private Bank Experience June 2011 - August 2011
Job Commercial Real Estate Banking Officer at Brookline Bank
Industry Financial Services
Experience
Brookline Bank  January 2015 - Present
Brookline Bank  August 2011 - January 2015
Boston Private Bank   June 2011 - August 2011
Boston Private Bank   June 2010 - August 2010
Max Downtown   July 2009 - August 2009

Skills
Credit, Loans, Analysis, Due Diligence, Commercial Lending, Financial Modeling, Social Networking, Microsoft Excel, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Real Estate, Valuation

Education
Bentley University   2008 — 2011
Bachelor of Science, Finance

George Calapai George Calapai Greater Boston Area Details
George Calapai's Boston Private Bank Experience March 2008 - December 2008
Job IT risk and compliance professional with an entrepreneurial streak.
Industry Information Technology and Services
Experience
O'Connor & Drew, P.C.   September 2014 - Present
Medeventus Inc.   October 2012 - September 2014
Navin, Haffty & Associates   April 2013 - February 2014
InVivo Therapeutics  January 2009 - December 2012
Boston Private Bank   March 2008 - December 2008
Pitney Bowes  January 2006 - February 2008

Education
Brandeis University   2015 — 2017
Master’s Degree, Medical Informatics

Northeastern University   2007 — 2013
Bachelor's Degree, Healthcare Management

Nathaniel Collins Nathaniel Collins Greater Boston Area Details
Nathaniel Collins's Boston Private Bank Experience June 2013 - August 2013
Job Account Executive Team Lead at IdeaPaint
Industry Business Supplies and Equipment
Experience
IdeaPaint  May 2015 - Present
IdeaPaint  March 2015 - April 2015
IdeaPaint  January 2015 - February 2015
Brook Venture Partners  May 2014 - December 2014
Boston Private Bank   June 2013 - August 2013
Manchester Athletic Club  June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Business Strategy, Project Management, Team Leadership, Account Management, New Business Development, Lead Generation, Sales Operations, Salesforce.com

Education
Furman University   2010 — 2014
(BA), Business Administration

The Governor's Academy   2006 — 2010

Phoebe Hyde Phoebe Hyde Greater Boston Area Details
Phoebe Hyde's Boston Private Bank Experience June 2011 - August 2011
Job Investment Management Consultant at FactSet
Industry Financial Services
Experience
FactSet  September 2014 - Present
Credit Suisse  July 2013 - June 2014
Hollister Staffing  February 2013 - May 2013
Beta Alpha Psi  February 2012 - May 2013
Credit Suisse  May 2012 - August 2012
Boston Private Bank   June 2011 - August 2011
Straight Wharf Restaurant  May 2010 - August 2010
Hollister, Inc  January 2008 - February 2008

Skills
Microsoft Excel, Business Communications, iGrafx, PowerPoint, Leadership, Social Media, Time Management, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Public Speaking

Education
Elon University - Martha and Spencer Love School of Business   2009 — 2013
BSBA, Finance Major, Professional Writing Minor, Cum Laude

Richmond, The American International University in Florence, Italy   2011 — 2011

Dover-Sherborn Regional High School   2005 — 2009

Farid Dehdilani Farid Dehdilani Greater Los Angeles Area Details
Farid Dehdilani's Boston Private Bank Experience May 2013 - February 2015
Job Senior Consultant at david french & associates
Industry Management Consulting
Experience
david french & associates   May 2015 - Present
Boston Private Bank   May 2013 - February 2015
Cambridge Savings Bank  2012 - 2013
Symetra Financial  2010 - 2011
Columbia Futures Group   2010 - 2010
Merrill Lynch Wealth Management  2008 - 2008

Skills
Data Analysis, Monte Carlo Simulation, Financial Modeling, Equity Valuation, Market Research, Underwriting, Credit Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2012
Master of Science in Finance, Finance

Seattle University-Albers School of Business and Economics   2007 — 2010
Bachelor of Business Administration (BBA), Finance and Economics

Grace Gunderson Grace Gunderson Greater Boston Area Details
Grace Gunderson's Boston Private Bank Experience June 2011 - January 2012
Job Talent Acquisition Recruiter at Vertex Pharmaceuticals
Industry Human Resources
Experience
Vertex Pharmaceuticals  August 2015 - Present
Vertex Pharmaceuticals  April 2014 - July 2015
Vertex Pharmaceuticals  March 2013 - March 2014
Great Neck Elementary School   January 2012 - May 2012
Boston Private Bank   June 2011 - January 2012
Transitional Data Services  December 2010 - January 2011
Anti-Defamation League New England   May 2010 - August 2010

Skills
Diversity Training, Facilitating, Project Management, Public Speaking, Communications, Presentations, Event Planning and..., Teaching, Community Outreach, Volunteer Management, Youth Development, Fundraising, Research, Spanish, International Traveler, Microsoft Office, Interviews, Organizational..., Program Management, PowerPoint, Program Development, Program Evaluation, Public Relations, Grant Writing, Communication

Education
Connecticut College   2008 — 2012
BA, Human Development, Education, Community Action and Public Policy Certification, 3.78 GPA magna cum laude

Lincoln-Sudbury Regional High School   2004 — 2008
3.65 GPA cum laude

Silvia Rimolo Silvia Rimolo Greater Boston Area Details
Silvia Rimolo's Boston Private Bank Experience 1997 - 2000
Job Asset Manager at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management (formally MMA Financial until Aug. 2009)   March 2005 - Present
Bank of America  2000 - 2005
Boston Private Bank   1997 - 2000

Skills
Real Estate Economics, Asset Management, LIHTC, Real Estate, Affordable Housing, Tax Credits, Real Estate Development, Due Diligence, Disposition, Credit, Asset Managment

Education
Universidad Fidélitas   1992 — 1994
Licenciatura en Administracion de Negocios con enfasis en Finanzas y Banca

Universidad Autónoma de Centro América   1987 — 1990
Bachiller en Administracion - Cum Laude Probatus

Torrance Childs Torrance Childs Greater Boston Area Details
Torrance Childs's Boston Private Bank Experience March 2007 - December 2013
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

John Macomber John Macomber Greater Boston Area Details
John Macomber's Boston Private Bank Experience June 2007 - May 2011
Job HBS Faculty, Investor, Builder in Real Estate, Construction, and Technology
Industry Real Estate
Experience
Harvard Business School  July 2007 - Present
BuildingVision, Inc.   September 2000 - Present
Mount Auburn Hospital  1998 - Present
Route Three L.P.   July 1997 - Present
Vela Systems, Inc.   July 2004 - June 2012
Boston Private Bank   June 2007 - May 2011
YPO  July 1992 - June 2010
George B. H. Macomber Company   September 1983 - January 2007
WGBH  2002 - 2006
Collaborative Structures   June 1995 - December 2000

Skills
Investment Properties, Real Estate Development, Teaching, Contractors, Project Finance, Resource Efficiency, Real Estate, Construction, Real Estate Investment, Public Speaking, Real Estate Finance, Public-private..., International Real..., Executive Education, Real Estate Economics, Team Building, Strategic Planning, Start-ups, Negotiation, Marketing Strategy, Mergers & Acquisitions, Commercial Real Estate, Cleantech, Entrepreneurship, Valuation, Investments, Venture Capital, Strategy, Private Equity, Leadership, Sustainability, Management, Finance, Business Strategy, Business Development, Public/private...

Education
Harvard Business School   1981 — 1983
MBA, Business Administration and Management, General

Dartmouth College   1973 — 1978
BA cum laude, Mathematics in the Social Sciences

Harvard University Graduate School of Design

Molly Downer Molly Downer Greater Boston Area Details
Molly Downer's Boston Private Bank Experience July 2001 - 2006
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank  August 2006 - Present
First Republic   2006 - Present
Boston Private Bank   July 2001 - 2006
Citizens Bank (formerly USTrust Company)   January 1997 - June 2001
State Street Bank  January 1995 - December 1997
Fleet Bank of Massachusetts (formerly Bank of New England)   March 1982 - September 1991
The Gillette Company  September 1980 - March 1982

Education
Harvard Business School   1978 — 1980
MBA

Wellesley College
BA, Psychology, Economics

Bill Massos Bill Massos Greater Boston Area Details
Bill Massos's Boston Private Bank Experience December 2007 - Present
Job Vice President Commercial Real Estate
Industry Banking
Experience
Boston Private Bank   December 2007 - Present
Acorn Management   January 1991 - November 2005
Bank of Boston  July 1984 - December 2000

Skills
Construction Loans, Asset Management, Commercial Banking, Investment Properties, Real Estate, Banking, Mortgage, Underwriting, Portfolio Management, Financial Analysis, Due Diligence, Strategic Planning, Real Estate Finance, Credit, Negotiation, Loans, Valuation, Financial Modeling, New Business Development, Microsoft Office, Private Equity, Debt, Capital Markets, Problem Solving, Funding, Financial Planning, Excel, Affordable Housing, Real Estate Economics, Commercial Real Estate, Real Estate Development, Commercial Mortgages, Credit Analysis, Real Estate Financing, Financial Structuring, Mortgage Lending, Commercial Lending, Finance, Investments, Management, Risk Management, Credit Risk, Wealth Management, Mergers & Acquisitions, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   1986 — 1991
MBA, Business Administartion - Finance and Marketing, Graduated Cum Laude

Boston University - School of Management   1977 — 1981
Bachelor of Science (BS), Busness administration, Graduated Magna Cum Laude

Elizabeth Adelle Greenberg Elizabeth Adelle Greenberg Natick, Massachusetts Details
Elizabeth Adelle Greenberg's Boston Private Bank Experience May 2012 - January 2014
Job Executive Assistant at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank  February 2014 - Present
Boston Private Bank   May 2012 - January 2014
Boston Private Bank   July 2011 - June 2012
Rocky Mountain Bank  February 2011 - June 2011
Wells Fargo  May 2010 - February 2011
Cloudveil Mountain Works   June 2009 - March 2010
Hoback Sports  June 2008 - June 2009
Astrid Boutique   January 2006 - January 2007
Café Guru   June 2004 - September 2006

Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate

University of Maryland College Park   2004 — 2008
BS, Marketing

Robert H. Smith School of Business   2003 — 2008
Bachelor of Science, Marketing

National Outdoor Leadership School   2007 — 2007
Outdoor Education

The Key School
High School Diploma

Elizabeth Cox Elizabeth Cox Greater Boston Area Details
Elizabeth Cox's Boston Private Bank Experience 1989 - 1991
Job Senior Attorney at Hasbro, Inc.
Industry Consumer Goods
Experience
Hasbro, Inc.   December 2014 - Present
Neiman Marcus Group and Bergdorf Goodman   April 1999 - December 2014
Houghton Mifflin Harcourt (f/k/a Harcourt General)   1999 - 2000
Quaker Fabric  1994 - 1998
Boston Private Bank   1989 - 1991

Skills
Intellectual Property, Licensing, Copyright Law, Corporate Law, Privacy Law, Litigation, Data Privacy, Trademarks, Legal Writing, Commercial Litigation, Employment Law, Management, E-commerce, Legal Research, Retail, Negotiation, Leadership, Advertising, Contract Negotiation, Public Speaking, Due Diligence, Legal Issues, Mediation, Litigation Management, Mergers & Acquisitions, Arbitration, Legal Assistance, Corporate Governance, Legal Compliance, CARD Act, Credit Cards, Consumer Privacy, eCommerce, Data Breach, Customer tracking and..., Social Media, Training, Microsoft Office, Project Management, Research, Legal Advice, PowerPoint, Strategy, Policy

Education
Boston College Law School   1991 — 1994
JD, Law, cum laude

Northeastern University   1985 — 1989
Bachelor of Science (BS), Political Science, magna cum laude

Queen's University Belfast
Study Abroad, International/Global Studies

Institute of Public Administration, Dublin Ireland
Study Abroad, International/Global Studies

Bryan Chubbs Bryan Chubbs Greater Boston Area Details
Bryan Chubbs's Boston Private Bank Experience May 2014 - August 2014
Job Commercial Lending Intern at Boston Private Bank
Industry Financial Services
Experience
Arbor Commercial Mortgage  May 2015 - Present
Boston Private Bank   May 2014 - August 2014
Energi Insurance Services, Inc.   May 2013 - January 2014
Groe Advisors LLC  November 2012 - May 2013

Skills
Mircrosoft Access,..., Microsoft Excel, Vlookup, Simulations, MS Excel Pivot Tables, Performance Dashboards, Minitab, Microsoft Word, Finance, PowerPoint, Sales, Salesforce.com, Capital IQ, Social Media, Access, Bloomberg Terminal, Financial Analysis, Morningstar, Data Analysis, Customer Service, Microsoft Office

Education
Babson College   2011 — 2015
Bachelor of Science, Business Administration; Finance and Strategic Management

Lawrence Academy   2006 — 2010
High School Diploma

Marc Montanari Marc Montanari Boston, Massachusetts Details
Marc Montanari's Boston Private Bank Experience April 2004 - December 2005
Job Deputy Regional Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank  June 2011 - Present
First Republic Bank  January 2006 - June 2011
Boston Private Bank   April 2004 - December 2005
Invesco US  May 1995 - January 2004
Putnam Investments  August 1992 - May 1995
Boston Safe Deposit & Trust Company   September 1986 - August 1992
IBM  February 1985 - August 1986

Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital

Education
Babson College - Franklin W. Olin Graduate School of Business   1985 — 1986
Master of Business Administration (MBA), Finance, General

Arizona State University   1980 — 1984
Bachelors of Science, Business

Kimberly Hanson Kimberly Hanson Greater Boston Area Details
Kimberly Hanson's Boston Private Bank Experience September 2010 - Present
Job Executive Assistant at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   September 2010 - Present
Self Employed  1995 - 2015
Broad Institute  April 2004 - September 2010
DPI  1994 - 2003

Skills
Event Planning, Editing, Proofreading, Writing, Copy Editing, Scheduling, Organizing

Education
Boston College   1985 — 1988
BA, Education and English

University of Alabama   1984 — 1985

GlenOak High School   1980 — 1984
High School

Cristopher Richiez Cristopher Richiez Greater Boston Area Details
Cristopher Richiez's Boston Private Bank Experience June 2015 - Present
Job Information Security Analyst I at Boston Private Bank
Industry Information Technology and Services
Experience
Boston Private Bank   June 2015 - Present
Boston Private Bank & Trust Company  December 2013 - Present
Freelance  October 2012 - December 2013
Extreme Reach  March 2012 - January 2013
Brookline Interactive Group  August 2011 - December 2011
Framingham State University  August 2008 - December 2011
Framingham State University  2009 - 2010

Skills
Time Management, Customer Service, Active Directory, Microsoft Exchange, Technical Documentation, Technical Support, Editing, Graphic Design, Photoshop, Photography, Ticketing Systems, Remote Desktop, Microsoft Technologies, Video Conferencing, Windows 7, Leadership, Microsoft Word, Networking, PowerPoint, Social Media

Education
Framingham State University   2007 — 2011
BA, Communication Studies

Deirdre Hall, CFA Deirdre Hall, CFA Greater Boston Area Details
Deirdre Hall, CFA's Boston Private Bank Experience July 2012 - May 2015
Job Managing Director at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  May 2015 - Present
Boston Private Bank   July 2012 - May 2015
Rockland Trust  November 2007 - July 2012
Wood Mackenzie, Inc.   January 2007 - October 2007
Appleton Partners, Inc.   October 2001 - January 2007
Thomson Financial  September 2000 - September 2001

Skills
Financial Analysis, Banking, Investment Management, Big-picture Thinking, Financial Reporting, Finance, Wealth Management, Credit Analysis, Financial Services, Investment Advisory, Series 7, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Equities, Investments

Education
Duke University   1996 — 2000
BS, Psychology, Pre-Med

Michael Abendroth Michael Abendroth San Francisco Bay Area Details
Michael Abendroth's Boston Private Bank Experience January 2007 - January 2012
Job Wealth Management and Private Banking, Vice President
Industry Banking
Experience
Boston Private Bank & Trust Company  January 2007 - Present
Boston Private Bank   January 2007 - January 2012
Gallo Sales Company  November 2004 - August 2006

Skills
Law Firms, Non-profits, Contractors, Real Estate, Receivers, Venture Capital, Private Equity, Portfolio Management, New Business Development, Loans, Credit, Negotiation, Banking, Trusts, Investments, Strategic Planning, Nonprofits, Mortgage Lending, Management, Cash Management, Accounting, Sales, CRM, Insurance, Wealth Management, Commercial Banking, Finance, Asset Management, Private Banking, Credit Analysis

Education
California Polytechnic State University-San Luis Obispo   2000 — 2004
Economics, Business and Marketing

St. Ignatius College Preparatory   1996 — 2000
College Prep

Alexis Kearley Alexis Kearley Greater Boston Area Details
Alexis Kearley's Boston Private Bank Experience August 2008 - August 2010
Job Personal Banker at Brookline Bank
Industry Banking
Experience
Rodan + Fields  2015 - Present
Brookline Bank  September 2010 - April 2011
Boston Private Bank   August 2008 - August 2010
Boston Private Bank   April 2007 - August 2008
Mr. Tux  2005 - 2006
TD  2004 - 2005
The Men's Wearhouse, Inc.   2000 - 2004

Skills
Banking

Education
Bentley University
Business Management

Point Park University
Dance (Ballet Concentration)

Meredith Levenson Meredith Levenson Greater Boston Area Details
Meredith Levenson's Boston Private Bank Experience February 2014 - Present
Job Deposit Support Specialist at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   February 2014 - Present
Boston Private Bank   February 2013 - February 2014
Boston Private Bank   June 2010 - February 2013
Boston Private Bank   June 2009 - August 2009

Skills
Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Banking, Economics

Education
Hobart and William Smith Colleges   2006 — 2010
BA, Economics

Claudia Fiorentino Claudia Fiorentino Montreal, Canada Area Details
Claudia Fiorentino's Boston Private Bank Experience May 2005 - August 2005
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

Peter Collins Peter Collins Greater Boston Area Details
Peter Collins's Boston Private Bank Experience June 2008 - August 2008
Job Analyst
Industry Venture Capital & Private Equity
Experience
Brook Venture Partners  February 2012 - Present
New Balance  June 2010 - August 2010
First Atlantic Capital LLC & Collins Nickas &Co LLC   June 2009 - August 2009
Boston Private Bank   June 2008 - August 2008

Skills
Due Diligence, Lead Generation, Leadership, Valuation, Private Equity, Venture Capital, Marketing, Financial Modeling, Mergers & Acquisitions, Government, Fine Art

Education
Connecticut College   2007 — 2011
BA, Government and Studio Art

Tuck School of Business at Dartmouth   2011 — 2011
Program Certificate, Business Bridge Program

Scuola Internazionale di Grafica   2009 — 2009
Studio Art

Governor Dummer Academy   2003 — 2007

Jean Samedi Jean Samedi Boston, Massachusetts Details
Jean Samedi's Boston Private Bank Experience June 2013 - July 2013
Job Information Services
Industry Information Technology and Services
Experience
loanDepot, LLC dba Mortgage Master   September 2015 - Present
Astadia/Vertex Pharmaceuticals   December 2014 - September 2015
Dell  August 2013 - June 2014
Boston Private Bank   June 2013 - July 2013
Bank of America  December 2006 - September 2011
New England Institutional Review Board  March 2006 - November 2006

Skills
Analysis, Banking, Hardware, Disaster Recovery, Technical Support, Process Improvement, Leadership, Management, CRM, Software Installation

Education
Curry College   2014 — 2017
Bachelor of Arts (B.A.), Information Technology

Quincy College   2003 — 2006
Associate of Science (A.S.), Computer Science

Benjamin Franklin Institute of Technology   2002 — 2003
Associate of Science (A.S.), Electrical and Electronics Engineering

Douglas Garabedian Douglas Garabedian Salem, Massachusetts Details
Douglas Garabedian's Boston Private Bank Experience June 2013 - August 2013
Job Client Service Associate at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co.   August 2015 - Present
Lynch/Van Otterloo YMCA   June 2011 - Present
William Gallagher Associates  June 2015 - August 2015
Connecticut College Men's Soccer Team   August 2011 - August 2015
U.S. Immigration and Customs Enforcement (ICE)   May 2014 - August 2014
Boston Private Bank   June 2013 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Organization, Leadership, Communication, Moody's, Diligent, Critical Thinking, Administrative..., Teamwork, Fundraising, Editing

Education
Connecticut College   2011 — 2015
Economics, 3.58 GPA

I.S.I, Palazzo Rucellai, Florence, Italy   2014 — 2014

Bishop Fenwick High School   2007 — 2011

Jessie L'Heureux Jessie L'Heureux Rochester, New York Details
Jessie L'Heureux's Boston Private Bank Experience June 2014 - August 2014
Job Sales Consultant at Unum
Industry Insurance
Experience
Unum  June 2015 - Present
Hobart and William Smith Colleges Admissions Office   September 2014 - May 2015
William Smith Club Soccer   September 2011 - May 2015
Treble Street Soup Kitchen   2005 - 2015
Hobart and William Smith Colleges  September 2011 - September 2014
Boston Private Bank   June 2014 - August 2014
Morgan Stanley  May 2013 - August 2013
Keller Williams Real Estate  May 2013 - August 2013
Boys and Girls Clubs of America  February 2013 - May 2013
Keller Williams Real Estate  June 2011 - December 2012

Skills
Social Media, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Time Management, Data Entry, Facebook, Event Planning, Sales, Social Networking, Teamwork, Access, Retail, Leadership, Event Management, Finance, Wealth Management

Education
Hobart and William Smith Colleges   2011 — 2015
Bachelor's degree, Majors: Economics, International Relations Minor: Political Science

Charles University in Prague   2013 — 2013
Economics, International Relations, History, Political Science

Falmouth High School   2007 — 2011

Jessica Haney Jessica Haney New York, New York Details
Jessica Haney's Boston Private Bank Experience June 2013 - August 2013
Job EY FSO Assurance
Industry Accounting
Experience
EY  September 2015 - Present
Boston Private Bank   June 2013 - August 2013

Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Financial Reporting, Public Speaking, Social Media, Accounting, Research, Financial Accounting, QuickBooks, Time Management, Financial Analysis, Teamwork, Accounts Payable

Education
Bentley University   2014 — 2015
Master's Degree, Accounting

The University of Connecticut   2010 — 2014
Bachelor's Degree, Accounting

Karen Eames Karen Eames Quincy, Massachusetts Details
Karen Eames's Boston Private Bank Experience July 1998 - May 2015
Job Investment Resource Associate for Private Client Advisors at William Blair & Company
Industry Banking
Experience
William Blair & Company  May 2015 - Present
Boston Private Bank   July 1998 - May 2015
BankBoston  May 1992 - July 1998

Skills
Banking, Management, Commercial Banking, Equities, Portfolio Management, Financial Services, Asset Management, Finance

Education
Emmanuel College   1995 — 2001
Bachelor's degree, Business Administration and Management, General

Quincy High School   1982 — 1985

Bryan Wilson Bryan Wilson San Francisco Bay Area Details
Bryan Wilson's Boston Private Bank Experience 2011 - 2011
Job Private Wealth Management and Liquidity Solutions for Entrepreneurs at ClearPath Capital Partners
Industry Investment Management
Experience
ClearPath Capital Partners  2014 - Present
E3 Healthcare LLC   2013 - 2013
Sonus  2012 - 2012
Boston Private Bank   2011 - 2011
Boston Private Bank   2007 - 2010

Skills
Wealth Management, Asset Allocation, Secondary Market, Financial Analysis, Retirement Planning, Portfolio Management, Economics, Accounting

Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General

Copenhagen Business School

Saint Francis High School

Richard Aguiar Richard Aguiar Greater Los Angeles Area Details
Richard Aguiar's Boston Private Bank Experience April 2012 - May 2013
Job Senior Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   June 2013 - Present
Boston Private Bank   April 2012 - May 2013
SEI Investments  July 2009 - February 2012
SEI Investments  June 2006 - June 2009
SEI Investments  June 1999 - May 2006
SEI Investments  July 1994 - May 1999

Skills
Wealth Management, Certified Financial..., New Business Generation, New Business Development, Consultative Selling, Complex Sales, Practice Management, Business Strategy, Strategy Development, Process Consulting, Account Management, Large Account Sales, Building Relationships, Developing Client..., Investment Advisory, Trust Accounting, Trust Services, Asset Management, Investment Strategies, Asset Allocation, Product Management, Product Design, Product Launch, Product Strategy, Outsourcing, Mutual Funds, Asset Managment, Relationship Management, Investments, Business Development, Accounting, Sales, Securities, Portfolio Management, Strategy, Selling

Education
Georgia Institute of Technology   1988 — 1994
Bachelor, Electrical Engineering, Minor in Economics

Bart Podgorski Bart Podgorski San Francisco Bay Area Details
Bart Podgorski's Boston Private Bank Experience September 2006 - June 2011
Job Corporate Loan Underwriting Manager
Industry Banking
Experience
Prosper Marketplace  July 2014 - Present
Commerce Mortgage  January 2013 - September 2013
Bank of America  June 2011 - January 2013
Boston Private Bank   September 2006 - June 2011

Skills
Mortgage Lending, Banking, Loans, Credit, Mortgage Underwriting, Credit Analysis, Small Business Lending, Private Banking, Underwriting, Credit Risk, Refinance, Retail Banking, Finance, Financial Risk, Risk Management

Education
Triton College   1994 — 1996
Computer Science

City Colleges of Chicago-Wilbur Wright College   1992 — 1994
Business Administration, Management and Operations

UMCS Lublin, Poland   1987 — 1991
Political Science and Government

Morris Taylor Morris Taylor Van Nuys, California Details
Morris Taylor's Boston Private Bank Experience June 2015 - August 2015
Job Summer Intern | Community Investment Department at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank   June 2015 - August 2015
Journeys  October 2013 - June 2014

Skills
Public Speaking, Microsoft Word, Management, Community Outreach, Microsoft Excel, Customer Service, PowerPoint, Project Management, Leadership, Research, Quantitative Research, Qualitative Research, Community Investment, Community Service, Music Production, Audio Engineering, Photoshop

Education
Hampton University   2014 — 2019
Master’s Degree, Business Administration and Management, General, Sophmore

El Camino Real Charter High-School   2010 — 2014

Brian Gaspar Brian Gaspar Greater Boston Area Details
Brian Gaspar's Boston Private Bank Experience 2007 - 2010
Job eCommerce Optimization Manager at Potpourri Group
Industry Marketing and Advertising
Experience
Potpourri Group  July 2015 - Present
BG PPC Consulting   January 2013 - Present
PetEdge  November 2013 - July 2015
PetEdge  June 2012 - November 2013
Exclusive Concepts  2011 - 2012
iProspect  2011 - 2011
Transition from Banking to Marketing   2009 - 2011
Boston Private Bank   2007 - 2010
Bank of America  2004 - 2007
FleetBoston Financial  December 2001 - October 2004

Skills
Analytics, Web Analytics, E-commerce, Lead Generation, Email Marketing, PPC, Management, Strategy, Google Analytics, Marketing Strategy, CRM, Social Media, Social Media Marketing, Online Marketing, SEM, Market Research, Analysis, Product Management, Marketing, Google Adwords, Competitive Analysis, Digital Strategy, Facebook, Entrepreneurship, Marketing Research, Mobile Marketing, Product Development, SPSS, Public Speaking, Marketing Analytics, Microsoft Excel, Leadership, Advertising, Blogging, Copywriting, Online Advertising, Digital Marketing, Omniture, MSN AdCenter, Online Marketing..., Start-ups, Web Marketing, Sales Operations, Business Planning, SEO, Bing Ads, Microsoft Word, PowerPoint, CRO, Conversion Optimization

Education
Bentley University   2008 — 2011
MS, Marketing Analytics

Bentley University   2010 — 2011
Graduate Certificate, Quantitative Methods for Business Decisions

Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2009
MBA, Management and Marketing

Suffolk University - Sawyer Business School   1996 — 2000
BSBA, Finance

North Reading High School   1992 — 1996
General Studies, General

John A. Noble John A. Noble Belmont, California Details
John A. Noble's Boston Private Bank Experience March 2008 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo  January 2014 - August 2014
Boston Private Bank   March 2008 - March 2012
Bank of America  January 1998 - January 2001
Union Bank  January 1997 - January 1998
Union Bank  January 1995 - January 1997
Union Bank  January 1994 - January 1995
Union Bank  January 1991 - January 1994
Union Bank  June 1989 - January 1991

Skills
Customer Service, Microsoft Office, Leadership, Sales, Marketing, Microsoft Word, Public Speaking, Financial Analysis, PowerPoint

Education
Golden Gate University, Edward S. Ageno School of Business   2006 — 2008
Master of Business Administration (M.B.A.), Finance

Washington State University   1981 — 1985
Bachelor's Degree, Economics

Andy Pletz Andy Pletz Bellevue, Washington Details
Andy Pletz's Boston Private Bank Experience August 2004 - May 2013
Job Vice President at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  August 2004 - Present
Sterling Bank  August 2004 - 2014
Boston Private Bank   August 2004 - May 2013
Charter Bank  August 2004 - July 2007
Bank of America  1994 - 2004
US Bank  1985 - 1994

Skills
Loans, Banking, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Services, Loan Origination, Finance, Commercial Mortgages, Asset Based Lending, Consumer Lending, Real Estate, Lines Of Credit, Underwriting, Private Banking, Treasury Management, Credit Risk, Business Strategy, Risk Management, Retail Banking, Investment Properties, Refinance, Cash Management, Due Diligence, Portfolio Management, Financial Analysis, Small Business, FHA

Education
University of Pittsburgh
Bachelor of Science (B.S.)

Chatham College
Essentials of Business Administration, Business Administration and Management, General

Sandy Bui Sandy Bui Greater Los Angeles Area Details
Sandy Bui's Boston Private Bank Experience March 2011 - November 2012
Job VP at Union Bank
Industry Banking
Experience
Union Bank  December 2012 - Present
Boston Private Bank   March 2011 - November 2012
Boston Private Bank   March 2011 - November 2012
Union Bank  2006 - 2010
Bank of the West  2001 - 2006
CIT  1996 - 2001
Sysco Foodservices  1992 - 1996

Skills
Commercial Banking, Credit, Asset Based Lending, Loans, Commercial Lending, Small Business Lending, Credit Analysis

Education
University of California, Santa Barbara   1987 — 1989
BA, Sociology

California State University-Northridge

Justin Medley Justin Medley New York, New York Details
Justin Medley's Boston Private Bank Experience June 2009 - October 2011
Job Sr. Account Executive at Adblade.com
Industry Marketing and Advertising
Experience
Adblade.com  October 2014 - Present
ReferralCandy   February 2014 - October 2014
AOL-Patch.com  October 2011 - February 2014
Patch.com  October 2011 - September 2012
Boston Private Bank   June 2009 - October 2011
Lyons HR  March 2008 - April 2009
Intellectual Property Management   January 2007 - March 2008
Circulation Solutions   January 2003 - December 2006
Auburn Loafer   April 2005 - July 2005

Skills
Online Advertising, Sales, Advertising, New Business Development, Salesforce.com, Lead Generation, Cold Calling, Marketing, Social Media, B2B, Marketing Strategy, SEO, Account Management, Management, Customer Relations, Sales Management, Leadership, Online Marketing, Social Media Marketing, Competitive Analysis, Selling, CRM, Sales Operations, Digital Marketing, Market Research, Marketing Communications, Business Development, Email Marketing, Social Networking, Strategy, SaaS, Customer Acquisition, B2B Marketing, SEM, Google Adwords, PPC, Google Analytics, Sales & Marketing..., Training, Mobile Marketing, Advertising Sales, Digital Media, Strategic Partnerships, Digital Strategy, Start-ups, Integrated Marketing, Media Planning, Sales Presentations, Product Marketing, E-commerce

Education
Auburn University   2002 — 2006
B.S., Marketing

Jennifer Egan McAlpine Jennifer Egan McAlpine Danvers, Massachusetts Details
Jennifer Egan McAlpine's Boston Private Bank Experience November 2001 - June 2004
Job Advancement Services Manager at St. John's Preparatory School
Industry Fund-Raising
Experience
St. John's Preparatory School   January 2014 - Present
Bank of America  July 2005 - September 2009
Ropes & Gray LLP  June 2004 - July 2005
Boston Private Bank   November 2001 - June 2004

Skills
Data Analysis, Data Mining, Internal Controls, Policies & Procedures, Risk Management, Management, AML, Leadership, Project Management, Crystal Reports

Education
Suffolk University   2007 — 2010
Master of Science

Boston College
BA

Angela Savage Angela Savage Whitman, Massachusetts Details
Angela Savage's Boston Private Bank Experience May 2013 - Present
Job Client Service Representative at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   May 2013 - Present
Boston Private Bank   October 2008 - May 2013

Skills
Credit, Banking, Customer Service

Education
Massachusetts Bay Community College   2007 — 2008

Bridgewater State College   2005 — 2007

Robert Quinn, CFP, CFA Robert Quinn, CFP, CFA Greater Boston Area Details
Robert Quinn, CFP, CFA's Boston Private Bank Experience 1993 - April 2010
Job Eaton Vance Investment Counsel
Industry Investment Management
Experience
Eaton Vance  April 2010 - Present
Boston Private Bank   1993 - April 2010
Boston Safe Deposit & Trust Company   1985 - 1993

Skills
Investments, Economics, Asset Management, Financial Analysis, Fixed Income, Portfolio Management, Investment Management, Strategic Financial..., Financial Planning, Asset Allocation, Wealth Management, Mutual Funds, Equities, Hedge Funds

Education
Harvard Extension School   2004 — 2018
Candidate, Psychology

Lesley University   1987 — 1989
MS, Applied Management

Norwich University   1978 — 1982
BS, Business Administration

Arlington Catholic High School   1974 — 1978

Kristin Griffin Kristin Griffin Greater Boston Area Details
Kristin Griffin's Boston Private Bank Experience June 2011 - August 2011
Job Wealth Planning Associate at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC  June 2014 - Present
Boston Private Financial Holdings  September 2012 - June 2014
Boston Private Bank   June 2011 - August 2011

Education
Boston University   2014 — 2016
Certificate in Financial Planning Program

Elon University - Martha and Spencer Love School of Business   2008 — 2012
Bachelor of Science (BS), Finance, General

Thomas Farley Thomas Farley Boston, Massachusetts Details
Thomas Farley's Boston Private Bank Experience June 2013 - May 2015
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

Krista Gordon Krista Gordon Greater Boston Area Details
Krista Gordon's Boston Private Bank Experience April 2008 - July 2009
Job Contractor Services Specialist at Hitachi Consulting
Industry Staffing and Recruiting
Experience
Hitachi Consulting  April 2014 - Present
Celerant Consulting  November 2012 - March 2014
Dean College  July 2009 - November 2012
Boston Private Bank   April 2008 - July 2009
Boston Private Bank   April 2005 - April 2008

Skills
Human Resources, Onboarding, Customer Service, Recruiting, Management, Sourcing, Event Planning, HRIS, Event Management, Program Management, Leadership, Nonprofits, Time Management, Performance Management, Interviews, Employee Relations, Marketing, Leadership Development, Organizational..., Training

Education
Salem State College   1997 — 1999
Bachlor of Science, Psychology

Dean College   1994 — 1996
Associate Degree, Dance

Southern New Hampshire University
Human Resource Management Certificate, Human Resources Management and Services

Kevin Connors Kevin Connors Greater Boston Area Details
Kevin Connors's Boston Private Bank Experience June 2013 - November 2014
Job Program Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   November 2014 - Present
Boston Private Bank   June 2013 - November 2014
Brown Brothers Harriman  February 2012 - May 2013
Brown Brothers Harriman  April 2009 - January 2012
Brown Brothers Harriman  June 2006 - March 2009
Smith Barney  February 2006 - June 2006
Merrill Lynch  September 2005 - January 2006

Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management

Education
Boston College - Carroll School of Management   2013 — 2016
Master of Business Administration (M.B.A.)

Stonehill College   2002 — 2006
Bachelors, Business Administration and Management, General

Mary Beth Parker Mary Beth Parker Greater Boston Area Details
Mary Beth Parker's Boston Private Bank Experience July 2010 - Present
Job Senior Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   July 2010 - Present
Citizens Bank  May 2005 - July 2010
BankBoston  August 1987 - November 1999

Skills
Banking, Investments, Loans, Portfolio Management, Mortgage Lending, New Business Development, Cash Management, Negotiation, Management, Finance, Commercial Banking, Commercial Lending, Wealth Management

Education
Babson College   1984 — 1987
MBA, Marketing and Finance

Boston College   1979 — 1983
BA, Communications and English

Chatham High School

Briana O'Neil Briana O'Neil Washington D.C. Metro Area Details
Briana O'Neil's Boston Private Bank Experience June 2009 - August 2009
Job Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  February 2014 - Present
Cambridge Associates  December 2012 - February 2013
Cambridge Associates  December 2011 - December 2012
Cambridge Associates  March 2011 - December 2011
US Trust  July 2010 - March 2011
Elon Business Fellows   September 2009 - May 2010
Boston Private Bank   June 2009 - August 2009
Merrill Lynch  June 2008 - August 2008

Education
Elon University - Martha and Spencer Love School of Business   2006 — 2010
Bachelor of Science, Major: Business Administration, Finance Concentration Minors: Economics and African American Studies

Bill Curran Bill Curran Greater Boston Area Details
Bill Curran's Boston Private Bank Experience September 2014 - Present
Job Senior Vice President, Leadership & Talent Development at Boston Private Financial Holdings, Inc.
Industry Professional Training & Coaching
Experience
Boston Private Financial Holdings  January 2015 - Present
Boston Private Bank   September 2014 - Present
Sullivan & McLaughlin  March 2011 - August 2013
Bll Curran - Sr. Leadership Consultant   July 2008 - March 2011
Sensata Technologies  May 2006 - March 2008
Vertex Pharmaceuticals  2005 - 2005
PerkinElmer,Inc. (formerly EG&G)   August 1982 - June 2003
EG&G  2000 - 2003
PerkinElmer  1998 - 2003

Skills
Career Development, Employee Training, Organizational..., Leadership, Training, Succession Planning, Leadership Development, Employee Relations, Deferred Compensation, Employee Engagement, Organizational..., Talent Management, Strategic Planning, Staff Development, Process Improvement, Recruiting, HRIS, Workforce Planning, Organizational Design, Human Resources, Executive Coaching, Onboarding, Employee Benefits, Public Speaking, Marketing, Management, Team Building, Change Management, Customer Service, Team Management, New Business Development, Performance Management, Workshop Facilitation, Start-ups, Strategy, Business Strategy, Benefits Administration, Coaching, Talent Acquisition, Program Management, Personnel Management, Management Development, 360 Feedback, Executive Development, MBTI, Culture Change, Career Management, Compensation & Benefit, Instructional Design, HR Consulting

Education
Boston University   1984 — 1986
M.Ed., Human Resources Education

Stonehill College   1976 — 1978
B.S., Business Adminstration

Bridgewater State University   1974 — 1976
general requirements

Robert S. Woodbury, CFA Robert S. Woodbury, CFA Greater Boston Area Details
Robert S. Woodbury, CFA's Boston Private Bank Experience 2002 - 2003
Job Investment management client service professional
Industry Investment Management
Experience
Batterymarch Financial Management  2003 - November 2014
Boston Private Bank   2002 - 2003
State Street Research & Management  1994 - 2002
MetLife  1990 - 1994
EG&G Inc.   1987 - 1990
EG&G, Inc.   1986 - 1987

Skills
Investments, Investment Management, Mutual Funds, Asset Management, Equities, Marketing Strategy, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Strategies, Client Services, Bloomberg, Management, Securities, Portfolio Management

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

Colby College
Bachelor's Degree, Goverrnment and Business

Carl Kenney Carl Kenney Greater Boston Area Details
Carl Kenney's Boston Private Bank Experience April 2007 - June 2011
Job Vice President
Industry Real Estate
Experience
RJ Kelly Companies   November 2013 - Present
CBRE  August 2013 - November 2013
KS Partners  June 2011 - August 2013
Boston Private Bank   April 2007 - June 2011
CB Richard Ellis  January 2006 - April 2007

Skills
Real Estate, Property Management, Leases, Commercial Real Estate, Process Scheduler, Real Estate Development, Management, Portfolio Management, Tenant, Lease Administration, Banking, Budgets, Accounts Receivable, Facilities Management, Customer Service, Asset Management, Construction, Property, Finance, Accounts Payable, Real Estate Transactions, Investments, Real Estate Economics, Training, Corporate Real Estate, Lease Negotiations

Education
Bridgewater State University   2002 — 2006
BA, Physical Education, Business Management

Westwood High School

Geoffrey Tomlinson, CFA Geoffrey Tomlinson, CFA New York, New York Details
Geoffrey Tomlinson, CFA's Boston Private Bank Experience June 2004 - July 2005
Job Portfolio Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  June 2011 - Present
AllianceBernstein  November 2007 - June 2011
AllianceBernstein  November 2005 - November 2007
Boston Private Bank   June 2004 - July 2005

Skills
Equities

Education
Hamilton College   2000 — 2004
Bachelor of Arts, Economics

Jason Kennedy, CFA Jason Kennedy, CFA Greater Chicago Area Details
Jason Kennedy, CFA's Boston Private Bank Experience September 2003 - August 2007
Job Credit Research Analyst PPM America
Industry Financial Services
Experience
PPM America  September 2007 - Present
Boston Private Bank   September 2003 - August 2007
Baring Asset Management  2000 - 2003
Evergreen Funds  1998 - 2000
First Albany Corporation  1997 - 1998

Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds

Education
Boston University Questrom School of Business   2006 — 2007
MS, Investment Managment

Clarkson University   1994 — 1995
MBA, Finance

State University of New York College at Oneonta   1990 — 1994
BS, Business Economics

Caitlin (Caitlin Connolly) Eppes Caitlin (Caitlin Connolly) Eppes New York, New York Details
Caitlin (Caitlin Connolly) Eppes's Boston Private Bank Experience 2006 - July 2009
Job VP, Digital CoBrand Partnerships at Citi
Industry Marketing and Advertising
Experience
Citi  September 2013 - Present
Citi  August 2012 - September 2013
Citi  September 2011 - August 2012
Hasbro  June 2010 - August 2010
Boston Private Bank   2006 - July 2009
FitCorp  2007 - June 2009

Skills
Data Analysis, Market Research, Marketing Strategy, Project Management, Business Development, Cross-functional Team..., Marketing, Financial Analysis, Product Development, Customer Service, Product Management, Digital Marketing, Sales

Education
Duke University - The Fuqua School of Business   2009 — 2011
MBA, Marketing, Brand Management, Strategy

Connecticut College   2002 — 2006
B.A., Economics

Betsy Sullivan Betsy Sullivan Boston, Massachusetts Details
Betsy Sullivan's Boston Private Bank Experience February 2004 - May 2011
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank  May 2011 - Present
Boston Private Bank   February 2004 - May 2011
Town of Duxbury  March 2001 - March 2011

Education
Boston College   1971 — 1975

Brendon Auld Brendon Auld Greater Boston Area Details
Brendon Auld's Boston Private Bank Experience September 2012 - 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

Christopher Shipley Christopher Shipley Greater Boston Area Details
Christopher Shipley's Boston Private Bank Experience October 2001 - January 2006
Job l
Industry Banking
Experience
Freelance  October 2006 - Present
Boston Private Bank   October 2001 - January 2006
Boston Private Bank & Trust Co   October 2001 - January 2006
Wellington Management Co., LLP   June 2000 - October 2001

Education
Suffolk University - Sawyer School of Management   2006 — 2007
M.S, Accounting

Suffolk University - Sawyer School of Management   2005 — 2007
Master of Science (MS), Accounting

Boston University   1997 — 2000
B.A, Psychology

Ben Goldman Ben Goldman Greater Boston Area Details
Ben Goldman's Boston Private Bank Experience February 2003 - August 2004
Job Director at RINET Company, LLC
Industry Financial Services
Experience
RINET Company   August 2004 - Present
Boston Private Bank   February 2003 - August 2004

Education
Boston University   2009 — 2010
Financial Planning Program

University of Richmond - Robins School of Business   1998 — 2002

Pittsford Sutherland High School   1994 — 1998

Kelley Roche Kelley Roche Greater Boston Area Details
Kelley Roche's Boston Private Bank Experience April 2011 - Present
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  October 2014 - Present
Boston Private Bank   April 2011 - Present
Jefferies & Company  October 2009 - April 2011
Leerink Swann  July 2007 - October 2009

Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.)

Boston University Questrom School of Business   2003 — 2007

Andrew Garfinkle Andrew Garfinkle Greater Boston Area Details
Andrew Garfinkle's Boston Private Bank Experience February 2015 - Present
Job Vice President Real Estate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   February 2015 - Present
MassDevelopment  May 2013 - Present
Wells Fargo  January 2009 - May 2013
Wells Fargo  2004 - 2009
Fleet Bank  1998 - 2004
First Trade Union Bank  1988 - 1996
Bank of New England  1987 - 1989

Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing

Education
Babson College   1982 — 1986
Accounting and Finance

David Bosone David Bosone Greater Seattle Area Details
David Bosone's Boston Private Bank Experience March 2008 - May 2013
Job Senior Commercial Underwriter & Assistant Vice President at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  April 2014 - Present
Sterling Savings Bank  May 2013 - April 2014
Boston Private Bank   March 2008 - May 2013
West Coast Bank  2007 - 2008
Banner Bank  2005 - 2007
Citi  2000 - 2002
U.S. Bank   1998 - 2000
MassMutual Financial Group  1997 - 1998
PepsiCo  1990 - 1997

Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit, Small Business Lending, Loans, Credit Risk, Banking, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Private Banking, Construction Loans, SBA

Education
City University of Seattle
MBA, Financial Management

Pacific Lutheran University - School of Business   1985 — 1989
BBA, Business Administration and Management, General

Eastside Catholic High School   1981 — 1985

Jed Englund Jed Englund Greater New York City Area Details
Jed Englund's Boston Private Bank Experience August 2005 - March 2008
Job Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper  November 2011 - Present
General Motors  June 2010 - October 2011
Boston Private Bank   August 2005 - March 2008
Fidelity Capital Markets  August 2002 - August 2005

Skills
Financial Modeling, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Strategy, Corporate Finance

Education
The Tuck School of Business at Dartmouth   2008 — 2010
MBA

Bowdoin College   1998 — 2002

Patrick Kavey Patrick Kavey Greater Boston Area Details
Patrick Kavey's Boston Private Bank Experience December 2012 - Present
Job Vice President at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank   December 2012 - Present
Accounting Management Solutions  January 2009 - December 2012
GW & Wade   January 2008 - December 2008
BNY Mellon Wealth Management  July 2006 - December 2007
Fidelity Investments  April 2000 - December 2004

Skills
Thought Leadership

Education
Northeastern University   2001 — 2003
MS, Taxation

Boston College   1985 — 1989
BA

Mario Leos Mario Leos Greater Los Angeles Area Details
Mario Leos's Boston Private Bank Experience March 2013 - Present
Job Vice President, Residential Lending at Boston Private Bank & Trust Company
Industry Real Estate
Experience
Boston Private Bank   March 2013 - Present
Wells Fargo  January 2010 - March 2013
Cornerstone Lending  July 2007 - December 2010
Diamond Point Lending   October 2002 - July 2007

Skills
Jumbo Mortgage, Construction Loans, First Time Home Buyers, Real Estate, Investment Properties, Foreclosures, Short Sales, Residential Homes, Negotiation, Single Family Homes, Customer Service, Relocation, Condos, FHA, Loan Origination, Loans, Mortgage Lending, Sellers

Education
California State Polytechnic University-Pomona   1998 — 2002

St Francis High School, La Canada   1990 — 1993

Carolyn Macedo Carolyn Macedo Greater Boston Area Details
Carolyn Macedo's Boston Private Bank Experience 2012 - Present
Job Senior Vice President Boston Private Bank
Industry Banking
Experience
Boston Private Bank   2012 - Present
U.S. Trust Company, Bank of America   2007 - 2011
United States Trust Company  2004 - 2007
Silicon Valley Bank  1992 - 2003

Skills
Wealth Management, Series 7, Investments, Investment Management, Private Banking, Credit Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration

University of Massachusetts, Amherst
Bachelor of Business Administration, Finance

Stacey Bowers Stacey Bowers Rochester, New York Area Details
Stacey Bowers's Boston Private Bank Experience 2003 - 2005
Job Trusts & Estates
Industry Banking
Experience
JPMorgan Chase  2011 - Present
JPMorgan Chase  2009 - 2011
KCI Technologies, Inc.   2007 - 2008
K&L Gates  2006 - 2007
Boston Private Bank   2003 - 2005

Education
University of Rochester - Simon Business School   2005 — 2006
MS, Business Administration, Concentration in Marketing

Babson College   1999 — 2003
BS, Business Administration

Tyler Bhaumik Tyler Bhaumik Greater Boston Area Details
Tyler Bhaumik's Boston Private Bank Experience 2008 - September 2014
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.)

Robert Nowotny Robert Nowotny Boston, Massachusetts Details
Robert Nowotny's Boston Private Bank Experience May 2011 - Present
Job VP, Financial Reporting Manager at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   May 2011 - Present
Boston Private Financial Holdings  January 2008 - May 2011
Ocean City Home Bank  1999 - 2007
Summit Bank  1998 - 1999
Summit Bank  1997 - 1998
Collective Bank  1996 - 1997
Collective Bank  1992 - 1996
GE  1987 - 1991

Skills
Banking, Accounting, Excel, PowerPoint, Word, Microsoft Word, Call Reporting, Finance, Financial Reporting, Investments, Microsoft Excel, Treasury Management, Financial Services, Loans, Budgets, Corporate Finance, Account Reconciliation, Cash Management, Entrepreneurship, Financial Risk

Education
Bentley University
MBA, Entrepreneurship, Global Business

University of Massachusetts at Lowell
BS, Finance, graduated Magna Cum Laude

Louisiana State University

Sean Driscoll Sean Driscoll Greater Boston Area Details
Sean Driscoll's Boston Private Bank Experience February 2011 - August 2014
Job Commercial Loan Officer at North Shore Bank, A Cooperative Bank
Industry Banking
Experience
North Shore Bank, A Co-operative Bank  October 2014 - Present
Boston Private Bank   February 2011 - August 2014
Boston Private Bank   August 2010 - February 2011
Boston Private Bank   May 2007 - August 2010

Skills
Commercial Lending, Commercial Banking, Credit Risk, Loans, Credit Analysis, Portfolio Management, Credit, Financial Modeling, Finance, Small Business Lending, Banking, Financial Analysis, Risk Management, Financial Services, Investments

Education
University of Massachusetts, Amherst   1996 — 2000
Bachelor's Degree, Communications

Boston Latin School   1990 — 1996
High School

Mark D. Miller Mark D. Miller Greater Boston Area Details
Mark D. Miller's Boston Private Bank Experience 2008 - Present
Job Commercial Banking, Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company  June 2008 - Present
Boston Private Bank   2008 - Present
Middlesex Savings Bank  2004 - 2008
Fleet Bank  2000 - 2004
State Street Bank  1988 - 1999
State Street Bank  1988 - 1999

Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Portfolio Management, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Asset Managment, Credit Risk, Capital Markets, Mergers, Private Banking, Underwriting

Education
Bentley University   1985 — 1990
MS, Accountancy

Bates College   1977 — 1981
BA, Economics

Caitlin Ruane Caitlin Ruane Greater Boston Area Details
Caitlin Ruane's Boston Private Bank Experience 2006 - 2008
Job Director of Finance, Enterprise Infrastructure at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  July 2012 - Present
Fidelity Investments  June 2010 - Present
Fidelity Investments  June 2009 - August 2009
Boston Private Bank   2006 - 2008

Skills
Financial Modeling

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010

Connecticut College   2000 — 2004
BA

Trish Signet Trish Signet Greater Boston Area Details
Trish Signet's Boston Private Bank Experience May 2012 - Present
Job Vice President, Residential Loan Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   May 2012 - Present
Melanoma Foundation of New England  July 2007 - May 2012
Melanoma Foundation of New England  July 2007 - May 2012
BNY Mellon  1998 - 1999
Washington Mutual Home Mortgage   1992 - 1993
Gap Inc./Old Navy   1988 - 1992

Skills
Jumbo Mortgage, Mortgage Lending, Fundraising, Non-profits, Mortgage Banking, Social Media, First Time Home Buyers, Volunteer Management, Private Banking, Philanthropy, Real Estate, Community Outreach, Loans, Event Planning, Event Management, Leadership, Social Networking, Nonprofits, Microsoft Office, Sales

Education
Brandeis University, Lemberg - International Business School   1995 — 1997
Master of Arts (M.A.), International Economics and Finance

Georgetown University   1983 — 1987
B.A., History

Central School of Planning and Statistics
Study Abroad, Warsaw Poland

Jim Shulman Jim Shulman Greater Boston Area Details
Jim Shulman's Boston Private Bank Experience June 2008 - Present
Job Chief Credit Officer at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Bank   June 2008 - Present
Roark Rearden & Hamot LLC   January 2006 - June 2008

Skills
Credit Risk, Equities, Financial Risk, Portfolio Management, Credit, Banking, Credit Analysis, Financial Modeling, Due Diligence, Corporate Finance, Investments, Risk Management, Loans, Valuation, Asset Management

Education
Babson College
MBA, Finance

Nicole (Hoagland) Emens Nicole (Hoagland) Emens San Francisco Bay Area Details
Nicole (Hoagland) Emens's Boston Private Bank Experience August 2000 - June 2005
Job Independent Photography Professional
Industry Photography
Experience
Boston Private Bank   August 2000 - June 2005
RINET Company, LLC  July 1999 - June 2000
The Commonwealth Institute  January 1998 - April 1998

Education
Albion College   1995 — 1999
BA, History

Tessa Callahan Tessa Callahan Boston, Massachusetts Details
Tessa Callahan's Boston Private Bank Experience September 2010 - Present
Job Financial Analyst, AVP
Industry Banking
Experience
Boston Private Financial Holdings  May 2015 - Present
Boston Private Bank   September 2010 - Present
Wainwright Bank  October 2007 - August 2010
Riso   June 2005 - September 2007

Education
Salem State College   2008 — 2011
MBA

Fitchburg State University   2001 — 2005
BS, Business

Diane Monteiro Diane Monteiro Greater Boston Area Details
Diane Monteiro's Boston Private Bank Experience 2006 - 2007
Job Legal
Industry Legal Services
Experience
McCarter & English  October 2007 - Present
Boston Private Bank   2006 - 2007
Sovereign Bank  2001 - 2005

Skills
Outlook, Microsoft Excel, Document Review, Legal Research, Loans, Wordperfect, Microsoft Word, Bankruptcy, Lexis, Litigation Support, Customer Service, Legal Writing, PowerPoint, Class Actions, Telephone Skills, Microsoft Office, Internet, D&B, Credit Bureau, Commercial Banking

Education
Berklee College of Music   2003 — 2006
Bachelor, Music Business

Northeastern University
Associates, Business Administration

Jill (Blazejowski) Sestokas Jill (Blazejowski) Sestokas Greater Los Angeles Area Details
Jill (Blazejowski) Sestokas's Boston Private Bank Experience December 2007 - May 2013
Job Student at California State University, Long Beach
Industry Executive Office
Experience
California State University, Long Beach  December 2013 - Present
Office Team  October 2013 - Present
Office Team  July 2013 - October 2013
Boston Private Bank   December 2007 - May 2013
Boston Private Bank   November 2004 - December 2007
Boston Private Bank   September 2003 - November 2004
Longmeadow Assessors' Office   July 2002 - September 2003
Loan Administration   January 2000 - July 2002
Colonial Management aka Columbia Management   1999 - 1999

Skills
Access, Microsoft Office, Excel, Research, Mentoring, Microsoft Excel, Credit, Analysis

Education
Emerson College   2004 — 2007
Bachelor of Science, Marketing Communications

Holyoke Community College   2001 — 2003
Associate of Science, Business Administration

Andrew Flink Andrew Flink Boston, Massachusetts Details
Andrew Flink's Boston Private Bank Experience December 2014 - Present
Job Credit Analyst II at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   December 2014 - Present
Republic First Bank  June 2013 - August 2014
Penn Liberty Bank  June 2011 - June 2013
Penn Liberty Bank  December 2009 - June 2011

Skills
Credit, Excel, Banking, New Business Development, Financial Analysis, Microsoft Excel, Business Development, Commercial Lending, Financial Services, Small Business Lending, Investments, Portfolio Management

Education
Franklin & Marshall College   2005 — 2009
Bachelors, Economics

St. Joseph's University   2011 — 2011

Alyssa Moreira Alyssa Moreira Boston, Massachusetts Details
Alyssa Moreira's Boston Private Bank Experience February 2012 - Present
Job Wire Transfer Specialist at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank   February 2012 - Present
BNY Mellon  April 2000 - October 2010
Winter Hill Bank  April 1999 - April 2000

Education
Bunker Hill Community College   2011 — 2014

Lesley University   1997 — 1998
Elementary Education

Arlene S. Franklin Arlene S. Franklin Greater Boston Area Details
Arlene S. Franklin's Boston Private Bank Experience October 2003 - September 2008
Job
Industry Financial Services
Experience
First Financial Trust, N.A.   October 2008 - September 2010
Boston Private Bank   October 2003 - September 2008
Brown & Brown, LLP   January 2002 - October 2003
Triple V Enterprises, Inc.   1984 - 2002

Education
Boston University
CFP Certificate, Financial Planning

Boston University School of Law
L.L.M. Taxation

Syracuse University College of Law
J.D.

Thayer Academy

University of Colorado Boulder
B.A., History

David Semenza David Semenza Reading, Massachusetts Details
David Semenza's Boston Private Bank Experience November 2014 - Present
Job Commercial Loan Officer, Private Banking & Specialty Lending at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   November 2014 - Present
Boston Private Bank   November 2011 - Present
TD  2010 - 2011
BNY Mellon  2008 - 2010
Merrill Lynch  2006 - 2007

Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Credit, PowerPoint, Microsoft Word, Windows, Outlook, Research, Analysis, Financial Analysis, Finance, Financial Modeling, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Investments, Commercial Lending

Education
Suffolk University   2010 — 2013
Master of Science (M.S.), Economics

Bentley University   2003 — 2007
Bachelor of Science (B.S.), Finance and Economics; Minor in Law

Leo LaRoche Leo LaRoche Greater Boston Area Details
Leo LaRoche's Boston Private Bank Experience August 2011 - September 2011
Job Business Analyst at Agero
Industry Information Services
Experience
Agero, Inc.   April 2014 - Present
Bright Horizons  August 2013 - March 2014
Granite Telecommunications  November 2011 - August 2013
Boston Private Bank   August 2011 - September 2011
CompuCom  June 2007 - February 2011
EMC Computer Systems  July 2006 - June 2007

Skills
Economics, Finance, Telecommunications, Team Leadership, SDLC, A+ Certified..., Microsoft SQL Server, Access, Microsoft Office, Open Office, Analytics, EDI, SharePoint, Application Support, Troubleshooting, Problem Solving, Testing, Leadership, Business Analysis, Databases, SQL, Analysis, Oracle, Windows 7, PL/SQL, T-SQL, C#

Education
Bridgewater State College   2009 — 2011
Bachelor of Science, Economics

ITT   2004 — 2006
Associate of Applied Science, Computer Electronics and Engineering Technology

Adrienne Baker Adrienne Baker Greater Boston Area Details
Adrienne Baker's Boston Private Bank Experience October 2014 - Present
Job Senior Accountant at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   October 2014 - Present
Boston Private Bank   July 2012 - October 2014
Metro Credit Union  September 2011 - July 2012
TD  October 2010 - August 2011
TD  January 2007 - October 2010

Skills
Credit Analysis, Credit Reports, Customer Service, Close Attention to..., Credit, Loans, Commercial Banking, Small Business Lending, Banking, Finance, Retail Banking, Financial Analysis, Portfolio Management, Credit Risk, Commercial Lending, Accounting, Consumer Lending, Mortgage Lending

Education
University of Massachusetts Lowell   2012 — 2015
Master of Business Administration (M.B.A.), Accounting

Fairfield University   2006 — 2010
Bachelor's Degree, Accounting and Finance

Franklin Roach, MBA Franklin Roach, MBA Greater Los Angeles Area Details
Franklin Roach, MBA's Boston Private Bank Experience March 2013 - November 2013
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

Nicholas Fabiani Nicholas Fabiani San Francisco Bay Area Details
Nicholas Fabiani's Boston Private Bank Experience June 2011 - August 2011
Job Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank  July 2013 - Present
Gweepi Medical   September 2012 - January 2013
Silverlink Communications  June 2012 - August 2012
Boston Private Bank   June 2011 - August 2011

Skills
Bloomberg, Factset, SAP, SPSS, Peachtree, Microsoft Excel, QuickBooks

Education
Bentley University   2009 — 2013
Bachelor of Science (BS), Economics and Finance; Liberal Studies Major in Health and Industry

Xaverian Brothers High School   2005 — 2009

William J. Hines William J. Hines Greater Boston Area Details
William J. Hines's Boston Private Bank Experience June 2010 - Present
Job Senior Vice President Boston Private Bank
Industry Investment Management
Experience
Boston Private Bank   June 2010 - Present

Education
Cornell University
Bachelor of Arts (B.A.)

Kristin (Markussen) Karcher Kristin (Markussen) Karcher Greater Philadelphia Area Details
Kristin (Markussen) Karcher's Boston Private Bank Experience 1998 - 1999
Job
Industry Banking
Experience
Wachovia Bank  1999 - 2004
Boston Private Bank   1998 - 1999
Chaston Associates, Inc.   1997 - 1998
National Bank of Alaska  1993 - 1997

Skills
Loans, Banking

Education
Cornell University   1991 — 1993
Master of Science (M.S.), Agricultural Economics

Cornell University   1987 — 1991
Bachelor of Arts (B.A.), Economics, Magna cum Laude and With Distinction in All Subjects

Patch High School

Anjellica Davis-Brown Anjellica Davis-Brown Issaquah, Washington Details
Anjellica Davis-Brown's Boston Private Bank Experience September 2002 - August 2009
Job Vacation Packages Supervisor
Industry Leisure, Travel & Tourism
Experience
Costco Travel  November 2012 - Present
the Nines: A Starwood Luxury Collection hotel  June 2011 - November 2012
Boston Private Bank   September 2002 - August 2009
Washington Mutual Bank  November 1999 - February 2001

Skills
Customer Service, Event Planning, Customer Relations, Event Management, Team Building, Microsoft Office, PowerPoint, Sales

Education
International Air and Hospitality Academy   2010 — 2011
Certificate of Hospitality Management, Hospitality Management, Event Planning and Travel & Tourism

Highline Community College   1995 — 1999
Associates of Arts Degree, Business Management

Gabriela Perry Gabriela Perry Greater Boston Area Details
Gabriela Perry's Boston Private Bank Experience June 2001 - December 2009
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank  January 2014 - Present
First Republic Bank  April 2012 - Present
ZUMIX  October 2014 - Present
EASTIE NOW!   January 2013 - Present
Boston Private Bank   June 2001 - December 2009
East Boston Savings Bank  June 1999 - June 2001

Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Risk Management, Commercial Lending, Finance, Customer Service, Mergers & Acquisitions, Private Banking, Financial Services, Commercial Banking, CRM, Mortgage Lending, Retail Banking

Education
Emmanuel College   2005 — 2009
BSBA, Business Administration

Lesley University   1998 — 2000
Early Childhood Education, Computer Science

East Boston High School   1994 — 1998

Courtney Booth Courtney Booth San Jose, California Details
Courtney Booth's Boston Private Bank Experience
Job Client Service Representative II at Boston Private
Industry Banking
Experience
Boston Private Bank  

Skills
Private Banking, High Level Of..., Microsoft Office, Banking, Risk Management, Client Success, Onboarding

Education
California State Polytechnic University-Pomona

Charlotte Pope Charlotte Pope West Newbury, Massachusetts Details
Charlotte Pope's Boston Private Bank Experience June 2014 - September 2014
Job Student at College of Charleston
Industry International Affairs
Experience
Ocean Road Trading Company   September 2015 - Present
Boston Private Bank   June 2014 - September 2014
Corliss Brothers Gardening Center   May 2013 - September 2013
Philip A. Parry Law Office   April 2011 - September 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Team Leadership, Team Building

Education
College of Charleston   2012 — 2016
Bachelor of Science (B.S.), International Business

Pentucket Regional High School   2009 — 2012
High School Diploma

Sean Carraher Sean Carraher Boston, Massachusetts Details
Sean Carraher's Boston Private Bank Experience August 2014 - Present
Job Asset/Liability Manager at Boston Private Bank
Industry Banking
Experience
Boston Private Bank   August 2014 - Present
Boston Private Bank   January 2012 - August 2014
Boston Private Bank   2004 - 2011

Skills
ALM, Fixed Income, Foreign Exchange, Microsoft Excel, PowerPoint, College Recruiting, Trivia, Banking, Interest Rate Risk..., Interest Rate Swaps, Financial Analysis, Treasury, Credit

Education
Babson College   1997 — 2001
Bachelor of Science (BS)

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