Boston Private Bank & Trust
Founded: 1983 Parent organization: Boston Private Financial Holdings, Inc. Subsidiaries: Boston Private Wealth LLC, Boston Private Bank & Trust Company, Asset Management Arm
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Boston Private Bank & Trust Employees
TalentWise March 2014 - Present
Boston Private Bank & Trust 2011 - September 2013
Charter Private Bank 2001 - 2011
Skills
Windows Server, Microsoft Exchange, Microsoft Certified..., Microsoft Servers, Microsoft Office, VMware, Active Directory, MCSA, Windows 7, Business Analysis, Group Policy, Citrix Metaframe, SharePoint, SAN, NAS, Microsoft SQL Server, Disaster Recovery, Blackberry Enterprise...
Education
Pacific Lutheran University
Studies, Classics Computer Science
Whidbey Island Bank June 2012 - Present
Boston Private Bank & Trust October 2007 - March 2012
Union Bank 2002 - 2007
Bank of America 1983 - 2002
Skills
Commercial Banking, Credit Analysis, Loans, Construction Loans, Private Banking, Credit Risk, Portfolio Management, Underwriting, Commercial Lending, Cash Management, Small Business Lending, Lines Of Credit, Financial Analysis, Banking, Commercial Mortgages, Consumer Lending, Credit, Loan Origination, Real Estate, SBA, Treasury Management
Education
Pacific Coast Banking School 1988 — 1990
Banking, Finance
Eastern Washington University 1974 — 1978
BS, Accounting & Finance
Boston Private Bank & Trust July 2012 - Present
Boston Private Bank & Trust November 2007 - July 2012
Boston Stock Exchange March 2006 - November 2007
John Hancock Financial Services 1998 - 2006
Skills
Risk Management, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, SDLC, IT Management, Data Center, Integration, Project Management, Software Project..., Testing, Change Management, Cross-functional Team..., Management, Banking, Program Management
Education
University of Massachusetts at Lowell 1979 — 1984
BS, International Management
Pelham High School 1975 — 1979
Boston Private Bank & Trust June 2011 - Present
ComCap Financial, Inc. February 2009 - June 2011
Affinity Bank December 2002 - February 2009
Commercial Capital Bncp May 2001 - November 2002
Imperial Capital Bank May 1998 - May 2001
Great Western Bank June 1996 - May 1998
Worldwide Leasing Corporation June 1994 - May 1996
Discount Mortgage Services, Inc. / Real Opportunities June 1989 - June 1994
Skills
Loans, Corporate Governance, Banking, Real Estate, Credit, Real Estate Economics, Asset Managment, Financial Analysis, Risk Management, Investment Properties, Commercial Lending, Appraisals
Education
St. Edward's University 1986 — 1988
Masters (MBA), Business Administration (Management)
The University of Texas at Austin 1981 — 1982
BBA, Finance & Real Estate
New York Life & MainStay Investments June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
Axiom Capital Group, Inc. July 2012 - August 2012
Massachusetts Growth Capital Corp. May 2012 - July 2012
SBANE (Smaller Business Association of New England) May 2011 - July 2011
Skills
Economics, Corporate Finance, Microsoft Excel, PowerPoint, Financial Markets, Microsoft Office, Teamwork, Research, Risk Management, Finance, Financial Analysis, Social Media, Microsoft Word
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Boston Private Bank & Trust June 2011 - Present
Bank of America April 2010 - June 2011
Bank of America September 2005 - September 2010
Gap Inc./Banana Republic May 2002 - September 2005
Skills
Mortgage Lending, Credit, Change Management, Interviews, Management, Performance Management, Banking, Coaching, Portfolio Management, Microsoft Excel, Human Resources, Retail Banking, Risk Management, Strategic Planning, Financial Analysis, Loans, Credit Risk, Policy, Personnel Management, Financial Services, Consumer Lending, Small Business Lending, Recruiting, Team Building, Networking, Commercial Banking, Customer Service, Hiring, Project Management, Credit Analysis, Financial Modeling, Finance, Relationship Management
Education
Montana State University-Bozeman 1999 — 2005
Luxury Simplified Group July 2014 - August 2014
Finn Beverages, LLC June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
SPARKS Peer Educators at Elon University January 2012 - February 2013
Skills
Organizing, Editorial, Marketing Management, Strategic Leadership, Microsoft Office, Spanish
Education
Elon University 2011 — 2015
Bachelor's degree, International Economics, Accounting, and Spanish
Morgan Stanley April 2014 - Present
Boston Private Bank & Trust October 2011 - April 2014
BNY Mellon June 2010 - July 2011
Citibank N.A. October 2006 - June 2010
RBS Citizens January 2003 - October 2006
Education
Babson College 1990 — 1993
BS, Entrepreneurial Stdies
Boston University Graduate School of Management 2000 — 2002
MBA, Corporate Finance
Preservation Management, Inc. March 2013 - Present
Preservation Management, Inc. October 2009 - March 2013
The Wishcamper Companies, Inc. January 2007 - February 2009
Boston Capital December 2003 - December 2006
Deutsche Bank Berkshire Mortgage 2001 - 2003
MMA Financial 1998 - 2001
Boston Private Bank & Trust 1997 - 1998
Skills
LIHTC, HUD, Tax Credits, Affordable Housing, Real Estate Economics, Disposition, Apartments, Real Estate Development, Real Estate, Real Estate Financing, Property Management, Acquisitions, Asset Management, Leases, Due Diligence, Investment Properties, Real Estate Transactions, Fair Housing, Rentals, Investments, Lease Administration, Commercial Real Estate, Landlords, Commercial Mortgages, Loans, Investors, Tenant, Brokerage, Section 8, Finance, Redevelopment, Financial Modeling, Contract Negotiation, Property, Underwriting, Land Acquisition, Mortgage Lending, Corporate Real Estate, Financial Structuring, Entitlements, Portfolio Management, Financial Analysis
Education
Babson College
BS
Groton School
Diploma
Boston Private Bank & Trust October 2011 - Present
CS Financial February 2009 - October 2011
Advisors Lending Group March 2005 - February 2009
Skills
Loans, Mortgage Lending, Underwriting, Mortgage Banking, Refinance
Education
California Polytechnic State University-San Luis Obispo
BA, Economics
SunPac LLC April 2015 - Present
Boston Private Bank & Trust October 2011 - Present
Education
Columbia College (NY)
BA
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan September 2015 - Present
J.P. Morgan June 2015 - July 2015
Boston Private Bank & Trust June 2014 - August 2014
Education
Dartmouth College 2014 — 2017
Bachelor of Engineering (BE), Electrical Engineering
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (BA), Physics, Economics
Middlesex School 2009 — 2012
Cambium Consulting Group June 2014 - Present
Boston Private Bank & Trust 2008 - 2014
Boston Private Bank & Trust 2004 - 2008
Boston Private Bank & Trust 1987 - 2004
The Boston Company, BNY Mellon 1985 - 1987
Burgess & Leith, Advest 1982 - 1985
Skills
Investments, Private Banking, Banking, Mutual Funds, Wealth Management..., Investment Management, Financial Services, Wealth Management, Asset Managment, Non-profits, Marketing, Investment Strategies, Portfolio Management, Strategic Financial..., Strategic Planning, Asset Allocation, Nonprofits, Mergers & Acquisitions, Series 7, Due Diligence, Mortgage Lending, High Net Worth..., Alternative Investments, Equities, Investment Advisory, Securities, Estate Planning, Retirement Planning, Private Equity, Finance, Asset Management, Credit, Fixed Income, Relationship Management, Commercial Lending, Credit Analysis, Loans, Cash Management, Hedge Funds, Commercial Banking
Education
Tufts University 1976 — 1980
BA, English and Music
Bentley University 1982 — 1985
MBA, Concentration in Marketing
Bowen Center for the Study of the Family 2008 — 2012
Postgraduate Program
New England Conservatory of Music 1980 — 1981
Performance - Pipe Organ, Graduate School
Boston Private Bank & Trust March 2014 - Present
American Student Assistance September 2009 - March 2014
American Student Assistance April 2005 - September 2009
MCI June 1999 - June 2004
British Telecommunication (BT) 1994 - 1999
Skills
PMP, SDLC, Program Management, Management, Vendor Management, Project Portfolio..., PMO, Software Project..., IT Management, Visio, Leadership, Requirements Analysis, Information Technology, Disaster Recovery, Project Management, Integration, Agile Methodologies, Scrum, Software Development, Business Analysis, Requirements Gathering, SharePoint, Cross-functional Team..., Mentoring, Team Leadership, Software Documentation, Information Security..., Information Security..., Business Continuity, Incident Response, Risk Management and..., Access Control, Global Regulatory..., Privacy Regulations, Telecommunication..., Security Awareness..., CISSP, CISM, FISMA, NIST, Risk Assessment, Enterprise Architecture, ISO 27001, Information Security, Risk Management, Process Improvement, Strategy
Education
City University (GB) 1995 — 1996
Master of Science - MSc, Information Systems & Technology
Boston Private Bank & Trust September 1999 - Present
United Homes for Children 1996 - 1999
Concilio Hispano de Cambridge 1994 - 1996
Limited Express 1990 - 1994
CompuServe 1986 - 1990
Skills
Employee Relations, Talent Acquisition, Onboarding, Management, Leadership, Strategic Planning, Performance Management, Banking, Leadership Development, Organizational..., Coaching, Strategy, Program Management, Integration, Bank Mergers, Sarbanes-Oxley Act, Process Improvement, Human Capital Management, Human Resources, Process Management, Employee Engagement, Corporate Culture
Education
University of Cincinnati College of Business 1983 — 1986
MBA, Business
University of Puerto Rico 1979 — 1983
Bachelor’s Degree, Business Administration and Management, General
Samsonite August 2012 - Present
WeGotSoccer.com November 2009 - April 2012
Analysis Group July 2008 - November 2009
Brown Brothers Harriman March 2006 - July 2008
Boston Private Bank & Trust June 2005 - May 2007
Skills
E-commerce, Marketing, Digital Marketing, Email Marketing, Retail, Social Media
Education
Penn State University 1997 — 2001
B.A., Advertising
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Boston Private Bank & Trust August 2014 - Present
Platinum Capital Group 2004 - 2010
Skills
Strategic Planning, Sales, Sellers, Investment Properties, Negotiation, Public Speaking, First Time Home Buyers, Business Strategy, Real Estate Transactions, Banking, Loans, Real Estate, Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Credit
Education
University of California, Berkeley 1978 — 1982
B.A., Mass Communication
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics