Boston Private Bank & Trust

Description

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

Employee
Years
Job
Industry
Ben Mannikko Ben Mannikko Greater Seattle Area Details
Ben Mannikko's Boston Private Bank & Trust Experience 2011 - September 2013
Job Windows System Administrator at TalentWise
Industry Information Technology and Services
Experience
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

Rob Raile Rob Raile Greater Seattle Area Details
Rob Raile's Boston Private Bank & Trust Experience October 2007 - March 2012
Job VP Commercial Banking Manager at Whidbey Island Bank
Industry Banking
Experience
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

Larry Powers Larry Powers Greater Boston Area Details
Larry Powers's Boston Private Bank & Trust Experience July 2012 - Present
Job Vice President, Applications Engineering Manager at Boston Private Bank
Industry Financial Services
Experience
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

Claude Harris Claude Harris Greater Los Angeles Area Details
Claude Harris's Boston Private Bank & Trust Experience June 2011 - Present
Job Vice President Commercial Lending at Boston Private Bank & Trust
Industry Commercial Real Estate
Experience
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

Gueve Ataie Gueve Ataie New York, New York Details
Gueve Ataie's Boston Private Bank & Trust Experience June 2013 - August 2013
Job Sales Associate at MainStay Investments
Industry Financial Services
Experience
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

Neill Kovash Neill Kovash Greater Boston Area Details
Neill Kovash's Boston Private Bank & Trust Experience June 2011 - Present
Job Vice President at Boston Private Bank & Trust
Industry Banking
Experience
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

Marquessa Smith-Lin Marquessa Smith-Lin Boston, Massachusetts Details
Marquessa Smith-Lin's Boston Private Bank & Trust Experience June 2013 - August 2013
Job Rotational Development Associate at Boston Private Financial Holdings
Industry Financial Services
Experience
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

Ossie Babson Ossie Babson Greater Boston Area Details
Ossie Babson's Boston Private Bank & Trust Experience October 2011 - April 2014
Job Financial Advisor
Industry Investment Management
Experience
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

Christine (Armontrout) Jenkinson Christine (Armontrout) Jenkinson Portland, Maine Area Details
Christine (Armontrout) Jenkinson's Boston Private Bank & Trust Experience 1997 - 1998
Job at Preservation Management, Inc.
Industry Real Estate
Experience
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

Adam Joannes Adam Joannes Santa Monica, California Details
Adam Joannes's Boston Private Bank & Trust Experience October 2011 - Present
Job Residential Mortgage Lending
Industry Real Estate
Experience
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

Philip Powers Philip Powers Greater Los Angeles Area Details
Philip Powers's Boston Private Bank & Trust Experience October 2011 - Present
Job EVP & Chief Banking Officer
Industry Real Estate
Experience
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

Justin Partyka Justin Partyka New York, New York Details
Justin Partyka's Boston Private Bank & Trust Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
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

Amy Hunter Amy Hunter Greater Boston Area Details
Amy Hunter's Boston Private Bank & Trust Experience 2008 - 2014
Job Consultant/Chief Marketing Officer/Financial Services Executive
Industry Financial Services
Experience
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

Jo (Adams) Bentley PMP, CSM, CISM & CISSP Jo (Adams) Bentley PMP, CSM, CISM & CISSP Greater Boston Area Details
Jo (Adams) Bentley PMP, CSM, CISM & CISSP's Boston Private Bank & Trust Experience March 2014 - Present
Job SVP Enterprise Risk Management at Boston Private Bank & Trust
Industry Financial Services
Experience
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

Pilar Pueyo, SPHR Pilar Pueyo, SPHR Greater Boston Area Details
Pilar Pueyo, SPHR's Boston Private Bank & Trust Experience September 1999 - Present
Job SVP, Human Resources at Boston Private Bank & Trust
Industry Human Resources
Experience
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

Debra Sabourin Debra Sabourin Greater Boston Area Details
Debra Sabourin's Boston Private Bank & Trust Experience June 2005 - May 2007
Job ECommerce Merchandiser at Samsonite
Industry Retail
Experience
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

Julie Mackin Julie Mackin Greater Boston Area Details
Julie Mackin's Boston Private Bank & Trust Experience June 2010 - November 2011
Job Trust Assistant at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
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

Carol Katzman Carol Katzman Beverly Hills, California Details
Carol Katzman's Boston Private Bank & Trust Experience August 2014 - Present
Job Vice President Residential Lending at Boston Private
Industry Banking
Experience
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

Edwin Fix Edwin Fix Tucson, Arizona Details
Edwin Fix's Boston Private Bank & Trust Experience April 2011 - May 2013
Job Consultant at Ed Fix, Inc.
Industry Banking
Experience
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