Boston Private Bank & Trust Company

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 Company Employees

Employee
Years
Job
Industry
Dmitriy Markelov Dmitriy Markelov San Bruno, California Details
Dmitriy Markelov's Boston Private Bank & Trust Company Experience May 2012 - Present
Job Desktop Support Technician at Boston Private Bank & Trust Company
Industry Information Technology and Services
Experience
Boston Private Bank & Trust Company   May 2012 - Present
Wells Fargo  September 2010 - May 2012
U.S. First Credit Union   June 2008 - July 2010
Bank of America  November 2006 - June 2008

Skills
Banking, Loans, Microsoft Excel, Customer Service, Cross Selling, Microsoft Office, Finance, Insurance, Windows 7, Windows Mobile, Mortgage Lending, Microsoft Word, Sales Process, Customer Satisfaction, Troubleshooting, Quality Assurance, Call Centers, Investments, Commercial Banking, Sales, Credit, Consumer Lending, MCSA 70-687 Certified, Active Directory, Microsoft Exchange, Citrix, Networking, Virtualization, Risk Management, Technical Support, Leadership, Relationship Management, Hardware, Software Installation, Management, Outlook, Windows, Loan Origination, Credit Risk, Financial Services, Cash Management, Commercial Lending, Retail Banking, Portfolio Management, Financial Analysis, Documentation, Access, Windows XP

Education
San Francisco State University   2006 — 2011
Computer Science

Skyline College   2006 — 2008
Computer Engineering

Adam Silverman Adam Silverman Los Angeles, California Details
Adam Silverman's Boston Private Bank & Trust Company Experience November 2008 - August 2013
Job President of Residential Mortgage at NewBridge Capital & Trust
Industry Financial Services
Experience
NewBridge Capital & Trust   August 2014 - Present
Bank of Manhattan  August 2013 - July 2014
Boston Private Bank & Trust Company   November 2008 - August 2013

Skills
Commercial Lending, Banking, Loans, Real Estate Economics, Credit, Mortgage Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Portfolio Management, Mortgage Banking, Investment Properties, Loan Origination

Education
University of California, Berkeley
Bachelor of Arts (BA), Philosophy and Economics

Angela Raham Angela Raham Greater Seattle Area Details
Angela Raham's Boston Private Bank & Trust Company Experience May 2012 - October 2012
Job NCP & AAP, Deposit Operations Supervisor
Industry Banking
Experience
Foundation Bank  October 2012 - Present
Boston Private Bank & Trust Company   May 2012 - October 2012
Charter Bank / Charter Private Bank / Boston Private Bank & Trust Company   January 2009 - May 2012
Charter Bank  April 2008 - January 2009
Charter Bank  April 2007 - April 2008
Charter Bank  August 2006 - April 2007
Charter Bank  December 2003 - August 2006
Charter Bank  August 2003 - December 2003

Skills
Banking, Commercial Banking, ACH, Customer Service, Outlook, Microsoft Office, Software Documentation, Analysis, Program Management, Management, Training, Accounting, Auditing, Financial Analysis, Retail Banking

Education
Cascadia Community College   2009 — 2011
Associates in Business, Business

V. Charles Jackson V. Charles Jackson Greater Los Angeles Area Details
V. Charles Jackson's Boston Private Bank & Trust Company Experience August 2008 - December 2012
Job President, SunPac,LLC and CoFounder and CEO of Sun Pacific Bank (In Formation)
Industry Financial Services
Experience
Wedbush Bank  August 2013 - July 2014
Boston Private Bank & Trust Company   August 2008 - December 2012

Skills
Asset Management, Banking, Business Strategy, Commercial Banking, Commercial Lending, Credit, Integration, Investments, Loans, Mergers & Acquisitions, Portfolio Management, Private Banking, Private Equity, Risk Management, Start-ups, Strategic Leadership

Education
The George Washington University   1972 — 1974
MBA, International Business

Georgetown University   1962 — 1967
BS, International Relations and Affairs

Mark Gueco Mark Gueco San Francisco Bay Area Details
Mark Gueco's Boston Private Bank & Trust Company Experience August 2011 - December 2014
Job Branch Manager at Liberty Bank
Industry Banking
Experience
Liberty Bank  December 2014 - Present
Boston Private Bank & Trust Company   August 2011 - December 2014
First National Bank of Northern California  September 2006 - September 2008
2006 First Republic Bank   July 2003 - September 2006
Bay View Bank/US Bank   January 1999 - January 2003

Skills
New Business Development, Credit, Small Business Lending, Commercial Lending, Customer Service, Sales, Risk Management, Loans, Banking, Commercial Banking, Management, Credit Analysis, Retail Banking, Business Development, Mortgage Lending

Education
San Francisco State University
B.S, Business Administration; Marketing

Eric Lee, CAMS Eric Lee, CAMS San Francisco Bay Area Details
Eric Lee, CAMS's Boston Private Bank & Trust Company Experience April 2008 - September 2013
Job VPBSA Officer
Industry Financial Services
Experience
Bank of the Orient  April 2015 - Present
OzForex   October 2013 - April 2015
Boston Private Bank & Trust Company   April 2008 - September 2013
M2C Consulting   May 2006 - March 2008
Hanmi Bank  June 2005 - May 2006

Skills
AML, Fraud, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Due Diligence, Analysis, KYC, Risk Assessment, Operational Risk..., Retail Banking, Auditing, USA PATRIOT Act, OFAC, Operational Risk, Enterprise Risk..., Financial Services, Commercial Banking, Anti Money Laundering

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2002 — 2005

Kelly Monahan Kelly Monahan San Francisco Bay Area Details
Kelly Monahan's Boston Private Bank & Trust Company Experience June 2003 - August 2004
Job Marketing Manager at PepsiCo
Industry Consumer Goods
Experience
PepsiCo  August 2014 - Present
PepsiCo  August 2012 - July 2014
PepsiCo  May 2011 - August 2011
PricewaterhouseCoopers  August 2005 - June 2010
Stonehill College Admissions   September 2001 - May 2005
Boston Private Bank & Trust Company   June 2003 - August 2004

Skills
Strategic Planning, Competitive Analysis, Marketing, Project Management, Market Research, Strategy, Data Analysis, Management Consulting, Cross-functional Team..., Spanish, Consumer Behaviour, Analysis, Analytics, Forecasting, Leadership, Customer Insight, Peer Mentoring, Process Improvement, Brand Management, Product Development, Team Leadership, Marketing Research

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA, Marketing

Stonehill College   2001 — 2005
Bachelor of Science in Business Administration & Bachelor of Arts, Finance & Spanish

Universidad de Zaragoza   2004 — 2004
Academic Exchange Program

Alyssa LaPine Alyssa LaPine Greater Boston Area Details
Alyssa LaPine's Boston Private Bank & Trust Company Experience October 2009 - January 2010
Job Product Marketing Specialist II at Keurig Green Mountain, Inc.
Industry Marketing and Advertising
Experience
Keurig Green Mountain, Inc.   March 2014 - Present
Keurig, Inc.   October 2012 - March 2014
Keurig, Inc.   September 2011 - October 2012
Imaginatik  January 2010 - August 2011
Boston Private Bank & Trust Company   October 2009 - January 2010
GPS Wine & Spirits   January 2009 - January 2010
Directorship  September 2008 - January 2009

Skills
InDesign, Marketing, Illustrator, Microsoft Office, Product Marketing, Photoshop, Social Media Marketing, Management, PowerPoint, Social Media, Advertising, Sales, Email Marketing, Microsoft Excel, Online Advertising, Social Networking, Editing, Event Planning, Blogging, Marketing Communications, Sales Operations, Design Programs, Entourage, Product Innovation, Product Development, Product Launch, Product Management

Education
Champlain College   2015 — 2017
Master of Business Administration (M.B.A.)

Champlain College   2004 — 2008
Bachelors, Multimedia and Grpahic Design

Mark Venuti, PMP Mark Venuti, PMP Greater Boston Area Details
Mark Venuti, PMP's Boston Private Bank & Trust Company Experience November 2006 - October 2010
Job Principal at ELM Group LLC
Industry Management Consulting
Experience
ELM Group LLC   January 2013 - Present
Consulting & Contracting Services   January 2011 - December 2012
Boston Private Bank & Trust Company   November 2006 - October 2010
Dunkin' Donuts NEDCP   July 2004 - December 2005
CDM Smith  December 1999 - June 2004

Skills
Risk Management, Process Improvement, Microsoft Excel, Business Process..., Financial Analysis, Project Management, Business Analysis, Financial Risk, PowerPoint, Microsoft Office, Financial Modeling, Budgets, Analysis, Microsoft Word, Finance, Cross-functional Team..., Management Consulting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1994
MBA, Operations Management

Northeastern University   1984 — 1989
BSBA, Finance

Bedford High School, Bedford MA

Mitch Kreeger, MAI SRA MBA Mitch Kreeger, MAI SRA MBA Greater Los Angeles Area Details
Mitch Kreeger, MAI SRA MBA's Boston Private Bank & Trust Company Experience May 2012 - February 2014
Job Chief Appraiser | Appraisal Reviewer | Environmental & Seismic Risk | "Appraisal Leader for Tomorrow's Environment"
Industry Banking
Experience
Kreeger Consulting   January 2000 - Present
SoCal Appraisal & Environmental Outsource Group   October 2014 - Present
Boston Private Bank & Trust Company   May 2012 - February 2014
Pacific Capital Bancorp / Santa Barbara Bank & Trust   January 2011 - May 2012
Ventura County Assessor's Office   December 2010 - January 2011
Affinity Bank  July 2003 - September 2009
Starpoint Properties, LLC   November 2002 - March 2003
Kreeger Consulting   2000 - 2003
Bank of America  1991 - 1999
Western Federal Savings & Loan   1986 - 1991

Skills
Valuation, Real Estate, Appraisals, Risk Management, Banking, Commercial Real Estate, Mortgage Lending, Investment Properties, Real Estate Economics, Investments, Management, Leadership, Strategic Planning, Residential Homes, Financial Risk, Research, Construction, Policy, Cash Flow, Technical Reviews, Microsoft Excel, Team Building, Project Management, Real Estate Transactions, Market Research, Disposition, Microsoft Office, Brokerage, Property Management, PowerPoint, Microsoft Word, Feasibility Studies, Compliance, Training, Technical Review, Residential, Risk, Problem Solving, Job Management, Project Leadership, Detail Oriented, Appraisal Dept Creation, Environmental Risk, Seismic Risk Mgmt, Appraisal Review, RIMS (ExactBid), Argus Modeling, Professional Networking, Chief Appraiser, Principal Consultant

Education
RMA CART

RMA CART

Appraisal Institute
MAI, SRPA, SRA, Real Estate Appraisal and Consulting

California State University-Northridge
MBA, Business / Real Estate Finance

University of Southern California - Marshall School of Business
BS, Real Estate Finance and Business Economics

California State University-Northridge
Business (Lower Division; Dean's List)

Alpha Kappa Psi

Matthew Remis Matthew Remis Boston, Massachusetts Details
Matthew Remis's Boston Private Bank & Trust Company Experience January 2006 - June 2011
Job Vice President, Financial Advisor, Global Wealth Management Group, Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney  June 2011 - Present
Boston Private Bank & Trust Company   January 2006 - June 2011
Heritage Capital Management   April 2003 - January 2006
Emtex Corporation   June 2003 - December 2003
Campbell Hall School  June 1999 - June 2001
Kimball Union Academy  May 1997 - June 1999

Education
D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MBA, Finance, Economics, Marketing

Ben-Gurion University of the Negev   1996 — 1996
Hebrew, Hebrew

Union College   1992 — 1996
BA, English/Africana Studies/Hebrew

Governor Dummer Academy   1989 — 1992

Swampscott High School   1987 — 1991

Larry Nielsen Larry Nielsen Greater Los Angeles Area Details
Larry Nielsen's Boston Private Bank & Trust Company Experience September 2010 - Present
Job Vice President, Commercial Banking at Boston Private Bank & Trust Company
Industry Financial Services
Experience
Boston Private Bank & Trust Company   September 2010 - Present
Nielsen Management Consulting   February 2010 - October 2010
Citizens Business Bank  May 2006 - February 2010
Nielsen IT Management Consulting   October 2000 - May 2006
Affinity Bank  2004 - 2006
Western Security Bank  December 1995 - October 2000
Western Security Bank  March 1989 - December 1995
Community Bank  May 1983 - March 1989

Skills
Bankruptcy, Business, FHA, Finance, Financial Analysis, Lines Of Credit, Credit, Due Diligence, Real Estate, Commercial Lending, Analysis, Mergers & Acquisitions, Construction Loans, Private Banking, Management, Sales, Asset Based Lending, Commercial Real Estate

Education
California State University-Fullerton   1969 — 1971
English

Los Angeles Valley College   1966 — 1969
N/A, Lower Division Classes for Transfer

Grant High School   1963 — 1966
High School Diploma, General Education

Stephen Ink Stephen Ink San Francisco Bay Area Details
Stephen Ink's Boston Private Bank & Trust Company Experience September 2012 - Present
Job Vice President & Trust Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   September 2012 - Present
Borel Private Bank & Trust Company  February 2006 - August 2012
Law Office of Stephen D. Ink   March 1994 - January 2006
Burnett Burnett & Allen   June 1990 - February 1994

Education
Santa Clara University School of Law   1987 — 1990
Juris Doctor, Law

Abilene Christian University   1979 — 1982
Master of Divinity, Ministry

Nicole Coombes Nicole Coombes Greater Boston Area Details
Nicole Coombes's Boston Private Bank & Trust Company Experience June 2011 - August 2011
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

Mary Beth Mahoney Mary Beth Mahoney Greater Boston Area Details
Mary Beth Mahoney's Boston Private Bank & Trust Company Experience June 1998 - March 2012
Job Director and Wealth Advisor at Wellesley Investment Partners
Industry Investment Management
Experience
Wellesley Investment Partners   March 2014 - Present
First Republic Private Wealth Management  March 2012 - March 2014
Boston Private Bank & Trust Company   June 1998 - March 2012
Bank of Boston  July 1996 - June 1998
BayBanks  1987 - 1996

Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equities, Investment Management, Fixed Income, Investment Strategies, Private Equity, Investment Advisory, Wealth Management...

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1996
MBA

Dartmouth College   1982 — 1986
BA, History

Steven Manuel Puello Steven Manuel Puello Boston, Massachusetts Details
Steven Manuel Puello's Boston Private Bank & Trust Company Experience June 2015 - Present
Job Desktop Support Technician at Boston Private Bank & Trust Company
Industry Information Technology and Services
Experience
Boston Private Bank & Trust Company   June 2015 - Present
Tangoe  January 2014 - May 2015
Advent International  July 2013 - January 2014
Enterprise Rent-A-Car  April 2012 - February 2013
Enterprise Rent-A-Car  September 2011 - April 2012

Skills
Windows 7, Computer Hardware, Troubleshooting, Microsoft Office, PowerPoint, Teamwork, Windows XP, Help Desk Support, Microsoft Excel, Windows, Microsoft Word, Customer Service, Social Media, Public Speaking, English, Research, Remote Access, Remote User Support, Blackberry Enterprise..., iPhone Support, Call Centers, VoIP, Following Up, Mobile Phone Software

Education
Bunker Hill Community College   2011 — 2015
CCNA certification, CCNA, 3.667 GPA

Cambridge College   2013 — 2014
Bachelor of Science (B.S.), Computer Science, 18 Credits Completed

Year Up   2013 — 2014
Computer/Information Technology Administration and Management

Christopher J. O'Connell Christopher J. O'Connell Greater Boston Area Details
Christopher J. O'Connell's Boston Private Bank & Trust Company Experience January 2011 - May 2015
Job Senior Vice President, Regional Market Executive at Webster Private Bank
Industry Investment Management
Experience
Webster Private Bank   June 2015 - Present
Boston Private Bank & Trust Company   January 2011 - May 2015
Boston Private Bank & Trust Company   June 2001 - January 2011
Baystate Financial Services  2000 - 2001
Commonwealth Financial Group  1994 - 2000
UNICCO Service Company  1991 - 1994
Spaulding & Slye Colliers  1987 - 1991
United States Army, United States/Europe   1981 - 1987

Skills
Asset Managment, Risk Management, Team Building, Strategic Planning, Process Improvement, Due Diligence, Financial Analysis, Mergers, New Business Development, Portfolio Management, Business Development, Project Management, Budgets, Management, Start-ups, Sales, Mergers & Acquisitions, Business Strategy, Asset Management, Program Management, Operations Management, Investments, Change Management, Finance, Management Consulting, Leadership

Education
United States Military Academy at West Point   1977 — 1981
BS, General Engineering

Belmont Hill School   1970 — 1977
HS

U.S. Army Ranger School   1969 — 1970

Babson College   1968 — 1969
The Leadership Institute

U.S. Army Airborne School   1968 — 1969

U.S. Army Pathfinder School   1967 — 1968

U.S. Army Infantry Officer Advance Course   1966 — 1967

U.S. Army Air Defense Artillery Officer Basic Course   1965 — 1966

Maureen McCarthy, MBA, CIA, CAMS,CISA Maureen McCarthy, MBA, CIA, CAMS,CISA Greater Boston Area Details
Maureen McCarthy, MBA, CIA, CAMS,CISA's Boston Private Bank & Trust Company Experience February 2002 - June 2003
Job Brookline Bancorp, Inc. Integration and Strategic Transformation
Industry Banking
Experience
Brookline Bancorp, Inc.   December 2012 - Present
Boston Private Bank  May 2011 - August 2012
Boston Private Bank  June 2003 - May 2011
Boston Private Bank & Trust Company   February 2002 - June 2003
BankBoston/FleetBoston Financial   1990 - September 2001
Barnett Bank  December 1989 - 1990
First National Bank of Boston  July 1980 - November 1989

Skills
Management Consulting, Strategy Development, Strategic Planning, Strategic Communications, Leveraging Technology, Workflow Analysis, Efficiency Improvement, Organizational Structure, Business Intelligence, Project Implementation, Enterprise Risk..., Risk Mitigation, Banking, Private Banking, Internal Audit, AML, BSA, Operational Risk..., Privacy, Compliance Audits, Fraud Prevention, Forensic Accounting, Security Audits, Training & Development, Sustainability, Risk Management, Risk Assessment, Fraud

Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)

UMass Amherst - Isenberg School of Management   1977 — 1980
Bachelor of Business Administration (BBA), Accounting

FBI Citizens's Academy (Boston)
Certificate, Crime Prevention and Community Safety

Marblehead High School

Lauren Fedele Lauren Fedele Greater Boston Area Details
Lauren Fedele's Boston Private Bank & Trust Company Experience May 2007 - April 2012
Job Executive Assistant / Realtor at Realty Executives
Industry Real Estate
Experience
Realty Executives  January 2014 - Present
Admirals Bank  April 2012 - October 2013
Boston Private Bank & Trust Company   May 2007 - April 2012
Stop and Shop  May 2001 - October 2008
Citizens Bank  August 2006 - May 2007
Stop and Shop  June 2005 - September 2006

Skills
Banking, Credit, Finance, Microsoft Excel, Customer Service, Account Reconciliation, Leadership, Sales

Education
Emmanuel College   2002 — 2006
Bachelor of Fine Arts, Graphic Design and Technology

John M. Corby, CFA, CIC John M. Corby, CFA, CIC Santa Barbara, California Area Details
John M. Corby, CFA, CIC's Boston Private Bank & Trust Company Experience January 2012 - June 2013
Job Managing Director, Portfolio Management Executive at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management  December 2014 - Present
Independent Investment Consultant   August 2013 - November 2014
Boston Private Bank & Trust Company   January 2012 - June 2013
US Trust/Bank of America Private Wealth Management   November 2010 - January 2012
Rigel Capital, LLC   October 2004 - June 2010
Provident Investment Counsel  September 1987 - February 2004
Trust Services of America   March 1986 - September 1987
First Interstate Investment Services   July 1984 - March 1986

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Investment Management, Equities, Wealth Management, Trading, Institutional..., Asset Management, Asset Managment, Strategy, Banking, Financial Advisory, ETFs, Mutual Funds, Financial Services, Private Banking, Bloomberg, Capital Markets, Start-ups, Fixed Income, Private Equity, High Net Worth..., Due Diligence, Mentoring, Derivatives, Strategic Financial..., Bonds, Financial Risk, Endowments, Investment Advisory, Valuation, Equity Research, Wealth Management..., Coaching, Business Management, Relationship Management, Business Builder, Operations Management, Board of Directors, Portfolio Construction, Multi Asset Class..., Product Development, Securities Analysis, Investment Risk..., Marketing/Business..., Foundations

Education
Arizona State University
B. Sc., Hospitality Management

The University of Edinburgh
Foreign Studies Program

Matt Olsen Matt Olsen Greater Los Angeles Area Details
Matt Olsen's Boston Private Bank & Trust Company Experience July 2011 - Present
Job Vice President at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   July 2011 - Present
Wedbush Bank  July 2008 - July 2011
Alliance Bank  2005 - 2008
Sanwa/United California/Bank of The West   2001 - 2005
Southern Pacific Bank  January 1998 - April 2000
Charles Dunn   1995 - 1998
Pan American World Airways  February 1986 - October 1991

Skills
Loans, Commercial Lending, Business Analysis, Banking, Due Diligence, Portfolio Management, Investments, Real Estate Economics, Finance, Real Estate, Mortgage Lending, Loan Origination, Commercial Mortgages, Cash Management, Valuation, Mortgage Banking, Credit Analysis, Small Business Lending, Credit

Education
San Jose State University   1983 — 1984
BA, Communications

University of California, Santa Barbara   1979 — 1984
Communications

Aztec Aviation Academy

Cupertino High School

Howard Lu Howard Lu Greater Los Angeles Area Details
Howard Lu's Boston Private Bank & Trust Company Experience 2006 - April 2012
Job FVP, Financial Accounting & Reporting Manager at Farmers & Merchants Bank of Long Beach
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach  March 2012 - Present
Boston Private Bank & Trust Company   2006 - April 2012
Commercial Capital Bank  2003 - 2006
Hawthorne Savings  1997 - 2003

Education
California State University-Northridge
Business, Accounting

Rusty Stieff Rusty Stieff Greater Boston Area Details
Rusty Stieff's Boston Private Bank & Trust Company Experience 2001 - Present
Job Senior Vice President at Boston Private Bank & Trust
Industry Financial Services
Experience
Bay Cove Human Services  2005 - Present
Boston Private Bank & Trust Company   2001 - Present
Foundation for Belmont Education   2003 - 2009
State Street Bank  1992 - 1999

Skills
Non-profits, Banking, Cash Management, Community Outreach, Commercial Banking, Relationship Management, Loans, Nonprofits, Commercial Lending, Leadership, Financial Services, Portfolio Management, Coaching, Small Business Lending, Customer Service, Budgets, Fundraising, Risk Management, Time Management, Strategic Planning, Finance, Credit, Wealth Management, Financial Analysis, Executive Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance

Bryn Mawr School
High School

Ohio Wesleyan University
BA, English

Simmons College
MS, Library Science

Ralph Letner Ralph Letner Greater Boston Area Details
Ralph Letner's Boston Private Bank & Trust Company Experience July 2010 - May 2014
Job Chief Lending Officer at Wellesley Bank
Industry Banking
Experience
Wellesley Bank  May 2014 - Present
Boston Private Bank & Trust Company   July 2010 - May 2014
RBS Citizens Bank  April 2003 - June 2010
RBS Citizens Bank  September 2000 - April 2003
Fleet Bank  1992 - 1994

Skills
Commercial Banking, Banking, Mortgage Lending, Credit, Underwriting, Portfolio Management, Loans, Credit Analysis, Risk Management

Education
United States Merchant Marine Academy
Bachelor's Degree, Marine Transportation

Babson College
Master of Business Administration (M.B.A.), Business Administration and Management, General

Natick High School

Barbara Wardell Barbara Wardell San Francisco Bay Area Details
Barbara Wardell's Boston Private Bank & Trust Company Experience July 2006 - February 2013
Job
Industry Human Resources
Experience
Vintage Capital Group LLC   October 2013 - July 2014
Boston Private Bank & Trust Company   July 2006 - February 2013
Bragman Nyman Cafarelli (BNC)   February 2000 - October 2005

Skills
Employee Relations, Talent Acquisition, Employee Benefits, HRIS, Employee Training, PeopleSoft, Employee Engagement, HR Policies, Benefits Administration, Organizational..., Career Development, Interviews, Conflict Resolution, Customer Service, Microsoft Office, Microsoft Excel, Talent Management, Executive Search, Human Resources, Leadership, Personnel Management

Education
Monterey Institute of International Studies
Bachelor’s Degree, Spanish

Shan Myomynn Shan Myomynn Greater Los Angeles Area Details
Shan Myomynn's Boston Private Bank & Trust Company Experience January 2011 - November 2011
Job Vice President CRE Portfolio Banker II
Industry Banking
Experience
COMMUNITY BANK  July 2013 - Present
BOSTON PRIVATE BANK & TRUST COMPANY   January 2011 - November 2011
Central Pacific Bank  April 2008 - November 2010
Central Pacific Bank  September 2005 - April 2008
Security Pacific Bank  August 2004 - September 2005
Imperial Capital Bank  September 2002 - August 2004
WASHINGTON MUTUAL BANK  May 1998 - August 2002
Great Western Bank  November 1997 - May 1998

Skills
Credit Analysis, Loans, Commercial Lending, Banking, Credit, Commercial Banking, risk management, Relationship Management, Commercial Real Estate..., Commercial Real Estate..., compliance, credit risk analysis, Construction Management, residential construction, Financial Analysis, property management, budgets, Board of Directors..., financial management, teamwork, market research, valuation, finance, Valuation, Finance, Credit Risk, Risk Management, Portfolio Management, Budgets, Construction, Managerial Finance, Teamwork, Asset Based Lending, Business Development, Core Banking, Financial Services, Financial Modeling, Asset Management

Education
Scripps College
Bachelor of Arts, Biology

WESTERN BANKING SCHOOL, University of Nevada, Reno, NV
Commercial Lending

Donald Murano Donald Murano Boston, Massachusetts Details
Donald Murano's Boston Private Bank & Trust Company Experience March 2012 - Present
Job Senior Vice President / Commercial Loan Officer
Industry Banking
Experience
Boston Private Bank & Trust Company   March 2012 - Present
Eastern Bank  April 2001 - November 2011
HSBC Private Bank  1999 - 2000
BNY Mellon  1991 - 1999
Fleet National Bank  1981 - 1991

Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking

Education
Boston University   2003 — 2005
Certificate in Financial Planning

University of Rhode Island   1980 — 1984
MBA, Finance

University of Rhode Island   1972 — 1976
BS, Organizational Management

Cristopher Richiez Cristopher Richiez Greater Boston Area Details
Cristopher Richiez's Boston Private Bank & Trust Company Experience December 2013 - 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

William Kane William Kane Greater Boston Area Details
William Kane's Boston Private Bank & Trust Company Experience June 1995 - Present
Job Director of IT at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   June 1995 - Present

Skills
Information Security, Disaster Recovery, Vendor Management, Risk Management, Business Continuity, SDLC, Integration, Management, Leadership, IT Operations, System Administration, Infrastructure, Data Center, Project Management

Education
Boston University   2001 — 2004
Masters of Science, CIS

Southern Connecticut State University   1987 — 1991
BS Business Management

Brian Shapiro Brian Shapiro Greater Los Angeles Area Details
Brian Shapiro's Boston Private Bank & Trust Company Experience May 2011 - Present
Job Managing Partner at The Shapiro Group, CPAs
Industry Accounting
Experience
The Shapiro Group, CPAs   August 1983 - Present
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH)   April 2014 - Present
Boston Private Bank & Trust Company   May 2011 - Present
First Private Bank & Trust  April 2008 - May 2011
UCLA Anderson School of Management  January 1981 - June 1987
Arthur Young & Company  September 1977 - August 1983
Price Waterhouse & Co  September 1976 - September 1977

Skills
Taxation of Securites..., Estate Tax Planning, Partnership Taxation, Real Estate Transactions, Real Estate Taxation, High Net Worth..., Business and Investment..., Business Acquisition..., Complex Tax Compliance..., Corporate Taxation

Education
University of Southern California   1978 — 1981
MBT, Taxation

University of Wisconsin-Madison - School of Business   1975 — 1976
MBA, Accounting and Information Systems, Finance-Investments and Investment Banking

University of Wisconsin-Madison - School of Business   1971 — 1975
BBA, Accounting, Finance

Fitnete Kraja Fitnete Kraja San Francisco Bay Area Details
Fitnete Kraja's Boston Private Bank & Trust Company Experience April 2014 - December 2014
Job Vice President | Residential Loan Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   April 2014 - December 2014
Bank of the West  April 2012 - January 2013
Wells Fargo Private Mtg. Banking   March 2001 - August 2011
Applied Materials  January 2000 - December 2000
Catholic Charities USA  May 1999 - September 1999
Foothills Tennis and Swim Club, Palo Alto CA   January 1998 - May 1999
Law Offices of John M. Gregory, Palo Alto CA   August 1996 - December 1997

Skills
Mortgage Lending, Leadership, Credit, Marketing, Residential Mortgages, Finance, Underwriting, Program Management, Analysis, Marketing Communications, Advertising, Product Marketing, Portfolio Management, Investments

Education
California State University-Chico
Bachelor of Arts in Political Science, Minor: International Relations - Paralegal Certificate

Michael Abendroth Michael Abendroth San Francisco Bay Area Details
Michael Abendroth's Boston Private Bank & Trust Company Experience January 2007 - Present
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

Rob Kershaw Rob Kershaw Greater Boston Area Details
Rob Kershaw's Boston Private Bank & Trust Company Experience 2005 - June 2011
Job First Vice President Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank  August 2014 - Present
Rockland Trust Company  June 2011 - July 2014
Boston Private Bank & Trust Company   2005 - June 2011
TD Bank  February 2002 - June 2003
Eastern Bank  June 1997 - February 2002

Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Services, Investment Properties, Loans, Portfolio Management, Real Estate Financing, Small Business Lending, Working Capital..., Financial Analysis

Education
Northeastern University   1994 — 1999
MBA, Business

Melrose High School   1980 — 1982

Salem State University
Bachelors, Education

Jake Nguyen Jake Nguyen San Francisco Bay Area Details
Jake Nguyen's Boston Private Bank & Trust Company Experience July 2004 - June 2015
Job Executive Vice President, Managing Director of Commercial Lending
Industry Banking
Experience
United American Bank  June 2015 - Present
Boston Private Bank & Trust Company   July 2004 - June 2015
Greater Bay Bank  September 1999 - August 2004
California Bank & Trust  October 1998 - September 1999
Bank of America  April 1990 - October 1998

Skills
Commercial Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Retail Banking, Financial Analysis, Budgets, Asset Based Lending, Lines Of Credit, Construction Loans, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Finance, Refinance, Private Banking, Consumer Lending, Risk Management, Loan Origination, Investments, Treasury Management, Relationship Management, Financial Services, Cross Selling, Wealth Management

Education
Pacific Coast Banking School (PCBS)   2011 — 2013

San Francisco State University   1988 — 1992
Bachelor's of Science, Finance, Banking & Real Estate Finance

Kyle Scheppler Kyle Scheppler Burlingame, California Details
Kyle Scheppler's Boston Private Bank & Trust Company Experience September 2013 - January 2014
Job Real Estate Agent & Investment Management Specialist
Industry Real Estate
Experience
Boston Private Bank & Trust Company   September 2013 - January 2014
Manos & Curl LLP   March 2013 - July 2013
San Francisco State University  March 2012 - December 2012
Sober Drivers Co.   June 2009 - February 2011
Redwood NJB Basketball League   2009 - 2009
Bank of the West  January 2006 - September 2008
Kehillah High School   2007 - 2008
Williams-Sonoma, Inc.   February 2005 - August 2006

Skills
Project Management, Coaching, Microsoft Office, Market Research, Interpersonal..., Team Management, Teamwork, Goal Oriented, Customer Service, Financial Analysis, Organized Multi-tasker, Writing, Organization, Problem Solving, Social Skills, Exceptional Listener, Health Education, Public Health, Grant Writing, Proposal Writing, Equities Investing, Investment Strategies, Sports Coaching, Investments, Data Analysis, Portfolio Management, Analysis, Finance, Sales

Education
San Francisco State University
Bachelor of Science (B.S.), Health Education

CSU Chico   2002 — 2004
General Education

Pinewood Private High School   1998 — 2002

Lucie Lovell Lucie Lovell Boston, Massachusetts Details
Lucie Lovell's Boston Private Bank & Trust Company Experience April 2005 - May 2015
Job Director, Client Advisory Services at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  May 2015 - Present
Boston Private Bank & Trust Company   April 2005 - May 2015
LongVue Advisors LLC   June 2003 - April 2005
The PNC Financial Services Group, Inc.   May 2001 - June 2003
H.C. Wainwright & Co., LLC   June 2000 - May 2001
BankBoston  June 1979 - June 2000

Education
Massasoit Community College
Associate's Degree

Todd Rassiger Todd Rassiger Greater Boston Area Details
Todd Rassiger's Boston Private Bank & Trust Company Experience October 2003 - March 2011
Job Lead FRB's East Coast Business Banking focused on PE & Venture, Entrepreneurs, Nonprofits and Professional Service Firms
Industry Banking
Experience
First Republic Bank  March 2011 - Present
Boston Private Bank & Trust Company   October 2003 - March 2011
MassDevelopment  October 1998 - October 2003
Federal Reserve Bank of New York  1995 - 1996

Skills
Credit, Investments, Financial Analysis, Banking, Private Equity, Wealth Management, Strategy, Loans, Cash Management, Investment Banking, Financial Services, Finance, Venture Capital, Underwriting, Mortgage Lending, Private Banking, Investment Management, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Capital Markets, Business Strategy, Financial Modeling, Asset Management, Equities, Entrepreneurship, Alternative Investments, Credit Risk, Commercial Mortgages, High Net Worth..., Middle Market, Management

Education
Stanford University Graduate School of Business   2014 — 2014
Executive Education Program, Business Administration and Management, General

Harvard University Kennedy School of Government   1996 — 1998
MPP, Public Policy Analysis

Fordham University   1991 — 1995
BA, Political Science and Government

Chaminade High School   1987 — 1991

Steve S. Lavaeddin Steve S. Lavaeddin Woodland Hills, California Details
Steve S. Lavaeddin's Boston Private Bank & Trust Company Experience May 2008 - April 2012
Job V.P. / Branch Manager III at City National Bank
Industry Banking
Experience
California Emergency Mobile Partrol - SEARCH RESCUE   June 2008 - Present
City National Bank  April 2015 - Present
A.Che  May 2013 - April 2015
Parisa Lingerie   May 2013 - April 2015
Lava Management Inc.   May 2001 - April 2015
Habitat for Humanity San Fernando/Santa Clarita Valleys  August 2010 - October 2013
First Republic Bank  April 2012 - May 2013
Boston Private Bank & Trust Company   May 2008 - April 2012
Encino Chamber of Commerce  January 2009 - December 2011
Exclusive Commercial Group   May 2006 - April 2010

Skills
Banking, Business Development, Loans, Strategy, Leadership, Mortgage Lending, Commercial Banking, Real Estate, Start-ups, Finance, Small Business, Fundraising, Cash Management, Management, Credit, Marketing Strategy, Portfolio Management, Commercial Mortgages, Negotiation, Small Business Lending, Customer Service, Marketing, CRM, Commercial Lending, Sales Management, New Business Development, Sales, Training, Investments, Product Management, Nonprofits, Risk Management, Customer Relations, Non-profits, Contract Negotiation, Wealth Management, Financial Services, Executive Management, Private Banking, Relationship Management, Business Planning, Strategic Planning, Real Estate Financing, Commercial Real Estate, Retail Banking, Mortgage

Education
Los Angeles Pierce College   1991 — 1996

Taft High School

Taft High School

Gregory Spector Gregory Spector Greater New York City Area Details
Gregory Spector's Boston Private Bank & Trust Company Experience June 2000 - December 2003
Job Client Reporting Supervisor at Barclays Wealth
Industry Financial Services
Experience
LEHMAN BROTHERS/BARCLAYS WEALTH   December 2005 - Present
BEAUMONT FINANCIAL PARTNERS   April 2004 - May 2005
BOSTON PRIVATE BANK & TRUST COMPANY   June 2000 - December 2003
PNC BANK  December 1997 - September 1999
Putnam Investments  November 1996 - December 1997

Skills
Equities, Financial Services, Trading, Account Reconciliation, Investments, Portfolio Management, Equity Trading, Management, Accounting, Fixed Income

Education
Suffolk University   2001 — 2003
MBA, Business Administration

University of Arizona   1992 — 1996
BA in Business and Public Administration, Business

Danielle W Danielle W Natick, Massachusetts Details
Danielle W's Boston Private Bank & Trust Company Experience April 2005 - November 2006
Job Real Estate Paralegal
Industry Legal Services
Experience
Orsi, Arone, Rothenberg, Iannuzzi & Turner, LLP   August 2015 - Present
Anonymous  January 2014 - August 2015
Brown & Knight   April 2013 - January 2014
McLaughlin, Richards, Biller & Schindel, LLP   December 2009 - March 2013
City of Somerville  March 2007 - November 2009
Boston Private Bank & Trust Company   April 2005 - November 2006
Wyeth Research  July 2002 - April 2005
Testa, Hurwitz & Thibeault   September 1999 - June 2002

Skills
Outlook, Legal Research, PowerPoint, Public Speaking, Microsoft Excel, GroupWise, Customer Service, Microsoft Word, Public Relations, Fundraising, QuickBooks, Social Media, Pharmaceutical Industry, Mortgage Lending, Marketing, Loan Closings, Post Closing, Executive Calendar..., Event Planning, Local Government, Vendor Relations, Office Management

Education
Northeastern University   2012 — 2014

University of Massachusetts, Amherst   1992 — 1996

Ursuline Academy   1986 — 1992

St. John's, Canton, MA

Tim Trout Tim Trout Greater Los Angeles Area Details
Tim Trout's Boston Private Bank & Trust Company Experience September 2010 - April 2015
Job EVP & Chief Lending Officer at SunPac, LLC
Industry Banking
Experience
SunPac, LLC   April 2015 - Present
Boy Scouts of America, San Gabriel Valley Council   2014 - Present
Boston Private Bank & Trust Company   September 2010 - April 2015
Premier Business Bank  2009 - 2010
Cal National Bank  2008 - 2009
Central Pacific Bank  2005 - 2008

Skills
Investments, Credit, Banking, Management, Mortgage Lending, Loans, Commercial Banking, Credit Risk, Wealth Management, Portfolio Management, Commercial Lending, Private Banking, Small Business Lending, Credit Analysis, High Net Worth..., Commercial Mortgages, Investment Properties, Financial Analysis, Family Office

Education
Pacific Coast Banking School   2013 — 2015

University of Hawaii at Manoa
Bachelor of Arts (BA), Economics

Rebeca Patino Rebeca Patino San Francisco Bay Area Details
Rebeca Patino's Boston Private Bank & Trust Company Experience May 2008 - Present
Job Senior Vice President at Boston Private Bank
Industry Banking
Experience
Boston Private Bank & Trust Company   May 2008 - Present
Greater Bay Bank  May 2006 - May 2008
Liberty Bank  1998 - 2006
Liberty Bank  1995 - 1998
Sumitomo Trust and Banking  1993 - 1995
Sumitomo Trust and Banking  1989 - 1993

Skills
Loans, Credit, Customer Relations, Underwriting, Banking, Commercial Banking, Negotiation, Commercial Mortgages, Lines Of Credit, Portfolio Management, Commercial Lending, Credit Analysis, Business Development, Credit Risk, Commercial Real Estate, Investments, Cross Selling, Small Business Lending, Mortgage Lending, Treasury Management, Private Banking, Loan Origination, Cash Management, Customer Service, Finance, Management, Financial Analysis, Financial Structuring, Risk Management

Education
San Francisco State University   1987 — 1989
BS, International Business Administration

Deustche Schule, Santa Cruz, Bolivia   1976 — 1980

Meredith Judge Meredith Judge Greater Boston Area Details
Meredith Judge's Boston Private Bank & Trust Company Experience July 2008 - January 2011
Job Analyst, Deposit Sales at Boston Private Bank
Industry Banking
Experience
Boston Private Bank  January 2011 - Present
Boston Private Bank & Trust Company   July 2008 - January 2011
Boston Private Bank  July 2007 - July 2008
Commonwealth Hemotology-Oncology, Emerson Hospital   March 2006 - July 2007
Countryside Veterinary Hospital  March 1999 - June 2003

Skills
Loans, Credit, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Lending, Retail Banking, Wealth Management, Risk Management, Fixed Income, Investments, Finance, Financial Services

Education
University of Massachusetts at Lowell   1999 — 2002
Bachelors, Political Science

Manhattan College   1998 — 1999
Liberal Arts

Simon, Paul Simon, Paul Greater Boston Area Details
Simon, Paul's Boston Private Bank & Trust Company Experience November 2003 - Present
Job Private Banking Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   November 2003 - Present
Sovereign Bank  June 2000 - April 2003
Sovereign Bank  February 2001 - June 2002
Sovereign Bank  June 2000 - February 2001
First National Bank of Boston  September 1993 - June 2000
The Church of Jesus Christ of Latter-day Saints  August 1993 - 1994

Skills
Banking, Customer Relations, Compliance, Risk Management, Customer Service, Mentoring, Problem Solving, Private Banking, Loans, Financial Services, Financial Analysis, Leadership, Customer Satisfaction, Auditing, Finance, Cross Selling, Portfolio Management, Cash Management, Mortgage Lending, Financial Risk, Wealth Management, Commercial Lending, Time Management, Underwriting, Investments, Commercial Banking, Lines Of Credit

Education
Brigham Young University - Idaho   2012 — 2016
Degree-seeking student applying for an online degree program, Business Management (BS)

Northeastern University   1990 — 1995
Mechanical Engineering Related Technologies/Technicians

Jeremiah E Burke High School   1986 — 1990

Robert H. Rudnick Robert H. Rudnick Boston, Massachusetts Details
Robert H. Rudnick's Boston Private Bank & Trust Company Experience September 2008 - Present
Job Senior Vice President Boston Private Bank & Trust Company
Industry Financial Services
Experience
Boston Private Bank & Trust Company   September 2008 - Present
CitiBank N.A.   August 2007 - August 2008
Boston Private Bank & Trust Company   June 2004 - August 2007
Capital Crossing Bank  March 2000 - June 2004

Skills
Portfolio Management, Loans, Credit, Due Diligence, Investments, Loan Origination, Underwriting, Strategy, Commercial Banking, Wealth Management, Commercial Mortgages, Portfolio Sale &..., Real Estate, Real Estate Economics, Financial Modeling, Finance

Education
Boston University Graduate School of Management   1989 — 1991
Master of Business Administration (MBA)

The University of Connecticut   1982 — 1986
Bachelor of Arts (BA), Urban Studies

Brendan Crowe Brendan Crowe Greater Boston Area Details
Brendan Crowe's Boston Private Bank & Trust Company Experience June 2012 - August 2012
Job Business Operations Analyst, Americas Enterprise Sales Operations at EMC
Industry Financial Services
Experience
EMC  August 2015 - Present
EMC  July 2014 - August 2015
EMC  June 2013 - July 2014
Boston Private Bank & Trust Company   June 2012 - August 2012
Ameriprise Financial Services, Inc.   May 2011 - September 2011
Eastern Connection  May 2010 - August 2010
Norfolk Golf Course   May 2008 - November 2008

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Morningstar, Research, Finance, Bloomberg Terminal

Education
Bentley University   2009 — 2013
Bachelor of Science (BS)

Bond University   2011 — 2011

Patrice Osborne Patrice Osborne San Francisco Bay Area Details
Patrice Osborne's Boston Private Bank & Trust Company Experience November 1985 - Present
Job Vice President & Trust Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   November 1985 - Present

Skills
1031 Exchanges, Trusts, Trust Services

Education
University of Arizona   1971 — 1975
BA, Psychology & Sociology

DiAngelo Negrete DiAngelo Negrete Greater Los Angeles Area Details
DiAngelo Negrete's Boston Private Bank & Trust Company Experience November 2009 - August 2011
Job Ethics and Finance
Industry Banking
Experience
Film Musicians Secondary Market Fund   November 2014 - February 2015
Northern Illinois University  January 2014 - June 2014
Entertainment Partners  June 2013 - August 2013
Broadway Cellars   September 2012 - November 2012
Sarah's Circle  September 2011 - December 2011
Boston Private Bank & Trust Company   November 2009 - August 2011
Davis Research  September 2009 - November 2009
Loyola University Chicago  August 2005 - December 2008
Save A Lot Foods  June 2004 - May 2006

Skills
Banking, Team Leadership, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Credit Risk, Portfolio Management, Risk Management, Office Management, Clerical Skills, Executive..., Team Problem Solving, Accurate Data Entry, Filing, Quantitative Research, Qualitative Research, Data Analysis, Telemarketing, Customer Service, Student Leadership, Student Development, Student Engagement, Students, Grocery Industry, Cashiering, Stock Management, Stock Control, Organization &..., Telephone Skills

Education
Bloom Trail High School   2001 — 2005
High School, High School

Loyola University Chicago
Bachelor of Arts (BA), Philosophy

Loyola University Chicago
Bachelor of Science (BS), Psychology

Joanne McCullough Joanne McCullough Greater Los Angeles Area Details
Joanne McCullough's Boston Private Bank & Trust Company Experience June 2010 - Present
Job Commercial Loan Executive Assistant at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   June 2010 - Present
Comerica Bank  2001 - 2010
Imperial Bank  1997 - 2001
Comerica Bank  1996 - 1997
Metrobank  1991 - 1996
Souriau  1989 - 1991
Equity General Insurance   1984 - 1989

Education
Modesto Junior College

Barbara Cummings Barbara Cummings Greater Boston Area Details
Barbara Cummings's Boston Private Bank & Trust Company Experience November 1999 - May 2015
Job Vice President at William Blair & Company, L.L.C.
Industry Investment Management
Experience
William Blair & Company, L.L.C.   May 2015 - Present
Boston Private Bank & Trust Company   November 1999 - May 2015
BankBoston  1996 - 1999
BayBank Investment Management   1993 - 1996
Boston Five Cents Savings Bank  1985 - 1993
Shearson Lehman Brothers  June 1982 - 1985

Skills
High Net Worth..., Portfolio Management, Mutual Funds, Investments, Investment Strategies, Fixed Income, Endowments, Trading, Wealth Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Private Banking, Banking, Financial Analysis, Bonds

Education
Boston College   1991 — 1993
Masters of Science in Finance, Investments, Finance

University of Massachusetts, Amherst   1978 — 1981
BBA, Marketing/Finance

Kimberly Quintero Kimberly Quintero Greater New York City Area Details
Kimberly Quintero's Boston Private Bank & Trust Company Experience June 2004 - June 2007
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management  February 2014 - Present
First Republic Investment Management  February 2013 - February 2014
First Republic Investment Management  November 2011 - February 2013
Constellation Wealth Advisors LLC   June 2007 - November 2011
Boston Private Bank & Trust Company   June 2004 - June 2007
FleetBoston Financial  November 2002 - June 2004
TolerRx, Inc.   2001 - 2002

Education
Bryant University   1997 — 2001

Boston University   2004 — 2006
Completed Certified Financial Planning Program

William T. Oberlies, CFA William T. Oberlies, CFA Greater Boston Area Details
William T. Oberlies, CFA's Boston Private Bank & Trust Company Experience 2004 - Present
Job Chief Operating Officer and Senior Vice President of Wealth Management & Trust at Boston Private Bank
Industry Investment Management
Experience
Boston Private Bank & Trust Company   2004 - Present

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2008 — 2008
Executive Program, Leadership and Strategic Impact

Villanova University   1989 — 1993
Bachelor's Degree, Bachelor of Science in Business Administration

Lamitie, Sarah Lamitie, Sarah Greater Boston Area Details
Lamitie, Sarah's Boston Private Bank & Trust Company Experience 2002 - Present
Job Vice President & Community Investment Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   2002 - Present
Boston Housing Authority  1998 - 2002
Boston Department of Neighborhood Development   1989 - 1998

Skills
Real Estate Development, Affordable Housing

Education
Tufts University   1986 — 1988

Smith College

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

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

Education
Boston University - School of Management   1986 — 1988
MBA

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

Steven LaPierre Steven LaPierre Greater Boston Area Details
Steven LaPierre's Boston Private Bank & Trust Company Experience 2007 - Present
Job Consultant at Accenture
Industry Banking
Experience
Boston Private Bank & Trust Company   2007 - Present
Rockland Trust Company  2005 - 2007
State Street  1994 - 2004

Education
Plymouth State University   1989 — 1992

Barbara Alesch Barbara Alesch San Francisco Bay Area Details
Barbara Alesch's Boston Private Bank & Trust Company Experience January 2012 - Present
Job Vice President Boston Private Bank & Trust Company Private Wealth Manager
Industry Financial Services
Experience
Boston Private Bank & Trust Company   January 2012 - Present
Borel Private Bank & Trust Company  September 2005 - February 2012
MORGAN FRANICH FREDKIN & MARSH LAW   May 2000 - August 2005
Morgan, Franich, Fredkin & Marsh   2000 - 2005

Skills
Finance, Commercial Banking, Commercial Lending, Loans, Banking, Cash Management, Microsoft Word, Customer Service, Entrepreneurship, Investments, Private Banking, Management, Small Business, Administrative..., Wealth Management, Risk Management, Mortgage Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit, Commercial Mortgages, Retail Banking, Credit Risk, Financial Services

Education
Peterson High School

Peterson High School

San Jose State University

Mary Beth Dooley Mary Beth Dooley Boston, Massachusetts Details
Mary Beth Dooley's Boston Private Bank & Trust Company Experience August 2005 - May 2011
Job Associate at PwC
Industry Accounting
Experience
PwC  September 2012 - Present
Boston Private Bank & Trust Company   August 2005 - May 2011

Skills
Portfolio Management

Education
Northeastern University   2011 — 2012
Master of Accounting/MBA

Bates College   2000 — 2004
BA, Economics

Phillips Exeter Academy   1999 — 2000

Winchester High School   1995 — 1999

Bob Buffum Bob Buffum Greater Boston Area Details
Bob Buffum's Boston Private Bank & Trust Company Experience 1997 - Present
Job SVP at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank & Trust Company   1997 - Present
Recoll Management  1990 - 1996
Bank of New England, NA  1988 - 1990
Rhode Island Hospital Trust Company   1977 - 1988

Skills
Banking, Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Portfolio Management, Loans, Financial Analysis, Credit Analysis

Education
Trinity College-Hartford   1977 — 1977
BA, Economics

Bryant University
MBA

Andy Niemer Andy Niemer Greater Seattle Area Details
Andy Niemer's Boston Private Bank & Trust Company Experience 2002 - May 2013
Job Credit Administration Manager at BECU
Industry Banking
Experience
BECU  May 2013 - Present
Boston Private Bank  September 2008 - May 2013
Boston Private Bank & Trust Company   2002 - May 2013
Charter Bank WA   2002 - May 2013
Charter Bank in Bellevue. WA   2002 - 2011

Skills
Commercial Lending, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Small Business Lending, Commercial Mortgages, Credit Risk, Commercial Banking, Loan Origination, Banking, Lines Of Credit, Loans, Underwriting, Financial Risk, Retail Banking, SBA, Mortgage Banking, Cash Management, Construction Loans, Asset Based Lending, Treasury Management, Refinance, Cross Selling, Risk Management, Private Banking, Financial Structuring, Portfolio Management, Financial Institutions, Mortgage Servicing, Cash Flow Lending, Branch Management, Finance, FHA, Operational Risk, C&I Lending, Community Banking, Bank Secrecy Act

Education
Pacific Coast Banking School   1998 — 2000
Banking, Honor Graduate

University of Puget Sound   1981 — 1983
MBA, Finance

Washington State University   1973 — 1977
BA, Criminal Justice

Mark D. Miller Mark D. Miller Greater Boston Area Details
Mark D. Miller's Boston Private Bank & Trust Company Experience June 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

Courtney R. Young, CRCM Courtney R. Young, CRCM Auburn, Massachusetts Details
Courtney R. Young, CRCM's Boston Private Bank & Trust Company Experience November 2011 - March 2013
Job Compliance/BSA Manager
Industry Banking
Experience
UniBank for Savings  May 2015 - Present
Fidelity Cooperative Bank  October 2014 - April 2015
Admirals Bank  March 2013 - October 2014
Boston Private Bank & Trust Company   November 2011 - March 2013
Sovereign/Santander  July 2010 - December 2011
Rhode Island State Police  September 2008 - December 2008
Office of the State Auditor  June 2008 - August 2008
Office of the State Auditor  June 2007 - August 2007

Skills
Risk, Due Diligence, Audit, Data Analysis, Business Analysis, Fraud, Risk Assessment, Private Banking, Banking, Retail Banking, Financial Risk, AML, Internal Controls, Bank Secrecy Act, OFAC, Risk Management, KYC, USA PATRIOT Act, Enterprise Risk..., Internal Audit, Anti Money Laundering, Operational Risk..., Credit Risk, Credit Analysis, Loans, Operational Risk, Analysis, Credit, Finance, Fraud Detection, Consumer Lending, FHA, Residential Mortgages, Mortgage Lending, Quality Control, Mortgage Banking, Loan Servicing, Risk Analysis, Financial Regulation

Education
Stonehill College   2005 — 2009
Bachelors, Criminology

Stonehill College   2005 — 2009
BS, International Business

CFT Federal Regulatory Compliance School

Barbara Evers Barbara Evers San Francisco Bay Area Details
Barbara Evers's Boston Private Bank & Trust Company Experience September 1993 - Present
Job SVP Community Investment Officer
Industry Banking
Experience
Boston Private Bank & Trust Company   September 1993 - Present
Citibank  1978 - 1992

Skills
Banking, Commercial Banking, Loans, Credit, Private Banking, Portfolio Management, Commercial Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Event Planning, Customer Service, Strategic Planning, Underwriting, Cash Management, Microsoft Office, Finance, Real Estate, Microsoft Excel

Education
San Francisco State University   1972 — 1974
B.A., Social Work Education

Peter O'Keefe Peter O'Keefe Greater Boston Area Details
Peter O'Keefe's Boston Private Bank & Trust Company Experience December 2002 - January 2008
Job Account Executive at Dow Jones & Company
Industry Information Technology and Services
Experience
Dow Jones & Company  June 2008 - Present
Thunderstorm Capital   January 2008 - June 2008
Boston Private Bank & Trust Company   December 2002 - January 2008
First Albany Corporation  May 1998 - November 2002

Skills
Hedge Funds, Salesforce.com, Equities, Relationship Management, Trading, Portfolio Management, Equity Trading, Investment Management, Solution Selling, CRM, Product Management, Customer Retention, SaaS, Management, Banking, Sales, Securities

Education
College of the Holy Cross   1991 — 1995
B.A., English

St. John's Prep   1987 — 1991

Alfred Woodson Alfred Woodson Greater Los Angeles Area Details
Alfred Woodson's Boston Private Bank & Trust Company Experience January 2013 - Present
Job Banking Executive
Industry Banking
Experience
Boston Private Bank & Trust Company   January 2013 - Present
Boston Private Bank & Trust Company   May 2011 - January 2013
First Private Bank & Trust  February 2009 - May 2011
American Cedars Bank (Proposed)   2007 - February 2009
San Diego National Bank  2004 - 2007
Chevy Chase Bank  1993 - 2004
First American Bank  1989 - 1993

Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Credit Risk, Consumer Lending, Financial Services, Financial Structuring, Financial Analysis

Education
Princeton University   1970 — 1974
BA, Political Science

John J. Sullivan John J. Sullivan Boston, Massachusetts Details
John J. Sullivan's Boston Private Bank & Trust Company Experience April 1998 - December 2014
Job EVP at Boston Private Bank, Director of Wealth Management
Industry Banking
Experience
Boston Private Bank & Trust Company   April 1998 - December 2014
Boston Private Bank & Trust Company   2012 - 2014
Boston Private Bank & Trust Company   2005 - 2012
Boston Private Bank & Trust Company   2001 - 2004
Boston Private Bank & Trust Company   1998 - 2000
Citizens Bank  March 1988 - April 1998

Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Loans, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Risk Management

Education
Boston College   1978 — 1984
BA, Business Administration

Rick Tyson Rick Tyson Greater Boston Area Details
Rick Tyson's Boston Private Bank & Trust Company Experience April 2008 - December 2014
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   December 2014 - Present
Boston Private Bank & Trust Company   April 2008 - December 2014
State Street Global Advisors  February 2005 - March 2008
Boston College  2003 - 2005
Fidelity Investments, Charitable Services   1995 - 2003
Merrill Lynch  February 1992 - February 1995

Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving

Education
Lynchburg College   1987 — 1991
BA, Economics

Lawrence Academy   1983 — 1987

Patrick Leahy Patrick Leahy Greater Boston Area Details
Patrick Leahy's Boston Private Bank & Trust Company Experience
Job Vice President at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company  

Skills
Banking, Mortgage Lending, Financial Services

Education
Providence College

Janice Palmer Janice Palmer Greater Boston Area Details
Janice Palmer's Boston Private Bank & Trust Company Experience March 2004 - Present
Job VP/Assistant Controller at Boston Private Bank & Trust Company
Industry Financial Services
Experience
Boston Private Bank & Trust Company   March 2004 - Present
Eagle Bank  1997 - 2004
Salem Five Cents Savings Bank   1994 - 1997

Skills
Banking, Commercial Banking, Cash Management, Credit, Finance, Financial Analysis, Leadership, Risk Management

Education
Salem State University   1993 — 1995
Bachelor's Degree, Business Administration; concentration in Accounting

Flagler College   1991 — 1993
Business Administration

Danvers High School   1987 — 1991
High School Diploma

Daniel Barrie Daniel Barrie Greater Boston Area Details
Daniel Barrie's Boston Private Bank & Trust Company Experience May 2013 - Present
Job SVP & Operational Controller at Boston Private Bank
Industry Banking
Experience
Boston Private Bank & Trust Company   May 2013 - Present
Boston Private Bank & Trust Company   2001 - April 2013
Cape Cod Bank & Trust Company  April 1996 - April 1999
Graystone Mortgage  1991 - 1995

Skills
Investor Relations, Banking, Cash Management, Financial Analysis, Risk Management, Mergers & Acquisitions, Strategic Financial..., Commercial Banking, Credit, Portfolio Management, Loans, Internal Controls, Finance, Treasury Management

Education
Bryant University   1978 — 1981
MBA, Accounting

Clark University   1973 — 1978
BS, Finance

Janie Scott Morose Janie Scott Morose Greenwich, Connecticut Details
Janie Scott Morose's Boston Private Bank & Trust Company Experience January 2003 - December 2012
Job Seeking Volunteer Opportunities
Industry Financial Services
Experience
BNY Mellon  June 2013 - December 2014
Boston Private Bank & Trust Company   January 2003 - December 2012
SSgA Global Advisors   April 2001 - December 2003
State Street Bank and Trust Company/Citizens Bank   October 1994 - October 2000

Skills
Outlook, Microsoft Excel, PowerPoint, Banking, Financial Analysis, Team Building, Commercial Lending, Commercial Banking, Credit, Finance, Risk Management, Management, Loans, Portfolio Management

Education
University of Massachusetts, Amherst   1985 — 1989
BA, Sociology, Psychology, History

Ron Call Ron Call Greater Los Angeles Area Details
Ron Call's Boston Private Bank & Trust Company Experience May 2011 - November 2012
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  November 2014 - Present
Community Bank  November 2012 - November 2014
Boston Private Bank & Trust Company   May 2011 - November 2012
First Private Bank & Trust  July 2005 - May 2011
Bank of America  1989 - 2003

Skills
Marketing Strategy, Loans, Commercial Mortgages, Leadership, Commercial Lending, Small Business Lending, Real Estate, Banking, Credit, Loan Origination, Mortgage Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis

Education
University of Redlands   1985 — 1986
Bachelor's Degree, Business Administration and Management, General

Brigham Young University   1979 — 1983
Business Administration and Management, General

R. Steven Venning R. Steven Venning Boston, Massachusetts Details
R. Steven Venning's Boston Private Bank & Trust Company Experience 2011 - Present
Job Senior Staff Accountant at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   2011 - Present
Monadnock Community Bank  December 1998 - March 2010
Primary Bank   February 1996 - December 1998
Rent-A-Center  August 1993 - August 1995
Sears Catalog Store   March 1984 - April 1993
Kendall G. Lund - Owner and Operator of Sears Catalog Store   March 1983 - February 1984
Larocque, Venning & Jacques,P.C., CPA   1981 - 1982

Skills
Banking, Accounting

Education
Nichols College   1979 — 1983
BS/BA, Accounting

Tilton School   1978 — 1979

Gardner High School   1975 — 1978

Anthony Sprotti Anthony Sprotti San Francisco Bay Area Details
Anthony Sprotti's Boston Private Bank & Trust Company Experience July 2011 - September 2014
Job Credit Analyst at Liberty Bank
Industry Banking
Experience
Liberty Bank  September 2014 - Present
Boston Private Bank & Trust Company   July 2011 - September 2014
Borel Private Bank & Trust Company  March 2010 - June 2011
Borel Private Bank & Trust Company  September 2007 - March 2010
Helm of Sun Valley  March 2003 - September 2007

Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Commercial Lending, Microsoft Excel, Customer Service, Outlook, Finance, Microsoft Office, Account Reconciliation, Access, PowerPoint, Business Analysis

Education
College of San Mateo
Associate of Arts (A.A.), Accounting

Andrew K. Michaud Andrew K. Michaud Greater Boston Area Details
Andrew K. Michaud's Boston Private Bank & Trust Company Experience 2000 - Present
Job Senior Vice President, Commercial Lending at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company   2000 - Present
Bank of Boston, N.A.   1992 - 1999

Education
University of Notre Dame

Université catholique de l'Ouest
Diplôme Supérieur de la Langue Francaise

Nicholas P. Paras Nicholas P. Paras Boston, Massachusetts Details
Nicholas P. Paras's Boston Private Bank & Trust Company Experience November 2012 - February 2013
Job Senior Financial Intelligence Analyst, AVP and Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank  March 2013 - Present
Boston Private Bank & Trust Company   November 2012 - February 2013
Citizens Bank  November 2008 - September 2010
Massachusetts Office of the Attorney General  February 2003 - September 2008
Massachusetts Bureau of Special Investigations   October 1983 - March 2002

Skills
Data Analysis, Due Diligence, OFAC, Fraud, AML, USA PATRIOT Act, Private Investigations, Policy, Employment Law, Analysis, Banking, Process Improvement, Auditing, Training, Risk Management, Financial Services, Investigation, Anti Money Laundering, Bank Secrecy Act, Field Investigations, Financial Risk, Criminal Investigations

Education
Tufts University   1976 — 1981
Bachelor of Arts, Economics

Arlington High School

Jessica Herndon Jessica Herndon San Jose, California Details
Jessica Herndon's Boston Private Bank & Trust Company Experience February 2009 - December 2012
Job Credit Analyst at Avidbank
Industry Banking
Experience
Avidbank  July 2014 - Present
Avidbank  January 2013 - June 2014
Boston Private Bank & Trust Company   February 2009 - December 2012
Five Star Bank - California  December 2005 - January 2009
Private Nanny  2001 - 2002

Skills
Microsoft Office, Horizon, Microsoft Excel, FISERV Signature, Microsoft Word, Nitro PDF Professional, Laser Pro, Management, Loans, Banking, Portfolio Management, Credit, Small Business Lending, Financial Analysis, Lines Of Credit, Commercial Mortgages, Credit Analysis, Asset Based Lending, Mortgage Lending, Commercial Banking

Education
California State University-Sacramento   2002 — 2005
BA