Boston Private Bank & Trust Company
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Boston Private Bank & Trust Company November 1985 - Present
Skills
1031 Exchanges, Trusts, Trust Services
Education
University of Arizona 1971 — 1975
BA, Psychology & Sociology
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
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
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
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
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
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
Boston Private January 2013 - Present
Boston Private Bank & Trust Company July 1999 - Present
Santa's Magic, Inc. May 2009 - Present
BankBoston 1992 - July 1999
U.S. Army 1988 - 1991
Skills
Loans, Commercial Lending, Credit Analysis, Underwriting, Mortgage Lending, Credit, Consumer Lending, Wealth Management, Credit Risk, Risk Management, Banking, Portfolio Management, Relationship Management, Asset Management, Commercial Banking
Education
Boston University - School of Management 1986 — 1988
MBA
Virginia Military Institute 1982 — 1986
Bachelor of Arts (B.A.), History and Modern Languages
Boston Private Bank & Trust Company 2007 - Present
Rockland Trust Company 2005 - 2007
State Street 1994 - 2004
Education
Plymouth State University 1989 — 1992
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
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
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
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
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
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
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
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
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
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
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
Boston Private Bank & Trust Company
Skills
Banking, Mortgage Lending, Financial Services
Education
Providence College
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
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
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
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
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
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
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
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
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