Boston Private Bank and 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 and Trust Company Employees
Employee
Years
Job
Industry
Gwen Kelts, CPA Gwen Kelts, CPA's Boston Private Bank and Trust Company Experience June 2011 - June 2012
Job Strategic Advisor at City of Seattle
Industry Accounting
Experience
City of Seattle March 2015 - Present
City of Seattle September 2013 - March 2015
City of Seattle - Department of Transportation September 2012 - September 2013
Boston Private Bank and Trust Company June 2011 - June 2012
Charter Private Bank March 2008 - May 2011
Argens, Inc February 2008 - March 2008
Federal Mortgage February 2007 - January 2008
Sky Mortgage October 2002 - February 2007
National City Mortgage May 2000 - October 2002
H & R Block January 2000 - January 2001
Skills
General Ledger, Microsoft Excel, Research, Corporate Tax, Communication Skills, Financial Statements, Banking, Sarbanes-Oxley, Accounting Standards, Month End Close, Fixed Assets, Depreciation, Financial Reporting, Accounting, Budget Process, MS Excel Pivot Tables, Internal Controls, Loans, Account Reconciliation, Project Planning, QuickBooks, Financial Analysis, Auditing, Credit, Due Diligence, Accounts Payable, Accounts Receivable, Microsoft Office, Accruals, Change Management, Management, Prologue, Call Reporting, 10K, 10Q, Procedure Manuals, Sage FAS, Residential Mortgages, SEC filings, Budgets, Finance, GAAP, Cash Management, Journal Entries, CPA
Education
Central Washington University
B.S., Accounting
University of Washington
B.A, English
City of Seattle March 2015 - Present
City of Seattle September 2013 - March 2015
City of Seattle - Department of Transportation September 2012 - September 2013
Boston Private Bank and Trust Company June 2011 - June 2012
Charter Private Bank March 2008 - May 2011
Argens, Inc February 2008 - March 2008
Federal Mortgage February 2007 - January 2008
Sky Mortgage October 2002 - February 2007
National City Mortgage May 2000 - October 2002
H & R Block January 2000 - January 2001
Skills
General Ledger, Microsoft Excel, Research, Corporate Tax, Communication Skills, Financial Statements, Banking, Sarbanes-Oxley, Accounting Standards, Month End Close, Fixed Assets, Depreciation, Financial Reporting, Accounting, Budget Process, MS Excel Pivot Tables, Internal Controls, Loans, Account Reconciliation, Project Planning, QuickBooks, Financial Analysis, Auditing, Credit, Due Diligence, Accounts Payable, Accounts Receivable, Microsoft Office, Accruals, Change Management, Management, Prologue, Call Reporting, 10K, 10Q, Procedure Manuals, Sage FAS, Residential Mortgages, SEC filings, Budgets, Finance, GAAP, Cash Management, Journal Entries, CPA
Education
Central Washington University
B.S., Accounting
University of Washington
B.A, English
Lisa Craig Lisa Craig's Boston Private Bank and Trust Company Experience September 2012 - September 2014
Job
Industry Financial Services
Experience
Boston Private Bank and Trust Company September 2012 - September 2014
Simmons School of Management Alumnae Association June 2011 - December 2012
Simmons College and Simmons School of Management March 2010 - September 2012
Simmons School of Management June 2012 - August 2012
Exit Planning Exchange (XPX) February 2011 - March 2011
Families First Parenting Programs April 2008 - June 2008
Trek Consulting LLC September 2005 - September 2006
Bank of Boston June 1983 - January 1994
Skills
Non-profits, Fundraising, Grant Writing, Event Planning, Research, Community Outreach, Higher Education, Public Speaking, Program Development, Teaching, Volunteer Management, Editing, Staff Development, Data Analysis, Program Evaluation, Nonprofits
Education
Simmons College - Simmons School of Management 2007 — 2011
MBA, Highest Honors
Smith College 1979 — 1983
BA, Art History
Boston Private Bank and Trust Company September 2012 - September 2014
Simmons School of Management Alumnae Association June 2011 - December 2012
Simmons College and Simmons School of Management March 2010 - September 2012
Simmons School of Management June 2012 - August 2012
Exit Planning Exchange (XPX) February 2011 - March 2011
Families First Parenting Programs April 2008 - June 2008
Trek Consulting LLC September 2005 - September 2006
Bank of Boston June 1983 - January 1994
Skills
Non-profits, Fundraising, Grant Writing, Event Planning, Research, Community Outreach, Higher Education, Public Speaking, Program Development, Teaching, Volunteer Management, Editing, Staff Development, Data Analysis, Program Evaluation, Nonprofits
Education
Simmons College - Simmons School of Management 2007 — 2011
MBA, Highest Honors
Smith College 1979 — 1983
BA, Art History
David Glen CFP®, CFA David Glen CFP®, CFA's Boston Private Bank and Trust Company Experience November 1999 - December 2013
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
Allie Fabiani's Boston Private Bank and Trust Company Experience June 2009 - August 2009
Job Account Manager at BrewLife Agency, a W2O Company
Industry Marketing and Advertising
Experience
BrewLife Agency, a W2O Company February 2015 - Present
Eleven, Inc. August 2014 - October 2014
Sparkart Group, Inc September 2013 - August 2014
Fireside21 January 2012 - August 2013
Strategic Practical Thinking September 2011 - January 2012
Venga February 2011 - May 2011
Abroad Circle September 2010 - April 2011
Foley and Lardner LLP June 2010 - August 2010
Boston Private Bank and Trust Company June 2009 - August 2009
Skills
Social Media, Account Management, Facebook, Business Development, Social Media Marketing, Microsoft Office, Marketing Communications, Customer Service, Blogging, Web Project Management, Leadership, Marketing
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Marketing
Universidad Pontificia Comillas (Spring 2010) 2010 — 2010
BrewLife Agency, a W2O Company February 2015 - Present
Eleven, Inc. August 2014 - October 2014
Sparkart Group, Inc September 2013 - August 2014
Fireside21 January 2012 - August 2013
Strategic Practical Thinking September 2011 - January 2012
Venga February 2011 - May 2011
Abroad Circle September 2010 - April 2011
Foley and Lardner LLP June 2010 - August 2010
Boston Private Bank and Trust Company June 2009 - August 2009
Skills
Social Media, Account Management, Facebook, Business Development, Social Media Marketing, Microsoft Office, Marketing Communications, Customer Service, Blogging, Web Project Management, Leadership, Marketing
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Marketing
Universidad Pontificia Comillas (Spring 2010) 2010 — 2010
Nicholas Tarvainen Nicholas Tarvainen's Boston Private Bank and Trust Company Experience June 2007 - August 2007
Job Senior Web Operations Analyst at Liberty Mutual Insurance
Industry Internet
Experience
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance March 2011 - May 2014
Liberty Mutual Insurance March 2010 - March 2011
Liberty Mutual Insurance March 2009 - March 2010
Liberty Mutual Insurance June 2008 - March 2009
Boston Private Bank and Trust Company June 2007 - August 2007
Boston Private Bank and Trust Company June 2005 - August 2005
Skills
Omniture, PowerPoint, Business Analysis, Web Development, Project Management, Microsoft Excel, JavaScript, Microsoft Word, Photoshop, Usability, HTML + CSS, Interwoven, Fatwire, Axure, Adobe Creative Suite, Visual Basic, Access, User Experience, Mobile, Social Media, Direct Marketing, DBVisualizer, ExactTarget, SQL, Digital Marketing, Customer Support, Functional Requirements, Requirements Gathering, InDesign, Mobile Phone Apps, Mobile Devices, HTML
Education
George Mason University 2004 — 2008
BS, Management
George Mason University - School of Management 2004 — 2008
B.S., Management
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance March 2011 - May 2014
Liberty Mutual Insurance March 2010 - March 2011
Liberty Mutual Insurance March 2009 - March 2010
Liberty Mutual Insurance June 2008 - March 2009
Boston Private Bank and Trust Company June 2007 - August 2007
Boston Private Bank and Trust Company June 2005 - August 2005
Skills
Omniture, PowerPoint, Business Analysis, Web Development, Project Management, Microsoft Excel, JavaScript, Microsoft Word, Photoshop, Usability, HTML + CSS, Interwoven, Fatwire, Axure, Adobe Creative Suite, Visual Basic, Access, User Experience, Mobile, Social Media, Direct Marketing, DBVisualizer, ExactTarget, SQL, Digital Marketing, Customer Support, Functional Requirements, Requirements Gathering, InDesign, Mobile Phone Apps, Mobile Devices, HTML
Education
George Mason University 2004 — 2008
BS, Management
George Mason University - School of Management 2004 — 2008
B.S., Management
Gary L. Garber's Boston Private Bank and Trust Company Experience 2007 - 2015
Job CHIEF INFORMATION OFFICER Technology, Operations and Business Strategy
Industry Information Technology and Services
Experience
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Elizabeth Hubbard Elizabeth Hubbard's Boston Private Bank and Trust Company Experience July 2006 - June 2012
Job Barista at Starbucks Coffee Company
Industry Retail
Experience
Starbucks August 2012 - Present
Amai Day Spa April 2013 - November 2013
Boston Private Bank and Trust Company July 2006 - June 2012
Skills
Customer Service, Retail, Microsoft Office, Management, Sales, Telephone Skills, Social Networking, Cashiering
Education
Shoreline Community College 2003 — 2005
Evergreen Beauty & Barber College-Everett
Master Esthetician's License, Esthetics, Completed
Evergreen Beauty & Barber College-Everett
Esthetician License, Esthetics, Competed with accolades
Starbucks August 2012 - Present
Amai Day Spa April 2013 - November 2013
Boston Private Bank and Trust Company July 2006 - June 2012
Skills
Customer Service, Retail, Microsoft Office, Management, Sales, Telephone Skills, Social Networking, Cashiering
Education
Shoreline Community College 2003 — 2005
Evergreen Beauty & Barber College-Everett
Master Esthetician's License, Esthetics, Completed
Evergreen Beauty & Barber College-Everett
Esthetician License, Esthetics, Competed with accolades
Leslie Wetzel Theodore's Boston Private Bank and Trust Company Experience February 1992 - January 1994
Job Director, Women in Leadership and Philanthropy
Industry Higher Education
Experience
University of San Francisco July 2014 - Present
Accion December 2012 - June 2014
Accion July 1997 - December 2012
US Agency for International Development February 2003 - September 2003
EARTH University January 1996 - June 1997
Boston Private Bank and Trust Company February 1992 - January 1994
Skills
Business Planning, Project Finance, Budgets, Microfinance, International..., Capacity Building, Fundraising, Social Entrepreneurship, Economic Development, Philanthropy, Strategic Planning, Program Development, International Relations, Grants, Grant Writing, Mentoring, Proposal Writing, NGOs, Corporate Social..., Emerging Markets, Policy, Latin America, Public/private..., Qualitative Research, Analysis, Program Evaluation, Social Impact, Economics, Strategy, Program Management, Partnerships, Business Strategy, Social Enterprise, Annual Giving, Organizational..., Volunteer Management, Foreign Policy, Non-profit..., Human Rights, Entrepreneurship, Politics, Public Relations, Sustainable Development, Technical Assistance, Rural Development, Community Outreach, Stewardship
Education
The American College 2013 — 2013
Chartered Advisor in Philanthropy
Thunderbird School of Global Management 1994 — 1995
MBA, Marketing, Economic Development, Latin America
Franklin & Marshall College 1987 — 1991
BA, Sociology and English
University of San Francisco July 2014 - Present
Accion December 2012 - June 2014
Accion July 1997 - December 2012
US Agency for International Development February 2003 - September 2003
EARTH University January 1996 - June 1997
Boston Private Bank and Trust Company February 1992 - January 1994
Skills
Business Planning, Project Finance, Budgets, Microfinance, International..., Capacity Building, Fundraising, Social Entrepreneurship, Economic Development, Philanthropy, Strategic Planning, Program Development, International Relations, Grants, Grant Writing, Mentoring, Proposal Writing, NGOs, Corporate Social..., Emerging Markets, Policy, Latin America, Public/private..., Qualitative Research, Analysis, Program Evaluation, Social Impact, Economics, Strategy, Program Management, Partnerships, Business Strategy, Social Enterprise, Annual Giving, Organizational..., Volunteer Management, Foreign Policy, Non-profit..., Human Rights, Entrepreneurship, Politics, Public Relations, Sustainable Development, Technical Assistance, Rural Development, Community Outreach, Stewardship
Education
The American College 2013 — 2013
Chartered Advisor in Philanthropy
Thunderbird School of Global Management 1994 — 1995
MBA, Marketing, Economic Development, Latin America
Franklin & Marshall College 1987 — 1991
BA, Sociology and English
Marc Gearin's Boston Private Bank and Trust Company Experience April 1995 - July 2000
Job Private Banking at BNY Mellon
Industry Banking
Experience
BNY Mellon Wealth Management September 2009 - Present
Wells Fargo August 2006 - September 2009
GuardHill Financial Corp September 2000 - August 2006
Boston Private Bank and Trust Company April 1995 - July 2000
Skills
Mortgage Lending, Credit Analysis, Banking, Mortgage Banking, Investments, Loans, Private Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Securities, Asset Management, Alternative Investments, Equities, Credit, Loan Origination
Education
Suffolk University - Sawyer Business School 1991 — 1994
Masters of Business Administration, Finance
Connecticut College 1981 — 1985
Bachelor of Arts, Economics and English
Saint John's High School - Shrewsbury, MA 1977 — 1981
High School
BNY Mellon Wealth Management September 2009 - Present
Wells Fargo August 2006 - September 2009
GuardHill Financial Corp September 2000 - August 2006
Boston Private Bank and Trust Company April 1995 - July 2000
Skills
Mortgage Lending, Credit Analysis, Banking, Mortgage Banking, Investments, Loans, Private Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Securities, Asset Management, Alternative Investments, Equities, Credit, Loan Origination
Education
Suffolk University - Sawyer Business School 1991 — 1994
Masters of Business Administration, Finance
Connecticut College 1981 — 1985
Bachelor of Arts, Economics and English
Saint John's High School - Shrewsbury, MA 1977 — 1981
High School
Tobi Mason's Boston Private Bank and Trust Company Experience March 2012 - Present
Job Senior Vice President, Boston Private Bank Wealth
Industry Investment Management
Experience
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics