Boston Safe Deposit and Trust Company
Located in: One Boston PlaceAddress: 1 Boston Pl # 2100, Boston, MA 02108 Phone: (617) 722-7000Website: : : : Hours: Category: Place name: : : : Website: https://www.thebostoncompany.com/web/tbc/our-history Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Boston Safe Deposit & Trust Co Posting publicly on the Web Write a review Reviews 1 Google review
Boston Safe Deposit and Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Safe Deposit and Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Boston Safe Deposit and Trust Company Employees
Bank of America November 1990 - Present
Boston Safe Deposit and Trust Company December 1985 - November 1990
Boston Five Cents Savings Bank 1983 - 1985
Skills
Credit Analysis, Loan Origination, Loans, Refinance, VA loans, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Credit, USDA, Mortgage Underwriting, FHA financing
Education
University of Massachusetts, Amherst
Cheryl Gross & Associates March 1994 - Present
The Boston Five Cents Savings Bank, FSB 1989 - 1994
Boston Safe Deposit and Trust Company 1985 - 1989
Boston Safe Deposit and Trust Company 1985 - 1989
Skills
Loans, Mortgage Lending, Credit Analysis, Banking, Credit, Portfolio Management, Commercial Lending, Small Business Lending, Business Development, Loan Origination, New Business Development, Strategy, Retail Banking, Financial Services, Mortgage Banking, Consumer Lending, Requirements Analysis, Requirements Management, Strategic Planning
Education
Babson College
MBA, Concentration in Finance
St Lawrence University
BS, Psychology, History and Education
Santander Bank, N.A. (Sovereign Bank) 2000 - Present
Citizens Bank 1999 - 2000
State Street 1995 - 1999
First National Bank of Boston 1993 - 1995
Boston Safe Deposit and Trust Company 1987 - 1993
State Street 1985 - 1987
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Asset Based Lending, Loans, Lines Of Credit, Cash Management, Treasury Management, Loan Origination, Credit Risk
Education
Providence College
B.S., Finance
Mortgage Network, Inc. June 2015 - Present
North Easton Savings Bank January 2012 - May 2015
Dedham Savings 1997 - 2012
NeighborWorks of Southern Massachusetts 2004 - 2011
Carlson Mortgage 1997 - 1997
Boston Safe Deposit and Trust Company 1988 - 1997
Citicorp Mortgage 1986 - 1988
Skills
Residential Mortgages, Conventional Loans, Home Equity Loans, Jumbo Loans, Refinance, Construction Loans, Adjustable Rate Loans, PMI, Credit, Credit Scoring, Workshop Presenter, Fannie Mae, Freddie Mac, Customer Satisfaction, Marketing Communications, Event Planning, First Time Home Buyers, Mortgage Lending, Home Equity Lines of..., Loan Origination, Workshop Facilitation, Non-profit Volunteer, Finance, Workshops, Real Estate Transactions, Mortgage Underwriting, FHA, USDA, 203K, FHA financing, Certified Mortgage...
Education
Emerson College
MA
State University of New York College at Oneonta
BS
State Street Bank February 1985 - Present
PMI MassBay Chapter May 2011 - Present
State Street Corporation 1985 - Present
South Shore Habitat for Humanity 2009 - 2012
PMI - Mass Bay October 2008 - January 2009
Boston Safe Deposit and Trust Company June 1976 - February 1985
BNY Mellon 1976 - 1985
Skills
Program Management, Fundraising, Process Improvement, Risk Management, Project Management, Vendor Management, Strategic Planning, Change Management, Business Analysis, Project Planning, Team Building, PMP, Business Process..., Management, Strategy, Analysis, Leadership, Cross-functional Team..., Finance, SDLC, Software Project..., PMO
Education
Emmanuel College 1991 — 2001
Bachelors of Science, Management
Veritude December 2011 - Present
Fidelity Pricing and Cash Management Services February 1996 - April 2009
Fidelity Investments January 1996 - April 2009
FIDELITY PRICING AND CASH MANAGEMENT SERVICES January 1996 - January 2009
Fidelity Pricing and Cash Management Services January 1996 - January 2004
Boston Safe Deposit and Trust Company February 1985 - June 1995
Boston Company Advisors April 1986 - October 1994
BOSTON SAFE DEPOSIT AND TRUST COMPANY April 1986 - October 1994
BOSTON COMPANY January 1986 - January 1994
Gardener and Preston Moss 1977 - 1988
Skills
Word, Excel, Sametime, PowerPoint, Outlook, Access, Microsoft Office, Microsoft Word, Microsoft Excel, Securities, Financial Services, Asset Management, Trading, Equities, Financial Risk, Management, Banking, Bloomberg, Mutual Funds, Fixed Income
Education
Boston College 1970 — 1974
BS, Accounting
Boston College
Accounting
Concord Investment Counsel Vice President - Sr. Trust OfficerU S Trust Company1994 - August 2000
Boston Safe Deposit and Trust Company October 1989 - 1994
Bank of America 1984 - 1987
Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Series 63, Strategic Financial..., Series 65, Investment Strategies, Private Equity, Securities, Wealth Management..., Asset Management, Mergers & Acquisitions, Alternative Investments, Management, Mutual Funds, Series 7, Retirement Planning, High Net Worth..., Program Management, Equities, Hedge Funds, Fixed Income, Estate Planning, Retirement, Financial Advisory, 401k, Portfolio Management, Bonds, Financial Services, Investment Advisory
Education
Arizona State University 1981 — 1982
BS, Finance
Colorado State University 1978 — 1981
Finance
Smoky Hill High School 1975 — 1978
JC Penney November 1991 - Present
Janney Montgomery Scott October 1986 - 1990
Woolspun Yarn Company 1983 - 1985
Boston Safe Deposit and Trust Company 1979 - 1983
Skills
Merchandising, Sales Operations, Sales, Visual Merchandising, Time Management, Customer Service, Trend Analysis, Retail, Store Operations, Sales Management, Retail Sales, Customer Experience, Inventory Control, Apparel, Inventory Management, Fashion, Profit, Store Management, Loss Prevention, Customer Satisfaction, Hiring, Trend, Cashiering, Wholesale, Assortment, Merchandise Planning
Education
Bowling Green State University 1974 — 1979
Bachelor of Science, Art Education, French Education