Bridgewater Credit Union
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Bridgewater Credit Union Employees
Employee
Years
Job
Industry
Dale E. Fox III Dale E. Fox III's Bridgewater Credit Union Experience November 2008 - July 2010
Job Customer Service Rep I
Industry Government Administration
Experience
Bridgewater Credit Union November 2008 - July 2010
Endless Fraud Detection February 2009 - December 2009
Bridgewater Credit Union April 2007 - November 2008
South Shore Savings Bank August 2003 - January 2007
H&R Block February 2000 - April 2004
South Shore Savings Bank June 2000 - August 2003
Skills
Customer Service, Leadership, Management, Sales, Training, Microsoft Office, Finance, Public Speaking, Banking, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
Masters, Accounting and Financial Management
Utica College 2007 — 2008
M.B.A., Economic Crime and Fraud Management
New England College of Finance 2006 — 2007
Certificate, Forensic Accounting
Eastern Nazarene College 2005 — 2007
Bachelors, Business Administration
Bentley University 2003 — 2003
None, Finance and Branch Management
Massasoit Community College 1999 — 2001
Associates, Electronics Technology
University of Massachusetts Dartmouth 1997 — 1999
None, Electrical Engineering
Bridgewater Credit Union November 2008 - July 2010
Endless Fraud Detection February 2009 - December 2009
Bridgewater Credit Union April 2007 - November 2008
South Shore Savings Bank August 2003 - January 2007
H&R Block February 2000 - April 2004
South Shore Savings Bank June 2000 - August 2003
Skills
Customer Service, Leadership, Management, Sales, Training, Microsoft Office, Finance, Public Speaking, Banking, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
Masters, Accounting and Financial Management
Utica College 2007 — 2008
M.B.A., Economic Crime and Fraud Management
New England College of Finance 2006 — 2007
Certificate, Forensic Accounting
Eastern Nazarene College 2005 — 2007
Bachelors, Business Administration
Bentley University 2003 — 2003
None, Finance and Branch Management
Massasoit Community College 1999 — 2001
Associates, Electronics Technology
University of Massachusetts Dartmouth 1997 — 1999
None, Electrical Engineering
Jordan Maurer Jordan Maurer's Bridgewater Credit Union Experience April 2013 - July 2014
Job Waitress at Bertucci's
Industry Marketing and Advertising
Experience
Credit Union WaitressBertucci'sAugust 2014 - Present
Bridgewater Credit Union April 2013 - July 2014
JNL Dry Cleaners Inc June 2008 - April 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Accounting, Microsoft Word, PowerPoint, Financial Analysis, Management, Leadership, Teamwork
Education
University of Massachusetts Boston 2014 — 2016
Business Administration, concentration in Marketing
Bristol Community College 2012 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, GPA 3.93
Credit Union WaitressBertucci'sAugust 2014 - Present
Bridgewater Credit Union April 2013 - July 2014
JNL Dry Cleaners Inc June 2008 - April 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Accounting, Microsoft Word, PowerPoint, Financial Analysis, Management, Leadership, Teamwork
Education
University of Massachusetts Boston 2014 — 2016
Business Administration, concentration in Marketing
Bristol Community College 2012 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, GPA 3.93
Bridgette L. Gill-Kilsby Bridgette L. Gill-Kilsby's Bridgewater Credit Union Experience April 1999 - January 2000
Job Member Service Representative at Sharon Credit Union
Industry Banking
Experience
Sharon Credit Union January 2000 - Present
Bridgewater Credit Union April 1999 - January 2000
North Easton Savings Bank September 1992 - November 1996
Skills
Microsoft Office, Public Speaking, PowerPoint, Accounting, Customer Service, Customer Relations, Banking, Coaching, Word, Excel, Credit, Budgeting, Administration, Financial Analysis, Team Building, Negotiation, Mentoring, Teamwork, Team Leadership, Retail, Public Relations, Supervisory Skills, Financial Reporting, Teaching, Employee Relations, Time Management, Windows, Economics, Consumer Lending, Microsoft Excel, Management, Microsoft Word, Leadership, Retail Banking, Loans, Mortgage Lending, Financial Services, Finance
Education
Newbury College 1994 — 1997
Associates Degree, Business Management
Champlain College 1991 — 1992
Court Stenography
Falmouth High School 1987 — 1991
General Studies, Class of 1991
Sharon Credit Union January 2000 - Present
Bridgewater Credit Union April 1999 - January 2000
North Easton Savings Bank September 1992 - November 1996
Skills
Microsoft Office, Public Speaking, PowerPoint, Accounting, Customer Service, Customer Relations, Banking, Coaching, Word, Excel, Credit, Budgeting, Administration, Financial Analysis, Team Building, Negotiation, Mentoring, Teamwork, Team Leadership, Retail, Public Relations, Supervisory Skills, Financial Reporting, Teaching, Employee Relations, Time Management, Windows, Economics, Consumer Lending, Microsoft Excel, Management, Microsoft Word, Leadership, Retail Banking, Loans, Mortgage Lending, Financial Services, Finance
Education
Newbury College 1994 — 1997
Associates Degree, Business Management
Champlain College 1991 — 1992
Court Stenography
Falmouth High School 1987 — 1991
General Studies, Class of 1991
Stacey Cocco Stacey Cocco's Bridgewater Credit Union Experience June 2015 - Present
Job Commercial Business Development Officer at Bridgewater Credit Union
Industry Banking
Experience
Bridgewater Credit Union June 2015 - Present
Bank of America December 2013 - January 2015
Citizens Financial Group April 2012 - December 2013
South Coastal Bank March 2010 - April 2012
South Shore Savings Bank January 2007 - March 2010
Skills
Mortgage Lending, Small Business, Accounting, Customer Service, Strategic Planning, Banking, New Business Development, Loans, Credit, Financial Analysis, Teamwork, Customer Satisfaction, Value Selling, Leadership, Strategy, Management, Finance, CRM, Portfolio Management
Education
New England College Of Business 2010 — 2010
Associates Degree, Business Administration - Commercial Lending
New England College of Business 2010 — 2010
Bachelor of Science Business Administration, Accounting
Babson College 2008 — 2009
Certificate, NE School for Financial Studies
Suffolk University 1981 — 1985
Accounting
Quincy High School
Bridgewater Credit Union June 2015 - Present
Bank of America December 2013 - January 2015
Citizens Financial Group April 2012 - December 2013
South Coastal Bank March 2010 - April 2012
South Shore Savings Bank January 2007 - March 2010
Skills
Mortgage Lending, Small Business, Accounting, Customer Service, Strategic Planning, Banking, New Business Development, Loans, Credit, Financial Analysis, Teamwork, Customer Satisfaction, Value Selling, Leadership, Strategy, Management, Finance, CRM, Portfolio Management
Education
New England College Of Business 2010 — 2010
Associates Degree, Business Administration - Commercial Lending
New England College of Business 2010 — 2010
Bachelor of Science Business Administration, Accounting
Babson College 2008 — 2009
Certificate, NE School for Financial Studies
Suffolk University 1981 — 1985
Accounting
Quincy High School
Erik Williams Erik Williams's Bridgewater Credit Union Experience May 2008 - September 2009
Job Educational Support Personnel at Middleborough High School
Industry Financial Services
Experience
Middleborough High School October 2014 - Present
Cardinal Spellman High School September 2012 - Present
Middleborough High School November 2014 - Present
Flagship Harbor Advisors October 2013 - April 2014
South Shore Arthritis Walk November 2008 - April 2014
Atlantic Advisers Insurance Agency January 2011 - October 2013
The Bulfinch Group January 2010 - October 2013
Bridgewater Credit Union May 2008 - September 2009
Sovereign Bank September 2007 - May 2008
Sovereign Bank April 2005 - September 2007
Skills
Asset Management, Asset Managment, Banking, Budgets, Cash Management, Coaching, Credit, Customer Service, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Helping Clients Succeed, Insurance, Investments, Leadership, Life Insurance, Loans, Management, Marketing, Microsoft Excel, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Sales Operations, Securities, Small Business, Strategic Financial...
Education
Bates College 1999 — 2003
Sacred Heart High School 1996 — 1999
Middleborough High School October 2014 - Present
Cardinal Spellman High School September 2012 - Present
Middleborough High School November 2014 - Present
Flagship Harbor Advisors October 2013 - April 2014
South Shore Arthritis Walk November 2008 - April 2014
Atlantic Advisers Insurance Agency January 2011 - October 2013
The Bulfinch Group January 2010 - October 2013
Bridgewater Credit Union May 2008 - September 2009
Sovereign Bank September 2007 - May 2008
Sovereign Bank April 2005 - September 2007
Skills
Asset Management, Asset Managment, Banking, Budgets, Cash Management, Coaching, Credit, Customer Service, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Helping Clients Succeed, Insurance, Investments, Leadership, Life Insurance, Loans, Management, Marketing, Microsoft Excel, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Sales Operations, Securities, Small Business, Strategic Financial...
Education
Bates College 1999 — 2003
Sacred Heart High School 1996 — 1999
Nelson Tavares Nelson Tavares's Bridgewater Credit Union Experience 2005 - 2008
Job Vice President of Lending & Retail Administration at Taunton Federal Credit Union
Industry Banking
Experience
Taunton Federal Credit Union July 2012 - Present
First Citizens' Federal Credit Union April 2008 - June 2012
Bridgewater Credit Union 2005 - 2008
The Mortgage Group January 2004 - January 2005
Skills
Retail Banking and..., Commercial Mortgages, Residential Mortgages, Commercial Lending, Consumer Lending, New Business Development, Property Management, Retail Banking, Loans, Small Business Lending, Banking, Small Business, Business Development, Customer Service, Credit, Risk Management, Mortgage Lending
Education
University of Massachusetts Dartmouth 2009 — 2012
Masters, Business Administration (MBA)
Massachusetts Bankers Association 2013 — 2014
New England School of Financial Studies
Taunton Federal Credit Union July 2012 - Present
First Citizens' Federal Credit Union April 2008 - June 2012
Bridgewater Credit Union 2005 - 2008
The Mortgage Group January 2004 - January 2005
Skills
Retail Banking and..., Commercial Mortgages, Residential Mortgages, Commercial Lending, Consumer Lending, New Business Development, Property Management, Retail Banking, Loans, Small Business Lending, Banking, Small Business, Business Development, Customer Service, Credit, Risk Management, Mortgage Lending
Education
University of Massachusetts Dartmouth 2009 — 2012
Masters, Business Administration (MBA)
Massachusetts Bankers Association 2013 — 2014
New England School of Financial Studies
Amanda Maheux's Bridgewater Credit Union Experience 2010 - 2011
Job Paralegal at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street September 2013 - September 2014
State Street March 2012 - September 2013
State Street June 2011 - March 2012
Bridgewater Credit Union 2010 - 2011
Skills
Financial Analysis, Customer Service, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Leadership, Consumer Lending, Stock Market, Loans, Accounting, Budgets, Sales, Customer Satisfaction, Data Analysis, Forecasting, Microsoft Excel, Social Media, Social Networking, Time Management
Education
Boston University 2013 — 2013
Paralegal Certificate
Roger Williams University 2006 — 2010
Bachelor of Science, Criminal Justice
State Street September 2014 - Present
State Street September 2013 - September 2014
State Street March 2012 - September 2013
State Street June 2011 - March 2012
Bridgewater Credit Union 2010 - 2011
Skills
Financial Analysis, Customer Service, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Leadership, Consumer Lending, Stock Market, Loans, Accounting, Budgets, Sales, Customer Satisfaction, Data Analysis, Forecasting, Microsoft Excel, Social Media, Social Networking, Time Management
Education
Boston University 2013 — 2013
Paralegal Certificate
Roger Williams University 2006 — 2010
Bachelor of Science, Criminal Justice
Chrissy McDermott Chrissy McDermott's Bridgewater Credit Union Experience January 2004 - January 2008
Job Oracle/Hyperion Solutions Consultant
Industry Computer Software
Experience
Quantum EPM November 2013 - Present
Acuity Analytics November 2010 - November 2013
Oracle March 2010 - November 2010
Oracle Corporation September 2008 - April 2010
Bridgewater Credit Union January 2004 - January 2008
Direct Federal Credit Union January 2003 - January 2004
Direct Federal Credit Union January 2000 - December 2003
Direct Federal Credit Union 1998 - 2003
Direct Federal Credit Union January 1999 - January 2000
Direct Federal Credit Union January 1998 - January 1999
Skills
Salesforce.com, Lead Generation, Cold Calling, Business Development, Sales Process, Account Management, Solution Selling, New Business Development, Marketing Strategy, Direct Sales, CRM, Selling, Process Improvement, Sales, Training, Contract Negotiation, Analytics, SaaS, Leadership, Sales Operations, Enterprise Software, Business Intelligence
Education
Plymouth State University 1989 — 1994
Bachelor of Science, Psychology
Hingham High School 1987 — 1989
Quantum EPM November 2013 - Present
Acuity Analytics November 2010 - November 2013
Oracle March 2010 - November 2010
Oracle Corporation September 2008 - April 2010
Bridgewater Credit Union January 2004 - January 2008
Direct Federal Credit Union January 2003 - January 2004
Direct Federal Credit Union January 2000 - December 2003
Direct Federal Credit Union 1998 - 2003
Direct Federal Credit Union January 1999 - January 2000
Direct Federal Credit Union January 1998 - January 1999
Skills
Salesforce.com, Lead Generation, Cold Calling, Business Development, Sales Process, Account Management, Solution Selling, New Business Development, Marketing Strategy, Direct Sales, CRM, Selling, Process Improvement, Sales, Training, Contract Negotiation, Analytics, SaaS, Leadership, Sales Operations, Enterprise Software, Business Intelligence
Education
Plymouth State University 1989 — 1994
Bachelor of Science, Psychology
Hingham High School 1987 — 1989
Corey Lumaghini Corey Lumaghini's Bridgewater Credit Union Experience June 2006 - September 2007
Job Laborer at Massachusetts Department of Conservation and Recreation
Industry Publishing
Experience
Pearson February 2009 - Present
Massachusetts Department of Conservation and Recreation October 2005 - Present
Bridgewater Credit Union June 2006 - September 2007
Education
Quincy College
AA, Business Administration
Pearson February 2009 - Present
Massachusetts Department of Conservation and Recreation October 2005 - Present
Bridgewater Credit Union June 2006 - September 2007
Education
Quincy College
AA, Business Administration
Mayla Martin Mayla Martin's Bridgewater Credit Union Experience October 2011 - Present
Job Mortgage Underwriting Supervisor at Bridgewater Credit Union
Industry Banking
Experience
Bridgewater Credit Union October 2011 - Present
Wainwright Bank July 2009 - April 2012
NationsHeritage Federal Credit Union December 2007 - August 2010
American Home Mortgage October 2003 - August 2007
Fleet Mortgage 1995 - 2000
Education
Johnson & Wales University 1998 — 1999
Accounting
Bridgewater Credit Union October 2011 - Present
Wainwright Bank July 2009 - April 2012
NationsHeritage Federal Credit Union December 2007 - August 2010
American Home Mortgage October 2003 - August 2007
Fleet Mortgage 1995 - 2000
Education
Johnson & Wales University 1998 — 1999
Accounting
Renée Bonneau's Bridgewater Credit Union Experience August 2012 - January 2013
Job Administrative Assistant at Rockland Trust Investment Management Group
Industry Banking
Experience
Rockland Trust July 2015 - Present
Rockland Trust January 2013 - July 2015
Bridgewater Credit Union August 2012 - January 2013
Sovereign Bank October 2010 - August 2012
Skills
Banking, Retail Banking, Cash Management, Deposits, Branch Banking, Bank Secrecy Act, Teller Operations, Customer Service
Education
Bridgewater State University 2010 — 2015
Bachelor's degree, Business Administration and Management, General
Rockland Trust July 2015 - Present
Rockland Trust January 2013 - July 2015
Bridgewater Credit Union August 2012 - January 2013
Sovereign Bank October 2010 - August 2012
Skills
Banking, Retail Banking, Cash Management, Deposits, Branch Banking, Bank Secrecy Act, Teller Operations, Customer Service
Education
Bridgewater State University 2010 — 2015
Bachelor's degree, Business Administration and Management, General
Jim Quinlan, C.R.P.C.'s Bridgewater Credit Union Experience 2006 - 2007
Job Chartered Retirement Planning Councilor at With Integrity Wealth Management
Industry Investment Management
Experience
With Integrity Wealth Management January 2014 - Present
Rockland Trust Financial Services February 2010 - December 2013
TD Bank USA September 2007 - February 2010
Bridgewater Credit Union 2006 - 2007
John Hancock 2003 - 2006
John Hancock 2001 - 2003
Skills
Investment Advisory, Financial Planning, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Long Term Care, Retirement Income..., Retirement Planning, Annuities, Investment Strategies, Bonds, Municipal Bonds, 401k Rollovers, IRA's, Financial Management, Portfolio Management, Portfolio Strategy, Asset Management, Asset Protection, Strategic Financial..., Retirement, IRAs, Fixed Annuities, Series 6, Managerial Finance, Asset Managment, Long-term Care, Financial Services, Series 7, Asset Allocation, Insurance, Investments, Securities, Small Business, Life Insurance, Finance, Wealth Management, Series 63, Pensions, Wealth Management..., Financial Planners, FINRA, Disability Insurance, 401k, ETFs, Financial Advisory, Estate Planning, Series 65, Alternative Investments
Education
Lesley University 2000 — 2002
Masters of Science, Managment
Massachusetts College of Liberal Arts 1996 — 2000
B.A., Psychology
With Integrity Wealth Management January 2014 - Present
Rockland Trust Financial Services February 2010 - December 2013
TD Bank USA September 2007 - February 2010
Bridgewater Credit Union 2006 - 2007
John Hancock 2003 - 2006
John Hancock 2001 - 2003
Skills
Investment Advisory, Financial Planning, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Long Term Care, Retirement Income..., Retirement Planning, Annuities, Investment Strategies, Bonds, Municipal Bonds, 401k Rollovers, IRA's, Financial Management, Portfolio Management, Portfolio Strategy, Asset Management, Asset Protection, Strategic Financial..., Retirement, IRAs, Fixed Annuities, Series 6, Managerial Finance, Asset Managment, Long-term Care, Financial Services, Series 7, Asset Allocation, Insurance, Investments, Securities, Small Business, Life Insurance, Finance, Wealth Management, Series 63, Pensions, Wealth Management..., Financial Planners, FINRA, Disability Insurance, 401k, ETFs, Financial Advisory, Estate Planning, Series 65, Alternative Investments
Education
Lesley University 2000 — 2002
Masters of Science, Managment
Massachusetts College of Liberal Arts 1996 — 2000
B.A., Psychology
Sean Daley's Bridgewater Credit Union Experience 2011 - 2015
Job
Industry Staffing and Recruiting
Experience
K2 Partnering Solutions February 2015 - Present
EF Education First June 2014 - February 2015
Bridgewater Credit Union 2011 - 2015
Bridgewater Credit Union 2011 - 2015
EF Education First September 2013 - June 2014
EF Education First May 2011 - August 2013
Aclipse Recruiting March 2009 - April 2011
J. Robert Scott May 2008 - August 2008
Outsource Telecom June 2005 - May 2008
Australia Center January 1999 - January 2003
Skills
Recruiting, International Education, Interviews, Human Resources, Strategy, Microsoft Office, Career Counseling, Public Speaking, Nonprofits, Coaching, Teaching English as a..., Strategic Planning, Team Leadership, Research, Customer Service, Non-profits, Marketing, Teaching, Community Development, Project Management, Leadership Development, Program Management, Classroom, Event Planning, Business Development, Curriculum Design, Management, International Business
Education
Thunderbird School of Global Management 2003 — 2005
MBA, International Management
University of Massachusetts 1991 — 1995
Bachelor of Arts, Psychology
University of Massachusetts, Amherst 1991 — 1995
West Memorial- Peabody, MA 1983 — 1985
National Outdoor Leadership School
K2 Partnering Solutions February 2015 - Present
EF Education First June 2014 - February 2015
Bridgewater Credit Union 2011 - 2015
Bridgewater Credit Union 2011 - 2015
EF Education First September 2013 - June 2014
EF Education First May 2011 - August 2013
Aclipse Recruiting March 2009 - April 2011
J. Robert Scott May 2008 - August 2008
Outsource Telecom June 2005 - May 2008
Australia Center January 1999 - January 2003
Skills
Recruiting, International Education, Interviews, Human Resources, Strategy, Microsoft Office, Career Counseling, Public Speaking, Nonprofits, Coaching, Teaching English as a..., Strategic Planning, Team Leadership, Research, Customer Service, Non-profits, Marketing, Teaching, Community Development, Project Management, Leadership Development, Program Management, Classroom, Event Planning, Business Development, Curriculum Design, Management, International Business
Education
Thunderbird School of Global Management 2003 — 2005
MBA, International Management
University of Massachusetts 1991 — 1995
Bachelor of Arts, Psychology
University of Massachusetts, Amherst 1991 — 1995
West Memorial- Peabody, MA 1983 — 1985
National Outdoor Leadership School
Marlyssa Kurkoski's Bridgewater Credit Union Experience June 2007 - March 2013
Job Account Executive at BNY Mellon
Industry Banking
Experience
Bridgewater Credit Union June 2007 - March 2013
Nation One Mortgage Company May 2005 - May 2007
Skills
Loans, Mortgage Lending, Banking, Home Equity Lines of..., Retail Banking, Real Estate, Microsoft Excel, Loan Origination, Lines Of Credit, Mortgage Banking, Refinance, Residential Mortgages, Loan Servicing, Management
Education
Dean College 2000 — 2001
Holyoke Catholic High School 1995 — 1999
High School Diploma
Bridgewater Credit Union June 2007 - March 2013
Nation One Mortgage Company May 2005 - May 2007
Skills
Loans, Mortgage Lending, Banking, Home Equity Lines of..., Retail Banking, Real Estate, Microsoft Excel, Loan Origination, Lines Of Credit, Mortgage Banking, Refinance, Residential Mortgages, Loan Servicing, Management
Education
Dean College 2000 — 2001
Holyoke Catholic High School 1995 — 1999
High School Diploma
Joseph McCann's Bridgewater Credit Union Experience May 2003 - November 2004
Job Dispatcher, Senior Service/Fraud Prevention Analyst, Executive Escalations Manager
Industry Law Enforcement
Experience
Massachusetts State Police Sr. Support Operations Analyst & Executive Escalations ManagerAcronisFebruary 2011 - May 2011
Monster Worldwide January 2005 - July 2010
Bridgewater Credit Union May 2003 - November 2004
BankNorth, NA September 2001 - July 2002
Skills
Fraud, Banking, Credit, Risk Management, Financial Risk, Analysis, Leadership, Process Improvement, Financial Analysis, Customer Service, Team Leadership, Management, Microsoft Excel, Business Analysis, Microsoft Office, Access, Strategic Planning, Accounting, Budgets, PowerPoint, Fraud Detection, Project Coordination
Education
Framingham State College 1997 — 2003
Bachelor of Arts, Sociology
Shenandoah University 1998 — 2000
Music Theory and Composition, 3.75
Massachusetts State Police Sr. Support Operations Analyst & Executive Escalations ManagerAcronisFebruary 2011 - May 2011
Monster Worldwide January 2005 - July 2010
Bridgewater Credit Union May 2003 - November 2004
BankNorth, NA September 2001 - July 2002
Skills
Fraud, Banking, Credit, Risk Management, Financial Risk, Analysis, Leadership, Process Improvement, Financial Analysis, Customer Service, Team Leadership, Management, Microsoft Excel, Business Analysis, Microsoft Office, Access, Strategic Planning, Accounting, Budgets, PowerPoint, Fraud Detection, Project Coordination
Education
Framingham State College 1997 — 2003
Bachelor of Arts, Sociology
Shenandoah University 1998 — 2000
Music Theory and Composition, 3.75
Ross DeLuca, CRPC®'s Bridgewater Credit Union Experience October 2007 - Present
Job Manager, Investment Services
Industry Financial Services
Experience
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Abigail Herman's Bridgewater Credit Union Experience September 2006 - November 2008
Job 3rd Grade Teacher
Industry Financial Services
Experience
Teacher September 2013 - Present
Cambridge Savings Bank January 2011 - Present
Cambridge Savings Bank December 2008 - December 2010
Bridgewater Credit Union September 2006 - November 2008
Skills
Banking, Event Management, Credit, Microsoft Excel, Mortgage Lending, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Event Planning, Public Relations, Budget, Management, Outlook, Online Advertising, Access, Sales
Education
Lesley University 2011 — 2013
Master of Education (MEd), Elementary Education
Bentley University 2004 — 2006
BS, Marketing Research
Penn State University 2002 — 2004
Teacher September 2013 - Present
Cambridge Savings Bank January 2011 - Present
Cambridge Savings Bank December 2008 - December 2010
Bridgewater Credit Union September 2006 - November 2008
Skills
Banking, Event Management, Credit, Microsoft Excel, Mortgage Lending, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Event Planning, Public Relations, Budget, Management, Outlook, Online Advertising, Access, Sales
Education
Lesley University 2011 — 2013
Master of Education (MEd), Elementary Education
Bentley University 2004 — 2006
BS, Marketing Research
Penn State University 2002 — 2004
Amy Butler Gow's Bridgewater Credit Union Experience July 2010 - April 2012
Job Assessor' Office
Industry Government Administration
Experience
Town of Dover January 2012 - Present
Bridgewater Credit Union July 2010 - April 2012
Town of Holliston October 2009 - June 2010
Strata Bank August 2002 - May 2009
Associates Commercial Corp 1989 - 2001
Jordan Marsh Co 1978 - 1992
Electric Time Co 1988 - 1989
Eaton Financial Corp October 1984 - May 1988
Skills
Loans, Customer Service, Outlook, Accounts Payable, Retail, Credit, Microsoft Excel, Purchasing, Sales, Leadership, Accounting, Customer Satisfaction, Banking, Finance, Retail Banking, Time Management, Financial Analysis
Education
Endicott College 1980 — 1982
Associates, Business
Holliston High School 1976 — 1980
Diploma, Business
Town of Dover January 2012 - Present
Bridgewater Credit Union July 2010 - April 2012
Town of Holliston October 2009 - June 2010
Strata Bank August 2002 - May 2009
Associates Commercial Corp 1989 - 2001
Jordan Marsh Co 1978 - 1992
Electric Time Co 1988 - 1989
Eaton Financial Corp October 1984 - May 1988
Skills
Loans, Customer Service, Outlook, Accounts Payable, Retail, Credit, Microsoft Excel, Purchasing, Sales, Leadership, Accounting, Customer Satisfaction, Banking, Finance, Retail Banking, Time Management, Financial Analysis
Education
Endicott College 1980 — 1982
Associates, Business
Holliston High School 1976 — 1980
Diploma, Business
Donna Moran's Bridgewater Credit Union Experience 2003 - July 2011
Job Vice President Human Resources at Crescent Credit Union
Industry Banking
Experience
Crescent Credit Union July 2012 - Present
DecisionWave Technologies Inc July 2011 - June 2012
Bridgewater Credit Union 2003 - July 2011
Acosta Sales & Marketing 2002 - 2003
Fidelity Investments / Veritude 1999 - 2002
Stream International 1998 - 1999
Kforce Technology Staffing (Source Services) 1997 - 1998
PCsCompleat 1992 - 1997
Skills
Talent Acquisition, Onboarding, Deferred Compensation, Applicant Tracking..., Technical Recruiting, Workforce Planning, HRIS, Employee Relations, Recruiting, College Recruiting, Talent Management, Benefits Administration, Employee Benefits, Temporary Placement, Benefits Negotiation, Compensation & Benefit, HR Policies, Human Resources, Internet Recruiting, Succession Planning, Performance Management, Personnel Management, HR Consulting, Employee Engagement, Interviews, Staffing Services, Hiring, Employer Branding, Organizational Design, Contract Recruitment, Sourcing, New Hire Orientations, Performance Appraisal, Temporary Staffing, Executive Search, Screening Resumes, Screening
Education
Regis College 1983 — 1987
BA
Crescent Credit Union July 2012 - Present
DecisionWave Technologies Inc July 2011 - June 2012
Bridgewater Credit Union 2003 - July 2011
Acosta Sales & Marketing 2002 - 2003
Fidelity Investments / Veritude 1999 - 2002
Stream International 1998 - 1999
Kforce Technology Staffing (Source Services) 1997 - 1998
PCsCompleat 1992 - 1997
Skills
Talent Acquisition, Onboarding, Deferred Compensation, Applicant Tracking..., Technical Recruiting, Workforce Planning, HRIS, Employee Relations, Recruiting, College Recruiting, Talent Management, Benefits Administration, Employee Benefits, Temporary Placement, Benefits Negotiation, Compensation & Benefit, HR Policies, Human Resources, Internet Recruiting, Succession Planning, Performance Management, Personnel Management, HR Consulting, Employee Engagement, Interviews, Staffing Services, Hiring, Employer Branding, Organizational Design, Contract Recruitment, Sourcing, New Hire Orientations, Performance Appraisal, Temporary Staffing, Executive Search, Screening Resumes, Screening
Education
Regis College 1983 — 1987
BA
Patty Munger's Bridgewater Credit Union Experience July 2011 - October 2014
Job Experienced HR Professional PHR, SCP
Industry Human Resources
Experience
Total Mortgage Services, LLC June 2015 - Present
Bridgewater Credit Union July 2011 - October 2014
CVS Caremark Corporation 2011 - 2011
Rolf C. Hagen (USA) Corp. October 2004 - February 2010
Weston Associates Management Co., Inc. 2001 - 2010
Tealuxe 1998 - 2001
Skills
Employee Relations, Recruiting, Human Resources, Organizational..., Employee Benefits, Training, Employee Training, Payroll, Performance Management, Onboarding, Succession Planning, Policy, Workforce Planning, HRIS, Deferred Compensation, New Hire Orientations, College Recruiting, Talent Acquisition, Labor Relations, Screening, Benefits Administration, Personnel Management, Management
Education
Assumption College 2005 — 2005
PHR, Professional Human Resource Management
Quinsigamond Community College 1983 — 1985
Total Mortgage Services, LLC June 2015 - Present
Bridgewater Credit Union July 2011 - October 2014
CVS Caremark Corporation 2011 - 2011
Rolf C. Hagen (USA) Corp. October 2004 - February 2010
Weston Associates Management Co., Inc. 2001 - 2010
Tealuxe 1998 - 2001
Skills
Employee Relations, Recruiting, Human Resources, Organizational..., Employee Benefits, Training, Employee Training, Payroll, Performance Management, Onboarding, Succession Planning, Policy, Workforce Planning, HRIS, Deferred Compensation, New Hire Orientations, College Recruiting, Talent Acquisition, Labor Relations, Screening, Benefits Administration, Personnel Management, Management
Education
Assumption College 2005 — 2005
PHR, Professional Human Resource Management
Quinsigamond Community College 1983 — 1985
Genevieve (Jane) McLaughlin's Bridgewater Credit Union Experience May 2015 - Present
Job Foreclosure Prevention Specialist/Housing Counselor
Industry Financial Services
Experience
Bridgewater Credit Union May 2015 - Present
Bridgewater Credit Union February 2014 - June 2014
Pro-Home, Inc February 2012 - November 2013
Edgewood Club, Inc. February 2011 - November 2011
Meridian Mortgage Funding, LLC September 2009 - February 2011
LoanQuest Mortgage Services, Inc. September 2006 - July 2009
Edgewood Club, Inc October 2001 - September 2005
JNK Realty, Inc. April 1990 - January 1992
Wholesale International, Inc. June 1984 - March 1990
Bay Realty Trust (Division of Wholesale International) June 1984 - March 1990
Skills
Residential Mortgages, HAMP, Landlord/tenant Issues, Property Management, Loan Origination, Loan Modifications, HARP, Microsoft Office, QuickBooks, HomePort, S.A.F.E. Act National..., Handle confidential..., Time management and..., HAFA, Ability to perform..., Strong customer service..., Foreclosures, Real Estate Transactions, Training, Sales, Refinance, Loss Mitigation, Fundraising, Mortgage Servicing, Mortgage Banking, Residential Homes, Loan Servicing, Accounts Payable, Construction Loans, Mortgage Underwriting, Property, Time Management, Management, Customer Service, Mortgage Lending, Leadership, Finance, Credit
Education
New England Mortgage Education Council 2010 — 2010
Pre-Licensure Education Requirements, Mortgage (National Exam), MLO #37544
American Real Estate Academy 1985 — 1985
Real Estate License, License #659716
Bentley University 1980 — 1984
Bachelor's Degree, Bachelor of Science Degree in Marketing Management, cum laude, G.P.A. 3.5
Bridgewater Credit Union May 2015 - Present
Bridgewater Credit Union February 2014 - June 2014
Pro-Home, Inc February 2012 - November 2013
Edgewood Club, Inc. February 2011 - November 2011
Meridian Mortgage Funding, LLC September 2009 - February 2011
LoanQuest Mortgage Services, Inc. September 2006 - July 2009
Edgewood Club, Inc October 2001 - September 2005
JNK Realty, Inc. April 1990 - January 1992
Wholesale International, Inc. June 1984 - March 1990
Bay Realty Trust (Division of Wholesale International) June 1984 - March 1990
Skills
Residential Mortgages, HAMP, Landlord/tenant Issues, Property Management, Loan Origination, Loan Modifications, HARP, Microsoft Office, QuickBooks, HomePort, S.A.F.E. Act National..., Handle confidential..., Time management and..., HAFA, Ability to perform..., Strong customer service..., Foreclosures, Real Estate Transactions, Training, Sales, Refinance, Loss Mitigation, Fundraising, Mortgage Servicing, Mortgage Banking, Residential Homes, Loan Servicing, Accounts Payable, Construction Loans, Mortgage Underwriting, Property, Time Management, Management, Customer Service, Mortgage Lending, Leadership, Finance, Credit
Education
New England Mortgage Education Council 2010 — 2010
Pre-Licensure Education Requirements, Mortgage (National Exam), MLO #37544
American Real Estate Academy 1985 — 1985
Real Estate License, License #659716
Bentley University 1980 — 1984
Bachelor's Degree, Bachelor of Science Degree in Marketing Management, cum laude, G.P.A. 3.5
Michelle Bogle's Bridgewater Credit Union Experience August 2005 - August 2007
Job Title 1 Paraprofessional at Fairhaven Public School District
Industry Health, Wellness and Fitness
Experience
Fairhaven Public School District September 2014 - Present
YMCA June 2012 - Present
Nordic Naturals June 2011 - Present
Vitalah, Oxylent June 2011 - Present
Bridgewater Raynham School District January 2010 - June 2014
Bridgewater Raynham School District April 2013 - June 2013
University of Connecticut September 2007 - May 2011
National Grid June 2009 - August 2009
Dance Theater of New England August 2006 - August 2007
Bridgewater Credit Union August 2005 - August 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach
Education
The University of Connecticut 2007 — 2011
Bachelor's degree, Nutrition Sciences
Fairhaven Public School District September 2014 - Present
YMCA June 2012 - Present
Nordic Naturals June 2011 - Present
Vitalah, Oxylent June 2011 - Present
Bridgewater Raynham School District January 2010 - June 2014
Bridgewater Raynham School District April 2013 - June 2013
University of Connecticut September 2007 - May 2011
National Grid June 2009 - August 2009
Dance Theater of New England August 2006 - August 2007
Bridgewater Credit Union August 2005 - August 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach
Education
The University of Connecticut 2007 — 2011
Bachelor's degree, Nutrition Sciences
Devin Hackett's Bridgewater Credit Union Experience June 2015 - Present
Job Consumer Underwriter
Industry Banking
Experience
Bridgewater Credit Union June 2015 - Present
Bridgewater Credit Union December 2011 - Present
Citizens Bank April 2010 - November 2011
First Niagara Bank June 2008 - April 2010
Skills
Call Centers, Deposits, Human Resources, Internet Banking, Mobile Banking, Cross Selling, Branch Banking, Branch Management, Consumer Lending, Financial Services, Credit Cards, Management, Underwriting, Commercial Banking, Loan Origination, Banking, Loans, Credit, Customer Service
Education
Holyoke Community College
Associate's degree, Criminal Justice
Bridgewater Credit Union June 2015 - Present
Bridgewater Credit Union December 2011 - Present
Citizens Bank April 2010 - November 2011
First Niagara Bank June 2008 - April 2010
Skills
Call Centers, Deposits, Human Resources, Internet Banking, Mobile Banking, Cross Selling, Branch Banking, Branch Management, Consumer Lending, Financial Services, Credit Cards, Management, Underwriting, Commercial Banking, Loan Origination, Banking, Loans, Credit, Customer Service
Education
Holyoke Community College
Associate's degree, Criminal Justice
Stephanie Ramper's Bridgewater Credit Union Experience 1986 - 1993
Job Communications Coordinator at DMLO
Industry Accounting
Experience
DMLO June 1997 - Present
Bridgewater Credit Union 1986 - 1993
Skills
Prioritization, Project Coordination, Marketing Communications, Management, Social Media
Education
University of Louisville 1997 — 2000
BA, Computer Mediated Communications
Massasoit Community College 1994 — 1997
AS, Computer Science-Programming
DMLO June 1997 - Present
Bridgewater Credit Union 1986 - 1993
Skills
Prioritization, Project Coordination, Marketing Communications, Management, Social Media
Education
University of Louisville 1997 — 2000
BA, Computer Mediated Communications
Massasoit Community College 1994 — 1997
AS, Computer Science-Programming
Mary Shuman's Bridgewater Credit Union Experience September 1997 - January 2001
Job Residential Loan Processor at S Bank
Industry Banking
Experience
S Bank February 2002 - Present
Bridgewater Credit Union September 1997 - January 2001
Cambridgeport Bank August 1991 - August 1997
Education
Boston College
BA, Germanic Studies
Boston Latin Academy
S Bank February 2002 - Present
Bridgewater Credit Union September 1997 - January 2001
Cambridgeport Bank August 1991 - August 1997
Education
Boston College
BA, Germanic Studies
Boston Latin Academy
Mikaelyn Poore's Bridgewater Credit Union Experience September 2002 - February 2005
Job Assistant HR Manager at EnviroTrac Ltd.
Industry Environmental Services
Experience
EnviroTrac Ltd. February 2005 - Present
Bridgewater Credit Union September 2002 - February 2005
Skills
Personnel Management, Environmental Compliance, Human Resources, Policy, Report Writing, Environmental Awareness, Project Management, EHS, FMLA, Leadership, Microsoft Office, Microsoft Excel, Employee Benefits, New Hire Orientations, Recruiting
Education
Bryant University 2008 — 2009
Certification, Human Resources Management
Bridgewater State University 1999 — 2005
Bachelor of Arts (BA), Organizational Communication, General
EnviroTrac Ltd. February 2005 - Present
Bridgewater Credit Union September 2002 - February 2005
Skills
Personnel Management, Environmental Compliance, Human Resources, Policy, Report Writing, Environmental Awareness, Project Management, EHS, FMLA, Leadership, Microsoft Office, Microsoft Excel, Employee Benefits, New Hire Orientations, Recruiting
Education
Bryant University 2008 — 2009
Certification, Human Resources Management
Bridgewater State University 1999 — 2005
Bachelor of Arts (BA), Organizational Communication, General