BTM Capital Corporation
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BTM Capital Corporation Employees
Black Book May 2013 - Present
Hertz June 2010 - May 2013
BMW Financial Services September 2009 - July 2010
Rolls-Royce Motor Cars, NA, BMW Group September 2009 - January 2010
AutoVIN August 2005 - February 2009
MERCEDES-BENZ FINANCIAL September 2001 - August 2005
United States Army Reserve May 1983 - August 2003
BTM Capital Corporation January 1996 - September 2001
BMW Group Financial Services June 1993 - January 1996
HSBC June 1988 - June 1993
Education
Canisius College 1992 — 1995
Master of Business Administration (M.B.A.), Business Management
University at Buffalo 1985 — 1987
Master's Degree, Economics
Canisius College 1983 — 1985
Bachelor's Degree, Finance
Canisius College 1978 — 1982
Bachelor's Degree, International Relations
Middlesex Federal Savings December 2002 - Present
BTM Capital Corporation April 2000 - October 2002
UB Vehicle Leas April 1990 - October 2000
Skills
Structured Finance, Refinance, Residential Mortgages, Loan Origination, Loans, Investment Properties, Credit, FHA, Commercial Lending, VA loans, Insurance, First Time Home Buyers, Banking, Credit Analysis, Real Estate, Underwriting, USDA, Consumer Lending, Mortgage Lending, Mortgage Banking, Government Loans, FHA financing, Commercial Mortgages, Small Business Lending, Lines Of Credit, Reverse Mortgages, Construction Loans, 203K, Home Equity Loans, Certified Mortgage..., Financial Structuring, VA Loans
Education
Suffolk University
Actively seeking full time position 2011 - Present
Seeking a full time opportunity .... October 2010 - February 2011
Pinellas County - BCC May 2005 - October 2008
Fidelity Investments August 2005 - August 2007
Commonwealth of Massachusetts 1998 - 1999
BTM Capital Corporation 1997 - 1998
Fidelity Investments 1995 - 1997
Sequent 1993 - 1995
TASC, Inc. 1987 - 1995
Skills
Finance, Program Management, Business Process..., Business Analysis, Resource Management, Enterprise Architecture, SDLC, Conflict Management, Problem Solving, Continuous Improvement, Business Continuity, Public Speaking, Military Experience, Management, Leadership, ITIL, Change Management, IT Management, Project Management, Strategy, Government, Cross-functional Team..., Project Planning, Risk Management, Training, Analysis, PMO, Quality Assurance, Outsourcing, Six Sigma, Vendor Management, Testing, Budgets, Enterprise Software, Access, Human Resources, Software Documentation, Process Improvement, Visio, SharePoint, Project Portfolio..., Requirements Analysis, Integration, Business Intelligence, Software Project..., Requirements Gathering, MS Project, IT Service Management, Disaster Recovery
Education
Daniel Webster College 2000 — 2004
BS-MIS, Management and Info Systems
Contractor Citrix Support EngineerIntraSystemsDecember 2014 - July 2015
Bingham McCutchen January 2014 - November 2014
Dell Services May 2006 - January 2014
Amerifee September 2005 - November 2005
Houghton Mifflin 2005 - 2005
BTM Capital Corporation April 1999 - June 2004
BTMU Capital Corporation 1998 - 2004
Skills
Disaster Recovery, Data Center, Network Administration, Lotus Notes, System Administration, Servers, Business Analysis, Software Installation, Technical Support, Unix, IT Operations, Citrix Metaframe, Active Directory, VPN, Citrix, Windows, SharePoint, Linux, Operating Systems, Cloud Computing, VMware, Networking, Firewalls, Software Documentation, DHCP, SAN, Vendor Management, Enterprise Architecture, VMware ESX, Databases, Security, Troubleshooting, High Availability, Windows Server, DNS, Microsoft Servers, IT Strategy, ITIL, Red Hat Linux, Windows XP, HP, Virtualization, Testing, Cisco Technologies, Apache, Integration, Business Continuity
Education
Northeastern University 2005 — 2012
James J. Ferris 1975 — 1979
Country Cottage Spa Collection July 2012 - Present
HPSC 1999 - 2004
BTM Capital Corporation 1997 - 1999
Skills
Small Business, Sales Management, Sales, New Business Development, Start-ups, Business Development, Customer Service
Education
The College of William and Mary 1990 — 1993
Bachelor of Science (BS), Biology, General
Longwood College 1989 — 1990
leisure with family & friends! October 2010 - Present
BTMU Capital Corporation 2009 - 2010
BTMU Capital Corporation 2006 - 2008
BTM Capital Corporation 2003 - 2005
BTM Capital Corporation 1996 - 2002
BOT Financial Corporation 1990 - 1996
Bancnew England Leasing Corporation 1985 - 1990
New England Merchants Leasing Corporation 1978 - 1984
Skills
Portfolio Management, New Business Development, Aviation, Corporations, Structured Finance, Shipping, Business Planning, Leadership, Banking, Negotiation, Process Improvement, Management, Credit, Mergers & Acquisitions, Investments, Risk Management, Financial Analysis
Education
Isenberg School of Management, UMass Amherst 1975 — 1977
MBA, Business Administration
Tufts University 1971 — 1975
BA, Economics
Belmont Hill School 1966 — 1971
Undergraduate
Bostonia Global Securities October 2014 - Present
McCurdy Household, Inc. April 2005 - Present
Hardy Elementary School September 2006 - May 2010
BTM Capital Corporation September 1993 - April 2005
Skills
Financial Analysis, Corporate Finance, Structured Finance, Due Diligence, Capital Markets, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Finance, General
Boston University 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Charles River Development October 2014 - Present
PAREXEL August 2001 - October 2014
BTM Capital Corporation February 1990 - August 2001
Skills
Invoicing, Customer Service, Forecasting, Accounts Receivable, Budgets, Process Improvement, SAP, Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Finance, Team Building, Project Management, Management, Leadership, Change Management, Training, Business Process...
Education
Fitchburg State University
Bachelor's Degree, BS In Education, 3.2 Cum Laude
New England College of Business and Finance
Finance & Accounting, 3.8
Planet Fitness September 2014 - June 2015
The Atlantic Bay Company, Ltd./ Leaselogistix 2014 - 2014
Timberland March 2005 - November 2013
Timberland January 2004 - February 2005
Timberland June 2002 - December 2004
Lifeline Systems 2000 - May 2002
BTM Capital Corporation 1997 - 2000
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Business Analysis, Business Strategy, Real Estate, Merchandise Planning, Financial Reporting, Site Planning, Financial Forecasting, Retail Marketing, Multi-channel Retail, Construction Management, Real Estate Transactions, Real Estate Economics, Commercial Leasing, Leasing, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1997
MBA, Finance
University of South Carolina - Darla Moore School of Business 1989 — 1993
BS, Economics, Management
PricewaterhouseCoopers December 2004 - Present
BTM Capital Corporation 1996 - December 2002
BTM Capital Corporation June 1993 - December 1996
Skills
Thought Leadership, Strategy, Competitive Intelligence, Corporate Social..., Knowledge Management, Analytics, Competitive Analysis, Stakeholder Engagement, Marketing Communications, Strategic Partnerships, Internal Communications, Leadership, Governance
Education
Boston University 1989 — 1993
BS, Broadcast Journalism
Dianne's Fine Desserts April 2014 - Present
PMR Bookkeeping January 2013 - Present
Teamstudio, Inc. (Winter Wyman Contract Division) October 2013 - January 2014
Natixis Global Asset Management May 2010 - December 2012
Natixis Global Asset Management October 2001 - May 2010
Back Bay Advisors (Division of Natixis Global Asset Management) December 1999 - August 2001
Eastern Bank May 1998 - December 1999
BTM Capital Corporation May 1997 - April 1998
BTM Capital Corporation April 1992 - April 1997
Skills
Corporate Finance, Month End Close, Financial Reporting, Financial Analysis, Account Reconciliation, Budget Process, Budget Forecasts, Financial Statements, Financial Accounting, Accounting
Education
University of Massachusetts Dartmouth 1986 — 1991
Bachelor's Degree, Accounting and Finance
Southern New Hampshire University 2014 — 2016
Graduate Certificate in Accounting, Accounting
Rockland Trust October 2014 - Present
Flagstar Bank March 2011 - June 2013
Citizens Bank March 1998 - March 2011
BTM Capital Corporation July 1991 - March 1998
Bank of New England March 1981 - June 1991
Skills
Financial Analysis, Banking, Risk Management, Sales Management, Credit, Loans, Financial Risk, Credit Analysis, Business Strategy, Commercial Banking, Mortgage Lending, Credit Risk, Leadership, Asset Based Finance, Dealer Finance, Consumer Financing, Asset Based Lending
Education
Boston College 1976 — 1980
Bachelor of Arts (BA), Accounting
Boston College high School 1971 — 1975
iRobot Corporation April 2007 - Present
Greater Boston Chapter of the IIA 2013 - 2015
Harvard Pilgrim Health Care March 2004 - April 2007
BTM Capital Corporation February 2001 - November 2003
BJs Wholesale Club 1998 - 2001
Sun Life of Canada 1994 - 1996
Sun Life of Canada 1994 - 1996
Defense Contract Audit Agency 1990 - 1994
Skills
Due Diligence, Risk Assessment, Business Analysis, Project Management, Finance, Analysis, IT Audit, Internal Audit, Management, Management Consulting, Accounting, Insurance, Manufacturing, Banking, Retail, High Tech, Technology, Healthcare, Health Insurance, CPA, Compliance, Revenue Recognition, Leadership, Process Improvement
Education
Bentley University 1992 — 1995
MBA, Management
University of Massachusetts Boston 1984 — 1988
B.S., Accounting and Finance
Navistar Financial May 2007 - Present
Navistar Financial Corporation January 2006 - May 2007
BTM Capital Corporation December 1997 - December 2005
Caremark International 1995 - 1997
Whirlpool Financial Corporation 1983 - 1995
BLH & Co 1981 - 1983
Skills
Financial Reporting, GAAP, Accounting, Cash Management, Financial Statements, Sarbanes-Oxley, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, SEC filings, Internal Controls, Cost Accounting, Hyperion Enterprise, Consolidation, General Ledger, Financial Analysis, Essbase, US GAAP, Revenue Recognition, SEC Filings, Hyperion
Education
Western Michigan University 1986 — 1989
MBA, Finance
Central Michigan University 1975 — 1979
BS, Accounting
LMC
Guaranteed Rate, Inc. – NMLS ID 2611 March 2014 - Present
Mortgage Master, Inc. February 2013 - March 2014
William Raveis Mortgage, LLC NMLS ID 2630 June 2011 - February 2013
Sovereign Bank September 2005 - June 2011
Bank of America October 2000 - February 2005
BTM Capital Corporation June 1997 - October 2000
Fleet Bank June 1992 - May 1996
Skills
Refinance, FHA, Investment Properties, Investments, Financial Analysis, Underwriting, Portfolio Management, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, Mortgage Lending, Residential Homes, Finance, First Time Home Buyers, USDA, VA loans, Commercial Banking, MBA, Mortgage Banking, FHA financing
Education
Babson College 1996 — 1997
MBA, Finance
Stonehill College 1988 — 1992
BSBA, Finance
BNY Mellon September 2013 - Present
The Boston Company Asset Management, LLC December 2007 - Present
Independence Investment June 2004 - December 2007
Independence Investment January 2000 - June 2004
Independence Investment August 1998 - January 2000
BTM Capital Corporation January 1997 - August 1998
BTM Capital Corporation November 1994 - January 1997
Skills
.NET, WPF, WCF, WF, Windows RT, SOA, Entity Framework, Layering, MVVM, Prism, SQL Server, Scrum, Web Applications, Financial Markets, Microsoft Office, TSQL, SSIS, SSRS, C#, VSTO, Contract Negotiation, Mentoring, Object Oriented Design, Agile Methodologies, T-SQL, Disaster Recovery, Web Services, Software Development, Project Management, SharePoint, Management, SDLC, Microsoft SQL Server, Requirements Analysis
Education
Bentley College 1997 — 1999
MS, Computer Information Systems
University of Massachusetts, Amherst 1989 — 1994
BA, BDIC
The Mandel JCC August 2010 - Present
Strong Tool Company June 2008 - September 2009
Empire Today January 2003 - November 2007
BTM Capital Corporation May 1999 - November 2002
Gordon Brothers Group December 1997 - September 1998
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Variance Analysis, Fixed Assets, Journal Entries, Bank Reconciliation, Invoicing, Financial Statements
Education
Stonehill College
Bachelor's Degree, Business Administration
Oliver Ames High School
Harvard Medical School February 2015 - Present
Beth Israel Deaconess Medical Center 2012 - 2015
Houghton Mifflin 2009 - 2012
Sawyer Realty Holdings LLC 2006 - 2009
Pioneer Investments 2001 - 2006
Pioneer Investments 1998 - 2001
Pioneer Investments 1997 - 1998
BTM Capital Corporation 1994 - 1997
Skills
Financial Analysis, Forecasting, Strategic Financial..., Process Improvement, SAP, Accounting, Budget Process, Strategic Planning, PeopleSoft, Hyperion Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Concentration in Finance
Bentley University
Bachelor of Science (B.S.), Finance
Capital Group June 1997 - Present
BTM Capital Corporation 1984 - 1995
Skills
Equities, Structured Finance, Alternative Investments, Fixed Income, Investments, Portfolio Management, Project Management, Asset Management, Management, Strategic Planning, Research, Hedge Funds, Asset Managment, Mutual Funds, Securities, Financial Analysis
Education
Harvard Business School 1995 — 1997
MBA
Suffolk University 1985 — 1989
MA
Bentley University 1980 — 1984
BS, Business & Paralegal Studies
Salem Five Financial December 2006 - Present
Smith Barney 2004 - 2006
Fleet Capital 2000 - 2004
BTM Capital Corporation 1998 - 2000
Ironwood Capital 1991 - 1998
Prudential Capital Group 1988 - 1991
Skills
Investments, Portfolio Management, Securities, Wealth Management, Alternative Investments, Retirement Planning, Financial Modeling, Asset Allocation, Tactical Asset..., Asset Managment, Investment Policy, Investment Advisory, Estate Planning, Strategic Financial..., Insurance, College Education..., Charitable Gift Planning, Trusts, Valuation, Asset Management
Education
CFA Institute 1990 — 1993
CFA, Chartered Financial Analyst
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor of Science, Business Administration
Champagne Logistics February 2006 - Present
Lasertone Corporation May 2003 - February 2006
BTM Capital Corporation January 1994 - March 2003
Skills
IT Management, Process Improvement, Operations Management, IT Strategy, Active Directory, Vendor Management, Project Management, Strategic Planning, Security, Transportation, Team Building, Team Leadership, Troubleshooting, Data Analysis, Financial Reporting
Education
Northeastern University 1989 — 1994
BSBA, Accounting, Management
Killick Aerospace October 2011 - Present
CT Aerospace 2011 - January 2012
Northfield Capital LLC May 2011 - November 2011
IFS September 2009 - February 2011
Adheva May 2004 - September 2009
Royal Bank of Scotland January 2002 - April 2004
Heller Financial December 2000 - January 2002
BTM Capital Corporation 1983 - 2000
Skills
Financial Structuring, Aviation, Aircraft, Aerospace, Structured Finance, Finance, Aircraft Leasing, Restructuring, Capital Markets, Management, Leadership, Maintenance & Repair, Aircraft Maintenance, Commercial Aviation, Aircraft Finance, Airports, Aeronautics, Airworthiness, Charter, Civil Aviation, Avionics, Flights
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Corporate Finance and Accounting
University of Rhode Island 1975 — 1979
BS
Herricks
Telogis June 2010 - Present
Oracle January 2008 - May 2010
Abbott Laboratories January 2005 - November 2007
T-Mobile USA January 2004 - January 2005
BTM Capital Corporation March 2001 - January 2004
Skills
New Business Development, Negotiation, Training & Development, SaaS, Sales Management, Enterprise Software, Mobile, Territory, Sales Operations
Education
University of Massachusetts Boston 1999 — 2003
B.S, Business Management; Marketing
Bank of America September 2003 - March 2007
Bank of America September 2000 - September 2003
Boston University April 2000 - July 2000
BTM Capital Corporation December 1997 - March 2000
Education
Boston University
Bachelor of Science, Business Administration
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Cerulli Associates January 2013 - Present
Cerulli Associates January 2011 - December 2012
Cerulli Associates January 2007 - December 2010
Cerulli Associates October 2003 - January 2007
BTM Capital Corporation April 1999 - September 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Hedge Funds, Investments, Marketing, Mutual Funds, Research
Education
The George Washington University 1994 — 1998
BA, International Relations
Bishop Guertin High School 1990 — 1994
Wells Fargo Bank February 2011 - Present
Equipment Leasing and Finance Association 2009 - 2012
Greystone Equipment Finance September 2005 - March 2011
RISE on Broadway 2005 - 2010
Key Global Finance/42 North January 2000 - December 2007
Stadium Theater Foundation 2001 - 2005
BankVest Capital Corp. June 1997 - December 1999
BTM Capital Corporation June 1994 - June 1997
Fleet Capital Corporation/ Signal Capital Corporation EFD June 1986 - June 1994
Skills
Public Speaking, Mergers & Acquisitions, Project Finance, Banking, Mergers, Litigation, Structured Finance, Due Diligence, Financial Structuring, Contract Negotiation, Portfolio Management, Corporate Law, Capital Markets, Management, Work-outs, Commercial Lending, Finance, Nonprofits, Restructuring, Bankruptcy, Loans, Asset Management, Policy
Education
Bates College 1972 — 1976
BA Honors, Political Science, Economics, Philosophy
Rutgers University School of Law - Camden
JD, Law
American Tower September 2013 - Present
Parexel International February 2010 - September 2013
Cubist Pharmaceuticals, Inc June 2007 - April 2010
Millipore May 2005 - June 2007
Millipore Corporation September 2003 - May 2005
Mykrolis April 2001 - September 2003
BTM Capital Corporation 2000 - 2001
Skills
Business Analysis, Financial Analysis, Business Process, Business Intelligence, Project Management, IT Strategy, Accounting, Business Objects, Financial Reporting, Finance, Start-ups, Oracle E-Business Suite, Oracle, General Ledger
Education
University of Massachusetts Lowell 1991 — 1993
BAAC, Accounting
Central Connecticut State University 1989 — 1991
Accounting
Interactive Data Corporation March 2009 - Present
CRA International November 2004 - October 2008
BTM Capital Corporation October 2001 - September 2004
PA Consulting Group March 1998 - March 2001
Silverplatter Informatiion Inc. June 1994 - March 1998
Education
Babson College - Franklin W. Olin Graduate School of Business
Bentley University
Bachelor, Finance
Fidelity Investments October 2012 - Present
Fidelity ActionsXchange June 2008 - September 2012
Putnam Investments 2000 - June 2008
MPM Capital 1999 - 2000
United Asset Management Corporation 1997 - 1999
BTM Capital Corporation 1993 - 1997
Education
Boston University Questrom School of Business 2002 — 2005
MBA, General Management
University of Massachusetts Lowell 1990 — 1993
BS/BA, Accounting
United States Military Academy at West Point 1989 — 1989
The Governor's Academy 1986 — 1989
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
Ropes & Gray LLP April 2010 - Present
AstraZeneca May 2008 - April 2010
PAREXEL International September 2000 - September 2007
BTM Capital Corporation 1991 - 2000
Bank of New England 1978 - 1991
Skills
Change Management, Project Management, Portfolio Management, IT Management, Vendor Management, Project Planning, Business Process..., Strategic Planning, Business Process..., Cross-functional Team..., Outsourcing, Project Portfolio..., Program Management, Business Analysis, SDLC, Process Improvement, Management, Budgets, PMO, Strategy, CRM, PMP, Business Intelligence, Team Building, Leadership, Analysis, Governance, Enterprise Software, Risk Management
Education
Massachusetts College of Art 2008 — 2012
Bachelor of Fine Arts (B.F.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
Master of Business Administration (MBA), Business
Morneau & Blanchette, Inc December 2005 - Present
Morneau & Blanchette, Inc. June 1998 - December 2005
BTM Capital Corporation November 1992 - June 1998
Skills
GAAP, SEC filings, Auditing, Tax, Accounting, Cash Flow Forecasting, Financial Reporting, Corporate Finance, Income Tax, Tax Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, SEC Filings
Education
Suffolk University - Sawyer Business School 1997 — 2000
MST, TAX
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Accounting
Boston College 1988 — 1992
BS, Accounting
Networks360 April 2015 - Present
Syndian, LLC June 2014 - April 2015
Pentair January 2012 - April 2014
PSC November 2006 - January 2012
BTM Capital Corporation August 2003 - March 2006
Skills
Forecasting, Strategy, Competitive Analysis, Management, Leadership, Business Strategy, Analysis, Sales Operations, Negotiation, Pricing, Sales, Marketing, Finance
Education
Regis University 1997 — 2000
M.B.A., Business Administration and Management
Northeastern University 1991 — 1994
B.S., Marketing
PAREXEL International Corporation September 2013 - June 2014
PAREXEL International Corporation June 2000 - August 2013
UB Vehicle Leasing, Inc. (a subsidiary of BTM Capital Corporation) December 1998 - May 2000
BTM Capital Corporation December 1995 - December 1998
Caremark International, Inc. November 1993 - December 1995
Whirlpool Financial Corporation September 1991 - November 1993
Whirlpool Financial Corporation September 1989 - September 1991
Skills
Managerial Finance, Mergers & Acquisitions, Leadership, Mergers, Auditing, Finance, Accounting, Business Strategy, Restructuring, Management, Budgets, Financial Analysis, Sarbanes-Oxley Act, Acquisition Integration, Due Diligence, Strategic Planning, Corporate Finance, Pharmaceutical Industry, Financial Modeling, Credit, Financial Reporting, Risk Management, Forecasting, Revenue Recognition, General Ledger, Executive Management, Influence Without..., Strategic Financial..., New Business Development, Financial Planning
Education
Syracuse University - Martin J. Whitman School of Management 1966 — 1973
BS/MBA, Finance and Accounting
Bank of America October 2013 - Present
Bingham McCutchen August 2010 - October 2013
Sogeti April 2010 - August 2010
Overture Partners February 2010 - April 2010
LeapFrog Systems June 2008 - August 2009
Teradyne January 2000 - May 2008
Bankvest Capital Corporation March 1998 - December 1999
BTM Capital Corporation May 1987 - February 1998
Skills
Excel, C#, SQL, ASP.NET AJAX, jQuery, VBA, Microsoft Excel, Access, Software Development, Microsoft SQL Server, Analysis, Financial Analysis, Business Analysis, Financial Reporting, Data Analysis, Project Management, Visual Basic, Finance
Education
University of Massachusetts, Amherst 1973 — 1977
Bachelor of Science, Finance
New Bedford High School
Professional Alternative, Inc. (contracting at Fidelity Investments) June 2008 - Present
State Street Bank (formerly Investors Bank & Trust) 2006 - 2008
Professional Alternative, Inc. (contract at Fidelity Brokerage Co Technology) 2003 - 2006
PNC Vehicle Leasing (formerly BTM Capital Corp.) 1998 - 2002
BTM Capital Corporation 1998 - 2002
BankBoston, Consumer Delivery Systems (formerly BayBank Systems) 1991 - 1998
Bank of New England N.A. (BNE Data Services) 1984 - 1991
Education
Worcester Polytechnic Institute 2003 — 2003
Certificate, Java Project-Based Training
Cambridge Institute for Computer Programming 1984 — 1984
Certificate, Mainframe Programming
Adelphi University 1971 — 1976
BFA
Storm King School 1968 — 1971
The Rectory School 1967 — 1968
Bank of America 2007 - Present
BTM Capital Corporation 1994 - 2007
Education
Boston College 1993 — 1993
MS, Finance
Providence College 1986 — 1990
BS, Finance
Fontbonne Academy 1982 — 1986
BTMU Capital Corporation January 2009 - Present
BTMU Capital Corporation January 2007 - January 2009
BTM Capital Corporation July 2000 - October 2003
Brown & Company Securities July 1998 - July 2000
Skills
PowerPoint, Microsoft Office, Illustrator, InDesign, Photoshop, Dreamweaver, SharePoint, Financial Analysis, Adobe Creative Suite, Office 2010, Microsoft Excel, Process Improvement, Outlook, Team Leadership, Management, Customer Service, Microsoft Word, Marketing, Marketing Communications, Risk Management, Training, Sales
Education
North Carolina State University 1994 — 1998
BS, Finance
New Vista Capital LLC August 1998 - Present
Boston Community Capital February 2003 - March 2004
BTM Capital Corporation 1990 - 1998
Bank of New England May 1986 - December 1990
Irving Trust Corp 1984 - 1985
Skills
Project Finance, Asset Management, Investments, Finance, Financial Structuring, Strategic Financial..., Equities, Restructuring, Credit, Renewable Energy, Due Diligence, Financial Analysis, Nonprofits, Structured Finance, Valuation, Mergers & Acquisitions, Loans
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
MBA, Accounting and Finance
Columbia University in the City of New York
PhD, History & International Affairs
University of Toronto
BA, History
RPK Capital May 2004 - Present
BTM Capital Corporation May 2000 - November 2003
Republic Financial Corporation May 1996 - April 2000
ABN AMRO 1985 - 1995
abn amro 1985 - 1995
Skills
Asset Managment, Portfolio Management, Structured Finance, Corporate Finance, Private Equity, Financial Analysis, Credit, Capital Markets, Mergers, Restructuring, Valuation, Due Diligence, Financial Modeling, Investment Banking, Trading, Credit Analysis, Investments, Project Finance
Education
University of Chicago 1997 — 1999
MBA
University of Richmond 1978 — 1981
BA, Economics
State Street Bank September 2006 - Present
BTM Capital Corporation September 2004 - September 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Bentley University 1986 — 1990
BS
Citigroup 2001 - Present
BTM Capital Corporation 1997 - 1999
Copley Real Estate Advisors 1991 - 1997
Skills
Investments, Equities, Equity Research, Financial Structuring, Portfolio Management, Hedge Funds, Bloomberg, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Alternative Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA & MSF
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
BS, Finance & Human Resource Management
Gotham Capital Advisors, LLC 2003 - Present
Citigroup 2001 - 2003
BTM Capital Corporation 1998 - 2001
Deutsche Morgan Grenfell 1996 - 1998
Bell Atlantic TriCon 1986 - 1994
GATX 1979 - 1982
Skills
Solar, Structured Products, Hydro, Geothermal, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1975
MBA, Corporate Finance
Bowdoin College 1969 — 1973
A.B., Government, Economics
Tower Hill School 1964 — 1969
Fantastic Sams International Corp June 2007 - November 2009
Reed Business Information September 2006 - May 2007
Reed Business Information December 2004 - August 2006
BTM Capital Corporation August 2003 - August 2004
BTM Capital Corporation January 2001 - July 2003
Education
Northeastern University 1995 — 2000
BSBA, Accounting
New England Fiber, Inc. June 2009 - Present
Satcon Electronics September 2007 - September 2009
BTM Capital Corporation July 1996 - December 2007
AT&T June 1993 - June 1996
Education
Bryant University 1996 — 1999
MBA, Management Information System
Boston College - Carroll School of Management 1989 — 1993
BS, Accounting, Management Information Systems
Levi Strauss & Co. August 2007 - Present
Grantham, Mayo, Van Otterloo & Co. LLC November 1999 - February 2004
BTM Capital Corporation March 1997 - November 1999
Open Environment Corporation July 1996 - March 1997
New England Financial September 1994 - July 1996
Smith Middle School September 1993 - March 1994
Education
Academy of Art University 2003 — 2006
Master of Fine Arts (MFA), Fashion Merchandising
Boston University 1998 — 2001
Master of Business Administration (M.B.A.), Investments and Securities
Boston College 1989 — 1993
Bachelor of Arts (BA), Mathematics
BTM Capital Corporation 1986 - 2002
Skills
Accounting, General Ledger, Accounts Payable, Account Reconciliation, Accounts Receivable, Fixed Assets
Education
The University of Akron 1981 — 1986
Bachelor of Science (BS), Accounting
OneBeacon Insurance June 2004 - May 2015
BTM Capital Corporation June 2000 - November 2002
Massachusetts Department of Revenue September 1999 - May 2000
Skills
Tax, Accounting, Property & Casualty..., PeopleSoft, Access, Analysis, Tax Preparation, QuickBooks, Financial Accounting, Payroll, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Management
Education
Salem State College 1995 — 2000
Bachelor's degree, Business Administration and management (BS) MIS and Minor in Psychology
Salem State University 1995 — 2000
BS, Business Administration (MIS)
Lifespan April 2015 - Present
United Natural Foods April 2014 - April 2015
MFS Investment Management February 2014 - April 2014
Shawmut Corporation March 2013 - December 2013
BTM Capital Corporation 1997 - 1999
BTM Capital Corporation 1997 - 1999
Skills
Microsoft Office, Healthcare, Crystal Reports, SDLC, Microsoft SQL Server, ERP, Enterprise Software, Business Analysis, Management, Process Improvement, Software Documentation, Visio, Analysis, Requirements Analysis, SQL
Education
Bentley University 2000 — 2002
Master MSCIS, Business/IT
Bridgwater State College 1995 — 1996
Bachelor's degree, MIS