BTM Capital Corporation

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BTM Capital Corporation Employees

Employee
Years
Job
Industry
Lawrence Knapp Lawrence Knapp Greater Atlanta Area Details
Lawrence Knapp's BTM Capital Corporation Experience January 1996 - September 2001
Job Director, Direct Sales at Black Book
Industry Automotive
Experience
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

Michael McWilliams Michael McWilliams Greater Boston Area Details
Michael McWilliams's BTM Capital Corporation Experience April 2000 - October 2002
Job Loan Officer at Middlesex Federal Savings
Industry Banking
Experience
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

Cecile Ross, PMP Cecile Ross, PMP Springfield, Massachusetts Area Details
Cecile Ross, PMP's BTM Capital Corporation Experience 1997 - 1998
Job Experienced Finance, Mgt & Sr. IT/Project professional
Industry Information Technology and Services
Experience
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

Gil Espino Gil Espino Lynn, Massachusetts Details
Gil Espino's BTM Capital Corporation Experience April 1999 - June 2004
Job Support Engineer at Health Care
Industry Information Technology and Services
Experience
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

Teera Spino Teera Spino North Andover, Massachusetts Details
Teera Spino's BTM Capital Corporation Experience 1997 - 1999
Job Owner
Industry Retail
Experience
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

Daniel Dorian Daniel Dorian Greater Boston Area Details
Daniel Dorian's BTM Capital Corporation Experience 2003 - 2005
Job Structured Finance Origination Manager
Industry Financial Services
Experience
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

Tracy McCurdy Tracy McCurdy Greater Boston Area Details
Tracy McCurdy's BTM Capital Corporation Experience September 1993 - April 2005
Job Director at Bostonia Global Securities
Industry Financial Services
Experience
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

Joseph Skahan Joseph Skahan Greater Boston Area Details
Joseph Skahan's BTM Capital Corporation Experience February 1990 - August 2001
Job Senior Manager of Collections at Charles River Development
Industry Computer Software
Experience
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

Greg Rainforth Greg Rainforth Greater Boston Area Details
Greg Rainforth's BTM Capital Corporation Experience 1997 - 2000
Job Director Store Planning & Real Estate at Lindt & Sprungli
Industry Real Estate
Experience
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

Olive Blessing Olive Blessing Greater New York City Area Details
Olive Blessing's BTM Capital Corporation Experience 1996 - December 2002
Job Sr. Manager, PricewaterhouseCoopers
Industry Research
Experience
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

Patricia (Congdon) Reilly Patricia (Congdon) Reilly Newburyport, Massachusetts Details
Patricia (Congdon) Reilly's BTM Capital Corporation Experience May 1997 - April 1998
Job Corporate Accounting Professional
Industry Accounting
Experience
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

Daniel J Landers Daniel J Landers Milton, Massachusetts Details
Daniel J Landers's BTM Capital Corporation Experience July 1991 - March 1998
Job Senior Vice President at Rockland Trust
Industry Banking
Experience
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

David Dyson David Dyson Greater Boston Area Details
David Dyson's BTM Capital Corporation Experience February 2001 - November 2003
Job Director of Internal Audit at iRobot Corporation
Industry Defense & Space
Experience
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

Dave Derfelt Dave Derfelt Greater Chicago Area Details
Dave Derfelt's BTM Capital Corporation Experience December 1997 - December 2005
Job Controller at Navistar Financial
Industry Financial Services
Experience
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

Jennifer Barone Jennifer Barone Glastonbury, Connecticut Details
Jennifer Barone's BTM Capital Corporation Experience June 1997 - October 2000
Job Senior Loan Officer at Guaranteed Rate
Industry Real Estate
Experience
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

Samuel Densmore Samuel Densmore Greater Boston Area Details
Samuel Densmore's BTM Capital Corporation Experience January 1997 - August 1998
Job Application Development Manager at BNY Mellon
Industry Financial Services
Experience
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

Lauri Schwartz Lauri Schwartz Cleveland/Akron, Ohio Area Details
Lauri Schwartz's BTM Capital Corporation Experience May 1999 - November 2002
Job Accountant at The Mandel JCC
Industry Accounting
Experience
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

Bob Liacopoulos Bob Liacopoulos Greater Boston Area Details
Bob Liacopoulos's BTM Capital Corporation Experience 1994 - 1997
Job Financial Planning and Analysis Professional
Industry Higher Education
Experience
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

grant cambridge grant cambridge Greater Los Angeles Area Details
grant cambridge's BTM Capital Corporation Experience 1984 - 1995
Job Partner
Industry Investment Management
Experience
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

JP Pontbriand, CFA JP Pontbriand, CFA Greater Boston Area Details
JP Pontbriand, CFA's BTM Capital Corporation Experience 1998 - 2000
Job Portfolio Manager
Industry Investment Management
Experience
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

Judy Vance Judy Vance Greater Boston Area Details
Judy Vance's BTM Capital Corporation Experience January 1994 - March 2003
Job Vice President Technology at Champagne Logistics
Industry Logistics and Supply Chain
Experience
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

Marc Segal Marc Segal Stowe, Vermont Details
Marc Segal's BTM Capital Corporation Experience 1983 - 2000
Job Managing Director at Killick Aerospace
Industry Financial Services
Experience
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

Leah Giannino Leah Giannino Greater Boston Area Details
Leah Giannino's BTM Capital Corporation Experience March 2001 - January 2004
Job Account Manager at Telogis
Industry Computer Software
Experience
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

Charlotte Quimby Charlotte Quimby Greater Boston Area Details
Charlotte Quimby's BTM Capital Corporation Experience December 1997 - March 2000
Job Computer Software Professional
Industry Computer Software
Experience
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

Scott Pons Scott Pons Rockport, Maine Details
Scott Pons's BTM Capital Corporation Experience 1997 - 1999
Job
Industry Financial Services
Experience
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

Jennifer Feugill Jennifer Feugill Boston, Massachusetts Details
Jennifer Feugill's BTM Capital Corporation Experience April 1999 - September 2003
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
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

Charles Cross Charles Cross Providence, Rhode Island Area Details
Charles Cross's BTM Capital Corporation Experience June 1994 - June 1997
Job Senior Counsel at Wells Fargo Bank
Industry Financial Services
Experience
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

Susan (Sullivan) Bailey Susan (Sullivan) Bailey Greater Boston Area Details
Susan (Sullivan) Bailey's BTM Capital Corporation Experience 2000 - 2001
Job Senior Business Analyst at American Tower
Industry Accounting
Experience
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

Anna Cibotti Anna Cibotti Greater Boston Area Details
Anna Cibotti's BTM Capital Corporation Experience October 2001 - September 2004
Job Revenue and Royalty Manager at Interactive Data Corporation
Industry Accounting
Experience
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

Derek Sullivan Derek Sullivan Greater Boston Area Details
Derek Sullivan's BTM Capital Corporation Experience 1993 - 1997
Job Vice President, Finance, Fidelity Financial Advisor Solutions at Fidelity Investments
Industry Information Technology and Services
Experience
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

Richard Lerman Richard Lerman Greater Boston Area Details
Richard Lerman's BTM Capital Corporation Experience August 1995 - June 1997
Job Vice President, Brown Brothers Harriman
Industry Information Technology and Services
Experience
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

Deborah Hayes, PMP Deborah Hayes, PMP Greater Boston Area Details
Deborah Hayes, PMP's BTM Capital Corporation Experience 1991 - 2000
Job Sr. Project Manager at Ropes & Gray LLP
Industry Information Technology and Services
Experience
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

Jon Romano Jon Romano Greater Boston Area Details
Jon Romano's BTM Capital Corporation Experience November 1992 - June 1998
Job Partner at Morneau & Blanchette, Inc
Industry Accounting
Experience
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

Adam Kader, CPP Adam Kader, CPP Houston, Texas Area Details
Adam Kader, CPP's BTM Capital Corporation Experience August 2003 - March 2006
Job Sales Director at Networks 360
Industry Environmental Services
Experience
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

Jim Winschel Jim Winschel Greater Boston Area Details
Jim Winschel's BTM Capital Corporation Experience December 1995 - December 1998
Job Executive Vice President at PAREXEL International Corporation
Industry Health, Wellness and Fitness
Experience
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

Ron Coderre Ron Coderre Boston, Massachusetts Details
Ron Coderre's BTM Capital Corporation Experience May 1987 - February 1998
Job Vice President Senior Financial Analyst at Bank of America
Industry Computer Software
Experience
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

Sam Post Sam Post Greater Boston Area Details
Sam Post's BTM Capital Corporation Experience 1998 - 2002
Job Mainframe Programmer Analyst at Professional Alternative, Inc. (contracting at Fidelity Investments)
Industry Computer Software
Experience
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

Kerry King Kerry King Greater Boston Area Details
Kerry King's BTM Capital Corporation Experience 1994 - 2007
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
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

Heather Cline Heather Cline Boston, Massachusetts Details
Heather Cline's BTM Capital Corporation Experience July 2000 - October 2003
Job Marketing Communications Coordinator at BTMU Capital Corporation
Industry Financial Services
Experience
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

Rachelle Taqqu, CFA Rachelle Taqqu, CFA Greater Boston Area Details
Rachelle Taqqu, CFA's BTM Capital Corporation Experience 1990 - 1998
Job Principal, New Vista Capital LLC
Industry Financial Services
Experience
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

James Raff James Raff Chicago, Illinois Details
James Raff's BTM Capital Corporation Experience May 2000 - November 2003
Job Chairman and CEO at RPK Capital
Industry Financial Services
Experience
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

Cheryl Golden Cheryl Golden Greater Boston Area Details
Cheryl Golden's BTM Capital Corporation Experience September 2004 - September 2006
Job VP at State Street Bank
Industry Banking
Experience
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

Heather Finn Heather Finn Greater Boston Area Details
Heather Finn's BTM Capital Corporation Experience 1997 - 1999
Job Director, US Institutional Equity Sales at Citigroup
Industry Financial Services
Experience
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

James H Baird Jr James H Baird Jr Greater New York City Area Details
James H Baird Jr's BTM Capital Corporation Experience 1998 - 2001
Job Principal and Founding Partner at Gotham Capital Advisors, LLC
Industry Investment Banking
Experience
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

Margarita D'Amore Margarita D'Amore Greater Boston Area Details
Margarita D'Amore's BTM Capital Corporation Experience August 2003 - August 2004
Job senior accountant
Industry Accounting
Experience
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

Debbie Faichney Debbie Faichney Greater Boston Area Details
Debbie Faichney's BTM Capital Corporation Experience July 1996 - December 2007
Job Bookkeeper at New England Fiber, Inc.
Industry Telecommunications
Experience
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

Kelly Lenzmeier Kelly Lenzmeier Los Angeles, California Details
Kelly Lenzmeier's BTM Capital Corporation Experience March 1997 - November 1999
Job Analyst at Levi Strauss & Co.
Industry Apparel & Fashion
Experience
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

Lisa Mirra Lisa Mirra Burlington, Massachusetts Details
Lisa Mirra's BTM Capital Corporation Experience 1986 - 2002
Job Accounting Professional
Industry Accounting
Experience
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

Wilda Pierre-Louis Wilda Pierre-Louis Greater Boston Area Details
Wilda Pierre-Louis's BTM Capital Corporation Experience June 2000 - November 2002
Job BS BA Management
Industry Management Consulting
Experience
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)

Cindie Champagne Cindie Champagne Greater Boston Area Details
Cindie Champagne's BTM Capital Corporation Experience 1997 - 1999
Job Data Analyst II at Lifespan
Industry Warehousing
Experience
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