BTMU Capital Corporation
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BTMU Capital Corporation Employees
Argus Information and Advisory Services March 2015 - Present
Carnegie Mellon University August 2013 - December 2014
BTMU Capital Corporation June 2014 - August 2014
Expedia, Inc. January 2014 - May 2014
Skills
Data Warehousing, R, SQL, Business Intelligence, Data Mining, Data Visualization, Data Analysis, Data Migration, Data Modeling, Visio, Data Management, Statistics, Statistical Data..., Regression Analysis, Tableau, SPSS, SSIS, SSAS 2008, SAS, Weka, Java, Predictive Analytics, Microsoft Office
Education
Carnegie Mellon University
Lakeside Financial Planning, LLC January 2014 - Present
Bright Horizons Family Solutions September 2012 - August 2014
BTMU Capital Corporation September 2007 - December 2012
Deloitte June 2005 - September 2007
Skills
Microsoft Office, Tax, Financial Planning, Excel, Word, Investments, Tax Preparation, Insurance, Estate Tax Planning, Retirement Planning, Employee Benefits
Education
The Graduate School of Business at Bentley University 2004 — 2005
MST, Taxation & Financial Planning
Bentley University 2000 — 2004
BS, Finance
Lawrence Academy 1996 — 2000
National Tax Training School
Federal Income Tax
Key Equipment Finance March 2013 - Present
BTMU Capital Corporation March 2002 - March 2012
BTMU Capital Corporation November 1994 - February 2002
BTMU Capital Corporation May 1993 - October 1994
Gould Shawmut Inc. July 1986 - August 1991
Skills
Structured Finance, Debt, Origination, Capital Markets, Corporate Finance, Direct Sales, Capital Equipment, Credit Analysis, Risk Assessment, Rail, Business Strategy, New Business Development, Commercial Leasing, Strategy, Valuation, Loan Origination, Financial Structuring, Financial Analysis, Banking
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration
Providence College 1982 — 1986
Bachelor of Arts, Economics
Saint Thomas Aquinas HS 1980 — 1982
California Institute of Technology February 2014 - Present
Quants Research Inc. February 2011 - January 2014
BTMU Capital Corporation April 2009 - December 2011
Skills
Java, JavaScript, AngularJS, jQuery, MySQL, D3.js, Servlets, python, perl, Linux, sybase, shell, vba, R, stata, Matlab, css, HTML, Program Management, Process Improvement, Project Management
Education
The University of Tokyo 2007 — 2009
economics, Master's degree
Keio University 2005 — 2009
economics, Bachelor's degree
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
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
In Transition July 2012 - Present
BTMU Capital Corporation 2003 - 2012
BTMU Capital Corporation 1996 - 2003
BTMU Capital Corporation 1994 - 1996
BTMU Capital Corporation 1991 - 1993
BTMU Capital Corporation 1990 - 1991
Bank of New England 1984 - 1989
Skills
Structured Finance, Portfolio Management, Risk Management, Business Process..., Customer Oriented, Asset Based Lending, Lease Administration, Mentoring, Team Building, Equipment Leasing, Leadership, Team Leadership, Financial Services, Management, Credit, Business Process, Cross-functional Team..., Strategic Planning
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Boston University
Master of Business Administration (M.B.A.)
Self Employed December 2012 - Present
BTMU Capital Corporation January 2009 - April 2012
BTMU Capital Corporation January 2000 - December 2008
BTMU Capital Corporation October 1997 - December 1999
Mellon Bank 1979 - 1997
Skills
Structured Finance, Financial Structuring, Credit, Portfolio Management, Securitization, Treasury Management, Risk Management, Corporate Finance, Credit Analysis, Asset Managment, Loans, Financial Risk, Banking, Credit Risk, Strategy, Commercial Banking, Investments, Restructuring, Asset Management, Capital Markets, Project Finance, Financial Services, Valuation, Finance, Investment Banking
Education
University of Michigan 1977 — 1979
MBA, Finance
Dartmouth College 1973 — 1977
AB, Economics
Senior Whole Health August 2013 - Present
BTMU Capital Corporation June 2013 - August 2013
WGBH Educational Foundation April 2009 - April 2013
PwC August 1997 - April 2009
Skills
Certified Public..., Policy, Non-profits, Budgeting, Compliance, Federal Grants, Board Reporting, Accounting, Grants, Staff Training, Training Delivery, Forecasting, Auditing, Budgets, CFOs, CPA, Tax, Finance, Analysis, Payroll, Accounts Payable, US GAAP, Process Improvement, GAAP, Financial Statements
Education
Boston College 1993 — 1997
Bachelor of Science, Accounting and Finance, Magna Cum Laude
Beacon Rail Leasing, Inc May 2014 - May 2015
BTMU Capital Corporation November 2008 - May 2014
Vectron International January 2005 - November 2008
CitiStreet December 1999 - December 2005
CitiStreet March 1997 - November 1999
CPS Direct, Inc. 1995 - 1996
The Carter Company of Boston, Inc. November 1989 - July 1993
Donald J. Melino, P.C. December 1987 - October 1989
William T. Appleyard, CPA, P.C. November 1986 - November 1987
Charles E. DiPesa & Co. August 1985 - October 1986
Skills
Financial Reporting, Multi-currency..., Revenue Recognition, Financial Accounting, Financial Analysis, Accounting, Auditing, Internal Controls, Finance, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, Forecasting, Budgets, Process Improvement, Account Reconciliation, Tax, Accounts Payable &..., Staff Development, Collaborative Problem...
Education
Simmons College - Simmons School of Management 1993 — 1994
MBA, Finance and Accounting
Salem State University 1980 — 1985
Bachelor of Science in Business Administration, Accounting
CFCU Community Credit Union January 2013 - Present
CFCU Community Credit Union April 2012 - December 2012
BTMU Capital Corporation May 2011 - March 2012
Wainwright Bank & Trust Company March 2002 - April 2011
American Airlines August 1999 - March 2002
Education
University of Massachusetts Boston 2008 — 2011
Master's degree in Science, Accounting
University of Nevada-Reno 1995 — 1999
Bachelor's degree in Arts, Spanish
Dunkin' Brands May 2010 - Present
MFS Investment Management July 2009 - February 2010
BTMU Capital Corporation December 2008 - April 2009
Audax Group LP November 2003 - July 2008
Levine, Katz, Nannis + Solomon, PC July 2002 - May 2003
Ernst & Young January 2001 - April 2001
Sunlife Financial June 2000 - August 2000
Skills
QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Essbase, Accounting Applications, PowerPoint, Lotus Notes, Microsoft Word, Oracle, Adobe Acrobat, Microsoft Office 2003, Program Management, Accounting, Financial Reporting, Accounts Payable, Tax, Accounts Receivable, Auditing
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration, Accounting
Needham High School 1994 — 1998
N/A, Academic Diploma
Premier, Inc. 2010 - Present
US Healthcare Efficiency Index 2009 - Present
Swan Group LLC 2009 - 2010
WellPoint March 2008 - November 2009
Accenture July 1995 - March 2008
BTM Capital Corporation (Investment banking) July 1988 - August 1993
BTMU Capital Corporation June 1988 - August 1993
Skills
Strategic Planning, New Business Development, Marketing Strategy, Managed Care, Healthcare Management, Management Consulting, Start-ups, Business Development, Strategy, Business Strategy, Business Planning, Change Management, Management, Leadership, Mergers & Acquisitions, Consulting, Business Analysis, Mergers, CRM
Education
Duke University
BA, Economics
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
St. John's Preparatory School
HS
Standish Management, LLC June 2014 - Present
Standish Management, LLC January 2014 - May 2014
Psychology and the Other Institute July 2012 - June 2013
BTMU Capital Corporation January 2012 - January 2013
Lesley University May 2011 - September 2012
Lesley University May 2011 - August 2012
Bank Alfalah Limited January 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Time Management, Teamwork, Communication, Event Planning, Accounting, Management
Education
Suffolk University 2014 — 2017
Master's Degree, Accounting
Lesley University 2011 — 2014
Bachelor's Degree, Business Management&Communication, Summa Cum Laude
Kardan University 2009 — 2010
Diploma in Business Administration, Accounting and Finance, 4.0
Mitsubishi UFJ Lease & Finance (USA) November 2014 - Present
BTMU Capital Corporation 2011 - November 2014
BTMU Capital Corporation 2008 - 2011
BTMU Capital Corporation 2004 - 2008
BTMU Capital Corporation 2002 - 2004
BTMU Capital Corporation 2001 - 2002
BTMU Capital Corporation 1998 - 2001
BTMU Capital Corporation 1993 - 1998
Fleet Bank 1992 - 1993
GE Capital 1990 - 1992
Skills
Underwriting, Credit, Portfolio Management, Loans, Debt, Risk Management, Corporate Finance, Asset Management, Financial Analysis, Asset Based Lending, Enterprise Risk..., Loan Work-outs, Financial Risk, Structured Finance, Asset Managment, Credit Analysis, Financial Structuring, Commercial Lending, Loan Origination, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MS
Boston College 1984 — 1988
BS
Fontbonne Academy 1980 — 1984
American & Efird March 2015 - Present
BTMU Capital Corporation September 2011 - February 2015
Alere Inc. (fka Inverness Medical Innovations, Inc.) 2008 - 2011
Skills
Financial Reporting, Accounting
Education
Northeastern University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Beacon Rail Leasing 2011 - Present
BTMU Capital Corporation 2008 - 2011
BTMU Capital Corporation 2003 - 2007
EY 2002 - 2003
KPMG US 2000 - 2002
KPMG US 1998 - 2000
KPMG US 1996 - 1998
Deloitte 1994 - 1996
Bank of New England 1989 - 1992
Skills
CPA, Corporate Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Tax, Treasury Management, Leasing, Hedging, Cash Management, Cash Flow Forecasting, Financial Modeling, Finance, Valuation, Strategic Planning, Management
Education
University of Washington, Michael G. Foster School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Tufts University 1985 — 1989
Bachelor of Arts (BA), Economics and German Studies
BTMU Capital Corporation July 2001 - Present
Education
Massasoit Community College 1985 — 1987
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Massachusetts Bay Community College
Jeanne D'Arc Credit Union February 2014 - November 2014
BTMU Capital Corporation January 2005 - December 2012
BTMU Capital Corporation January 2000 - December 2004
BTMU Capital Corporation January 1992 - December 1999
Skills
Financial Workouts, Collections, Asset Managment, Risk Management, Credit Analysis, Credit Risk, Portfolio Management, Asset Management, Commercial Lending, Credit, Finance, Underwriting, Structured Finance
Education
Suffolk University
Finance and Financial Management Services
Boston College 2013 - Present
Oceanview Publishing August 2011 - Present
Tom MacDonald 2011 - Present
Harest on Vine Emergency Food Pantry 2003 - Present
BTMU Capital Corporation 1987 - 2003
Skills
Fiction, Published Author, Non-fiction, Short Stories, Novels, Ghostwriting, Memoir, Freelance Writing, Book Reviews, Publishing, Books, Literature, Press Releases, Fiction Writing, Publicity, Ebooks, Creative Writing, Social Networking, Poetry, Blogging, Magazine Articles, Storytelling, Web Content, Publications, Feature Articles, Editorial, Editing, Copy Editing, Screenwriting, Proofreading, Content Development, Online Publishing, Newsletters, Journalism, Social Media, Creative Writer, Content Writing, Newspapers, Content Strategy, News Writing, Copywriting, Speech Writing, Marketing Copy, Online Journalism, Content Management, History, Facebook, Technical Writing, Magazines, AP Style
Education
University of Southern Maine 2007 — 2009
MFA, Master of Fine Arts in Creative Writing Fiction
Boston College - Carroll School of Management 1999 — 2002
MBA, Business
Stonehill College 1975 — 1979
BA, Sociology
MUFG Americas October 2014 - Present
BTMU Capital Corporation February 2010 - October 2014
BTMU Capital Corporation 2008 - February 2010
Covidien 2007 - 2008
IAC 2005 - 2007
Pepsi Bottling Group 2004 - 2005
Vitale, Caturano & Company 2002 - 2004
KPMG 1996 - 2002
Deloitte & Touche 1995 - 1996
Skills
Tax, Tax Accounting, Tax planning, Tax Compliance, Tax Audits, State Tax, Tax Research
Education
Boston University School of Law 2002 — 2007
LLM Taxation, Income Taxation
Western New England College School of Law 1992 — 1995
JD, Law
University of Massachusetts Lowell 1987 — 1992
BS, Accounting
Austin Preparatory School 1983 — 1987
Bank of Tokyo-Mitsubishi UFJ September 2011 - Present
BTMU Capital Corporation June 2006 - September 2011
GE Capital August 2003 - June 2006
GE Capital May 2000 - July 2003
GE Capital November 1999 - May 2000
GE July 1997 - November 1999
General Electric June 1991 - June 1997
Skills
Structured Finance, Risk Management, Portfolio Management, Corporate Treasury, Corporate Finance, Financial Analysis, Financial Risk, Financial Structuring, Finance, Treasury Management, Capital Markets, Credit Analysis, Fixed Income, Credit
Education
University of Denver - Daniels College of Business 1995 — 1997
MS Finance, Finance
University College London, U. of London 1989 — 1990
Engineering/Finance
University of Illinois at Urbana-Champaign
BSEE, Engineering
IOD Incorporated October 2014 - Present
BTMU Capital Corporation May 2008 - Present
Commonwealth Automobile Reinsurers April 2003 - April 2008
Skipping Stone 2000 - 2002
Skills
Microsoft SQL Server, Databases, Database Administration, QlikView, SSIS, .NET, Business Intelligence, Business Analysis, Business Objects, Project Management, VBScript, Data Modeling, SSRS, Visual Basic, Web Applications, VMware, QlikView Development, T-SQL, Data Warehousing, ASP, SharePoint, Crystal Reports, DTS, VBA, Visio, PL/SQL, Powershell, Programming, JavaScript, Web Development, SQL, Integration, SQL Tuning, Analysis Services, Database Design, VB.NET, IIS, CSS, Systems Analysis, Stored Procedures, ETL, System Administration, Team Leadership, Visual Studio, Data Migration, ASP.NET, SQL Server Management..., OpenEdge, Tidal Enterprise...
Education
Salem State College 1998 — 2001
Bachelor of Science (BS), Computer Science
North Shore Community College 1997 — 1998
Associate of Arts (A.A.), Liberal Arts
BTMU Capital Corporation March 2012 - Present
BTMU Capital Corporation 2002 - March 2012
BTMU Capital Corporation 2000 - 2002
BTMU Capital Corporation 1998 - 2000
Skills
Bloomberg, Time Management, Smartstream General..., Excel, General Ledger, Securitization, Financial Forecasting, Financial Reporting, Portfolio Management, Microsoft Excel, Treasury Management, Cash Management, Treasury, Funding, Hedging, Loans, Structured Finance, Financial Analysis, Variance Analysis, Analysis, Management, Cash Flow Forecasting, Banking, Financial Modeling, Auditing, Derivatives, Bloomberg Terminal, Investments, Finance, Risk Management, Accounting, Account Reconciliation, Corporate Finance, Credit, Asset Management
Education
Suffolk University - Sawyer School of Management 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Cum Laude
Malden High School 1990 — 1994
Mitsubushi UFJ Leasing and Finance (Boston) November 2014 - Present
Bank of Tokyo Mitsubishi/UFJ - BTMU Capital Corp. February 2000 - November 2014
GE Fanuc Automation September 1999 - February 2000
BTMU Capital Corporation September 1997 - September 1999
Fresenius Medical Care February 1996 - September 1997
Keyport Life 1995 - 1996
Keyport LIfe Insurance 1993 - 1995
Lotus Development November 1990 - July 1993
City of Manchester NH March 1989 - November 1990
US Air Force June 1985 - January 1989
Skills
Active Directory, Windows Server, Risk Mitigation, VMware, Citrix, COBIT, Lotus Domino, SharePoint, IP Telephony, Network Administration, Team Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1995
MBA, Finance
Southern New Hampshire University 1986 — 1988
BS, Business Administration
Newbury College July 2010 - Present
Connors Small Business Financial Services 2003 - 2013
REZ-1 September 2006 - December 2009
Data Driven Appraisals 2002 - 2005
Olympus Healthcare 2000 - 2002
Olympus Healthcare 1998 - 2000
BTMU Capital Corporation 1992 - 1998
Bank of New England 1988 - 1991
Ernst & Young 1984 - 1988
Skills
Business Analysis, Process Improvement, Business Process..., Business Strategy, Accounting, Strategy, Strategic Planning, Financial Accounting, Analysis, Leadership, Access, QuickBooks, Financial Reporting, Finance, Customer Service, Vendor Management, Microsoft Office, Project Management, Project Planning, Auditing, Training, Forecasting, Financial Analysis, Internal Controls, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
NetProspex (Dun and Bradstreet) September 2014 - Present
Pegasystems March 2014 - September 2014
Intuit April 2013 - March 2014
Intuit August 2012 - March 2014
Welch & Forbes LLC July 2007 - August 2012
Fisher College November 2011 - May 2012
BTMU Capital Corporation June 2001 - July 2007
Skills
System Design, CRM, Project Management, Strategic Planning, Financial Modeling, Process Engineering, Product Management, Microsoft CRM, Web Design, Visual Basic, Microsoft SQL Server, C++, Microsoft Excel, PowerPoint, Microsoft Reporting..., Microsoft Word, SaaS, Business Intelligence, Management, Salesforce.com, Business Analysis, Enterprise Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston University 2005 — 2007
MS, Computer Information Systems
Providence College 1997 — 2001
BS, Computer Science
East Longmeadow High School
NH Learning Solutions Corporation July 2012 - Present
BTMU Capital Corporation December 1998 - April 2012
Skills
SharePoint, Team Leadership, VMware, Training, Virtualization, Troubleshooting, PowerPoint, Strategic Planning, Management, System Administration, Networking, CRM, Customer Service, Salesforce.com, Project Management, Security, Cloud Computing, Citrix, Vendor Management, Sales, Disaster Recovery, Technical Support, Active Directory, Microsoft Technologies, Process Improvement, Data Center, Visio, Information Technology, Leadership, Windows 7, Microsoft Exchange, Servers, Microsoft Certified..., Hardware, ITIL
Education
ITT Technical Institute-Wilmington 1994 — 1998
Bachelor's degree, Information Technology
Somerville High School 1990 — 1993
University of Massachusetts July 2010 - Present
Whitehead Institute for Biomedical Research December 2007 - December 2008
Independent Consultant April 2004 - November 2007
Babson College October 2002 - January 2004
Independent Consultant July 2000 - October 2002
Independence Investment Associates October 1996 - June 2000
BTMU Capital Corporation October 1984 - October 1996
John Hancock Financial Services 1982 - 1984
Skills
Project Management, Project Planning, IT Management, Management, Business Process, Management Consulting, Analysis, Team Building, Contract Negotiation, Business Analysis, Budgets, Business Process..., Vendor Management, Program Management, Leadership, Consulting, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management Information Systems
Babson College
BS, Finance/Quantitative Methods and Investments
Cathedral High School
Villanova University
Master Certificate, Project Management
@properties 2013 - Present
Wehner & Company LLC 2006 - 2013
Renewable Finance Group, LLC 2008 - 2012
BTMU Capital Corporation 2003 - 2006
CIT 1992 - 2003
The Transportation Group (Paine Webber Affiliate) 1988 - 1992
UBS Investment Bank 1988 - 1989
J.P. Morgan 1984 - 1988
Bank of America 1981 - 1984
Bank of America 1980 - 1981
Education
University of Chicago 1978 — 1980
MBA, Finance & Marketing
Dartmouth College 1970 — 1974
AB, Economics
Beacon Hill Staffing Group 2015 - Present
Olympia Moving & Storage 2013 - 2014
BTMU Capital Corporation 2008 - 2012
GE Healthcare Financial Services (Formerly HPSC) 1997 - 2007
HPSC May 1999 - June 2001
HPSC September 1997 - June 1999
Advent International March 1996 - July 1996
First Data Investor Services August 1992 - March 1996
Skills
Six Sigma, Compliance, Customer Satisfaction, Customer Service, Microsoft Office, Word, Excel, PowerPoint, Operations Management, Process Improvement, Industry Research, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Training, Management, Credit, Analysis, Leadership, Banking, Cross-functional Team..., Sales
Education
Brookline High School
Northeastern University
Cultural Anthropology
Deutsche Bank May 2015 - Present
Morgan Stanley April 2014 - April 2015
JPMorgan Chase August 2013 - December 2013
BTMU Capital Corporation July 2011 - July 2013
Bank of America July 2009 - July 2011
Bank of America November 2008 - June 2009
Morgan Stanley August 2006 - September 2007
Morgan Stanley Global Wealth Management March 2005 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Financial Analysis, Risk Management, Fixed Income, Financial Reporting, Credit, Forecasting, Cash Flow, Banking, Asset Allocation, Corporate Finance, Credit Analysis, Bloomberg, Credit Risk, Capital Markets, Equities, Finance, Loans, Asset Management, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance / Investments
Rowan University 2001 — 2005
Finance / Investments
BTMU Capital Corporation July 2007 - Present
BTMU Capital Corporation July 2003 - July 2007
BTMU Capital Corporation January 2000 - July 2003
Skills
Financial Reporting, Financial Planning, Financial Analysis, SOX, Credit, Project Portfolio..., Risk Management, Process Improvement, Account Reconciliation, Corporate Finance, Cash Management, Sarbanes-Oxley Act, Internal Controls, Banking, Project Finance, Strategic Financial..., Asset Management, Finance, Financial Modeling, Treasury Management, Cash Flow Forecasting, Portfolio Management
Education
Northeastern University 1987 — 1991
Master of Business Administration (MBA)
University at Albany, SUNY 1980 — 1984
bs, business
VCG Capital Services January 2005 - Present
VCG Aviation Services January 2005 - Present
International Capital Equipment January 2005 - Present
Vista Consulting Group, Inc. January 2005 - Present
BTMU Capital Corporation February 1989 - January 2005
Skills
Structured Finance, Portfolio Management, Financial Structuring, Due Diligence, Corporate Finance, Asset Based Lending, Credit, Capital Markets, Financial Analysis, Asset Managment, Asset Management, Commercial Lending, Project Finance, Finance, Restructuring, Credit Analysis, Loans, Private Equity, Banking, Credit Risk, Financial Risk, Investment Banking, Investments, Mergers, Risk Management, Treasury Management, Valuation
Education
Bentley University
BS, Marketing /Management
Bishop Hendricken HS
Bankers Capital 2004 - Present
BTMU Capital Corporation 1991 - 2003
Skills
Finance, Credit, Asset Based Lending, Structured Finance, Investments, Risk Management, Portfolio Management, Credit Analysis, Credit Risk
Education
Bentley College
Bachelor of Science (BS), Economics/Finance
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
BBC Aviation Enterprises, LLC -Aviation Advisors Group, LLC April 2010 - Present
National City Bank - PNC Financial Services 2004 - April 2010
Provident Bank 1997 - 2004
BTMU Capital Corporation 1989 - 1997
Skills
ASA, American Society..., Credit Analysis, Financial Structuring, Finance, Commercial Banking, Loans, Aircraft Finance, Aircraft Leasing, Structured Finance, Commercial Lending, Asset Based Lending, Banking, Business Planning, Credit, Asset Management, Portfolio Management, Financial Analysis, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1997
MBA, Finance
Babson College 1985 — 1989
BS, Finance, Economics
Sun Life Financial August 2015 - Present
John Hancock Life Ins Co Usa March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
BTMU Capital Corporation August 2009 - February 2011
PwC September 2006 - July 2009
PwC September 2003 - September 2006
Skills
Financial Reporting, Audit, SOX, Accounting, Financial Analysis, Auditing, Internal Audit, Financial Accounting, Insurance, Sarbanes-Oxley Act, US GAAP, SEC filings, GAAP, Sarbanes-Oxley, Financial Modeling, Internal Controls, CPA, IFRS, Assurance, External Audit, Financial Audits
Education
Isenberg School of Management, UMass Amherst 1999 — 2004
BBA, MSA, Accounting
University of Massachusetts, Amherst 1999 — 2003
BBA, Accounting
Lunenburg High School 1995 — 1999
BTMU Capital Corporation January 1998 - Present
BankBoston 1994 - 1998
Skills
Training, System Administration, Cisco Technologies, Active Directory, Program Management, Accounting, Security, IT Management, Networking, VMware, Project Management, Vendor Management, SharePoint, Lotus Notes, Troubleshooting, Process Improvement, Financial Analysis, Microsoft Office
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.)
Citizens Financial Group, Inc. September 2015 - Present
Citizens Bank, N.A. December 2010 - August 2015
Citizens Bank, N.A. December 2009 - December 2010
General Electric Capital Corporation 1999 - 2009
BTMU Capital Corporation 1997 - 1999
Nixon Peabody 1995 - 1997
Partridge Snow & Hahn LLP 1990 - 1995
Edwards Angell Palmer & Dodge LLP 1988 - 1990
Skills
Workout, Corporate Law, Contract Negotiation, Asset Managment, Finance, Commercial Litigation, Asset Management, Strategy, Restructuring, Mergers & Acquisitions, Financial Services, Management, Corporate Finance, Portfolio Management, Risk Management, Financial Analysis, Due Diligence
Education
University of Pittsburgh 1985 — 1988
MA Public and International Affairs, International Security; Global Economics
University of Pittsburgh School of Law 1984 — 1988
JD, Law
Boston College 1980 — 1984
BA, History
BTMU Capital Corporation July 1985 - Present
BTMU Capital Corporation 1985 - 2009
Education
Boston College 1981 — 1985
Economics
BTMU Capital Corporation April 1998 - Present
John Hancock Life Insurance Company (U.S.A.) 1986 - 1997
Skills
Microsoft SQL Server, SSIS, DTS, Data Warehousing, Process Redesign, Data Analysis, Requirements Gathering, Document Imaging, Tidal Enterprise..., SharePoint, Process Improvement, Project Management, Financial Reporting, Microsoft Excel, Visio, Financial Analysis, Bloomberg, Team Leadership, Batch Files, InfoPath, SDLC, Accounting, QlikView, Financial Modeling, Training, Program Management, System Administration, Requirements Analysis
Education
Boston University Metropolitan College 1992 — 1994
Masters in Computer Science
Suffolk University 1981 — 1985
Bachelor in Science in Business Administration – Computer Information Systems
Analog Devices December 1999 - Present
BTMU Capital Corporation May 1987 - December 1999
Skills
Semiconductors, Supply Chain Management, Supply Chain, Device Drivers, Manufacturing, Materials Management, Reliability, Electronics, Processors, Continuous Improvement, Six Sigma, MRP, Logistics, SPC, Inventory Management, Supply Management, SAP, Trade Compliance, Lean Manufacturing, Cross-functional Team...
Education
Suffolk University 1983 — 1988
Bachelor of Science (BS), Business Administration and Management, General
John Hancock Director of FinanceInterGen1995 - 1999
BTMU Capital Corporation 1985 - 1994
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1990
MBA, Business Administrtation
Northeastern University 1978 — 1983
BA, Business Administrtation
Euro-Pro September 2013 - Present
BTMU Capital Corporation April 2011 - September 2013
BTMU Capital Corporation October 2008 - April 2011
Sun Life Financial 1993 - 2008
Skills
Process Improvement, QlikView Development, QlikView, VB for Excel/Access, Microsoft SQL Server, Microsoft Office, PeopleSoft, Oracle Financial, Oracle Discoverer, Tidal Enterprise..., Merant Version Manager, Excel Pivot, Business Intelligence, DTS, Business Process, Data Warehousing, Crystal Reports, Requirements Gathering, Business Analysis, Systems Analysis
Education
Lesley University
BS, Management
KeyBank November 2014 - Present
Westerly Wind LLC January 2013 - October 2014
First Wind November 2008 - September 2012
NextEra Energy June 2002 - November 2008
BTMU Capital Corporation 2000 - 2002
Bank of America 1990 - 2000
Skills
Project Finance, Debt, Equities, Venture Capital, Treasury Management, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, Energy, Private Equity, Renewable Energy, Structured Finance, Financial Structuring, Financial Analysis, Finance, Risk Management, Restructuring, Investment Banking, Forecasting, Business Strategy, Capital Markets, Joint Ventures
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA, Finance & Strategic Planning
Willamette University 1980 — 1984
BA, Mathematics & Economics
BTMU Capital Leasing & Finance, Inc. March 2012 - Present
BTMU Capital Corporation March 1997 - March 2012
Polaroid January 1995 - March 1997
Skills
Analytics, Asset Management, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Structured Finance
Education
Isenberg School of Management, UMass Amherst 1992 — 1994
MBA, Finance
Bowdoin College 1986 — 1990
BA, Economics
RBS Citizens Asset Finance May 2014 - Present
Middlesex Capital Corporation 2011 - Present
AIG 2012 - 2014
KEY NATIONAL FINANCE 2008 - 2011
UBS Investment Bank 2006 - 2008
BTMU Capital Corporation 2004 - 2006
Dexia Credit Local 2002 - 2004
PRICEWATERHOUSECOOPERS/DEXIA 2000 - 2004
FLEET CAPITAL CORPORATION 1997 - 2000
LEASING SOLUTIONS INC 1992 - 1997
Skills
Structured Finance, Structuring, Debt, Origination, Syndications, Transaction, Banking, Project Finance
Education
Northeastern University 1981 — 1983
MASTER, BUSINESS ADMINISTRATION; Finance
Providence College 1976 — 1980
BACHELOR OF SCIENCE, BIOLOGY
John Hancock Funds January 2008 - Present
Wellington Management November 2005 - December 2007
JP Morgan Chase September 1991 - November 2005
BTMU Capital Corporation July 1998 - November 1999
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
University of Massachusetts Boston 1986 — 1990
BS, Management-Accounting
Concord Wealth Management 2015 - 2015
BTMU Capital Corporation August 1988 - March 2012
Keystone 1986 - 1988
Skills
Treasury Management, Cash Management, Banking, Finance, Risk Management, Cash Flow Forecasting, Asset Based Lending, Financial Analysis, Liquidity Management, Credit Analysis, Structured Finance, Corporate Finance, Interest Rate Risk..., Investments, Financial Reporting, Portfolio Management, Foreign Exchange, Lines Of Credit, Financial Regulation, Banking Solutions, Operations Management, Capital Markets, Financial Risk, Financial Transactions, Financial Structuring, ACH, Loans, Credit, Treasury, Credit Risk, Investment Banking, Bloomberg, Fixed Income, Commercial Lending, Due Diligence, Treasury Services, Loan Origination, Asset Management, Banking Relationships, Securitization, Financial Planning, Retirement Planning, Life Insurance
Education
Suffolk University - Sawyer School of Management 1990 — 1993
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1984
Bachelor's degree, Accounting
Snider High School
Snider High School
Breakwater Capital June 2013 - Present
BTMU Capital Corporation March 2001 - March 2013
Federal Reserve Bank of Boston June 1998 - March 2001
FDIC April 1991 - March 1997
Skills
Transaction, Portfolio Management, Debt, Structuring, Credit, Structured Finance, Banking, Restructuring, Risk Management, Workout, Financial Structuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1998
MBA, Finance
Bryant University 1986 — 1990
BSBA, Finance
Satisfied Cravings March 2012 - Present
BTMU Capital Corporation June 2007 - November 2011
BayernLB June 2004 - April 2007
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's degree, Finance
CFA charter holder
Mitsubishi UFJ Lease & Finance (U.S.A.) Inc. April 2015 - Present
BTMU Capital Corporation November 2014 - April 2015
Beacon Intermodal Leasing LLC May 2014 - November 2014
Beacon Rail Leasing June 2013 - May 2014
interim U.S. Senator William "Mo" Cowan Office February 2013 - June 2013
U.S. Senator John F. Kerry's Office September 2008 - February 2013
Skills
Microsoft Word, Office Management, Facebook, Social Networking, Office Administration, Public Policy, Politics, Policy, Westlaw, Litigation, Policy Analysis
Education
New England Law Boston 2012 — 2016
Doctor of Law (J.D.)
University of Vermont 2004 — 2008
Bachelor of Arts (B.A.), Political Science and English
St. John's Prep 2000 — 2004
KQED December 2014 - Present
SoFi September 2014 - December 2014
Grand Circle Corporation June 2012 - August 2014
BTMU Capital Corporation January 2012 - March 2012
BTMU Capital Corporation August 2008 - December 2011
Skills
Financial Analysis, Process Improvement, Financial Modeling, Budgets, Financial Reporting, Microsoft Excel, Finance, Corporate Finance, Forecasting, Accounting, Variance Analysis, Auditing, Accounts Payable, Financial Accounting, Sarbanes-Oxley Act
Education
Northeastern University - Graduate School of Business Administration 2009 — 2013
MSF/MBA
Endicott College 2005 — 2007
University of Tampa - John H. Sykes College of Business 2003 — 2005
Business Administration, Management and Operations
BTMU Capital Corporation May 2011 - Present
Maraschino Distribution March 2006 - September 2013
Northeastern University - Graduate School of Business Administration December 2010 - April 2011
Vannen Watches July 2009 - April 2011
UCLA November 2006 - June 2009
Source Interlink Media March 2008 - December 2008
OverAmerica Media Group January 2006 - September 2006
Primedia October 2003 - November 2004
Sony Music Entertainment February 2004 - July 2004
Petersen Publishing March 2001 - May 2002
Skills
Finance, Start-ups, Product Development, Business Process..., Project Management, New Business Development, Business Strategy
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA/MSF, Business and Finance
University of California, Los Angeles 2006 — 2009
B.S., Physics
Santa Monica College 2001 — 2005
A.A., General Sciences
Red Thread January 2014 - Present
BTMU Capital Corporation January 2007 - Present
Commonwealth Automobile Reinsurers July 2002 - January 2007
Interliant Inc. July 1999 - December 2001
Liberty Mutual Insurance September 1997 - July 1999
Medtronic May 1995 - September 1997
Skills
VMware, NetApp Filers, Cisco Technologies, Windows Server, Checkpoint Security, HP Server Hardware, Backup Exec, Sophos, EqualLogic, VMware View, VMWare SRM, V3Systems, Active Directory
Education
Boston University 1996 — 1997
gyro June 2015 - Present
Bank of America Merrill Lynch May 2015 - June 2015
Berklee College of Music December 2014 - February 2015
Tufts University May 2013 - December 2014
Vertex Pharmaceuticals April 2011 - December 2012
IPG July 2010 - April 2011
AIDS Action Committee July 2009 - December 2009
Cross Country Healthcare October 2007 - November 2008
BTMU Capital Corporation July 2003 - June 2007
Skills
Customer Service, Music, Management, Social Media, Teaching, Technical Support, CRM, Mac, Windows, Active Directory, System Deployment, Hardware, Mobile Devices, OS X, Operating Systems, Software Documentation, Troubleshooting, Windows 7, Windows XP
Education
North Shore Community College 2001 — 2003
Associate's Degree