Cambridge Trust Company

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Cambridge Trust Company Employees

Employee
Years
Job
Industry
Laura Ganat Laura Ganat Greater Boston Area Details
Laura Ganat's Cambridge Trust Company Experience August 2014 - Present
Job
Industry Banking
Experience
Cambridge Trust Company   August 2014 - Present
Bank of America  February 2006 - April 2014
Cambridge Savings Bank  April 2002 - February 2006
Sovereign Bank  January 1995 - March 2001

Skills
Microsoft Office, Loans, Microsoft Word, Credit, Small Business Lending, Commercial Lending, English, Portfolio Management, Customer Service, Leadership

Education
Hofstra University   1981 — 1985
Bachelor's Degree, Communication and Media Studies

Denis Sheahan Denis Sheahan Cambridge, Massachusetts Details
Denis Sheahan's Cambridge Trust Company Experience April 2015 - Present
Job President and CEO at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   April 2015 - Present
Rockland Trust  September 2013 - March 2015
Rockland Trust  April 2000 - September 2013
Rockland Trust  July 1996 - April 2000
BayBank  July 1986 - July 1996

Skills
Financial Analysis, Banking, Risk Management, Cash Management, Finance

Education
Boston University   2000 — 2001
Master of Business Administration (MBA)

Cork Institute of Technology   1983 — 1986
Business Studies (Accounting)

Corinne Utley Corinne Utley Greater Boston Area Details
Corinne Utley's Cambridge Trust Company Experience 2004 - 2006
Job Outstanding Customer Service Professional
Industry Consumer Services
Experience
North Bridge Podiatry   Patient Service RepresentativeActon Medical AssociatesAugust 2009 - June 2011
Acton Medical Associates, PC  2009 - 2011
Kelly Services for Monster.com   2008 - 2009
for Herb Chambers BMW   January 2007 - 2007
Cambridge Trust Company   2004 - 2006
Citizens Bank  2001 - 2004

Skills
Medical Terminology, Healthcare, ICD-9, HIPAA, Customer Service, Call Center, Banking, Healthcare Information..., Software Documentation, Process Improvement, Medicine

Education
American Career Institute

Maynard High School

Middlesex Community College
Accounting

Victoria Lazzell Victoria Lazzell Greater Boston Area Details
Victoria Lazzell's Cambridge Trust Company Experience October 1994 - October 1996
Job Team Leader and SVP, Boston Private Bank
Industry Banking
Experience
Boston Private Bank  October 2010 - Present
Citizens Bank  September 1996 - October 2010
PNC Bank  October 2000 - February 2002
Cambridge Trust Company   October 1994 - October 1996
Shawmut Bank  March 1985 - September 1994

Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Underwriting, Risk Management, Credit Risk, Asset Based Lending, Middle Market, Finance, Treasury Management, Cash Management

Education
The George Washington University - School of Business   1978 — 1980
MBA

Washington College   1970 — 1974
BA, Humanities

Fairfax Hall Preparatory School   1968 — 1970
College Prep

Christopher Vedro Christopher Vedro Providence, Rhode Island Area Details
Christopher Vedro's Cambridge Trust Company Experience March 2015 - Present
Job Banking / Finance
Industry Financial Services
Experience
Cambridge Trust Company   March 2015 - Present
The Washington Trust Company  November 2013 - September 2014
TD Bank  March 2011 - November 2013
Bank of America  July 1999 - November 2009

Skills
Commercial Banking, Commercial Lending, Real Estate, Credit Analysis, Credit, Loans, Mortgage Lending, Banking, Small Business Lending, Credit Risk, Underwriting

Education
Boston College   2001 — 2004
Master of Business Administration (M.B.A.), Finance

Boston College   2001 — 2004
Master of Science (M.S.), Finance

Brown University   1994 — 1998
Bachelor of Arts (B.A.), Economics

Gene Kalaw Gene Kalaw Greater Boston Area Details
Gene Kalaw's Cambridge Trust Company Experience 2012 - Present
Job Assistant Vice President Business Development Officer at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   2012 - Present
Sovereign Bank/Santander  2007 - 2012
Independent Financial Adviser   2001 - 2007
New England Financial  1999 - 2001
parents forum   2000 - 2000
Electronics Boutique  1991 - 1999
Highland Super Stores   1990 - 1991

Skills
Small Business Lending, Consumer Lending, Loans, Strategic Planning, Credit, Commercial Lending, Mortgage Lending, Sales, Cross Selling, Commercial Banking, Business Development, Retail Banking, Banking, Small Business, Credit Analysis, Lines Of Credit, Human Resources, Mortgage Banking, Branch Management, Negotiation, Portfolio Management, Deposits, Loan Origination, Finance, Commercial Mortgages, Underwriting, Wealth Management, Credit Risk

Education
Tufts University   1986 — 1990
Psychology

ME Fitzgerald

North Cambridge Catholic

Marya Wall Marya Wall Greater Boston Area Details
Marya Wall's Cambridge Trust Company Experience June 2015 - Present
Job AVP BSA Officer at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   June 2015 - Present
Florida Bank  March 2009 - March 2015
Florida Bank  2009 - March 2015

Skills
Banking, Anti Money Laundering, Bank Secrecy Act, OFAC, Loans, USA PATRIOT Act, Money Service Businesses, Risk Management, Credit, Credit Analysis, Retail Banking, Employee Training, Project Planning, Suspicious Activity..., Policy Writing, Procedure Development, Reporting & Analysis

Education
ACAMS
Certified Anti-Money Laundering Compliance Specialist

Institute of Certified Bankers
Certified Regulatory Compliance Manager

The University of Memphis   1988 — 1992
Bachelor of Education (B.Ed.), Elemementary Education, Magna Cum Laude

The University of Memphis   1988 — 1992
BS Education, Elementary Education and Teaching

Sally Green Sally Green Newburyport, Massachusetts Details
Sally Green's Cambridge Trust Company Experience July 2014 - Present
Job Former Chief Operating Officer, Federal Reserve Bank & Community Leader
Industry Financial Services
Experience
ChildFund International  January 2015 - Present
Cambridge Trust Company   July 2014 - Present
Federal Reserve Bank of Richmond  2006 - August 2013
Virginia Early Childhood Foundation  2010 - July 2013
United Way of Greater Richmond & Petersburg  2007 - July 2013
Boys & Girls Clubs of America  2007 - July 2013
Robins School of Business, University of Richmond   2012 - June 2013
Federal Reserve Bank of Boston  1978 - 2006
Abt Associates  1972 - 1977
Model Cities  1970 - 1971

Skills
Leadership, Program Management, Public Speaking, Management, Policy, Strategic Planning, Financial Modeling, Finance, Strategy, Banking, Risk Management, Financial Services, Nonprofits, Executive Management

Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Science in Management (MSM)

Mount Holyoke College
Bachelor's Degree, Economics (with distinction)

Other Executive Education

Jason DeMello Jason DeMello Haverhill, Massachusetts Details
Jason DeMello's Cambridge Trust Company Experience November 2011 - Present
Job VP, Business Development Officer at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   November 2011 - Present
TD Bank  February 2006 - October 2011

Skills
Banking, Business Development, Credit, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Sales, Small Business Lending, Investments, Consumer Lending, Commercial Banking

Education
Johnson and Wales University

Northeastern University

Jed Cooper Jed Cooper Beaverton, Oregon Details
Jed Cooper's Cambridge Trust Company Experience February 2000 - June 2001
Job Supply Chain Analyst at VTech
Industry Telecommunications
Experience
VTech  September 2013 - Present
VTech  April 2012 - September 2013
VTech  July 2007 - April 2012
United Natural Foods  September 2005 - March 2007
United Natural Foods  August 2003 - September 2005
C&S Wholesale Grocers  August 2001 - August 2003
Cambridge Trust Company   February 2000 - June 2001
Fund for Public Interest Research  August 1999 - February 2000

Skills
Supply Chain, Forecasting, Sales Operations, Cross-functional Team..., Project Planning, Product Marketing, Account Management, Sales, Inventory Management, Telecommunications, Team Leadership, Key Account Management, Logistics, Strategic Planning, Management, Pricing, CPFR, Demand Planning, Oracle Applications, MS Excel Pivot Tables, S&OP implementation, Microsoft Excel, PowerPoint, Google Docs

Education
Brandeis University   1995 — 1999
Bachelor’s Degree, Anthropology

Brandeis University   1995 — 1999
Bachelor of Arts (BA), Political Science and Government

The School for Field Studies   1998 — 1998

Stephen Morrison Stephen Morrison Greater Boston Area Details
Stephen Morrison's Cambridge Trust Company Experience March 2015 - Present
Job Vice President Residential Lending at Cambridge Trust
Industry Financial Services
Experience
Cambridge Trust Company   March 2015 - Present
Citizens Bank  July 2008 - March 2015
Bank of America  May 2004 - July 2008
Salem Five Bank  2003 - 2003
Cambridgeport Bank  1999 - 2003
Winchester Savings Bank  1996 - 1999
National Medical Care  1990 - 1994

Skills
Residential Mortgages, Investment Properties, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, VA loans, FHA financing, USDA, Government Loans, Banking, Home Equity Lines of..., Non-Conforming, Construction Loans, Commercial Lending, Residential Homes, Finance, Portfolio Management, Small Business Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Real Estate, Financial Analysis, Credit Analysis, Underwriting, First Time Home Buyers, Referrals, Condos, Mortgage Underwriting, Reverse Mortgages, Home Equity Loans, Loss Mitigation, Cross Selling, Investors, Consumer Lending

Education
Northeastern University   1986 — 1991
Bachelor Of Science, Business Administration and Management, General

Arlington   1982 — 1986

Nadine narcisse Nadine narcisse Greater Boston Area Details
Nadine narcisse's Cambridge Trust Company Experience February 2006 - February 2006
Job accountant at Morrison Mahoney LLP
Industry Law Practice
Experience
Morrison Mahoney   December 2007 - Present
Morrison Mahoney LLP  July 2006 - Present
PharMerica  July 2006 - December 2007
Adjudicator   March 2006 - July 2006
Cambridge Trust Company   February 2006 - February 2006
StewartUnited Postal Service   September 2002 - August 2004
Becker College  September 2001 - May 2004

Education
Becker College   1999 — 2003
account

Becker College
Bachelor of Applied Science, Accounting

Elvita Isenia Elvita Isenia Greater Boston Area Details
Elvita Isenia's Cambridge Trust Company Experience October 1994 - December 2009
Job "We have more possibilities available in each moment than we realize." Thich Nhat Hanh
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company  September 2014 - May 2015
SARELVI   May 2011 - June 2014
Kliniek Dr. J. Taams   April 2012 - October 2013
Cambridge Trust Company   October 1994 - December 2009

Skills
Organizational..., Management Consulting, Project Implementation, Project Planning, Leading People, Analysis, Team Building, Budgeting, Banking, Business Analysis, Business Strategy, Business Planning, Customer Relations, Employee Relations, Financial Analysis, Financial Planning, Financial Reporting, Team Leadership, Microsoft Office, Negotiation, Projects, Quality Assurance, Quality Management, Research, Risk Management, Supervision, Underwriting, Writing, Windows, Finance, Teaching Adults, Portfolio Management, Recruiting, Coaching, Training, Change Management, Healthcare, Project Management, Credit, Strategic Planning, Loans, Credit Risk, Wealth Management, Customer Service, Leadership, Management, Mortgage Lending, Financial Services

Education
Boston University   2006 — 2008
Online courses, Financial Planning and Services

Simmons College - Simmons School of Management   1993 — 1994
MBA, Business Administration

Boston University   1989 — 1993
BA, Economics, Statistics

Robert Hung Robert Hung Greater New York City Area Details
Robert Hung's Cambridge Trust Company Experience June 2006 - December 2006
Job Senior Associate at CBIZ MHM, LLC Corporate Recovery Services
Industry Accounting
Experience
CBIZ MHM, LLC  February 2010 - Present
Kennic Lui & Company, C.P.A.   June 2008 - September 2008
Citigroup - Global Transaction Service   July 2007 - September 2007
Cambridge Trust Company   June 2006 - December 2006
Petroleum Wholesalers, Inc.   July 2005 - December 2005
American Chinese Christian Education & Social Service, Inc.   February 2004 - April 2004
Kennic Lui & Company, C.P.A.   May 2002 - September 2002

Skills
Microsoft Office 2007, Bankruptcy, Chinese, Mandarin, Forensic Analysis, Fraud Investigations, Litigation Support, Cantonese, Fraud, Accounts Payable, Financial Analysis, Forensic Accounting, Microsoft Excel, Corporate Recovery, Financial Reporting, Microsoft Office

Education
NORTHEASTERN UNIVERSITY   2008 — 2009
Master of Science Degree in Leadership, Financial Services, 3.5

Northeastern University   2002 — 2007
Bachelor of Science Degree in Business Administration, Accounting, 2.5

Danielle Carter Danielle Carter Greater Boston Area Details
Danielle Carter's Cambridge Trust Company Experience May 2011 - January 2012
Job Audit Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  November 2014 - Present
Iron Mountain  June 2013 - August 2013
Kelmar Associates, LLC  June 2012 - August 2012
Cambridge Trust Company   May 2011 - January 2012

Skills
Microsoft Excel, Auditing, PowerPoint, Banking, Human Resources, Team Building, Leadership, Teamwork, Financial Analysis, Microsoft Word, Management, QuickBooks

Education
Bentley University   2010 — 2014

Greg Megerdichian Greg Megerdichian Greater Boston Area Details
Greg Megerdichian's Cambridge Trust Company Experience September 2007 - July 2008
Job Healthy Snack Program & Sales Manager at BostonbeaN Coffee Company
Industry Food & Beverages
Experience
BostonbeaN Coffee Company   September 2012 - Present
NEW ENGLAND INVESTMENTS, LLC   November 2008 - September 2012
Cambridge Trust Company   September 2007 - July 2008
New England Sports Network  November 2006 - May 2007
BOSTON SPORTS CLUBS  May 2005 - May 2007

Skills
Management, Sales, Advertising, Cold Calling, Customer Service, Sales Management, Time Management, Sales Operations, Customer Retention, Program Management, Banking, Investments, Marketing Strategy, Residential Homes, Leadership, Team Building, Social Media Marketing, Program Development

Education
Johnson and Wales University   2003 — 2007
B.S, Sports/ Event/ Entertainments Management

Rob Siegrist Rob Siegrist Greater Boston Area Details
Rob Siegrist's Cambridge Trust Company Experience 2002 - Present
Job SVP, Marketing Director at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   2002 - Present
Capital Crossing  2000 - 2002
Fleet Bank (formerly BankBoston/Bank of Boston)   1993 - 2000

Skills
Marketing Strategy, Marketing Communications, Advertising, Public Relations, Brand Development, Banking, Email Marketing, Web Design, Strategy, Product Development, Marketing, CRM, Integrated Marketing, Business Development, Social Media Marketing

Education
University of Illinois at Chicago   1991 — 1992
MBA, Finance

Boston University Questrom School of Business   1981 — 1985
BS, Marketing

Kaitlyn Gilpin Kaitlyn Gilpin Greater Boston Area Details
Kaitlyn Gilpin's Cambridge Trust Company Experience September 2014 - Present
Job Wealth Management Marketing Coordinator at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   September 2014 - Present
Cambridge Trust Company   August 2013 - September 2014
Cambridge Trust Company   March 2012 - August 2013
Skidmore College  September 2011 - December 2011
Brookside Museum   September 2010 - December 2011
MESOAMÉRICA, Skidmore College   June 2010 - December 2011
Skidmore College  January 2010 - December 2011
Skidmore College  August 2009 - December 2010

Skills
Research, Gallery Management, Grant Writing, Editing, Museums, Teaching, Press Releases, History, Public Speaking, Social Media, Event Planning, Higher Education, Non-profits, Community Outreach, Event Management, Adaptability, Management, Microsoft Office, PowerPoint, Microsoft Word

Education
Skidmore College   2008 — 2011
Bachelor of Arts, English and History

Patricia Mullin, CCM Patricia Mullin, CCM Greater Boston Area Details
Patricia Mullin, CCM's Cambridge Trust Company Experience 2007 - Present
Job Member of Cultural Council at Town of Stow, Massachusetts
Industry Financial Services
Experience
Town of Stow, Massachusetts   November 2010 - Present
Cambridge Trust Company   2007 - Present
New England Association of Financial Professionals (NEAFP)   1998 - 2015
Sovereign Bank  2000 - 2006
State Street Corporation  1983 - 2000
First Chicago  1977 - 1983

Skills
Commercial Banking, Cash Management, Banking, CRM, Business Development, Treasury, Internet Banking, Treasury Management, Leadership, Payments, Portfolio Management, Treasury Services, Management, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Risk Management, Credit Risk, Retail Banking, Finance

Education
Roosevelt University   1978 — 1980
MBA

Saint Mary's College   1973 — 1977
BBA

Red Bank Catholic High School   1969 — 1973
College Prep

Nathaniel B. Cary Nathaniel B. Cary Greater Boston Area Details
Nathaniel B. Cary's Cambridge Trust Company Experience 1985 - 1996
Job Vice President, Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   January 2008 - Present
Wachovia Securities Financial Network  2006 - 2008
UBS Wealth Management  2001 - 2005
Merrill Lynch  1998 - 2001
John Hancock Life Insurance Company (U.S.A.)   1996 - 1998
Cambridge Trust Company   1985 - 1996

Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning

Education
Boston University   1981 — 1983
BA, International Relations and Business

The College of Wooster   1978 — 1980

South Kent School, Kent CT   1975 — 1977
High School

Judy Roark-Mackey Judy Roark-Mackey Worcester, Massachusetts Details
Judy Roark-Mackey's Cambridge Trust Company Experience September 1997 - January 2001
Job Strategic thinker leading programs to new levels of capability, expansion and growth.
Industry Insurance
Experience
Fallon Health  January 2014 - Present
Fallon Total Care, a wholly owned subsidiary of Fallon Health   November 2012 - Present
Fallon Health  July 2006 - Present
Saint Vincent Hospital, Worcester   June 2005 - June 2006
Strata Bank  2004 - 2005
Cambridge Trust Company   September 1997 - January 2001
Ginn Publishing   1978 - 1982

Skills
Marketing Strategy, Product Marketing, Market Analysis, Brand Development, Advertising, New Business Development, Internal Communications, Public Relations, Staff Training and..., Strategic Business..., Strategy, Strategic Planning, Business Strategy, Integrated Marketing, Social Media Marketing, Direct Marketing, Media Relations, Leadership, Marketing, Email Marketing, Marketing Communications, Community Outreach, Healthcare, Management, Medicare, Customer Service, Training, Managed Care, Medicaid, Health Insurance, Nonprofits, Event Planning, Public Speaking, Program Management

Education
Salem State University   1970 — 1972
MS, Administration

University of Massachusetts Lowell   1965 — 1969
BS, Education

Patrick Harney, CFP(R), CISP Patrick Harney, CFP(R), CISP Greater Boston Area Details
Patrick Harney, CFP(R), CISP's Cambridge Trust Company Experience September 2006 - October 2008
Job Client Advisor at Twin Focus Capital Partners LLC
Industry Financial Services
Experience
Twin Focus Capital Partners LLC  May 2013 - Present
PlayBall! Foundation   July 2004 - Present
PNC Wealth Management  October 2008 - April 2013
Cambridge Trust Company   September 2006 - October 2008
CIC Wealth Management   2002 - 2006

Skills
Notary Public, Financial Modeling, Estate Planning, Retirement Planning, Investment Advisory, Nonprofits, Financial Education

Education
Boston University   2010 — 2012
Certificate, Financial Planning

Gettysburg College   1998 — 2001
Bachelor of Arts

Phillips Exeter Academy
Post Graduate Year

Concord-Carlisle High School

Arthur Hale Veasey III Arthur Hale Veasey III Greater Boston Area Details
Arthur Hale Veasey III's Cambridge Trust Company Experience January 1988 - May 2006
Job Retired Bank Executive, Trustee and Director, Author, Contributing Columnist and Freelance Writer
Industry Financial Services
Experience
Cambridge Trust Company   January 1988 - May 2006
Bank of Boston  November 1973 - December 1987

Skills
Writing, Advertising, Marketing Strategy, Research, Editing, Sales Management, Customer Relations, Problem Solving, Blogging, Literature, Creative Writing, Teaching, Short Stories, Publications, Leadership, Management, Fundraising, Marketing

Education
Harvard Business School Executive Education
Leadership in Professional Services Firms

University of Denver   1968 — 1972
BA, English

Governor Dummer Academy   1965 — 1968

Haverhill High School   1963 — 1965

Robert Bryan Robert Bryan Cleveland/Akron, Ohio Area Details
Robert Bryan's Cambridge Trust Company Experience July 2001 - June 2004
Job Marketing Manager Communications at Nestle USA
Industry Consumer Goods
Experience
Nestle USA  February 2014 - Present
Nestlé USA  March 2012 - January 2014
Nestle USA  September 2009 - July 2012
Nestle  June 2006 - October 2009
Cambridge Trust Company   July 2001 - June 2004
Cambridge Trust Company   2001 - 2004

Skills
Marketing Strategy, Integrated Marketing, Market Research, Competitive Analysis, Consumer Products, Shopper Marketing, Retail, Marketing Management, Management, Brand Equity, Marketing, Sales, Cross-functional Team..., Brand Management, Strategy, FMCG, Trade Marketing, Marketing Research, P&L Management, Product Marketing

Education
University of Michigan - Stephen M. Ross School of Business   2003 — 2007
mba

Middlebury College   1997 — 2001
2001, Economics

Angie Sweet Angie Sweet Arlington, Vermont Details
Angie Sweet's Cambridge Trust Company Experience December 2002 - October 2005
Job CoOwner & Broker at The Equinox Agency, LLC
Industry Insurance
Experience
The Equinox Agency, LLC   April 2010 - Present
Burr & Burton Academy   November 2005 - October 2007
Cambridge Trust Company   December 2002 - October 2005
Charter Trust  January 2000 - December 2002

Skills
Investments, Budgets, Financial Analysis, Small Business, Insurance, Accounting, Payroll, Strategic Planning

Education
Mitchell College   1988 — 1989

Cannon Trust School, Boston University

The University of Montana

Christian Horne Christian Horne Greater Boston Area Details
Christian Horne's Cambridge Trust Company Experience February 2014 - Present
Job Financial Analyst at HiDe Liners, inc.
Industry Banking
Experience
Hi-De Liners, inc.   February 2015 - Present
Cambridge Trust Company   February 2014 - Present
TD Bank Group  May 2011 - February 2014

Skills
Credit, Commercial Lending, Credit Analysis, Relationship Management

Education
Providence College   2004 — 2008
Bachelor of Arts (B.A.), Economics

Jeanwon David Park Jeanwon David Park Greater Boston Area Details
Jeanwon David Park's Cambridge Trust Company Experience July 2015 - Present
Job Research Analyst at Cambridge Trust Company
Industry Investment Management
Experience
Cambridge Trust Company   July 2015 - Present
Cambridge Trust Company   July 2013 - June 2015
Babson College Fund  May 2012 - May 2013
KPMG Korea  June 2012 - July 2012
DoingIn Law Group   July 2011 - August 2011

Education
Babson College   2009 — 2013
BS/Business Admin, Finance, and Statistical Modeling, Magna Cum Laude

Kathryn (Kate) Martin Kathryn (Kate) Martin Greater Boston Area Details
Kathryn (Kate) Martin's Cambridge Trust Company Experience 1996 - 2004
Job Mathematics Teacher at Woburn Public Schools
Industry Education Management
Experience
Woburn Public Schools  September 2004 - Present
Cambridge Trust Company   1996 - 2004
Sterling Bank  1991 - 1996
Shawmut Bank, N.A.   1986 - 1991
Bank of New England, N.A.   1983 - 1986

Skills
Commercial Lending, Curriculum Design, Educational Leadership, K-12, Microsoft Office, Nonprofits, Fundraising, Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1992
Master of Business Administration (M.B.A.), Management

Harvard University   1979 — 1983
Bachelor of Arts, Economics

Amy Hanna Amy Hanna Waltham, Massachusetts Details
Amy Hanna's Cambridge Trust Company Experience September 2008 - March 2014
Job Senior Executive Assistant to the CFO at Fresenius Medical Care NA
Industry Executive Office
Experience
Fresenius Medical Care  March 2014 - Present
Cambridge Trust Company   September 2008 - March 2014
Brown Brothers Harriman  August 2006 - September 2008
BB&T  2001 - 2006

Skills
Wealth Management..., High Net Worth..., Relationship Management, Wealth Management, Trust Services, Trusts, Finance, Commercial Lending, Portfolio Management, Banking, Trust Management, Wealth, IRAs, 401k, Financial Services, Project Management, Executive..., Executive Support, Executive Calendar..., Executive Office..., Microsoft Excel, PowerPoint, Event Planning, Outlook

Education
Cannon Trust School   2009 — 2012
Trust and Estate Planning

Northeastern University   2006 — 2009
Bachelor of Applied Science (BASc), Organizational Leadership

Miller-Motte College-Wilmington   1997 — 1999
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Nicole D'Andrea Nicole D'Andrea Fort Myers, Florida Area Details
Nicole D'Andrea's Cambridge Trust Company Experience January 2001 - July 2006
Job Communications Specialist
Industry Marketing and Advertising
Experience
New York Life Insurance Company  November 2013 - June 2015
LAZ Parking  November 2011 - November 2013
Harland Clarke  August 2006 - March 2007
Cambridge Trust Company   January 2001 - July 2006
CPS Direct Inc.   June 2000 - December 2000
Ward Rovner & Partners   May 1998 - June 2000
Kaupp Forte Advertising   July 1997 - May 1998
Bridgewater State University  September 1996 - May 1997

Skills
Microsoft Office, Production Management, Account Management, Public Relations, Project Coordination, Banking, Advertising, Marketing Communications, Branding

Education
Bridgewater State University   1993 — 1997
Bachelor of Arts in Communication, Speech Communication and Public Relations

Ed Fitzgerald Ed Fitzgerald Boston, Massachusetts Details
Ed Fitzgerald's Cambridge Trust Company Experience August 2012 - Present
Job Vice President at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   August 2012 - Present
The Savings Bank  August 2008 - August 2012
Reading North Reading Chamber of Commerce   2008 - 2012
Sovereign Bank  April 2006 - August 2008
Eastern Bank  August 2003 - April 2006
Printed Circuit Corporation  June 1997 - May 2003
NYNEX Information Resources Company  May 1985 - June 1997

Skills
Client Relationship..., Integrity, Business Strategy, Sales Management, Marketing Strategy, Partner Relationship..., Community Relations, CRM, Partner Management, Management, Leadership, Portfolio Management, Strategy, Real Estate, Marketing, Business Development, Mergers & Acquisitions, Banking, New Business Development, Credit, Sales, Start-ups, Community Development, Commercial Lending, Finance, Commercial Banking, Financial Analysis, Loans, Investments, Financial Services, Credit Analysis, Risk Management, Mortgage Lending, Lines Of Credit, Small Business Lending, Underwriting, Commercial Mortgages

Education
Northeastern University
MBA, Management & Finance

University of Massachusetts at Amherst - Isenberg School of Management
BBA, Marketing

University of Pennsylvania - The Wharton School
Certificate, Executive Sales Management

Farzana Chowdhury Farzana Chowdhury Greater Boston Area Details
Farzana Chowdhury's Cambridge Trust Company Experience November 2011 - Present
Job Experienced Client Service Rep.
Industry Financial Services
Experience
Eastern Bank  August 2015 - Present
Cambridge Trust Company   November 2011 - Present
Bank of America  June 2010 - May 2011
Citizens Bank  February 2008 - April 2009
Citizens Bank  June 2006 - February 2008

Skills
Banking, Financial Risk, Finance, Financial Analysis, Microsoft Word, Microsoft Excel, Training, Customer Service

Education
Boston University   2009 — 2012
Masters, Economic Development & Tourism Management

University of Massachusetts, Amherst   2001 — 2006
Management, Hospitality and tourism

Jeff Bober Jeff Bober Greater Boston Area Details
Jeff Bober's Cambridge Trust Company Experience September 2007 - Present
Job Data Integrity Analyst
Industry Banking
Experience
Cambridge Trust Company   September 2007 - Present
Sovereign Bank of New England  December 2005 - February 2007
Olympia Sports  September 2000 - December 2005

Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Management, Analysis, Business Analysis, Project Management, Leadership, Strategic Planning, Sales, Process Improvement, Marketing, Research, Risk Management, Banking

Education
Boston University   1992 — 1999
Bachelor of Liberal Arts, English Language and Literature/Letters

Yeshiva University High School   1989 — 1992
New York State High School Diploma, Regular/General High School/Secondary Diploma Program

Yavneh Academy   1980 — 1989
Elementary School, Grade school

Justin Drolsbaugh Justin Drolsbaugh Greater Boston Area Details
Justin Drolsbaugh's Cambridge Trust Company Experience August 2013 - Present
Job Lending Professional
Industry Banking
Experience
Cambridge Trust Company   August 2013 - Present
Capital Info   August 2006 - Present
Octant Business Services   October 2011 - August 2013
TD Bank  November 2010 - October 2011
Boston Financial Investment Management  February 2010 - November 2010
Titan Capital ID, LLC   July 2005 - February 2010
MBI, Inc  December 2002 - August 2005

Skills
Real Estate, Real Estate Development

Education
Harvard University   2014 — 2017
Candidate for Masters of Liberal Arts, Finance

Babson College   1998 — 2002
Bachelor of Science Business Administration (BSBA), Economics

Michael Falvey Michael Falvey Greater Boston Area Details
Michael Falvey's Cambridge Trust Company Experience December 2011 - June 2013
Job President & CEO at New England Teamsters Federal Credit Union
Industry Banking
Experience
New England Teamsters Federal Credit Union   June 2013 - Present
Cambridge Trust Company   December 2011 - June 2013
Eagle Bank  January 2008 - November 2011

Skills
Commercial Lending, Real Estate, Credit, Small Business Lending, Banking, Commercial Banking, Loans, Credit Analysis

Education
Fairfield University   1992 — 1994
National School of Banking

Bentley University   1978 — 1982
Bachelor of Science (BS), Accounting and Finance

Charles A. Gunn Charles A. Gunn Greater Atlanta Area Details
Charles A. Gunn's Cambridge Trust Company Experience September 2012 - January 2013
Job Retail Banker
Industry Banking
Experience
Woodforest National Bank  July 2014 - Present
BMO Financial Group  January 2014 - June 2014
Cambridge Trust Company   September 2012 - January 2013
TD Bank Group  November 2010 - July 2012
Lowe's Home Improvement  May 2010 - November 2010
WB Mason  February 2007 - February 2010

Skills
Retail Banking, Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Cross Selling, Customer Service, Cash Management, Branch Banking, Deposits, Microsoft Excel, Credit Cards, Financial Services, Accounting, Customer Experience, Mortgage Banking, Lines Of Credit, Commercial Banking

Education
Johnson and Wales University   2001 — 2004
Business

Jennifer Trott Jennifer Trott Boston, Massachusetts Details
Jennifer Trott's Cambridge Trust Company Experience September 2003 - April 2006
Job Office Manager at WithumSmith+Brown
Industry Financial Services
Experience
WithumSmith+Brown  September 2015 - Present
KPMG US  September 2014 - Present
Rothstein Kass  September 2012 - June 2014
PricewaterhouseCoopers  April 2006 - September 2012
Cambridge Trust Company   September 2003 - April 2006
CambridgePort Bank  March 1998 - September 2003
KinderCare  May 1996 - March 1998

Skills
Banking, Microsoft Excel, Microsoft Office, Lotus Notes, Access, Customer Service, Accounting, Financial Services, Outlook, Credit, Project Management, Microsoft Word, PowerPoint, Loans, Teamwork, Vendor Management, Human Resources, Management, Auditing, Administrative..., Event Planning, Event Management, Office Administration, Office Management, Administrative...

Education
Massasoit Community College   1994 — 1997
Early Childhood Education

Bridgewater State College   1992 — 1994
Early Childhood Education

Erin Cooper Erin Cooper Greater Boston Area Details
Erin Cooper's Cambridge Trust Company Experience May 2011 - Present
Job Wealth Management at Cambridge Trust Company
Industry Investment Banking
Experience
Cambridge Trust Company   May 2011 - Present
TD Asset Management  March 2008 - May 2011
TD Banknorth  February 2003 - March 2008
UMass Five College Federal Credit Union   November 1998 - May 2002
Bank of Easthampton   March 1996 - August 1998

Skills
Wealth Management, Portfolio Management, Strategic Financial..., Customer Experience, Banking, Equities, Loans, Investments, Investment Advisory, Financial Advisory, Securities, Volunteer Management, Nonprofits, Non-profits, Strategy, Financial Planning, Management, Financial Analysis

Education
Suffolk University - Sawyer School of Management   2003 — 2007
MBA, Business

University of Massachusetts, Amherst   1998 — 2002
BA & BS, Marketing & Sport Management

Maya Silvis Maya Silvis Sparta, New Jersey Details
Maya Silvis's Cambridge Trust Company Experience May 2005 - January 2013
Job Assistant Credit Manager at First Hope Bank
Industry Banking
Experience
First Hope Bank  October 2013 - Present
Wells Fargo  January 2013 - September 2013
Cambridge Trust Company   May 2005 - January 2013
Crate and Barrel  2011 - 2011
South Shore Savings Bank  August 2004 - May 2005
UnitedTrust Bank  December 2002 - April 2004
Merrill Lynch  2001 - 2001

Skills
Credit, Banking, Loans, Analysis, Cash Flow, Financial Analysis, Excel, Credit Analysis, Microsoft Office, Credit Risk, Stress Testing, Commercial Lending, Accounting, Financial Services, Management, Microsoft Excel, Financial Modeling, Finance, Commercial Banking

Education
Suffolk University - Sawyer Business School   2005 — 2007
MBA, Concentration Finance

Penn State University   1998 — 2001
BS, Finance and International Business

Matt Whittaker Matt Whittaker Boston, Massachusetts Details
Matt Whittaker's Cambridge Trust Company Experience April 2015 - Present
Job Wealth Management Technology Coordinator at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   April 2015 - Present
State Street Bank  October 2004 - April 2015
State Street Bank  May 2000 - October 2004
State Street Bank  May 2000 - October 2004
State Street Bank  May 2000 - October 2004

Skills
Active Directory, Windows Server, Troubleshooting, Databases, Lotus Notes, VBA, Windows 7, Linux Command Line, Windows Desktop..., Ubuntu, HTML, Linux, Windows Server 2003, VirtualBox, Virtual PC, Windows Server 2008, Microsoft Office 2010, Windows 8, Lotus Domino..., Oracle BI Discoverer 10g, Windows 8.1, Lean Practitioner, Microsoft Office, Technical Support

Education
University of Massachusetts Boston   1989 — 1993
BA, History & East Asian Studies

Chuck Givonetti Chuck Givonetti Barnstable/Yarmouth, Massachusetts Area Details
Chuck Givonetti's Cambridge Trust Company Experience November 2009 - May 2010
Job Sr. Project Manager at The Cape Cod Five Cents Savings Bank
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank  June 2010 - Present
Animal Protection Center of Southeastern Mass.   March 2009 - Present
Cambridge Trust Company   November 2009 - May 2010
The Cape Cod Five Cents Savings Bank  2008 - 2009
MSPCA  2007 - 2009
Metavante  2004 - 2008
Boston Financial Data Services  1992 - 2003
Cash Management Services, Inc.   1988 - 1992

Education
Ramapo College of New Jersey   1980 — 1984
BS, Management / Marketing

PETER WYMAN PETER WYMAN Ladys Island, South Carolina Details
PETER WYMAN's Cambridge Trust Company Experience January 1984 - January 2004
Job Branch Manager at Woodforest National Bank
Industry Banking
Experience
Woodforest National Bank  March 2015 - Present
Beaufort County School District  January 2013 - March 2015
Fripp Island Resort  January 2011 - October 2013
TitleMax  July 2010 - January 2011
Liberty Savings Bank  October 2008 - November 2009
The Cooperative Bank of Cape Cod  April 2006 - June 2008
The Cape Cod Five Cents Savings Bank  July 2004 - June 2006
Cambridge Trust Company   January 1984 - January 2004

Skills
Credit, Credit Analysis, Risk Management

Education
Babson College   2000 — 2001
Certificate, Finance

Center for   2000 — 2001
School, Financial Studies; Education

University of New Hampshire
BA, History

Marion Buonopane Marion Buonopane Greater Boston Area Details
Marion Buonopane's Cambridge Trust Company Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Cambridge Trust Company   June 2015 - Present
Century Bank  December 2014 - Present
Bank of America  January 2004 - June 2014

Skills
Credit, Loans, Commercial Banking, Risk Management, Customer Service, Interpersonal Skills, Loan Servicing, Investments, Equities, Financial Risk, Consumer Lending, Financial Services, Small Business Lending

Education
Northeastern University

Heather Zuccala Crow Heather Zuccala Crow Hudson, New Hampshire Details
Heather Zuccala Crow's Cambridge Trust Company Experience August 1996 - March 1997
Job Senior Business Analyst at Skillsoft
Industry E-Learning
Experience
Skillsoft  February 2008 - Present
Skillsoft  June 2006 - February 2008
Skillsoft  June 2005 - June 2006
Electronic Data Systems  November 2000 - March 2005
Priority Leasing, Inc. d/b/a Priority Capital   August 1999 - October 2000
Cengage Learning, formerly The Gale Group   August 1998 - May 1999
Cengage Learning, formerly The Gale Group   March 1997 - July 1998
Cambridge Trust Company   August 1996 - March 1997

Skills
Pricing Strategy, Business Analysis, Contracts Administrators, Microsoft Excel, Microsoft Office, Supervisory Skills, PeopleSoft, SAP, Work Well Independently, Articulate Communicator, Analytic Problem Solving

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor of Science (B.S.), Consumer Economics

Arlington Highschool   1988 — 1992

Leonard Dousa Leonard Dousa Greater Boston Area Details
Leonard Dousa's Cambridge Trust Company Experience October 2004 - May 2009
Job MidCareer Banking Professional
Industry Banking
Experience
Hingham Institution for Savings  December 2010 - October 2013
Complete Staffing Solutions  2013 - 2013
FIS  June 2009 - November 2010
Fidelity National Information Services  June 2009 - November 2010
Cambridge Trust Company   October 2004 - May 2009
Cambridge Trust Company   October 2004 - May 2009
EasCorp Federal Credit Union   September 2003 - October 2004
EasCorp Federal Credit Union   September 2003 - October 2004
Tufts Associated Health Plan   January 2001 - January 2004
Tufts Health Plan  2001 - 2004

Skills
Banking, Account Reconciliation, Invoicing, Data Entry, Payments, Loans, Financial Services

Education
University of Massachusetts Boston   1986 — 1988
Economics, Accounting, Music

Hosmer School

New England Banking Institute

Sinnot School

University of Massachusetts
Bachelor of Science and Arts

Darryl Soto Darryl Soto Boston, Massachusetts Details
Darryl Soto's Cambridge Trust Company Experience June 2011 - August 2012
Job Project Coordinator at ThinkingPhones
Industry Marketing and Advertising
Experience
ThinkingPhones  November 2014 - Present
D'soto Photography   August 2012 - Present
Colby College  January 2012 - May 2014
Shawmut Design and Construction  June 2013 - August 2013
Cambridge Trust Company   June 2011 - August 2012
Grand Circle Corporation  June 2010 - August 2010
Brigham and Women's Hospital  October 2008 - June 2010

Skills
Photography, Leadership, Event Planning, Program Development, Microsoft Office, Nonprofits, Fundraising, Publicity, Listening to customers, Steel Detailing, Teamwork, Dependable Team Player, PowerPoint

Education
Colby College   2010 — 2014
Bachelor of Arts (B.A.), Photography and American Visual Culture, Graduated

Ana Maria Mojica Ana Maria Mojica Greater Boston Area Details
Ana Maria Mojica's Cambridge Trust Company Experience Branch Manager Assistant Vice PresidentCambridge Trust CompanyMay 2008 - Present
Job Branch Manager Vice President at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   Branch Manager Assistant Vice PresidentCambridge Trust CompanyMay 2008 - Present
Baybank, BankBoston, Fleet, BOA, Citizens   1998 - May 2008
Citizens Bank  2004 - 2008

Skills
Loans, Consumer Lending, Notary Public, Credit, Commercial Lending, Banking, Branch Banking, Cash Management, Commercial Banking, Small Business Lending, Business Development, Retail Banking, Mortgage Lending, Cross Selling, Branch Management

Education
University of Massachusetts Boston
BA, Sociology, Women's Studies

Alain Duchemin Alain Duchemin Greater Boston Area Details
Alain Duchemin's Cambridge Trust Company Experience 2007 - 2011
Job
Industry Telecommunications
Experience
Mercedes-Benz of Boston  June 2014 - September 2014
Enterprise Holdings  May 2013 - February 2014
Jacob Realty  2012 - 2012
Cambridge Trust Company   2007 - 2011
2008 Democratic National Convention Committee   August 2008 - August 2008
Starwood Hotels & Resorts  May 2006 - August 2006
Paradigm Properties  January 2005 - April 2005

Skills
Real Estate, Customer Service, Marketing, Sales, Leadership, Account Management, Banking, CRM, Public Relations, Corporate Events, Email Marketing, Social Media Marketing, Management, Notary Public, Marketing Strategy, Advertising, Public Speaking, Social Networking, Business Development

Education
Suffolk University   2007 — 2009
Bachelor's Degree, Communication and Journalism

Lee Institute School of Real Estate
Real Estate Principle and Practices

Scali John Scali John Greater Boston Area Details
Scali John's Cambridge Trust Company Experience April 2007 - July 2010
Job Systems Administrator IT at Doble Engineering
Industry Electrical/Electronic Manufacturing
Experience
Doble Engineering  August 2010 - Present
Cambridge Trust Company   April 2007 - July 2010
IntraSystems  May 2005 - August 2007
Skanska USA IT   August 2000 - May 2005
Sodexo Marriott  1990 - 2000

Skills
Product Development, Troubleshooting, Microsoft Exchange

Education
North Shore Community College   1984 — 1986
Culinary arts, Culinary Arts/Chef Training

Eric Warasta, CFA Eric Warasta, CFA Greater Boston Area Details
Eric Warasta, CFA's Cambridge Trust Company Experience December 2005 - Present
Job Equity Portfolio Manager & Analyst
Industry Investment Management
Experience
Cambridge Trust Company   December 2005 - Present
Pacific Growth Equities  June 2004 - September 2005
Congressional Budget Office (CBO)   February 2000 - August 2002

Skills
Equities, Valuation, Economics, Macroeconomics, Financial Modeling, Equity Research, Bloomberg, Portfolio Management, Asset Managment, Investments, Financial Analysis, Mutual Funds, Equity Valuation, Asset Allocation, Investment Management, Bloomberg Terminal, Finance, Banking, Investment Advisory, Chartered Financial..., DCF

Education
Babson College - Franklin W. Olin Graduate School of Business   2002 — 2004
MBA, Finance

Tufts University   1995 — 1999
BS, Quantitative Economics

David W. Lemons, CFA David W. Lemons, CFA Greater Boston Area Details
David W. Lemons, CFA's Cambridge Trust Company Experience 1999 - 2002
Job Senior Managing Director at East Coast Asset Management, LLC
Industry Investment Management
Experience
East Coast Asset Management  May 2013 - Present
Knott Asset Management, LLC   May 2011 - May 2013
Vedette Asset Management, LLC   September 2006 - June 2011
Foster Dykema Cabot & Company   December 2002 - December 2005
Cambridge Trust Company   1999 - 2002

Skills
Equities

Education
Trinity College-Hartford   1984 — 1988
BA, History

Wilmington Friends School

Irene Kostakis Irene Kostakis Greater Boston Area Details
Irene Kostakis's Cambridge Trust Company Experience June 2002 - January 2003
Job Auditor at State Street Corporation
Industry Financial Services
Experience
State Street Corporation  May 2005 - Present
BTS Asset Management  April 2004 - April 2005
Cambridge Trust Company   June 2002 - January 2003

Education
University of Massachusetts, Amherst   1999 — 2003

Patrick McCue Patrick McCue Greater Boston Area Details
Patrick McCue's Cambridge Trust Company Experience April 2007 - April 2013
Job Associate Director of Accounting at The Cape Cod Five Cents Savings Bank
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank  January 2014 - Present
The Cape Cod Five Cents Savings Bank  April 2013 - January 2014
Cambridge Trust Company   April 2007 - April 2013
Bridgewater Savings Bank  September 2004 - April 2007

Skills
Financial Analysis, General Ledger, Payroll, Financial Reporting, Internal Controls, Banking, Risk Management, Finance, Accounting, Strategic Financial..., Budgets, Internal Audit

Education
Suffolk University - Sawyer Business School   2005 — 2007
MBA, Finance Concentration

Bridgewater State University   1998 — 2003
BS of Management, General Management

Gracie Wu Gracie Wu Greater Boston Area Details
Gracie Wu's Cambridge Trust Company Experience 2010 - Present
Job data system engineer at efivutek
Industry Computer Software
Experience
Cambridge Trust Company   2010 - Present
efi-vutek  April 2004 - September 2009
Fidelity Investments  2003 - 2003
University of New Hampshire  1999 - 2003

Education
Harbin Institute of Technology
MS, Electrical Engineering

Harbin Institute of Technology
Bachelor, Electrical Engineering

University of New Hampshire
MS, Computer Science

Judith Noel Judith Noel Manchester, New Hampshire Details
Judith Noel's Cambridge Trust Company Experience May 2014 - Present
Job Senior Vice President & Trust Officer
Industry Banking
Experience
Cambridge Trust Company   May 2014 - Present
RBS Citizens, N.A.   1991 - May 2014

Skills
Banking, Lines Of Credit, Loans, Wealth Management..., Trust Services, Private Wealth Manager, Consumer Lending, Wealth Management

Education
NE School of Banking, Trust Program at Williams College

Rivier College
Bachelor's degree, Paralegal Studies

Andrew J. Mahoney, Jr. Andrew J. Mahoney, Jr. Greater Boston Area Details
Andrew J. Mahoney, Jr.'s Cambridge Trust Company Experience June 1996 - Present
Job Vice President at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   June 1996 - Present
Citizens Bank of Massachusetts  March 1994 - June 1996
BayBank Middlesex   June 1983 - March 1994

Skills
Financial Analysis, Banking, Risk Management, Real Estate, Credit, Loans, New Business Development, Portfolio Management, Commercial Lending, Investments, Cash Management, Wealth Management, Commercial Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   1990 — 1995
MBA, Finance

Middlebury College   1980 — 1983

Belmont Hill School   1976 — 1979

Ivan Vallejo Ivan Vallejo Greater Boston Area Details
Ivan Vallejo's Cambridge Trust Company Experience June 2006 - Present
Job Network/Firewall Engineer at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   June 2006 - Present
IT Consultant  June 2002 - June 2006
Carol R. Johnson Associates  November 1997 - June 2002
FYRA MICRO Tools, Inc.   June 1996 - September 1997

Skills
Network Security, Active Directory, Banking, Customer Service, Disaster Recovery

Education
University of Massachusetts, Amherst   1993 — 1996
B.S., Civil Engineering

Thomas Yeo Thomas Yeo Greater Boston Area Details
Thomas Yeo's Cambridge Trust Company Experience January 2007 - December 2012
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  May 2014 - Present
Nutter McClennen & Fish LLP  December 2012 - May 2014
Cambridge Trust Company   January 2007 - December 2012
Cambridge Trust Company   October 2005 - January 2007
Adrian A. Gaspar & Co., LLP   June 2004 - October 2005

Skills
OneSource Trust Tax, Sungard, Excel, Microsoft Office, CCH, Lacerte, CCH Research, CCH ProSystem fx, CCH Intelliconnect, Fiduciary Services, Wealth Management, Internal Controls

Education
Northeastern University   1999 — 2004
Bachelor of Science Degree, Business Administration; Accounting

Marc Romvos Marc Romvos Greater Boston Area Details
Marc Romvos's Cambridge Trust Company Experience September 2003 - August 2011
Job Director of Business Banking at Leader Bank
Industry Banking
Experience
Leader Bank  August 2011 - Present
Cambridge Trust Company   September 2003 - August 2011
Cambridgeport Bank  2003 - 2006
Citizens Bank  1996 - 2000
Bank of Boston  1990 - 1994

Skills
Loans, Credit, Small Business Lending, Commercial Lending, Credit Analysis, New Business Development, Banking, Branch Banking, Mortgage Lending, Commercial Banking, Management

Education
Malden High School   1978 — 1982

Boston College

Kate Carlson Kate Carlson Greater Boston Area Details
Kate Carlson's Cambridge Trust Company Experience July 2002 - Present
Job Vice President at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   July 2002 - Present

Skills
Credit, Commercial Lending, Credit Analysis, Loans, Banking

Education
Suffolk University   2004 — 2008
Masters in Business Administration, Finance

Babson College   1998 — 2002
BS in Business Administration, Finance/Marketing

Weston High School   1994 — 1998

Aimee Forsythe, CFA Aimee Forsythe, CFA Greater Boston Area Details
Aimee Forsythe, CFA's Cambridge Trust Company Experience September 2004 - Present
Job Vice President at Cambridge Trust Company
Industry Investment Management
Experience
Cambridge Trust Company   September 2004 - Present
Kappa Alpha Theta  February 2013 - Present
Hancock Bank  1994 - 2004
Peace Corps  July 1992 - August 1994

Skills
Equities, Wealth Management, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment

Education
Hanover College   1988 — 1992
Bachelor of Arts (B.A.), Business, French

CFA Institute
Chartered Financial Analyst

Charlie Cope Charlie Cope Greater Boston Area Details
Charlie Cope's Cambridge Trust Company Experience 1982 - 2004
Job First Vice President at Rockland Trust
Industry Banking
Experience
Rockland Trust  June 2014 - Present
RBS Citizens  December 2006 - May 2014
Century Bank and Trust  2005 - 2006
Cambridge Trust Company   1982 - 2004

Skills
Loans, Banking, Credit, Commercial Lending, Cash Management, Commercial Banking, Enterprise Software, Leadership, Risk Management, Partnerships, Portfolio Management, Recruiting, Small Business Lending, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk, Finance

Education
Boston College   1980 — 1985
Bachelor of Arts (B.A.), Finance

Brian Sokolowski Brian Sokolowski Greater Boston Area Details
Brian Sokolowski's Cambridge Trust Company Experience September 2004 - Present
Job Equity Analyst at Cambridge Trust Company
Industry Investment Management
Experience
Cambridge Trust Company   September 2004 - Present
Fidelity Investments  February 2001 - September 2004

Skills
Equities, Equity Research, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Alternative Investments, Valuation, Financial Analysis, Wealth Management, Due Diligence

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General

Fairfield University
BA, History

Holy Cross High School

Julie Alix Julie Alix Greater Boston Area Details
Julie Alix's Cambridge Trust Company Experience 1996 - Present
Job Vice President at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   1996 - Present
Choate, Hall & Stewart   1994 - December 1996
Shawmut Bank  1987 - 1994
Boston Safe Deposit & Trust Company/Boston Company   1981 - 1987

Education
ABA National Graduate Trust School   1989 — 1994

Merrimack College   1978 — 1982

Sharon Porter Sharon Porter Greater Boston Area Details
Sharon Porter's Cambridge Trust Company Experience March 2007 - April 2007
Job Looking for a new opportunity as an Executive Assistant or Administrative Assistant
Industry Banking
Experience
Lord and Taylor  November 2014 - January 2015
US Postal Service  June 2014 - August 2014
ICES Education  March 2013 - September 2013
BMA  2005 - 2012
JPMorgan Chase  May 2008 - February 2009
JPMorgan  March 2008 - February 2009
Harvard Vanguard  March 2008 - May 2008
Cambridge Trust Bank   February 2008 - March 2008
Harvard Vanguard Medical Associates  February 2008 - March 2008
Cambridge Trust Company   March 2007 - April 2007

Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Outlook, Team Building, Data Entry, Public Speaking, Microsoft Word, Microsoft Office, Coaching, Time Management, Customer Service, Strategic Planning, Leadership, Training, Banking, Administrative..., Insurance, Team Leadership, Performance Management, PowerPoint, Policy, Budgets, Nonprofits, Interviews, Fundraising, Employee Benefits, Marketing, Event Planning, Organizational..., Access, Management, Sales, Community Outreach, Program Management, Process Improvement, Payroll, Social Media, Research, Leadership Development, Staff Development, Social Networking, Administration, Risk Management, Negotiation

Education
Cambridge College   2003 — 2006
Master, Business

Cambridge College   2003 — 2006
Master of Management, Business

Master in Business Management   2003 — 2006
Master's degree, Business Management, General

Pete Halberstadt Pete Halberstadt Greater Boston Area Details
Pete Halberstadt's Cambridge Trust Company Experience October 2004 - Present
Job Senior Vice President, Credit Risk Manager at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   October 2004 - Present
Century Bank  September 2002 - October 2004
National Cooperative Bank  July 2000 - September 2002

Skills
Credit Analysis, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Risk Management, Underwriting, Credit, Finance, Business Analysis, Financial Analysis, Small Business Lending, Loans

Education
Boston College   1996 — 2000
BS, Finance

Boston University
Certificate in Real Estate Finance

New England School for Financial Studies   2011 — 2012

Harvard University Extension School
ALM, Finance

Ann Kuske Ann Kuske Greater Boston Area Details
Ann Kuske's Cambridge Trust Company Experience April 2012 - Present
Job Deposit Risk Management at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   April 2012 - Present
Cambridge Trust Company   June 2009 - April 2012
metavante  February 1985 - June 2008

Education
Boston University
BS, Communications

Alice J. Flanagan, CFP®, CTFA Alice J. Flanagan, CFP®, CTFA Boston, Massachusetts Details
Alice J. Flanagan, CFP®, CTFA's Cambridge Trust Company Experience January 2015 - Present
Job Vice President and Trust Officer at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   January 2015 - Present
Cambridge Trust Company   July 2014 - Present
Cambridge Trust Company   December 2012 - Present
Cambridge Trust Company   August 2011 - December 2012
US Trust  May 2009 - August 2011
US Trust  January 2006 - May 2009

Skills
Estate Planning, Strategic Financial..., Trusts, Wealth Management..., Trust Management, Retirement Planning, High Net Worth..., Trust Services, Wealth Management, Investment Management, Financial Planning

Education
Boston University   2010 — 2011
Center of Professional Education, Certificate of Financial Planning

Bentley University   2001 — 2005
BS, Accounting, Management

Steven Mead Steven Mead Greater Boston Area Details
Steven Mead's Cambridge Trust Company Experience May 2012 - Present
Job Group Leader, Commercial Lending at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   May 2012 - Present
Sovereign Bank  October 2006 - May 2012
Cambridge Savings Bank  September 2003 - October 2007
Boston Federal Savings Bank  August 2001 - August 2003

Skills
Financial Analysis, Risk Management, Commercial Lending, Banking, Credit, Customer Service, Microsoft Excel, Business Development, Finance, Portfolio Management, Microsoft Office, Sales, CRM, Small Business Lending

Education
Skidmore College   1991 — 1995
Bachelor, Business Administration

Bedford High School   1987 — 1991

Christina Perry Durkee Christina Perry Durkee Greater Boston Area Details
Christina Perry Durkee's Cambridge Trust Company Experience October 2006 - Present
Job Marketing Specialist at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   October 2006 - Present
East Boston Savings Bank  March 2003 - October 2006
TUV America  March 1999 - May 2002

Skills
Email Marketing, Marketing Strategy, Banking, Credit, Loans, Risk Management, Portfolio Management, Retail Banking, Mortgage Lending, Commercial Banking, Customer Service, Marketing, Credit Analysis

Education
University of Massachusetts at Lowell
Pursuing Graphic Design & Digital Imaging Certificate

Eastern Nazarene College   1997 — 2001
Bachelor of Science (BS), Business Administration - Marketing Concentration, Magna Cum Laude

New England College of Finance
Marketing in Financial Services Certificate, 4.0

Joseph Sapienza Joseph Sapienza Greater Boston Area Details
Joseph Sapienza's Cambridge Trust Company Experience May 1999 - Present
Job VP and Controller, Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   May 1999 - Present
Cambridge Trust Company   May 1996 - April 1999
Family Bank  1992 - 1996
Baker and Manzi, CPA's   1990 - 1993

Skills
Banking, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Credit

Education
New England School for Financial Studies (Mass Bankers Assoc.)   2010 — 2011

Merrimack College   1988 — 1992
Bachelor of Science, Finance

Dina Scianna Dina Scianna Greater Boston Area Details
Dina Scianna's Cambridge Trust Company Experience September 2011 - Present
Job Vice PresidentManager Business & Community Development
Industry Banking
Experience
Cambridge Trust Company   September 2011 - Present
Cambridge Trust Company   March 2007 - September 2011
Belmont Savings   1992 - 2007
Boston Federal   1983 - 1992

Skills
Credit, Small Business Lending, Banking, Portfolio Management, Commercial Banking, Consumer Lending, Commercial Lending, Real Estate Financing, Retail Banking, Loans, Business Development, Credit Analysis, Underwriting, Credit Risk, Cash Management

Education
Mass Banker's School of Commercial Lending   2002 — 2003
Certificate, Commercial Real Estate

Northeastern University
BS, Business

New England College of Business and Finance
Certificate, Financial Statement Analysis

Anne Scherr Anne Scherr San Francisco Bay Area Details
Anne Scherr's Cambridge Trust Company Experience 1983 - 1987
Job Operations Manager at Fairview Capital
Industry Investment Management
Experience
Fairview Capital  March 2015 - Present
Stewart and Patten   August 2013 - March 2015
Quantum Capital Management  April 2012 - June 2013
Bersot Capital Management   February 2011 - April 2012
Private Wealth Partners, LLC  2005 - 2007
Advent Software  1990 - 2005
Freedom Capital Management  1987 - 1990
Cambridge Trust Company   1983 - 1987

Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management

Education
University of Connecticut   1979 — 1983
B.A., Economics and French

Swarthmore High School   1975 — 1979

Robert Maloof Robert Maloof Greater Boston Area Details
Robert Maloof's Cambridge Trust Company Experience November 2000 - Present
Job VP/Manager at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   November 2000 - Present
BankBoston  1984 - 2000

Skills
Credit, Commercial Lending, Credit Analysis, Loans, Commercial Banking

Education
Boston University Questrom School of Business
BSBA, Business/Finance

Northeastern University
MBA, Business/Accounting

Karen Duffy Karen Duffy Greater Boston Area Details
Karen Duffy's Cambridge Trust Company Experience 2009 - 2009
Job Residential Lending Professional
Industry Banking
Experience
Berkshire Bank  March 2015 - Present
Belmont Savings Bank  April 2013 - March 2015
Eastern Bank  October 2012 - March 2013
Shatswell, Macleod & Company   May 2012 - October 2012
Metro Credit Union  February 2012 - May 2012
Middlesex Federal Savings Bank   March 2011 - January 2012
Cambridge Trust Company   2009 - 2009
Independence Mortgage Group   2007 - 2009
SunTrust Bank  2007 - 2007
TD Banknorth  2006 - 2007

Skills
Residential Homes, USDA, Loan Origination, FHA financing, Real Estate Financing, FHA, Mortgage Lending, Loans, Underwriting, Portfolio Management, Residential Mortgages, Mortgage Banking, Refinance, Commercial Banking, Mortgage Underwriting, Credit, VA loans, Consumer Lending, Reverse Mortgages, Banking, Credit Analysis, VA Loans, FHA Financing

Education
The New England Institute of Art

Brian J. Krol, CFA Brian J. Krol, CFA Manchester, New Hampshire Details
Brian J. Krol, CFA's Cambridge Trust Company Experience September 2001 - July 2014
Job President at Learn to Read
Industry Education Management
Experience
Learn to Read  January 1998 - Present
Middleton & Company   July 2014 - June 2015
Cambridge Trust Company   September 2001 - July 2014
Citizens Bank  1997 - 2001

Skills
Equities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds

Education
University of Massachusetts Boston   1985 — 1988
MBA, International Finance, Accounting

University of Massachusetts, Amherst   1980 — 1984
BA, Economics

Stephen Caputo Stephen Caputo Greater Boston Area Details
Stephen Caputo's Cambridge Trust Company Experience June 2002 - Present
Job Vice President at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   June 2002 - Present

Education
Bowdoin College   1981 — 1985

Maribeth Darrow Maribeth Darrow Cambridge, Massachusetts Details
Maribeth Darrow's Cambridge Trust Company Experience December 2014 - Present
Job Vice President Director of Training and Development at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   December 2014 - Present
Santander Bank, N.A.   March 2000 - August 2014
MetroWest Bank  April 1999 - October 1999
Lexington Savings Bank   July 1980 - November 1998

Education
Middlesex Community College   1979 — 1981

Clinton Williams Clinton Williams Greater Boston Area Details
Clinton Williams's Cambridge Trust Company Experience November 2010 - Present
Job Assistant Treasurer
Industry Banking
Experience
Cambridge Trust Company   November 2010 - Present
Cambridge Trust Company   November 1998 - November 2010
Cambridge Trust Company   November 1995 - November 1998
Cambridge Trust Company   September 1990 - November 1995

Skills
ACH, Small Business Lending, Commercial Lending, Banking, Merchant Services, Credit, Small Business, Loans, Commercial Banking, Credit Risk, Management

Education
New England School of Banking at Williams College   1996 — 1997
Certifcate, Banking and Financial Support Services

Northeastern University   1984 — 1985

Sandra Burke Sandra Burke Greater Boston Area Details
Sandra Burke's Cambridge Trust Company Experience January 2007 - Present
Job Business Resumption/Continuity Administrator at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   January 2007 - Present
Cambridge Trust Company   January 2007 - October 2013
Object Management Group  February 2005 - January 2007
Buyer  June 2003 - February 2005
The Law Offices of Magaret T. Connolly, Real Estate Law   January 1998 - June 2003
Coldwell Banker  January 1995 - June 2003

Skills
Disaster Recovery, Business Continuity..., Contract Negotiation, Project Management, Risk Management, Facilities Management, Strategic Planning, Risk Assessment, Crisis Management, Project Planning, Emergency Management, Vendor Management, Operations Management, Team Building, Project Coordination, Crisis Communications, Strategic Financial..., Business Strategy, Facilities Operations, Team Management, Office Management, Project Delivery, Organizational..., Business Impact and..., awareness and training, excercising and testing, Recovery Strategy and..., Integrating BCM into..., Alternate site recovery, Vendor Contracts, Construction Management, Office Administration, Vendor Finance, Vendor Managed Inventory, Space-planning, Executive...

Education
Framingham State College   1986 — 1990
BA, English

John Winslow John Winslow Greater Boston Area Details
John Winslow's Cambridge Trust Company Experience November 1998 - Present
Job VP & Director of Internal Audit at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   November 1998 - Present
HarborOne Credit Union  November 1993 - October 1998
University Bank  1985 - 1990

Skills
Internal Audit..., Risk Mitigation, Wealth Management Audit, Internal Audit, Internal Controls, Auditing, Risk Assessment, Internal Audit..., Management, Leadership, Risk Management, Banking, External Audit, Fraud, Financial Analysis, Security, Credit, Enterprise Risk..., Due Diligence, Loans

Education
University of Massachusetts, Amherst   1981 — 1985
BA, Journalism

University of Massachusetts, Amherst   1981 — 1985
Bachelor's degree

David Strachan David Strachan Greater Boston Area Details
David Strachan's Cambridge Trust Company Experience July 2012 - Present
Job Senior Vice President & Head of Trust Administration at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   July 2012 - Present
Cambridge Trust Company   January 2001 - June 2012
Cambridge Trust Company   1996 - 2000

Skills
Banking, Wealth Management, Asset Management, Investments, Mutual Funds, Strategic Financial..., Finance, Due Diligence, Financial Modeling, Alternative Investments, Commercial Lending, Financial Planning, Financial Analysis, Estate Planning, High Net Worth..., Wealth Management...

Education
St. Lawrence University   1985 — 1989
BA, History

Nichols School   1977 — 1985

Robert F. Keenan Robert F. Keenan Greater Boston Area Details
Robert F. Keenan's Cambridge Trust Company Experience March 2011 - Present
Job Finance Professional
Industry Financial Services
Experience
Cambridge Trust Company   March 2011 - Present

Skills
Financial Analysis, Equities, Bloomberg, Banking, Financial Modeling

Education
University of Massachusetts, Amherst   1986 — 1990
Bachelor of Arts, Economics

Judith Goodnow Judith Goodnow Greater Boston Area Details
Judith Goodnow's Cambridge Trust Company Experience March 2012 - Present
Job SVP & Trust Officer at Cambridge Trust Company of NH
Industry Banking
Experience
Cambridge Trust Company   March 2012 - Present
Citizens Bank  2003 - March 2012
Charter Trust  January 1996 - June 2003
New London Trust (nka Charter Trust)   1996 - 2001
First NH n/k/a Citizens Bank   March 1989 - January 1996
Amoskeag Bank, which became First NH as a new company   1989 - 1991
State of New Hampshire, DHHS  1979 - 1989

Skills
Wealth Management, Trusts, Estate Planning, Risk Management, Wealth

Education
New England School of Banking, at Williams College   1994 — 1995
Certificate in Trust

Indiana University Bloomington
BA, English, with double minor in French and history

The University of Memphis—Cecil C. Humphreys School of Law
Juris Doctor

Christian Dalomba Christian Dalomba Greater Boston Area Details
Christian Dalomba's Cambridge Trust Company Experience October 2012 - Present
Job Network Admin at Cambridge Trust Company
Industry Information Technology and Services
Experience
Cambridge Trust Company   October 2012 - Present
Bain & Company  April 2012 - October 2012
Bain & Company  October 2011 - April 2012
Bain & Company  June 2008 - October 2011

Skills
Active Directory, Network Administration, Microsoft Exchange, SQL, Mobile Device Management, Blackberry Enterprise..., Windows Server

Education
Northeastern University   2002 — 2007
BS, Computer and Information Science

Cynthia Sprague Cynthia Sprague Greater Boston Area Details
Cynthia Sprague's Cambridge Trust Company Experience April 2006 - Present
Job Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   April 2006 - Present
Cambridge Trust Company   May 2002 - April 2006

Education
Quincy College   1996 — 2010
Business magmt

North Quincy High   1992 — 1996

Janelle Travers, CTFA Janelle Travers, CTFA Concord, New Hampshire Details
Janelle Travers, CTFA's Cambridge Trust Company Experience July 2011 - Present
Job Trust Administrator at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   July 2011 - Present
Honda of Keene  May 2008 - July 2011
Savings Bank of Walpole  August 2008 - September 2009
TD Bank  June 2005 - January 2008

Skills
Trust Services, Trust Management, Investments, Investment Banking, Banking, Wealth Management

Education
Bryant University   2004 — 2008
BS, Finance

Eliot Klein Eliot Klein Greater Boston Area Details
Eliot Klein's Cambridge Trust Company Experience 2002 - 2012
Job Vice President at TD Bank
Industry Banking
Experience
TD Bank  2012 - Present
Cambridge Trust Company   2002 - 2012
Bank of Boston  1979 - 2000

Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Private Equity, Real Estate Economics, Banking, Portfolio Management, Loans

Education
Trinity College-Hartford
Bachelor of Arts (B.A.)

Linda Whitlock Linda Whitlock Cambridge, Massachusetts Details
Linda Whitlock's Cambridge Trust Company Experience 2002 - Present
Job Expert on Leadership and Governance
Industry Banking
Experience
The Whitlock Group  DirectorRed Sox FoundationOctober 2014 - Present
Brigham & Women's Hospital   2006 - Present
Cambridge Trust Company   2002 - Present
AesRx   2009 - December 2013
Penn Foster  2012 - 2013
The Princeton Review  2009 - 2012
Brandeis University  2006 - 2012
Boys & Girls Clubs of Boston  1999 - 2008

Skills
Non-profits, Fundraising, Strategic Planning, Community Outreach, Public Speaking, Leadership Development, Philanthropy, Venture Philanthropy, Corporate Governance, Executive Coaching, Organizational..., Change Management, Social Entrepreneurship, Governance, Board Development, Board Governance, Coaching, Grant Writing, Leadership, Management, Management Consulting, Nonprofits, Policy, Program Development, Public Relations, Research, Strategy, Teaching, Volunteer Management, Workshop Facilitation

Education
Mount Holyoke College
A.B.

University of Michigan
Master of Arts (M.A.), Psychology

Carrie Bythrow Carrie Bythrow Greater Boston Area Details
Carrie Bythrow's Cambridge Trust Company Experience April 2015 - Present
Job Investment Administrator at Cambridge Trust
Industry Banking
Experience
Cambridge Trust Company   April 2015 - Present
Citizens Bank  November 2014 - Present
Citizens Bank  2008 - November 2014
Citizens Bank  2000 - 2007

Skills
Banking, Portfolio Management, Risk Management, Credit, Leadership, Fixed Income, Mutual Funds, Customer Service, Sales, Commercial Banking

Education
Keene State College   1995 — 1999
BA, Communications

Susan Cannon Susan Cannon Greater Boston Area Details
Susan Cannon's Cambridge Trust Company Experience October 2013 - Present
Job Wealth Management Trust Administrator at Cambridge Trust Company
Industry Financial Services
Experience
Cambridge Trust Company   October 2013 - Present
NiSource  May 2011 - May 2013
Citizens Bank  2006 - 2008
Bank of America  1999 - 2004

Skills
Financial Modeling, Internal Audit, Financial Analysis, Strategic Financial..., Risk Management, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Cash Management, Process Improvement, Credit, Internal Controls, Analysis, Variance Analysis

Education
Assumption College

Cannon Financial Institute

Southern NH University
BA Business Studies/Accounting, Accounting and Finance

AnaPaula Miranda AnaPaula Miranda Greater Boston Area Details
AnaPaula Miranda's Cambridge Trust Company Experience February 2007 - Present
Job at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   February 2007 - Present
Riverside Management Group  2001 - 2007

Skills
Banking, Internal Controls, General Ledger, Account Reconciliation, Retail Banking, Deposits, Accounts Payable, Accounts Receivable, Fixed Assets, Customer Service

Education
New England College of Business and Finance   2010 — 2013
Certificate, Accounting

Centro Universitário de Belo Horizonte   1994 — 1996
Architecture - Design

Pat Oddy Pat Oddy Greater Boston Area Details
Pat Oddy's Cambridge Trust Company Experience March 1981 - February 1997
Job Senior System Analyst at Tufts Medical Center
Industry Hospital & Health Care
Experience
Tufts Medical Center  December 2007 - Present
Liberty Mutual Insurance  March 1998 - November 2007
Cambridge Trust Company   March 1981 - February 1997

Skills
Application Development, Oracle/sysbase/UDB, Systems Analysis, Access, Crystal Reports, Software Implementation, Healthcare Information..., Visio, HIPAA, Data Warehousing, Cognos, Business Analysis, Software Documentation, Data Mapping, Business Intelligence, Unix, Unix Shell Scripting, Perl, SCO Unix, Unix Operating Systems, Micro Focus Cobol, Microsoft SQL Server, Oracle SQL, SQL*Plus, Stored Procedures, JavaScript, JDBC, Java, Lawson 4GL, Lawson General Ledger, Lawson HRIS, Lawson Erp, EDI, ACH, Informix, Sybase

Education
Clark University

Northeastern University

Mark J. Earnest Mark J. Earnest Greater Boston Area Details
Mark J. Earnest's Cambridge Trust Company Experience November 2011 - Present
Job Portfolio Manager & Officer at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   November 2011 - Present
Cambridge Trust Company   August 2010 - November 2011
Cambridge Trust Company   June 2007 - August 2010
Cambridge Trust Company   June 2004 - August 2006

Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Real Estate, Commercial Lending, Small Business Lending, Financial Risk, Underwriting, Analysis, Commercial Banking, Credit Risk, Construction Loans, Mortgage Lending, Finance, C&I Lending, Risk Management, Commercial Mortgages, Cash Flow

Education
Providence College   2003 — 2007
Batchelor of Arts

Risk Management Association   2012 — 2012
Loan Officer Resident Seminar

Kara Boon Kara Boon Greater Boston Area Details
Kara Boon's Cambridge Trust Company Experience September 2009 - February 2012
Job Senior Portfolio Associate, Investment Grade Fixed Income
Industry Investment Management
Experience
Eaton Vance  November 2014 - Present
Eaton Vance  December 2012 - Present
Eaton Vance  February 2012 - December 2012
Cambridge Trust Company   September 2009 - February 2012

Education
Tufts University   2005 — 2009
Bachelor of Arts, Economics/French

Tabor Academy   2002 — 2005
HS Diploma

Kelliher Maureen Kelliher Maureen Greater Boston Area Details
Kelliher Maureen's Cambridge Trust Company Experience March 2011 - Present
Job senior vice president at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   March 2011 - Present
Citizens Private Bank & Trust Company   2001 - 2011

Skills
Portfolio Management, Fixed Income, Wealth Management, Asset Management, Credit Analysis, Investments, Commercial Lending, Equities, Alternative Investments

Education
CFA

Colby College

Khondaker Islam Khondaker Islam Cambridge, Massachusetts Details
Khondaker Islam's Cambridge Trust Company Experience May 2011 - Present
Job Teller at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   May 2011 - Present

Skills
Banking, Retail Banking, Cross Selling, Cash Management, Customer Service

Education
Bunker Hill Community College

Jessica Jacques Jessica Jacques Boston, Massachusetts Details
Jessica Jacques's Cambridge Trust Company Experience June 2008 - October 2009
Job Product Analyst at Lexington Solutions
Industry Real Estate
Experience
Lexington Solutions, LLC   May 2014 - Present
MassHousing  January 2013 - May 2014
Walker & Dunlop (formerly CWCapital LLC)   October 2009 - December 2012
Cambridge Trust Company   June 2008 - October 2009

Skills
Ad Hoc Reporting, Project Coordination, Analysis, Database Administration, Data Analysis, Financial Analysis, Project Management, Process Improvement, Mockups

Education
The Catholic University of America   2003 — 2007
Bachelor of Arts (BA), Education

Christina Merullo Christina Merullo Natick, Massachusetts Details
Christina Merullo's Cambridge Trust Company Experience May 2004 - August 2010
Job Senior LIS Applications Analyst at Emerson Hospital
Industry Hospital & Health Care
Experience
Emerson Hospital  March 2014 - Present
HSM Consulting  2012 - Present
MEDITECH  2010 - 2012
Cambridge Trust Company   May 2004 - August 2010

Skills
CPOE, Meditech, Hospitals, Healthcare Information..., Access, HIPAA, Software Documentation, Physicians, Analysis, Management, Healthcare, EMR, Training, Customer Service

Education
Quinnipiac University   2004 — 2008
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General

Lincoln Sudbury Regional High School   2000 — 2004

Katherine Williams McWilliams Katherine Williams McWilliams Weston, Massachusetts Details
Katherine Williams McWilliams's Cambridge Trust Company Experience November 2010 - Present
Job Teller/Customer Service, Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   November 2010 - Present

Skills
Banking

Education
Boston University   1984 — 1986
Master's degree

University of Massachusetts Lowell   1980 — 1984
Bachelor's degree

Deborah Frothingham Deborah Frothingham South Portland, Maine Details
Deborah Frothingham's Cambridge Trust Company Experience July 1999 - December 2004
Job hfjdjd at JD Williams
Industry Retail
Experience
SEACRET Direct  March 2015 - Present
Cambridge Trust Company   July 1999 - December 2004

Skills
Retail, Management, Marketing, Time Management, Leadership, Strategic Planning, Team Building, Social Media Marketing, Cosmetology, Skin Care Products, Skin, Skin Care, spa, Hair Care, Seacret Agent, Customer Service, E-commerce, Marketing Communications, Forecasting, Fashion, Visual Merchandising, Change Management, Merchandising, Business Analysis, Analysis, Team Management, New Business Development, Research, Public Speaking, Microsoft Office, Apparel, Store Management, Online Marketing

Education
Wayland High School   1995 — 1999
High School, General Studies

Bryant University

Albert Rietheimer Albert Rietheimer Acton, Massachusetts Details
Albert Rietheimer's Cambridge Trust Company Experience August 2005 - Present
Job SVP/CFO/Treasurer at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   August 2005 - Present
BankRI  September 1996 - July 2005

Education
Babson College
BSBA, Accounting

Kathleen Stratemeyer Kathleen Stratemeyer Elmsford, New York Details
Kathleen Stratemeyer's Cambridge Trust Company Experience October 2001 - June 2004
Job Accounting Manager at Interactive Brokers
Industry Financial Services
Experience
Amtrak  November 2014 - Present
Interactive Brokers  July 2004 - November 2014
Cambridge Trust Company   October 2001 - June 2004

Education
Iona College   2008 — 2012
Master of Business Administration (MBA), Accounting and Finance

Northeastern University   2001 — 2004
Bachelor of Science (B.S.), Accounting

Nathalie De La Rosa Nathalie De La Rosa Orlando, Florida Area Details
Nathalie De La Rosa's Cambridge Trust Company Experience February 2002 - July 2004
Job Project Manager at Languages Unlimited
Industry Translation and Localization
Experience
Languages Unlimited   December 2010 - Present
Empire Education Group  December 2003 - August 2008
Cambridge Trust Company   February 2002 - July 2004

Skills
Spanish, Management, Marketing, Multilingual, Translation, Time Management, Foreign Languages, International Relations, English, Accounts Receivable, Public Speaking, Microsoft Office, Project Management, Training, Globalization, Linguistics

Education
New England College of Business and Finance   2004 — 2005
Business Administration and Management, General

John H. Chambers John H. Chambers Boston, Massachusetts Details
John H. Chambers's Cambridge Trust Company Experience
Job Assistant VP at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company  

Skills
Loans, Credit Analysis, Credit, Commercial Lending, Banking, Consumer Lending, Customer Service, Management, Research, Financial Services, Microsoft Office, Public Speaking, Leadership

Education
Murray State University   1982 — 1987
Bachelor’s Degree, Business Administration; Marketing; Management

Joseph Cardarelli Joseph Cardarelli Cambridge, Massachusetts Details
Joseph Cardarelli's Cambridge Trust Company Experience Conversion ManagerMTech1981 - 1986
Job VP / Information Management at Cambridge Trust Company
Industry Banking
Experience
Cambridge Trust Company   Conversion ManagerMTech1981 - 1986

Skills
Management, Banking, Financial Services, Business Analysis, Credit, Portfolio Management, Mutual Funds, Commercial Banking, Process Improvement, Project Management

Education
Northeastern University

Northeastern University

Northeastern University