Cape Ann Savings Bank
Description
Founded: 1846 Subsidiary: Cape Ann Savings Bank, Trust & Financial Services Department
Cape Ann Savings Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cape Ann Savings Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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23 Cape Ann Savings Bank employees in database. Find out everything there's to know about Cape Ann Savings Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cape Ann Savings Bank Employees
Employee
Years
Job
Industry
Joseph Cromosini Joseph Cromosini's Cape Ann Savings Bank Experience June 2008 - August 2011
Job Accountant
Industry Accounting
Experience
ALPS, A DST Company May 2014 - August 2015
Brown Brothers Harriman March 2014 - May 2014
State Street July 2012 - May 2013
Barton Associates Inc. January 2012 - June 2012
Accountemps September 2011 - December 2011
Cape Ann Savings Bank June 2008 - August 2011
E.I.T.C. January 2011 - May 2011
Skills
Quickbooks, Excel, Internet Research, Word, PowerPoint, Customer Service, Microsoft Office, Accounting, Time Management, Microsoft Excel, Outlook, QuickBooks, Recruiting, Sales, Data Analysis, Teamwork, Data Entry, Microsoft Word
Education
Emmanuel College 2007 — 2011
BA, Business Management/Accounting
Gloucester High School 2004 — 2007
ALPS, A DST Company May 2014 - August 2015
Brown Brothers Harriman March 2014 - May 2014
State Street July 2012 - May 2013
Barton Associates Inc. January 2012 - June 2012
Accountemps September 2011 - December 2011
Cape Ann Savings Bank June 2008 - August 2011
E.I.T.C. January 2011 - May 2011
Skills
Quickbooks, Excel, Internet Research, Word, PowerPoint, Customer Service, Microsoft Office, Accounting, Time Management, Microsoft Excel, Outlook, QuickBooks, Recruiting, Sales, Data Analysis, Teamwork, Data Entry, Microsoft Word
Education
Emmanuel College 2007 — 2011
BA, Business Management/Accounting
Gloucester High School 2004 — 2007
Mindy Guerreiros Mindy Guerreiros's Cape Ann Savings Bank Experience 2001 - 2009
Job Owner at North Shore Author Signing
Industry Hospitality
Experience
Vinwood Caterers 2010 - Present
Indie Author 2013 - Present
Talkbooks blog January 2013 - Present
North Shore Author Signing 2013 - Present
CVS Pharmacy 2009 - 2011
Cape Ann Savings Bank 2001 - 2009
Skills
Social Networking, Social Media, Event Planning, Facebook, Microsoft Excel, Customer Service, Event Management, Marketing, Hospitality, Public Relations, Leadership
Education
North Shore Community College 2000 — 2001
Cosmetology
Gloucester High School 1996 — 2000
Vinwood Caterers 2010 - Present
Indie Author 2013 - Present
Talkbooks blog January 2013 - Present
North Shore Author Signing 2013 - Present
CVS Pharmacy 2009 - 2011
Cape Ann Savings Bank 2001 - 2009
Skills
Social Networking, Social Media, Event Planning, Facebook, Microsoft Excel, Customer Service, Event Management, Marketing, Hospitality, Public Relations, Leadership
Education
North Shore Community College 2000 — 2001
Cosmetology
Gloucester High School 1996 — 2000
Kathleen Purdy Kathleen Purdy's Cape Ann Savings Bank Experience 2003 - Present
Job Information Technology Officer
Industry Banking
Experience
Cape Ann Savings Bank 2003 - Present
Control Networks May 1983 - September 2000
Education
Salem State College 1996 — 2002
Bachelor of Science (BS), Computer Science
North Shore Community College 1981 — 1983
Associate of Science (AS), Computer Science
Cape Ann Savings Bank 2003 - Present
Control Networks May 1983 - September 2000
Education
Salem State College 1996 — 2002
Bachelor of Science (BS), Computer Science
North Shore Community College 1981 — 1983
Associate of Science (AS), Computer Science
Cindy Tarantino Cindy Tarantino's Cape Ann Savings Bank Experience August 1996 - December 2005
Job Accounting Coordinator at SwervePoint
Industry Accounting
Experience
SwervePoint August 2013 - Present
Janine's Fitness September 2011 - Present
Oxford Global Resources March 2012 - August 2013
YMCA of the North Shore January 2006 - November 2008
Cape Ann Savings Bank August 1996 - December 2005
Skills
Accounts Receivable, Billing Systems, Fitness Instruction, Group fitness, Invoicing, Fitness, JD Edwards, Medical Billing, Microsoft Word, Payroll, PeopleSoft, Telephone Skills, Access, PowerPoint, QuickBooks, Time Management, Journal Entries, Data Entry, Office Management, Account Reconciliation, Office Administration, General Ledger, Outlook, Accounts Payable, Administrative..., Lotus Notes
Education
University of Phoenix 2001 — 2003
Bachelor of Business Administration (BBA)
North Shore Community College 1992 — 2000
Associate's degree, Medical Administration
SwervePoint August 2013 - Present
Janine's Fitness September 2011 - Present
Oxford Global Resources March 2012 - August 2013
YMCA of the North Shore January 2006 - November 2008
Cape Ann Savings Bank August 1996 - December 2005
Skills
Accounts Receivable, Billing Systems, Fitness Instruction, Group fitness, Invoicing, Fitness, JD Edwards, Medical Billing, Microsoft Word, Payroll, PeopleSoft, Telephone Skills, Access, PowerPoint, QuickBooks, Time Management, Journal Entries, Data Entry, Office Management, Account Reconciliation, Office Administration, General Ledger, Outlook, Accounts Payable, Administrative..., Lotus Notes
Education
University of Phoenix 2001 — 2003
Bachelor of Business Administration (BBA)
North Shore Community College 1992 — 2000
Associate's degree, Medical Administration
Eric Josephson's Cape Ann Savings Bank Experience June 1987 - August 1987
Job Night Warehouse Associate at US Foods
Industry Accounting
Experience
US Foods November 2012 - Present
Verc Enterprises June 2012 - Present
Various Contract Positions April 2008 - January 2012
Macy's November 2011 - December 2011
North Shore Community College February 2011 - June 2011
Brown Rudnick October 1989 - October 2007
Jon R. Morse, CPA February 1989 - April 1989
Varian June 1988 - August 1988
Cape Ann Savings Bank June 1987 - August 1987
Skills
Accounting, Budgets, Microsoft Office, QuickBooks, Microsoft Excel, Customer Service
Education
North Shore Community College 2011 — 2011
Certificate, Pathways Into Financial Services
American International College 1985 — 1989
Bachelor's, Accounting
Bishop Fenwick 1979 — 1983
diploma
Worcester Polytechnic Institute
US Foods November 2012 - Present
Verc Enterprises June 2012 - Present
Various Contract Positions April 2008 - January 2012
Macy's November 2011 - December 2011
North Shore Community College February 2011 - June 2011
Brown Rudnick October 1989 - October 2007
Jon R. Morse, CPA February 1989 - April 1989
Varian June 1988 - August 1988
Cape Ann Savings Bank June 1987 - August 1987
Skills
Accounting, Budgets, Microsoft Office, QuickBooks, Microsoft Excel, Customer Service
Education
North Shore Community College 2011 — 2011
Certificate, Pathways Into Financial Services
American International College 1985 — 1989
Bachelor's, Accounting
Bishop Fenwick 1979 — 1983
diploma
Worcester Polytechnic Institute
Jennifer Orlando Jennifer Orlando's Cape Ann Savings Bank Experience December 2013 - Present
Job Marketing Officer at Cape Ann Savings Bank
Industry Banking
Experience
Cape Ann Savings Bank December 2013 - Present
Cape Ann Savings Bank September 2000 - Present
Cape Ann Savings Bank February 2013 - December 2013
Skills
Marketing, Banking, Customer Service, Strategic Planning, New Business Development, Management, Microsoft Office, Budgets, Leadership, Event Planning, Product Development, Project Planning, Advertising, Market Analysis, Team Building, Market Research, Sales Management, Event Management, Marketing Communications, Social Media Marketing
Education
New England College of Business and Finance 2012 — 2014
Bachelor of Science (BS) Business Administration, Marketing
Mass Bankers, School for Executive Education, at Babson 1995 — 1996
Certificate of Completion and Undergrad credits, Banking
Gloucester High School 1984 — 1986
High School Diploma
Cape Ann Savings Bank December 2013 - Present
Cape Ann Savings Bank September 2000 - Present
Cape Ann Savings Bank February 2013 - December 2013
Skills
Marketing, Banking, Customer Service, Strategic Planning, New Business Development, Management, Microsoft Office, Budgets, Leadership, Event Planning, Product Development, Project Planning, Advertising, Market Analysis, Team Building, Market Research, Sales Management, Event Management, Marketing Communications, Social Media Marketing
Education
New England College of Business and Finance 2012 — 2014
Bachelor of Science (BS) Business Administration, Marketing
Mass Bankers, School for Executive Education, at Babson 1995 — 1996
Certificate of Completion and Undergrad credits, Banking
Gloucester High School 1984 — 1986
High School Diploma
Brittany Barry Brittany Barry's Cape Ann Savings Bank Experience May 2008 - August 2009
Job Server/Bartender at Trio Building Inc.
Industry Real Estate
Experience
Trio Building Inc. July 2010 - Present
Cape Ann Savings Bank May 2008 - August 2009
Skills
Skilled Multi-tasker, Customer Service, Customer Relations, Sales, Great Organizer, Events Coordination, Event Planning, Event Production, Public Speaking, Social Networking, Social Media, Creative Direction, Microsoft Office, Microsoft Word, PowerPoint, Management, Leadership, Time Management, Teamwork, Research, Microsoft Excel, Facebook, Event Management
Education
Marian Court College 2013 — 2015
Bachelor’s Degree, Major: Business Administration and Management, General; Minor: Fashion Merchandising
Marian Court College 2006 — 2008
Associate of Science (BA), Business Administration and Management, General
Trio Building Inc. July 2010 - Present
Cape Ann Savings Bank May 2008 - August 2009
Skills
Skilled Multi-tasker, Customer Service, Customer Relations, Sales, Great Organizer, Events Coordination, Event Planning, Event Production, Public Speaking, Social Networking, Social Media, Creative Direction, Microsoft Office, Microsoft Word, PowerPoint, Management, Leadership, Time Management, Teamwork, Research, Microsoft Excel, Facebook, Event Management
Education
Marian Court College 2013 — 2015
Bachelor’s Degree, Major: Business Administration and Management, General; Minor: Fashion Merchandising
Marian Court College 2006 — 2008
Associate of Science (BA), Business Administration and Management, General
Brian Eddy, MBA, CFA, CFP®'s Cape Ann Savings Bank Experience June 2008 - May 2014
Job CoChair: Private Wealth SubCommittee at The Boston Security Analysts Society
Industry Financial Services
Experience
The Boston Security Analysts Society August 2015 - Present
Eddy Company, LLC May 2014 - Present
Essex County Estate Planning Council May 2013 - Present
Gordon College August 2013 - May 2015
Cape Ann Savings Bank June 2008 - May 2014
U.S. Trust Company March 2001 - March 2006
CDC Ixis Asset Management January 2000 - March 2001
Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Gordon College 1995 — 1999
BS
The Boston Security Analysts Society August 2015 - Present
Eddy Company, LLC May 2014 - Present
Essex County Estate Planning Council May 2013 - Present
Gordon College August 2013 - May 2015
Cape Ann Savings Bank June 2008 - May 2014
U.S. Trust Company March 2001 - March 2006
CDC Ixis Asset Management January 2000 - March 2001
Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Gordon College 1995 — 1999
BS
Andrew G. Marques Andrew G. Marques's Cape Ann Savings Bank Experience January 2015 - Present
Job Commercial Loan Officer at Cape Ann Savings Bank
Industry Banking
Experience
Cape Ann Savings Bank January 2015 - Present
Cape Ann Savings Bank May 2013 - December 2014
Cape Ann Savings Bank April 2010 - April 2013
Skills
Commercial Lending, Mortgage Lending, Credit Analysis, Banking, Small Business Lending, Portfolio Management, Financial Analysis, Credit, Financial Services, Loans
Education
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Finance
Gloucester High School 2001 — 2005
New England School for Financial Studies
Cape Ann Savings Bank January 2015 - Present
Cape Ann Savings Bank May 2013 - December 2014
Cape Ann Savings Bank April 2010 - April 2013
Skills
Commercial Lending, Mortgage Lending, Credit Analysis, Banking, Small Business Lending, Portfolio Management, Financial Analysis, Credit, Financial Services, Loans
Education
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Finance
Gloucester High School 2001 — 2005
New England School for Financial Studies
Jillian Smerage's Cape Ann Savings Bank Experience June 1999 - August 2000
Job HRIS Consultant at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP September 2014 - Present
Goodwin Procter LLP October 2011 - January 2014
Pegasystems January 2011 - October 2011
Pegasystems Inc November 2006 - January 2011
Webgen, Inc August 2006 - November 2006
Donovan Hatem LLP May 2005 - May 2006
American Tower Corporation August 2003 - May 2005
Manchester Athletic Club May 2001 - October 2003
Phoenix Media/Communications Group May 2002 - August 2002
Cape Ann Savings Bank June 1999 - August 2000
Skills
HRIS, Benefits Administration, Employee Relations, Employee Benefits, Human Resources, Performance Management, Recruiting, Talent Management, Onboarding, College Recruiting, Applicant Tracking..., Employment Law, Ceridian, Microsoft Excel, Succession Planning, Workforce Planning, New Hire Orientations, Employee Training, Interviews
Education
Nichols College 1999 — 2003
BSBA, Human Resources, Marketing
Goodwin Procter LLP September 2014 - Present
Goodwin Procter LLP October 2011 - January 2014
Pegasystems January 2011 - October 2011
Pegasystems Inc November 2006 - January 2011
Webgen, Inc August 2006 - November 2006
Donovan Hatem LLP May 2005 - May 2006
American Tower Corporation August 2003 - May 2005
Manchester Athletic Club May 2001 - October 2003
Phoenix Media/Communications Group May 2002 - August 2002
Cape Ann Savings Bank June 1999 - August 2000
Skills
HRIS, Benefits Administration, Employee Relations, Employee Benefits, Human Resources, Performance Management, Recruiting, Talent Management, Onboarding, College Recruiting, Applicant Tracking..., Employment Law, Ceridian, Microsoft Excel, Succession Planning, Workforce Planning, New Hire Orientations, Employee Training, Interviews
Education
Nichols College 1999 — 2003
BSBA, Human Resources, Marketing
Alexis Novello Alexis Novello's Cape Ann Savings Bank Experience August 2015 - Present
Job Bank Teller at Cape Ann Savings Bank
Industry Semiconductors
Experience
Cape Ann Savings Bank August 2015 - Present
Varian Semiconductor 2004 - 2012
Skills
Lotus Notes, Troubleshooting, Software Documentation, SAP, Microsoft Office, Outlook, Access, Windows 7, Windows, Active Directory, XP, MS Project, Microsoft Excel, Cisco Call Manager, Hardware, Customer Service, Cross-functional Team..., Process Improvement
Education
Marian Court College 2003 — 2005
Associate's degree, Accounting and Business Management, 3.3
North Shore Community College 2009 — 2013
North Shore Community College 2015 — 2015
Registered Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
Cape Ann Savings Bank August 2015 - Present
Varian Semiconductor 2004 - 2012
Skills
Lotus Notes, Troubleshooting, Software Documentation, SAP, Microsoft Office, Outlook, Access, Windows 7, Windows, Active Directory, XP, MS Project, Microsoft Excel, Cisco Call Manager, Hardware, Customer Service, Cross-functional Team..., Process Improvement
Education
Marian Court College 2003 — 2005
Associate's degree, Accounting and Business Management, 3.3
North Shore Community College 2009 — 2013
North Shore Community College 2015 — 2015
Registered Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
Stephanie Doane's Cape Ann Savings Bank Experience March 2015 - Present
Job Portfolio administrator
Industry Financial Services
Experience
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Rick Ciolino's Cape Ann Savings Bank Experience 2001 - 2008
Job Investment Officer at First Financial Trust
Industry Investment Management
Experience
First Financial Trust, N.A. November 2013 - Present
People's United Bank June 2011 - October 2013
Danversbank January 2010 - June 2011
Beverly National Bank March 2008 - January 2010
Cape Ann Savings Bank 2001 - 2008
Derby Capital Management 1995 - 2000
Skills
Investments, Equities, Financial Analysis, Investment Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning
Education
Suffolk University - Sawyer School of Management 2002 — 2005
MBA, Finance
Framingham State University 1983 — 1988
BA, Economics/Finance
First Financial Trust, N.A. November 2013 - Present
People's United Bank June 2011 - October 2013
Danversbank January 2010 - June 2011
Beverly National Bank March 2008 - January 2010
Cape Ann Savings Bank 2001 - 2008
Derby Capital Management 1995 - 2000
Skills
Investments, Equities, Financial Analysis, Investment Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning
Education
Suffolk University - Sawyer School of Management 2002 — 2005
MBA, Finance
Framingham State University 1983 — 1988
BA, Economics/Finance
E. Gail Ramos's Cape Ann Savings Bank Experience January 2012 - Present
Job Consultant at Cape Ann Savings Bank
Industry Financial Services
Experience
Cape Ann Savings Bank January 2012 - Present
Cape Ann Savings Bank July 1992 - January 2012
Cape Ann Savings Bank November 1986 - June 1992
Bank of New England June 1982 - October 1986
Bank of New England July 1972 - June 1982
Skills
Wealth Management, Retirement Planning, Probate, Financial Planning, Financial Advisory, Financial Services, Retirement, Investments, IRAs, Asset Managment, Portfolio Management, Securities, Investment Advisory, Wealth, High Net Worth..., Mutual Funds, Asset Allocation, Investment Management, Personal Finance, Strategic Financial..., Series 7, 401k, Wealth Management...
Education
Northeastern University 1999 — 2000
CFP, Certified Financial Planner
ABA National Graduate Trust School 1989 — 1992
Certified Financial Services Counsellor, Financial Services
New England School of Banking 1982 — 1983
Certification in Trust Banking, Trust Services
School of Banking at Williams College 1979 — 1980
Certification in Commercial Banking, Commercial Banking
Salem State University 1967 — 1971
Bachelors of Science, Mathematics
Cape Ann Savings Bank January 2012 - Present
Cape Ann Savings Bank July 1992 - January 2012
Cape Ann Savings Bank November 1986 - June 1992
Bank of New England June 1982 - October 1986
Bank of New England July 1972 - June 1982
Skills
Wealth Management, Retirement Planning, Probate, Financial Planning, Financial Advisory, Financial Services, Retirement, Investments, IRAs, Asset Managment, Portfolio Management, Securities, Investment Advisory, Wealth, High Net Worth..., Mutual Funds, Asset Allocation, Investment Management, Personal Finance, Strategic Financial..., Series 7, 401k, Wealth Management...
Education
Northeastern University 1999 — 2000
CFP, Certified Financial Planner
ABA National Graduate Trust School 1989 — 1992
Certified Financial Services Counsellor, Financial Services
New England School of Banking 1982 — 1983
Certification in Trust Banking, Trust Services
School of Banking at Williams College 1979 — 1980
Certification in Commercial Banking, Commercial Banking
Salem State University 1967 — 1971
Bachelors of Science, Mathematics
Bruce Coates's Cape Ann Savings Bank Experience January 2015 - Present
Job Corporator at Cape Ann Savings Bank
Industry Hospitality
Experience
Cape Ann Savings Bank January 2015 - Present
Emerson Inn By The Sea August 1998 - July 2015
Granite Savings Bank January 2010 - January 2015
Cuisine Management, Inc. June 1982 - January 1998
Florida SouthWestern State College 1984 - 1984
Cornell University January 1981 - May 1982
Holiday Inns, Inc. 1981 - 1981
Skills
Hospitality, Hospitality Industry, Hospitality Management, Food & Beverage, Hotel Management, Tourism, Catering, Hotels, Event Management, Customer Service, Restaurant Management, Resorts, Wine, Revenue Analysis, Banquets, Pre-opening, Leisure, Menu Development, Fine Dining, Hotel Booking, Food Service, Culinary Skills, Food, Meeting Planning, Yield Management, Incentive Travel, Front Office
Education
Hospitality Financial and Technology Professionals
Certified Hospitality Technology Professional (CHTP)
Hospitality Financial and Technology Professionals
Certified Hospitality Accountant Executive (CHAE)
Cornell University 1980 — 1982
Master's degree, Hotel Administration
Bryant University 1977 — 1980
Bachelor of Science (BS), Business Administration, summa cum laude
Cape Ann Savings Bank January 2015 - Present
Emerson Inn By The Sea August 1998 - July 2015
Granite Savings Bank January 2010 - January 2015
Cuisine Management, Inc. June 1982 - January 1998
Florida SouthWestern State College 1984 - 1984
Cornell University January 1981 - May 1982
Holiday Inns, Inc. 1981 - 1981
Skills
Hospitality, Hospitality Industry, Hospitality Management, Food & Beverage, Hotel Management, Tourism, Catering, Hotels, Event Management, Customer Service, Restaurant Management, Resorts, Wine, Revenue Analysis, Banquets, Pre-opening, Leisure, Menu Development, Fine Dining, Hotel Booking, Food Service, Culinary Skills, Food, Meeting Planning, Yield Management, Incentive Travel, Front Office
Education
Hospitality Financial and Technology Professionals
Certified Hospitality Technology Professional (CHTP)
Hospitality Financial and Technology Professionals
Certified Hospitality Accountant Executive (CHAE)
Cornell University 1980 — 1982
Master's degree, Hotel Administration
Bryant University 1977 — 1980
Bachelor of Science (BS), Business Administration, summa cum laude
Norm seppala's Cape Ann Savings Bank Experience January 2015 - Present
Job President and CEO at Granite Savings Bank
Industry Banking
Experience
Cape Ann Savings Bank January 2015 - Present
Granite Savings Bank May 1988 - January 2015
Skills
Banking, Strategic Planning, Business Strategy, Credit, Risk Management, Mergers, Financial Analysis, Mortgage Lending, Investments, Team Building, New Business Development, Change Management, Business Development, Commercial Lending, Sales Management, Portfolio Management, Management Consulting, Marketing Strategy, Negotiation, Commercial Banking, Project Management, Business Planning, Due Diligence, Finance, Mergers & Acquisitions, Strategic Financial...
Education
Bentley College 1968 — 1972
Bachelor of Science (BS), Accounting
Cape Ann Savings Bank January 2015 - Present
Granite Savings Bank May 1988 - January 2015
Skills
Banking, Strategic Planning, Business Strategy, Credit, Risk Management, Mergers, Financial Analysis, Mortgage Lending, Investments, Team Building, New Business Development, Change Management, Business Development, Commercial Lending, Sales Management, Portfolio Management, Management Consulting, Marketing Strategy, Negotiation, Commercial Banking, Project Management, Business Planning, Due Diligence, Finance, Mergers & Acquisitions, Strategic Financial...
Education
Bentley College 1968 — 1972
Bachelor of Science (BS), Accounting
Stephen Philbrook's Cape Ann Savings Bank Experience January 2007 - Present
Job Mortgage Loan Officer at Cape Ann Savings Bank
Industry Banking
Experience
Cape Ann Savings Bank January 2007 - Present
Skills
Residential Mortgages, Consumer Lending, Mortgage Underwriting, Credit Analysis, Retail Banking, Loan Origination, Lines Of Credit
Education
North Shore Community College 2000 — 2003
Associate's degree, Fire Science/Fire-fighting
Gloucester High School 1996 — 1999
Cape Ann Savings Bank January 2007 - Present
Skills
Residential Mortgages, Consumer Lending, Mortgage Underwriting, Credit Analysis, Retail Banking, Loan Origination, Lines Of Credit
Education
North Shore Community College 2000 — 2003
Associate's degree, Fire Science/Fire-fighting
Gloucester High School 1996 — 1999