Cape Cod Bank & Trust

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Cape Cod Bank & Trust Employees

Employee
Years
Job
Industry
Jennifer Leger Jennifer Leger Marstons Mills, Massachusetts Details
Jennifer Leger's Cape Cod Bank & Trust Experience 1997 - February 2001
Job Office Manager at Cotuit Fire District Water Department
Industry Events Services
Experience
Cotuit Fire District Water Department   June 2014 - Present
Community Action Committee of Cape Cod and the Islands   October 2013 - February 2014
Convention Data Services  December 2011 - July 2013
Convention Data Services  January 2007 - December 2011
Convention Data Services  February 2001 - January 2007
Convention Data Services  February 2001 - January 2007
Cape Cod Bank & Trust   1997 - February 2001
Cape Cod Bank & Trust   December 1991 - 1997
Sentry Federal Savings Bank   June 1988 - December 1991

Skills
Customer Service, Meeting Planning, Banking, Budgets, Team Leadership, Registration, Finance, Sales, Management, Leadership, Project Planning, Event Management, Trade Shows, Strategic Planning, Marketing, Strategic Communications, Contract Negotiation

Education
Cape Cod Community College   1987 — 1991
Associate's degree, Accounting

James Botsford James Botsford Barnstable/Yarmouth, Massachusetts Area Details
James Botsford's Cape Cod Bank & Trust Experience September 1997 - May 2004
Job V.P. Cape Cod Five Trust & Asset Management
Industry Financial Services
Experience
Cape Cod Five  May 2004 - Present
Cape Cod Bank & Trust   September 1997 - May 2004
Bank of Boston  January 1993 - October 1997
Cape Cod Bank & Trust   1986 - 1993

Skills
Relationship Cultivation, Asset Management, Investments, Non-profits, Strategic Planning, Personal Financial..., Financial Services, Loans, Finance, Investment Strategies, Strategic Financial..., Commercial Lending, Asset Managment, Sales, Financial Analysis, Nonprofits, Business Development, Private Banking, Retirement Planning, Wealth Management, Equities, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Estate Planning, Retirement, Wealth Management..., Financial Planning

Education
College for Financial Planning   2000 — 2001
CFP, Financial Planning

Salem State University   1983 — 1986
B.A., Business Administration

Cape Cod Community College   1980 — 1982

Nauset regional High school   1976 — 1980

Kim Mossey Kim Mossey Barnstable/Yarmouth, Massachusetts Area Details
Kim Mossey's Cape Cod Bank & Trust Experience April 1997 - April 1998
Job Bookkeeper at Dubin & Reardon
Industry Law Practice
Experience
DUBIN & REARDON   April 1998 - Present
Cape Cod Bank & Trust   April 1997 - April 1998
Sandwich Co-Operative Bank   May 1992 - April 1997

Skills
QuickBooks, Microsoft Excel, Accounts Payable, Bookkeeping, Accounts Receivable, Accounting, Microsoft Office, Microsoft Word, Account Reconciliation, Customer Service, General Ledger

Education
Northeastern University   1993 — 1994
Mortgage Banking Certificate, Banking

Cape Cod Community College   1980 — 1982

Falmouth High School   1976 — 1980
Diploma

Northeastern University
Accounting and Finance

Cynthia Lariviere Cynthia Lariviere Greater Boston Area Details
Cynthia Lariviere's Cape Cod Bank & Trust Experience 2002 - 2003
Job SVP Bank of America
Industry Banking
Experience
Becker College  September 2015 - Present
Bank of America  December 2014 - Present
Bank of America  November 2011 - December 2014
Bank of America  February 2009 - November 2011
Bank of America  October 2005 - February 2009
Bank of America  February 2003 - October 2005
Cape Cod Bank & Trust   2002 - 2003
PL Jones & Associates, CPA's   February 1994 - June 2002

Skills
Consumer Lending, Retail Banking, Cross-functional Team..., Customer Satisfaction, Leadership, Credit, Team Building, Small Business Lending, Coaching, Banking, Sales Management, Customer Experience, Underwriting, Sales, Lines Of Credit, Process Improvement, Relationship Management, Management, Secondary Market, External Audit, Risk Management, Commercial Lending, Loans, Mortgage Lending

Education
New England College of Business and Finance   2014 — 2015
Master of Science (MS), Compliance & Ethics, 3.97

Becker College
Bachelor of Science (BS), Business Administration and Management, General, 3.986

Elizabeth Raftery Elizabeth Raftery Bushnell, Florida Details
Elizabeth Raftery's Cape Cod Bank & Trust Experience 2001 - 2004
Job N/A
Industry Banking
Experience
USAmeriBank  May 2009 - March 2015
Colonial Bank  October 2006 - May 2009
The Cooperative Bank of Cape Cod  July 2004 - April 2006
Cape Cod Bank & Trust   2001 - 2004

Skills
Commercial Lending, Loan Closings, Commercial Banking, Banking, Title Insurance, Customer Service, Customer Support, Loan Origination, Construction Loans, Loan Servicing, Business Initiatives, Microsoft Office, Microsoft Excel, Real Estate Financing, Lines Of Credit, Portfolio Management, Consumer Lending, Credit, Loans, Credit Analysis, Small Business Lending

Education
Cape Cod Community College   1999 — 2002
Accounting and Business/Management

Cape Cod Community College   2001 — 2001
Tri-level Nursing Assistant / Home Health Aide Certificate, Pre-Nursing Studies

Northern Valley Regional High School   1996 — 1998
High School

Tenafly High School   1994 — 1996
High School

Ted Gilbert Ted Gilbert Portland, Maine Area Details
Ted Gilbert's Cape Cod Bank & Trust Experience 2002 - 2004
Job Investment Manager at Gilbert | Schaab
Industry Investment Management
Experience
Gilbert Schaab   September 2011 - Present
Dow Investment Group LLC   May 2006 - August 2011
Cape Cod Bank & Trust   2002 - 2004
Yale School of Management  1999 - 2000
The Carson Group  1997 - 1999
Paine Webber  1996 - 1997

Skills
Series 7, Series 65, Financial Markets, Finance, Strategy, Business Strategy, Financial Advisory, 401k, Financial Services, Due Diligence, Financial Analysis, Investment Management, Equity Research, Trading

Education
Boston University Questrom School of Business   2009 — 2010
MSIM, Investment Management

The Landing School   2004 — 2005
Graduate, Yacht Design

Indiana University - Kelley School of Business   2000 — 2002
MBA, Entrepreneurship, Finance and Marketing, etc.

Bowdoin College   1991 — 1995
BA

Memorial High School   1987 — 1991

Shawn Duarte Shawn Duarte Brockton, Massachusetts Details
Shawn Duarte's Cape Cod Bank & Trust Experience October 2001 - May 2004
Job
Industry Banking
Experience
Rockland Trust  August 2009 - Present
Slades Bank  January 2007 - March 2008
Cape Cod Bank & Trust   October 2001 - May 2004

Skills
Banking, Retail Banking, Microsoft Office, Microsoft Word, Microsoft Excel, Information Mapping, Teller Operations, Employee Training, Schedules, Training, Customer Service, Call Centers, Sales, Branch Banking

Education
Fisher College
Bachelor's degree

William MacKenzie William MacKenzie Hyannis, Massachusetts Details
William MacKenzie's Cape Cod Bank & Trust Experience January 1997 - September 2004
Job Commercial Broker
Industry Commercial Real Estate
Experience
Commercial Realty Advisors  July 2010 - Present
Cape Cod Bank & Trust   January 1997 - September 2004

Skills
Investment Properties, Investments, Commercial Real Estate, Real Estate, Real Estate Transactions, Location Intelligence, Residential Homes, Sales, Real Estate Development, Disposition, Investors, Marketing, Tenant Representation, Property Management, Loans, REO, Sales Management, Mortgage Lending, Start-ups, Leases, Brokerage, Shopping Centers, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Dispositions, Corporate Real Estate

Education
Avon High School, Avon, MA

Boston College
BS Economics, Economics, General Business

Brian MacPhail Brian MacPhail Greater Chicago Area Details
Brian MacPhail's Cape Cod Bank & Trust Experience 1982 - 1986
Job Principal at Hutchinson, Shockey, Erley & Co.
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co.   October 2005 - Present
Legg Mason  October 1998 - October 2005
Oppenheimer & Co.   1993 - 1998
Kemper Securities  1986 - 1993
Cape Cod Bank & Trust   1982 - 1986

Skills
Series 7, Portfolio Management, Fixed Income, Trading, Municipalities, Asset Allocation, Bloomberg, Bonds, Series 63, Investments, Financial Modeling, Municipal Bonds, Asset Managment, Alternative Investments, Securities, Valuation, Capital Markets, Credit Analysis, Financial Advisory, Asset Management, Investment Banking

Education
Michigan State University   1978 — 1982
BA, Finance

Don Macaulay Don Macaulay Sarasota, Florida Area Details
Don Macaulay's Cape Cod Bank & Trust Experience 1971 - 1995
Job CEO, Chief Lending Officer, Business Development Leader, Top Performing Bank Executive
Industry Banking
Experience
The Affinity Advisory Group, LLC   September 2011 - Present
First California Bank  2008 - 2011
Community West Bank  2005 - 2008
Union Bank of California  2004 - 2005
Union Bank of California  2003 - 2004
First Community Bank  1999 - 2003
SOUTHTRUST BANK  1996 - 1999
Cape Cod Bank & Trust   1971 - 1995

Skills
Strategic Leadership, Results Oriented, Team Motivator, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Mortgage, Customer Service, Team Building, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Credit Risk, Portfolio Management, Mergers, Financial Analysis, Retail Banking, Customer Relations, New Business Development, Strategic Planning, Negotiation, Sales Management, Real Estate, Lines Of Credit, Coaching, Mergers & Acquisitions, Mortgage Lending, Goal Oriented, Investments, Business Development, Commercial Mortgages, Loan Origination, Asset Based Lending, Risk Management, Treasury Management, Private Banking, Asset Management, SBA, Financial Institutions, Cash Management, Cross Selling, Construction Loans, Deposits, Relationship Management, Financial Services, Finance, Mortgage Banking

Education
Bryant University
BS, Management

Cohen Brown Sales Program Graduate and Administrator

Hingham high school

National Commercial Lending Graduate School

Risk Management Association Loan Officers Resident Seminar

Williams College School of Banking

Ned Eastman Ned Eastman Barnstable/Yarmouth, Massachusetts Area Details
Ned Eastman's Cape Cod Bank & Trust Experience July 1999 - May 2004
Job Vice President at Cape Cod Five Trust and Asset Management
Industry Financial Services
Experience
Cape Cod Five Trust and Asset Management   May 2004 - Present
Cape Cod Bank & Trust   July 1999 - May 2004
PaineWebber  October 1996 - June 1999

Skills
Fixed Income and Equity..., Asset Managment, Investments, Fixed Income, Equities, Wealth Management, Financial Analysis, Portfolio Management

Education
Suffolk University - Sawyer School of Management   2005 — 2007
Masters of Business Administration, Finance

Norwich University   1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General

Needham High School   1986 — 1990

Allison Mangini Allison Mangini Jacksonville, Florida Details
Allison Mangini's Cape Cod Bank & Trust Experience August 2002 - May 2004
Job Branch Support and Special Services Manager
Industry Financial Services
Experience
Community First Credit Union  May 2010 - Present
BB&T  June 2004 - May 2010
Cape Cod Bank & Trust   August 2002 - May 2004
The Standish Group   June 2000 - August 2002
Best Read Guide   March 1999 - August 2000

Skills
Banking, Retail Banking, Consumer Lending, Team Building, Customer Service, Credit, Commercial Banking, Strategic Planning, Public Speaking, Risk Management, Microsoft Office, Management, Budgets, Coaching, Team Leadership, Process Improvement, Auditing, Deposits, Small Business, Finance, Loans, Project Management, Financial Analysis, Leadership, Training, Sales, Strategy

Education
University of Florida   1993 — 1997
BS, Journalism

Leda Phillips Leda Phillips South Dennis, Massachusetts Details
Leda Phillips's Cape Cod Bank & Trust Experience April 1986 - April 1997
Job Store Manager at TD Bank
Industry Banking
Experience
TD Bank  June 2014 - Present
TD Bank  February 2013 - June 2014
TD Bank  February 2011 - February 2013
TD Bank  November 2006 - February 2011
Cape Cod Bank & Trust   April 1986 - April 1997

Skills
Retail Banking, Cash Management, Customer Service, Sales, Coaching, Microsoft Office, Real Estate, Budgets, Banking, Risk Management, Management, Consumer Lending, Credit, Small Business Lending, Mortgage Lending

Education
Cape Cod Community College   2009 — 2011
Health Services/Allied Health/Health Sciences, General

Dana Mauch Dana Mauch Providence, Rhode Island Area Details
Dana Mauch's Cape Cod Bank & Trust Experience 1978 - 1995
Job Portfolio Manager at MIS
Industry Investment Management
Experience
MIS  2005 - Present
Citizens Bank of Rhode Island (RBS Citizens)   1995 - 2005
Cape Cod Bank & Trust   1978 - 1995

Education
Ohio Wesleyan University   1970 — 1974
BA, Economics & Sociology

Dick Weir Dick Weir Barnstable/Yarmouth, Massachusetts Area Details
Dick Weir's Cape Cod Bank & Trust Experience 1996 - 2006
Job Experienced financial planner and marketing fundraising executive
Industry Financial Services
Experience
Graham-Pelton Consulting, Inc.   May 2011 - June 2011
Rockland Trust Company  November 2006 - August 2010
TD Bank  2004 - 2006
Cape Cod Bank & Trust   1996 - 2006
Falmouth Hospital  1984 - 1996

Skills
Marketing Strategy, Fundraising, Philanthropy, Small Business Lending, Strategic Planning, Community Outreach, Planned Giving, Investments, Loans, Public Relations, Equities, Credit, Non-profits, Wealth Management, Commercial Lending, Financial Analysis, Team Building, Strategic Financial..., Social Media, Real Estate, Portfolio Management, Event Planning, Leadership Development, Commercial Mortgages, Commercial Banking, SBA, Marketing, Estate Planning, Press Releases, Asset Managment, Budgets, Middle Market, Asset Based Lending, Public Speaking, Series 63, Banking, Retirement Planning, Community Development, Nonprofits

Education
Boston University   1988 — 1993
MS, Public Relations/Communications

Drew University   1966 — 1970
BA, Political Science

Trina Andrews Trina Andrews Barnstable/Yarmouth, Massachusetts Area Details
Trina Andrews's Cape Cod Bank & Trust Experience 1998 - December 2002
Job Business Manager at Giampietro Architects
Industry Architecture & Planning
Experience
Giampietro Architects   December 2007 - Present
Cape Cod Bank & Trust   1998 - December 2002
Reebok International  June 1997 - June 1998

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, QuickBooks, Microsoft Office, Macintosh Applications

Education
Bridgewater State College   1988 — 1992
Bachelor of Science, Business Management and Marketing