Cape Cod Bank & Trust
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18 Cape Cod Bank & Trust employees in database. Find out everything there's to know about Cape Cod Bank & Trust 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 Cod Bank & Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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