Cape Cod Bank & Trust Company
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Cape Cod Bank & Trust Company Employees
Cape Cod Five March 2011 - Present
Cape Cod Bank & Trust Company 1999 - 2004
Skills
Credit, Credit Analysis, Loan Origination, Financial Analysis, Loans, Banking, Small Business Lending, Mortgage Banking, Commercial Banking, Risk Management, Customer Service, Real Estate
Education
Western New England University
MBA, Masters of Business Administration
Westfield State University
B.S., Business Management
Holyoke Community College
A.S., Business Administration
Cape Cod Five Cents Savings Bank February 2005 - Present
Plymouth Savings Bank May 2004 - February 2005
Cape Cod Bank & Trust Company June 1975 - May 2004
Skills
Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Asset Management, Investments, Portfolio Management, Retirement, Series 7, Budgeting, Investment Strategies, Savings, Investment Advisory, Wealth, Asset Allocation, Securities, Mutual Funds, Financial Advisory, High Net Worth..., IRA's, Equities, Retirement Income..., Wealth Accumulation, Personal Finance, Bonds, Private Wealth..., Financial Advice, Wealth Transfer, Comprehensive Wealth..., Investment Products, ETFs, Strategic Financial..., Credit, Banking, Small Business, Wealth Management..., Asset Managment, Loans, Finance, Financial Services, 401k, Community Banking, Mortgage Lending, Series 63, SBA, Investment Management, Commercial Lending, Commercial Mortgages, IRAs
Education
State University of New York College at Oswego 1971 — 1975
B.A., Economics & Computer Science
Bartholomew & Company, Inc. June 1995 - Present
Bear Stearns March 1995 - May 1995
Cape Cod Bank & Trust Company May 1994 - August 1994
Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Fixed Income, Insurance, Mutual Funds, Investment Management
Education
Boston College 1991 — 1995
BS, Finance
London School of Economics and Political Science 1994 — 1994
Chatham High School
Robert Paul Properties January 2015 - Present
Self-Employed June 2012 - January 2015
Scott Crosby Builders, Inc. June 2005 - 2015
Cape Cod Bank & Trust Company January 2002 - January 2010
Cape Cod Bank & Trust Company January 1997 - June 2002
Skills
Writing, Strategic Planning, Portfolio Management, Social Media, New Business Development, Marketing Strategy, Buyer Representation, Advertising, Real Estate, Investment Properties, Sales, Residential Homes, Marketing, First Time Home Buyers, Negotiation, Real Estate Transactions, Relocation, Single Family Homes, Condos, Contract Negotiation, Sellers, Management, Real Estate Development, New Home Sales
Education
Boston University 1995 — 1999
Financial Studies, Banking, Corporate, Finance, and Securities Law
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Arts, Political Science
Cooperative Bank of Cape Cod May 2004 - Present
Cape Cod Bank & Trust Company October 1993 - May 2004
CCBT Financial Companies 1992 - 2004
Cape Cod Bank & Trust Company 1992 - 2004
Summit Bank Oakland, CA 1982 - 1989
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Marketing Strategy, Risk Management, Financial Analysis
Education
Pacific Coast School of Banking at the University of Washington, Seattle 1985 — 1987
Certificate, Banking
College of the Holy Cross 1969 — 1973
Bachelor's degree, History
Boston Private Bank & Trust Company May 2013 - Present
Boston Private Bank & Trust Company 2001 - April 2013
Cape Cod Bank & Trust Company April 1996 - April 1999
Graystone Mortgage 1991 - 1995
Skills
Investor Relations, Banking, Cash Management, Financial Analysis, Risk Management, Mergers & Acquisitions, Strategic Financial..., Commercial Banking, Credit, Portfolio Management, Loans, Internal Controls, Finance, Treasury Management
Education
Bryant University 1978 — 1981
MBA, Accounting
Clark University 1973 — 1978
BS, Finance
TD 2004 - Present
Cape Cod Bank & Trust Company 1988 - 2004
Skills
Wealth Management, Banking, Relationship Management, Estate Planning, Wealth Management..., Mutual Funds, Investments, Customer Service, Financial Services, Securities
Education
Mount Holyoke College 1981 — 1985
BA, German Studies/Politics
The Cooperative Bank of Cape Cod December 2013 - Present
Bank of Cape Cod 2006 - November 2013
Human Resources Consultant 2000 - 2003
Cape Cod Bank & Trust Company 1997 - 2000
Cape Cod Bank and Trust Company 1996 - 1997
CCBT Financial Companies 1993 - 1996
May Company Department Stores 1990 - 1993
Scudder, Stevens and Clark (Deutsche Asset and Wealth Management) 1986 - 1990
Skills
SPHR, Credit, Leadership, Labor Relations, Banking, Human Resources, Equities, Portfolio Management, Conflict Resolution, Investments, Union Avoidance, Risk Management, Asset Managment, Loans, Organizational..., Financial Services, Relationship Management, Retail Banking, Credit Analysis, Deferred Compensation, Collective Bargaining, Insurance, Benefits Administration, 401k, Financial Analysis, Executive Development, Commercial Banking, Performance Management, Employee Relations, Employee Training, Management, Training, Finance, Program Management, Executive Pay, HR Consulting, Strategic Planning, Mergers & Acquisitions, Due Diligence, Strategic Human...
Education
Bates College
B.A., Political Science, Economics
Navy Federal Credit Union August 2010 - Present
TD Bank 1996 - 2010
TD Banknorth January 2004 - January 2009
Cape Cod Bank & Trust Company January 1996 - January 2004
Education
Boston University
Business Courses/Continuing Education
Cape Cod Community College
Business Courses/Continuing Education
New England School of Finance
Financial/Banking
University of Iowa
Communications/Journalism
First Citizens' Federal Credit Union April 2008 - Present
Osterville Real Estate July 2003 - March 2008
Cellect LLC January 2000 - July 2003
Cape Cod Bank & Trust Co. March 1997 - December 2000
Cape Cod Bank & Trust Company March 1995 - March 1997
Cape Cod Bank & Trust Company April 1993 - March 1995
Cape Cod Bank & Trust Company March 1989 - March 1993
John Hancock Leasing Corporation February 1986 - March 1989
Skills
Process Improvement, Retail Banking, Strategic Planning, Credit Risk, Financial Analysis, Banking, Portfolio Management, Risk Management, Accounting, Loans, Credit, Credit Analysis, Financial Risk, Commercial Banking, Cash Management, Commercial Lending, Financial Reporting, Auditing, Mortgage Lending, Management, Business Analysis, Business Development, Consumer Lending, Loan Origination, Negotiation, Mortgage Banking, Managerial Finance
Education
Babson College 1977 — 1982
BS, Finance / Management