Cape Cod Five
Founded: 1855 Parent organization: Cape Cod Five Mutual Company Subsidiaries: Cape Cod Five Trust and Asset Management, Cape Cod Five Investment Services
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Cape Cod Five Employees
American Bankers Association October 2014 - Present
Cape Cod Five 1993 - Present
Massachusetts Bankers Association July 2012 - June 2013
Cape Cod Chamber of Commerce 2011 - 2013
Skills
Commercial Lending, Business Strategy, Banking, Asset Management, Leadership, Loans, Asset Managment, Insurance, Customer Service, Public Relations, Social Media, Strategic Planning, Business Development, Risk Management, Portfolio Management, Commercial Banking, Mergers & Acquisitions, Small Business Lending, Credit
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Owner of B & L Enterprises March 2012 - Present
Cape Cod Five March 2007 - Present
Skills
Customer Service, Communication, Internet Banking, Branch Banking, Child Development, Elementary Education, Preschool, Adoption
Education
UMass Dartmouth 1993 — 1997
Bachelor of Arts (B.A.), Humanities /Social Sciences
Barnstable High School 1989 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cape Cod Five January 1987 - Present
Skills
Banking, Risk Management, Internal Audit, Financial Analysis, Credit, Accounting, Financial Reporting, Financial Services, IFRS, Credit Analysis, Financial Audits, Commercial Banking, Mergers & Acquisitions, AML, Budgets, Loans, Cash Management
Education
University of Massachusetts, Amherst 1975 — 1979
BDIC - Bachelor's degree in individual concentration, pre Art Therapy
Center for Financial Training
Advanced Internal Auditing course
various
1, 000 or more banking related seminars/classes, etc.
Assima PLC July 2015 - Present
Tecomet October 2014 - June 2015
Barton Associates Inc. June 2013 - September 2014
Marist College Office of Undergraduate Admissions January 2013 - May 2013
Marist College Office of Undergraduate Admissions October 2010 - May 2013
CVS Caremark Corporation June 2012 - August 2012
Lacoste September 2011 - November 2011
Cape Cod Five May 2011 - August 2011
Marist Institute for Public Opinion September 2009 - May 2011
Skills
Human Resources, Recruiting, PowerPoint, Microsoft Excel, Data Analysis, Interviews, Microsoft Office, Public Speaking, Teamwork, Management, Benefits Administration, Microsoft Word, Customer Service, Outlook, Employee Relations, Time Management
Education
Marist College 2009 — 2013
BS, Business Administration;
Lorenzo de' Medici (Italian International Institute) 2012 — 2012
Massachusetts Department of Revenue January 2013 - Present
Mugar Enterprise Inc. September 2012 - January 2013
Cape Cod Five November 2011 - September 2012
Oyster Harbors Club June 2011 - August 2011
Skills
Microsoft Office, Accounts Receivable, Investments, Internal Audit, Variance Analysis, Bank Reconciliation, Social Media, Outlook, Financial Reporting, Microsoft Excel, Financial Analysis, Accounting
Education
Providence College 2007 — 2011
Bachelor of Science (BS), Accountancy
Barnstable High School 2003 — 2007
Cape Cod Five August 2011 - Present
Sovereign Bank April 2011 - August 2011
GMAC ResCap March 2008 - June 2010
Fannie Mae March 1998 - March 2008
Skills
Short Sales, Compliance, Portfolio Management, Default, REO, Customer Service, Mortgage, Real Estate, Customer Relations, Loss Mitigation, Claims Management, Mortgage Insurance, Reimbursement, Mortgage Lending, Refinance, Loan Origination, FHA, Mortgage Banking, Credit, Sales, Credit Analysis, Underwriting, Foreclosures, Negotiation, Risk Management, Investment Properties
Education
State University of New York College at Oneonta
BA, Business Economics and Psychology
Cape Cod Five July 2004 - Present
The Cape Cod Five Cents Savings Bank May 1997 - July 2004
Colonial Life Insurance Company of Texas January 1989 - March 1997
Skills
Retail Banking, Risk Management, Banking, Commercial Banking
Education
Regis College 1977 — 1981
Political Science
Cape Cod Five 2011 - Present
Education
Seton Hall University School of Law
J.D.
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
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 July 2007 - Present
Enterprise Rent-A-Car September 2004 - June 2007
Skills
Customer Service, Fundraising, Strategic Planning, Microsoft Office, Public Speaking, Training, Social Networking, Marketing Communications, Leadership Development, Social Media, Social Media Marketing, Recruiting, Public Relations, Nonprofits, New Business Development, Community Outreach, Event Planning, Leadership, Organizational...
Education
Keene State College 2000 — 2004
BS, Communication
Cape Cod Five June 2011 - Present
Massachusetts Air National Guard March 2014 - Present
SunTrust Bank December 2009 - June 2011
The Melting Pot Restaurants August 2007 - October 2009
CCBT Financial Companies June 2000 - May 2004
Skills
Retail Banking, Commercial Banking, Customer Service, Credit, Loan Origination, Banking, Loans, Mortgage Lending, Commercial Lending, Event Planning, Consumer Lending, Mortgage Banking, Business Objects, Report Writing, Program Administration, Applications, Auditing, Management, Leadership, Microsoft Office
Education
Elon University 2004 — 2007
BA, Psychology/Criminal Justice
Nauset Regional HS
Harwich Chamber of Commerce October 2011 - Present
Outer Cape Health Services January 2014 - Present
Wychmere Beach Club April 2011 - October 2011
Harwich Chamber of Commerce September 2010 - October 2011
HJT September 2007 - September 2011
Cape Cod Five June 1999 - April 2011
Harwich Chamber of Commerce 2008 - 2010
Skills
Strategic Planning, Non-profits, Event Planning, Fundraising, Public Speaking, Budgets, Social Media, Social Media Marketing, Grant Writing, Project Management, Marketing, Event Management, Training, Nonprofits, Email Marketing, Advertising, Small Business, Program Management, Social Networking, Community Development, Sales, Marketing Strategy, Public Relations, Customer Service, Volunteer Management, Team Building, Contract Negotiation, Negotiation, Community Outreach, Team Leadership, Leadership Development, Marketing Communications, Leadership, Online Marketing, Organizational..., Entrepreneurship, Brand Development, Business Planning, Coaching, Facebook, Management, Media Relations, New Business Development, Sponsorship, Start-ups
Education
Suffolk University 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Suffolk University - Sawyer Business School 2003 — 2005
BSBA, Management
Harwich High School
Cape Cod Five June 2012 - Present
Prospect Mortgage, LLC June 2011 - June 2012
Wells Fargo Home Mortgage October 2008 - June 2011
GMAC Mortgage September 2000 - November 2008
Skills
Refinance, Investment Properties, First Time Home Buyers, Real Estate, Vacation Homes, Condos, Sellers, Finance, Loans, Mortgage Lending, Real Estate Transactions, Mortgage Banking, Loan Origination, FHA, Referrals
Education
University of California, Berkeley 1984 — 1986
BA, Philosophy
Cape Cod Five February 2012 - Present
Cape Cod Five September 2011 - February 2012
UniBank for Savings January 2011 - September 2011
UniBank for Savings July 2008 - August 2011
Hallmark Institute of Photography February 2010 - August 2010
Equity Residential June 2009 - September 2009
Amherst Area Chamber of Commerce January 2009 - May 2009
UniBank July 2008 - January 2009
American Express Financial Advisors August 2006 - March 2008
Southboro Medical Group of Framingham June 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Banking, Outlook, Microsoft Word, Research, Access, Public Speaking, Loans, Data Entry, Teamwork, Leadership, Strategic Planning, Credit, Financial Analysis, Team Building, Marketing
Education
University of Massachusetts, Amherst 2008 — 2009
Bachelors Degree, Sociology; Social Inequalities and Culture
Quinsigamond Community College 2005 — 2007
Associates Degree, General Studies
Jack Conway & Co., Inc. November 2013 - Present
Town of Harwich February 2006 - Present
The Family Pantry of Cape Cod February 2002 - Present
Team Waystack Realty June 1986 - November 2013
Cape Cod Five 2004 - July 2012
Harwich Real Estate and Open Space Committee April 2012 - April 2012
The Family Pantry 2009 - 2010
Sodexo Corporation June 1984 - June 1986
Skills
Vacation Homes, Waterfront, Buyer Representation, Listings, New Home Sales, Sellers, Townhomes, Single Family Homes, Referrals, Condos, Relocation
Education
University of Massachusetts, Amherst 1977 — 1981
BS, Business
Canton High School 1973 — 1977
Quorum Federal Credit Union September 2013 - February 2015
Cape Cod Five 2007 - 2012
Chittenden Bank 2002 - 2007
National Bank of Commerce 1997 - 2000
Skills
Marketing Communications, Product Management, Marketing Strategy, Strategic Planning, Banking, Portfolio Management, Commercial Banking, Marketing, Management, Forecasting, CRM, Customer Service, Competitive Analysis, Strategy, Analytics, Business Analysis, Retail Banking, Risk Management, New Business Development, Investments, Budgets, Product Development, Loans, Program Management, Financial Modeling, Sales, Financial Analysis, Team Leadership, Online Marketing, Social Media Marketing, Business Development, Financial Services, Direct Marketing, Leadership, Vendor Management, Market Research, Small Business
Education
University of South Carolina - The Moore School of Business
MBA, Business Administration
North Carolina State University
BS, Business Administration
McGill University
Executive Business Education
Indian Institute of Management, Bangalore
CIBER Program, Business Administration
Community Leadership Institute of Cape Cod and the Islands
The Cape Cod Five Cents Savings Bank September 2014 - Present
Rockland Trust March 2014 - September 2014
Cape Cod Five May 2012 - March 2014
Rockland Trust Company October 2008 - April 2012
Rockland Trust Company December 2002 - October 2008
DEUTSCHE BANK ALEX. BROWN October 1998 - December 2002
PAINEWEBBER, INC July 1997 - October 1998
CAPE COD BANK June 1992 - July 1997
Education
Springfield College
B.S, Business Management
National Marine Life May 2015 - Present
Cape Cod Five April 2005 - Present
Cape Cod Canal Regional Chamber of Commerce 2009 - 2012
Fleet Boston January 2000 - September 2003
Skills
Loans, First Time Home Buyers, Purchase, Residential, Condos, New Home Sales, Excel, Single Family Homes, Microsoft Office, PowerPoint, Word, Outlook, Land, Loan Origination, Credit, FHA, Investment Properties, Microsoft Excel, Microsoft Word, Mortgage Lending, REO, Real Estate, Refinance, Residential Homes
Education
Bentley College 1996 — 2000
BS, Finance
Bunker Hill Community College
Associates, Arts
MetLife September 2014 - Present
TEKsystems May 2014 - September 2014
Commonwealth of Massachusetts September 2008 - October 2013
Collette Vacations November 2006 - June 2008
Collette Vacations November 2000 - November 2006
FleetBoston Financial March 2000 - October 2000
BankBoston/FleetBoston Financial May 1999 - March 2000
BankBoston July 1998 - May 1999
Cape Cod Five June 1997 - July 1998
Corporation for National and Community Service September 1996 - December 1996
Skills
Web Analytics, Google Analytics, Social Media, Google Adwords, Web Content Management, Web Marketing, Web Project Management, HTML, Photoshop, ColdFusion, JavaScript, SEO copywriting, CSS, Content Migration, Facebook, Twitter, Blogging, Training, Trend Analysis, XML, RSS, Web-based Communication, Online Marketing
Education
Middlebury College
BA
Cape Cod Five
Skills
Commercial Lending, Consumer Lending, Banking, Financial Services, Small Business Lending, Retail Banking
Education
University of Maine
Oberlin College January 2015 - Present
Aspen Music Festival and School June 2013 - August 2013
Hartt Recording Studio January 2011 - May 2013
Music@Menlo July 2012 - August 2012
Cape Cod Five May 2010 - August 2010
Skills
Audio Engineering, Recording, Studio Recording, Sound, Music, Music Production, Audio Editing, Pyramix, Pro Tools, Customer Service, Live Sound, Classical Recording, Magix Sequoia, Time Management
Education
University of Hartford 2009 — 2013
Bachelor of Music, Music Production and Technology
RISE Engineering March 2012 - December 2012
Pleasant Bay Nursing & Rehabilitation Center August 2011 - July 2012
Barnstable County Department of Health and Environment May 2011 - August 2011
CVS/Caremark August 2008 - January 2011
Convention Data Services January 2008 - August 2008
Cape Cod Five August 2007 - January 2008
CVS April 2006 - August 2007
American Eagle Outfitters September 2004 - August 2005
YMCA Cape Cod - Camp Lyndon January 1998 - December 2004
Skills
Budgets, Microsoft Excel, Inventory Management, Event Management, Merchandising, Account Management, Management, Customer Service, Strategy, Editing, Team Building, Training, Human Resources, Sales, Time Management
Education
Cape Cod Community College 2008 — 2012
Associate of Arts (AA), Environmental Science, Business, 3.78
Sturgis Charter School 2000 — 2004
Diploma
Cape Cod Five August 1994 - Present
Shawmut Bank NA 1989 - 1994
Skills
Mortgage Lending, Commercial Lending, Consumer Lending
Education
Bridgewater State University 1975 — 1979
BS, Education
Andersen Tax January 2011 - Present
Cape Cod Five June 2009 - December 2010
Skills
Financial Analysis, Accounting
Education
Bentley University 2008 — 2009
MS, Taxation
Bentley University 2004 — 2008
BS, Accounting
Berkeley Research Group LLC September 2015 - Present
Berkeley Research Group LLC August 2014 - August 2015
Boston College Center for Retirement Research March 2014 - November 2014
Phi Kappa Theta - NY Sigma January 2012 - December 2012
Cape Cod Five June 2012 - August 2012
Town of Barnstable May 2011 - August 2011
Rensselaer Polytechnic Institute December 2010 - May 2011
Skills
Matlab, R, Financial Modeling, Investments, Project Management, Operations Research, Stata, Minitab, Regression Analysis, Decision Analysis, Bloomberg, Valuation, Intellectual Property..., Financial Statement..., Industry Research, Market Research
Education
Boston College 2013 — 2014
Master’s Degree, Finance
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor’s Degree, Industrial Engineering and Economics (dual major)
The Cape Cod Five Cents Savings Bank December 2014 - Present
Cape Cod Five December 2012 - December 2014
South Shore Bank March 2012 - December 2012
South Shore Bank September 2010 - March 2012
Union Bank of Switzerland September 2009 - December 2009
Merrill Lynch January 2009 - August 2009
Skills
Credit Risk, Commercial Banking
Education
Boston University - Metropolitan College 2014 — 2016
Master of Science (MS), Banking and Finance
Mount Ida College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Nauset Regional High School 2001 — 2005
US Wealth Management April 2015 - Present
Citizens Investment Service Inc. October 2011 - April 2015
Cape Cod Five December 2002 - October 2011
Education
The American College 2011 — 2012
LUTCF, Financial Planning and Services
College of Financial Planning
CRPC, LUTCF
Blue Hills Bank December 2010 - Present
Cambridge Savings Bank & Appleton Partners, Inc May 2007 - December 2010
Cape Cod Five 2006 - 2007
Cape Cod Five 2005 - 2006
Plymouth Savings Bank 1994 - 2005
Quincy Savings Bank 1986 - 1994
Skills
Branding, Customer Acquisition, Marketing Strategy, eCommerce, Product Development, Call Center Management, Strategic Planning, Marketing Communications, Segmentation, Direct Marketing, Vendor Management, Product Management, Integrated Marketing, Analytics, E-commerce, Loans, Strategy, Customer Service, Retail, Financial Services, Marketing, Call Centers, CRM, Digital Marketing, Email Marketing, Mergers & Acquisitions, Database Marketing, Business Development
Education
Simmons College - Simmons School of Management 1987 — 1990
MBA
University of Rhode Island - College of Business Administration 1980 — 1984
BS, Business Administration - Marketing Major
Cape Cod Five Cents Savings Bank January 2014 - Present
Cape Cod Five February 2012 - January 2014
Cape Cod Five May 2008 - February 2012
Hartford Magazine/Life Publications January 2009 - May 2009
Skills
Microsoft Office, Banking, Customer Service, Teamwork, Magazines
Education
University of Hartford 2005 — 2009
Bachelor of Arts (B.A.), Advertising and Journalism
Nauset Regional High School 2001 — 2005
Falmouth Artist Guild July 2014 - Present
Woods Hole Public Library July 2012 - Present
Treetops Condominium Trust October 2010 - Present
Calmes Consulting Group 1987 - Present
Heritage Museums and Gardens June 2009 - June 2013
Cape Cod Five 1995 - 2007
Arthur D. Little 1986 - 1988
Boston Five Cents Savings Bank 1980 - 1986
Skills
Non-profits, Board Development, Fundraising, Strategic Planning, Budgeting, Management Consulting, Problem Solving, Budgets, Nonprofits, Program Development, Public Relations, Community Outreach, Volunteer Management, Event Planning, Event Management, Public Speaking, Social Media
Education
Boston University 1971 — 1973
Theology
The Catholic University of America 1967 — 1971
A.B., Religous Studies
Cape Cod Five November 1997 - Present
Skills
Small Business Lending, Commercial Lending, SBA 504, Credit Analysis, Loans, Loan Origination, New Business Development, Team Building, Community Banking, SBA, Budgets, Customer Service, Commercial Banking, Sales, Commercial Mortgages, Cash Flow Lending, Credit
Education
UMass Dartmouth 1984 — 1988
Bachelor of Science (BS), Finance, General
Sage Bank January 2015 - Present
Prospect Mortgage, LLC May 2012 - December 2014
Cape Cod Five November 2001 - May 2012
US Navy 1987 - 1994
Skills
Loan Origination, Loans, Credit, Consumer Lending, Mortgage Banking, Credit Analysis, Banking, Commercial Mortgages, Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Underwriting, Financial Analysis, Wealth Management, Strategic Financial..., Construction Loans, Real Estate, Asset Managment, Investment Properties, Relationship Management, Condos, Investments, Refinance, First Time Home Buyers, Buyer Representation, Short Sales, Asset Management, Residential Mortgages, Referrals, Real Estate Economics, Sellers, FHA, New Home Sales, Single Family Homes, REO, Real Estate Transactions, FHA financing, USDA, Reverse Mortgages, VA loans, FHA Financing, VA Loans
Education
Pepperdine University 1981 — 1984
Nauset Regional Schools August 2013 - Present
Independence House September 2010 - January 2012
Cape Cod Five December 2004 - April 2008
Skills
Fundraising
Education
Springfield College 1995 — 2000
B.S., Rehabilitation and Disability Services, Counseling and Casework, Psych Minor
Nauset Regional High School 1990 — 1995
Bridgewater State University
Special Education and Teaching
Cape Cod Five Cents Savings Bank September 2010 - Present
Cape Cod Five July 2007 - September 2012
Cape Cod Bank & Trust Co 1973 - 2007
Skills
Portfolio Management, Cash Management, Banking, Credit Analysis, Credit, Commercial Banking, Retail Banking, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Financial Analysis
Education
Cape Cod Community College
Cape Cod Five April 2007 - Present
Cape Cod Five Cents Savings Bank 2007 - Present
TD Banknorth Financial Group April 1994 - April 2007
TD Banknorth 2004 - 2007
CCBT Financial Companies 1997 - 2004
Education
Amherst College 1985 — 1989
Robert Paul Properties, Inc January 2009 - Present
Kinlin Grover GMAC Real Estate July 2004 - January 2009
Cape Cod Five 2000 - 2004
Education
Simmons College 1999 — 2003
Bachelors of the Arts, Marketing & Economics
Barnstable High School 1995 — 1999
Cape Cod Five May 2012 - Present
Bank of America March 1996 - September 2011
BankBoston 1997 - 2000
The Nantucket Beacon January 1995 - March 1996
Skills
Funding, Banking, Customer Service, Consumer Lending, Loan Origination, Credit, VA loans, Retail Banking, Loans, Credit Analysis, Credit Risk, Short Sales, Investment Properties, Strategic Planning, Mortgage Banking, Residential Homes, Risk Management, Mortgage Lending, Investments, Residential Mortgages, Refinance, Construction Loans, Vacation Homes
Education
New York University 1990 — 1993
MA, Journalism
BA SUNY Oswego 1984 — 1988
BA, Communications
Cape Cod Five 2005 - Present
Skills
Internal Audit, Risk Management, Banking, Process Improvement, Sarbanes-Oxley Act, Enterprise Risk..., Financial Reporting, Credit, Financial Analysis, GAAP
Education
University of Phoenix 2002 — 2003
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Crabtree CPA & Associates July 2014 - Present
Grant Thornton LLP August 2012 - June 2014
PricewaterhouseCoopers 2009 - September 2012
Crabtree CPA & Associates January 2000 - June 2009
Cape Cod Five June 2007 - January 2008
Skills
CPA, GAAP, Partnership Taxation, US Tax, Income Tax, GoSystems, International Tax, Tax Returns, Small Business, Payroll Taxes, Tax Advisory, State Tax
Education
Bentley University 2008 — 2009
Master's degree, Taxation
Bentley University 2004 — 2009
Bachelor of Science (BS), Accounting
Cape Cod Five November 2012 - Present
HarborOne Credit Union May 2003 - November 2012
Fidelity Investments September 2001 - July 2002
BankBoston 1990 - 2000
Skills
Loans, Banking, Compliance, Mortgage, Risk Management, Mortgage Lending, Credit Risk, Mortgage Banking, Real Estate, Commercial Lending, Sales, Credit Analysis, Credit, Mortgage Servicing
Education
Bryant University 2001 — 2001
Certificate, Web Design
Johnson & Wales University 1986 — 1989
B.S., Management/ Finance
Hartwick College 1985 — 1986
Management
TASIS England 1982 — 1985
College Prep
AIS 1981 — 1985
HS
Seamen's Bank November 2010 - Present
Cape Cod Five October 2005 - November 2010
Skills
Banking, Loans, Leadership Development, Management, Risk Management, Customer Service, Credit, Training, Leadership, Financial Analysis, Retail Banking, Consumer Lending, Microsoft Office
Education
New England College of Business and Finance 2010 — 2011
Master's degree, Compliance
Saint Joseph's University 1989 — 1993
B.S., Psychology
Cape Cod Five January 2013 - Present
Infinex Investments January 2012 - January 2013
Martha's Vineyard Financial Group July 2010 - January 2012
Bancnorth Investment Group January 2004 - October 2009
CCBT Brokerage Direct January 1998 - January 2004
CCBT Brokerage Direct January 1996 - January 1998
Skills
Investments, Financial Services, Wealth Management, Finance, Portfolio Management, Asset Management, Retirement Planning, Banking, Series 7, Customer Service, Financial Advisory, Equities, Asset Allocation, Strategic Planning, Credit Analysis, Credit, Financial Analysis, Wealth, Team Building, Investment Strategies, PowerPoint, Budgets, Series 24, Series 63, Series 27, Series 65, Life Accident and...
Education
New England College of Business and Finance 2012 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Cape Cod Community College 1992 — 1994
AA, Business Management
Cape Cod Five September 1993 - Present
Education
Western New England University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Cape Cod Five July 2015 - Present
Cape Cod Five Cents Savings Bank January 2012 - Present
Skills
Small Business Lending, Customer Service, Coaching, Credit, Team Building, Banking, Budgets, Leadership, Process Improvement, Vendor Management, Training, Consumer Lending, Team Leadership, Sales, Business Analysis, Employee Relations, Credit Analysis, Strategic Planning, Accounting, Program Management, Loans, New Business Development, Microsoft Word, Microsoft Excel, CRM, Employee Benefits, Project Management, Leadership Development, Risk Management, Management, Marketing Strategy, Fundraising, Talent Acquisition, Nonprofits, Microsoft Office, Real Estate, System Administration, Account Management, Online Marketing
Education
Bourne High School
Cape Cod Community College
Associate's degree, Computer and Information Sciences and Support Services
Mondelēz International July 2015 - Present
Mondelēz International January 2015 - Present
Mondelēz International October 2013 - December 2014
Mondelēz International August 2012 - October 2013
Rothstein Kass December 2010 - August 2012
Ernst & Young August 2008 - November 2010
Cape Cod Five June 2006 - August 2006
Plymouth Savings Bank June 2005 - August 2005
Skills
Accounting, Auditing, SEC filings, Banking, Budgets, Loans, Financial Reporting, GAAP, US GAAP, Internal Controls, CPA, Financial Accounting, Financial Analysis, Financial Statements, Private Equity, Sarbanes-Oxley Act
Education
Seton Hall University 2013 — 2015
Master of Business Administration (MBA), Management
Ithaca College 2004 — 2008
B.S., Accounting and Finance (Dual Degrees)
Union of Concerned Scientists August 2012 - June 2014
World Education August 2011 - August 2012
Ceres, Inc. January 2012 - May 2012
Massachusetts Department of Environmental Protection September 2011 - December 2011
University of Massachusetts Amherst August 2008 - June 2011
Environmental Defense Fund June 2010 - August 2010
Cape Cod Five January 2005 - August 2009
Skills
Non-profits, Administration, Microsoft Office, Research, Sustainability, Customer Service, Data Entry, Environmental Awareness, Leadership, Event Management
Education
University of Massachusetts, Amherst 2007 — 2011
B.S., Environmental Science
University of Massachusetts, Amherst 2007 — 2011
Certificate, Public Policy & Administration
Rockland Trust Company January 1999 - Present
BNI® 1999 - 2014
BNI® 1999 - 2014
BNI® 1999 - 2014
Mashpee Chamber of Commerce 2011 - 2013
Cape Cod Five May 1994 - January 1999
Skills
Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Finance, Refinance, Mortgage Banking, Financial Services, Consumer Lending, Commercial Mortgages, Retail Banking, Small Business Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Commercial Lending, Home Equity Loans, Cash Management, Loan Origination, Branch Banking
Education
Falmouth
Falmouth
New England College of Business and Finance
Business Administration, Management, General
Diamond Diagnostics February 2015 - August 2015
Altenex May 2014 - September 2014
Piramal Enterprises Limited November 2013 - May 2014
MetLife February 2013 - May 2013
Tufts Health Plan November 2012 - February 2013
Cape Cod Five June 2012 - September 2012
Hologic December 2011 - June 2012
Skills
Data Warehousing, ETL Processing, SAS/SQL, Bloomberg, Oracle, Python, Java, PowerPoint, Pivot Tables, Corporate Finance, SAS, Ad Hoc Reporting, Leveraged Finance, Excel, Factset, Survey Monkey, Forecasting, Finance, Microsoft Excel, Accounting, Analysis, SAS programming, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Science (M.Sc.), Information Technology
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master's degree, Master of Science in Finance
Community Connections, Inc December 2010 - Present
Cape Cod Five September 2008 - December 2010
Education
Cape Cod Community College
Liberal Arts
Nantucket Golf Club Inc December 2014 - Present
Cape Cod Five May 2012 - November 2014
Nantucket Bank, a division of Sovereign Bank June 2010 - May 2012
Nantucket Bank, a division of Sovereign Bank March 2007 - June 2010
Skills
Banking, Mortgage Lending, Loans, Credit, Mortgage Banking, Mortgage Servicing, Retail Banking, Consumer Lending, Loan Origination, Credit Risk, Credit Analysis, Risk Management, AML, Deposits, Operational Risk..., Wealth Management, Cash Management, Finance, Loan Servicing, Commercial Mortgages, Mortgage Underwriting, Strategic Financial..., Underwriting, Construction Loans, Cross Selling, Equities, Financial Risk, Funding, Home Equity Lines of..., Operational Risk, Commercial Banking, Investments, Small Business Lending, Asset Management, Financial Reporting, KYC, Financial Services, Financial Analysis, Home Equity Loans, Lines Of Credit, Customer Service, SBA, Refinance, Residential Mortgages, Commercial Lending, Credit Cards, Relationship Management, USDA, VA loans
Education
Veliko Tarnovo University 1993 — 1997
Applied Linguistics
Southern New Hampshire University
Bachelor of Science (BS), Business Administration
Cape Cod Five October 2001 - Present
Skills
Retail Banking, Banking, Credit
Education
UMass Boston
Stop & Shop March 2002 - July 2006
Compass Bank March 2003 - August 2003
Cape Cod Five June 1998 - May 2002
Skills
Cash Handling, Customer Service, Supervisory Skills, Microsoft Office, Typing, Sales Management, Banking, Telephone Skills, Computers
Education
Cape Cod Community College 2010 — 2015
Business, Management, Marketing, and Related Support Services
Ashford University 2011 — 2012
Bachelor's Degree, Business Information Systems
University of Phoenix 2010 — 2011
Computer Science
Lower Cape Cod Regional Technical School 1998 — 2002
High School Graduate, Business Tech.
Cobblestone Management Co. March 2013 - October 2013
Camden National Corporation December 2011 - March 2013
The First Bancorp February 2010 - December 2011
The First Bancorp September 2007 - February 2009
Cobblestone Management Co. 2006 - 2007
Seamen's Bank 2004 - 2006
Cape Cod Five 1993 - 2004
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Credit Risk, Banking, Underwriting, Portfolio Management, Financial Analysis, Small Business Lending
Education
Babson College 1983 — 1986
Bachelor of Science (BS), Finance, Marketing/Management
Cape Cod Five
Skills
Credit Analysis, Residential Homes, Strategic Planning, Risk Management, Loan Origination, Commercial Lending, Investment Properties, Portfolio Management, Property Management, Mortgage Lending, Credit, Customer Service, Microsoft Office, Loans, PowerPoint, Consumer Lending, Small Business Lending, Microsoft Excel, Commercial Banking, Financial Analysis, Banking, Credit Risk, Real Estate, Mortgage Banking, SBA
Education
University of Massachusetts Boston 1965 — 1969
Bachelor of Arts (B.A.), Economics