CCBT Financial Companies
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CCBT Financial Companies Employees
Employee
Years
Job
Industry
Priscilla Starr Priscilla Starr's CCBT Financial Companies Experience June 2000 - May 2004
Job SSD Applications Analyst II at Cape Cod Five
Industry Banking
Experience
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
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
Alison Benz Czuchra Alison Benz Czuchra's CCBT Financial Companies Experience August 2000 - November 2005
Job Vice President, Cape Cod Five Trust and Asset Management
Industry Banking
Experience
Cape Cod Five Trust and Asset Management February 2011 - Present
TD Bank November 2005 - February 2011
CCBT Financial Companies August 2000 - November 2005
Fleet Bank 1988 - 2000
Skills
Estate Administration, Trust Services, Estate Tax Planning, Wealth Management
Education
Trinity College-Hartford
B.A., Economics
Cape Cod Five Trust and Asset Management February 2011 - Present
TD Bank November 2005 - February 2011
CCBT Financial Companies August 2000 - November 2005
Fleet Bank 1988 - 2000
Skills
Estate Administration, Trust Services, Estate Tax Planning, Wealth Management
Education
Trinity College-Hartford
B.A., Economics
Nancy Hardaway Nancy Hardaway's CCBT Financial Companies Experience 1999 - 2004
Job Leadership Services
Industry Management Consulting
Experience
Listening 2 Leaders 2010 - Present
Gestalt International Study Center 2006 - 2010
CCBT Financial Companies 1999 - 2004
Skills
Executive Coaching, Leadership Development, Team Building, Strategic Planning, Organizational..., Emotional Intelligence, Executive Development, Coaching, Leadership, Staff Development, Nonprofits, Group Dynamics, Retreats, Community Outreach, Change Management, Personal Development, Board Development, Employee Engagement, Training, Organizational..., Culture Change, Public Speaking, Talent Management, Succession Planning, Management Development, 360 Feedback, Program Management, Workshop Facilitation, Performance Management, Organizational Design, Management Consulting, Career Development, Organizational Learning, MBTI
Education
Harvard University
MEd, Learning Theory
Tufts University
BA, Summa Cum Laude, Research and Experimental Psychology, Religion
Listening 2 Leaders 2010 - Present
Gestalt International Study Center 2006 - 2010
CCBT Financial Companies 1999 - 2004
Skills
Executive Coaching, Leadership Development, Team Building, Strategic Planning, Organizational..., Emotional Intelligence, Executive Development, Coaching, Leadership, Staff Development, Nonprofits, Group Dynamics, Retreats, Community Outreach, Change Management, Personal Development, Board Development, Employee Engagement, Training, Organizational..., Culture Change, Public Speaking, Talent Management, Succession Planning, Management Development, 360 Feedback, Program Management, Workshop Facilitation, Performance Management, Organizational Design, Management Consulting, Career Development, Organizational Learning, MBTI
Education
Harvard University
MEd, Learning Theory
Tufts University
BA, Summa Cum Laude, Research and Experimental Psychology, Religion
Janet Chadie Janet Chadie's CCBT Financial Companies Experience March 2001 - June 2004
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2007 - Present
CCBT Financial Companies March 2001 - June 2004
Skills
Uniform Combined State..., Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investments, Insurance, Investment Advisory, Financial Advisory, College Savings Plans, Retirement, Series 65, Investment Strategies, Securities, Equities, Fixed Annuities, 401k Rollovers, 401k, Variable Annuities, Asset Management, Series 63, Alternative Investments, Investment Management, Wealth, Fixed Income, Estate Planning, Financial Planners, Series 6, Bonds, Series 24, FINRA, Financial Services, Certified Financial..., IRAs, ETFs, Long Term Care Insurance, Personal Financial..., Risk Management, Wealth Management..., Roth IRA, Bloomberg, Strategic Financial..., Separately Managed..., Portfolio Management, Trust Services, Wealth Accumulation
Education
Suffolk University - Sawyer Business School 1974 — 1978
MBA, Finance
Janney Montgomery Scott September 2007 - Present
CCBT Financial Companies March 2001 - June 2004
Skills
Uniform Combined State..., Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investments, Insurance, Investment Advisory, Financial Advisory, College Savings Plans, Retirement, Series 65, Investment Strategies, Securities, Equities, Fixed Annuities, 401k Rollovers, 401k, Variable Annuities, Asset Management, Series 63, Alternative Investments, Investment Management, Wealth, Fixed Income, Estate Planning, Financial Planners, Series 6, Bonds, Series 24, FINRA, Financial Services, Certified Financial..., IRAs, ETFs, Long Term Care Insurance, Personal Financial..., Risk Management, Wealth Management..., Roth IRA, Bloomberg, Strategic Financial..., Separately Managed..., Portfolio Management, Trust Services, Wealth Accumulation
Education
Suffolk University - Sawyer Business School 1974 — 1978
MBA, Finance
Howard Nilsen Howard Nilsen's CCBT Financial Companies Experience May 2000 - December 2004
Job SR VP of Finance at Biodico
Industry Oil & Energy
Experience
BIODICO November 2014 - Present
Elevated Energy June 2009 - Present
Alares LLC September 2013 - November 2014
E&E Entrprises Global, Inc June 2010 - June 2013
Nexsun June 2008 - June 2009
Delta-T Corporation June 2004 - May 2008
CCBT Financial Companies May 2000 - December 2004
Nilsen Consulting August 1993 - May 2000
Skills
Budgets, Forecasting, Financial Reporting, Accounting, Strategic Financial..., Accounts Payable, Auditing, Accounts Receivable, Mergers, Business Planning, Cash Management, Financial Audits, Alternative Energy, Audit Committee, Process Improvement, Team Building, Mergers & Acquisitions, Operations Management, Finance, Strategy, Management, Negotiation, Risk Management, Analysis, Start-ups, Microsoft Excel, Leadership, Financial Modeling
Education
Western New England University 1978 — 1983
Masters, Accounting
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
BIODICO November 2014 - Present
Elevated Energy June 2009 - Present
Alares LLC September 2013 - November 2014
E&E Entrprises Global, Inc June 2010 - June 2013
Nexsun June 2008 - June 2009
Delta-T Corporation June 2004 - May 2008
CCBT Financial Companies May 2000 - December 2004
Nilsen Consulting August 1993 - May 2000
Skills
Budgets, Forecasting, Financial Reporting, Accounting, Strategic Financial..., Accounts Payable, Auditing, Accounts Receivable, Mergers, Business Planning, Cash Management, Financial Audits, Alternative Energy, Audit Committee, Process Improvement, Team Building, Mergers & Acquisitions, Operations Management, Finance, Strategy, Management, Negotiation, Risk Management, Analysis, Start-ups, Microsoft Excel, Leadership, Financial Modeling
Education
Western New England University 1978 — 1983
Masters, Accounting
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Anne Traer's CCBT Financial Companies Experience March 2000 - August 2005
Job Senior Technology Leader | Program Management | Customer & Partner Relationships
Industry Computer Software
Experience
PayPal June 2012 - April 2015
Oracle February 2012 - May 2012
Endeca April 2011 - February 2012
Endeca April 2009 - April 2011
Endeca Technologies December 2007 - April 2009
Endeca May 2007 - January 2008
Endeca February 2005 - May 2007
CCBT Financial Companies March 2000 - August 2005
Indepent Consultant November 1990 - March 2000
Skills
Software Implementation, Enterprise Software, Enterprise Search, Program Management, Product Management, Software Development, Pre-sales, Professional Services, SaaS, CRM, IT Management, Leadership, Agile Methodologies, Business Intelligence, Integration, Software Project..., Sales, Requirements Analysis, Start-ups, Consulting, Management, Cloud Computing, Big Data, E-commerce, Analytics, Mobile Devices, Enterprise Architecture, Agile Project Management, Business Alliances, Solution Architecture, Mobile Applications, Team Leadership, Strategic Partnerships
Education
Connecticut College 1987 — 1990
BA, History
PayPal June 2012 - April 2015
Oracle February 2012 - May 2012
Endeca April 2011 - February 2012
Endeca April 2009 - April 2011
Endeca Technologies December 2007 - April 2009
Endeca May 2007 - January 2008
Endeca February 2005 - May 2007
CCBT Financial Companies March 2000 - August 2005
Indepent Consultant November 1990 - March 2000
Skills
Software Implementation, Enterprise Software, Enterprise Search, Program Management, Product Management, Software Development, Pre-sales, Professional Services, SaaS, CRM, IT Management, Leadership, Agile Methodologies, Business Intelligence, Integration, Software Project..., Sales, Requirements Analysis, Start-ups, Consulting, Management, Cloud Computing, Big Data, E-commerce, Analytics, Mobile Devices, Enterprise Architecture, Agile Project Management, Business Alliances, Solution Architecture, Mobile Applications, Team Leadership, Strategic Partnerships
Education
Connecticut College 1987 — 1990
BA, History
Robert Boon Robert Boon's CCBT Financial Companies Experience April 1985 - May 2004
Job Senior Vice President at Mascoma Savings Bank
Industry Investment Management
Experience
Mascoma Wealth Management LLC - Mascoma Savings Bank June 2012 - Present
Ledyard Financial Advisors August 2007 - January 2012
TD Bank May 2004 - August 2007
CCBT Financial Companies April 1985 - May 2004
State Street Bank June 1979 - April 1985
Skills
Portfolio Management, Wealth Management, Investments, Equities, Asset Managment, Fixed Income, Asset Allocation, Capital Markets, Alternative Investments, Banking, Investment Strategies, Mutual Funds, Bonds, Series 7, Asset Management, Private Banking, Financial Advisory, Wealth Management..., Financial Services, Trading, FINRA, High Net Worth..., Wealth, Loans, ETFs, Investment Management, Commercial Lending, Series 63, Investment Advisory, Commercial Banking
Education
Bowdoin College 1973 — 1977
BA
Tabor Academy 1969 — 1973
Mascoma Wealth Management LLC - Mascoma Savings Bank June 2012 - Present
Ledyard Financial Advisors August 2007 - January 2012
TD Bank May 2004 - August 2007
CCBT Financial Companies April 1985 - May 2004
State Street Bank June 1979 - April 1985
Skills
Portfolio Management, Wealth Management, Investments, Equities, Asset Managment, Fixed Income, Asset Allocation, Capital Markets, Alternative Investments, Banking, Investment Strategies, Mutual Funds, Bonds, Series 7, Asset Management, Private Banking, Financial Advisory, Wealth Management..., Financial Services, Trading, FINRA, High Net Worth..., Wealth, Loans, ETFs, Investment Management, Commercial Lending, Series 63, Investment Advisory, Commercial Banking
Education
Bowdoin College 1973 — 1977
BA
Tabor Academy 1969 — 1973
Melissa Farrell Melissa Farrell's CCBT Financial Companies Experience September 1995 - June 2004
Job Regional Manager at Complete Payroll Solutions
Industry Financial Services
Experience
Complete Payroll Solutions January 2012 - Present
The Community Bank March 2006 - April 2011
NARI 2008 - December 2010
Dennis Chamber of Commerce 2004 - 2006
Merrill Lynch June 2004 - September 2005
CCBT Financial Companies September 1995 - June 2004
Skills
Portfolio Management, Employee Benefits, Wealth Management, Payroll, Banking, Commercial Lending, Retirement Planning, Investments, Insurance, Loans, Analysis, Mortgage Lending, Sales, Small Business, Finance, Small Business Lending, Financial Services, Strategic Planning, Strategic Financial..., Training, Retail Banking, Financial Advisory, Credit, Leadership, Management, Time Management, Commercial Banking, 401k, Credit Analysis, Estate Planning, Commercial Mortgages, Retirement, Mutual Funds, Series 7, Relationship Management, Financial Analysis, Investment Advisory, Consumer Lending, Cross Selling, Underwriting, Financial Planning
Education
Becker College 1985 — 1987
College for Financial Planning
Financial Services
D-Y
Complete Payroll Solutions January 2012 - Present
The Community Bank March 2006 - April 2011
NARI 2008 - December 2010
Dennis Chamber of Commerce 2004 - 2006
Merrill Lynch June 2004 - September 2005
CCBT Financial Companies September 1995 - June 2004
Skills
Portfolio Management, Employee Benefits, Wealth Management, Payroll, Banking, Commercial Lending, Retirement Planning, Investments, Insurance, Loans, Analysis, Mortgage Lending, Sales, Small Business, Finance, Small Business Lending, Financial Services, Strategic Planning, Strategic Financial..., Training, Retail Banking, Financial Advisory, Credit, Leadership, Management, Time Management, Commercial Banking, 401k, Credit Analysis, Estate Planning, Commercial Mortgages, Retirement, Mutual Funds, Series 7, Relationship Management, Financial Analysis, Investment Advisory, Consumer Lending, Cross Selling, Underwriting, Financial Planning
Education
Becker College 1985 — 1987
College for Financial Planning
Financial Services
D-Y
Peter Q Smith's CCBT Financial Companies Experience 1992 - 2004
Job Vice President at Cooperative Bank of Cape Cod
Industry Banking
Experience
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
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
Bert Talerman's CCBT Financial Companies Experience 1997 - 2004
Job Cape Cod Five Cents Savings Bank
Industry Banking
Experience
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
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
Jennifer Macallister's CCBT Financial Companies Experience 2001 - 2005
Job HR Consultant
Industry Human Resources
Experience
Zeeks Pizza March 2012 - Present
FTI Consulting October 2007 - August 2010
Attenex October 2007 - July 2008
The Polyclinic January 2006 - October 2007
TD Banknorth July 2001 - August 2005
CCBT Financial Companies 2001 - 2005
Skills
Human Resources, Employee Relations, Performance Management, Employee Benefits, Benefits Administration, Recruiting, Training and Development, Leadership
Education
University of Massachusetts, Amherst 1987 — 1992
BA, English
University of Calfornia, Berkeley 1988 — 1989
English Language and Literature, General
Zeeks Pizza March 2012 - Present
FTI Consulting October 2007 - August 2010
Attenex October 2007 - July 2008
The Polyclinic January 2006 - October 2007
TD Banknorth July 2001 - August 2005
CCBT Financial Companies 2001 - 2005
Skills
Human Resources, Employee Relations, Performance Management, Employee Benefits, Benefits Administration, Recruiting, Training and Development, Leadership
Education
University of Massachusetts, Amherst 1987 — 1992
BA, English
University of Calfornia, Berkeley 1988 — 1989
English Language and Literature, General
Lee Ann Hesse's CCBT Financial Companies Experience 1993 - 1996
Job Vice President, Director of Human Resources at The Cooperative Bank of Cape Cod
Industry Human Resources
Experience
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
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