Citizens Financial Group, Inc.
Industry: Bank
DescriptionCitizens Financial Group, Inc. is an American bank headquartered in Providence, Rhode Island, which operates in the states of Connecticut, Delaware, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont. Headquarters: Providence, Rhode Island, United States CEO: Bruce Van Saun Revenue: 5.256 billion USD (2016) Number of employees: 17,594 (2017) Parent organization: Citizens Financial Group Inc Subsidiaries: Citizens Securities, Inc,
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Citizens Financial Group, Inc. Employees
Employee
Years
Job
Industry
Rick Hardison Rick Hardison's Citizens Financial Group, Inc. Experience March 2015 - Present
Job Senior Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. March 2015 - Present
Fifth Third Bank November 2008 - March 2015
Bank of America July 2007 - August 2008
Bank of America February 2000 - July 2007
Bank of America October 1998 - February 2000
SunTrust Bank May 1997 - October 1998
Skills
Syndications, Investment Banking, Commercial Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Analysis, Risk Management, Financial Structuring, Commercial Lending, Portfolio Management, Credit Analysis
Education
Auburn University 1994 — 1996
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business
Citizens Financial Group, Inc. March 2015 - Present
Fifth Third Bank November 2008 - March 2015
Bank of America July 2007 - August 2008
Bank of America February 2000 - July 2007
Bank of America October 1998 - February 2000
SunTrust Bank May 1997 - October 1998
Skills
Syndications, Investment Banking, Commercial Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Analysis, Risk Management, Financial Structuring, Commercial Lending, Portfolio Management, Credit Analysis
Education
Auburn University 1994 — 1996
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business
Renee DiNovella Renee DiNovella's Citizens Financial Group, Inc. Experience June 2009 - Present
Job SVP at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2009 - Present
RBS Global Transaction Services October 2008 - Present
Sovereign Bank 2004 - 2008
Citi 1989 - 2003
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Payments, Financial Services, Risk Management, Relationship Management, Credit Cards, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA, Finance, International Business
Gordon College 1985 — 1989
BA, Business, Economics
Citizens Financial Group, Inc. June 2009 - Present
RBS Global Transaction Services October 2008 - Present
Sovereign Bank 2004 - 2008
Citi 1989 - 2003
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Payments, Financial Services, Risk Management, Relationship Management, Credit Cards, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA, Finance, International Business
Gordon College 1985 — 1989
BA, Business, Economics
Gregory Murphy Gregory Murphy's Citizens Financial Group, Inc. Experience 2015 - Present
Job IT Service Management Best Practices Consultant
Industry Information Technology and Services
Experience
Wildewood Consulting LLC 2013 - Present
Citizens Financial Group, Inc. 2015 - Present
Citizens Financial Group, Inc. 2014 - 2015
State Street Corporation 2013 - 2014
Brown Brothers Harriman 2011 - 2013
Acadian Asset Management 2007 - 2011
Investors Bank & Trust (since acquired by State Street) 2006 - 2007
Northeastern University 2003 - 2005
SunGard Securities Processing 2001 - 2003
SunGard Securities Processing 1999 - 2001
Skills
ITIL, IT Service Management, Project Management, Disaster Recovery, IT Strategy, Process Improvement, IT Operations, Service Delivery, Incident Management, Problem Management, Service Operation, Service Transition, Change Management, Governance, Vendor Management, IT Management, Data Center, Management, Business Analysis, Information Technology, Business Continuity, SDLC, SaaS, Cloud Computing, Strategy, Release Management, Contract Negotiation, PMP, Information Security..., Networking, Consulting, Production Support, Technical Support, Program Management, PMO, Enterprise Software, Servers, Databases, Budgets, Enterprise Architecture, Project Portfolio..., Asset Managment, Requirements Analysis, Service Desk, Process Management, Process Consulting, Continual Service...
Education
Northeastern University
MBA, Business Administration
Bentley University
BS, Computer Information Systems
Wildewood Consulting LLC 2013 - Present
Citizens Financial Group, Inc. 2015 - Present
Citizens Financial Group, Inc. 2014 - 2015
State Street Corporation 2013 - 2014
Brown Brothers Harriman 2011 - 2013
Acadian Asset Management 2007 - 2011
Investors Bank & Trust (since acquired by State Street) 2006 - 2007
Northeastern University 2003 - 2005
SunGard Securities Processing 2001 - 2003
SunGard Securities Processing 1999 - 2001
Skills
ITIL, IT Service Management, Project Management, Disaster Recovery, IT Strategy, Process Improvement, IT Operations, Service Delivery, Incident Management, Problem Management, Service Operation, Service Transition, Change Management, Governance, Vendor Management, IT Management, Data Center, Management, Business Analysis, Information Technology, Business Continuity, SDLC, SaaS, Cloud Computing, Strategy, Release Management, Contract Negotiation, PMP, Information Security..., Networking, Consulting, Production Support, Technical Support, Program Management, PMO, Enterprise Software, Servers, Databases, Budgets, Enterprise Architecture, Project Portfolio..., Asset Managment, Requirements Analysis, Service Desk, Process Management, Process Consulting, Continual Service...
Education
Northeastern University
MBA, Business Administration
Bentley University
BS, Computer Information Systems
Richard Daingerfield Richard Daingerfield's Citizens Financial Group, Inc. Experience 2010 - 2014
Job Board of Directors | Financial Services General Counsel | Law School Instructor | Governance & Compliance | Banking
Industry Banking
Experience
Peapack-Gladstone Bank 2014 - Present
Boston University School of Law 2014 - Present
Citizens Financial Group, Inc. 2010 - 2014
Royal Bank of Scotland 2000 - 2010
NatWest Group Holding Corporation 1996 - 2000
National Westminster Bancorp, Inc. 1993 - 1996
National Westminster Bank NJ 1990 - 1993
National Westminster Bank USA 1986 - 1990
Wilentz, Goldman & Spitzer, P.A. 1980 - 1986
Skills
Board of Directors, Corporate Governance, Corporate Law, Securities, Securities Regulation, Banking, Banking Law, AML, Financial Institutions, Litigation, Credit, Capital Markets, Mergers & Acquisitions, Securitization, Private Equity, Due Diligence, Financial Transactions, Regulations, Privacy Law, Risk Management, Restructuring, Legal Compliance, Regulatory Risk, Workout, Financial Services, Financial Risk, Anti Money Laundering
Education
University of Pennsylvania Law School 1977 — 1980
JD Juris Doctorate, Law
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Business Administration Highest Honors GPA 4.0
Boston University School of Law
Boston University School of Law
Peapack-Gladstone Bank 2014 - Present
Boston University School of Law 2014 - Present
Citizens Financial Group, Inc. 2010 - 2014
Royal Bank of Scotland 2000 - 2010
NatWest Group Holding Corporation 1996 - 2000
National Westminster Bancorp, Inc. 1993 - 1996
National Westminster Bank NJ 1990 - 1993
National Westminster Bank USA 1986 - 1990
Wilentz, Goldman & Spitzer, P.A. 1980 - 1986
Skills
Board of Directors, Corporate Governance, Corporate Law, Securities, Securities Regulation, Banking, Banking Law, AML, Financial Institutions, Litigation, Credit, Capital Markets, Mergers & Acquisitions, Securitization, Private Equity, Due Diligence, Financial Transactions, Regulations, Privacy Law, Risk Management, Restructuring, Legal Compliance, Regulatory Risk, Workout, Financial Services, Financial Risk, Anti Money Laundering
Education
University of Pennsylvania Law School 1977 — 1980
JD Juris Doctorate, Law
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Business Administration Highest Honors GPA 4.0
Boston University School of Law
Boston University School of Law
Michael Makary's Citizens Financial Group, Inc. Experience February 2015 - Present
Job VP, Group Leader at Citizens Investment Services and MBA'16 Candidate at Babson College F.W. Olin School of Business
Industry Financial Services
Experience
Citizens Financial Group, Inc. February 2015 - Present
Merrill Edge August 2013 - February 2015
Merrill Edge October 2012 - August 2013
Merrill Edge April 2010 - October 2012
Merrill Edge July 2007 - March 2010
Banc of America Investment Services - A Bank of America subsidiary February 2006 - July 2007
Skills
Program Development, Equities, Business Analysis, Mutual Funds, Financial Analysis, Wealth Management, Business Strategy, Management, Securities, Investments, Business Process..., Retirement, Leadership, Series 7, Series 63, Series 24, Options, Financial Services, Trading, FINRA, Risk Management, Customer Service, Series 4, Series 9, Series 10
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA) - Candidate
Johnson and Wales University 2003 — 2007
B.S., Financial Services Management; Concentrations in Economics, Investments and Operations
Citizens Financial Group, Inc. February 2015 - Present
Merrill Edge August 2013 - February 2015
Merrill Edge October 2012 - August 2013
Merrill Edge April 2010 - October 2012
Merrill Edge July 2007 - March 2010
Banc of America Investment Services - A Bank of America subsidiary February 2006 - July 2007
Skills
Program Development, Equities, Business Analysis, Mutual Funds, Financial Analysis, Wealth Management, Business Strategy, Management, Securities, Investments, Business Process..., Retirement, Leadership, Series 7, Series 63, Series 24, Options, Financial Services, Trading, FINRA, Risk Management, Customer Service, Series 4, Series 9, Series 10
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA) - Candidate
Johnson and Wales University 2003 — 2007
B.S., Financial Services Management; Concentrations in Economics, Investments and Operations
Kenneth Urwiller II Kenneth Urwiller II's Citizens Financial Group, Inc. Experience January 2008 - March 2015
Job Former Head of Litigation, Citizens Financial Group, Inc.
Industry Law Practice
Experience
Citizens Financial Group, Inc. January 2008 - March 2015
Charter One Bank May 1995 - September 2007
First Federal of Michigan, FSB September 1988 - May 1995
Skills
Litigation Management, Federal Court Litigation, State Court Litigation, Senior Executive..., Strategic Leadership, Consumer Litigation, Consumer Class Actions, Commercial Litigation, Banking Law, Corporate Law, Dispute Resolution, Banking, Financial Services, Financial Risk, Risk Management, M&A experience, Due Diligence, Post-Acquisition..., AML, Loans, Fraud, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Banking Regulation
Education
Valparaiso University School of Law 1981 — 1984
J.D., Law
Alma College 1977 — 1981
BA, Political Science
Citizens Financial Group, Inc. January 2008 - March 2015
Charter One Bank May 1995 - September 2007
First Federal of Michigan, FSB September 1988 - May 1995
Skills
Litigation Management, Federal Court Litigation, State Court Litigation, Senior Executive..., Strategic Leadership, Consumer Litigation, Consumer Class Actions, Commercial Litigation, Banking Law, Corporate Law, Dispute Resolution, Banking, Financial Services, Financial Risk, Risk Management, M&A experience, Due Diligence, Post-Acquisition..., AML, Loans, Fraud, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Banking Regulation
Education
Valparaiso University School of Law 1981 — 1984
J.D., Law
Alma College 1977 — 1981
BA, Political Science
Gabriele Germana's Citizens Financial Group, Inc. Experience 2013 - Present
Job Branch Manager
Industry Banking
Experience
Citizens Financial Group, Inc. 2013 - Present
Bank of America / Merrill Lynch 2010 - 2012
Bank of America 2003 - 2008
Skills
Management, Leadership, Portfolio Management, Recruiting, Mortgage Lending, Sales, Credit, Finance, Loans, Banking, Financial Analysis, Risk Management, Credit Analysis, Financial Services, Investments, Relationship Management
Education
The University of Connecticut School of Business 1997 — 2001
BS, Business Management
Boston University
MS
Citizens Financial Group, Inc. 2013 - Present
Bank of America / Merrill Lynch 2010 - 2012
Bank of America 2003 - 2008
Skills
Management, Leadership, Portfolio Management, Recruiting, Mortgage Lending, Sales, Credit, Finance, Loans, Banking, Financial Analysis, Risk Management, Credit Analysis, Financial Services, Investments, Relationship Management
Education
The University of Connecticut School of Business 1997 — 2001
BS, Business Management
Boston University
MS
Carolyn Jarvis Carolyn Jarvis's Citizens Financial Group, Inc. Experience March 2015 - Present
Job Vice President, Franchise Finance PM at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. March 2015 - Present
GE September 2002 - March 2015
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Credit Risk, Portfolio Management, Risk Management
Education
Arizona State University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Citizens Financial Group, Inc. March 2015 - Present
GE September 2002 - March 2015
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Credit Risk, Portfolio Management, Risk Management
Education
Arizona State University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Brett Oppel Brett Oppel's Citizens Financial Group, Inc. Experience January 2015 - June 2015
Job Bank Examiner at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston June 2015 - Present
Citizens Financial Group, Inc. January 2015 - June 2015
Federal Reserve Bank of Boston June 2013 - January 2015
Darling Consulting Group January 2012 - May 2013
Skills
Microsoft Office, Relationship Management, Research, Financial Modeling
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Finance, International Business Environment
University of Westminster 2010 — 2010
Study Abroad Program
Federal Reserve Bank of Boston June 2015 - Present
Citizens Financial Group, Inc. January 2015 - June 2015
Federal Reserve Bank of Boston June 2013 - January 2015
Darling Consulting Group January 2012 - May 2013
Skills
Microsoft Office, Relationship Management, Research, Financial Modeling
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Finance, International Business Environment
University of Westminster 2010 — 2010
Study Abroad Program
David Wallace David Wallace's Citizens Financial Group, Inc. Experience November 2014 - Present
Job Licensed Banker at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
Sounds of Pittsburgh Chorus February 2011 - Present
RBS Citizens Group July 2013 - November 2014
The Forkin/Shamblen Mortgage Team May 2010 - June 2013
Home Savings of America May 2010 - February 2012
BHS/SAI 1981 - 2011
Statewide Home Mortgage 2007 - 2008
Randall Mortgage 2000 - 2007
Randall Mortgage Services, Inc. 2000 - 2006
Skills
Mortgage Lending, FHA, Team Building, Public Speaking, Sales Management, Customer Service, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Fundraising, Microsoft Office, Microsoft Word, Social Media, Mortgage Banking, Insurance, USDA, Loans, Refinance, Loan Origination, Reverse Mortgages, Investment Properties, Residential Homes, Selling, Sales
Education
Bowling Green State University 1974 — 1979
Music Composition and Choral Conducting
Citizens Financial Group, Inc. November 2014 - Present
Sounds of Pittsburgh Chorus February 2011 - Present
RBS Citizens Group July 2013 - November 2014
The Forkin/Shamblen Mortgage Team May 2010 - June 2013
Home Savings of America May 2010 - February 2012
BHS/SAI 1981 - 2011
Statewide Home Mortgage 2007 - 2008
Randall Mortgage 2000 - 2007
Randall Mortgage Services, Inc. 2000 - 2006
Skills
Mortgage Lending, FHA, Team Building, Public Speaking, Sales Management, Customer Service, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Fundraising, Microsoft Office, Microsoft Word, Social Media, Mortgage Banking, Insurance, USDA, Loans, Refinance, Loan Origination, Reverse Mortgages, Investment Properties, Residential Homes, Selling, Sales
Education
Bowling Green State University 1974 — 1979
Music Composition and Choral Conducting
Arati Chavan Arati Chavan's Citizens Financial Group, Inc. Experience April 2015 - Present
Job Vice President, Security Services Architect at Citizens Financial Group, Inc.
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. April 2015 - Present
Tata Consultancy Services April 2009 - February 2015
Tata Consultancy Services January 2007 - April 2009
Tata Consultancy Services July 2005 - December 2006
Skills
Identity and Access..., SSO, IAM, Siteminder, Requirements Analysis, Leadership, Build Strong..., Information Security, Solution Architecture, SDLC, Software Project..., Unix, ITIL, Analytical Skills, Problem Solving, Project Planning, PL/SQL, Business Analysis, Requirements Gathering, PMP, Web Services, Testing, Project Management, Integration
Education
Shivaji University 2000 — 2004
Bachelor of Engg. ( Information Technology), Information Technology
Vivekananda College
Vivekananda College
Citizens Financial Group, Inc. April 2015 - Present
Tata Consultancy Services April 2009 - February 2015
Tata Consultancy Services January 2007 - April 2009
Tata Consultancy Services July 2005 - December 2006
Skills
Identity and Access..., SSO, IAM, Siteminder, Requirements Analysis, Leadership, Build Strong..., Information Security, Solution Architecture, SDLC, Software Project..., Unix, ITIL, Analytical Skills, Problem Solving, Project Planning, PL/SQL, Business Analysis, Requirements Gathering, PMP, Web Services, Testing, Project Management, Integration
Education
Shivaji University 2000 — 2004
Bachelor of Engg. ( Information Technology), Information Technology
Vivekananda College
Vivekananda College
Haley Boyce Haley Boyce's Citizens Financial Group, Inc. Experience September 2015 - Present
Job Commercial Banking Credit Analyst
Industry Banking
Experience
Citizens Financial Group, Inc. September 2015 - Present
Citizens Financial Group, Inc. June 2015 - Present
Boston College Infant and Child Cognition Laboratory October 2012 - May 2015
RBS Citizens June 2014 - December 2014
Education
Boston College 2012 — 2015
Bachelor's Degree, Psychology, Hispanic Studies
Gettysburg College 2011 — 2012
Bachelor's Degree, Psychology, Spanish
Citizens Financial Group, Inc. September 2015 - Present
Citizens Financial Group, Inc. June 2015 - Present
Boston College Infant and Child Cognition Laboratory October 2012 - May 2015
RBS Citizens June 2014 - December 2014
Education
Boston College 2012 — 2015
Bachelor's Degree, Psychology, Hispanic Studies
Gettysburg College 2011 — 2012
Bachelor's Degree, Psychology, Spanish
Calli Lawson Calli Lawson's Citizens Financial Group, Inc. Experience September 2014 - Present
Job Compliance Assurance Officer at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. September 2014 - Present
Royal Bank of Scotland March 2013 - March 2014
Carolina Alliance Bank May 2012 - March 2013
The Laurel of Asheville May 2011 - August 2011
Skills
Banking, Business Analysis, Investment Banking, Risk Management, Change Management, Financial Risk, Financial Services, Derivatives, Credit Risk, Relationship Management
Education
St. Mary’s University College, Twickerham 2013 — 2014
Master of Business Administration (MBA), International Business
Anderson University (SC) 2008 — 2012
Bachelor of Arts (BA), English, Public Relations
Citizens Financial Group, Inc. September 2014 - Present
Royal Bank of Scotland March 2013 - March 2014
Carolina Alliance Bank May 2012 - March 2013
The Laurel of Asheville May 2011 - August 2011
Skills
Banking, Business Analysis, Investment Banking, Risk Management, Change Management, Financial Risk, Financial Services, Derivatives, Credit Risk, Relationship Management
Education
St. Mary’s University College, Twickerham 2013 — 2014
Master of Business Administration (MBA), International Business
Anderson University (SC) 2008 — 2012
Bachelor of Arts (BA), English, Public Relations
Alexandra Pullano Alexandra Pullano's Citizens Financial Group, Inc. Experience June 2014 - Present
Job Credit Analyst Citizens Asset Finance
Industry Banking
Experience
Citizens Financial Group, Inc. June 2014 - Present
Citizens Financial Group, Inc. June 2013 - June 2014
Citizens Financial Group, Inc. June 2012 - August 2012
Citizens Financial Group, Inc. July 2011 - November 2011
Skills
Microsoft Office, Conversational Spanish, PC/Mac
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Study Abroad
Coventry High School 2005 — 2009
Citizens Financial Group, Inc. June 2014 - Present
Citizens Financial Group, Inc. June 2013 - June 2014
Citizens Financial Group, Inc. June 2012 - August 2012
Citizens Financial Group, Inc. July 2011 - November 2011
Skills
Microsoft Office, Conversational Spanish, PC/Mac
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Study Abroad
Coventry High School 2005 — 2009
Marc Guerin, JD, MBA, LEED-AP, MRICS Marc Guerin, JD, MBA, LEED-AP, MRICS's Citizens Financial Group, Inc. Experience 2007 - Present
Job SVP Director of Real Estate Risk Services
Industry Banking
Experience
Citizens Financial Group, Inc. 2007 - Present
Citizens Financial Group, Inc. 2005 - 2012
Citizens Financial Group, Inc. 2005 - 2007
Citizens Financial Group, Inc. 1997 - 2007
Skills
Due Diligence, Risk Management, Banking, Compliance, Loans, Portfolio Management, Analysis, Financial Risk, Real Estate, Customer Service, Environmental Awareness, Credit, Financial Analysis, Strategy, Management, Commercial Lending, Negotiation, Mergers & Acquisitions, Asset Management, Investments, Commercial Banking, Credit Analysis, Credit Risk, Finance, Real Estate Economics, Mortgage Lending, Small Business Lending, Valuation, Loan Origination, Asset Based Lending, Commercial Real Estate, Financial Structuring, Real Estate Financing, Consumer Lending
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA); Concentration in Global Management
Northeastern University School of Law
Juris Doctor (J.D.)
Babson College Executive Education
Advanced Leadership Development Program
University of Rhode Island
BA, Political Science; Minor in Business Management
Citizens Financial Group, Inc. 2007 - Present
Citizens Financial Group, Inc. 2005 - 2012
Citizens Financial Group, Inc. 2005 - 2007
Citizens Financial Group, Inc. 1997 - 2007
Skills
Due Diligence, Risk Management, Banking, Compliance, Loans, Portfolio Management, Analysis, Financial Risk, Real Estate, Customer Service, Environmental Awareness, Credit, Financial Analysis, Strategy, Management, Commercial Lending, Negotiation, Mergers & Acquisitions, Asset Management, Investments, Commercial Banking, Credit Analysis, Credit Risk, Finance, Real Estate Economics, Mortgage Lending, Small Business Lending, Valuation, Loan Origination, Asset Based Lending, Commercial Real Estate, Financial Structuring, Real Estate Financing, Consumer Lending
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA); Concentration in Global Management
Northeastern University School of Law
Juris Doctor (J.D.)
Babson College Executive Education
Advanced Leadership Development Program
University of Rhode Island
BA, Political Science; Minor in Business Management
Liz Workman's Citizens Financial Group, Inc. Experience June 1985 - December 1987
Job Seasoned executive | leadership | relationship acumen | creative problem solver | value teamwork and empowering others
Industry Nonprofit Organization Management
Experience
Girl Scouts of Kansas Heartland July 2013 - Present
Greater Manhattan Community Foundation May 2010 - January 2013
Self-Employed November 2004 - March 2010
Cohane Rafferty Securities, Inc. September 1988 - April 1999
Citibank January 1988 - August 1988
Citizens Financial Group, Inc. June 1985 - December 1987
Skills
Leadership, Relationship-building..., Communication, Budget Forecasts, Financial Projection, Investment Valuation, Cost Projections, Database Administration, Microsoft Office, Grant Writing, Spanish, Non-profits, Analysis, Microsoft Excel, Budgets, Management, Project Planning, Project Management, Financial Modeling, Fundraising, Financial Analysis, Mergers & Acquisitions, Nonprofits, Volunteer Management, Grants, Public Speaking, Public Relations, Strategic Planning
Education
Boston University
Master of Business Administration (MBA), Accounting and Finance
Wichita State University
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Girl Scouts of Kansas Heartland July 2013 - Present
Greater Manhattan Community Foundation May 2010 - January 2013
Self-Employed November 2004 - March 2010
Cohane Rafferty Securities, Inc. September 1988 - April 1999
Citibank January 1988 - August 1988
Citizens Financial Group, Inc. June 1985 - December 1987
Skills
Leadership, Relationship-building..., Communication, Budget Forecasts, Financial Projection, Investment Valuation, Cost Projections, Database Administration, Microsoft Office, Grant Writing, Spanish, Non-profits, Analysis, Microsoft Excel, Budgets, Management, Project Planning, Project Management, Financial Modeling, Fundraising, Financial Analysis, Mergers & Acquisitions, Nonprofits, Volunteer Management, Grants, Public Speaking, Public Relations, Strategic Planning
Education
Boston University
Master of Business Administration (MBA), Accounting and Finance
Wichita State University
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Abigail Mayer's Citizens Financial Group, Inc. Experience June 2015 - August 2015
Job Vice President of Outgoing Community Development Projects at AIESEC Yale
Industry
Experience
AIESEC Yale January 2015 - Present
Citizens Financial Group, Inc. June 2015 - August 2015
Reach Out June 2014 - June 2015
Office of Senator Elizabeth Warren June 2014 - August 2014
Office of Massachusetts Speaker DeLeo June 2014 - July 2014
Project Interchange May 2014 - June 2014
Skills
Public Speaking, PowerPoint, Research, Microsoft Word, Leadership, Event Planning, Customer Service, Communication, Travel Planning, Nonprofits, Microsoft Excel
Education
Yale University 2012 — 2016
Bachelor's degree, Global Affairs
Women's Campaign School at Yale University 2014 — 2014
Harvard Beijing Academy 2013 — 2013
Mandarin Chinese, 4.0
Boston Latin School 2006 — 2012
AIESEC Yale January 2015 - Present
Citizens Financial Group, Inc. June 2015 - August 2015
Reach Out June 2014 - June 2015
Office of Senator Elizabeth Warren June 2014 - August 2014
Office of Massachusetts Speaker DeLeo June 2014 - July 2014
Project Interchange May 2014 - June 2014
Skills
Public Speaking, PowerPoint, Research, Microsoft Word, Leadership, Event Planning, Customer Service, Communication, Travel Planning, Nonprofits, Microsoft Excel
Education
Yale University 2012 — 2016
Bachelor's degree, Global Affairs
Women's Campaign School at Yale University 2014 — 2014
Harvard Beijing Academy 2013 — 2013
Mandarin Chinese, 4.0
Boston Latin School 2006 — 2012
Emily Troge's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Leveraged Finance Analyst at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Citizens Financial Group, Inc. June 2014 - May 2015
Harpoon Brewery February 2014 - May 2014
StudentUniverse.com May 2013 - January 2014
Her Campus September 2012 - January 2013
Rent The Runway August 2011 - December 2012
Cold Spring Harbor Laboratory June 2011 - August 2012
Brandeis University Summer School January 2012 - April 2012
Cold Spring Harbor Laboratory June 2008 - June 2011
Skills
Financial Analysis, Risk Analysis, Credit Analysis, Blogging, Social Media, Event Planning, Fundraising, PowerPoint, Microsoft Word, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Team Building, Highly detail oriented, Time Management, Prezi, Word, Excel, HTML, iMovie, WordPress, Marketing Research, Copywriting, Networking, Accounting
Education
Brandeis University 2010 — 2014
Bachelor's Degree, Majors in Business and Health: Science, Society & Policy; Minor in Legal Studies
Our Lady of Mercy Academy 2006 — 2010
Citizens Financial Group, Inc. June 2015 - Present
Citizens Financial Group, Inc. June 2014 - May 2015
Harpoon Brewery February 2014 - May 2014
StudentUniverse.com May 2013 - January 2014
Her Campus September 2012 - January 2013
Rent The Runway August 2011 - December 2012
Cold Spring Harbor Laboratory June 2011 - August 2012
Brandeis University Summer School January 2012 - April 2012
Cold Spring Harbor Laboratory June 2008 - June 2011
Skills
Financial Analysis, Risk Analysis, Credit Analysis, Blogging, Social Media, Event Planning, Fundraising, PowerPoint, Microsoft Word, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Team Building, Highly detail oriented, Time Management, Prezi, Word, Excel, HTML, iMovie, WordPress, Marketing Research, Copywriting, Networking, Accounting
Education
Brandeis University 2010 — 2014
Bachelor's Degree, Majors in Business and Health: Science, Society & Policy; Minor in Legal Studies
Our Lady of Mercy Academy 2006 — 2010
Jennifer M. Monopoli, Esq. Jennifer M. Monopoli, Esq.'s Citizens Financial Group, Inc. Experience February 2015 - Present
Job Vice President, Compliance Officer at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Investment Services, Inc. July 2009 - February 2015
Georgia Secretary of State, Securities Division July 2005 - July 2009
U.S. Securities and Exchange Commission January 2003 - December 2003
Skills
FINRA, Series 24, Securities, Series 7, AML, Mutual Funds, Investment Advisory, Investments, Wealth Management, Risk Management, Equities, Alternative Investments, Fixed Income, Securities Regulation, Financial Regulation, Fixed Annuities, Internal Investigations, Bonds, Financial Services, Options, Trading, Financial Risk, KYC, Due Diligence, Anti Money Laundering
Education
Georgia State University College of Law 1999 — 2004
Doctor of Law (JD), Law
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), International Marketing
Clark University 1984 — 1989
Bachelor's degree, Economics
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Investment Services, Inc. July 2009 - February 2015
Georgia Secretary of State, Securities Division July 2005 - July 2009
U.S. Securities and Exchange Commission January 2003 - December 2003
Skills
FINRA, Series 24, Securities, Series 7, AML, Mutual Funds, Investment Advisory, Investments, Wealth Management, Risk Management, Equities, Alternative Investments, Fixed Income, Securities Regulation, Financial Regulation, Fixed Annuities, Internal Investigations, Bonds, Financial Services, Options, Trading, Financial Risk, KYC, Due Diligence, Anti Money Laundering
Education
Georgia State University College of Law 1999 — 2004
Doctor of Law (JD), Law
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), International Marketing
Clark University 1984 — 1989
Bachelor's degree, Economics
Mark Massimi's Citizens Financial Group, Inc. Experience November 2014 - Present
Job Corporate Banking Credit Analyst at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
Citizens Bank September 2012 - October 2014
Citizens Bank April 2011 - September 2012
Enservio December 2010 - April 2011
NameMedia October 2010 - December 2010
Skills
Commercial Banking, Analysis, Loans, Financial Modeling, Corporate Finance, Credit, Data Analysis, Finance, Commercial Lending
Education
Boston University 2006 — 2010
Bachelor of Science, Business Administration
Catholic Memorial 2002 — 2006
Citizens Financial Group, Inc. November 2014 - Present
Citizens Bank September 2012 - October 2014
Citizens Bank April 2011 - September 2012
Enservio December 2010 - April 2011
NameMedia October 2010 - December 2010
Skills
Commercial Banking, Analysis, Loans, Financial Modeling, Corporate Finance, Credit, Data Analysis, Finance, Commercial Lending
Education
Boston University 2006 — 2010
Bachelor of Science, Business Administration
Catholic Memorial 2002 — 2006
Ryan Boorany Ryan Boorany's Citizens Financial Group, Inc. Experience July 2015 - Present
Job MBA/MSF Graduate of Boston College
Industry Financial Services
Experience
Citizens Financial Group, Inc. July 2015 - Present
EPG Inc. June 2014 - August 2014
RPM Technologies November 2011 - May 2013
TD Wealth Management March 2011 - November 2011
Kinectrics Inc September 2009 - December 2009
AGF Management Ltd January 2009 - April 2009
Elgner Group Investments Ltd May 2008 - August 2008
Skills
Software Documentation, SAP, Accounting, Auditing, Analysis, Account Reconciliation, Management, Microsoft Excel, Internal Audit, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA and MSF
Wilfrid Laurier University 2006 — 2010
Bachelor
Citizens Financial Group, Inc. July 2015 - Present
EPG Inc. June 2014 - August 2014
RPM Technologies November 2011 - May 2013
TD Wealth Management March 2011 - November 2011
Kinectrics Inc September 2009 - December 2009
AGF Management Ltd January 2009 - April 2009
Elgner Group Investments Ltd May 2008 - August 2008
Skills
Software Documentation, SAP, Accounting, Auditing, Analysis, Account Reconciliation, Management, Microsoft Excel, Internal Audit, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA and MSF
Wilfrid Laurier University 2006 — 2010
Bachelor
Suzanne Biscotti's Citizens Financial Group, Inc. Experience July 2015 - Present
Job Commercial Lender, Commercial Real Estate Advisor at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. July 2015 - Present
Coldwell Banker Residential Brokerage August 2013 - July 2015
Cambridge Savings Bank October 2011 - October 2013
Modis June 2006 - May 2010
Education
Bentley University 2002 — 2006
Bachelor of Science, International Marketing
Kingswood Oxford 1998 — 2002
Citizens Financial Group, Inc. July 2015 - Present
Coldwell Banker Residential Brokerage August 2013 - July 2015
Cambridge Savings Bank October 2011 - October 2013
Modis June 2006 - May 2010
Education
Bentley University 2002 — 2006
Bachelor of Science, International Marketing
Kingswood Oxford 1998 — 2002
Ellen M. Giblin, JD, MEd, CIPP US/G/C Ellen M. Giblin, JD, MEd, CIPP US/G/C's Citizens Financial Group, Inc. Experience January 2008 - 2010
Job Privacy Officer at Boston Children's Hospital & Foundations
Industry Law Practice
Experience
Boston Children's Hospital July 2015 - Present
Locke Lord LLP July 2014 - June 2015
The Ashcroft Law Firm - The Ashcroft Group January 2012 - July 2014
Littler Mendelson 2010 - 2012
Citizens Financial Group, Inc. January 2008 - 2010
Iron Mountain Information Management, Inc 2003 - 2008
Boston College January 2001 - January 2003
Ellen M. Giblin, Esq. January 1989 - January 2002
AIG 1985 - 1988
Skills
Online Privacy Policies..., Privacy Risk Assessments, Cyber Security, Data Breach Incident..., Privacy and Data..., HIPAA Privacy Risk..., Cloud Computing, Contract Negotiation, Vendor Management, E-commerce, Blogging, Governance, Government, Mediation, Public Speaking, Negotiation, Risk Assessment, Policy Analysis, Privacy, Records Management, Compliance, Policy, Corporate Governance, Risk Management, Due Diligence, Legal Research, Litigation Support, Intellectual Property, Investigations, Contract Management, Security, Strategic Planning, Employment Law, Fraud, Research, HIPAA, Management Consulting, Outsourcing, SOX, Analysis, Banking, Business Strategy, Insurance, Program Management, Mentoring, Privacy Law, Certified Information..., Privacy Compliance, Data Privacy, Legal Writing
Education
Boston College 2000 — 2005
M. Ed, Higher Education Administration
Suffolk University Law School 1982 — 1985
JD, Contracts, Negotiation, Mediation
University of Massachusetts, Amherst 1978 — 1982
Bachelor's, Legal Studies
Boston Children's Hospital July 2015 - Present
Locke Lord LLP July 2014 - June 2015
The Ashcroft Law Firm - The Ashcroft Group January 2012 - July 2014
Littler Mendelson 2010 - 2012
Citizens Financial Group, Inc. January 2008 - 2010
Iron Mountain Information Management, Inc 2003 - 2008
Boston College January 2001 - January 2003
Ellen M. Giblin, Esq. January 1989 - January 2002
AIG 1985 - 1988
Skills
Online Privacy Policies..., Privacy Risk Assessments, Cyber Security, Data Breach Incident..., Privacy and Data..., HIPAA Privacy Risk..., Cloud Computing, Contract Negotiation, Vendor Management, E-commerce, Blogging, Governance, Government, Mediation, Public Speaking, Negotiation, Risk Assessment, Policy Analysis, Privacy, Records Management, Compliance, Policy, Corporate Governance, Risk Management, Due Diligence, Legal Research, Litigation Support, Intellectual Property, Investigations, Contract Management, Security, Strategic Planning, Employment Law, Fraud, Research, HIPAA, Management Consulting, Outsourcing, SOX, Analysis, Banking, Business Strategy, Insurance, Program Management, Mentoring, Privacy Law, Certified Information..., Privacy Compliance, Data Privacy, Legal Writing
Education
Boston College 2000 — 2005
M. Ed, Higher Education Administration
Suffolk University Law School 1982 — 1985
JD, Contracts, Negotiation, Mediation
University of Massachusetts, Amherst 1978 — 1982
Bachelor's, Legal Studies
Stefanie Caliri's Citizens Financial Group, Inc. Experience April 2013 - October 2014
Job Nonprofit Strategy & Development
Industry Philanthropy
Experience
Shriners Hospitals for Children June 2015 - Present
Balmoral Meadows Consulting May 2011 - Present
Citizens Financial Group, Inc. April 2013 - October 2014
Hale Barnard Services February 2008 - April 2013
La Salle Academy 2009 - 2011
Work Opportunities Unlimited 2007 - 2008
Skills
Non-profits, Fundraising, Public Relations, Event Planning, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Grants, Strategic Planning, Research, Social Media, Media Relations, Event Management, Customer Service, Marketing Communications, Editing, Social Media Marketing, Marketing, Newsletters, Blogging, Nonprofits, Team Building, Social Networking, Copy Editing, Philanthropy, Copywriting, Facebook, Creative Writing, Strategic Communications, Leadership, Community Development, Management, Project Management, Advertising, Press Releases, Entrepreneurship, Training, Leadership Development, Crisis Communications, Speech Writing, Marketing Strategy, Internal Communications, Corporate Communications, Time Management, Annual Giving, Organizational..., Writing, Coaching, Program Development
Education
Bay Path University 2009 — 2012
MS
Rhode Island College 2002 — 2006
BA
La Salle Academy 1996 — 2000
Shriners Hospitals for Children June 2015 - Present
Balmoral Meadows Consulting May 2011 - Present
Citizens Financial Group, Inc. April 2013 - October 2014
Hale Barnard Services February 2008 - April 2013
La Salle Academy 2009 - 2011
Work Opportunities Unlimited 2007 - 2008
Skills
Non-profits, Fundraising, Public Relations, Event Planning, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Grants, Strategic Planning, Research, Social Media, Media Relations, Event Management, Customer Service, Marketing Communications, Editing, Social Media Marketing, Marketing, Newsletters, Blogging, Nonprofits, Team Building, Social Networking, Copy Editing, Philanthropy, Copywriting, Facebook, Creative Writing, Strategic Communications, Leadership, Community Development, Management, Project Management, Advertising, Press Releases, Entrepreneurship, Training, Leadership Development, Crisis Communications, Speech Writing, Marketing Strategy, Internal Communications, Corporate Communications, Time Management, Annual Giving, Organizational..., Writing, Coaching, Program Development
Education
Bay Path University 2009 — 2012
MS
Rhode Island College 2002 — 2006
BA
La Salle Academy 1996 — 2000
Bobby Hinds's Citizens Financial Group, Inc. Experience September 2015 - Present
Job Global Markets Junior Account Officer at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2015 - Present
FSEnet+ June 2014 - December 2014
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance
Conard High School
Conard High School
Citizens Financial Group, Inc. September 2015 - Present
FSEnet+ June 2014 - December 2014
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance
Conard High School
Conard High School
Joe Pedorella, CTP, MBA Joe Pedorella, CTP, MBA's Citizens Financial Group, Inc. Experience May 2015 - Present
Job VP Pricing, Strategy & Analytics at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. May 2015 - Present
Ahold October 2014 - May 2015
The Hanover Insurance Group August 2012 - August 2014
CVS Caremark September 2002 - July 2012
CVS Realty Co October 1999 - September 2002
Fleet Financial Group August 1992 - October 1999
Bank of Boston June 1990 - August 1992
Electronic Data Systems August 1988 - February 1990
EDS Group 1988 - 1990
Skills
Strategic Financial..., Cash Management, Process Improvement, Financial Modeling, Cash Flow Forecasting, Capital Budgeting, Forecasting, Finance, Treasury Management, Financial Reporting, Financial Metrics, Microsoft Office, Hyperion Planning, P&L Analysis, Balance Sheet Review, Valuation Modeling, Long Range Financial..., Cash Flow Statements, Post Audits, Return on Investment, User Productivity Kit, Equipment Leasing, Variance Analysis, Hyperion HFM, Essbase, Budgets, Analysis, Financial Planning, Accounting, Auditing, Financial Analysis
Education
Bryant University 1993 — 1997
MBA, Accounting
University of Hartford 1987 — 1988
BSBA, Cum Laude, Economics, Finance
American International College 1984 — 1986
Finance
Rocky Hill 1980 — 1984
Citizens Financial Group, Inc. May 2015 - Present
Ahold October 2014 - May 2015
The Hanover Insurance Group August 2012 - August 2014
CVS Caremark September 2002 - July 2012
CVS Realty Co October 1999 - September 2002
Fleet Financial Group August 1992 - October 1999
Bank of Boston June 1990 - August 1992
Electronic Data Systems August 1988 - February 1990
EDS Group 1988 - 1990
Skills
Strategic Financial..., Cash Management, Process Improvement, Financial Modeling, Cash Flow Forecasting, Capital Budgeting, Forecasting, Finance, Treasury Management, Financial Reporting, Financial Metrics, Microsoft Office, Hyperion Planning, P&L Analysis, Balance Sheet Review, Valuation Modeling, Long Range Financial..., Cash Flow Statements, Post Audits, Return on Investment, User Productivity Kit, Equipment Leasing, Variance Analysis, Hyperion HFM, Essbase, Budgets, Analysis, Financial Planning, Accounting, Auditing, Financial Analysis
Education
Bryant University 1993 — 1997
MBA, Accounting
University of Hartford 1987 — 1988
BSBA, Cum Laude, Economics, Finance
American International College 1984 — 1986
Finance
Rocky Hill 1980 — 1984
John Poole John Poole's Citizens Financial Group, Inc. Experience December 2013 - May 2015
Job Director of Information Security at Federal Home Loan Bank of Boston
Industry Information Technology and Services
Experience
Federal Home Loan Bank of Boston July 2015 - Present
Citizens Financial Group, Inc. December 2013 - May 2015
RBS Citizens Financial Group March 2009 - December 2013
Citizens Bank January 2005 - March 2009
Bank of America/FleetBoston July 2000 - January 2005
U.S. Postal Service September 1997 - July 2000
US Army August 1982 - July 1985
Skills
Information Security, Security, Information Security..., Risk Management, CISSP, Information Technology, IT Management, Identity Management, Governance, Active Directory, Vendor Management, Business Continuity, Integration, Security Architecture..., CISM, GLBA, Compliance, Financial Risk, Disaster Recovery, Computer Security, Networking, Vulnerability Assessment, IT Strategy, ISO 27001, CISA, Enterprise Software, IT Audit, PCI DSS, Vulnerability Management, Application Security, SAS70, Network Security, System Administration, TCP/IP, Business Continuity..., Security Audits, Program Management, IT Operations, Risk Assessment, Penetration Testing, Operational Risk..., Enterprise Risk..., Technical Support, Security Awareness, CRISC, Risk, Leadership, Cross-functional Team..., Team Leadership, Thought Leadership
Education
Bryant University 2005 — 2008
MBA, Information Systems
Bridgewater State College 1994 — 1999
B.S., Management Information Systems
Federal Home Loan Bank of Boston July 2015 - Present
Citizens Financial Group, Inc. December 2013 - May 2015
RBS Citizens Financial Group March 2009 - December 2013
Citizens Bank January 2005 - March 2009
Bank of America/FleetBoston July 2000 - January 2005
U.S. Postal Service September 1997 - July 2000
US Army August 1982 - July 1985
Skills
Information Security, Security, Information Security..., Risk Management, CISSP, Information Technology, IT Management, Identity Management, Governance, Active Directory, Vendor Management, Business Continuity, Integration, Security Architecture..., CISM, GLBA, Compliance, Financial Risk, Disaster Recovery, Computer Security, Networking, Vulnerability Assessment, IT Strategy, ISO 27001, CISA, Enterprise Software, IT Audit, PCI DSS, Vulnerability Management, Application Security, SAS70, Network Security, System Administration, TCP/IP, Business Continuity..., Security Audits, Program Management, IT Operations, Risk Assessment, Penetration Testing, Operational Risk..., Enterprise Risk..., Technical Support, Security Awareness, CRISC, Risk, Leadership, Cross-functional Team..., Team Leadership, Thought Leadership
Education
Bryant University 2005 — 2008
MBA, Information Systems
Bridgewater State College 1994 — 1999
B.S., Management Information Systems
Don Myers Don Myers's Citizens Financial Group, Inc. Experience March 2012 - Present
Job Senior Vice President and Director of Treasury Operations and Accounting Systems at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. March 2012 - Present
Cape Cod Children's Museum May 2013 - Present
Citizens Bank September 2011 - March 2012
Liberty Mutual July 2004 - August 2010
Bank of America 2000 - 2004
Prudential Financial 1999 - 2000
Canada Life 1995 - 1998
Financial Holding Corporation 1987 - 1995
Skills
Risk Management, Financial Reporting, Fixed Income, Mergers, Finance, Budgets, Consolidation, Forecasting, Treasury Management, Investments, Corporate Finance, Securities, Mergers & Acquisitions, Business Process..., Accounting, Financial Analysis, Internal Controls, Strategy, Private Equity, Banking, Portfolio Management, Capital Markets, Valuation, Asset Management, Leadership, Financial Services, Tax, Equities, SEC filings
Education
Avila University 1992 — 1995
MBA, Finance
University of Central Missouri 1982 — 1984
MA, Accounting
Baker University 1978 — 1982
BS, Accounting
Citizens Financial Group, Inc. March 2012 - Present
Cape Cod Children's Museum May 2013 - Present
Citizens Bank September 2011 - March 2012
Liberty Mutual July 2004 - August 2010
Bank of America 2000 - 2004
Prudential Financial 1999 - 2000
Canada Life 1995 - 1998
Financial Holding Corporation 1987 - 1995
Skills
Risk Management, Financial Reporting, Fixed Income, Mergers, Finance, Budgets, Consolidation, Forecasting, Treasury Management, Investments, Corporate Finance, Securities, Mergers & Acquisitions, Business Process..., Accounting, Financial Analysis, Internal Controls, Strategy, Private Equity, Banking, Portfolio Management, Capital Markets, Valuation, Asset Management, Leadership, Financial Services, Tax, Equities, SEC filings
Education
Avila University 1992 — 1995
MBA, Finance
University of Central Missouri 1982 — 1984
MA, Accounting
Baker University 1978 — 1982
BS, Accounting
Dan Hoye's Citizens Financial Group, Inc. Experience November 2014 - Present
Job VP, Director Compliance Risk Management, Head of MI and Reporting at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
Citizens Financial Group November 2013 - November 2014
Royal Bank of Scotland - Citizens Bank July 2012 - November 2013
Royal Bank of Scotland - Citizens Bank April 2011 - July 2012
Deloitte & Touche USA LLP June 2001 - March 2011
Skills
Governance, CIPP, CGEIT, Auditing, Operational Risk..., Banking, Business Process..., Process Improvement, Financial Services, Sarbanes-Oxley, Financial Analysis, Business Analysis, Business Continuity, Due Diligence, Vendor Management, Management Consulting, AML, Operational Risk, Program Management, Change Management, Enterprise Risk...
Education
Babson College 1997 — 2001
BS, MIS/Accounting
Central Catholic High School '97 1993 — 1997
Citizens Financial Group, Inc. November 2014 - Present
Citizens Financial Group November 2013 - November 2014
Royal Bank of Scotland - Citizens Bank July 2012 - November 2013
Royal Bank of Scotland - Citizens Bank April 2011 - July 2012
Deloitte & Touche USA LLP June 2001 - March 2011
Skills
Governance, CIPP, CGEIT, Auditing, Operational Risk..., Banking, Business Process..., Process Improvement, Financial Services, Sarbanes-Oxley, Financial Analysis, Business Analysis, Business Continuity, Due Diligence, Vendor Management, Management Consulting, AML, Operational Risk, Program Management, Change Management, Enterprise Risk...
Education
Babson College 1997 — 2001
BS, MIS/Accounting
Central Catholic High School '97 1993 — 1997
Brian O'Connell's Citizens Financial Group, Inc. Experience August 2012 - Present
Job EVP Technology Services Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2012 - Present
Independent Consultant September 2011 - September 2012
Hartford Financial Services Group, Inc. 2008 - September 2011
Hartford Life 2007 - 2008
Accenture 1982 - 2006
Skills
Process Improvement, Vendor Management, SDLC, Leadership, Business Process..., IT Strategy, Business Analysis, Program Management, Business Process, Enterprise Architecture, Business Transformation, Strategic Planning, Business Intelligence, Outsourcing, Management Consulting, Project Portfolio..., Governance, Insurance, Integration, PMO, Change Management
Education
Boston College 1978 — 1982
BA, Economics
Citizens Financial Group, Inc. August 2012 - Present
Independent Consultant September 2011 - September 2012
Hartford Financial Services Group, Inc. 2008 - September 2011
Hartford Life 2007 - 2008
Accenture 1982 - 2006
Skills
Process Improvement, Vendor Management, SDLC, Leadership, Business Process..., IT Strategy, Business Analysis, Program Management, Business Process, Enterprise Architecture, Business Transformation, Strategic Planning, Business Intelligence, Outsourcing, Management Consulting, Project Portfolio..., Governance, Insurance, Integration, PMO, Change Management
Education
Boston College 1978 — 1982
BA, Economics
Douglas Brem Douglas Brem's Citizens Financial Group, Inc. Experience May 2015 - Present
Job ALM Analyst at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
State Street January 2015 - April 2015
Welch Consulting June 2013 - July 2014
Summit Consulting, LLC May 2012 - August 2012
Institute for International Economic Policy - George Washington University January 2012 - May 2012
British Embassy September 2011 - December 2011
Rhode Island Governmental Internship Program May 2011 - August 2011
United States Senate September 2010 - December 2010
Skills
Statistics, Stata, Microsoft Office, SAS, Economics, Microeconomics, Macroeconomics, SPSS, Politics, OS X, Matlab, Eviews, Government, Community Outreach, PowerPoint, Bloomberg, Maple, LaTeX, Data Analysis, Unix
Education
Boston College 2014 — 2015
Master's Degree, Finance, General
The George Washington University 2009 — 2013
BS, Major Economics and Minor Political Science, Magna Cum Laude
Chartered Financial Analyst Program
Citizens Financial Group, Inc. May 2015 - Present
State Street January 2015 - April 2015
Welch Consulting June 2013 - July 2014
Summit Consulting, LLC May 2012 - August 2012
Institute for International Economic Policy - George Washington University January 2012 - May 2012
British Embassy September 2011 - December 2011
Rhode Island Governmental Internship Program May 2011 - August 2011
United States Senate September 2010 - December 2010
Skills
Statistics, Stata, Microsoft Office, SAS, Economics, Microeconomics, Macroeconomics, SPSS, Politics, OS X, Matlab, Eviews, Government, Community Outreach, PowerPoint, Bloomberg, Maple, LaTeX, Data Analysis, Unix
Education
Boston College 2014 — 2015
Master's Degree, Finance, General
The George Washington University 2009 — 2013
BS, Major Economics and Minor Political Science, Magna Cum Laude
Chartered Financial Analyst Program
Aaron Hensley Aaron Hensley's Citizens Financial Group, Inc. Experience February 2015 - Present
Job Quantitative Analyst, AVP at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
State Street Global Advisors June 2013 - August 2013
ROADD Center at Boston University October 2012 - February 2013
Michigan State University May 2012 - August 2012
Skills
CCAR, Credit Risk, Stata, SAS, SQL, R, VBA, Matlab, Microsoft Excel, C++, Bloomberg, Markov Chain Monte Carlo, Time Series Analysis, Bayesian methods, Principal Component..., Panel Data Analysis, Optimization, Numerical Simulation, GLM, Hidden Markov Models
Education
Boston University 2012 — 2014
Master of Science, Mathematical Finance
Michigan State University 2010 — 2012
Master of Science, Statistics
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science, Mathematical Decision Sciences
Citizens Financial Group, Inc. February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
State Street Global Advisors June 2013 - August 2013
ROADD Center at Boston University October 2012 - February 2013
Michigan State University May 2012 - August 2012
Skills
CCAR, Credit Risk, Stata, SAS, SQL, R, VBA, Matlab, Microsoft Excel, C++, Bloomberg, Markov Chain Monte Carlo, Time Series Analysis, Bayesian methods, Principal Component..., Panel Data Analysis, Optimization, Numerical Simulation, GLM, Hidden Markov Models
Education
Boston University 2012 — 2014
Master of Science, Mathematical Finance
Michigan State University 2010 — 2012
Master of Science, Statistics
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science, Mathematical Decision Sciences
Greg Cocchiola's Citizens Financial Group, Inc. Experience October 2014 - Present
Job Assistant Vice President at Citizens Commercial Banking
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2014 - Present
Bank of America September 2013 - September 2014
Bank of America July 2011 - September 2013
Skills
Equities, Bloomberg, Financial Analysis, Valuation, Fixed Income, Investment Banking, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Financial Risk, Alternative Investments, VBA, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Citizens Financial Group, Inc. October 2014 - Present
Bank of America September 2013 - September 2014
Bank of America July 2011 - September 2013
Skills
Equities, Bloomberg, Financial Analysis, Valuation, Fixed Income, Investment Banking, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Financial Risk, Alternative Investments, VBA, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Mark Kelly, CFA, CFP® Mark Kelly, CFA, CFP®'s Citizens Financial Group, Inc. Experience November 2014 - Present
Job Senior Vice President, Citizens Private Bank and Trust at Citizens Financial Group, Inc.
Industry Investment Management
Experience
Citizens Financial Group, Inc. November 2014 - Present
Plimoth Investment Advisors September 2011 - July 2014
Plimoth Investment Advisors January 2005 - September 2011
Plymouth Savings Bank 2003 - 2005
Plymouth Savings 1998 - 2003
Higgins and Associates 1997 - 1998
First Variable Life Insurance Company 1992 - 1997
First International Life Insurance Company 1988 - 1992
Skills
Investment Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Retirement Planning, Banking, Financial Analysis, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Credit Analysis, 401k, Series 7, Asset Managment, Risk Management, Securities, Equities, New Business Development, Insurance, Relationship Management, Credit, Finance, Due Diligence, Fixed Income, Retirement, Strategic Financial..., Financial Services, Financial Risk, Loans, Alternative Investments, Hedge Funds, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
Master's degree, Finance, General
Bryant College 1984 — 1988
Bachelor's degree, Accounting and Finance
Citizens Financial Group, Inc. November 2014 - Present
Plimoth Investment Advisors September 2011 - July 2014
Plimoth Investment Advisors January 2005 - September 2011
Plymouth Savings Bank 2003 - 2005
Plymouth Savings 1998 - 2003
Higgins and Associates 1997 - 1998
First Variable Life Insurance Company 1992 - 1997
First International Life Insurance Company 1988 - 1992
Skills
Investment Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Retirement Planning, Banking, Financial Analysis, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Credit Analysis, 401k, Series 7, Asset Managment, Risk Management, Securities, Equities, New Business Development, Insurance, Relationship Management, Credit, Finance, Due Diligence, Fixed Income, Retirement, Strategic Financial..., Financial Services, Financial Risk, Loans, Alternative Investments, Hedge Funds, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
Master's degree, Finance, General
Bryant College 1984 — 1988
Bachelor's degree, Accounting and Finance
Blair Ellin's Citizens Financial Group, Inc. Experience June 2012 - Present
Job Marketing Manager at Citizens Financial Group
Industry Marketing and Advertising
Experience
Citizens Financial Group, Inc. June 2012 - Present
iWalk Inc. January 2012 - March 2012
Covington Associates October 2007 - January 2012
Market Platform Dynamics August 2006 - October 2007
Skills
Social Media Marketing, Marketing Strategy, Online Advertising, SEO, New Business Development, Strategic Planning, Business Strategy, Competitive Analysis, Event Planning, Marketing Communications, Research, Social Media, Email Marketing, Public Relations, Digital Marketing, Marketing, Direct Marketing, Market Research, Microsoft Office, Integrated Marketing
Education
Boston University 2000 — 2004
Bachelor of Science, Journalism
Citizens Financial Group, Inc. June 2012 - Present
iWalk Inc. January 2012 - March 2012
Covington Associates October 2007 - January 2012
Market Platform Dynamics August 2006 - October 2007
Skills
Social Media Marketing, Marketing Strategy, Online Advertising, SEO, New Business Development, Strategic Planning, Business Strategy, Competitive Analysis, Event Planning, Marketing Communications, Research, Social Media, Email Marketing, Public Relations, Digital Marketing, Marketing, Direct Marketing, Market Research, Microsoft Office, Integrated Marketing
Education
Boston University 2000 — 2004
Bachelor of Science, Journalism
Mark Mendes's Citizens Financial Group, Inc. Experience October 2014 - Present
Job Compliance Officer at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Citizens Financial Group, Inc. July 2013 - October 2014
Citizens Financial Group, Inc. November 2011 - July 2012
US Army July 2008 - September 2008
US Army June 2007 - July 2008
US Army December 2006 - May 2007
US Army January 2006 - November 2006
Skills
Policy, Policy Analysis, Government, International Relations, Research, Leadership, Nonprofits, Tactical Operations, Politics, Political Science, Data Analysis, Report Writing, Microsoft Office, Foreign Policy, OFAC, CAMS
Education
Boston University 2009 — 2011
MA, International Affairs
Boston University 2001 — 2005
BA, International Relations
Citizens Financial Group, Inc. October 2014 - Present
Citizens Financial Group, Inc. July 2013 - October 2014
Citizens Financial Group, Inc. November 2011 - July 2012
US Army July 2008 - September 2008
US Army June 2007 - July 2008
US Army December 2006 - May 2007
US Army January 2006 - November 2006
Skills
Policy, Policy Analysis, Government, International Relations, Research, Leadership, Nonprofits, Tactical Operations, Politics, Political Science, Data Analysis, Report Writing, Microsoft Office, Foreign Policy, OFAC, CAMS
Education
Boston University 2009 — 2011
MA, International Affairs
Boston University 2001 — 2005
BA, International Relations
Mike Krafka's Citizens Financial Group, Inc. Experience May 2013 - Present
Job VP, Capacity & Performance Management at Citizens Financial Group
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. May 2013 - Present
Citizens Financial Group, Inc. November 2012 - May 2013
Fidelity Investments April 2010 - January 2012
Fidelity Investments September 2006 - April 2010
Fidelity Investments June 1990 - April 2010
Blue Cross and Blue Shield February 1985 - June 1990
Commercial Union Insurance February 1984 - February 1985
Skills
Capacity Planning, Mainframe, Program Management, Disaster Recovery, Vendor Management, Enterprise Architecture, IT Operations, SDLC, Data Center, IT Strategy, Governance, ITIL, Change Management, High Availability, DB2, Unix, Solaris, CICS, Sybase, SAS, AIX, Data Analysis, Incident Management, JCL, Oracle, Performance Analysis, Tableau, Linux, Data Visualization, Performance Monitoring, Statistical Modeling, Data Reporting, Data Science
Education
Bryant University 2015 — 2015
Graduate Certificate in Business Analytics
Berklee College of Music 1973 — 1976
Bachelor of Music, Cum Laude, Composition
University of Iowa 1971 — 1972
Ottumwa Heights College, Ottumwa, IA 1969 — 1971
Assoc. Arts, Music
Citizens Financial Group, Inc. May 2013 - Present
Citizens Financial Group, Inc. November 2012 - May 2013
Fidelity Investments April 2010 - January 2012
Fidelity Investments September 2006 - April 2010
Fidelity Investments June 1990 - April 2010
Blue Cross and Blue Shield February 1985 - June 1990
Commercial Union Insurance February 1984 - February 1985
Skills
Capacity Planning, Mainframe, Program Management, Disaster Recovery, Vendor Management, Enterprise Architecture, IT Operations, SDLC, Data Center, IT Strategy, Governance, ITIL, Change Management, High Availability, DB2, Unix, Solaris, CICS, Sybase, SAS, AIX, Data Analysis, Incident Management, JCL, Oracle, Performance Analysis, Tableau, Linux, Data Visualization, Performance Monitoring, Statistical Modeling, Data Reporting, Data Science
Education
Bryant University 2015 — 2015
Graduate Certificate in Business Analytics
Berklee College of Music 1973 — 1976
Bachelor of Music, Cum Laude, Composition
University of Iowa 1971 — 1972
Ottumwa Heights College, Ottumwa, IA 1969 — 1971
Assoc. Arts, Music
Evan Volden's Citizens Financial Group, Inc. Experience June 2014 - September 2015
Job Analyst Corporate Banking
Industry Banking
Experience
Citizens Financial Group, Inc. June 2014 - September 2015
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
All World Travel, Inc. May 2009 - August 2013
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Finance, Credit Analysis, Valuation
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A) Cum Laude, Finance and Accounting
Sandia Preparatory School 2003 — 2010
Citizens Financial Group, Inc. June 2014 - September 2015
BU Finance & Investment Club Student Managed Investment Fund September 2013 - May 2014
All World Travel, Inc. May 2009 - August 2013
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Finance, Credit Analysis, Valuation
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A) Cum Laude, Finance and Accounting
Sandia Preparatory School 2003 — 2010
Zaoping (James) Li Zaoping (James) Li's Citizens Financial Group, Inc. Experience July 2015 - Present
Job Assistant Vice President Treasury Analyst II at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. July 2015 - Present
Seamans Capital Management April 2014 - February 2015
Skills
Financial Modeling, Financial Analysis, Equity Research, Valuation, Fundamental Analysis, Portfolio Management, Data Analysis, Financial Accounting, Biotechnology, Statistics, Project Management, Equity Valuation, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MBA and MSF
Cornell University 2005 — 2011
PhD
Citizens Financial Group, Inc. July 2015 - Present
Seamans Capital Management April 2014 - February 2015
Skills
Financial Modeling, Financial Analysis, Equity Research, Valuation, Fundamental Analysis, Portfolio Management, Data Analysis, Financial Accounting, Biotechnology, Statistics, Project Management, Equity Valuation, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MBA and MSF
Cornell University 2005 — 2011
PhD
Blake Szalapski's Citizens Financial Group, Inc. Experience May 2015 - Present
Job Summer Capital Markets Analyst Intern at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
North Sky Capital June 2014 - July 2014
Skills
PowerPoint
Education
Boston College 2012 — 2016
The Blake School 1999 — 2012
Citizens Financial Group, Inc. May 2015 - Present
North Sky Capital June 2014 - July 2014
Skills
PowerPoint
Education
Boston College 2012 — 2016
The Blake School 1999 — 2012
Sean Riordan's Citizens Financial Group, Inc. Experience June 2013 - Present
Job MidCorporate Banking, Credit Analyst, Officer at RBS Citizens, N.A.
Industry Banking
Experience
Citizens Financial Group, Inc. June 2013 - Present
Citizens Financial Group, Inc. June 2012 - May 2013
TJX - HomeGoods June 2011 - August 2011
Aerotek June 2010 - August 2010
The Pine Street Inn September 2009 - May 2010
Granite Links Golf Club April 2007 - August 2009
Skills
Recruiting, Microsoft Excel, Management, Financial Analysis, Credit, Sales, Commercial Banking, Credit Analysis, Banking
Education
Boston College 2008 — 2012
BA, Economics, French
Institut des Etudes Politiques (Strasbourg, France) 2011 — 2011
Economics, French, Political Science
Milton High School 2004 — 2008
Citizens Financial Group, Inc. June 2013 - Present
Citizens Financial Group, Inc. June 2012 - May 2013
TJX - HomeGoods June 2011 - August 2011
Aerotek June 2010 - August 2010
The Pine Street Inn September 2009 - May 2010
Granite Links Golf Club April 2007 - August 2009
Skills
Recruiting, Microsoft Excel, Management, Financial Analysis, Credit, Sales, Commercial Banking, Credit Analysis, Banking
Education
Boston College 2008 — 2012
BA, Economics, French
Institut des Etudes Politiques (Strasbourg, France) 2011 — 2011
Economics, French, Political Science
Milton High School 2004 — 2008
Duyong Lee Duyong Lee's Citizens Financial Group, Inc. Experience July 2014 - August 2014
Job Senior Associate Quantitative Risk Analytics at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company April 2015 - Present
Citizens Financial Group, Inc. July 2014 - August 2014
Deutsche Bank January 2013 - February 2013
Teruten Inc. February 2010 - December 2012
Skills
Matlab, Quantitative Finance, Financial Modeling, Bloomberg Terminal, Time Series Analysis, VBA, C++, R, Volatility Forecast, Stochastic Calculus, Monte Carlo Simulation, HTML, SQL, Python, Microsoft Excel
Education
Boston University Questrom School of Business 2013 — 2015
Master's Degree, Mathematical Finance, 3.84, High Honors
Seoul National University
Bachelor of Science (BS), Industrial Engineering
Harvard Management Company April 2015 - Present
Citizens Financial Group, Inc. July 2014 - August 2014
Deutsche Bank January 2013 - February 2013
Teruten Inc. February 2010 - December 2012
Skills
Matlab, Quantitative Finance, Financial Modeling, Bloomberg Terminal, Time Series Analysis, VBA, C++, R, Volatility Forecast, Stochastic Calculus, Monte Carlo Simulation, HTML, SQL, Python, Microsoft Excel
Education
Boston University Questrom School of Business 2013 — 2015
Master's Degree, Mathematical Finance, 3.84, High Honors
Seoul National University
Bachelor of Science (BS), Industrial Engineering
Aya Metwally (Volunteer Experience) Aya Metwally (Volunteer Experience)'s Citizens Financial Group, Inc. Experience June 2015 - Present
Job RBS Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
RBS Citizens August 2014 - Present
Harvard Business School November 2013 - August 2014
Harvard - MIT Case Competition 2013 - 2013
Commercial International Bank (Chase Bank) June 2006 - May 2009
United Nations Headquarters 2008 - 2009
Skills
NGOs, Economics, Economic Development, Accounting, Finance, Market Research, Banking, Nonprofits, International..., Program Management, Data Analysis, Grant Writing, Management
Education
Harvard Extension School 2011 — 2014
Master of Liberal Arts, Finance
The American University in Cairo 2005 — 2008
Diploma, Political Science and Government
Misr International University 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
Citizens Financial Group, Inc. June 2015 - Present
RBS Citizens August 2014 - Present
Harvard Business School November 2013 - August 2014
Harvard - MIT Case Competition 2013 - 2013
Commercial International Bank (Chase Bank) June 2006 - May 2009
United Nations Headquarters 2008 - 2009
Skills
NGOs, Economics, Economic Development, Accounting, Finance, Market Research, Banking, Nonprofits, International..., Program Management, Data Analysis, Grant Writing, Management
Education
Harvard Extension School 2011 — 2014
Master of Liberal Arts, Finance
The American University in Cairo 2005 — 2008
Diploma, Political Science and Government
Misr International University 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
Kai-Lun(Karen) Chang Kai-Lun(Karen) Chang's Citizens Financial Group, Inc. Experience November 2014 - Present
Job Marketing Analytics Analyst
Industry Market Research
Experience
Citizens Financial Group, Inc. November 2014 - Present
PetEdge August 2014 - August 2014
Center for Marketing Technology of Bentley University September 2013 - May 2014
The Rockport Company June 2013 - August 2013
Cathay United Bank September 2010 - August 2011
Cathay United Bank August 2009 - August 2010
Skills
Data Analysis, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SPSS, Market Research, Finance, Financial Analysis, Statistics, Public Speaking, Financial Services, SAS, SQL
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Business Analytics
National Chung Hsing University 2005 — 2009
Bachelor's degree, Finance, General
Citizens Financial Group, Inc. November 2014 - Present
PetEdge August 2014 - August 2014
Center for Marketing Technology of Bentley University September 2013 - May 2014
The Rockport Company June 2013 - August 2013
Cathay United Bank September 2010 - August 2011
Cathay United Bank August 2009 - August 2010
Skills
Data Analysis, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SPSS, Market Research, Finance, Financial Analysis, Statistics, Public Speaking, Financial Services, SAS, SQL
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Business Analytics
National Chung Hsing University 2005 — 2009
Bachelor's degree, Finance, General
Mike Michaelson's Citizens Financial Group, Inc. Experience May 2015 - Present
Job Financial Advisor with Citizens Investments
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Brian Connolly Brian Connolly's Citizens Financial Group, Inc. Experience January 2012 - Present
Job Strategy & Administration, Citizens Financial Group
Industry Facilities Services
Experience
Citizens Financial Group, Inc. January 2012 - Present
Royal Bank of Scotland April 2010 - January 2012
Royal Bank of Scotland January 2008 - April 2010
Bank of America April 2005 - December 2007
Bank of America November 2003 - April 2005
Fleet Boston 1998 - 2004
Fleet Financial Group 1984 - 1998
The MAC Group 1980 - 1982
Skills
Credit Cards, Portfolio Management, Retail Banking, Relationship Management, Financial Risk, Risk Management, Merchant Services, Wealth Management, Mergers, Financial Modeling, Electronic Payments, Commercial Banking, Banking, Business Development, Credit, Credit Analysis, Executive Management, Commercial Lending, Financial Services, Investments, Loans, Management, Mergers, Strategy
Education
Yale University - Yale School of Management 1982 — 1984
MBA
Bowdoin College 1975 — 1979
BA
Citizens Financial Group, Inc. January 2012 - Present
Royal Bank of Scotland April 2010 - January 2012
Royal Bank of Scotland January 2008 - April 2010
Bank of America April 2005 - December 2007
Bank of America November 2003 - April 2005
Fleet Boston 1998 - 2004
Fleet Financial Group 1984 - 1998
The MAC Group 1980 - 1982
Skills
Credit Cards, Portfolio Management, Retail Banking, Relationship Management, Financial Risk, Risk Management, Merchant Services, Wealth Management, Mergers, Financial Modeling, Electronic Payments, Commercial Banking, Banking, Business Development, Credit, Credit Analysis, Executive Management, Commercial Lending, Financial Services, Investments, Loans, Management, Mergers, Strategy
Education
Yale University - Yale School of Management 1982 — 1984
MBA
Bowdoin College 1975 — 1979
BA
Zeb Jackson Zeb Jackson's Citizens Financial Group, Inc. Experience October 2012 - Present
Job Wealth Accumulation, Protection, Preservation and Transfer
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2012 - Present
Fifth Third Securities 2002 - 2010
Education
Bowling Green State University 1989 — 1994
Citizens Financial Group, Inc. October 2012 - Present
Fifth Third Securities 2002 - 2010
Education
Bowling Green State University 1989 — 1994
Eli Rodrigues's Citizens Financial Group, Inc. Experience June 2011 - August 2011
Job J.D./M.B.A./LL.M. in Taxation Candidate, 2017
Industry Financial Services
Experience
Investor Rights Clinic, University of Miami School of Law January 2015 - May 2015
U.S. Securities and Exchange Commission January 2015 - May 2015
Investor Rights Clinic, University of Miami School of Law May 2014 - July 2014
Citizens Financial Group, Inc. June 2011 - August 2011
Swan Dyeing and Printing Corp June 2009 - August 2010
DormNoise LLC June 2009 - August 2010
Skills
Excel, PowerPoint, Word, Outlook, HTML, Python, SQL, Photoshop, Windows, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Spanish, Teamwork, Marketing, Access
Education
University of Miami School of Law 2013 — 2016
Juris Doctor (J.D.) and Latin Legum Magister (LL.M.) in Taxation
Boston University - School of Management 2009 — 2013
Bachelor of Science in Business Administration, Concentration: Corporate Law
Investor Rights Clinic, University of Miami School of Law January 2015 - May 2015
U.S. Securities and Exchange Commission January 2015 - May 2015
Investor Rights Clinic, University of Miami School of Law May 2014 - July 2014
Citizens Financial Group, Inc. June 2011 - August 2011
Swan Dyeing and Printing Corp June 2009 - August 2010
DormNoise LLC June 2009 - August 2010
Skills
Excel, PowerPoint, Word, Outlook, HTML, Python, SQL, Photoshop, Windows, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Spanish, Teamwork, Marketing, Access
Education
University of Miami School of Law 2013 — 2016
Juris Doctor (J.D.) and Latin Legum Magister (LL.M.) in Taxation
Boston University - School of Management 2009 — 2013
Bachelor of Science in Business Administration, Concentration: Corporate Law
Catherine Medina-Perez, MSW's Citizens Financial Group, Inc. Experience September 2014 - May 2015
Job BNY Mellon YouthLeaders Program Manager
Industry Philanthropy
Experience
BNY Mellon January 2015 - Present
Citizens Financial Group, Inc. September 2014 - May 2015
Boston University Center for Addictions Research & Services June 2014 - December 2014
Boston University School of Social Work June 2014 - December 2014
Hyde Square Task Force February 2011 - June 2014
Hyde Square Task Force September 2013 - May 2014
Hyde Square Task Force February 2011 - June 2011
City of Boston June 2009 - February 2011
Hyde Square Task Force November 2007 - May 2009
Hyde Square Task Force August 2007 - October 2007
Education
Boston University 2012 — 2015
Master's degree
Suffolk University 2007 — 2011
Bachelors of Science
BNY Mellon January 2015 - Present
Citizens Financial Group, Inc. September 2014 - May 2015
Boston University Center for Addictions Research & Services June 2014 - December 2014
Boston University School of Social Work June 2014 - December 2014
Hyde Square Task Force February 2011 - June 2014
Hyde Square Task Force September 2013 - May 2014
Hyde Square Task Force February 2011 - June 2011
City of Boston June 2009 - February 2011
Hyde Square Task Force November 2007 - May 2009
Hyde Square Task Force August 2007 - October 2007
Education
Boston University 2012 — 2015
Master's degree
Suffolk University 2007 — 2011
Bachelors of Science
Jacob Vick's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Capital Markets Analyst at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group, Inc. June 2015 - Present
Babson College September 2013 - May 2015
State Street May 2014 - August 2014
Business Opportunities in Africa Research Project June 2013 - July 2013
Audire Kit September 2012 - May 2013
The City of Frisco May 2012 - July 2012
Education
Babson College 2012 — 2015
Bachelor of Science (BS), Finance and Legal Studies
Wakeland High School
Citizens Financial Group, Inc. June 2015 - Present
Babson College September 2013 - May 2015
State Street May 2014 - August 2014
Business Opportunities in Africa Research Project June 2013 - July 2013
Audire Kit September 2012 - May 2013
The City of Frisco May 2012 - July 2012
Education
Babson College 2012 — 2015
Bachelor of Science (BS), Finance and Legal Studies
Wakeland High School
Peter Crowley's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Associate Financial Analyst at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Pegasystems May 2014 - August 2014
City of Cambridge June 2012 - August 2013
Boston College September 2012 - December 2012
Skills
Stata, PowerPoint, Microsoft Excel, PeopleSoft, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Boston College 2011 — 2015
B.S., Business Management (Finance Concentration), B.A. Economics
Citizens Financial Group, Inc. June 2015 - Present
Pegasystems May 2014 - August 2014
City of Cambridge June 2012 - August 2013
Boston College September 2012 - December 2012
Skills
Stata, PowerPoint, Microsoft Excel, PeopleSoft, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Boston College 2011 — 2015
B.S., Business Management (Finance Concentration), B.A. Economics
Marina Capalbo Marina Capalbo's Citizens Financial Group, Inc. Experience 2014 - Present
Job Analyst at Citizens Financial Group, Capital Markets
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2014 - Present
NESN September 2013 - December 2013
National Health Services, Jubilee Street Practice June 2013 - July 2013
Just4Real, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Minitab, Social Media, PowerPoint, Microsoft Word, Public Speaking, Financial Modeling, Access, Analysis, Leadership
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Finance, General, 3.76/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Environmental Economics and Sustainable Development, A
Citizens Financial Group, Inc. 2014 - Present
NESN September 2013 - December 2013
National Health Services, Jubilee Street Practice June 2013 - July 2013
Just4Real, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Minitab, Social Media, PowerPoint, Microsoft Word, Public Speaking, Financial Modeling, Access, Analysis, Leadership
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Finance, General, 3.76/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Environmental Economics and Sustainable Development, A
Tuyet-Minh Hoang's Citizens Financial Group, Inc. Experience July 2007 - September 2009
Job Financial Solutions Advisor, VP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Shashank Juvekar - MBA, CPA Shashank Juvekar - MBA, CPA's Citizens Financial Group, Inc. Experience July 2015 - Present
Job Portfolio Manager at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. July 2015 - Present
RBS Citizens May 2013 - July 2015
Brown Brothers Harriman September 2012 - May 2013
Deloitte & Touche LLP June 2011 - 2012
DIAMOND RESORTS INTERNATIONAL (DRI) June 2010 - August 2010
GLOBAL ATLANTIC PARTNERS, LLC August 2009 - February 2010
ENM CHARTERED ACCOUNTANTS 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, US GAAP, Financial Statements, Hedge Funds, Valuation, Bloomberg, Risk Management, Budgets, Management, Investments, Equities, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
MBA in International Finance, (International Investments/Corporate Finance)
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, USA
Certified Public Accountant
The Institute of Chartered Accountants of India
University of Mumbai
Bachelors & Masters Part 1, Accounting
University of Mumbai
Citizens Financial Group, Inc. July 2015 - Present
RBS Citizens May 2013 - July 2015
Brown Brothers Harriman September 2012 - May 2013
Deloitte & Touche LLP June 2011 - 2012
DIAMOND RESORTS INTERNATIONAL (DRI) June 2010 - August 2010
GLOBAL ATLANTIC PARTNERS, LLC August 2009 - February 2010
ENM CHARTERED ACCOUNTANTS 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, US GAAP, Financial Statements, Hedge Funds, Valuation, Bloomberg, Risk Management, Budgets, Management, Investments, Equities, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
MBA in International Finance, (International Investments/Corporate Finance)
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, USA
Certified Public Accountant
The Institute of Chartered Accountants of India
University of Mumbai
Bachelors & Masters Part 1, Accounting
University of Mumbai
Emma Morse's Citizens Financial Group, Inc. Experience June 2015 - August 2015
Job Commercial Banking Intern at Citizens Bank
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - August 2015
MassEcon January 2015 - May 2015
The Hartford May 2014 - August 2014
Skills
Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Leadership Development, Customer Service
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science in Economics-Finance, Minor in Spanish
Rocky Hill High School 2009 — 2012
Citizens Financial Group, Inc. June 2015 - August 2015
MassEcon January 2015 - May 2015
The Hartford May 2014 - August 2014
Skills
Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Leadership Development, Customer Service
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science in Economics-Finance, Minor in Spanish
Rocky Hill High School 2009 — 2012
Heather Hersey's Citizens Financial Group, Inc. Experience May 2015 - Present
Job Wealth Planning and Investment Consultant, Private Client Account Executive, Relationship Management
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Marcio Kobayashi Marcio Kobayashi's Citizens Financial Group, Inc. Experience August 2009 - Present
Job retail pharmacy
Industry Banking
Experience
CVS Pharmacy December 2009 - Present
Citizens Financial Group, Inc. August 2009 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, English, Research, Sales, Leadership, Windows, Outlook, Management, Customer Service, Microsoft Word
Education
University of Phoenix 2012 — 2013
English
University of Rhode Island 2006 — 2008
English as second language
Universidade de Mogi das Cruzes 2001 — 2005
Bachelor of Pharmacy (BPharm), Health/Medical Physics
CVS Pharmacy December 2009 - Present
Citizens Financial Group, Inc. August 2009 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, English, Research, Sales, Leadership, Windows, Outlook, Management, Customer Service, Microsoft Word
Education
University of Phoenix 2012 — 2013
English
University of Rhode Island 2006 — 2008
English as second language
Universidade de Mogi das Cruzes 2001 — 2005
Bachelor of Pharmacy (BPharm), Health/Medical Physics
Jared Wilbur, CFE, CICA Jared Wilbur, CFE, CICA's Citizens Financial Group, Inc. Experience August 2006 - May 2007
Job Vice President and Fraud Prevention Director at Citizens Bank
Industry Banking
Experience
Citizens Bank May 2007 - Present
Association of Certified Fraud Examiners, RI Chapter Inc. July 2004 - July 2014
Citizens Financial Group, Inc. August 2006 - May 2007
Citizens Financial Group, Inc. September 2004 - August 2006
Rhode Island Fraud Investigators' Association 2003 - 2005
Citizens Bank August 2001 - September 2004
Citizens Bank February 2000 - August 2001
Borders, Garden City, RI 1996 - 2001
Citizens Bank November 1997 - February 2000
Skills
Fraud, Risk Management, Certified Fraud Examiner, Corporate Security, Private Investigations, Computer Forensics, Fraud Detection, Physical Security, Investigation, Banking, Risk Assessment, Operational Risk..., Forensic Analysis, Financial Risk, Interrogation, Leadership, Security, Internal Audit, Enterprise Risk..., Six Sigma, Evidence, Security Management, Cybercrime, AML, Counterterrorism, Strategy, Security Operations, Auditing, Business Continuity, Training, Forensic Accounting, Surveillance, Interviews, Internal Investigations, Background Checks, Executive Protection, Enforcement, Intelligence, Risk Analysis, Fraud Investigations, Fraud Prevention, Criminal Investigations, Internal Controls, Crisis Management, Vulnerability Assessment, Fraud Risk Assessment, Interviews and..., Lean Six Sigma, FTK, Anti Money Laundering
Education
Providence College 1994 — 1998
BA, Community and Public Service Studies
Babson College 2008 — 2008
Advanced Leadership Development Program
Citizens Bank May 2007 - Present
Association of Certified Fraud Examiners, RI Chapter Inc. July 2004 - July 2014
Citizens Financial Group, Inc. August 2006 - May 2007
Citizens Financial Group, Inc. September 2004 - August 2006
Rhode Island Fraud Investigators' Association 2003 - 2005
Citizens Bank August 2001 - September 2004
Citizens Bank February 2000 - August 2001
Borders, Garden City, RI 1996 - 2001
Citizens Bank November 1997 - February 2000
Skills
Fraud, Risk Management, Certified Fraud Examiner, Corporate Security, Private Investigations, Computer Forensics, Fraud Detection, Physical Security, Investigation, Banking, Risk Assessment, Operational Risk..., Forensic Analysis, Financial Risk, Interrogation, Leadership, Security, Internal Audit, Enterprise Risk..., Six Sigma, Evidence, Security Management, Cybercrime, AML, Counterterrorism, Strategy, Security Operations, Auditing, Business Continuity, Training, Forensic Accounting, Surveillance, Interviews, Internal Investigations, Background Checks, Executive Protection, Enforcement, Intelligence, Risk Analysis, Fraud Investigations, Fraud Prevention, Criminal Investigations, Internal Controls, Crisis Management, Vulnerability Assessment, Fraud Risk Assessment, Interviews and..., Lean Six Sigma, FTK, Anti Money Laundering
Education
Providence College 1994 — 1998
BA, Community and Public Service Studies
Babson College 2008 — 2008
Advanced Leadership Development Program
Jim Paige's Citizens Financial Group, Inc. Experience April 2014 - August 2015
Job Personal Financial Associate at First Niagara Financial Group, Inc.
Industry Financial Services
Experience
First Niagara Financial Group, Inc. September 2015 - Present
Citizens Financial Group, Inc. April 2014 - August 2015
Liberty Mutual Insurance January 2014 - April 2014
Citizens Investment Services October 2012 - January 2014
Citizens Bank June 2011 - October 2012
Amberjack Construction Corp. January 2007 - June 2011
Skills
Investments, Banking, Finance, Sales, Strategic Financial..., Loans, Insurance, Customer Service, Wealth Management, Leadership, Retirement, Credit, Retail Banking, Critical Thinking, Loan Origination, Retirement Planning, Series 6, Financial Services, Asset Management, Life Insurance, Relationship Management, Asset Allocation, Mortgage Lending, Fixed Annuities, Public Speaking, Cash Management, 401k, Marketing, Fixed Income, Wealth, Equities, Bonds, Time Management, Risk Management, Economics, Commercial Lending, Variable Annuities, IRAs, Management, Securities, Financial Risk, Credit Analysis
Education
SUNY SCCC 2014 — 2016
Associate of Applied Science, Accounting
Bryant & Stratton College - Main Syracuse
Financial Securities Certificate, Series 6 & 63
Bryant & Stratton College - Albany
Certificate, Property & Caualty Insurance
Bryant & Stratton College - Albany
Certificate, Life, Accident & Health Insurance
First Niagara Financial Group, Inc. September 2015 - Present
Citizens Financial Group, Inc. April 2014 - August 2015
Liberty Mutual Insurance January 2014 - April 2014
Citizens Investment Services October 2012 - January 2014
Citizens Bank June 2011 - October 2012
Amberjack Construction Corp. January 2007 - June 2011
Skills
Investments, Banking, Finance, Sales, Strategic Financial..., Loans, Insurance, Customer Service, Wealth Management, Leadership, Retirement, Credit, Retail Banking, Critical Thinking, Loan Origination, Retirement Planning, Series 6, Financial Services, Asset Management, Life Insurance, Relationship Management, Asset Allocation, Mortgage Lending, Fixed Annuities, Public Speaking, Cash Management, 401k, Marketing, Fixed Income, Wealth, Equities, Bonds, Time Management, Risk Management, Economics, Commercial Lending, Variable Annuities, IRAs, Management, Securities, Financial Risk, Credit Analysis
Education
SUNY SCCC 2014 — 2016
Associate of Applied Science, Accounting
Bryant & Stratton College - Main Syracuse
Financial Securities Certificate, Series 6 & 63
Bryant & Stratton College - Albany
Certificate, Property & Caualty Insurance
Bryant & Stratton College - Albany
Certificate, Life, Accident & Health Insurance
R. André Chapman, MCJ R. André Chapman, MCJ's Citizens Financial Group, Inc. Experience August 2015 - Present
Job AntiMoney Laundering Investigator
Industry Banking
Experience
Citizens Financial Group, Inc. August 2015 - Present
Holistic Life Baptist Church Ministries March 2006 - Present
Rakeem-Andre Music, S.P. February 2005 - Present
Free the Captive Ministry June 2013 - Present
Self Employed Tutor February 2013 - Present
Education
Boston University 2010 — 2011
Master's Degree in Criminal Justice
Hamilton College 2003 — 2007
Bachelor of Arts Degree
Snowden International School at Copley 1999 — 2003
HS Diploma, Magna Cum Laude
Citizens Financial Group, Inc. August 2015 - Present
Holistic Life Baptist Church Ministries March 2006 - Present
Rakeem-Andre Music, S.P. February 2005 - Present
Free the Captive Ministry June 2013 - Present
Self Employed Tutor February 2013 - Present
Education
Boston University 2010 — 2011
Master's Degree in Criminal Justice
Hamilton College 2003 — 2007
Bachelor of Arts Degree
Snowden International School at Copley 1999 — 2003
HS Diploma, Magna Cum Laude
Michael W. Crevda Michael W. Crevda's Citizens Financial Group, Inc. Experience October 2014 - Present
Job SVP Business Banking Relationship Manager at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
RBS Citizens, N.A. July 2008 - Present
Charter One Bank May 2005 - Present
Key Bank April 1999 - May 2005
Skills
Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Retail Banking, Consumer Lending, Underwriting, Mortgage Lending, Loan Origination, Finance, Risk Management, Credit Risk, Cross Selling, Financial Analysis, Cash Management, Relationship Management, Financial Risk, Financial Services
Education
Baldwin Wallace University 2002 — 2004
MBA, Business & Systems Management
Kent State University 1989 — 1994
Bachelors, Journalism & Mass Communications
Citizens Financial Group, Inc. October 2014 - Present
RBS Citizens, N.A. July 2008 - Present
Charter One Bank May 2005 - Present
Key Bank April 1999 - May 2005
Skills
Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Retail Banking, Consumer Lending, Underwriting, Mortgage Lending, Loan Origination, Finance, Risk Management, Credit Risk, Cross Selling, Financial Analysis, Cash Management, Relationship Management, Financial Risk, Financial Services
Education
Baldwin Wallace University 2002 — 2004
MBA, Business & Systems Management
Kent State University 1989 — 1994
Bachelors, Journalism & Mass Communications
Princy Irfan Princy Irfan's Citizens Financial Group, Inc. Experience September 2014 - Present
Job Business Performance Analyst at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. September 2014 - Present
Citizens Financial Group, Inc. July 2013 - September 2014
TD April 2012 - June 2013
RBS Business Services Pvt Ltd January 1996 - January 2011
DHL January 1995 - January 1996
Skills
Management, Process Improvement, Banking, Risk Management, Financial Risk, Vendor Management, Retail Banking, Commercial Banking, Leadership, Procedure Development
Education
Symbiosis Institute of Management Sciences 2000 — 2003
Masters Diploma, Business Administration
Ethiraj College For Women 1990 — 1993
Bachelor of Science, Foods, Nutrition, and Related Services
Citizens Financial Group, Inc. September 2014 - Present
Citizens Financial Group, Inc. July 2013 - September 2014
TD April 2012 - June 2013
RBS Business Services Pvt Ltd January 1996 - January 2011
DHL January 1995 - January 1996
Skills
Management, Process Improvement, Banking, Risk Management, Financial Risk, Vendor Management, Retail Banking, Commercial Banking, Leadership, Procedure Development
Education
Symbiosis Institute of Management Sciences 2000 — 2003
Masters Diploma, Business Administration
Ethiraj College For Women 1990 — 1993
Bachelor of Science, Foods, Nutrition, and Related Services
CT Narayanan CT Narayanan's Citizens Financial Group, Inc. Experience February 2013 - Present
Job Senior Quantitative Analyst at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. February 2013 - Present
Global Analytics May 2009 - March 2010
Skills
MS Office Suite, SQL, Unix, Quantitative, Reasoning, Analysis, Analytics, Actuarial Science, Kakuro, Futoshiki, Sudoku, KenKen, Internet Research, Economics, Enterprise Risk..., Microsoft Office, Online Research, SAS, Career Counseling, Networking, Google Analytics, Google Adwords, Web Analytics, HTML, Corporate Finance, Predictive Modeling, VBA, Statistics, Statistical Modeling, Data Analysis, Data Mining, R, SAS programming, Financial Modeling, Business Intelligence, Market Research, Market Analysis, Competitive Analysis, Risk Management, Marketing Research, Matlab, Prophet, Solvency II, Economic Capital, Embedded Value, Finance, ALM, Quantitative Finance, Reinsurance, Valuation
Education
University of Connecticut 2011 — 2012
Master's degree, Actuarial Science
Velammal Engineering College 2005 — 2009
Bachelor of Engineering (BE), Electronics and Communication Engineering, 3.74
Velammal Matriculation Higher Secondary School 2003 — 2005
HSC, Maths, Physics, Chemistry, Computer Science, French, 4.0
Citizens Financial Group, Inc. February 2013 - Present
Global Analytics May 2009 - March 2010
Skills
MS Office Suite, SQL, Unix, Quantitative, Reasoning, Analysis, Analytics, Actuarial Science, Kakuro, Futoshiki, Sudoku, KenKen, Internet Research, Economics, Enterprise Risk..., Microsoft Office, Online Research, SAS, Career Counseling, Networking, Google Analytics, Google Adwords, Web Analytics, HTML, Corporate Finance, Predictive Modeling, VBA, Statistics, Statistical Modeling, Data Analysis, Data Mining, R, SAS programming, Financial Modeling, Business Intelligence, Market Research, Market Analysis, Competitive Analysis, Risk Management, Marketing Research, Matlab, Prophet, Solvency II, Economic Capital, Embedded Value, Finance, ALM, Quantitative Finance, Reinsurance, Valuation
Education
University of Connecticut 2011 — 2012
Master's degree, Actuarial Science
Velammal Engineering College 2005 — 2009
Bachelor of Engineering (BE), Electronics and Communication Engineering, 3.74
Velammal Matriculation Higher Secondary School 2003 — 2005
HSC, Maths, Physics, Chemistry, Computer Science, French, 4.0
Geoffry Gilton's Citizens Financial Group, Inc. Experience March 2013 - Present
Job Executive Leadership, Technology
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. March 2013 - Present
J7 Solutions October 2012 - Present
Virtual Bridges July 2010 - October 2012
GQuotient October 2009 - July 2010
Fidelity Investments, Devonshire Investors, COLT Technology Services January 2006 - June 2009
Fidelity Investments, Devonshire Investors June 2003 - December 2005
Fidelity Investments, Devonshire Investors, KVH Telecom April 2001 - June 2003
Fidelity Investments, Devonshire Investors October 2000 - April 2001
Fidelity Investments, Systems Company, Internet Services & Architecture June 1998 - September 2000
Fidelity Investments, Systems Company, Systems Associate Program June 1996 - June 1998
Skills
Management Consulting, Strategic Planning, Business Strategy, Strategy Development, Product Management, P&L Management, Market Research, Cloud Computing, SaaS, Enterprise Software, Managed Services, Data Center, Start-ups, Product Marketing, Virtualization, Strategic Partnerships, Vendor Management, Competitive Analysis, New Business Development, Business Modeling, IT Strategy, Program Management, Product Development, Telecommunications, Product Strategy, Team Leadership, Contract Negotiations, Team Building, Security, Marketing Strategy, IT Service Management, Strategy, Analytics, Business Development, Business Planning, Change Management, Contract Negotiation, E-commerce, Entrepreneurship, Go-to-market Strategy, ITIL, Integration, Leadership, Management, Networking, Outsourcing, Pre-sales, Professional Services, Project Management, Sales Process
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
Executive Certificate
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA
University of Colorado Boulder 1994 — 1996
MS
University of Colorado Boulder 1990 — 1994
BA
Citizens Financial Group, Inc. March 2013 - Present
J7 Solutions October 2012 - Present
Virtual Bridges July 2010 - October 2012
GQuotient October 2009 - July 2010
Fidelity Investments, Devonshire Investors, COLT Technology Services January 2006 - June 2009
Fidelity Investments, Devonshire Investors June 2003 - December 2005
Fidelity Investments, Devonshire Investors, KVH Telecom April 2001 - June 2003
Fidelity Investments, Devonshire Investors October 2000 - April 2001
Fidelity Investments, Systems Company, Internet Services & Architecture June 1998 - September 2000
Fidelity Investments, Systems Company, Systems Associate Program June 1996 - June 1998
Skills
Management Consulting, Strategic Planning, Business Strategy, Strategy Development, Product Management, P&L Management, Market Research, Cloud Computing, SaaS, Enterprise Software, Managed Services, Data Center, Start-ups, Product Marketing, Virtualization, Strategic Partnerships, Vendor Management, Competitive Analysis, New Business Development, Business Modeling, IT Strategy, Program Management, Product Development, Telecommunications, Product Strategy, Team Leadership, Contract Negotiations, Team Building, Security, Marketing Strategy, IT Service Management, Strategy, Analytics, Business Development, Business Planning, Change Management, Contract Negotiation, E-commerce, Entrepreneurship, Go-to-market Strategy, ITIL, Integration, Leadership, Management, Networking, Outsourcing, Pre-sales, Professional Services, Project Management, Sales Process
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
Executive Certificate
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA
University of Colorado Boulder 1994 — 1996
MS
University of Colorado Boulder 1990 — 1994
BA
Chavez Breakley's Citizens Financial Group, Inc. Experience January 2015 - Present
Job Branch Manager IIII at Citizens Financial Group, INC.
Industry Financial Services
Experience
Citizens Financial Group, Inc. January 2015 - Present
Citizens Financial Group, Inc. December 2014 - January 2015
Citizens Financial Group, Inc. June 2014 - December 2014
Citizens Financial Group, Inc. March 2013 - June 2014
Wells Fargo September 2012 - January 2013
PNC May 2011 - August 2012
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Lines Of Credit, Mortgage Lending, Credit Analysis, Retail Banking, Cross Selling, Loan Origination, Mortgage Banking, Portfolio Management, Series 63, Deposits, Cash Management, Home Equity Loans, Series 7
Education
American InterContinental University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Citizens Financial Group, Inc. January 2015 - Present
Citizens Financial Group, Inc. December 2014 - January 2015
Citizens Financial Group, Inc. June 2014 - December 2014
Citizens Financial Group, Inc. March 2013 - June 2014
Wells Fargo September 2012 - January 2013
PNC May 2011 - August 2012
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Lines Of Credit, Mortgage Lending, Credit Analysis, Retail Banking, Cross Selling, Loan Origination, Mortgage Banking, Portfolio Management, Series 63, Deposits, Cash Management, Home Equity Loans, Series 7
Education
American InterContinental University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Daniela Visnjic's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Capital Markets Analyst at Citizens Financial Group, Inc.
Industry Investment Banking
Experience
Citizens Financial Group, Inc. June 2015 - Present
Boston University Questrom School of Business September 2013 - Present
Edison Elementary School October 2011 - December 2014
Deloitte June 2014 - August 2014
Arnold Worldwide February 2014 - May 2014
Alpha Delta Pi Sorority November 2012 - February 2014
IDG Enterprise May 2013 - August 2013
Skills
Basic Photoshop, Microsoft Office, Facebook, Photoshop, Social Media, Mac, PowerPoint, Social Networking, Research, Leadership, Marketing, Teamwork, Public Speaking, Event Planning, Microsoft Word, Public Relations, Microsoft Excel, Social Media Marketing, Sales, Teaching, Customer Satisfaction, Media Relations, Recruiting, Time Management, Retail, Marketing Communications, Hospitality, Blogging, Budgets, Management, Press Releases, WordPress, Market Research, Team Leadership, Prezi, Outlook, Capital Budgeting, DCF Valuation, Financial Forecasting
Education
Boston University Questrom School of Business 2011 — 2015
BSBA, Finance & Marketing
Boston University
Wachuett Regional High School
Citizens Financial Group, Inc. June 2015 - Present
Boston University Questrom School of Business September 2013 - Present
Edison Elementary School October 2011 - December 2014
Deloitte June 2014 - August 2014
Arnold Worldwide February 2014 - May 2014
Alpha Delta Pi Sorority November 2012 - February 2014
IDG Enterprise May 2013 - August 2013
Skills
Basic Photoshop, Microsoft Office, Facebook, Photoshop, Social Media, Mac, PowerPoint, Social Networking, Research, Leadership, Marketing, Teamwork, Public Speaking, Event Planning, Microsoft Word, Public Relations, Microsoft Excel, Social Media Marketing, Sales, Teaching, Customer Satisfaction, Media Relations, Recruiting, Time Management, Retail, Marketing Communications, Hospitality, Blogging, Budgets, Management, Press Releases, WordPress, Market Research, Team Leadership, Prezi, Outlook, Capital Budgeting, DCF Valuation, Financial Forecasting
Education
Boston University Questrom School of Business 2011 — 2015
BSBA, Finance & Marketing
Boston University
Wachuett Regional High School
Taylor Welsh Taylor Welsh's Citizens Financial Group, Inc. Experience June 2015 - August 2015
Job Capital Markets Summer Analyst
Industry Investment Banking
Experience
Citizens Financial Group, Inc. June 2015 - August 2015
Birch Capital LLC May 2014 - August 2014
TCG Networks October 2013 - May 2014
OneCase - Student-Run Company September 2012 - May 2013
Family Management Corporation July 2011 - August 2011
Skills
Leadership, Social Media, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Social Media Marketing, Microsoft Word, Photoshop, Editing, Entrepreneurship, Management, Real Estate Investment, EB-5 Investment, Financial Analysis
Education
Babson College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Hong Kong Polytechnic University 2014 — 2014
Bachelor's Degree
Lick-Wilmerding High School 2008 — 2012
Citizens Financial Group, Inc. June 2015 - August 2015
Birch Capital LLC May 2014 - August 2014
TCG Networks October 2013 - May 2014
OneCase - Student-Run Company September 2012 - May 2013
Family Management Corporation July 2011 - August 2011
Skills
Leadership, Social Media, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Social Media Marketing, Microsoft Word, Photoshop, Editing, Entrepreneurship, Management, Real Estate Investment, EB-5 Investment, Financial Analysis
Education
Babson College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Hong Kong Polytechnic University 2014 — 2014
Bachelor's Degree
Lick-Wilmerding High School 2008 — 2012
Todd M. Titus Todd M. Titus's Citizens Financial Group, Inc. Experience December 2014 - Present
Job Senior Legal Analyst at Citizens Financial Group, Inc.
Industry Construction
Experience
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Meghan Driscoll's Citizens Financial Group, Inc. Experience September 2012 - October 2014
Job Speciality Recruiter
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2012 - October 2014
Citizens Financial Group, Inc. April 2007 - September 2012
Citizens Financial Group, Inc. 2006 - 2007
Citizens Financial Group, Inc. 2004 - 2006
Camille's Restaurant 2002 - 2004
Sturdy Memorial Hospital 2001 - 2002
United States Army Reserve 1993 - 2001
Skills
Employee Engagement, Onboarding, Performance Management, Talent Management, Succession Planning, Customer Service, Event Planning, Budgeting, Collaboration, Leadership Development, Budgets, Recruiting, Human Resources, Organizational..., Applicant Tracking..., PeopleSoft, Vendor Management, Talent Acquisition, Hiring, Interviews
Education
Bridgewater State College
BA
Blackstone Millville Regional H.S. 1989 — 1993
Citizens Financial Group, Inc. September 2012 - October 2014
Citizens Financial Group, Inc. April 2007 - September 2012
Citizens Financial Group, Inc. 2006 - 2007
Citizens Financial Group, Inc. 2004 - 2006
Camille's Restaurant 2002 - 2004
Sturdy Memorial Hospital 2001 - 2002
United States Army Reserve 1993 - 2001
Skills
Employee Engagement, Onboarding, Performance Management, Talent Management, Succession Planning, Customer Service, Event Planning, Budgeting, Collaboration, Leadership Development, Budgets, Recruiting, Human Resources, Organizational..., Applicant Tracking..., PeopleSoft, Vendor Management, Talent Acquisition, Hiring, Interviews
Education
Bridgewater State College
BA
Blackstone Millville Regional H.S. 1989 — 1993
Erica Morris's Citizens Financial Group, Inc. Experience March 2015 - Present
Job at
Industry Banking
Experience
Citizens Financial Group, Inc. March 2015 - Present
Citizens Financial Group, Inc. July 2014 - March 2015
Citizens Financial Group, Inc. June 2013 - June 2014
Anton Enterprises, Inc. February 2012 - May 2013
Westfield Bank May 2008 - January 2012
RI State Government Department of Revenue January 2011 - May 2011
Skills
Banking, Corporate Tax, Tax Accounting, Accounting, Financial Analysis, Oracle E-Business Suite, Essbase, Microsoft Excel, Microsoft Office, Data Analysis
Education
Bentley University 2011 — 2013
Master of Science (MS), Taxation
Providence College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Citizens Financial Group, Inc. March 2015 - Present
Citizens Financial Group, Inc. July 2014 - March 2015
Citizens Financial Group, Inc. June 2013 - June 2014
Anton Enterprises, Inc. February 2012 - May 2013
Westfield Bank May 2008 - January 2012
RI State Government Department of Revenue January 2011 - May 2011
Skills
Banking, Corporate Tax, Tax Accounting, Accounting, Financial Analysis, Oracle E-Business Suite, Essbase, Microsoft Excel, Microsoft Office, Data Analysis
Education
Bentley University 2011 — 2013
Master of Science (MS), Taxation
Providence College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Kate (Collins) Peterson Kate (Collins) Peterson's Citizens Financial Group, Inc. Experience April 2007 - Present
Job Vice President, Counsel at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. April 2007 - Present
Hinckley, Allen & Snyder LLP November 2003 - April 2007
Sullivan & Worcester LLP May 2000 - September 2003
Skills
Employment Law, Corporate Governance, Corporate Law, Arbitration, Commercial Litigation, Legal Research, Litigation, Securities Regulation, Legal Writing, Legal Advice, Privacy Law, Legal Compliance, Bankruptcy, Licensing, Mediation, Banking Law, Intellectual Property, Litigation Management
Education
Boston University Schoold of Public Health 1998 — 2000
Masters in Public Health, Health Law & Bioethics Concentration
Boston University School of Law 1996 — 1999
Juris Doctor, Health Law Concentration
Providence College 1991 — 1995
Bachelor of Arts, Political Science, Magna cum laude
Citizens Financial Group, Inc. April 2007 - Present
Hinckley, Allen & Snyder LLP November 2003 - April 2007
Sullivan & Worcester LLP May 2000 - September 2003
Skills
Employment Law, Corporate Governance, Corporate Law, Arbitration, Commercial Litigation, Legal Research, Litigation, Securities Regulation, Legal Writing, Legal Advice, Privacy Law, Legal Compliance, Bankruptcy, Licensing, Mediation, Banking Law, Intellectual Property, Litigation Management
Education
Boston University Schoold of Public Health 1998 — 2000
Masters in Public Health, Health Law & Bioethics Concentration
Boston University School of Law 1996 — 1999
Juris Doctor, Health Law Concentration
Providence College 1991 — 1995
Bachelor of Arts, Political Science, Magna cum laude
Andrew Cardoza's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Leveraged Finance Analyst at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. June 2015 - Present
Boston University Questrom School of Business September 2012 - May 2015
Dunkin' Brands May 2013 - August 2014
Commonwealth of Massachusetts January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Finance, Research, Leadership, Teamwork
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance, Cum Laude
Citizens Financial Group, Inc. June 2015 - Present
Boston University Questrom School of Business September 2012 - May 2015
Dunkin' Brands May 2013 - August 2014
Commonwealth of Massachusetts January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Finance, Research, Leadership, Teamwork
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance, Cum Laude
Todd Weintraub Todd Weintraub's Citizens Financial Group, Inc. Experience January 2005 - January 2006
Job Experienced Board of Directors Member and Public Company Chief Financial Officer
Industry Accounting
Experience
International Matex Tank Terminals November 2008 - Present
Atlantic Aviation November 2008 - Present
Macquarie Bank Limited 2005 - Present
Macquarie Renewable Energy Holdings December 2012 - June 2015
Hawaii Gas Company November 2008 - June 2015
Macquarie Infrastructure Company May 2005 - June 2015
District Energy November 2008 - August 2014
Parking Company of America November 2008 - September 2010
Citizens Financial Group, Inc. January 2005 - January 2006
Pathmark Stores, Inc. February 2004 - May 2005
Skills
Finance, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Private Equity, Management, Sarbanes-Oxley Act, Internal Controls, Valuation, Accounting, SEC filings, Auditing, Tax, Investment Banking, Capital Markets, Risk Management, Restructuring, Corporate Governance
Education
Siena College 1988 — 1990
Bachelor of Business Administration (B.B.A.), Accounting, 3.6/4.0
State University of New York at Binghamton 1981 — 1985
NA
International Matex Tank Terminals November 2008 - Present
Atlantic Aviation November 2008 - Present
Macquarie Bank Limited 2005 - Present
Macquarie Renewable Energy Holdings December 2012 - June 2015
Hawaii Gas Company November 2008 - June 2015
Macquarie Infrastructure Company May 2005 - June 2015
District Energy November 2008 - August 2014
Parking Company of America November 2008 - September 2010
Citizens Financial Group, Inc. January 2005 - January 2006
Pathmark Stores, Inc. February 2004 - May 2005
Skills
Finance, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Private Equity, Management, Sarbanes-Oxley Act, Internal Controls, Valuation, Accounting, SEC filings, Auditing, Tax, Investment Banking, Capital Markets, Risk Management, Restructuring, Corporate Governance
Education
Siena College 1988 — 1990
Bachelor of Business Administration (B.B.A.), Accounting, 3.6/4.0
State University of New York at Binghamton 1981 — 1985
NA
Terrence Q. Jones Terrence Q. Jones's Citizens Financial Group, Inc. Experience August 2015 - Present
Job VP, Contact Center Sr. Manager at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. August 2015 - Present
Taylor Jones Consulting 2008 - Present
The Herb Chambers Companies February 2015 - July 2015
Clay Chevrolet October 2014 - January 2015
MassBay Community College 2009 - 2011
Bank of America - Global Commercial Client Treasury Services 2007 - 2008
Bank of America - Global Wealth & Investment Mgmt./Business Banking 2003 - 2007
Genuity Inc 2000 - 2002
Fleet Boston Financial - Retail Distribution/Executive Admin. 1997 - 2000
International Data Group (IDG) 1990 - 1997
Education
Salem State University
BS, Business Administration
Bentley University
Accounting Course Study
Boston College
Sales, Distribution, and Marketing Operations, General
Citizens Financial Group, Inc. August 2015 - Present
Taylor Jones Consulting 2008 - Present
The Herb Chambers Companies February 2015 - July 2015
Clay Chevrolet October 2014 - January 2015
MassBay Community College 2009 - 2011
Bank of America - Global Commercial Client Treasury Services 2007 - 2008
Bank of America - Global Wealth & Investment Mgmt./Business Banking 2003 - 2007
Genuity Inc 2000 - 2002
Fleet Boston Financial - Retail Distribution/Executive Admin. 1997 - 2000
International Data Group (IDG) 1990 - 1997
Education
Salem State University
BS, Business Administration
Bentley University
Accounting Course Study
Boston College
Sales, Distribution, and Marketing Operations, General
Bryan Eger's Citizens Financial Group, Inc. Experience July 2013 - Present
Job Associate (Leverage Finance) in Capital Markets at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. February 2012 - June 2013
HighPoint Capital July 2011 - February 2012
Troon Golf January 2011 - May 2011
Babson College Fund May 2010 - May 2011
North American Management January 2010 - January 2011
ClearEdge Partners December 2007 - January 2010
Atlantic Equity Research February 2008 - October 2008
Skills
Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Investment Banking, Mergers & Acquisitions, Microsoft Office, Financial Analysis, Equities, Leveraged Finance, Finance, Capital IQ, Cash Flow, Syndications, Corporate Finance, Due Diligence, Credit Analysis, Loans, Bloomberg Terminal, Mergers, Microsoft Excel, Financial Statement..., Financial Structuring, Credit, Asset Based Lending, Recapitalizations, LBO, Restructuring, Fixed Income, DCF, Cash Flow Lending, Financial Accounting, Loan Origination
Education
Babson College 2007 — 2011
Bachelor's of Science, Finance & Economics
Tabor Academy 2003 — 2007
HS Diploma, Liberal Arts
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. February 2012 - June 2013
HighPoint Capital July 2011 - February 2012
Troon Golf January 2011 - May 2011
Babson College Fund May 2010 - May 2011
North American Management January 2010 - January 2011
ClearEdge Partners December 2007 - January 2010
Atlantic Equity Research February 2008 - October 2008
Skills
Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Investment Banking, Mergers & Acquisitions, Microsoft Office, Financial Analysis, Equities, Leveraged Finance, Finance, Capital IQ, Cash Flow, Syndications, Corporate Finance, Due Diligence, Credit Analysis, Loans, Bloomberg Terminal, Mergers, Microsoft Excel, Financial Statement..., Financial Structuring, Credit, Asset Based Lending, Recapitalizations, LBO, Restructuring, Fixed Income, DCF, Cash Flow Lending, Financial Accounting, Loan Origination
Education
Babson College 2007 — 2011
Bachelor's of Science, Finance & Economics
Tabor Academy 2003 — 2007
HS Diploma, Liberal Arts
William Logan William Logan's Citizens Financial Group, Inc. Experience 2015 - Present
Job Senior Vice President
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2015 - Present
Fidelity Investments - Family Office Services 2006 - 2014
Mellon Wealth Management/Now BNY Mellon Wealth Management 1998 - 2006
Eastern Bank & Trust 1996 - 1998
BayBank/BankBoston Private Banking & Trust/Now Bank of America 1993 - 1996
Skills
Portfolio Management, Investments, Sales, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Series 63, Financial Services
Education
Boston University
CFP Program, School of Financial Management
Providence College
Bachelor of Arts
Citizens Financial Group, Inc. 2015 - Present
Fidelity Investments - Family Office Services 2006 - 2014
Mellon Wealth Management/Now BNY Mellon Wealth Management 1998 - 2006
Eastern Bank & Trust 1996 - 1998
BayBank/BankBoston Private Banking & Trust/Now Bank of America 1993 - 1996
Skills
Portfolio Management, Investments, Sales, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Series 63, Financial Services
Education
Boston University
CFP Program, School of Financial Management
Providence College
Bachelor of Arts
Jason Trinidad's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Private Bank Intern
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Mendon Capital Advisors May 2014 - Present
Guidas Pizzeria March 2011 - August 2013
Kmart Corporation March 2012 - August 2012
Skills
Macroeconomics, Microeconomics, Financial Analysis, Financial Accounting, Team Leadership, Stock Market, Computer Science, Microsoft Excel, Microsoft Office, Research, Leadership, Teamwork
Education
Binghamton University 2012 — 2016
Bachelor of Science (BS), Financial Economics
Honeoye-Falls Lima High School 2008 — 2012
Regents diploma with advanced designation, 3.8 GPA
Citizens Financial Group, Inc. June 2015 - Present
Mendon Capital Advisors May 2014 - Present
Guidas Pizzeria March 2011 - August 2013
Kmart Corporation March 2012 - August 2012
Skills
Macroeconomics, Microeconomics, Financial Analysis, Financial Accounting, Team Leadership, Stock Market, Computer Science, Microsoft Excel, Microsoft Office, Research, Leadership, Teamwork
Education
Binghamton University 2012 — 2016
Bachelor of Science (BS), Financial Economics
Honeoye-Falls Lima High School 2008 — 2012
Regents diploma with advanced designation, 3.8 GPA
Uma Velu's Citizens Financial Group, Inc. Experience July 2015 - Present
Job Vice President, Identity/Access Management Architect at Citizens Financial Group, Inc.
Industry Computer Software
Experience
Citizens Financial Group, Inc. July 2015 - Present
Hewlett-Packard August 2011 - June 2015
Hewlett-Packard November 2010 - February 2012
Ascendant Technology May 2010 - November 2010
EDS- Blue Cross Blue Shield of MA August 2008 - May 2010
Blue Cross Blue Shield of Massachusetts January 2007 - September 2008
Collaborative (Client BlueCross) July 2005 - December 2006
Join Together/Boston University School of Public Health 1999 - 2005
Skills
SOA, SOAP, Software Development, EJB, XML, SQL, Identity Management, JPA, JSF, JAXB, JAX-WS, OSB, DataPower, Oracle Web center, Perl, Oracle BPEL, JAXWS, Oracle Identity and..., Oracle BI Publisher, Oracle ADF Development
Education
Boston University 2003 — 2005
MS, Computer science
Pondicherry University 1994 — 1997
MTECH
Madurai Kamaraj University 1987 — 1991
B.S
Citizens Financial Group, Inc. July 2015 - Present
Hewlett-Packard August 2011 - June 2015
Hewlett-Packard November 2010 - February 2012
Ascendant Technology May 2010 - November 2010
EDS- Blue Cross Blue Shield of MA August 2008 - May 2010
Blue Cross Blue Shield of Massachusetts January 2007 - September 2008
Collaborative (Client BlueCross) July 2005 - December 2006
Join Together/Boston University School of Public Health 1999 - 2005
Skills
SOA, SOAP, Software Development, EJB, XML, SQL, Identity Management, JPA, JSF, JAXB, JAX-WS, OSB, DataPower, Oracle Web center, Perl, Oracle BPEL, JAXWS, Oracle Identity and..., Oracle BI Publisher, Oracle ADF Development
Education
Boston University 2003 — 2005
MS, Computer science
Pondicherry University 1994 — 1997
MTECH
Madurai Kamaraj University 1987 — 1991
B.S
Steve Sylven's Citizens Financial Group, Inc. Experience June 2014 - Present
Job Vice President Media Relations at Citizens Financial Group, Inc.
Industry Public Relations and Communications
Experience
Citizens Financial Group, Inc. June 2014 - Present
Shaw's Supermarkets March 2013 - February 2014
SUPERVALU July 2010 - March 2013
Monster September 2008 - March 2010
Monster March 2006 - September 2008
Emerge Public Relations January 2005 - March 2006
Northeastern University November 2003 - January 2005
Millennium Pharmaceuticals February 2001 - August 2003
Faulkner Hospital February 1998 - February 2001
Skills
Social Media, Crisis Communications, Public Relations, Website Development, Social Media Outreach, Press Releases, Strategic Communications, Media Relations, Message Development, Spokesperson, Reputation Management, Digital Strategy, Corporate Communications, Blogging, Newsletters
Education
Boston University
BS
Citizens Financial Group, Inc. June 2014 - Present
Shaw's Supermarkets March 2013 - February 2014
SUPERVALU July 2010 - March 2013
Monster September 2008 - March 2010
Monster March 2006 - September 2008
Emerge Public Relations January 2005 - March 2006
Northeastern University November 2003 - January 2005
Millennium Pharmaceuticals February 2001 - August 2003
Faulkner Hospital February 1998 - February 2001
Skills
Social Media, Crisis Communications, Public Relations, Website Development, Social Media Outreach, Press Releases, Strategic Communications, Media Relations, Message Development, Spokesperson, Reputation Management, Digital Strategy, Corporate Communications, Blogging, Newsletters
Education
Boston University
BS
David Mazza's Citizens Financial Group, Inc. Experience January 2009 - Present
Job Senior Credit Risk Executive
Industry Banking
Experience
Citizens Financial Group, Inc. January 2009 - Present
RBS Citizens Bank, N.A. May 2007 - January 2009
Citigroup May 2000 - May 2007
Federal Reserve Bank of New York April 1997 - May 2000
Federal Reserve Bank of New York January 1994 - April 1997
Federal Reserve Bank of New York November 1989 - January 1994
Skills
Credit Risk, Credit, Portfolio Management, Financial Risk, Capital Markets, Finance, Banking, Commercial Banking, Retail Banking, Risk Management, Financial Analysis, Consumer Lending, Underwriting, Cash Management, Financial Services
Education
New York University 1991 — 1995
MA, Economics
State University of New York at Binghamton 1985 — 1989
B.A., Economics
Citizens Financial Group, Inc. January 2009 - Present
RBS Citizens Bank, N.A. May 2007 - January 2009
Citigroup May 2000 - May 2007
Federal Reserve Bank of New York April 1997 - May 2000
Federal Reserve Bank of New York January 1994 - April 1997
Federal Reserve Bank of New York November 1989 - January 1994
Skills
Credit Risk, Credit, Portfolio Management, Financial Risk, Capital Markets, Finance, Banking, Commercial Banking, Retail Banking, Risk Management, Financial Analysis, Consumer Lending, Underwriting, Cash Management, Financial Services
Education
New York University 1991 — 1995
MA, Economics
State University of New York at Binghamton 1985 — 1989
B.A., Economics
Edward Curd's Citizens Financial Group, Inc. Experience April 2015 - Present
Job VP Business Banking at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. April 2015 - Present
Hegsted Properties June 2004 - Present
Santander Bank, N.A. August 2013 - April 2015
Banco Santander March 2012 - August 2013
Banco Santander November 2010 - March 2012
Sovereign Bank 2008 - November 2010
Sovereign Bank 2006 - 2008
Sovereign Bank November 2004 - 2006
Bank of America July 2002 - November 2004
Skills
Banking, Retail Banking, Credit Risk, Credit, Risk Management, Commercial Banking, Financial Risk, Corporate Finance, Loans, Credit Analysis, Finance, Payments, Cash Management
Education
Boston College 1996 — 2002
Bachelor or Science, Finance and Economics
Citizens Financial Group, Inc. April 2015 - Present
Hegsted Properties June 2004 - Present
Santander Bank, N.A. August 2013 - April 2015
Banco Santander March 2012 - August 2013
Banco Santander November 2010 - March 2012
Sovereign Bank 2008 - November 2010
Sovereign Bank 2006 - 2008
Sovereign Bank November 2004 - 2006
Bank of America July 2002 - November 2004
Skills
Banking, Retail Banking, Credit Risk, Credit, Risk Management, Commercial Banking, Financial Risk, Corporate Finance, Loans, Credit Analysis, Finance, Payments, Cash Management
Education
Boston College 1996 — 2002
Bachelor or Science, Finance and Economics
Jim Nealon's Citizens Financial Group, Inc. Experience 2005 - Present
Job Senior Vice President at Citizens Commercial Banking
Industry Banking
Experience
Citizens Financial Group, Inc. 2005 - Present
Mellon Bank / Citizens Bank 1996 - 2003
Mellon Bank 1992 - 1996
HSBC September 1989 - January 1992
JPMorgan Chase June 1985 - September 1989
Skills
Credit, Commercial Banking, Commercial Lending
Education
Rochester Institute of Technology 1985 — 1992
MBA, Finance, General
State University of New York at Binghamton 1981 — 1985
Bachelor of Science (B.S.), Economics
Citizens Financial Group, Inc. 2005 - Present
Mellon Bank / Citizens Bank 1996 - 2003
Mellon Bank 1992 - 1996
HSBC September 1989 - January 1992
JPMorgan Chase June 1985 - September 1989
Skills
Credit, Commercial Banking, Commercial Lending
Education
Rochester Institute of Technology 1985 — 1992
MBA, Finance, General
State University of New York at Binghamton 1981 — 1985
Bachelor of Science (B.S.), Economics
Sylvia Yarbough's Citizens Financial Group, Inc. Experience November 2014 - Present
Job Strategy, Risk, and Finance Leader
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
Resources Global Professionals 2011 - January 2015
SunTrust Bank 2010 - 2011
Wells Fargo Corporation 2008 - 2011
TIAA-CREF 2007 - 2008
Webster Financial Corporation 1999 - 2007
BB&T 1992 - 1999
Education
Meredith College
Master of Business Administration (MBA), Business/Commerce, General
Barton College
BS, Business concentration Accounting
Citizens Financial Group, Inc. November 2014 - Present
Resources Global Professionals 2011 - January 2015
SunTrust Bank 2010 - 2011
Wells Fargo Corporation 2008 - 2011
TIAA-CREF 2007 - 2008
Webster Financial Corporation 1999 - 2007
BB&T 1992 - 1999
Education
Meredith College
Master of Business Administration (MBA), Business/Commerce, General
Barton College
BS, Business concentration Accounting
Kit Wilson's Citizens Financial Group, Inc. Experience March 2015 - Present
Job Executive Vice President, Deputy General Counsel at Citizens Financial Group, Inc.
Industry Legal Services
Experience
Citizens Financial Group, Inc. March 2015 - Present
JPMorgan September 2004 - March 2015
Simpson Thacher & Bartlett LLP May 1998 - September 2004
Weil Gotshal and Manges September 1997 - May 1998
Skills
Corporate Governance, Securities Regulation, Securities, Corporate Law, Mergers & Acquisitions, Due Diligence, Capital Markets, Cross-border..., International Law, Legal Advice, Corporate Finance, Start-ups, Restructuring, M&A experience, Joint Ventures, Commercial Litigation, IPO
Education
Columbia University School of Law 1994 — 1997
JD, Law
Bates College 1989 — 1993
Bachelor's degree, Double Major in Economics and Russian
Citizens Financial Group, Inc. March 2015 - Present
JPMorgan September 2004 - March 2015
Simpson Thacher & Bartlett LLP May 1998 - September 2004
Weil Gotshal and Manges September 1997 - May 1998
Skills
Corporate Governance, Securities Regulation, Securities, Corporate Law, Mergers & Acquisitions, Due Diligence, Capital Markets, Cross-border..., International Law, Legal Advice, Corporate Finance, Start-ups, Restructuring, M&A experience, Joint Ventures, Commercial Litigation, IPO
Education
Columbia University School of Law 1994 — 1997
JD, Law
Bates College 1989 — 1993
Bachelor's degree, Double Major in Economics and Russian
Mary Kesson's Citizens Financial Group, Inc. Experience 2010 - Present
Job Senior Vice President at Citizens Financial Group (RBS)
Industry Banking
Experience
Citizens Financial Group, Inc. 2010 - Present
Citizens Financial Group, Inc. 2005 - 2010
Citizens Financial Group, Inc. 1998 - 2005
Citizens Bank 1996 - 1998
Citizens Bank 1993 - 1996
Coopers & Lybrand 1985 - 1993
Skills
Loan Origination, Commercial Lending, Credit Risk, Process Improvement, Banking, Commercial Banking
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accountancy
Citizens Financial Group, Inc. 2010 - Present
Citizens Financial Group, Inc. 2005 - 2010
Citizens Financial Group, Inc. 1998 - 2005
Citizens Bank 1996 - 1998
Citizens Bank 1993 - 1996
Coopers & Lybrand 1985 - 1993
Skills
Loan Origination, Commercial Lending, Credit Risk, Process Improvement, Banking, Commercial Banking
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accountancy
Jonathan Hartstone's Citizens Financial Group, Inc. Experience October 2006 - October 2009
Job Director, Strategy, Client & Consumer Services at C Space
Industry Market Research
Experience
C Space August 2015 - Present
Communispace Corporation July 2012 - July 2015
Communispace Corporation October 2009 - July 2012
Citizens Financial Group, Inc. October 2006 - October 2009
Spectrum Associates Market Research August 2005 - September 2006
IAG Research December 2004 - July 2005
Zanthus 2003 - 2003
Spectrum Associates Market Research, Inc. September 2000 - August 2002
Skills
Consumer Insights, Market Research, Brand Planning, Online Communities, Business Strategy, Advertising, Sociology, Psychology, Segmentation, Customer Satisfaction, Customer Loyalty, Marketing Strategy, Online Research, Online Advertising, Online Branding, Online Marketing, Customer Experience, Customer Retention, Customer Engagement, Customer Insight, Retention, Retail Banking, Multi-channel Retail, Retail Packaging, Pet Care, Leisure Industry, Hotels, Diabetes
Education
Boston University 2002 — 2004
MA, Sociology
Boston University 1996 — 2000
BA, Sociology
C Space August 2015 - Present
Communispace Corporation July 2012 - July 2015
Communispace Corporation October 2009 - July 2012
Citizens Financial Group, Inc. October 2006 - October 2009
Spectrum Associates Market Research August 2005 - September 2006
IAG Research December 2004 - July 2005
Zanthus 2003 - 2003
Spectrum Associates Market Research, Inc. September 2000 - August 2002
Skills
Consumer Insights, Market Research, Brand Planning, Online Communities, Business Strategy, Advertising, Sociology, Psychology, Segmentation, Customer Satisfaction, Customer Loyalty, Marketing Strategy, Online Research, Online Advertising, Online Branding, Online Marketing, Customer Experience, Customer Retention, Customer Engagement, Customer Insight, Retention, Retail Banking, Multi-channel Retail, Retail Packaging, Pet Care, Leisure Industry, Hotels, Diabetes
Education
Boston University 2002 — 2004
MA, Sociology
Boston University 1996 — 2000
BA, Sociology
Alex Hofstetter's Citizens Financial Group, Inc. Experience August 2014 - Present
Job Director, Citizens Capital Markets at Citizens Financial Group, Inc.
Industry Capital Markets
Experience
Citizens Financial Group, Inc. August 2014 - Present
Bank of America November 2000 - July 2014
Skills
Investment Properties, Loans, Commercial Lending, Real Estate Economics, Underwriting, Financial Analysis, Credit Analysis
Education
Bryant University 1998 — 2002
MBA, Finance
Assumption College 1991 — 1995
BA, Economics
Citizens Financial Group, Inc. August 2014 - Present
Bank of America November 2000 - July 2014
Skills
Investment Properties, Loans, Commercial Lending, Real Estate Economics, Underwriting, Financial Analysis, Credit Analysis
Education
Bryant University 1998 — 2002
MBA, Finance
Assumption College 1991 — 1995
BA, Economics
Jonathan Mack's Citizens Financial Group, Inc. Experience June 2015 - Present
Job Team Lead, FIU at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. June 2015 - Present
Citizens Financial Group, Inc. September 2014 - June 2015
Citizens Financial Group, Inc. September 2013 - September 2014
Jonathan S. Mack, Attorney at Law December 2009 - September 2013
Western New England School of Law September 2008 - November 2008
Massachusetts Justice Project July 2006 - May 2007
Profit Recovery Systems 2000 - 2004
Skills
Criminal Law, Banking Law, Financial Law, Real Estate Transactions, Business Planning, Litigation, Legal Research, Due Diligence, Legal Assistance, Securities Regulation, Legal Writing, Estate Planning, Mergers & Acquisitions, Courts, Criminal Defense, Hearings
Education
Boston University School of Law 2007 — 2008
LL.M, Banking and Financial Law; Securities and International Financial law
Western New England University School of Law 2004 — 2007
J.D., Law
New England College School of Law 2005 — 2005
International Comparative Criminal Procedure, Restorative Justice and International Human Rights
University at Albany, SUNY 2000 — 2004
B.A., History
Citizens Financial Group, Inc. June 2015 - Present
Citizens Financial Group, Inc. September 2014 - June 2015
Citizens Financial Group, Inc. September 2013 - September 2014
Jonathan S. Mack, Attorney at Law December 2009 - September 2013
Western New England School of Law September 2008 - November 2008
Massachusetts Justice Project July 2006 - May 2007
Profit Recovery Systems 2000 - 2004
Skills
Criminal Law, Banking Law, Financial Law, Real Estate Transactions, Business Planning, Litigation, Legal Research, Due Diligence, Legal Assistance, Securities Regulation, Legal Writing, Estate Planning, Mergers & Acquisitions, Courts, Criminal Defense, Hearings
Education
Boston University School of Law 2007 — 2008
LL.M, Banking and Financial Law; Securities and International Financial law
Western New England University School of Law 2004 — 2007
J.D., Law
New England College School of Law 2005 — 2005
International Comparative Criminal Procedure, Restorative Justice and International Human Rights
University at Albany, SUNY 2000 — 2004
B.A., History
Darrin Sprague's Citizens Financial Group, Inc. Experience April 2015 - Present
Job SVP, Sr. Strategy Program Manager, Corporate Security & Resilience Strategy at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. April 2015 - Present
Citizens Financial Group April 2014 - April 2015
Citizens Bank September 2012 - April 2014
Citizens Bank May 2011 - October 2012
Houghton Mifflin February 2009 - September 2011
Staples April 2006 - February 2009
Teradyne April 2005 - April 2006
Ernst & Young May 1999 - April 2005
Ernst&Young 1999 - 2005
E & Y 1999 - 2005
Skills
IT Audit, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Auditing, Finance, Internal Controls, Sarbanes-Oxley, Accounting, Financial Reporting, Risk Management, Enterprise Risk..., SOX 404, CISA, Management
Education
Bentley University 1992 — 1996
BS, Accountancy
Citizens Financial Group, Inc. April 2015 - Present
Citizens Financial Group April 2014 - April 2015
Citizens Bank September 2012 - April 2014
Citizens Bank May 2011 - October 2012
Houghton Mifflin February 2009 - September 2011
Staples April 2006 - February 2009
Teradyne April 2005 - April 2006
Ernst & Young May 1999 - April 2005
Ernst&Young 1999 - 2005
E & Y 1999 - 2005
Skills
IT Audit, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Auditing, Finance, Internal Controls, Sarbanes-Oxley, Accounting, Financial Reporting, Risk Management, Enterprise Risk..., SOX 404, CISA, Management
Education
Bentley University 1992 — 1996
BS, Accountancy
PJ Doppke's Citizens Financial Group, Inc. Experience October 2014 - Present
Job Head of Treasury Solutions Core Operations at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Citizens Bank August 2013 - September 2014
Citizens Financial Group August 2012 - August 2013
Citizens Financial Group April 2011 - August 2012
Citizens Financial Group July 2008 - April 2011
Cherry Lane Music Publishing January 2007 - May 2008
The Complex A/V October 2001 - January 2007
McAvey Sales & Service July 1998 - July 2000
Skills
Music Education, Music, Recording, Management, Operations Management, Entertainment, Music Production, Banking, Music Industry, Budgets, Retail Banking, Credit, Operational Risk..., Marketing, Operational Risk, Songwriting, Strategy, Cross-functional Team..., Stakeholder Management, Time Management, Sales, Leadership, Risk Management, Finance
Education
Berklee College of Music
Music Business Management
Citizens Financial Group, Inc. October 2014 - Present
Citizens Bank August 2013 - September 2014
Citizens Financial Group August 2012 - August 2013
Citizens Financial Group April 2011 - August 2012
Citizens Financial Group July 2008 - April 2011
Cherry Lane Music Publishing January 2007 - May 2008
The Complex A/V October 2001 - January 2007
McAvey Sales & Service July 1998 - July 2000
Skills
Music Education, Music, Recording, Management, Operations Management, Entertainment, Music Production, Banking, Music Industry, Budgets, Retail Banking, Credit, Operational Risk..., Marketing, Operational Risk, Songwriting, Strategy, Cross-functional Team..., Stakeholder Management, Time Management, Sales, Leadership, Risk Management, Finance
Education
Berklee College of Music
Music Business Management
John (Jay) Gallo's Citizens Financial Group, Inc. Experience April 2014 - December 2014
Job Chief Risk Officer at Sage Bank
Industry Financial Services
Experience
Sage Bank January 2015 - Present
Citizens Financial Group, Inc. April 2014 - December 2014
RMPI Consulting, LLC September 2009 - April 2014
Fair Isaac February 2006 - 2009
John Hancock March 1995 - October 2002
Fleet Management and Recovery Corporation 1992 - 1995
Fleet Financial Group 1989 - 1995
RECOLL Management Corporation 1989 - 1992
Bank of New England 1987 - 1989
United States Navy May 1982 - August 1987
Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1993
MBA, Business
United States Naval Academy 1978 — 1982
B.S., Naval Architecture
Belmont Hill School 1973 — 1978
Sage Bank January 2015 - Present
Citizens Financial Group, Inc. April 2014 - December 2014
RMPI Consulting, LLC September 2009 - April 2014
Fair Isaac February 2006 - 2009
John Hancock March 1995 - October 2002
Fleet Management and Recovery Corporation 1992 - 1995
Fleet Financial Group 1989 - 1995
RECOLL Management Corporation 1989 - 1992
Bank of New England 1987 - 1989
United States Navy May 1982 - August 1987
Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1993
MBA, Business
United States Naval Academy 1978 — 1982
B.S., Naval Architecture
Belmont Hill School 1973 — 1978
Jason Ruel's Citizens Financial Group, Inc. Experience July 2014 - Present
Job Financial Consultant at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
Allison Gauthier's Citizens Financial Group, Inc. Experience October 2014 - Present
Job Senior Vice President at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Bank of America Merrill Lynch August 1991 - Present
Bank of America 1991 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Masters, Finance
Rhodes College 1981 — 1985
BA, Economics, Business Admin
Citizens Financial Group, Inc. October 2014 - Present
Bank of America Merrill Lynch August 1991 - Present
Bank of America 1991 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Masters, Finance
Rhodes College 1981 — 1985
BA, Economics, Business Admin
Jay DeRienzo's Citizens Financial Group, Inc. Experience April 2010 - Present
Job VP, Portfolio Manager at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. April 2010 - Present
Sovereign Bank February 2008 - April 2010
Sovereign Bank June 2006 - February 2008
Skills
Commercial Lending, Credit Analysis, Finance, Loans, Portfolio Management, Banking, Credit, Credit Risk, Small Business Lending, Financial Risk
Education
Babson College 2001 — 2005
B.S., Finance, Business Administration
Citizens Financial Group, Inc. April 2010 - Present
Sovereign Bank February 2008 - April 2010
Sovereign Bank June 2006 - February 2008
Skills
Commercial Lending, Credit Analysis, Finance, Loans, Portfolio Management, Banking, Credit, Credit Risk, Small Business Lending, Financial Risk
Education
Babson College 2001 — 2005
B.S., Finance, Business Administration
Aram Jafarey's Citizens Financial Group, Inc. Experience October 2013 - Present
Job Derivatives Document Specialist at Citizens Financial Group, Inc.
Industry Law Practice
Experience
Citizens Bank April 2015 - Present
Citizens Financial Group, Inc. October 2013 - Present
The Bank of Nova Scotia March 2010 - June 2013
HSBC Securities (USA) Inc. November 2008 - October 2009
AllianceBernstein, LLP May 2007 - January 2008
Weiss & Lurie July 2005 - January 2007
Skills
Derivatives, ISDA, Capital Markets, Credit, Litigation, Fixed Income, Corporate Finance, Securities, Structured Finance, Structured Products, Document Review, Market Risk, Credit Derivatives, Swaps, Hedge Funds, Banking, Equities, Investment Banking, Due Diligence, Financial Services
Education
Brooklyn Law School 2000 — 2003
JD
American University 1993 — 1998
Bachelors
Citizens Bank April 2015 - Present
Citizens Financial Group, Inc. October 2013 - Present
The Bank of Nova Scotia March 2010 - June 2013
HSBC Securities (USA) Inc. November 2008 - October 2009
AllianceBernstein, LLP May 2007 - January 2008
Weiss & Lurie July 2005 - January 2007
Skills
Derivatives, ISDA, Capital Markets, Credit, Litigation, Fixed Income, Corporate Finance, Securities, Structured Finance, Structured Products, Document Review, Market Risk, Credit Derivatives, Swaps, Hedge Funds, Banking, Equities, Investment Banking, Due Diligence, Financial Services
Education
Brooklyn Law School 2000 — 2003
JD
American University 1993 — 1998
Bachelors
Michael Cicuto's Citizens Financial Group, Inc. Experience July 2013 - Present
Job Associate (Capital Markets) at Citizens Financial Group
Industry Capital Markets
Experience
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
NewStar Financial June 2010 - June 2011
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
NewStar Financial June 2010 - June 2011
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance
Verlin Jay Frazier's Citizens Financial Group, Inc. Experience November 2014 - Present
Job Senior Executive Leasing & Structured Finance
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
GE Transportation May 2009 - June 2014
GE Capital - Structured Finance Group January 1999 - May 2009
GE Railcar Services January 1997 - December 1998
GE Railcar Services December 1992 - December 1996
ITEL Rail January 1989 - December 1991
Pullman Leasing Company January 1987 - December 1988
Goodman Equipment Corporation 1985 - 1986
Skills
Relationship Management, Originations, Leases, Loans, Leadership, Management, Portfolio Management, Asset Management, Negotiation, Sales, Marketing, Pricing, Finance, Accounting, Leveraged Finance, Financial Services, Mergers & Acquisitions
Education
Aurora University
Master of Business Administration (MBA)
Elmhurst College
Bachelor of Arts (BA), Accounting
Citizens Financial Group, Inc. November 2014 - Present
GE Transportation May 2009 - June 2014
GE Capital - Structured Finance Group January 1999 - May 2009
GE Railcar Services January 1997 - December 1998
GE Railcar Services December 1992 - December 1996
ITEL Rail January 1989 - December 1991
Pullman Leasing Company January 1987 - December 1988
Goodman Equipment Corporation 1985 - 1986
Skills
Relationship Management, Originations, Leases, Loans, Leadership, Management, Portfolio Management, Asset Management, Negotiation, Sales, Marketing, Pricing, Finance, Accounting, Leveraged Finance, Financial Services, Mergers & Acquisitions
Education
Aurora University
Master of Business Administration (MBA)
Elmhurst College
Bachelor of Arts (BA), Accounting
Brian P. Carroll's Citizens Financial Group, Inc. Experience September 2015 - Present
Job Senior Vice President & Senior Counsel Enterprise Bank Regulatory at Citizens Financial Group, Inc.
Industry Legal Services
Experience
Citizens Financial Group, Inc. September 2015 - Present
Citizens Bank, N.A. December 2010 - August 2015
Citizens Bank, N.A. December 2009 - December 2010
General Electric Capital Corporation 1999 - 2009
BTMU Capital Corporation 1997 - 1999
Nixon Peabody 1995 - 1997
Partridge Snow & Hahn LLP 1990 - 1995
Edwards Angell Palmer & Dodge LLP 1988 - 1990
Skills
Workout, Corporate Law, Contract Negotiation, Asset Managment, Finance, Commercial Litigation, Asset Management, Strategy, Restructuring, Mergers & Acquisitions, Financial Services, Management, Corporate Finance, Portfolio Management, Risk Management, Financial Analysis, Due Diligence
Education
University of Pittsburgh 1985 — 1988
MA Public and International Affairs, International Security; Global Economics
University of Pittsburgh School of Law 1984 — 1988
JD, Law
Boston College 1980 — 1984
BA, History
Citizens Financial Group, Inc. September 2015 - Present
Citizens Bank, N.A. December 2010 - August 2015
Citizens Bank, N.A. December 2009 - December 2010
General Electric Capital Corporation 1999 - 2009
BTMU Capital Corporation 1997 - 1999
Nixon Peabody 1995 - 1997
Partridge Snow & Hahn LLP 1990 - 1995
Edwards Angell Palmer & Dodge LLP 1988 - 1990
Skills
Workout, Corporate Law, Contract Negotiation, Asset Managment, Finance, Commercial Litigation, Asset Management, Strategy, Restructuring, Mergers & Acquisitions, Financial Services, Management, Corporate Finance, Portfolio Management, Risk Management, Financial Analysis, Due Diligence
Education
University of Pittsburgh 1985 — 1988
MA Public and International Affairs, International Security; Global Economics
University of Pittsburgh School of Law 1984 — 1988
JD, Law
Boston College 1980 — 1984
BA, History
Barbara Mackin's Citizens Financial Group, Inc. Experience November 2014 - Present
Job SVP at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. November 2014 - Present
SunTrust Bank September 2008 - October 2014
CREW DC 2010 - 2013
JPI Companies 2007 - 2008
The Mills Corporation 2002 - 2007
McArthur Glen Group 1992 - 1996
Wells Fargo Real Estate Advisors 1984 - 1987
Riggs Bank 1980 - 1984
Skills
Real Estate Economics, Commercial Lending, Valuation, Financial Analysis, Asset Management, Corporate Real Estate, Financial Modeling, Leases, Due Diligence, Disposition, Investment Properties, Real Estate, Location Intelligence, Property Management, Asset Managment, Real Estate Development, Real Estate Transactions, New Business Development, Commercial Real Estate, Portfolio Management
Education
American University
Master of Business Administration (MBA), Finance, General
Concordia University
Bachelor of Commerce, Business Administration/Accounting
Citizens Financial Group, Inc. November 2014 - Present
SunTrust Bank September 2008 - October 2014
CREW DC 2010 - 2013
JPI Companies 2007 - 2008
The Mills Corporation 2002 - 2007
McArthur Glen Group 1992 - 1996
Wells Fargo Real Estate Advisors 1984 - 1987
Riggs Bank 1980 - 1984
Skills
Real Estate Economics, Commercial Lending, Valuation, Financial Analysis, Asset Management, Corporate Real Estate, Financial Modeling, Leases, Due Diligence, Disposition, Investment Properties, Real Estate, Location Intelligence, Property Management, Asset Managment, Real Estate Development, Real Estate Transactions, New Business Development, Commercial Real Estate, Portfolio Management
Education
American University
Master of Business Administration (MBA), Finance, General
Concordia University
Bachelor of Commerce, Business Administration/Accounting
Glenda Jackson-Eaddy, MBA, CSSBB's Citizens Financial Group, Inc. Experience July 2013 - January 2015
Job CEO and Cofounder, The Emerge Foundation and Excel@GR,LLC
Industry Nonprofit Organization Management
Experience
The Emerge Foundation June 2015 - Present
Citizens Financial Group, Inc. July 2013 - January 2015
Capital One September 2011 - January 2013
Catapult Consultants August 2010 - August 2011
KGS March 2009 - August 2010
Dominion Virginia Power June 2008 - January 2009
Dominion Virginia Power June 2006 - June 2008
Dominion Virginia Power October 2005 - June 2007
Dominion Virginia Power April 2004 - June 2006
Capital One March 1995 - April 2004
Skills
Project Management, Visio, Business Analysis, SharePoint, Government, Change Management, Requirements Analysis, Vendor Management, DoD, Budgets, Policy, Project Planning, Program Management, Leadership, Risk Management, Security Clearance, Sarbanes-Oxley Act, SAP, Team Building, Strategic Planning, Management, Training, Data Analysis, Team Leadership, Internal Controls, Microsoft Excel, Financial Reporting, Applicant Tracking..., Business Intelligence, Cross-functional Team..., Financial Analysis, Recruiting, Microsoft Office, Accounting, Public Speaking, Organizational..., Outlook, Strategy, Leadership Development, Coaching, Variance Analysis, Forecasting, Customer Service, Marketing, SDLC, Business Process..., Research, Banking, Process Improvement, Analysis
Education
Strayer University (VA) 2010 — 2017
Master of Education (M.Ed.), Educational Leadership and Administration, General
Averett University 2006 — 2008
MBA, Masters in business administration
Norfolk State University 1989 — 1992
BS, Accounting
Virginia Polytechnic Institute and State University 1987 — 1989
Bachelor of Applied Science (BASc), Biochemistry
The Emerge Foundation June 2015 - Present
Citizens Financial Group, Inc. July 2013 - January 2015
Capital One September 2011 - January 2013
Catapult Consultants August 2010 - August 2011
KGS March 2009 - August 2010
Dominion Virginia Power June 2008 - January 2009
Dominion Virginia Power June 2006 - June 2008
Dominion Virginia Power October 2005 - June 2007
Dominion Virginia Power April 2004 - June 2006
Capital One March 1995 - April 2004
Skills
Project Management, Visio, Business Analysis, SharePoint, Government, Change Management, Requirements Analysis, Vendor Management, DoD, Budgets, Policy, Project Planning, Program Management, Leadership, Risk Management, Security Clearance, Sarbanes-Oxley Act, SAP, Team Building, Strategic Planning, Management, Training, Data Analysis, Team Leadership, Internal Controls, Microsoft Excel, Financial Reporting, Applicant Tracking..., Business Intelligence, Cross-functional Team..., Financial Analysis, Recruiting, Microsoft Office, Accounting, Public Speaking, Organizational..., Outlook, Strategy, Leadership Development, Coaching, Variance Analysis, Forecasting, Customer Service, Marketing, SDLC, Business Process..., Research, Banking, Process Improvement, Analysis
Education
Strayer University (VA) 2010 — 2017
Master of Education (M.Ed.), Educational Leadership and Administration, General
Averett University 2006 — 2008
MBA, Masters in business administration
Norfolk State University 1989 — 1992
BS, Accounting
Virginia Polytechnic Institute and State University 1987 — 1989
Bachelor of Applied Science (BASc), Biochemistry
Dayna Wolchko's Citizens Financial Group, Inc. Experience December 2012 - Present
Job Teller Manager at Citizens Bank
Industry Banking
Experience
Citizens Financial Group, Inc. December 2012 - Present
Citizens Financial Group, Inc. June 2009 - December 2013
French Creek Fiber Arts June 2004 - July 2005
Skills
Microsoft Excel, Customer Service, Accounts Payable, Microsoft Word, Financial Analysis, Data Analysis, Supervisory Skills, Team Building, Management
Education
Cleveland State University 2011 — 2014
Business Administration and Management, General
Bowling Green State University 2006 — 2010
Citizens Financial Group, Inc. December 2012 - Present
Citizens Financial Group, Inc. June 2009 - December 2013
French Creek Fiber Arts June 2004 - July 2005
Skills
Microsoft Excel, Customer Service, Accounts Payable, Microsoft Word, Financial Analysis, Data Analysis, Supervisory Skills, Team Building, Management
Education
Cleveland State University 2011 — 2014
Business Administration and Management, General
Bowling Green State University 2006 — 2010
Mark H. Trachy's Citizens Financial Group, Inc. Experience December 2014 - Present
Job Senior Vice President / Market Manager at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. December 2014 - Present
SunGard Ambit Risk and Performance Consulting November 2005 - February 2014
Middlesex Savings Bank 2004 - 2005
TFC Financial Management, Inc. 2002 - 2003
State Street Bank 1996 - 2001
BayBank, N.A. 1994 - 1996
BayBank, N.A. 1992 - 1994
BayBank, N.A. 1989 - 1992
Shawmut Bank, N.A. 1986 - 1989
Shawmut Bank, N.A. 1984 - 1986
Skills
Credit Risk, Portfolio Management, Risk Management, Financial Services, Executive Management, Commercial Banking, Credit, Finance, Leadership, Business Development, Commercial Lending, Enerprise Risk..., Mergers & Acquisitions, Financial Risk, Loans, Strategic Financial..., Underwriting, Strategy, Structured Finance, Risk Consulting, Due Diligence, Wealth Management, Loan Origination, Management, Banking, Financial Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MSFP, Financial Planning / Taxation with Distinction
Citizens Financial Group, Inc. December 2014 - Present
SunGard Ambit Risk and Performance Consulting November 2005 - February 2014
Middlesex Savings Bank 2004 - 2005
TFC Financial Management, Inc. 2002 - 2003
State Street Bank 1996 - 2001
BayBank, N.A. 1994 - 1996
BayBank, N.A. 1992 - 1994
BayBank, N.A. 1989 - 1992
Shawmut Bank, N.A. 1986 - 1989
Shawmut Bank, N.A. 1984 - 1986
Skills
Credit Risk, Portfolio Management, Risk Management, Financial Services, Executive Management, Commercial Banking, Credit, Finance, Leadership, Business Development, Commercial Lending, Enerprise Risk..., Mergers & Acquisitions, Financial Risk, Loans, Strategic Financial..., Underwriting, Strategy, Structured Finance, Risk Consulting, Due Diligence, Wealth Management, Loan Origination, Management, Banking, Financial Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MSFP, Financial Planning / Taxation with Distinction
Tom Case's Citizens Financial Group, Inc. Experience September 2014 - Present
Job Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2014 - Present
CIT July 2006 - August 2014
Education
Boston College
Bachelors, Finance
Norcross High School
Citizens Financial Group, Inc. September 2014 - Present
CIT July 2006 - August 2014
Education
Boston College
Bachelors, Finance
Norcross High School
Jill Goodman's Citizens Financial Group, Inc. Experience October 2014 - Present
Job Vice President, Senior Contract Manager at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Citizens Financial Group, Inc. August 2011 - October 2014
FM Global October 2009 - July 2011
Sansiveri, Kimball & Co., L.L.P. September 2005 - April 2007
Fleet Financial Group / Bank of America June 1987 - August 2005
Skills
Performance Management, Employee Benefits, Leadership, Process Improvement, Strategic Planning, Account Reconciliation, General Ledger, Accounting, Risk Management, Management
Education
Bryant University
Master of Business Administration (M.B.A.), Business Administration and Management
Bentley University 1983 — 1987
Bachelor’s Degree, Accounting
Citizens Financial Group, Inc. October 2014 - Present
Citizens Financial Group, Inc. August 2011 - October 2014
FM Global October 2009 - July 2011
Sansiveri, Kimball & Co., L.L.P. September 2005 - April 2007
Fleet Financial Group / Bank of America June 1987 - August 2005
Skills
Performance Management, Employee Benefits, Leadership, Process Improvement, Strategic Planning, Account Reconciliation, General Ledger, Accounting, Risk Management, Management
Education
Bryant University
Master of Business Administration (M.B.A.), Business Administration and Management
Bentley University 1983 — 1987
Bachelor’s Degree, Accounting
Jim Kivlehan's Citizens Financial Group, Inc. Experience 2012 - 2013
Job
Industry Banking
Experience
Blue Hills Bank 2013 - Present
Citizens Financial Group, Inc. 2012 - 2013
Citizens Financial Group, Inc. 2008 - 2012
Citizens Financial Group, Inc. 2001 - 2008
Citizens Financial Group, Inc. 2003 - 2007
Fleet Bank 1998 - 2001
BankBoston 1993 - 1998
PwC 1982 - 1986
Skills
Certified Public..., Banking, Customer Satisfaction, Credit, Due Diligence, Leadership, Retail, Retail Banking, Risk Management, Commercial Lending, Portfolio Management, Loans, Financial Analysis
Education
Babson College 1978 — 1982
BS
Blue Hills Bank 2013 - Present
Citizens Financial Group, Inc. 2012 - 2013
Citizens Financial Group, Inc. 2008 - 2012
Citizens Financial Group, Inc. 2001 - 2008
Citizens Financial Group, Inc. 2003 - 2007
Fleet Bank 1998 - 2001
BankBoston 1993 - 1998
PwC 1982 - 1986
Skills
Certified Public..., Banking, Customer Satisfaction, Credit, Due Diligence, Leadership, Retail, Retail Banking, Risk Management, Commercial Lending, Portfolio Management, Loans, Financial Analysis
Education
Babson College 1978 — 1982
BS
Vigneshkumar Ravindran's Citizens Financial Group, Inc. Experience October 2013 - Present
Job Associate at Citizens Financial Group
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. October 2013 - Present
Bank of America Merrill Lynch September 2011 - October 2013
Motorola Mobility May 2010 - June 2011
DMN Global Sevices April 2010 - August 2010
Skills
C#, ASP.NET, Oracle PL/SQL..., Microsoft SQL Server, Toad, Erwin, Informatica, Linux, Netezza, Oracle RAC, Crystal Reports, Quality Center, Python, Data Warehousing, MongoDB, pymongo, PL/SQL, SQL, T-SQL, Oracle
Education
Illinois Institute of Technology 2009 — 2011
M.S, Information Technology and Management
Anna University 2004 — 2008
B.Tech, Information Technology
Citizens Financial Group, Inc. October 2013 - Present
Bank of America Merrill Lynch September 2011 - October 2013
Motorola Mobility May 2010 - June 2011
DMN Global Sevices April 2010 - August 2010
Skills
C#, ASP.NET, Oracle PL/SQL..., Microsoft SQL Server, Toad, Erwin, Informatica, Linux, Netezza, Oracle RAC, Crystal Reports, Quality Center, Python, Data Warehousing, MongoDB, pymongo, PL/SQL, SQL, T-SQL, Oracle
Education
Illinois Institute of Technology 2009 — 2011
M.S, Information Technology and Management
Anna University 2004 — 2008
B.Tech, Information Technology
Meredith Conrad's Citizens Financial Group, Inc. Experience September 2014 - Present
Job Vice President at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2014 - Present
State Street 2009 - September 2014
US Trust Company/Bank of America March 2006 - June 2008
Bank of America January 2000 - June 2004
Bank of America January 1994 - January 2000
Skills
Relationship Management, Financial Services, Due Diligence, Risk Management, Banking, Securities, Fixed Income, Hedge Funds, Equities, Investments, Financial Risk, Asset Management, Mutual Funds, AML
Education
Providence College 1986 — 1990
BA, Liberal Arts and Sciences, General Studies and Humanities
Boston College - Wallace E. Carroll Graduate School of Management
Corporate Giving Certificate
Northwestern University
Trust School Certificate
Citizens Financial Group, Inc. September 2014 - Present
State Street 2009 - September 2014
US Trust Company/Bank of America March 2006 - June 2008
Bank of America January 2000 - June 2004
Bank of America January 1994 - January 2000
Skills
Relationship Management, Financial Services, Due Diligence, Risk Management, Banking, Securities, Fixed Income, Hedge Funds, Equities, Investments, Financial Risk, Asset Management, Mutual Funds, AML
Education
Providence College 1986 — 1990
BA, Liberal Arts and Sciences, General Studies and Humanities
Boston College - Wallace E. Carroll Graduate School of Management
Corporate Giving Certificate
Northwestern University
Trust School Certificate
Susan LaMonica's Citizens Financial Group, Inc. Experience September 2014 - Present
Job Chief Human Resources Officer at Citizens Financial Group, Inc.
Industry Human Resources
Experience
Citizens Financial Group, Inc. September 2014 - Present
Royal Bank of Scotland September 2011 - Present
US Gove 2008 - Present
LaMonica Consulting 2007 - May 2011
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2002 - 2004
JP Morgan Chase 1994 - 2002
Chase Manhattan Corporation 1990 - 1994
Chase Manhattan Corporation 1989 - 1990
Chase Manhattan Corporation 1985 - 1989
Skills
Talent Management, Mergers, Performance Management, Career Development, Organizational..., Strategy, Strategic Planning, Leadership Development, Employee Benefits, Retail Banking, Business Strategy, Investment Banking, Executive Coaching, Organizational Design, Change Management, Management Consulting, Human Resources, Succession Planning, Mergers & Acquisitions, Employee Engagement, Deferred Compensation, Coaching, Financial Services, Personnel Management, Employee Relations, Workforce Planning, Training, Organizational..., Management, Culture Change, Leadership, Interviews, Talent Acquisition, Onboarding, Consulting, Workshop Facilitation, Recruiting, HRIS, HR Transformation
Education
Boston College
BS
New York University - Leonard N. Stern School of Business
MBA
Citizens Financial Group, Inc. September 2014 - Present
Royal Bank of Scotland September 2011 - Present
US Gove 2008 - Present
LaMonica Consulting 2007 - May 2011
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2002 - 2004
JP Morgan Chase 1994 - 2002
Chase Manhattan Corporation 1990 - 1994
Chase Manhattan Corporation 1989 - 1990
Chase Manhattan Corporation 1985 - 1989
Skills
Talent Management, Mergers, Performance Management, Career Development, Organizational..., Strategy, Strategic Planning, Leadership Development, Employee Benefits, Retail Banking, Business Strategy, Investment Banking, Executive Coaching, Organizational Design, Change Management, Management Consulting, Human Resources, Succession Planning, Mergers & Acquisitions, Employee Engagement, Deferred Compensation, Coaching, Financial Services, Personnel Management, Employee Relations, Workforce Planning, Training, Organizational..., Management, Culture Change, Leadership, Interviews, Talent Acquisition, Onboarding, Consulting, Workshop Facilitation, Recruiting, HRIS, HR Transformation
Education
Boston College
BS
New York University - Leonard N. Stern School of Business
MBA
Kyle Morrissey's Citizens Financial Group, Inc. Experience June 2013 - Present
Job Analyst Capital Markets at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. June 2013 - Present
RBS Citizens Financial Group June 2012 - August 2012
RBS Citizens Financial Group June 2011 - August 2011
WeGotSoccer June 2010 - August 2011
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Finance, Mergers & Acquisitions, Strategy, Financial Analysis
Education
Babson College 2009 — 2013
Citizens Financial Group, Inc. June 2013 - Present
RBS Citizens Financial Group June 2012 - August 2012
RBS Citizens Financial Group June 2011 - August 2011
WeGotSoccer June 2010 - August 2011
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Finance, Mergers & Acquisitions, Strategy, Financial Analysis
Education
Babson College 2009 — 2013
Michelle Fortin's Citizens Financial Group, Inc. Experience January 2015 - Present
Job ♦ Experienced Program Manager ♦ Risk Professional ♦ Reporting Manager
Industry Financial Services
Experience
Citizens Financial Group, Inc. January 2015 - Present
Citizens Financial Group, Inc. March 2014 - January 2015
State Street August 2004 - January 2013
State Street January 1997 - August 2004
State Street January 1996 - January 1997
State Street March 1994 - January 1996
State Street April 1992 - March 1994
State Street June 1991 - April 1992
Skills
Program Management, Financial Services, Risk Management, Business Intelligence, Basel II, Business Analysis, Financial Analysis, IT Solutions, Ad Hoc Reporting, Reporting Systems, Project Management, Data Collection, Management, Business Requirements, Data Analysis, Credit Risk, Process Improvement, SDLC
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance
Citizens Financial Group, Inc. January 2015 - Present
Citizens Financial Group, Inc. March 2014 - January 2015
State Street August 2004 - January 2013
State Street January 1997 - August 2004
State Street January 1996 - January 1997
State Street March 1994 - January 1996
State Street April 1992 - March 1994
State Street June 1991 - April 1992
Skills
Program Management, Financial Services, Risk Management, Business Intelligence, Basel II, Business Analysis, Financial Analysis, IT Solutions, Ad Hoc Reporting, Reporting Systems, Project Management, Data Collection, Management, Business Requirements, Data Analysis, Credit Risk, Process Improvement, SDLC
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance
Mark Paluzzi's Citizens Financial Group, Inc. Experience 2014 - Present
Job Senior Vice President, Senior Trust Officer
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2014 - Present
US Trust February 2009 - April 2013
U.S. Trust November 2004 - February 2009
Bank of America December 1997 - November 2004
Bank of Boston October 1995 - April 1997
Bank of Boston January 1992 - October 1995
Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income
Education
Bentley University 1992 — 1998
MBA with Honors, Taxation
ABA National Trust and National Graduate Trust School 1997 — 1997
Salem State University 1981 — 1986
Bachelor's Degree, Marketing, Accounting
Citizens Financial Group, Inc. 2014 - Present
US Trust February 2009 - April 2013
U.S. Trust November 2004 - February 2009
Bank of America December 1997 - November 2004
Bank of Boston October 1995 - April 1997
Bank of Boston January 1992 - October 1995
Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income
Education
Bentley University 1992 — 1998
MBA with Honors, Taxation
ABA National Trust and National Graduate Trust School 1997 — 1997
Salem State University 1981 — 1986
Bachelor's Degree, Marketing, Accounting
Catherine Camden's Citizens Financial Group, Inc. Experience March 2015 - Present
Job Compliance Specialist at Boston Private
Industry Banking
Experience
Citizens Financial Group, Inc. March 2015 - Present
Boston Private August 2007 - April 2015
Investors Bank & Trust August 2004 - August 2007
The Washington Trust Company May 2001 - August 2001
Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law
Education
American University 2000 — 2004
Bachelors of Science, Political Science
Citizens Financial Group, Inc. March 2015 - Present
Boston Private August 2007 - April 2015
Investors Bank & Trust August 2004 - August 2007
The Washington Trust Company May 2001 - August 2001
Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law
Education
American University 2000 — 2004
Bachelors of Science, Political Science
Angelina Colombo's Citizens Financial Group, Inc. Experience December 2014 - Present
Job EVP and Chief Operating Officer at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. December 2014 - Present
RBS June 2003 - December 2014
RBS Global Banking & Markets 2005 - 2008
RBS Greenwich Capital 2003 - 2005
Fitch Risk March 2000 - June 2003
Societe Generale February 1999 - March 2000
Bankers Trust January 1996 - February 1999
Arthur Andersen September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Citizens Financial Group, Inc. December 2014 - Present
RBS June 2003 - December 2014
RBS Global Banking & Markets 2005 - 2008
RBS Greenwich Capital 2003 - 2005
Fitch Risk March 2000 - June 2003
Societe Generale February 1999 - March 2000
Bankers Trust January 1996 - February 1999
Arthur Andersen September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Jason Archer's Citizens Financial Group, Inc. Experience April 2013 - November 2014
Job Advisor, Compliance Risk Monitoring at CVS Health
Industry Retail
Experience
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
Gary Pepera's Citizens Financial Group, Inc. Experience 2014 - Present
Job SVP, Director, Program Management Office (PMO) for Commercial Banking at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2014 - Present
RBS Citizens N.A. (Division of Royal Bank of Scotland) 2008 - 2014
Citizens Bank (Division of Royal Bank of Scotland) 2006 - 2008
Charter One Bank 2002 - 2006
Jefferson Wells 1997 - 2002
KeyBank 1992 - 1997
Skills
Credit, Financial Services, Risk Management, Banking, Portfolio Management, Analysis, Business Analysis, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Executive Management, Financial Analysis, Financial Risk, Internal Audit, Loans, Mergers, Mortgage Lending, Process Improvement, Relationship Management, Retail Banking, Strategic Financial..., Strategy, Treasury Management, Vendor Management
Education
Baldwin-Wallace College 1992 — 1994
MBA, Management
Babson College
Advanced Leadership Development Program
Baldwin-Wallace College
BA, Finance and Systems Management
Citizens Financial Group, Inc. 2014 - Present
RBS Citizens N.A. (Division of Royal Bank of Scotland) 2008 - 2014
Citizens Bank (Division of Royal Bank of Scotland) 2006 - 2008
Charter One Bank 2002 - 2006
Jefferson Wells 1997 - 2002
KeyBank 1992 - 1997
Skills
Credit, Financial Services, Risk Management, Banking, Portfolio Management, Analysis, Business Analysis, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Executive Management, Financial Analysis, Financial Risk, Internal Audit, Loans, Mergers, Mortgage Lending, Process Improvement, Relationship Management, Retail Banking, Strategic Financial..., Strategy, Treasury Management, Vendor Management
Education
Baldwin-Wallace College 1992 — 1994
MBA, Management
Babson College
Advanced Leadership Development Program
Baldwin-Wallace College
BA, Finance and Systems Management
Anna M Frackowiak's Citizens Financial Group, Inc. Experience June 2012 - March 2013
Job Compliance Officer at RBS Citizens NA
Industry Financial Services
Experience
RBS Citizens NA August 2014 - Present
Citizens Bank 2014 - 2015
RBS Americas March 2013 - August 2014
Citizens Financial Group, Inc. June 2012 - March 2013
Citizens Bank July 2011 - July 2012
Royal Bank of Scotland,NV September 2008 - July 2011
Skills
Financial Analysis, Financial Risk, Finance, Risk Management, Banking, Internal Audit, Management, Financial Modeling, Corporate Finance, Analysis, Vendor Management, Interest Rate Swaps, Operational Risk...
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Executive Certificate in Management and Leadership
Bentley University
Bachelor of Science (BS), Finance, GPA 3.3
RBS Citizens NA August 2014 - Present
Citizens Bank 2014 - 2015
RBS Americas March 2013 - August 2014
Citizens Financial Group, Inc. June 2012 - March 2013
Citizens Bank July 2011 - July 2012
Royal Bank of Scotland,NV September 2008 - July 2011
Skills
Financial Analysis, Financial Risk, Finance, Risk Management, Banking, Internal Audit, Management, Financial Modeling, Corporate Finance, Analysis, Vendor Management, Interest Rate Swaps, Operational Risk...
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Executive Certificate in Management and Leadership
Bentley University
Bachelor of Science (BS), Finance, GPA 3.3
Candace Boggs's Citizens Financial Group, Inc. Experience June 2004 - September 2004
Job
Industry Financial Services
Experience
Scentsy, Inc. July 2010 - January 2014
DICK'S Sporting Goods October 2010 - March 2011
Citizens Financial Group, Inc. June 2004 - September 2004
Sears Holdings Corporation January 2004 - April 2004
Sears Holdings Corporation May 2002 - January 2004
Santa Rosa Apartment Complex May 2002 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Service, Outlook, Time Management, Leadership, Teamwork, Research
Education
Trident University International 2009 — 2014
Bachelor of Science, Business Administration, Finance, 3.971 GPA
University of South Alabama 2008 — 2009
Clinical Laboratory Science/Medical Technology/Technologist
Augusta State University 2006 — 2007
Biology/Biological Sciences, General
Central Texas College 2004 — 2006
Business Administration and Management, General
Scentsy, Inc. July 2010 - January 2014
DICK'S Sporting Goods October 2010 - March 2011
Citizens Financial Group, Inc. June 2004 - September 2004
Sears Holdings Corporation January 2004 - April 2004
Sears Holdings Corporation May 2002 - January 2004
Santa Rosa Apartment Complex May 2002 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Service, Outlook, Time Management, Leadership, Teamwork, Research
Education
Trident University International 2009 — 2014
Bachelor of Science, Business Administration, Finance, 3.971 GPA
University of South Alabama 2008 — 2009
Clinical Laboratory Science/Medical Technology/Technologist
Augusta State University 2006 — 2007
Biology/Biological Sciences, General
Central Texas College 2004 — 2006
Business Administration and Management, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation