CPCU Credit Union
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CPCU Credit Union Employees
Enterprise Bank (Enterprise Bancorp) June 2004 - Present
Public Matters 2012 - 2012
CPCU Credit Union October 2002 - June 2004
MASSBANK CORP October 2000 - October 2002
MASSBANK CORP June 2000 - October 2000
MASSBANK CORP November 1998 - June 2000
Skills
Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Lines Of Credit, Consumer Lending, Commercial Mortgages, Banking, Credit Analysis
Education
University of Massachusetts Lowell 2000 — 2004
B.S., Business Management
BankGloucester October 2000 - Present
BankGloucester March 1999 - October 2000
CPCU Credit Union November 1995 - March 1999
CPCU Credit Union May 1995 - November 1995
Office of Thrift Supervision 1990 - May 1995
The Boston Company 1988 - 1990
Skills
Banking, Loans, Credit, Commercial Lending, Financial Services, Retail Banking, Consumer Lending, Loan Origination, Mortgage Lending, Portfolio Management, Commercial Banking, Small Business Lending, Financial Advisory, Securities, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Executive Management, Mortgage Banking, Credit Analysis, Financial Planning
Education
Bentley College 1984 — 1989
Bachelor's degree, Finance, General
Alvarez and Marsal 2009 - Present
Ernst & Young November 2004 - June 2009
CPCU Credit Union 2004 - 2009
Deloitte & Touche May 2002 - November 2004
Arthur Andersen May 2001 - May 2002
Skills
Transaction Advisory, Tax, Big 4, Tax Advisory, International Tax, Due Diligence, Private Equity, Restructuring, Corporate Tax, Mergers & Acquisitions, Financial Modeling, Federal Tax, Tax Structuring, Tax Accounting, Financial Analysis, Dodd-Frank, Living Will, Transaction Processing, Finance, Management, Client Services, Leadership, Technical Presentations, Auditing, US GAAP, Sarbanes-Oxley Act
Education
Northeastern University 1997 — 2001
BS, Finance / Accounting
O'Connor & Drew, P.C. November 2008 - Present
CPCU Credit Union October 2009 - December 2011
The Siegfried Group October 2005 - November 2008
O'Connor & Drew, P.C. September 1997 - October 2005
Skills
Accounting, Tax, Finance, Leadership, Nonprofits, Auditing, Financial Reporting, Financial Analysis, Internal Controls, Tax Preparation, US GAAP, Corporate Tax, CPA, Income Tax, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act
Education
Boston College 1993 — 1997
BS, Accounting
Austin Preparatory School 1989 — 1993
High School
Canton Cooperative Bank January 2015 - Present
South Shore Bank September 2013 - December 2014
CPCU Credit Union March 2010 - May 2013
Bank of America January 2005 - November 2009
Bank of America January 2008 - August 2008
Citizens Bank 2001 - 2004
Skills
Budgets, Customer Service, Coaching, Team Building, Customer Satisfaction, Credit Analysis, Project Management, Auditing, AML, Sales, Sales Management, Sales Management..., Microsoft Office, Microsoft Excel, Microsoft Word, Consumer Lending, Small Business Lending, Finance, Credit, Loans, Leadership
Education
Walden University 2015 — 2017
Doctorate of Leadership (DBA), Business Leadership
New England College of Business and Finance 2013 — 2014
Masters of Business Compliance and Ethics, Compliance
New England College of Business and Finance 2010 — 2013
BSBA, Business Administration and Management, General
Boston Latin School
High School Diploma
Digital Federal Credit Union December 2008 - Present
CPCU Credit Union October 1998 - April 2008
Windsor Button Shop October 1989 - June 1997
Education
Suffolk University 1990 — 1994
Bachelor of Arts (BA), Foreign Language and Humanities
Somerville High School 1986 — 1990
High School Diploma, College/University Preparatory
Enterprise Bank (Enterprise Bancorp) December 2012 - Present
East Cambridge Savings Bank April 2011 - December 2012
CPCU Credit Union March 2005 - April 2011
CPCU Credit Union July 2003 - March 2005
Skills
ACH, Microsoft Excel, OFAC, Microsoft Office, Deposits, Back Office, Retail Banking, Credit Unions, Internet Banking, Bank Secrecy Act, USA PATRIOT Act, Core Banking, Banking, AML, Debit Cards, Cash Management, Electronic Payments, Securities, Remote Deposit Capture, Customer Service, Chargebacks, ATM networks, Outlook, Data Entry, Teller Operations, Anti Money Laundering, Consumer Lending, Credit, Loans, Management
Education
Southern New Hampshire University 2006 — 2010
Bachelors, Business Administration
Bunker Hill Community College 2003 — 2005
Associates, Business Administration / Management
Corporate [IT] Solutions July 2014 - Present
Corporate [IT] Solutions March 2011 - July 2014
CPCU Credit Union December 2009 - April 2010
CVS Caremark Corporation March 2009 - November 2009
Chase Corporation January 2009 - March 2009
ComputerTraining.com 2008 - 2008
Skills
Adobe Acrobat, Microsoft Certified..., Servers, XP, Managed Services, Active Directory, Computer Hardware, Hardware, Operating Systems, Printers, Windows XP, Citrix, Integration, Microsoft Certified..., Windows Server, VMware, Customer Service, Infrastructure, Microsoft Office, Troubleshooting
Education
ComputerTraining.com 2008 — 2009
MCTS, Computer IT
University of Massachusetts Dartmouth 2003 — 2008
None, Spanish, Portuguese
Chaston Associates, Inc. 2013 - Present
FIDELIS FUNDING, LLC 2011 - 2013
Mass Bay Credit Union April 2011 - May 2012
CPCU Credit Union 2009 - 2011
Silver Hill Financial, LLC January 2006 - April 2009
Meetinghouse Cooperative Bank February 2003 - November 2005
Dedham Cooperative Bank 2000 - 2003
Skills
Commercial Real Estate, Sales Management, Mortgage Lending, Consumer Lending, Small Business Lending, Sales Presentations, Compliance, Sales, Public Speaking, Loans, Credit, Banking, Budgets, Commercial Mortgages, Investments, Financial Analysis, Portfolio Management, Training, Real Estate, Residential Mortgages, Funding, Refinance, Finance, FHA, New Business Development, Commercial Lending, Underwriting, Business Development, Credit Analysis, Risk Management, Loan Origination, Management, Mortgage Banking, Analysis, Real Estate Financing, Retail Banking, Credit Risk, Strategic Financial..., Financial Services, Executive Management, Loan Servicing, Business Planning, Mortgage Underwriting, Credit Unions, Asset Management, Commercial Banking, Relationship Management, Financial Risk, Cash Management, Asset Based Lending
Education
Suffolk University - Sawyer Business School 1984 — 1986
MBA, Executive MBA Program
Westfield State University 1975 — 1979
BS, Criminal Justice, Business
University of Wisconsin-Platteville 1976 — 1978
Silicon Valley Bank May 2008 - Present
Citizens Bank October 2000 - April 2008
CPCU Credit Union September 1991 - July 2000
Education
Merrimack College 1993 — 1997
Bachelor of Science (B.S.), Marketing
Tremont Credit Union May 2014 - Present
CPCU Credit Union September 2004 - April 2014
McGladrey & Pullen 2000 - 2003
Skills
Auditing, Financial Analysis, Operations Management, Budgets, Risk Management, Accounting, Banking, Leadership, Team Building, Tax, Financial Reporting, Finance, Analysis, Management, Strategy, Process Improvement, Strategic Planning, Financial Modeling
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Law and Taxation
Bentley University 1986 — 1990
BS, Accountancy