Eastern Bank
Eastern Bank is the oldest and largest mutual bank in the United States and the largest community bank in Massachusetts. With 95 branches, Eastern had a 3.2% market share in Massachusetts in 2016. It was founded in 1818 in Salem, and then moved to Lynn, Massachusetts. Headquarters: Boston, Massachusetts, United States CEO: Robert F. Rivers (1 Jan 2017–) Total assets: 10.5 billion USD (2017) Founded: 1818 Parent organization: Eastern Bank Corporation Subsidiary: Eastern Insurance Group LLC
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Eastern Bank Employees
Eastern Bank 1990 - Present
Bank of New England 1983 - 1990
Skills
Commercial Lending, Risk Management, Commercial Real Estate, Credit, Banking, Cash Management, Financial Services, Relationship Management, Credit Risk, Commercial Banking, Loans, Credit Analysis, Workout, Strategic Financial..., Cash Flow, Restructuring
Education
Stonier Graduate School of Banking 1993 — 1996
Banking
Bentley University 1979 — 1983
BS, Management
Eastern Bank asociateBank of AmericaJuly 2002 - December 2004
Skills
Banking, Commercial Banking, Consumer Lending, Loans, Credit, Retail Banking, Customer Service, Management
Education
Boston College 1967 — 1971
BA, History
Morgans August 2015 - Present
WNC & Associates January 2011 - July 2015
Holliday Fenoglio Fowler April 2008 - November 2008
Boston Financial Investment Management (previously MMA Financial) April 2004 - March 2008
Eastern Bank January 2001 - April 2004
Skills
Acquisitions, Underwriting, LIHTC, Commercial Real Estate, Debt, Equities, Commercial Mortgages, Real Estate, Due Diligence, Financial Analysis, Valuation, Finance, Portfolio Management, Loans, Mutual Funds
Education
Chapman University 2009 — 2010
MBA
Bentley University 1996 — 2000
Bachelor of Science, Finance
Berwick Academy 1993 — 1996
High School, Berwick Scholar
The Washington Trust Company January 2015 - Present
People's United Bank 2011 - January 2015
Eastern Bank September 2007 - August 2011
Citizens Bank January 2000 - September 2007
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Nonprofits, Relationship Management, Portfolio Management, Credit Analysis, Small Business Lending, Finance, Credit Risk, Mortgage Lending, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Finance, General
The College of Wooster 1982 — 1986
Bachelor of Arts (B.A.), Business/Managerial Economics
Eastern Bank April 2012 - July 2013
Eastern Bank December 2011 - April 2012
Eastern Bank January 2011 - April 2012
Commonwealth Foreign Exchange April 2010 - December 2010
Brown Brothers Harriman & Co June 2008 - February 2010
Ameriprise Financial Services Inc May 2005 - September 2005
Rhode Island General Treasurer's Office September 2004 - December 2004
Skills
Portfolio Management, Credit Analysis, Finance, Loans, Accounting, Analysis, Financial Analysis, Mutual Funds, Investments, Commercial Lending, Financial Modeling, Banking, Commercial Banking, Credit, Financial Accounting, New Business Development, Credit Risk
Education
Boston College 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2004 — 2008
Bachelor of Science, Finance
Eastern Bank March 2015 - June 2015
Shenyang Haide Electronic Engineering Company July 2012 - August 2012
Constant Contact January 2012 - June 2012
Shenyang Huahaitongde Electronic Engineering Company July 2010 - August 2011
Skills
Recruiting, Analytics, Constant Contact, Market Research, Event Planning, Analysis, Financial Analysis, Account Reconciliation, Customer Service
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting
Northeastern University 2009 — 2013
Bachelor of Science in Economics, Economics, 3.35
Granite State Credit Union April 2010 - Present
Triangle Credit Union January 2007 - April 2010
Eastern Bank June 2002 - August 2006
Skills
ACH, General Ledger, Check 21, Remote Deposit Capture, Online Banking..., Check Clearing, Dispute, Dispute Resolution, Online Fraud, Fraud, Fraud Detection, Spectrum, Regulation E, VISA Zero Liablity, Regulation D, Stop Payments, Affidavits, Technical Assistance, Vendor Finance, Vendor Relationships, Vendor Management, Acumen, Eascorp, Microsoft Excel, PowerPoint, Fiserv, Financial Reporting, Client Central, Federal Reserve, Ecommerce, Electronic Payment...
Education
Assumption College 2002 — 2006
Bachelor of Arts (B.A.), International Business
Eastern Bank October 2013 - Present
Peabody Cultural Collaborative September 2012 - Present
Eastern Bank May 2005 - October 2013
Campfire USA 2010 - 2012
Girls Incorporated May 2000 - June 2003
Skills
Operations Management, Branch Management, Financial Analysis, Commercial Mortgages, Loan Origination, Banking, Small Business, Lines Of Credit, Marketing Communications, Home Equity Loans, Portfolio Management, Retirement Planning, Residential Mortgages, AML, Insurance, Financial Risk, Deposits, Wealth Management, Finance, Refinance, Asset Based Lending, Mutual Funds, VA loans, Loan Servicing, Credit Cards, Investments, USDA, Loans, Credit, Commercial Banking
Education
Babson College
University of Massachusetts, Amherst
New England College of Business and Finance
Eastern Bank January 2014 - Present
Sovereign Bank May 2012 - January 2014
Webster Bank 2010 - 2012
Randolph Savings Bank December 2006 - May 2010
Holbrook Cooperative Bank February 2003 - November 2006
Skills
Loans, Commercial Banking, Commercial Lending, Small Business, Finance, Banking, Credit Analysis, Small Business Lending, Risk Management, Credit, Commercial Mortgages, Mortgage Lending, Credit Risk, Financial Analysis, Financial Services, Loan Origination, Investments, Relationship Management
Education
Anna Maria College 2001 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
Bentley University 1988 — 1992
Bachelor's degree, Management
Mortgage Network, Inc. January 2012 - Present
Professional Advantage Financial Group, Inc. 1988 - 2012
Eastern Bank December 2008 - May 2011
Citibank Mortgage 1985 - 1987
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Underwriting, Sales Management, Public Speaking, Training, Budget Process, Loan Origination, Residential Mortgages
Education
Boston College - Carroll School of Management 1977 — 1981
MBA, Finance
Tufts University 1972 — 1976
BS/BA, Economics/Math
IDC Financial Insights May 2008 - Present
IDC May 2008 - Present
Maynard Education Foundation January 2001 - Present
Eastern Bank January 2004 - May 2008
New England College of Finance January 2005 - January 2007
Eastern Bank July 1999 - January 2004
Stanley Kaplan 1986 - 1992
Kaplan 1986 - 1992
Mercantile Bank January 1988 - September 1991
Skills
Retail Banking, Market Research, ATM, ATM networks, Mobile Banking, Social Networking, Internet Banking, Aggregation, Core Banking, Call Center, Vendor Management, Marketing Research, Product Management, Banking, Business Analysis, Analysis, Research, Thought Leadership, Competitive Analysis, Management, Analytics, Competitive Intelligence, Segmentation, Finance, Financial Services, Market Analysis, Management Consulting, Credit, Business Development, Strategic Partnerships, Business Intelligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1995
MBA, Business
Boston University 1986 — 1990
BSBA, Business & Finance
Georgetown University 2003 — 2004
Stonier Graduate Banking, Banking Program
DeSmet Jesuit High - St. Louis 1982 — 1986
High School
Liberty Mutual Insurance July 2015 - Present
University of New Hampshire September 2014 - May 2015
Liberty Mutual Insurance June 2014 - August 2014
Eastern Bank June 2011 - August 2013
Guido's Ice Cream and More June 2010 - August 2013
Salerno's Function Facility June 2008 - 2010
Skills
Access, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Leadership, Social Networking, Management
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Accounting
Bond University 2014 — 2014
Wareham High School 2007 — 2011
Eastern Bank June 2008 - Present
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Loan Origination, Portfolio Management, Mortgage Banking, Underwriting, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1995
MBA, Marketing
College of the Holy Cross 1981 — 1985
BA, Economics
Eastern Bank May 2015 - Present
Eastern Bank June 2013 - May 2015
Eastern Bank November 2010 - June 2013
Eastern Bank May 2008 - November 2010
State Street June 2007 - April 2008
Skills
Finance, Banking, Financial Analysis, Commercial Banking, Portfolio Management, Risk Management, Financial Modeling, Investments, Bloomberg, Treasury Management, Financial Risk, Business Analysis, Corporate Finance
Education
Bentley University 2009 — 2012
Master of Business Administration (MBA), Economics and Financial Markets/Finance
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
ABA Stonier Graduate School of Banking
Stonier Diploma
The Bancorp July 2014 - Present
The Bancorp Bank October 2010 - July 2014
Commerce Bank & Trust Company February 2008 - February 2010
Eastern Bank October 2003 - February 2008
Citizens Bank 2000 - 2003
Skills
Fraud Detection, Fraud Investigation, Identity Theft, Risk Management, Risk Assessment, Auditing, Customer Service, Hiring Practices, New Hire Training, Retail Banking, Fraud Prevention, Management, Bank Secrecy Act, Banking, KYC, AML, Operational Risk, OFAC, Consumer Lending, Commercial Banking, Loans, Credit, Branch Banking, Relationship Management, Deposits, Debit Cards, Operational Risk..., Lines Of Credit, Loan Origination, Finance, Internet Banking, Branch Management, Cross Selling, Core Banking, Financial Regulation, Anti Money Laundering, Due Diligence, Internal Audit, USA PATRIOT Act, Risk Analysis, Financial Services, Fraud, Financial Risk, Payments, Credit Risk, Credit Cards, Commercial Lending, Cash Management
Education
Perm State University (PSU) 1990 — 1995
Master's degree, Law
School #52 1980 — 1990
High School Diploma, General Subjects
Wiredrive February 2015 - Present
Oracle January 2013 - July 2014
Management Sciences for Health February 2011 - December 2012
Management Sciences for Health October 2010 - February 2011
ICNA Council for Social Justice July 2010 - October 2010
Eastern Bank November 2007 - February 2009
Citizens Bank September 2006 - March 2007
Skills
Proposal Writing, Program Management, Management, Leadership, International..., Analysis, Capacity Building, CRM, Research, Integration, Business Development, International Relations, Policy, Budgets, Competitive Analysis, Performance Management, Marketing, Coaching, Business Process, Governance, Strategy, Management Consulting, Project Management, Strategic Planning, New Business Development, Sales, Account Management
Education
Boston University 2006 — 2010
BA, International Relations
American University of Beirut 2009 — 2010
Political Science
Cornell University College of Engineering 2012 — 2012
Certificate in Project Leadership
Eastern Bank February 2012 - June 2014
TD Bank Group August 2005 - February 2012
IFMG June 2003 - June 2005
Union Bank June 2001 - May 2003
Santa Barbara Group January 2000 - June 2001
Eaton Vance March 1994 - December 2000
Skills
Small Business Lending, Financial Analysis, Credit, Banking
Education
Southern New Hampshire University 2002 — 2011
Global MBA, Global Business
Bentley University 1993 — 1996
Bachelor, Finance
SJ August 2010 - Present
Eastern Point Retreat House August 2010 - Present
Cheverus High School September 2005 - January 2010
America Magazine 2003 - 2006
Eastern Bank May 1987 - May 1997
Skills
Retreats, Theology, Experiential Education, Spirituality, Religion, Spiritual Direction, Editing, Public Speaking, Customer Service, Pastoral Counseling, Philosophy of Religion, Pastoral Care, Biblical Studies, Volunteer Management, Psychotherapy, Preaching, Liturgy, Chaplaincy, Social Justice, Discipleship, Church Events, Missions, Community Outreach, Program Development, Nonprofits, Stewardship, Fundraising, Religious Studies, Event Planning, Teaching, Community Organizing, Leadership Development, Adult Education, Workshop Facilitation, Grant Writing, Alumni Relations, Research, Curriculum Development, Program Evaluation, History
Education
Boston College 2006 — 2007
S.T.M., Scripture and Spirituality
Boston College 2002 — 2005
M.Div., Ministerial
Georgetown University 1999 — 2001
Equivalent of a Masters, Philosophy
Harvard University 1990 — 1992
CSS, Administration and Management
Worcester State University 1988 — 1990
M.Ed., Education
Worcester State University 1979 — 1984
BA, History
Peloton Group March 2015 - Present
Edgewater Ranzal January 2012 - March 2015
Edgewater Ranzal June 2010 - February 2012
Deloitte Consulting June 2009 - August 2009
Eastern Bank June 2007 - August 2007
The Ariel Group February 2007 - July 2007
Skills
Essbase, Hyperion Planning, EPM, Hyperion Calculation..., Data Synchronization, FDM, Microsoft Excel
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Computer Information Technology, Management
Eastern Bank April 2013 - Present
US Trust June 2010 - April 2013
Merrill Lynch March 2000 - June 2010
Skills
Fixed Income, Asset Allocation, Wealth Management, Investment Management, Asset Managment, Finance, Credit, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Series 7, Investment Strategies, Banking, Portfolio Management, Retirement Planning, Investment Advisory, Securities, Alternative Investments, Series 63, Wealth Management..., Financial Advisory, Investment Banking, Separately Managed..., Private Banking, Trust Services, Capital Markets, Financial Services, Series 24, ETFs, Derivatives, Trading, Commercial Banking, Options, Mortgage Lending, Relationship Management, Series 6, 401k, Uniform Combined State..., Retirement, Bloomberg, Hedge Funds, Bonds, Wealth, FINRA, Financial Planning, Asset Management
Education
Bentley University 2009 — 2014
Master's Degree, Financial Planning
Boston University 2005 — 2007
CFP, Financial Planning
Suffolk University - Sawyer School of Management 2002 — 2005
MBA
Ohio Wesleyan University 1993 — 1996
Bachelor of Arts (BA)
KPMG LLP October 2012 - Present
Marriott International May 2011 - October 2012
American University August 2010 - August 2011
Public Company Accounting Oversight Board May 2010 - August 2010
Skype February 2010 - April 2010
Eastern Bank January 2008 - January 2010
American University January 2009 - December 2009
American University September 2007 - December 2009
Mc Donalds June 2005 - August 2009
DC Earned Income Tax Credit Campaign January 2009 - April 2009
Skills
Accounting, Tax, PowerPoint, Financial Analysis, Microsoft Excel, Auditing, Corporate Tax, Analysis, Accounts Receivable, Leadership, Tax Preparation, Income Tax, International Tax, Finance, Tax Returns
Education
American University - Kogod School of Business 2011 — 2012
Masters in Taxation
American University - Kogod School of Business 2007 — 2011
BSBA, Accounting & Finance
Foundation for International Education 2010 — 2010
International Business Enclave
Boston College High School 2003 — 2007
Diploma
Eastern Bank September 2004 - Present
John Hancock Life Insurance Company (U.S.A.) January 2000 - June 2005
IBM March 1998 - December 1999
Skills
Internal Audit, CISA, Risk Assessment, Auditing, IT Audit, Internal Controls, Banking, Sarbanes-Oxley Act, Risk Management, Financial Risk, Financial Analysis, Enterprise Risk..., Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Finance
University of Massachusetts, Amherst 1991 — 1995
BS, Environmental Science
Synergetics- A Worldwide Resource For Business Problem Solving February 2015 - Present
NTT Data Corporation 2008 - February 2015
IBM 2005 - 2008
Eastern Bank 2004 - 2005
JDS Associates 2000 - 2004
The SCA Group 1997 - 2000
Skills
Strategy, Leadership, Cross-functional Team..., Management, Business Strategy, Project Management, Business Analysis, Consulting, Governance, Analysis, ERP, Business Process..., Workshop Facilitation, Solution Selling, Executive Management, Management System, Banking, Mergers & Acquisitions, Program Management
Education
Harvard Business School
Advanced Operations Strategy
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Boston College
BA, Business
The Rivers School
Arlington Public Schools September 2014 - Present
Cambridge Public Schools August 2013 - June 2014
Boston Latin July 2013 - September 2013
1LT. Charles W. Whitcomb Middle School August 2012 - June 2013
Kane Elementary School August 2011 - June 2012
Hillsboro-Deering Middle School February 2011 - June 2011
Hillsboro-Deering Elementary School January 2011 - January 2011
Newfound Regional High School December 2010 - January 2011
McKelvie Intermediate School December 2010 - December 2010
Eastern Bank July 2008 - November 2010
Skills
Colored Pencil Artist, Special Education, Teaching, QuarkXPress, Portraits, Art, Customer Service, Word, Microsoft Office, PowerPoint, Excel, Mac, Painting, Drawing, Illustration, Books, Microsoft Word
Education
Lesley University 2012 — 2014
Master of Education (MEd), M.Ed. in Elementary (1-6) and Creative Arts in Learning
Art Institute of Fort Lauderdale 1993 — 1995
AS, Advertising
Rochester Institute of Technology 1988 — 1992
BFA, Illustration
Pine Ridge High School August 2014 - Present
Marcus & Millichap Capital Corp May 2013 - July 2014
First Trade Union Bank March 2012 - November 2012
Pan City July 2010 - September 2012
CBD Ventures LLC May 2009 - March 2012
Anglo Irish Bank November 2005 - May 2009
Eastern Bank September 2004 - November 2005
Washington Mutual February 2003 - September 2004
Fleet Bank July 1998 - January 2003
Skills
Loans, Real Estate Economics, Credit, Portfolio Management, Commercial Lending, Investments, Credit Analysis, Due Diligence, Valuation, Commercial Mortgages, Financial Modeling, Underwriting, Real Estate Financing
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1998
MBA
Suffolk University - Sawyer Business School 1988 — 1992
BSBA, Finance
Eastern Bank 2000 - Present
Scudder, Stevens & Clark 1988 - 1999
Skills
Certified Financial..., Estate Planning, Retirement Planning, Investment Management, Wealth Management, Private Banking, Investments, Portfolio Management, Mutual Funds, Trusts, Securities, Investment Strategies, Asset Allocation, Series 7, Strategic Financial..., Banking, Financial Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1996
MBA, Finance
Boston University 1984 — 1988
BA, Mathematics, Business
Union College
Union College
Eastern Bank November 2010 - Present
Wainwright Bank April 1992 - November 2010
Shawmut Bank August 1979 - April 1992
Skills
Corporate Social..., Public Relations, Banking, Corporate Communications, Marketing Communications, Advertising, Retail Banking, Branch Banking
Education
Wentworth Institute of Technology 1982 — 1983
Architecture
Boston Architectural College 1981 — 1981
Architectural Design
Berklee College of Music 1977 — 1978
piano composition and arranging
The Way To Balance, LLC November 1993 - Present
Eastern Bank 1997 - 1998
Bank of Boston 1990 - 1997
Skills
Medical Intuitive, Master Hypnotherapist, Craniosacral Therapy, Hypnotherapy, Energy Healing, Holistic Health, Wellness, Healing, Alternative Medicine, Reiki, Pain Management, Meditation, Stress Management, Wellbeing, Stress, Lifestyle, Wellness Coaching, Supplements, Yoga, Nutritional Counseling, Nutrition, Energy Work, Life Coaching, Personal Development, Relaxation, Lifestyle Coaching, Fitness, Aromatherapy, Swedish, Bodywork, Weight, Chakra Balancing, Reflexology, Self-esteem, Chronic Pain, Essential Oils, Therapists, Detoxification, Chronic Illness, Treatment, Back Pain, Herbal, Headaches, Acupuncture, Therapeutic Massage, Myofascial Release, Migraine, Insomnia, Public Speaking, Coaching
Education
Cayce Reilly School of Massotherapy 1992 — 1993
Licentiate degree in Massage, Massage Therapy/Therapeutic Massage; Acupressure; Hypnotherapy
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
MBA, Finance & International Business
Hartwick College
Bachelor of Arts, French and Spanish
Eastern Bank February 2014 - Present
Eastern Bank May 1992 - January 2014
Skills
Banking, Financial Analysis, Corporate Finance, Finance, Fixed Assets, Account Reconciliation, Financial Services, Financial Reporting, Internal Controls, Accounting, Analysis, General Ledger, Accounts Payable, Business Analysis, Management
Education
Southern New Hampshire University 2013 — 2014
Certificate, Business Information Systems, 4.0
Bentley College 1997 — 2007
Bachelors Degree, Finance
New England College of Finance 1993 — 1997
Associates Degree, Finance/Banking
Curate Partners October 2014 - Present
Brookline Bank July 2013 - September 2014
Eastern Bank August 2012 - July 2013
Eastern Bank January 2011 - August 2012
Iron Mountain Records Management 2010 - 2010
ACS Development Corporation 2009 - 2009
Sapphire Technologies 2008 - 2008
Skills
Loans, Credit, Credit Analysis, Finance, Analysis, Portfolio Management, Investments, Sales, Leadership, Management
Education
Bentley University 2006 — 2010
Finance, Business
Bentley University
Bachelor of Science (B.S.), Finance, General
Eastern Bank February 2015 - Present
WB Games/Turbine Inc. August 2011 - February 2015
RNK Communications February 2007 - July 2011
Skills
TCP/IP, Servers, Computer Hardware, Microsoft Office, DNS, Troubleshooting, Technical Support, Active Directory, Powershell, Linux, Windows, OS X, Windows Server, Telecommunications, VMware, Cisco Technologies, Data Center, Networking, LAN-WAN, System Administration, DHCP, VPN, WAN, Microsoft Windows, Mac OS X, OSI Model, Cisco IOS, SCCM, SCSM, SCORCH, System Center Products
Education
Borough of Manhattan Community College
Massachusetts Bay Community College
Hewlett Packard via IDC Technologies Inc. May 2015 - Present
GameStop November 2012 - Present
Hewlett-Packard Via BCForward February 2013 - February 2015
Eastern Bank July 2007 - February 2012
Best Buy May 2009 - September 2010
CompUSA June 2006 - July 2007
TJX Marshalls April 2004 - June 2006
Skills
Customer Service, Retail, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Satisfaction, Sales, Data Entry, Cash Register, Leadership, Cashiering, Retail Sales, Inventory Management, Teamwork
Education
ITT Technical Institute-Wilmington 2011 — 2013
Science Degree in Information Technology - Computer Network Systems
ITT Technical Institute-Wilmington 2011 — 2013
Associate of Science Degree in Information Technology - Computer Network Systems, Computer Networking Systems
Boston Auto Advocate 2011 - Present
South Shore Ford June 2003 - May 2007
Silicon Valley Bank April 2000 - 2002
Eastern Bank 1997 - 2000
Skills
Situational Sales..., Sales Automotive, Automobile Valuation, Finance Automobile, Investments, Budgets, Negotiation, Alternative Investments, Portfolio Management, Start-ups, Analysis, Finance, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Financial Modeling, Venture Capital, Private Equity, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Hamilton College 1984 — 1988
B.A., LIBERAL ARTS
Eastern Bank October 2014 - Present
PricewaterhouseCoopers June 2004 - October 2014
Bentley College September 2003 - May 2005
Bentley College September 2001 - May 2005
Meredith Village Savings Bank May 2002 - September 2003
Skills
IT Audit, Information Security, Information Security..., Security, Network Security, Information Technology, PCI DSS, IT Strategy, Vulnerability Assessment, CISSP, Penetration Testing, Networking, Disaster Recovery, ISO 27001, Computer Forensics, Routing Protocols, Unix
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master of Science, Information Technology
Bentley University 2001 — 2005
Bachelor of Science, Computer Information Systems
Pivotal Software, Inc. July 2015 - Present
Pivotal Software, Inc. May 2013 - June 2015
EMC August 2012 - May 2013
EMC July 2011 - August 2012
EMC July 2010 - July 2011
Eastern Bank February 2009 - February 2010
Skills
Microsoft Office, Hyperion Enterprise, Essbase, OBIEE, Brio Reports, Financial Analysis, Financial Reporting, Financial Modeling, Management, Analytics, Analysis, Hyperion, Financial Risk, Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Bayridge Hospital September 2010 - Present
North Shore Medical Center January 2003 - Present
Baldpate Hospital September 2009 - May 2011
Eastern Bank January 2000 - January 2003
Skills
Healthcare
Education
St. Joseph's College (ME) 2012 — 2014
Master's degree, Nurisng
Northern Essex Community College 2006 — 2009
ADN, Nursing
Santa Fe Community College 1995 — 1997
AS Business, Business Administration
Ashford University
BA, Business Management
Eastern Bank June 2015 - Present
Eastern Bank June 2014 - June 2015
Eastern Bank February 2012 - June 2014
Eastern Bank November 2010 - February 2012
Eastern Bank January 2009 - November 2010
Eastern Bank May 2008 - August 2008
Eastern Bank June 2007 - August 2007
Skills
Credit Risk, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management, Loans, Banking, Financial Modeling
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Bentley University 2005 — 2008
Bachelors of Science, Finance
Boston Latin Academy 2001 — 2005
South Shore YMCA October 2011 - Present
South Shore Stars 1999 - Present
Initiative for a New Economy June 2009 - September 2011
Eastern Bank February 1991 - June 2008
Skills
Public Speaking, Non-profits, Fundraising, Strategic Planning, Organizational..., Leadership, Nonprofits, Team Building, Training, Financial Analysis, Program Management, Strategy, Budgets, Project Management, Coaching, Board Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1981
MBA, Organizational Development
Colby College 1968 — 1972
BA, English
Amica Mutual Insurance August 2015 - Present
Amica Mutual Insurance September 2014 - August 2015
Amica Mutual Insurance Co. September 2012 - September 2014
Amica Mutual Insurance Co. April 2010 - August 2012
Amica Mutual Insurance Co. October 2008 - April 2010
Amica Mutual Insurance Co. December 2005 - June 2009
Amica Mutual Insurance Co. August 2006 - October 2008
Amica Mutual Insurance Co. July 2003 - August 2006
Amica Mutual Insurance Co. January 2003 - July 2003
Eastern Bank 2002 - 2002
Skills
Insurance, Property & Casualty..., Claim, Customer Service, Employee Relations, Process Improvement, General Insurance, Underwriting, Casualty Insurance, Project Management, Project Planning, Commercial Insurance, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
BS, Economics, Finance
Milton High School
Measured Wealth Private Client Group, LLC March 2015 - Present
Pax World Funds March 2008 - February 2015
Eastern Bank 2003 - 2008
Eastern Bank 2003 - 2004
Mirus Capital Advisors 2001 - 2001
Standard & Poor's 2000 - 2001
CGU Insurance 1998 - 1999
Hagler, Mastrovita, & Hewitt 1996 - 1998
Whittier Partners 1995 - 1996
Skills
Portfolio Management, Valuation, Asset Management, Mutual Funds, Equities, Equity Research, Industry Analysis, Bloomberg, Wealth Management, Financial Modeling, Asset Allocation, Investments, Financial Analysis, Microsoft Office, Accounting, Excel, Equity Valuation, Factset, Fundamental Research, Research, PowerPoint, DCF, Investment Strategies, Trading, Word
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
Babson College 1991 — 1995
BS, Accounting
Devens Online October 2012 - Present
United Appraisers of America org October 2010 - Present
Be Happy! Realty October 2008 - Present
MLS ASAP! October 2008 - Present
Request for Appraisal com October 2000 - Present
Corrieri & Company, Inc. September 2000 - Present
CRF Partners, Inc. October 1999 - October 2001
Cushman & Wakefield of Massachusetts, Inc. July 1997 - October 1999
Eastern Bank June 1996 - July 1997
Pemberton Appraisal Co., Inc. June 1992 - June 1996
Skills
Real Estate, Investors, Appraisals, Investment Properties, Real Estate Economics, Residential Homes, Single Family Homes, Condos, FHA, Valuation, Landlords, Tenant Representation, Seller Representation, Buyer Representation, Real Estate Financing, Corporate Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Home Sellers, Short Sales, Luxury, Seniors, Referrals, New Home Sales, Home Staging, Listings, Notary Public
Education
Boston University, Center for Professional Education 1995 — 1998
Certificate in Real Estate Finance, in alliance w/ Real Estate Finance Association (REFA); Awarded
Boston University; Center for Professional Education 1995 — 1998
Diploma in Real Estate Studies; Awarded
Bentley University 1988 — 1992
Bachelor of Science Degree in Finance, Awarded
Massachusetts Board of Real Estate Appraisers; Center for Continuing Professional Education
Leader Bank May 2014 - Present
Building Bridges Through Music Inc January 2007 - Present
Brookline Bank February 2008 - May 2014
West Medford Community Center October 2008 - March 2014
Eastern Bank May 1994 - January 2008
Skills
Small Business Lending, Retail Banking, Commercial Lending, Loans, Deposits, Real Estate, Credit, Commercial Banking, Banking, Consumer Lending, Branch Management, Mortgage Lending, Lines Of Credit, Credit Analysis, Cross Selling, Management
Education
New England College of Business
Master’s Degree, Business Administration and Management, General
New England College of Business and Finance 2013 — 2014
Bachelor's degree, Business Administration and Management, General
New England College of Business and Finance 2006 — 2009
Associates of Science, Business Administration
Babson College 2005 — 2006
Certificate, Financial Studies
New England Banking Institute 1996 — 1997
Management and Financial Services
Eastern Bank March 2013 - Present
Eastern Bank December 2011 - March 2013
Eastern Bank November 2008 - December 2011
Skills
Credit, Commercial Banking, Banking, Small Business Lending, Consumer Lending, Loans, Cross Selling, Credit Analysis, Customer Service, Retail Banking, Sales, Sales Operations
Education
Lowell Academy Hairstyling Institute
Homefield Credit Union March 2013 - Present
Anna Maria College December 2011 - March 2013
Eastern Bank December 1986 - January 2012
Eastern Bank 1986 - January 2012
New England College of Finance 1989 - 1995
M-Tech April 1984 - December 1986
Multibank Financial January 1983 - April 1984
Mechanics Bank May 1981 - April 1984
Skills
Organizational..., Team Leadership, Strategic Leadership, Banking, Community Banking, Banking Technology, IT Management, Retail Banking, Correspondent Banking, Government Banking, Mortgage Banking, Staff Development, Strategic Planning, Administration, New Business Development, Risk Management, Commercial Banking, Mergers, Business Strategy, Process Improvement, Organizational..., Change Management, Operations Management, Management, Mergers & Acquisitions, Management Consulting, Leadership, Business Process..., Vendor Management, Cash Management, Leadership Development, Marketing, Enterprise Software, Program Management, Business Planning, Finance, Strategy, Financial Services, Credit, Loans, Project Management
Education
University of Pennsylvania 2012 — 2014
Leave of Absence - D.Ed. (program), Higher Education Management
Harvard Business School 2001 — 2001
TGMP, The General Mgmt Program
ABA - Stonier Graduate School of Banking 1994 — 1997
Graduate, Banking
Harvard University- Extention School 1983 — 1985
CSS, Administration & Mgmt (Quantitative Studies)
Anna Maria College 1981 — 1983
MBA, Management
Anna Maria College 1977 — 1983
BA, Biology
Nipmuc RHS 1973 — 1977
Diploma, College Prep Degree
Eastern Bank October 2012 - Present
State Farm February 2008 - July 2012
Enterprise Rent-A-Car May 2004 - January 2008
Skills
Retirement Planning, Life Insurance, Underwriting, Insurance, Banking, Mutual Funds
Education
Ball State University - College of Business 2000 — 2004
Bachelor of Science (B.S.), Financial Planning and Services
Eastern Bank August 2015 - Present
Serta March 2015 - July 2015
New England Motor Press Association October 2012 - March 2015
Parent Bernier, Inc. December 2008 - March 2015
Eastern Bank August 2012 - December 2013
Colonial Saw Company August 2005 - December 2008
Middleborough Gas & Electric December 2004 - February 2005
Mayflower Bank February 2001 - June 2004
Mayflower Co-operative Bank 2000 - 2004
Rockland Trust Company September 1995 - February 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Data Entry, PowerPoint, Administrative..., Teamwork, Process Scheduler, Fax, Time Management, English, Event Planning, Research
Education
Bay State College 1993 — 1994
Accounting
Middleborough Memorial High School 1976 — 1980
High School, Business
Malden Family Health Ctr July 2015 - Present
Beth Israel Deaconess Medical Center May 2015 - June 2015
Medical Professional Institute January 2015 - June 2015
Eastern Bank February 2013 - September 2014
Sovereign Bank February 2010 - February 2013
Sovereign Bank September 2007 - October 2009
Papa Gino's February 2003 - August 2006
Skills
Phlebotomy, Certified EKG Technician, First Aid Training, CPR Certified, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Consumer Lending, Branch Management, Retail Banking, Cash Management, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Credit, Cross Selling, Loan Origination, Loans, Lines Of Credit, Credit Analysis, Mortgage Lending, Finance
Education
Medical Professional Institute 2015 — 2015
Electrocardiograph Technology/Technician
Medical Professional Institute 2015 — 2015
Phlebotomy Technician/Phlebotomist
Burlington High School 1994 — 1997
Red Hat May 2015 - Present
Nashoba Valley Ski Area November 2010 - Present
Eastern Bank May 2014 - August 2014
One Stop Fun April 2012 - August 2013
Progress Software April 2013 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Time Management
Education
Assumption College 2013 — 2017
Majoring in Organizational Communication, Minor in Marketing
Westford Academy 2009 — 2013
Lucido & Company 2015 - Present
Eastern Bank June 2008 - September 2014
Eastern Bank May 2006 - June 2008
Eastern Bank February 2002 - May 2006
Eastern Bank April 1997 - February 2002
Skills
New Business Development, Relationship Management, Retail Banking, Small Business Lending, Customer Service, Commercial Lending, Consumer Lending, Banking, Credit, Loans, Commercial Banking, Small Business, Commercial Mortgages, Credit Analysis, Management, Mortgage Lending, Portfolio Management, Sales, Strategic Planning
Education
Boston College
Completed 3 years coursework towards Bachelor's Degree
DCAMM Division of Capital Asset Management and Maintenance May 2015 - August 2015
Eastern Bank May 2012 - August 2014
U.S. House of Representatives September 2013 - December 2013
Federation of American Scientists October 2011 - December 2011
Skills
Social Media, Facebook, Foreign Policy, Research, Editing, Community Outreach, Marketing, Customer Service, Fundraising, Nonprofits
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (JD)
American University 2010 — 2014
Bachelor's degree, Political Science: Law and Policy, Communications
Rockland Trust June 2015 - Present
Eastern Bank July 2013 - June 2015
Eastern Bank July 2011 - August 2013
Citizens Bank December 2009 - July 2011
Brandeis University January 2007 - July 2009
Citizens Bank July 2005 - December 2006
Sterling Bank Plc 2002 - 2005
Skills
Banking, Credit, Credit Analysis, Loans, Finance, Relationship Management, Portfolio Management, Retail Banking, Mutual Funds, Customer Service, Commercial Banking, Financial Analysis, Financial Modeling, Business Strategy, Business Development, Management, Financial Modeling &..., Customer Relations, Risk Management
Education
Brandeis University
Master of Science, Finance
University of Agriculture, Makurdi
Bachelor of Science, BSc, Agric. Economics, Second Class Upper Division
East Boston Savings Bank October 2014 - Present
Eastern Bank May 2012 - October 2014
Admirals Bank September 2010 - May 2012
Reap Appraisal Services July 1997 - July 2010
Skills
Cyclist, Soccer Coach, Trail Runner, Real Estate, Commercial Real Estate, Residential Homes, Mortgage Lending, Real Estate Economics, Investment Properties, Public Speaking, First Time Home Buyers, Customer Service, Asset Management, Loans
Education
Boston College 1983 — 1987
Proctor Academy 1979 — 1983
National Urban Fellows May 2015 - Present
Nutter McClennen & Fish LLP September 2012 - May 2015
College Bound Dorchester October 2011 - August 2012
Eastern Bank May 2008 - October 2011
Riverside Community Care August 2007 - April 2008
Skills
ADP Payroll, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Employee Orientations, Onboarding, Recruiting, Sourcing, Organizational..., Coordinate Meetings, HRIS Database Management, Open Enrollment, Training, HRIS, Interviews, New Hire Orientations, Employee Relations, Applicant Tracking..., Human Resources
Education
University of Massachusetts Boston 2009 — 2010
Certificate, Human Resources Management
Boston College 2003 — 2007
Bachelor of Arts, Communications and Human Development
Eastern Bank October 2013 - Present
KeyBank October 2012 - October 2013
Notre Dame Federal Credit Union October 2011 - October 2012
M&T Bank July 2010 - October 2011
Education
University of Notre Dame 2006 — 2010
Bachelor of Arts, Political Science
Boston College 2014 — 2016
Master of Business Administration, Finance
EY June 2013 - Present
EY March 2011 - May 2013
Robert Half International - Robert Half Finance and Accounting March 2007 - March 2011
Direct Neighorbood Marketing 2003 - 2007
DMC HomeLink, LLC / DynaSync Solutions, LLC 2000 - 2002
Citizens Financial Group 1999 - 2000
Eastern Bank 1994 - 1999
Skills
Talent Acquisition, Talent Assessment, Recruitment/Retention, Relationship Cultivation, Resume Mining, Employee Relations, Technical Recruiting, Assurance, Human Capital Management, Interviewing, External Audit, Sourcing, Global Sourcing, Strategic Sourcing, Resume, Interviews, Talent Management, Sarbanes-Oxley Act, Recruiting, CRM, Mergers & Acquisitions, Human Resources, Temporary Placement, Permanent Placement, Personnel Management, Financial Reporting, Management, Accounting, Internal Audit
Education
Babson College 1990 — 1994
Bachelors of Science, Accounting
Xavier High School - Middletown CT 1986 — 1990
High School, High School/Secondary Diplomas and Certificates
The Provident Bank 2014 - 2015
The Provident Bank 2008 - 2014
Cambridge Savings Bank November 2005 - June 2008
Eastern Bank March 1998 - November 2005
Fleet Bank 1991 - 1998
Essexbank 1978 - 1985
Education
Graduate School of Retail Bank Management, UVA 1983 — 1985
Retail Banking
Bentley University 1974 — 1978
BS, Accounting
Eastern Bank June 2015 - Present
Bentley University September 2014 - May 2015
ERCOT May 2014 - August 2014
University of Tulsa August 2010 - May 2014
Northwestern Mutual March 2013 - December 2013
PolyDyne Software Inc. June 2011 - August 2011
Skills
Salesforce.com, Access, Long-term Care, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Risk Management
Education
Bentley University 2014 — 2015
Master of Science (MS), Finance, Magna Cum Laude
University of Tulsa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Eastern Bank October 2014 - Present
Skills
Loans, Strategic Planning, Commercial Lending, Risk Management, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Credit, Business Analysis, Leadership, Investments, Loan Origination, Small Business Lending, Financial Services, Mortgage Lending, Business Strategy, Strategic Financial..., Cross-functional Team..., Consumer Lending, Finance, Relationship Management, Retail Banking, Financial Modeling, Cash Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Masters in Business, Graduated Cume Laude
Boston Scientific June 2015 - Present
Bentley University August 2012 - May 2015
Bentley University September 2011 - May 2015
Iron Mountain June 2014 - August 2014
Eastern Bank June 2013 - August 2013
YMCA June 2008 - August 2013
YMCA May 2012 - August 2012
Lowell High School August 2009 - May 2011
Skills
Economics and Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Factset, Time Management, Teamwork, Leadership, Training, Teaching, Management, Customer Service, Facebook, Access, Outlook, Public Speaking
Education
Bentley University 2011 — 2015
Bachelor of Science, Economics-Finance and Liberal Studies, Economics and Finance & Ethics and Social Responsibility
Lowell High School 2007 — 2011
Eastern Bank August 2014 - Present
Skills
Workout, Commercial Lending, Commercial Banking, Middle Market, Asset Based Lending
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1991
MBA
Bates College 1981 — 1985
B.A., Economics
Eastern Bank March 2015 - Present
Eastern Bank July 2010 - March 2015
Eastern Bank April 2008 - July 2010
Eastern Bank April 2006 - April 2008
Beverly National Bank 2003 - 2006
Skills
Interest Rate Risk..., Finance, Balance Sheet, Derivatives, Strategic Planning, Liquidity, Banking, Cash Management, Commercial Banking, Credit Analysis
Education
Graduate School of Retail Bank Management, Consumer Bankers Association 2011 — 2013
University of Massachusetts Boston 2010 — 2010
Fellow - Emerging Leaders Program - Center for Collaborative Leadership
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance; Economics & Financial Markets
Drew University 1999 — 2003
BA, Economics
Eastern Bank January 2013 - Present
Citizens Bank February 2011 - December 2012
Citizens Bank September 2002 - February 2011
EGSBANK A.S. September 1997 - September 1999
Toprakbank, A.S. March 1996 - September 1997
Yasar Bank, A.S. March 1995 - March 1996
Skills
Retail Banking, Loans, Banking, Credit, Mortgage Lending, Credit Analysis, Direct Sales, Business Banking, Portfolio Management, Loan Origination, Sales, Lines Of Credit, Commercial Banking, Credit Risk, Underwriting, Small Business Lending, Deposits, CRM, Cross Selling, Consumer Lending, Cash Management, Commercial Lending, Commercial Mortgages, Treasury Management, Asset Based Lending, SBA
Education
Citizens Bank 2008 — 2008
Credit Analyst Training Program
Boston University 2000 — 2002
Master's degree, Financial Economics
Anadolu Üniversitesi 1990 — 1994
Bachelor's degree, Accounting and Business/Management
SBLI of Massachusetts August 1996 - Present
Savings Bank Life Insurance Company of Massachusetts 1996 - Present
H H Sisson Insurance August 1995 - August 1996
Eastern Bank December 1988 - August 1995
Skills
Insurance, Microsoft Office
Education
Salem State College 1973 — 1977
BS, Business Administration
Bentley College 1992 — 1993
Certificate Program, Direct Marketing
Eastern Bank July 2014 - Present
Eastern Bank July 2013 - Present
Eastern Bank December 2011 - June 2013
Eastern Bank July 2008 - November 2011
Skills
Credit Analysis, Commercial Lending, Financial Modeling, Financial Analysis, Portfolio Management, Credit, Loans, Commercial Banking, Banking, Underwriting, Credit Risk, Mortgage Lending, Small Business Lending, Consumer Lending, Loan Origination
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Business Administration
Babson College 2004 — 2008
Finance and Strategic Management
Mutual Bank December 2014 - Present
Eastern Bank November 1994 - December 2014
Skills
Banking, Customer Service, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Non-profits, Sales, Business Development, Leadership, Small Business, Financial Analysis, Deposits, Coaching, Credit, Nonprofits, Retail Banking
Education
Babson College 1991 — 1992
Massachusetts School for Financial Studies
Massasoit Community College 1980 — 1982
associates, business
Eastern Bank November 2012 - Present
Sovereign Bank May 2010 - October 2012
Digital Federal Credit Union June 2002 - May 2010
Middlesex Savings Bank October 1992 - May 2002
Friendly Ice Cream Corporation October 1987 - June 1992
Skills
Commercial Lending, Commercial Banking, Cash Management, Lines Of Credit, Mortgage Lending, Retail Banking, Banking, Commercial Mortgages, Business Development, Credit, Investments, Small Business Lending, Loans, Financial Risk, Customer Service, Small Business, Finance, Credit Cards, Leadership, Financial Analysis, Financial Services, Loan Origination, Credit Analysis, Consumer Lending
Education
New England College of Business and Finance 2010 — 2011
Master, Finance, 3.97
Bentley University 1999 — 2003
Bachelor, Finance
L-3 Advanced Programs August 2015 - Present
L-3 Communications January 2013 - August 2015
Grant Thornton LLP October 2010 - December 2012
Pearson Prentice Hall January 2010 - May 2010
Upromise October 2008 - December 2009
Bentley University October 2006 - May 2009
Eastern Bank May 2007 - August 2008
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, SOX Compliancy, Analysis, Finance, Financial Accounting, Financial Statements, GAAP, Internal Audit, Microsoft Excel, SEC Filings, US GAAP, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
BS, Accounting
Revere High School 2000 — 2005
High School Diploma
EBSCO Publishing August 2013 - Present
Metropolis Family Fine Minerals January 2012 - Present
EBSCO Information Services April 2013 - August 2013
DSV November 2011 - May 2012
OCEANAIR Inc. October 2008 - November 2011
Panalpina, Inc July 2006 - October 2008
Eastern Bank August 2005 - October 2005
Skills
Customer Service, Sales, Logistics, Training, Human Resources, Microsoft Office, Shipping, Public Speaking, Inventory Management, Customs Regulations, Office Management, Import, Freight Forwarding, Operations Management, Content Management, Materials Management, Invoicing, Switchboard Operator, Debit Cards, POS, Account Management, Ebooks, Academic Journals, Journals, Academic Publishing, Online Publishing, Audio Books, Communication, Internal Communications, Kanban, Lean Management
Education
Arizona State University 2001 — 2005
Bachelor of Arts; of Liberal Arts and Sciences, Communications
Timberland January 2015 - Present
Nordstrom November 2013 - December 2014
Bay State College 2011 - May 2014
Nordstrom May 2011 - November 2013
Nordstrom June 2013 - September 2013
Eastern Bank May 2010 - December 2010
GNC June 2007 - August 2009
Skills
Merchandising, Licensing, Product Management, Microsoft Office, Customer Service, Retail, Visual Merchandising, Management, Retail Sales, Inventory Management, Retail Marketing, Time Management, Sales, Social Networking
Education
Bay State College 2011 — 2014
BS, Fashion Merchandising
Bridgewater State College 2009 — 2011
Eastern Bank November 2007 - Present
Skills
Financial Services, investments, mutual funds, 401-k plans, retirement income..., retirement education, liability-driven..., fixed income, mortgage-backed..., reverse mortgages, project management, Public Speaking, sales & business..., partner relationship..., Mutual Funds, Fixed Income, Retirement Planning, Investments
Education
Boston College - Carroll School of Management 1971 — 1975
Bachelor of Science (B.S.), Finance, General
Boston University
Certificate, Project Management, Risk Management
Eastern Bank May 2012 - Present
People's United Business Capital November 2011 - May 2012
Eastern Bank March 2006 - November 2011
Massachusetts Division of Banks July 2002 - August 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Finance, Credit, Small Business Lending, Banking, Credit Risk, Consumer Lending, Underwriting, Mortgage Lending
Education
Boston College 1998 — 2002
BS
Suffolk University - Sawyer Business School 2004 — 2005
MBA
St. John's Prep 1994 — 1998
Performer's Edge Dance Center June 2005 - Present
Embassy Suites Boston-Logan Airport December 2007 - June 2008
Crowne Plaza Boston - Natick July 2007 - December 2007
The Peabody Orlando 2005 - 2007
Eastern Bank 2003 - 2005
Education
Salem State University 2001 — 2005
BS, Management
Bentley University 2000 — 2001
Management
Pershing LLC, a BNY Mellon company May 2012 - Present
Eastern Bank February 2010 - March 2012
Eagle Retirement Consulting January 2009 - February 2010
National Financial, a Fidelity Investments Company January 2001 - January 2009
Skills
Relationship Management, Banking, Product Development, Insurance, Sales, Marketing, Medicare, Trusts, Mutual Funds, Wealth Management, Series 7, Securities
Education
Boston College 1988 — 1992
BA, Economics
Holderness 1985 — 1988
RSA The Security Division of EMC May 2010 - Present
Grand Circle Corporation December 2009 - March 2010
AARP Financial January 2009 - December 2009
Eastern Bank January 2008 - July 2008
MetLife May 2000 - January 2008
Fleet Bank 1998 - 2000
Skills
Analytics, Segmentation, Database Marketing, Direct Marketing, Data Mining, Marketing Automation, Multi-channel Marketing, Competitive Analysis, Start-ups, Lead Generation, Business Analysis, Marketing, Analysis, CRM, Demand Generation, Customer Acquisition, Marketing Analytics, Market Research, Web Analytics
Education
Babson College 1996 — 1998
Bachelor of Science in Business Administration, Marketing
Bryant College 1995 — 1996
Curtis-Straus September 2008 - 2009
Eastern Bank September 2007 - September 2008
Skills
Microsoft Office, Microsoft Excel, Product Development, Project Management, Manufacturing, Engineering, Strategic Planning, Electronics, Lean Manufacturing, Negotiation, Matlab, New Business Development, Sales Management, Microsoft Word, Process Improvement, Customer Service, PowerPoint, Compliance
Education
Ain Shams University 2003 — 2007
Bachelor of Science in Electrical Engineering, Electrical and power engineering
Ain Shams University(collage of engineering) 1999 — 2007
Bachelor of Science (BS), Electrical Engineering Technologies/Technicians
Pioneer Investments August 2013 - Present
Pioneer Investments August 2009 - August 2013
Babson College May 2008 - May 2009
Rocaton Investment Advisors October 2006 - May 2008
Income Research & Management January 2005 - July 2006
Eastern Bank 2002 - 2005
Skills
Bloomberg, Fixed Income, Investments, Equities, Asset Management, Factset, Institutional Investors, Alternative Investments, Asset Allocation, Financial Analysis, Finance, Institutional..., Mutual Funds, Portfolio Management, Series 7, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
Babson College 1998 — 2002
Bachelor of Science (BS), Finance
CoachCove Consulting September 2005 - Present
Eastern Bank August 1997 - August 2005
Mortgage Information Services March 1996 - July 1997
Baybank September 1995 - March 1996
Shawmut Bank February 1987 - August 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1995
MBA, Marketing and Management
College of the Holy Cross 1981 — 1985
Eastern Bank February 2013 - Present
The Kessler Group August 2006 - January 2013
Marketing General Incorporated 2005 - 2006
SMS Direct 2004 - 2005
Skills
Direct Marketing, Marketing, Social Media Marketing, Integrated Marketing, Direct Mail, Brand Development, Advertising, Marketing Strategy, Marketing Communications
Education
American University 2000 — 2004
BSBA, Marketing, Communications
American University - Kogod School of Business 2000 — 2004
Goedecke & Co. October 2005 - Present
Fantini & Gorga August 2001 - September 2005
Eastern Bank January 1998 - July 2001
Skills
Real Estate Economics, Real Estate, Financial Analysis, Portfolio Management, Real Estate Development, Due Diligence, Commercial Real Estate, Investments, Asset Management, Investment Properties, Commercial Banking
Education
Boston College 1992 — 1996
Bank of New Hampshire March 2008 - Present
Eastern Bank May 1988 - January 2008
Fleet National Bank January 1982 - 1988
Fleet National Bank October 1979 - January 1982
Baybank 1977 - 1979
Skills
Portfolio Management, Mergers & Acquisitions, Small Business Lending, Management, Consumer Lending, Strategic Planning, Sales, Marketing, Training, Real Estate, Insurance, Small Business, Mortgage Banking, Executive Management
Education
Boston College 1975 — 1977
M.A.
University of Rhode Island 1972 — 1975
Marquette University 1971 — 1972
Fidelity Investments March 2007 - Present
Congress Trust NA September 2008 - February 2009
Eastern Bank May 1992 - March 2007
Education
Suffolk University - Sawyer School of Management 1993 — 1998
MBA
Boston College 1982 — 1986
BA, Economics
Cape Cod Five Cents Savings Bank August 2013 - Present
We Can January 2012 - Present
Cape Cod Young Professionals August 2009 - December 2013
TD Bank Group September 2011 - August 2013
Brewster Chamber of Commerce November 2011 - June 2012
Eastern Bank December 2008 - September 2011
Citizens Bank June 2007 - December 2008
Kinlin Grover GMAC Real Estate 2005 - 2007
Cape Cod Cooperative Bank 2004 - 2005
Plymouth Savings Bank June 2003 - April 2004
Skills
Loans, Sales, Retail Banking, Banking, Real Estate, Management, Coaching, Commercial Lending, Small Business Lending, Leadership, Small Business, Budgets, Marketing, Finance, New Business Development, Mortgage Lending, Credit, Business Development, Portfolio Management, Consumer Lending, Public Speaking, Building Relationships, Sales Management, Event Management, Financial Analysis, Human Resources, Time Management, Commercial Banking, Leadership Development, Investment Properties
Education
Assumption College 1999 — 2002
Bachelors, Marketing
Framingham State University 1998 — 1999
Marketing
University of Massachusetts Dartmouth 1997 — 1998
Business
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Eastern Bank May 2005 - Present
Eastern Bank January 2001 - May 2005
Fleet Bank October 1999 - December 2000
BankBoston May 1996 - September 1998
BayBank Systems 1994 - 1996
Saucony Inc. October 1991 - May 1994
Skills
Visual Communication, Marketing Communications, Marketing Strategy, Direct Marketing, Financial Services, Advertising, Creative Direction, Leadership, Marketing, Retail, Strategy, Sales, Direct Mail
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2003
Master of Business Administration (M.B.A.), Marketing/MIS
Western New England University 1989 — 1991
Bachelor of Science, Business Administration
State Street July 2014 - Present
State Street July 2013 - July 2014
State Street February 2012 - July 2013
State Street July 2010 - February 2012
Boston College November 2006 - April 2010
Millennium Pharmaceuticals May 2009 - August 2009
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Eastern Bank 2007 - 2007
Skills
Accounting, Excel, Financial Analysis, Microsoft Excel, Finance, Fund Accounting, Bloomberg, Outlook, Word, PowerPoint, Data Analysis, Microsoft Office, Research, Leadership, Social Media, Public Speaking, Financial Accounting
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS), Finance, General
Eastern Bank August 2009 - Present
Citizens Bank February 2000 - August 2009
Skills
Credit Analysis, Loans, Credit, Small Business Lending, Commercial Lending, Commercial Mortgages, Banking, Commercial Banking, Cash Management, Finance, Real Estate
Education
Boston University Questrom School of Business 2000 — 2003
MBA, Finance
Boston College 1990 — 1994
BA, History
Keurig Green Mountain, Inc. March 2014 - Present
Keurig, Inc. March 2012 - Present
Eastern bank 1990 - 2009
Skills
Sales, Customer Service, Financial Analysis, Microsoft Office, Strategic Planning, Management, Cross-functional Team..., Human Resources
Education
Butera School of Art at Fisher College 1984 — 1986
Sign Making
Harvard Pilgrim Health Care March 2014 - Present
Eastern Bank June 2010 - March 2014
Dunkin' Brands September 2006 - June 2010
East Bridgewater Public Schools September 1997 - November 2005
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Budgets, Event Planning, Team Building, Management, Research, Strategic Planning, Process Improvement, Marketing, Retail, Project Management, Negotiation, Inventory Management, Administrative..., Fundraising, Nonprofits, Coaching, Sales, Teaching, Access, Data Analysis
Education
Boston College 1974 — 1977
Nursing
Bridgewater State University
BS, Health/ Education/ PE
Massasoit Community College
Continuing Education
Habitat for Humanity of Cape Cod June 2012 - Present
Habitat for Humanity - Cape Cod September 2008 - September 2011
US Trust, Bank of America Private Wealth Mangement 2006 - May 2011
Eastern Bank February 2000 - November 2005
Bank of Boston February 1983 - February 2000
Greenfield Community College September 1970 - May 1973
Skills
Credit, Coaching, Strategic Planning, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Portfolio Management, Investments, Sales Management, Sales, Customer Service, Team Building, Mortgage Banking, Leadership, Asset Managment, Insurance, New Business Development
Education
American International College 1966 — 1971
MED, Psychology/Education
Euro-Pro January 2009 - Present
Optaros October 2008 - January 2009
ADS Financial Services Solutions February 1997 - September 2008
Eastern Bank February 1994 - February 1997
Skills
Forecasting, Analysis, Strategic Financial..., Budgets, Accounting, Auditing
Education
Babson College 1988 — 1992
BS, Finance
Eastern Bank July 2010 - Present
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Mortgages, Commercial Lending, Credit Analysis, Commercial Banking, Loan Origination, Mortgage Lending, SBA, Consumer Lending, Retail Banking, Asset Based Lending, Lines Of Credit, Portfolio Management
Education
Suffolk University 1986 — 1987
Master of Business Administration (MBA)
Boston College 1968 — 1972
B.S., Finance
Eastern Bank June 2014 - Present
Eastern Bank October 2012 - June 2014
Eastern Bank November 2011 - October 2012
Cambridge Associates August 2010 - November 2011
Digitas November 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management, Financial Reporting, Finance, Forecasting, Credit Analysis, Banking, Credit, Loans, Valuation
Education
Boston College - Carroll School of Management 2011 — 2014
MBA
Bentley University 2002 — 2006
Bachelors Science, Finance
First Commons Bank, Newton Centre, MA October 2012 - Present
Mt. Washington Bank June 2006 - October 2012
Eastern Bank 2002 - 2006
Skills
Small Business Lending, Consumer Lending, Loans, Mortgage Lending, Banking, Lines Of Credit, Credit Analysis, Commercial Lending, Retail Banking, SBA, Commercial Mortgages, Credit, Strategic Planning, Commercial Banking, Asset Based Lending, Cash Management, Deposits, Investments, Loan Origination, Portfolio Management, Real Estate, Sales
Education
University of Arizona 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Business Studies
Middlesex Federal Savings, F.A. April 2012 - Present
First National Bank of Ipswich January 2009 - April 2012
Salem Five Bank 2003 - 2008
Warren Five Cents Savings Bank 1997 - 2003
Eastern Bank 1987 - 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Risk Management, Commercial Mortgages, Underwriting, Financial Analysis, Loan Origination, Treasury Management, Retail Banking, Cross Selling, Commercial Banking, Mortgage Banking, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Due Diligence, Finance, Lines Of Credit, Portfolio Management, Cash Management, Refinance, Asset Based Lending, Construction Loans, Middle Market, Financial Structuring, Private Banking, Cash Flow Lending, Financial Institutions, Real Estate Financing, Deposits, Relationship Management, Financial Risk
Education
Bates College 1979 — 1983
BS, Economics
Eastern Bank September 2010 - Present
Sovereign Bank June 2001 - September 2010
Citizens Bank June 1983 - June 2001
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Credit, Lines Of Credit, SBA, Commercial Mortgages, Asset Based Lending, Credit Risk
Education
Babson College 1978 — 1982
Bachelor of Science (B.S.), Finance
LGN
Eastern Bank September 2005 - Present
Cape Cod Bank and Trust April 1999 - August 2004
BankBoston January 1994 - April 1999
Skills
Commercial Lending, Wealth Management, Loans, Portfolio Management, Banking
Education
Babson College 1982 — 1986
B.S.
worcester academy 1978 — 1982
Berkshire Bank April 2013 - Present
Eastern Bank December 2007 - April 2013
Fleet Bank September 2003 - December 2007
Bank of America 2003 - 2007
JET programme 1999 - 2002
Skills
Banking, Customer Service, Commercial Banking, Credit, Loans, Strategic Planning, Sales Operations, Commercial Lending, Management, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Lines Of Credit, Risk Management
Education
Harvard University
Masters in Finance, Finance
Furman University 2008 — 2010
Graduate Programme, CBA/BAI Graduate School of Retail Banking
Ulster University
BA HONS, Double major Business & Japanese
沖縄国際大学
Monbusho Scholar, Japanese
Dublin City University
Institute of Technology, Tallaght
Christian Brothers College
Eastern Bank October 2013 - Present
Eastern Bank September 2012 - Present
Kingston Economic Development Commision November 2011 - October 2013
Eastern Bank July 2011 - October 2013
Kingston Public Library Foundation Inc July 2012 - June 2013
Eastern Bank March 2006 - July 2011
Skills
Retail Banking, Fluent in Spanish, Team Leadership, Loans, Business Strategy, Relationship Management, Customer Service, Risk Management, Team Building, Strategic Planning, Sales, Process Improvement, Coaching, Financial Services, Public Speaking, Small Business Lending, Recruiting, Event Planning, Consumer Lending, Home Equity Loans, Lines Of Credit, Public Relations, Leadership Development
Education
New England School for Financial Studies- Babson College 2014 — 2015
Banking, Corporate, Finance Studies
Conexión , Boston, MA
Leadership
The Partnership Inc.
Associate's Class- Valedictorian
Arizona Western College 1998 — 2000
Associate's degree
Eastern Bank March 2010 - Present
Citizens Bank May 2004 - March 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Underwriting, Consumer Lending, Cash Management, Credit Risk, Financial Services, Financial Analysis
Education
Bentley University 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor's degree, Business
Eastern Bank August 2006 - March 2015
American Red Cross August 1998 - August 2006
Harvard University August 1990 - August 1998
Skills
ADP Payroll, PeopleSoft, CPP, Ceridian Payroll System, ADP E-Time, ADP Payforce, ADP ezLaborManager, ADP Pay Expert, ADP R report writer, Employee Benefits, HRIS, Payroll
Education
Bentley University
Bachelor's Degree, Management
Bentley University
Bachelor of Science (B.S.), Management and Accounting
Fairway Independent Mortgage Corporation July 2014 - Present
Everbank April 2013 - October 2013
Salem Five Mortgage January 2013 - March 2013
Eastern Bank August 2009 - August 2012
MGIC 1994 - 2003
Skills
Loans, Credit, Mortgage Lending, Banking, FHA, Underwriting, Mortgage Banking, Credit Analysis, Financial Analysis, Risk Management, Credit Risk, Real Estate, New Business Development, Retail Banking, Private Banking, Sales, Treasury Services, Treasury Management, Management, FHA financing, Refinance, Residential Mortgages, Asset Management, Negotiation, Investment Properties, Reverse Mortgages, Customer Service, Consumer Lending, First Time Home Buyers, Due Diligence, Finance, Financial Services, Analysis, Wealth Management, Training, Insurance, RESPA, VA loans, Government Loans, Lines Of Credit, Financial Risk, Relationship Management, Portfolio Management, Asset Based Lending, Retirement Planning, Cash Management, Investments, Process Improvement, USDA, SBA
Education
Assumption College 1974 — 1978
BA, Social and Rehabilitative Services
Eastern Bank November 2013 - Present
People's United Bank July 2011 - Present
Danversbank April 2000 - June 2011
Beverly National Bank 2000 - 2009
Eastern Bank May 1987 - April 2000
Skills
Wealth Management, Wealth Management..., Trust Services
Education
Babson College 1977 — 1981
BS, Finance and Investments
SBLI of Massachusetts August 1996 - Present
HH Sisson Inc June 1995 - August 1996
Eastern Bank December 1986 - June 1995
Skills
Insurance, Benefits Administration, Direct Marketing, Auditing, Compliance, Customer Service, Account Management, Lead Generation, CRM, Analysis, Risk Management, Recruiting, Employee Benefits, Underwriting, Team Building, Fixed Annuities, Policy, Life Insurance, Health Insurance, Strategic Planning, Banking, Disability Insurance
Education
Bentley College 1995 — 1996
Certificate program, Direct Marketing
The American College 1984 — 1986
CLU, ChFC, Insurance, Financial Planning
Salem State College 1973 — 1977
BS, Business Administration and Management, General
Everest Fuel Management 2010 - Present
Everest Fuel Management 2008 - 2010
Eastern Bank 2006 - 2008
Skills
Strategic Planning, Process Improvement, Flights, Airlines, Negotiation, Customer Service, Aviation, Cash Flow, Sales, Account Management, Customer Retention, Salesforce.com, Time Management, PowerPoint, Logistics, Marketing Strategy, Airports, Inventory Management, Travel Management, Program Management, Management, Financial Reporting, Deposits, Call Centers, Payments, Pricing, Customer Satisfaction, Data Entry, Team Leadership, Outlook, Fuel, Filing, Accounting, Cash Management, Contract Negotiation, Leadership, Spreadsheets, Operations Management, Business Analysis, Business Development, Business Strategy, Microsoft Excel, Team Building, Project Management, Charter, Marketing, Invoicing, Microsoft Word, Forecasting, Teamwork
Education
Curry College 1993 — 1995
Bachelor of Arts in Psychology with a minor in Spanish, Degree
Bentley College 1992 — 1993
Business Major with an Accounting concentration
Eastern Bank June 2013 - July 2014
Eastern Bank January 2008 - Present
Eastern Bank June 1983 - Present
Skills
Cash Management
Education
Bates College 1978 — 1982
BA, History
Cape Cod Surgical Associates, Inc. July 2015 - Present
HTP, Inc. March 2015 - July 2015
Town of Westport, MA November 2013 - February 2015
Joyal Capital Management March 2014 - October 2014
ValueOptions, Inc.® March 2013 - March 2014
Lighting Care Company May 2010 - February 2012
Eastern Bank May 2008 - May 2010
Skills
Time Management, Teamwork, Access, Program Management, Management, Human Resources, Microsoft Word, Microsoft Excel, PowerPoint, Team Building, Outlook, QuickBooks, Accounts Receivable, Accounts Payable, Bank Reconciliation, Invoicing, Billing Services, Supply Management, Vendor Management, 3rd Party Relationships, Customer Service, Public Speaking, Project Management, Document Preparation, Planning..., Meeting Scheduling, Minute Taking, Coordinating Schedules, Presenting Proposals, Records Management
Education
Bellevue University 2015 — 2016
Bachelor’s Degree, Human Resources Management, 4.0 GPA
Fred Pryor Seminars
Certificate of Attendance, Human Resources for Anyone with Newly Assigned HR Responsibilities, CEU/ CPE Credit
Bristol Community College
Associate's Degree, Business Administration and Management / Accounting, magna cum laude
Everett School District 2009 - 2012
Motorola August 2005 - March 2009
Eastern Bank September 2001 - August 2005
Verizon August 2000 - October 2001
Education
American International College 2010 — 2012
Master's degree, Special Education and Teaching
Merrimack College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Woburn High School 1991 — 1995
Logan Furniture March 2009 - October 2012
Eastern Bank August 2007 - March 2009
Skills
Graphic Design, Web Design, Administrative..., Microsoft Office, Office Administration, Digital Art, Teller Operations, Adobe Creative Suite, Logistics, Furniture, Banking
Education
Art Institute of Pittsburgh 2013 — 2014
Digital Arts
Merrimack Valley High School 2001 — 2005
High School Diploma
Eastern Bank October 1994 - Present
National MS Society 1989 - 1993
Education
Bentley College 1982 — 1986
Bachelor's degree, Business Management
Wareham High School 1978 — 1982
Diploma