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
NWN Corporation December 2014 - Present
NWN Corporation September 2006 - Present
Eastern Bank May 1992 - September 2006
Eastern Bank May 1992 - September 2006
Skills
Project Management, Management, Enterprise Software, Managed Services, Procurement, Purchasing, Help Desk Support, Vendor Management, Disaster Recovery, Process Improvement, Business Continuity, Business Analysis, Program Management
Education
Boston University
Project Management
New England College of Business and Finance
Associate's degree, Business Administration and Management, General
ARCO, llc August 2013 - Present
DreamCasa llc May 2010 - Present
Boston University School of Law 2009 - Present
Eastern Bank January 2011 - August 2013
NECAG 2007 - August 2011
Neighborhood of Affordable Housing NOAH May 2005 - April 2010
Veritas Bank 2008 - 2009
New Fed Mortgage 2006 - 2008
Citizens Bank May 2001 - May 2003
Skills
Real Estate, Banking, Mortgage Lending, Leadership, Program Management, Portfolio Management, Relationship Management, Loans, Consumer Lending, Teaching, Commercial Lending, VA loans, Credit, Nonprofits, Fundraising, Networking, Management, Investment Properties, Financial Analysis, Commercial Banking, Finance, Customer Service, Foreclosures, Securities, Wealth Management, Microsoft Office, Commercial Mortgages, Time Management, Strategic Financial..., Capital Markets, USDA, Investments, Residential Mortgages, Public Relations, Government, Retail Banking, Strategic Planning, Small Business Lending, Budgets, Corporate Law, First Time Home Buyers, Estate Planning, Risk Management, Negotiation, Real Estate Economics, Equities, FHA, Loan Origination, Asset Managment, Entrepreneurship
Education
Boston University School of Law 2000 — 2001
LLM, Banking and financial Law
Universidad Católica Andrés Bello 1994 — 1999
Law, Law
Eastern Bank January 2014 - Present
Eastern Bank June 2012 - December 2013
Bank of America June 2011 - August 2011
Boys & Girls Clubs of Boston April 2005 - July 2010
Stopover Services of Newport County Inc November 2003 - March 2005
Paxen Learning March 2004 - February 2005
Skills
Recruiting, Fundraising, Microsoft Office, Grants, Program Evaluation, Event Planning, Program Development, Financial Analysis, Philanthropy, Data Analysis, Public Speaking, Research, Leadership, Project Management, Program Management, Grant Writing, Curriculum Design, Budgets, PowerPoint, Non-profits, Financial Modeling, Microsoft Excel, Community Outreach, Strategic Planning, Relationship Management, Volunteer Management, Nonprofits, Training, Organizational..., Leadership Development, Strategy, Workshop Facilitation, Analysis
Education
Boston University - School of Management 2010 — 2012
MBA
Brown University 1999 — 2003
A.B., Public Policy - Education Policy
EBSCO Information Services May 2015 - Present
EBSCO Information Services May 2014 - May 2015
German Institute for International and Security Affairs June 2013 - August 2013
Eastern Bank May 2011 - January 2013
New London Historical Society 2012 - 2013
Skills
German, Teller Operations, French, Report Writing, Research, Customer Service, E-Learning, Microsoft Excel, Proofreading, Quantitative Research, Microsoft Office, Editing, Microsoft Word
Education
Connecticut College 2009 — 2014
Bachelor of Arts (B.A.), International Relations, German Studies
IES Abroad 2013 — 2013
Language and Area Studies Program, Freiburg, Germany
TD April 2014 - Present
Eastern Bank March 2012 - April 2014
Bank of America March 2007 - March 2012
Skills
Retail Banking, Consumer Lending, Residential Mortgages, Sales Management, Time Management, Deposits, IRAs, Account Management, Customer Service, Sales, Leadership Development, Team Leadership, Coaching, Construction Loans, Home Equity Loans, Unsecured Loans, Business Loans, Banking, Finance, Financial Services, Loans, Management, Mortgage Lending
Education
New England College of Business and Finance 2013 — 2015
Associate's Degree, Business Administration and Management, General
Community College of Rhode Island 2004 — 2006
Certificate, Tourism and Travel Services Management
Eastern Bank March 2013 - Present
Eastern Bank June 2011 - March 2013
First Financial Bank & Trust May 2010 - April 2011
Autex Mada-Suzuki November 2008 - October 2009
Skills
Retail Banking, Loans, Commercial Banking, Cross Selling, Customer Service, Supervisory Experience, Retail Customer Service, Small Business Lending
Education
Franklin Pierce College 2002 — 2006
Bachelor of Arts (B.A.), European History
Cape Cod Community College 2012 — 2013
Certification, Medical Insurance Coding Specialist/Coder
Citizens Bank April 2014 - Present
Eastern Bank July 2013 - April 2014
Cambridge Savings Bank February 2012 - January 2013
Hat World/Lids June 2008 - June 2010
Skills
Leadership, Training, Sales, Visual Merchandising, Store Management, Loss Prevention, Merchandising, Store Operations, Retail, Retail Sales, Driving Results, Big Box, Inventory Management, New Store Openings, Profit, Shrinkage, Inventory Control, Apparel, Customer Service, New Store Development, Hiring
Education
Bunker Hill Community College 2012 — 2013
Associates of Business Administration, Business
State Street March 2015 - Present
Quintiles October 2013 - May 2014
Eastern Bank February 2013 - July 2013
Skills
Microsoft Office, Active Directory, Configuration Management, Ticketing Systems, Checkpoint Security, Hardware Installation, Software Installation, Remote Desktop, Help Desk Support, Windows 7
Education
Year Up 2012 — 2013
North Shore Community College 2011 — 2012
Bunker Hill Community College
Bachelor's Degree, Business Administration and Management, General
GateWay Scholars Institute of Education July 2014 - Present
North Hill Needham Inc. October 2012 - 2014
Hi-Gear Products Industry January 2012 - May 2012
Zintro Inc. August 2011 - December 2011
Eastern Bank May 2011 - August 2011
Brandeis University August 2009 - May 2011
BRANDEIS UNIVERSITY INTERCULTURAL CENTER August 2008 - May 2011
Brandeis University May 2010 - August 2010
McNeil, Gray and Rice May 2009 - August 2009
CUTCO KNIVES June 2008 - August 2009
Skills
Stata, Economics, Microsoft Office, SPSS, Microsoft Excel, PowerPoint, Research, Market Research, Financial Modeling, Financial Analysis, Capital IQ, Social Media, Analysis, Data Analysis, Training, Qualitative Research, Public Speaking, Marketing, Econometrics, Leadership, Budgets, Statistics, Sales
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, International Economics and Finance/Focus on Marketing Business
Brandeis University 2007 — 2011
BA, Economics
Suffolk University January 2015 - Present
Boston Convention and Exhibition Center November 2014 - November 2014
Mount Auburn Hospital May 2014 - May 2014
Boston Children's Hospital April 2014 - April 2014
New England School of Law December 2013 - December 2013
Harvard Business School October 2013 - November 2013
Harvard Business School September 2013 - September 2013
The Cheesecake Factory July 2012 - September 2013
Joslin Diabetes Center March 2013 - April 2013
Eastern Bank July 2012 - January 2013
Skills
Proficient in Microsoft..., Formal training in..., Cisco IT Essentials..., Customer Service, Outlook
Education
Cambridge College 2012 — 2013
Information Technology
Suffolk University
Bachelor of Arts (B.A.)
Off Newbury April 2015 - Present
Aflac 2015 - May 2015
John Hancock Life Insurance Company (U.S.A.) 2011 - August 2014
John Hancock Life Insurance Company (U.S.A.) 2007 - 2011
John Hancock Financial Services 2005 - 2007
The Limited November 2002 - December 2004
Mass. Office of Student Financial Assistance 2001 - 2004
Eastern Bank 2000 - 2001
Gap Inc. August 1998 - August 2000
Skills
Sales, Long Term Care Insurance, Insurance, Salesforce.com, Long-term Care, Lotus Notes, Customer Service, Life Insurance, LTCP, Toast Masters, Life Accident and Health, CLTC, Internal Wholesaler, Microsoft Office, Visual Basic, Siebel, Avaya, Client Relations Skills, Problem Solving, Computers, Salesforce, Disability Insurance, Accidental Insurance, Dental Insurance, Vision Insurance, Cancer Insurance, Management
Education
Bunker Hill Community College 2003 — 2005
Computer Information Systems, Computers
Bunker Hill Community College
Computer Information Systems
Commonwealth of Massachusetts June 2014 - Present
Salem Five Bank May 2012 - February 2014
Eastern Bank December 2011 - May 2012
Massachusetts Institute of Technology, MIT October 2010 - March 2011
Greencore August 2008 - March 2009
Greencore May 2006 - August 2008
Skills
Spanish, Microsoft Office, Quality Auditing, Mortgage Banking, Compliance, Trade Finance, Trading, Finance, ACH, Stock Market Analysis, Accounts Payable, Accounts Receivable, Tax Preparation..., Six Sigma Black Belt, Six Sigma, Microsoft Excel, Accounting, Financial Analysis, Investments, Financial Reporting, Outlook, Banking, Pivot Tables, Equities, Training
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, Magna Cum Laude 3.8
Northeastern University 2010 — 2012
Bachelor of Science, Finance and Accounting Management;, Magna Cum Laude 3.8
Bunker Hill Community College 2009 — 2010
Associate of Science (A.S.), Finance, and Securities Law, Banking, Corporate, Magna Cum Laude 3.88
Bunker Hill Community College 2008 — 2010
Associate's of Business Administration, Accounting, Magna Cum Laude 3.75
AVETA Business Institute 2008 — 2009
Certification, Six Sigma
Eastern Bank February 2012 - Present
ned devines January 2007 - November 2013
Skills
Customer Service, Customer Satisfaction, Microsoft Excel, Teller Operations, Microsoft Office, Micros, Customer Support, Customer Retention, Customer Service..., Sales, Retail Banking, Branch Banking, Time Management, Call Centers, Telephone Skills
Education
Cambridge College 2013 — 2016
Human Resources Management/Personnel Administration, General
Century Bank March 2012 - Present
Eastern Bank September 2011 - April 2012
Eastern Bank July 2011 - September 2011
Eastern Bank March 2008 - June 2011
Shanghai Xinghualv Exhibition Company 2001 - 2006
Shanghai Gongxiao Hotel 1998 - 2001
Huadong Hospital 1984 - 1998
Skills
Retail Banking, Customer Service, Microsoft Excel, Microsoft Word, Sales, Management, Marketing, Organization, Hospitality, Healthcare Industry, Art Exhibitions, Banking, Credit, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Underwriting, Consumer Lending, Loans, Lines Of Credit
Education
Bunker Hill Community College 2010 — 2012
Accounting Certificate Program, Accounting
Private March 2012 - Present
Hellenic College Holy Cross September 2006 - Present
Eastern Bank September 2006 - December 2011
Skills
Psychotherapy, Psychology, Mental Health, Crisis Intervention, Group Therapy, Family Therapy, Counseling Psychology, Developmental..., Child Development, Mental Health Counseling, Treatment, Adolescents, Public Speaking, Teaching, Motivational..., Non-profits, Student Counseling, Social Services, CBT, Behavioral Health, Stress Management, Resume Writing, Clinical Research, Clinical Supervision, Interventions, Mindfulness, Psychological Assessment, Therapists, Life Transitions, Applied Behavior..., Addiction Recovery, Fundraising, Higher Education, Leadership Development, Nonprofits, Research, Coaching, Community Outreach, Program Development
Education
Walden University 2011 — 2016
Doctor of Philosophy (PhD), Health/Medical Psychology
Northeastern University 2001 — 2003
MS, Counseling Psychology
Boston University 1997 — 2001
Bachelor of Arts (B.A.), Biology and Psychology
Eastern Bank September 2014 - Present
Above The Line Accounting, LLC January 2014 - Present
The Promise Place School May 2013 - March 2015
Raiche & Company, CPA's January 2014 - November 2014
YRL Group November 2012 - May 2013
Cummings Lamont & McNamee, P.A. September 2011 - June 2012
Downeast Accounting Services September 2007 - January 2012
Skills
Tax Preparation, Accounting, Corporate Tax, Tax, Auditing, Bookkeeping, Finance, QuickBooks, Microsoft Excel, Income Tax, Management, Financial Statements, Tax Advisory, Financial Accounting, Client Education, Helping Clients Succeed, Mathematics, Basketball, Strategic Financial..., Business Advising, IRS problem resolution, Management Accounting, Financial Planning, ProSeries, US GAAP, Human Resources, Staff Supervision, Operations Management, Change Management, Reviews, Account Reconciliation, Compilation Of..., Sales Tax, Engagement, Community Service, Hiring Employees, Personal Training, Tax Research, Internal Controls, analysis, Financial Analysis, Business Analysis, Accounts Payable, Accounts Receivable, Tax Accounting, Tax Returns, Quality Assurance, Investments, HR Policies, Cross Country
Education
Southern New Hampshire University 2010 — 2013
Masters, Accounting / Finance
Champlain College 2004 — 2007
Bachelors, Business/Management
Fairway Independent Mortgage Corporation April 2015 - Present
Admirals Bank January 2014 - March 2015
Residential Mortgage Services, Inc. September 2012 - September 2013
Eastern Bank November 1998 - August 2012
FIRSTFED January 1992 - November 1998
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Residential Mortgages, Banking, USDA, FHA financing, Credit Risk, Retail Banking, Real Estate, Mortgage Underwriting, Credit Analysis, Underwriting, Reverse Mortgages, FHA Financing
Education
Bristol Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Eastern Bank August 2011 - January 2014
Skills
Sales Management, Sales Operations, Sales Process, Sales Presentations, Operations Management, Financial Accounting, Tax Accounting, Management, Small Business, Business Strategy, New Business Development, Leadership, Cross Selling, Retail Banking, Financial Analysis, Commercial Banking, Sales
Education
Endicott College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Northeastern University 2007 — 2008
Master's degree (Alumni), Accounting and Finance
Liberty Tax Service January 2015 - Present
Eastern Bank May 1996 - December 2014
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Commercial Mortgages, Mortgage Lending, Cash Management, Underwriting, Wealth Management, Portfolio Management, Financial Analysis, Investments, Credit Risk, Loan Origination, Internet Banking
Education
Winchester Hospital School for Certified Nursing Assistants 2014 — 2014
Certificate for certified nursing assistant, Nursing Assistant/Aide and Patient Care Assistant/Aide
Emmanuel College 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Emmanuel College 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Babson College 2002 — 2004
Certificate in Executive Financial Studies, Accounting and Finance
New England College of Finance 1998 — 2002
Associates Degree, Businesss/Accounting
Cox Communications March 2004 - Present
Cox Communications December 2002 - March 2004
Cox Communications March 2001 - December 2002
Eastern Bank January 2001 - April 2001
Keyport Life Insurance October 2000 - January 2001
BankBoston January 1998 - October 2000
Rhode Island Hospital Trust/ BankBoston December 1995 - January 1998
Skills
Training, Call Centers, Leadership, Telecommunications, Process Improvement, Coaching, Team Building, Management, Change Management, Account Management, Talent Management, Performance Management, Sales Process, Strategic Planning, Franklin Covey Training, Banking, Consulting, Retail Sales, People Leader, Transition Training, Gap Analysis, Customer Service, Vendor Management, Sales
Education
Bryant University
Bachelor of Science in Business Administration, Marketing
Micro Support Group, Inc January 2013 - Present
East Parish United Methodist Church November 2011 - January 2013
Pentucket Medical Associates June 2012 - July 2012
The Provident Bank November 1995 - April 2011
Eastern Bank November 1994 - November 1995
Saugus Bank and Trust Company March 1987 - November 1994
Saugus Bank and Trust Company September 1983 - February 1987
Skills
Software Documentation, Operating Systems, Windows 7, Network Administration, Microsoft Office, Customer Service, Servers, Outlook, Visio, SharePoint, Microsoft Exchange, Project Management, Printers, Technical Support, Microsoft Excel, Disaster Recovery, Troubleshooting, Citrix, ITIL, Access, Microsoft Word, Business Analysis, Team Leadership, Data Entry, Social Networking, IT Operations, Problem Solving, VMware, Banking, Databases, Windows, Social Media, Project Planning, Software Project..., Administrative..., Medical Billing, Medical Coding, Medical Records, PowerPoint, MS Project, Event Planning, Adobe Acrobat, General Ledger, Network Security, Office Management, Publishing, Photoshop, Strategic Planning, Autotask, Help Desk Support
Education
Northern Essex Community College 2011 — 2012
Certificate, Medical Billing, 3.93 GPA
Bunker Hill Community College 1984 — 1990
Associate of Science (AS), Computer Science
Bunker Hill Community College 1984 — 1990
Associate; Associate, Arts Micro Computer Applications; Science Computer Programming
Bunker Hill Community College 1984 — 1990
Associate, Science Computer Science
Citizens Bank July 2013 - Present
Citizen's Bank November 2012 - July 2013
Cambridge Savings Bank July 2007 - August 2011
Eastern Bank May 2005 - February 2006
Plymouth Savings Bank February 2000 - May 2005
People's Savings Bank 1987 - 1993
Skills
Banking, Market Research, CRM, Marketing, Retail Banking, Analytics, Marketing Strategy, Financial Services, Strategic Planning, Product Management, Direct Marketing, Segmentation, Marketing Communications, Database Marketing, Competitive Analysis
Education
Eastern Nazarene College 1995 — 1997
BSBA, Business Administration
Fantini & Gorga October 2005 - Present
Eastern Bank December 2003 - October 2005
Skills
Credit Analysis, Real Estate Finance
Education
Clark University 1997 — 2001
Saint Dominic's Regional High School
MSW Power Corporation September 2012 - Present
IST Energy December 2008 - September 2012
Bancnorth Investment Group March 2003 - April 2008
Eastern Bank January 2000 - December 2002
Schafer Corporation May 1985 - November 1996
Skills
Waste to Energy, Strategic Planning, Sustainability, Product Development, Sustainable Energy
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MS
Marlboro College 1968 — 1972
BA
Santander Bank, N.A. November 2012 - Present
Eastern Bank December 2009 - November 2012
Eagle Bank September 2009 - December 2009
Sovereign Bank February 1981 - May 2009
Shawmut Bank 1981 - 2009
Sovereign Bank December 1987 - February 2008
Skills
Banking, Commercial Banking, Small Business Lending, Commercial Lending, Cross Selling, Management, Consumer Lending, Loans, Investments, Sales Management, Sales, Leadership, Project Management
Education
University of Massachusetts Boston 1979 — 1983
Computer Science
Bunker Hill Community College 1977 — 1979
Associates in Arts, Liberal Arts
Eastern Bank 2007 - Present
TD Bank May 2005 - April 2007
Beantown Bagel 1994 - 2005
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Commercial Mortgages, Mortgage Lending, Retail Banking, Underwriting, Credit Risk, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Branch Management, Lines Of Credit
Education
Bridgewater State University 1981 — 1985
BS, Business Management
Springfield College 1980 — 1981
Eastern Bank March 2015 - Present
Salem Volunteers March 2013 - Present
Salem Five Mortgage Company May 2009 - March 2015
Salem Jazz & Soul Festival March 2012 - April 2013
Wicked Running Club January 2011 - December 2011
Boston Cares 2002 - 2010
REIT Management & Research November 2008 - March 2009
Avalon Risk Management November 2007 - July 2008
Marsh USA, Inc July 2002 - November 2007
Prison Book Program June 2004 - June 2005
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Lotus Notes, Data Entry, Notary Public, Non-profit Leadership, Non-profit Volunteer
Education
Emmanuel College 2004 — 2007
Bachelor of Science, Business Administration
International Air Academy 1999 — 2000
Speciality Degree, Airline Travel Specialist
University of Montana 1995 — 1998
Norwalk Community College 1991 — 1994
Pilgrim Parking, Inc. April 2015 - Present
Paralegal/Legal Administrator January 2015 - Present
Coldwell Banker Residential Brokerage FKA Zip Realty July 2014 - 2015
Connolly, Geaney, Ablitt & Willard, PC September 2010 - April 2014
Ablitt Law Offices April 2006 - September 2010
East Boston Savings Bank 2004 - 2005
Eastern Bank 2000 - 2004
Eastern Bank 1997 - 2000
Skills
Document Drafting, Bankruptcy, Conflict Resolution, Notary Public, title review, Issues Resolution, Accounts Payable, professionalism, Communication, Organization, Microsoft Office, Customer Service, Legal Research, Multi Tasking, Works well with a team, Thinks ahead, Massachusetts..., Rhode Island Foreclosuse, New Hampshire..., Florida Foreclosure, Flexibility, Electronic Filing, Client Billing, Accounts Receivable, Payroll, Third Party Billing, Courts, Legal Documents, QuickBooks, Westlaw, Outlook, Employee Training, Litigation, Legal Writing, Civil Litigation
Education
North Shore Community College 2014 — 2015
Associate's Degree, Business Administration and Management, General
Bill Morgan Real Estate School 2014 — 2014
Certificate of Completion, Real Estate
Bunker Hill Community College 1999 — 2001
Computer Networking, Computers
North Shore Community College 1998 — 2000
Eastern Bank June 2014 - August 2014
Jebsen & Co November 2006 - October 2012
Jebsen & Co July 2005 - November 2006
Guangdong Kelon Electrical Holdings Co., Ltd October 2003 - June 2005
Guangdong Kelon Electrical Holdings Co., Ltd July 2000 - October 2003
Skills
New Business Development, Cross-functional Team..., Business Strategy, Project Management, Analysis, International Business, Forecasting, Negotiation, Strategic Planning, Business Analysis, Corporate Advisory, Logical Thinker, Financial Modeling, Data Analysis, Financial Statement..., Microsoft Excel, Corporate Finance, Brand Management
Education
Boston University Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Concentration in Finance
University of International Business and Economics 1996 — 2000
Bachelor's degree, International Economics
Eastern Bank July 2003 - Present
State Street Bank 1990 - 2002
Deak International 1981 - 1990
Deak-Perera 1977 - 1981
Skills
Foreign Exchange, Banking, Economics, Loans, Trading, Bonds, Credit Analysis, Capital Markets, Equities, Financial Services, Fixed Income, Investments, Securities, Portfolio Management, Commercial Banking, Small Business Lending, Commercial Lending
Education
Connecticut College
Bachelor's degree, Gov't/Economics
The Cape Cod Five Cents Savings Bank November 2014 - Present
Eastern Bank July 2007 - November 2014
Skills
Microsoft Office, Organization, Highly detail oriented, Management, Typing, Dependable Team Player, Customer Oriented, Customer Engagement, Analytic Problem Solving
Education
Nichols College 2012 — 2015
Bachelor of Science (BS), Business Administration- May 2015
Cape Cod Community College 2010 — 2012
Associate's Degree, Business Administration and Management
Salem Five Bank May 2012 - Present
Eastern Bank February 2011 - May 2012
MIT August 2009 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Customer Service, Outlook, Research, English, Accounting, Strategic Planning, Financial Analysis
Education
Northeastern University 1987 — 2012
Bachelor of Science, Finance
Bunker Hill Community College 2009 — 2011
Associates in Science, Accounting and Finance
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
Eastern Bank June 2014 - Present
Eastern Bank December 2012 - May 2014
The Community Bank January 2012 - December 2012
Skills
Customer Service, Commercial Lending, Credit, Customer Satisfaction, Loans, Banking, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Financial Analysis, Small Business Lending, Risk Management
Education
Bridgewater State College 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Maziply Inc July 2014 - Present
Eastern Bank November 2011 - Present
SCM Web Group January 2004 - Present
Sovereign Bank Santander May 2008 - November 2011
Toyota Scion Suzuki of Weymouth (Tufankjian Toyota of Braintree) November 2000 - November 2006
Boston Financial Data Services December 1999 - October 2000
Skills
Sales, Management, Thinking Outside The Box, Coaching, Microsoft Office, Web Design, SEO, Creative Problem Solving, Strategic Leadership, Online Marketing, Acting, Singing, Dreamweaver, Photoshop, Research, Public Speaking, Adaptive, Consumer Lending, Loans, Marketing, Banking, Commercial Lending, Small Business, Sales Management
Education
Eastern Nazarene College
Western International University
Eastern Bank December 1995 - Present
Toward Sustainability Foundation 2004 - Present
Marblehead High School 2004 - 2011
Prudential Securities December 1988 - December 1995
E.F. Hutton January 1983 - December 1988
Skills
Commercial Lending, Banking, Loans, Commercial Mortgages, Credit Analysis, Credit, Consumer Lending, Asset Allocation, Mortgage Lending, Financial Analysis, Private Banking
Education
Cornell University 1978 — 1982
BA, Psychology
Swampscott High School 1974 — 1978
Boston University Questrom School of Business
Masters in Business Administration
Admirals Bank May 2013 - Present
Eastern Bank June 2006 - April 2013
Citizens Bank April 2000 - June 2004
Skills
Loans, FHA, Mortgage Lending, Training, Fixed Income, Real Estate Transactions, Risk Management, Management, Sales Management, Mortgage Banking, Strategic Planning, Foreclosures, Refinance, Credit, VA loans, Investment Properties, Referrals, Loan Origination, Underwriting, Small Business Lending, Loan Servicing, Real Estate Economics, Banking, Consumer Lending, Short Sales, Credit Analysis, Mergers & Acquisitions, Marketing, Commercial Lending, Investors, Sales, Capital Markets, Cross Selling, Construction Loans, Leadership, Mortgage Marketing, Insurance, Team Building, Lines Of Credit, Home Equity Loans, Financial Services, REO, Loss Mitigation, Customer Service, FHA financing, Residential Mortgages, First Time Home Buyers, USDA, Commercial Mortgages, Relationship Management
Education
University of Hawaii at Hilo 1977 — 1978
Buisness Admin
Community College of Rhode Island 1975 — 1976
Business Admin
CEB TowerGroup June 2010 - Present
Robert Half International 2009 - May 2010
Accountemps March 2007 - 2009
J & L Marketing October 2003 - July 2008
Hearts On Fire 2006 - 2007
Eastern Bank 2005 - 2006
Endicott College 2002 - 2006
Skills
Cross-functional Team..., Business Development, Strategic Planning, Sales, Account Management, New Business Development, Salesforce.com, Customer Satisfaction, Management, Product Development, Vendor Management, Business Planning, CRM, Competitive Analysis, Sales Process, Market Research, Lead Generation, Strategic Partnerships, Business Strategy, Program Management, Strategy, Start-ups, Financial Services, Business Analysis
Education
Endicott College 2002 — 2006
BS, Finance
Eastern Bank December 2008 - Present
Eastern Bank December 2006 - December 2008
IBM Corporation February 2003 - December 2006
IBM December 2000 - February 2003
Lotus Development Corporation April 1999 - December 2000
American Business Telephone January 1999 - April 1999
Center / Nixdorf June 1998 - December 1998
Skills
SCCM, Windows 7, OSD, Microsoft Office, SCCM 2012, MDT 2012, Software Documentation, Active Directory, Team Leadership, Windows Server, Technical Support, Servers
Education
Clark University
Boston Private Bank & Trust Company March 2012 - Present
Eastern Bank April 2001 - November 2011
HSBC Private Bank 1999 - 2000
BNY Mellon 1991 - 1999
Fleet National Bank 1981 - 1991
Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate in Financial Planning
University of Rhode Island 1980 — 1984
MBA, Finance
University of Rhode Island 1972 — 1976
BS, Organizational Management
Radius Bank January 2009 - Present
NEBBA 2000 - 2010
Popular Small Business Capital November 2007 - November 2008
CIT Small Business Lending August 1998 - November 2007
CIT Small Business Finance 1998 - 2007
Eastern Bank November 1987 - March 1996
U. S. Small Business Administration 1980 - 1985
Skills
Business Acquisition, Project Management, Commercial Real Estate, Financial Statement..., Small Business Lending, Commercial Lending, Credit, SBA, SBA 504, Factoring, Commercial Mortgages, Loans, Portfolio Management, Asset Based Lending, Real Estate, Mergers & Acquisitions, Funding, Banking, Finance, Business Development, Refinance, Commercial Banking, Financial Services
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
MSBA
Clark University 1965 — 1970
ab
Allstate July 2015 - Present
Best Buy March 2014 - Present
Best Buy February 2013 - May 2015
Aetna May 2014 - August 2014
Eastern Bank May 2011 - September 2011
Skills
Access, Analytics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, C++, HTML, XML, CSS, ASP.NET, Photoshop, Sales, Prezi, Technology, Customer Service, Client service skills, Microsoft visio, Microsoft Project
Education
Eastern Connecticut State University 2011 — 2015
Bachelor’s Degree, Computer Science and Information Management System (minor)
Wayne State College 2010 — 2011
Bachelor's Degree, Management Information Systems, General
Boston Medical Center (BMC) August 2015 - Present
Boston Medical Center (BMC) August 2015 - Present
Doctors Express Urgent Care October 2014 - August 2015
Boston Children's Hospital April 2013 - November 2014
Children's Hospital April 2010 - November 2014
Boston Children's Hospital April 2013 - January 2014
Brigham and Women's Hospital August 2010 - May 2012
Eastern Bank April 2009 - April 2010
Skills
Fluent in Spanish, Access, Security, Auditing, Accounting, Deposits, Cpr Certified, First Aid, Emergency Management, Data Entry, Healthcare, Customer Service, Microsoft Office, Epic Systems, Hospitals, Leadership, Time Management, Team Leadership, Direct Patient Care, Microsoft Excel, Medical Terminology, Administration, Critical Thinking, Medical Imaging, Emergency Room, Quality Patient Care, Radiography, X-ray, Radiology
Education
Bunker Hill Community College 2014 — 2015
Certificate
Regis College/ Lawrence Memorial 2010 — 2012
Associates, Applied Science
Bunker Hill Community College
Certificate, Mammography Technician/Technology
Lynn Classical High School
High School Diploma
Northshore community college
Rhode Island Association of REALTORS September 2015 - Present
Residential Properties Ltd. March 2015 - Present
PES Realty, Inc June 2004 - Present
Williams and Stuart Real Estate November 2011 - March 2015
RE/MAX Metro April 2004 - November 2011
Eastern Bank January 2003 - September 2004
Citizens Bank April 1997 - January 2003
Dale Carnegie Public Speaking 2000 - 2002
APPLEBEE'S RESTAURANT January 1992 - January 1995
The El Torito Restaurant November 1983 - September 1992
Skills
ABR, B2B, Business Development, Buyer Representation, Foreclosures, Banking, Buyers, Commercial Real Estate, Condos, Employee Training, FHA, First Time Home Buyers, HUD, Home Staging, Interviews, Investment Properties, Investors, Leases, Listings, Loans, Luxury, Marketing, Management, Mortgage Lending, Negotiation, New Business Development, New Homes, Property, Property Management, Real Estate, REO, Real Estate Transactions, Residential Homes, Sales, Sales Management, Sellers, Real Property, Referrals, Relocation, Short Sales, New Home Sales, Selling, Single Family Homes, Time Management, Townhomes, Training, Rentals, Mortgage Banking, Customer Service
Education
Providence College
Liberal Studies with a Business and Leadership Certificate
Dale Carngie Public Speaking 1999 — 2002
Public Speaking
Community College of Rhode Island 1983 — 1985
Business Management
TollGate HS 1981 — 1983
Eastern Bank February 2013 - Present
Citizens Bank July 2010 - January 2013
Citizens Bank May 2006 - July 2010
Citizens Bank April 2004 - May 2006
Fleet Bank March 1999 - April 2004
Micro Center January 1998 - March 1999
Aldo Group September 1996 - November 1998
Skills
Bilingual..., Managerial, Customer Service, Computer applications:..., Analitical Skills, Organized Multi-tasker, Customer-focused Service, Self-confidence, Friendly Personality, Work Under Minimal..., Work effectively in a..., Thorough knowledge of..., 12+ years of banking..., Self-motivated; fast..., Computer Software, Extremely..., Banking, Teamwork, Leadership, Management, Retail Banking, Commercial Banking, Credit Analysis
Education
Bunker Hill Community College
S.A; S.A, Accounting; General Studies, Business administration,
Cambridge Rindge and latin High School 1991 — 1995
General Studies, High School Diploma
Commerce Bank and Trust Company April 2015 - Present
Book Enterprises, LLC November 2009 - Present
Bank of America January 2002 - August 2005
Eastern Bank January 1999 - January 2003
Eyesaver International 1992 - 1993
Skills
Sales Process, Sales Management, Sales, Sales Operations, Account Management, Direct Sales, Cold Calling, Selling, New Business Development, B2B, Sales Presentations, Business Development, Customer Retention, Management, Portfolio Management, Loans, Financial Analysis, Credit, Finance, Banking
Education
Brown University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
PHILLIPS ANDOVER 1993 — 1994
High School Diploma, General Studies
Xaverian Brothers HS 1989 — 1993
General Studies
Eastern Bank August 2015 - Present
Cambridge Trust Company November 2011 - Present
Bank of America June 2010 - May 2011
Citizens Bank February 2008 - April 2009
Citizens Bank June 2006 - February 2008
Skills
Banking, Financial Risk, Finance, Financial Analysis, Microsoft Word, Microsoft Excel, Training, Customer Service
Education
Boston University 2009 — 2012
Masters, Economic Development & Tourism Management
University of Massachusetts, Amherst 2001 — 2006
Management, Hospitality and tourism
HomeWorks Energy, Inc. September 2012 - Present
Boston University Entrepreneurship Club September 2012 - May 2013
WS Packaging Group May 2011 - September 2011
Eastern Bank May 2010 - July 2011
State House May 2008 - September 2009
Carna Biosciences Inc January 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Research, Market Research, Event Planning, Public Speaking, Financial Analysis, Marketing, Strategic Planning, Facebook, Customer Service, Social Networking, Marketing Strategy
Education
Boston Startup School 2012 — 2012
Boston University 2008 — 2012
Entrepreneurship, Finance
Boston University 2008 — 2012
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration
Boston Startup School
Top Tier Site Development June 2015 - Present
Campbell Campbell Edwards & Conroy September 2013 - June 2015
Eastern Bank September 2011 - September 2013
Town of Wareham July 2011 - August 2011
Nana's Ice Cream and Candy Shop June 2006 - July 2011
It'Sugar March 2009 - May 2009
Southern Sun Tanz August 2008 - January 2009
Skills
Customer Service, Financial Services, Commercial Banking, Retail Banking, Small Business Lending, Accounting, Credit, Consumer Lending, Banking, Commercial Lending, Loans, Sales, Microsoft Office, Finance, Microsoft Word, Investments, Financial Analysis, Credit Analysis, Equities, Corporate Finance, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Coastal Carolina University 2007 — 2010
BA, History
Eastern Bank
Skills
Commercial Banking
Education
Boston College - Carroll School of Management
B.S., Marketing
Rockland Trust 2008 - Present
Eastern Bank 2004 - 2008
Century Bank 2000 - 2004
Citizens Bank (formerly USTrust) 1995 - 2000
Peoples State Bank 1991 - 1995
MetroBank 1985 - 1991
Skills
Commercial Banking, Loans, Portfolio Management, Credit, Financial Analysis, Finance
Education
Walsh College
Master’s Degree, Corporate Finance
Central Michigan University
B.S.B.A., Corporate Finance
Eastern Bank March 2015 - Present
ROLLERR May 2014 - February 2015
Startup Instititue March 2014 - April 2014
Haley House January 2013 - February 2014
Haley House January 2012 - December 2012
Oxfam America September 2011 - December 2011
Oxfam America May 2011 - August 2011
Skills
Web Development, AngularJS, JavaScript, Ionic, Web Design, SASS/CSS, HTML5, Fundraising, Research, Grants, Community Outreach, Nonprofits
Education
Duke University 2006 — 2010
B.A., Music with a Concentration in Performance, Documentary Studies, GPA: 3.705, Dean’s List 2007, 2008, 2009, 2010
Universidad Complutense de Madrid 2010 — 2010
Curso Superior de la Cultura Española
Harvard Extension School 2013 — 2013
Computer Science
EBI Consulting May 2015 - Present
Abiomed May 2014 - January 2015
Delta Kappa Epsilon International Fraternity January 2012 - December 2014
Evans Law & Associates May 2013 - August 2013
St. Jude Children's Research Hospital May 2012 - January 2013
Eastern Bank May 2012 - August 2012
Skills
SAP, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Accounts Payable, Accounts Receivable, Accounting, General Ledger, Auditing, Financial Reporting, Financial Analysis, Finance, Amicus, Time Management, Teamwork
Education
Bryant University 2011 — 2015
Bachelor of Science, Business Administration (BBA), Finance, Senior
MetLife Auto & Home June 2014 - Present
Westfield State University September 2014 - Present
Westfield State University January 2013 - Present
Westfield State University January 2014 - January 2015
Eastern Bank May 2013 - January 2014
Skills
Customer Service, Social Networking, Leadership, Time Management, Event Planning, Microsoft Office, Facebook, Retail, Cashiering, Telephone Skills, PowerPoint, Social Media, Data Entry, Microsoft Word, Teamwork, Microsoft Excel, Public Speaking, Marketing, Leadership Development, Outlook, Fundraising, Customer Satisfaction, Event Management, Team Leadership, Adobe Dreamweaver, Communication
Education
Westfield State University 2012 — 2016
Bachelor's degree, Communication and Media Studies
Dublin Business School 2015 — 2015
Business, Management, Marketing, and Related Support Services
EY September 2015 - Present
Boston College September 2011 - July 2015
EY May 2014 - August 2014
Boston College August 2013 - May 2014
Eastern Bank May 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Accounting, Outlook, Banking, Leadership, Team Leadership
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and Economics
Malden Catholic High School 2007 — 2011
HHMA June 2006 - Present
Boston Blues Society 2015 - 2015
Tumble Inn Diner October 1999 - November 2004
Eastern Bank January 1998 - October 1999
Skills
Healthcare, Wellness, Nutrition, Fitness, Hospitals, Treatment, Nursing, Healthcare Management, Rehabilitation, Cpr Certified, Healing, Strength Training, Customer Service, Small Business, Wellness Coaching, Holistic Health, Nutritional Counseling, Stress Management
Education
Bunker Hill Community College 1984 — 1988
Hotel Motel Restaurant mgmt, Business/Commerce, General
Keystone Associates 2015 - Present
North Shore Community College 2011 - Present
Eastern Bank 2008 - 2011
Eastern Bank 2003 - 2007
Skills
Corporate Training, Adult Education, Banking, Employee Training, Instructional Design, Training, Workshop Facilitation
Education
Endicott College 2004 — 2006
Masters of Education, Organization Management
University of Central Florida 1998 — 2000
Bachelor of Arts (B.A.), Social Science / Education
SunGard Financial Systems May 2014 - Present
Eastern Bank February 2012 - November 2012
HSBC Private Bank June 2011 - August 2011
Destek FX June 2010 - August 2010
John H. Chafee Center October 2009 - December 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Finance, Strategy, Microsoft Office, Company Valuation, DCF Valuation, Microsoft Word, Java, Investment Valuation, OOP, Object Oriented..., Fluent in Turkish, Expert in Microsoft..., Expert in Visio, Photoshop, Business Valuation, Valuation Modeling, Excel models, Business Excellence, Financial Accounting, Financial Risk, Financial Statements, Analytics
Education
Boston University - School of Management 2010 — 2012
Bachelor of Science, Business Administration
Bryant University 2008 — 2010
Dual, Finance and Management Information Systems, 3.71 GPA
Gateways Community Services June 2011 - Present
Eastern Bank 2009 - 2012
Skills
Loans, Financial Analysis, Risk Management, Credit Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Customer Service, Banking, Credit, Finance
Education
Champlain College 1980 — 1983
Associate of Science (AS), Business Administration and Management, General
Keene State College
Rockland Trust February 2015 - Present
Rockland Trust April 2014 - February 2015
Eastern Bank August 2013 - April 2014
Mayflower Bank June 2009 - August 2013
Skills
Banking, Credit, Customer Service, Loans, Retail Banking, Cross Selling, Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Mortgage Lending
Education
Bristol Community College 2007 — 2009
Associate's degree, General Studies
New England College of Business and Finance
Bachelor of Business Administration (B.B.A.)
Curry College
Bachelor of Business Administration (BBA), Business Administration and Management, General
May Institute April 2012 - Present
The May Institute November 2006 - April 2012
Eastern Bank June 2006 - November 2006
Skills
Employee Relations, Employee Benefits, Payroll, Recruiting, Microsoft Office, Human Resources, Management, Policy, Applicant Tracking..., Customer Service, Talent Acquisition, Training, Performance Management, HRIS, Hiring
Education
Gordon College 2003 — 2006
Bachelor of Arts, Business Administration
Bridgewater State College 2002 — 2003
Eastern Bank September 2015 - Present
Eastern Bank June 2014 - August 2015
Elon University Campus Recreation February 2013 - May 2014
Eastern Bank June 2013 - August 2013
DWC ERISA Consultants, LLC June 2012 - August 2012
Eastern Bank May 2011 - May 2012
Education
Elon University Class of 2014 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration, Finance
Keurig February 2014 - Present
Eastern Bank January 2012 - January 2014
Bank of America June 2008 - January 2012
Integrity Interactive May 2006 - June 2007
ATYB 2007 - 2007
Partner and Simons, Inc. 2006 - 2007
Pioneer Investments, Inc. 2003 - 2006
Harvard School of Public Health 2001 - 2003
Skills
Online Marketing, E-commerce, Analytics, CSS, JavaScript, Flash, Social Media Marketing, Email Marketing, Marketing, Web Analytics, Creative Direction, Databases, SEO
Education
University of Denver 2005 — 2007
Graduate Certificate, Web Design and Development
Emerson College 1997 — 1999
MA, Video Production
Emerson College 1989 — 1993
Bachelors of Science, Mass Communication/Theatre
Eastern Bank March 2011 - Present
National Labor Relations Board October 2009 - March 2011
Wells Fargo Bank January 2009 - October 2009
DMC June 2006 - December 2008
East Boston Savings Bank December 1990 - June 2006
Skills
Banking, Multilingual, Financial Analysis, Credit, Loans, Commercial Lending, Strategic Planning, Risk Management, Portfolio Management, Business Strategy, Public Speaking, Mortgage Lending, Small Business Lending, Sales, Finance, Training, Time Management, Team Building, Business Development, Leadership, Mergers & Acquisitions, Retail Banking, Management, Customer Service, Consumer Lending, Business Planning, Financial Services, Investments, Relationship Management, Credit Analysis, Small Business, Insurance, Cash Management, Loan Origination, Analysis, Cross Selling, Mortgage Banking, Strategy, SBA, Commercial Mortgages, Branch Banking, Underwriting, Branch Management, Lines Of Credit, Refinance, Financial Planning, Real Estate, FHA, Deposits
Education
conexicion 2012 — 2013
Salem State University 2006 — 2007
ETP, entrepreneurial
University of New Hampshire 2005 — 2006
Commercial and Residential Financing, CREM
Cornell University 2004 — 2005
ASTD, Training and development
Fisher College 1987 — 1990
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
fisher college 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
TD September 2015 - Present
Eastern Bank May 2015 - September 2015
Holiday Inn September 2014 - June 2015
Shaw's Supermarkets December 2014 - April 2015
Stop & Shop August 2013 - January 2015
Shaw's Supermarkets April 2011 - September 2013
Skills
Customer Service, Hospitality, Leadership, Training, Sales, Management, PowerPoint, Microsoft Office, Cash Handling, Microsoft Word, Microsoft Excel, Photoshop
Education
Johnson & Wales University 2015 — 2019
Travel, Tourism and Hospitality Management, Travel, Tourism and Hospitality Management; Sports and Entertainment Event Management
Barnstable High School 2011 — 2015
High School Diploma
Cape Cod Community College
Dual Enrollment
First Citizens' Federal Credit Union April 2015 - Present
Eastern Bank May 2012 - 2015
Best Buy September 2010 - June 2012
Best Buy September 2008 - June 2012
Skills
Banking, Credit, Customer Service, Retail Banking, Sales, Cross Selling, Cash Management, Branch Banking, Time Management, Relationship Management, Teamwork, Deposits, Loans, Customer Satisfaction, Finance, Financial Services, Retail, Data Entry, Microsoft Office, Customer Experience, Retail Sales
Education
University of Massachusetts, Amherst 2014 — 2017
Bachelor of Business Administration (BBA), Accounting
Curry College 2011 — 2013
Eastern Bank January 2014 - February 2015
Trinity Evangelical Church June 2011 - June 2014
Trinity Evangelical Church August 2008 - June 2011
Eastern Bank September 2000 - June 2011
BankBoston 1994 - 1998
South Shore Savings Bank 1993 - 1994
Wollaston Credit Union 1991 - 1993
Skills
Credit, Small Business Lending, Leadership, Sales, Commercial Banking, Team Building, Commercial Lending, Loans, Microsoft Excel, Customer Service, Banking, Public Speaking, Strategic Planning, Microsoft Word, Retail
Education
Eastern Nazarene College 1988 — 1992
Business Administration - Accounting
Brown Brothers Harriman January 2015 - Present
State Street Bank & Trust Company September 2006 - December 2014
Eastern Bank July 2004 - September 2006
Skills
Auditing, Management, Financial Reporting, Customer Service, Corporate Finance, Financial Analysis, Risk Management, Asset Management, Valuation, Financial Modeling, Business Development, Alternative Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance, General
Bowdoin College 2000 — 2004
Bachelor of Arts, Economics
Cambridge Health Alliance September 2015 - Present
Cambridge Health Alliance January 2007 - Present
Eastern Bank October 2005 - August 2006
Skills
Customer Service, Microsoft Word, PowerPoint, HIPAA, Training, Healthcare, Public Speaking
Education
Newbury College 2011 — 2014
Health Care Management B.S, Healthcare
Bunker Hill Community College 2008 — 2010
Certificate, Surgical Technology
Regis College 2004 — 2004
St.Mary`s Jr Sr Highschool 2000 — 2004
Hs Diploma
Eastern Bank June 2011 - Present
Nielsen September 2009 - June 2011
Tata Consultancy Services February 2007 - September 2009
Tata Communications June 2004 - February 2007
Skills
Data Center, CCNA, Disaster Recovery, Troubleshooting, Cisco Technologies, Vendor Management, Network Security, Telecommunications, Management, VPN, Requirements Analysis, Security, System Administration, Business Analysis, IP, TCP/IP, Information Technology, Project Management, DNS, Team Management, Team Leadership, Solution Architecture, Tandberg, Cisco UCS, Unified Communications, Unified Messaging, Unified Presence, Jabber, Cisco IOS, Apple application..., Expressway, vCS, Cisco Call Manager, Cisco VoIP, Cisco Certified
Education
Concordia University 2005 — 2007
Master's degree, Microwave Communication
NED University of Engineering and Technology 2005 — 2006
Bachelor's degree, Electrical Engineering Technologies/Technicians
Nasra
Nasra
Eastern Bank July 2006 - Present
Citizens Bank 2005 - 2006
Bank of America, Fleet, BankBoston 1990 - 2005
Skills
Banking
Education
Fairfield University 1985 — 1989
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Eastern Bank Product Development ManagerCitizens BankJanuary 2005 - July 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
Education
Fairfield University 1985 — 1989
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Eastern Bank November 2010 - Present
Sun Center Tanning August 2010 - April 2012
USAlliance Federal Credit Union March 2003 - August 2010
Eastern Bank 2001 - 2003
Skills
Airbrush, Banking, Credit, Financial Reporting, Loans, Cash Management, Credit Analysis, Commercial Banking, Consumer Lending, Financial Services
Education
Emmanuel College 2008 — 2013
BSBA, Business Administration
Merrimack College 2003 — 2005
Business Finance
Eastern Bank December 2012 - Present
Eastern Bank August 2002 - December 2012
The McAree Company August 1999 - August 2002
Skills
Commercial Banking, Banking, Commercial Lending, Credit Analysis, Credit, Loans, Small Business Lending
Education
RMA LORS Graduate
The New England School for Financial Studies 2006 — 2007
Western New England University 1995 — 1999
Bachelor of Science in Business Administration
East Bridgewater High School 1991 — 1995
Emerson College
Eastern Bank March 2009 - Present
Eastern Bank January 2009 - Present
Option One Mortgage 2004 - 2009
FirstFed 1999 - 2004
Skills
Training, Software Documentation, Mortgage Lending, Mortgage Banking, Loans, Banking, Business Process..., Credit Analysis, FHA, Loan Origination, Management
Education
Bristol Community College
Neighborhood Housing Services of the South Shore April 2008 - Present
BAWIB January 2008 - Present
Brockton Housing Partnership January 1998 - Present
Downtown Brockton Association January 1996 - Present
Crescent Credit Union July 1999 - March 2007
Eastern Bank October 1992 - June 1999
College Funding Advisors September 1990 - December 1998
Abington Bank June 1989 - July 1990
Bank of New England NA May 1987 - May 1989
Plymouth-Home National Bank 1980 - 1987
Skills
Management, First Time Home Buyers, Marketing, Strategic Planning, Strategy, Banking, Business Development, Public Speaking, Training
Education
Omega Training Systems 1996 — 1997
Vocational, Sales & Service Management
Omega Training Systems 1995 — 1995
Vocational, Consumer Lending
L.F. McManus Company, Inc. 1980 — 1980
Vocational, Management & Motivation
University of Colorado Boulder 1977 — 1979
Bank Marketing Management, School of Bank Marketing
Clark University 1972 — 1978
G.W. Hinckley Foundation August 2010 - Present
Eastern Bank 2007 - Present
AFS Intercultural Programs July 1999 - Present
Maine Academy of Natural Science June 2012 - June 2014
Town of Sharon 1975 - 2010
MFS Investment Management 1972 - 1998
Skills
Non-profits, Public Speaking, Organizational..., Research, Event Planning, Leadership Development, Risk Management, Coaching, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Team Building, Microsoft Excel, Program Management, Budgets, Fundraising, Change Management, Marketing Communications, Management Consulting, Community Outreach, Strategy, Nonprofits, Volunteer Management
Education
Boston University Questrom School of Business 1970 — 1974
MBA, Finance
Colby College 1964 — 1968
BA, Education, Math, Psychology
Stonehaven Private Wealth Management LLC June 2013 - Present
Charlise Brown Whiteside CFP October 2012 - Present
Morgan Stanley Smith Barney June 2010 - October 2012
PNC Advisors December 2004 - June 2008
Eastern Bank 2000 - 2002
State Street Global Advisors 1993 - 2000
Phase II Acquisitions 1987 - 1993
State Street Global Advisors 1981 - 1987
First Bank 1979 - 1981
IBM 1976 - 1979
Skills
Investment Management, Wealth Management, Wealth Management..., Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Trusts, Mutual Funds, Asset Managment, Trust Services, Investment Strategies, Strategic Planning, Financial Analysis, Securities, Credit, Due Diligence, Financial Planning, Portfolio Management, Investments, Venture Capital
Education
Yale University 1972 — 1976
Bachelor's Degree
West Islip High School
Boston University College of Financial Planning
Certificate in Financial Planning, Financial Planning
Kennedy Sinclair 1980 — 1981
trusts, estate, and financial planning
New York State Pension School
Erisa
Emerson College
graduate certificate, Writing
Mapfre July 2015 - Present
MiddleOak November 2014 - July 2015
MiddleOak November 2012 - November 2014
MiddleOak January 2011 - November 2012
Verizon Business FNS March 2008 - January 2011
Endicott College February 2007 - March 2008
East Boston Savings Bank December 2005 - February 2007
Eastern Bank May 2003 - May 2005
Eastern Bank May 1999 - May 2003
Skills
Accounting, Invoicing, Supervising, Financial Analysis, Banking, Outlook, Credit, Microsoft Excel, Customer Service, Time Management, Microsoft Word, Financial Reporting, Insurance, General Insurance, Underwriting, Call Center, Client Billing, Government Contracting
Education
Endicott College 2007 — 2009
Masters, Business Administration
Endicott College 2004 — 2005
Bachelor Of Art, Liberal Studies, Cum Laude
Marian Court College 2004 — 2004
Associate's Degree, Business Administration/Accounting
Santander Bank, N.A. May 2013 - Present
Santander Bank, N.A. March 2012 - May 2013
Standish Mellon Asset Management August 2010 - February 2012
Putnam Investments July 2007 - August 2010
Investors Bank & Trust February 2006 - June 2007
Eastern Bank 2005 - 2006
The May Institute June 2005 - August 2005
Skills
VBA, SQL, Portfolio Analysis, Risk Management, Risk Analysis, Fixed Income, Barclays POINT, Hedging, FX Hedging, Cash Management, Asset Allocation, Modeling, Quantitative Analysis, Qualitative Research, Interest Rate..., Country Risk Analysis, Credit Derivatives, Capital IQ, Factset, Application Development, Technology Integration, Process Optimization, Data Analysis, Query Optimization, Performance Analysis, Data Mining, Bloomberg, InvestorTools Perform, C++, R, MySQL, Microsoft Office, Fund Analysis, Python, Kondor Global Risk, Counterparty Risk, Quantitative Analytics, Portfolio Management, Analysis, FX Options, Asset Management, Mutual Funds
Education
University of Massachusetts Boston 2015 — 2016
Fellow - Emerging Leaders Program - Center for Collaborative Leadership
Boston University 2008 — 2009
MS, Investment Management
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Salem State University 2003 — 2006
B.S, Finance, Economics
Eastern Bank May 2005 - Present
Plymouth Savings Bank October 2001 - May 2005
Plymouth Savings Bank August 2001 - October 2001
Plymouth Savings Bank May 2001 - August 2001
Plymouth Savings Bank September 1995 - May 2001
Wareham Free Library January 1988 - October 1995
Piece Goods Shops September 1994 - May 1995
Education
Johnson & Wales University 2001 — 2003
Baking and Pastry Arts
Bridgewater State University 1989 — 1993
B.A., Theatre Arts
Endeavour Investment Partners, LLC January 2013 - Present
Eastern Bank 2007 - 2011
Fidelity Investments 2000 - 2007
Fidelity Investments Portfolio Advisory Services 1998 - 2000
Fidelity Investments National Financial 1996 - 1998
John Hancock Funds 1995 - 1996
Colonial Funds 1990 - 1992
Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management
Education
Boston University 2009 — 2010
Certificate in Financial Planning
Eastern Kentucky University 1983 — 1987
BBA, Finance
Eastern Bank 2011 - Present
Sovereign Bank February 2003 - May 2011
Mellon Financial January 2001 - February 2003
BankBoston 1995 - 2000
Commonwealth Mortgage 1990 - 1992
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Retail Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Cash Management, Risk Management, Financial Analysis, Wealth Management, Retirement Planning, Merchant Services, Payroll, Insurance
Education
Bunker Hill Community College
Johnson & Wales University
Malden High School
Eastern Bank 2005 - 2012
Citizens Bank 1999 - 2004
US Trust 1988 - 1999
Skills
Customer Service, Credit, Banking, Outlook, Customer Relations, Microsoft Excel
Education
Bridgewater State University
Hanson
Citizens Bank October 2013 - Present
Medford Family Network January 2013 - Present
ECLECTIC ENTERTAINMENT & SERVICES,INC July 2001 - Present
Eastern Bank January 2004 - September 2009
Fidelity Investments November 1999 - December 2002
Skills
Accounts Payable, Financial Analysis, Microsoft Excel, Event Planning, Management, QuickBooks, Accounts Receivable, Public Speaking, Banking, Small Business Lending, Access, Loans, Risk Management, Call Centers, Team Building, Customer Service
Education
Salem State University 1999 — 2000
Business Finance
NEW ENGLAND COLLEGE OF FINANCE 1990 — 1997
Associates, Business Administration; Management
Bunker Hill Community College 1988 — 1990
Liberal Arts, Business
Eastern Bank June 1992 - Present
Eastern Bank January 1988 - October 2009
Skills
Wealth Management, Retirement Planning, Financial Planning, Banking, Loans, Credit, Investments, Portfolio Management, Financial Analysis, Strategic Financial...
Education
Boston University 2003 — 2005
CFP Certificate, Financial Planning and Services
Minnesota State University, Mankato 1979 — 1984
Business Administration and Management, General
Eastern Bank January 2010 - Present
1-800 East West Mortgage January 2009 - October 2010
EastWest Mortgage/Retail Lending 2008 - 2009
Countrywide July 2006 - August 2008
Countrywide Home Loans 2005 - 2008
Countrywide Bank, FSB September 2004 - July 2006
Comprehensive Mental Health Systems, Inc September 2004 - July 2006
Skills
Mortgage Lending, Loans, Leadership, Management, Loan Origination, Refinance, FHA, Residential Mortgages, Mortgage Banking, Credit, Underwriting, Credit Analysis, Customer Service, Training, Microsoft Excel, Banking
Education
University of Massachusetts Dartmouth 1997 — 1999
N/A, Socioligy
Bristol Community College 1996 — 1997
n/a, Liberal Arts
People's United Bank April 2012 - Present
Eastern Bank 2005 - 2012
Sovereign Bank 2002 - 2005
AXA Advisors 2000 - 2002
Attorney at Law 1999 - 2000
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Management, Trusts, Tax, Investments, Portfolio Management, Asset Allocation, Asset Management, Strategic Financial..., Finance, Investment Advisory, Private Banking, Wealth, High Net Worth..., Wealth Management..., Financial Planners, Financial Services, Financial Planning
Education
Boston University 2009 — 2011
CFP, Financial Planning
Suffolk University Law School 1996 — 1999
JD, Trusts, Estates & Taxation, cum laude
Franklin & Marshall College 1991 — 1995
BA, Political Theory & French
Belmont Hill School 1986 — 1991
HS Diploma, College Preparatory
South Shore Bank February 2006 - Present
Eastern Bank March 1998 - February 2006
Hibernia Savings Bank September 1995 - March 1998
Skills
Small Business Lending, Commercial Banking, Loans, Retail Banking, Financial Services, Strategic Planning, Sales Management, Business Development, Business Planning, Business Analysis, Change Management, Community Reinvestment..., Consumer Lending, Residential Lending, Mortgage Lending, Portfolio Management, Leadership, Commercial Lending, Small Business, Credit, Finance, Credit Analysis, Loan Origination, Banking, Management
Education
Emerging Leaders Program - UMass Boston 2013 — 2014
Stonier National Graduate School of Banking - University of Pennsylvania 2010 — 2012
New England School for Financial Studies - Babson College 2006 — 2007
Boston University
BS, Management Studies
Eastern Bank October 1994 - Present
Fleet Bank June 1991 - October 1994
Bank of New England April 1987 - June 1991
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Retail Banking, Mortgage Lending, Commercial Mortgages, Internet Banking, Underwriting, Risk Management, Cash Management, Credit Risk, Financial Analysis, Financial Services, Consumer Lending, Mergers, Asset Based Lending
Education
Northeastern University 1980 — 1981
MBA/MS, Accounting
College of the Holy Cross 1976 — 1980
BA, Economics
Eastern Bank April 2014 - Present
State Street 2010 - April 2014
JPMorgan Chase October 2007 - August 2010
Financial Research Corporation February 2007 - October 2007
State Street Global Advisors 2001 - 2007
Skills
Financial Analysis, Equities
Education
Boston University 2005 — 2007
MS, Finance
Villanova University 1997 — 2001
BS, Management
Verizon Enterprise Solutions November 2013 - Present
Brookline Bancorp December 2010 - November 2013
Wainwright Bank December 2007 - December 2010
Eastern Bank January 2004 - December 2007
Skills
CCNA, CISSP, Disaster Recovery, MCITP, Penetration Testing, Information Security..., Information Security, Security, Network Security, Risk Management, Banking, CISA, Vulnerability Assessment, Networking, IT Audit, Business Continuity, IT Management, Network Administration, Cisco Technologies, PCI DSS, Checkpoint, Firewalls, VPN
Education
Boston University
BSCS, Computer Science
Boston University Corporate Education Center
Eastern Bank March 2011 - Present
Eastern Bank March 2011 - Present
Wainwright Bank 1993 - 2010
Skills
Commercial Lending, Loans, Banking, Financial Analysis, Risk Management, Strategic Planning, Mortgage Lending, Commercial Banking, Retail Banking, Investments, Consumer Lending, Credit Analysis, Credit, Business Analysis, Portfolio Management, Finance, Small Business Lending, Cash Management, Loan Origination, Management
Education
Colby College 1978 — 1982
BA, Economics
Clark University
Master of Business Administration (MBA), Finance, General
The Journal of Bone and Joint Surgery, Inc. September 2014 - Present
The Journal of Bone and Joint Surgery July 2012 - September 2014
OmniClaim September 2008 - February 2013
Eastern Bank December 2006 - September 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Social Media, Facebook, Adobe Creative Suite, Advertising, Proteus, Google Analytics
Education
Suffolk University 2008 — 2011
Master of Arts (M.A.)
Clark University 2002 — 2006
BA
Mass Bay Credit Union August 2010 - July 2012
Metro Credit Union October 2006 - December 2008
Eastern Bank April 1997 - October 2006
Bernstein & John Tardif, Attorneys January 1991 - January 1992
Laventhol & Horwath January 1989 - January 1990
The Boston Company January 1987 - January 1989
Education
New England Institute of Banking
Clark University 1981 — 1985
BA, Psychology
Clark University
BA, Psychology
Union Savings Bank - CT January 2015 - Present
Union Savings Bank - CT March 2014 - December 2014
Union Savings Bank - CT May 2013 - March 2014
Eastern Bank 1992 - May 2013
Fleet Bank 1985 - 1992
Old Stone Bank 1981 - 1985
Skills
Banking, Commercial Banking, Financial Services, Insurance
Education
Bryant University 1979 — 1981
BS, Management
Endicott College 1975 — 1977
Associate of Science
East Providence High School
Seaside National Bank & Trust April 2010 - Present
Seaside National Bank & Trust 2007 - April 2010
Huntington National Bank April 1996 - April 2006
Eastern Bank April 1979 - April 1994
Skills
Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Banking, Commercial Banking, Credit, Wealth Management, Mortgage Banking, Portfolio Management, Consumer Lending, Credit Analysis, Investments, Underwriting, Retail Banking, SBA, Commercial Mortgages, Private Banking
Education
Stonier Graduate School of Banking 1985 — 1988
Edge Hill College of Higher Education 1971 — 1975
B Ed, Physical Education, Modern Languages
athenahealth May 2013 - Present
Thomson Reuters September 2009 - April 2013
Thomson Reuters June 2005 - September 2009
Eastern Bank September 2004 - December 2004
Skills
Investor Relations, Capital Markets, Financial Markets, Strategy, Equities, Finance, Business Development, Account Management, Financial Reporting, Analysis, Management, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Stonehill College
Bachelors, Finance
Eastern Bank September 2003 - Present
Converge 2001 - 2003
Millipore 1997 - 2001
Genetics Institute 1988 - 1997
New England Nuclear (NEN)- DuPont 1978 - 1988
Skills
HRIS, Executive Pay, Organizational..., Performance Management, Onboarding, Employee Relations, Succession Planning, Human Resources, Employee Benefits, Deferred Compensation
Education
University of Oregon - Charles H. Lundquist College of Business
MBA, Human Resources
Boston University - School of Management
BS, Business Administration
Eastern Bank May 2001 - November 2012
Fleet Bank May 1993 - May 2000
Fidelity Investments December 1985 - May 1991
Skills
Retirement Planning, Financial Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investments
Education
Northeastern University 1982 — 1984
BS, Summa Cum Laude, Business, Computer Science
Daniel Webster College 1970 — 1972
AS, Aviation Admin (ATC)
Oneida High School 1967 — 1970
New York State Regents, College Prep
Eastern Bank March 2013 - Present
Eastern Bank March 2009 - March 2013
Eastern Bank September 2004 - March 2009
Eastern Bank March 2004 - September 2004
Skills
Outlook, Administrative..., Spreadsheets, Customer Service, Microsoft Excel, PowerPoint, Invoicing, Microsoft Office, Microsoft Word, Access, Office Administration
Education
Emmanuel College 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Peapod January 2010 - October 2015
Stop & Shop October 2006 - December 2009
Eastern Bank September 2001 - October 2006
Skills
Business Planning, Human Resources, Marketing, Performance Management, HRIS, Employee Relations, Onboarding, Talent Management, Change Management, Management, Process Improvement, Recruiting, Forecasting, Vendor Management, Team Building, Leadership, Customer Service, Strategic Planning, Strategy, Succession Planning, Coaching, Training, Employee Engagement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Management of Technology & Operations
University of Illinois at Chicago
BS, Mathematics & Computer Science
Eastern Bank May 2007 - Present
American Legion Auxiliary June 2005 - August 2014
Apple Retail August 2008 - May 2009
Curry College September 2005 - May 2009
Beverly Public Library August 2003 - January 2009
Curry College September 2008 - December 2008
Skills
Teaching, Newspaper, Public Speaking, Microsoft Office, Customer Service, Social Media, Editing, Research, PowerPoint, Microsoft Word, Data Entry, Notary Public
Education
Simmons College 2009 — 2010
M.A., English
Curry College 2005 — 2009
B.A., English, Philosophy
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Bank of America June 2011 - June 2013
Eastern Bank June 2010 - June 2011
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Loans, Credit Risk, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Loan Origination, Financial Modeling
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
MS, Finance
Saint Michael's College 1994 — 1998
BA
Eastern Bank April 2001 - Present
Premier Car Rental January 1994 - December 1996
Skills
Loans, Sales Process, Banking, Credit Analysis, Budgets, Sales Management, Team Building, Small Business Lending, Credit, Sales, Customer Satisfaction, Consumer Lending, Commercial Lending, Relationship Management, Loan Origination, Business Planning, Customer Retention, Finance, Credit Risk, Commercial Mortgages, Cash Management, Lines Of Credit, Underwriting, Insurance, Financial Analysis, Portfolio Management, Financial Services, Negotiation, New Business Development, Risk Management, CRM, Leadership, Forecasting, Business Development, Real Estate, Cross Selling
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Metro Credit Union February 2015 - Present
Metro Credit Union May 2013 - April 2014
Eastern Bank February 1999 - May 2013
Osram Sylvania 1998 - 1999
Stride Rite 1995 - 1998
Skills
Banking, Customer Service, Employee Relations, Coaching, Employee Benefits, Organizational..., Recruiting, Performance Management, Succession Planning, Training, Employee Engagement
Education
Endicott College 2004 — 2007
Bachelor's Degree, Business Administration
Marian Court College 1987 — 1988
Associate's Degree
Bishop Fenwick High School 1982 — 1986
Brigham & Women's Hospital October 2010 - Present
Hodgson, Pratt, & Associates August 2009 - October 2010
University of Massachusetts January 2009 - May 2010
Eastern Bank August 1998 - August 2009
Skills
Research, Data Entry, Statistics, GCP, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Organization, Non-profits, Customer Service, Teaching, Data Analysis, Access, Adobe Creative Suite, Outlook, Analysis, Time Management, Spreadsheets, Clinical Research, Clinical Trials, Data Management, EDC, Healthcare, Management, Project Management, Social Media
Education
Walden University 2012 — 2014
Master of Science (M.S.), Clinical Research Administration
University of Massachusetts Dartmouth 2007 — 2010
B.S., Biology
Bristol Community College 2003 — 2006
Associates of Science, General Studies
Eastern Bank May 2011 - Present
Citizens Bank April 2006 - May 2011
Citizens Bank April 2006 - May 2011
Skills
Banking, Risk Management, Financial Risk, Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting, Financial Analysis
Education
Central Connecticut State University 1976 — 1980
Rockland Federal Credit Union December 2014 - Present
Eastern Bank April 2008 - December 2014
Eastern Bank January 2007 - April 2008
Bridgewater Television January 2006 - May 2006
Skills
Customer Service, Banking, Sales, Risk Management, Financial Analysis, Team Building, Small Business Lending, Coaching, Microsoft Excel, Training, Sales Management, Microsoft Office, Microsoft Word, USA PATRIOT Act, Financial Regulation, Accounting, Loans
Education
Bridgewater State College 2001 — 2006
Bachelors of Arts, Communication Studies
Eastern Bank July 2009 - Present
HarvardPilgrim Health Care March 1988 - August 2001
Education
Emmanuel College 1994 — 1996
Business Administration, Business and Accounting
Essex National Heritage Commission January 2012 - Present
Shaw's Supermarkets August 2009 - September 2010
Eastern Bank May 2010 - August 2010
Norwegian Cruise Line June 2009 - August 2009
Batterymarch Financial Management January 2009 - January 2009
Skills
Microsoft Office, Excel, Word, Customer Service, PowerPoint, PHP, C++, phpMyAdmin, XML
Education
Endicott College 2008 — 2012
Bachelor of Science (BS), Business Administration Management Concentration
Eastern Bank July 2006 - Present
S-Bank (formerly South Shore Co-operative Bank) December 2002 - July 2006
Fleet Bank October 1994 - November 2002
Skills
Internet Banking, Mortgage Banking, SBA, Customer Service, Bank Secrecy Act, Sales Management, Refinance, Sales, Banking Relationships, Management, Coaching, Deposits
Education
Bridgewater State College
B.S. in Education
Properties Owners Associations at Suissevale, Inc. 2009 - Present
Yankee Vending Company 1983 - 2008
Eastern Bank 1980 - 1983
Skills
Event Planning, Sales, Microsoft Word, Microsoft Office, Social Media
Education
Endicott College 1978 — 1980
Associate of Science (A.S.), Public Relations, Advertising, and Applied Communication
Eastern Bank 2012 - Present
Eastern Bank 1997 - 2012
Skills
Loans, Wealth Management, Banking, Financial Planners, Sales Management, Staff Development, Portfolio Management, Mortgage Lending, Networking, Investments, Branch Management, Small Business Lending, Retirement Planning, Consumer Lending, Commercial Lending
Education
Boston University
Financial Planning
University of Massachusetts Boston
BA
adidas Group December 2013 - Present
Genzyme September 2011 - December 2013
Accenture May 2006 - September 2011
Accenture May 2008 - September 2008
Eastern Bank December 2003 - May 2006
Skills
SAP, Microsoft Office, SQL, Trackwise, Visio, Quality Assurance, Business Analysis, Software Documentation, Requirements Analysis, Change Control, Process Improvement, ERP, Validation, MS Project, SharePoint, 21 CFR Part 11, Project Management, Document Management, Access, Testing, Livelink, Business Intelligence, Crystal Reports
Education
Bridgewater State College 2001 — 2003
Bachelor of Science, Computer Science
Eastern Nazarene College 1999 — 2001
Kingswood Regional HS 1995 — 1999
RentGrow May 2009 - Present
Greystone June 2007 - May 2009
Washington Mutual 2001 - 2006
Eastern Bank 2000 - 2002
Skills
Financial Analysis, Salesforce.com, Customer Service, Strategic Planning, Account Management
Education
Bridgewater State College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
H&R Block January 2005 - Present
Eastern Bank May 2005 - December 2012
Eastern Bank July 1977 - December 2012
Skills
IRS, Tax Preparation, Tax Research, Tax Returns, Tax, Microsoft Office 2007, Registered Tax Return..., Budgets, Time Management, Accounts Payable, Accounting
Education
Cape Cod Community College 1975 — 1977
Associate of Science (AS), Business Administration and Management, General
Wareham High School 1971 — 1975
High School Graduate, Business
Eastern Bank December 2012 - February 2013
Bank of America November 2005 - March 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Auditing, Tax, Microsoft Excel, Bookkeeping, QuickBooks, Income Tax, Microsoft Word, PowerPoint, Microsoft Office, Accounts Payable, Teamwork
Education
Northeastern University 2012 — 2014
Bachelor's degree, Finance and Accounting Management
Bunker Hill Community College
Associate of Science (A.S.), Accounting
State Street Corporation- Boston November 2011 - Present
State Street July 2007 - July 2011
State Street November 2003 - July 2007
Eastern Bank September 1998 - June 2003
Skills
Visio, Business Analysis, Business Process, Software Documentation, Management, Team Leadership, Testing, Banking, Financial Risk, Requirements Analysis
Education
Emmanuel College 2001 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
Marian Court College 1999 — 2001
Associate of Science (AS), Business Management, Minor in Computer Info System
Apollo International June 2007 - Present
Eastern Bank April 2006 - August 2006
ICMX, LLC August 1999 - April 2006
Skills
Access Control, CCTV, CPR Certified, Corporate Security, Customer Service
Education
Endicott College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Eastern Bank September 2007 - Present
Rockland Federal Credit Union September 2002 - September 2007
Education
Curry College
Bachelor of Arts (B.A.), Management
Eastern Nazarene College
Eastern Bank January 2014 - July 2014
Macy's October 2011 - January 2012
Skills
Teamwork, Windows 7, Microsoft Word..., Multi Tasking, Customer Service, Help Desk Support, Computer Hardware
Education
Cambridge College 2013 — 2016
Information Technology
Year Up 2013 — 2014
Information Technology
Eastern Bank
Skills
Banking, Loans, Credit, Customer Service, Retail Banking
Education
Eastern Nazarene College
Eastern Bank June 2015 - Present
AssureBridge June 2014 - September 2014
Skills
Programming, User Interface Design, Web Design, iOS Development, Web Development
Education
Columbia University in the City of New York 2015 — 2019
Computer Science
Newton South High School 2011 — 2015