First National Bank of Boston
Address: 52 Temple Pl, Boston, MA 02111Hours: Website: Phone: Place name: : : : Category: : : : Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (3) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First National Bank of Boston Posting publicly on the Web Write a review Reviews Be the first to review
First National Bank of Boston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First National Bank of Boston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First National Bank of Boston Employees
Regents Bank December 2009 - Present
CommerceWest Bank July 2009 - December 2009
Discovery Bank January 2004 - July 2009
Jody's Baking Company March 1999 - May 2004
The Westwind Group January 1997 - August 1998
Bruegger's Bagels July 1993 - December 1996
First National Bank of Boston July 1987 - June 1993
Skills
Loans, Banking, Credit, Cash Management, Commercial Lending
Education
University of Colorado Boulder 2007 — 2009
Graduate Banking Degree, Banking
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science
Citizens Commercial Banking April 2014 - Present
Citizens Commercial Banking July 2011 - April 2014
Bank of America February 2009 - July 2011
Bank of America April 2004 - February 2009
Fleet Bank June 2000 - April 2004
Fleet Bank October 1996 - June 2000
Sumitomo Bank June 1992 - October 1996
First National Bank of Boston July 1987 - June 1992
Skills
Workout, Commercial Banking, Middle Market, Commercial Lending, Credit, Leveraged Finance, Consumer Lending, Risk Management, Credit Risk, Financial Risk, Financial Structuring, Due Diligence, Portfolio Management, Banking, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS, Finance
JPMorgan Chase 2003 - 2007
JPMorgan Chase 1997 - 2002
JPMorgan Chase 1993 - 1996
First National Bank of Boston 1992 - 1993
Federal Home Loan Bank of Boston 1988 - 1992
Skills
Marketing, Sales, Banking, Event Planning
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
University of North Texas
Bachelor of Business Administration (BBA) - Finance
Boston Private Bank February 1998 - Present
First National Bank of Boston November 1987 - February 1998
Fortune Savings Bank Clearwater Florida July 1984 - October 1987
Skills
Banking, Loans, Real Estate Economics, Portfolio Management, Private Banking, Team Building, Commercial Banking, Credit, Small Business Lending, Commercial Lending, Mortgage Lending, Credit Analysis, Asset Management, Team Leadership, Wealth Management, Residential Mortgages, Fiduciary Services, Trust Services, Relationship Management
Education
Eastern Nazarene College
Bachelor of Science, Physical Education
Saturna Capital Corporation November 1993 - Present
Hickey Financial Services 1986 - 1993
FIrst National Bank of Chicago 1985 - 1986
Virginia Trading Company 1983 - 1985
First National Bank of Boston 1976 - 1982
Education
University of Denver 1971 — 1975
Bachelor's degree, Economics
Deerfield Academy 1967 — 1971
Coldwell Banker Residentail Brokerage 2004 - Present
International Poster Gallery 1994 - 2003
First National Bank of Boston 1986 - 1992
Dominion Securities Tradition 1980 - 1985
Education
Ithaca College 1976 — 1980
BS Business Management
Tabor Academy, Marion, MA 1972 — 1976
High School
Portland Public Schools July 2015 - Present
Portland Public Schools August 2014 - June 2015
Independent Contractor March 2013 - August 2014
La Capra Associates October 2008 - February 2013
Maine Rural Water Association October 1996 - September 2008
International City/County Management Association October 1993 - August 1995
First National Bank of Boston August 1990 - September 1993
Chase Manhattan Bank August 1987 - June 1990
Skills
Management Consulting, Project Management, Program Evaluation, Contract Negotiation, Contract Management, Operations Management, Teacher Evaluation, Employee Training, Teachscape, Charlotte Danielson, Analysis, Energy, Policy, Policy Analysis, Strategic Planning, Strategy, Energy Efficiency, Renewable Energy
Education
Cornell University 1984 — 1987
BS, Industrial & Labor Relations
University of Vermont 1982 — 1984
Psychology
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Brookline Bancorp, Inc. December 2012 - Present
Boston Private Bank May 2011 - August 2012
Boston Private Bank June 2003 - May 2011
Boston Private Bank & Trust Company February 2002 - June 2003
BankBoston/FleetBoston Financial 1990 - September 2001
Barnett Bank December 1989 - 1990
First National Bank of Boston July 1980 - November 1989
Skills
Management Consulting, Strategy Development, Strategic Planning, Strategic Communications, Leveraging Technology, Workflow Analysis, Efficiency Improvement, Organizational Structure, Business Intelligence, Project Implementation, Enterprise Risk..., Risk Mitigation, Banking, Private Banking, Internal Audit, AML, BSA, Operational Risk..., Privacy, Compliance Audits, Fraud Prevention, Forensic Accounting, Security Audits, Training & Development, Sustainability, Risk Management, Risk Assessment, Fraud
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
UMass Amherst - Isenberg School of Management 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
FBI Citizens's Academy (Boston)
Certificate, Crime Prevention and Community Safety
Marblehead High School
MCMC January 2013 - May 2014
Computer / Network Repairs May 2004 - April 2012
New England College of Finance January 1992 - January 2001
BankBoston / Fleet Bank June 1979 - February 2000
FLEETBOSTON FINANCIAL January 1998 - January 2000
BankBoston January 1994 - January 1998
BancBoston Leasing January 1981 - January 1994
First National Bank of Boston January 1979 - January 1981
Skills
Analysis, Microsoft Exchange, Networking, Databases, Management, Software Installation, System Administration, Hardware, Technical Support, Laptops, Customer Service, Servers, Troubleshooting, Testing, Access, Windows 7, Software Documentation, Windows XP, VPN, Active Directory, Antivirus
Education
University of Massachusetts Boston 1979 — 1986
BSBA, Management Information Systems
University of Massachusetts Boston 1979 — 1986
Bachelor of Science degree, Business Administration; Management Information Systems
Audit America, LLC August 1994 - Present
Audit America, LLC August 1994 - Present
Bank of America September 1993 - July 1994
Temple-Inland, Inc January 1990 - August 1993
First National Bank of Boston November 1989 - December 1990
Connecticut Bank And Trust Corporation September 1986 - October 1989
Education
Central Connecticut State University
B.S, Business Management, Finance
William Raveis Real Estate September 2011 - Present
Chatham Village Realty, LLC August 1998 - August 2011
First National Bank of Boston April 1995 - August 1998
New England Advisory Group August 1989 - April 1995
Amsterdam Options Traders (USA), Inc. July 1987 - August 1989
Skills
Contract Negotiation, Fiduciary Sales, Exceptional Properties..., Sellers, Residential Homes, Marketing, Buyers, Commercial Real Estate, Real Estate, Property, Selling, Asset Management, Real Estate Transactions, Relocation, Small Business, Investment Properties, First Time Home Buyers, Buyer Representation, Real Estate Development
Education
Bucknell University 1982 — 1986
BS - Business, Business/Economics/English
Deerfield Academy 1979 — 1982
The Brand Farm July 2012 - Present
Glory Foods, Inc. October 2010 - January 2014
The Strategy Company/The Peer Forum Inc. September 2002 - October 2010
Infopop Corporation 2000 - 2002
The Strategy Company 1997 - 2000
No Fear Inc. 1995 - 1997
Coca-Cola USA 1992 - 1995
Kraft General Foods June 1991 - August 1991
First National Bank of Boston 1988 - 1990
Shawmut Bank 1985 - 1988
Skills
Brand Development, Marketing Strategy, Management Consulting, Thought Leadership, Strategic Leadership, Brand Architecture, Brand Communication, Brand Equity, Entrepreneurship, Advertising, Blogging, Social Media, Social Networking, Social Entrepreneurship, Online Communities, Consumer Products, Negotiation, Advisory Boards, Board Leadership, Presenter, Public Speaking, Writing, Leadership, Integrated Marketing, Strategy, Management, Marketing, Digital Media, Community Sites, Marketing Management, Brand Management, Online Advertising, New Media, Creative Direction, Marketing Communications, Strategic Partnerships, Training, Budgets, Social Media Marketing, Online Marketing, Start-ups, Sponsorship, Mobile Marketing, Digital Strategy, Digital Marketing, Strategic Thinking, Direct Marketing, E-commerce, Business Strategy, Positioning
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing & General Management
Syracuse University 1980 — 1984
AB, Political Science
St. Mark's School 1976 — 1980
Wolters Kluwer ELM Solutions December 2014 - Present
Wolters Kluwer ELM Solutions May 2012 - November 2014
Open Solutions June 2010 - May 2012
Open Solutions February 2009 - May 2010
Open Solutions January 2000 - February 2009
Self Employed February 1983 - December 1999
First National Bank of Boston 1979 - 1982
First National Bank of Boston November 1978 - November 1979
Continental Illinios Bank 1976 - 1978
Skills
Agile Methodologies, Business Analysis, Scrum, Cross-functional Team..., Software Project..., Business Process, Leadership, Agile Project Management, Software Documentation, Requirements Analysis, Management, Software Development, Requirements Gathering, Team Management, Enterprise Software, SDLC, Vendor Management, SharePoint, Program Management, Analysis
Education
The University of Chicago 1976 — 1978
M.B.A., Finance, Marketing
Mount Holyoke College 1970 — 1974
B.A., History, Biology
PRA Capital Partners November 2011 - Present
Princeton Realty Advisors, LLC April 2006 - Present
RBC Bank March 2005 - February 2006
Bank of America February 2000 - March 2005
Caulton & Associates June 1990 - January 1999
First National Bank of Boston April 1988 - May 1990
Aetna Realty Investors June 1985 - May 1988
Skills
Real Estate, Debt Restructuring, Real Estate Economics, Asset Managment, Investment Properties, Asset Management, Management, Contract Negotiation, New Business Development, Leadership, Finance, Commercial Real Estate, Disposition, Corporate Real Estate, Location Intelligence, Brokerage
Education
American International College
MBA, Finance
Howard University
BA, Political Science
J Barrett & Company, LLC August 2013 - July 2015
J Barrett & Company, LLC August 2012 - August 2013
WGBH 1999 - 2012
Public Broadcasting Service 1989 - 1999
First National Bank of Boston 1987 - 1988
Skills
Problem Solving, Data Management, Legal Research, Data Research, Organizing, Archival Research, Self Management, Self-confidence, Real Estate Transactions, People Skills, Metadata, Content Management, Software Documentation, Film, Television, FileMaker, Marketing, Social Media
Education
S.I. Newhouse School of Public Communications at Syracuse University 1981 — 1985
Bachelor of Science (BS), Telecommunications Production
Boston University
Paralegal Certification
Granite State Development Corporation December 2010 - Present
CIT Small Business Lending April 2008 - November 2010
CIT Small Business Lending March 2006 - March 2008
Bank of America May 2005 - March 2006
Business Loan Express June 2004 - May 2005
CIT Small Business Lending April 1995 - May 2004
AT&T Capital Corporation 1995 - 1998
First National Bank of Boston 1986 - 1995
Skills
Small Business Lending, Real Estate, Financial Analysis, Small Business, Loans, Credit, Franchising, Government, Construction, Hotel Financing, Special Purpose Projects, Finance, SBA, SBA 504, Commercial Lending, Mergers & Acquisitions, Business Acquisition, Commercial Real Estate, Commercial Banking, Commercial Mortgages, Banking, Funding, Asset Based Lending, Business Development, Underwriting, Leadership, Loan Origination, Credit Analysis, Construction Loans, Start-ups, Mortgage Lending, Lines Of Credit, Investments, Refinance, Commercial Finance, Cash Flow Lending, Real Estate Financing, Middle Market, Portfolio Management, Factoring, Mortgage Banking, Consumer Lending, Credit Risk, Cash Management, Loan Servicing, Structured Finance, Treasury Management, Real Estate Economics, Due Diligence, Financial Structuring
Education
Bridgewater State University 1997 — 1998
Accounting, Management
Burdett 1986 — 1987
Whitman-Hanson Regional
Santander Bank, N.A. (Sovereign Bank) 2000 - Present
Citizens Bank 1999 - 2000
State Street 1995 - 1999
First National Bank of Boston 1993 - 1995
Boston Safe Deposit and Trust Company 1987 - 1993
State Street 1985 - 1987
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Asset Based Lending, Loans, Lines Of Credit, Cash Management, Treasury Management, Loan Origination, Credit Risk
Education
Providence College
B.S., Finance
Shotmeyer Bros., Inc. January 2009 - Present
Van Dyk Health Care, Inc. January 1997 - December 2008
Christian Health Care Center August 1994 - January 1997
Citizens First National Bank of New Jersey September 1988 - August 1994
First National Bank of Boston June 1986 - September 1988
Skills
Renewable Energy, Energy, Wind, Solar Energy, Alternative Energy, Energy Efficiency, Cleantech, Biomass, Energy Policy, Photovoltaics, Due Diligence, Sustainable Energy, Energy Management, Finance, Strategy, Project Finance, Loans, Business Planning, Sustainability, Energy Conservation, Environmental Awareness, Engineering, Business Strategy, Feasibility Studies, Biofuels, Contract Negotiation, LEED, Contract Management, Energy Industry, Green Building, Commodity, Mergers & Acquisitions, Demand Response, Start-ups, Natural Gas, Water, Green Technology, Environmental Compliance, Policy, Entrepreneurship, Gas, Environmental Consulting, Construction, Financial Modeling, Executive Management, Valuation, Asset Management, Turn Around Management, Managerial Finance, Risk Management
Education
Babson College 1983 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Gordon College 1982 — 1983
AIG Property Casualty June 2011 - January 2013
AIG February 2002 - July 2011
Managing Credit Risk with Ed Altman & Jack Caouette January 1998 - April 2008
Paul Narayanan Financial Consulting January 1995 - January 2002
CapMac 1997 - 1998
Resolution Trust Corporation September 1990 - December 1995
First National Bank of Boston August 1984 - July 1988
Chase Manhattan Corporation July 1979 - June 1984
Booz Allen Hamilton August 1976 - June 1979
Skills
SPSS, Angoss Knowledge Studio..., LINGO Optimization..., Excel and Access,..., Moodys KMV Risk Monitor, Moodys KMV Risk Frontier, @Risk Simulation..., FINCAD, Corelogic and Intex -..., Predictive Analytics, Financial Risk Analytics, Economic Capital, Pricing Analytics, Stress testing, Model Validations, Consultive..., Business and Risk..., Project Management, Writing Skills, Critical Thinking, Capital IQ, CreditPro, Risk Management, Credit Risk, Equities, Structured Finance, Stress Testing, Pricing, Finance, Credit, Financial Modeling, Portfolio Management, Financial Services, Asset Management, Capital Markets, Derivatives, Investments, Fixed Income, Financial Risk, Valuation
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, Finance
College of Engineering Pune 1965 — 1969
BE, Mechanical Engineering
Hesler & Associates LLC May 2008 - Present
AMB Property Corporation January 2000 - May 2007
BankBoston 1997 - 2000
Pelican Packaging 1993 - 1997
Bank of America Business Capital 1989 - 1993
First National Bank of Boston 1984 - 1989
Education
Dartmouth College 1980 — 1984
Centinel Financial Group, LLC May 2009 - Present
Bear Stearns 2000 - 2004
Standard & Poor's 1999 - 2000
First National Bank of Boston 1992 - 1995
Bank of New England 1989 - 1992
Federal Reserve Bank of Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA, Finance
Mount Holyoke College 1982 — 1986
BA, Economics, cum laude
PAREXEL March 2012 - May 2012
Shire Human Genetic Therapies 2005 - 2009
Serono, Inc. 1998 - 2005
Massaschusetts General Hospital/Partners HealthCare Systems, Inc. 1991 - 1998
First National Bank of Boston 1989 - 1991
Education
University of Pennsylvania - The Wharton School
Certificate - Shire Executive Development Program
University of Virginia Darden School of Business
Certificate - Strategic HR Leadership Development Program
Suffolk University - Sawyer Business School 1991 — 1993
Executive MBA
Bridgewater State University 1982 — 1986
BS Business Administration
Lenox Memorial High School 1979 — 1982
New Mexico Educational Retirement Board November 2014 - Present
Assistance Dogs of the West April 2008 - Present
State of New Mexico December 2010 - October 2014
Vermont Student Assistance Corporation June 2006 - July 2011
Phase One Companies October 2008 - December 2010
Family Office September 2008 - November 2010
Canus Goat's Milk Skin Care Products May 2000 - December 2009
Lehman Brothers September 1993 - March 2000
Massachusetts Water Resources Authority (MWRA) September 1990 - September 1993
First National Bank of Boston September 1985 - May 1990
Skills
Capital Markets, Portfolio Management, Systems, Finance, Marketing, Sales, Manufacturing, Investments, Asset Managment, Fixed Income, Securities, Trading, Risk Management, Funding, Derivatives, Hedge Funds, Financial Structuring, Due Diligence, Asset Management, Investment Strategies, Executive Management, Entrepreneurship, Credit, Mergers & Acquisitions, Bonds, Real Estate, Series 63, Real Estate Development, Alternative Investments, Mutual Funds, Credit Analysis, Financial Modeling, Financial Analysis, Investment Management, Private Equity, Financial Markets, Cash Management, Investment Banking, Valuation, Emerging Markets, Asset Allocation, Bloomberg, Strategic Financial..., Series 7, Structured Finance, Restructuring, Financial Services, Financial Advisory, Treasury Management, Wealth Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1983
Bachelor's Degree, Administration
Public Finance Institute at University of Michigan 1986 — 1986
Public Finance Institute, Capital Markets
Parthenon-EY September 2014 - Present
The Parthenon Group April 2014 - August 2014
MedEquity Capital, LLC 1998 - 2014
Concentra 1996 - 1997
GE Healthcare 1990 - 1995
Bain & Company 1978 - 1988
First National Bank of Boston 1973 - 1976
Skills
Private Equity, Business Strategy, Venture Capital, Leadership, Strategic Planning, Mergers & Acquisitions, Strategy, Due Diligence, Start-ups, Business Planning, Healthcare, Corporate Development, Corporate Finance, Executive Management, Selling, Entrepreneurship, Management Consulting
Education
Harvard Business School 1976 — 1978
MBA, High Distinction
Princeton University 1969 — 1973
BA, Linguistics, Magna cum laude
Noble & Greenough School 1964 — 1969
Bingham McCutchen LLP 2000 - 2014
BankBoston 1986 - 1999
European American Bank 1985 - 1986
Frank Zolfo & Co. 1984 - 1985
First National Bank of Boston 1977 - 1983
Skills
Debt Restructuring, M&A experience, Valuation, Negotiation, Strategic Business..., Distressed M&A, Mergers, Restructuring, mergers and acquisitions, Financial Services, Finance, Due Diligence, Capital Markets, Banking, Strategy, Mergers & Acquisitions
Education
Salem State University
Bachelor of Science (B.S.), Business Adminstration
Donna Miceli Dance Center 2012 - Present
Donna Miceli Dance Center 2009 - 2012
Holy Family Hospital 2000 - 2002
Analogic 1985 - 1987
First National Bank of Boston 1977 - 1985
Skills
Microsoft Office
Education
North Shore Community College
Associates Degree, Administrative Assistant and Secretarial Science, General
Bank of America November 2012 - Present
Bank of America 2004 - 2012
FleetBoston 2003 - 2004
FleetBoston 1999 - 2003
BankBoston 1997 - 1999
Bank of Boston 1992 - 1997
Bank of Boston 1990 - 1992
First National Bank of Boston 1986 - 1990
First National Bank of Boston October 1984 - 1986
Allstate June 1982 - October 1984
Skills
PMP, Six Sigma Black Belt, Cross-functional Team..., Business Process..., Program Management, Process Improvement, Risk Management, Process Engineering, Six Sigma, Change Management, Business Analysis, Project Management, Project Portfolio..., MS Project, Visio, Vendor Management, Business Transformation, SDLC, PMO, Requirements Gathering, Requirements Analysis, IT Strategy, Software Project..., Business Process, Business Intelligence, Banking, Governance, Project Delivery, Financial Services, Enterprise Architecture
Education
Tufts University 1978 — 1982
B.A.
Performance Index & Systems Inc July 1991 - Present
Bank of Boston 1981 - 1991
First National Bank of Boston 1968 - 1981
Skills
Business Analysis, Software Project..., SDLC, Risk Management, Software Development, Project Management, Cloud Computing, Business Intelligence, Vendor Management, Requirements Analysis, Process Improvement, IT Strategy, Business Process..., Requirements Gathering, Systems Analysis, Management, Financial Services, IT Management
Education
Bentley College 1967 — 1972
BS, Accounting and Finance
Bentley University 1967 — 1971
BS, Accounting
Needham High School 1963 — 1967
Wilbraham Academy
Wilbraham Academy
Boston Private Bank & Trust Company November 2003 - Present
Sovereign Bank June 2000 - April 2003
Sovereign Bank February 2001 - June 2002
Sovereign Bank June 2000 - February 2001
First National Bank of Boston September 1993 - June 2000
The Church of Jesus Christ of Latter-day Saints August 1993 - 1994
Skills
Banking, Customer Relations, Compliance, Risk Management, Customer Service, Mentoring, Problem Solving, Private Banking, Loans, Financial Services, Financial Analysis, Leadership, Customer Satisfaction, Auditing, Finance, Cross Selling, Portfolio Management, Cash Management, Mortgage Lending, Financial Risk, Wealth Management, Commercial Lending, Time Management, Underwriting, Investments, Commercial Banking, Lines Of Credit
Education
Brigham Young University - Idaho 2012 — 2016
Degree-seeking student applying for an online degree program, Business Management (BS)
Northeastern University 1990 — 1995
Mechanical Engineering Related Technologies/Technicians
Jeremiah E Burke High School 1986 — 1990
People's United Bank August 2009 - Present
Saint Mary's Parish, Archdiocese of Boston May 2004 - June 2005
First National Bank of Boston January 1990 - August 1995
Skills
Banking, Retail Banking, Call Centers, Customer Service, Microsoft Office, Vendor Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Loans, Credit, Access
Education
Roger Williams University 1986 — 1988
Architecture
Burlington High School, MA 1981 — 1986
Oakbrook Village Homeowners Association June 2012 - June 2013
HSBC 1999 - 2008
Consumer Portfolio Services 1997 - 1999
FINOVA Capital Corporation 1996 - 1996
ComMatrix Corporation 1991 - 1993
Memorex Telex 1986 - 1991
Armco Industrial Credit Corp. 1982 - 1985
Crocker Commercial Services 1979 - 1981
Ryan and Miller 1976 - 1978
First National Bank of Boston 1972 - 1976
Skills
Word, Excel, Microsoft Excel, Microsoft Word, Credit, Factoring, Asset Based Lending, Loans, Sales, Banking, SQL, Risk Management, Financial Modeling, Coaching, Finance, Strategic Planning, Consumer Lending, Credit Analysis, Financial Analysis, Portfolio Management, Credit Risk, Investments, Financial Services, Funding, Process Improvement, Business Analysis, Underwriting, Financial Reporting, Negotiation, Leadership, Business Development, Management, Vendor Management, Customer Retention, Training, Team Building, Budgets, Customer Service, Account Management, Marketing, Customer Satisfaction, Cross-functional Team..., Outlook, Project Management, Sales Management, Performance Management, New Business Development, CRM, Marketing Strategy, Program Management
Education
University of Oklahoma - Price College of Business 1968 — 1972
BBA, Finance, Business Law
The Concorde Group, Inc. February 2008 - Present
Sanders Morris Harris Group, Inc. March 2006 - February 2008
Friedman Billings Ramsey & Co., Inc. April 2003 - December 2004
Putnam Lovell NBF December 2000 - March 2003
CIBC World Markets January 1998 - November 2000
MA Schapiro & Co., Inc. May 1991 - December 1997
Tucker Anthony, Inc. April 1987 - December 1990
Keefe, Bruyette & Woods, Inc. June 1982 - March 1987
First National Bank of Boston June 1979 - May 1982
Skills
Investment Banking, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Financial Institutions, Series 24, Series 7, Series 63, Mergers, Valuation, Due Diligence, Securities, Private Placements, Fixed Income, Capital Markets, Financial Services, Finance, Equities, Investments, Securitization, Bloomberg, Financial Modeling, Private Equity, Financial Markets, Portfolio Management, Bonds, Venture Capital, Equity Research, Alternative Investments, Structured Finance, LBO, Asset Allocation, Structured Products, Hedge Funds, Equity Capital Markets, IPO, Asset Management, Corporate Development, Capital, Trading, Financial Advisory, Investment Strategies, Financial Structuring, Capital Raising, Equity Trading, Emerging Markets, Acquisitions, FINRA, Investor Relations, Business Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1982
Finance
Amherst College 1975 — 1979
A.B., Anthropology, US History
Deerfield Academy 1971 — 1975
Hitchwood Capital June 2014 - Present
Scout Capital January 2010 - May 2014
Reservoir Capital Group 2006 - 2009
Citigroup Private Equity 2003 - 2006
Avero, Inc. 2000 - 2003
Lehman Brothers 1996 - 2000
Lehman Brothers 1996 - 2000
First National Bank of Boston 1990 - 1994
Skills
Hedge Funds, Capital Markets, Equities, Asset Management, Alternative Investments, Financial Modeling, Asset Managment, Venture Capital, Fixed Income, Private Equity, Investment Banking, Investments, Portfolio Management, Due Diligence, Valuation
Education
Harvard Business School 1994 — 1996
M.B.A.
Wesleyan University 1986 — 1990
B.A., Economics
M&T Bank July 1990 - Present
First National Bank of Boston March 1988 - July 1990
Skills
Securities, Corporate Trust, Bonds, Banking
Education
Bloomfield College 1981 — 1983
BS, Business - Finance
Goodwin Procter LLP January 2012 - Present
Wells Fargo May 2009 - October 2011
U.S. Trust/Bank of America Private Wealth Management 2007 - 2009
US Trust October 2003 - July 2007
State Street Bank / State Street Global Advisors 1992 - 2003
First National Bank of Boston 1986 - 1994
Skills
Trusts, Estate Planning, Management, Trust Services, Fiduciary, Estate Law, Estate Tax Planning, Wealth Management, Alternative Investments, Securities, Portfolio Management, Accounting, Hedge Funds, Risk Management, Banking, Investments, Series 7, Investment Management, Estate Administration, Investment Advisory, High Net Worth..., Wealth Management...
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Suffolk University Law School 1977 — 1980
JD, Law
Boston College 1972 — 1977
BA, History
Retired May 2011 - Present
Fifth Third Bank 2005 - May 2011
Sterling National Bank 2002 - 2005
Fleet National Bank/Fleet Boston 1998 - 2002
Citibank, N.A. 1989 - 1998
State Street Bank & Trust Company 1987 - 1989
First National Bank of Boston 1969 - 1986
Skills
Credit, Commercial Banking, Trade Finance, Commercial Lending, Treasury Management, Asset Based Lending, Cash Management, Financial Risk, Letters of Credit, Middle Market, Finance, Small Business Lending, Factoring, Relationship Management, Lines Of Credit, Financial Institutions, Treasury Services, Banking, Loans, Project Finance, Business Development, Emerging Markets, Private Equity, Financial Structuring, Trading, Financial Services, Loan Origination
Education
Northeastern University 1968 — 1971
MBA, Business
University of Southern California - Marshall School of Business 1964 — 1968
BS, Finance
Tabor Academy 1960 — 1964
Americas-Best-Bus January 2010 - Present
Self-Employed January 2009 - Present
Charles, Prophet & Hamilton July 1995 - September 2001
First National Bank of Boston 1989 - 1991
Marine Middland Bank 1988 - 1989
HSBC 1988 - 1989
Skills
Strategic Planning, Public Speaking, Marketing, New Business Development, Marketing Strategy, Business Strategy, Social Media, Contract Negotiation, Social Media Marketing, Microsoft Office, Negotiation, Project Management, SEO, Small Business, Online Marketing
Education
Boston University School of Law 1984 — 1988
JD
University of Michigan 1980 — 1984
BA
Beachwood High School 1976 — 1980
Miliken Elementary 1971 — 1973
Southwest Management Consultants 2000 - Present
El Centro College, DCCCD October 1992 - March 2000
Neighborhood Housing Association September 1981 - September 1986
Alamo Colleges, St. Philip's Community College September 1979 - May 1981
City of San Antonio 1978 - January 1981
Joske's of Texas July 1976 - August 1977
Alamo National Bank July 1975 - July 1976
First National Bank of Boston October 1972 - June 1975
USAA October 1971 - August 1972
Skills
Organizational..., Executive Coaching, Leadership Development, Strategic Planning, Fundraising, Employee Engagement, Community Outreach, Grant Writing, Organizational..., Team Building, Business Strategy, Project Management, Technology Needs..., Entrepreneurship, Training
Education
Trinity University 1979 — 1981
M.A., Urban Studies
Texas State University 1967 — 1971
B.A., Sociology
Normand Roy & Associates March 1978 - Present
Roy Real Estate, Inc February 1974 - Present
Junior Achievement of Shreveport February 1967 - May 1972
First National Bank of Boston March 1960 - May 1961
Skills
Residential Homes, REO, Short Sales, Foreclosures, New Home Sales, Single Family Homes, Real Estate, Sellers, Listings, First Time Home Buyers, Real Estate Transactions, Buyer Representation, Property Management, Mortgage Lending, ABR, Residential Home..., Litigation Appraisals, FHA Appraisals, Notary Public, Real Estate Marketing, Tax Abatement Appraisals, Investment Properties, Sales, FHA, Investors, Relocation, Referrals, Contract Negotiation, Strategic Planning
Education
Northeastern University 1959 — 1961
Associate's Degree, Business Administration and Management, General
Bentley College 1957 — 1959
Associate's degree, Accounting and Finance
Salus Capital Partners November 2011 - Present
First Niagara Commercial Finance Inc. November 2009 - November 2011
NewAlliance Commercial Finance November 2009 - April 2011
GMAC Commercial Finance May 2004 - December 2008
Wells Fargo Retail Finance January 2001 - May 2004
Paragon Capital 1999 - 2001
BNY Financial April 1994 - January 1999
First National Bank of Boston 1990 - 1994
Education
University of Phoenix 2003 — 2006
Masters, Elementary Education - Teaching
Iowa State University 1986 — 1989
BBA, Managment
Creighton University 1985 — 1986
University of Pittsburgh President and CEOCommunity College of Allegheny CountyAugust 2003 - July 2007
Bank of New York Mellon April 1995 - July 2003
First National Bank of Boston 1978 - 1994
Education
The University of Texas at Austin 1968 — 1970
Ph.D., Latin American History
Alexander P. Hoke, CLU, ChFC November 1981 - Present
MassMutual Financial Group July 1994 - December 1997
Northwestern Mutual November 1981 - June 1994
First National Bank of Boston January 1978 - August 1981
First National Bank of Boston September 1972 - December 1977
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Business Planning, Retirement Planning, Long Range Planning, Leadership Development, Marketing, Commercial Insurance, Risk Management, Asset Managment, Fixed Annuities, Wealth Management, 401k, Leadership, Marketing Strategy, Legal Liability, Employee Benefits, Team Building, Series 7, Series 63, Process Improvement, Asset Allocation, Financial Analysis, Investments, Workers Compensation, Retirement, Account Management
Education
Gettysburg College 1968 — 1972
BA, Psychology
Kingswood School 1962 — 1968
WorldBusiness Capital, Inc. 2003 - Present
First International Bank 1988 - 2001
Bank of New Haven 1985 - 1988
Chase Manhattan Bank 1982 - 1985
First National Bank of Boston 1979 - 1982
Skills
Emerging Markets, Valuation, Strategy, Mergers & Acquisitions, Due Diligence, Strategic Planning, Entrepreneurship, Corporate Finance, Financial Analysis, Management, Financial Structuring, Business Strategy
Education
Fletcher School of Law and Diplomacy 1977 — 1979
Master of Arts (M.A.) in Law and Diplomacy, Development Economics
Yale University 1973 — 1977
Bachelor of Arts (B.A.) in Political Science, International Relations
Lieutenant islandPartners, LLC October 2008 - Present
Morehouse College 2007 - Present
Deutsche Bank Securities September 1996 - April 2008
Lehman Brothers June 1980 - September 1996
First National Bank of Boston 1975 - 1980
Skills
Private Equity, Capital Markets, Investment Banking, Valuation, Hedge Funds, Venture Capital, Mergers & Acquisitions, Management, Alternative Investments, High Yield, Finance, Banking, Emerging Markets, Mutual Funds, Financial Advisory, Corporate Law, Loans, LBO, Corporate Finance, Fixed Income, Equities, Financial Modeling, Due Diligence, Corporate Development, Private Placements, Securities, Investments, Financial Analysis, Asset Management, Equity Research, Investor Relations, Leveraged Finance, Portfolio Management, Structured Finance, Financial Structuring, Leadership Development, Leadership, Bloomberg, Mentoring Of Staff, Corporate Governance
Education
Harvard Business School
MBA, Finance
Princeton University
BA, History
Brookline High School
The Caleb Foundation 2004 - Present
Bernardin Properties, LLP 1996 - 2004
First National Bank of Boston 1994 - 1996
First National Bank of Boston 1989 - 1993
Skills
Strategic Planning, Financial Analysis, Real Estate Economics, Affordable Housing, Nonprofits, Commercial Real Estate, Fundraising, Real Estate
Education
Bentley University
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA), Economics
Yang's Fitness Center November 1989 - Present
First National Bank of Boston June 1990 - April 1995
Arthur Andersen & Co. May 1987 - June 1990
Skills
Accounting, Due Diligence, Mergers & Acquisitions, Nonprofits, Management Consulting, Microsoft Office, Budgets, Process Improvement, Investments, Microsoft Excel, Business Strategy, Team Building, Small Business, Auditing, Strategic Planning, Change Management, Start-ups, Financial Analysis, QuickBooks, Entrepreneurship, Customer Service, Project Management, New Business Development, Public Speaking, Training, Management, Bookkeeping, Non-profits, Leadership, Strategy, Business Development, Business Planning, Executive Management, Marketing, Leadership Development, Coaching
Education
Mississippi State University - College of Business and Industry 1983 — 1987
BPA, Accounting
YogaWorks Teacher Training Program
200 RYT, Yoga Instructor
Cardinal Health January 2015 - Present
Cardinal Health February 2008 - Present
Cardinal Health, Inc March 2006 - January 2008
Cardinal Health 1999 - 2006
Cardinal Health 1995 - 1999
Fleet Bank of NY 1993 - 1995
First National Bank of Boston 1989 - 1993
JPMorgan Chase 1980 - 1989
Skills
Commercial Lending, Finance, Financial Analysis, Credit Analysis, Credit, Leadership, Credit Risk, Portfolio Management, Process Improvement, Risk Management, Six Sigma, Forecasting, Financial Modeling, Loans, Commercial Banking
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1984
MBA, Management
Saint Lawrence University 1976 — 1980
BA, Cum Laude, Economics
Franklin University 2001 — 2003
BS, Summa Cum Laude, Accounting, 4.0
Saratoga Springs High School 1972 — 1976
Liberty Tax Service September 2012 - Present
H&R Block 2002 - 2011
Maryland National Bank 1987 - 1990
Perpetual Savings Bank 1985 - 1987
First National Bank Of Boston 1983 - 1985
National Can Corporation 1978 - 1982
Skills
Small Business, Budgets, Strategic Planning, Entrepreneurship, Team Building, Accounting, Investments, Retirement Planning, Microsoft Office, Coaching, Tax Preparation, Personal Income Tax..., Small Business Tax, Gift Tax, Marketing, Social Media Marketing, Social Networking, Dynamic Speaker, Parade Maven, Digital Marketing, Guerrilla Marketing, Sales Management, Stewardship
Education
University of Pittsburgh
Master of Business Administration (MBA), Accounting
University of Delaware
Bachelor's degree, Economics
Institute of Management Consultants National Capital Region 2011 - Present
Quality Management International 1992 - Present
Broadcast Capital Fund 1986 - 1992
CBS,Inc 1984 - 1986
US Department of State 1980 - 1982
First National Bank of Boston 1978 - 1980
Skills
Business Strategy, Non-profits, Corporate Finance, Entrepreneur, Venture Capital, Acquisition Integration, Management Consulting, Executive Coaching, Executive Management, Entrepreneurship, Management, Business Planning, Operations Management, Competitive Analysis, Strategic Partnerships, Program Management, Risk Management, Business Development, Start-ups, Nonprofits, Team Building, Strategy, Project Planning, Organizational..., Leadership Development, Leadership, Mergers & Acquisitions, Business Process..., New Business Development, Cross-functional Team..., Change Management, Strategic Planning, Financial Modeling, Governance, Financial Analysis, Contract Negotiation, Finance
Education
Harvard Business School 1982 — 1984
MBA, Entrepreneurial Management, Industry and Competitive Analysis, Marketing
Harvard University 1974 — 1978
BA, Economics, International Relations
Boston Latin School 1968 — 1974
R V R Associates 2001 - Present
R V R Associates 2000 - 2011
CIT 1984 - 2001
First National Bank of Boston 1966 - 1980
Skills
Financial Risk, Financial Analysis, Factoring, Credit, Commercial Lending, Corporate Finance, Banking, Loans, Mergers & Acquisitions, Credit Risk, Due Diligence, Financial Structuring, Restructuring, Credit Analysis, Portfolio Management
Education
Dartmouth College 1974 — 1977
DIPLOMA, CREDIT AND FINANCIAL MANAGEMENT
Rutgers University 1974 — 1977
BANKING, Banking and Financial Support Services
Pace University 1962 — 1968
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Fordham Prepratory School 1956 — 1959
Middlesex Savings Bank Vice PresidentSouth Shore Co-operative Bank2005 - 2007
Stoneham Savings Bank 2004 - 2005
Citizens Bank 2001 - 2004
U S Trust 1990 - 2001
First National Bank of Boston 1978 - 1990
Bay Bank Middlesex 1970 - 1978
U S Air Force 1966 - 1970
Education
Babson College 1964 — 1966
MBA, Finance
Boston College 1960 — 1964
BA, Math & Economics
Mission High 1956 — 1960
Diploma
Terry Bicycles April 2009 - Present
The Vermont Teddy Bear Company September 1995 - September 2008
AirMouse Remote Controls April 1991 - August 1995
McCarren for Lieutenant Governor April 1990 - November 1990
Vermont Gas Systems June 1984 - February 1989
First National Bank of Boston July 1979 - June 1980
Education
University of Vermont 1981 — 1984
MBA, Business
Middlebury College 1973 — 1978
BA, French
Abbot Academy 1969 — 1973
Sovereign Bank January 2011 - Present
M & M Consulting LLC August 2010 - January 2011
Digital Credit Union May 2006 - August 2010
Chaston Associates 1998 - 2006
FDIB May 1995 - July 1998
First National Bank of Boston September 1977 - November 1993
Skills
Commercial credit..., Commercial loan..., Commercial loan..., Commercial loan review, Loan process analysis..., Credit Analysis, Commercial Real Estate, Financial Structuring, Credit, Loans, Portfolio Management, Commercial Lending, Small Business Lending, Commercial Banking, Risk Management, Financial Risk, Commercial Mortgages, Banking, Consumer Lending, Credit Risk, Financial Analysis, Underwriting
Education
Boston University
MBA, Finance &Marketing, Honors
Union College
BS, Psychology, Honors
Wellington Management January 1997 - Present
Wellington Management July 2009 - September 2014
Wellington Management July 1994 - December 1996
First National Bank of Boston January 1989 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Bowdoin College 1983 — 1986
AB
First National Bank of Boston 1972 - 1990
Skills
Banking, Financial Analysis, Portfolio Management, Strategic Financial..., Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Investments, Credit
Education
Lehigh University 1965 — 1969
Fannie Mae May 1987 - May 2010
First National Bank of Boston June 1981 - April 1987
Atlanta Based REIT's August 1974 - April 1980
Education
Florida State University 1967 — 1971
BA, Government
Alternative EFT Solutions September 2011 - Present
Elan Financial Services March 2005 - July 2011
Genpass Technologies May 1998 - March 2005
Electronic Payment Services May 1997 - May 1999
Mellon Bank, Network Services May 1990 - May 1997
First National Bank of Boston March 1956 - May 1987
Skills
Sales Management
Education
Michigan State University 1985 — 1986
Certificate, Business Management, Certificate
Northeastern University 1964 — 1972
BS, Business
Pine Point School 1977 - Present
Pine Point 1976 - 2011
First National Bank of Boston August 1974 - April 1976
Skills
Teaching, Curriculum Development, Public Speaking, Curriculum Design, Event Planning, Educational Leadership, Lesson Planning, Classroom, Research, Educational Technology, Tutoring, Special Education, Talent Management, Instructional Design, Coaching, Performance Management, Microsoft Excel
Education
University of Rhode Island 1977 — 1985
Master of Arts (M.A.), Reading Teacher Education
Boston University 1970 — 1974
Bachelor of Fine Arts (BFA)
State Street 1994 - Present
State Street 1999 - 2014
State Street 1999 - 2014
First National Bank of Boston 1989 - 1994
Salomon Brothers NY 1987 - 1989
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor of Science (BS), Finance, General
Ford Motor Company December 1997 - Present
Ford Motor Company May 1984 - Present
Ford Motor Company July 1987 - November 1997
First National Bank of Boston July 1981 - May 1984
Skills
Budgets, Automotive, Automobile, Customer Service, Vehicles, Customer Satisfaction, Negotiation, Purchasing, Forecasting, Strategic Planning, Operations Management, Process Improvement
Education
Curry College 1980 — 1983
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, completed
J. William Camarano CPA September 1976 - Present
Alfred Camarano PA October 1973 - August 1976
First National Bank of Boston November 1970 - September 1973
Skills
General Ledger, GAAP, Tax Research, Account Reconciliation, Internal Controls, QuickBooks, Partnership Taxation, Sales Tax, Fixed Assets, CPA, Bookkeeping, Financial Analysis
Education
Bentley College 1966 — 1970
Accounting and Finance
The Roxbury Latin School 2011 - Present
State Street Bank and Trust 1984 - 1992
First National Bank of Boston 1981 - 1984
Education
Colby College 1976 — 1980
Bachelor of Arts (B.A.), Mathematics and Administrative Science
Locke Lord, LLP September 1996 - Present
Mahoney Hawkes & Goldings (formerly Fordham & Starrett) September 1987 - July 1997
First National Bank of Boston 1995 - 1997
Skills
•Microsoft Word, Excel, Visio, Power Point, DocX Tools, MacPac, Best Authority, Outlook, OmniPro Page 14.0..., Adobe Acrobat 9.0, PDF Converter, NeroStartSmart..., AIA Documents, Legal Documents
Education
Quincy College 1982 — 1984
Associate of Science (A.S.), Medical Administrative/Executive Assistant and Medical Secretary
Quincy HIgh School
KPMG US January 1994 - January 2005
Fleet Bank January 1992 - January 1994
Bank of New England January 1991 - January 1992
First National Bank of Boston January 1990 - January 1991
Rhode Island Hospital Trust Natl Bank January 1978 - January 1990
Skills
Tax Preparation, Fiduciary Services, Bank Reconciliation, Payroll, Procedural Analysis, Mergers & Acquistions, IRS problem resolution, Highly Organized, Communicative and..., Team-oriented, Multi Tasking, Analytical - Problem..., Supervisory Experience, Train Staff, Microsoft Proficient, Self-motivated..., Deadline Oriented, Communication, Problem Solving, Income Tax, Microsoft Excel, Mergers, Tax Accounting, Social Skills, Tax
Education
Community College of Rhode Island
1040 Income Taxation
New York Bankers Association Tax School
Tax Law/Taxation
US Army Intelligence School
Radar Communications and Systems Technology, PFC
APG Asset Management March 2004 - Present
General Motors Asset Management May 1995 - February 2004
First National Bank of Boston February 1990 - August 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Massachusetts Institute of Technology 1995 — 1995
Master's degree, Real Estate Development
Skidmore College 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Retired Flight AttendantDelta Air Lines1972 - January 2005
First National Bank of Boston January 1967 - November 1969
Skills
Acrylic Painting, Watercolor Artist, Customer Service, Watercolor
Education
Florida Atlantic University 2000 — 2005
Bachelor of Fine Arts (BFA), Painting
New Hartford High School 1965 — 1965
Hinsdale Township High School 1961 — 1965
Diploma
Kindred Healthcare March 2001 - Present
Bridgewater Goddard Park Medical Assoc. July 1985 - December 2000
First National Bank of Boston June 1969 - July 1970
Skills
Banking, Branch Secretary -...
Education
Massasoit Community College 1996 — 1998
Associate of Science (A.S.), Business Administration and Management, General, cum laude
Pierce Secretarial School 1967 — 1969
Medical Secretarial
Krauss Whiting January 1998 - August 2014
Self -Employed January 1987 - December 1998
Scarsdale National Bank & Trust Company December 1971 - November 1987
First National Bank of Boston June 1966 - December 1971
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Independent Trustee, Investments, Mutual Funds, Tax, Risk Management, Banking, Financial Analysis, Finance, Portfolio Management, Budgets, Financial Services
Education
Middlebury College 1962 — 1966
Bachelor's degree, Political Science