Fleet Bank
Industry: Bank
DescriptionFleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America. Successor: Bank of America Headquarters: Boston, Massachusetts, United States Founded: 1999 Revenue: 12 billion USD Defunct: 2004 Number of employees: Approximately 50,000
Fleet Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fleet Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,441 Fleet Bank employees in database. Find out everything there's to know about Fleet Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fleet Bank Employees
IMT Residential July 2007 - Present
Comprehensive Medical Imaging 1998 - 2003
Fleet Bank June 1995 - February 1997
Skills
Apartments, Real Estate, Negotiation, Budgets, Property Management, Residential Homes, Contract Management, Yardi, Team Building, Forecasting, Customer Service, Contract Negotiation
Education
Northeastern University
Business Management
UMass Lowell
Baker & Taylor November 1999 - Present
Fleet Bank January 1992 - October 1999
Education
Southern New Hampshire University 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Plymouth State University 1987 — 1991
Bachelor's Degree, Marketing
Northeastern University 2008 - 2013
American Student Assistance September 2006 - February 2008
American Student Assistance November 2003 - September 2006
Fleet Bank 1996 - 2003
Skills
Legal Research, Legal Writing, People-oriented, Creative Problem Solving, Keen Listener, Call Centers, Eye for Details, Long-term Customer..., Customer Satisfaction, Microsoft Office, Salesforce.com, Process Improvement, Project Management, Coaching, Customer Service, Financial Services, Vendor Management, Program Management, Team Building, Leadership, Business Analysis, Management, Sales
Education
Massachusetts School of Law 2012 — 2015
Doctor of Law (J.D.), Law
Northeastern University 2010 — 2011
B.S., Information Technology
Northern Essex Community College May 2013 - Present
Marriott Hotel April 2000 - July 2010
Fleet Bank April 2000 - November 2000
Casablanca Morocco May 1999 - February 2000
ALJ November 1998 - May 1999
Skills
C, Linux, SQL, Unix, C++, XML, TCP/IP, Microsoft Office, Perl, UML, Respiratory Care, Respiratory Therapy, Cpr Certified, Clinical Research
Education
Northern Essex Community College 2008 — 2010
Associate of Science (A.S.), Respiratory Care Therapy/Therapist
Hamden Public Schools August 2003 - Present
Actmedia / NewsAmerica Marketing September 1997 - June 2002
Fleet Bank August 1993 - August 1997
IBM June 1986 - July 1993
IBM July 1980 - June 1986
Education
Northwestern University 1976 — 1980
Bachelor of Science (B.S.), Electrical Engineering
Loomis August 2000 - Present
Fleet Bank October 1999 - September 2000
KeyBank January 1993 - September 1999
Skills
Banking, Digital Imaging, Operational Excellence, Cash Management, Operations Management, Outsourcing, Cash Flow, Transportation, Leadership, Budgets, Process Improvement, Management, Project Management, Business Strategy, Risk Management, Microsoft Office, Business Process..., Compliance, Treasury Management, Contract Negotiation, Logistics, Product Management, Customer Service, P&L Management, Internal Controls, Finance, Vendor Management, New Business Development, Strategic Planning, Executive Management, Team Leadership, Change Management, Credit Cards, Financial Analysis, Customer Satisfaction, Account Management, Credit, Income Statement, Call Center, Business Analysis, Operational Risk..., Sales Management, Team Building, Payments, Relationship Management, Business Development, Forecasting, Negotiation, Sales Process, Pricing
Education
Pace University 1992 — 1994
Fulton Montgomery CC 1990 — 1992
Gloversville High
JF Corff and Associates July 2015 - Present
U.S. Bank June 2013 - May 2015
U.S. Bank December 2008 - June 2013
U S Bank October 2005 - November 2008
Boeing Captial February 2002 - October 2004
DaimlerChrysler Captial Services (debis) November 2000 - February 2002
FCM Associates April 1996 - November 2000
Fleet Bank February 1991 - April 1996
Skills
Commercial Lending, Commercial Banking, Banking, Asset Based Lending, Credit Risk, Portfolio Management, Underwriting, Risk Management, Financial Analysis, Small Business Lending, Investments, Credit Analysis, Lines Of Credit, Financial Risk, SBA, Loan Origination, Invited speaker at..., Finance
Education
National Graduate School of Commercial Lending
Completed
Oklahoma City University
BS, Business Administration and Management, General
Southwestern Graduate School of Banking at SMU
Completed
St Gregory's High School
First County Bank 1999 - Present
Fleet Bank February 1998 - August 1999
Skills
Banking, Customer Relations, Consumer Lending, Retail Banking, Commercial Mortgages, Customer Satisfaction, Financial Analysis, Customer Service, Sales Management, Credit, Management, Commercial Banking, Loans, Outlook, Coaching, Budgets, Analysis, Training, Mortgage Lending
Education
Connecticut School of Finance & Management 2010 — 2012
Norwalk Community College 1996 — 1998
Business Administration
Centro de idiomas de la Universidad Catolica 1990 — 1993
Communication
Self-employed January 2000 - Present
Angelini & Carneiro, C.P.A.'s, Inc. January 2000 - March 2013
Fleet Bank January 1981 - May 1986
Skills
Tax, Strategic Planning, Financial Analysis, Budgets, Financial Reporting, Tax Preparation, Management Consulting, Small Business, Auditing, Business Strategy, Mergers & Acquisitions, Income Tax, Due Diligence, Bookkeeping, Customer Service, Business Planning, Accounting, Managerial Finance
Education
Providence College 1974 — 1978
Bachelor of Science, Major in Accounting and a minor in History
Perrino & Associates, Inc. 2013 - 2014
MPM Property Managment, LLC 2007 - 2009
Boston Properties 2000 - 2006
Peter Elliott, LLC 1998 - 2000
Fleet Bank 1997 - 1998
Trammell Crow, NE, Inc. 1996 - 1997
Compass Management and Leasng 1991 - 1996
Skills
Member, Greater Boston..., Landlord, Property, Property Management, Sales, Real Estate, Real Estate Transactions, Tenant, Commercial Real Estate, Corporate Real Estate, Investment Properties, Disposition, Real Estate Development, Landlords, Real Estate Economics, Tenant Representation, Leases, Lease Negotiations, Lease Administration, Residential Homes, Dispositions, Contract Negotiation, Due Diligence, Facilities Management, Brokerage, Management, Negotiation, Investors, Asset Management, Location Intelligence, Budgets, Strategic Planning, Construction
Education
Northeastern University
Real Estate Finance
University of Mass (Boston State)
Carole M. Gilchrist, Attorney at Law September 2003 - Present
Fleet Bank 1995 - 1999
Fleet Bank 1981 - 1997
Skills
Wills, Civil Litigation, Litigation, Loans, Real Estate Transactions, Finance, Commercial Real Estate, Estate Planning, Commercial Lending, Bankruptcy, Refinance, Corporate Law, Personal Injury, Appeals, Short Sales, Commercial Litigation
Education
Pace University School of Law 1999 — 2002
Juris Law, Property & Envirnomental Law
Sacred Heart University 1995 — 1999
BS, Legal Studies
Travers Family Trusts June 1996 - Present
The Deerfield Organization 1996 - Present
Fleet Bank 1990 - 1996
Skills
Strategy, Securities, Finance, Investments, IPO, Portfolio Management, Management Consulting, Business Analysis, Banking, Financial Analysis, Strategic Planning, Budgets, Accounting, Capital Markets, Business Development, Forecasting, Asset Management, Business Planning, Financial Reporting, Fixed Income, Business Strategy, Financial Accounting, Change Management, Marketing Strategy
Education
Penn State University 1980 — 1984
Bachelor of Science, Finance, Accounting
The PEAR Group Inc. April 2010 - Present
The PEAR Group Inc. April 2011 - Present
ERA Professional Realty Inc. June 2003 - May 2011
CHE Design Co December 2002 - May 2007
New York City Police Department February 2005 - July 2006
Century 21 Realty September 2003 - July 2005
Whidden Silver Inc January 2000 - May 2002
Fleet Bank September 1998 - July 1999
Ford Motor Company September 1998 - June 1999
Skills
Real Estate, Investors, Investment Properties, Real Estate Transactions, Facility Space Planning, Interior Architecture, Project Management, Project Coordination, Condos, Commercial Real Estate, Real Estate Development, Redesigning, Interior Design, Rental Real Estate, Rental Management, real estate broker, Short Sales, Buyers, Sellers, Property Management, Sales, Real Property, Property, REO, Residential Homes, HUD, Contract Negotiation, Relocation, Foreclosures, Single Family Homes
Education
Parsons School of Design 1991 — 1995
Bachelor of Fine Arts Degree, Interior Design & Space Planning
New School University - Eugene Lang College 1992 — 1995
Bachelor of Arts (B.A.), Litersture, 3.0
The Maryland Institute College of Art 1991 — 1992
No Degree, Fine/Studio Arts, General
Pratt Institute College of Art 1996 — 1998
No Degree, Architecture
York College - City University of New York 2003 — 2003
No Degree, Real Estate
LaGuardia High School 1987 — 1991
High School Degree, Fine and Studio Arts
IBM April 2010 - Present
Bank of America October 2004 - April 2010
Fleet Bank June 1983 - October 2004
Skills
Data Warehousing, Vendor Management, Agile Methodologies, PMP, SDLC, Executive Management, Business Process..., Program Management, Cloud Computing, PMO, Software Project..., Requirements Gathering, SQL, Project Portfolio..., Leadership
Education
Northeastern University
Master of Business Administration (M.B.A.)
Southern New Hampshire University
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo Bank June 2003 - Present
Fleet Bank June 1996 - June 2003
JPMorgan Chase July 1991 - June 1996
Bank of Montreal (Harris) July 1988 - June 1991
Skills
Leadership, Sales, Bank Relationship..., Commercial Banking, Financial Analysis, Credit Analysis, Loan Structuring, Capital Markets, Investment Banking, Mergers & Acquisitions, Treasury Management, Asset Based Lending
Education
Northwestern University 1984 — 1988
BA, Economics and Political Science
General Dynamics Information Technology January 2005 - Present
Fleet Bank January 1993 - April 1993
Skills
Oracle Financials, Essbase, Financial Reporting, Financial Forecasting, Risk Analysis, Forecasting, Oracle E-Business Suite, Sarbanes-Oxley Act, Program Management, Project Management, Finance, Budgets, Process Improvement, Financial Analysis, Accounting, Financial Modeling, FAR, Tax, Management, Strategic Planning, Analysis, Cost Accounting, PeopleSoft, Accounts Receivable, Access, Auditing, Visio
Education
Northeastern University 1988 — 1993
Bachelor of Science (BS), Accounting and Finance
FM Global September 2008 - Present
APC-MGE May 2005 - February 2008
Bank of America June 1984 - April 2005
Fleet Bank 1984 - 2004
Skills
Employee Relations, Coaching, Performance Management, Succession Planning, Corporate Downsizing, Training & Development, Management, Project Management, Recruiting, Operational Improvement, Career Counseling, Conflict Resolution, Deferred Compensation, Employee Training, Human Resources, Organizational..., Career Development, Talent Management, Payroll, College Recruiting, HRIS, Workforce Planning, HR Policies, Leadership, Strategic HR, Training Delivery, Personnel Management, PeopleSoft, New Hire Orientations, Program Management, MBTI, Management Development, Organizational..., Training, Sourcing, Interviews, Benefits Administration, Talent Acquisition, Employee Benefits, Organizational Design, Employee Engagement, Team Building, Leadership Development, Temporary Placement, Vendor Management, Time Management, Applicant Tracking..., Labor Relations, Change Management, Employment Law
Education
Providence College 1980 — 1984
BS, Finance
HarperCollins Publishers March 2002 - Present
Citywide Animal Clinic February 2001 - March 2002
Fleet Bank January 1998 - June 1999
Skills
Books, Publishing, Proofreading, Creative Writing, Publications, Research
Education
Penn State University 2010 — 2012
BA, Labor & Employment Relations
Johnson Technical Collage 2000 — 2001
Veterinary Technology, Veterinary Assistant
Lackawanna College 1994 — 1996
Associates in Human Services, Social Work
Resmini Law Associates LLC October 2009 - Present
Body Renaissance LLC December 2000 - December 2011
Fleet Financial Group February 1998 - July 2000
Fleet Financial Group June 1995 - June 1997
Fleet Bank April 1992 - September 1994
Skills
Leadership, Consulting, Project Management, Management, Program Management, Finance, Human Resources, Coaching, Sales, Strength Training, Entrepreneurship, Healthcare, New Business Development, Pilates, Leadership Development, Market Research, Retail Banking, Account Management, Team Leadership, Wellness, Marketing
Education
Merrithew Health and Fitness (Stott Pilates) 2000 — 2003
Certification, Pilates Mat & Equipment
Providence College 1978 — 1982
BS, Business Administration, Marketing
Bank of America March 2012 - Present
RBS Citizens Bank May 2007 - September 2011
Bank of America October 2004 - April 2007
Fleet Bank June 1997 - October 2004
GTE Govt Systems Communication Division February 1987 - October 1994
US Army R, D&E Center February 1981 - February 1987
Skills
Six Sigma, SDLC, Process Improvement, Project Management, MS Project, Program Management, Operational Risk..., Vendor Management, Basel II, PMP, Risk Management, Disaster Recovery, Analysis, PMO, Software Documentation, Software Development, Management, Leadership, Business Intelligence, Data Warehousing
Education
Northeastern University 1981 — 1985
B.S., Management Information Systems
Northway Technologies 2014 - Present
CapitalOne May 2008 - 2012
Bank of America October 2007 - May 2008
Bank of America July 2006 - October 2007
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Citizens Financial group 2001 - 2003
Sovereign Bank 1999 - 2001
Fleet Bank 1993 - 1999
Skills
Six Sigma, Commercial Banking, Small Business, Administration, Executive Management, Banking, Retail Banking, Cash Management, Merchant Services, Operations Management, Strategic Planning, Acquisition Integration, New Business Development, Change Management, Sales Management, Management, Strategy, Leadership, Commercial Lending, System Administration, Loans, Sales, Team Management, Risk Management, Financial Risk, Business Development, Credit, Small Business Lending, Finance, Relationship Management, Financial Services, Consumer Lending, Mergers & Acquisitions, Portfolio Management
Education
Providence College 1988 — 1992
BA, Philosophy, Western Civ, Asian Studies
Lawrence Academy 1985 — 1988
Hong Kong International School 1985 — 1986
Larew, Doyle & Associates August 2008 - Present
Goedecke, Doyle & Company May 2002 - August 2008
New England Realty Investment Advisors May 1997 - June 2006
Fleet Bank 1992 - 1997
Travelers 1982 - 1992
Skills
Real Estate Development, CMBS, Real Estate
Education
Providence College 1976 — 1980
BS, Finance
University of Rhode Island
Executive MBA, Finance
Northern Essex Community College May 2014 - Present
Kiss 108 Boston December 2013 - Present
NECC Observer September 2013 - Present
Belden Jewelers November 2013 - January 2015
Zales December 2010 - September 2011
Ultra Diamonds 2007 - 2010
Friends Landing March 2004 - October 2007
Vanderweil Engineers September 2003 - April 2004
Fleet Bank February 2000 - September 2001
Skills
Training, Management, Team Building, Payroll, Retail, Profit, Merchandising, Income Statement, Inventory Management, Hiring, Sales, P&L Management, Customer Service, Customer Satisfaction, Sales Management, Recruiting, Visual Merchandising, Employee Training, Inventory Control, Store Management, P&L
Education
Northern Essex Community College 2013 — 2015
Associate's degree, Communication and Media Studies, 3.66 GPA
Northern Essex Community College 2013 — 2015
Associates in Communications, Journalism, 3.66
Boston High School 1992 — 1997
Diploma, Business Management
Citizens Bank May 2010 - Present
Bank Rhode Island August 2003 - April 2010
Fleet Bank August 1992 - August 2003
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Mergers & Acquisitions, Business Development, Loans, Credit Analysis
Education
Providence College
Bachelor's degree, Finance, General
Veracode March 2015 - Present
Fidelity Investments May 2012 - March 2015
BeyondTrust February 2010 - February 2012
BeyondTrust March 2006 - February 2010
Computer Associates December 2005 - March 2006
Sophos January 2003 - December 2005
Bowstreet Inc 2000 - 2003
Crabtree & Evelyn 1999 - 2000
Lahey Clinic 1993 - 1999
Fleet Bank 1983 - 1992
Skills
Employee Relations, Workforce Planning, Strategic Planning, Leadership Development, Executive Management, Performance Management, Recruitment/Retention, Coaching, Organizational..., HR Consulting, Mergers, Company Acquisitions, Talent Management, Business Development, Team Building, Start-ups, Recruiting, Mergers & Acquisitions, Human Resources, Strategy, Employee Benefits
Education
Notre Dame College
B.S., I/O Psychology
Bechtel Corporation October 2014 - Present
Bechtel March 2011 - October 2014
MassMutual Financial Group December 2007 - February 2011
Bank of America February 2006 - December 2007
Fleet Bank February 2001 - February 2006
Honeywell International January 1999 - January 2001
ABB AB 1996 - 1998
NAVCO 1992 - 1998
Skills
Data Migration, Enterprise Content..., Document Management, FileNet, SharePoint, Microsoft Excel, Business Analysis, Disaster Recovery, Servers
Education
Northern Arizona University
Bachelor in Interdisciplinary Studies, Technology Management
Asnuntuck Community College
Associate of Science (A.S.), Business Administration and Management, General
Enfield High School
Putnam Investments March 2014 - Present
Infosys Limited October 2011 - March 2014
Deloitte & Touche LLP 2009 - 2011
Columbia Management - subsidiary of Bank of America 2006 - 2009
Bank of America 2004 - 2006
Columbia Management - subsidiary of Bank of America 2000 - 2004
John Hancock Funds 1996 - 1999
First Data Corporation - The Shareholder Services Group 1994 - 1996
Fleet Bank 1991 - 1994
Bank of New England 1985 - 1991
Skills
Asset Management, Mutual Funds, Budgeting, Compliance, Management Consulting, Business Strategy, Financial Modeling, Banking, Financial Analysis, Business Analysis, Business Planning, Financial Management, Forecasting, Change Management, Strategic Planning, Financial Planning, Operations Management, Strategy Development, P&L Management, Reporting & Analysis, Program Management, Business Process, Business Management, Process Improvement, Strategy, Management, Risk Management, Strategic Financial..., Financial Services, Analysis, Due Diligence, Outsourcing, Project Management, Integration, Internal Controls, Finance, Investment Banking, Business Process..., Training, Insurance, Executive Management, Portfolio Management, Vendor Management, Investments
Education
Northeastern University
Bachelor of Science Degree in Business Administration, Accounting Major
Bank of America June 2011 - Present
Fleet Bank September 2000 - June 2011
Bank of Boston July 1988 - September 2000
Skills
Project Portfolio..., Program Management, Vendor Management, PMP, Testing, Integration, Resource Management, MS Project, Business Analysis, Team Building, Telecommunications, ITIL, Outsourcing, IT Operations, IT Service Management, Business Process, Requirements Analysis, Solution Architecture, Team Leadership, IT Management, Budgets, Data Center, SDLC, Software Project..., Disaster Recovery, Risk Management, Project Management, Call Centers, Service Delivery, Change Management, Enterprise Architecture, Business Requirements, PMO, Project Planning, Management, Cloud Computing, Business Process..., CRM, Visio, Data Warehousing, Business Intelligence, Portfolio Management, Cross-functional Team..., SharePoint, Agile Project Management, IT Strategy, Process Improvement, Requirements Gathering, Leadership, System Deployment
Education
Northeastern University 2007 — 2011
Graduate Certificate, Construction Management
University of Massachusetts Boston 1986 — 1988
B.A., Economics
Bank of America Merrill Lynch October 2005 - Present
Excel Academies September 2002 - Present
Bank of America June 2003 - October 2005
FleetBoston June 2000 - June 2003
Fleet Bank June 1999 - June 2000
Fleet Bank January 1998 - June 1999
PNC Bank, N.A. June 1996 - December 1997
Stonehill & Taylor / A+P Architects May 1993 - August 1994
Skills
Real Estate Finance, New Business Development, Underwriting, Loan Origination, Due Diligence, Loans, Banking, Credit
Education
Penn State University 1994 — 1996
MBA, Finance & Real Estate
Penn State University 1987 — 1993
Bachelor of Architecture and Bachelor of Science, Minor in Architectural History
Open Solutions December 1996 - Present
Fleet Bank November 1989 - November 1996
Security Pacific Auto Finance January 1988 - November 1989
Connecticut National Bank January 1985 - January 1988
Safelite October 1983 - December 1984
Skills
PL/SQL, Strategic Planning, Customer Relations, Microsoft Office, Analysis, Account Management, Problem Solving, Contract Negotiations, Banking, Salesforce.com, Excel, Customer Service, Negotiation, Contract Negotiation, Forecasting, Process Improvement, Research, Marketing Strategy, SQL, Call Center, Requirements Analysis, Business Process, Professional Services, Solution Selling
Education
Providence College 1978 — 1983
BS, Business Management
PNC Financial Services Group May 2010 - Present
M&T Bank 2009 - 2010
Navy Federal Credit Union 2008 - 2009
Andrews Federal Credit Union 2007 - 2008
USAA 2002 - 2007
Oakwood Homes (part of Berkshire Hathaway) 1996 - 2002
Fleet Bank 1993 - 1996
Skills
Leadership Development, Consultative Selling, Credit, Mortgage, Loans, Credit Analysis, Risk Management, Mortgage Lending, Banking, Commercial Lending, Training, Financial Services, Underwriting, Portfolio Management, Selling, Retail Banking, Leadership, Small Business Lending, Finance, Strategy, Credit Cards, Consumer Lending, Customer Service, Sales, Call Centers, Cross Selling, Process Improvement, Financial Risk, Coaching, Customer Satisfaction, Executive Management, Loss Mitigation, Investments
Education
Plymouth State University 1984 — 1988
bs, School Of Business
Villanova University
Certification, Six Sigma
Florida December 2011 - Present
CROSSMARK January 2011 - September 2011
Liberty Mutual Insurance September 2009 - November 2009
Sovereign Bank 2004 - 2009
Sovereign Bank 2000 - 2004
Fleet Bank 1999 - 2000
Bank Boston 1998 - 2000
Bay Bank 1983 - 1998
Skills
Process Improvement, Project Management, SDLC, Troubleshooting, Software Documentation, Servers, Security, Data Center, Vendor Management, Risk Management, Project Planning, Cross-functional Team...
Education
University of Massachusetts Lowell 1990 — 1990
Data Communications
University of Massachusetts Lowell 1984 — 1984
BASIC Programming
Northern Essex Community College 1983 — 1983
Data Processing
AccountAbility Outsourcing January 2013 - Present
Enviro-Safe Engineering March 2012 - June 2013
Acoustic Technology Inc August 2010 - February 2012
Marley Properties LLC April 2010 - July 2010
PharmaMar USA August 2003 - March 2009
Eileen Lippe & Associates January 2003 - October 2005
KPMG NE Compliance Service Center June 1994 - September 2002
Fleet Bank September 1990 - June 1994
Skills
QuickBooks, Tax Returns, Finance, CPA, Tax Research, Accounting, Bookkeeping
Education
Northeastern University 1978 — 1984
BA, Accounting
University of Massachusetts Boston 1975 — 1977
BA, English
Somerville High School 1969 — 1972
TD Bank June 2012 - Present
TD August 2010 - June 2012
Sterling National Bank 2008 - August 2010
Wachovia Bank 2003 - 2008
Fleet Bank 1999 - 2003
Skills
Commercial Banking, Loans, Cross Selling, Small Business Lending, Banking, Credit, Relationship Management, Asset Based Lending, Portfolio Management, Residential Mortgages, Credit Analysis, Loan Origination, Underwriting, Mortgage Lending, Leadership, Consumer Lending, Commercial Lending
Education
Northeastern University
BS
New York Private Trust Company 2011 - Present
United Way of Greenwich 2006 - 2013
Kevin Batterton CFP® 2010 - 2011
BNY Mellon Wealth Management 2000 - 2010
Fleet Bank 1987 - 2000
Skills
Wealth Management, Asset Allocation, Financial Planning, Private Banking, Estate Planning, Strategic Financial..., High Net Worth..., Strategy, Financial Advisory, Financial Services, Alternative Investments, Investments, Fixed Income, Private Equity, Trusts, Investment Advisory, Equities, Investment Management, Banking, Hedge Funds, Corporate Finance, Series 63, Portfolio Management, Credit, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Finance
Queens College 1979 — 1983
BA, Accounting & Economics
Pep Boys June 2015 - Present
Companies United December 2013 - March 2014
RF Capital April 2013 - November 2013
Baby's Got Style March 2012 - April 2013
BabyAge.com August 2009 - January 2012
A&A Auto Stores January 2008 - June 2009
Keystone Automotive Operations March 2004 - January 2008
Fleet Bank June 2003 - March 2004
Education
Penn State University 1998 — 2003
Bachelor of Science (BS), Computer Engineering
M&M Consulting LLC January 2003 - Present
Citizens Bank 1999 - 2004
Fleet Bank 1992 - 1999
Skills
Banking, Federal & State..., Risk Management, English, Public Speaking, Teaching, Editing, Residential Mortgages, AML, Bank Secrecy Act, Research, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Program Management, Project Planning, Management, Microsoft Excel
Education
University of Maine School of Law 1971 — 1974
Doctor of Law (JD)
University of New Hampshire 1969 — 1971
Bachelor of Arts (BA), English Language and Literature, General
Ohio Wesleyan University 1967 — 1969
Bachelor of Arts (B.A.), French and Theater
Edward Little High School 1963 — 1967
Avnet, Inc. July 2011 - Present
Lorber Greenfield & Polito LLP March 2006 - July 2011
Feiner Wolfson LLC February 1998 - January 2005
Honeywell 2005 - 2005
Konica Minolta November 1995 - February 1998
Gersten & Clifford February 1988 - November 1995
Fleet Bank 1984 - 1987
Skills
Contract Negotiation, Contract Law, Negotiation, Project Management, Management, Legal Writing, Business Litigation, Business Law, Appellate Practice, Commercial Litigation, Litigation, Employment Law, Contract Management, Dispute Resolution, Arbitration, Corporate Law, Mediation, Corporate Governance, Intellectual Property, Legal Issues, Mergers & Acquisitions, Privacy Law, Legal Research, Legal Advice, Software Licensing, Competition Law, International Law
Education
The University of Connecticut School of Law 1986 — 1990
J.D., Law
Post University 1982 — 1986
BS, Management, cum laude
PROSCI 3 Day Change Manager
Lecia Owen Fine Art 2009 — 2013
Fine art instruction
American Dream Wealth Management July 2007 - Present
Banc of America Investments 1997 - 2005
Quick and Reilly 2000 - 2004
Fleet Bank 1997 - 2000
John Hancock 1994 - 1997
Community Guardian 1992 - 1994
Shadow Lawn Savings 1985 - 1994
Skills
Wealth Management, Retirement Planning, Annuities, Mutual Funds, Series 7, Alternative Investments, Business Strategy, Small Business..., Small Business..., Financial Services, Fixed Annuities, Portfolio Management, Insurance, Retirement, 401k, Bonds, Sales, Customer Service
Education
Ocean County College 1982 — 1985
A.S., Science (Pyschology)
First Niagara May 2012 - Present
TD Wealth 2004 - 2011
Webster Bank 2002 - 2003
Fleet Bank 1993 - 2002
Central Guaranty Trust 1986 - 1992
Skills
Wealth Management, High Net Worth..., Investments, Asset Allocation, Portfolio Management, Relationship Management
Education
Simon Fraser University
BBA- Bachelors of Business Administration, Accounting & Marketing
Cannon Financial Institute
Certificates, Trust II & III, Investment Management I, II & III
Northwestern University
Certificate, National Trust School
Key Bank July 1999 - Present
Dutchess County Economic Development, Corp. January 2000 - December 2011
Wachovia, A Wells Fargo Company 2005 - 2006
Fleet Bank March 1993 - July 1999
Poughkeepsie Savings Bank March 1992 - March 1993
Riverside Bank January 1990 - March 1992
Poughkeespie Savings Bank October 1984 - January 1990
Skills
Commercial Lending
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Vassar College 1976 — 1980
BA, Political Science
Self-employed September 2013 - Present
Demand Media August 2007 - August 2014
State Street January 2005 - July 2007
Fleet Bank July 2001 - August 2001
Skills
Management, Social Media, Marketing, Strategic Planning, Marketing Strategy, New Business Development, SEO, Blogging, Marketing Communications, Research, Online Marketing, Editing, Copywriting, Web Content, Proofreading
Education
Northeastern University 2007 — 2009
Information Technology
University of Phoenix 2005 — 2007
Information Technology
Charlestown High 1999 — 2003
High school diploma
TD Bank April 2012 - Present
TD Bank August 2009 - April 2012
TD Bank June 1997 - August 2009
Fleet Bank June 1987 - June 1997
Skills
Banking, Management, Loans, Portfolio Management, Credit, Financial Analysis, Credit Analysis, Commercial Banking, Commercial Lending, Mortgage Lending, Investments, Finance, Credit Risk, Retail Banking
Education
Ohio University 1979 — 1982
Bachelor's degree, Political Science and International Business
Keystone College June 2012 - April 2015
ITT Technical Institute September 2007 - October 2012
Kevin's Wholesale May 2007 - September 2007
Dickson City Hyundai November 2003 - September 2006
Fleet Bank February 2001 - November 2003
Skills
Student Financial Aid, Leadership, Public Speaking, Management, Customer Service, Strategic Planning, Higher Education, Staff Development, Team Building, Microsoft Office, Customer Retention, Leadership Development, Interviews, Analysis, Coaching, Finance, Program Management, Enrollment Management, Project Planning, Training, Retaining Customers, Sales, Research, Social Networking
Education
Pennsylvania State University-Penn State Worthington Scranton 1996 — 2003
BS, Buniness - Financial Services
EMC January 2013 - Present
EMC 2008 - December 2012
EMC 2006 - 2008
EMC April 2005 - June 2006
EMC June 2004 - April 2005
Fleet Bank June 2000 - April 2005
Skills
Global Compensation, Sales Compensation, Dashboard Metrics, HR Metrics, Financial Modeling, Compensation..., Employee Benefits, Corporate Relocation, Employment-based..., Applicant Tracking..., Talent Management, Talent Acquisition, Performance Management, Employee Relations, Onboarding, Human Resources, HRIS, Social Networking, PeopleSoft, Deferred Compensation, Compensation & Benefits
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Providence College 1999 — 2000
Business Administration and Management, General
Westboro High School 1995 — 1999
GE Capital, Corporate Finance February 2015 - Present
GE Capital - Corporate Finance February 1997 - February 2015
Fleet Bank August 1993 - February 1997
Fleet Credit Corporation September 1989 - July 1993
Eastland Bank June 1987 - September 1989
Skills
Asset Based Lending, Loans, Credit, Leveraged Finance, Portfolio Management, Middle Market, Loan Origination, Workout, Corporate Finance, Commercial Lending, Financial Modeling, Financial Analysis, Start-ups, Mergers, Banking, Credit Analysis, Risk Management, Finance, Structured Finance, Cash Flow Lending
Education
Providence College
BS, Management
State University of New York at Albany
MBA, Finance
Bank Rhode Island November 2010 - Present
The Washington Trust Company March 2001 - September 2009
Fleet Bank June 1995 - March 2001
Fleet Bank February 1994 - June 1995
Fleet Bank September 1992 - February 1994
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Credit Risk, Credit, SBA, Commercial Banking, Consumer Lending, Loan Origination, Credit Analysis, Banking, Mortgage Lending, Retail Banking, Asset Based Lending, Cross Selling, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Treasury Management, Cash Flow Lending, Commercial Mortgages, Deposits, Mortgage Banking, Financial Structuring, Finance, Middle Market, Risk Management, Loss Mitigation, Private Banking, Cash Management, Investments, Construction Loans
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Finance
LaSalle Academy 1986 — 1988
None Some voluntaring work while looking for employment.Commercial Loan Specialist ITD BankOctober 2011 - April 2012
TD 2005 - 2012
TD Bank January 2008 - October 2011
Fisher Controls International LLC December 2005 - January 2008
FleetBoston Financial/Bank of America January 2001 - October 2004
Fleet Bank January 1986 - January 2001
Skills
Team Building, Sales Management, Credit, Banking, Retail Banking, Loans, Consumer Lending, Deposits, Commercial Lending, Customer Service, Lines Of Credit
Education
Northern Essex Community College 1987 — 1989
Banking Certification, Certificate
Manchester Memorial High School 1957 — 1981
Commercial Course, 12
Woburn Public Schools March 1987 - Present
Fleet Bank April 1986 - March 1994
Skills
Curriculum Design, Educational Leadership, Staff Development, Teaching, Teacher Training, Fundraising, Contract Negotiation, Public Speaking, Curriculum Development, Training, Event Planning, Special Education, Policy, Leadership, Microsoft Office, Customer Service, Strategic Planning, Research
Education
Western New England College School of Law 1999 — 2002
Masters in CJ, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Northeastern University 1977 — 1982
Bachelor's degree in CJ, Law Enforcement
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
Santander Bank, N.A. February 2015 - Present
Citizens Bank July 2012 - October 2014
Bank of America March 2005 - March 2012
Bank of America / Fleet Boston Financial February 2002 - March 2005
Convergys February 2000 - December 2001
Girne American University May 1998 - January 2000
Fleet Bank January 1997 - January 1998
NatWest Bank / Fleet Bank August 1995 - January 1997
Skills
CRM, Call Centers, Leadership, Management, Performance Management, Customer Satisfaction, Team Leadership, Program Management, Customer Experience, Coaching, Sales, Banking, Customer Service, Strategic Planning, Sales Management, Staff Development, Credit Cards, Finance, Interviews, Credit, Call Center, Data Analysis, Financial Services, Process Improvement, Quality Assurance
Education
Bryant University 2014 — 2014
Project Management Certificate
Penn State University 1989 — 1993
Political Science
Frances King School Of English
Teaching English as a Second or Foreign Language/ESL Language Instructor
Incoming Call Center Management Institute
Admiral Furniture September 2002 - Present
Republic Bank June 1999 - May 2001
Fleet Bank January 1985 - July 1998
Skills
Furniture, E-commerce, Microsoft Office, Customer Service, Web Design, Sales, Sales Management, IT Management, Manufacturing, Web Development, Web Marketing, Marketing, Advertising, Advertising Sales, Online Advertising, Online Marketing, Social Networking, Small Business, New Business Development, B2B
Education
Ohio University 1983 — 1984
English, Psychology
Northern Valley Regional High Scool Demarest NJ 1979 — 1983
Kevin's Wholesale, LLC January 2003 - Present
Metallo's Formal Wear February 2003 - October 2006
Fleet Bank January 2001 - January 2002
Skills
Promotions, Research, Fundraising, Small Business, Advertising, Sponsorship, Market Planning, Microsoft Office, Special Events, Community Outreach, Excel, Word, Merchandising, Customer Service, Analysis, Marketing Strategy, Qualitative Research, Marketing Communications, Account Management, Management, Strategic Planning, Time Management, Sales, Team Building, Marketing, Event Planning, Event Management, Inventory Management
Education
Luzerne County Community College 2005 — 2006
Penn State University 1997 — 2000
Nursing
Pennsylvania State University 1997 — 2000
B.S, Nursing degree
Dunmore High School 1994 — 1997
High School Diploma, Academic
Healthcare Commercial Finance Division April 2011 - Present
Citigroup Healthcare and Energy October 1994 - October 2008
Fleet Bank 1991 - 2001
Skills
Loans, Relationship Management, Investment Banking, Sales, Sales Management, Portfolio Management, New Business Development, Contract Negotiation, Healthcare, Business Development, Credit, Financial Analysis, Program Management, Finance, Selling
Education
Northern Illinois University 1980 — 1983
B.S., Finance/Economics
Connecticut Society of CPAs May 2010 - Present
Robert Half Management Resources September 1987 - Present
ESPN 1984 - 1987
Whittlesey & Hadley, PC 1979 - 1983
Fleet Bank 1978 - 1979
Skills
Auditing
Education
Northeastern University 1973 — 1978
Bachelor of Science, Accounting
R.V. Allen and Company, CPA April 2011 - Present
Weichert Realtors August 2010 - Present
Bank of America January 2004 - February 2009
Fleet Bank January 1995 - January 2004
Summit Bank January 1992 - January 1995
Skills
Banking, Executive Management, Cold Calling, Loans, Real Estate, Portfolio Management, Financial Analysis, Mortgage Lending, Customer Satisfaction, Credit, Finance, Training, Management, Auditing, Business Development, Sales, Small Business, Asset Managment, REO, Investments
Education
CHS
Penn State University
BA Labor Studies, Business
Pershing, a BNY Mellon company December 2012 - Present
Dow Jones & Company, Inc. September 2009 - August 2012
Merill Lynch July 2001 - September 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2001 - 2002
Merrill Lynch 1998 - 2001
Fleet Bank 1995 - 1998
UJB 1997 - 1997
Skills
Series 7, Relationship Management, Financial Services, Marketing, Series 63, Marketing Strategy, Marketing Communications, Investments, Leadership, Project Management, Vendor Management, Product Marketing, Cross-functional Team..., Management, Wealth Management, Lead Generation, Email Marketing, Product Management, Market Research, B2B Marketing, Sales, Salesforce.com, Strategy, Training
Education
Penn State University 1976 — 1980
BS, Social Work
Santander Bank, N.A. April 2014 - Present
Santander April 2013 - April 2014
Sovereign Bank February 2011 - April 2013
Sovereign Bank January 2009 - January 2012
Sovereign Bank March 2003 - January 2009
Genuity June 2000 - February 2003
Fleet Bank June 1990 - June 2000
BankBoston June 1990 - June 2000
Bank of Boston June 1990 - June 2000
Skills
Demand Management, Process Improvement, Project Management, IT Operations Management, Vendor Management, Business Continuity, Business Strategy, Banking, Data Center, Financial Services, Business Development, Disaster Recovery, PMP, Management, Strategy, Operations Management, Security
Education
University of Massachusetts Boston 2006 — 2006
Emerging Leaders Program: 2006 Cohort
Northeastern University 1985 — 1990
BS, Industrial Engineering
Bank of America September 2012 - Present
Bank of America March 2006 - September 2012
Bank of America April 2004 - March 2006
Fleet Bank July 2002 - April 2004
Skills
Credit
Education
Penn State University 1998 — 2002
Allied International Holdings, Inc. November 2010 - Present
R3 Accounting LLC July 2008 - November 2010
Saber Corporation February 2007 - June 2008
The Bostonian Group September 2005 - October 2006
Bearing Point 2000 - 2005
Fleet Bank 1992 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Finance, Management, Banking, Executive Management, Capital Markets, Derivatives, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Business Process..., Sarbanes-Oxley Act, Financial Reporting, Auditing, Due Diligence, Financial Modeling
Education
Nova Southeastern University
Master, Accountancy
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
Morgan Stanley Investment Management October 2010 - Present
Capital Advisors Group June 2009 - October 2010
Evergreen Investments June 2006 - June 2009
Wachovia, A Wells Fargo Company March 2004 - June 2006
Fleet Bank June 2000 - March 2004
Skills
Investments, Capital Markets, Treasury Management, Fixed Income, Portfolio Management, Asset Managment, Securities, Asset Management, Cash Management, Corporate Finance, Risk Management, Bloomberg, Financial Services, Derivatives, Alternative Investments
Education
Providence College 1996 — 2000
Sstar February 2015 - Present
Sstar September 2014 - Present
JJ best Banc October 2010 - June 2014
Fleet Bank December 1996 - September 2010
First Federal Savings Bank 1992 - 1996
Skills
Asset Management, CPR Certified, Counter-narcotics, Narcan, Motivational..., Family Services
Education
Northeastern University 1986 — 1991
Bachelor’s Degree, Speech Communication and Rhetoric, 3.35/4.00
Rockland Trust November 2014 - Present
Santander Bank 2002 - November 2014
Strata Bank 2000 - 2002
Fleet Bank 1991 - 2000
Skills
Sales Management, Team Leadership, Operations Management, Series 6 and Series 63..., Massachusetts Insurance..., Building Relationships, Staff Development, Staff Management, New Business Development, Small Business, Banking, Business Development, Coaching, Insurance, Human Resources, Customer Service, Cold Calling, Networking, Management, Series 6, Small Business Lending, Time Management, Sales, Strategic Planning, Credit
Education
Northeastern University 1991 — 2000
BSBA, Business Management
University of Massachusetts Dartmouth 1989 — 1991
Fine Arts
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
SunTrust Bank June 2006 - Present
JP Morgan Chase June 1999 - June 2006
First Chicago September 1997 - June 1999
Fleet Bank November 1994 - September 1997
First Bank System January 1992 - November 1994
The Chase Manhattan Bank July 1986 - January 1992
Education
Providence College 1982 — 1986
BA, Political Science
EastMB Group, Inc. April 2007 - Present
Lyntech Specialty Management, Inc 2007 - September 2009
Polymath Interscience, LLC July 2008 - July 2009
Fleet Bank 1999 - 2004
Alpharma 1994 - 1997
Skills
Portfolio Management, Due Diligence, Risk Management, Real Estate Financing, Economic Development, Strategic Planning, Entrepreneurship, Real Estate Development, Valuation, Corporate Finance, Private Equity, Venture Capital, New Business Development, Mergers & Acquisitions, Financial Modeling, Finance, Strategy, Executive Management, Start-ups, Emerging Markets, Management Consulting, Investments, Business Planning, Project Finance, Restructuring, Business Strategy, Asset Management, Corporate Development, Financial Structuring, Financial Analysis, Investor Relations, Managerial Finance, Strategic Financial..., Capital Markets, Private Placements, Investment Banking, Business Development, Economics, Competitive Analysis, Financial Services, Capital Raising, Alternative Investments, International Business
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Finance
CORO Leadership New York
Certified Economic Development Finance Professional
Merrill Lynch July 1998 - February 2004
Fleet Bank January 1996 - July 1998
Medi-Dent Supply, Inc. February 1995 - January 1996
Granada Hospital Group, Inc 1987 - 1995
Skills
General Ledger, Internal Controls, Accounts Receivable, Accounts Payable, Analysis
Education
Pennsylvania State University
B.S., Marketing
MullinTBG, A Prudential Financial company 2013 - Present
DST Retirement Solutions 2011 - 2012
Prudential Financial 2004 - 2010
CIGNA Retirement & Investment Services 2000 - 2004
Fleet Bank January 1998 - December 1999
Skills
CRM, Retirement, Defined Benefit, Financial Services, Cross-functional Team..., 401k, Vendor Management, Relationship Management, Management, Defined Contribution, Fixed Annuities, Mergers & Acquisitions, Series 6, Asset Allocation, ERISA, Mutual Funds
Education
Rensselaer Polytechnic Institute at Hartford
Master of Science (MS), Management
Providence College
Bachelor's degree, Political Science and Humanities
Institute for Paralegal Training
Cetificate, Employee Benefits
Citibank Corporate Security June 2007 - Present
Citi 2007 - Present
Fleet Bank June 1989 - August 2005
Skills
Security, Physical Security, Risk Assessment, Enforcement, Security Audits, Security Management, Emergency Management, Private Investigations, Surveillance, Business Continuity, Loss Prevention, Vulnerability Assessment, Access Control, Internal Investigations, Fraud, Crisis Management, Team Building, Corporate Security, Risk Management, Management, Training, Policy, Executive Protection, Investigation, Background Checks, Leadership, Security Operations, Operations Management, Supervisory Skills
Education
Northeastern University 1987 — 1992
Fannie Mae September 2011 - Present
Fannie Mae July 2010 - August 2011
Fannie Mae February 2006 - July 2010
Legacy Redevelopment Corporation September 2004 - January 2006
NCB Development Corporation 1997 - 2002
NationsBank November 1994 - March 1997
Fleet Bank 1993 - 1994
Education
The George Washington University - School of Business 1989 — 1992
MBA, Finance and Real Estate
Princeton University 1978 — 1982
BA, Art and Archeology
10X People August 2015 - Present
Travelport December 2014 - August 2015
Cimarex Energy / Consulting through Q1, inc July 2014 - December 2014
Newmont Mining Corporation December 2009 - July 2014
Idea Integration May 2008 - December 2009
Ciber August 2005 - May 2008
Captaris April 2001 - August 2005
IMR (Captaris) April 2001 - October 2004
SCT February 1998 - April 2001
Fleet Bank July 1995 - February 1998
Skills
.NET, Microsoft SQL Server, SOA, XML, ASP.NET, SQL, WCF, Web Services, Windows, Visual Studio, Project Management, Integration, Infragistics, WPF, C#, Web Applications, Oracle, Databases, JavaScript
Education
Ohio University 1984 — 1989
BS, Computer Science
Citizens Financial Group September 2005 - Present
Fleet Bank February 1991 - September 2005
Education
Providence College 1975 — 1979
BA, English
Suffolk University Law School
JD, Law
Aetna February 2008 - Present
LENDirect Mortgage September 2007 - February 2008
Mortgage Lenders Network December 2003 - January 2007
Fleet Bank January 2000 - September 2003
Education
Northeastern University 1993 — 1998
New Neighborhoods, Inc. March 2015 - Present
Women's Institute for Housing & Economic Development June 2013 - February 2015
Women's Institute for Housing and Economic Development April 2013 - June 2013
Newcastle Housing Ventures LLC 2010 - 2013
Simon Konover Development Corporation 2010 - 2011
Connecticut Housing Finance Authority 2008 - 2010
Konover Development Corp 2003 - 2008
Konover Capital Advisors 1998 - 2003
Fleet Bank 1995 - 1998
Shawmut Bank 1990 - 1995
Skills
Construction and..., Underwriting & Due..., Investment Analytics &..., Asset Management, Market Research &..., Excel & Argus Modeling..., Acquisitions,..., Lease, Purchase/Sale, &..., Asset Managment
Education
University of Connecticut, Department of Public Policy 2013 — 2013
Encore!Hartford Fellow
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Real Estate/Finance
Rice University 1977 — 1980
Master of Architecture, Architecture
Princeton University 1972 — 1976
BA, Architecture/Economics
Lynbrook High School 1969 — 1972
ITSMB LLC 2001 - Present
Sylvania Services February 2004 - 2011
Fleet Bank January 2003 - January 2004
Intel Corporation January 2000 - January 2003
Education
Providence College
Bank of America managerbank of america2001 - 2008
bank of america 1996 - 2008
fleet bank 1998 - 2001
Education
Pace University 1998 — 2003
ADP April 2005 - Present
ADP May 1994 - Present
Fleet Bank May 1980 - December 1993
Skills
Benefits Administration, Employee Benefits, Human Resources, PEO, Training, Solution Selling, Outsourcing, Workforce Management, HRIS, Business Analysis
Education
American Payroll Association 2015 — 2015
Fundamentals of Payroll Certificate, Payroll
Onondaga Community College
Associate's degree
Resources Global Professionals July 2004 - Present
Leading Asset Management and Securities Servicing Company February 2011 - January 2013
Federal Home Loan Bank of Pittsburgh August 2008 - December 2010
Bayer Corporate Business Service July 2006 - July 2008
Federal Home Loan Bank of Pittsburgh July 2004 - June 2006
Power Insights International June 1999 - June 2004
US Mills, LLC January 2002 - February 2003
Stride Rite 2000 - 2002
Fleet Bank June 1998 - June 2000
Landmark Partners 1994 - 1997
Skills
Problem Solving, Risk, Internal Controls, Internal Audit, Credit, Financial Risk, Enterprise Risk...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MS-MoIS, Information Systems Management
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Accounting & Finance
Penn State University 1986 — 1990
BS, Finance & Economics
Pikes Peak Community College August 2006 - Present
teleperormance usa 2008 - 2009
teleperformanceUsa 2008 - 2009
Fleet Bank 1998 - 2002
advanta 1998 - 2002
Education
Pikes Peak Community College 2006 — 2010
Webster Bank January 2014 - Present
Asterisk Financial June 2009 - July 2013
Webster Bank April 2008 - June 2009
Webster Bank April 2006 - April 2008
Webster Bank March 2002 - April 2006
Fleet Boston (Predecessor Bank) 2000 - January 2002
Fleet Bank 1996 - 2000
Custom Maintenance Inc. 1994 - 1996
Shawmut Bank, N.A. 1989 - 1994
Skills
Credit, Enterprise Risk..., Compliance, Risk Management, Underwriting, Credit Risk, Operational Risk, Credit Analysis, Compliance Management, Risk Assessment, Risk, Financial Risk, Management, Operational Risk..., Financial Analysis, Portfolio Management, Insurance, Financial Institutions, Loans, Executive Management, Banking, Finance, Commercial Lending, Mergers & Acquisitions, Financial Services, Commercial Banking, Relationship Management, Consumer Lending, Structured Finance, Analysis, Auditing, Process Improvement, Small Business Lending, Financial Structuring, Capital Markets, Leadership, Asset Based Lending, Treasury Management, Corporate Finance, Loan Origination, Strategic Financial..., Internal Controls, Lines Of Credit, Due Diligence, Financial Planning
Education
ABA Stonier Graduate School of Banking 2006 — 2009
Diploma, Banking
ABA National Compliance School 2004 — 2004
National Certification as a Certified Regulatory Compliance Manager, Regulatory Compliance
Providence College 1988 — 1990
M.B.A., Finance
Providence College 1984 — 1988
BS, Business Admin. / Management
Bank of America January 1999 - Present
Fleet Bank January 1998 - September 2003
Education
Plymouth State University 1991 — 1994
BA, Management
Cisco 2005 - July 2012
Delphi Capital 2002 - 2005
Fleet Bank 1999 - 2002
American Business Leasing 1997 - 1999
AT&T Capital 1993 - 1997
Skills
Solution Selling, Direct Sales, Channel, Salesforce.com, Account Management, Sales, Forecasting, Selling, Business Development, Contract Negotiation, Finance, Sales Operations, Strategy, Channel Partners, Training, Start-ups, Leadership, Sales Process, Management, Enterprise Software, Cloud Computing, Strategic Partnerships, CRM
Education
Oklahoma State University
Bachelor's degree, Marketing
Collaborative Consulting May 2015 - Present
Royal Bank of Scotland September 2012 - July 2014
Royal Bank of Scotland December 2009 - June 2012
Royal Bank of Scotland February 2009 - November 2009
American Student Assistance February 2005 - August 2008
Brown Brothers Harriman February 2005 - August 2005
Citizens Bank October 2002 - November 2004
DKKeyes Solutions - Web Design & Development 2001 - 2002
Fleet Bank 1994 - 2000
Skills
Agile Methodologies, Business Analysis, Data Warehousing, SDLC, Testing, Requirements Analysis, Software Documentation, Cross-functional Team..., Quality Assurance, Process Improvement, Software Project..., Visio, SharePoint, Software Development
Education
Wellesley College
Bachelor of Arts (B.A.), Economics
Northeastern University
Master of Business Administration (M.B.A.), Professional Accounting
Houlihan Lokey March 1998 - Present
Fleet Bank 1992 - 1997
The Chase Manhattan Bank 1986 - 1992
Skills
Corporate Finance, Private Equity, M&A experience, Investment Banking, Financial Modeling, Due Diligence, Valuation, Corporate Development, Business Valuation, Leveraged Finance, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Dual MBA, Finance and Accounting
Post University
B.S., Management
Booz Allen Hamilton February 2010 - Present
Constellation Energy June 2004 - April 2009
Fleet Bank June 1997 - May 2004
The Vanguard Group June 1996 - June 1997
The Vanguard Group June 1990 - June 1996
First Fidelity Bank 1989 - 1990
Skills
IT Audit, Process Improvement, Auditing, Internal Controls, Management
Education
Villanova University 1990 — 1992
MBA, Finance
Pennsylvania State University-Erie Campus 1984 — 1988
BS, Economics
Cathedral Prep 1980 — 1984
Citizens Financial Group, Inc. July 2013 - Present
Tek Systems May 2008 - July 2013
Fleet Bank 2001 - 2003
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Risk Management, IT Strategy, Project Management, Management, Disaster Recovery, Business Process, Visio, Business Requirements, PMO, Process Improvement, Agile Methodologies, IT Management, PMP, Integration, Project Portfolio..., Requirements Gathering, SharePoint, Program Management
Education
Roosevelt University 1969 — 1973
Bachelor of Music, Music Ed
Northwestern University
Master of Music
Resource Real Estate September 2014 - Present
Continental Bank November 2012 - August 2014
University of Pennsylvania School of Dental Medicine January 2010 - June 2012
University of Pennsylvania September 2004 - December 2009
Citizens Bank 2002 - 2004
Fleet Bank September 2001 - May 2002
Wilmington Trust August 1999 - August 2001
Mellon Bank 2001 - 2001
West Chester University September 1998 - December 1999
Real Estate Strategies July 1998 - May 1999
Skills
Commercial Lending, Credit, Investments, Financial Modeling, Risk Management, Fixed Income, Asset Managment, Capital Markets, Strategic Financial..., Finance, Real Estate, Asset Management, Cash Management, Investment Management, Equities, Credit Analysis, Insurance, Real Estate Transactions, Treasury Management, Loans, Mortgage Lending, Due Diligence, Real Estate Development, Analysis, Financial Reporting, Relationship Management, Mergers & Acquisitions, Series 7, Mergers, Corporate Finance, Investment Properties, Appraisals, Strategic Planning, Credit Risk, Financial Services, Private Equity, Commercial Banking, Derivatives, Investment Banking, Budgets, Financial Risk, Accounting
Education
Temple University 1990 — 1996
MBA, Finance
Penn State University 1984 — 1988
BS, Real Estate
Mentor High School
Navigant Credit Union March 2007 - Present
Bank of America June 2001 - September 2007
Centreville Bank 2006 - 2007
Fleet Bank May 1996 - September 2001
Skills
Wealth Management, Commercial Lending, Credit, Banking, Loans, Bank Secrecy Act
Education
Providence College
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Bank of America 2004 - Present
Fleet Bank 2003 - 2004
Fleet Bank 2002 - 2003
Fleet Bank 2000 - 2001
WMM Consulting 1999 - 2000
Fleet Credit Card Services 1997 - 1998
NatWest Bank 1996 - 1997
NatWest Bank 1994 - 1996
Skills
Data Warehousing, Database Administration, SQL, Disaster Recovery, Banking, Microsoft SQL Server, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Process Improvement, Business Analysis, Operations Management
Education
Penn State University
Haemonetics Corporation September 2013 - Present
Analog Devices October 2009 - September 2013
Analog Devices May 2004 - September 2013
Analog Devices October 1999 - April 2004
Fidelity Investments November 1997 - September 1999
Fidelity Investments February 1997 - October 1997
Fleet Bank January 1996 - February 1997
BankBoston February 1994 - January 1996
BankBoston May 1990 - February 1994
BankBoston July 1989 - May 1990
Skills
HRIS, Payroll, SAP, Payroll Operations, HR Operations, Project Management, HR Shared Services, Personnel Management, Human Resources, Program Management, ERP, Vendor Management, Project Planning, Outsourcing
Education
Providence College
RBS Citizens Financial Group, Inc. November 2012 - Present
Citizens Bank March 2004 - November 2012
Fleet Bank January 2000 - March 2004
BankBoston 1992 - 2000
Skills
Banking, Credit Analysis, Enterprise Risk..., Financial Analysis, Retail Banking, Investments, Cash Management, Managerial Finance, Credit, Cash Flow, Financial Risk, Treasury Management, Credit Risk, Financial Services, Risk Management, Commercial Banking, Financial Modeling
Education
Providence College 1971 — 1975
BS, Accounting
RBS Citizens Financial Group April 2010 - November 2011
RBS Citizens Financial Group October 2005 - April 2010
Bank of America 2000 - June 2002
Fleet Bank 1988 - 2000
PwC 1985 - 1988
Skills
Risk Assessment, Project Management, Project Planning, Strategy, Program Management, Leadership, Colleague engagement, Finance, Vendor Management, Risk Management, Banking, Change Management, Management
Education
Providence College
Bachelor's degree, Accounting, minor Liberal Arts, Cum Laude
PNC February 2014 - December 2014
The Pennsylvania State University August 2013 - May 2014
PNC Bank December 2002 - April 2013
Fleet Bank 1988 - 1996
Skills
Construction Loans, Cash Management, Commercial Mortgages, Risk Management, Loan Origination, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Underwriting, Loans, Real Estate Economics
Education
Penn State University 1982 — 1986
B.S., Real Estate
Independent Contractor 2011 - Present
Bank of America 2001 - 2010
Fleet Bank 1975 - 2001
Skills
Banking, Analysis, Compliance, Risk, Requirements Analysis, Testing, Mergers, Policy, Vendor, Documentation, Risk Management, Strategic Planning, Change Management, Financial Risk, PMP, Vendor Management
Education
Providence College
BA
CCRI
Associate's degree
BJ's Wholesale Club April 2010 - Present
BJ's Wholesale Club March 2009 - April 2010
Bank of America 2004 - 2008
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1985 - 1996
Education
Providence College 1972 — 1976
BA, Mathematics
Citizens Financial Group, Inc. August 2015 - Present
RBS Citizens April 2012 - Present
RBS Citizens September 2007 - April 2012
State Street September 2004 - August 2007
Bank of America August 2003 - August 2004
Fleet Bank June 1995 - July 2003
Skills
Enterprise Risk..., Internal Audit, Financial Risk, Risk Management, Operational Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
F5 Networks Lowell MA October 2012 - Present
Fidelity Investments February 1996 - June 2012
Fidelity Investments January 2007 - January 2012
Fidelity Investments January 2000 - January 2007
Fidelity Investments January 1996 - January 2000
First NH Bank January 1992 - January 1996
Fleet Bank January 1988 - January 1992
Indian Head Data Services January 1986 - January 1988
Sanders Associates January 1984 - January 1986
Multibank Service Corporation January 1983 - January 1984
Skills
Network Engineering, Disaster Recovery, Data Center, Load Balancing, Network Architecture, Capacity Planning, Cisco IOS, Network Security, ITIL, Vendor Management, Cisco Technologies, TCP/IP, Firewalls, Unix, VoIP, Network Design, Routers, Switches, Networking, Network Administration, Troubleshooting, F5 BigIP, Operating Systems, CCNA
Education
Northeastern University 1995 — 1998
Telecommunications certificate
New Hampshire Technical College 1986 — 1991
Associates of Science, Electronic Mechanical Technology
hewitt newton assoc January 2012 - Present
Fleet Bank 1998 - 2004
Skills
Investments, Investment Properties, Contract Negotiation, Negotiation, Residential Homes, Commercial Real Estate, Real Estate, Sales, Sellers, Team Building, Real Estate Transactions, Single Family Homes, Short Sales, First Time Home Buyers, Investors
Education
Northeastern University 1975 — 1976
Master of Science, Planning & Administration/Criminal Justice
The Bank of New York Mellon December 2000 - Present
Fleet Bank October 1996 - December 2000
Skills
Banking, Capital Markets, Fixed Income, Equities, Securities, Asset Management, Derivatives, Investments, Risk Management, Alternative Investments, Financial Modeling, Management, Portfolio Management, Financial Services, Hedge Funds
Education
Pace University - Lubin School of Business
Masters, Finance
University of Minnesota-Twin Cities
Baccalaureate, Finance
Private Company May 2011 - Present
Deutsche Bank March 2007 - April 2011
SunGard Data Systems, Inc. May 2005 - March 2007
WMV Frankel June 2004 - February 2005
Carlin Equities (Generic Trading LLC) September 2001 - November 2003
Fleet Bank March 2000 - August 2001
Pershing Trading Company September 1998 - March 2000
Ladenburg Thalmann January 1996 - June 1998
(NASD) National Association of Securities Dealers September 1993 - December 1995
Education
Pace University
Capital One May 2014 - Present
RBS-Citizens March 2004 - May 2014
Royal Bank of Scotland Citizens Bank March 2004 - May 2014
RBS Citizens Bank March 2004 - May 2014
Fleet April 1985 - March 2004
Fleet Bank 1985 - 2004
Fleet Financial Group / FleetBoston Financial 1985 - 2004
Skills
Treasury Management, Commercial Banking, FX, Payments, Interest Rate Risk..., Banking, Liquidity, Derivatives, AML, Cash Management, Retail Banking, Banking Relationships, Basel II, Currency, Cross Selling, Risk Management, Operational Risk..., Transaction, Fixed Income, Financial Risk, Operational Risk, Commercial Lending, Credit Risk, FX Options, Financial Transactions, Credit Analysis, Financial Institutions, Credit, Consumer Lending, Small Business Lending, Trade Finance, Loans, Internet Banking, Asset Based Lending, Financial Services, Foreign Exchange, FX Hedging, FX Derivatives, FX trading, Relationship Management, Portfolio Management, Liquidity Management, Lines Of Credit, Structured Finance, Capital Markets, KYC, ACH, Treasury, Credit Cards, Financial Structuring
Education
Providence College 1983 — 1988
BA, History
Central Penn Capital Management LLC September 2013 - Present
Capital Crossing Servicing Company LLC September 2007 - January 2013
Citizens Financial Group 2000 - 2007
Fleet Bank 1994 - 2000
Skills
Asset Managment, Real Estate, Loans, Restructuring, Banking, Portfolio Management, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Financial Structuring, Disposition, Real Estate Development, Loan Origination, Commercial Mortgages, Credit Analysis, Valuation, Due Diligence
Education
Northeastern University 1981 — 1986
bachelor, Finance and Economics
Anna Maria College August 2012 - Present
University of Massachusetts, Extension Program October 2008 - August 2012
UA Plumbers and Pipefitters Local 4, Worcester August 2007 - June 2008
Massachusetts Office of the Attorney General, Central Mass. Division October 2004 - August 2007
Dover Studio, Dover, Mass. April 2002 - February 2003
Fleet Bank 1998 - 2001
Skills
Research, Editing, Illustrator, Event Planning, InDesign, photohop, News Writing, Community Outreach, Spanish, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Publisher, Google Docs
Education
University of Massachusetts Dartmouth 2000 — 2002
Bachelor's Degree, Painting, Art History, 3.4
Worcester State College 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
Northeastern University
Certificate, Paralegal
ACT Towing May 2007 - Present
Esurance September 2005 - May 2007
Amica January 1996 - August 2005
Fleet Bank May 1992 - December 1995
Skills
Litigation, Contract Negotiation, Claim, Insurance, Customer Service, Account Management, Negotiation, Public Speaking, Team Building, Strategic Planning, Claims Management, Leadership Development, Liability, Management, Marketing Strategy, Microsoft Office, New Business Development, Operations Management, Policy, Customer Satisfaction, Property Damage, Customer Retention, Property, Marketing, Project Planning, Process Improvement, Business Development, Risk Management, Team Leadership, Project Management, Sales, Program Management, Real Estate, Start-ups, Training, Sales Management, Public Relations, Business Strategy, Property & Casualty..., Analysis, Government, Direct Sales, Coaching, Small Business, Social Media Marketing, Leadership, Social Media, Strategy, Fundraising, Recruiting
Education
Providence College 1988 — 1992
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Coastway Community Bank June 1994 - Present
Fleet Bank 1981 - 1994
Skills
Commercial Lending, Mortgage Banking, Loans, Small Business Lending, Banking, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Portfolio Management
Education
Providence College 1979 — 1982
BA, Sociology
Bank of America May 2004 - Present
Fleet Bank 1999 - 2004
Bank of Boston May 1987 - January 1999
Skills
Budgets, Financial Risk, Banking, Vendor Management, Financial Institutions, Operational Risk..., Portfolio Management, Risk Management, Enterprise Risk..., Operational Risk, PMO, SDLC, Project Portfolio..., Disaster Recovery, Business Analysis, IT Management, IT Strategy, Data Center, ITIL, PMP, IT Operations, Financial Services, Business Continuity, IT Service Management, Governance, Credit Cards, Business Process..., Information Technology, Enterprise Architecture, Relationship Management, Commercial Banking, Process Improvement
Education
Northeastern University
BS, Business Management
Federation for Children with Special Needs November 2003 - Present
Fleet Bank November 2000 - May 2003
Bank of America November 2000 - March 2003
Skills
Customer Service, Banking, Retail, Office Administration, Non-profits, Fundraising, Community Outreach, Research, Microsoft Excel, Microsoft Word, Strategic Planning, Microsoft Office, Training, Nonprofits, Program Development, Volunteer Management
Education
Northeastern University 2000 — 2009
BS, Sociology
Northeastern University 2000 — 2009
Bachelor of Science, Sociology
Santander Bank, N.A. October 2012 - Present
Santander Bank, N.A. October 2000 - Present
Fleet Bank October 1995 - October 1997
New Dartmouth Bank October 1990 - October 1995
New Hampshire Savings Bank March 1990 - October 1990
Rockingham County Trust July 1987 - March 1990
BayBank March 1981 - July 1987
Merrimack Valley National Bank June 1974 - March 1981
Skills
Loans, Small Business Lending, Consumer Lending, Branch Management, Commercial Lending, Finance, Commercial Banking, Lines Of Credit, Retail Banking, Credit, Coaching, Team Building, Credit Analysis, Credit Cards, Change Management, Vendor Management, Financial Analysis, Portfolio Management, Business Development, Leadership, Process Improvement, Management, Auditing, Public Relations, Training, Relationship Management, Investments, Team Leadership, Performance Management, Business Planning, Mortgage Banking, Corporate Finance, New Business Development, UAT coordination, User Acceptance Testing, Life Insurance, Merchant Card Processing, Team Facilitation, Production Testing
Education
Northern Essex Community College 1974 — 1977
Banking and accounting
City of Lowell December 2012 - Present
City of Lowell August 2005 - December 2012
Kopelman and Paige, P.C. May 2003 - August 2005
Fleet Bank June 1999 - June 2001
BankBoston June 1997 - June 1999
BayBank April 1996 - June 1997
Skills
Employment Law, Civil Litigation, Legal Writing, Legal Research, Appeals, Government, Public Policy, Administrative Law, Zoning, Land Use Planning, Land Use Law, Collective Bargaining, Local Government, Management, Trials, Environmental Law, Land Use, Municipal Law, Courts, Economic Development, Employment..., Policy Analysis, Hearings
Education
Northeastern University School of Law 2000 — 2003
J.D., Law
William & Mary 1990 — 1994
BA, History, Religion
Helen Shapiro Tax Consulting Services February 1991 - Present
Fleet Bank June 1995 - October 1997
BayBank January 1986 - June 1995
Skills
Microsoft Office, Financial Analysis, Accounting, Bookkeeping, Tax Preparation, QuickBooks, Income Tax, Tax, Payroll, Credit, Management, Process Improvement, Real Estate, Microsoft Excel, Financial Reporting, Accounts Payable, Risk Management, Customer Service, Microsoft Word, Forecasting, Access, Cash Management, Budgets, Finance, Business Planning, Small Business, Auditing, Analysis
Education
Northeastern University 1980 — 1986
BS, Electrical Engineering
Odessa School # 64 1969 — 1979
State Street Bank Vice PresidentBank of AmericaJune 2005 - April 2008
Fleet Bank 2000 - 2004
Bank of Boston 1988 - 1999
Education
Providence College 1984 — 1988
BA, Economics
Citizens Private Bank & Trust September 2009 - Present
US Trust/Bank of America March 2005 - March 2009
Fleet Bank November 1988 - March 2005
Education
Johnson & Wales University
AS of Science/Business Administration, Computer Science
Providence College
BS, Management
Colonial Bank 2003 - 2007
Union Bank 2004 - 2004
BankUnited 2002 - 2002
Fleet Bank 1998 - 2002
BankBoston 1997 - 1998
Hamilton Bank 1995 - 1997
Ocean Bank 1993 - 1995
Republic National Bank 1991 - 1993
Consolidated Bank 1989 - 1991
Education
Northeastern University 1999 — 2001
Masters, Finance
Bank Leumi USA February 2012 - Present
Bank Leumi USA December 2010 - Present
RSM McGladrey August 2008 - November 2008
Promontory Financial Group, LLC February 2008 - July 2008
Bank of Tokyo-Mitsubishi February 2007 - February 2008
New York Community Bancorp March 2006 - February 2007
HSBC June 1998 - February 2006
Fleet Bank November 1990 - June 1998
Skills
AML, KYC, OFAC, USA PATRIOT Act, Bank Secrecy Act, Fraud, Certified Fraud Examiner, Risk Assessment, Private Banking, Credit, Banking, Financial Institutions, Due Diligence, Regulations, Operational Risk, Internal Audit, Risk Management, Financial Risk, Enterprise Risk..., Retail Banking, Financial Regulation, Securities, Private Investigations, Operational Risk..., Investigation, Credit Risk, Investment Banking, Hedge Funds, Derivatives, Financial Services, Financial Markets, FX Options, Anti Money Laundering, Basel II, Capital Markets, Cash Management, Commercial Banking, Loans, Payments
Education
New York Institute of Credit
Business & Finanancial Management
Pace University
Accounting
BV Investment Partners October 1996 - Present
Fleet Bank 1992 - 1996
Skills
Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Strategy, Financial Analysis
Education
Northeastern University
Champagne & Bibeault, LLC January 2014 - Present
McGladrey January 2012 - August 2012
LarsonAllen November 2010 - December 2011
PricewaterhouseCoopers July 2008 - October 2010
Paresky Flitt & Company January 2008 - June 2008
The Limited October 2007 - January 2008
Ryan & Werlich January 2005 - December 2006
Fleet Bank September 2003 - December 2004
Skills
Accounting, CPA, Cash Management, Tax, GAAP
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Finance
reach the top tutoring September 2001 - Present
Reach The Top Tutoring August 1999 - Present
Scudder Investments October 1996 - April 2000
Fleet Bank June 1991 - June 1995
Skills
Social Media, Social Media Marketing, Business Strategy, Strategic Planning
Education
Providence College 1987 — 1991
BS, Marketing/Business
Rogers High School 1984 — 1987
Diploma
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
Euler Hermes August 2001 - Present
Fleet Bank September 1998 - August 2001
Wachovia, A Wells Fargo Company March 1994 - August 1998
Hamdan Trading Group June 1989 - July 1991
H & M Associates, Chartered Accountants July 1987 - August 1990
Skills
Credit Risk, Accounting, Auditing, Tax, Risk, Banking, Business Management, Financial Risk
Education
Philadelphia University 1997 — 1999
MBA, Finance
Osmania University 1987 — 1989
M.Com, Accounting
Osmania University 1984 — 1987
B.Com, Accounting
Vineyard House, Inc October 2007 - Present
Fleet Bank March 1990 - May 1994
Education
CT Center for Massage Therapy
AA
Northeastern University
HomeTeam Pest Defense February 2013 - Present
DANDERUB, LLC January 2009 - June 2010
Nestle Waters June 2006 - December 2008
Nestle Waters June 2003 - June 2006
Nestle Waters March 2000 - June 2003
NESTLE January 1997 - January 2000
NESTLE January 1995 - January 1997
JANNEY January 1993 - January 1995
Fleet Bank January 1990 - January 1993
Skills
Sales Operations, Operations Management, Leadership, Management, Sales, Sales Management, Direct Sales, Business Planning, Recruiting, Strategic Planning, B2B, Marketing Strategy, Customer Service, Competitive Analysis, Pricing, Human Resources, Analysis, P&L, Inventory Management, Team Building, P&L Management, Account Management
Education
Northeastern University 1979 — 1984
BS, Criminal Justice
Citizens Bank 2012 - 2014
Bank of America 2004 - 2010
Fleet Bank 1987 - 2004
Skills
Change Management, Business Analysis, Leadership, Management, Strategic Planning, Process Improvement, Negotiation, Financial Analysis, Risk Management, Analysis, Business Strategy, Six Sigma, Team Building, Training, Budgets, Coaching, Operations Management, Banking, Contract Negotiation
Education
Providence College
Bachelor's Degree
Banc Home Loans February 2015 - Present
Willamette Valley Bank October 2014 - Present
Performance Home Loans September 2013 - March 2014
Bridgeview Bank Mortgage August 2012 - July 2013
Pinnacle Capital Mortgage Corporation September 2009 - April 2012
Bolton Home Lending 2009 - 2012
Summit Funding Group, Inc. 2008 - 2009
Equity Financial Services, Inc. May 1995 - February 2008
Fairway Financial 1994 - 1995
Fleet Bank 1993 - 1994
Skills
Mortgage Lending, Mortgage Banking, Mortgage, Real Estate, Government Loans, Rural Housing, Refinance, USDA, FHA, Residential Mortgages, FHA financing, VA loans, Certified Mortgage..., First Time Home Buyers, Loan Origination, Investment Properties, Debt Consolidation, Credit, Mortgage Servicing, Refinancings, Residential Homes, Home Equity Loans, Wholesale Lending, 203K, Mortgage Underwriting, Management, Independent Financial..., Financial Advisory, Financial Analysis, Finance, Housing Finance, Assisting First Time..., Rates, Consumer Lending, Reverse Mortgages, Mortgage Brokers, Loan Officers, Construction Loans, Funding, Financial Services, Real Estate Lending, Branch Management, Customer Service, Branch Banking, Banking, Credit Analysis, Real Estate Financing, Loan Pricing, Jumbo Mortgage, Jumbos
Education
Oregon State University 1983 — 1987
Bachelor of Science (BS), Business/Finance
Oakland High School 1978 — 1981
UnitedHealth Group April 2015 - Present
Citizens Bank July 2012 - June 2014
Lindt & Sprungli October 2011 - February 2012
Sony Electronics June 2007 - April 2010
Roger Williams Day Care Center November 2002 - August 2008
Sony Electronics May 2005 - June 2007
Swarovski September 2004 - May 2005
Fleet Bank February 2004 - August 2004
Blue Cross Blue Shield May 2003 - November 2003
DiMartino & Associates January 2003 - April 2003
Skills
Customer Service, Inventory Management, Sales, Leadership, Retail, Team Building, Microsoft Office, Team Leadership, Outlook, Management, Budgets, Microsoft Excel, Merchandising, Customer Satisfaction, PowerPoint
Education
Providence College 2008 — 2012
Bachelors, Organizational Leadership
Vivido Natural, LLC August 2006 - Present
Kessler Financial Services 1999 - 2001
Fleet Bank 1997 - 1999
NBG Services 1990 - 1997
Skills
Product Development, Food, Grocery, Start-ups, Retail, Sales Management, Consumer Products, Marketing Strategy, P&L Management, Brand Development, Product Launch, Inventory Management, Purchasing, Account Management, FMCG, Brand Management, Logistics, Market Planning
Education
Northeastern University 1986 — 1990
Business
Alfredo Ellis
ACI Worldwide May 2012 - Present
Bank of America January 2006 - April 2012
2004-2006Bank of America January 2004 - December 2006
Fleet Bank January 2000 - January 2004
BankBoston January 1996 - January 2000
BankBoston January 1995 - January 1996
BankBoston January 1993 - January 1995
Skills
Pricing Analysis, Product Development, Team Management, Cross-functional Team..., Virtual Teams, Six Sigma, Pricing Strategy, Product Management, Cash Management, Banking, Business Strategy, Business Analysis, Process Improvement, Competitive Analysis, Product Strategy, Customer Experience, Financial Modeling, Forecasting, Compliance, Strategy Development, Analytics, Risk, Customer Relations, Metrics, RFP, Strategic Planning, Business Process..., Program Management, Building Relationships, Change Management, Payments, Relationship Management, Strategy, Risk Management, Requirements Gathering, Team Leadership, Financial Services, Business Requirements, Customer Service, Salesforce.com, Electronic Payments, Treasury Management, Internet Banking, Requirements Analysis, Business Process, Agile Methodologies, Management, Enterprise Software
Education
Northeastern University
B.S., B.A, Finance
Fleet Bank June 1980 - May 1994
Education
Providence College 1976 — 1980
BA, Business Management, English & Public Administration
Marturano Recreation Company February 1996 - Present
Fleet Bank June 1993 - November 1995
Skills
Sales Management, Customer Service, Marketing Strategy, Sales
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor Degree, Marketing; Economics Minor
Boston Sports Club 2010 - Present
Clinton Savings Bank June 2008 - Present
Commerce Bank/Worcester, MA 2003 - 2008
Fleet Bank 1992 - 2000
Skills
Credit, Banking, Loans, Financial Analysis, Credit Risk, Commercial Banking, Commercial Lending, Credit Analysis, Risk, Small Business Lending, Consumer Lending, Investment Advisory, Retail Banking, Mortgage Lending, Financial Risk
Education
Northeastern University
Bachelor of Science (BS), Finance and Economics
Brookline Bank May 2010 - Present
Citizens Bank October 2004 - April 2010
Fleet Bank 1992 - 2004
Skills
Banking, Commercial Lending, Financial Services, Loans, Retail Banking, Credit Analysis, Finance, CRM, Mortgage Lending, Portfolio Management, Management, Credit, Consumer Lending, Small Business Lending
Education
Northeastern University 1987 — 1992
Management
Congregation de Notre Dame 2004 - Present
NCT/Artera Group July 2000 - July 2004
Color Bureau/Gateway Graphics 1997 - 2000
Avrick Furniture 1995 - 1997
NextAge 1994 - 1995
Fleet Bank 1979 - 1994
Skills
Accounts Payable, Journal Entries, Bank Reconciliation, Finance, Budgets, Bookkeeping, Customer Service, Account Reconciliation, Accounting, Microsoft Office, Year-end Close, General Ledger, Accounts Receivable, Financial Reporting, Invoicing, ADP Payroll, Microsoft Excel, Public Speaking, Financial Analysis, Excel, Word, Great Plains Software, Office Management, QuickBooks
Education
Norwalk Community College
Associate's Degree, Accounting
HSBC October 2005 - October 2013
HSBC Holdings, Inc. 2005 - 2013
Fleet Bank 1996 - 2004
Skills
Banking, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Strategic Financial..., Risk Management, Corporate Finance, Financial Risk, Credit, Capital Markets, Credit Risk, Finance, Investments, Fixed Income, Business Analysis, Valuation
Education
Northeastern University
Business, Accounting and Finance
Crest (Columbia River Estuary Study Tasskforce) December 2011 - Present
Sheldon Weiss Productions April 2001 - March 2013
PresentSheldon Weiss Productions April 2001 - March 2013
Northeast Historic Film January 2000 - January 2007
Eastern Maine Development Corporation January 1995 - January 1999
Fleet Bank January 1987 - January 1994
Bank of the January 1982 - January 1987
Alaska Pacific Bank January 1980 - January 1982
Radius Industries January 1977 - January 1980
US National Bank January 1968 - January 1978
Skills
Non Profit Accounting, Business Finance, Government Accounting, Corporate Finance, Finance, Auditing, Accounting, Credit, Management, Loans, General Ledger, Budgets
Education
Portland State University 1968 — 1970
BA, English
Western Oregon College (formerly Oregon College of Education) 1964 — 1968
None, English
KB Toys 2005 - 2008
Fleet Bank December 1994 - March 2002
US Army May 1968 - August 1989
Skills
Income Tax, Tax Preparation, Financial Analysis, Operating Budgets, Financial Accounting, Operations Management, Sales, Customer Service, Payroll, Finance, Management, Tax, Accounting, Budgets, Leadership, Corporate Tax, Process Improvement, Retail, Analysis, QuickBooks, Financial Reporting
Education
Nova Southeastern University 1987 — 1988
Masters Business Administration, Business Management
Neuberger Berman February 2004 - Present
Fleet Bank May 2002 - January 2004
Education
Northeastern University 1970 — 1973
Bachelor of Science, Sociology
Barnard School for Girls 1966 — 1969
American International College November 2013 - Present
Medford Public Schools October 2013 - Present
Merrimack College June 2014 - Present
Medford Public Schools November 2011 - October 2013
Medford Public Schools November 2002 - September 2011
Fleet Bank June 2000 - October 2002
Skills
Language Arts, Educational Technology, Curriculum Development, Secondary Education, Public Speaking, Curriculum Design, Tutoring, Classroom, Literacy, Differentiated..., Higher Education, Lesson Planning, Program Development, K-12, Teaching, Special Education, Staff Development, Instructional Design, Educational Leadership
Education
Northeastern University 2012 — 2015
Doctor of Education (Ed.D.), Educational Leadership, 3.97
Suffolk Law School 2005 — 2008
Doctor of Law (J.D.), Law
Tufts University 1997 — 2000
Bachelor of Arts (B.A.), English & International Relations
Bulpitt Enterprises November 2012 - Present
Southern NH Health System 1996 - 2011
Fleet Bank 1974 - 1994
Skills
Microsoft Office 2010..., Digital photography and..., Administrative..., Customer Service, Management, PowerPoint
Education
New Horizons Computer Learning Center 2012 — 2012
Certificates, Microsoft Office 2010 Professional
Northeastern University 1980 — 2000
Bachelor of Science (B.S.), Business Administration
Liaison International June 2014 - November 2014
Family Dollar December 2013 - July 2014
Granite Telecommunications January 2014 - March 2014
CVS Caremark Corporation 2006 - 2009
CVS Caremark Corporation 2005 - 2006
Coverall Health-Based Cleaning System 2003 - 2005
Shaw's Supermarkets 2002 - 2003
Fleet Bank 2001 - 2002
First Indemnity Insurance Agency, Inc 1999 - 2001
Skills
Management, Highly detail oriented, Leadership, Customer Service, Strategic Planning, Sales skills, Superior writing skills, Experienced Speaker, Fast Learner, Organization, Event Planning, Sales Process, New Business Development, Sales
Education
Northeastern University 2010 — 2013
Bachelor of Science (B.S.), English Language and Literature/Letters cum laude
Citizens Bank September 2001 - Present
Citizens Bank September 1997 - September 2001
Fleet Bank May 1986 - September 1997
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Small Business Lending, Consumer Lending, Relationship Management, Credit Analysis, Commercial Lending, Management, Partner Management, Sports Coaching, Cross Selling, Loan Origination
Education
Providence College
Methuen Cooperative Bank February 2001 - Present
Andover Bank acquired by TD Bank 1994 - 2001
Fleet Bank January 1990 - December 1994
Skills
Retail Banking, Bank Secrecy Act, Payroll Management, Consumer Lending, Employee Training, Benefits Administration, Cash Management, Banking, Branch Management, Risk Management, Human Resources
Education
Massachusetts Banking Association Sponsored Trainings 2001 — 2012
Annual Training Certifications, BSA/AML Compliance
Northern Essex Community College 1988 — 1991
A.S. Degree, Banking (Honors)
University of Massachusetts at Lowell 1984 — 1988
Completed courses towards degree.
Northern Essex Community College 1984 — 1986
Certificate (Honors), Banking Studies
FMFCU November 2012 - May 2014
Wells Fargo Financial December 2004 - April 2012
Chase June 1999 - December 2004
Fleet Bank July 1995 - June 1999
PNC October 1980 - July 1995
Skills
Credit, Mortgage Lending, Loans, Credit Analysis, Banking, Credit Risk, Portfolio Management, Retail Banking, Financial Services, Commercial Banking, Cross Selling, Credit Cards, Finance, Financial Risk, Relationship Management, Wealth Management, Strategic Financial..., Financial Analysis, Supervisory Skills
Education
Penn State University 1974 — 1978
Bachelor's Degree, Human Development and Family Studies, General, 3.2