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
Beneficial Bank August 2013 - May 2015
Citi August 2006 - October 2010
PNC Bank February 2004 - August 2005
Fleet Bank January 2001 - January 2003
Skills
Customer Service, Microsoft Office, Customer Satisfaction, Account Management, Information Technology, Recruiting, Human Resources, Social Media, Event Planning, Cold Calling, Social Networking, Banking, Retail Banking, Investment Banking, Commercial Banking, Leadership, Photoshop
Education
Temple University
GED, GED
Pioneer Bank ℠ November 2014 - Present
M&T Bank February 2012 - November 2014
HSBC 2005 - 2012
Fleet Bank 1993 - 2005
Skills
Loans, Credit, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Risk Management, Branch Banking, Finance, Relationship Management, Customer Experience, Operations Management, Management, Sales Management
Education
SUNY Brockport 1983 — 1986
Bachelor's degree, History
Rhinebeck High school 1978 — 1982
Regents Diploma, General Studies
M&T Bank August 2009 - Present
GlaxoSmithKline December 1999 - August 2009
Fleet Bank July 1993 - December 1999
Skills
Strategic Planning, Portfolio Management, Financial Analysis, Real Estate, Risk Management, Budget, Credit Risk, Public Speaking, Sales, Business Analysis, Business Planning, Forecasting, Advertising, Treasury Management, Management, Leadership, Start-ups, Investments, Finance, Banking, Entrepreneurship, Budgets
Education
State University of New York College at Cortland 1988 — 1991
Bachelor, Economics/ Minor Management
Internal Revenue Service November 2011 - Present
UnitedHealthcare 2007 - 2008
Long Island Community Federal Credit Union 2001 - 2007
Fleet Bank 2000 - 2001
Macy's 1995 - 2000
Skills
Customer Service, Writing, Editing, Performing
Education
SUNY Stony Brook 1997 — 2004
Bachelor's degree, English Language and Literature, General
Suffolk County Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Mt. Sinai High School
Fleet Bank March 1990 - March 1997
National Westminster Bank USA September 1987 - March 1990
Hazeltine Corporation March 1985 - June 1987
Chemical Bank February 1984 - March 1985
Skills
QuarkXpress, Windows, Data Entry, Alpha Keystrokes..., Keyboarding (55wpm), Microsoft Word, Adobe Photoshop, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Quicken, Microsoft Access, Accounting Fundamentals, Administrative Support, Lotus Notes, Policy, Accounting, Spreadsheets, Photoshop, Time Management, Access
Education
CDE Career Institute 2012 — 2013
Diploma, Computerized Office Assistant, 3.92
Hendricks Institute of Desktop Publishing 1995 — 1995
Certificates, Adobe Illustrator & Photoshop
Suffolk County Community College 1982 — 1983
General Studies & Fine Art
Eagle Investment Systems November 2011 - Present
NEPC, LLC June 2001 - November 2011
Fleet Bank February 1999 - June 2001
Skills
Investments, Financial Analysis, Financial Modeling, Business Analysis, Project Management, Microsoft Excel, Microsoft Office, Research, PowerPoint, Vendor Management, Microsoft Word, SQL, Investment Performance, Pension Funds, Investment Portfolio, Portfolio Assessment, Management, Banking, Portfolio Management, Accounting
Education
Suffolk University 1997 — 2001
MBA, Finance, General
Suffolk University 1997 — 2001
Bachelor of Science, Business Administration; Finance and Computer Information Systems
Allstate August 2014 - Present
Diversity Staffing Pros, LLC 2012 - August 2014
Liberty Mutual Insurance 2003 - 2012
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
Fleet Bank 1998 - 1999
GTE Wireless 1997 - 1997
META, INC January 1992 - January 1996
SHAWMUT BANK January 1990 - January 1992
Skills
New Business Development, Business Relationship..., Financial Analysis, Strategic Planning, Marketing Strategy, Sales Management, Business Strategy, Market Planning, Negotiation, Legal, Sales Channel..., RFP Generation, Contract Negotiation, Financial Modeling, Thought Leadership, CRM, Leadership, Management, P&L Management, Selling, Budgets, Business Analysis, Relationship Management, Outsourcing, Insurance, Financial Services, Analysis, Customer Retention, Customer Acquisition, Finance, Strategy, Strategic Partnerships, Multi-channel Marketing, Product Development, Lead Generation, Sales, Business Planning, Business Development
Education
Syracuse University
BS
Syracuse University - Martin J. Whitman School of Management
MBA
Zions Bancorporation November 2013 - Present
Webster Bank February 2009 - November 2013
Bank of America January 2004 - March 2007
FleetBoston Financial December 1997 - December 2003
Fleet Bank October 1992 - November 1997
Computer Task Group 1986 - 1992
CTG 1986 - 1992
Concept IV 1983 - 1986
Skills
Integration, Data Warehousing, Software Development, CRM, E-commerce, Management, Portals, SDLC, Vendor Management, Enterprise Architecture, Software Project..., IT Management, Leadership, Architecture, Software Design, Requirements Analysis, Project Portfolio..., IT Strategy
Education
Syracuse University 1979 — 1983
B.S., Computer Science
American Personnel October 2009 - January 2015
The Boston Company Asset Management February 2004 - January 2009
The Boston Company Asset Management January 2000 - January 2004
Fleet Bank November 1997 - December 1999
MassHousing January 1991 - October 1997
Skills
Bloomberg, Microsoft Excel, Equities, Securities, Financial Analysis, Financial Modeling, Public Speaking, Investments, Financial Services, Portfolio Management, Analysis, Asset Management, Fixed Income, Finance, Strategy, Banking, Start-ups, Due Diligence, Business Planning, Management, Customer Service, Social Media
Education
Suffolk University - Sawyer School of Management
Bank of America March 2011 - Present
Bank of America October 2010 - March 2011
Bank of America March 2007 - October 2010
Bank of America August 2004 - February 2007
Fleet Bank January 1998 - July 2004
Bank of New York Mellon June 1989 - July 1992
Skills
Banking, Call Center, Customer Experience, Retail Banking, Customer Service
Education
The Sage Colleges-Sage Graduate School 1994 — 1997
MBA, Management, Finance
State University of New York College at Geneseo 1985 — 1989
BS, Management, Marketing
TIAA-CREF August 2010 - Present
Microsoft August 2008 - September 2009
Bank of America April 2004 - July 2008
Fleet Bank 2001 - 2004
HBO 1998 - 2001
Skills
Capacity Planning, Data Analysis, Data Visualization, Enterprise Architecture, Business Analysis, Data Warehousing, Integration, Unix, Capacity Utilization, Data Mining, Business Intelligence, SQL, ETL
Education
University of North Carolina at Charlotte 2012 — 2015
Master's degree, Computer Science
Stevens Institute of Technology 1988 — 1992
Engineering Physics
Defense Contract Audit Agency 2014 - Present
The Institute of Internal Auditors - Central New York Chapter 1994 - Present
BNY Mellon 2014 - 2014
AXA Equitable 2006 - 2011
The MONY Group 2002 - 2006
The MONY Group 2000 - 2002
Community Bank, N.A. 1994 - 2000
Fleet Bank 1988 - 1994
Skills
Objective, Organized, Self-Motivated, Compliance Audits, Internal Audit, MS Word, MS Excel, MS PowerPoint, Corporate Risk..., Report Generation, Analytical Thinking, Innovative Problem..., Project Managment, Results Oriented, Due Diligence, Policy Analysis, Strong Oral and Written..., Teamwork, Enthusiastic, Ethical, Professional, Bridger Systems, LexisNexis, World-Check, Creative, Outlook, Lotus Notes, Compliance Testing, Controls Testing, Program Development, Regulatory Analysis, Quality Auditing, Internal Controls, Ethics, Microsoft Excel, Analytical Skills, Goal Oriented, Operational Risk..., Accounting, Auditing, Sarbanes-Oxley, Bank Secrecy Act, IT Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, AML, Risk Assessment, Fraud, Financial Regulation
Education
State University of New York at Oswego
BS Accounting, Minor in Mathematics and Economics with a Statistics concentration
Aurubis Buffalo March 2013 - Present
Deltacraft Paper & Converting Co February 1997 - February 2013
Conagra/MapleLeaf Milling November 1994 - January 1997
Altreas, Incorporated August 1992 - June 1994
Fleet Bank May 1990 - July 1992
Skills
Invoicing, Account Reconciliation, SAP, Microsoft Dynamics ERP, Windows 2010, Lotus Notes, Accounts..., Organized Multi-tasker, ISO Asset Certification, Excel, Word, Access,..., Coordinating Activities, strong communication..., Problem Solving, Windows XP Pro, Windows 7, English grammar, Customer Oriented, 10 Key Touch
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor of Science, Management
Santander Holdings USA April 2015 - Present
Royal Bank of Scotland January 2010 - March 2014
Citizens Bank April 2005 - January 2010
Fleet Bank April 1991 - December 2004
Skills
Relationship Management, Leadership, Program Management, Portfolio Management, Analysis, Financial Services, Strategic Planning, Project Management, Commercial Banking, Strategic Communications, Communications Planning, Strategic Relationships, Client Focus, Event Planning, Tactical..., Strategy
Education
Suffolk University
Bachelor of Arts, Journalism
Suffolk University
Master of Arts, Public Relations & Communication
US Trust, Bank of America Private Wealth Management August 2011 - Present
US Trust, Bank of America Private Wealth Management October 2007 - May 2009
Bank of America July 2004 - October 2007
Fleet Bank February 1997 - July 2004
Sonneborn Law Offices April 1995 - June 1996
Skills
Credit, Banking, Estate Planning, Wealth Management..., Wealth Management
Education
ABA 2001 — 2001
CTFA
Syracuse University College of Law 1990 — 1993
Saint John's University 1986 — 1990
BS, Criminal Justice
EMC Corporation 1996 - 1998
Fleet Bank January 1981 - December 1994
Skills
Banking, Credit, Loans, Financial Analysis, Customer Relations, Risk Management, Credit Analysis, Commercial Banking, Customer Service, Portfolio Management, Process Improvement, Management, Business Strategy, Fixed Income, Asset Management, Negotiation, Business Development, Sales, Strategy
Education
Suffolk University - Sawyer School of Management
BS, Finance with a Psychology minor
AXA US January 2014 - Present
AXA US April 2007 - January 2014
AXA US September 2005 - April 2007
AXA US October 1999 - September 2005
Fleet Bank September 1996 - October 1999
Safety Fund National Bank September 1994 - September 1996
United Bank of Philadelphia August 1993 - August 1994
Midlantic Bank September 1992 - August 1993
Skills
Analysis, Risk Management, Financial Services, Project Management, Insurance, Business Intelligence, Financial Modeling, Finance, Strategic Planning, Strategy, Relational Databases, SQL, Credit, Management, Business Analysis, Data Mining, Commercial Lending, Financial Analysis, Process Improvement, OLAP, Commercial Credit, Employer Sponsored Plans
Education
Villanova University
B.S./B.A, Business Administration (1990)
Temple University
Master of Business Administration (MBA), Finance (1992)
Worcester Polytechnic Institute
Certificate, Client Server / Relational Databases (1998)
Designer Tees of Englewood, Inc September 2004 - Present
Fleet Bank June 1997 - February 2001
KeyBank May 1995 - June 1997
Skills
Screen Printing &..., Marketing, Program Management, Advertising, Sales, Small Business, Customer Satisfaction, Purchasing, Direct Marketing, Entrepreneurship, Start-ups, Customer Service
Education
State University of New York College at Oswego 1980 — 1985
Bachelor of Arts (BA), Computer Science
The University of Texas at Austin 1979 — 1980
DASECO Electrical, LLC July 2014 - Present
DASECO Generators December 2013 - Present
Lighthouse Networks, Inc. March 2012 - November 2013
Bayside Building, Inc December 2008 - January 2012
Cape Cod Stone, Inc May 2007 - December 2008
Citizens Bank of Massachusetts, Hyannis & Boston, Massachusetts July 1999 - May 2007
BankBoston, NA September 1994 - July 1999
Fleet Bank April 1991 - September 1994
Skills
Excel, Word, Accounts Receivable, Accounts Payable, Payroll, Outlook, Financial Reporting, Credit, PowerPoint, Problem Solving, Banking, Quickbooks, Customer Service, Microsoft Office, General Ledger, Cash Flow, Invoicing, Financial Analysis, Accounting, Budgeting, Compliance, Administration, Healthcare, Budgets, Commercial Lending, Loans, Software Documentation, Microsoft Excel, Management, Microsoft Word
Education
University of Phoenix 2009 — 2011
BA, Health Care Administration ~ Long Term Care
Stonehill College 1992 — 1995
Business Management
University of New Hampshire 1988 — 1990
Liberal Arts
Massabesic High School 1984 — 1988
Guaranty Bank January 2006 - Present
Guaranty Bank January 2001 - January 2006
Personal Mortgage Corp. January 1998 - December 2000
Fleet Bank January 1997 - January 1998
Skills
Data Entry, Copy Editing, Sight Reading, Music, Word, Teaching, Singing, Event Management, Editing, Mortgage Lending, Public Speaking, Nonprofits, Microsoft Word, Public Relations
Education
SUNY New Paltz 1964 — 1965
Completed NYS requirements, Art Education
Western Michigan University 1959 — 1963
BS, Art and Music
CJC Security and Risk Consulting Associates LLC 2013 - Present
Financial Crime Partners 2013 - Present
Diebold, Incorporated 2012 - 2013
Diebold, Incorporated 2011 - 2012
ADT Security Services 2004 - 2011
SYFACT North America / SYFACT International B.V. 2000 - 2004
FLEET Financial Group 1994 - 1999
Fleet Bank 1991 - 1994
Bank of New England 1984 - 1991
Skills
Security+, Access Control, Business Continuity, Physical Security, Surveillance, Risk Assessment, Risk Management, Risk Mitigation, Risk, Protection, Background Checks, Solution Design, Disaster Recovery, Cards, Enterprise Risk..., Risk Analysis, Team Building, Security Management, Solution Selling, Fraud, Investigations, Crisis Management, Strategic Partnerships, Contract Negotiations, P&L Management, New Business Development, Executive Management, Strategy Development, Due Diligence, Policy, Strategic Planning, Planning, Government Liaison, Product Management, Security, Strategy, Private Investigations, Financial Risk, Contract Negotiation, Biometrics, Investigation, Corporate Security, Security Operations, Security Awareness, CCTV, Alarm Systems, Project Planning, CRM, Operations Management, Vulnerability Assessment
Education
Suffolk University 1974 — 1979
BS, Criminology
Xaverian Brothers High School 1970 — 1974
Wilmington Trust Retirement & Institutional Services/ M&T Bank May 1999 - Present
Fleet Bank January 1990 - May 1999
HSBC/Marine Midland May 1983 - January 1990
Skills
Mutual Funds, Portfolio Management, Commercial Banking, Series 63, Retirement, Asset Managment, Asset Management, Private Banking, Financial Services, Credit, Business Planning, Financial Advisory, Loans, Wealth Management, Risk Management, Financial Reporting
Education
State University of New York College at Geneseo 1976 — 1980
Bachelor of Science, Business Administration and Management, General
Bank of America / Merrill Lynch June 1989 - Present
Merrill Lynch May 2014 - Present
Bank of America January 2012 - April 2014
Merrill Lynch June 1997 - January 2012
Fleet Bank June 1989 - June 1997
Education
Stevens Institute of Technology
PNC November 2014 - Present
First Niagara Bank July 2010 - August 2014
First Niagara Bank 2014 - 2014
M&T Bank 2009 - 2010
M&T Bank 2007 - 2009
HSBC Securities May 1997 - May 2007
Fleet Bank 1986 - 1996
Skills
Project Management, Leadership, Direct Sales, Residential Mortgages, Emerging Markets
Education
SUNY Oswego 1980 — 1984
Bachelors, Business Administration
Citizens Bank October 2005 - Present
RBS Citizens February 2009 - October 2010
RBS Citizens March 2005 - January 2009
Bank of America / Fleet September 1986 - December 2004
Bank of America 2003 - 2004
Fleet Financial Group 1997 - 2004
Fleet Bank 1986 - 2002
Skills
Product Management, Revenue Management, Pricing, ACH, Banking, Cash Management, Internet Banking, Liquidity Management, Revenue Analysis, Commercial Banking, Vendor Management, Treasury Management, Payments, Electronic Payments, Financial Risk, Financial Services, Financial Institutions, Financial Transactions, Cross Selling, Risk Management, Treasury Services, Commercial Lending, Relationship Management, SWIFT payments, Retail Banking
Education
Suffolk University 1982 — 1986
B.S.
Boehringer Ingelheim Pharmaceuticals 2010 - Present
Boehringer Ingelheim Pharmaceuticals November 2009 - August 2010
Boehringer Ingelheim September 2005 - November 2009
Boehringer Ingelheim Pharmaceuticals September 2003 - September 2005
Boehringer Ingelheim October 2000 - August 2003
Fleet Bank April 2000 - August 2000
Fleet Bank July 1999 - April 2000
Skills
Cardiology, Pulmonology, Managed Care, Product Launch, Training, Pharmaceutical Sales, Sales Management, Endocrinology, Urology, Neurology, Hospital Sales, Management, CRM, Sales Operations, Coaching, Diabetes, Gastroenterology, Hypertension, Pharmaceutical Industry, Sales Effectiveness, Selling Skills, Sales Force Development, Sales, Recruiting, Market Access, Rheumatology
Education
State University of New York College at Geneseo 1995 — 1999
Bachelor’s Degree, Business Management
TriNet February 2015 - Present
One Touch Direct April 2013 - February 2015
Adecco Group March 2012 - April 2013
Various October 2005 - March 2012
Super Enterprises May 1999 - September 2001
District 1115, SEIU July 1996 - May 1999
Fleet Bank July 1994 - July 1996
Fleet Bank April 1992 - July 1994
Skills
Windows Server, Windows 7, Windows XP, Computer Network..., Computer Hardware, Help Desk Support, XP, Security, DHCP, Active Directory, Servers, Microsoft Exchange, Firewalls, Networking, Disaster Recovery, DNS, Troubleshooting
Education
New Horizons Computer Learning Center 2008 — 2009
MCSE, Security+, Windows XP, Server 2003, Active Directory, Exchange 2007
Certification Associates 2006 — 2007
MCP, Windows XP, Server 2003
Executrain 1999 — 1999
Exchange 5.5, Internet Information Server
New Horizons Computer Learning Center 1997 — 1997
Windows NT 4, Windows 95
Island Drafting and Technical Institute 1995 — 1996
CNA, NetWare 3, NetWare 4
Stony Brook University 1989 — 1990
Economics
University at Albany, SUNY 1987 — 1988
Computer Science and applied mathematics
Verus Financial August 2010 - Present
AXA Equitable May 2009 - August 2010
AXA Equitable February 2006 - May 2009
AXA Equitable December 1998 - February 2006
Fleet Bank 1994 - 1998
Education
State University of New York College at Oneonta 1992 — 1995
BS in Business Economics, Business and Economics
Eastern Bank May 2004 - Present
Citizens Bank June 2000 - May 2004
Fleet Bank 1996 - 2000
Skills
Licensed Property &..., Credit Analysis, Commercial Banking, Portfolio Management, Credit, Loans, Financial Structuring, Syndications, Middle Market, Real Estate, Management, Commercial Lending, Small Business Lending, Underwriting, Banking, Commercial Mortgages
Education
Suffolk University - Sawyer Business School 2002 — 2006
MSF, Finance
Stonehill College 1992 — 1996
Bachelor of Science (BS), Finance
Astoria Bank May 2014 - Present
HSBC May 2007 - May 2014
Bank of America May 2004 - May 2007
Fleet Bank July 1986 - May 2004
Skills
Commercial Lending, Commercial Banking, Credit, Small Business Lending, Banking, Retail Banking, Finance, Loans, Relationship Management, Credit Analysis, Portfolio Management, Credit Risk, Credit Cards, Consumer Lending, Financial Services, Mortgage Lending, Cross Selling, Lines Of Credit, Cash Management, Wealth Management, Branch Management, Financial Risk, Treasury Management, Asset Based Lending, Loan Origination, Series 63, Branch Banking, Commercial Mortgages, Mutual Funds, Mortgage Banking, Private Banking, Investments, Residential Mortgages, Series 6, Securities, Risk Management, Deposits, Capital Markets, Payments, Investment Banking
Education
State University of New York College at Brockport 1981 — 1984
BS, Business / Finance
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch May 2011 - Present
Bank of America August 2006 - Present
Bank of America January 2004 - August 2006
Fleet Bank 1984 - 2004
Fleet Bank January 2000 - January 2002
Fleet Bank January 1997 - January 2000
Fleet Bank January 1996 - January 1997
Fleet Bank January 1994 - January 1996
Fleet Bank 1984 - 1994
Skills
ACH, Collections Management, EDI, ARP, Cards, Liquidity, Product Management, Loans, Lockbox, Risk, Treasury Management, Cash Management, Internet Banking, Credit Risk, Payments, Liquidity Management, Credit Cards, Banking, Risk Management, Commercial Banking, Financial Institutions, Working Capital..., Pricing, Compliance, Capital Markets, Vendor Management, Cash, AML, Product Development, Mergers, Process Improvement, Risk Mitigation, Cross-functional Team..., Competitive Analysis, Business Strategy, Six Sigma, Financial Risk, Financial Services, CRM, Finance, Portfolio Management, Mergers, Museum Collections
Education
Shen
The College of Saint Rose
Business Management
Jewish Senior Life July 2007 - Present
Visiting Nurse Service of Rochester and Monroe County, Inc. January 1998 - March 2007
Visiting Nurse Service of Rochester and Monroe County, Inc. July 1997 - December 1997
KeyBank August 1993 - May 1997
Fleet Bank August 1992 - April 1993
M&T Bank June 1985 - June 1992
Kmart Corporation October 1978 - June 1985
Skills
Microsoft Office, Microsoft Office 2007, Crystal Reports, proficient in Microsoft..., Payroll, ADP Payroll, Lotus Notes, Access, Accounts Payable, Software Documentation, Administrative..., Microsoft Word, PowerPoint, Visio, Microsoft Excel, System Administration, Spreadsheets, Office Administration, Office Management, SharePoint, PeopleSoft, Employee Relations, Data Entry
Education
SUNY Empire State College 1999 — 2010
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Eastridge High School 1974 — 1978
Diploma, Business
Child Care Council Inc. April 2013 - Present
Muddy Sneakers Day Care November 1999 - April 2013
Rush Henrietta Jr. Royal Comets August 2010 - December 2012
Spencerport Federal Credit Union July 1996 - June 1999
Fleet Bank March 1991 - July 1996
Skills
Passion for Helping..., Time Management, Highly detail oriented, Banking, Goal-driven leader, Customer Service, Branch Banking, New Account Generation, Supervising Others, Multi-tasked, Organization, Task Driven, Problem Solving, Hands-on leader, Certifiied Red Cross..., Training, Corporate Training, Teaching Adults, Classroom Training, Conflict Resolution, Regulatory Compliance, Standards Compliance, Child Advocacy
Education
SUNY Oswego
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
State University of New York College at Oswego
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Ditech Mortgage Corp February 2015 - Present
Humana August 2014 - January 2015
GMAC ResCap October 2010 - February 2013
Advanta Bank Corp January 2004 - February 2009
CHRYSLER FINANCIAL SERVICES April 2002 - January 2004
ADVANTA MORTGAGE January 1999 - January 2001
Fleet Bank January 1998 - January 1999
Skills
Mortgage, Credit Cards, Customer Service, Mortgage Banking, Spreadsheets, Compliance, Telephone Skills, Excel, Outlook, Word, Internet, SnagIt, Bankruptcy, Volunteering, Personal Finance, Friendly Personality, Sports Leagues, Microsoft Word, Microsoft Excel, Software Documentation, Mortgage Lending, Mortgage Servicing, Legal Writing, Portfolio Management, Courts, Accounting
Education
Temple University 1988 — 1993
Bachelors, Marketing
Community College of Philadelphia 1987 — 1988
General Studies, Transfer Opportunity Program
Bodine High School of International Affairs 1984 — 1987
High school, World affairs
Firstrust Bank 2005 - Present
Fleet Bank 1990 - 2005
Skills
Commercial Lending, Lines Of Credit, Private Equity, Underwriting, Commercial Mortgages, Retail Banking, Mortgage Lending, Finance, Banking, Commercial Banking, Credit
Education
Susquehanna University
BS, Finance
Linden Public Schools May 2013 - Present
Linden Public Schools 2013 - 2014
Nanjing University September 2011 - June 2013
Web International English August 2009 - January 2011
Nanjing Expat February 2010 - August 2010
Nanjing University September 2006 - June 2009
Nanjing Union Manufacturing and Trading Company, Ltd January 2007 - September 2008
The College of New Jersey January 2006 - May 2006
Fleet Bank May 2003 - August 2003
Skills
Mandarin, Translation, Customer Service, Cross-cultural Teams, Research, Teaching, Chinese, Intercultural..., English, Editing, Microsoft Office, Public Speaking, Event Planning, Social Media, PowerPoint, Project Management, Photoshop
Education
The College of New Jersey 2002 — 2006
BA, International Studies
Bank of the West April 2013 - Present
Bank of America April 2010 - April 2013
Bank of America August 2004 - March 2010
Fleet Bank April 2001 - August 2004
KPMG Consulting (Bearing Point) 1999 - 2001
Wesleyan 1994 - 1999
Skills
Process Improvement, Six Sigma, Operational Excellence, Change Management, Program Management, Portfolio Management, Cross-functional Team..., Offshoring, Business Strategy, Lean Manufacturing, Cash Management, Process Engineering, Metrics, Governance, Process Management, Strategic Planning, Analytics, Customer Experience, Master Black Belt, Financial Management, Continuous Improvement, Process Excellence, Risk Management, Business Process..., Project Management
Education
American Institute of Certified Public Accountants
State University of New York College at Buffalo
MBA, Finance, Accounting
The Institute of Chartered Accountants of India
Chartered Accountant
University of Bombay
Bachelor, Finance
Tech Data Corporation January 1994 - Present
Fleet Bank June 1991 - September 1993
Skills
Forecasting, Salesforce.com, Process Improvement, Account Management, Sales, Risk Management, Sales Process, Financial Analysis, SAP, Sales Management, Direct Sales, Solution Selling, Sales Operations, Credit, Sarbanes-Oxley Act, Leadership, Management, Financial Reporting, Customer Service, Channel Partners, Cloud Computing, Accounts Receivable, Team Leadership, B2B, CRM, New Business Development
Education
State University of New York College at Oswego 1987 — 1991
The Washington Trust Company April 2003 - Present
University Club, Providence June 2015 - Present
University of Rhode Island Foundation 2009 - September 2014
The University Club, Providence 2009 - 2013
University of Rhode Island Alumni Association 2005 - 2007
Fleet Bank June 1985 - March 2003
RBS Citizens 1999 - 2000
Citizens Bank 1999 - 2000
Skills
Wealth Management, Trusts, High Net Worth..., Investment Management, Estate Planning, Banking, Retirement Planning, Credit, Strategic Financial..., Investments, Asset Management, Portfolio Management, Credit Analysis, Fixed Income, Financial Planning, Private Banking, Commercial Lending, Risk Management, Financial Services, Tax, Securities, Cash Management, Loans, Mortgage Lending, Commercial Banking, Financial Risk
Education
Suffolk University Law School 1993 — 1997
JD, Law, Cum Laude
University of Rhode Island - College of Business Administration 1981 — 1985
BS, Business
University of Rhode Island 1980 — 1985
BS, Business Management
St. Raphael Academy 1976 — 1980
SUFFOLK FEDERAL CREDIT UNION August 2004 - Present
Atlantic Bank of NY December 2001 - July 2004
Fleet Bank 1998 - 2001
Columbia Federal Savings Bank 1996 - 1998
Skills
Investments, Risk Management, Banking, Compliance, Bank Operations, Credit Unions, Internal Audit, Security, Fraud Investigation, Vendor Management, Team Leadership, Branch Operation, Branch Management, Consumer Lending, Operational Risk, Financial Services, Credit Risk, Credit Analysis, Financial Risk, Loans, Fraud
Education
State University of New York College at Oneonta 1993 — 1995
Bachelors of Science, Economics
The RWC Group August 2000 - Present
The RWC Group August 2000 - Present
Fleet Bank April 1998 - September 1999
First Interstate Bank 1990 - 1996
Skills
Banking, Financial Risk, Mergers, Financial Analysis, Process Improvement, Organizational..., Strategic Planning, Change Management, Budgets, Team Building, Cash Management, Business Requirements, Analysis, Financial Services, Treasury Management, Mergers & Acquisitions, Financial Reporting, Risk Management, Product Management, Business Analysis, Project Management, Vendor Management, Program Management, Payments
Education
Stephen F. Austin State University 1970 — 1974
Bachelor of Arts, English/History/Secondary Education
Michael Savio Consulting, LLC June 2004 - Present
Steward Health Care May 2013 - July 2013
MIT January 2011 - January 2013
Harvard University July 2007 - January 2008
National City Bank/PNC Bank April 2006 - September 2006
Bank of America December 2000 - May 2004
Fleet Bank May 1997 - December 2000
Skills
Training Needs Analysis, Instructional Design, Curriculum Design, Curriculum Development, Content Development, Blended Learning, Classroom Delivery, Captivate, Articulate Suite, Adobe eLearning Suite, Adobe Premiere Elements, Social Media, Audio Engineering, Audio Editing, Audio Post Production, Video Production, Video Editing, Higher Education, Project Management, Training Delivery, Instructor-led Training, Workshop Facilitation, Financial Services, Sales Training, Customer Service..., Merger Training, Microsoft Office, Call center start-up, Call Center Development, E-Learning, Training, Leadership, Leadership Development, Management, Adult Education, Coaching, Career Development, Staff Development, Change Management, Program Management, Selling Skills, Software Documentation, Team Building, Strategy, Policy, Learning Management..., Post Production, Employee Training, Sales
Education
The George Washington University 1993 — 1994
Master of Arts (M.A.), Political Management
University of Massachusetts, Amherst 1987 — 1991
B.A., Political Science
County of Atlantic August 2000 - Present
Fleet Bank November 1985 - August 2000
Skills
Investigation, Corporate Fraud, Homicide Investigations, Bank Fraud, Criminal Investigations, Private Investigations, Public Safety, Enforcement, Criminal Justice, Evidence, Police, Surveillance, Fraud, Internal Investigations, Corporate Security, Interrogation, Physical Security, Police Training, First Responder, Executive Protection, Firearms, Crime Prevention, Workplace Violence, Security Training, Community Policing, Dignitary Protection, Counterintelligence, Homeland Security, SWAT, Law Enforcement..., Field Training Officer, Police Administration, Emergency Management, Personal Protection, Certified Firearms..., Incident Command, Preparedness, Hostage Negotiator, Weapons of Mass..., NIMS, Crime Scene..., Crime Scene, Disaster Response, Counterterrorism, Self Defense, Criminal Intelligence, Undercover, Personal Security, Emergency Services, Law Enforcement
Education
Richard Stockton College of New Jersey 1985 — 1989
Bachelor's degree
Experian May 2014 - Present
Experian Decision Analytics February 2009 - May 2014
Stratagem Portfolio Services, LLC July 2006 - December 2011
Acadia Consulting Group May 1998 - February 2009
MasterCard Worldwide January 2004 - February 2006
FICO June 1997 - June 1998
Fair, Isaac and Company, Inc. March 1996 - June 1997
Fleet Financial Group November 1994 - March 1996
Fleet Financial Group September 1990 - October 1994
Fleet Bank March 1989 - September 1990
Skills
Credit Risk, Banking, Risk Management, Portfolio Management, Executive Management, Analytics, Credit Cards, Credit, Mergers, Payments, Outsourcing, Strategy Development, Call Center, Operations Management, Vendor Management, Loans, Business Strategy, Strategic Planning, Start-ups, New Business Development, Process Engineering, Process Improvement, Team Building, Risk, Change Management, Performance Management, Due Diligence, Mortgage, Strategic Partnerships, Consultative Selling, Business Planning, Strategy, Financial Risk, Financial Services, Call Centers, Selling, Business Analysis, Product Management, Leadership, Management, Consulting, Business Process, Integration, Training, Finance, Project Management, CRM, Governance, Retail Banking, Management Consulting
Education
Syracuse University 1976 — 1980
B.S.
Banco Santander November 2012 - Present
Royal Bank of Scotland 2000 - 2011
Fleet Bank 1998 - 2000
Bancoquia 1997 - 1998
Skills
International Trade..., Structured Trade, Supply Chain, Correspondent Banking, Relationship Management, Fluent in Spanish, Banking, Trade Finance, Loans, Portfolio Management, International Trade, Financial Risk, Payments, Letters of Credit, Trading, Emerging Markets, Capital Markets, Asset Based Lending, International Business, New Business Development, Treasury Management, Financial Institutions, Business Development, Credit Risk, Financial Structuring, Credit, Cross Selling, Investment Banking, Credit Analysis, Commercial Banking, Commercial Lending, Cash Management
Education
Suffolk University 1988 — 1989
Graduate School, International Business
Salem State University 1982 — 1987
Bachelor of Science (BS), Business Administration and Management
General Dynamics Information Technology November 2006 - Present
General Physics July 2000 - November 2006
Fleet Bank 1991 - 2000
Skills
E-Learning, Blended Learning, Needs Analysis, Captivate, Instructional Design, Lectora, Content Development, Training, Learning Management, ADDIE, Instructor-led Training, Web 2.0, Learning Management..., Adobe Connect, Distance Learning
Education
The George Washington University 1998 — 2002
Master's Degree, Educational Technology Leadership
Learning 2013 conference - L-Book sessions
Learning 2013 conference - L-Book sessions
Learning 2013 conference - L-Book sessions
Schoharie County July 2012 - Present
Schoharie County November 2013 - April 2014
SUNY Cobleskill August 2010 - May 2012
Fleet Bank 1997 - June 2000
Skills
Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Word, Microsoft Excel, Customer Service, Leadership, English, Budgets, Public Relations, Management, Policy
Education
State University of New York College of Agriculture and Technology at Cobleskill 2010 — 2012
BBA, Business Administration
Schoharie Central 1981 — 1994
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Customers Bank April 2013 - Present
Flagstar Bank February 2011 - April 2013
Sovereign Bank 2005 - 2009
Sovereign Bank 2003 - 2005
Sovereign Bank 2000 - 2003
Fleet Bank 1995 - 2000
Shawmut Bank 1986 - 1995
Florida National Bank January 1982 - September 1986
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Leadership, Portfolio Management, Loans, Mergers & Acquisitions, Business Development, Finance, Financial Services, New Business Development, Small Business Lending, Investments, Management, Sales, Middle Market, Executive Management, Asset Based Lending, Credit Analysis, Strategic Leadership, Cash Management, Loan Origination, Private Equity, Credit Risk, Risk Management, Underwriting, Mortgage Lending, Commercial Mortgages, Cross Selling, Financial Analysis
Education
Stetson University 1978 — 1983
BBA, Marketing
Norwood High School 1975 — 1978
United Bank October 2014 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 September 2013 - October 2014
Powder House Mortgage Company, Inc. March 2013 - July 2013
MSA Mortgage January 2012 - March 2013
Advantage Mortgage & Aclient Software Systems March 1986 - December 2011
Fortune Financial Group, Inc May 1985 - March 1986
Fleet Bank April 1984 - May 1985
House Hold Finance June 1982 - April 1984
Skills
Loans, Mortgage, Residential Mortgages, Home, Investors, Consultant, Mortgage Lending, Mortgage Banking, FHA, VA loans, Credit Analysis, Investment Properties, USDA, Reverse Mortgages, Refinance, First Time Home Buyers, Construction Loans, Real Estate Financing, Underwriting, Mortgage Marketing, Banking, Real Estate, Marketing, Certified Mortgage..., Sales, Loan Origination, Investments, FHA financing, Credit, Commercial Lending, Commercial Mortgages, Finance, Real Estate Economics, Financial Structuring, Funding, Loss Mitigation, VA Loans, Residential Homes, Condos, Real Estate Transactions, Short Sales, Referrals, Single Family Homes, Relocation, Interest Rates, Mortgage Underwriting
Education
State University of New York College at Plattsburgh 1978 — 1982
BS, Accounting
City of Ithaca January 1986 - Present
Fleet Bank 1985 - 1986
Skills
Government, Policy, Program Management, Strategic Planning, Project Management, Leadership, Team Building, Leadership Development, Public Speaking, Community Outreach, Nonprofits, Project Planning, Program Development, Public Relations, Volunteer Management, Community Development, Organizational..., Training
Education
State University of New York College at Cortland 1975 — 1977
Bachelor of Science (BS), Psycology, Economics
State University of New York College at Oswego 1973 — 1975
Kaiser Permanente August 2011 - August 2012
CourseSmart, LLC 2010 - 2010
Wells Fargo Bank 2009 - 2010
Stanford University Medical Center 2007 - 2008
Marsh USA 2005 - 2007
AXA Financials 2005 - 2005
Bank of America 2003 - 2005
Fleet Bank 2002 - 2003
Blue Cross Blue Shield 2001 - 2001
Education
Symbiosis Institute of Management Studies 1997 — 1999
AliusDoc, LLC. November 2011 - Present
Essential Capital Partners February 2011 - June 2012
Modern Times Group MTG October 2006 - December 2010
The Pragma Corporation January 2005 - September 2006
Axia Limited 2004 - 2004
Sigma Bleyzer - Ukrainian Growth Fund III 2001 - 2003
International Finance Corporation 1999 - 2001
US Peace Corps 1996 - 1998
Fleet Bank 1993 - 1996
Skills
Change Management, Delivering Results, Start-ups, Mergers, Venture Capital, Emerging Markets, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Product Management, Due Diligence, Negotiation, Product Development, Entrepreneurship, Telecommunications, Budgeting, Team Building, Real Estate Private..., Revenue Modeling, Private Debt, Venture Development, Seed, Growth Capital, Growth Companies, Turn Around Management, Credit Evaluation, Debt Structuring, Capital Raises, Strategy, Budgets, People Development, CEOs, Television, Financial Reporting, CFOs, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Management, Capital, Team Management, Strategic Partnerships, Project Finance, Investments, Finance, Portfolio Management, Private Equity, Executive Management
Education
The George Washington University 1989 — 1993
BBA
Lincoln-Sudbury 1986 — 1989
Insight Global September 2014 - Present
Hewlett-Packard May 2013 - Present
HP August 2006 - Present
EDS Group March 2003 - August 2006
Fleet Bank March 2002 - August 2004
PSINet November 2000 - March 2002
Skills
Cisco Routers, Cisco Switches, IP Networking, Cisco Technologies, WAN, Switches, Load Balancing, Routers, CCNA, Routing, LAN-WAN, Disaster Recovery, Firewalls, VPN, Virtualization, Network Security, Security, PMP, Telecommunications, Vendor Management, Project Delivery, Process Improvement, Outsourcing, Networking, OSPF, DNS, BGP, CCNP, Cisco IOS, Infrastructure
Education
State University of New York College at Plattsburgh 1987 — 1989
Business
LSI
AlpInvest Partners March 2004 - Present
Fleet Bank 2002 - 2004
State Street Bank 2000 - 2002
Skills
Private Equity, Investments, Portfolio Management, Mutual Funds, Management, Venture Capital, Valuation, Investment Banking, LBO, Corporate Finance, Alternative Investments, Financial Modeling, Corporate Development, Due Diligence, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Masters of Science in Finance, Finance
Suffolk University 1994 — 1998
BSBA, Finance
GE Money FDR Business AnalystAdvanta2004 - 2004
Advanta Corp 2004 - 2004
Fleet Bank 1985 - 2004
Fleet Credit Card Services 1985 - 2004
Norstar Bank 1985 - 2004
Education
State University of New York College at Buffalo 1981 — 1985
BA Economics
Confluence Wealth Management January 2015 - Present
Samuels Yoelin Kantor LLP November 2010 - December 2014
Squillace & Associates, P.C. March 2008 - December 2009
Guardian Investor Services/RS Funds July 2002 - March 2008
Suffolk University Law School May 2007 - August 2007
Focusin Music August 2001 - December 2004
Putnam Investments May 2000 - June 2002
Citizens Bank December 1999 - May 2000
Pioneer Investments April 1999 - November 1999
Fleet Bank 1998 - 1999
Education
Suffolk University Law School 2006 — 2009
JD
University of Massachusetts 1992 — 1996
Bachelor of Arts, Sports Management
Armstrong
Travelzoo October 2013 - Present
Travelzoo January 2011 - September 2013
Madison Square Garden March 2010 - January 2011
Madison Square Garden June 2007 - February 2010
New Jersey Nets April 2006 - June 2007
Madison Square Garden August 2005 - April 2006
Fleet Bank June 2002 - October 2003
The Washington Center August 2001 - December 2001
Skills
Ticket Sales, Sports Management, Sports, Sports Marketing, New Business Development, Email Marketing, Promotions, Social Media Marketing, Account Management, Marketing Strategy, Sports Industry, Sponsorship, Management, Strategic Partnerships, Online Advertising, Sales Management, Entertainment, Sales, Selling, Digital Media, Event Management, Social Networking
Education
University of Nevada-Las Vegas
Master of Science, Sports Management
Stockton University
Bachelors of Arts, Political Science
Boonton High School
Honeywell March 2015 - Present
Honeywell November 2012 - March 2015
Honeywell Safety Products March 2011 - November 2012
Sperian Protection 2004 - March 2011
Fleet Bank September 1999 - June 2002
Fleet Bank August 1995 - August 1999
Skills
Salesforce.com, Lead Generation, Training, Marketing, CRM, SaaS, Management, Recruiting, Forecasting, Leadership, Data Analysis, Market Research, Email Marketing, Negotiation, Coaching, Contract Negotiation, B2B, Team Building, Program Management, Business Intelligence, Change Management, Cross-functional Team..., Project Management, Software Documentation, Business Process, Advertising, IT Strategy, Cloud Computing
Education
Stonehill College 1987 — 1991
Bachelor of Arts, Major: Communications, Minor: Business Administration
Bank of America 2001 - Present
HBO 1999 - 2001
Fleet Bank 1998 - 1999
citibank 1990 - 1998
Deloitte 1988 - 1990
Brown Koff and Fried (Market Research Supplier) 1986 - 1988
Skills
Marketing Research, Strategy, Customer Insight, Data Analysis, Banking, Financial Services, Market Research, Analytics, Segmentation, Digital Marketing, Credit Cards, Strategic Planning, Competitive Intelligence, Quantitative Research, Marketing Strategy, Analysis, Focus Groups, Qualitative Research, Credit, Consumer Behaviour, Relationship Management, Competitive Analysis
Education
State University of New York College at Brockport 1981 — 1985
Adecco Corporation December 2008 - December 2014
Henry Schein, Inc February 2007 - December 2008
Adecco Corporation February 1998 - December 2006
Fleet Bank June 1994 - January 1998
National Westminster Bank January 1991 - June 1994
National Westminster Bank June 1989 - January 1991
Chase Manhattan Bank January 1986 - May 1989
National Westminster Bank March 1983 - December 1985
Skills
Temporary Staffing, Technical Recruiting, Information Technology, Management, Applicant Tracking..., Onboarding, Screening Resumes, Talent Acquisition, Temporary Placement, Contract Recruitment, Internet Recruiting, Recruiting, Security, Disaster Recovery, Networking
Education
Grumman Data Systems Institute
Suffolk County Community College
AOL June 2006 - Present
Time Warner Cable Media Sales August 2004 - June 2006
Fleet Bank March 2003 - June 2004
ESPN November 1996 - March 2003
Skills
Online Advertising, New Business Development, Sales, Management, Media Buying, Salesforce.com, Advertising Sales, Digital Marketing, Lead Generation, Online Marketing
Education
Stonehill College 1992 — 1996
Bachelor of Arts, Communication
Harvest Enterprises, Inc. December 2006 - Present
Harvest Enterprises, Inc. November 2006 - Present
Boston Real Estate Solutions 2008 - 2009
Fleet Bank January 1999 - January 2000
Skills
Public Speaking, Translation, Loans, Investments, Funding, Sales, Investment Banking, Finance, Entrepreneurship, Management, Private Equity, Project Finance, Trading, Venture Capital, Start-ups, Asset Management, Mergers
Education
Tennessee Temple University 2010 — 2012
Bachelor's degree, Theology/Theological Studies
NSCC 2008 — 2009
Associates, Liberal Arts
Korn Ferry May 2015 - Present
Korn/Ferry International May 2011 - May 2015
Korn Ferry May 2007 - May 2011
Heidrick & Struggles June 2006 - March 2007
Darden August 2004 - May 2006
Fleet Bank 1997 - 2004
Skills
Private Equity, Due Diligence, Talent Acquisition, Recruiting, Management, Team Management, Finance, Business Strategy, Strategy, Financial Services, Business Development, Alternative Investments, Business Process, Market Research, Team Leadership, Portfolio Management, Leadership, Management Consulting, Executive Search, Entrepreneurship, Mergers & Acquisitions, New Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Stonehill College 1993 — 1997
BS, Finance
Teradata 2004 - Present
NCR 2004 - 2007
Tillinghast - Towers Perrin 2000 - 2002
Towers Perrin 2000 - 2002
FleetBoston Corporation 1994 - 2000
Fleet Financial Group 1994 - 2000
Fleet Bank 1994 - 2000
Fleet 1994 - 2000
Shawmut Bank 1994 - 1995
Skills
Predictive Analytics, Analytics, Segmentation, Database Marketing, Business Analytics, SAS, Analytical Marketing, Information-Based..., Consumer Behavior..., Consumer Insight, Consumer Behaviour, Data Warehousing, Direct Marketing, Marketing, Business Intelligence, Data Modeling, Predictive Modeling, Data Mining, Big Data, Management, Customer Analysis, Teradata, Statistical Modeling, ETL, Data Integration, SAS programming, Strategy, Master Data Management, CRM, Consulting
Education
Brooklyn Technical High School
The Heller School for Social Policy and Management at Brandeis University
University at Buffalo
Bank America Merrill Lynch March 2011 - Present
BBVA Compass December 2003 - March 2011
Fleet Bank December 2002 - December 2003
Comerica February 2002 - December 2002
Merrill Lynch June 1999 - February 2002
CIBC World Markets 1994 - 1998
Comerica Bank 1992 - 1994
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Mergers, Loans, Banking, Credit Analysis, Portfolio Management, Credit, Small Business Lending, Finance, Financial Analysis, Financial Structuring, Lines Of Credit, Loan Origination, Private Equity
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
Stephen F. Austin State University 1982 — 1986
BBA, Finance
ICF SH&E September 2008 - Present
Flax Appraisals August 2006 - February 2007
Simat,Helliesen & Eichner, Inc. June 2002 - August 2006
Simat, Helliesen & Eichner, Inc. September 2001 - June 2002
Fleet Bank June 1999 - June 2001
Skills
Accounts Receivable, Accounting, Financial Reporting, Analysis, Financial Analysis, Credit Analysis, Invoicing, Spreadsheets, Insurance, Auditing, Project Management, General Ledger, Business Strategy, Due Diligence, Internal Controls, Forecasting, Cash Flow, Business Planning, Finance, Data Analysis, Financial Modeling, Valuation, Management, Managerial Finance, Strategic Planning, Mergers & Acquisitions, Financial Statements, Marketing, Risk Management, Strategic Financial...
Education
State University of New York College at Geneseo 1998 — 2001
International Relations, Business Study
Fleet Bank 2002 - 2003
Education
Temple University
Bank of America January 2010 - Present
Bank of America June 2008 - February 2012
Self Employed January 2007 - June 2008
Newstalk 630 WPRO January 2007 - June 2008
Fleet Bank February 2002 - May 2004
Fleet Bank November 1999 - January 2002
Fleet Bank January 1996 - November 1999
Shawmut Bank, N.A. October 1991 - January 1996
Skills
Banking, Performance Management, Customer Experience, Small Business Lending, Retail Banking, Management, Cross Selling, Credit, Call Centers, Relationship Management, Financial Services, Loans, Customer Acquisition, Sales
Education
Suffolk University - Sawyer School of Management
M.B.A., Marketing
University of Rhode Island - College of Business Administration
B.S., Marketing
Bank of America April 2012 - February 2015
Bank of America September 2010 - April 2012
Bank of America August 2009 - September 2010
Bank of America January 2007 - September 2009
Bank of America August 2006 - December 2006
Bank of America January 2005 - August 2006
Fleet Bank October 1997 - April 2004
Knolls Atomic Power Laboratory 1995 - 1997
Knolls Atomic Power Laboratory June 1995 - July 1996
Skills
IT Management, Program Management, IT Strategy, Vendor Management, Disaster Recovery, Six Sigma, Enterprise Architecture, Risk Management, PMP, Business Analysis, Data Center, Troubleshooting, SharePoint, Management, Process Improvement, Requirements Analysis, Integration, Project Management
Education
SUNY Polytechnic Institute 1993 — 1995
Master of Science
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science
RBS Citizens Group September 2011 - Present
Citizens Financial Group September 2006 - September 2011
Bank of America April 2005 - July 2006
Bank of America March 2004 - April 2005
Fleet Bank July 2003 - March 2004
Fleet Bank May 1997 - July 2003
Skills
Project Management, Six Sigma, Financial Risk, Call Center, Operations Management, Process Improvement, Risk Management, Banking, SDLC, Business Analysis, Visio, Program Management, MS Project, PowerPoint, Microsoft Office
Education
University of Connecticut 1993 — 1995
Masters, Public Administration / Policy Research & Analysis
Syracuse University 1989 — 1993
BA, Political Science
Morgan Stanley 2011 - Present
Merrill Lynch Bank USA 2003 - April 2010
Merrill Lynch March 2000 - April 2010
Fleet Bank December 1998 - October 1999
Aames January 1997 - November 1998
FGIC 1988 - 1997
GFOA June 1986 - June 1988
Skills
Credit Risk, Structured Finance, Financial Risk, Risk Management, Credit, Portfolio Management, Options, Equities, Financial Modeling, Loans, Securitization, Financial Structuring, Bloomberg, Investment Banking, Hedge Funds, Financial Markets, Credit Derivatives, FX Options, Fixed Income, Underwriting, Bonds, Capital Markets, Derivatives, Finance, Market Risk, Valuation, Investments, ABS, Mortgage Lending, Wealth Management, Structured Products
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
Stony Brook University 1979 — 1983
BS, Applied Math & Economics
Morgan Stanley Smith Barney October 1998 - Present
HJ Meyers August 1993 - September 1998
Fleet Bank August 1990 - August 1993
Education
Stony Brook University 1986 — 1990
Multiple Clients 2009 - Present
Management Sciences for Health 2009 - 2012
nSight, Inc. 2001 - 2007
Fleet Bank 1993 - 2000
Skills
Editing, Project Management, Copy Editing, Online Advertising, Publications, Books, Fundraising, Nonprofits, Proofreading, Newsletters, Research, Copywriting
Education
Columbia University Teachers College
MA, Special Education
Wheaton College (MA)
BA, History of Art
Universal Orlando 2006 - Present
Hard Rock Cafe International January 1999 - November 2006
Fleet Bank December 1986 - November 2006
Skills
Hospitality, Tourism, Event Management, Hotels, Event Planning, Hospitality Management, Hospitality Industry, Trade Shows, Marketing Strategy, Social Media Marketing, Social Media, Marketing Communications, Sales Management, Sales, Budgets, Online Advertising, Marketing, Leadership, Customer Service, Meeting Planning, Public Relations, Food & Beverage, Corporate Events, Brand Management, E-commerce, Email Marketing, Entertainment, Market Planning, Time Management, Sponsorship, Account Management, Online Marketing, Social Networking, Strategic Planning, Advertising, Resorts, Customer Satisfaction, Restaurants, Training, Management, Digital Marketing, Direct Marketing, Revenue Analysis, Marketing Management, Brand Development, Strategic Partnerships, Team Building, Integrated Marketing, Facebook, Lead Generation
Education
Syracuse University 1997 — 1999
Bachelor of Arts (B.A.), Education
Herkimer County Community College 1990 — 1992
AAS, Humanities
Bank of America February 2012 - Present
Bank of America May 2008 - Present
Bank of America August 2006 - May 2008
Bank of America June 2005 - August 2006
Fleet Bank April 2002 - June 2005
Genesys Consulting Services February 2000 - April 2002
SunTrust Bank July 1996 - February 2000
KeyBank September 1988 - July 1996
FleetBoston January 1986 - September 1988
Skills
Banking, PMP, Risk Management, Process Improvement, Change Management, Business Requirements, SDLC, Problem Solving, MS Project, Management, Project Management, Integration, Software Project..., Business Analysis, Vendor Management
Education
State University of New York Empire State College 2000 — 2002
Bachelor of Science, Technology
Nuveen Investments February 2010 - Present
IDS Trading LLC - Hedge Fund / Asset Management Co January 2007 - December 2009
Oasis Legal Finance Company January 2007 - December 2007
Chartered Marketing Services / Intersections, Inc.-- Insurance Products 2003 - 2007
Guaranty Fund Management Services - P&C Insurance 1998 - 2001
PanAgora - Quantitative Asset Management 1995 - 1998
Fleet Bank 1993 - 1995
Education
Suffolk University - Sawyer Business School 1990 — 1993
BS, Information Systems
Advanced Resources Marketing October 2010 - Present
Employee Family Protection January 2007 - October 2010
AFLAC January 2005 - January 2007
Fleet Bank 2002 - 2005
Putnam Investments 1994 - 2002
Skills
Disability Insurance, Health Insurance, Insurance, Sales, Employee Benefits, Life Insurance, Brokers, Marketing, Fixed Annuities, Account Management, Cold Calling, Long-term Care, Business Planning, Health Savings Accounts, Healthcare, Term Life Insurance
Education
Stonehill College 1995 — 1999
Masconomet
Masconomet
Mozido May 2015 - Present
Mozido August 2012 - Present
Warner Bros. Entertainment Group of Companies April 2007 - August 2012
Pearson North America March 2006 - March 2008
FM Global February 2004 - March 2007
Fleet Bank October 2002 - February 2004
Skills
Agile Methodologies, Linux, SDLC, SQL, Scrum, Software Development, Test Automation, Java, Web Services, VBScript, Selenium, QTP, SOAP, Web Applications, Software Quality..., Agile Project Management, LoadRunner, Tomcat, XML, C++, C, JMeter, SoapUI, Requirements Analysis, Visual C#, VB.NET, perforce, Git, MIcrosoft TFS, Leadership, Management
Education
Texas A&M University
JKJ October 2014 - June 2015
Montgomery County Planning Commission September 2013 - October 2014
Montgomery County Commissioner's Office May 2013 - September 2013
Earthstar NOW Polonia Bank December 2010 - July 2011
McDonald's October 2005 - December 2007
Fleet Bank 2003 - 2005
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Excel, Management, Leadership, Training, Banking, Access, Customer Service, Outlook, Budgets, Teamwork, Accounting, Time Management, Team Leadership, Recruiting, Analysis, Data Entry, Finance, Data Analysis
Education
University of Florida 2015 — 2017
Masters in Urban Planning, Transportation Planning
Temple University 2012 — 2014
Bachelors, City/Urban, Community and Regional Planning
Strayer University 2005 — 2009
SEI November 2000 - Present
Fleet Bank 1999 - 2000
Fleet Credit Card Services 1998 - 1999
Skills
SAS Programmer, MS SharePoint, Crystal Reports, Vendor Management, Back Office, Business Process..., SharePoint, Process Improvement, Business Requirements, Financial Analysis, Bloomberg, Risk Management, Requirements Gathering, Business Analysis, User Acceptance Testing, Asset Managment, Disaster Recovery, Requirements Analysis, Financial Services, SDLC, Fixed Income
Education
Temple University
Bachelor of Business Administration, Finance
Villanova University
Bank of America 2004 - Present
Bank of America October 2009 - October 2010
Fleet Bank 2000 - 2004
Fleet Boston Financial 2000 - 2004
Skills
SDLC, Enterprise Architecture, Production Support, ITIL, Process Improvement, Visio, Software Documentation, Banking, Team Leadership, Requirements Analysis, Vendor Management, Business Analysis, PMO, Unix, Security, Technical Support, Troubleshooting, Active Directory, Hardware, Networking, Project Management, Cisco Technologies, Management, Switches, Program Management, Infrastructure, Disaster Recovery, TCP/IP, Operating Systems
Education
Stockton University 1995 — 1999
BS, Computer Science
Town of Dover April 2005 - Present
Towns of Franklin, Norfolk September 2004 - April 2005
Fleet Bank 2001 - 2004
ExecuTrain 2000 - 2001
Data General 1985 - 1999
Citicorp June 1981 - June 1985
Skills
Instructional Design, Training, Instructor-led Training, Customer Service, Captivate, Content Management, Workshop Facilitation, Program Management, Project Management
Education
University of North Carolina at Charlotte 1976 — 1979
Bachelor of Arts (B.A.), Pyschology
State University of New York College at Potsdam 1975 — 1976
BA, English
Bank of America April 2008 - Present
Fleet Bank 1987 - 2004
Skills
SDLC, Banking, Portfolio Management, Vendor Management, Project Portfolio..., Business Analysis, Process Improvement, Risk Management, Team Building, PMO, Project Management
Education
The College of Saint Rose 1979 — 1984
Masters, Management
The College of Saint Rose 1975 — 1979
Bachelors, Business Administration
Wells Fargo May 2013 - Present
National Penn Bank March 2009 - May 2013
Citibank July 2007 - December 2008
Sovereign Bank March 2004 - June 2007
Fleet Bank June 1996 - February 2004
Skills
Commercial Lending, Credit, Loans, Banking, Middle Market, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Cash Management, Credit Risk, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Relationship Management, Treasury Management, Asset Based Lending
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Accounting
Susquehanna University 1992 — 1996
BS, Finance
Bank of America 2004 - Present
Fleet Bank 2001 - 2004
FleetBoston Financial 2000 - 2004
Education
Suffolk University
National Bank of Canada November 1996 - July 2008
Fleet Bank January 1995 - October 1996
National Westminster Bank September 1994 - January 1995
National Westminster Bank July 1988 - September 1994
HSBC July 1984 - July 1988
Skills
Fixed Income, Derivatives, Currency, Risk Management, Trading, ALM, Capital Markets, Structured Products, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Trading Systems, Credit Risk, Asset Management, Financial Modeling, Investments, Financial Risk, Electronic Trading, Interest Rate Risk..., Valuation, Funding, Credit Derivatives, Finance, Liquidity Management, Equities, Market Risk, Options, FX Options, Credit Analysis, Financial Analysis, Financial Markets, Bonds, Hedging, Analysis, Corporate Finance, Strategic Financial..., Securities, Structured Finance, Liquidity Risk, Financial Structuring
Education
Syracuse University 1981 — 1983
MBA, Finance
Columbia University
M.A, English Ed
SUNY Oswego College
B.A, Biology / English
Large US Bank June 2011 - Present
Fleet Bank March 1992 - December 2003
Fleet National Bank 1998 - 2003
FleetBoston Financial 1992 - 2003
FleetBoston 1992 - 2003
BankBoston 1992 - 2003
Manufacturers Hanover Trust 1979 - 1990
Education
The George Washington University - School of Business 1977 — 1978
MBA, International Business and Marketing
CDS Monarch April 2015 - Present
Nielsen (formerly Harris Interactive) May 2006 - August 2014
Five Star Bank 2005 - 2006
Fleet Bank October 1997 - May 2005
Skills
Invoicing, Financial Accounting, Accounting, Accounts Receivable, Spreadsheets, Budgets, PowerPoint, Microsoft Word, Account Reconciliation, Time Management, Microsoft Office, Cost Accounting, General Ledger, Management
Education
State University of New York College at Brockport 1993 — 1997
Bachelor of Science (BS), Accounting
Performance Marketing Group Inc April 2007 - Present
Tropical Images Floral & Foliage Designer March 2003 - April 2007
Fleet Bank 1996 - 2002
Skills
Account Management, Event Management, Marketing, Marketing Communications, Marketing Strategy, Event Planning, Sponsorship, Social Media
Education
State University of New York College at Brockport 1994 — 1996
Bachelor, International Business and Economics
Columbia Greene Community College 1992 — 1994
Associates, Business Administration
US Trust July 2007 - Present
Bank of America May 2005 - July 2007
Fleet Bank November 2002 - May 2005
Education
Suffolk University Law School 1988 — 1991
JD
Union College 1980 — 1984
BA, Economics
Worcester Academy 1978 — 1980
Counterpoint Consulting July 1990 - Present
WeKanu June 2002 - Present
Holiday Valley Resort November 2010 - March 2012
Kissing Bridge December 2001 - March 2008
EduKids April 2001 - October 2001
Fleet Bank October 1988 - May 1990
Goldome Bank November 1981 - August 1988
Skills
Outdoor Recreation, Management, Training, Web Master, Web Design, FreeStyle Canoeing, Kayak, Outdoors, Canoeing, Leadership, Sea Kayaking, Camping, Outdoor Education, Staff Development, Teaching, Ski, Coaching, Employee Training, Hiking, Event Planning, Event Management, Public Speaking
Education
State University of New York College at Geneseo 1979 — 1981
BS, Elementary Education
SUNY Potsdam 1976 — 1979
BNY Mellon Investment Management May 2013 - Present
National Council on Teacher Retirement March 2014 - Present
BNY Mellon Investment Management August 2012 - May 2013
BNY Mellon Asset Management January 2008 - August 2012
Citigroup - Citigroup Private Bank 2002 - 2008
Citigroup - Smith Barney 1997 - 2002
Fleet Bank 1992 - 1997
Skills
Series 7, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Capital Markets, FINRA, Retirement Planning, Investment Advisory, Strategic Financial..., Banking, Bloomberg, Series 63, Series 65, Series 3, Investment Strategies
Education
Suffolk University - Sawyer Business School 2004 — 2006
Masters, Business Administration (MBA)
University of Southern Maine 1988 — 1992
BA, Communication & Business
Manning & Napier Advisors June 2012 - Present
Manning & Napier Advisors November 2007 - June 2012
Lee Financial Corporation 2006 - 2007
Bank of America 2005 - 2006
Fleet Bank 2000 - 2005
Skills
Project Management, Training Facilitation, Training Delivery, Process Improvement, Analysis, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Business Process, Financial Services, SharePoint, Visio, crm, Business Analysis
Education
The University of Texas at Arlington 2005 — 2007
Master's, Communications
State University of New York College at Brockport 2003 — 2007
Master's, Communication
State University of New York College at Brockport 1996 — 2000
Bachelor's, Business
Bank of America 1990 - Present
Sovereign Bank 2000 - 2002
Fleet Bank October 1990 - December 1998
Skills
Banking, Commercial Banking, Treasury Management, Treasury Services, Finance, Treasury, Commercial Lending, Credit, Loans, Cash Management, Small Business Lending, Credit Analysis, Payments, Credit Cards, Credit Risk, Relationship Management, Portfolio Management, Financial Services, Electronic Payments, Loan Origination, Asset Based Lending, Cross Selling, ACH, Retail Banking
Education
Stonehill College 1985 — 1989
BA, Communications
Santander Bank, N.A. July 2015 - Present
PNC Financial Services January 2011 - July 2015
PNC Financial Services Group September 2009 - February 2011
PNC Bank January 2006 - September 2009
Bank of America April 2003 - January 2006
Fleet Bank January 2002 - March 2003
Fleet Bank January 2000 - January 2002
Summit Bank 1995 - 2000
United Jersey Bank June 1989 - March 1995
Skills
Loans, Investments, Credit, Banking, Small Business Lending, Consumer Lending, Management, Commercial Lending, Branch Banking, Commercial Banking, Retail Banking, Leadership, Credit Analysis, Sales, Coaching, Finance, Small Business, Mortgage Lending, Lines Of Credit, Portfolio Management
Education
The College of New Jersey 1983 — 1987
Business
Limeade October 2014 - May 2015
Limeade February 2013 - October 2014
Health Dialog September 2010 - February 2013
Direct Capital February 2008 - August 2010
McIntosh College February 2002 - December 2008
OneShield July 2007 - February 2008
Liberty Mutual May 2006 - July 2007
Liberty Mutual September 2004 - May 2006
Fleet Bank March 2003 - September 2004
Sysinct February 2001 - March 2003
Skills
Business Analysis, SQL, Data Analysis, Visio, SDLC, Customer Service, TeamPlay, Agile Methodologies, Business Intelligence, Requirements Analysis, Databases, Crystal Reports, Software Documentation, Project Management, Analytics, SharePoint, Healthcare Information..., Quality Assurance, Analysis, Business Requirements, Management, Leadership, Data Warehousing, Process Improvement, Integration
Education
University of New Hampshire 1990 — 1994
Bachelor of Science (BS), Mathematics
The George Washington University
2004Masters Certificate; B.S, Financial; Mathematics
Bowdoin College July 2014 - Present
Bowdoin College July 2002 - Present
Fleet Bank August 1995 - July 2002
Stop & Shop June 1988 - August 1995
Skills
Recruiting, Organizational..., Leadership Development, Succession Planning, Employee Relations, Deferred Compensation, Talent Management, Onboarding, Performance Management, Benefits Administration, Employee Engagement, Coaching, College Recruiting, Employee Benefits, Talent Acquisition, Organizational..., Career Development
Education
Syracuse University 1980 — 1984
Bachelor of Science Degree, Marketing & Personnel and Industrial Relations
Capital One April 2013 - Present
Gold Coast Bank - NY August 2011 - March 2013
Valley National Bank July 2009 - July 2011
Countrywide Bank May 2006 - March 2009
HSBC August 1998 - June 2006
Astoria Federal Savings & Loan June 1996 - August 1998
Fleet Bank May 1993 - June 1996
Skills
Retail Banking, Commercial Banking, Credit, Consumer Lending, Loans, Mortgage Lending, Cross Selling, Branch Management, Relationship Management, Recruiting, Team Building, Wealth Management, Coaching, Performance Management, Banking, Finance, Sales, Small Business Lending, Management, Credit Analysis, Portfolio Management, Commercial Lending, Financial Services, Loan Origination, Sales Management, Mortgage Banking, Leadership, Investments, Financial Analysis, Customer Service, Branch Banking, Cash Management
Education
Stony Brook University 1988 — 1992
BA, Social Science
Stony Brook University 1988 — 1992
Bachelor’s Degree, Social Sciences
Stony Brook University 1988 — 1992
Bachelor of Arts (B.A.), Social Sciences
TD Wealth Management January 2014 - Present
The Wells Fargo Private Bank April 2003 - December 2013
Fleet Bank January 2001 - April 2003
Merrill Lynch January 1997 - February 2001
Skills
Wealth Management, Retirement Planning, Private Banking, Estate Planning, Financial Planning, Wealth, Strategic Financial..., Series 7, Investments
Education
The American College
MSFS- Master of Science in Financial Services
Bank of America August 2014 - Present
Bank of America July 2010 - August 2014
Fleet Bank 2000 - 2004
Bank of Boston 1979 - 2000
Skills
AML, Commercial Banking, Banking, CAMS, Credit Risk, Economic Sanctions, Financial Risk, Operational Risk, Operational Risk..., Risk Management, Certified Anti-Money...
Education
Stonehill College
Intercontinental Real Estate Corporation July 2000 - Present
Fleet Bank 1989 - 2000
Skills
Real Estate, Real Estate Economics, Disposition, Due Diligence, Leases, Investments, Real Estate Development, Property Management, Construction, Loans, Asset Management, Commercial Real Estate, Portfolio Management, Investment Properties, Mergers & Acquisitions, Underwriting, Real Estate Transactions, Brokerage, Valuation, Private Equity, Acquisitions, Financial Modeling, Financial Analysis, Corporate Real Estate, Finance, Capital Markets, Alternative Investments, Location Intelligence, Investor Relations, Lease Negotiations, Joint Ventures, Tenant, Shopping Centers, Lease Administration, Financial Structuring, Hedge Funds, Executive Management, Equities, Banking, Investors, Real Estate Financing, Structured Finance, Entitlements, Affordable Housing, Loan Origination, Funding, Commercial Lending, Venture Capital, Land Development, Debt Restructuring
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA, Business, Management, Marketing, and Related Support Services
University of Rhode Island 1979 — 1983
BA, Urban Studies
Manchester High School
RETIRED January 2012 - Present
Goodwill Industries September 2010 - January 2013
Office of Employment and Training Kentucky December 2009 - September 2010
Blue Harbor Consulting Group 2010 - 2010
Fidelity Investments December 2006 - February 2009
Fidelity Investments August 1999 - December 2006
Fleet Bank January 1992 - August 1999
New England Life 1971 - 1980
Skills
Deferred Compensation, Project Management, Case Managment, Customer Service, Relationship Management, 401k, Interviews, Training, Team Building, Strategic Planning, Program Management, Case Management, CRM, Employee Benefits, Financial Services, Leadership, Management, Process Improvement
Education
Suffolk University 1970 — 1975
BA, Business Administration
Bryant and Stratton Junior College
AA, Computer Programming
Progressive Insurance February 2006 - December 2010
Progressive Insurance March 2004 - February 2006
Progressive Insurance November 2002 - March 2004
Fleet Bank 2000 - November 2002
Skills
Customer Service, Customer Satisfaction, Property & Casualty..., Claims Management, Liability, Workers Compensation, Commercial Insurance, Casualty, Automobile Accidents, Mathematics, Automobile Liability, Personal Injury..., Personal Injury, Customer Relations, Banking, Investment Banking, Policy Analysis, Team Management, Time Management, Science, English Grammar
Education
The College of Saint Rose 1999 — 2001
Biology/Biological Sciences, General
Schalmont High School
High School Diploma
Edgewater Markets February 2015 - Present
FC Stone February 2012 - Present
MF Global June 2010 - November 2011
Gelber Group LLC January 2009 - June 2010
AIG Financial Products 2002 - 2008
Fleet Bank 1996 - 2001
JP Morgan Chase 1989 - 1996
Skills
Foreign Exchange, Trading, Emerging Markets, Financial Markets, FX Options, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance
Syracuse University 1981 — 1985
bs, business
CDPHP February 2015 - Present
Capital District Physicians' Health Plan, Inc. / CDPHP 2006 - Present
CDPHP 2006 - Present
Fleet 1991 - 2004
Fleet Bank 1991 - 2004
Skills
Secure SDLC, Application Security..., IT Security Assessments, IT Security Policies, IT Security Best..., IT Security Operations, Information Security..., Information Risk, Information Security..., Information Security..., IT Audit, HIPAA, Security, Business Continuity, Governance, PMP, Information Security..., CISSP, CISA, PCI DSS, Vulnerability Assessment, Disaster Recovery, Security Awareness
Education
SUNY Polytechnic Institute
BS
University at Albany, SUNY
MBA
Valid Technologies March 2004 - Present
Engineered Business Systems January 2002 - March 2004
Fleet Bank 2000 - 2003
Barnett Banks Private Client Services 1996 - 2000
Prudential Securities 1993 - 1995
Lord Geller Federico Einstein / LEO 1987 - 1992
True North 1985 - 1987
Ketchum Communications 1978 - 1984
Skills
Strategic Planning, IT Strategy, Start-ups, Integration, Security, Management, CRM, Disaster Recovery, Computer Security, Enterprise Software, Account Management, Strategic Partnerships, SaaS, Business Development, Business Intelligence, Strategy, Cloud Computing, Business Analysis, Program Management, Vendor Management, Enterprise Architecture, Product Management, Software Project..., IT Management, New Business Development, Project Management, Software Development
Education
New York University - Leonard N. Stern School of Business 1983 — 1984
MBA, Computer Applications and Information System Management
Syracuse University - Maxwell School 1978 — 1979
MPA, Public Administration
Adirondack Bank March 2011 - Present
NBT Bank March 2002 - March 2011
Fleet Bank June 1989 - February 2002
Education
SUNY Polytechnic Institute 1986 — 1990
BS, Business Administration and Public Management
Santander Bank, N.A. January 2011 - Present
Sovereign Bank November 2007 - December 2011
Sovereign Bank February 2005 - November 2007
ARAMARK May 2004 - January 2005
Fleet Bank August 1994 - May 2004
Skills
Leadership, Relationship Building, Strategic Planning, Customer Experience, Communications, Customer Retention, Marketing, Onboarding, Banking, Coaching, Retail Banking, Relationship Management, Team Building, Training, Executive Leadership, Consumer Lending, Commercial Banking, Newsletter Development, Financial Services, Risk Management, Consumer Sales, Customer Acquisition, Vendor Management, Credit, Loans, Commercial Lending, Mortgage Lending, Performance Management, Small Business Lending, Direct Marketing, Talent Retention, Leadership Development, Sales, Marketing Communications, Project Management
Education
The Sage Colleges-Sage Graduate School 1991 — 1995
Master of Science, Public Administration
State University of New York College at Geneseo 1982 — 1985
Bachelor of Arts, Psychology / Political Science / Sociology
Park Silly Sunday Market January 2013 - Present
All Resort Group Transportation 2008 - 2012
David Holland's Resort Lodging September 1997 - August 2007
David Holland's Resort Lodging February 2002 - March 2005
Cole Sport 1997 - 2002
Woods Valley Ski Area & Alpine Training Center November 1988 - April 1997
Fleet Bank 1995 - 1997
Skills
Hospitality, Tourism, Transportation..., Hospitality Management, Transportation Planning, Event Management, Resorts, Fleet Management, Affiliate Relations, Account Management, Property Management, Property Management..., Budgets, Luxury, Travel Management, Hotels, Hospitality Industry, Leisure Travel, Marketing Strategy, Sales, Event Planning, Incentives, Contract Negotiation, Marketing Communications, Social Media Marketing, Negotiation, Front Office, Incentive Travel, Marketing, Strategic Planning, Meeting Planning, Public Relations, Customer Service, Trade Shows, Sales Management, Corporate Events, Convention Services, Fundraising, Business Travel, Revenue Analysis, Training, Special Events..., Logistics Management, Yield Management, Online Travel, Leisure, Online Advertising, Customer Satisfaction, Concierge Services, Sponsorship
Education
State University of New York College at Potsdam 1991 — 1995
BS
Rome Free Academy 1987 — 1991
High School Diploma
HP Enterprise Services October 1998 - Present
Hewlett-Packard 1998 - 2011
Fleet Bank 1998 - 2004
Skills
Routing, BGP, SDLC, Routers, VPN, IP, MPLS, DHCP, WAN, Telecommunications, Managed Services, Troubleshooting, System Deployment, Network Design, Cisco IOS, TCP/IP, Network Engineering, Security, Networking, Data Center, Cisco Technologies, Disaster Recovery, Switches, IT Operations, Network Security
Education
State University of New York College at Potsdam 1988 — 1992
Economics
KeyBanc Capital Markets October 2014 - Present
BBVA Compass September 2011 - September 2014
Bank of America Merrill Lynch 2008 - September 2011
LaSalle Bank 2007 - 2008
JP Morgan Chase 2002 - 2005
Fleet Bank 1994 - 2002
Skills
Financial Analysis, Due Diligence, Commercial Lending, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Credit Analysis
Education
Texas Christian University
MBA, Finance
The University of Texas at Arlington - College of Business
BBA, Finance
Bank of America July 2010 - Present
Wells Fargo October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2007 - June 2008
Wachovia, A Wells Fargo Company May 2003 - November 2006
Fleet Bank June 2000 - May 2003
Skills
Banking, Credit, Cash Management, Loans, Accounting, Accounts Receivable, Management, Payments, General Ledger, Mergers, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Strategic Planning, Loan Origination, Mortgage Lending, Mortgage Banking
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Management
University of Scranton 1994 — 1998
BS, Management
Bank of America January 2010 - Present
Bank of America 2008 - January 2010
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2003
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Finance
University of New Hampshire 1986 — 1990
BA, Criminal Justice
University of New Hampshire 1986 — 1990
The Bank of Princeton November 2011 - Present
Wells Fargo Bank July 2010 - September 2011
Harleysville National Bank December 2002 - June 2009
Fleet Bank September 1990 - April 1999
Wachovia, A Wells Fargo Company March 1979 - September 1990
Skills
Commercial Banking, Banking, Small Business Lending, Private Banking, Commercial Lending, Loans, Credit, Credit Analysis, Consumer Lending, Loan Origination, Portfolio Management, Mortgage Lending
Education
Temple University
MBA, Finance, Management
Municipal Leasing Consultants January 1994 - Present
KeyCorp 1991 - 1994
Fleet Bank 1984 - 1991
Skills
Finance, Municipalities, Risk Management, Leases, Strategic Planning, Marketing Strategy, Local Government, Business Strategy, New Business Development, Contract Negotiation, Sales Management, Financial Analysis, Start-ups, Strategy, Investments, Customer Engagement, Energy Industry, Management, Energy Efficiency
Education
SUNY Brockport
Bachelor of Science, Business
Herkimer County Community College
Associates
Bank of America January 2012 - Present
Bank of America August 1996 - Present
Bank of America August 1997 - October 2010
Bank of America and predecessor banks December 2005 - January 2007
Bank of America and predecessor banks July 2004 - December 2005
Bank of America and predecessor banks January 2003 - July 2004
Fleet Bank August 1996 - January 2003
Education
Stonehill College
BA, Political Science
BNY Mellon April 2011 - Present
BNY Mellon February 2010 - April 2011
Bank of America October 2006 - November 2008
Bank of America August 2004 - October 2006
Fleet Bank September 1995 - August 2004
Fleet Bank January 1995 - January 2004
Skills
Client Services, Compliance, Employee Relations, Financial Risk, Financial Services, Training, Process Improvement, Analysis
Education
Suffolk University 1980 — 1983
Sociology
Charlestown High School
High School Diploma
Partners HealthCare April 2015 - Present
DentaQuest November 2014 - Present
VDX Inc. January 2014 - November 2014
RBS Citizens April 2013 - January 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments LLC January 2006 - March 2013
Fidelity Investments January 2010 - February 2012
2005 to 2006Veritude, LLC January 2005 - January 2006
Fleet Bank January 1998 - August 2005
BANK OF AMERICA formerly FLEETBOSTON January 1998 - January 2004
Skills
Software Documentation, Troubleshooting, VMware, Windows 7, Disaster Recovery, Technical Support, Testing, Microsoft SQL Server, System Administration, Microsoft Exchange, Integration, Software Installation, System Deployment, Servers, Windows XP, Automation, IT Operations, Windows, Virtualization, Vendor Management, Citrix
Education
Taunton High School 1980 — 1983
HS Diploma, Business
Stonehill College
MassMutual Financial Group September 2013 - Present
New York Life Insurance Company January 2009 - September 2013
American Home Mortgage June 2003 - December 2009
Prime Financial March 2002 - June 2003
Fleet Bank December 1998 - March 2003
Skills
Credit, Retirement Planning, Series 63, Investments, Mutual Funds, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Long-term Care, Fixed Annuities, Mortgage Banking, Retirement, Life Insurance, Series 6, Financial Services, Disability Insurance, Long Term Care Insurance, Insurance, Finance, IRAs, 401k, Financial Planners, Estate Planning, Asset Allocation, Investment Advisory
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
B.S., Marketing
Xaverian 1988 — 1992
Stay at Home Mom April 2008 - Present
Paychex April 2000 - June 2008
Fleet Bank June 1996 - April 2000
Education
State University of New York College at Brockport 1993 — 1995
BS, BUSINESS, MARKETING
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
AAS, business
City of Boston, Office of Financial Empowerment April 2015 - Present
Huntington November 2009 - 2014
Royal Bank of Scotland/Citizens Bank March 2003 - October 2009
Fleet Bank August 1995 - March 2003
Skills
FX, Risk Management, Currency, Capital Markets, Derivatives, Banking
Education
Stonehill College 1980 — 1984
Ascena Retail Group, Inc. July 2015 - Present
Mercedes-Benz USA LLC September 2007 - July 2015
Preserver Group, Inc July 2001 - April 2006
Fleet Bank July 1999 - July 2001
LG Electronics, USA, Inc February 1998 - June 1999
Skills
Customer Satisfaction, Employee Benefits, HRIS, Human Resources, PeopleSoft
Education
State University of New York College at Plattsburgh 1993 — 1997
BA, Sociology
Eastern Bank December 2007 - Present
Citizens Bank July 2002 - December 2007
Fleet Bank July 1996 - July 2002
NatWest January 1994 - July 1996
Skills
Banking, Training, Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Cross Selling, Loan Origination
Education
Furman University - Graduate School of Retail Bank Management
Certificate, Bank Management
Saint John's University
MA, Government, Politics & Public Administration
State University of New York College at Geneseo
BA, History, Education & Political Science
Thornton Cavaliere & Arsenault, Inc. January 1995 - Present
Fleet Bank January 1985 - January 2005
Skills
Trusts, Securities Law, Estate Planning, Estate Administration, Corporate Law, Legal Writing, Mediation, Wills, Legal Research, Corporate Governance, Business Formation, Intellectual Property, Business Transactions, Employment Law, Elder Law, Licensing, Powers of Attorney, Bankruptcy, Appeals, Investments, Document Review, Real Estate, Securities
Education
Suffolk University Law School 1987 — 1991
JD, Law
University of Connecticut 1977 — 1981
Meridian Property Services, Inc. October 2003 - Present
Fleet Bank December 1998 - June 2003
PNC Bank December 1995 - December 1998
Midlantic Bank August 1993 - December 1995
Chemical Bank March 1990 - August 1993
Fidelity Bank November 1985 - March 1990
US Navy May 1980 - October 1985
Education
The George Washington University 1980 — 1982
MBA, Finance
University of Rochester 1976 — 1980
BA, Mathematics
Milrose Consultants, Inc January 2008 - Present
Wachovia Bank June 2006 - December 2007
Wachovia Bank June 2004 - June 2006
State of NJ/Office of the Governor August 2002 - May 2004
Fleet Bank February 1999 - August 2002
Skills
Staff Development, Proposal Writing, Banking, Financial Analysis, Customer Service, Reporting & Analysis, Coaching, Organizing, Team Leadership, Microsoft Office, Management
Education
The College of New Jersey 1999 — 2001
B.A, Communications; Public Relations and Marketing
CMA Consulting Programmer / Project ManagerFleet Boston bank1992 - 2011
Fleet Bank 1992 - 2001
Skills
SDLC, Reqirements Definition, Business Analysis..., Problem isolation &..., WIC, Banking Solutions, Personnel Management, Vendor Management, Technical Recruiting, Program Management, Project Portfolio..., Business Intelligence, Integration, PMP, Requirements Gathering, Requirements Analysis, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Software Project..., Software Development
Education
SUNY Potsdam 1970 — 1974
Bachelor of Arts (B.A.), Computer Science
Chrissy's Clerical June 2001 - Present
Fleet Bank 1999 - 2001
Education
The Johns Hopkins University 1977 — 1980
B.S, Psychology
Wank & Liptzin, LLP May 2009 - Present
Ruth A. Sattig Betz, CPA January 2005 - Present
Fleet Bank January 1982 - December 1992
Education
SUNY Oswego 1978 — 1982
Bachelor's degree, Accounting and Business/Management
Bank of America November 2011 - Present
Bank of America July 2010 - October 2011
Bank of America March 2009 - June 2010
Bank of America January 2007 - February 2009
Bank of America September 2003 - December 2006
Citizens Bank January 2002 - September 2003
Fleet Bank September 2000 - January 2002
Fleet Bank October 1998 - August 2000
BankBoston, Direct Federal Credit Union, BayBank February 1984 - September 1998
Skills
Sales Management, Rewards Programs, Business Analysis, Sales Execution, Project Management, Associate Development
Education
Suffolk University 1988 — 1993
MBA
University of Massachusetts at Lowell 1979 — 1983
BS, Criminal Justice
Monroe 2-Orleans BOCES September 2008 - Present
Wegmans Food Markets March 2003 - September 2008
Time Warner Inc. December 2000 - August 2002
Fleet Bank June 1990 - June 2000
Education
SUNY Brockport 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
State Street Bank 2005 - 2013
Fleet Bank September 1996 - November 2005
Skills
Mutual Funds, Securities, Financial Services, Bloomberg, Equities, Fixed Income, Investments, Banking, Financial Analysis, Derivatives, Portfolio Management, Asset Management, Hedge Funds, Fund Accounting, Risk Management
Education
Suffolk University 1988 — 1990
MBA
Suffolk University 1986 — 1990
BS in Accounting and MBA
Risk Management Resource, LLC. June 2009 - Present
Banks April 1967 - June 2002
Fleet Bank January 1987 - January 2002
Skills
Commercial Lending, ALLL Analysis, Loan Administration, Risk Management, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Credit Risk, Financial Analysis, Small Business Lending, Loan Origination, Due Diligence
Education
Stonier School of Banking 1987 — 2000
Graduate degree in commercial bank management
State University of New York Empire State College 1985 — 1989
Bachelor's degree, Business Administration and Management, General
RMA School of Commercial Credit Analysis 1984 — 1985
Certificate of Advanced Commercial Creidt Analysis, Commercial Credit
ABA School of Banking at University of Oklahoma 1981 — 1983
Certificate in advanced commercial lending, Commercial Lending
Empower Federal Credit Union 2012 - Present
Consumer credit counseling service of central New York May 2008 - February 2011
Fleet Bank September 1992 - October 1997
BayBank June 1988 - June 1992
BayBank June 1986 - June 1988
Education
Stonehill College
Bachelor's degree, Finance
Bank of America February 2011 - Present
Bank of America February 2003 - February 2011
Fleet Bank January 1995 - February 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
State University of New York College at Plattsburgh 1981 — 1985
Bachelors of Science, Computer Science
State University of New York College at Plattsburgh 1981 — 1985
Bachelor's degree in Computer Science, Computer Science