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
Clearbrook Global Advisors May 2005 - Present
Clearbrook Global Advisors, LLC 2005 - 2015
Clearbrook Global Advisors, LLC 2005 - 2015
UBS 2002 - 2005
Fleet Bank 1992 - 2002
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Securities, Equities, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Management, Mutual Funds, Due Diligence, Business Development, Valuation, Wealth Management, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Investment Advisory, Asset Managment, Fund Of Funds, Emerging Markets, Equity Research, Financial Structuring, Retirement Planning
Education
Thunderbird School of Global Management 1983 — 1985
MIM, MBA, Finance, Japanese
University of Arizona 1978 — 1982
BA, Political Science, Creative Writing
Firstsource Solutions Limited August 2013 - Present
Firstsource Solutions Limited July 2005 - August 2013
Account Solutions Group July 2005 - July 2006
Bank of America June 2002 - July 2005
Fleet Bank February 2002 - June 2002
Skills
Competitive Analysis, Business Analysis, Six Sigma, Operations Management, Problem Solving, Career Counseling, Corporate Branding, Staff Training, Site Development, Supervisory Skills, Change Management, Mentoring, Accounting, Client Retention, Client Communications, Team Building, Customer Retention, Call Centers, BPO, Data Analysis, CRM, Management, Vendor Management, Customer Satisfaction, Process Improvement, Customer Service, Leadership
Education
Buffalo State College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, International Business & Business Management / Sports Admin
Hobbs Madison, Inc. 2001 - Present
HandBridge Innovators, Inc. August 2000 - 2002
Bank of America January 1998 - August 2000
Fleet Bank 1998 - 2000
Barnett Bank January 1991 - December 1997
AT&T American TransTech 1989 - 1991
Florida National Bank 1988 - 1989
Barnett Technologies 1986 - 1988
Anacomp 1982 - 1986
Skills
Strategy, Enterprise Architecture, Business Analysis, Banking, Change Management, Vendor Management, Software Development, Integration, Project Management, Banking Software, Management Consulting, Enterprise Software, Outsourcing, Strategic Planning, Program Management, SDLC, Retail Banking, Business Strategy, Business Intelligence, CIOs, Call Center Development, CIO Advisory Services, Commercial Banking, SME Banking, Investment Management, Investment Banking, Call Center Architecture, IT Investment Management, Insurance Software, Insurance, Financial Services, Strategic Technology..., CRM, IT Strategy, Management, Risk Management, Executive Management, Consulting, Process Improvement, Leadership, Business Process...
Education
University of North Florida 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1982 — 1983
Bachelor of Arts (BA), Business / Computer Sciences
University of Florida 1979 — 1982
Kforce Professonal Staffing July 2008 - Present
Kforce 2008 - Present
Wyeth August 2000 - June 2008
Fleet Bank June 1998 - June 2000
Genetics Institute March 1997 - June 1998
Beth Israel Hospital 1996 - 1997
Skills
PADI Dive Master, Technical Cave Diver, Rescue Diver, Enterprise Storage, NAS, SAN, High Performance..., File Servers, Storage Area Networks, Storage Virtualization, Storage Management, Storage Architecture, Replication, Data Migration, Project Planning, Project Management, Servers, Disaster Recovery, Databases, Storage, Cluster, Performance Tuning, Infrastructure, Data Center, Integration, System Administration
Education
University of Massachusetts Boston 1989 — 1992
Sociology, Applied Sciences, Sociology
University of Tampa 1989 — 1990
University of Georgia - Terry College of Business 1988 — 1989
Business
People's United Bank October 2003 - Present
The Community's Bank 2002 - 2003
Fleet Bank 1989 - 2002
Skills
Commercial Lending, Mortgage Lending, Financial Analysis, Banking, Lines Of Credit, Small Business Lending, Loans, Commercial Mortgages, Portfolio Management, Loan Origination, Credit, Retail Banking, Credit Analysis, Asset Based Lending, Consumer Lending, Commercial Banking, Underwriting, SBA, Credit Risk, Refinance
Education
The University of Connecticut
Finance
Somerset Hills Bank March 2011 - August 2013
Vertical Resources February 2003 - December 2003
Parent Information Center January 2002 - June 2003
Fleet Bank June 1987 - December 2001
Bank of America 2001 - 2001
Fleet 1999 - 2001
Summit Bank 1987 - 2001
Summit Bancorp 1995 - 2000
Crestmont Federal Savinga June 1987 - July 1994
Fred Koenig CPA September 1983 - June 1987
Education
Union County College 1985 — 1989
Abraham Clark High School 1980 — 1985
JEMBIZ Loans October 2012 - Present
Fairwinds Credit Union July 2007 - September 2012
POPULAR COMMUNITY BANK January 2004 - January 2007
POPULAR COMMUNITY BANK May 2004 - May 2006
JEM Financial Services, LLC March 2002 - June 2004
A Simple Mortgage Option January 2002 - January 2004
THE COMMUNITY'S BANK January 2000 - January 2002
Fleet Bank January 1994 - January 2000
BankBoston January 1994 - January 2000
CONNECTICUT DEVELOPMENT AUTHORITY January 1992 - January 1994
Skills
Investments, Mortgage Lending, Due Diligence, Real Estate, Asset Managment, Commercial Lending, Small Business Lending, SBA, Commercial Banking, Credit Analysis, Underwriting, Credit, Lines Of Credit, Strategic Planning, Credit Risk, Strategic Financial..., Risk Management, Credit Unions, Financial Risk, Negotiation, Commercial Mortgages, Cross Selling, Asset Based Lending, Loans, Strategy, Commercial Real Estate, Real Estate Financing, Financial Analysis, Business Development, Investment Properties, Mergers & Acquisitions, Banking, Loan Origination, Consumer Lending, Finance, Portfolio Management, Cash Management, Financial Services, Asset Management, Residential Mortgages, Financial Structuring, Loan Servicing, Small Business, Executive Management, Branch Banking, Retail Banking, Leadership, Mortgage Banking, Loss Mitigation, Refinance
Education
The University of Connecticut 1979 — 1983
BACHELOR'S DEGREE, GENERAL BUSINESS ADMINISTRATION
Bristol Central High School 1976 — 1979
CIGNA Healthcare 2008 - Present
Fleet Bank 1987 - 1989
University of Connecticut 1985 - 1987
Skills
Managed Care, Curriculum Design, Curriculum Development, Communication Skills, Text Editing, User Acceptance Testing, HIPAA, Leadership, Health Insurance, Team Building, Medicare, Customer Service, Training, Data Analysis, Cross-functional Team..., Insurance, Project Management, Provider Relations, Healthcare, Strategic Planning, Management, Process Improvement
Education
University of Connecticut 1985 — 1987
M.A., Education
University of Connecticut 1981 — 1985
B.S., Marketing
Property Group Partners September 2015 - Present
Property Group Partners October 2014 - Present
Property Group Partners August 2014 - October 2014
Jones Lang LaSalle May 2013 - August 2014
Liberty Medical Supply November 2011 - May 2013
Spherion February 2010 - November 2011
Illustrated Properties Real Estate, Inc - Jupiter, FL 2005 - 2009
Morgan Stanley 2003 - 2004
Fleet Bank 2002 - 2003
Skills
Management, Training, Contract Negotiation, Process Improvement, Insurance, Microsoft Office, Mergers & Acquisitions, Finance, Investments, Financial Analysis, Analysis, Invoicing, Accounts Receivable, Human Resources, Call Centers, Healthcare, Credit, Cash Flow, Loans, Medicare, Commercial Real Estate, Strategic Planning, Sales, Financial Modeling, Customer Service
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor, Finance
LCN USA August 2010 - Present
Bank of America 2006 - 2008
Fleet Bank 1998 - 2006
Skills
Retail, Budgets, Strategic Planning, New Business Development, Management, Customer Service, Forecasting, Marketing Strategy, Business Planning, Sales Management, Merchandising, Team Building, Sales, Cosmetics, Social Media Marketing, Entrepreneurship
Education
The University of Connecticut
Bachelor of Science (B.S.), Finance
University of Hartford
Master of Business Administration (MBA), Finance, General
Xavier High School
None Town ClerkTown of Windsor, CTJanuary 2006 - May 2013
Town of Windsor, CT March 2002 - January 2006
Fleet Bank 2000 - 2001
BankBoston 1990 - 2000
Fleet Bank 1984 - 1990
Skills
Economic Development, Local Government, Public Administration, Training, Fundraising, Government, Organizational..., Public Speaking, Process Improvement
Education
University of Hartford 1982 — 1984
Master's Degree, Organizational Behavior Studies
St Joseph University West Hartford CT 1980 — 1982
Bachelor's Degree, Counseling Psychology
MAPFRE Insurance July 2015 - Present
MAPFRE U.S.A. Corp. March 2014 - July 2015
MAPFRE U.S.A. Corp. November 2013 - February 2014
Citizens Bank May 2011 - November 2013
The GMarie Group March 2009 - May 2011
Bank of America September 2008 - March 2009
Bank of America April 2007 - September 2008
Bank of America 2003 - 2007
Fleet Bank 2001 - 2003
Bose Corporation 2001 - 2001
Skills
Instructional Design, Performance Consulting, Needs Analysis, Learning Management, Blended Learning, Instructor-led Training, Banking, Training Delivery, Change Management, E-Learning, Process Improvement, Team Building, Coaching, Leadership Development, Risk Management, Project Management, Performance Improvement, Program Management, Training, Workshop Facilitation, Vendor Management, ADDIE, Team Leadership, Onboarding, Relationship Management, Call Center, Financial Services, Leadership, Employee Engagement, Staff Development, Management Development, Management, Six Sigma, Hands-on Training, Organizational Learning, Consulting, Career Development, Building Relationships, Microsoft Office, Performance Management, Analysis, Talent Management, Employee Training, Organizational..., Organizational..., Executive Coaching, Succession Planning, Human Resources, Call Centers
Education
University of Hartford 1990 — 1994
BA, Politics & Government, Magna Cum Laude
St. John's Prep 1986 — 1990
KPMG August 2013 - Present
KPMG July 2012 - July 2013
KPMG Advisory Development 2007 - 2012
KPMG March 2004 - May 2007
Benjamin Consulting, LLP October 1999 - March 2003
Fleet Bank December 1994 - December 1999
Wells Fargo Bank March 1984 - December 1994
Macy's March 1980 - March 1984
Skills
IT Service Management, Public Policy, IT Outsourcing, Management Consulting, Governance, Business Process..., IT Strategy, Risk Management, Enterprise Risk..., Business Transformation, IT Audit, Change Management, Sarbanes-Oxley Act, Leadership, PMO, Strategy, Program Management, Management
Education
University of California, Santa Barbara 1978 — 1980
BS, Economics
University of California, San Diego 1976 — 1978
Bachelor of Arts (BA), Economics
WhaleRock Point partners March 2009 - Present
US Trust March 1992 - March 2009
Fleet Investment Advisors 1992 - 2005
Fleet Bank 1992 - 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Strategies, Wealth Management, Global Asset Allocation, Investment Advisory, ETFs, Portfolio Optimization, Asset Managment, Bonds, Estate Planning, Investment Management, Fly Fishing, Fishing for Striped Bass
Education
Trinity College-Hartford 1967 — 1971
B S, Psychology
Mercer Investment Management, Inc. 2005 - Present
ADVISORCENTRAL, LLC 2003 - 2005
Fleet Bank 1993 - 2002
Education
University of Dayton
Bachelor of Science (BS), Business Administration and Management, General
Berkshire Bank April 2015 - Present
Hampden Bank June 2013 - April 2015
United Bank September 2010 - June 2013
Consulting July 2010 - September 2010
Western Mass. Enterprise Fund November 2007 - June 2010
Sovereign Bank July 2006 - November 2007
TD Bank September 2000 - July 2006
First International Bank September 1998 - February 2000
Fleet Bank 1990 - 1995
BayBank 1987 - 1989
Skills
Economic Development, Compliance, Attention To Detail, Financial Analysis, Change Management, Loan Servicing, Risk Management, Commercial Lending, Portfolio Management, Cash Management, Sales, Banking, Underwriting, Cash Flow, Finance, Credit, Credit Analysis, Real Estate, Commercial Banking, Credit Risk, Business Planning
Education
University of Connecticut 1989 — 1991
MBA, Finance
Wheaton College (MA) 1979 — 1983
BA, Economics
Northfield High School 1975 — 1979
Community Mental Health Affiliates, Inc. 2013 - Present
Andrea Loftus LLC 2012 - Present
Community Health Resources 2010 - 2012
InterCommunity 2005 - 2010
CIGNA Healthcare 2000 - 2002
Fleet Bank 1994 - 2000
CIGNA Healthcare 1990 - 1994
Skills
Collaborative Leadership, Customer Satisfaction, Leadership, Negotiation, Operations Management, Project Management, Staff Management, Strategic Planning, Team Management, Psychotherapy, Mental Health, Mental Health Counseling, Motivational..., DBT, Team Building, Behavioral Health, Clinical Supervision, Case Management, Program Management, Treatment
Education
Smith College School of Social Work
Master of Social Work (MSW), Clinical Social Work
The University of Connecticut 1978 — 1982
Bachelor of Arts (BA), History
Various Professional Training
Logix Federal Credit Union February 2002 - Present
US Search.com July 2001 - October 2001
Fleet Bank 1992 - 1998
Skills
Leadership Development, Instructional Design, Organizational..., Performance Management, Workshop Facilitation, Coaching, Leadership, Human Resources, Learning Management, Instructor-led Training, Employee Engagement, Banking, Team Building, Train the Trainer, Project Management, Captivate, Employee Training, Training, Onboarding, Personnel Management
Education
University of Delaware
BA, Psychology, History
Antioch University Los Angeles
MA, Organization Management
Boston Medical Center (BMC) 2014 - Present
Boston Medical Center (BMC) 2013 - Present
Boston Medical Center October 2012 - Present
Bodyscapes Fitness April 2012 - Present
Fitcorp January 1999 - Present
Fleet Bank July 1984 - June 1999
The New England July 1983 - June 1984
Skills
Zumba, Boot Camp, Injury Prevention, Cardio Kickboxing, ACSM Certified Personal..., AFAA Certified Group..., Keiser Spinning..., Certified BTS Group..., Certified Les Mills..., Fitness, Fitness Training, Personal Training, Exercise, BodyPump, Group Power (Body..., Community Outreach, Healthcare, Nutritional Counseling, Public Health, Health Education, Public Speaking, ACSM
Education
Tufts University 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government, Sociology & Spanish (Triple Major), 3.23
Universidad de Barcelona 1982 — 1982
N/A, Spanish Studies and Culture, 3.93
University of Connecticut 2013 - Present
Knights of Columbus 2014 - 2015
University of Connecticut 2013 - 2015
University of Connecticut 2013 - 2015
Bank of America June 2010 - February 2013
MassMutual Financial Group April 2008 - October 2009
Bank of America April 2002 - November 2007
Automated Data Processing April 2000 - April 2002
Fleet Bank September 1996 - April 2000
Shawmut Bank 1991 - 1995
Skills
Call Center, Customer Service, Process Improvement, Risk Management, Banking, Risk, Operations Management, Mergers, Business Process..., Team Building, Excel, Problem Solving, Staff Development, Microsoft Excel, Leadership, Change Management, Call Centers, Management, Human Resources, Mergers & Acquisitions, Insurance, Financial Risk, Loans
Education
Bloomfield High School 1977 — 1980
University of Hartford
Masters, Business Administration
University of Hartford
Bachelors, Management
Freelance Consultancy & Training November 2003 - Present
Fleet Bank June 2002 - November 2003
JPMorgan Chase June 2000 - December 2001
European American Bank February 2000 - June 2000
Onisac International Corp. 1998 - 2000
Caravan Export Corp. 1989 - 1998
Skills
Detailed Analysis, Marketing Strategy, Program Management, Microsoft Office, Editing, Content Creation, Creative Problem Solving, Creative Development, Organizational..., Foreign Languages, Content Strategy, Analysis, Creative Direction, Bookkeeping, General Ledger, Hiring Employees, Hiring Practices, Health Insurance, Human Resources, Marketing Event Planning, Advertising, Graphic Design, Mortgage Lending, Mortgage Underwriting, Mortgage Marketing, Mortgage Insurance, Operations Management, Writing
Education
The University of Texas at Arlington 1976 — 1980
Bachelor of Fine Arts (BFA), Art History, Criticism and Conservation, Dean's List
Skoli Doksiadis, Athens, Greece 1973 — 1976
Diploma in Arch Design & Graphics, Int Arch Design & Graphic SDesign
Robert College 1970 — 1973
Citibank September 2014 - Present
Citibank, N.A. October 2009 - September 2014
Banco Popular North America January 2002 - October 2009
Fleet Bank June 1992 - December 2001
Skills
Commercial Lending, Strategic Planning, Mergers, Management, Loans, Commercial Banking, Banking, Credit, Retail Banking, Leadership, Business Development, Mergers & Acquisitions, Financial Services, Risk Management, Sales Management, Relationship Management, Credit Cards, Credit Analysis, Sales, Portfolio Management, Mortgage Lending, Cross Selling, Investments, Consumer Lending, Finance, Small Business Lending, Credit Risk, Wealth Management, Financial Risk, Loan Origination, Financial Analysis, Cash Management
Education
New York University - Leonard N. Stern School of Business
MBA, Management and Marketing
University at Buffalo
BA, Legal Studies and Communications
Patriot National Bank May 2001 - Present
Summit Bank November 1998 - April 2001
NSS Bank October 1995 - November 1998
Fleet Bank June 1992 - August 1994
Shawmut National Bank March 1987 - June 1992
Skills
Loans, Commercial Mortgages, Commercial Real Estate, Real Estate, Commercial Lending, Credit, Financial Structuring, Mortgage Lending, Underwriting, Credit Analysis, Small Business Lending, Real Estate Financing, Commercial Banking, Loan Origination
Education
University of Wisconsin-Madison
Finance, General
The University of Connecticut School of Business
Finance
Astoria Bank October 2013 - Present
HSBC February 2013 - September 2013
HSBC January 2003 - February 2013
Fleet Bank September 2002 - January 2003
BNP Paribas July 2001 - September 2002
Allied Irish Basnk January 2000 - July 2001
AIB 1982 - 1999
Skills
Banking, Credit, Credit Analysis, Finance, Loans, Financial Services, Commercial Banking, Treasury Management, Commercial Lending, Financial Analysis, Sales Management, Business Development, Credit Risk, Relationship Management, Management, Cross Selling, Analysis, Accounts Receivable, Risk Management, Small Business Lending, International Trade, Mortgage Lending, Lines Of Credit, Foreign Trade, Receivables Financing, Corporate Finance, Private Banking, Portfolio Management, Cash Management, Financial Risk
Education
University College Dublin - Smurfit Business School in conjunction with Allied Irish Bank 1998 — 1999
Business Banking Credit Training, Business and Lending solutions for different market sectors e
University College Dublin 1986 — 1990
BA, Economics and History
People's United Bank March 2004 - Present
Fleet Bank October 1999 - March 2004
CFS Bank November 1997 - October 1999
Skills
Retail, Start-ups, Fixed Annuities, Commercial Lending, Mortgage Lending, Loans, Banking, Commercial Banking, Investments, Series 63, Credit, Small Business Lending, Consumer Lending, Underwriting, Commercial Mortgages, Sales Management, Sales Presentations, Sales, Series 6, Life Insurance, Relationship Management, Loan Origination, Refinance, Retail Banking, Business Development, Financial Services, New Business Development, Mutual Funds, Customer Service, Team Building, Branch Management, Retirement Planning, Lines Of Credit, Team Leadership, Budgets, Merchant Services, Home Equity Lines of..., Cross Selling, Residential Mortgages
Education
The University of Connecticut
Bachelor of Arts (B.A.), General Studies-Finance
Cheshire High School 1987 — 1991
Rachel Gioia Associates January 1992 - Present
Fleet Bank 1989 - 1991
Bank of Boston 1987 - 1989
York Steak House January 1979 - June 1982
Skills
Real Estate, Investment Properties, Real Estate Development, Property Management, Organizing, Managment people, Problem solving, Consultation, Equestrian
Education
Trinity College-Hartford 1989 — 1992
Bachelors, Urban studies-economics
Hartford College for Women 1986 — 1989
Associates, Liberal Arts
Merrill Lynch - Global Wealth & Retirement Solutions (GWRS) 2014 - Present
Agassiz Baldwin Community 2009 - 2014
Fidelity Investments 2001 - 2014
Brattle Group - Management & financial consulting 1996 - 2000
CSC Index - Strategy & operational consulting 1992 - 1996
Fleet Bank 1991 - 1991
Bank of New England 1986 - 1991
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA
Wesleyan University
BA
ConnectOne Bank March 2015 - Present
Capital One Bank 2011 - 2014
Capital One 2009 - 2011
Capital One Bank (formerly North Fork Bank) 2002 - 2009
Citigroup 1999 - 2002
Fleet Bank 1997 - 1999
Bank Leumi 1997 - 1997
Skills
Relationship Management, Cash Management, Private Banking, Financial Services, Consumer Lending, Commercial Mortgages, Cross Selling, Mortgage Banking, Branch Banking, CRM, Credit Risk, Loan Origination, Credit Cards, Building Relationships, Customer Retention, Financial Risk, Banking, AML, Commercial Lending, Branch Management, Customer Acquisition, Business Networking, Highly detail oriented, Customer Follow-up, Self-starter, Solution Implementation, Collaborative Problem..., Cold Calling, Small Business, Mentoring Of Staff, Operational Risk, Competitive Analysis, New Business Development, Client Liaison, Manage client..., Commercial Banking, Commercial Real Estate, Business Development, Finance
Education
University of Arizona
Bachelor of Arts (BA), Psychology/Sociology
University of Arizona
Connecticut Innovations December 2013 - April 2015
Torrington Metal Products November 2000 - December 2013
The Desk Drawer, Inc. November 1995 - November 2000
Fleet Bank December 1992 - November 1995
Connecticut National Bank November 1990 - December 1992
Connecticut National Bank October 1983 - November 1990
Hartford National Bank August 1980 - October 1983
Education
University of Connecticut
Master of Business Administration (MBA), Finance & General Management
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Kent School
KLW Appraisal Group March 1995 - Present
Fleet Bank 1990 - 1994
Skills
Real Estate, Investment Properties, Sellers, Real Estate Development, Listings, Relocation, Buyer Representation, Real Estate Transactions, Property Management, Leases, Foreclosures, Investors, Brokerage
Education
University at Buffalo
BA, BS, Business, Geography
Darby Road Home, LLC May 2014 - Present
Promotion Awards January 2005 - June 2008
Fleet Bank August 1995 - January 2002
MBNA America Bank September 1988 - May 1995
Education
University of Delaware 1986 — 1991
Bachelor of Science, Political Science
Citizens Bank April 2014 - Present
Regional Business Manager January 2011 - April 2014
RBS Citizens September 1999 - January 2011
State Street Bank & Trust April 1997 - September 1999
Fleet Bank January 1995 - April 1997
Shawmut Bank September 1992 - January 1995
Skills
Loans, Banking, Commercial Banking, Portfolio Management, Loan Origination, Cross Selling, Financial Structuring, Middle Market, CRM, Small Business Lending, Credit, Commercial Lending, Commercial Mortgages, Risk Management
Education
The University of Connecticut 1987 — 1991
BA in Economics
Professional Recovery Services August 2010 - Present
2008-2010 NCO Financial Systems September 2008 - May 2010
Barclays May 2007 - August 2008
Applied Bank January 1999 - May 2007
Fleet Bank January 1998 - January 1999
MBNA America Bank January 1991 - January 1998
Southwestern Company January 1991 - September 1991
Education
Wilmington University 1993 — 1995
MBA
University of Delaware 1988 — 1993
BS
University of Connecticut December 2014 - Present
Symmetry Partners April 2007 - January 2015
Town of Glastonbury 1997 - 2009
Town of Coventry 1996 - 1998
Fleet Bank 1987 - 1996
GTE Federal Credit Union 1984 - 1985
Skills
Financial Analysis, Accounting, Management, Project Management, Visio, Customer Service, Public Speaking, Access, Microsoft Excel, Strategic Financial..., Event Planning, Microsoft Word, Microsoft Office
Education
Saint Joseph College 2011 — 2011
Certificate, Human Resources
University of Hartford 2009 — 2011
MBA, Human Resources
CCSU 1985 — 1991
BA, Economics
Cape Cod Five Trust and Asset Management February 2011 - Present
TD Bank November 2005 - February 2011
CCBT Financial Companies August 2000 - November 2005
Fleet Bank 1988 - 2000
Skills
Estate Administration, Trust Services, Estate Tax Planning, Wealth Management
Education
Trinity College-Hartford
B.A., Economics
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
Middlesex Savings Bank July 2009 - Present
Medway Lions Club September 2005 - Present
Strata Bank 2004 - 2009
Fleet Bank May 2000 - March 2004
BankBoston 1995 - 2000
Education
University of Arizona 1989 — 1995
BA, Psychology, Business
Stonier
Citibank May 2006 - Present
Fleet Bank 1999 - 2004
Fleet Bank February 1997 - June 1999
Skills
Captivate, Learning Management, E-Learning, Learning Management..., Financial Services, Call Centers, Leadership Development, Leadership
Education
University of Connecticut 1986 — 1990
Bachelors, Communications
Emeritus Senior Living September 2011 - September 2012
Monaco Center for Health January 2008 - January 2011
Home Builders Association of Hartford County September 2003 - October 2007
Healthtrax Health and Wellness Centers October 2002 - June 2003
Fleet Bank January 2001 - January 2003
Prudential Connecticut Realty January 2000 - January 2001
William Raveis Real Estate January 1995 - January 2000
Skills
Start-ups, Budgets, Marketing, Event Planning, Sales, Sales Management, Advertising, Project Planning, Office Administration, Fundraising, Leadership, Public Relations, Social Networking
Education
University of Connecticut
University of Connecticut
The Ayco Company, L.P., a Goldman Sachs Company February 2014 - Present
Milliman October 2008 - November 2013
Bank of America September 2005 - June 2008
Bank of America June 2004 - September 2005
Fleet Bank July 2001 - June 2004
Skills
Accounting, Marketing, Sales, Management, Investments, Qualified Retirement..., Risk Management, Insurance, Portfolio Management, Training, Financial Analysis, Employee Benefits, Customer Service, Banking
Education
University at Albany, SUNY 2002 — 2005
MBA, Finance/Estate Law
University at Albany, SUNY 1998 — 2001
BS, Management/Marketing
Liberty High School 1994 — 1998
Wells Fargo & Co October 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial 1999 - 2004
Fleet Bank 1999 - 2003
Fleet Boston Financial 1999 - 2003
BankBoston 1999 - 2000
Middlesex County District Attorney's Office 1995 - 1999
Choate, Hall & Stewart 1992 - 1995
Civil Litigation & Criminal Defense 1986 - 1991
Education
The University of British Columbia 1983 — 1986
JD
The University of British Columbia 1978 — 1983
B.Comm.
West Vancouver Secondary School 1976 — 1978
Maranacook Community High School September 1999 - Present
Maranacook Community High School September 1999 - Present
Maranacook Area Schools Association June 1999 - Present
Gardiner Area High School September 1989 - June 1992
Fleet Bank 1981 - 1987
Skills
Curriculum Design, Educational Technology, Classroom Instruction, Teaching, g, Graphic Design, Editing, Copy Editing, Advertising Copy, Resume Writing, Writing, Classroom, Yearbook, Copywriting, Leadership Development, Higher Education, Curriculum Development, Public Speaking, Program Development, Tutoring, Management, Fundraising, Coaching, Staff Development, Leadership
Education
Thomas College 2007 — 2009
MS Computer Technology in Education, Education
University of Maine at Machias 1988 — 1989
Bachelors, Business Education
Gardiner High School
IBM January 2014 - Present
IBM July 2011 - December 2013
IBM October 2010 - July 2011
MEFA January 1997 - October 2010
State of Connecticut Department of Information Technology 2000 - 2004
State of Connecticut Department Of Children & Families 1998 - 2002
Beverage Distributors 2000 - 2001
Fleet Bank January 1997 - January 2000
Blue Cross and Blue Shield 1997 - 2000
AMS 1996 - 1998
Skills
Finance, Life Insurance, Cloud Computing, Websphere, SaaS, Enterprise Architecture, Enterprise Software, Healthcare
Education
University of Hartford 1992 — 1996
MBA
Western New England University 1982 — 1986
BSBA, Computer Information Systems
Southington High School 1978 — 1984
IBM Global Services October 2002 - Present
PwC Consulting May 1998 - October 2002
Buck Consultants August 1994 - May 1998
KPMG Peat Marwick April 1992 - August 1994
Fleet Bank November 1990 - March 1992
Skills
Business Analysis, Cognos, Business Process, Microsoft Office, Visio, PowerPoint, Requirements Analysis, Management Consulting, Business Process..., IT Strategy, SDLC, Process Improvement, Leadership, Management, Business Process Design, Consulting, Strategy
Education
Union College 1986 — 1990
Bachelor of Science (BS)
Amity
ESPN March 2013 - Present
ESPN April 2008 - Present
ESPN October 2011 - August 2012
ESPN April 2008 - March 2011
ESPN Human Resources March 2009 - 2010
ESPN International April 2008 - October 2008
Webster Bank December 2006 - March 2008
Environmental Coalition for Justice June 2000 - April 2007
Entravision Communications April 2001 - May 2006
Fleet Bank June 1999 - April 2001
Skills
Spanish, Administrative Support, Administrative..., Microsoft Office, Event Management, Event Planning, Human Resources, Management, Training, Advertising, Data Entry, Social Networking, Television, Social Media, Editing, Fundraising, Public Relations, Process Scheduler, Outlook, Facebook, Blogging, Public Speaking, Broadcast, Radio, Press Releases, Final Cut Pro, Video Production, Journalism, Video Editing, Copywriting, Video, Social Media Marketing, Broadcast Television, Media Relations, Radio Broadcasting, New Media, Voice Over, Broadcast Journalism, Media Production, Digital Media, News Writing, Administrative...
Education
The University of Connecticut 2007 — 2010
Bachelor, General Studies; Corporate and Organizational Studies
University of Connecticut 2006 — 2010
Corporation Studies, Human Resourses
Capital Community College 2002 — 2004
Liberal ArtsAssociates Degree, Liberal Arts
Capital Community Technical College 2002 — 2004
Center Idioms de la Universidad del Pacifico 1992 — 1993
Vocational TrainingAndres Bello Academy 1979 — 1980
State Street Bank December 2013 - Present
TAB Consultants September 2013 - October 2013
LeapFrogTrading, LLC February 2003 - March 2013
Fleet Bank 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1996
Bank of Boston 1990 - 1994
Skills
Algorithmic Trading..., Futures Trading, Forex Trading, Derivatives, Fund Administration, Capital Markets, Portfolio Management, Strategic Planning, Negotiation, Banking, Risk Management, Credit Risk, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Commercial Lending, Assets Recovery, Foreign Exchange, Financial Services, Strategy
Education
The University of Queensland 1977 — 1984
MBA, Finance
Cap Com Federal Credit Union January 2014 - Present
CAP COM Federal Credit Union November 2013 - January 2014
Bank of America April 2011 - August 2013
Bank of America April 2011 - August 2013
Bank of America January 2005 - April 2011
Bank of America April 2004 - January 2005
Fleetboston Financial Group January 2002 - April 2004
Fleet Bank January 2000 - January 2002
Fleet Bank January 1999 - January 2000
Fleet Bank April 1998 - January 1999
Skills
Project Management, Vendor Management, Strategic Leadership, Technical Leadership, Communication Skills, Product Development, Staff Development, Cost Management, Large Budget Management, IT Operations Management, IT Infrastructure..., Computer Network..., Data Center..., Team Mentoring, IT Operations, Team Leadership, Team Building, Leadership, Six Sigma, Infrastructure, Project Portfolio..., Strategy, IT Management, IT Strategy, Risk Management, Disaster Recovery, Management, SDLC, Banking, Enterprise Software, Business Continuity, Integration, Enterprise Architecture, Data Center, Information Technology, Business Analysis, Governance, IT Service Management, ITIL, Outsourcing, PMP, Architectures, Cloud Computing, Business Process, Program Management, Operations Management, Process Improvement
Education
The Sage Colleges - Russell Sage College 1996 — 2001
Bachelor of Science (BS), Computer and Information Sciences, General, Summa Cum Laude
Junior College of Albany 1982 — 1985
Associate of Science (AS), Computer Science
LaSalle Institute
St Teresa of Avila
Al Filippone Associates November 2014 - Present
Weichert, Realtors 2013 - November 2014
Joyce Matz Associates September 2012 - August 2014
Tauck World Discovery 2009 - 2012
Tauck World Discovery 2000 - 2009
North Common Associates 1997 - 2000
Connecticut Public Broadcasting 1993 - 1997
Fleet Bank 1980 - 1993
Skills
Customer Service, Event Management, Management, Strategic Planning, Travel Management, Mentoring, Goal-driven leader, Hands-on leader, Call Center..., Pressure Handling, Incident Handling, Organizational Vision, Organizational Diagnosis, Recruiting, Hospitality, Human Resources, Customer Acquisition, Direct Marketing, Marketing Strategy, Online Marketing, Tourism, Marketing Communications, Leisure Travel, Online Advertising, Leisure, Event Planning, Travel Planning, Business Travel, Email Marketing, Nonprofits, Trade Shows, Hotels, E-commerce, Tour Operators, Public Relations, Sales, B2B, Marketing, Budgets, Hospitality Industry, Strategy, Sales Management, Media Relations, Strategic Partnerships, Troubleshooting, Training, Real Estate, Property Management, Real Estate Transactions, Leadership
Education
University of Connecticut 1975 — 1979
BA, Economics
Elsie Encarnacion Insurance and Financial Services Inc. January 2008 - Present
Capital Mortgage January 2005 - Present
ACM Mortgage Services March 2004 - Present
The Mortgage Store of Connecticut March 2001 - Present
AM Mortgage Services,LLC January 2000 - Present
Wells Fargo Home Mortgage January 2000 - May 2005
Fleet Bank July 2003 - March 2004
Wells Fargo Home Mortgage December 2001 - May 2003
refinancing loans January 2000 - November 2001
Enthone OMI January 1999 - January 2000
Education
The University of Connecticut School of Business 2010 — 2012
Finance, Accounting
University of Phoenix 2010 — 2012
Business Administration and Management, General
University of Phoenix
High School, Business Administration; Finance; Vocational curriculum; auto mechanics
Scott W. Replogle August 2002 - Present
Fleet Bank February 1999 - July 2002
Education
The University of Connecticut School of Business 1982 — 1986
B.S., Business Administration
Cognizant Technology Solutions June 2010 - Present
Tata Consultancy Services 2006 - 2010
Unisys 2005 - 2006
The Other Woman 2000 - 2005
Fleet Bank 1999 - 2000
Wells Fargo 1998 - 1999
Charles Schwab 1996 - 1998
Lord, Dentsu & Partners 1994 - 1996
Brainstorm 1991 - 1994
Time Warner Inc. 1987 - 1991
Skills
Business Intelligence, Business Process, IT Strategy, Requirements Analysis, Management Consulting, Enterprise Architecture, Business Process Design, Business Analysis, Pre-sales, SaaS, Management, Engagement Management, Cloud Computing, CRM, Enterprise Software, Program Management
Education
UCSD 1974 — 1978
Bachelor's degree, Sociology
Akana, Inc November 2014 - Present
The Walt Disney Company August 2002 - September 2014
Software Resources September 1997 - August 2002
GE December 1991 - June 1997
Fleet Bank October 1985 - December 1991
Skills
Technology Architecture, Solution Architecture, Application Architecture, VMware Infrastructure, Database Design, Software Modeling, Technical Instruction, Technical Writing, Written & Oral..., Client Presentation, ITIL v3 Foundations..., TOGAF, JavaSE, .NET, .NET Compact Framework, SOA, Databases, Consulting, Architecture, Software Documentation, Data Center, Technical Leadership, SDLC, Enterprise Architecture, Vendor Management, Integration, IT Strategy, SharePoint, Business Analysis
Education
State University of New York at Albany 1981 — 1985
Bachelor of Science (BSc), Economics / Computer Science
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Self-employed February 1993 - Present
Joe Milanese Realty February 1993 - Present
Fleet Bank 1990 - 1993
Skills
Real Estate
Education
State University of New York at Albany
Bachelor's Degree, Business Administration and Management, General
M&T Bank January 1999 - Present
Fleet Bank January 1997 - January 1999
Fleet Bank July 1992 - January 1997
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Small Business Lending, Credit Risk, Consumer Lending, Portfolio Management, Financial Analysis, Mortgage Lending, Retail Banking
Education
University of Notre Dame 1986 — 1990
Bachelors of Business Administration, Finance
SUNY at Buffalo 1992 — 1994
Masters of Business Administration, Finance
Investors Bank August 2015 - Present
TD Bank Group December 2007 - August 2015
Bank of America May 2004 - December 2007
Fleet Bank March 2001 - May 2004
Skills
Retail Banking, Credit, Commercial Banking, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Relationship Management, Lines Of Credit, Cross Selling, Banking, Coaching, Branch Management, Mortgage Lending, Branch Banking
Education
Fairleigh Dickinson University-Florham Campus
Bachelor's Degree, Finance & Economics
Union County College
Associate in Arts, Business
The Norman Group October 2013 - Present
JPMorgan Chase August 2006 - October 2013
JP Morgan Chase July 2002 - July 2006
Fleet Bank November 1999 - July 2002
Skills
Business Requirements, Requirements Gathering, Process Improvement, Banking, Trade Finance, Risk Management, Letters of Credit, Business Analysis, SDLC, Payments, Credit, PMO, Requirements Analysis, SWIFT payments, Business Process..., Financial Analysis, International Trade, Retail Banking, Vendor Management, SWIFT Payments
Education
University of Florida
BA, History
Connecticut Children's Medical Center Foundation July 2014 - Present
Saint Francis Foundation October 2010 - July 2014
Charter Oak Health Center 2009 - 2010
The Village for Families & Children 2007 - 2008
University of Hartford 2005 - 2007
MasterCard 1999 - 2004
United Negro College Fund 1996 - 1998
Trinity College - Hartford 1991 - 1996
Fleet Bank 1985 - 1991
Skills
Corporate Communications, Integrated Marketing, Strategic Planning, Strategic Communications, Strategic Partnerships, Strategy, Marketing Communications, Media Relations, Public Relations, Marketing Strategy, Direct Marketing, Fundraising, Digital Marketing, Marketing, Event Management, Social Media Marketing, Event Planning, Product Marketing, Leadership, Management, Business Development, Brand Development, Social Media, Thought Leadership
Education
Trinity College-Hartford
Bachelor's Degree, Political Science
Celent June 2015 - Present
MuleSoft Inc May 2014 - May 2015
OpenText GXS September 2010 - May 2014
Aerotek Professional Services 2010 - 2010
TowerGroup 2006 - 2009
S1 Corporation 2003 - 2006
Fleet Bank 2000 - 2003
Fleet Bank 1995 - 1999
Skills
Payments, Financial Services, Cash Management, Product Management, Product Marketing, Transaction Banking, Transaction Services, Industry Research, Industry Analysis, Commercial Lending, Financial Transactions, Internet Banking, Competitive Analysis, Business Development, Banking, Strategy, Marketing, Go-to-market Strategy, Strategic Partnerships, Analysis, Electronic Payments, Business Analysis, Business Strategy, E-payments, Transaction Processing, E-commerce, SaaS, Sales Process, Start-ups, Consulting, Product Development, Strategic Planning, Segmentation, Treasury Management, Transactional Banking, Corporate Blogging, Certified Treasury..., SWIFTNet, Enterprise Software, Credit Cards, Risk Management, Leadership, Analytics, Project Management, Pricing, Cross-functional Team..., Sales, Executive Management, Solution Selling, Professional Services
Education
Association for Financial Professionals 2005 — 2005
CTP, Certified Treasury Professional
Yale University - Yale School of Management 1986 — 1988
MBA, Business Administration
University at Albany, SUNY 1980 — 1984
BS, Business Administration
Niskayuna High School
Diploma, Regents Diploma
Bank of America Merrill Lynch August 2009 - Present
Bank of America April 2004 - August 2009
Fleet Bank April 1993 - April 2004
Garden Way Manufacturing March 1990 - April 1993
Skills
IT Strategy, IT Management, Software Project..., Banking, Business Analysis, Business Intelligence, Business Management, Business Objects, Microstrategy, SQL, Vendor Management, Budgeting, Contract Negotiation, Documentation, Data Analysis, Knowledge Management, Outsourcing, Problem Solving, Teaching, Microsoft SQL Server, Data Integration, Data Quality, Cognos, Management, Project Management, Databases
Education
SUNY Albany
Bachelor of Science (BS), Economics
General Motors 2015 - Present
United Shore 2013 - 2015
William Raveis Mortgage 2011 - 2013
Pittsburgh Pirates 2008 - 2011
KPMG 2007 - 2008
Various 2000 - 2005
Fleet Bank 1999 - 2000
New York Yankees 1996 - 1998
Skills
Sales, Contract Negotiation, Marketing, Financial Analysis, International Sales, Team Leadership, Mortgage Banking, Coaching, Cross-cultural
Education
Thunderbird School of Global Management 2006 — 2007
MBA, Global Finance
Williams College 1992 — 1996
BA, Economics
Brookline HS
Mercer July 2010 - December 2013
Bank of America August 2001 - July 2009
PFPC November 2000 - June 2001
Benefits Access September 2000 - November 2000
MassMutual Financial Group May 2000 - September 2000
Fidelity Investments January 1999 - May 2000
Fleet Bank September 1995 - December 1998
State Mutual Insurance Company 1988 - 1990
Aetna Life Insurance Company 1980 - 1983
Skills
Human Resources, Retirement, Employee Benefits, Defined Benefit, Pensions, Investments, Defined Contribution, Outsourcing, Life Insurance, Auditing, Call Centers, Training, Offshoring, Process Improvement, Vendor Management, Pension Administration, Microsoft Office..., Client Services, Project Management, Financial Services, Analysis, Leadership, Benefits Administration, Management, Consulting
Education
University of Connecticut 1975 — 1979
BA, English
Terragon, Environment Technologies June 2007 - Present
Terragon Environmental Technologies June 2007 - Present
Deritec January 2006 - June 2007
Fleet Bank April 1999 - 2005
Skills
Sustainability, Strategic Planning, Office Administration, Microsoft Excel, Microsoft Word, Human Resources, Process Improvement, Customer Oriented, Project Management, Environmental Awareness, Management, Public Relations, Business Strategy, Training, Analysis, Business Planning
Education
SHADD Business Centre 2003 — 2005
Accounting Diploma, Accounting
University of Hartford 1994 — 1996
Adminstration Diploma, Business Administration and Management, General
Riverside Management Group November 2014 - Present
FBR April 2011 - May 2014
AIB July 2007 - April 2011
Robeco January 2006 - July 2007
Guardian Life May 2000 - October 2005
BHF Capital April 1999 - April 2000
Fleet Bank July 1997 - March 1999
Skills
Portfolio Management, High Yield Bonds, Distressed Debt, Fixed Income Analysis, Financial Modeling, Credit Trading, Asset Management, Loans, Investments, Bonds, Series 7, Series 24, Series 63, High Yield, Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (MBA), Finance
New York Institue of Finance
Mergers & Acquisitions Modeling
Fleet Bank
Credit Training Program
Tufts University 1992 — 1996
BS, Economics
McKesson (Sterling Medical Services) December 2013 - Present
EVRAZ North America July 2013 - October 2013
The American Belt Company 2003 - 2013
Fleet Bank December 2001 - July 2002
FUCHS HOLDING INDUSTRIES February 1994 - February 2001
UNITED TRADING COMPANY (Fruit Exporting Holding Co – Santiago/Philadelphia) September 1985 - March 1994
Skills
English & Spanish..., Data Center, Active Directory, Windows Server, Servers, Databases, Unix, Disaster Recovery
Education
Universidad de Chile 1977 — 1981
Bachelor's degree, Computer Science, Software Engineer
Universidad Tecnica INACAP 1998 — 1998
Diplomate, Automation Engineer Technology/Technician
Fair Winds Strategies January 2014 - Present
Prime Commercial Lending August 2012 - Present
Macklin & Co. LLC January 2012 - Present
Cleinman Performance Partners, Inc. June 2011 - January 2012
Legacy Banks July 2010 - June 2011
HSBC Bank, USA December 2000 - June 2010
Global Business Network 2001 - 2002
Fleet Bank April 1999 - December 2000
Spectron Inc. DBA EyeWorld February 1994 - January 1999
Empire Blue Cross Blue Shield February 1991 - February 1994
Skills
Sales Management, Commercial Banking, Strategic Planning, Business Development, New Business Development, Risk Management
Education
SUNY Albany
BA, English Lit
SUNY Albany
MA, MBA, English Lit., Marketing/Operations Mgmt.
State Farm Insurance Companies 2002 - Present
Fleet Bank 2000 - 2002
DeLage Landen 1998 - 2000
Upstate Bank 1992 - 1998
Affirmative Leasing Corporation 1987 - 1992
Affirmative Leasing Corporation 1987 - 1992
Entre' Computer Center 1982 - 1984
Skills
Sales, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Small Business, Umbrella Insurance, Disability Insurance, Fixed Annuities, Commercial Insurance, Whole Life, Loans, General Insurance, Health Insurance, Homeowners, Relationship Building, Business Planning, Business Strategy, New Business Development, Commercial Leasing, Commercial Lending, Sales Management, Sales Operations
Education
University at Buffalo 1986 — 1992
BS, MS, Education, Business, Information Systems Management
sweet home
Regents diploma
First Niagara Bank December 2008 - Present
Perfect Blend Espresso Bar and Cafe April 2003 - October 2008
Fleet Bank January 1999 - December 2002
Fleet Bank January 1994 - January 1999
Fleet Bank 1993 - 1994
KeyBank 1991 - 1993
Chase 1986 - 1991
Skills
Banking, Commercial Lending, Financial Services, Building Relationships, Analytical Skills, Problem Solving, Crisis Management, Multi Tasking, Listening to customers, Persistence, Follow-through Skills, Loans, Credit, Commercial Banking, Finance, Leadership, Cash Management, Investments, Management, Treasury Management, Portfolio Management, Retail Banking, Business Development, Credit Analysis, Risk Management, Financial Analysis, Insurance, Start-ups, Mortgage Lending, Sales, Entrepreneurship, CRM, SBA, Business Planning, Wealth Management, Small Business, Capital Markets, Relationship Management, Commercial Mortgages, Negotiation
Education
Mahoney Performance Institute Leadership Development Program 2011 — 2011
Tech Valley Capital Leadership Program 2001 — 2001
Cannon Trust I, II and III 2000 — 2001
Key Bank Commercial Lending School Program 1992 — 1992
Commercial Lending Diploma New York University 1984 — 1985
University at Albany 1979 — 1981
B.S., Business Administration - Major: Management
Rexer Analytics January 2002 - Present
Digitas June 2002 - June 2003
Painted Word June 2000 - January 2002
Customer Analytics January 2000 - May 2000
Fleet Bank June 1997 - December 1999
Bank of Boston August 1995 - June 1997
Holy Cross September 1994 - August 1995
Skills
Data Mining, Pattern Recognition, Statistical Inference, Customer Lifecycle..., Predictive Modeling, Logistic Regression, Decision Trees, Hypothesis Testing, SPSS, Statistics, Segmentation, Forecasting, Analytics, Statistical Modeling, Data Analysis, Business Analytics, Data Visualization, Quantitative Research, Market Research, Database Marketing, Predictive Analytics, Text Mining, Customer Insight, Text Analytics, Oracle Data Mining, Customer Analysis, SAS, Data Warehousing, Data Science, Customer Retention, Strategy, Direct Marketing, Survey Research, Marketing Analytics, Quantitative Analytics, Survey Design, Big Data, Analysis, Entrepreneurship, Consumer Behaviour, Competitive Intelligence, ROMI, Thought Leadership, Business Insights, Consulting, Go-to-market Strategy, Strategic Consulting, R, Natural Language..., CRM
Education
University of Connecticut 1988 — 1993
PhD
The Ohio State University 1982 — 1986
Bachelor of Arts (BA)
World Trade Financial Group July 2013 - July 2014
East West Bank October 2012 - May 2013
Marcus & Millichap August 2012 - October 2012
Citibank November 2010 - February 2012
Deutsche Bank June 2008 - August 2008
CapitalSource June 2002 - March 2007
Credit Suisse March 2000 - March 2002
Fleet Bank January 1999 - January 2000
Skills
Debt, Investment Banking, Banking, Real Estate, Financial Modeling, Corporate Finance, Valuation, Private Equity, Due Diligence, Financial Analysis, Risk Management, Leveraged Finance, Credit Analysis, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance & Global Business
Tufts University 1994 — 1998
BA, International Relations
Brown Wealth Management May 2001 - Present
Deloitte August 1999 - May 2001
US Bank December 1995 - September 1997
Fleet Bank 1988 - 1995
Skills
Financial Planning, Wealth Management, Retirement, Retirement Planning, Estate Planning, Investment Advisory, Investments, Asset Management, Portfolio Management, Investment Management, Holistic Financial..., Strategic Financial..., Financial Services, Wealth, Finance
Education
University of Minnesota - Carlson School of Management 1998 — 1999
MBA - Masters of Business Administration, Investment Management & Corporate Strategy
University of Colorado Colorado Springs 1983 — 1988
BS - Bachelors of Science, Finance, Accounting
Citizens Commercial Banking January 2008 - Present
State Street November 2004 - January 2008
Bank of America December 2003 - November 2004
Fleet Bank June 2000 - December 2003
Skills
Financial Risk, Risk Management, Banking, Financial Analysis, Operational Risk..., Credit, Internal Audit, Operational Risk, Financial Services, Credit Analysis, Sarbanes-Oxley Act, Credit Risk, AML, Auditing, Internal Controls, Enterprise Risk..., Loans, Commercial Lending, Commercial Banking, Portfolio Management, Retail Banking, Treasury Management
Education
University of Connecticut 1996 — 2000
BS, Finance
BB&T September 2014 - Present
IPUG October 2002 - Present
State Street Bank December 2007 - August 2014
Investors Bank & Trust September 2005 - November 2007
Bank of America April 2004 - August 2005
Fleet Bank October 1996 - April 2004
Aquidneck Management Associates October 1991 - October 1996
Aquidneck Data Corporation June 1985 - October 1991
Skills
Program Management, Process Improvement, Software Documentation, Unix, Payments, SWIFT payments, Databases, SDLC, COBOL, Business Analysis, Requirements Analysis, Vendor Management, Risk Management, Software Project..., Banking
Education
Sotheastern Massachusetts University 1983 — 1985
BS, Computer Science
University of Florida 1981 — 1983
BS, Astronomy
Insurity June 2001 - Present
AppNet February 2000 - May 2001
Fleet Bank March 1996 - January 1997
Skills
SDLC, Agile Methodologies, Microsoft SQL Server, VB.NET, Software Development, .NET, ASP.NET, Scrum, SQL, Web Services, SharePoint, XML, Requirements Gathering, SOA
Education
The University of Connecticut 1996 — 1999
Bachelor of Arts (B.A.), Management Information Systems and Services
Dealertrack Technologies RTS - Groton June 2013 - Present
Dealertrack Technologies RTS - Groton April 2010 - June 2013
Fiserv July 2007 - March 2010
Mortgage Lenders Network October 2004 - January 2007
Fleet Bank October 2000 - September 2004
Skills
User Experience, User-centered Design, User Interface Design, User Experience Design, Business Analysis, Visio, Integration, Requirements Gathering, SharePoint, Requirements Analysis, Microsoft Excel, SDLC, Process Improvement, Quality Assurance, Banking, Software Project..., Software Documentation
Education
University of Hartford 1992 — 1996
BA, Communications
Pfizer September 2014 - Present
PPD April 2014 - September 2014
UBC - An Express Scripts Company December 2013 - February 2014
Amgen September 2012 - October 2013
Bristol-Myers Squibb, Princeton, New Jersey June 2011 - July 2012
Boehringer Ingelheim Pharmaceuticals May 2008 - August 2011
Boehringer Ingelheim May 2008 - May 2011
Pfizer Inc. (PGRD) May 2000 - April 2008
Fleet Bank August 1999 - March 2000
Education
University of Greenwich 1989 — 1993
BSc., Computer Science
Mfantsipim
other
Santander Bank, N.A. 2002 - Present
Fleet Bank October 1994 - July 2001
Skills
Loans, Bankruptcy, Commercial Lending, Credit, Asset Based Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Commercial Mortgages, Lines Of Credit, Consumer Lending, Middle Market, Credit Risk, Banking, Financial Analysis, Construction Loans
Education
Thomas Edison State College 1998 — 2003
Oracle Channel ManagerOracle USA2005 - Present
Fleet Bank 2000 - 2005
Skills
Solution Selling, Enterprise Software, Cloud Computing, SaaS, Partner Management
Education
The University of Georgia 1992 — 1996
BA, Economics
U.S. Trust, Bank of America Private Wealth Management May 2006 - Present
Wachovia Bank May 1996 - April 2006
Fleet Bank January 1989 - May 1996
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Management, Wealth Management..., Investment Strategies, Portfolio Management, Asset Managment, Fixed Income, Hedge Funds, Investment Advisory, Investments, Equities, Bonds, Estate Planning, Strategic Financial..., Trust Management, Mutual Funds, Bloomberg
Education
American Bankers Association 1993 — 1994
Trust & Estate
CFA Institute
CFA, Certified Financial Analyst Designation
The University of Connecticut School of Business 1982 — 1986
BS, Finance
Countrywide Home Loans InstructorGSRBM1986 - Present
Fleet Bank 1995 - 2000
FleetBoston Financial 1990 - 1996
Education
University of Hawaii - Shidler College of Business 1972 — 1975
Outsourced Risk Management Solutions LLC (ORMS) October 2009 - Present
Environmental Data Resources 2005 - October 2009
EDR 2005 - 2009
Environmental Data Resources 2005 - 2007
marsh 2002 - 2005
Fleet Bank 2000 - 2002
Travelers 1993 - 2000
Skills
Environmental Risk..., Marketing Strategy, Business Strategy, Business Development, Relationship Management, Strategic Planning, Public Speaking, Product Development, Network Development, Sales, Financial Services, Restructuring, Due Diligence, Risk Management, Commercial Real Estate, New Business Development, Contract Negotiation, Real Estate, Environmental Risk, Environmental Awareness, Management, Underwriting, Remediation, Strategic Partnerships, Portfolio Management, Finance, Selling, Competitive Analysis, CRM, Leadership, Insurance, Program Management, Banking
Education
University of Connecticut 1995 — 1999
MBA, Finance
Worcester Polytechnic Institute 1989 — 1993
BS, Civil/Environmental
mount saint charles
Webster Bank March 2015 - Present
Webster Bank January 2014 - March 2015
Webster Bank June 2002 - December 2013
Fleet Bank 1993 - 2002
Skills
Banking
Education
The University of Connecticut School of Business 1995 — 2000
Master of Business Administration (M.B.A.)
University of Connecticut 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
KPMG LLP March 2010 - Present
LECG, LLC February 2009 - March 2010
Advanta Bank Corp. July 2003 - 2009
Fleet Bank 2000 - 2002
Bank of America 1995 - 2000
Federated Department Stores 1984 - 1995
Federated Department Stores - FACS Group 1989 - 1991
Abraham & Straus 1984 - 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
University at Buffalo 1975 — 1979
BA
Ingram Micro April 1993 - Present
Fleet Bank 1991 - 1993
Bridge Asset Management 1990 - 1991
Empire of America FSB 1987 - 1990
Skills
Solution Selling, Channel, Managed Services, Channel Partners, Cloud Computing, Resellers, Channel Sales, Account Management, Business Development, Business Alliances, New Business Development, Salesforce.com, Strategic Partnerships, Lead Generation, Program Development, Program Management, Vendor Relationships
Education
SUNY at Buffalo
Fleet Bank Director of Information Technology and Strategic DevelopmentLexington CeterJune 1991 - June 1996
Skills
Process Improvement, Project Planning, Integration, SDLC, Program Management, PMP, Leadership, Vendor Management, Business Analysis, Contract Negotiation, Business Strategy, Project Management, Information Technology, Team Building, Software Project...
Education
Bryant College 1999 — 1999
MS, Advanced Project Management
Cobleskill
Union College
BS/ CS, Computer Science / Economics
University at Albany, SUNY
MBA, Finance
TD February 2010 - November 2011
Hart Sachs Capital Partners March 2009 - February 2010
Morgan Stanley October 2006 - July 2008
Natexis Bleichroeder September 1996 - October 2006
Fleet Bank November 1992 - August 1996
Skills
Fixed Income, Portfolio Management, Corporate Finance, Investments, Asset Management, Structured Finance, Finance, Financial Analysis, Trading, Due Diligence
Education
State University of New York at Albany 1988 — 1992
AvantGarde Payment Solutions, LLC 2012 - Present
Bank of America 2004 - 2012
Fleet Bank 1995 - 2004
Fleet Bank 1988 - 1995
Skills
Payments, ACH, Retail Banking, Banking, Treasury Management, Cash Management, Operations Management, Electronic Payments, Operational Risk, Business Process..., Float, Business Relationship..., Credit Cards, Check 21, Commercial Banking, Financial Institutions, Payment Systems, Risk Management, Financial Services, Vendor Management, Relationship Management, Management, AML, Credit, Business Analysis, Financial Risk, Portfolio Management, Operational Risk..., Credit Risk, Commercial Lending, Consumer Lending, Executive Management
Education
University of Hartford
B.S., Business Administration, Management and Operations
Vanderbilt University
Windward Investment Management January 2009 - Present
Eastern Yacht Club 1988 - 2009
Royal Bank of Scotland Group June 2004 - October 2007
Fleet Bank June 1982 - April 2004
FleetBoston Financial 2001 - 2004
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Private Equity, Investment Management, Wealth Management, Valuation, Hedge Funds, Derivatives, Investment Strategies, Equity Research, Venture Capital, Mutual Funds, Financial Markets, Financial Services, Investment Advisory, Financial Modeling, Investor Relations, Emerging Markets, Bloomberg, Investment Banking, Structured Finance, Hedging, Securities, Series 7, Series 63, Due Diligence, Mergers & Acquisitions, Corporate Finance, Trading, M&A experience, Financial Risk, Leveraged Finance, Corporate Development, Credit Analysis, Credit Risk, Financial Structuring, Quantitative Analytics, Securities Regulation, Relationship Management
Education
Tufts University 1976 — 1981
Banking and Fundraising Experience April 2013 - Present
Union College 1987 - Present
Bentley University 2010 - March 2013
JPMorgan 2007 - 2009
Sovereign Bank 2006 - 2007
Bank of America / FleetBoston Financial 2000 - 2005
Isabella Stewart Gardner Museum 1990 - 2005
Citizens Bank / State Street Bank and Trust Company 1995 - 2000
Shawmut Bank 1993 - 1995
Fleet Bank 1990 - 1993
Skills
Banking, Alumni Relations, Gift Planning, Sales, Relationship Management, Credit Analysis, Fundraising, Portfolio Management, Finance, Credit, Stewardship, Commercial Banking, Annual Fund, Philanthropy, Higher Education, Credit Risk, New Business Development, High Net Worth..., Mergers & Acquisitions, Commercial Lending, Investments, Wealth Management, Business Development, Loans, Management, Leadership, CRM, Financial Risk, Analysis, Volunteer Management, Executive Management, Event Planning, Real Estate, Accounting, Financial Services, Financial Reporting, Strategic Financial..., Financial Analysis, Private Equity, Due Diligence, Planned Giving, Annual Giving, Financial Modeling, Risk Management
Education
Union College 1981 — 1985
Bachelor of Arts (BA), Political Science
Newton South High School 1978 — 1981
Chelsea Groton Bank July 2013 - Present
Simsbury Bank October 2009 - July 2013
Webster Bank July 2000 - October 2009
Concentrex 1996 - 2000
Centerbank Mortgage 1995 - 1996
Fleet Bank 1988 - 1995
Ernst & Young 1982 - 1988
Skills
Finance, Loans, Mortgage Lending, Banking, Credit, Credit Analysis, Underwriting, Mortgage Banking, Loan Origination, Credit Risk, Consumer Lending, Portfolio Management, Residential Mortgages, Financial Analysis, Financial Services, Leadership
Education
The University of Connecticut 1978 — 1982
BS
State of Connecticut CPA Certification 1986 — 1986
CPA
Mortgage Bankers Association of America 1988 — 1990
2 Year Study
Ridgefield High School 1974 — 1978
Ballston Spa National Bank September 2007 - July 2011
Capital One/GreenPoint Mortgage 2005 - 2007
HSBC Mortgage Services September 2004 - November 2005
Fleet Bank October 1996 - September 2004
Skills
Portfolio Management, Loans, Credit Analysis, Mortgage Lending, Credit, Financial Services, Underwriting, Commercial Lending, Risk Management, Banking, New Business Development, Loan Origination, Finance, Mortgage Banking, Commercial Banking, Financial Structuring, Retail Banking
Education
Union College 1990 — 1994
BS, Mathematics / Economics
KeyBank 1999 - Present
CDPHP 2001 - 2002
NearMe, Inc. (mforma) 2000 - 2001
Fleet Bank 1997 - 1999
NYISO 1997 - 1998
nys thruway 1992 - 1996
NYS Division of Parole 1987 - 1988
Education
College of St Rose 1979 — 1980
MS, Management
University at Albany, SUNY 1974 — 1979
University of Connecticut Health Center 2008 - Present
The Hartford 2004 - 2008
Fleet Bank October 2000 - February 2004
Bank of America 2004 - 2004
University of Connecticut School of Law August 1998 - October 2000
University of Connecticut September 1996 - August 1998
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Team Leadership, Disaster Recovery, IT Management, Integration, Visio, SharePoint
Education
University of Connecticut 1996 — 2003
University of Minnesota-Twin Cities
The Hartford Insurance Group Customer Care RepresentativeThe Hartford Insurance GroupJuly 2003 - June 2004
Bank of America 1996 - 2004
Manpower 1996 - 2002
Summit National Bank 1996 - 2002
Fleet bank 1996 - 2002
infonxx 1996 - 2002
inteistaf 1996 - 2002
intelistaf 1996 - 2002
Fleet Bank/Summit Bank June 1997 - September 2001
Manpower March 1996 - June 2001
Education
University of Delaware 1976 — 1981
Bachelor of Arts, Journalism/Public Relations
University of Wisconsin-Madison 1974 — 1976
Business, Black American Studies
Wells Fargo April 2014 - Present
Wells Fargo October 2011 - Present
Wells Fargo May 2007 - October 2011
Bank of America 2005 - 2007
Fleet Bank February 2002 - March 2005
Bank of America 2002 - 2005
Fleet Bank 1997 - 2002
Fleet Bank 1996 - 1997
Fleet Bank 1995 - 1996
Skills
Financial Modeling, Mortgage Lending, Commercial Banking, Credit, Banking, Asset Management, Leadership, Loans, Financial Analysis, Commercial Lending, Business Analysis, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Banking, Investment Banking, Finance, Investments, Underwriting, Strategic Planning, Credit Risk, Financial Risk, Treasury Services, Retail Banking, Cross Selling, Fixed Income, Credit Cards, Securities, Loan Origination, Cash Management, Portfolio Management, Consumer Lending, Series 63, Relationship Management, Series 7, Wealth Management, Small Business Lending, Mergers & Acquisitions, Capital Markets
Education
State University of New York at Buffalo 1975 — 1979
Bachelor of Science (B.S.), Accounting
FineStationery.com January 2015 - Present
FineStationery.com October 2009 - January 2015
Discover Bank September 2006 - September 2009
Discover June 2001 - September 2006
Fleet Bank January 1999 - April 2001
Skills
Auditing, Banking, Business Analysis, Customer Service, Data Analysis, Leadership, Management, Training, Strategic Planning, Budgets, Call Centers, Coaching, Performance Management, Vendor Management, Team Building, Process Improvement, Forecasting, Microsoft Office, Project Management, Risk Management, Sales
Education
University of Delaware
Organizational Leadership
Citizens Bank May 2014 - Present
RBS Citizens N.A. January 2005 - Present
Fleet Bank February 1997 - April 2004
Skills
Risk Management, Foreign Exchange, Banking, FX Options, Portfolio Management, Commercial Banking, Loans, Retail Banking, Commercial Lending, Treasury Management, Derivatives, Financial Risk, Financial Analysis, Series 7, Fixed Income, Relationship Management, Financial Services, Cash Management, Capital Markets, Credit Risk, Credit, Credit Analysis, AML, Cross Selling, Operational Risk...
Education
Trinity College-Hartford 1976 — 1980
Bachelor's degree, Modern Languages
Emory University School of Medicine September 2008 - Present
Emory University School of Medicine April 2005 - August 2008
Massachusetts General Hospital 1997 - 2001
Fleet Bank 1996 - 2001
Fleet Boston 1997 - 2000
Skills
Public Health
Education
Tufts University 1992 — 1996
BA, Psychology
Winsor School 1980 — 1992
Regions Financial Corporation April 2015 - Present
Wells Fargo January 2013 - April 2015
Wachovia Bank September 2004 - January 2013
Fleet Bank September 2000 - September 2004
SunTrust Bank May 1997 - September 2000
Bankers Trust Company July 1986 - May 1997
Skills
Banking, Relationship Management..., Estate Planning, Management, Wealth, Trusts, Investments, Risk Management, Financial Analysis, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Finance, High Net Worth..., Wealth Management...
Education
University of Hartford 1981 — 1984
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley May 2006 - Present
Sun Life Financial 2002 - 2005
Fleet Bank October 1998 - July 2002
Fleet Securities 1998 - 2002
Fleet / Bank of America 1998 - 2002
Salomon Brothers May 1989 - June 1998
U.S. Trust/FTI May 1985 - May 1989
US Trust 1985 - 1989
Education
University at Buffalo
BA, English Literature
Bank of America 2012 - Present
Bank of America 2009 - 2012
Bank of America 2004 - 2008
Fleet Bank 2000 - 2004
Wells Fargo Bank 1991 - 1998
Skills
Cross-functional Team..., Financial Services, Banking, Analytics, Strategic Planning, Management, Product Marketing, CRM, Marketing, Market Research, Marketing Strategy, Leadership, Strategy, Private Equity, Project Management, Investments
Education
UC San Diego School of Global Policy and Strategy (GPS) 1987 — 1990
MPIA, International Business / China
University of California, San Diego 1979 — 1984
Bachelors, Double Major: Philosophy & Italian Studies; Double Minor: Political Science & Chinese Studies
Bank of America April 2004 - Present
Fleet Bank April 2001 - April 2004
Skills
Banking, Financial Analysis, Risk Management, Financial Risk, Credit Risk, Financial Services, Finance, Portfolio Management, Commercial Banking, Corporate Finance, Commercial Lending, Enterprise Risk..., Financial Reporting, Internal Audit, Sarbanes-Oxley Act
Education
The University of Connecticut 1998 — 2000
Business Management
Glencore March 2010 - April 2010
UBS Investment Bank August 2008 - February 2009
UBS Investment Bank August 2008 - February 2009
PricewaterhouseCoopers January 2008 - April 2008
Stamford Hospital August 2004 - January 2008
Fleet Bank July 2001 - August 2004
SOGE Bank March 1998 - April 2000
Education
University of Bridgeport 2005 — 2007
MBA, Finance
Hautes Etudes University, Port-au
Bachelor of Science, Business Administration
Tax Preparation Training - H&R Block
Master of Business Administration, Finance
Dan Kruy Fitness LLC January 2010 - Present
Westchester Sports & Wellness May 2007 - August 2011
Greenwich Sports Medicine May 2005 - May 2007
GE Asset Management April 1997 - May 2005
Fleet Bank August 1995 - April 1997
Xerox January 1989 - August 1995
Skills
Fitness, Sports, Fitness Training, Sports Nutrition, Budgets, Strength Training, Financial Reporting, Forecasting, Process Improvement, Financial Analysis, Finance, Strategic Financial...
Education
University of Connecticut 1984 — 1989
BS, Economics
Brien McMahon High School
Bank of America 2008 - Present
State of Connecticut October 2004 - February 2008
Fleet Bank 1986 - 2004
Education
The University of Connecticut School of Business 1978 — 1982
M.S., Business
BBVA Compass April 2012 - Present
Wells Fargo 2003 - 2011
Wells Fargo 2001 - 2002
Wells Fargo 1996 - 2001
Fleet Bank 1994 - 1996
CSC 1992 - 1994
Bank One 1989 - 1992
Skills
Financial Analysis, Financial Reporting, Banking
Education
The University of Texas at Austin
BA, Finance
Skidmore College January 2014 - Present
Skidmore College January 2009 - January 2014
Skidmore College January 2006 - January 2009
Palio Advertising May 2005 - December 2005
SGS October 2003 - January 2005
Skidmore College January 1996 - October 2003
Fleet Bank 1995 - 1996
New York State Senate October 1993 - December 1995
International Paper 1984 - 1993
WSCG Broadcasting 1981 - 1984
Skills
IT Management, Desktop Support, Help Desk Management, Project Management, Microsoft Office, Strategic Planning, ITIL v3 Foundations..., Help Desk Support, Technical Support, ITIL, System Administration, Leadership, Troubleshooting, Management, Information Technology, Software Documentation, Disaster Recovery, Program Management, Higher Education
Education
University at Albany, SUNY 1990 — 1994
B.A., Political Science, 3.56
Adirondack Community College 1980 — 1990
A.A.S., Marketing
Meadow Farms Fundraising August 2011 - Present
Tyco International February 2010 - February 2011
REALTOR Association of Pioneer Valley June 2009 - January 2010
REALTOR® Association of Pioneer Valley October 2005 - January 2010
Bank of America 2005 - 2005
Prudential CT Realty 2003 - 2005
Bank of America June 2002 - July 2004
Gerber Technology 2000 - 2002
Fleet Bank February 1996 - June 1999
S.E.C. Inc. August 1993 - September 1994
Skills
Relocation, Real Estate, First Time Home Buyers, Customer Service, Referrals
Education
University of Connecticut 1992 — 1994
APTMetrics February 2011 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2010
Bank of America May 2004 - August 2005
Fleet Bank November 2000 - April 2004
Skills
Talent Management, Training, Recruiting, Performance Management, Employee Engagement, HR Consulting
Education
University of New Hampshire 1991 — 1995
BA, Social Work
The University of Queensland 1994 — 1994
Bachelor's degree work, Liberal Arts and Sciences/Liberal Studies
Citizens Bank CCO Investments CFOCitizens Bank1997 - 2005
Fleet Bank 1991 - 1997
Education
University of California, Los Angeles 1973 — 1977
BS, Economic
Team One Display Services, Inc. January 2011 - Present
H.B. Stubbs Companies December 2003 - December 2010
Fleet Bank February 1998 - December 2003
MIDCOM Communications 1993 - 1995
Skills
Account Management, Customer Service, Event Management, Budgeting, Excel, Word, PowerPoint, Quickbooks, Event Planning, Google Sketchup, Budgets, Trade Shows, Purchasing, Corporate Events, Advertising, Enterprise Software, Customer Satisfaction, Microsoft Word, Marketing Communications, Strategic Planning, Marketing, Sales, Project Management, Microsoft Office, Logistics, QuickBooks, Leadership, Management, Microsoft Excel, Marketing Strategy, Negotiation, Contract Negotiation, Project Planning, SketchUp, Team Leadership, New Business Development, Lead Generation, Sales Management, Time Management, B2B, Business Development, Product Marketing, Social Media Marketing, Salesforce.com, Relationship Marketing
Education
University of California, Irvine 1987 — 1992
BA- German, German, Linguistics, Dance
University of California, Irvine 1987 — 1992
BA-German Language, German Language and Literature
Kennebunk Savings Bank November 2012 - Present
Kennebunk Savings Bank January 2009 - November 2012
Pepperell Bank & Trust September 2004 - 2007
Atlantic Bank November 1994 - October 1997
Fleet Bank February 1991 - October 1994
Maine Savings Bank January 1983 - February 1991
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Economics
University of Southern Maine - School of Business
MBA
i3 Research 2012 - Present
i3 Research 2012 - 2013
AT & T Research November 2010 - 2012
Becton Dickinson September 2009 - October 2010
Abbott November 2007 - September 2009
Pfizer January 2003 - November 2007
Neurogen 2001 - 2002
Fleet Bank 1982 - 1996
Skills
R, Statistics, Data Mining, Data Analysis, Programming, Python, SAS, Matlab, Unix, C, Windows, Databases, Linux, Modeling, Lifesciences, Drug Discovery, Informatics, Bioinformatics, Biotechnology, Analytics, Predictive Modeling, Predictive Analytics, Statistical Modeling, Data Management, Biostatistics, Life Sciences, Clinical Trials
Education
Worcester Polytechnic Institute 2004 — 2008
Master of Science (MS), applied statistics
University of Connecticut 1986 — 1994
Bachelor of Science (BS), Applied Mathematics
Standard and Poors November 2009 - Present
RBS Greenwich Capital July 2006 - December 2008
Resource Management Group July 2004 - July 2006
MMC Capital August 2000 - July 2004
Fleet Bank September 1998 - February 2000
Skills
Structured Finance, Project Management, Strategic Planning, Business Development, Vendor Management, Banking, Recruiting, Process Improvement, Product Management
Education
University of Connecticut 2000 — 2005
BS, Political Science
Keane, Inc August 2009 - Present
Bank of America May 2004 - February 2009
Fleet Bank February 2000 - May 2004
Fleet Bank September 1986 - February 2000
Skills
PMO, PMBOK, PMP, Vendor Management, Systems Analysis, SDLC, Project Management
Education
The Sage Colleges-Sage Graduate School 2005 — 2009
MS, Organizational Management
The Sage Colleges - Russell Sage College 1976 — 1980
BA, Mathematics/Economics
PMI prof dev day
Bank of America April 2004 - Present
Fleet Bank June 2002 - April 2004
Nations Bank May 1995 - October 1999
Education
The Ohio State University 1984 — 1989
Economics
Featherston Family March 2013 - Present
Subway November 2004 - March 2013
Quick & Reilly 2000 - 2004
Fleet Bank 1990 - 2000
US Air Force 1984 - 1986
Skills
Retirement, Grand Parent, Mothers, Entrepreneurship, Customer Service, Sales, Team Building, Food, Marketing, Technology Integration, Project Management, Bookkeeping, Organizational...
Education
Coventry High School, Coventry, CT 1980 — 1993
University of Connecticut 1982 — 1984
InfoEd International April 2012 - Present
InfoEd International September 2011 - April 2012
InfoEd International October 2010 - September 2011
InfoEd International September 2006 - October 2010
Time Warner Cable June 2004 - September 2006
Fleet Bank September 2002 - May 2004
University at Albany May 2000 - April 2001
Skills
SQL, Quality Assurance, Software Development, Testing, SDLC, CSS, Software Documentation, JavaScript, Requirements Analysis, Microsoft SQL Server, Integration, Agile Methodologies, HTML, XML, Technical Writing, Software Project...
Education
University at Albany, SUNY 1999 — 2004
BA, Information Science & Policy
US Trust/Bank of America December 2009 - Present
US Trust/Bank of America July 2006 - December 2009
Bank of America 2004 - July 2006
Fleet Bank 2000 - 2004
Mechanics Savings Bank 1999 - 2000
Skills
Financial Statement..., Home Equity Lines of..., Legal Writing, Legal Research, Portfolio Management, Compliance, Violin, Trumpet, Choral, Piano, Alternative Investments, Mutual Funds, Investments, Wealth Management, Fixed Annuities, Banking, Asset Allocation, Risk Management, Investment Management, Wealth Management..., Small Business Lending, Equities, Fixed Income, Investment Strategies, Hedge Funds, Asset Management, Securities
Education
The University of Connecticut School of Law 2010 — 2014
Doctor of Law (J.D.), Tax Studies Certificate
University of Hartford 2002 — 2005
MBA, Business Administration
Rhodes College 1993 — 1997
BA, Business Administration
Visions Federal Credit Union May 2014 - Present
HSBC January 2005 - May 2014
First Niagara Bank 2003 - 2005
Fleet Bank 2000 - 2003
Skills
Credit, Portfolio Management, Due Diligence, Corporate Finance, Risk Management, Excel, Financial Analysis, Compliance, Microsoft Excel, Selling Skills, Financial Modeling, Credit Risk, Commercial Lending, Relationship Management, Managerial Finance, Valuation, Financial Accounting, Cash Flow, Private Equity, Mergers, Credit Analysis, Forecasting, Loans, Commercial Banking, Banking, Financial Risk, Finance, Financial Reporting, Analysis, Accounting, Underwriting, Economics, Business Planning, Commercial Mortgages, Management Consulting, Asset Based Lending, Trade Finance, Business Strategy, Cash Management
Education
Syracuse University - Martin J. Whitman School of Management
Union College
Coca-Cola Refreshments January 2012 - March 2013
Birthday Wishes October 2007 - June 2011
Brookline Bank April 2010 - June 2010
Rice Foundation January 2007 - June 2007
Fleet Bank June 1994 - May 1999
BayBank Corporation June 1994 - May 1999
Kortenhaus Communications November 1991 - May 1994
Hammond and Associates October 1986 - October 1991
I Love New York Tourism Campaign October 1985 - October 1986
Skills
Sponsorship, Editing, Public Relations, Event Planning, Media Relations, Press Releases, Publicity, Research, Marketing, Nonprofits
Education
The University of Connecticut 1981 — 1985
Bachelor of Arts, Economics; English
University of Connecticut 1981 — 1985
BA, Economics
AAA Carolinas September 2012 - Present
Durham Public Schools 2001 - June 2012
Fleet Bank 1989 - 1993
Skills
Event Planning, Customer Service, Microsoft Word, Classroom, Classroom Management, Curriculum Design, Curriculum Development, Early Childhood..., Lesson Planning, Literacy, Special Education, Teaching, Tutoring
Education
The Ohio State University 1983 — 1988
Bachelor of Science (BS), Hospitality Administration/Management
Citizens Commercial Banking March 2007 - Present
Fleet Bank September 1997 - October 2002
Mellon Bank September 1994 - September 1997
Skills
Healthcare, Medical Technology, Healthcare Services, Commercial Lending, Credit, Corporate Banker, Leveraged Lending, Banking Relationships, Debt Capital Markets, Commercial Banking..., Originations
Education
University of Illinois at Urbana-Champaign 1977 — 1978
M.S., Speech and Language Pathology
University of New Hampshire
United Bank July 2013 - Present
Rockville Bank Mortgage, Inc February 2011 - February 2012
Lincoln Financial Distributors May 2008 - January 2011
Countrywide Home Loans January 2002 - October 2007
Fleet Bank November 1995 - December 2001
Skills
Insurance, Mortgage Banking, Mortgage Lending, Banking, Loans, Financial Services, Credit, Risk Management, Investments, Negotiation, Residential Mortgages, Underwriting
Education
University of Connecticut
State Street April 2000 - Present
Fleet Bank November 1999 - April 2000
DLJ January 1999 - October 1999
Celtic Insurance Company 1997 - 1998
Skills
Series 7, Series 63, Trading, Series 24, Derivatives, Equity Trading, Options, ETFs
Education
State University of New York at Buffalo 1992 — 1995
Bachelor of Science (BS), Legal Studies, General
University at Buffalo 1991 — 1995
Bachelor of Arts, Legal Studies
Bank of America April 2006 - Present
BANK OF AMERICA April 2006 - Present
NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND July 2004 - April 2006
Fleet Bank September 2003 - May 2004
UC San Diego January 1997 - May 2003
COMCAST METROPHONE July 1993 - November 1995
COURTAULDS FILMS September 1990 - May 1993
PRICE WATERHOUSE September 1988 - June 1990
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, SAP, ADP Payroll, Spanish
Education
UNIVERSITY OF PENNSYLVANIAWHARTON SCHOOL OF FINANCE AND COMMERCE
Bachelor of Science, Economics
University of California, San Diego
Master’s Degree, Early Modern European History
Financial Institution 2012 - Present
NewAlliance Bank August 1997 - August 2012
Savings Bank of Manchester 1997 - 2004
Fleet Bank 1996 - 1997
Shawmut Bank 1995 - 1996
Skills
Risk Management, Vendor Management, Financial Services, Operational Risk, Loans, Project Management, MS Project, Enterprise Risk..., Business Analysis
Education
Tufts University 1974 — 1976
Engineering
Self Employed November 2014 - Present
Smartbooks, Corporation April 2012 - November 2014
roger loyer contracting September 2001 - September 2013
Fleet Bank May 1999 - June 2001
BankBoston June 1998 - June 1999
Skills
Construction, Residential, Strategic Planning, Small Business, Real Estate, Customer Relations, Online Marketing, Web Design, Quickbooks, Accounting, Business Planning, CRM, Customer Service, Financial Reporting, Microsoft Excel, QuickBooks, Team Building
Education
University of Denver 1978 — 1979
MBA, Finance
University of Rochester 1968 — 1972
BA, Economics
FitPro October 2013 - January 2014
Intensive Education Academy Inc October 2009 - March 2013
Temp Agencies - Accountemps, CFS, Manpower January 2004 - August 2010
Internal Revenue Service April 2006 - June 2007
Hartford College for Women September 2002 - June 2003
Fleet Bank July 2001 - April 2002
Self-employed transcriptionist. May 1999 - June 2001
Young Clement &Rivers LLP March 1998 - May 1999
Columbia University May 1995 - June 1996
Syracuse University February 1988 - April 1995
Skills
All Microsoft® Office..., QuickBooks, US GAAP, Not-For-Profit..., Internal Controls, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Audit Liaison, Adjustments, Cost Basis
Education
Barney School of Business - University of Hartford 2004 — 2005
Master of Science (MS), Accounting and Taxation, 3.6
University of Hartford 2002 — 2004
Bachelor's degree, University Studies - Concentration in Legal Studies and Business, 3.91 - Summa Cum Laude
ALBANY MEDICAL CENTER January 2010 - Present
Bank of America 2004 - 2009
Fleet Bank 1995 - 2004
Fleet Norstar Bank 1989 - 1994
Skills
VPN, Disaster Recovery, DNS, Active Directory, Windows Server, Citrix, VMware, Firewalls, Cisco Technologies, Cisco IOS, DHCP, Group Policy, VMware Infrastructure, Network Provisioning, VMware ESX, Routers, Switches, Data Center, Networking, Troubleshooting, Cisco Routers, WAN
Education
State University of New York at Albany 1976 — 1980
Bachelor's degree
Christian Brothers Academy 1972 — 1976
High School, College Prep
Texas Gulf Sales Co Ltd October 2014 - Present
Megatron Inc. May 2012 - August 2014
Stewart Lender Services November 2010 - October 2011
Lebel restobar July 2006 - July 2010
BellSouth Solutions January 2005 - August 2005
Fleet Bank March 2004 - December 2004
Sprint PCS September 2002 - December 2003
Skills
Logistics, Sales, Sales Process, Supply Chain Management, Supply Chain, Freight Forwarding, Team Building, Freight, International Logistics, Sales Management, International Sales, Transportation, Air Freight, Operations Management, Shipping, Sales Operations, Export, Import, Customer Service, Customer Satisfaction, Helping Clients Succeed, Account Management, B2B, Key Account Management, Negotiation, New Business Development, Microsoft Excel
Education
Universidad Centro Occidental 'Lisandro Alvarado' 1993 — 2000
Bachelor's degree, Computer Science
Geiger June 2000 - Present
Liberty Mutual Insurance February 1995 - October 1999
Fleet Bank October 1982 - June 1992
Skills
Good with my hands and..., Auditing, Internal Audit, Budgets, Tax, Time Management, Sales Tax, Sales, Insurance, Accounting, Account Reconciliation, Financial Reporting, Financial Statements, General Ledger, Financial Accounting, Accounts Payable, Accounts Receivable, Policy
Education
University of Maine at Augusta 1979 — 1982
Bachelor of Science (BS), Accounting
Thomas College 1976 — 1979
Transferred to UMA, Accounting
New Orleans Firemen's Federal Credit Union August 2003 - Present
Fleet Bank January 1998 - August 2001
Fleet Bank January 1985 - January 1998
Education
Packer Collegiate Institute
High School
University of Hartford
Bachelor of Science (B.S.), Elementary Education and Teaching
Saint Peters University Hospital January 2012 - Present
416 Federal Credit Union 2009 - 2010
AIG 2004 - 2008
Fleet Bank 1996 - 2003
Skills
Hospitals, Medical Billing, Medical Coding, Banking, Microsoft Office, Customer Service, QuickBooks, Accounts Receivable, Accounts Payable, Office Administration, Receptionist Duties, Administrative Office...
Education
Thomas Edison State College 2004 — 2006
Associate of Science (AS), Management