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
Stonegate Mortgage Corporation December 2012 - Present
SunTrust Mortgage March 2012 - November 2012
Wells Fargo Home Mortgage July 2009 - October 2011
Chase Home Finance September 1999 - February 2009
Fleet Bank September 1998 - September 1999
Skills
Loan Origination, Mortgage Lending, FHA, Mortgage Banking, Underwriting, FNMA, Mortgage Marketing, USDA, VA loans, Refinance, FHLMC, FHA financing, Residential Mortgages, Real Estate, Mortgage Servicing, Mortgage Underwriting, Investors, Reverse Mortgages, Loans, Construction Loans, VA Loans
Education
University of Oklahoma 1984 — 1989
BS, Finance
Tri-Com Consulting Group October 2011 - Present
Cigna September 2011 - Present
MassMutual Financial Group 2007 - 2011
State of Connecticut December 2005 - July 2006
UnitedHealth Group July 2000 - December 2000
MotherNature.com October 1999 - January 2000
Cigna April 1999 - September 1999
Merrill Lynch September 1998 - March 1999
The Hartford September 1996 - August 1998
Fleet Bank June 1996 - August 1996
Skills
Risk Management, Windows Server, Vendor Management, SDLC, Visio, Management
Education
University of New Hampshire
BA, Music, Electrical Engineering
Living Active Home Care/ WBE Company January 2013 - Present
JJRDC January 2009 - Present
(CREC) River Street School, Providing Individualized Comprehensive Services to Student /Disabilities February 2002 - December 2004
Fleet Bank January 1994 - December 2003
HARC /helps people with intellectual disability and their families enjoy lives of quality, inclusion January 1998 - December 2000
Skills
Leadership, Healthcare, Management, Project Management, Contract Negotiation, Team Building, Policy, Strategic Planning, Home Care, Time Management, Access, Corporate Governance,..., budgets, forms..., Work gets done through..., Customer Satisfaction, Elder Care, Process Scheduler, Budgets, Process Improvement, Global Market..., ultimately sets the..., and more........., Ambulatory care..., Consulting firms, Healthcare associations, Home health agencies, Hospices, Hospitals and hospital..., Integrated delivery..., Long-term care..., Managed care..., Medical group practices, Mental health..., Public health..., University or research..., Customer Service, Public Speaking, Training, Healthcare Management, New Business Development, Human Resources, Negotiation, Hospitals, Sales, Program Management, Coaching, Marketing Strategy, Feasibility Studies, Managed Care, Leadership Development
Education
University of New Orleans 1988 — 2000
Master of Business Administration (MBA), Organizational Behavior Studies, 4.0
Northeastern Banking Services Group September 2009 - Present
CCR LLP 2003 - 2009
NWS Corporation 2001 - 2003
Smith Barney Citigroup 1999 - 2001
KPMG 1995 - 1999
Fleet Bank 1991 - 1995
Skills
Banking, Financial Services, Account Management, Credit, Team Building, Risk Management, Financial Modeling, Strategic Planning, Loans, Sales, Vendor Management, Sales Management, Program Management, Retail Banking, New Business Development, Process Improvement, Commercial Lending, Strategy, Internet Banking, Coaching, Insurance, Outsourcing, Management Consulting, Strategic Partnerships, Business Strategy, Business Analysis, Management, Commercial Mortgages, Asset Based Lending, Customer Service, Budgets, Executive Management, Financial Institutions, Commercial Banking, Leadership, Change Management, Portfolio Management, Analysis, Finance, Relationship Management, Electronic Payments, Start-ups, Strategic Financial..., CRM, Investments, Business Development, Mergers & Acquisitions, Operational Risk..., Financial Analysis, Mortgage Lending
Education
Western New England College 1998 — 2001
Masters in Business Administration, Business, Management, Marketing, and Related Support Services
University of Massachusetts, Amherst
Business Administration and Management
The Nature Conservancy October 2005 - Present
Examiner.com November 2010 - September 2012
Fleet Bank November 1999 - April 2004
Pioneer Plastics 1992 - 1999
Ernst & Young July 1988 - March 1992
Skills
Non-profits, Microsoft Excel, Proposal Writing, Editing, Grant Writing, Customer Service, Grants, Photography, Social Media, Budgets, Data Analysis, Research, Nonprofits
Education
University of Maine 1983 — 1988
BS, Business Administration/Accounting
Santander Bank, N.A. May 2005 - Present
Bank of America September 1995 - May 2005
Fleet Bank 1995 - 2005
Skills
Consumer Lending, Branch Management, Loans, Retail Banking, Small Business Lending, Lines Of Credit, Investments, Life Insurance, Credit
Education
University of Massachusetts Dartmouth
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Peerless Precision, Inc. September 2012 - Present
Power CommunicationSystems, Inc. November 2006 - August 2012
Great News! Discount Cookware & Cooking School April 2005 - September 2006
Peerless Precision, Inc. October 1997 - February 2005
Fleet Bank June 2000 - August 2003
Skills
Process Improvement, Six Sigma, Manufacturing, Team Building, Purchasing, Warehousing, Sales, Shipping, Aerospace, Distribution Center..., Continuous Improvement, Pricing, Operations Management, Forecasting, Sales Management, Negotiation, Supply Chain Management, Strategic Sourcing, Inventory Management, Contract Negotiation, Strategic Planning, SAP, Cross-functional Team..., Process Scheduler, Leadership, Program Management, Team Leadership, Lean Manufacturing, Budgets, New Business Development, Business Process..., Sourcing, Management, Business Strategy, Business Development, Start-ups, Customer Service, Coaching
Education
University of Massachusetts Dartmouth 2000 — 2003
Business Administration and Management, General
Longmeadow High School 1996 — 2000
RE/MAX Realty Group November 2006 - Present
Implementation Resources Group February 1994 - September 2001
Advisor Technology services 1997 - 2000
SEI 1991 - 1994
Bank of New England 1988 - 1991
Financial Technologies 1985 - 1988
Comerica 1983 - May 1985
Fleet Bank 1980 - 1983
Skills
Real Estate, Residential Homes, Single Family Homes, Sellers, Short Sales, Condos, Buyer Representation, REO, New Home Sales, Foreclosures, Relocation, First Time Home Buyers, Townhomes, Investors, Investment Properties, SFR, Buyers, Vacation Homes, ABR, Listings, New Homes
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
University of New Hampshire 1972 — 1976
BS, Animal Science
Winnacunnet High Scool 1968 — 1972
High school diploma
Citizens Bank January 2015 - Present
Tidgewell Associates, Inc. March 2013 - January 2015
Gap Inc. October 2012 - March 2013
Citizens Bank August 2010 - January 2011
Citizens Bank February 2007 - July 2010
Citizens Bank September 2000 - January 2007
Fleet Bank 1998 - 2000
BankBoston 1994 - 1998
The Alarm Man 1985 - 1994
Skills
Relationship Management, Customer Experience, Customer Satisfaction, Training, Process Improvement, Operations Management, Recruiting, Coaching, Strategy, Sales, Management, Human Resources, Retail, Analysis, Customer Service, Business Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Business Administration, Marketing
RE/MAX By The Bay 2012 - Present
Bank of America January 2005 - July 2012
Fleet Bank 1995 - 2005
Citicorp 1994 - 1995
Citibank- Maine 1992 - 1994
KeyBank 1977 - 1989
Skills
Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Lines Of Credit, Loans, Consumer Lending, Board Governance, Board of Director..., Mortgage Banking, Mortgage Lending, Loan Origination, Sales, Board of Directors, Coaching, Credit Analysis, Credit, Banking, Relationship Management, Refinance, Residential Mortgages, Cross Selling, Branch Management, Private Banking, Branch Banking, Deposits
Education
University of Maine
BA, Psychology
University of Southern Maine
MBA, Business
Daley & Associates September 2008 - Present
Hoffman Recruiters April 2004 - August 2008
Creative Financial Staffing August 1996 - August 2002
Kforce Inc. 1994 - 1996
Fleet Bank 1992 - 1994
State Street 1984 - 1990
PricewaterhouseCoopers 1978 - 1981
Skills
Applicant Tracking..., Executive Search, Technical Recruiting, Talent Acquisition, Finance, Accounting, Negotiation, Recruiting, Search, Sarbanes-Oxley Act, Interviews, Consulting, Auditing, Financial Services, New Business Development
Education
University of Pennsylvania - The Wharton School
BS, Accounting and Finance
Bank of America May 2013 - Present
Bank of America April 2012 - May 2013
Bank of America October 2010 - April 2012
Bank of America 1999 - 2010
Fleet Bank 1996 - 1999
BankBoston 1992 - 1996
Skills
Six Sigma, Banking, Cash Management, Payments, Customer Relations, Change Control, Treasury Services, Project Management, Treasury Management, Customer Service, Process Improvement, SDLC, Product Management, Integration, Analysis, Leadership, PMP, Risk Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor, Retail Marketing
L.L.Bean June 2013 - Present
William Arthur Subsidiary Hallmark Cards Inc. March 1997 - May 2013
Konica Quality Photo 1994 - 1997
Fleet Bank 1992 - 1994
Skills
Promotions, Vendor Relations, Public Relations, Forecasting, Marketing Communications, Dealer Management, Dealer Marketing, Press Releases, Marketing, Account Management, Sales, Customer Service, Competitive Analysis, Marketing Strategy, Trade Shows, Email Marketing, Selling, Product Development, Budgets, Time Management, Blogging, Merchandising, Direct Mail, Brand Management, Leadership, Market Research, Brand Development, Analysis, Direct Marketing, Process Improvement, Project Management, B2B, Marketing Management, Product Marketing, Sales Operations, Social Networking, Marketing Research, Internal Communications
Education
University of Maine 1988 — 1992
BS, Business Administration and Management
Deering High School 1984 — 1988
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
TD June 2015 - Present
TD October 2014 - June 2015
TD September 2013 - October 2014
Randstad Technologies US January 2013 - August 2013
Delhaize America October 2011 - January 2013
Delhaize America January 2010 - October 2011
Hannaford Bros. Co. February 1997 - December 2009
Fleet Bank December 1991 - April 1995
Maine National Bank December 1989 - December 1991
Maine National Bank July 1984 - November 1989
Skills
PeopleSoft, Cross-functional Team..., Business Process, Business Analysis, Project Management, Process Improvement, Microsoft Excel, Visio, Management, Performance Management, PeopleSoft Financial, MS Project, Call center start-up, HP Service Center, Project Planning, Project Coordination, Risk Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Small Business Lending, Operations Management, Internal Audit, Vendor Management, Change Management, Budgets, SDLC, Leadership, Project Portfolio..., Analysis, Team Building, PMO, Team Leadership, IT Management, Program Management, PMP, Business Process..., Business Intelligence, IT Strategy, Strategy, Software Project..., SharePoint, Retail, Security, Integration, Data Warehousing, Governance, Testing, Project Delivery, Requirements Gathering
Education
American Institute of Banking
Diploma, Foundations of Banking
University of Maine at Orono
BS, Food & Nutrition
University of New England
Certificate, Project Management
Williams College School of Banking
Certificate, Banking
Maine Veterinary Referral Center May 2013 - Present
Abaxis May 2011 - February 2013
Maine Standards Company April 2010 - May 2011
Idexx Laboratories September 2005 - October 2009
Cool Beans Design Company 2003 - 2005
Dover Vet Hosp/Stratham-Newfields Vet Hosp/Hampton Vet Hosp 1993 - 2005
Fleet Bank 1990 - 1993
Skills
B2B, Marketing, Medical Devices, Account Management, Return on Investment..., Practice Management, Office Management, Equipment Installation, Employee Training, Product Management, Veterinary Medicine, Copywriting, Technical Writing, Visual Arts, Selling, Sales Operations, Capital Equipment, Pharmaceutical Industry
Education
University of New Hampshire 1985 — 1989
BA, Communications/English
First Marblehead March 2011 - Present
Financial Aid TV September 2009 - February 2011
Paul H. Murphy & Company, Inc. November 2008 - September 2009
AFC March 2004 - November 2008
Fleet Bank March 2002 - March 2004
Servus Financial Corporation, a Wells Fargo Company 1998 - 2002
School of the Museum of Fine Arts 1995 - 1997
Skills
Student Financial Aid, Higher Education, Salesforce.com, Time Management, Sales, Customer Service, Sales Management, Direct Sales, Coaching, Training, CRM
Education
University of Massachusetts Dartmouth 1989 — 1993
BA
Machias Savings Bank October 1995 - Present
Fleet Bank July 1993 - August 1995
Skills
Team Building, Loans, Credit, Customer Service, Banking, Leadership, Mortgage Lending, Call Centers, Internet Banking, Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Financial Analysis, Loan Origination, Small Business Lending, Credit Analysis
Education
New England School of Banking at Williams College 2004 — 2005
Diploma, Banking
University of Maine 1993 — 1995
BS, Business Administration
University of South Carolina,Moore School of Business, Small Business Development Center November 2010 - Present
LMD & Associates November 2007 - Present
Bank of America 1982 - 2005
FleetBoston Financial 1999 - 2002
Fleet Bank 1994 - 1998
University of RI 1972 - 1976
Skills
CRM software, Strategic Planning..., Strategic Planning, Strategy, Program Management, Management Consulting, Banking, Business Development, CRM, Management, Entrepreneurship, Leadership, Marketing, Coaching, Marketing Strategy, Organizational..., Fundraising, Public Relations, Small Business, Executive Coaching, Sales, Public Speaking, Project Planning, Consulting, Leadership Development, Nonprofits
Education
University of Rhode Island 1966 — 1976
B.A. & M.A., B.A. in English, M.A. in Sociology
Leadership RI 1998 — 1999
Leadership Development Program of state of Rhode Island
Sensata Technologies June 2010 - March 2013
MURATA POWER SOLUTIONS, INC January 2007 - July 2009
EASTON WINWATER WORKS COMPANY, INC January 2004 - December 2006
Lumenis January 2000 - July 2003
Complince Technology Systems, Inc. January 1998 - December 1999
Fleet Bank January 1984 - January 1997
Skills
Alliance Building, Customer Service, Process Improvement, Continuous Improvement, Inventory Management, Call Center, Software Documentation, Training, Management, Leadership, Windows, Workshop Facilitation, Sop, Data Conversion, Pagemaker, Operations Management, Cross-functional Team..., Six Sigma, Manufacturing, Lean Manufacturing, Business Process..., CRM, Quality Assurance, Customer Satisfaction, Project Management
Education
University of Massachusetts Dartmouth 2003 — 2008
MBA, Business Administration
University of Massachusetts 1984 — 1989
Bachelor MBA; BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Dietz & Lynch Capital April 2013 - Present
Participant Level Advice Network May 2007 - Present
EF Financial May 1999 - Present
R2R 1999 - October 2009
Fleet Bank June 1994 - May 1999
Education
University of Massachusetts, Amherst 1981 — 1985
BS, HRTA
TD June 2015 - Present
TD October 1995 - Present
Fleet Bank June 1992 - October 1995
Skills
Loans, Banking, Credit Analysis, Retail Banking, Small Business Lending, Credit, Consumer Lending, Sales, Residential Mortgages, Commercial Banking, Loan Origination, Finance, Leadership, Store Management, Commercial Lending, Branch Banking, Management, Credit Cards, Customer Service
Education
University of Maine 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Newfound Memorial High School 1985 — 1988
B.O.C. Financial Services Located at: Bank of Canton March 1999 - Present
Fleet Bank August 1996 - March 1999
The Guardian Life Insurance Company of America January 1992 - July 1996
Skills
Retirement Income..., Wealth Accumulation..., Wealth Management...
Education
UMass Dartmouth 1985 — 1989
Bachelor of Science (BS), Finance, General
Xaverian Brothers High School 1982 — 1985
Certus Bank December 2012 - Present
TD Bank May 2011 - October 2012
Red Mountain Bank November 2009 - February 2011
AmSouth Bank and its successor Regions Financial Corporation September 1998 - October 2009
Fleet Bank May 1995 - August 1998
Hyperion Credit Services Corporation February 1992 - October 1994
Security Capital Credit Corporation May 1985 - February 1992
Aetna Business Credit and its successor Barclays Amercian Business Credit July 1980 - May 1985
Skills
Commercial Banking, Financial Analysis, Financial Risk, Management, Credit, Finance, Lines Of Credit, Asset Management, Credit Risk, Financial Structuring, Portfolio Management, Underwriting, Risk Management, Commercial Lending, Loans
Education
Western New England College 1978 — 1980
MBA, Finance, 1980
University of New Hampshire 1970 — 1975
Bachelor of Arts (B.A.)
First Niagara Bank April 2011 - Present
NewAlliance Bank 2005 - 2011
Fleet National Bank 2000 - 2004
New Haven Savings Bank 1999 - 2000
Fleet Bank 1997 - 1999
First Bank 1981 - 1997
Skills
Commercial Lending, Credit, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Banking, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Loan Origination, Strategic Financial..., Retail Banking, Consumer Lending, Cash Management, Portfolio Management, Treasury Management, Asset Based Lending, SBA, Underwriting, Deposits, Cross Selling, Credit Risk, Refinance, Branch Management, Financial Risk, Mortgage Banking, Financial Services, Private Banking, Financial Planning
Education
University of New Haven
MBA, Finance
University of New Haven
Bachelor's, Financial Accounting
Lauralton Hall 1973 — 1977
High School
Santander Bank January 2008 - Present
Bank of America April 2004 - November 2007
Fleet Bank 1995 - 2004
Nat West USA 1984 - 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit Risk, Middle Market, Due Diligence, Commercial Mortgages, Cash Management, Loan Origination, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Accounting
GateHouse Media New England February 2009 - Present
Vanguard Networks Solutions, LLC. January 2006 - January 2009
The Providence Journal May 2004 - January 2006
Fleet Bank December 2001 - May 2004
Skills
Forecasting, Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, Finance, Fixed Assets, General Ledger, Budgets, Analysis, Bank Reconciliation, Internal Controls, Internal Audit, Auditing, Payroll
Education
University of Massachusetts Dartmouth 1987 — 1992
BS, Accounting
Pfizer April 2013 - Present
Pfizer October 2010 - March 2013
Pfizer, Inc. 2008 - 2009
Pfizer, Inc April 2002 - December 2007
Pfizer Pharmaceuticals 2002 - 2007
Fidelity Investments January 1997 - October 2001
Fleet Bank August 1992 - December 1996
Pro Systems 1988 - 1991
Skills
Change Management, Project Management, Business Process..., MS Project, Program Management, Business Analysis, Resource Management, SDLC, Requirements Gathering, Business Process, Business Intelligence, Project Portfolio..., CRM, Cross-functional Team..., Quality Assurance, Leadership, SharePoint, Management, Vendor Management, Outsourcing, Process Improvement, Team Leadership, Project Planning, Software Project..., Analysis, Contract Negotiation, Software Documentation, Enterprise Architecture, Strategic Planning, Requirements Analysis, IT Strategy, PMO, PMP, ITIL, Integration, Strategy, Consulting, Pharmaceutical Industry, Information Technology, IT Management
Education
University of Rhode Island 1972 — 1976
BS
Hitachi Solutions America, Ltd- Business Solution Group October 2011 - Present
Acxiom August 2010 - November 2011
Harte-Hanks Direct Marketing July 2006 - August 2010
Harte Hanks 1996 - 2006
Fleet Bank 1994 - 1997
BankBoston 1995 - 1996
BayBank 1994 - 1996
Trans National 1991 - 1994
Skills
CRM, Digital Marketing, Direct Marketing, New Business Development, Integration, Integrated Marketing, Program Management, Management, Selling, Marketing, Leadership, SharePoint, Business Process, Contract Negotiation, Multi-channel Marketing, Microsoft CRM, ERP, Product Development, Sales, Entrepreneurship
Education
University of Massachusetts, Amherst
BBA, Business Finance & Marketing
Independence Financial Partners August 2001 - Present
Central RI Chamber Of Commerce 2014 - Present
Fleet Bank 1994 - 2001
Shawmut Bank 1993 - 1997
Old Stone Bank 1988 - 1993
Education
University of Rhode Island 1984 — 1988
Bachelor of Science (B.S.)
Mortgage Network, Inc. October 2012 - Present
Bank of America January 2002 - October 2012
North American Mortgage Corp ( Dime Banc Corp) January 1994 - January 2002
Fleet Bank March 1985 - January 1994
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Mortgage Banking, Consumer Lending, Loan Origination, Cross Selling, Relationship Management, FHA
Education
University of Massachusetts, Amherst 1979 — 1984
Bachelor of Arts (B.A.), Economics/Business
Western New England College
MBA Courses
Young America Capital, LLC October 2014 - Present
The Center for Continuing Education March 2006 - March 2014
The Center for Continuing Education January 1997 - March 2006
Fleet Bank July 1991 - October 1993
Fleet Bank August 1987 - July 1991
Fleet Bank August 1986 - August 1987
EY August 1983 - August 1986
Skills
Team Leadership, Financial Reporting, Organizing
Education
University of Massachusetts, Amherst 1979 — 1983
Accounting
Eastern Bank October 2014 - Present
Centrix Bank July 1998 - October 2014
TD Bank June 1996 - June 1998
Centerpoint Bank 1990 - 1996
Fleet Bank 1978 - 1990
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Small Business, Non-profit..., Real Estate, Strategic Leadership, Nonprofits, Entrepreneurship, Commercial Mortgages, Mergers & Acquisitions, Start-ups, Banking, Mortgage Lending, Business Planning, Executive Management, Strategic Planning, New Business Development, Team Building, Corporate Development, Leadership, Finance, Portfolio Management, Strategy, Investments, Strategic Financial..., Credit Analysis, Financial Analysis, Financial Services, Private Equity, Risk Management, Venture Capital, Credit, Business, Consumer Lending, Due Diligence, Underwriting, Business Development, Retail Banking, Credit Risk, Loan Origination, Management, Cash Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1990
MBA, Business
High Liner Foods November 2014 - Present
Dunkin' Donuts National DCP, LLC July 2010 - March 2013
United Site Services September 2007 - September 2009
Collaborative Consulting April 2007 - August 2007
Bank of America April 2004 - February 2007
Fleet Bank 2000 - 2004
ADSFS 1995 - 2000
Skills
Change Management, Management, Leadership, Project Management, Budgets, Operations Management, Transportation..., Logistics Management, Integration, Risk Management, Business Process, Strategic Planning, Talent Management, Business Process..., Strategy, SDLC, Business Intelligence, Enterprise Software, Mergers & Acquisitions, Logistics, Business Strategy, Cross-functional Team..., Process Improvement, Program Management, Vendor Management
Education
University of Massachusetts, Amherst
BA, Economics
University of Massachusetts Dartmouth
Master of Business Administration (MBA)
Moses Brown School
Marc Gagnon Inc. Financial AnalystBCGM Advisory Partners LLCSeptember 2010 - July 2012
IDG Connect December 1996 - January 2004
Fleet Bank January 1985 - December 1996
Skills
Financial Analysis, Financial Reporting, Sales Management, Event Planning, Business Strategy, Business Intelligence, Social Media Marketing, Magazines, Magazine Articles
Education
UMass Boston 1985 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bank of America October 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Fleet Bank 2000 - 2003
BankBoston 1994 - 1999
Education
University of Massachusetts at Lowell 1985 — 1990
Bachelor’s Degree
Vantiv May 2006 - Present
A La Moda Events LLC January 2011 - December 2013
Fleet Bank May 2001 - September 2004
CIT 2000 - 2001
Skills
Event Planning, Wedding Planning, Wedding Coordinating, Event Management, Corporate Events, Coordinating Events, Event Producing, Meeting Planning, Public Relations, Marketing, Marketing Strategy, Social Media Marketing, Trade Shows, Parties, Creative Direction, Sales, Weddings, Advertising, Fundraisers, Social Media, Social Networking, Customer Service
Education
University of Phoenix
Bachelor of Science, Finance and Project Management
Wedding Planning Institute
Certifed, Wedding and Event Planner
Boston University, School of Education January 2014 - Present
Partners Healthcare, Bullfinch Temporary Services September 2013 - January 2014
Partners Healthcare, Bullfinch Temporary Services April 2013 - September 2013
SR Consulting May 2009 - April 2013
Sovereign Bank March 2008 - May 2009
Cambridge Savings Bank & Appleton Partners, Inc. December 2004 - September 2007
Bank of America November 1997 - December 2004
Fleet Bank 1999 - 2004
BankBoston 1995 - 1999
BayBank January 1993 - December 1995
Skills
Service Excellence, Results Focused, Coaching, Team Building, Team Leadership, Problem Solving, Change Management, Business Development, Community Relations, Training and..., Service Quality, Project Management, Management, Banking, Sales, Training, Process Improvement
Education
Salem State University 2010 — 2011
Graduate Certificate, Business
University of Massachusetts, Amherst
B.A., Economics
Wilbraham & Monson Academy
HS, College Prep, AP Math, AP Biology
Geode Capital Management October 2007 - Present
Bank of America November 2002 - October 2007
BDC Financial June 2000 - October 2002
Fleet Bank August 1998 - June 2000
Putnam Investments January 1996 - August 1998
Skills
Fixed Income, Equities
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Economics
Citizens Commercial Banking December 2010 - Present
RBS January 2010 - December 2010
Citizens Bank 2006 - March 2010
Citizens Bank 1999 - 2005
Fleet Bank 1996 - 1999
Shawmut Bank 1993 - 1995
Skills
Cash Management, Banking, ACH, Treasury Services, Retail Banking, Small Business Lending, Treasury Management, Relationship Management, Internet Banking, Loans, Credit, Payments, Financial Transactions, Liquidity Management, Commercial Lending, Financial Risk, Branch Banking, Credit Analysis, Trade Finance, Financial Services, Credit Cards, Credit Risk
Education
University of Massachusetts Dartmouth 1989 — 1993
BA, Economics
St. John's High School 1986 — 1989
Peoples United Bank September 2012 - Present
Sovereign Bank June 2012 - September 2012
Citizens Bank December 2010 - June 2012
Merrimack Valley Federal Credit Union March 2007 - October 2010
Members Mortgage Company, Inc November 2001 - March 2007
Carmel Credit Union November 1999 - November 2001
Merrimack Valley Federal Credit Union November 1996 - November 1999
Merrimack Valley Federal Credit Union June 1994 - November 1996
Fleet Bank May 1992 - June 1994
Fleet Bank December 1991 - May 1992
Skills
Loans, Training, Management, Mortgage Lending, Loan Origination, Strategic Planning, Sales, Investments, Coaching, Cross Selling, Underwriting, Sales Management, Human Resources, Branch Management
Education
University of Massachusetts Lowell 1984 — 1990
BS Administration, Finance
Methuen High School 1980 — 1984
HS Diploma, College Prep
BNY Mellon 2009 - Present
The Bank of New York Mellon November 2006 - January 2009
The Bank of New York Mellon February 2007 - September 2008
The Bank of New York Mellon October 2000 - November 2006
The Bank of New York Mellon 1996 - 2004
Fleet Bank 1987 - 1994
Education
University of Massachusetts Boston
Bank of America/retired SVP, Customer ExperienceBank of AmericaFebruary 2009 - 2011
Bank of America September 1996 - 2011
Fleet Bank 1983 - 2008
FleetBostonFinancial 1996 - 2002
BayBank 1994 - 1996
Skills
Leadership, Management, Leadership Development, Coaching, Customer Experience, Continuous Improvement, Banking, Small Business, Retail Banking, Loans, Financial Services, Risk Management, Credit, Enterprise Software, Strategy, Strategic Thinking, Credit Cards, Problem Solving
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Political Science and Government
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
TD Bank Group 2012 - Present
Royal Bank of Scotland March 2009 - February 2012
Fidelity Investments September 2006 - January 2009
Citizens Financial Group March 2005 - September 2006
Bank of America January 1996 - February 2005
Fleet Bank 1996 - 2005
FleetBoston Financial 1996 - 2004
Wells Fargo May 1991 - January 1996
Allied First Bank 1985 - 1989
Allied First Bank 1985 - 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Bachelor of Science
CVS Caremark August 2006 - Present
CVS Caremark October 2005 - July 2006
Bank of America February 2004 - June 2005
FleetBoston Financial August 2002 - February 2004
FleetBoston Financial March 2002 - July 2002
Fleet Bank March 2000 - February 2002
Manpower Staffing Services October 1998 - February 2000
Skills
Training, HRIS, Employee Benefits, Talent Acquisition, Employee Relations, HR Policies, Customer Service, Human Resources, Performance Management, Recruiting, PeopleSoft, Interviews, Benefits Administration, Succession Planning, Onboarding
Education
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Arts, Sociology/SocialWork/ Languages
GE Capital 2005 - Present
Bank of America 2000 - 2005
Fleet Bank 1998 - 2000
Heller Financial 1990 - 1998
Skills
Corporate Finance, Business Development, Manage Client..., Loans, Portfolio Management, Investments, Investment Banking, Equities, Start-ups, Financial Analysis
Education
University of North Texas
BBA
Residential Mortgage Services, Inc. April 2012 - Present
Citizens Bank March 2011 - March 2012
First Horizon Home Loans February 2002 - April 2005
North American Mortgage April 1997 - January 2002
Eastern Bank February 1991 - March 1997
Fleet Bank January 1988 - January 1991
Skills
Finance, USDA, Mortgage Banking, Loan Origination, FHA, Refinance, Mortgage Lending, Reverse Mortgages, Residential Mortgages, Mortgage Underwriting, Loans, Commercial Lending, Consumer Lending, VA loans, FHA financing, Construction Loans, Credit Analysis, Credit, Underwriting, Banking, First Time Home Buyers, Government Loans, Investment Properties, Condos, Investors, Loan Servicing, Real Estate, Real Estate Transactions, Referrals
Education
University of Rhode Island 1976 — 1983
BA, Marine Enviromental Policy/ American History
Block Island School 1970 — 1976
Innovairre Communications (previously known as Pep Response Systems/RBS Holdings) 2012 - Present
MD's Trash Removal, Inc. January 1997 - February 2011
Peterborough Savings Bank April 1994 - December 1996
Fleet Bank June 1985 - April 1994
Skills
Account Reconciliations, Accounts Receivable, Inventory Management, Account Management, Accounting, Forecasting, Budgeting, Internal Audit, Client Services, BOD Reporting
Education
University of New Hampshire 1981 — 1985
Bachelor of Science (BS), Mathematics and Economics
MBTA November 2012 - Present
Arbella Insurance Group October 1993 - November 2012
Fleet Bank January 1992 - October 1993
Skills
Workers' Compensation..., Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Workers Compensation, Subrogation, Claim, Personal Injury, Account Reconciliation, Insurance, Management, Accounting, Accident, Training, Claims Management, Property & Casualty..., Customer Service
Education
University of Massachusetts Boston 1987 — 1992
Bachelor of Science (BS), Accounting and Finance
Boston College High School 1983 — 1987
College Prep
Insurance Institute of America
Associates in Claims Degree, AIC
Wentworth Consullting 2011 - Present
Heroic Media 2010 - 2011
University of Connecticut 2008 - 2011
Legion of Christ, Inc 1997 - 2008
Bank of Boston 1996 - 1997
Fleet Bank 1993 - 1996
Union Trust Bank 1991 - 1993
Citytrust Bank 1989 - 1991
CIGNA 1986 - 1989
Skills
New Business Development, Fundraising, Organizational..., Non-profits, Public Speaking, Strategic Planning, Volunteer Management, Public Relations, Management, Project Management, Research, Nonprofits, Teaching, Capital Campaign..., Executive Coaching, Fundraising Training, Management Consulting, Strategy, Advertising, Leadership Development, Program Development, Community Outreach, Proposal Writing, Event Planning, Grant Writing, Higher Education, Staff Development, Annual Giving, Philanthropy, Social Networking, Leadership
Education
University of Massachusetts, Amherst
B.S., Applied Mathematics
Waltham High
Diploma, College Preparatory
ORA Clinical October 2014 - Present
Schedulepros October 2013 - October 2014
Bank of America September 2008 - December 2008
Fleet Bank April 2001 - June 2003
Fleet Bank July 1997 - April 2001
Bronner Slosberg Humphrey July 1996 - July 1997
Bronner Slosberg Humphrey July 1995 - July 1996
Trans National Communications August 1994 - July 1995
John H. Harland Company August 1990 - August 1994
Skills
Direct Marketing, Account Management, Vendor Management, Relationship Building, Organization Skills, Time Management, Microsoft Office, Client Expectations..., Executive Calendar..., Sales Process
Education
University of Massachusetts - Isenberg School of Management, Amherst MA 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing, Cum Laude
Maynard High school
NetApp August 2006 - Present
Sumitomo Electric 2004 - 2006
Modus Media International 2001 - 2002
Nortel 1994 - 2001
Nortel Networks 1994 - 2001
Nortel Networks 1994 - 2001
Fleet Bank 1992 - 1993
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Psychology
Belforti Investments February 1999 - Present
Tucker Anthony April 1996 - January 1999
Merrill Lynch November 1994 - April 1996
Fleet Bank 1993 - 1994
Skills
Investments, Investment Strategies, Mutual Funds, Securities, Venture Capital, Entrepreneurship, Finance, Small Business, Hedge Funds, Financial Risk, Investment Management, Financial Services, Credit, ETFs, Retirement, Portfolio Management
Education
University of Massachusetts, Amherst 2001 — 2003
MBA, Finance/Business
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Bank of America March 1983 - Present
Fleet Bank 1983 - 1993
Skills
Performance Management, Banking, HRIS, PeopleSoft, Requirements Analysis, Human Resources, Requirements Gathering, Software Project..., Business Intelligence, Data Warehousing, Risk Management, IT Strategy, PMO, SQL, Employee Benefits, Process Improvement, Management, Change Management, Leadership, Project Management, Employee Relations, Microsoft Office, Customer Service, Workday, HRIS Database Management, Report development
Education
University of New Hampshire 1978 — 1982
Bachelor of Arts (BA), Mathematics and Computer Science
University of New Hampshire
Bachelor's degree, Mathematics and Computer Science
Bangor Savings Bank February 2003 - Present
Fleet Bank 1993 - 2003
Skills
Cash Management, Risk Management, Banking, Online Banking, Financial Analysis, Retail Banking, Loans, Credit, Lines Of Credit, Small Business Lending, Loan Origination, Consumer Lending, Commercial Lending, Team Building, Leadership, Customer Service
Education
University of Maine at Machias 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Spencer Technologies October 2014 - Present
Bell Oldow June 2014 - October 2014
Integration Partners November 2009 - May 2014
Covidien March 2009 - November 2009
EDS, an HP Company 2004 - 2008
Bank of America 2004 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1989 - 1998
Bank of Boston 1985 - 1998
Bank of Boston 1991 - 1995
Skills
Outlook, Product Management, Excel, Teamwork, Word, Telecommunications, PowerPoint, Strategy, Project Management, Vendor Management, Management, Microsoft Excel, Managed Services, Project Planning, Leadership, Microsoft Word, Troubleshooting, Sales, Unified Communications, VoIP, Networking, Switches
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Psychology
Framingham High School 1973 — 1976
Temple Beth Am
Boston University August 2015 - Present
Boston University Office of Technology Development October 2010 - August 2015
Boston University Dental Health Center February 2010 - October 2010
The Community Builders, Inc. May 1994 - January 1999
Fleet Bank 1991 - 1994
Skills
Data Analysis, Budgeting, SAP, Filemaker Pro, FileMaker, iEdison, SharePoint, Budgets, Patents, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Access, SPSS, Public Relations, Leadership, Photoshop, Event Planning, Fundraising, Microsoft Word, Strategy, Management, Research, Nonprofits
Education
University of Massachusetts Boston 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America 2012 - Present
Bank of America 2004 - 2012
Fleet Bank 2002 - 2004
Bank of Boston 1999 - 2002
Bank of Boston 1995 - 1999
Bank of Boston 1991 - 1994
Bank of Boston 1990 - 1991
Bank of Boston 1987 - 1990
Bank of Boston 1984 - 1987
Education
University of Kent 1981 — 1984
BA (Hons), Economics
Solihull School 1974 — 1981
GTECH Corporation November 2008 - Present
Specialized Communications Companies (SCC, Inc.) July 2008 - November 2008
The Revere Group 2006 - 2008
GTECH Corporation February 1999 - February 2006
Fleet Bank January 1996 - January 1999
Department of Defense 1991 - 1996
Skills
ITIL, PMI, Six Sigma, Resource Optimization, Project Management, Outsourcing, Business Strategy, Data Center, PMP, Program Management, Vendor Management, Resource Management, Project Portfolio..., Process Improvement, Cross-functional Team..., Agile Methodologies, Agile Project Management, Business Planning, Business Process, Business Process..., Cloud Computing, IT Strategy, Leadership, Management, PMO, Project Planning, Software Project..., Strategy
Education
Columbia University - Columbia Business School 2015 — 2015
Portsmouth Abbey
University of Maine
Bangor Savings Bank December 2007 - Present
KeyBank December 2000 - December 2007
Fleet Bank September 1999 - December 2000
Watt/Spohn Universal 1993 - 1997
US Army 1989 - 1993
Skills
Loans, Credit, Commercial Banking, Credit Risk, Banking, Commercial Lending, Retail Banking, Mortgage Lending, Portfolio Management, Consumer Lending, Credit Analysis, Underwriting, Financial Analysis, Risk Management, Small Business, Relationship Management, Retirement Planning, Credit Cards, Cash Management, Financial Risk, Due Diligence, Analysis, Customer Experience, Loan Origination, Management, Leadership, Bonds, Finance, Private Banking, Asset Management, Small Business Lending, Investments, Real Estate, Financial Services, Call Centers, Branch Management, Core Banking, Business Development, Lines Of Credit, Process Improvement, Mortgage Banking, Wealth Management, Strategic Financial..., Residential Mortgages, Strategic Planning, Treasury Management, Refinance, Financial Reporting, Sales, Deposits
Education
University of Phoenix
Bachelor of Science in Business Marketing, Marketing, Honors
New England School of Banking 2002 — 2003
Certificate, Banking Concentration
Tufts University February 1993 - Present
Fleet Bank June 1991 - February 1993
Shawmut National Corporation June 1988 - May 1991
Seidman and Seidman June 1987 - May 1988
Skills
Data Analysis, Higher Education, Microsoft Excel, Financial Analysis, Nonprofits, Microsoft Office, PowerPoint, Analysis, PeopleSoft, Data Warehousing, Financial Projection, Budget Process, Operating Budgets, Accounting, Financial Audits, Grant Administration
Education
University of Massachusetts, Amherst
Bachelor's Degree, Accounting and Business/Management
Preti Flaherty September 2013 - Present
Colleen P. Tucker, Esq. November 1990 - September 2013
State of Maine 2000 - 2008
Fleet Bank 1990 - 2000
RECOLL Management Corporation 1990 - 1994
Skills
Real Estate, Real Estate Transactions, Legal Research, Foreclosures
Education
University of Maine School of Law 1981 — 1984
JD, Law
University of Maine 1975 — 1979
BA, International Affairs/ German
Sanford High School 1971 — 1975
Brookline Bancorp August 2008 - Present
Bank of America November 2004 - November 2007
Bank of America October 2004 - November 2005
Fleet Bank 2000 - 2004
Bank Boston January 1996 - December 1999
BankBoston 1977 - 1999
Skills
Risk Management, Cash Management, Vendor Management, Financial Analysis, Strategy, Mergers & Acquisitions, Banking, Management, Commercial Banking, Mergers, Business Strategy, Due Diligence, Financial Services, Project Management, Treasury Services, Customer Satisfaction
Education
University of Massachusetts Boston 1979 — 1982
Federal Reserve Bank of Boston October 2014 - Present
Staples June 2013 - October 2014
Ellucian February 2008 - May 2013
American Student Assistance 2002 - 2008
OneBeacon Insurance 2001 - 2002
Fleet Bank 1994 - 2000
Skills
Requirements Gathering, Business Requirements, Business Analysis, SDLC, Requirements Analysis, Software Project..., Scrum, Agile Methodologies, Business Intelligence, Project Management
Education
University of Massachusetts at Lowell
Wentworth Institute of Technology
Novi Community Education 2003 - Present
University of Detroit Mercy August 2001 - Present
Fleet Leasing 1998 - 2001
Fleet Bank 1998 - 2001
Skills
PowerPoint, Leadership, Training, Access, Analysis, Management, Business Analysis, Microsoft Office, Microsoft Excel, System Administration, SDLC, Troubleshooting, Human Resources, Public Speaking, Customer Service, Research, Process Improvement, Strategic Planning, Social Media, Higher Education, Teaching, Audio Visual, Leadership Development, Program Management, Team Building, Staff Development, Nonprofits, Fundraising, Instructional Design, Coaching
Education
University of Phoenix 2001 — 2003
Bachelor of Commerce (B.Com.), 3.5
State Street June 2015 - Present
State Street August 2014 - Present
State Street July 2008 - August 2014
NEADS/Dogs for Deaf and Disabled Americans June 2011 - March 2014
International Planning Group May 2008 - June 2008
International Planning Group and The Baker Companies June 2002 - March 2008
Fleet Bank November 1997 - June 2002
Fleet Bank February 2000 - April 2000
Fleet Bank February 1999 - April 2000
Fleet Bank November 1997 - October 1999
Skills
Banking, Insurance, Financial Services, Risk Assessment, Internal Audit, Auditing, Risk Management, Wealth Management, Investments, Financial Risk, Business Analysis, Process Improvement, Accounting, Project Management, Business Process..., Basel II, Change Management, Management, Training, Software Documentation, Leadership, Mergers & Acquisitions, Analysis
Education
University of Massachusetts, Amherst 1985 — 1989
BS
New England College in Arundel - Semester Abroad 1987 — 1987
Nationwide Insurance November 2013 - Present
Travelers January 2006 - October 2013
The Hartford 1997 - 2006
Fleet Bank July 1995 - December 1997
Shawmut Bank November 1992 - July 1995
Fleet Bank July 1990 - October 1992
Banc One Coporation December 1986 - July 1990
PSFS _Meritor Financial July 1980 - December 1987
Skills
Insurance, Strategic Planning, Segmentation, Analytics, Property & Casualty..., Financial Services, Customer Acquisition, Marketing Strategy, Marketing, Product Management, Thought Leadership, Leadership, Casualty, Mergers & Acquisitions, Professional Liability, Business Development, Commercial Insurance, Workers Compensation, Employment Practices..., Legal Liability, Commercial Lines, Executive Management, Liability, Umbrella Insurance, Brokers, General Insurance
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS Econ, Finance
Evergreen Animal Hospital July 2006 - Present
Renton West Veterinary Hospital April 2005 - Present
Staples August 2002 - April 2005
Attachmate February 1999 - April 2002
Microsoft July 1998 - February 1999
Eastern Maine Medical Center November 1997 - April 1998
Fleet Bank June 1989 - November 1997
Skills
Veterinary, Employee Relations, Human Resources, Personnel Management, Leadership Development, Performance Management, Coaching, Training, Employee Benefits, Team Building, Organizational..., Recruiting, Leadership, Management, Practice Management, Employee Handbooks, Change Management, Talent Management, Customer Service, Training Delivery
Education
University of New Hampshire-Manchester 1989 — 1993
Ernst & Young meeting plannerbank of america2002 - 2005
bank of america 1998 - 2005
Fleet Bank 1998 - 2003
Education
University of Massachusetts Dartmouth
Elsevier February 2007 - September 2013
Dow Jones February 1999 - December 2006
Factiva 2005 - 2006
Hartford Life 1996 - 1999
Fleet Bank 1987 - 1996
CIGNA Group Insurance 1985 - 1989
EDS 1980 - 1985
Skills
IT Strategy, Vendor Management, E-commerce, Outsourcing, SDLC, Mergers, Strategic Planning, Business Analysis, Enterprise Architecture, Business Intelligence, Project Portfolio..., Content Management, Strategy, Management, Leadership, Analytics, Program Management, Strategic Partnerships
Education
University of Massachusetts, Amherst 1975 — 1980
BBA, Finance
Santander Bank, N.A. 2003 - Present
Fleet Bank 1999 - 2003
Skills
Commercial Lending, Loans, Investment Banking, Retail Banking, Commercial Banking, Strategic Financial..., Consumer Lending, Management, Sales Operations, Sales Process, Sales Management, Banking, Leadership, Sales, Training, Cross Selling, Branch Management, Talent Development, Portfolio Management, New Business Development, Credit, Relationship Management, Investments, Loan Origination, Financial Services, Talent Management
Education
University of Massachusetts Lowell 1996 — 2000
Computer Science, Computer Science
Bank of America December 2008 - Present
Bank of America April 2004 - December 2008
Fleet Bank October 2000 - April 2004
Fleet Bank January 1998 - October 2000
Fleet Bank April 1995 - December 1998
Education
University of New Hampshire
BA
Merrill Lynch February 2005 - Present
Bank of America July 2002 - February 2005
Fleet Bank March 2000 - February 2002
Skills
Salesforce.com, Series 7, series 66, Notary Public, Thomson One
Education
University of Massachusetts, Amherst 1988 — 1992
Management
City of Auburn, Maine August 2015 - Present
Maine Turnpike Authority September 2011 - Present
Androscoggin Bank April 2007 - Present
Camden National Bank January 2000 - September 2002
Kingfield Bank 1994 - 1999
Fleet Bank 1972 - 1991
Norstar 1983 - 1988
Northeast Bankshare 1972 - 1983
Skills
Financial Reporting, Management, Banking, Sales, Cash Management, Loans, Commercial Lending, Finance, Investments, Sales Management, Program Management, Coaching, Team Building, Retail, Financial Analysis, Financial Services, Microsoft Excel, Customer Service, Internet Banking, Nonprofits, Account Management, Strategic Planning, Leadership, Risk Management, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Small Business Lending
Education
University of Maine 1966 — 1970
B.S., Business/Managerial Economics
Winning Mom of the Year Daily September 2002 - Present
Northeast Nursery/Great Garden Supply August 2012 - June 2014
Fleet Bank March 2000 - January 2002
FamilyEducation Network November 1998 - March 2000
Bernard Hodes Advertising July 1996 - November 1998
Skills
Sales Management, Vendor Management, Customer Service, Blogging, Sales, Strategic Planning, Account Management, Management, Medical Devices, Start-ups, Online Advertising, Salesforce.com, Marketing Strategy, Sales Operations, Email Marketing, CRM, Lead Generation
Education
University of Massachusetts at Lowell 1992 — 1996
Bachelor of Arts (B.A.), English (Writing Concentration)
Chevy Chase Bank 2005 - 2006
GE Commercial Finance 2003 - 2005
BNP Paribas 2002 - 2003
Dresdner 2000 - 2002
Fleet Bank 1998 - 2000
Skills
Risk Management, E-commerce
Education
University of Maryland College Park 1994 — 1995
n/a, MBA
Citizens Financial Group January 2000 - Present
US Trust 1998 - 2000
Fleet Bank 1992 - 1998
Bank of New England 1969 - 1992
Education
University of Massachusetts Boston 1970 — 1974
The Piedmont Bank July 2008 - Present
Gainesville Bank and Trust January 2008 - July 2008
BayRock Mortgage Corporation February 2007 - November 2007
BayRock Mortgage Corporation February 2006 - February 2007
HomeQuest Capital Funding, LLC March 2004 - January 2006
Fleet Bank 1998 - 2004
Fleet Financial Services 1972 - 2004
Skills
Loan Origination, Loans, Mortgage Lending, Sales, Credit, Management, Commercial Banking, Leadership, Underwriting, Team Building, Banking, Customer Service, Real Estate, Marketing, Credit Analysis, Commercial Mortgages, Commercial Lending
Education
Gainesville State College 1994 — 1999
A. A. S., Paralegal Studies
Gainesville State College
A. S., Business Administration
Citizens Bank October 2014 - Present
Citizens Bank August 2013 - Present
RBS Americas April 2008 - August 2013
Citizens Bank November 2005 - December 2008
Bank of America September 2004 - June 2005
Fleet Bank 1996 - 2005
Skills
Auditing, Financial Risk, Internal Audit, Financial Services, Loans, Internal Controls, Risk Management, Finance, Banking, Operational Risk..., Commercial Lending, Operational Risk, Portfolio Management, Risk Assessment, Mergers & Acquisitions, Enterprise Risk..., Risk, Management, Sarbanes-Oxley Act, AML
Education
University of Massachusetts Dartmouth
B.S., Finance
New York Life Insurance Company May 2014 - Present
OppenheimerFunds March 2012 - April 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds March 2007 - May 2010
OppenheimerFunds October 1998 - March 2007
Fleet Bank 1995 - October 1998
Skills
Retirement Planning, Product Management, Product Development, Program Management, Retirement, Management, CRM, 401k, Marketing, Sales, Wealth Management, Strategy, Alternative Investments, Integration, Mutual Funds, Investments, Training, Asset Management, Mergers & Acquisitions, Financial Services
Education
University of Rhode Island 1991 — 1995
Citizens Financial Group, Inc. December 2014 - Present
Liberty Mutual Group September 2010 - August 2013
Bank of America March 2006 - February 2010
Carroll & Associates May 2003 - February 2006
Fidelity Investments September 2000 - April 2003
Fleet Bank April 1998 - August 2000
The Kessler Group 1990 - 1998
Skills
Leadership, Cross-functional Team..., Marketing Strategy, Marketing, Integrated Marketing, Multi-channel Marketing, Lead Generation, Customer Acquisition, Customer Loyalty..., Product Marketing, Direct Marketing, CRM, Strategic Partnerships, Analytics, Marketing Research, Segmentation, Database Marketing, Competitive Analysis, Management, Relationship Marketing, Strategic Planning, Sales, Market Analysis, Email Marketing, Digital Marketing, Online Marketing, Marketing Management, Business Planning
Education
University of Massachusetts, Amherst 1978 — 1982
Economics
SMC Partners, LLC April 2012 - Present
SMC Partners November 2007 - Present
United Way of Greater Waterbury 2006 - 2007
Health Net May 1995 - August 2004
HealthNet, Inc 1995 - 2004
Fleet Bank September 1993 - September 1994
Shawmut Bank June 1990 - September 1993
Accenture January 1987 - June 1990
Andersen Consulting 1987 - 1990
Arthur Andersen 1987 - 1990
Skills
Requirements Analysis, Life-cycle Management, Manage Complex Projects, Business Process, Cross-functional Team..., Team Building, Data Analysis, Vendor Management, Process Improvement, Business Analysis, Business Process..., Database Design, Program Management, SDLC, Business Case, Healthcare, Healthcare Consulting, Healthcare Information..., Healthcare Industry, Healthcare Management, Project Management, Project Planning, Project Delivery, Budgets, Project Portfolio..., Software Documentation, Integration, Outsourcing, Databases, Medicaid, Management Consulting, IT Strategy, Visio, PMO, Consulting, EHR, Medicare, Business Process...
Education
University of Pennsylvania 1982 — 1986
BS, Finance, Mechanical Engineering
Pomperaug High School, Southbury, CT 1978 — 1982
Citizens Bank December 2004 - Present
Citizens Bank December 2004 - July 2008
Bank of America October 2003 - November 2004
Fleet Bank May 1999 - November 2003
Skills
Risk Management, Auditing, Operational Risk..., Internal Audit, Operational Risk, Credit, Financial Risk, Credit Risk, Banking, Enterprise Risk..., Financial Analysis, Basel II, Internal Controls, Financial Services, Commercial Banking, Microsoft Excel, Risk Assessment, Finance, Commercial Lending, KYC, Loans, AML, Cash Management, Mutual Funds, Corporate Governance, Sarbanes-Oxley Act, Credit Analysis, Governance, OFAC, Risk Analysis, USA PATRIOT Act, Cash Flow, CCAR, Model Risk Management
Education
University of Rhode Island 1992 — 1996
BS, Economics
Baku State University 1989 — 1991
Bachelor's degree, Economics
Aflac February 2015 - Present
Howard County Government June 2011 - Present
Howard County Government March 2008 - June 2011
Howard County Government May 2006 - February 2008
Kohl's Department Stores October 2002 - December 2005
Fleet Bank May 1999 - August 2002
Skills
Employee Relations, Performance Management, Organizational..., Training, Coaching, Customer Service, FMLA, Outlook, Microsoft Office, Benefits Administration, Team Building, SQL, SAP, Hansen, Data Analysis, Project Management, Project Coordination, Inventory Control, Personnel Management, Leadership
Education
University of Maryland University College 2011 — 2012
Master of Business Administration (MBA)
University of Maryland University College 2008 — 2011
MSIT, Database Systems
University of Massachusetts Boston 1996 — 1999
Bachelors, Management
Boston Latin academy
Cision Global Analysts August 2014 - Present
Cision September 2011 - July 2014
Report International October 2008 - August 2011
Cymfony (now Visible) March 2004 - August 2011
Backbone Media, Inc September 2009 - October 2010
KDPaine & Partners, LLC January 2005 - January 2007
Delahaye Medialink 2001 - 2006
Country Designs & Everlastings 1994 - 1998
Fleet Bank July 1985 - November 1993
Skills
Content Analysis, Editing/Proofreading, Fieldworker Management, Microsoft Word, Excel..., Software platforms: VMS..., Media Analysis, Social Media, Public Relations, Management, Editing, Data Analysis, Training, Strategy, Social Media Marketing, Market Research, Research, Customer Service, Social Networking, Analysis, Marketing Communications
Education
University of New Hampshire 1981 — 1985
BA, English
Florida Bank of Commerce August 2006 - Present
Fifth Third Bank August 2001 - August 2006
AmSouth Bank July 2000 - August 2001
Fleet Bank 1990 - 2000
Skills
Small Business, Team Building, Small Business Lending, Commercial Lending, New Business Development, Sales Management, Leadership, Entrepreneurship, Coaching, Business Development, Public Relations, Finance, Credit, Financial Analysis, Banking, Time Management, Commercial Banking, Sales, Mergers & Acquisitions, Marketing, Marketing Strategy, Loans, Account Management, Customer Service, Budgets, Marketing Communications, Lines Of Credit, Team Leadership, Real Estate, Consumer Lending, Credit Analysis, Customer Service...
Education
University of New Haven
Business
Centrix Bank January 2000 - Present
Fleet Bank January 1974 - December 2000
Skills
Banking, Loans, Financial Analysis, Real Estate, Mortgage Lending, Small Business, Commercial Lending, Small Business Lending, Portfolio Management, Lines Of Credit, C&I Lending, Commercial Mortgages, SBA 504, Commercial Banking, SBA
Education
University of New Hampshire 1968 — 1972
BA, Political Science
Jennifer Guzzi Bookkeeping Services LLC October 2007 - Present
TD Banknorth March 2002 - July 2007
MetroWest Bank December 2000 - March 2002
MetroWest Bank June 2000 - December 2000
Fleet Bank June 1997 - June 2000
Skills
Microsoft Office, Banking, Training, Business Development, Microsoft Excel, Customer Service, Strategic Planning
Education
University of New Hampshire 1993 — 1997
BA, History
Citizens Bank May 2014 - Present
First Marblehead Corporation September 2011 - May 2014
Union Federal Savings Bank May 2008 - February 2012
First Marblehead Corporation September 2007 - September 2011
First Marblehead Corporation October 2004 - September 2007
Fleet Bank November 2002 - May 2004
CitiStreet March 2000 - May 2002
Skills
Private Student Loans, Bank Secrecy Act, Board of Directors..., M & A Due Diligence, CFPB, Enterprise Risk..., Regulatory Examinations, Regulatory Compliance, OCC, Due Diligence, Risk Management, AML, Sarbanes-Oxley, Privacy Law, Financial Risk, Banking, Management, Internal Controls, Internal Audit, Auditing, Mutual Funds, Sarbanes-Oxley Act, Credit, Operational Risk, Credit Risk, Risk Assessment, Corporate Governance, Operational Risk..., Financial Analysis, USA PATRIOT Act, Leadership, Financial Services, Portfolio Management, Cash Management, Financial Modeling, Business Process..., Credit Analysis, Mergers & Acquisitions, OFAC, Finance, Corporate Finance, Capital Markets, Financial Institutions, Securitization, Loan Origination
Education
University of Kentucky
University of Kentucky College of Law
JD, Law
ADP 2010 - Present
ADP July 2000 - 2010
Fleet Bank February 1999 - July 2000
Skills
SaaS, Access, Business Analysis, Business Intelligence, Requirements Analysis, CRM, SQL, Strategy
Education
Allstate Institute of Technology 1998 — 1999
Electronics Certificate
University of Massachusetts, Amherst 1983 — 1984
none, Computer Science
Marthas Vineyard Regional High School 1979 — 1983
High School Diploma
Bank of America January 2014 - Present
Citizens Bank June 2002 - January 2014
Fleet Bank July 2000 - June 2002
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Asset Based Lending, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting, Credit Risk, Financial Analysis, Loan Origination, Financial Risk, Risk Management, Finance, Cash Management, Consumer Lending, SBA, Treasury Management
Education
University of Massachusetts Boston 1991 — 1993
Not complete, Business and accounting
ADP November 2008 - Present
Fleet Bank July 1991 - August 1994
Education
University of Pennsylvania 1985 — 1989
BA, Sociology & American History
American Capital December 2005 - Present
Bank of America 2003 - 2005
Fleet Bank 1996 - 2002
NatWest 1988 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, LBO, Mergers & Acquisitions, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1984 — 1988
BS and BA, Economics and Political Science
CVS April 2011 - Present
Self-Employed August 2012 - Present
Citizens Bank June 2009 - April 2011
Citizens Financial Bank May 2006 - May 2009
Bank of America April 2004 - December 2004
Fleet Bank January 1999 - April 2004
Skills
Recruiting, Performance Management, Employee Engagement, Employee Relations, HR Policies, Human Resources, Hiring, Onboarding, Quality Assurance, Succession Planning, Talent Management, New Hire Orientations, Talent Acquisition, Management, PeopleSoft, HRIS, Leadership, Training
Education
University of Rhode Island 2007 — 2010
Master, Labor Relations & Human Resources
University of Rhode Island
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
Webster Bank April 2012 - Present
Bank of America May 2005 - January 2012
Bank of America June 1998 - May 2005
Fleet Bank 1995 - 2004
Skills
Product Management, Financial Management, Strategic Planning, Managerial Finance, Banking, Lockbox, Financial Analysis, Finance, CRM, Payments, Treasury Services, Cash Management, Financial Risk, Management, Treasury, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1979
BS, Finance and Economics
CVS Caremark September 2005 - Present
Fleet Bank March 1997 - February 2005
Skills
Business Process..., SDLC, Process Improvement, PMP, Vendor Management, Project Portfolio..., Business Analysis, Visio, PMO, Software Project..., Cross-functional Team...
Education
University of Massachusetts, Amherst 1988 — 1992
Bank of America Senior Vice PresidentBank of AmericaApril 2005 - November 2011
Fleet Bank 1987 - 2005
Skills
Banking, Financial Services, Portfolio Management, Project Management, SDLC, Risk Management, Credit, Business Analysis, Commercial Banking, Data Warehousing, Financial Analysis, Loans, Project Portfolio..., Relationship Management, Process Improvement, Vendor Management, Retail Banking
Education
University of Massachusetts, Amherst 1968 — 1971
BA, Sociology
Annaly Capital Management July 2015 - Present
GE Real Estate June 2004 - Present
Fleet Bank February 2001 - June 2004
Skills
Financial Analysis, Valuation, Portfolio Management, Financial Modeling, Loans, Microsoft Excel
Education
University of Pennsylvania 1992 — 1996
Bachelor of Arts, Communications and Management
Bank of America October 2009 - Present
National City Business Credit July 2007 - March 2009
LaSalle Business Credit April 2004 - July 2007
Fleet Capital Corporation June 1992 - March 2004
Fleet Bank 1992 - 1995
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Business Administration
Bank of America Merrill Lynch 2004 - Present
Fleet Bank 1994 - 2004
National Westminster Bank January 1988 - August 1994
Manufacturers Hanover Trust August 1981 - January 1988
Skills
Banking, Cash Management, Treasury Services, Risk Management, Sales, Operations Management, Leadership, Treasury Management, Capital Markets, Portfolio Management, Commercial Banking, FX Options, Payments, Investments, Credit, Corporate Finance, Financial Services
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, International Business & Marketing
University of New Hampshire 1977 — 1981
B.A., Foreign Language & Business
Greenwich High School 1974 — 1977
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Bedard Realty March 2015 - Present
Keller Willams Realty June 2014 - March 2015
Bedard Realty 2007 - June 2014
Bristol County Realty 2004 - 2007
DeWolfe -Coldwell Banker April 2002 - November 2004
Fleet Bank May 1998 - October 2001
BayBank 1978 - 1989
Skills
First Time Home Buyers, Residential Homes, ABR, New Home Sales, National Association of..., Sellers, Relocation, Seniors, Single Family Homes, Listings, Short Sales, Foreclosures, Buyer Representation, Real Estate, Contract Negotiation, Condos, Townhomes, Seller Representation, Referrals, Move Up Buyers, New Homes, Relocation Buyers, Buyers, Vacation Homes, Income Properties
Education
University of Massachusetts, Amherst 1976 — 1985
BA, History
Dedham High School 1970 — 1974
Sullivan & Cromwell LLP February 2008 - Present
Wagner Electric Corp March 2004 - July 2007
Fleet Bank January 2003 - February 2004
EE&C Financial Services October 2001 - June 2002
NBC 1998 - 1998
Skills
Microsoft Excel, Legal Writing, Outlook, Social Media Marketing, Event Planning, Administrative..., PowerPoint, Public Relations, Event Management, Social Media, Microsoft Word, Strategic Planning, Microsoft Office, Media Relations, Social Networking, Marketing, Market Research
Education
University of Phoenix 2008 — 2010
Bachelor's, Mass Communications
Western International University 2005 — 2007
Associate, Business Management
Columbia High School 1994 — 1997
Bank of America 2003 - Present
artworks 2007 - 2008
Fleet Bank 1997 - 2002
BankBoston 1994 - 2001
Education
University of Massachusetts Dartmouth
University of Massachusetts Amherst September 2007 - May 2009
University of Massachusetts Amherst September 2006 - May 2007
Fleet Bank 2001 - 2003
Education
University of Massachusetts, Amherst 2007 — 2009
M.A., Chinese Applied Linguistcs
University of Massachusetts, Amherst 2003 — 2007
B.A., Linguistics, Economics, Chinese
Sovereign Bank January 2008 - May 2009
Sovereign Bank June 1999 - January 2008
Fleet Bank February 1995 - June 1999
NHSB 1984 - 1989
Portsmouth Savings Bank 1981 - 1985
Skills
Strategic Planning, Leadership, Business Development, Operations Management, Banking, Risk Management, Sales Management, Performance Management, Coaching, Budgets, Change Management, Portfolio Management, Management, Loans, Retail Banking, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Negotiation, Sales, Sales Operations, CRM, Customer Service
Education
University of New Hampshire 1976 — 1980
BS, Cum Laude, Education / Psychology
Weymouth South High 1972 — 1976
Bank of America March 2009 - Present
Bank of America June 2002 - July 2005
Fleet Bank April 2001 - June 2002
Fleet Bank August 1998 - April 2001
Education
University of Maine 1992 — 1996
BS, Finance
RBS Lynk December 2005 - September 2008
RBS Lynk December 2005 - September 2008
Bank of America June 2004 - July 2005
Bank of America June 2000 - July 2005
Fleet Bank January 1998 - May 2004
Fleet National Bank / Bank of America January 2000 - January 2004
Education
University of Phoenix 2007 — 2011
BA, Business Management
University of Phoenix
Business, Management
Hampden Bank 2012 - Present
Berkshire Bank October 2007 - July 2012
Bank of America Merchant Services May 1993 - October 2007
Fleet Bank 1993 - 1996
Skills
Merchant Services, Banking, Commercial Lending, Loans, Commercial Banking, Credit, Cross Selling, Small Business Lending, Mortgage Lending, Retail Banking, Consumer Lending, Electronic Payments, Payment Card Processing, Relationship Management, Portfolio Management, Credit Analysis, Underwriting, Credit Cards, ACH, Asset Based Lending
Education
University of Massachusetts Dartmouth 1974 — 1978
Marketing, Business
First Eastern Mortgage a division of First Federal Savings Bank of Boston May 2014 - Present
EXIT Group One Real Estate and Broker-One Mortgage 1994 - Present
Greenpark Mortgage a division of Berkshire Bank May 2010 - May 2014
Banknorth January 1990 - December 1992
Fleet Bank 1989 - 1991
Skills
Real Estate, New Business Development, Banking, Customer Service, Negotiation, Microsoft Office, Strategic Planning, Microsoft Excel, Investments, Investment Properties, Contract Negotiation, First Time Home Buyers, Selling, Referrals, Budgets, Commercial Lending, Sales Management, Small Business, Short Sales, Direct Sales
Education
University of Massachusetts Lowell
BS, Fianance and Management
Stonier Graduate School of Banking
Wells Fargo 2006 - 2012
Wells Fargo 2000 - 2006
Fleet Bank 1997 - 2000
Fleet Bank January 1996 - July 1999
Skills
ACH, Financial Services, Treasury Management, Banking, Strategic Planning, Relationship Management, Business Analysis, Strategic Partnerships, Product Development
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Communications
Vantagen December 1997 - Present
Fleet Bank October 1994 - December 1997
United Tote December 1991 - October 1994
Skills
Vendor Management, Project Management, Change Management, Strategic Planning, Management, Leadership, Training, Organizational..., Microsoft Office, Strategy, Customer Service, SQL, Databases, Payroll, Process Improvement, Leadership Development
Education
UMass Lowell 1981 — 1986
BS, Business Adminstration
Bank of America May 1990 - Present
Bank of America December 2008 - December 2010
Fleet Bank May 1990 - December 2008
Skills
Retail Banking, Banking, Commercial Banking, Consumer Lending, Credit Cards, Customer Satisfaction, Sales Management, Customer Service, Team Management, Relationship Management, Credit, Risk Management, Credit Risk, Credit Analysis, Portfolio Management, Loans, Commercial Lending, Cross Selling, Mortgage Lending
Education
University of Maine 1986 — 1990
Bachelor of Arts (B.A.), Mathematics and Statistics
Kwik Shop Inc. April 2014 - Present
Boston Market December 2011 - March 2014
7-Eleven July 2006 - October 2011
McDonald's Corporation November 2002 - June 2006
Fleet Bank February 2001 - November 2002
Friendly Ice Cream Corporation June 1997 - October 2000
Skills
Management Development, Leadership, Team Building, P&L, Recruiting, Customer Service, Customer Satisfaction, Coaching, Management, Budgets, Sales
Education
University of Pittsburgh 1980 — 1985
BA, Communications
Boston Technical High School 1974 — 1977
Diploma, College prepatory
Millbrook Realty Group LLC 2014 - Present
Centerline Capital Group 1992 - 2013
Centerline Capital Group 1992 - 2010
Fleet Bank 1991 - 1992
Skills
Tax Credits, Due Diligence, Real Estate Development, Real Estate Economics, Affordable Housing, LIHTC, Investment Properties, Structured Finance, Disposition, Property Management, Real Estate Financing, Valuation, Real Estate, Contract Negotiation, Apartments, Acquisitions, Real Estate Transactions, Private Equity, Commercial Real Estate, Asset Management, Financial Structuring, Finance, Securitization, CMBS, Asset Managment, Brokerage, Leases, Commercial Mortgages
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
Master of Business Administration (MBA)
Wilton High School
KeyBank 2004 - Present
Fleet Bank 1995 - 2004
Maine Municipal Association 1994 - 1995
Fleet Bank 1992 - 1994
Recall Management 1991 - 1992
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Credit Analysis, Credit, Financial Analysis, Risk Management, Middle Market, Lines Of Credit
Education
University of Maine 1987 — 1991
Bachelor's degree, Accounting
Fidelity 2000 - 2001
Fleet Bank 1999 - 2000
State Street 1998 - 1999
BankBoston 1989 - 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Onboarding
Education
University of Massachusetts Lowell 2008 — 2011
BLA, English and History
Signature Bank May 2015 - Present
Large Regional Bank 2011 - May 2015
Grammer and Co. December 2010 - August 2011
Coldwell Banker Residential Brokerage January 2002 - August 2011
Fleet Bank 1979 - 2000
Skills
Time Management, Real Estate, Loans, Portfolio Management, Banking, Leadership, PowerPoint, Management, Sales, Marketing, Negotiation, Customer Service, Microsoft Excel, Budgets, Training, Investments, Project Planning, Strategic Planning, Credit, Sales Management, Selling, Analysis, Finance, Team Building, Financial Services, Financial Analysis, Risk Management, Mortgage Banking, Investment Properties, Investors, Mortgage Lending, Financial Risk
Education
University of Pennsylvania 1976 — 1979
Bachelor of Arts, Economics, History
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Manatee County Sheriff's Office March 2013 - Present
Anna Maria Oyster Bar July 2006 - March 2013
North River Dental March 2003 - November 2006
Fleet Bank February 1991 - January 2002
Education
University of Phoenix 2011 — 2015
Masters Degree, Psychology and Criminal Justic
William H Davies Vocational Tech 1987 — 1990
High School, Accounting
Huntington Valley Bank 2012 - Present
BeneTrends, Inc. January 2011 - February 2012
Third Federal Bank March 2009 - January 2011
Sun National Bank 2008 - 2009
Preferred Capital 2007 - 2008
Commerce Bank 2002 - 2007
Fleet Bank 1999 - 2002
PNC 1996 - 1999
Mellon PSFS 1987 - 1996
Skills
Commercial Lending, Commercial Real Estate, New Business Development, Portfolio Management, Excellent verbal &..., Highly detail oriented, Conscientious, SBA 7a & 504, Credit, Franchising, Business Development, SBA, Commercial Mortgages, Small Business, Lines Of Credit
Education
University of Pennsylvania - The Wharton School
Kennebec Savings Bank June 2014 - Present
Franklin Savings Bank - Maine December 2011 - June 2014
Bangor Savings Bank June 1998 - December 2011
Fleet Bank 1982 - 1998
Skills
Sales Management, Team Leadership, Loan Structuring, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Underwriting, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Customer Experience, New Business Development, Commercial Banking, Consumer Lending, Small Business Lending
Education
National School of Banking, Fairfield CT 1999 — 2001
University of Maine 1978 — 1982
Bachelor's of Arts, Political Science and History
Bank of America September 2013 - Present
Bank of America January 2007 - September 2013
Bank of America May 2004 - January 2007
Fleet Bank February 2000 - May 2004
BankBoston, BayBank April 1991 - February 2000
Skills
Banking, Risk Management, Credit, Relationship Management, Customer Service, Commercial Banking, Loans, Retail Banking, Financial Services, Leadership, Legal Compliance, Regulatory Requirements
Education
University of Massachusetts Boston
BS in Education
Sears, Roebuck and Co. August 2007 - Present
Advance Auto Parts December 2009 - December 2010
Bank of America March 2003 - October 2005
Fleet Bank December 1998 - March 2003
Fleet Bank September 1994 - December 1998
The Bank for Savings April 1988 - September 1992
Neworld Bank December 1980 - April 1988
Skills
Retail Banking, Credit, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Consumer Lending, Branch Banking, Small Business Lending, Cross Selling, Portfolio Management, Risk Management, Banking, Business Analysis, Management, Customer Service, Sales
Education
University of Massachusetts Boston 1977 — 1981
Bachelor of Arts (B.A.), Economics, 3.4
Falmouth, MA January 2013 - Present
Boston Private Bank March 2004 - December 2012
Fleet Bank 2000 - 2003
Bank Boston 1997 - 2000
Skills
Risk Management, Commercial Banking, Banking, Financial Risk, Credit, Portfolio Management, Commercial Lending, Credit Risk
Education
University of Massachusetts Boston 1966 — 1970
BA, English
St. Clare
RI Council of Community Mental Health Organizations September 2013 - Present
RI Council of Community Mental Health Organizations & DATA of RI December 2011 - August 2013
South Kingstown Partnership for Prevention October 2006 - September 2011
Fleet Bank May 1979 - September 1996
Education
University of Rhode Island 1973 — 1977
BS, Education
H & R Block December 2004 - Present
Fleet Bank February 1990 - June 1998
Shawmut Bank September 1985 - April 1990
Skills
Data Entry, Payroll, Outlook, Administrative..., Spreadsheets, QuickBooks
Education
University of New Haven 1988 — 1990
Master of Business Administration (MBA), Management
University of New Hampshire 1962 — 1965
Bachelor of Science (BS), Chemistry
Century Bank and Trust November 2002 - Present
Fleet Bank December 1991 - November 2002
Skills
Credit, Banking, Loans, Compliance, Small Business Lending, Loans Administration, Mortgage Lending, Commercial Banking, Risk Management
Education
University of New Hampshire
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics
Bachelor's degree, Business Administration
County of Bristol January 2005 - Present
Bank of America February 2004 - December 2004
Fleet Bank September 1993 - February 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, Financial Analysis
Education
University of Massachusetts Dartmouth 1986 — 1990
Bachelor of Science (B.S.), Accounting
Middlesex Savings Bank August 2011 - Present
Metro Credit Union 2007 - 2011
Fleet Bank 1999 - 2004
BankBoston 1993 - 1999
Multibank Financial Corporation 1983 - 1993
Skills
Commercial Lending, Small Business Lending, Financial Services, Loans, Banking, Portfolio Management, Cash Management, Branch Management, Business Development, Retail Banking, Credit, Commercial Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Loan Origination, Underwriting, Credit Risk, Finance, Credit Analysis, Consumer Lending
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
Community Mediation, Inc. November 2011 - Present
Sentinel Real Estate August 1994 - April 2008
Fleet Bank August 1990 - August 1994
Skills
Mediation, Conflict Resolution, Dispute Resolution, Alternative Dispute..., Litigation, Civil Litigation, Legal Research, Asset Management, Investment Properties, Budgets, Contract Negotiation, Property Management, Public Speaking, Program Development, Nonprofits, Workshop Facilitation, Leadership Development, Volunteer Management, Fundraising, Organizational..., Community Outreach, Community Development
Education
University of Minnesota Law School
Juris Doctor (J.D.)
University of Minnesota-Twin Cities
Bachelor's Degree
ARC December 2014 - Present
Bank of America August 1998 - December 2014
Bank of America December 2008 - June 2014
Bank of America December 2005 - December 2008
Bank of America April 2004 - December 2005
LAN Services, FleetBoston Financial April 2001 - April 2004
Fleet Bank August 1998 - April 2001
Skills
Microsoft Office, Management, Business Analysis, Customer Service, Requirements Analysis, Integration, Security, Information Security, Firewalls, Servers, Disaster Recovery, Vulnerability Assessment, Networking, Enterprise Software, Operating Systems, Infrastructure, Antivirus, IPS
Education
University of Massachusetts Dartmouth 1992 — 1996
Information Technology
University of Massachusetts Dartmouth
Management Information Systems, General