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
Employee
Years
Job
Industry
Stephen OSullivan Stephen OSullivan's Fleet Bank Experience June 2000 - April 2004
Job Senior Vice PresidentPortfolio Management Team Leader at Citizens Commercial Banking
Industry Banking
Experience
Citizens Commercial Banking April 2014 - Present
Citizens Commercial Banking July 2011 - April 2014
Bank of America February 2009 - July 2011
Bank of America April 2004 - February 2009
Fleet Bank June 2000 - April 2004
Fleet Bank October 1996 - June 2000
Sumitomo Bank June 1992 - October 1996
First National Bank of Boston July 1987 - June 1992
Skills
Workout, Commercial Banking, Middle Market, Commercial Lending, Credit, Leveraged Finance, Consumer Lending, Risk Management, Credit Risk, Financial Risk, Financial Structuring, Due Diligence, Portfolio Management, Banking, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS, Finance
Citizens Commercial Banking April 2014 - Present
Citizens Commercial Banking July 2011 - April 2014
Bank of America February 2009 - July 2011
Bank of America April 2004 - February 2009
Fleet Bank June 2000 - April 2004
Fleet Bank October 1996 - June 2000
Sumitomo Bank June 1992 - October 1996
First National Bank of Boston July 1987 - June 1992
Skills
Workout, Commercial Banking, Middle Market, Commercial Lending, Credit, Leveraged Finance, Consumer Lending, Risk Management, Credit Risk, Financial Risk, Financial Structuring, Due Diligence, Portfolio Management, Banking, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS, Finance
Stephen Collins NMLS# 49798 Stephen Collins NMLS# 49798's Fleet Bank Experience 1983 - 1997
Job Private Mortgage Banker at Wells Fargo Private Mortgage Banking
Industry Financial Services
Experience
Wells Fargo Private Mortgage Banking March 2013 - Present
TD Bank Group December 2010 - March 2013
JPMorgan Chase January 2008 - January 2009
Washington Mutual December 2000 - January 2008
GMAC Mortgage 1997 - 2000
Fleet Bank 1983 - 1997
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loan Origination, Loans, Construction Loans, FHA financing, USDA, Credit, Investment Properties, Banking, Consumer Lending, Credit Analysis, VA loans, Mortgage Marketing, Real Estate, Commercial Lending, Certified Mortgage..., Reverse Mortgages, Finance, Mortgage Underwriting, Real Estate Financing, Underwriting, Residential Homes, Government Loans
Education
Bentley University 1977 — 1981
BS, Marketing Management/Finance
Bentley University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Real Estate Appraisal Certification
Certified Appraiser
Wells Fargo Private Mortgage Banking March 2013 - Present
TD Bank Group December 2010 - March 2013
JPMorgan Chase January 2008 - January 2009
Washington Mutual December 2000 - January 2008
GMAC Mortgage 1997 - 2000
Fleet Bank 1983 - 1997
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loan Origination, Loans, Construction Loans, FHA financing, USDA, Credit, Investment Properties, Banking, Consumer Lending, Credit Analysis, VA loans, Mortgage Marketing, Real Estate, Commercial Lending, Certified Mortgage..., Reverse Mortgages, Finance, Mortgage Underwriting, Real Estate Financing, Underwriting, Residential Homes, Government Loans
Education
Bentley University 1977 — 1981
BS, Marketing Management/Finance
Bentley University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Real Estate Appraisal Certification
Certified Appraiser
Vonita Singh Vonita Singh's Fleet Bank Experience 1995 - 1996
Job Talent Acquisition at AgileThought
Industry Computer Software
Experience
AgileThought February 2012 - Present
Raymond James & Associates, Inc May 2011 - October 2011
PODS March 2009 - May 2011
Franklin Templeton Investments December 2006 - November 2008
JPMorgan Chase October 2004 - March 2006
JP Morgan Chase July 2002 - October 2004
JPMorgan Chase February 2000 - July 2002
Citi Group July 1996 - October 1999
Fleet Bank 1995 - 1996
Advanta 1991 - 1995
Skills
Talent Management, Strategic Planning, Finance, Recruiting, Process Improvement, Human Resources, Sales, Business Development, Consulting, Project Management, Performance Management, Team Building, Vendor Management, Marketing, Internet Recruiting, New Business Development, College Recruiting, Training, Contract Negotiation, Employee Engagement, Leadership Development, PeopleSoft, Employee Relations, Budgets, Employee Benefits, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, CRM, Team Leadership, Account Management, Management, Management Consulting, Executive Management, Team Management, HRIS, Organizational..., Coaching, Workforce Planning, Sales Management, Customer Service, Change Management, Onboarding, Business Analysis, Program Management, Business Strategy, Deferred Compensation, Operations Management, Temporary Placement
Education
Boise State University 1987 — 1991
Bachelor's Degree, Business Administration - Marketing
AgileThought February 2012 - Present
Raymond James & Associates, Inc May 2011 - October 2011
PODS March 2009 - May 2011
Franklin Templeton Investments December 2006 - November 2008
JPMorgan Chase October 2004 - March 2006
JP Morgan Chase July 2002 - October 2004
JPMorgan Chase February 2000 - July 2002
Citi Group July 1996 - October 1999
Fleet Bank 1995 - 1996
Advanta 1991 - 1995
Skills
Talent Management, Strategic Planning, Finance, Recruiting, Process Improvement, Human Resources, Sales, Business Development, Consulting, Project Management, Performance Management, Team Building, Vendor Management, Marketing, Internet Recruiting, New Business Development, College Recruiting, Training, Contract Negotiation, Employee Engagement, Leadership Development, PeopleSoft, Employee Relations, Budgets, Employee Benefits, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, CRM, Team Leadership, Account Management, Management, Management Consulting, Executive Management, Team Management, HRIS, Organizational..., Coaching, Workforce Planning, Sales Management, Customer Service, Change Management, Onboarding, Business Analysis, Program Management, Business Strategy, Deferred Compensation, Operations Management, Temporary Placement
Education
Boise State University 1987 — 1991
Bachelor's Degree, Business Administration - Marketing
Calvin Cole, MBA Calvin Cole, MBA's Fleet Bank Experience February 2002 - September 2003
Job Director of Information Services at BayCare Health System
Industry Hospital & Health Care
Experience
BayCare Health System September 2013 - Present
HCA - (Hospital Corporation of America) August 2006 - October 2013
Sunnyview Rehabilitation Hospital September 2003 - August 2006
Fleet Bank February 2002 - September 2003
MPINET – DURO COMMUNICATIONS December 1999 - December 2001
MPInet December 1999 - December 2001
Skills
Executive Management, Business Development, Business Process Design, Strategic Planning, Technology Planning, IT Management, Technical Leadership, Healthcare Information..., Managed Services, IT Governance, Help Desk Management, Contract Negotiation, Vendor Management, HIPAA, Sarbanes-Oxley, TCP/IP, Project Management, Network Security, Cisco Switches, Router Configuration, Wireless Networking, Active Directory, VMware Workstation, Visio, Photoshop CS5, Information Security, Help Desk Support, Disaster Recovery, Governance, Leadership, System Administration, Photoshop, VMware, Data Center, Process Improvement, Integration, Security, Technical Support, Change Management, Business Analysis, Health Information..., Meditech, HL7, EHR, IT Operations, Virtualization, Networking, Citrix, Information Technology, EMR
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A), Executive Management and Operations
Barry University 2008 — 2010
Bachelor of Science (B.S.), Information Technology
BayCare Health System September 2013 - Present
HCA - (Hospital Corporation of America) August 2006 - October 2013
Sunnyview Rehabilitation Hospital September 2003 - August 2006
Fleet Bank February 2002 - September 2003
MPINET – DURO COMMUNICATIONS December 1999 - December 2001
MPInet December 1999 - December 2001
Skills
Executive Management, Business Development, Business Process Design, Strategic Planning, Technology Planning, IT Management, Technical Leadership, Healthcare Information..., Managed Services, IT Governance, Help Desk Management, Contract Negotiation, Vendor Management, HIPAA, Sarbanes-Oxley, TCP/IP, Project Management, Network Security, Cisco Switches, Router Configuration, Wireless Networking, Active Directory, VMware Workstation, Visio, Photoshop CS5, Information Security, Help Desk Support, Disaster Recovery, Governance, Leadership, System Administration, Photoshop, VMware, Data Center, Process Improvement, Integration, Security, Technical Support, Change Management, Business Analysis, Health Information..., Meditech, HL7, EHR, IT Operations, Virtualization, Networking, Citrix, Information Technology, EMR
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A), Executive Management and Operations
Barry University 2008 — 2010
Bachelor of Science (B.S.), Information Technology
Susan Shrum Susan Shrum's Fleet Bank Experience January 1999 - February 2002
Job Art Teacher at Frost Montessori School
Industry Health, Wellness and Fitness
Experience
Frost Montessori School March 2013 - Present
YogaPig 2003 - Present
Lincoln Investment Planning April 2003 - October 2004
Fleet Bank January 1999 - February 2002
CompUSA March 1995 - August 1998
Egghead Software January 1988 - January 1992
Skills
Customer Service, Social Media, Teaching, Yoga, Process Improvement, Public Relations, Social Networking, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Philosophy
Garaway High School 1981 — 1986
Frost Montessori School March 2013 - Present
YogaPig 2003 - Present
Lincoln Investment Planning April 2003 - October 2004
Fleet Bank January 1999 - February 2002
CompUSA March 1995 - August 1998
Egghead Software January 1988 - January 1992
Skills
Customer Service, Social Media, Teaching, Yoga, Process Improvement, Public Relations, Social Networking, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Philosophy
Garaway High School 1981 — 1986
Chris Kampe's Fleet Bank Experience June 1993 - August 1999
Job Managing Director at Tully & Holland, an investment bank focused on M&A in the food, consumer, and retail sectors
Industry Investment Banking
Experience
Tully and Holland April 2008 - Present
Grant Thornton Corporate Finance LLC August 1999 - April 2008
Fleet Bank June 1993 - August 1999
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Investment Banking, Private Placements, Divestitures
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
Bentley University 1986 — 1990
BS, Economics-Finance
Tully and Holland April 2008 - Present
Grant Thornton Corporate Finance LLC August 1999 - April 2008
Fleet Bank June 1993 - August 1999
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Investment Banking, Private Placements, Divestitures
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
Bentley University 1986 — 1990
BS, Economics-Finance
Terrasse Berry Terrasse Berry's Fleet Bank Experience February 1995 - May 1997
Job Education Professional
Industry Education Management
Experience
South Carolina DMV July 2014 - Present
Worcester Head Start October 1999 - February 2013
Bay State Savings Bank June 1997 - December 1998
Fleet Bank February 1995 - May 1997
Skills
Educational Instruction, Microsoft Word, Customer Service, Higher Education, Staff Development, Training, Research, Public Speaking, Curriculum Design
Education
Bay Path University 2010 — 2012
Liberal Arts, Early Childhood Education and Teaching, Preschool
Quinsigamond Community College 1991 — 1994
Liberal arts, Liberal Arts and Sciences/Liberal Studies
South Carolina DMV July 2014 - Present
Worcester Head Start October 1999 - February 2013
Bay State Savings Bank June 1997 - December 1998
Fleet Bank February 1995 - May 1997
Skills
Educational Instruction, Microsoft Word, Customer Service, Higher Education, Staff Development, Training, Research, Public Speaking, Curriculum Design
Education
Bay Path University 2010 — 2012
Liberal Arts, Early Childhood Education and Teaching, Preschool
Quinsigamond Community College 1991 — 1994
Liberal arts, Liberal Arts and Sciences/Liberal Studies
Ivan Orrego Ivan Orrego's Fleet Bank Experience 2000 - 2004
Job VP Branch Operations at TruMark Financial Credit Union
Industry Banking
Experience
TruMark Financial Credit Union September 2006 - Present
Fleet Bank 2000 - 2004
United Jersey Bank 1986 - 2000
Skills
Loans, Banking, Consumer Lending, Credit, Branch Management, Underwriting, Retail Banking, Vendor Management, Risk Management, Coaching, Team Building, Cross Selling, Customer Service, Strategic Planning, Leadership Development, Mortgage Lending, Branch Banking
Education
Baruch College 1983 — 1988
Bachelor's degree, Human Resources Management and Services
SUNY Stony Brook
TruMark Financial Credit Union September 2006 - Present
Fleet Bank 2000 - 2004
United Jersey Bank 1986 - 2000
Skills
Loans, Banking, Consumer Lending, Credit, Branch Management, Underwriting, Retail Banking, Vendor Management, Risk Management, Coaching, Team Building, Cross Selling, Customer Service, Strategic Planning, Leadership Development, Mortgage Lending, Branch Banking
Education
Baruch College 1983 — 1988
Bachelor's degree, Human Resources Management and Services
SUNY Stony Brook
Emmanuel A Ogundipe's Fleet Bank Experience 1988 - 1992
Job President, KREG Properties, Inc.
Industry Real Estate
Experience
KREG Properties, Inc. 2002 - Present
Superior Home Services 2011 - 2013
E & G Group 1999 - 2002
ENTERPRISE SOCIAL INVESTMENT CORPORATION 1997 - 1999
OCWEN FEDERAL BANK 1996 - 1997
National Cooperative Bank 1993 - 1996
BANK OF BOSTON 1992 - 1993
FLEET BANK 1988 - 1992
Skills
Real Estate Development, Property Management, Disposition, Real Estate Economics, Leases, Real Estate, Budgets, Investment Properties, Real Estate Transactions, Real Estate Financing, Investors, Business Planning, Affordable Housing, Financial Analysis, Strategic Planning, REO, Foreclosures, Short Sales, Residential Homes, Marketing, Sellers, First Time Home Buyers, Condos, Commercial real..., Completed a formal..., Strong presentation..., Keen problem solving,..., Apartments, Negotiation, Underwriting, Dispositions
Education
Bentley College 1988 — 1991
MBA
University of Massachusetts 1982 — 1986
BS
Saint Gregory's College 1973 — 1979
GCE A Levels
KREG Properties, Inc. 2002 - Present
Superior Home Services 2011 - 2013
E & G Group 1999 - 2002
ENTERPRISE SOCIAL INVESTMENT CORPORATION 1997 - 1999
OCWEN FEDERAL BANK 1996 - 1997
National Cooperative Bank 1993 - 1996
BANK OF BOSTON 1992 - 1993
FLEET BANK 1988 - 1992
Skills
Real Estate Development, Property Management, Disposition, Real Estate Economics, Leases, Real Estate, Budgets, Investment Properties, Real Estate Transactions, Real Estate Financing, Investors, Business Planning, Affordable Housing, Financial Analysis, Strategic Planning, REO, Foreclosures, Short Sales, Residential Homes, Marketing, Sellers, First Time Home Buyers, Condos, Commercial real..., Completed a formal..., Strong presentation..., Keen problem solving,..., Apartments, Negotiation, Underwriting, Dispositions
Education
Bentley College 1988 — 1991
MBA
University of Massachusetts 1982 — 1986
BS
Saint Gregory's College 1973 — 1979
GCE A Levels
Emmanuel Rivera Emmanuel Rivera's Fleet Bank Experience October 2003 - February 2004
Job Executive Assistant to Chief Judge at State of Delaware Family Court
Industry Banking
Experience
State of Delaware - Family Court October 2014 - June 2015
State of Delaware - Family Court April 2014 - September 2014
MHVFCU September 2010 - December 2013
Mid-Hudson Valley Federal Credit Union April 2009 - September 2010
Mid-Hudson Valley Federal Credit Union March 2006 - April 2009
Mid-Hudson Valley Federal Credit Union May 2005 - February 2006
Mid-Hudson Valley Federal Credit Union June 2004 - April 2005
Best Buy October 2002 - April 2005
Fleet Bank October 2003 - February 2004
Blockbuster April 2002 - July 2003
Skills
Staff Development, Training & Development, Computer Literate, Banking, Budgets, Coaching, Customer Service, Employee Relations, Employee Training, Leadership, Leadership Development, Management, Marketing, Project Management, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership, Training, Consumer Lending, Operations Management, Loans, Sales Management, Credit, Small Business, Small Business Lending
Education
Bethany College 2001 — 2002
Psychology & Religious Studies
Valencia Community College 1998 — 2001
AA, General Studies
State of Delaware - Family Court October 2014 - June 2015
State of Delaware - Family Court April 2014 - September 2014
MHVFCU September 2010 - December 2013
Mid-Hudson Valley Federal Credit Union April 2009 - September 2010
Mid-Hudson Valley Federal Credit Union March 2006 - April 2009
Mid-Hudson Valley Federal Credit Union May 2005 - February 2006
Mid-Hudson Valley Federal Credit Union June 2004 - April 2005
Best Buy October 2002 - April 2005
Fleet Bank October 2003 - February 2004
Blockbuster April 2002 - July 2003
Skills
Staff Development, Training & Development, Computer Literate, Banking, Budgets, Coaching, Customer Service, Employee Relations, Employee Training, Leadership, Leadership Development, Management, Marketing, Project Management, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership, Training, Consumer Lending, Operations Management, Loans, Sales Management, Credit, Small Business, Small Business Lending
Education
Bethany College 2001 — 2002
Psychology & Religious Studies
Valencia Community College 1998 — 2001
AA, General Studies
Taras Somyk (taras@gocwi.com) Taras Somyk (taras@gocwi.com)'s Fleet Bank Experience 1994 - 1997
Job Director Business Development at Computer Wholesalers Inc.
Industry Computer Hardware
Experience
Computer Wholesalers Inc 2008 - Present
Computer Wholesalers, Inc June 2003 - September 2008
Computer Wholesalers, Inc. January 2001 - May 2003
Computer Wholesalers, Inc. July 1997 - January 2001
Fleet Bank 1994 - 1997
Prudential Insurance 1990 - 1994
Skills
New Business Development, Consultative Selling, IT Remarketing, Sales Management, Strategic Planning, Start-ups, Negotiation, Cross-functional Team..., Selling, Talent Management, Sales Operations, Business Development, Leadership, Sales, B2B, Contract Negotiation, Key Account Management, Enterprise Software, Training, Supply Chain Management, Strategic Partnerships, Solution Selling, P&L Management, Team Building, Competitive Analysis, Pricing, Strategy, Finance, Management, Sourcing, Business Planning, Continuous Improvement, Sales Process, Salesforce.com, Executive Management, Portfolio Management, Investments, Account Management, Cold Calling, Marketing, Lead Generation, CRM, Logistics, Business Strategy, Direct Sales, Product Marketing, SaaS, E-commerce, Product Management, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance Economics
Computer Wholesalers Inc 2008 - Present
Computer Wholesalers, Inc June 2003 - September 2008
Computer Wholesalers, Inc. January 2001 - May 2003
Computer Wholesalers, Inc. July 1997 - January 2001
Fleet Bank 1994 - 1997
Prudential Insurance 1990 - 1994
Skills
New Business Development, Consultative Selling, IT Remarketing, Sales Management, Strategic Planning, Start-ups, Negotiation, Cross-functional Team..., Selling, Talent Management, Sales Operations, Business Development, Leadership, Sales, B2B, Contract Negotiation, Key Account Management, Enterprise Software, Training, Supply Chain Management, Strategic Partnerships, Solution Selling, P&L Management, Team Building, Competitive Analysis, Pricing, Strategy, Finance, Management, Sourcing, Business Planning, Continuous Improvement, Sales Process, Salesforce.com, Executive Management, Portfolio Management, Investments, Account Management, Cold Calling, Marketing, Lead Generation, CRM, Logistics, Business Strategy, Direct Sales, Product Marketing, SaaS, E-commerce, Product Management, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance Economics
Steve Davis, CFP®'s Fleet Bank Experience 1988 - 1989
Job President, CERTIFIED FINANCIAL PLANNER™ at Davis Financial
Industry Financial Services
Experience
Davis Financial 1991 - Present
Patch.com January 2011 - December 2012
Conway & Davis 1991 - 2004
Union Central 1990 - 1991
Fleet Bank 1988 - 1989
Central Savings Bank 1987 - 1988
Bank of New England 1985 - 1987
Skills
Retirement Income..., Financial Planning, Communications, Strategic Financial..., Retirement Planning, Public Speaking, Writing
Education
Bentley University 1982 — 1985
BS, Economics and Finance
Davis Financial 1991 - Present
Patch.com January 2011 - December 2012
Conway & Davis 1991 - 2004
Union Central 1990 - 1991
Fleet Bank 1988 - 1989
Central Savings Bank 1987 - 1988
Bank of New England 1985 - 1987
Skills
Retirement Income..., Financial Planning, Communications, Strategic Financial..., Retirement Planning, Public Speaking, Writing
Education
Bentley University 1982 — 1985
BS, Economics and Finance
Shifoli Desjardins Shifoli Desjardins's Fleet Bank Experience March 2002 - June 2004
Job Manager, VP at TD Bank Group
Industry Banking
Experience
TD Bank Group July 2006 - Present
Wachovia Securities Financial Network June 2004 - July 2006
Fleet Bank March 2002 - June 2004
Skills
Small Business Lending, Consumer Lending, Banking, Credit, Loans, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Credit Risk, Branch Management, Risk Management, Loan Origination
Education
Baruch College 2009 — 2012
Master's degree, Labor Relations and Human Resource Management
City University of New York-Herbert H. Lehman College 2001 — 2004
Bachelor's degree, Business/Managerial Economics
TD Bank Group July 2006 - Present
Wachovia Securities Financial Network June 2004 - July 2006
Fleet Bank March 2002 - June 2004
Skills
Small Business Lending, Consumer Lending, Banking, Credit, Loans, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Credit Risk, Branch Management, Risk Management, Loan Origination
Education
Baruch College 2009 — 2012
Master's degree, Labor Relations and Human Resource Management
City University of New York-Herbert H. Lehman College 2001 — 2004
Bachelor's degree, Business/Managerial Economics
Carol Smith Stark's Fleet Bank Experience November 1988 - May 2004
Job
Industry Financial Services
Experience
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Donald Osley Donald Osley's Fleet Bank Experience January 1999 - June 2000
Job Relationship Manager at Navigant Credit Union
Industry Banking
Experience
Navigant Credit Union April 2011 - Present
Centreville Bank January 2001 - March 2011
Sovereign Bank June 2000 - December 2000
Fleet Bank January 1999 - June 2000
CVS Caremark Corporation July 1993 - December 1998
Education
University of Rhode Island - College of Business Administration 2000 — 2003
MBA, Business
Bentley University 1989 — 1993
BS, Economics-Finance
Navigant Credit Union April 2011 - Present
Centreville Bank January 2001 - March 2011
Sovereign Bank June 2000 - December 2000
Fleet Bank January 1999 - June 2000
CVS Caremark Corporation July 1993 - December 1998
Education
University of Rhode Island - College of Business Administration 2000 — 2003
MBA, Business
Bentley University 1989 — 1993
BS, Economics-Finance
Mark Wartenberg Mark Wartenberg's Fleet Bank Experience 1995 - 1997
Job Senior Program Director of Workplace Project Management at Philips North America
Industry Program Development
Experience
Philips North America January 2013 - Present
Co3 Group, Ltd. February 2010 - January 2013
Sun Microsystems September 1998 - January 2010
Sun Microsystems March 2002 - February 2006
Sun Microsystems September 1998 - March 2002
Fleet Bank 1995 - 1997
Boston Housing Authority 1986 - 1988
Skills
Planning, Virtual Teams, Architecture, Sustainability, Analysis, Space Planning, Facilities Management, Interior Design, Change Management, Strategic Planning, Program Management, Contract Management, Public Speaking, Construction Management, Team Building, Outsourcing, Problem Solving, Facilities Planning, Team Leadership, Project Planning, Space-planning, Employee Engagement, Cross-functional Team..., Management, Vendor Management, Project Management, Project Coordination, Strategy, Budgets, Start-ups, Business Development, Contract Negotiation, Management Consulting
Education
Boston Architectural College 1988 — 1992
BArch, Architecture
University of Massachusetts Boston 1976 — 1979
BA, Music
Andrew Warde 1968 — 1975
Boston University 1972 — 1974
Music
Philips North America January 2013 - Present
Co3 Group, Ltd. February 2010 - January 2013
Sun Microsystems September 1998 - January 2010
Sun Microsystems March 2002 - February 2006
Sun Microsystems September 1998 - March 2002
Fleet Bank 1995 - 1997
Boston Housing Authority 1986 - 1988
Skills
Planning, Virtual Teams, Architecture, Sustainability, Analysis, Space Planning, Facilities Management, Interior Design, Change Management, Strategic Planning, Program Management, Contract Management, Public Speaking, Construction Management, Team Building, Outsourcing, Problem Solving, Facilities Planning, Team Leadership, Project Planning, Space-planning, Employee Engagement, Cross-functional Team..., Management, Vendor Management, Project Management, Project Coordination, Strategy, Budgets, Start-ups, Business Development, Contract Negotiation, Management Consulting
Education
Boston Architectural College 1988 — 1992
BArch, Architecture
University of Massachusetts Boston 1976 — 1979
BA, Music
Andrew Warde 1968 — 1975
Boston University 1972 — 1974
Music
Sazzad Khandakar's Fleet Bank Experience 2001 - 2003
Job VP at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2013 - July 2015
Bank of America September 2010 - December 2012
Bank of America March 2009 - September 2009
Bank of America 2006 - February 2009
Bank of America 2002 - 2006
Fleet Bank 2001 - 2003
IFS - A State Street Company 1997 - 2000
Information Builders 1994 - 1997
Skills
Disaster Recovery, Data Center, SAN, Storage, Solaris, Enterprise Architecture, Storage Area Networks, Servers, Unix, Virtualization, Integration, Enterprise Software, SDLC, Cloud Computing, Symmetrix, Technical Support, NAS, Security, NetApp, Business Continuity, MySQL, System Administration, Hardware, ECC, Linux, Perl, VMware Infrastructure, Switches, Performance Tuning, EMC Storage, Apache, PHP, VMAX, DMX, SVC, FAST, FASTVP, VPLEX, VMware ESX, Performance Management, IT Management, Networking, IT Strategy, Service Delivery, High Availability, Infrastructure audit, CRISC, CISA, Auditing, Regulatory Compliance
Education
New York University 2001 — 2004
MSC
City University of New York City College 1989 — 1993
BSC
Stony Brook University 1988 — 1989
Bangladesh University of Engineering and Technology 1987 — 1988
Government Laboratory High School 1977 — 1985
Bank of America January 2013 - July 2015
Bank of America September 2010 - December 2012
Bank of America March 2009 - September 2009
Bank of America 2006 - February 2009
Bank of America 2002 - 2006
Fleet Bank 2001 - 2003
IFS - A State Street Company 1997 - 2000
Information Builders 1994 - 1997
Skills
Disaster Recovery, Data Center, SAN, Storage, Solaris, Enterprise Architecture, Storage Area Networks, Servers, Unix, Virtualization, Integration, Enterprise Software, SDLC, Cloud Computing, Symmetrix, Technical Support, NAS, Security, NetApp, Business Continuity, MySQL, System Administration, Hardware, ECC, Linux, Perl, VMware Infrastructure, Switches, Performance Tuning, EMC Storage, Apache, PHP, VMAX, DMX, SVC, FAST, FASTVP, VPLEX, VMware ESX, Performance Management, IT Management, Networking, IT Strategy, Service Delivery, High Availability, Infrastructure audit, CRISC, CISA, Auditing, Regulatory Compliance
Education
New York University 2001 — 2004
MSC
City University of New York City College 1989 — 1993
BSC
Stony Brook University 1988 — 1989
Bangladesh University of Engineering and Technology 1987 — 1988
Government Laboratory High School 1977 — 1985
Frank Gianatasio Jr., CFA's Fleet Bank Experience 1998 - 2001
Job Managing Director Senior Portfolio Manager, Trader and Analyst
Industry Investment Management
Experience
BofA Global Capital Management 2008 - Present
State Street 2001 - 2008
Fleet Bank 1998 - 2001
Fitch Ratings 1996 - 1998
Skills
ABS, Fixed Income, Credit Analysis, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Bonds, Mutual Funds, Trading, Investments, Structured Products, Securitization, CMBS, Alternative Investments, Credit, Valuation, Risk Management, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
Bentley University 1991 — 1995
BS, Finance
BofA Global Capital Management 2008 - Present
State Street 2001 - 2008
Fleet Bank 1998 - 2001
Fitch Ratings 1996 - 1998
Skills
ABS, Fixed Income, Credit Analysis, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Bonds, Mutual Funds, Trading, Investments, Structured Products, Securitization, CMBS, Alternative Investments, Credit, Valuation, Risk Management, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
Bentley University 1991 — 1995
BS, Finance
Lynn Howe Lynn Howe's Fleet Bank Experience 1991 - 1993
Job EVP, Chief Sales & Delivery Officer at Kennebunk Savings
Industry Banking
Experience
Kennebunk Savings September 2015 - Present
Kennebunk Savings October 2013 - September 2015
Kennebunk Savings Bank September 2012 - September 2013
Kennebunk Savings Bank January 2010 - September 2012
Kennebunk Savings Bank 1998 - February 2010
Maine Bank & Trust 1997 - 1998
Maine Bank & Trust 1993 - 1996
Fleet Bank 1991 - 1993
Skills
Banking, Mortgage Lending, Loans, Team Building, Small Business Lending, Commercial Lending, Consumer Lending, Underwriting, Leadership, Loan Origination, Retail Banking, Commercial Banking, Commercial Mortgages, Credit Analysis, FHA, Financial Analysis, Credit, Lines Of Credit, SBA, Mortgage Banking, Risk Management
Education
Bates College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Kennebunk Savings September 2015 - Present
Kennebunk Savings October 2013 - September 2015
Kennebunk Savings Bank September 2012 - September 2013
Kennebunk Savings Bank January 2010 - September 2012
Kennebunk Savings Bank 1998 - February 2010
Maine Bank & Trust 1997 - 1998
Maine Bank & Trust 1993 - 1996
Fleet Bank 1991 - 1993
Skills
Banking, Mortgage Lending, Loans, Team Building, Small Business Lending, Commercial Lending, Consumer Lending, Underwriting, Leadership, Loan Origination, Retail Banking, Commercial Banking, Commercial Mortgages, Credit Analysis, FHA, Financial Analysis, Credit, Lines Of Credit, SBA, Mortgage Banking, Risk Management
Education
Bates College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Scott Baran's Fleet Bank Experience November 2000 - December 2003
Job SVP Santander
Industry Financial Services
Experience
Santander Bank, N.A. October 2012 - Present
Santander Bank, N.A. October 2009 - October 2012
TD March 2009 - October 2009
Bank of America August 2007 - March 2009
Bank of America July 2006 - October 2008
Bank of America January 2004 - July 2006
Fleet Bank November 2000 - December 2003
Fleet Mortgage August 1996 - November 2000
Skills
Sales Management, Sales Process, Segmentation, Talent Development, Wealth Management, Customer Experience, Value Proposition..., Retail Banking, Private Banking, Investments, Mortgage Lending, Employee Engagement, Operational Risk..., Strategic Planning, Analytics, Program Execution, Program Implementation, Profit & Loss Management, Series 7, Series 24, Series 63, Series 66, Uniform Combined State..., Financial Services, Banking, Value Propositions, Commercial Banking, Credit, Strategy, Relationship Management, Income Statement, Talent Management, Portfolio Management, CRM, Customer Retention, Loans, Leadership, Networking, Risk Management, Management, Consumer Lending, Financial Advisory, Finance, Mergers & Acquisitions, Small Business Lending, Cross Selling, Commercial Lending, Loan Origination, Sales, Credit Analysis
Education
Pacific Coast Banking School 2005 — 2007
Banking Certificate
Bentley University 1989 — 1993
Bachelor's, Finance
Santander Bank, N.A. October 2012 - Present
Santander Bank, N.A. October 2009 - October 2012
TD March 2009 - October 2009
Bank of America August 2007 - March 2009
Bank of America July 2006 - October 2008
Bank of America January 2004 - July 2006
Fleet Bank November 2000 - December 2003
Fleet Mortgage August 1996 - November 2000
Skills
Sales Management, Sales Process, Segmentation, Talent Development, Wealth Management, Customer Experience, Value Proposition..., Retail Banking, Private Banking, Investments, Mortgage Lending, Employee Engagement, Operational Risk..., Strategic Planning, Analytics, Program Execution, Program Implementation, Profit & Loss Management, Series 7, Series 24, Series 63, Series 66, Uniform Combined State..., Financial Services, Banking, Value Propositions, Commercial Banking, Credit, Strategy, Relationship Management, Income Statement, Talent Management, Portfolio Management, CRM, Customer Retention, Loans, Leadership, Networking, Risk Management, Management, Consumer Lending, Financial Advisory, Finance, Mergers & Acquisitions, Small Business Lending, Cross Selling, Commercial Lending, Loan Origination, Sales, Credit Analysis
Education
Pacific Coast Banking School 2005 — 2007
Banking Certificate
Bentley University 1989 — 1993
Bachelor's, Finance
Charlee Chadaratana Charlee Chadaratana's Fleet Bank Experience 2002 - 2003
Job Experienced Financial Services professional dedicated to client growth. Senior Private Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2014 - Present
First Republic Bank January 2005 - April 2014
Washington Mutual Bank January 2004 - December 2004
Fleet Bank 2002 - 2003
Skills
Credit Analysis, Customer Service, Credit, Financial Analysis, Relationship Management, Investment Advisory, Retirement Planning, Corporate Finance, Private Banking, Small Business Lending, Finance, Financial Markets, Asset Management, Financial Services, Cross Selling, Management, Branch Banking, Asset Allocation, Leadership
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance, General
First Republic Bank April 2014 - Present
First Republic Bank January 2005 - April 2014
Washington Mutual Bank January 2004 - December 2004
Fleet Bank 2002 - 2003
Skills
Credit Analysis, Customer Service, Credit, Financial Analysis, Relationship Management, Investment Advisory, Retirement Planning, Corporate Finance, Private Banking, Small Business Lending, Finance, Financial Markets, Asset Management, Financial Services, Cross Selling, Management, Branch Banking, Asset Allocation, Leadership
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance, General
Aidan Alleyne's Fleet Bank Experience May 2003 - August 2004
Job Accounting Assistant V, Harvard Library, Financial Services at Harvard University
Industry Higher Education
Experience
Harvard University October 2012 - Present
Harvard Business School July 2011 - September 2012
Harvard Medical School January 2010 - June 2011
Harvard University Real Estate Services December 2007 - December 2009
Aviva Life Insurance Company January 2006 - June 2007
John Hancock July 2005 - December 2005
Fleet Bank May 2003 - August 2004
Springhouse Inc February 1999 - May 2003
Skills
Accounts Payable, Accounts Receivable, Access, Budgets, Community Outreach, Management, Microsoft Excel, Nonprofits, Outlook, Payroll, PeopleSoft
Education
Bentley University 2008 — 2009
BS Accounting, Accounting and Finance
Lee Institute 2006 — 2006
Real Estate License, Real Estate
Northeastern University
Bachelor of Science (BS), Accounting and Finance
Bay State College 1993 — 1994
Associate Degree, Medical Assisting
Harvard University October 2012 - Present
Harvard Business School July 2011 - September 2012
Harvard Medical School January 2010 - June 2011
Harvard University Real Estate Services December 2007 - December 2009
Aviva Life Insurance Company January 2006 - June 2007
John Hancock July 2005 - December 2005
Fleet Bank May 2003 - August 2004
Springhouse Inc February 1999 - May 2003
Skills
Accounts Payable, Accounts Receivable, Access, Budgets, Community Outreach, Management, Microsoft Excel, Nonprofits, Outlook, Payroll, PeopleSoft
Education
Bentley University 2008 — 2009
BS Accounting, Accounting and Finance
Lee Institute 2006 — 2006
Real Estate License, Real Estate
Northeastern University
Bachelor of Science (BS), Accounting and Finance
Bay State College 1993 — 1994
Associate Degree, Medical Assisting
Beth Conaton's Fleet Bank Experience 2002 - 2004
Job Chairperson: Out of the Woods Fundraiser for Lyme Disease
Industry Nonprofit Organization Management
Experience
Mary Kay Cosmetics September 2004 - Present
Financial Planning Associates February 2014 - April 2015
TJX September 2013 - June 2014
Peter Woodbury Elementary, McKelvie Intermediate School, and Ross A Lurgio Middle School September 2011 - March 2013
Thirty-One Gifts July 2011 - December 2012
Tupperware June 2009 - July 2011
Fleet Bank 2002 - 2004
BankBoston 1996 - 2002
Skills
Banking, Coaching, Risk Management, Management
Education
Bentley College 1984 — 1988
Bachelor of Science and Associates in Accountancy
Mary Kay Cosmetics September 2004 - Present
Financial Planning Associates February 2014 - April 2015
TJX September 2013 - June 2014
Peter Woodbury Elementary, McKelvie Intermediate School, and Ross A Lurgio Middle School September 2011 - March 2013
Thirty-One Gifts July 2011 - December 2012
Tupperware June 2009 - July 2011
Fleet Bank 2002 - 2004
BankBoston 1996 - 2002
Skills
Banking, Coaching, Risk Management, Management
Education
Bentley College 1984 — 1988
Bachelor of Science and Associates in Accountancy
Walter J. Dillingham, Jr., CFA Walter J. Dillingham, Jr., CFA's Fleet Bank Experience June 2000 - May 2004
Job Managing DirectorEndowments & Foundations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust August 2010 - Present
Bank of America Merrill Lynch (NYC) June 2004 - September 2010
Fleet Bank June 2000 - May 2004
Babson Capital (Cambridge, MA) May 1999 - June 2000
Standard & Poor's (NYC) June 1993 - May 1999
Standard & Poor's Equity Research (NYC) 1988 - June 1993
XTRA Corporation (Boston) October 1983 - June 1988
Skills
Philanthropy
Education
New York University 2010 — 2015
M.S. Fundraising and Grantmaking, Philanthropy
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1987
M.B.A., Finance
Bates College 1978 — 1982
B.A., Economics
Wilmington Trust August 2010 - Present
Bank of America Merrill Lynch (NYC) June 2004 - September 2010
Fleet Bank June 2000 - May 2004
Babson Capital (Cambridge, MA) May 1999 - June 2000
Standard & Poor's (NYC) June 1993 - May 1999
Standard & Poor's Equity Research (NYC) 1988 - June 1993
XTRA Corporation (Boston) October 1983 - June 1988
Skills
Philanthropy
Education
New York University 2010 — 2015
M.S. Fundraising and Grantmaking, Philanthropy
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1987
M.B.A., Finance
Bates College 1978 — 1982
B.A., Economics
Denise Veenstra Denise Veenstra's Fleet Bank Experience September 1999 - May 2004
Job Business Systems Support Manager, AVP at Enterprise Bank (Enterprise Bancorp)
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) January 2006 - January 2015
Bank of America May 2004 - June 2006
Fleet Bank September 1999 - May 2004
Skills
Process Improvement, Business Analysis, Customer Relations, Outlook, SharePoint, Project Management, Databases, Microsoft Office, Customer Service, Microsoft Excel, Banking, InfoPath Forms, Security, Credit, Analysis, Risk Management, Financial Reporting, SQL, Cognos, Siebel, Management, Financial Analysis, Retail Banking
Education
Bentley University 1987 — 1992
Bachelors, Accounting
University of Massachusetts Lowell 1997 — 1998
Certificate of Computer Proficiency, Computer and Information Sciences, General
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) January 2006 - January 2015
Bank of America May 2004 - June 2006
Fleet Bank September 1999 - May 2004
Skills
Process Improvement, Business Analysis, Customer Relations, Outlook, SharePoint, Project Management, Databases, Microsoft Office, Customer Service, Microsoft Excel, Banking, InfoPath Forms, Security, Credit, Analysis, Risk Management, Financial Reporting, SQL, Cognos, Siebel, Management, Financial Analysis, Retail Banking
Education
Bentley University 1987 — 1992
Bachelors, Accounting
University of Massachusetts Lowell 1997 — 1998
Certificate of Computer Proficiency, Computer and Information Sciences, General
Kelly Karpoe Kelly Karpoe's Fleet Bank Experience June 1986 - October 1994
Job Investment Analyst / Business Manager Venture Capital
Industry Venture Capital & Private Equity
Experience
4TheOpen ES May 2006 - Present
4TheOpen ES 2006 - Present
The Business Research Network 1987 - Present
The Business Research Network, Inc. March 2000 - May 2000
Temple Games, Inc July 1997 - March 2000
JSA Research Inc. October 1994 - December 1995
JSA Research, Inc October 1994 - December 1995
Fleet Bank June 1986 - October 1994
The Boston Company June 1981 - June 1986
Education
Bates College 1975 — 1978
BA
4TheOpen ES May 2006 - Present
4TheOpen ES 2006 - Present
The Business Research Network 1987 - Present
The Business Research Network, Inc. March 2000 - May 2000
Temple Games, Inc July 1997 - March 2000
JSA Research Inc. October 1994 - December 1995
JSA Research, Inc October 1994 - December 1995
Fleet Bank June 1986 - October 1994
The Boston Company June 1981 - June 1986
Education
Bates College 1975 — 1978
BA
Steven Lefkowitz Steven Lefkowitz's Fleet Bank Experience May 2003 - December 2004
Job
Industry Information Technology and Services
Experience
Partners HealthCare July 2013 - Present
Sierra Vista Group June 2010 - July 2013
Meradia Group, Inc. February 2010 - May 2010
Fidelity Investments November 2009 - January 2010
Bank of America May 2003 - February 2009
Bank of America January 2008 - January 2009
Bank of America January 2007 - December 2007
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2005
Fleet Bank May 2003 - December 2004
Skills
Performance Management, Business Process Design, Workshop Facilitation, SDLC, Project Portfolio..., Vendor Management, Process Improvement, Program Management, Change Management, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Agile Methodologies, Enterprise Architecture, Management, Software Development, Project Management, Cross-functional Team..., CRM, Visio, Risk Management, Software Documentation, Strategy, Resource Management, Six Sigma, Business Analysis, Integration, Leadership, Consulting, Enterprise Software, Financial Services
Education
City University of New York-Baruch College
Partners HealthCare July 2013 - Present
Sierra Vista Group June 2010 - July 2013
Meradia Group, Inc. February 2010 - May 2010
Fidelity Investments November 2009 - January 2010
Bank of America May 2003 - February 2009
Bank of America January 2008 - January 2009
Bank of America January 2007 - December 2007
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2005
Fleet Bank May 2003 - December 2004
Skills
Performance Management, Business Process Design, Workshop Facilitation, SDLC, Project Portfolio..., Vendor Management, Process Improvement, Program Management, Change Management, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Agile Methodologies, Enterprise Architecture, Management, Software Development, Project Management, Cross-functional Team..., CRM, Visio, Risk Management, Software Documentation, Strategy, Resource Management, Six Sigma, Business Analysis, Integration, Leadership, Consulting, Enterprise Software, Financial Services
Education
City University of New York-Baruch College
Gregg Dinino Gregg Dinino's Fleet Bank Experience August 1994 - November 1998
Job IT Manager at B2W Software
Industry Computer Software
Experience
B2W Software May 2009 - Present
Baetel Corporation June 2008 - May 2009
Union Communications October 2001 - June 2008
Berry, Dunn, McNeil & Parker January 2000 - September 2001
Unum November 1998 - January 2000
Fleet Bank August 1994 - November 1998
Community Health Plan (NY capital district) 1993 - 1994
Early Cloud and Company 1992 - 1993
Skills
Windows Server, Disaster Recovery, VBScript, Vendor Management, Business Analysis, Project Management, Databases, Process Improvement, Integration, Servers, Troubleshooting, Windows, Active Directory, System Administration, Project Planning, CRM, Microsoft SQL Server, Access, IIS, Enterprise Software, Networking, Security, Computer Hardware
Education
Union College 1995 — 1998
MBA candidate, Computer Management Systems
Bentley University 1988 — 1992
BS, Computer Information Systems
Westborough High School 1984 — 1988
B2W Software May 2009 - Present
Baetel Corporation June 2008 - May 2009
Union Communications October 2001 - June 2008
Berry, Dunn, McNeil & Parker January 2000 - September 2001
Unum November 1998 - January 2000
Fleet Bank August 1994 - November 1998
Community Health Plan (NY capital district) 1993 - 1994
Early Cloud and Company 1992 - 1993
Skills
Windows Server, Disaster Recovery, VBScript, Vendor Management, Business Analysis, Project Management, Databases, Process Improvement, Integration, Servers, Troubleshooting, Windows, Active Directory, System Administration, Project Planning, CRM, Microsoft SQL Server, Access, IIS, Enterprise Software, Networking, Security, Computer Hardware
Education
Union College 1995 — 1998
MBA candidate, Computer Management Systems
Bentley University 1988 — 1992
BS, Computer Information Systems
Westborough High School 1984 — 1988
Crystal Nuchurch Crystal Nuchurch's Fleet Bank Experience April 1995 - September 1999
Job Product/Specialist at Computershare US
Industry Investment Management
Experience
Computershare US November 2012 - Present
J.P October 2007 - October 2009
J.P September 1999 - October 2009
Computer Share/Investment Services September 2006 - March 2007
Chase Home Finance April 2006 - August 2006
JPMorgan Chase May 2003 - July 2005
JPMorgan Chase September 1999 - May 2003
Fleet Bank April 1995 - September 1999
Fleet Bank April 1995 - September 1999
Fleet Bank April 1995 - September 1999
Skills
Credit, Portfolio Management, Credit Analysis, Loans, Investments, Mortgage Lending, Auditing, Series 7, Financial Services, Training, Account Reconciliation, Retail Banking, Commercial Banking, Microsoft Excel, Relationship Management, Customer Service, Branch Banking, Management, Finance, Marketing, Accounting, Real Estate, Sales, Commercial Lending, Underwriting, Mutual Funds, Risk Management, Strategic Financial..., Banking, Wealth Management
Education
Bloomfield College 1988 — 1993
BA, Fine & Performing Arts
Computershare US November 2012 - Present
J.P October 2007 - October 2009
J.P September 1999 - October 2009
Computer Share/Investment Services September 2006 - March 2007
Chase Home Finance April 2006 - August 2006
JPMorgan Chase May 2003 - July 2005
JPMorgan Chase September 1999 - May 2003
Fleet Bank April 1995 - September 1999
Fleet Bank April 1995 - September 1999
Fleet Bank April 1995 - September 1999
Skills
Credit, Portfolio Management, Credit Analysis, Loans, Investments, Mortgage Lending, Auditing, Series 7, Financial Services, Training, Account Reconciliation, Retail Banking, Commercial Banking, Microsoft Excel, Relationship Management, Customer Service, Branch Banking, Management, Finance, Marketing, Accounting, Real Estate, Sales, Commercial Lending, Underwriting, Mutual Funds, Risk Management, Strategic Financial..., Banking, Wealth Management
Education
Bloomfield College 1988 — 1993
BA, Fine & Performing Arts
Kristen Jervey's Fleet Bank Experience September 2001 - April 2004
Job Realtor at Coldwell Banker
Industry Investment Management
Experience
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Garth Chapman Garth Chapman's Fleet Bank Experience June 1995 - January 1999
Job Vice President, Commercial Lending at MutualOne Bank
Industry Banking
Experience
MutualOne Bank June 2013 - Present
Sovereign Bank March 2011 - June 2013
TD Bank September 2003 - March 2011
AllEnergy Gas and Electric Marketing Company January 1999 - September 2003
Fleet Bank June 1995 - January 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Credit Risk, Portfolio Management, Financial Analysis, Asset Based Lending, Underwriting, Risk Management, Finance, Corporate Finance, Financial Statement...
Education
Bentley University
Bachelor of Science (BS), Finance
Northeastern University
Master of Business Administration (MBA)
MutualOne Bank June 2013 - Present
Sovereign Bank March 2011 - June 2013
TD Bank September 2003 - March 2011
AllEnergy Gas and Electric Marketing Company January 1999 - September 2003
Fleet Bank June 1995 - January 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Credit Risk, Portfolio Management, Financial Analysis, Asset Based Lending, Underwriting, Risk Management, Finance, Corporate Finance, Financial Statement...
Education
Bentley University
Bachelor of Science (BS), Finance
Northeastern University
Master of Business Administration (MBA)
Pamela Gray-Faude's Fleet Bank Experience January 1986 - June 1990
Job VP, Technology Relationship Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - November 2012
Wells Fargo October 2008 - March 2012
Wachovia October 2004 - March 2012
Wachovia December 2000 - October 2004
Wachovia Bank July 1990 - December 2000
Fleet Bank January 1986 - June 1990
Merchants Bank January 1985 - January 1986
Skills
Mergers, Program Management, Payment Systems, Banking, ACH, Process Improvement, Compliance, IT Management, Mainframe, Software Documentation, Change Management, Strategy, Mergers & Acquisitions, Management, Cross-functional Team..., Leadership, Project Management, Relationship Management, Test Strategy, Financial Analysis, Access, SDLC, Security, Testing, Risk Management, Business Analysis, Project Planning, Business Process..., PMO, Integration, IT Strategy, Vendor Management, Software Project..., Portfolio Management
Education
Wake Forest University School of Business 1999 — 2001
MBA, Business
Bentley University 1979 — 1981
BS, Computer Information Systems
Becker College 1977 — 1979
Assoc in BA, Business Administration
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - November 2012
Wells Fargo October 2008 - March 2012
Wachovia October 2004 - March 2012
Wachovia December 2000 - October 2004
Wachovia Bank July 1990 - December 2000
Fleet Bank January 1986 - June 1990
Merchants Bank January 1985 - January 1986
Skills
Mergers, Program Management, Payment Systems, Banking, ACH, Process Improvement, Compliance, IT Management, Mainframe, Software Documentation, Change Management, Strategy, Mergers & Acquisitions, Management, Cross-functional Team..., Leadership, Project Management, Relationship Management, Test Strategy, Financial Analysis, Access, SDLC, Security, Testing, Risk Management, Business Analysis, Project Planning, Business Process..., PMO, Integration, IT Strategy, Vendor Management, Software Project..., Portfolio Management
Education
Wake Forest University School of Business 1999 — 2001
MBA, Business
Bentley University 1979 — 1981
BS, Computer Information Systems
Becker College 1977 — 1979
Assoc in BA, Business Administration
Anthony Conforti Anthony Conforti's Fleet Bank Experience 1997 - 2000
Job Vice President | Credit Officer | Portfolio Manager | Sr Underwriter | Expertise in Credit Risk | Open to Networking
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation 2013 - Present
Hudson Valley Bank 2012 - 2013
Non Bank Financial Institution 2012 - 2013
SC+S/Bennington Partners, Seedco Financial Services, Jefferson Wells, Precision Loan Solutions 2008 - 2012
Amalgamated Bank 2006 - 2008
CRM&A 2004 - 2006
Korea Exchange Bank 2001 - 2004
Fleet Bank 1997 - 2000
Waterside Point Capital 1996 - 1998
Bank of Scotland 1989 - 1995
Skills
Financial Analysis, Collateral Management, Cash Flow Forecasting, Global Cash Flow,, Interest Rate..., Tax Returns, Rent Roll, Leases, Budget Process, Entrepreneurship, Intrapreneurship, Client Liaison, Structuring, Cash Flow Lending, Portfolio Management, Sensitivity Analysis, Credit Risk, Credit Analysis, Risk Assessment, Organizing, Project Planning, Communication Skills, Syndications, Credit Rating, Bi-Lateral Lending, Basel II, Training, Managing Workflow, Loans, Non-profits, Management Buyouts, Underwriting, Cash Flow, Financial Risk, Credit, Healthcare, Management, IPO, Gambling, ALLL, Financial Structuring, Commercial Lending, Financial Modeling, Corporate Finance, Middle Market, Financial Services, Financial Technology, Risk Analytics, Due Diligence, Finance
Education
City University of New York-Baruch College
MBA, Finance, 3.35
Saint John's University
BA, Economics, 3.4
St. Marys Boys High School
Sumitomo Mitsui Banking Corporation 2013 - Present
Hudson Valley Bank 2012 - 2013
Non Bank Financial Institution 2012 - 2013
SC+S/Bennington Partners, Seedco Financial Services, Jefferson Wells, Precision Loan Solutions 2008 - 2012
Amalgamated Bank 2006 - 2008
CRM&A 2004 - 2006
Korea Exchange Bank 2001 - 2004
Fleet Bank 1997 - 2000
Waterside Point Capital 1996 - 1998
Bank of Scotland 1989 - 1995
Skills
Financial Analysis, Collateral Management, Cash Flow Forecasting, Global Cash Flow,, Interest Rate..., Tax Returns, Rent Roll, Leases, Budget Process, Entrepreneurship, Intrapreneurship, Client Liaison, Structuring, Cash Flow Lending, Portfolio Management, Sensitivity Analysis, Credit Risk, Credit Analysis, Risk Assessment, Organizing, Project Planning, Communication Skills, Syndications, Credit Rating, Bi-Lateral Lending, Basel II, Training, Managing Workflow, Loans, Non-profits, Management Buyouts, Underwriting, Cash Flow, Financial Risk, Credit, Healthcare, Management, IPO, Gambling, ALLL, Financial Structuring, Commercial Lending, Financial Modeling, Corporate Finance, Middle Market, Financial Services, Financial Technology, Risk Analytics, Due Diligence, Finance
Education
City University of New York-Baruch College
MBA, Finance, 3.35
Saint John's University
BA, Economics, 3.4
St. Marys Boys High School
Anne (Raymond) Ford Anne (Raymond) Ford's Fleet Bank Experience 1985 - 2012
Job Registered Client Associate at Bank of America Merrill Lynch Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch Wealth Management January 1985 - Present
Fleet Bank 1985 - 2012
Shawmut Bank 1985 - 2012
Bank of America Investment Services (BAI) 1985 - 2012
Quick & Reilly 1985 - 2012
Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning
Education
Becker College
Associate's degree
Woonsocket High School
Bank of America Merrill Lynch Wealth Management January 1985 - Present
Fleet Bank 1985 - 2012
Shawmut Bank 1985 - 2012
Bank of America Investment Services (BAI) 1985 - 2012
Quick & Reilly 1985 - 2012
Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning
Education
Becker College
Associate's degree
Woonsocket High School
Kevin Dickie's Fleet Bank Experience June 1998 - June 1999
Job Global Director, Customer Service
Industry Computer Hardware
Experience
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Martha Bomely PMP, PgMP Martha Bomely PMP, PgMP's Fleet Bank Experience 1987 - March 1998
Job Technology Manager
Industry Banking
Experience
Wells Fargo March 1998 - Present
Fleet Bank 1987 - March 1998
CIGNA 1982 - 1988
MassMutual 1977 - 1982
Education
Life Office Mangement Association 1979 — 1981
FLMI, Administration
Western New England University 1977 — 1979
MBA
Bates College 1972 — 1976
BA, Government Major, Economics and History minors
Wells Fargo March 1998 - Present
Fleet Bank 1987 - March 1998
CIGNA 1982 - 1988
MassMutual 1977 - 1982
Education
Life Office Mangement Association 1979 — 1981
FLMI, Administration
Western New England University 1977 — 1979
MBA
Bates College 1972 — 1976
BA, Government Major, Economics and History minors
Eric Leuteritz Eric Leuteritz's Fleet Bank Experience June 1990 - December 1994
Job VP Commercial Loan Officer
Industry Banking
Experience
Pentucket Bank December 2010 - Present
Restaurant Sherpa January 2008 - December 2010
Northeast Broadcasting January 2005 - December 2007
Shared Insights June 2004 - December 2004
DCI May 1995 - June 2004
Independent Consulting January 1995 - May 1995
Fleet Bank June 1990 - December 1994
Skills
Strategic Planning, Account Management, Marketing Strategy, New Business Development, Real Estate, Budgets, Portfolio Management, Sales, Accounting, Marketing, Sales Management, Financial Analysis, Finance, Market Research, Banking, Leadership, Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
MBA, Electronic Commerce
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1990
Bachelor of Science, Business Administration
Simsbury High School 1982 — 1986
Pentucket Bank December 2010 - Present
Restaurant Sherpa January 2008 - December 2010
Northeast Broadcasting January 2005 - December 2007
Shared Insights June 2004 - December 2004
DCI May 1995 - June 2004
Independent Consulting January 1995 - May 1995
Fleet Bank June 1990 - December 1994
Skills
Strategic Planning, Account Management, Marketing Strategy, New Business Development, Real Estate, Budgets, Portfolio Management, Sales, Accounting, Marketing, Sales Management, Financial Analysis, Finance, Market Research, Banking, Leadership, Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
MBA, Electronic Commerce
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1990
Bachelor of Science, Business Administration
Simsbury High School 1982 — 1986
Ron Wellman's Fleet Bank Experience 1998 - 2003
Job Global Director of Corporate Banking Solutions
Industry Computer Software
Experience
Pegasystems December 2011 - Present
Citizens Bank August 2010 - December 2011
RBS (Citizens Financial) 2006 - August 2010
Citizens Bank 2004 - 2006
Bank of America 2003 - 2004
Fleet Bank 1998 - 2003
BankBoston 1996 - 1999
Skills
Banking, Strategy, Product Management, Retail Banking, Commercial Banking, Cash Management, Payments, Management, Financial Services, Credit Cards, Enterprise Software, Internet Banking, Risk Management, Leadership, Treasury Management, Business Analysis, Integration, Portfolio Management, Electronic Payments, Product Development, E-commerce, Credit, Financial Risk, Project Management, Strategic Planning, Credit Risk, Mergers & Acquisitions, SaaS, Business Strategy, Go-to-market Strategy, Business Requirements, Software Project..., Program Management, Process Improvement, Strategic Partnerships, Competitive Analysis, Marketing Strategy, New Business Development, Product Marketing, Market Research, Global Cross-Functional..., CRM, Vendor Management, Executive Management, Relationship Management, Business Intelligence, Business Development, Cross-functional Team..., Market Analysis
Education
General Assembly 2014 — 2014
Digital Marketing
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Certificate In Strategy and Innovation, Strategy & Innovation
Consumer Bankers Association-Graduate School 2002 — 2004
Graduate Certificate in Retail Bank Management, Product Design, Finance, M&A
Bentley University 2000 — 2004
MBA, Technology and Operations, With Distinction
Bucknell University 1991 — 1995
Dual BA, Economics and Political Science
Pegasystems December 2011 - Present
Citizens Bank August 2010 - December 2011
RBS (Citizens Financial) 2006 - August 2010
Citizens Bank 2004 - 2006
Bank of America 2003 - 2004
Fleet Bank 1998 - 2003
BankBoston 1996 - 1999
Skills
Banking, Strategy, Product Management, Retail Banking, Commercial Banking, Cash Management, Payments, Management, Financial Services, Credit Cards, Enterprise Software, Internet Banking, Risk Management, Leadership, Treasury Management, Business Analysis, Integration, Portfolio Management, Electronic Payments, Product Development, E-commerce, Credit, Financial Risk, Project Management, Strategic Planning, Credit Risk, Mergers & Acquisitions, SaaS, Business Strategy, Go-to-market Strategy, Business Requirements, Software Project..., Program Management, Process Improvement, Strategic Partnerships, Competitive Analysis, Marketing Strategy, New Business Development, Product Marketing, Market Research, Global Cross-Functional..., CRM, Vendor Management, Executive Management, Relationship Management, Business Intelligence, Business Development, Cross-functional Team..., Market Analysis
Education
General Assembly 2014 — 2014
Digital Marketing
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Certificate In Strategy and Innovation, Strategy & Innovation
Consumer Bankers Association-Graduate School 2002 — 2004
Graduate Certificate in Retail Bank Management, Product Design, Finance, M&A
Bentley University 2000 — 2004
MBA, Technology and Operations, With Distinction
Bucknell University 1991 — 1995
Dual BA, Economics and Political Science
Linda Fiorenzano Carvelli's Fleet Bank Experience 1998 - 2004
Job Personal Wellness Coach ~ Author ~ Change Manager
Industry Professional Training & Coaching
Experience
Self employed - Professional Training & Coaching May 2015 - Present
Silpada Design Jewelry November 2012 - Present
Writes2Survive January 2012 - Present
Hasbro April 2013 - January 2015
Bank of America August 2010 - November 2011
Bank of America May 2004 - August 2010
Fleet Bank 1998 - 2004
Hasbro September 1989 - January 1998
Keane, Inc. September 1987 - September 1989
Skills
PMP, SDLC, Vendor Management, Business Analysis, Integration, Risk Management, Change Management, Risk Mitigation, Software Project..., User Acceptance Testing, Documentation, Project Implementation, Cross-functional Team..., Problem Solving, Mergers, Project Planning, Team Leadership, Budgeting, Team Building, Business Requirements, Requirements Analysis, Risk, Mainframe, COBOL, Resource Management, MS Project, Software Development, Writing Skills, Writing, Creative Writing, Text Editing, Budgets, Software Documentation, Six Sigma, Certified Green Belt, DMAIC, Mentoring, Program Management, Project Management, Mergers & Acquisitions, Leadership, Management, Project Portfolio..., Training
Education
Bryant University 1994 — 1997
Masters, Business Administration
Bentley University 1983 — 1987
Bachelors, Computer Information Systems
The Institute for Life Coach Training
Professional Certified Coach Training Student, Coaching
Cranston West High School
The Write Touch
The Write Touch!
The Write Touch!
Self employed - Professional Training & Coaching May 2015 - Present
Silpada Design Jewelry November 2012 - Present
Writes2Survive January 2012 - Present
Hasbro April 2013 - January 2015
Bank of America August 2010 - November 2011
Bank of America May 2004 - August 2010
Fleet Bank 1998 - 2004
Hasbro September 1989 - January 1998
Keane, Inc. September 1987 - September 1989
Skills
PMP, SDLC, Vendor Management, Business Analysis, Integration, Risk Management, Change Management, Risk Mitigation, Software Project..., User Acceptance Testing, Documentation, Project Implementation, Cross-functional Team..., Problem Solving, Mergers, Project Planning, Team Leadership, Budgeting, Team Building, Business Requirements, Requirements Analysis, Risk, Mainframe, COBOL, Resource Management, MS Project, Software Development, Writing Skills, Writing, Creative Writing, Text Editing, Budgets, Software Documentation, Six Sigma, Certified Green Belt, DMAIC, Mentoring, Program Management, Project Management, Mergers & Acquisitions, Leadership, Management, Project Portfolio..., Training
Education
Bryant University 1994 — 1997
Masters, Business Administration
Bentley University 1983 — 1987
Bachelors, Computer Information Systems
The Institute for Life Coach Training
Professional Certified Coach Training Student, Coaching
Cranston West High School
The Write Touch
The Write Touch!
The Write Touch!
Michael Tempesta's Fleet Bank Experience February 1994 - March 2000
Job Sales Database Quality Director at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. April 2014 - Present
Santander Bank, N.A. October 2008 - April 2014
Sovereign Bank March 2000 - October 2008
Fleet Bank February 1994 - March 2000
Skills
Banking, Commercial Banking, Analysis, Retail Banking, Analytics, Finance, Management, Consumer Lending, Financial Analysis, Access, Risk Management, Credit, Loans, Portfolio Management, Vendor Management, Financial Services, Microsoft Excel, Visual Basic, Project Management, Process Improvement, Databases, Business Intelligence, SQL, Commercial Lending, Program Management, Executive Management, Sales, Sales Management, Brio Query, Brio Reports
Education
Drexel University 2004 — 2007
M.S., Information Systems, 3.81
Bentley University 1997 — 2002
B.S., Finance, 3.33
Waltham High School
Santander Bank, N.A. April 2014 - Present
Santander Bank, N.A. October 2008 - April 2014
Sovereign Bank March 2000 - October 2008
Fleet Bank February 1994 - March 2000
Skills
Banking, Commercial Banking, Analysis, Retail Banking, Analytics, Finance, Management, Consumer Lending, Financial Analysis, Access, Risk Management, Credit, Loans, Portfolio Management, Vendor Management, Financial Services, Microsoft Excel, Visual Basic, Project Management, Process Improvement, Databases, Business Intelligence, SQL, Commercial Lending, Program Management, Executive Management, Sales, Sales Management, Brio Query, Brio Reports
Education
Drexel University 2004 — 2007
M.S., Information Systems, 3.81
Bentley University 1997 — 2002
B.S., Finance, 3.33
Waltham High School
Paul Bernier Paul Bernier's Fleet Bank Experience 1990 - 1993
Job Senior Vice President, Chief Risk Officer at Cape Cod Five
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
Norm Bourque's Fleet Bank Experience Bourque Financial ServicesSelf-employedSeptember 2010 - April 2012
Job Sales Executive, Vice President at Fleet Bank
Industry Financial Services
Experience
Fleet Bank Bourque Financial ServicesSelf-employedSeptember 2010 - April 2012
Education
Bentley University
Banking and Financial Support Services
Fleet Bank Bourque Financial ServicesSelf-employedSeptember 2010 - April 2012
Education
Bentley University
Banking and Financial Support Services
Lea Ann Bowers's Fleet Bank Experience February 2000 - February 2002
Job Training and Development Professional
Industry Retail
Experience
Aramark July 2014 - Present
Aramark November 2013 - July 2014
Burlington Coat Factory April 2011 - November 2013
Burlington Coat Factory September 2009 - April 2011
Drexel University's LeBow College of Business November 2007 - September 2009
Drexel University's LeBow College of Business May 2006 - November 2007
Fulton Financial Corporation March 2004 - May 2006
The Bank February 2002 - March 2004
Fleet Bank February 2000 - February 2002
Skills
Coaching, Project Management, Instructional Design, Leadership, Training, Strategy, ADDIE, Leadership Development, Human Resources, Blended Learning, Change Management, Team Building, Learning Management..., Training Delivery, Organizational..., Onboarding, Succession Planning, Program Management, Management, E-Learning, Talent Management, Learning Management, Employee Training
Education
Bloomsburg University of Pennsylvania 2009 — 2011
MS, Instructional Technology
Drexel University - College of Business and Administration 2005 — 2009
MBA, Marketing
Drexel University 2001 — 2003
BS Communications & Applied Technology, Business Administration and Management, General
Aramark July 2014 - Present
Aramark November 2013 - July 2014
Burlington Coat Factory April 2011 - November 2013
Burlington Coat Factory September 2009 - April 2011
Drexel University's LeBow College of Business November 2007 - September 2009
Drexel University's LeBow College of Business May 2006 - November 2007
Fulton Financial Corporation March 2004 - May 2006
The Bank February 2002 - March 2004
Fleet Bank February 2000 - February 2002
Skills
Coaching, Project Management, Instructional Design, Leadership, Training, Strategy, ADDIE, Leadership Development, Human Resources, Blended Learning, Change Management, Team Building, Learning Management..., Training Delivery, Organizational..., Onboarding, Succession Planning, Program Management, Management, E-Learning, Talent Management, Learning Management, Employee Training
Education
Bloomsburg University of Pennsylvania 2009 — 2011
MS, Instructional Technology
Drexel University - College of Business and Administration 2005 — 2009
MBA, Marketing
Drexel University 2001 — 2003
BS Communications & Applied Technology, Business Administration and Management, General
Amie Cafferty's Fleet Bank Experience 1996 - 2000
Job Seeking to make the world a healthier place by ensuring PHILIPS has the best talent.
Industry Medical Devices
Experience
Philips November 2012 - Present
Philips October 2010 - November 2012
Philips November 2007 - October 2010
PrimeTime Communities September 2006 - November 2007
Progress Software May 2000 - December 2002
Fleet Bank 1996 - 2000
Fleet Bank 1996 - 2000
Skills
Project management, Cold Calling, SEO, Customer Service, Innovation, Talent Acquisition, Talent Scouting, Social Networking, Social Media, Negotiation, Talent Management, Strategic Sourcing, Excel, Team Building, Creative Problem Solving, Labor Market, Mentoring, Teamwork, Cross-functional Team..., Direct Marketing, taleo, Twitter, Facebook, sales, LinkedIn, Management, Employer Branding, Great Motivator, Entrepreneurship, Microsoft Excel, Sales, Taleo, Project Management, Marketing, Interviews, Product Management, Recruiting, Leadership, Product Development, Competitive Analysis, Sourcing, Product Launch, Medical Devices, Pricing, Forecasting, Strategy
Education
Lesley University 1998 — 2000
MS
Bentley University 1990 — 1994
Bachelor's Degree
Philips November 2012 - Present
Philips October 2010 - November 2012
Philips November 2007 - October 2010
PrimeTime Communities September 2006 - November 2007
Progress Software May 2000 - December 2002
Fleet Bank 1996 - 2000
Fleet Bank 1996 - 2000
Skills
Project management, Cold Calling, SEO, Customer Service, Innovation, Talent Acquisition, Talent Scouting, Social Networking, Social Media, Negotiation, Talent Management, Strategic Sourcing, Excel, Team Building, Creative Problem Solving, Labor Market, Mentoring, Teamwork, Cross-functional Team..., Direct Marketing, taleo, Twitter, Facebook, sales, LinkedIn, Management, Employer Branding, Great Motivator, Entrepreneurship, Microsoft Excel, Sales, Taleo, Project Management, Marketing, Interviews, Product Management, Recruiting, Leadership, Product Development, Competitive Analysis, Sourcing, Product Launch, Medical Devices, Pricing, Forecasting, Strategy
Education
Lesley University 1998 — 2000
MS
Bentley University 1990 — 1994
Bachelor's Degree
Gary Coltin's Fleet Bank Experience 1991 - 1998
Job Banking Executive
Industry Financial Services
Experience
The Provident Bank 2014 - 2015
The Provident Bank 2008 - 2014
Cambridge Savings Bank November 2005 - June 2008
Eastern Bank March 1998 - November 2005
Fleet Bank 1991 - 1998
Essexbank 1978 - 1985
Education
Graduate School of Retail Bank Management, UVA 1983 — 1985
Retail Banking
Bentley University 1974 — 1978
BS, Accounting
The Provident Bank 2014 - 2015
The Provident Bank 2008 - 2014
Cambridge Savings Bank November 2005 - June 2008
Eastern Bank March 1998 - November 2005
Fleet Bank 1991 - 1998
Essexbank 1978 - 1985
Education
Graduate School of Retail Bank Management, UVA 1983 — 1985
Retail Banking
Bentley University 1974 — 1978
BS, Accounting
Jeff Weissman Jeff Weissman's Fleet Bank Experience March 2002 - July 2004
Job former owner Terrapin Billiard and Bistro
Industry Information Services
Experience
Terrapin Billiard and Bistro April 2005 - March 2014
Bank of America July 2004 - December 2004
Fleet Bank March 2002 - July 2004
Kewill E-Commerce March 2000 - June 2001
MatrixOne January 1998 - February 2000
Viewlogic Systems Inc July 1995 - January 1998
Viewlogic Systems Inc May 1994 - July 1995
Bytex April 1993 - May 1994
Bolt, Beranek, and Newman October 1988 - March 1993
Nashua Corporation May 1985 - October 1988
Skills
Analysis, Financial Reporting, Data Warehousing, Databases, MS-Access, Microsoft Excel, ERP Software, CRM, Finance, Accounting, Account Reconciliation, Software Development, System Administration, Access
Education
Southern New Hampshire University 1987 — 1989
Master of Business Administration (MBA), Marketing, 3.8
Bentley University 1978 — 1982
Bachelor of Science (BS), Accountancy
Terrapin Billiard and Bistro April 2005 - March 2014
Bank of America July 2004 - December 2004
Fleet Bank March 2002 - July 2004
Kewill E-Commerce March 2000 - June 2001
MatrixOne January 1998 - February 2000
Viewlogic Systems Inc July 1995 - January 1998
Viewlogic Systems Inc May 1994 - July 1995
Bytex April 1993 - May 1994
Bolt, Beranek, and Newman October 1988 - March 1993
Nashua Corporation May 1985 - October 1988
Skills
Analysis, Financial Reporting, Data Warehousing, Databases, MS-Access, Microsoft Excel, ERP Software, CRM, Finance, Accounting, Account Reconciliation, Software Development, System Administration, Access
Education
Southern New Hampshire University 1987 — 1989
Master of Business Administration (MBA), Marketing, 3.8
Bentley University 1978 — 1982
Bachelor of Science (BS), Accountancy
Odalis Beaupre Odalis Beaupre's Fleet Bank Experience 1997 - 2000
Job HR Staffing Specialist at AAA Northeast
Industry Financial Services
Experience
AAA Northeast September 2012 - Present
Bank of America 2000 - 2012
Fleet Bank 1997 - 2000
Fleet Bank 1996 - 1997
Shawmut Bank 1991 - 1996
Skills
Full-life Cycle..., Building Relationships, Onboarding, Staff Retention, Event Management, Strategic Sourcing, College Recruiting, Cold Calling, Applicant Tracking..., Employee Referral..., Behavioral Interviewing, Networking, Spanish-speaking, Talent Management, Performance Management, Finance, Recruiting, Customer Service, HRIS, Sales, Succession Planning, Temporary Placement, Human Resources, Management, Employee Relations, Screening, Hiring, Strategy, Call Centers
Education
Bay State College
Six Sigma 2 week Green Belt Training
AAA Northeast September 2012 - Present
Bank of America 2000 - 2012
Fleet Bank 1997 - 2000
Fleet Bank 1996 - 1997
Shawmut Bank 1991 - 1996
Skills
Full-life Cycle..., Building Relationships, Onboarding, Staff Retention, Event Management, Strategic Sourcing, College Recruiting, Cold Calling, Applicant Tracking..., Employee Referral..., Behavioral Interviewing, Networking, Spanish-speaking, Talent Management, Performance Management, Finance, Recruiting, Customer Service, HRIS, Sales, Succession Planning, Temporary Placement, Human Resources, Management, Employee Relations, Screening, Hiring, Strategy, Call Centers
Education
Bay State College
Six Sigma 2 week Green Belt Training
Elsie Maldonado Elsie Maldonado's Fleet Bank Experience 2000 - 2002
Job Executive Recruiter at Citi
Industry Banking
Experience
Citi October 2013 - Present
PSCU February 2013 - September 2013
Fifth Third Bank October 2012 - February 2013
Staffing Resource Group, Inc May 2012 - October 2012
Bank of America 2005 - 2012
Bank of America September 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
The Chase Manhattan Bank 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Recruiting, Banking, Employee Relations, Performance Management, Succession Planning, Technical Recruiting, Temporary Placement, Internet Recruiting, Human Resources, Sourcing, Interviews, Executive Search, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Human Resources Management and Services
Citi October 2013 - Present
PSCU February 2013 - September 2013
Fifth Third Bank October 2012 - February 2013
Staffing Resource Group, Inc May 2012 - October 2012
Bank of America 2005 - 2012
Bank of America September 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
The Chase Manhattan Bank 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Recruiting, Banking, Employee Relations, Performance Management, Succession Planning, Technical Recruiting, Temporary Placement, Internet Recruiting, Human Resources, Sourcing, Interviews, Executive Search, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Human Resources Management and Services
David Jeffers David Jeffers's Fleet Bank Experience January 1996 - December 1997
Job Project Manager / Marketing Communications / Enterprise Content Management
Industry Marketing and Advertising
Experience
Sykes 2003 - Present
Sykes December 1997 - January 2003
Fleet Bank January 1996 - December 1997
Skills
Project Management, Database Administration, Lotus Notes, Adobe Creative Suite, Collateral Management, Mainframe Marketing, Presentation Development, Deliverables Creation, Collateral Production, Deliverable Posting, Corporate Branding, Microsoft Office, Corporate Communications, Asset Management, Asset Tracking, Corporate Messaging, Trademarks, Proofreading, Workload Delegation, Spreadsheets, Teamrooms, Lotus Smartsuite, Lotus Symphony, Open Office, Lotus Connections, Teamsite, Collateral Posting, Intranet Posting, "Unofficial Helpdesk", Problem Solving, Marketing Communications, Management, CRM, Marketing, Program Management, Social Media, Social Media Marketing
Education
Buffalo State College 1994 — 1996
BS, Sociology
Bloomsburg University of Pennsylvania 1992 — 1994
Sykes 2003 - Present
Sykes December 1997 - January 2003
Fleet Bank January 1996 - December 1997
Skills
Project Management, Database Administration, Lotus Notes, Adobe Creative Suite, Collateral Management, Mainframe Marketing, Presentation Development, Deliverables Creation, Collateral Production, Deliverable Posting, Corporate Branding, Microsoft Office, Corporate Communications, Asset Management, Asset Tracking, Corporate Messaging, Trademarks, Proofreading, Workload Delegation, Spreadsheets, Teamrooms, Lotus Smartsuite, Lotus Symphony, Open Office, Lotus Connections, Teamsite, Collateral Posting, Intranet Posting, "Unofficial Helpdesk", Problem Solving, Marketing Communications, Management, CRM, Marketing, Program Management, Social Media, Social Media Marketing
Education
Buffalo State College 1994 — 1996
BS, Sociology
Bloomsburg University of Pennsylvania 1992 — 1994
Christine Roberts Christine Roberts's Fleet Bank Experience 1998 - 2004
Job at
Industry Marketing and Advertising
Experience
Citizens Bank June 2015 - Present
Citizens Bank October 2014 - June 2015
Citizens Bank November 2013 - October 2014
Citizens Bank August 2012 - November 2013
Northeast Bank July 2011 - July 2012
ResponseLINK & Alert1 September 2009 - November 2010
Fidelity Investments May 2007 - February 2009
Citizens Bank December 2004 - May 2007
Fleet Bank 1998 - 2004
Painted Word 2000 - 2001
Skills
Direct Marketing, Product Marketing, Product Management, Product Development, Analytics, Integrated Marketing, Strategy, Strategic Planning, Segmentation, Competitive Analysis, Customer Acquisition, Marketing Strategy, Database Marketing, Market Research, Business Strategy, Customer Insight, Online Marketing, Customer Retention, Management, Enterprise Software, SEM, Program Management, Sales, Team Management, Mergers & Acquisitions, Marketing, Project Management, E-commerce, Strategic Partnerships, Thought Leadership, CRM, Multi-channel Marketing, Lead Generation, Direct Mail, Relationship Marketing, Email Marketing, Marketing Management, Digital Marketing, Brand Management, Marketing Communications, Online Advertising, Brand Development
Education
Northwestern University 1995 — 1996
MS
Bentley University 1985 — 1989
BS
Citizens Bank June 2015 - Present
Citizens Bank October 2014 - June 2015
Citizens Bank November 2013 - October 2014
Citizens Bank August 2012 - November 2013
Northeast Bank July 2011 - July 2012
ResponseLINK & Alert1 September 2009 - November 2010
Fidelity Investments May 2007 - February 2009
Citizens Bank December 2004 - May 2007
Fleet Bank 1998 - 2004
Painted Word 2000 - 2001
Skills
Direct Marketing, Product Marketing, Product Management, Product Development, Analytics, Integrated Marketing, Strategy, Strategic Planning, Segmentation, Competitive Analysis, Customer Acquisition, Marketing Strategy, Database Marketing, Market Research, Business Strategy, Customer Insight, Online Marketing, Customer Retention, Management, Enterprise Software, SEM, Program Management, Sales, Team Management, Mergers & Acquisitions, Marketing, Project Management, E-commerce, Strategic Partnerships, Thought Leadership, CRM, Multi-channel Marketing, Lead Generation, Direct Mail, Relationship Marketing, Email Marketing, Marketing Management, Digital Marketing, Brand Management, Marketing Communications, Online Advertising, Brand Development
Education
Northwestern University 1995 — 1996
MS
Bentley University 1985 — 1989
BS
Keith Drucker's Fleet Bank Experience 1994 - 1997
Job Wireless Infrastructure Executive
Industry Telecommunications
Experience
Wireless Infrastructure Executive September 2015 - Present
Landmark Dividend April 2010 - September 2015
TowerCo October 2008 - August 2010
Wireless Capital Partners November 2006 - September 2008
Global Signal 2002 - 2006
Spectrasite Communications, Inc. 1999 - 2002
SBA Network Services April 1997 - April 2000
Fleet Bank 1994 - 1997
Skills
Telecommunications, Wireless, Contract Negotiation, Business Development, New Business Development, Vendor Management, Business Strategy, Executive Management, Negotiation, Mergers, Start-ups, Strategic Planning, Sales Management, Team Building, Account Management, Operations Management, Forecasting, Program Management, Mobile Devices, Due Diligence, Mergers & Acquisitions, Real Estate, Sales, Business Intelligence, Strategic Partnerships, Management, Leadership, Human Resources, Strategy, Competitive Analysis, Entrepreneurship, Budgets, CRM, Business Planning, Sales Operations, Project Planning, Project Management, Direct Sales, Salesforce.com, Cross-functional Team..., Business Process, Customer Service, Solution Selling, Cellular Communications, Finance, Marketing, Product Management, Selling, SaaS, Sales Process
Education
Bentley University 1987 — 1991
Bachelors of Science, Business Communications
Coral Springs High School 1983 — 1987
Wireless Infrastructure Executive September 2015 - Present
Landmark Dividend April 2010 - September 2015
TowerCo October 2008 - August 2010
Wireless Capital Partners November 2006 - September 2008
Global Signal 2002 - 2006
Spectrasite Communications, Inc. 1999 - 2002
SBA Network Services April 1997 - April 2000
Fleet Bank 1994 - 1997
Skills
Telecommunications, Wireless, Contract Negotiation, Business Development, New Business Development, Vendor Management, Business Strategy, Executive Management, Negotiation, Mergers, Start-ups, Strategic Planning, Sales Management, Team Building, Account Management, Operations Management, Forecasting, Program Management, Mobile Devices, Due Diligence, Mergers & Acquisitions, Real Estate, Sales, Business Intelligence, Strategic Partnerships, Management, Leadership, Human Resources, Strategy, Competitive Analysis, Entrepreneurship, Budgets, CRM, Business Planning, Sales Operations, Project Planning, Project Management, Direct Sales, Salesforce.com, Cross-functional Team..., Business Process, Customer Service, Solution Selling, Cellular Communications, Finance, Marketing, Product Management, Selling, SaaS, Sales Process
Education
Bentley University 1987 — 1991
Bachelors of Science, Business Communications
Coral Springs High School 1983 — 1987
Bill O'Donnell's Fleet Bank Experience April 1999 - September 2000
Job Managing Partner at Devellocus
Industry Financial Services
Experience
Devellocus September 2014 - Present
The Norman Group October 2012 - June 2014
Wells Fargo September 2008 - September 2012
Wachovia June 2005 - September 2008
Wachovia September 2000 - June 2005
Fleet Bank April 1999 - September 2000
State Street September 1997 - April 1999
State Street August 1996 - September 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Risk Management, Investment Banking, Securities, Investments, Banking, Derivatives, Financial Services, Asset Managment, Options, Hedge Funds, Alternative Investments, Wealth Management, Trading, Credit, Operational Risk, Operational Risk..., Asset Management, AML, Vendor Management, Treasury Management, FX Options, Business Analysis, Mutual Funds, Trading Systems, Financial Risk, Trade Finance, Retail Banking, Investment Management, Syndications, Financial Analysis, Commercial Banking, Bonds, Relationship Management, Mergers & Acquisitions, Structured Finance, Loan Origination, Funding, Financial Institutions, Loans, Financial Markets, Treasury
Education
Bentley University
Bachelor's degree
Worcester Polytechnic Institute
Devellocus September 2014 - Present
The Norman Group October 2012 - June 2014
Wells Fargo September 2008 - September 2012
Wachovia June 2005 - September 2008
Wachovia September 2000 - June 2005
Fleet Bank April 1999 - September 2000
State Street September 1997 - April 1999
State Street August 1996 - September 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Risk Management, Investment Banking, Securities, Investments, Banking, Derivatives, Financial Services, Asset Managment, Options, Hedge Funds, Alternative Investments, Wealth Management, Trading, Credit, Operational Risk, Operational Risk..., Asset Management, AML, Vendor Management, Treasury Management, FX Options, Business Analysis, Mutual Funds, Trading Systems, Financial Risk, Trade Finance, Retail Banking, Investment Management, Syndications, Financial Analysis, Commercial Banking, Bonds, Relationship Management, Mergers & Acquisitions, Structured Finance, Loan Origination, Funding, Financial Institutions, Loans, Financial Markets, Treasury
Education
Bentley University
Bachelor's degree
Worcester Polytechnic Institute
Dave Dailey's Fleet Bank Experience 1992 - 1994
Job Head of Foreign Exchange Services at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank February 2011 - March 2015
Silicon Valley Bank December 2008 - February 2011
Silicon Valley Bank May 2008 - June 2009
Silicon Valley Bank July 2005 - May 2008
Silicon Valley Bank December 1998 - July 2005
Silicon Valley Bank December 1994 - December 1997
Fleet Bank 1992 - 1994
ABN Amro April 1991 - May 1992
Skills
Venture Capital, Commercial Banking, Start-ups, Private Equity, Mergers, Banking, Corporate Finance, Portfolio Management, Financial Modeling, Credit, Financial Analysis, Commercial Lending, Asset Based Lending, Due Diligence, Investments, Loans, Capital Markets, Cash Management, Credit Analysis, Risk Management, Innovation, Business Development, Economic Development, Sales, Fixed Income, Finance, Business Strategy, Entrepreneurship, Relationship Management, Information Technology, Financial Risk, Equities, Restructuring, Investment Banking, Treasury Management, Executive Management, Leadership, Accounting, Financial Services, Credit Risk, Mergers & Acquisitions, Financial Structuring, Valuation, Strategy, Asset Management, Business Cycle, Software, Structured Finance, Emerging Markets, Cash Flow Lending
Education
Boston College 1988 — 1992
BS
Lawrenceville School 1985 — 1988
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank February 2011 - March 2015
Silicon Valley Bank December 2008 - February 2011
Silicon Valley Bank May 2008 - June 2009
Silicon Valley Bank July 2005 - May 2008
Silicon Valley Bank December 1998 - July 2005
Silicon Valley Bank December 1994 - December 1997
Fleet Bank 1992 - 1994
ABN Amro April 1991 - May 1992
Skills
Venture Capital, Commercial Banking, Start-ups, Private Equity, Mergers, Banking, Corporate Finance, Portfolio Management, Financial Modeling, Credit, Financial Analysis, Commercial Lending, Asset Based Lending, Due Diligence, Investments, Loans, Capital Markets, Cash Management, Credit Analysis, Risk Management, Innovation, Business Development, Economic Development, Sales, Fixed Income, Finance, Business Strategy, Entrepreneurship, Relationship Management, Information Technology, Financial Risk, Equities, Restructuring, Investment Banking, Treasury Management, Executive Management, Leadership, Accounting, Financial Services, Credit Risk, Mergers & Acquisitions, Financial Structuring, Valuation, Strategy, Asset Management, Business Cycle, Software, Structured Finance, Emerging Markets, Cash Flow Lending
Education
Boston College 1988 — 1992
BS
Lawrenceville School 1985 — 1988
Fady Khoury Fady Khoury's Fleet Bank Experience January 1999 - January 2000
Job Business Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - Present
Fiserv October 2013 - July 2014
Morgan Stanley Investment Management March 2006 - October 2013
Linens N Things March 2004 - March 2006
Ikea Stores January 2003 - March 2004
Target Stores January 2000 - January 2003
Fleet Bank January 1999 - January 2000
Skills
Retail, Team Building, Receiving, Management, Training, Financial Analysis, Finance, Corporate Actions, Settlement, 401k, Analysis, Budgets, Accounting, Account Reconciliation, Portfolio Management, Trading, Asset Management, Financial Services, Asset Allocation, Banking, Investments, Electronic Trading, Team Leadership, Financial Reporting, Time Management, Mutual Funds, Access, Process Improvement, FINRA, Back Office, Microsoft Excel, Due Diligence, Financial Modeling, Business Analysis, Strategy, Cash Management, Operational Risk..., Relationship Management, Internal Audit, Leadership, Auditing, Business Process..., Operations Management
Education
Saint Peter's University
Master of Business Administration (MBA), Finance, General
Berkeley College
B.S. Business Administration, Management
E*TRADE Financial Corporation August 2014 - Present
Fiserv October 2013 - July 2014
Morgan Stanley Investment Management March 2006 - October 2013
Linens N Things March 2004 - March 2006
Ikea Stores January 2003 - March 2004
Target Stores January 2000 - January 2003
Fleet Bank January 1999 - January 2000
Skills
Retail, Team Building, Receiving, Management, Training, Financial Analysis, Finance, Corporate Actions, Settlement, 401k, Analysis, Budgets, Accounting, Account Reconciliation, Portfolio Management, Trading, Asset Management, Financial Services, Asset Allocation, Banking, Investments, Electronic Trading, Team Leadership, Financial Reporting, Time Management, Mutual Funds, Access, Process Improvement, FINRA, Back Office, Microsoft Excel, Due Diligence, Financial Modeling, Business Analysis, Strategy, Cash Management, Operational Risk..., Relationship Management, Internal Audit, Leadership, Auditing, Business Process..., Operations Management
Education
Saint Peter's University
Master of Business Administration (MBA), Finance, General
Berkeley College
B.S. Business Administration, Management
Janet (Breiner) Dwyer's Fleet Bank Experience 1998 - 2000
Job Bereavement Coordinator at Life Choice Hospice
Industry Education Management
Experience
Life Choice Hospice January 2015 - Present
Life Choice Hospice December 2010 - December 2014
Boston University Corporate Education Center 2006 - 2009
Boston University 2004 - 2006
Fleet Bank 1998 - 2000
Bank of Boston 1986 - 2000
Skills
Program Management, Business Analysis, Leadership, Training, Team Building, Project Planning, Analysis, Management, Budgets, Marketing, Integration, Leadership Development, Project Management, Sales, Change Management, Instructional Design, Public Speaking, Organizational..., Process Improvement, Vendor Management, E-Learning, Management Consulting, Proposal Writing, Account Management
Education
Boston College 1981 — 1985
BA, Psychology
Life Choice Hospice January 2015 - Present
Life Choice Hospice December 2010 - December 2014
Boston University Corporate Education Center 2006 - 2009
Boston University 2004 - 2006
Fleet Bank 1998 - 2000
Bank of Boston 1986 - 2000
Skills
Program Management, Business Analysis, Leadership, Training, Team Building, Project Planning, Analysis, Management, Budgets, Marketing, Integration, Leadership Development, Project Management, Sales, Change Management, Instructional Design, Public Speaking, Organizational..., Process Improvement, Vendor Management, E-Learning, Management Consulting, Proposal Writing, Account Management
Education
Boston College 1981 — 1985
BA, Psychology
Amy McKenzie Amy McKenzie's Fleet Bank Experience July 1998 - May 2000
Job Sr. Instructional Designer at ttcInnovations
Industry Professional Training & Coaching
Experience
ttcInnovations September 2014 - Present
American Express September 2012 - July 2014
American Express September 2011 - September 2012
Morgan Stanley Smith Barney January 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - July 2011
American Express September 2009 - November 2009
Morgan Stanley, True North Academy, Investor's Business Daily April 2005 - May 2009
Fleet Bank July 1998 - May 2000
Nichols College 1998 - 2000
Fleet Bank July 1997 - August 1998
Skills
Project Management, Coaching, Performance Improvement, Workshop Facilitation, Needs Analysis, Blended Learning, Instructional Design, Performance Consulting, E-Learning, Technical Writing, Process Improvement, Team Building, Program Management, Captivate, Instructor-led Training, Training Delivery, Training, Employee Training, Adult Education, ADDIE, Curriculum Design, Management
Education
Westminster College 1992 — 1994
MBA, Marketing
Baylor University - Hankamer School of Business 1988 — 1992
B.A., Business
ttcInnovations September 2014 - Present
American Express September 2012 - July 2014
American Express September 2011 - September 2012
Morgan Stanley Smith Barney January 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - July 2011
American Express September 2009 - November 2009
Morgan Stanley, True North Academy, Investor's Business Daily April 2005 - May 2009
Fleet Bank July 1998 - May 2000
Nichols College 1998 - 2000
Fleet Bank July 1997 - August 1998
Skills
Project Management, Coaching, Performance Improvement, Workshop Facilitation, Needs Analysis, Blended Learning, Instructional Design, Performance Consulting, E-Learning, Technical Writing, Process Improvement, Team Building, Program Management, Captivate, Instructor-led Training, Training Delivery, Training, Employee Training, Adult Education, ADDIE, Curriculum Design, Management
Education
Westminster College 1992 — 1994
MBA, Marketing
Baylor University - Hankamer School of Business 1988 — 1992
B.A., Business
Ali Masood Ali Masood's Fleet Bank Experience September 2001 - April 2002
Job District Manager at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless May 2013 - Present
Verizon Wireless June 2008 - April 2013
Verizon Wireless March 2007 - June 2008
Verizon Wireless May 2006 - February 2007
Verizon Wireless September 2002 - April 2006
U.S. Bank April 2002 - July 2002
Fleet Bank September 2001 - April 2002
Skills
M2M, Quotas, Customer Retention, Direct Sales, Wireless, Customer Experience, Telecommunications, Cellular Communications, Customer Satisfaction, Wireless Broadband, 4G, Mobile Technology, Cold Calling, Sales, Mobile Devices, Retail, Customer Service, Retail Sales, Mobile Broadband, LTE, Team Building, Team Leadership, Coaching, Inventory Management, Forecasting, Sales Presentations, Training, Selling, Sales Operations, Sales Process, CRM, Leadership, Sales Management, Solution Selling, Account Management, Management, Marketing, B2B, Competitive Analysis, Business Development, Strategic Planning
Education
Bellevue College 2002 — 2005
Business Administration and Management
Verizon Wireless May 2013 - Present
Verizon Wireless June 2008 - April 2013
Verizon Wireless March 2007 - June 2008
Verizon Wireless May 2006 - February 2007
Verizon Wireless September 2002 - April 2006
U.S. Bank April 2002 - July 2002
Fleet Bank September 2001 - April 2002
Skills
M2M, Quotas, Customer Retention, Direct Sales, Wireless, Customer Experience, Telecommunications, Cellular Communications, Customer Satisfaction, Wireless Broadband, 4G, Mobile Technology, Cold Calling, Sales, Mobile Devices, Retail, Customer Service, Retail Sales, Mobile Broadband, LTE, Team Building, Team Leadership, Coaching, Inventory Management, Forecasting, Sales Presentations, Training, Selling, Sales Operations, Sales Process, CRM, Leadership, Sales Management, Solution Selling, Account Management, Management, Marketing, B2B, Competitive Analysis, Business Development, Strategic Planning
Education
Bellevue College 2002 — 2005
Business Administration and Management
Christopher Carew Christopher Carew's Fleet Bank Experience 2000 - 2001
Job Fixed Income Trade Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities 2009 - Present
JP Morgan Chase 2002 - 2009
Fleet Bank 2000 - 2001
Liberty Brokerage 1995 - 2000
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Trading Systems, Equity Derivatives, Options, Financial Markets, FINRA, Swaps, Credit Derivatives, Back Office, ETFs, Rates, Prime Brokerage, Structured Products, Proprietary Trading, Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MBA, Finance
Saint John's University 1990 — 1995
BS, Finance
Chaminade HS 1986 — 1990
Nomura Securities 2009 - Present
JP Morgan Chase 2002 - 2009
Fleet Bank 2000 - 2001
Liberty Brokerage 1995 - 2000
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Trading Systems, Equity Derivatives, Options, Financial Markets, FINRA, Swaps, Credit Derivatives, Back Office, ETFs, Rates, Prime Brokerage, Structured Products, Proprietary Trading, Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MBA, Finance
Saint John's University 1990 — 1995
BS, Finance
Chaminade HS 1986 — 1990
Kurt Heinrich's Fleet Bank Experience September 1987 - November 1991
Job Macro vision, with a micro execution
Industry Financial Services
Experience
Cambridge Savings Bank September 2008 - Present
nGenera October 2007 - July 2008
IPS-Sendero - Fiserv October 2006 - October 2007
IPS-Sendero - Fiserv July 2000 - October 2006
IPS-Sendero - Fiserv February 1999 - June 2000
SIS Bank April 1998 - February 1999
Southington Savings Bank November 1991 - April 1998
Fleet Bank September 1987 - November 1991
Skills
Financial Analysis, ALM, Investment Portfolio, Portfolio Management, Banking, Financial Risk, Strategic Planning, Program Management, Management, Interest Rate Risk..., Analytics, Finance, Financial Services, Consulting, Business Analysis, Leadership, Financial Modeling, Strategy
Education
Bentley University 1983 — 1987
BS, Business Economics
Cambridge Savings Bank September 2008 - Present
nGenera October 2007 - July 2008
IPS-Sendero - Fiserv October 2006 - October 2007
IPS-Sendero - Fiserv July 2000 - October 2006
IPS-Sendero - Fiserv February 1999 - June 2000
SIS Bank April 1998 - February 1999
Southington Savings Bank November 1991 - April 1998
Fleet Bank September 1987 - November 1991
Skills
Financial Analysis, ALM, Investment Portfolio, Portfolio Management, Banking, Financial Risk, Strategic Planning, Program Management, Management, Interest Rate Risk..., Analytics, Finance, Financial Services, Consulting, Business Analysis, Leadership, Financial Modeling, Strategy
Education
Bentley University 1983 — 1987
BS, Business Economics
Amy Hurley's Fleet Bank Experience January 2000 - January 2004
Job Finance Manager at MGH Chelsea Healthcare Center
Industry Financial Services
Experience
MGH Chelsea Healthcare Center January 2011 - Present
North Shore Medical Center February 2009 - January 2011
Self Employed November 2008 - February 2009
Bank of America January 2004 - February 2006
Fleet Bank January 2000 - January 2004
Fleet Bank January 1996 - January 2000
Shawmut Bank June 1986 - January 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1993
MBA
Colby College 1982 — 1986
BA
Weston High School 1979 — 1983
MGH Chelsea Healthcare Center January 2011 - Present
North Shore Medical Center February 2009 - January 2011
Self Employed November 2008 - February 2009
Bank of America January 2004 - February 2006
Fleet Bank January 2000 - January 2004
Fleet Bank January 1996 - January 2000
Shawmut Bank June 1986 - January 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1993
MBA
Colby College 1982 — 1986
BA
Weston High School 1979 — 1983
Doug Frazer's Fleet Bank Experience July 1998 - December 2001
Job VP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2005 - Present
KeyBank May 2002 - April 2005
Bank of America December 2001 - May 2002
Fleet Bank July 1998 - December 2001
Skills
Portfolio Management, Loans, Customer Service, Commercial Lending, Loan Origination, Banking, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Real Estate, Finance
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Bachelor’s Degree, Marketing/Marketing Management, General
Wells Fargo Bank April 2005 - Present
KeyBank May 2002 - April 2005
Bank of America December 2001 - May 2002
Fleet Bank July 1998 - December 2001
Skills
Portfolio Management, Loans, Customer Service, Commercial Lending, Loan Origination, Banking, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Real Estate, Finance
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Bachelor’s Degree, Marketing/Marketing Management, General
Paul Wigglesworth's Fleet Bank Experience 1991 - 1994
Job Investment Advisor Compliance Consultant
Industry Investment Management
Experience
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Lawrence Faccini's Fleet Bank Experience 1999 - 2003
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America 2003 - Present
Fleet Bank 1999 - 2003
BankBoston 1990 - 1999
Skills
Liquidity Management, Treasury Management
Education
Bentley University 1986 — 1990
Bank of America 2003 - Present
Fleet Bank 1999 - 2003
BankBoston 1990 - 1999
Skills
Liquidity Management, Treasury Management
Education
Bentley University 1986 — 1990
Gerard Painter's Fleet Bank Experience 1996 - 1998
Job Sr. Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's 1998 - Present
Fleet Bank 1996 - 1998
NatWest USA 1993 - 1996
Marine Midland Bank / HSBC 1987 - 1993
Skills
Fixed Income, Capital Markets, Credit Risk, Derivatives, Securitization, Structured Products, Credit, Credit Analysis, Emerging Markets, Banking, Investments, Investment Banking, Equities, Portfolio Management, Financial Markets, Structured Finance, Valuation, Marketing, Business Strategy, Financial Modeling, Bonds, Risk Management, Financial Services, Hedge Funds, Strategy, Financial Analysis, Finance, Financial Risk, Trading
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
Master of Business Administration (M.B.A.), Executive MBA
Baruch College, City University of New York (CUNY) 1982 — 1985
Bachelor's Degree, Finance & Investments
Standard & Poor's 1998 - Present
Fleet Bank 1996 - 1998
NatWest USA 1993 - 1996
Marine Midland Bank / HSBC 1987 - 1993
Skills
Fixed Income, Capital Markets, Credit Risk, Derivatives, Securitization, Structured Products, Credit, Credit Analysis, Emerging Markets, Banking, Investments, Investment Banking, Equities, Portfolio Management, Financial Markets, Structured Finance, Valuation, Marketing, Business Strategy, Financial Modeling, Bonds, Risk Management, Financial Services, Hedge Funds, Strategy, Financial Analysis, Finance, Financial Risk, Trading
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
Master of Business Administration (M.B.A.), Executive MBA
Baruch College, City University of New York (CUNY) 1982 — 1985
Bachelor's Degree, Finance & Investments
Beth Scherr's Fleet Bank Experience July 1991 - April 2001
Job Senior HR Manager at TD Retail Products Group
Industry Banking
Experience
TD December 2014 - Present
TD Bank June 2002 - Present
TD Bank (Formerly Commerce Bank/TD BankNorth) 2002 - Present
Commerce Bank June 2002 - April 2009
Fleet Bank July 1991 - April 2001
Skills
Recruiting, Human Resources, Onboarding, Talent Acquisition, Business Development, Retail, Personnel Management, Loans, Succession Planning, Talent Management, Employee Engagement, Performance Management, Banking, Employee Relations, HRIS, Leadership, Technical Recruiting, Applicant Tracking..., Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MBA, Industrial/Organizational psychology
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Psychology
TD December 2014 - Present
TD Bank June 2002 - Present
TD Bank (Formerly Commerce Bank/TD BankNorth) 2002 - Present
Commerce Bank June 2002 - April 2009
Fleet Bank July 1991 - April 2001
Skills
Recruiting, Human Resources, Onboarding, Talent Acquisition, Business Development, Retail, Personnel Management, Loans, Succession Planning, Talent Management, Employee Engagement, Performance Management, Banking, Employee Relations, HRIS, Leadership, Technical Recruiting, Applicant Tracking..., Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MBA, Industrial/Organizational psychology
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Psychology
Nigussie Haile's Fleet Bank Experience January 1986 - January 1992
Job Credit Reveiw and Compliance Officer at ExportImport Bank of the United States
Industry Banking
Experience
Export-Import Bank of the United States August 2014 - Present
Deloitte Consulting September 2013 - Present
Africa Trade Office September 2008 - December 2012
Booz Allen Hamilton, Inc February 2005 - April 2006
Export-Import Bank of the United States July 1992 - September 2004
Export-Import Bank of the United States January 1992 - January 2004
Export Import Bank of the United States January 1997 - January 2002
New Business Credit Division January 1993 - January 1997
Asset Management Division January 1992 - January 1993
Fleet Bank January 1986 - January 1992
Skills
Analysis, Financial Analysis, Strategy, Budgets, Credit, Leadership, Finance, Program Management, Due Diligence, Management, Investments, Portfolio Management, Negotiation, Business Strategy, Policy
Education
Bethany College 1981 — 1985
Economics and finance
Bethany College
BA, Economics and finance
South Eastern University
MBA, MBA- Finance
The University of Montana
MPA, Masters in Public Administration
Export-Import Bank of the United States August 2014 - Present
Deloitte Consulting September 2013 - Present
Africa Trade Office September 2008 - December 2012
Booz Allen Hamilton, Inc February 2005 - April 2006
Export-Import Bank of the United States July 1992 - September 2004
Export-Import Bank of the United States January 1992 - January 2004
Export Import Bank of the United States January 1997 - January 2002
New Business Credit Division January 1993 - January 1997
Asset Management Division January 1992 - January 1993
Fleet Bank January 1986 - January 1992
Skills
Analysis, Financial Analysis, Strategy, Budgets, Credit, Leadership, Finance, Program Management, Due Diligence, Management, Investments, Portfolio Management, Negotiation, Business Strategy, Policy
Education
Bethany College 1981 — 1985
Economics and finance
Bethany College
BA, Economics and finance
South Eastern University
MBA, MBA- Finance
The University of Montana
MPA, Masters in Public Administration
Steven Lipiner's Fleet Bank Experience July 1999 - September 2002
Job Global Chief Financial Officer BNY Mellon Investment Management at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
Sabine Chery-Jacques's Fleet Bank Experience October 2002 - February 2004
Job Experienced Treasury Analyst
Industry Retail
Experience
Tiffany & Co. May 2008 - Present
Tiffany & Co. October 2006 - May 2008
Tiffany & Co. February 2005 - October 2006
Tiffany & Co. September 2004 - February 2005
Bank of America February 2004 - September 2004
Fleet Bank October 2002 - February 2004
Fleet Bank October 1999 - October 2002
Education
Bloomfield College 1997 — 2003
BS, Business Administration/ Finance
Tiffany & Co. May 2008 - Present
Tiffany & Co. October 2006 - May 2008
Tiffany & Co. February 2005 - October 2006
Tiffany & Co. September 2004 - February 2005
Bank of America February 2004 - September 2004
Fleet Bank October 2002 - February 2004
Fleet Bank October 1999 - October 2002
Education
Bloomfield College 1997 — 2003
BS, Business Administration/ Finance
Mary Risner's Fleet Bank Experience October 1999 - July 2000
Job Director of Class Giving and Reunion Programs
Industry Higher Education
Experience
University of Pennsylvania September 2013 - Present
Franklin & Marshall College February 2013 - September 2013
Franklin & Marshall College August 2001 - February 2013
PNC Bank August 2000 - June 2001
Fleet Bank October 1999 - July 2000
Wachovia Bank July 1987 - October 1999
Skills
Volunteer Management, Student Affairs, Fundraising, Higher Education, Marketing Strategy, Event Planning, Leadership, Staff Development, Public Speaking, Leadership Development, Annual Giving, Non-profits, Data Analysis, CRM, Community Outreach, Program Development, Resume Writing, Alumni Relations, Program Management, Research, Proposal Writing, Microsoft Office, Philanthropy, Nonprofits, Management, Stewardship
Education
Bloomsburg University of Pennsylvania 1983 — 1987
B.S., Business Economics
Hempfield High School 1979 — 1983
University of Pennsylvania September 2013 - Present
Franklin & Marshall College February 2013 - September 2013
Franklin & Marshall College August 2001 - February 2013
PNC Bank August 2000 - June 2001
Fleet Bank October 1999 - July 2000
Wachovia Bank July 1987 - October 1999
Skills
Volunteer Management, Student Affairs, Fundraising, Higher Education, Marketing Strategy, Event Planning, Leadership, Staff Development, Public Speaking, Leadership Development, Annual Giving, Non-profits, Data Analysis, CRM, Community Outreach, Program Development, Resume Writing, Alumni Relations, Program Management, Research, Proposal Writing, Microsoft Office, Philanthropy, Nonprofits, Management, Stewardship
Education
Bloomsburg University of Pennsylvania 1983 — 1987
B.S., Business Economics
Hempfield High School 1979 — 1983
Paul Kelly's Fleet Bank Experience 1998 - 1999
Job Region President Commercial Lending at People's United Bank
Industry Banking
Experience
People's United Bank May 2014 - Present
Sovereign Bank February 2006 - May 2014
RBS Business Capital & Citizens Business Capial 1998 - 2006
Army National Guard 1998 - 2003
Fleet Bank 1998 - 1999
BayBank & BankBoston 1990 - 1998
Shawmut Bank 1989 - 1990
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Banking, Cash Flow Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Credit Risk, Commercial Finance, Loan Origination, Syndications, C&I Lending, SBA
Education
Bryant University 1984 — 1998
BSBA, Finance & Accounting
Bentley University 1990 — 1994
Graduate Degree, Master of Finance
People's United Bank May 2014 - Present
Sovereign Bank February 2006 - May 2014
RBS Business Capital & Citizens Business Capial 1998 - 2006
Army National Guard 1998 - 2003
Fleet Bank 1998 - 1999
BayBank & BankBoston 1990 - 1998
Shawmut Bank 1989 - 1990
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Banking, Cash Flow Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Credit Risk, Commercial Finance, Loan Origination, Syndications, C&I Lending, SBA
Education
Bryant University 1984 — 1998
BSBA, Finance & Accounting
Bentley University 1990 — 1994
Graduate Degree, Master of Finance
Elizabeth Baldelli's Fleet Bank Experience January 1990 - June 1996
Job General Manager Regus
Industry Facilities Services
Experience
The Regus Group 1996 - Present
Fleet Bank January 1990 - June 1996
Skills
Management, Sales, Training, Budgets, Relationship Management, New Business Development, Contract Negotiation, Leadership, Facilities Management, Customer Service, Team Building, Negotiation, Sales Management, Account Management, Customer Satisfaction, Business Development, Operations Management, Income Statement, Sales Process, P&L, Time Management, Strategy, Team Leadership, Start-ups
Education
Bay State College 1987 — 1989
Associate's degree, Fashion Merchandising
Algonquin Regional 1983 — 1987
The Regus Group 1996 - Present
Fleet Bank January 1990 - June 1996
Skills
Management, Sales, Training, Budgets, Relationship Management, New Business Development, Contract Negotiation, Leadership, Facilities Management, Customer Service, Team Building, Negotiation, Sales Management, Account Management, Customer Satisfaction, Business Development, Operations Management, Income Statement, Sales Process, P&L, Time Management, Strategy, Team Leadership, Start-ups
Education
Bay State College 1987 — 1989
Associate's degree, Fashion Merchandising
Algonquin Regional 1983 — 1987
Frank Faldetta's Fleet Bank Experience March 1992 - October 1992
Job Mainframe Senior Programmer/Analyst
Industry Information Technology and Services
Experience
Merrill Lynch June 2008 - December 2008
CareFirst BlueCross BlueShield March 2007 - November 2007
MetLife February 2006 - March 2007
Marshall Ansin Resource Services February 1999 - January 2006
John Hancock/Unicare January 1997 - January 1999
Ann & Hope December 1995 - December 1996
Hills Department Stores July 1995 - November 1995
Bradlees October 1992 - July 1995
Fleet Bank March 1992 - October 1992
Filene's February 1991 - February 1992
Education
Bates College 1970 — 1974
Merrill Lynch June 2008 - December 2008
CareFirst BlueCross BlueShield March 2007 - November 2007
MetLife February 2006 - March 2007
Marshall Ansin Resource Services February 1999 - January 2006
John Hancock/Unicare January 1997 - January 1999
Ann & Hope December 1995 - December 1996
Hills Department Stores July 1995 - November 1995
Bradlees October 1992 - July 1995
Fleet Bank March 1992 - October 1992
Filene's February 1991 - February 1992
Education
Bates College 1970 — 1974
Erik Fleischauer's Fleet Bank Experience 1998 - 2000
Job Senior Project Manager at Bonaire Software Solutions
Industry Computer Software
Experience
Bonaire Software Solutions August 2012 - Present
Bonaire Software Solutions April 2007 - September 2009
Fleet Bank 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Project Management, Software Project..., Business Process..., SQL, Business Intelligence, Requirements Gathering, Consulting, Business Process, Process Improvement, Program Management, Analysis, Change Management, Databases, SDLC, Product Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Masters of Business Administration, Finance
Rensselaer Polytechnic Institute 1987 — 1991
Bachlor of Science, Business Management
Bonaire Software Solutions August 2012 - Present
Bonaire Software Solutions April 2007 - September 2009
Fleet Bank 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Project Management, Software Project..., Business Process..., SQL, Business Intelligence, Requirements Gathering, Consulting, Business Process, Process Improvement, Program Management, Analysis, Change Management, Databases, SDLC, Product Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Masters of Business Administration, Finance
Rensselaer Polytechnic Institute 1987 — 1991
Bachlor of Science, Business Management
David Grieb's Fleet Bank Experience August 1995 - February 2000
Job Senior Vice President/Sales Performance & Support Executive at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America February 2000 - August 2010
Fleet Bank August 1995 - February 2000
BayBank/Bank of Boston August 1981 - February 1995
Skills
Commercial Banking, Credit, Commercial Lending, Portfolio Management, Financial Services, Treasury Management, Credit Analysis, Retail Banking, Risk Management, Cross-functional Team..., Operational Excellence, Strategic Leadership, Strategic Planning, Organizational..., Talent Management, Sales Management, Performance Metrics, Banking, Financial Analysis, Loans, Management, Relationship Management, Small Business Lending
Education
Bentley University 1980 — 1984
Management/Finance
Norwich University
Bank of America August 2010 - Present
Bank of America February 2000 - August 2010
Fleet Bank August 1995 - February 2000
BayBank/Bank of Boston August 1981 - February 1995
Skills
Commercial Banking, Credit, Commercial Lending, Portfolio Management, Financial Services, Treasury Management, Credit Analysis, Retail Banking, Risk Management, Cross-functional Team..., Operational Excellence, Strategic Leadership, Strategic Planning, Organizational..., Talent Management, Sales Management, Performance Metrics, Banking, Financial Analysis, Loans, Management, Relationship Management, Small Business Lending
Education
Bentley University 1980 — 1984
Management/Finance
Norwich University
Riaz Bhamani's Fleet Bank Experience October 2000 - February 2004
Job Deposit Product Revenue Executive at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Lesly Murray's Fleet Bank Experience November 1999 - July 2000
Job Senior Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank October 2001 - Present
JPMorgan Chase July 2000 - September 2001
Fleet Bank November 1999 - July 2000
BankBoston October 1998 - October 1999
BankBoston January 1998 - September 1998
BankBoston 1995 - January 1998
Skills
Cash Management, Commercial Banking, Banking, Treasury Services, Product Management, Treasury Management, Payments, Financial Services, Commercial Lending, Risk Management, Relationship Management, Internet Banking, Retail Banking, Portfolio Management, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Bentley University 1985 — 1989
BS, Finance
Citizens Bank October 2001 - Present
JPMorgan Chase July 2000 - September 2001
Fleet Bank November 1999 - July 2000
BankBoston October 1998 - October 1999
BankBoston January 1998 - September 1998
BankBoston 1995 - January 1998
Skills
Cash Management, Commercial Banking, Banking, Treasury Services, Product Management, Treasury Management, Payments, Financial Services, Commercial Lending, Risk Management, Relationship Management, Internet Banking, Retail Banking, Portfolio Management, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Bentley University 1985 — 1989
BS, Finance
Bryan Cafferky's Fleet Bank Experience 1987 - 1990
Job Business Intelligence Consultant focused on the Microsoft SQL Server Stack
Industry Internet
Experience
BPC Global Solutions LLC April 2013 - Present
Smarter Travel Media, a TripAdvisor Media Group Company October 2011 - April 2013
Monster December 2007 - October 2011
FM Global August 1997 - December 2007
Commercial Union Insurance 1994 - 1997
New England Electric System 1990 - 1993
Fleet Bank 1987 - 1990
Paul Revere Insurance 1984 - 1987
Skills
Data Warehousing, SSIS, Microsoft SQL Server, T-SQL, Business Intelligence, SSRS, VB.NET, Analysis Services, Stored Procedures, SQL, Performance Tuning, Access, C#, TSO, JCL, SSAS, OLAP, MS Access, Entity Relationship..., Dimensional Modeling, MVS, DB2, VMS, VSAM, IMS DB/DC, CICS, Windows Power Shell, Powershell, PostgreSQL, ETL, Databases, Data Modeling, .NET, Oracle, SDLC, Database Design, Database Administration, Visual Basic, Agile Methodologies, Integration, Data Migration, Business Analysis, Data Warehouse..., Software Development, Requirements Analysis, SQL Tuning, Testing
Education
Bentley University 1986 — 1990
MBA, Finance
Bryant University 1980 — 1984
Bachelor of Business Administration / Computer Information Systems, CIS
Bishop Hendricken
BPC Global Solutions LLC April 2013 - Present
Smarter Travel Media, a TripAdvisor Media Group Company October 2011 - April 2013
Monster December 2007 - October 2011
FM Global August 1997 - December 2007
Commercial Union Insurance 1994 - 1997
New England Electric System 1990 - 1993
Fleet Bank 1987 - 1990
Paul Revere Insurance 1984 - 1987
Skills
Data Warehousing, SSIS, Microsoft SQL Server, T-SQL, Business Intelligence, SSRS, VB.NET, Analysis Services, Stored Procedures, SQL, Performance Tuning, Access, C#, TSO, JCL, SSAS, OLAP, MS Access, Entity Relationship..., Dimensional Modeling, MVS, DB2, VMS, VSAM, IMS DB/DC, CICS, Windows Power Shell, Powershell, PostgreSQL, ETL, Databases, Data Modeling, .NET, Oracle, SDLC, Database Design, Database Administration, Visual Basic, Agile Methodologies, Integration, Data Migration, Business Analysis, Data Warehouse..., Software Development, Requirements Analysis, SQL Tuning, Testing
Education
Bentley University 1986 — 1990
MBA, Finance
Bryant University 1980 — 1984
Bachelor of Business Administration / Computer Information Systems, CIS
Bishop Hendricken
James Kachler's Fleet Bank Experience December 1993 - June 1995
Job Network Engineer \ Project Manager at BT Global Services
Industry Financial Services
Experience
British Telecom September 2006 - Present
VELOCITA (formerly Cingular and BellSouth) June 1995 - September 2006
Fleet Bank December 1993 - June 1995
OPTICON INCORPORATED October 1990 - December 1993
U.S. ARMY January 1987 - March 1989
Skills
Microsoft Certified..., ITIL, Switches, CCNA, Networking, IP, Firewalls, Cisco IOS, Software Documentation, Cisco Technologies, Routers, Routing, Data Center, Troubleshooting, Servers, VPN, IT Service Management, Network Security, Cloud Computing, EIGRP, Windows
Education
New Jersey Institute of Technology 1986 — 1989
Bachelor of Science, Electrical Engineering Technology
County College of Morris
Associate in Applied Science, Electronic Engineering Technology
Bloomfield College
Villanova University
British Telecom September 2006 - Present
VELOCITA (formerly Cingular and BellSouth) June 1995 - September 2006
Fleet Bank December 1993 - June 1995
OPTICON INCORPORATED October 1990 - December 1993
U.S. ARMY January 1987 - March 1989
Skills
Microsoft Certified..., ITIL, Switches, CCNA, Networking, IP, Firewalls, Cisco IOS, Software Documentation, Cisco Technologies, Routers, Routing, Data Center, Troubleshooting, Servers, VPN, IT Service Management, Network Security, Cloud Computing, EIGRP, Windows
Education
New Jersey Institute of Technology 1986 — 1989
Bachelor of Science, Electrical Engineering Technology
County College of Morris
Associate in Applied Science, Electronic Engineering Technology
Bloomfield College
Villanova University
Donna Susi's Fleet Bank Experience 1996 - 2004
Job Account Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2012 - Present
Boys & Girls Clubs of Boston June 2011 - December 2011
Citizens Bank May 2009 - August 2010
Sovereign Bank August 2008 - January 2009
Liberty Mutual June 2006 - January 2008
Citizens Bank, Westwood, MA March 2005 - December 2005
Fleet Bank 1996 - 2004
Hill, Holliday June 1987 - May 1996
Education
Boston College
M.A., Administrative Studies
Boston College
B.A., Management
Fidelity Investments March 2012 - Present
Boys & Girls Clubs of Boston June 2011 - December 2011
Citizens Bank May 2009 - August 2010
Sovereign Bank August 2008 - January 2009
Liberty Mutual June 2006 - January 2008
Citizens Bank, Westwood, MA March 2005 - December 2005
Fleet Bank 1996 - 2004
Hill, Holliday June 1987 - May 1996
Education
Boston College
M.A., Administrative Studies
Boston College
B.A., Management
Kelly Bressette's Fleet Bank Experience September 1999 - August 2003
Job Senior Vice President Loan and Deposit Servicing
Industry Banking
Experience
Middlesex Savings Bank March 2006 - Present
Middlesex Savings Bank December 2003 - March 2006
Fleet Bank September 1999 - August 2003
BankBoston 1993 - 1999
Multibank Service Center 1988 - 1993
Sidney Q. Curtiss, Attorney at Law May 1982 - August 1988
Skills
Commercial Lending, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Management, Mortgage Lending, Commercial Mortgages, Small Business Lending, Consumer Lending, Lines Of Credit, Branch Management, Retail Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Stonier Graduate School of Banking, Banking (Finance), Completed
Suffolk University - Sawyer Business School 1987 — 1988
MBA, Finance
Suffolk University - Sawyer Business School 1984 — 1986
BSBA, Management/Pre Law
Bay Path University 1982 — 1984
AS, Pre-Law
Lee Institute 1981 — 1982
Real Estate License, Real Estate
Mount Everett Regional High School
Middlesex Savings Bank March 2006 - Present
Middlesex Savings Bank December 2003 - March 2006
Fleet Bank September 1999 - August 2003
BankBoston 1993 - 1999
Multibank Service Center 1988 - 1993
Sidney Q. Curtiss, Attorney at Law May 1982 - August 1988
Skills
Commercial Lending, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Management, Mortgage Lending, Commercial Mortgages, Small Business Lending, Consumer Lending, Lines Of Credit, Branch Management, Retail Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Stonier Graduate School of Banking, Banking (Finance), Completed
Suffolk University - Sawyer Business School 1987 — 1988
MBA, Finance
Suffolk University - Sawyer Business School 1984 — 1986
BSBA, Management/Pre Law
Bay Path University 1982 — 1984
AS, Pre-Law
Lee Institute 1981 — 1982
Real Estate License, Real Estate
Mount Everett Regional High School
David Goldsholl's Fleet Bank Experience 1975 - 2006
Job President at DMG Consulting
Industry Banking
Experience
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
Mark Alvarez, NMLSR ID 404257's Fleet Bank Experience April 1994 - June 1996
Job Mortgage Consultant / 203k Renovation Loan Specialist
Industry Banking
Experience
Wells Fargo Home Mortgage January 2011 - Present
M&T Bank September 2006 - January 2011
AJ's Front Street Cafe November 2006 - January 2008
M&T Bank April 1998 - September 2006
Fleet Home Equity USA September 1996 - April 1998
Fleet Bank April 1994 - June 1996
The Boston Company / Mellon Bank 1992 - 1994
Skills
Mortgage Lending, Account Management, Business Development, Sales, Loans, FHA financing, FHA 203k, FHA Streamline 203k, FNMA Homestyle..., FHA, Mortgage Marketing, Credit, 203K, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Construction Loans, Banking, Finance, Consumer Lending, Home Equity Loans, FHA Financing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Bryant University 1988 — 1992
BA, Finance
Wells Fargo Home Mortgage January 2011 - Present
M&T Bank September 2006 - January 2011
AJ's Front Street Cafe November 2006 - January 2008
M&T Bank April 1998 - September 2006
Fleet Home Equity USA September 1996 - April 1998
Fleet Bank April 1994 - June 1996
The Boston Company / Mellon Bank 1992 - 1994
Skills
Mortgage Lending, Account Management, Business Development, Sales, Loans, FHA financing, FHA 203k, FHA Streamline 203k, FNMA Homestyle..., FHA, Mortgage Marketing, Credit, 203K, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Construction Loans, Banking, Finance, Consumer Lending, Home Equity Loans, FHA Financing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Bryant University 1988 — 1992
BA, Finance
David Arner, CTP's Fleet Bank Experience 2001 - 2004
Job Senior Vice President at Embassy Bank
Industry Banking
Experience
Embassy Bank 2005 - Present
Bank of America 2004 - 2005
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
Skills
Banking, Cash Management, Microsoft Office, Sales Management, Treasury Management, Product Development
Education
Bloomsburg University of Pennsylvania
Northampton Community College
Embassy Bank 2005 - Present
Bank of America 2004 - 2005
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
Skills
Banking, Cash Management, Microsoft Office, Sales Management, Treasury Management, Product Development
Education
Bloomsburg University of Pennsylvania
Northampton Community College
Tammie Kukoleca (DePonte)'s Fleet Bank Experience May 2001 - March 2003
Job Marketing Operations Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Darnelle Welles's Fleet Bank Experience 2000 - 2005
Job Analyst at Santander Bank, NA
Industry Banking
Experience
Santander Bank, N.A. 2005 - Present
Computershare 2007 - 2008
Fleet Bank 2000 - 2005
BankBoston 1993 - 2000
Skills
Banking, Risk Management, Financial Services, Business Analysis, Process Improvement, Fixed Income, Mergers, Vendor Management
Education
Bentley University 1995 — 1998
Master of Business Administration (MBA)
University of Massachusetts Boston 1992 — 1995
Bachelor's degree
Santander Bank, N.A. 2005 - Present
Computershare 2007 - 2008
Fleet Bank 2000 - 2005
BankBoston 1993 - 2000
Skills
Banking, Risk Management, Financial Services, Business Analysis, Process Improvement, Fixed Income, Mergers, Vendor Management
Education
Bentley University 1995 — 1998
Master of Business Administration (MBA)
University of Massachusetts Boston 1992 — 1995
Bachelor's degree
Alla Weisberg's Fleet Bank Experience 1994 - 1997
Job Senior vice president at Citigroup
Industry Banking
Experience
Citigroup Sr Vice PresidentCitigroup Private Bank1997 - Present
Fleet Bank 1994 - 1997
Education
Barnard College 1988 — 1992
Citigroup Sr Vice PresidentCitigroup Private Bank1997 - Present
Fleet Bank 1994 - 1997
Education
Barnard College 1988 — 1992
Michelle Breitman Hipwood's Fleet Bank Experience August 1998 - August 2000
Job Head of Finance & Operations at clypd, inc.
Industry Computer Software
Experience
clypd, inc. June 2015 - Present
clypd, inc. January 2013 - Present
Land's Sake October 2011 - Present
ImmusanT, Inc. January 2012 - May 2015
The Capital Network February 2009 - January 2012
Transitional Strategies September 2008 - March 2009
Roseview Capital Partners January 2005 - June 2007
Deloitte & Touche September 2002 - December 2005
Fleet Bank August 1998 - August 2000
Skills
Start-ups, Management Consulting, Entrepreneurship, Business Analysis, Management, Mergers, Finance, Mergers & Acquisitions, Venture Capital, Nonprofits, Corporate Development, Business Strategy, Strategic Planning, Due Diligence, Business Planning, Strategic Partnerships, Business Development, Executive Management, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA
Boston College 1994 — 1998
BS, Finance and Math
clypd, inc. June 2015 - Present
clypd, inc. January 2013 - Present
Land's Sake October 2011 - Present
ImmusanT, Inc. January 2012 - May 2015
The Capital Network February 2009 - January 2012
Transitional Strategies September 2008 - March 2009
Roseview Capital Partners January 2005 - June 2007
Deloitte & Touche September 2002 - December 2005
Fleet Bank August 1998 - August 2000
Skills
Start-ups, Management Consulting, Entrepreneurship, Business Analysis, Management, Mergers, Finance, Mergers & Acquisitions, Venture Capital, Nonprofits, Corporate Development, Business Strategy, Strategic Planning, Due Diligence, Business Planning, Strategic Partnerships, Business Development, Executive Management, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA
Boston College 1994 — 1998
BS, Finance and Math
Pete Malinowski's Fleet Bank Experience 1999 - 2001
Job Vice President Cash Management at North Shore Bank
Industry Banking
Experience
North Shore Bank January 2011 - Present
RBS Americas 2001 - June 2010
Fleet Bank 1999 - 2001
Bank of Boston 1992 - 2001
Citibank 1979 - 1992
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Finance, Commercial Lending, Retail Banking, Loans, Portfolio Management, Credit, ACH, Credit Analysis, Leadership, Financial Services, Financial Analysis, Relationship Management, Internet Banking
Education
Bates College 1972 — 1976
BA
North Shore Bank January 2011 - Present
RBS Americas 2001 - June 2010
Fleet Bank 1999 - 2001
Bank of Boston 1992 - 2001
Citibank 1979 - 1992
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Finance, Commercial Lending, Retail Banking, Loans, Portfolio Management, Credit, ACH, Credit Analysis, Leadership, Financial Services, Financial Analysis, Relationship Management, Internet Banking
Education
Bates College 1972 — 1976
BA
Crystel Edwards's Fleet Bank Experience July 1995 - July 1998
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays March 2012 - Present
Barclays September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Lehman Brothers July 1998 - February 2005
Fleet Bank July 1995 - July 1998
Skills
Event Planning, Financial Services, Marketing Strategy, Time Management, Marketing, Budgets, Corporate Events, Program Management, Event Management, Management, Marketing Communications, Leadership, CRM, Fundraising, Strategy, Customer Service, Public Relations
Education
Borough of Manhattan Community College
Associate, Business Administration
Barclays March 2012 - Present
Barclays September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Lehman Brothers July 1998 - February 2005
Fleet Bank July 1995 - July 1998
Skills
Event Planning, Financial Services, Marketing Strategy, Time Management, Marketing, Budgets, Corporate Events, Program Management, Event Management, Management, Marketing Communications, Leadership, CRM, Fundraising, Strategy, Customer Service, Public Relations
Education
Borough of Manhattan Community College
Associate, Business Administration
Sandeep Srinath's Fleet Bank Experience 2000 - 2004
Job Walker Preston Capital, LLC
Industry Investment Banking
Experience
Walker Preston Capital, LLC March 2014 - Present
Three Hills Partners January 2013 - Present
Esquire Financial Management May 2011 - June 2012
DZ Bank AG June 2004 - May 2011
Fleet Bank 2000 - 2004
M&T Bank 1998 - 2000
Skills
Structured Finance, Capital Markets, Financial Structuring, Securitization, Portfolio Management, Credit, Loans, Finance, Asset Based Lending, Hedge Funds, ABS, Structured Products, Fixed Income, Leveraged Finance, Corporate Finance, Due Diligence, Securities, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance
T.A. Pai Management Institute 1993 — 1995
PGDM, Finance
Bangalore University 1990 — 1993
BCom, Commerce
Walker Preston Capital, LLC March 2014 - Present
Three Hills Partners January 2013 - Present
Esquire Financial Management May 2011 - June 2012
DZ Bank AG June 2004 - May 2011
Fleet Bank 2000 - 2004
M&T Bank 1998 - 2000
Skills
Structured Finance, Capital Markets, Financial Structuring, Securitization, Portfolio Management, Credit, Loans, Finance, Asset Based Lending, Hedge Funds, ABS, Structured Products, Fixed Income, Leveraged Finance, Corporate Finance, Due Diligence, Securities, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance
T.A. Pai Management Institute 1993 — 1995
PGDM, Finance
Bangalore University 1990 — 1993
BCom, Commerce
Carol O'Flaherty's Fleet Bank Experience October 1992 - July 1994
Job Vice President, Senior Portfolio Manager at Admirals Bank
Industry Financial Services
Experience
Admirals Bank April 2015 - Present
Century Bank August 2014 - April 2015
Admirals Bank May 2010 - August 2014
Capital Crossing Bank October 1994 - May 2010
Fleet Bank October 1992 - July 1994
State Street Bank June 1989 - April 1992
Skills
Commercial Lending, Banking, Financial Analysis, Asset Management, Valuation, Finance, Financial Modeling, Loans, Credit Analysis, Portfolio Management, Underwriting, Credit, Real Estate Financing, Due Diligence, Credit Risk, Loan Origination, Investments, Mortgage Lending, Commercial Real Estate, Real Estate, Commercial Banking, Acquisitions
Education
Bentley University 1986 — 1989
B.S., Accounting
Admirals Bank April 2015 - Present
Century Bank August 2014 - April 2015
Admirals Bank May 2010 - August 2014
Capital Crossing Bank October 1994 - May 2010
Fleet Bank October 1992 - July 1994
State Street Bank June 1989 - April 1992
Skills
Commercial Lending, Banking, Financial Analysis, Asset Management, Valuation, Finance, Financial Modeling, Loans, Credit Analysis, Portfolio Management, Underwriting, Credit, Real Estate Financing, Due Diligence, Credit Risk, Loan Origination, Investments, Mortgage Lending, Commercial Real Estate, Real Estate, Commercial Banking, Acquisitions
Education
Bentley University 1986 — 1989
B.S., Accounting
Dave Arner, CTP's Fleet Bank Experience 2001 - 2003
Job Senior Vice President at Embassy Bank
Industry Banking
Experience
Embassy Bank June 2005 - Present
Fleet Bank 2001 - 2003
Summit Bank 1998 - 2001
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Financial Analysis, Relationship Management, Risk Management, Credit, Portfolio Management, Project Management, Accounting, Strategic Planning, Finance, Sales Management, Commercial Lending, Financial Risk, Business Strategy, Product Development, Team Building, Customer Service, New Business Development, Financial Services, Certified Treasury...
Education
Bloomsburg University of Pennsylvania
Northampton Community College
Embassy Bank June 2005 - Present
Fleet Bank 2001 - 2003
Summit Bank 1998 - 2001
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Financial Analysis, Relationship Management, Risk Management, Credit, Portfolio Management, Project Management, Accounting, Strategic Planning, Finance, Sales Management, Commercial Lending, Financial Risk, Business Strategy, Product Development, Team Building, Customer Service, New Business Development, Financial Services, Certified Treasury...
Education
Bloomsburg University of Pennsylvania
Northampton Community College
Christopher Caprio's Fleet Bank Experience June 1999 - December 2000
Job CFO Sail Energy
Industry Accounting
Experience
Sail Energy April 2015 - Present
Altran March 2004 - March 2015
Modulo Systems February 2002 - March 2004
XCHANGE December 2000 - February 2002
Fleet Bank June 1999 - December 2000
Skills
Finance, Accounting, Mergers & Acquisitions, Mergers, Recruiting, Budgets, Internal Audit, Consolidation, Human Resources, Strategy, Internal Controls, Financial Reporting, Due Diligence, Tax, Management, Sarbanes-Oxley Act, Analysis, Financial Analysis, Payroll, Financial Audits, Auditing, Forecasting, Risk Management, SEC filings, Financial Risk, Banking, Account Reconciliation, Managerial Finance, IFRS, Corporate Finance, Financial Accounting, Restructuring, Financial Modeling, Strategic Financial..., Cash Flow, Acquisition Integration, Business Planning, Financial Statements, Executive Management, General Ledger, US GAAP, Revenue Recognition, Governance, Employee Benefits, Shared Services, Risk Assessment
Education
Bentley University 2000 — 2003
MSA, Accounting
Providence College 1995 — 1999
BS in Accounting, Accounting
Malden Catholic High School 1991 — 1995
Sail Energy April 2015 - Present
Altran March 2004 - March 2015
Modulo Systems February 2002 - March 2004
XCHANGE December 2000 - February 2002
Fleet Bank June 1999 - December 2000
Skills
Finance, Accounting, Mergers & Acquisitions, Mergers, Recruiting, Budgets, Internal Audit, Consolidation, Human Resources, Strategy, Internal Controls, Financial Reporting, Due Diligence, Tax, Management, Sarbanes-Oxley Act, Analysis, Financial Analysis, Payroll, Financial Audits, Auditing, Forecasting, Risk Management, SEC filings, Financial Risk, Banking, Account Reconciliation, Managerial Finance, IFRS, Corporate Finance, Financial Accounting, Restructuring, Financial Modeling, Strategic Financial..., Cash Flow, Acquisition Integration, Business Planning, Financial Statements, Executive Management, General Ledger, US GAAP, Revenue Recognition, Governance, Employee Benefits, Shared Services, Risk Assessment
Education
Bentley University 2000 — 2003
MSA, Accounting
Providence College 1995 — 1999
BS in Accounting, Accounting
Malden Catholic High School 1991 — 1995
Daniel Kinkead's Fleet Bank Experience 1996 - 1997
Job Consumer Service and QA Professional
Industry Consumer Electronics
Experience
Sony Computer Entertainment America LLC October 2011 - Present
Sony Computer Entertainment America November 1999 - October 2008
Qwest September 1997 - September 1999
Fleet Bank 1996 - 1997
Skills
Call Center, Vendor Management, Cross-functional Team..., Process Improvement, Social Games, Video Games, Customer Experience, CRM, MMO, Team Management, Project Management, Customer Service, Forecasting, Team Leadership, Customer Satisfaction, Customer Retention, Competitive Analysis, Strategic Planning, Online Gaming, Operations Management, Call Centers, Strategy, Quality Assurance, Management
Education
University of Phoenix 1997 — 1999
MBA, Business Administration
Bloomsburg University of Pennsylvania 1991 — 1995
BS, Business Management, Minor: Economics
Sony Computer Entertainment America LLC October 2011 - Present
Sony Computer Entertainment America November 1999 - October 2008
Qwest September 1997 - September 1999
Fleet Bank 1996 - 1997
Skills
Call Center, Vendor Management, Cross-functional Team..., Process Improvement, Social Games, Video Games, Customer Experience, CRM, MMO, Team Management, Project Management, Customer Service, Forecasting, Team Leadership, Customer Satisfaction, Customer Retention, Competitive Analysis, Strategic Planning, Online Gaming, Operations Management, Call Centers, Strategy, Quality Assurance, Management
Education
University of Phoenix 1997 — 1999
MBA, Business Administration
Bloomsburg University of Pennsylvania 1991 — 1995
BS, Business Management, Minor: Economics
Mark D. Miller's Fleet Bank Experience 2000 - 2004
Job Commercial Banking, Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company June 2008 - Present
Boston Private Bank 2008 - Present
Middlesex Savings Bank 2004 - 2008
Fleet Bank 2000 - 2004
State Street Bank 1988 - 1999
State Street Bank 1988 - 1999
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Portfolio Management, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Asset Managment, Credit Risk, Capital Markets, Mergers, Private Banking, Underwriting
Education
Bentley University 1985 — 1990
MS, Accountancy
Bates College 1977 — 1981
BA, Economics
Boston Private Bank & Trust Company June 2008 - Present
Boston Private Bank 2008 - Present
Middlesex Savings Bank 2004 - 2008
Fleet Bank 2000 - 2004
State Street Bank 1988 - 1999
State Street Bank 1988 - 1999
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Portfolio Management, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Asset Managment, Credit Risk, Capital Markets, Mergers, Private Banking, Underwriting
Education
Bentley University 1985 — 1990
MS, Accountancy
Bates College 1977 — 1981
BA, Economics
Jim Roberts, CAMS, CRCM's Fleet Bank Experience December 1999 - May 2004
Job Vice President Compliance Officer at Needham Bank
Industry Financial Services
Experience
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
John Skrobe's Fleet Bank Experience January 1996 - September 2001
Job at Barclays Capital
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers September 2000 - September 2008
Fleet Bank January 1996 - September 2001
Bank of Tokyo-Mitsubishi 1995 - 1997
The Chase Manhattan Bank 1991 - 1996
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Holy Cross High School 1982 — 1986
Barclays Capital September 2008 - Present
Lehman Brothers September 2000 - September 2008
Fleet Bank January 1996 - September 2001
Bank of Tokyo-Mitsubishi 1995 - 1997
The Chase Manhattan Bank 1991 - 1996
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Holy Cross High School 1982 — 1986
Marcy Sculley's Fleet Bank Experience 1995 - 1996
Job Principal Owner at TrueNorth LLC
Industry Financial Services
Experience
TrueNorth LLC March 1999 - Present
Fair Isaac 1996 - 1999
Fleet Bank 1995 - 1996
First USA 1994 - 1995
First USA 1992 - 1994
Citicorp 1988 - 1992
Skills
Marketing, Forecasting, Analytics, Analysis, Data Warehousing, Credit, Risk Management, Financial Services, Strategic Planning, Banking, Portfolio Management, CRM, New Business Development, Business Strategy
Education
Binghamton University - School of Management
MBA, Marketing Research
Penn State University
BS, Marketing
TrueNorth LLC March 1999 - Present
Fair Isaac 1996 - 1999
Fleet Bank 1995 - 1996
First USA 1994 - 1995
First USA 1992 - 1994
Citicorp 1988 - 1992
Skills
Marketing, Forecasting, Analytics, Analysis, Data Warehousing, Credit, Risk Management, Financial Services, Strategic Planning, Banking, Portfolio Management, CRM, New Business Development, Business Strategy
Education
Binghamton University - School of Management
MBA, Marketing Research
Penn State University
BS, Marketing
Brian Valenti's Fleet Bank Experience October 1999 - April 2004
Job Group Vice President at M&T Bank
Industry Banking
Experience
M&T Bank September 2013 - Present
Federal Reserve Board June 2005 - September 2013
Bank of America April 2004 - June 2005
Fleet Bank October 1999 - April 2004
Bank of Boston March 1988 - October 1999
Skills
Loans, Financial Risk, Credit Risk, Banking, Credit, Financial Modeling, Risk Management, Financial Analysis, Valuation, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Structured Finance, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Wittenberg University 1979 — 1983
BA, Business Administration
M&T Bank September 2013 - Present
Federal Reserve Board June 2005 - September 2013
Bank of America April 2004 - June 2005
Fleet Bank October 1999 - April 2004
Bank of Boston March 1988 - October 1999
Skills
Loans, Financial Risk, Credit Risk, Banking, Credit, Financial Modeling, Risk Management, Financial Analysis, Valuation, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Structured Finance, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Wittenberg University 1979 — 1983
BA, Business Administration
Stacey Paiva, MBA's Fleet Bank Experience August 1993 - August 2000
Job Marketing Professional & Copywriter
Industry Marketing and Advertising
Experience
Riverside Trauma Center August 2011 - Present
Massachusetts General Hospital October 2003 - September 2010
VanderWyk & Burnham January 2002 - May 2003
myteam.com September 2000 - August 2001
Fleet Bank August 1993 - August 2000
RCM Cabot July 1987 - July 1993
Skills
Non-profits, Event Planning, Marketing Communications, Fundraising, Marketing, Market Research, Social Media, Email Marketing, Event Management, Marketing Strategy, Advertising, Direct Marketing, Newsletters
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA, Marketing
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Marketing
Riverside Trauma Center August 2011 - Present
Massachusetts General Hospital October 2003 - September 2010
VanderWyk & Burnham January 2002 - May 2003
myteam.com September 2000 - August 2001
Fleet Bank August 1993 - August 2000
RCM Cabot July 1987 - July 1993
Skills
Non-profits, Event Planning, Marketing Communications, Fundraising, Marketing, Market Research, Social Media, Email Marketing, Event Management, Marketing Strategy, Advertising, Direct Marketing, Newsletters
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA, Marketing
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Marketing
John Topolovec's Fleet Bank Experience September 1993 - November 1999
Job Vice President at TD Bank, N.A.
Industry Banking
Experience
TD Bank, N.A. January 2003 - Present
Citibank December 1999 - January 2003
Fleet Bank September 1993 - November 1999
Education
Pace University - Lubin School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Binghamton University - School of Management 1988 — 1992
Bachelor's Degree, Finance, General
TD Bank, N.A. January 2003 - Present
Citibank December 1999 - January 2003
Fleet Bank September 1993 - November 1999
Education
Pace University - Lubin School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Binghamton University - School of Management 1988 — 1992
Bachelor's Degree, Finance, General
Laura Beers's Fleet Bank Experience 1995 - 2000
Job Research and Support Analyst
Industry Financial Services
Experience
Donald J. Aibel, Esq., January 2006 - Present
Mindray North America May 2011 - September 2011
JPMorgan Chase September 2006 - November 2008
Haworth Financial Group January 2000 - May 2005
Fleet Bank 1995 - 2000
Brite-Lite Signs December 1991 - July 1995
Simon and Schuster 1980 - 1991
Skills
Microsoft Office, Lotus Notes, Adobe PageMaker
Education
Bergen Community College 2003 — 2004
Certificate in Print & Web Design
Rockland Community College 1972 — 1974
AA Liberal Arts, Music and English
Suffern High School
Donald J. Aibel, Esq., January 2006 - Present
Mindray North America May 2011 - September 2011
JPMorgan Chase September 2006 - November 2008
Haworth Financial Group January 2000 - May 2005
Fleet Bank 1995 - 2000
Brite-Lite Signs December 1991 - July 1995
Simon and Schuster 1980 - 1991
Skills
Microsoft Office, Lotus Notes, Adobe PageMaker
Education
Bergen Community College 2003 — 2004
Certificate in Print & Web Design
Rockland Community College 1972 — 1974
AA Liberal Arts, Music and English
Suffern High School
Frances Richards's Fleet Bank Experience February 1997 - April 2004
Job SVP, Integrated Program Management, Online Sales & Content
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
Paul Angland's Fleet Bank Experience January 2000 - January 2004
Job VP, Relationship Manager at HSBC Asset Based Lending
Industry Banking
Experience
HSBC May 2005 - Present
Bank of America Precious Metals February 2004 - May 2005
Fleet Bank January 2000 - January 2004
Fleet Bank May 1998 - December 1999
Fleet Bank January 1998 - April 1998
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Credit Analysis, Precious Metals, Business Development, Underwriting, Credit Risk, Portfolio Management, Loans, Finance, Risk Management, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
Master of Business Administration (MBA), MIS
The Catholic University of America 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
HSBC May 2005 - Present
Bank of America Precious Metals February 2004 - May 2005
Fleet Bank January 2000 - January 2004
Fleet Bank May 1998 - December 1999
Fleet Bank January 1998 - April 1998
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Credit Analysis, Precious Metals, Business Development, Underwriting, Credit Risk, Portfolio Management, Loans, Finance, Risk Management, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
Master of Business Administration (MBA), MIS
The Catholic University of America 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Cherie Arruda's Fleet Bank Experience 1999 - 2004
Job Credit Executive at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
Susan Muller's Fleet Bank Experience 1985 - 1995
Job Trade Show Manager at Tea Forte
Industry Luxury Goods & Jewelry
Experience
Tea Forte December 2010 - Present
Custom Signs May 1995 - April 2013
Fleet Bank 1985 - 1995
Skills
Marketing, Retail, Marketing Strategy, Management, Advertising, Business Development, Product Development, Social Media Marketing, Product Marketing, Online Advertising, Event Management, Product Management, Graphic Design, Event Planning, Web Design, Salesforce.com, Project Planning, Sales, Branding & Identity, Public Speaking
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, MIS
Wheaton College (MA)
BA
Tea Forte December 2010 - Present
Custom Signs May 1995 - April 2013
Fleet Bank 1985 - 1995
Skills
Marketing, Retail, Marketing Strategy, Management, Advertising, Business Development, Product Development, Social Media Marketing, Product Marketing, Online Advertising, Event Management, Product Management, Graphic Design, Event Planning, Web Design, Salesforce.com, Project Planning, Sales, Branding & Identity, Public Speaking
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, MIS
Wheaton College (MA)
BA
Christopher McCourt's Fleet Bank Experience 1982 - 2004
Job Treasurer & CFO at Pilgrim Bank
Industry Financial Services
Experience
Pilgrim Bank May 2011 - Present
Bank of America 2004 - May 2011
Fleet Boston Financial 1991 - 2004
Fleet Bank 1982 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Banking, Forecasting, Accounting, Budgeting, Strategic Planning, Restructuring, Financial Management, Managerial Finance, Strategic Financial..., Budgets, Portfolio Management, Corporate Finance, Cash Management, Finance, Credit, Commercial Banking, Loans, Investments, Financial Risk, Commercial Lending, Credit Analysis, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1989
MBA, Finance
Boston College - Carroll School of Management 1978 — 1982
BS, Accounting & Marketing
Pilgrim Bank May 2011 - Present
Bank of America 2004 - May 2011
Fleet Boston Financial 1991 - 2004
Fleet Bank 1982 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Banking, Forecasting, Accounting, Budgeting, Strategic Planning, Restructuring, Financial Management, Managerial Finance, Strategic Financial..., Budgets, Portfolio Management, Corporate Finance, Cash Management, Finance, Credit, Commercial Banking, Loans, Investments, Financial Risk, Commercial Lending, Credit Analysis, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1989
MBA, Finance
Boston College - Carroll School of Management 1978 — 1982
BS, Accounting & Marketing
Mindy (Sagan) MacGillivray's Fleet Bank Experience 1990 - 2000
Job Commercial Loan Administrator at Commerce Bank & Trust Company
Industry Banking
Experience
Commerce Bank & Trust Company June 2011 - Present
Sovereign Bank 1987 - 2009
Fleet Bank 1990 - 2000
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Banking
Education
Bethany College 1973 — 1977
B.A., Sociology
Commerce Bank & Trust Company June 2011 - Present
Sovereign Bank 1987 - 2009
Fleet Bank 1990 - 2000
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Banking
Education
Bethany College 1973 — 1977
B.A., Sociology
Larry Bartlett's Fleet Bank Experience June 1998 - February 2003
Job Business Analyst at Mercer Management Consulting
Industry Financial Services
Experience
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
Lloyd Granoff's Fleet Bank Experience July 1982 - May 1985
Job Real Estate Developer and Private Equity Investor
Industry Real Estate
Experience
Granoff Associates, LLC June 1996 - Present
Secure Records Management, LLC September 2003 - September 2014
Wallace Capital Corporation November 1985 - June 1996
Fleet Bank July 1982 - May 1985
Rhode Island Hospital Trust National Bank August 1979 - July 1982
Skills
Real Estate, Contract Negotiation, Management, Due Diligence, Strategic Planning, Investments, Negotiation, Mergers & Acquisitions, New Business Development, Business Development, Start-ups, Strategy, Business Strategy, Management Consulting, Market Analysis, Real Estate Development
Education
Boston College 1975 — 1979
BS, Business
Moses Brown School 1969 — 1975
Granoff Associates, LLC June 1996 - Present
Secure Records Management, LLC September 2003 - September 2014
Wallace Capital Corporation November 1985 - June 1996
Fleet Bank July 1982 - May 1985
Rhode Island Hospital Trust National Bank August 1979 - July 1982
Skills
Real Estate, Contract Negotiation, Management, Due Diligence, Strategic Planning, Investments, Negotiation, Mergers & Acquisitions, New Business Development, Business Development, Start-ups, Strategy, Business Strategy, Management Consulting, Market Analysis, Real Estate Development
Education
Boston College 1975 — 1979
BS, Business
Moses Brown School 1969 — 1975
John Krammes's Fleet Bank Experience December 2003 - August 2004
Job Engagement Director at Isobar
Industry Internet
Experience
Isobar July 2014 - Present
Isobar March 2010 - June 2014
Dorel Juvenile Group May 2008 - March 2010
TOMY International September 2005 - April 2008
Bank of America January 2005 - August 2005
Bank of America September 2004 - December 2004
Fleet Bank December 2003 - August 2004
Fleet Bank April 2003 - November 2003
Fleet Bank October 2001 - March 2003
Virtual Ink May 2000 - August 2000
Skills
Program Management, Project Management, Portfolio Management, Design for Manufacturing, Operations Management, Management Consulting, Strategic Consulting, Consumer Products, Juvenile Products, Business Strategy, Digital Strategy, Creative Strategy, Product Development, Product Launch, New Product Development, Financial Services, Design Management, Service Delivery, Team Leadership, Agile & Waterfall..., Management, Manufacturing, Cross-functional Team..., Strategy, Account Management, E-commerce, Leadership, CRM, Product Management, Six Sigma, Product Design, User Experience
Education
Bentley University 2007 — 2010
MBA, General Management
Project Management Institute (PMI) 2007 — 2007
CAPM, Certified Associate in Project Management
Wentworth Institute of Technology 1997 — 2001
BS, Computer Science
Isobar July 2014 - Present
Isobar March 2010 - June 2014
Dorel Juvenile Group May 2008 - March 2010
TOMY International September 2005 - April 2008
Bank of America January 2005 - August 2005
Bank of America September 2004 - December 2004
Fleet Bank December 2003 - August 2004
Fleet Bank April 2003 - November 2003
Fleet Bank October 2001 - March 2003
Virtual Ink May 2000 - August 2000
Skills
Program Management, Project Management, Portfolio Management, Design for Manufacturing, Operations Management, Management Consulting, Strategic Consulting, Consumer Products, Juvenile Products, Business Strategy, Digital Strategy, Creative Strategy, Product Development, Product Launch, New Product Development, Financial Services, Design Management, Service Delivery, Team Leadership, Agile & Waterfall..., Management, Manufacturing, Cross-functional Team..., Strategy, Account Management, E-commerce, Leadership, CRM, Product Management, Six Sigma, Product Design, User Experience
Education
Bentley University 2007 — 2010
MBA, General Management
Project Management Institute (PMI) 2007 — 2007
CAPM, Certified Associate in Project Management
Wentworth Institute of Technology 1997 — 2001
BS, Computer Science
Bernard Waterman's Fleet Bank Experience July 1994 - June 2003
Job Senior Wealth Management Officer at Peoples United Bank
Industry Financial Services
Experience
Peoples United Bank June 2003 - Present
Fleet Bank July 1994 - June 2003
Skills
Estate Planning, Wealth Management, Financial Planning, Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Risk Management, Asset Management
Education
Bentley University 1980 — 1986
MBA, Finance
Massachusetts College of Liberal Arts 1974 — 1976
B.S., Business Administration
Middlesex Community College 1972 — 1974
Associates, Business Administration
Peoples United Bank June 2003 - Present
Fleet Bank July 1994 - June 2003
Skills
Estate Planning, Wealth Management, Financial Planning, Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Risk Management, Asset Management
Education
Bentley University 1980 — 1986
MBA, Finance
Massachusetts College of Liberal Arts 1974 — 1976
B.S., Business Administration
Middlesex Community College 1972 — 1974
Associates, Business Administration
Stephen Medeiros's Fleet Bank Experience December 2000 - December 2002
Job Manager Business Analysis and Forecasting at EMD Serono, Inc.
Industry Pharmaceuticals
Experience
EMD Serono, Inc. July 2014 - Present
EMD Serono, Inc. April 2013 - June 2014
The Switch July 2012 - April 2013
Thomson Reuters December 2005 - July 2012
Bank of America December 2002 - November 2005
Fleet Bank December 2000 - December 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Accounting, Process Improvement, Analysis, Corporate Finance, Sarbanes-Oxley Act, Managerial Finance, SAP, Strategic Planning, Hyperion Enterprise, Due Diligence, Mergers & Acquisitions, Management, Essbase
Education
Boston University 2001 — 2006
Master's, Finance
Bentley University 1995 — 1999
Bachelor, Finance
EMD Serono, Inc. July 2014 - Present
EMD Serono, Inc. April 2013 - June 2014
The Switch July 2012 - April 2013
Thomson Reuters December 2005 - July 2012
Bank of America December 2002 - November 2005
Fleet Bank December 2000 - December 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Accounting, Process Improvement, Analysis, Corporate Finance, Sarbanes-Oxley Act, Managerial Finance, SAP, Strategic Planning, Hyperion Enterprise, Due Diligence, Mergers & Acquisitions, Management, Essbase
Education
Boston University 2001 — 2006
Master's, Finance
Bentley University 1995 — 1999
Bachelor, Finance
Lawrence Andrews's Fleet Bank Experience 1990 - 2000
Job President & CEO at Massachusetts Growth Capital Corp.
Industry Financial Services
Experience
Massachusetts Growth Capital Corp. October 2014 - Present
Massachusetts Growth Capital Corp. January 2011 - October 2014
The Savings Bank - TSB 2004 - 2014
The Provident Bank 2000 - 2004
Fleet Bank 1990 - 2000
Bank of New England, N.A. 1988 - 1990
BankBoston 1986 - 1988
Essexbank 1984 - 1986
Skills
Commercial Mortgages, Commercial Lending, Banking, Asset Based Lending, Small Business Lending, Middle Market, Consumer Lending, Credit, Commercial Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loans, Investments, Financial Analysis, Portfolio Management, Underwriting, Retail Banking
Education
Gordon College 1978 — 1982
B.A., Economics
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
RMHS
University of Delaware
Stonier School, A.B.A. Graduate School of Banking
Massachusetts Growth Capital Corp. October 2014 - Present
Massachusetts Growth Capital Corp. January 2011 - October 2014
The Savings Bank - TSB 2004 - 2014
The Provident Bank 2000 - 2004
Fleet Bank 1990 - 2000
Bank of New England, N.A. 1988 - 1990
BankBoston 1986 - 1988
Essexbank 1984 - 1986
Skills
Commercial Mortgages, Commercial Lending, Banking, Asset Based Lending, Small Business Lending, Middle Market, Consumer Lending, Credit, Commercial Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loans, Investments, Financial Analysis, Portfolio Management, Underwriting, Retail Banking
Education
Gordon College 1978 — 1982
B.A., Economics
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
RMHS
University of Delaware
Stonier School, A.B.A. Graduate School of Banking
Karen Dexter's Fleet Bank Experience July 1990 - March 1997
Job Manager of Sales Planning & Analysis at Bose Corporation
Industry Consumer Electronics
Experience
Bose Corporation October 2004 - Present
EMC April 1997 - October 2004
Fleet Bank July 1990 - March 1997
Skills
Competitive Analysis, Cross-functional Team..., Competitive Intelligence, Consumer Electronics, Market Analysis, Product Management, Product Launch, Go-to-market Strategy
Education
Fuld Gilad Herring Academy of Competitive Intelligence 2012 — 2012
Competitive Intelligence
Bentley University 1991 — 1998
MSA, Accounting
Westfield State University 1988 — 1990
BS, Finance
Holyoke Community College 1986 — 1988
AA, Business
Hampshire Regional High School 1982 — 1986
High School, High School/Secondary Diplomas and Certificates
Bose Corporation October 2004 - Present
EMC April 1997 - October 2004
Fleet Bank July 1990 - March 1997
Skills
Competitive Analysis, Cross-functional Team..., Competitive Intelligence, Consumer Electronics, Market Analysis, Product Management, Product Launch, Go-to-market Strategy
Education
Fuld Gilad Herring Academy of Competitive Intelligence 2012 — 2012
Competitive Intelligence
Bentley University 1991 — 1998
MSA, Accounting
Westfield State University 1988 — 1990
BS, Finance
Holyoke Community College 1986 — 1988
AA, Business
Hampshire Regional High School 1982 — 1986
High School, High School/Secondary Diplomas and Certificates
Ed Symons's Fleet Bank Experience July 2001 - April 2004
Job Banking Professional
Industry Banking
Experience
Bank of America April 2004 - April 2009
Fleet Bank July 2001 - April 2004
Education
Bloomfield College 1981 — 1985
BS, Business Addministration & Personnel
Bank of America April 2004 - April 2009
Fleet Bank July 2001 - April 2004
Education
Bloomfield College 1981 — 1985
BS, Business Addministration & Personnel
Joseph Oper's Fleet Bank Experience April 1998 - March 2000
Job Senior Business Analyst at NYS DOT
Industry Information Technology and Services
Experience
IIT Inc. June 2014 - Present
IIT Inc. July 2013 - June 2014
Trigyn Technologies July 2012 - May 2013
TEKsystems September 2011 - June 2012
Keane,Inc February 2007 - October 2011
Advanced Management Systems May 2001 - February 2007
Nortel Networks June 2000 - March 2001
Fleet Bank April 1998 - March 2000
KPMG Consulting August 1997 - April 1998
MetLife May 1989 - August 1997
Skills
Oracle SQL, Requirements Analysis, •XML and XSD design, Use Case Analysis, Business Requirements, Requirements Gathering, Requirements..., Functional..., SDLC, Testing, Business Analysis, Analysis, Visio, Software Documentation, MS Project, Software Project..., Business Process, PMO, Project Management, Integration, DB2, COBOL, User Acceptance Testing, Requirements Management, Outsourcing, Systems Analysis, Software Quality...
Education
Baruch College
BBA, Finance
Grumman Data Systems Institute
Diploma: Computer Programming, Computer Programming, A
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Management of Information Technology
IIT Inc. June 2014 - Present
IIT Inc. July 2013 - June 2014
Trigyn Technologies July 2012 - May 2013
TEKsystems September 2011 - June 2012
Keane,Inc February 2007 - October 2011
Advanced Management Systems May 2001 - February 2007
Nortel Networks June 2000 - March 2001
Fleet Bank April 1998 - March 2000
KPMG Consulting August 1997 - April 1998
MetLife May 1989 - August 1997
Skills
Oracle SQL, Requirements Analysis, •XML and XSD design, Use Case Analysis, Business Requirements, Requirements Gathering, Requirements..., Functional..., SDLC, Testing, Business Analysis, Analysis, Visio, Software Documentation, MS Project, Software Project..., Business Process, PMO, Project Management, Integration, DB2, COBOL, User Acceptance Testing, Requirements Management, Outsourcing, Systems Analysis, Software Quality...
Education
Baruch College
BBA, Finance
Grumman Data Systems Institute
Diploma: Computer Programming, Computer Programming, A
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Management of Information Technology
John Lazarczyk's Fleet Bank Experience February 1990 - May 1996
Job Senior Manager at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics August 2010 - Present
Quest Diagnostics October 2007 - August 2010
Alcatel-Lucent January 2000 - October 2007
PNC May 1996 - January 2000
Fleet Bank February 1990 - May 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Finance
Rutgers University 1985 — 1989
Bachelor of Science, Economics, Accounting & Computer Science
Quest Diagnostics August 2010 - Present
Quest Diagnostics October 2007 - August 2010
Alcatel-Lucent January 2000 - October 2007
PNC May 1996 - January 2000
Fleet Bank February 1990 - May 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Finance
Rutgers University 1985 — 1989
Bachelor of Science, Economics, Accounting & Computer Science
Ernest Rodgers's Fleet Bank Experience December 1999 - December 2000
Job General Manager, Best Western
Industry Hospitality
Experience
Rodgers Convenience Store January 2015 - Present
Provident Savings Bank December 2003 - October 2009
Hudson United Bank December 2000 - December 2003
Fleet Bank December 1999 - December 2000
Sovereign Bank December 1994 - December 1999
Sovereign Bank March 1991 - December 1994
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Microsoft Office, Event Planning, Leadership, Social Networking, Management, Nonprofits, Banking, Consumer Lending, Coaching, Commercial Banking, Commercial Lending, Credit, Event Management, Fundraising, Loans, Marketing Strategy, Project Management, Public Relations
Education
Berkeley College
Accounting and Business/Management
Rodgers Convenience Store January 2015 - Present
Provident Savings Bank December 2003 - October 2009
Hudson United Bank December 2000 - December 2003
Fleet Bank December 1999 - December 2000
Sovereign Bank December 1994 - December 1999
Sovereign Bank March 1991 - December 1994
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Microsoft Office, Event Planning, Leadership, Social Networking, Management, Nonprofits, Banking, Consumer Lending, Coaching, Commercial Banking, Commercial Lending, Credit, Event Management, Fundraising, Loans, Marketing Strategy, Project Management, Public Relations
Education
Berkeley College
Accounting and Business/Management
Ed Pfister's Fleet Bank Experience February 1990 - April 2004
Job Vice President at Fulton Bank of New Jersey
Industry Banking
Experience
Fulton Bank of New Jersey April 2012 - Present
Sovereign Bank 2011 - 2012
Beneficial Savings Bank February 2008 - March 2011
Burlington County College Foundation 2008 - 2011
Toronto Dominion June 2004 - January 2007
Fleet Bank February 1990 - April 2004
Summit Bank 1990 - 1998
The Bank of New York 1990 - 1991
First Fidelity Bank 1980 - 1990
First Fidelity Bank 1980 - 1990
Skills
Leadership, Small Business Lending, Commercial Lending, Banking, Management, Consumer Lending, Commercial Banking, Loans, Lines Of Credit, Retail Banking, Credit, Credit Analysis, Risk Management, Financial Analysis, Mortgage Lending, Coaching, Sales, Cash Management, Loan Origination, Asset Based Lending, Relationship Management, Portfolio Management, Credit Risk, Underwriting, Cross Selling, Commercial Mortgages, Treasury Management, Mortgage Banking, Financial Services
Education
Bloomfield College 1973 — 1977
BA, Business Administration
Fulton Bank of New Jersey April 2012 - Present
Sovereign Bank 2011 - 2012
Beneficial Savings Bank February 2008 - March 2011
Burlington County College Foundation 2008 - 2011
Toronto Dominion June 2004 - January 2007
Fleet Bank February 1990 - April 2004
Summit Bank 1990 - 1998
The Bank of New York 1990 - 1991
First Fidelity Bank 1980 - 1990
First Fidelity Bank 1980 - 1990
Skills
Leadership, Small Business Lending, Commercial Lending, Banking, Management, Consumer Lending, Commercial Banking, Loans, Lines Of Credit, Retail Banking, Credit, Credit Analysis, Risk Management, Financial Analysis, Mortgage Lending, Coaching, Sales, Cash Management, Loan Origination, Asset Based Lending, Relationship Management, Portfolio Management, Credit Risk, Underwriting, Cross Selling, Commercial Mortgages, Treasury Management, Mortgage Banking, Financial Services
Education
Bloomfield College 1973 — 1977
BA, Business Administration
Kristen Callahan's Fleet Bank Experience October 2003 - November 2006
Job Trust Administator Wells Fargo Trust
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Bank of America November 2006 - March 2009
Bank of America October 1992 - February 2009
Fleet Bank October 2003 - November 2006
Columbia Management Advisors December 1998 - October 2003
Fleet Retirement Plan Services June 1996 - December 1998
Fleet Retirement Plan Services October 1992 - June 1996
Skills
working towards CTFA..., Investments, Investment Management, Retirement, Wealth Management..., High Net Worth..., Tax, Banking, Wealth Management, Loans, Credit, Portfolio Management, Mortgage Lending, Retirement Planning, Securities, Series 7, Strategic Financial..., Credit Analysis, Financial Analysis, Commercial Banking, Financial Planning
Education
Bay Path College 1983 — 1985
Associate of Science (A.S.)
Wells Fargo 2009 - Present
Bank of America November 2006 - March 2009
Bank of America October 1992 - February 2009
Fleet Bank October 2003 - November 2006
Columbia Management Advisors December 1998 - October 2003
Fleet Retirement Plan Services June 1996 - December 1998
Fleet Retirement Plan Services October 1992 - June 1996
Skills
working towards CTFA..., Investments, Investment Management, Retirement, Wealth Management..., High Net Worth..., Tax, Banking, Wealth Management, Loans, Credit, Portfolio Management, Mortgage Lending, Retirement Planning, Securities, Series 7, Strategic Financial..., Credit Analysis, Financial Analysis, Commercial Banking, Financial Planning
Education
Bay Path College 1983 — 1985
Associate of Science (A.S.)
Jennifer Dumas Hall's Fleet Bank Experience 1997 - 2005
Job Managing Director at CrossHarbor Capital Partners
Industry Investment Management
Experience
CrossHarbor Capital Partners Vice PresidentBanc of America Securities1997 - 2005
Fleet Bank 1997 - 2005
Fleet Bank 1997 - 2005
Skills
Investments, Portfolio Management, Asset Managment, Capital Markets, Loans, Private Equity, Asset Management
Education
Bentley University 1990 — 1994
CrossHarbor Capital Partners Vice PresidentBanc of America Securities1997 - 2005
Fleet Bank 1997 - 2005
Fleet Bank 1997 - 2005
Skills
Investments, Portfolio Management, Asset Managment, Capital Markets, Loans, Private Equity, Asset Management
Education
Bentley University 1990 — 1994
Gary Chute's Fleet Bank Experience January 2001 - January 2005
Job Financial Services, Banking
Industry Financial Services
Experience
Sovereign Bank May 2010 - September 2010
Cambridge Vanguard March 2009 - May 2010
Bank of America December 2005 - February 2009
Fleet Bank January 2001 - January 2005
BankBoston January 1997 - January 2001
BayBank January 1992 - January 1997
BayBank September 1985 - January 1992
Skills
Commercial Banking, Credit
Education
Bentley University 1994 — 1995
Finance
University of Massachusetts Lowell 1980 — 1984
Bachelor of Science, Management, Computer Science
Sovereign Bank May 2010 - September 2010
Cambridge Vanguard March 2009 - May 2010
Bank of America December 2005 - February 2009
Fleet Bank January 2001 - January 2005
BankBoston January 1997 - January 2001
BayBank January 1992 - January 1997
BayBank September 1985 - January 1992
Skills
Commercial Banking, Credit
Education
Bentley University 1994 — 1995
Finance
University of Massachusetts Lowell 1980 — 1984
Bachelor of Science, Management, Computer Science
Kathy Reagan's Fleet Bank Experience January 2000 - May 2004
Job Manager of Performance Reporting & Analysis at Oracle Elevator
Industry Banking
Experience
Oracle Elevator February 2011 - Present
Bank of America November 2007 - May 2009
Bank of America December 2006 - November 2007
Bank of America May 2004 - December 2006
Fleet Bank January 2000 - May 2004
Fleet Bank April 1996 - January 2000
Shawmut Bank May 1992 - April 1996
Shawmut Bank July 1989 - May 1992
Skills
Budgets, Forecasting, Cross-functional Team..., Auditing, Variance Analysis, Process Improvement, Banking, Business Process..., Management, Project Management, Financial Modeling, Finance, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Accountancy
Bentley University 1985 — 1989
BS, Finance
Whitman Hanson
Oracle Elevator February 2011 - Present
Bank of America November 2007 - May 2009
Bank of America December 2006 - November 2007
Bank of America May 2004 - December 2006
Fleet Bank January 2000 - May 2004
Fleet Bank April 1996 - January 2000
Shawmut Bank May 1992 - April 1996
Shawmut Bank July 1989 - May 1992
Skills
Budgets, Forecasting, Cross-functional Team..., Auditing, Variance Analysis, Process Improvement, Banking, Business Process..., Management, Project Management, Financial Modeling, Finance, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Accountancy
Bentley University 1985 — 1989
BS, Finance
Whitman Hanson
RICHARD PENIX III's Fleet Bank Experience April 1998 - April 2004
Job REGIONAL DIRECTOR WEALTH MANAGEMENT at Wachovia, a Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company October 2008 - Present
Bank of America April 2004 - October 2008
Fleet Bank April 1998 - April 2004
Education
Ball State University 1972 — 1976
B.S. in Criminal Justice and Corrections
Wachovia, A Wells Fargo Company October 2008 - Present
Bank of America April 2004 - October 2008
Fleet Bank April 1998 - April 2004
Education
Ball State University 1972 — 1976
B.S. in Criminal Justice and Corrections
Annette Jurkowski's Fleet Bank Experience 1994 - 1997
Job BSA Compliance Analyst at Wayne Bank
Industry Banking
Experience
Wayne Bank October 2012 - Present
Wayne Bank July 2010 - October 2012
Wayne Bank July 2007 - July 2010
Wayne Bank November 1997 - July 2007
Fleet Bank 1994 - 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Microsoft Word, Cash Management, Analysis, Management, Team Leadership, Commercial Lending, Budgets, Finance
Education
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Accounting
Norristown Area High School 1981 — 1985
Accounting and Business/Management
Wayne Bank October 2012 - Present
Wayne Bank July 2010 - October 2012
Wayne Bank July 2007 - July 2010
Wayne Bank November 1997 - July 2007
Fleet Bank 1994 - 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Microsoft Word, Cash Management, Analysis, Management, Team Leadership, Commercial Lending, Budgets, Finance
Education
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Accounting
Norristown Area High School 1981 — 1985
Accounting and Business/Management
Paul Curley's Fleet Bank Experience July 1997 - January 2001
Job Controller at CrunchTime! Information Systems
Industry Computer Software
Experience
CrunchTime! Information Systems September 2008 - Present
Lasell College September 2004 - December 2005
Schooner Capital January 2001 - December 2004
Fleet Bank July 1997 - January 2001
KPMG April 1994 - July 1997
Education
Providence College 1988 — 1992
Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
Masters, Finance
CrunchTime! Information Systems September 2008 - Present
Lasell College September 2004 - December 2005
Schooner Capital January 2001 - December 2004
Fleet Bank July 1997 - January 2001
KPMG April 1994 - July 1997
Education
Providence College 1988 — 1992
Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
Masters, Finance
Sharon Broyles, CPA, MST's Fleet Bank Experience October 1995 - December 1996
Job Tax Manager at EMC Corporation
Industry Information Technology and Services
Experience
EMC Corporation January 2005 - Present
Reebok International Ltd March 2001 - December 2003
EMC Corporation December 1996 - August 1999
Fleet Bank October 1995 - December 1996
Tambrands Inc June 1994 - October 1995
Reebok International Ltd March 1991 - January 1994
KPMG Peat Marwick August 1987 - March 1991
Skills
Income Tax, Tax, Corporate Tax, Auditing, Tax Preparation, Tax Accounting, International Tax, Tax Research, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Process Improvement, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Masters, Tax
Fairfield University 1983 — 1987
Bachelor of Science, Accounting
EMC Corporation January 2005 - Present
Reebok International Ltd March 2001 - December 2003
EMC Corporation December 1996 - August 1999
Fleet Bank October 1995 - December 1996
Tambrands Inc June 1994 - October 1995
Reebok International Ltd March 1991 - January 1994
KPMG Peat Marwick August 1987 - March 1991
Skills
Income Tax, Tax, Corporate Tax, Auditing, Tax Preparation, Tax Accounting, International Tax, Tax Research, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Process Improvement, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Masters, Tax
Fairfield University 1983 — 1987
Bachelor of Science, Accounting
Maxieen Pryce's Fleet Bank Experience January 2000 - January 2002
Job International Business Graduate seeking new opportunity
Industry International Trade and Development
Experience
Plainfield Board of Education October 2011 - Present
PRIMARY FREIGHT SERVICES, INC July 2011 - September 2011
Johnson & Johnson HCS August 2007 - January 2009
Tinnerman-Palnut Engineering, Inc July 2006 - August 2007
Fleet Bank January 2000 - January 2002
Williams Communications Solutions January 1998 - January 2000
MetLife Securities January 1997 - January 1998
HNTB Corporation January 1991 - January 1997
Skills
Expert with Microsoft..., Proficient with..., Lotus 123, Lotus Notes, Customer Service, Seibel, Microsoft Office, Microsoft Excel, Time Management, Higher Education, Access, Shipping, Software Documentation, PowerPoint, Public Speaking, Management, Administrative...
Education
Berkeley College 2009 — 2011
Bachelor of Science –, International Business
Computer Education Institute 2000 — 2000
Office Mastery -- Word
Union County College 1991 — 1998
Associate of Arts, Business (Computer Information Systems)
Sawyer Business School 1984 — 1984
Professional Secretary/Word Processing
Plainfield Board of Education October 2011 - Present
PRIMARY FREIGHT SERVICES, INC July 2011 - September 2011
Johnson & Johnson HCS August 2007 - January 2009
Tinnerman-Palnut Engineering, Inc July 2006 - August 2007
Fleet Bank January 2000 - January 2002
Williams Communications Solutions January 1998 - January 2000
MetLife Securities January 1997 - January 1998
HNTB Corporation January 1991 - January 1997
Skills
Expert with Microsoft..., Proficient with..., Lotus 123, Lotus Notes, Customer Service, Seibel, Microsoft Office, Microsoft Excel, Time Management, Higher Education, Access, Shipping, Software Documentation, PowerPoint, Public Speaking, Management, Administrative...
Education
Berkeley College 2009 — 2011
Bachelor of Science –, International Business
Computer Education Institute 2000 — 2000
Office Mastery -- Word
Union County College 1991 — 1998
Associate of Arts, Business (Computer Information Systems)
Sawyer Business School 1984 — 1984
Professional Secretary/Word Processing
John Sergi's Fleet Bank Experience January 1984 - June 1996
Job Senior Vice President,Regional Commercial lending Director at Brookline Bank
Industry Banking
Experience
Brookline Bank July 2010 - Present
Rockland Trust April 2008 - June 2010
Benjamin Franklin Bank March 2005 - March 2008
Charter Bank June 1996 - March 2005
Fleet Bank January 1984 - June 1996
Skills
Credit, Credit Risk, Mortgage Lending, Cash Management, Financial Analysis, Mergers, Financial Reporting, Real Estate, Commercial Banking, Small Business Lending, Customer Service, Forecasting, Microsoft Excel, Retail Banking, Strategic Planning, Lines Of Credit, Consumer Lending, Mortgage Banking, Branch Management, Cross Selling, Loan Servicing, Loan Origination, Deposits, Refinance, Commercial Lending, Loans
Education
The Stonier Graduate School of Banking
Graduate, Banking and Financial Support Services, Satisfied requirements
Rivier College 1982 — 1986
Master of Business Administration (M.B.A.), Business/Commerce, General
Bentley College 1980 — 1981
evening business courses, Accounting and Finance
Boston College 1975 — 1979
Bachelor of Science, Pre-Med/Biology/Business
Waltham High School 1972 — 1975
Brookline Bank July 2010 - Present
Rockland Trust April 2008 - June 2010
Benjamin Franklin Bank March 2005 - March 2008
Charter Bank June 1996 - March 2005
Fleet Bank January 1984 - June 1996
Skills
Credit, Credit Risk, Mortgage Lending, Cash Management, Financial Analysis, Mergers, Financial Reporting, Real Estate, Commercial Banking, Small Business Lending, Customer Service, Forecasting, Microsoft Excel, Retail Banking, Strategic Planning, Lines Of Credit, Consumer Lending, Mortgage Banking, Branch Management, Cross Selling, Loan Servicing, Loan Origination, Deposits, Refinance, Commercial Lending, Loans
Education
The Stonier Graduate School of Banking
Graduate, Banking and Financial Support Services, Satisfied requirements
Rivier College 1982 — 1986
Master of Business Administration (M.B.A.), Business/Commerce, General
Bentley College 1980 — 1981
evening business courses, Accounting and Finance
Boston College 1975 — 1979
Bachelor of Science, Pre-Med/Biology/Business
Waltham High School 1972 — 1975
John Nardi's Fleet Bank Experience June 1990 - July 1991
Job Senior Credit Analyst at Hometown Bank of the Hudson Valley
Industry Financial Services
Experience
Hometown Bank of the Hudson Valley September 2013 - Present
Empire State Bank October 2012 - September 2013
Mid-Hudson Valley Federal Credit Union August 2010 - October 2012
Provident Bank New York 2006 - 2009
The Bank of New York 2000 - 2006
Atlantic Bank of New York August 1998 - December 2000
Sterling National Bank January 1993 - August 1998
The Merchants Bank of NY July 1991 - January 1993
Fleet Bank June 1990 - July 1991
Skills
Loans, Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Underwriting
Education
New York University-School of Continuing Professional Education 1994 — 1996
Diploma, Bank Lending
Ball State University 1982 — 1986
Master of Business Administration
City University of New York City College 1975 — 1979
Bachelor of Science, Meteorology
Hometown Bank of the Hudson Valley September 2013 - Present
Empire State Bank October 2012 - September 2013
Mid-Hudson Valley Federal Credit Union August 2010 - October 2012
Provident Bank New York 2006 - 2009
The Bank of New York 2000 - 2006
Atlantic Bank of New York August 1998 - December 2000
Sterling National Bank January 1993 - August 1998
The Merchants Bank of NY July 1991 - January 1993
Fleet Bank June 1990 - July 1991
Skills
Loans, Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Underwriting
Education
New York University-School of Continuing Professional Education 1994 — 1996
Diploma, Bank Lending
Ball State University 1982 — 1986
Master of Business Administration
City University of New York City College 1975 — 1979
Bachelor of Science, Meteorology
Faye Bernard's Fleet Bank Experience January 2001 - August 2004
Job Bank Manager at VNB
Industry Banking
Experience
VNB March 2007 - Present
Fleet Bank January 2001 - August 2004
Education
Bergen Community College
Mt Alvernia High School
VNB March 2007 - Present
Fleet Bank January 2001 - August 2004
Education
Bergen Community College
Mt Alvernia High School
Peter Sarantos's Fleet Bank Experience June 1993 - February 2003
Job Market President Retail Banking North NJ
Industry Banking
Paola Ordonez's Fleet Bank Experience January 1998 - July 2002
Job Product Manager at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. July 2006 - Present
Citizens Bank March 2005 - July 2006
The Home Depot August 2002 - March 2005
Fleet Bank January 1998 - July 2002
Banco del Pichincha June 1993 - June 1995
Skills
Product Management, Commercial Banking, Banking, Strategic Planning, Risk Management, Business Strategy, Cash Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Universidad San Francisco de Quito 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Santander Bank, N.A. July 2006 - Present
Citizens Bank March 2005 - July 2006
The Home Depot August 2002 - March 2005
Fleet Bank January 1998 - July 2002
Banco del Pichincha June 1993 - June 1995
Skills
Product Management, Commercial Banking, Banking, Strategic Planning, Risk Management, Business Strategy, Cash Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Universidad San Francisco de Quito 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation