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
Tom Peterson Tom Peterson's Fleet Bank Experience 1998 - 1998
Job
Industry Internet
Experience
Bazaarvoice 2010 - July 2015
iMediaSalesTeam 2009 - October 2010
Rakuten MediaForge 2009 - 2010
MTV Networks 2006 - 2007
Y2M 2002 - 2006
Y2M 2000 - 2003
Fleet Bank 1998 - 1998
Fleet Bank 1998 - 1998
Skills
E-commerce, Web Analytics, Analytics, Social Media, Social Commerce, Digital Media, Product Development, Product Management, Strategic Partnerships, Mobile Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Brigham Young University 1996 — 1999
BS
Bazaarvoice 2010 - July 2015
iMediaSalesTeam 2009 - October 2010
Rakuten MediaForge 2009 - 2010
MTV Networks 2006 - 2007
Y2M 2002 - 2006
Y2M 2000 - 2003
Fleet Bank 1998 - 1998
Fleet Bank 1998 - 1998
Skills
E-commerce, Web Analytics, Analytics, Social Media, Social Commerce, Digital Media, Product Development, Product Management, Strategic Partnerships, Mobile Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Brigham Young University 1996 — 1999
BS
Kevin O'Connor Kevin O'Connor's Fleet Bank Experience January 1999 - February 2002
Job Host at This Old House
Industry Entertainment
Experience
This Old House February 2003 - Present
This Old House February 2003 - Present
Bank of America June 2006 - June 2007
Fleet Bank January 1999 - February 2002
Education
Boston University Questrom School of Business 1997 — 1999
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, History
St. Benedicts Prep 1983 — 1986
This Old House February 2003 - Present
This Old House February 2003 - Present
Bank of America June 2006 - June 2007
Fleet Bank January 1999 - February 2002
Education
Boston University Questrom School of Business 1997 — 1999
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, History
St. Benedicts Prep 1983 — 1986
Elizabeth Millea Elizabeth Millea's Fleet Bank Experience September 1999 - January 2003
Job Sales Supervisor / Design Consultant at Jonathan Adler
Industry Retail
Experience
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Cory Casden's Fleet Bank Experience August 1990 - April 2001
Job Senior Diabetes Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca February 2014 - Present
Bristol-Myers Squibb, Princeton, New Jersey August 2010 - January 2014
Schering-Plough Pharmaceuticals March 2007 - March 2010
Schering-Plough Pharmaceuticals November 2002 - February 2007
ProSign, Inc. May 2001 - November 2002
Fleet Bank August 1990 - April 2001
Skills
Cardiology, Pharmaceutical Industry, Allergy, Hospital Sales, Pharmaceutical Sales, Pulmonology, Product Launch, Selling Skills, Account Management, Diabetes, Endocrinology, Hospitals, Managed Care, Sales Force Development, Selling, Therapeutic Areas
Education
Boston University
Bachelor of Science, Communications, Concentration in Economics
AstraZeneca February 2014 - Present
Bristol-Myers Squibb, Princeton, New Jersey August 2010 - January 2014
Schering-Plough Pharmaceuticals March 2007 - March 2010
Schering-Plough Pharmaceuticals November 2002 - February 2007
ProSign, Inc. May 2001 - November 2002
Fleet Bank August 1990 - April 2001
Skills
Cardiology, Pharmaceutical Industry, Allergy, Hospital Sales, Pharmaceutical Sales, Pulmonology, Product Launch, Selling Skills, Account Management, Diabetes, Endocrinology, Hospitals, Managed Care, Sales Force Development, Selling, Therapeutic Areas
Education
Boston University
Bachelor of Science, Communications, Concentration in Economics
Ralph Stalter, Jr. Ralph Stalter, Jr.'s Fleet Bank Experience September 2002 - March 2003
Job Chief Cultural Provocateur at Southern Nevada Arts Consortium (SNAC)
Industry Nonprofit Organization Management
Experience
Southern Nevada Arts Consortium (SNAC) June 2015 - Present
The Valley Awards 2014 - 2015
HCA August 2010 - February 2014
Visiting Nurse Service of New York October 2009 - August 2010
Wagner-Weber Associates, Inc. September 2007 - January 2009
Gregory Miller & Company LLC June 2007 - August 2007
Nixon Peabody LLP March 2003 - May 2007
Fleet Bank September 2002 - March 2003
Citizens/Mellon Banks June 2002 - August 2002
PERFECT ACCESS SPEER March 2000 - May 2002
Skills
Training, Leadership, Program Management, Coaching, Fundraising, Nonprofits, Recruiting, Software Documentation, Public Speaking, Training Delivery, Workshop Facilitation, Management, Human Resources, Project Management, Event Management, Leadership Development, Employee Training, Staff Development, Team Building, Customer Service, Instructor-led Training, Microsoft Office, Project Planning, Healthcare, Social Media, PowerPoint, Event Planning, Hands-on Training, Career Development, Employee Relations, Resume Writing, Team Leadership, Microsoft Excel, Community Outreach, Performance Improvement, Onboarding, Career Counseling, Non-profits, Adult Education, Higher Education, Talent Acquisition, Needs Analysis, Outlook, Microsoft Word, Consulting, Presentation Coaching, Employee Engagement, Job Coaching, Teaching, Project Coordination
Education
Columbia University in the City of New York 1990 — 1991
None, Arts Administration
Boston University 1973 — 1975
MFA, Theater
Duquesne University 1968 — 1973
BA, Speech & Communications
South Hills Catholic High School 1964 — 1968
College Prep, College Prep
Bethel Park High School
Southern Nevada Arts Consortium (SNAC) June 2015 - Present
The Valley Awards 2014 - 2015
HCA August 2010 - February 2014
Visiting Nurse Service of New York October 2009 - August 2010
Wagner-Weber Associates, Inc. September 2007 - January 2009
Gregory Miller & Company LLC June 2007 - August 2007
Nixon Peabody LLP March 2003 - May 2007
Fleet Bank September 2002 - March 2003
Citizens/Mellon Banks June 2002 - August 2002
PERFECT ACCESS SPEER March 2000 - May 2002
Skills
Training, Leadership, Program Management, Coaching, Fundraising, Nonprofits, Recruiting, Software Documentation, Public Speaking, Training Delivery, Workshop Facilitation, Management, Human Resources, Project Management, Event Management, Leadership Development, Employee Training, Staff Development, Team Building, Customer Service, Instructor-led Training, Microsoft Office, Project Planning, Healthcare, Social Media, PowerPoint, Event Planning, Hands-on Training, Career Development, Employee Relations, Resume Writing, Team Leadership, Microsoft Excel, Community Outreach, Performance Improvement, Onboarding, Career Counseling, Non-profits, Adult Education, Higher Education, Talent Acquisition, Needs Analysis, Outlook, Microsoft Word, Consulting, Presentation Coaching, Employee Engagement, Job Coaching, Teaching, Project Coordination
Education
Columbia University in the City of New York 1990 — 1991
None, Arts Administration
Boston University 1973 — 1975
MFA, Theater
Duquesne University 1968 — 1973
BA, Speech & Communications
South Hills Catholic High School 1964 — 1968
College Prep, College Prep
Bethel Park High School
Peter F. Jones's Fleet Bank Experience September 1999 - April 2004
Job HR Engagement & Change Manager, VP at Citizens Bank
Industry Financial Services
Experience
Citizens Bank March 2014 - Present
Royal Bank of Scotland March 2013 - February 2014
Citizens Bank February 2008 - January 2013
Citizens Bank November 2005 - January 2008
Citizens Bank October 2004 - October 2005
Fleet Bank September 1999 - April 2004
Fleet Bank May 1994 - August 1999
Skills
Project Management, Performance Management, Banking, Leadership Development, Change Management, Risk Management, Organizational..., Organizational..., Succession Planning, Vendor Management, Talent Management, Team Building, Financial Services, Human Resources, Process Improvement, Management, Leadership, Program Management, Training, Coaching, Employee Benefits, Workshop Facilitation, PeopleSoft, Operations Management, Business Process..., Financial Risk, Onboarding, Strategy, Executive Management, Sales, Mergers & Acquisitions, Marketing, Recruiting, Learning Management...
Education
Western New England University 1992 — 1994
MBA
College for Financial Planning 1988 — 1988
Financial Paraplanner Program Certificate
Boston University Questrom School of Business 1981 — 1985
BS, Business Administration/Marketing
Citizens Bank March 2014 - Present
Royal Bank of Scotland March 2013 - February 2014
Citizens Bank February 2008 - January 2013
Citizens Bank November 2005 - January 2008
Citizens Bank October 2004 - October 2005
Fleet Bank September 1999 - April 2004
Fleet Bank May 1994 - August 1999
Skills
Project Management, Performance Management, Banking, Leadership Development, Change Management, Risk Management, Organizational..., Organizational..., Succession Planning, Vendor Management, Talent Management, Team Building, Financial Services, Human Resources, Process Improvement, Management, Leadership, Program Management, Training, Coaching, Employee Benefits, Workshop Facilitation, PeopleSoft, Operations Management, Business Process..., Financial Risk, Onboarding, Strategy, Executive Management, Sales, Mergers & Acquisitions, Marketing, Recruiting, Learning Management...
Education
Western New England University 1992 — 1994
MBA
College for Financial Planning 1988 — 1988
Financial Paraplanner Program Certificate
Boston University Questrom School of Business 1981 — 1985
BS, Business Administration/Marketing
Kim Spaner's Fleet Bank Experience 1994 - 1995
Job Commercial Bank Lender at BankGloucester
Industry Financial Services
Experience
BankGloucester July 2014 - Present
Massachusetts Growth Capital Corp. January 2010 - June 2014
TD Bank September 2009 - August 2010
Ropes & Gray LLP October 1998 - February 2008
Peoples Heritage Bank (now TD Bank) 1995 - 1997
Fleet Bank 1994 - 1995
BayBank 1983 - 1994
Skills
Banking, Loans, Credit, Commercial Lending, Financial Analysis, Technical Assistance, Commercial Banking, Credit Analysis, Finance, Sales, Small Business Lending, Small Business, Business Development, Commercial Mortgages, Commercial Real Estate, Portfolio Management, Management, Mortgage Lending
Education
Boston University 1979 — 1982
BA, Sociology and Psychology
Stuart Country Day School 1976 — 1977
diploma, General
BankGloucester July 2014 - Present
Massachusetts Growth Capital Corp. January 2010 - June 2014
TD Bank September 2009 - August 2010
Ropes & Gray LLP October 1998 - February 2008
Peoples Heritage Bank (now TD Bank) 1995 - 1997
Fleet Bank 1994 - 1995
BayBank 1983 - 1994
Skills
Banking, Loans, Credit, Commercial Lending, Financial Analysis, Technical Assistance, Commercial Banking, Credit Analysis, Finance, Sales, Small Business Lending, Small Business, Business Development, Commercial Mortgages, Commercial Real Estate, Portfolio Management, Management, Mortgage Lending
Education
Boston University 1979 — 1982
BA, Sociology and Psychology
Stuart Country Day School 1976 — 1977
diploma, General
Hong Xie Hong Xie's Fleet Bank Experience August 2002 - September 2004
Job Business Banking
Industry Banking
Experience
信诚银行 July 2015 - Present
Santander Bank, N.A. March 2013 - July 2015
Bank of America September 2011 - March 2013
Citizens Bank October 2004 - August 2011
Fleet Bank August 2002 - September 2004
Wysdom Inc. July 1999 - July 2002
Skills
Consumer Lending, Branch Management, Retail Banking, Commercial Banking, Loans, Lines Of Credit, Banking, Credit, Cross Selling, Mortgage Lending, Deposits, Branch Banking, Loan Origination, Mortgage Banking, SBA, Refinance, Relationship Management, Home Equity Loans, Core Banking, Home Equity Lines of..., Banking Relationships, Investments, Customer Service, Portfolio Management, Mutual Funds, Sales Management, Merchant Services, Credit Risk, Credit Cards, KYC, Small Business Lending, Finance, Sales, Treasury Services, ACH, Loan Servicing
Education
Boston University 2009 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Fudan University 1988 — 1992
BSC, Economics
信诚银行 July 2015 - Present
Santander Bank, N.A. March 2013 - July 2015
Bank of America September 2011 - March 2013
Citizens Bank October 2004 - August 2011
Fleet Bank August 2002 - September 2004
Wysdom Inc. July 1999 - July 2002
Skills
Consumer Lending, Branch Management, Retail Banking, Commercial Banking, Loans, Lines Of Credit, Banking, Credit, Cross Selling, Mortgage Lending, Deposits, Branch Banking, Loan Origination, Mortgage Banking, SBA, Refinance, Relationship Management, Home Equity Loans, Core Banking, Home Equity Lines of..., Banking Relationships, Investments, Customer Service, Portfolio Management, Mutual Funds, Sales Management, Merchant Services, Credit Risk, Credit Cards, KYC, Small Business Lending, Finance, Sales, Treasury Services, ACH, Loan Servicing
Education
Boston University 2009 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Fudan University 1988 — 1992
BSC, Economics
Allison Lyons's Fleet Bank Experience April 1992 - April 2003
Job Senior Vice President Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2003 - Present
Fleet Bank April 1992 - April 2003
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Treasury Management..., Project Coordination, Business Process..., Commercial Banking, Payment Services, Accounts Receivable, Accounts Payable, Managing Accounts, Purchasing Cards, Merchant Services, Relationship Management, Working Capital..., Certified Treasury..., Global Cash Management
Education
Boston University 2015 — 2018
Master of International Marketing Management
University of Hartford 1996 — 2008
BS, Marketing
Wells Fargo April 2003 - Present
Fleet Bank April 1992 - April 2003
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Treasury Management..., Project Coordination, Business Process..., Commercial Banking, Payment Services, Accounts Receivable, Accounts Payable, Managing Accounts, Purchasing Cards, Merchant Services, Relationship Management, Working Capital..., Certified Treasury..., Global Cash Management
Education
Boston University 2015 — 2018
Master of International Marketing Management
University of Hartford 1996 — 2008
BS, Marketing
Joseph Luca's Fleet Bank Experience January 1987 - January 1989
Job Associate Broker at ReMax Preferred
Industry Real Estate
Experience
ReMax Preferred August 2012 - Present
Northern Rhode Island Board of REALTORS November 2013 - November 2014
Luca Commercial January 2007 - August 2013
Neighborhood Properties, LLC January 2007 - August 2013
Luca Commercial Group at Residential Properties March 2010 - August 2012
Environmental Advisory Group June 1992 - August 1993
Behavioral Management Associates February 1989 - June 1991
Fleet Bank January 1987 - January 1989
Skills
Real Estate, Residential, Foreclosure Properties, Short Sales, Entrepreneur, Budgeting, Distressed Property, Investment Properties, Cost Analysis, Residential Homes, Foreclosures, Investors, Relocation, New Home Sales, Condos, Single Family Homes, First Time Home Buyers, Listings, Real Estate Transactions, Budgets, Selling, Entrepreneurship, Property, Buyer Representation, Referrals, Seniors, Sellers, Brokerage, Real Property, REO, Real Estate Economics, Property Management, Real Estate Development, Commercial Real Estate, Mortgage Lending, Luxury, Sales, Buyers, ABR, Home Staging, Townhomes, Rentals, FHA, Resellers, Waterfront, Income Properties, HUD, New Homes, Move Up Buyers, Vacation Homes
Education
Boston University 1982 — 1986
BA, English & Italian Literature/Economics
LaSalle Academy
ReMax Preferred August 2012 - Present
Northern Rhode Island Board of REALTORS November 2013 - November 2014
Luca Commercial January 2007 - August 2013
Neighborhood Properties, LLC January 2007 - August 2013
Luca Commercial Group at Residential Properties March 2010 - August 2012
Environmental Advisory Group June 1992 - August 1993
Behavioral Management Associates February 1989 - June 1991
Fleet Bank January 1987 - January 1989
Skills
Real Estate, Residential, Foreclosure Properties, Short Sales, Entrepreneur, Budgeting, Distressed Property, Investment Properties, Cost Analysis, Residential Homes, Foreclosures, Investors, Relocation, New Home Sales, Condos, Single Family Homes, First Time Home Buyers, Listings, Real Estate Transactions, Budgets, Selling, Entrepreneurship, Property, Buyer Representation, Referrals, Seniors, Sellers, Brokerage, Real Property, REO, Real Estate Economics, Property Management, Real Estate Development, Commercial Real Estate, Mortgage Lending, Luxury, Sales, Buyers, ABR, Home Staging, Townhomes, Rentals, FHA, Resellers, Waterfront, Income Properties, HUD, New Homes, Move Up Buyers, Vacation Homes
Education
Boston University 1982 — 1986
BA, English & Italian Literature/Economics
LaSalle Academy
Garen Sahagian's Fleet Bank Experience July 1996 - January 2003
Job Contract Environmental Consultant at Independent Environmental Risk Management
Industry Environmental Services
Experience
Independent Environmental Risk Management September 2012 - Present
GZA GeoEnvironmental August 2004 - August 2012
Fleet Bank July 1996 - January 2003
Self-Employed May 1994 - July 1996
Shawmut National Corporation January 1992 - May 1994
GZA GeoEnvironmental September 1987 - December 1992
Skills
Environmental Science, Environmental Consulting, Environmental Risk..., Environmental..., Project Management, Proposal Writing, Technical Training, Public Speaking, Geology, Geochemistry, Real Estate Due..., Portfolio Risk, Environmental Data..., Soil Management, Environmental Policy, Civil Engineering, Environmental Impact..., Hazardous Waste...
Education
Boston College 1982 — 1987
Master of Science (MS), Geological and Earth Sciences/Geosciences
Boston College 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Independent Environmental Risk Management September 2012 - Present
GZA GeoEnvironmental August 2004 - August 2012
Fleet Bank July 1996 - January 2003
Self-Employed May 1994 - July 1996
Shawmut National Corporation January 1992 - May 1994
GZA GeoEnvironmental September 1987 - December 1992
Skills
Environmental Science, Environmental Consulting, Environmental Risk..., Environmental..., Project Management, Proposal Writing, Technical Training, Public Speaking, Geology, Geochemistry, Real Estate Due..., Portfolio Risk, Environmental Data..., Soil Management, Environmental Policy, Civil Engineering, Environmental Impact..., Hazardous Waste...
Education
Boston College 1982 — 1987
Master of Science (MS), Geological and Earth Sciences/Geosciences
Boston College 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Curt Raffi's Fleet Bank Experience 2003 - 2005
Job VP, Mobile Engagement & App Development at Endurance International Group
Industry Information Technology and Services
Experience
Endurance International Group January 2014 - Present
Endurance International Group February 2013 - January 2014
MetraTech Corp June 2010 - February 2013
Marketing Lexicons November 2008 - February 2013
Salary.com March 2009 - June 2010
PayChoice September 2005 - October 2008
Fleet Bank 2003 - 2005
InterPay 2000 - 2003
EIU 1998 - 2000
Paragon Environmental & Property Analysis 1995 - 1998
Skills
SaaS, Product Marketing, Go-to-market Strategy, Product Management, Start-ups, E-commerce, Demand Generation, Enterprise Software, Cloud Computing, Email Marketing, Lead Generation, Marketing Strategy, Business Strategy, Strategic Partnerships, Web Analytics, Marketing Management, Small Business, Product Strategy, Social Media Marketing, Marketing Automation, Customer Experience, Thought Leadership, SEM, Online Marketing, Competitive Analysis, Product Development, Product Launches, GTM, Community Management, User Interface Design, Pricing, SEO, Segmentation, Online Video, B2B eCommerce, Channel Marketing, Sales Support, CRM software, Webinars, Market Research, Channel Management, Channel, Messaging, Business Modeling, Sales Enablement, Strategy Development, Mobile Applications, Mobile Devices, Mobile Marketing, Mobile Design
Education
Harvard University
BA
Boston University
Choate Rosemary Hall
Belmont Hill School
Belmont Day School
Endurance International Group January 2014 - Present
Endurance International Group February 2013 - January 2014
MetraTech Corp June 2010 - February 2013
Marketing Lexicons November 2008 - February 2013
Salary.com March 2009 - June 2010
PayChoice September 2005 - October 2008
Fleet Bank 2003 - 2005
InterPay 2000 - 2003
EIU 1998 - 2000
Paragon Environmental & Property Analysis 1995 - 1998
Skills
SaaS, Product Marketing, Go-to-market Strategy, Product Management, Start-ups, E-commerce, Demand Generation, Enterprise Software, Cloud Computing, Email Marketing, Lead Generation, Marketing Strategy, Business Strategy, Strategic Partnerships, Web Analytics, Marketing Management, Small Business, Product Strategy, Social Media Marketing, Marketing Automation, Customer Experience, Thought Leadership, SEM, Online Marketing, Competitive Analysis, Product Development, Product Launches, GTM, Community Management, User Interface Design, Pricing, SEO, Segmentation, Online Video, B2B eCommerce, Channel Marketing, Sales Support, CRM software, Webinars, Market Research, Channel Management, Channel, Messaging, Business Modeling, Sales Enablement, Strategy Development, Mobile Applications, Mobile Devices, Mobile Marketing, Mobile Design
Education
Harvard University
BA
Boston University
Choate Rosemary Hall
Belmont Hill School
Belmont Day School
Dawn Druyor Gillette, CFA's Fleet Bank Experience 1999 - 2004
Job KeyBank
Industry Financial Services
Experience
KeyBank April 2015 - Present
Direct Capital Corporation June 2004 - December 2014
Fleet National Bank 1999 - 2004
Fleet Bank 1999 - 2004
Bank of America 1992 - 2004
BankBoston August 1992 - October 1999
Skills
Loans, Portfolio Management, Asset Based Lending, Credit, Credit Analysis, Structured Finance, Capital Raising, Financial Services, Commercial Lending, Securitization, Strategic Planning, Analytics, Forecasting, Financial Modeling, Executive Management, Banking, Due Diligence, Corporate Finance, Credit Risk, Funding, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Asset Management, Commercial Banking, Finance, Financial Risk, Financial Structuring, Investments, Loan Origination, Small Business Lending, Underwriting
Education
Boston College 1988 — 1992
Bachelor’s Degree, Economics & History
KeyBank April 2015 - Present
Direct Capital Corporation June 2004 - December 2014
Fleet National Bank 1999 - 2004
Fleet Bank 1999 - 2004
Bank of America 1992 - 2004
BankBoston August 1992 - October 1999
Skills
Loans, Portfolio Management, Asset Based Lending, Credit, Credit Analysis, Structured Finance, Capital Raising, Financial Services, Commercial Lending, Securitization, Strategic Planning, Analytics, Forecasting, Financial Modeling, Executive Management, Banking, Due Diligence, Corporate Finance, Credit Risk, Funding, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Asset Management, Commercial Banking, Finance, Financial Risk, Financial Structuring, Investments, Loan Origination, Small Business Lending, Underwriting
Education
Boston College 1988 — 1992
Bachelor’s Degree, Economics & History
Nicole Greco's Fleet Bank Experience January 2001 - July 2004
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America May 2007 - Present
Bank of America June 2004 - May 2007
Fleet Bank January 2001 - July 2004
Fleet Bank 1998 - 2001
Fleet Bank May 1994 - 1998
Accenture August 1989 - May 1994
Honeywell Information Systems May 1984 - August 1989
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Integration
Education
Boston College 1980 — 1984
B.S., Economics
Bank of America May 2007 - Present
Bank of America June 2004 - May 2007
Fleet Bank January 2001 - July 2004
Fleet Bank 1998 - 2001
Fleet Bank May 1994 - 1998
Accenture August 1989 - May 1994
Honeywell Information Systems May 1984 - August 1989
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Integration
Education
Boston College 1980 — 1984
B.S., Economics
Jim Cabral, PMP Jim Cabral, PMP's Fleet Bank Experience May 1995 - January 2004
Job Project Manager at Bank of America
Industry Banking
Experience
Bank of America June 1995 - Present
Fleet Bank May 1995 - January 2004
Amica Insurance September 1987 - May 1995
Johnson & Wales University August 1983 - September 1987
Skills
PMP, PMO, MS Project, Vendor Management, SDLC, Risk Management, Visio
Education
Boston University 2006 — 2010
MS, Project Management
Johnson & Wales University 1983 — 1990
BS, Computer Systems Management
Bank of America June 1995 - Present
Fleet Bank May 1995 - January 2004
Amica Insurance September 1987 - May 1995
Johnson & Wales University August 1983 - September 1987
Skills
PMP, PMO, MS Project, Vendor Management, SDLC, Risk Management, Visio
Education
Boston University 2006 — 2010
MS, Project Management
Johnson & Wales University 1983 — 1990
BS, Computer Systems Management
Dave Malatesta, ARPC Dave Malatesta, ARPC's Fleet Bank Experience 1998 - 2001
Job Senior Retirement Advisor
Industry Financial Services
Experience
Voya Financial July 2010 - Present
MetLife 2004 - 2010
AMVESCAP Retirement Services 2001 - 2004
Fleet Bank 1998 - 2001
Skills
Retirement Planning, Strategic Financial..., Training, Wealth Management..., Leadership, Investments, Retirement, Finance, Financial Planning, Investment Advisory, Mutual Funds, Wealth Management, Insurance
Education
Boston University
Certificate, Financial Planning
Bryant University
BS, Management
Voya Financial July 2010 - Present
MetLife 2004 - 2010
AMVESCAP Retirement Services 2001 - 2004
Fleet Bank 1998 - 2001
Skills
Retirement Planning, Strategic Financial..., Training, Wealth Management..., Leadership, Investments, Retirement, Finance, Financial Planning, Investment Advisory, Mutual Funds, Wealth Management, Insurance
Education
Boston University
Certificate, Financial Planning
Bryant University
BS, Management
Kathleen Yatsuhashi's Fleet Bank Experience 2000 - 2000
Job Associate Director Production Support at RGI Informatics, LLC
Industry Information Technology and Services
Experience
RGI Informatics, LLC August 2013 - Present
RGI Informatics LLC December 2011 - July 2013
Gurnet Consulting September 2010 - September 2011
Putnam Investments 2001 - 2003
Fleet Bank 2000 - 2000
Skills
Data Warehousing, Business Intelligence, Integration, ETL, Requirements Analysis, Data Modeling, SDLC, Database Design, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, Oracle, Data Integration, DB2, Business Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics with a minor in Computer Science
RGI Informatics, LLC August 2013 - Present
RGI Informatics LLC December 2011 - July 2013
Gurnet Consulting September 2010 - September 2011
Putnam Investments 2001 - 2003
Fleet Bank 2000 - 2000
Skills
Data Warehousing, Business Intelligence, Integration, ETL, Requirements Analysis, Data Modeling, SDLC, Database Design, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, Oracle, Data Integration, DB2, Business Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics with a minor in Computer Science
Kim Bradley's Fleet Bank Experience November 1994 - March 1998
Job Chief of Staff at Syracuse City School District
Industry Primary/Secondary Education
Experience
Syracuse City School District July 2011 - Present
Providence Public Schools September 2007 - March 2011
Providence Public Schools December 2005 - September 2007
Providence Public Schools February 2003 - December 2005
State of Rhode Island November 2000 - January 2003
The Providence Plan March 1998 - November 2000
Fleet Bank November 1994 - March 1998
Bank Boston February 1994 - November 1994
Citizens Bank November 1992 - February 1994
Office of Thrift Supervision April 1986 - January 1992
Skills
Leadership, Management, Strategy, Community Development, Community Outreach, Government, Strategic Planning, Nonprofits, Sales, Fundraising, Public Speaking, Event Planning, Grant Writing
Education
Boston University
Bachelor of Science (BS), Marketing
University of Rhode Island
Master of Public Administration (MPA)
Syracuse City School District July 2011 - Present
Providence Public Schools September 2007 - March 2011
Providence Public Schools December 2005 - September 2007
Providence Public Schools February 2003 - December 2005
State of Rhode Island November 2000 - January 2003
The Providence Plan March 1998 - November 2000
Fleet Bank November 1994 - March 1998
Bank Boston February 1994 - November 1994
Citizens Bank November 1992 - February 1994
Office of Thrift Supervision April 1986 - January 1992
Skills
Leadership, Management, Strategy, Community Development, Community Outreach, Government, Strategic Planning, Nonprofits, Sales, Fundraising, Public Speaking, Event Planning, Grant Writing
Education
Boston University
Bachelor of Science (BS), Marketing
University of Rhode Island
Master of Public Administration (MPA)
James Farmer's Fleet Bank Experience 1999 - 2003
Job Managing Director at KPMG US
Industry Financial Services
Experience
KPMG US October 2012 - Present
ALPFA May 2009 - Present
KPMG LLP 2004 - September 2012
Bank of America 2003 - 2004
Fleet Bank 1999 - 2003
BankBoston 1994 - 1998
Skills
Certified Internal..., Internal Audit, Risk Management, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit..., SOX 404, Banking, Insurance Risk
Education
BC High
Boston College
KPMG US October 2012 - Present
ALPFA May 2009 - Present
KPMG LLP 2004 - September 2012
Bank of America 2003 - 2004
Fleet Bank 1999 - 2003
BankBoston 1994 - 1998
Skills
Certified Internal..., Internal Audit, Risk Management, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit..., SOX 404, Banking, Insurance Risk
Education
BC High
Boston College
Aimee Movsessian Aimee Movsessian's Fleet Bank Experience 1999 - 2004
Job Marketing Professional
Industry Marketing and Advertising
Experience
Hastings PTA 2010 - Present
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Fleet Bank 1999 - 2004
BankBoston 1998 - 1999
Skills
Competitive Analysis, CRM, Cross-functional Team..., Leadership, Management, Data Analysis, Email Marketing, Marketing Strategy, Product Management, Marketing, Program Management, Lead Generation, Strategic Planning
Education
Boston University
MBA
University of Massachusetts, Amherst
BBA, Business Administration and Management
Hastings PTA 2010 - Present
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Fleet Bank 1999 - 2004
BankBoston 1998 - 1999
Skills
Competitive Analysis, CRM, Cross-functional Team..., Leadership, Management, Data Analysis, Email Marketing, Marketing Strategy, Product Management, Marketing, Program Management, Lead Generation, Strategic Planning
Education
Boston University
MBA
University of Massachusetts, Amherst
BBA, Business Administration and Management
Vince Rivers Vince Rivers's Fleet Bank Experience 1996 - 1999
Job Senior Portfolio Manager at J O Hambro Capital Management
Industry Investment Management
Experience
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
Ann-Marie DiGregorio Morrell, MCR's Fleet Bank Experience 1992 - 1993
Job Senior Manager Global Real Estate at inVentiv Health
Industry Commercial Real Estate
Experience
inVentiv Health June 2011 - Present
CDM Smith September 2000 - June 2011
Spaulding & Slye Colliers 1999 - 2000
Nortel Networks 1995 - 1999
Capital Management Resources 1993 - 1995
Fleet Bank 1992 - 1993
State Street Bank and Trust Company 1991 - 1992
New England Communities, Inc. 1989 - 1992
State Street Bank and Trust Company 1987 - 1991
Skills
Lease Administration, Corporate Real Estate, Portfolio Management, Leases, Strategic Planning, Real Estate, Real Estate Transactions, Asset Management, Commercial Real Estate, Property, Investment Properties, Due Diligence, Budgets, Facilities Management, Disposition, Banking, Residential Homes, Credit, Finance, Negotiation, Management, Dispositions
Education
Boston University 2009 — 2011
Certificate, Commercial Real Estate, 2011
Boston University 1982 — 1986
B.A., Sociology, Business Administration
inVentiv Health June 2011 - Present
CDM Smith September 2000 - June 2011
Spaulding & Slye Colliers 1999 - 2000
Nortel Networks 1995 - 1999
Capital Management Resources 1993 - 1995
Fleet Bank 1992 - 1993
State Street Bank and Trust Company 1991 - 1992
New England Communities, Inc. 1989 - 1992
State Street Bank and Trust Company 1987 - 1991
Skills
Lease Administration, Corporate Real Estate, Portfolio Management, Leases, Strategic Planning, Real Estate, Real Estate Transactions, Asset Management, Commercial Real Estate, Property, Investment Properties, Due Diligence, Budgets, Facilities Management, Disposition, Banking, Residential Homes, Credit, Finance, Negotiation, Management, Dispositions
Education
Boston University 2009 — 2011
Certificate, Commercial Real Estate, 2011
Boston University 1982 — 1986
B.A., Sociology, Business Administration
Randy Grosberg's Fleet Bank Experience 1999 - 2003
Job Vice President Sales at Examity
Industry E-Learning
Experience
Examity December 2012 - Present
Brainshark January 2012 - December 2012
Kaplan Test Prep and Admissions January 2010 - January 2012
College Coach May 2006 - December 2009
College Solutions Network 2003 - 2006
Fleet Bank 1999 - 2003
Putnam Investments 1994 - 1999
440 Financial Group 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Strategic Planning, SaaS, New Business Development, CRM, Start-ups, Business Development, Financial Services, Business Strategy, Program Management, Management, Training, Product Marketing, Direct Sales, Strategy, Solution Selling, Leadership, Digital Marketing, Sales Process, Salesforce.com, Lead Generation, Selling
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Business Administration
Boston University 1977 — 1981
BA, Political Science
Examity December 2012 - Present
Brainshark January 2012 - December 2012
Kaplan Test Prep and Admissions January 2010 - January 2012
College Coach May 2006 - December 2009
College Solutions Network 2003 - 2006
Fleet Bank 1999 - 2003
Putnam Investments 1994 - 1999
440 Financial Group 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Strategic Planning, SaaS, New Business Development, CRM, Start-ups, Business Development, Financial Services, Business Strategy, Program Management, Management, Training, Product Marketing, Direct Sales, Strategy, Solution Selling, Leadership, Digital Marketing, Sales Process, Salesforce.com, Lead Generation, Selling
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Business Administration
Boston University 1977 — 1981
BA, Political Science
Amy Entler Amy Entler's Fleet Bank Experience 2001 - 2005
Job Senior Product Manager at Intralinks
Industry Information Technology and Services
Experience
Intralinks March 2015 - Present
Cengage Learning July 2013 - March 2015
Cengage Learning July 2011 - July 2013
Omgeo February 2006 - July 2011
TCB February 2005 - February 2006
Bank of America February 2001 - February 2005
Fleet Bank 2001 - 2005
Razorfish December 1999 - February 2001
Skills
Requirements Gathering, User Stories, SDLC, Functional..., Wireframes, Iterative development, Acceptance criteria, Product backlog, Cost analysis, User-centered Design, Cross-functional Team..., Project Management, Business Analysis, Agile Methodologies, Product Development, Product Lifecycle..., E-commerce, Resource Management, Team Facilitation, Product Design, Requirements Management, Requirements Analysis, Product Requirements, Software Documentation, Business Requirements, Quality Assurance, Product Management, Web Applications, Usability Testing, Strategy, Agile Project Management, Waterfall, User Acceptance Testing
Education
Boston University Questrom School of Business
MBA
Boston University Questrom School of Business
MS, Information Systems
Syracuse University
BS, Accounting
Intralinks March 2015 - Present
Cengage Learning July 2013 - March 2015
Cengage Learning July 2011 - July 2013
Omgeo February 2006 - July 2011
TCB February 2005 - February 2006
Bank of America February 2001 - February 2005
Fleet Bank 2001 - 2005
Razorfish December 1999 - February 2001
Skills
Requirements Gathering, User Stories, SDLC, Functional..., Wireframes, Iterative development, Acceptance criteria, Product backlog, Cost analysis, User-centered Design, Cross-functional Team..., Project Management, Business Analysis, Agile Methodologies, Product Development, Product Lifecycle..., E-commerce, Resource Management, Team Facilitation, Product Design, Requirements Management, Requirements Analysis, Product Requirements, Software Documentation, Business Requirements, Quality Assurance, Product Management, Web Applications, Usability Testing, Strategy, Agile Project Management, Waterfall, User Acceptance Testing
Education
Boston University Questrom School of Business
MBA
Boston University Questrom School of Business
MS, Information Systems
Syracuse University
BS, Accounting
Brian OConnor Brian OConnor's Fleet Bank Experience 2000 - 2004
Job Head of Sales Management at Citizens Bank Commercial Banking
Industry Banking
Experience
Citizens Commercial Banking October 2010 - Present
Citizens Bank May 2009 - October 2010
Bank of America January 2007 - January 2009
Bank of America 2004 - 2006
Fleet Bank 2000 - 2004
Fleet Bank 1995 - 2000
Skills
Sales Management, Sales Process Design, Banking, Series 7, Commercial Banking, Wealth Management, P&L Management, New Business Development, Strategic Planning, Consultative Selling, Marketing Strategy, Solution Selling, Strategy Development, Sales Process, Strategy, Leadership, Finance, Management, CRM, Credit Risk, Commercial Lending, Credit Analysis, Selling, Credit, Financial Risk, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA, Business
University of Massachusetts, Amherst 1978 — 1982
BA, Management & Psychology
Citizens Commercial Banking October 2010 - Present
Citizens Bank May 2009 - October 2010
Bank of America January 2007 - January 2009
Bank of America 2004 - 2006
Fleet Bank 2000 - 2004
Fleet Bank 1995 - 2000
Skills
Sales Management, Sales Process Design, Banking, Series 7, Commercial Banking, Wealth Management, P&L Management, New Business Development, Strategic Planning, Consultative Selling, Marketing Strategy, Solution Selling, Strategy Development, Sales Process, Strategy, Leadership, Finance, Management, CRM, Credit Risk, Commercial Lending, Credit Analysis, Selling, Credit, Financial Risk, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA, Business
University of Massachusetts, Amherst 1978 — 1982
BA, Management & Psychology
Timmy King, CPA, PMP's Fleet Bank Experience 1997 - 2000
Job Risk MIS Manager at ISBAN US
Industry Information Technology and Services
Experience
ISBAN US March 2014 - Present
Citizens Bank March 2012 - December 2013
Autopart International 2005 - 2011
Pro-Link, Inc. 2000 - 2005
Fleet Bank 1997 - 2000
Stant Corporation 1992 - 1997
Ernst & Young 1987 - 1992
Arthur Andersen & Co. 1982 - 1987
Skills
Certified Public..., Certified Project..., Technology Columnist -..., Finance Committee -..., School Budget Committee..., Project Management, E-commerce, Team Leadership, Management, Inventory Management, Networking, Operations Management, ERP, Team Building, Change Management, Cross-functional Team..., Leadership, Program Management, Training, Customer Service, New Business Development, Business Analysis, Process Improvement
Education
Boston College 1980 — 1982
Bachelor of Science, Business Administration
ISBAN US March 2014 - Present
Citizens Bank March 2012 - December 2013
Autopart International 2005 - 2011
Pro-Link, Inc. 2000 - 2005
Fleet Bank 1997 - 2000
Stant Corporation 1992 - 1997
Ernst & Young 1987 - 1992
Arthur Andersen & Co. 1982 - 1987
Skills
Certified Public..., Certified Project..., Technology Columnist -..., Finance Committee -..., School Budget Committee..., Project Management, E-commerce, Team Leadership, Management, Inventory Management, Networking, Operations Management, ERP, Team Building, Change Management, Cross-functional Team..., Leadership, Program Management, Training, Customer Service, New Business Development, Business Analysis, Process Improvement
Education
Boston College 1980 — 1982
Bachelor of Science, Business Administration
Craig Hartnett's Fleet Bank Experience 1988 - 1993
Job Head, Business Development U.S. East
Industry Investment Management
Experience
BNY Mellon Investment Management 2006 - Present
RBS Greenwich Capital 2003 - 2006
State Street 2000 - 2003
State Street 1997 - 2000
State Street 1994 - 1997
Fleet Bank 1988 - 1993
Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Derivatives, Securities, Mutual Funds, Financial Services, Outsourced Solutions, OCIO, Fiduciary Management, New Business Development, Investment Sales, RIA, Family Office, High Net Worth..., Institutional..., Institutional Sales, Hedge Funds, Equities, Investment Strategies
Education
Boston University 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Quantitative Methods, 3.45 GPA
CFA Institute 1992 — 1994
Chartered Financial Analyst
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst - Level 2 Candidate • September 2015
Boston University 2015 — 2015
Financial Planning and Services
BNY Mellon Investment Management 2006 - Present
RBS Greenwich Capital 2003 - 2006
State Street 2000 - 2003
State Street 1997 - 2000
State Street 1994 - 1997
Fleet Bank 1988 - 1993
Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Derivatives, Securities, Mutual Funds, Financial Services, Outsourced Solutions, OCIO, Fiduciary Management, New Business Development, Investment Sales, RIA, Family Office, High Net Worth..., Institutional..., Institutional Sales, Hedge Funds, Equities, Investment Strategies
Education
Boston University 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Quantitative Methods, 3.45 GPA
CFA Institute 1992 — 1994
Chartered Financial Analyst
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst - Level 2 Candidate • September 2015
Boston University 2015 — 2015
Financial Planning and Services
Harry Wellott Harry Wellott's Fleet Bank Experience September 2000 - July 2004
Job Data Driven Integrated Marketing * Customer Acquisition & Retention * Client Relationships and Growth
Industry Marketing and Advertising
Experience
SIGMA Marketing Insights 2010 - 2014
Fidelity Investments July 2008 - April 2010
Iron Mountain August 2007 - July 2008
Fleet/BOA MergerBANK OF AMERICA (formerly FLEETBOSTON FINANCIAL CORPORATION) September 2000 - February 2007
Fleet Bank September 2000 - July 2004
Vantage Travel November 1999 - September 2000
Mullen August 1995 - October 1999
Skills
Customer Acquisition, Direct Marketing, Customer Relations, Analytics, Direct Mail, Integrated Marketing, Marketing, Strategy, Database Marketing, Lead Generation, Advertising, Email Marketing, Leadership, Interactive Marketing, Start-ups, Marketing Research, CRM, Multi-channel Marketing, Online Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Ithaca College
Bachelor of Arts (B.A.)
SIGMA Marketing Insights 2010 - 2014
Fidelity Investments July 2008 - April 2010
Iron Mountain August 2007 - July 2008
Fleet/BOA MergerBANK OF AMERICA (formerly FLEETBOSTON FINANCIAL CORPORATION) September 2000 - February 2007
Fleet Bank September 2000 - July 2004
Vantage Travel November 1999 - September 2000
Mullen August 1995 - October 1999
Skills
Customer Acquisition, Direct Marketing, Customer Relations, Analytics, Direct Mail, Integrated Marketing, Marketing, Strategy, Database Marketing, Lead Generation, Advertising, Email Marketing, Leadership, Interactive Marketing, Start-ups, Marketing Research, CRM, Multi-channel Marketing, Online Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Ithaca College
Bachelor of Arts (B.A.)
Katie McCabe, CFA's Fleet Bank Experience 1992 - 1993
Job EVP and CRO at Mitsubishi UFJ Lease & Finance (USA)
Industry Financial Services
Experience
Mitsubishi UFJ Lease & Finance (USA) November 2014 - Present
BTMU Capital Corporation 2011 - November 2014
BTMU Capital Corporation 2008 - 2011
BTMU Capital Corporation 2004 - 2008
BTMU Capital Corporation 2002 - 2004
BTMU Capital Corporation 2001 - 2002
BTMU Capital Corporation 1998 - 2001
BTMU Capital Corporation 1993 - 1998
Fleet Bank 1992 - 1993
GE Capital 1990 - 1992
Skills
Underwriting, Credit, Portfolio Management, Loans, Debt, Risk Management, Corporate Finance, Asset Management, Financial Analysis, Asset Based Lending, Enterprise Risk..., Loan Work-outs, Financial Risk, Structured Finance, Asset Managment, Credit Analysis, Financial Structuring, Commercial Lending, Loan Origination, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MS
Boston College 1984 — 1988
BS
Fontbonne Academy 1980 — 1984
Mitsubishi UFJ Lease & Finance (USA) November 2014 - Present
BTMU Capital Corporation 2011 - November 2014
BTMU Capital Corporation 2008 - 2011
BTMU Capital Corporation 2004 - 2008
BTMU Capital Corporation 2002 - 2004
BTMU Capital Corporation 2001 - 2002
BTMU Capital Corporation 1998 - 2001
BTMU Capital Corporation 1993 - 1998
Fleet Bank 1992 - 1993
GE Capital 1990 - 1992
Skills
Underwriting, Credit, Portfolio Management, Loans, Debt, Risk Management, Corporate Finance, Asset Management, Financial Analysis, Asset Based Lending, Enterprise Risk..., Loan Work-outs, Financial Risk, Structured Finance, Asset Managment, Credit Analysis, Financial Structuring, Commercial Lending, Loan Origination, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MS
Boston College 1984 — 1988
BS
Fontbonne Academy 1980 — 1984
Jane Braun Jane Braun's Fleet Bank Experience 1987 - 1993
Job Owner & Travel Advisor at Saddle Hill Travel LLC
Industry Leisure, Travel & Tourism
Experience
Saddle Hill Travel January 2014 - Present
MineralTree, Inc. September 2011 - August 2013
Silicon Valley Bank September 2008 - April 2011
Business Credit Intelligence ~ Powered by NACMNE 2003 - 2008
Regis College 2005 - 2006
Silicon Valley Bank 1993 - 2000
Fleet Bank 1987 - 1993
Skills
Start-ups, SaaS, Enterprise Software, Banking, Financial Analysis, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Analytics, Venture Capital, Mergers, Product Management, Financial Modeling, Executive Management, Strategy, Leisure Travel, Entrepreneurship, Financial Services
Education
Stonehill College 1982 — 1986
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saddle Hill Travel January 2014 - Present
MineralTree, Inc. September 2011 - August 2013
Silicon Valley Bank September 2008 - April 2011
Business Credit Intelligence ~ Powered by NACMNE 2003 - 2008
Regis College 2005 - 2006
Silicon Valley Bank 1993 - 2000
Fleet Bank 1987 - 1993
Skills
Start-ups, SaaS, Enterprise Software, Banking, Financial Analysis, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Analytics, Venture Capital, Mergers, Product Management, Financial Modeling, Executive Management, Strategy, Leisure Travel, Entrepreneurship, Financial Services
Education
Stonehill College 1982 — 1986
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gail Doyle's Fleet Bank Experience October 1991 - October 1992
Job Insurance Professional, Paralegal, TEFL Teacher
Industry Insurance
Experience
Ironshore Insurance December 2012 - January 2014
Ironshore Insurance September 2009 - June 2012
Chubb Insurance March 2005 - September 2009
ING Investment Management February 2002 - December 2004
Kaman Industrial Technologies November 2001 - December 2002
Zurich Insurance Company Ltd April 1998 - May 2000
Aetna April 1995 - December 1997
Travelers November 1992 - March 1995
Fleet Bank October 1991 - October 1992
Hartford Steam Boiler August 1988 - July 1991
Skills
Property & Casualty..., Insurance, Reinsurance, Commercial Insurance, Liability, Legal Liability, Umbrella Insurance, Workers Compensation, Risk Management, Casualty, Creating strong..., Health Insurance, Professional Liability, Underwriting, Commercial Lines, General Insurance, TEFL English Teacher, Business English Teacher, Paralegal, Executive Assistant
Education
Maximo Nivel Language Institute, Costa Rica 2015 — 2015
TEFL English Certification and Business English Certification, English, A
Boston University 2008 — 2008
N/A, Paralegal Certification, A-
Central Connecticut State University 1979 — 1981
Bachelor's Degree, Geography and Cartography, 3.8
Ironshore Insurance December 2012 - January 2014
Ironshore Insurance September 2009 - June 2012
Chubb Insurance March 2005 - September 2009
ING Investment Management February 2002 - December 2004
Kaman Industrial Technologies November 2001 - December 2002
Zurich Insurance Company Ltd April 1998 - May 2000
Aetna April 1995 - December 1997
Travelers November 1992 - March 1995
Fleet Bank October 1991 - October 1992
Hartford Steam Boiler August 1988 - July 1991
Skills
Property & Casualty..., Insurance, Reinsurance, Commercial Insurance, Liability, Legal Liability, Umbrella Insurance, Workers Compensation, Risk Management, Casualty, Creating strong..., Health Insurance, Professional Liability, Underwriting, Commercial Lines, General Insurance, TEFL English Teacher, Business English Teacher, Paralegal, Executive Assistant
Education
Maximo Nivel Language Institute, Costa Rica 2015 — 2015
TEFL English Certification and Business English Certification, English, A
Boston University 2008 — 2008
N/A, Paralegal Certification, A-
Central Connecticut State University 1979 — 1981
Bachelor's Degree, Geography and Cartography, 3.8
Patrick Gwynne's Fleet Bank Experience June 1995 - June 2001
Job Director at Citizens Commercial Banking
Industry Banking
Experience
Citizens Commercial Banking October 2014 - Present
RBS Citizens NA October 2001 - Present
Fleet Bank June 1995 - June 2001
Skills
Business Development, Securitization, Commercial Banking, Banking, Foreign Exchange, FX Hedging, Foreign Currency, Building Relationships, Credit Risk, Risk Management, Cash Management, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Services, Mentoring, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending, Treasury Management
Education
Boston University 1988 — 1995
BS, Economics
Beaver Country Day School 1985 — 1988
Citizens Commercial Banking October 2014 - Present
RBS Citizens NA October 2001 - Present
Fleet Bank June 1995 - June 2001
Skills
Business Development, Securitization, Commercial Banking, Banking, Foreign Exchange, FX Hedging, Foreign Currency, Building Relationships, Credit Risk, Risk Management, Cash Management, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Services, Mentoring, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending, Treasury Management
Education
Boston University 1988 — 1995
BS, Economics
Beaver Country Day School 1985 — 1988
Bruce Daniels Bruce Daniels's Fleet Bank Experience 2000 - 2004
Job Senior Vice President at Boston Private
Industry Banking
Experience
Boston Private February 2012 - Present
Salem Five Bank 2005 - February 2012
Bank of America 2004 - 2005
Fleet Bank 2000 - 2004
Citizens Bank 1999 - 2000
State Street Bank 1987 - 1999
Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending
Education
Dartmouth College 1976 — 1980
A.B., Economics
Boston University Questrom School of Business 1985 — 1987
MBA, Finance
Boston Private February 2012 - Present
Salem Five Bank 2005 - February 2012
Bank of America 2004 - 2005
Fleet Bank 2000 - 2004
Citizens Bank 1999 - 2000
State Street Bank 1987 - 1999
Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending
Education
Dartmouth College 1976 — 1980
A.B., Economics
Boston University Questrom School of Business 1985 — 1987
MBA, Finance
Juan Foreman's Fleet Bank Experience 1999 - 2001
Job Experienced Call Center Sales, Service, and Operations Professional
Industry Marketing and Advertising
Experience
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
Lawrence Ackmann's Fleet Bank Experience March 1976 - May 1995
Job Owner, Larina Partners LLC
Industry Real Estate
Experience
FarSight Design 2010 - Present
Larina Partners LLC 2006 - Present
McCracken Financial Software December 1995 - December 2005
Fleet Bank March 1976 - May 1995
Aetna March 1971 - February 1976
Babcock & Wilcox March 1966 - July 1969
US Navy January 1964 - January 1966
Skills
Mobile Applications, Project Management, Enterprise Software, Requirements Analysis, Selling, Microsoft Office, Commercial Real Estate, Appraisals, Investors, HTML
Education
Boston University 1969 — 1971
MBA, Finance
Purdue University 1959 — 1964
BSME, Heat transfer
FarSight Design 2010 - Present
Larina Partners LLC 2006 - Present
McCracken Financial Software December 1995 - December 2005
Fleet Bank March 1976 - May 1995
Aetna March 1971 - February 1976
Babcock & Wilcox March 1966 - July 1969
US Navy January 1964 - January 1966
Skills
Mobile Applications, Project Management, Enterprise Software, Requirements Analysis, Selling, Microsoft Office, Commercial Real Estate, Appraisals, Investors, HTML
Education
Boston University 1969 — 1971
MBA, Finance
Purdue University 1959 — 1964
BSME, Heat transfer
Steven Holstein Steven Holstein's Fleet Bank Experience 1991 - 1992
Job Chief Marketing Officer at Covestor
Industry Financial Services
Experience
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Debb Colony Debb Colony's Fleet Bank Experience 1991 - 2000
Job Vice President, Commercial Lending, Middlesex Savings Bank: Relationship Manager; Strategic Partner; Trusted Advisor
Industry Banking
Experience
Middlesex Savings Bank 2009 - Present
Sovereign Bank/Banco Santander 2000 - 2009
Fleet Bank 1991 - 2000
Bank of New England 1983 - 1991
The Waltham Weston Hospital 1978 - 1982
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Financial Services, Small Business Lending, Credit Analysis, Strategy, Credit, Small Business, Loan Origination, Negotiation, Strategic Partnerships, Business Development, Cash Management, Commercial Mortgages, Due Diligence, Executive Management, Underwriting, Strategic Financial..., Capital Markets, Loan Structuring, Relationship Development, Financial Structuring, Branch Management, Mortgage Lending, Restructuring, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Lines Of Credit, Leadership, Relationship Management, Corporate Finance, Financial Analysis, Risk Management, Retail Banking, Financial Modeling, Workout, Asset Based Lending, Securities, Credit Risk, Financial Risk, Asset Management, Private Placements, Middle Market, Real Estate Economics, Acquisitions
Education
Simmons College - Simmons School of Management
Masters of Business Administration
Boston University
Masters of Education
Boston University
Bachelor of Arts
Middlesex Savings Bank 2009 - Present
Sovereign Bank/Banco Santander 2000 - 2009
Fleet Bank 1991 - 2000
Bank of New England 1983 - 1991
The Waltham Weston Hospital 1978 - 1982
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Financial Services, Small Business Lending, Credit Analysis, Strategy, Credit, Small Business, Loan Origination, Negotiation, Strategic Partnerships, Business Development, Cash Management, Commercial Mortgages, Due Diligence, Executive Management, Underwriting, Strategic Financial..., Capital Markets, Loan Structuring, Relationship Development, Financial Structuring, Branch Management, Mortgage Lending, Restructuring, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Lines Of Credit, Leadership, Relationship Management, Corporate Finance, Financial Analysis, Risk Management, Retail Banking, Financial Modeling, Workout, Asset Based Lending, Securities, Credit Risk, Financial Risk, Asset Management, Private Placements, Middle Market, Real Estate Economics, Acquisitions
Education
Simmons College - Simmons School of Management
Masters of Business Administration
Boston University
Masters of Education
Boston University
Bachelor of Arts
Colleen (Odlum) Magri's Fleet Bank Experience April 2000 - April 2004
Job Project Manager
Industry Information Technology and Services
Experience
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
Alicia Lee Alicia Lee's Fleet Bank Experience 1998 - 1999
Job VP and Principal Consultant at Forrester Research
Industry Information Technology and Services
Experience
Forrester Research August 2013 - Present
Cognizant Technology Solutions January 2013 - July 2013
Cognizant Technology Solutions January 2012 - January 2013
Cognizant Technology Solutions February 2001 - May 2012
AimNet Solutions 2001 - 2006
Keane Consulting Group 2000 - 2001
Fleet Bank 1998 - 1999
Digital Equipment Corporation 1994 - 1998
Skills
ITIL, Service Delivery, Vendor Management, Program Management, Business Analysis, Process Engineering, IT Management, Business Strategy, Business Process..., Managed Services, Solution Selling, SaaS, IT Operations, IT Strategy, Integration, IT Service Management, Strategy, Business Process, Outsourcing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Organizational Studies, Consulting
University at Albany, SUNY 1990 — 1994
BS, MIS, Marketing
Forrester Research August 2013 - Present
Cognizant Technology Solutions January 2013 - July 2013
Cognizant Technology Solutions January 2012 - January 2013
Cognizant Technology Solutions February 2001 - May 2012
AimNet Solutions 2001 - 2006
Keane Consulting Group 2000 - 2001
Fleet Bank 1998 - 1999
Digital Equipment Corporation 1994 - 1998
Skills
ITIL, Service Delivery, Vendor Management, Program Management, Business Analysis, Process Engineering, IT Management, Business Strategy, Business Process..., Managed Services, Solution Selling, SaaS, IT Operations, IT Strategy, Integration, IT Service Management, Strategy, Business Process, Outsourcing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Organizational Studies, Consulting
University at Albany, SUNY 1990 — 1994
BS, MIS, Marketing
Michele Courton Brown's Fleet Bank Experience October 1999 - January 2003
Job Chief Executive Officer at Quality Interactions, Inc.
Industry Executive Office
Experience
Quality Interactions, Inc. February 2015 - Present
Courton Brown Consulting July 2013 - Present
Quality Interactions January 2014 - February 2015
Charlotte Golar Richie for Mayor July 2013 - September 2013
The Efficacy Institute September 2009 - July 2013
Bank of America January 2004 - August 2009
Fleet Bank October 1999 - January 2003
BankBoston 1992 - 1999
Travelers April 1988 - March 1992
Skills
Program Development, Policy, Public Speaking, Philanthropy, Program Management, Staff Development, Community Outreach, Workshop Facilitation, Leadership, Public Relations, Strategy, Grant Writing, Community Development, Grants, Training, Entrepreneurship, Coaching, Budgets, Team Building, Marketing, Event Management, Change Management, Management, Teaching, Corporate Social..., Social Media, Program Evaluation, Higher Education, Government, Strategic Leadership, Social Networking, Proposal Writing, Public Policy, Marketing Communications, Editing, Fundraising, Strategic Planning, Non-profits, Strategic Communications, Media Relations, Policy Analysis, Board Development, Executive Management, Non-profit..., Strategic Partnerships, Conflict Resolution, Event Planning, Volunteer Management, Nonprofits, Leadership Development
Education
Boston University 2015 — 2016
Master of Science (MS), Health Communication
Boston University 1979 — 1983
BA, Economics and Urban Studies
Quality Interactions, Inc. February 2015 - Present
Courton Brown Consulting July 2013 - Present
Quality Interactions January 2014 - February 2015
Charlotte Golar Richie for Mayor July 2013 - September 2013
The Efficacy Institute September 2009 - July 2013
Bank of America January 2004 - August 2009
Fleet Bank October 1999 - January 2003
BankBoston 1992 - 1999
Travelers April 1988 - March 1992
Skills
Program Development, Policy, Public Speaking, Philanthropy, Program Management, Staff Development, Community Outreach, Workshop Facilitation, Leadership, Public Relations, Strategy, Grant Writing, Community Development, Grants, Training, Entrepreneurship, Coaching, Budgets, Team Building, Marketing, Event Management, Change Management, Management, Teaching, Corporate Social..., Social Media, Program Evaluation, Higher Education, Government, Strategic Leadership, Social Networking, Proposal Writing, Public Policy, Marketing Communications, Editing, Fundraising, Strategic Planning, Non-profits, Strategic Communications, Media Relations, Policy Analysis, Board Development, Executive Management, Non-profit..., Strategic Partnerships, Conflict Resolution, Event Planning, Volunteer Management, Nonprofits, Leadership Development
Education
Boston University 2015 — 2016
Master of Science (MS), Health Communication
Boston University 1979 — 1983
BA, Economics and Urban Studies
Javier Barrientos's Fleet Bank Experience 2000 - 2004
Job Senior Director, Global Diversity & Inclusion at Biogen Idec
Industry Human Resources
Experience
Biogen Idec January 2014 - Present
Biogen Idec July 2012 - January 2014
Biogen Idec January 2012 - June 2012
Blue Cross Blue Shield of Massachusetts 2009 - 2012
Blue Cross Blue Shield of Massachusetts 2008 - 2009
Boston Public Schools 2007 - 2007
TJX 2005 - 2006
Fleet Bank 2000 - 2004
Business for Social Responsibility February 1999 - February 2000
Skills
Talent Management, Coaching, Conflict Resolution, Employee Relations, Training, Leadership, Mediation, Leadership Development, Organizational..., Performance Management, Employee Engagement, Change Management, Succession Planning, Team Building, Strategic Planning, Organizational..., Program Management, HR Consulting, Executive Coaching, Process Improvement, Diversity & Inclusion, Diversity Training, Cultural Awareness, Cultural Transformation, Focus Groups, Inclusive Leadership, Human Resources, Advisory Councils, Affiliate Networks
Education
Cornell University 2009 — 2010
Certificate, Diversity Management
Augere Foundation Coaches Training Institute
Boston University
MBA
Coaches Training Institute
Completed Co-Active Leadership and Coaching Programs
Universidad de Costa Rica
Bachelor's, Law
Biogen Idec January 2014 - Present
Biogen Idec July 2012 - January 2014
Biogen Idec January 2012 - June 2012
Blue Cross Blue Shield of Massachusetts 2009 - 2012
Blue Cross Blue Shield of Massachusetts 2008 - 2009
Boston Public Schools 2007 - 2007
TJX 2005 - 2006
Fleet Bank 2000 - 2004
Business for Social Responsibility February 1999 - February 2000
Skills
Talent Management, Coaching, Conflict Resolution, Employee Relations, Training, Leadership, Mediation, Leadership Development, Organizational..., Performance Management, Employee Engagement, Change Management, Succession Planning, Team Building, Strategic Planning, Organizational..., Program Management, HR Consulting, Executive Coaching, Process Improvement, Diversity & Inclusion, Diversity Training, Cultural Awareness, Cultural Transformation, Focus Groups, Inclusive Leadership, Human Resources, Advisory Councils, Affiliate Networks
Education
Cornell University 2009 — 2010
Certificate, Diversity Management
Augere Foundation Coaches Training Institute
Boston University
MBA
Coaches Training Institute
Completed Co-Active Leadership and Coaching Programs
Universidad de Costa Rica
Bachelor's, Law
Jeffrey B. Tatro Jeffrey B. Tatro's Fleet Bank Experience 1991 - 2004
Job Senior Vice President, Healthcare & NFP Group at Citizens Bank
Industry Banking
Experience
Citizens Bank 2004 - Present
Fleet Bank 1991 - 2004
Amoskeag Bank 1989 - 1991
United States Trust Company 1974 - 1989
Skills
Credit, Banking, Bonds, Commercial Banking, Commercial Lending, Loans, Loan Origination, Small Business Lending, Portfolio Management, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Financial Services
Education
Boston College - Carroll School of Management 1978 — 1981
MBA, Marketing and Finance
Hartwick College 1970 — 1973
BA, Individual Student Program
Citizens Bank 2004 - Present
Fleet Bank 1991 - 2004
Amoskeag Bank 1989 - 1991
United States Trust Company 1974 - 1989
Skills
Credit, Banking, Bonds, Commercial Banking, Commercial Lending, Loans, Loan Origination, Small Business Lending, Portfolio Management, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Financial Services
Education
Boston College - Carroll School of Management 1978 — 1981
MBA, Marketing and Finance
Hartwick College 1970 — 1973
BA, Individual Student Program
Scott Trefry Scott Trefry's Fleet Bank Experience 2000 - 2004
Job Managing Director at NewStar Financial
Industry Banking
Experience
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
James Lozier's Fleet Bank Experience July 2002 - April 2004
Job Senior Vice President, Head of Marketing Services & Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF January 2014 - March 2015
TIAA-CREF March 2010 - December 2013
TIAA-CREF March 2009 - March 2010
Bank of America August 2007 - February 2009
Bank of America June 2006 - August 2007
Bank of America April 2004 - June 2006
Fleet Bank July 2002 - April 2004
Fleet Bank January 2001 - July 2002
FullArmor Corporation September 1999 - December 2000
Education
Boston College
B.A., Communications
TIAA-CREF March 2015 - Present
TIAA-CREF January 2014 - March 2015
TIAA-CREF March 2010 - December 2013
TIAA-CREF March 2009 - March 2010
Bank of America August 2007 - February 2009
Bank of America June 2006 - August 2007
Bank of America April 2004 - June 2006
Fleet Bank July 2002 - April 2004
Fleet Bank January 2001 - July 2002
FullArmor Corporation September 1999 - December 2000
Education
Boston College
B.A., Communications
Susan Furtado's Fleet Bank Experience September 1992 - June 1994
Job Treasurer
Industry Financial Services
Experience
Natixis Global Asset Management November 1998 - Present
Chiron Diagnostics Corp September 1997 - November 1998
Deloitte January 1996 - September 1997
Fleet Bank September 1992 - June 1994
Skills
Corporate Finance, Asset Management, Financial Modeling, Financial Analysis
Education
Northeastern University 1994 — 1995
MSA MBA, Accounting
Boston College 1988 — 1992
BA, Art History
Marshfield High School 1984 — 1988
Natixis Global Asset Management November 1998 - Present
Chiron Diagnostics Corp September 1997 - November 1998
Deloitte January 1996 - September 1997
Fleet Bank September 1992 - June 1994
Skills
Corporate Finance, Asset Management, Financial Modeling, Financial Analysis
Education
Northeastern University 1994 — 1995
MSA MBA, Accounting
Boston College 1988 — 1992
BA, Art History
Marshfield High School 1984 — 1988
April Steele's Fleet Bank Experience May 1999 - January 2000
Job Experienced Marketing Manager & Communications Professional
Industry Marketing and Advertising
Experience
Outlandish Gatherings, LLC September 2013 - Present
Mcaullife Regional Public Charter 2011 - 2014
Sunshine Media Group - Commercial Builder/Architect Magazine March 2003 - January 2007
The MathWorks 2000 - 2003
Data Translation December 1999 - November 2000
Fleet Bank May 1999 - January 2000
Polaroid Corporation 1990 - 1999
WHDH-TV September 1989 - May 1990
Skills
Marketing Management, Direct Mail, Integrated Marketing, E-commerce, Trade Shows, Public Relations, Customer Relations, Writing, Strategic Planning, Editing, Advertising, Product Development, Market Research, Microsoft Office, Marketing Strategy, Event Management, Planning, Product Marketing, Online Marketing, Lead Generation, Competitive Analysis, Negotiation, Research, Marketing Communications, Sales Management, Strategy Development, Media Relations, Sales Support, Web Content, Process Improvement, Analysis, Team Building, Corporate Communications, Coaching, Email Marketing, Internal Communications, Channel, Copywriting, Program Management, Forecasting, Financial Analysis, Public Speaking, Strategy, Online Advertising, Management, Corporate Branding, Strategic Communications, Customer Service, Project Planning, Sales Operations
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA, Marketing
Boston University 1986 — 1990
BS, Journalsim
Saugus High School 1984 — 1986
Outlandish Gatherings, LLC September 2013 - Present
Mcaullife Regional Public Charter 2011 - 2014
Sunshine Media Group - Commercial Builder/Architect Magazine March 2003 - January 2007
The MathWorks 2000 - 2003
Data Translation December 1999 - November 2000
Fleet Bank May 1999 - January 2000
Polaroid Corporation 1990 - 1999
WHDH-TV September 1989 - May 1990
Skills
Marketing Management, Direct Mail, Integrated Marketing, E-commerce, Trade Shows, Public Relations, Customer Relations, Writing, Strategic Planning, Editing, Advertising, Product Development, Market Research, Microsoft Office, Marketing Strategy, Event Management, Planning, Product Marketing, Online Marketing, Lead Generation, Competitive Analysis, Negotiation, Research, Marketing Communications, Sales Management, Strategy Development, Media Relations, Sales Support, Web Content, Process Improvement, Analysis, Team Building, Corporate Communications, Coaching, Email Marketing, Internal Communications, Channel, Copywriting, Program Management, Forecasting, Financial Analysis, Public Speaking, Strategy, Online Advertising, Management, Corporate Branding, Strategic Communications, Customer Service, Project Planning, Sales Operations
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA, Marketing
Boston University 1986 — 1990
BS, Journalsim
Saugus High School 1984 — 1986
Hans Jung, CFA's Fleet Bank Experience January 1998 - August 2001
Job C & I Structured Finance
Industry Banking
Experience
East West Bank March 2015 - Present
Webster Bank July 2003 - March 2015
HVB / Unicredit Group 2001 - 2003
Fleet Bank January 1998 - August 2001
Skills
Restructuring, Private Equity, Strategic Planning, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Finance, Cash Flow, Business Planning, Banking, Portfolio Management, LBO, Financial Modeling, Credit Analysis, Credit, Commercial Banking, Loans, Investments, Corporate Finance, Commercial Lending, Credit Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
East West Bank March 2015 - Present
Webster Bank July 2003 - March 2015
HVB / Unicredit Group 2001 - 2003
Fleet Bank January 1998 - August 2001
Skills
Restructuring, Private Equity, Strategic Planning, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Finance, Cash Flow, Business Planning, Banking, Portfolio Management, LBO, Financial Modeling, Credit Analysis, Credit, Commercial Banking, Loans, Investments, Corporate Finance, Commercial Lending, Credit Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
Chuck Latovich's Fleet Bank Experience 2002 - 2004
Job Happiness Presenter and Consultant
Industry Human Resources
Experience
The Happiness Report 2010 - Present
Ibis Consulting Group 2007 - 2010
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Fleet Bank 2001 - 2001
BankBoston 1994 - 2000
BayBank 1991 - 1994
BayBank Systems, Inc. 1987 - 1990
Skills
Talent Management, Program Management, Social Media
Education
Boston University
M. Ed.
Boston University
B.A.
The Happiness Report 2010 - Present
Ibis Consulting Group 2007 - 2010
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Fleet Bank 2001 - 2001
BankBoston 1994 - 2000
BayBank 1991 - 1994
BayBank Systems, Inc. 1987 - 1990
Skills
Talent Management, Program Management, Social Media
Education
Boston University
M. Ed.
Boston University
B.A.
Jeff Garavanian Jeff Garavanian's Fleet Bank Experience June 1992 - May 1999
Job Senior Vice President at Banc of California
Industry Financial Services
Experience
Banc of California July 2013 - Present
1st Enterprise Bank August 2012 - July 2013
Community Bank July 2010 - August 2012
US Bank November 2008 - July 2010
Bank of New York Mellon February 2000 - November 2008
US Trust Bank May 1999 - February 2000
Fleet Bank June 1992 - May 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Finance, Mergers & Acquisitions, Asset Based Lending, Deposits, Private Banking, Management, Commercial Real Estate, Small Business Lending, Banking, Commercial Mortgages, Lines Of Credit, Investments, Loan Origination, Cash Management, Treasury Management, SBA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Master of Science, Finance
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration, Finance
Banc of California July 2013 - Present
1st Enterprise Bank August 2012 - July 2013
Community Bank July 2010 - August 2012
US Bank November 2008 - July 2010
Bank of New York Mellon February 2000 - November 2008
US Trust Bank May 1999 - February 2000
Fleet Bank June 1992 - May 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Finance, Mergers & Acquisitions, Asset Based Lending, Deposits, Private Banking, Management, Commercial Real Estate, Small Business Lending, Banking, Commercial Mortgages, Lines Of Credit, Investments, Loan Origination, Cash Management, Treasury Management, SBA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Master of Science, Finance
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration, Finance
Hans Jung's Fleet Bank Experience 1998 - 2001
Job C & I Relationship Manager at East West Bank
Industry Banking
Experience
East West Bank March 2015 - Present
Webster Bank June 2003 - March 2015
Fleet Bank 1998 - 2001
Skills
Corporate Finance, Commercial Banking, Credit, Portfolio Management, New Business Development
Education
Boston College
Bachelor’s Degree, Business Administration and Management
Boston College - Wallace E. Carroll Graduate School of Management
Master's degree, Finance
East West Bank March 2015 - Present
Webster Bank June 2003 - March 2015
Fleet Bank 1998 - 2001
Skills
Corporate Finance, Commercial Banking, Credit, Portfolio Management, New Business Development
Education
Boston College
Bachelor’s Degree, Business Administration and Management
Boston College - Wallace E. Carroll Graduate School of Management
Master's degree, Finance
Jennifer (Jackson) Hafner's Fleet Bank Experience 1996 - 1999
Job Vice President Investment Management
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 2000 - 2006
Charles Schwab May 1999 - 2001
Fleet Bank 1996 - 1999
Scudder Investments 1990 - 1995
Skills
Series 24, Series 7, Product Strategy, Product Management, Investment Management..., Mutual Funds, ETFs, Separately Managed..., Regulatory Compliance, Money Market Funds, Marketing Communications, Board Presentations, Website Development, Web Content Management, Financial Services
Education
Boston University Graduate School of Management 2003 — 2006
MBA, Business, Honors
Clark University 1986 — 1990
Bachelor’s Degree, Economics
Charles Schwab 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 2000 - 2006
Charles Schwab May 1999 - 2001
Fleet Bank 1996 - 1999
Scudder Investments 1990 - 1995
Skills
Series 24, Series 7, Product Strategy, Product Management, Investment Management..., Mutual Funds, ETFs, Separately Managed..., Regulatory Compliance, Money Market Funds, Marketing Communications, Board Presentations, Website Development, Web Content Management, Financial Services
Education
Boston University Graduate School of Management 2003 — 2006
MBA, Business, Honors
Clark University 1986 — 1990
Bachelor’s Degree, Economics
Gina (Tarallo) Ribaudo Gina (Tarallo) Ribaudo's Fleet Bank Experience October 1998 - September 2000
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Bank of America November 2009 - Present
Banco Santander September 2008 - November 2009
Bank of America 2007 - 2008
Bank of America 2003 - 2005
BayBank/BankBoston/Fleet 1995 - 2004
Fleet Bank October 1998 - September 2000
BankBoston September 1996 - September 1998
BayBank June 1995 - September 1996
Whole Systems International, Inc. September 1990 - September 1993
Skills
Product Management, Marketing Strategy, Budgets, Product Marketing, Marketing, Segmentation, Competitive Analysis, Analytics, Project Management, Vendor Management, Consumer Behaviour, Customer Insight, Cross-functional Team..., Financial Services, Banking, Direct Marketing, Strategy, CRM, Market Research, Direct Mail, Relationship Management, Integrated Marketing, Marketing Management, Multi-channel Marketing, Customer Acquisition, Email Marketing, Customer Retention, Database Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Lead Generation, Marketing Communications, Salesforce.com, E-commerce, Online Marketing, Marketing Research, Market Planning, Brand Management, Business Development, B2B, Relationship Marketing, Online Advertising, Brand Development, Credit Cards, B2B Marketing, Advertising, Management, Team Leadership, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA, Marketing Management
Trinity College-Hartford 1986 — 1990
BA, English Literature
Academy of the Holy Angels 1982 — 1986
Bank of America November 2013 - Present
Bank of America November 2009 - Present
Banco Santander September 2008 - November 2009
Bank of America 2007 - 2008
Bank of America 2003 - 2005
BayBank/BankBoston/Fleet 1995 - 2004
Fleet Bank October 1998 - September 2000
BankBoston September 1996 - September 1998
BayBank June 1995 - September 1996
Whole Systems International, Inc. September 1990 - September 1993
Skills
Product Management, Marketing Strategy, Budgets, Product Marketing, Marketing, Segmentation, Competitive Analysis, Analytics, Project Management, Vendor Management, Consumer Behaviour, Customer Insight, Cross-functional Team..., Financial Services, Banking, Direct Marketing, Strategy, CRM, Market Research, Direct Mail, Relationship Management, Integrated Marketing, Marketing Management, Multi-channel Marketing, Customer Acquisition, Email Marketing, Customer Retention, Database Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Lead Generation, Marketing Communications, Salesforce.com, E-commerce, Online Marketing, Marketing Research, Market Planning, Brand Management, Business Development, B2B, Relationship Marketing, Online Advertising, Brand Development, Credit Cards, B2B Marketing, Advertising, Management, Team Leadership, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA, Marketing Management
Trinity College-Hartford 1986 — 1990
BA, English Literature
Academy of the Holy Angels 1982 — 1986
Marina Sheynina Marina Sheynina's Fleet Bank Experience September 2003 - May 2004
Job Experienced Grant & Budget Administrator, Accountant
Industry Accounting
Experience
Center for Pharmaceutical Biotechnology and Nanomedecine at Northeastern University February 2011 - Present
Private Customer 2008 - February 2012
Scott A Goffstein & Associates, LLP February 2008 - February 2011
American Media Market, Inc / Home based business May 1997 - December 2010
Citizens Bank May 2006 - May 2007
Citizens Bank June 2004 - May 2006
Fleet Bank September 2003 - May 2004
Baltic International Bank May 1994 - July 1996
Baltic Stock Exchange September 1991 - May 1994
Construction Research Institute September 1982 - September 1991
Skills
Cash Management, Financial Reporting, Accounting, Account Reconciliation, Banking, General Ledger, Financial Statements, Credit, Cash Flow, Peachtree, Bank Reconciliation, QuickBooks, Quicken, Microsoft Office, GAAP, Budgets, Microsoft Excel, Accounts Payable, Invoicing, Leadership, Tax Returns
Education
Boston College 2007 — 2009
Nondegree, Accounting
Rigas Tehniska Universitate 1977 — 1982
Master, Civil Engineering
Center for Pharmaceutical Biotechnology and Nanomedecine at Northeastern University February 2011 - Present
Private Customer 2008 - February 2012
Scott A Goffstein & Associates, LLP February 2008 - February 2011
American Media Market, Inc / Home based business May 1997 - December 2010
Citizens Bank May 2006 - May 2007
Citizens Bank June 2004 - May 2006
Fleet Bank September 2003 - May 2004
Baltic International Bank May 1994 - July 1996
Baltic Stock Exchange September 1991 - May 1994
Construction Research Institute September 1982 - September 1991
Skills
Cash Management, Financial Reporting, Accounting, Account Reconciliation, Banking, General Ledger, Financial Statements, Credit, Cash Flow, Peachtree, Bank Reconciliation, QuickBooks, Quicken, Microsoft Office, GAAP, Budgets, Microsoft Excel, Accounts Payable, Invoicing, Leadership, Tax Returns
Education
Boston College 2007 — 2009
Nondegree, Accounting
Rigas Tehniska Universitate 1977 — 1982
Master, Civil Engineering
Michael Tramack Michael Tramack's Fleet Bank Experience December 1995 - July 1997
Job Head of Structured Finance West, at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank February 2012 - September 2013
Silicon Valley Bank February 2009 - June 2012
Silicon Valley Bank April 1998 - December 2010
Sanders, a Lockheed Martin Company July 1997 - March 1998
Fleet Bank December 1995 - July 1997
BayBank July 1994 - December 1995
Skills
Finance, Financial Analysis, Portfolio Management, Financial Modeling, Credit, Commercial Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2002
MBA, Finance
Stonehill College 1990 — 1994
BA, Managerial Economics
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank February 2012 - September 2013
Silicon Valley Bank February 2009 - June 2012
Silicon Valley Bank April 1998 - December 2010
Sanders, a Lockheed Martin Company July 1997 - March 1998
Fleet Bank December 1995 - July 1997
BayBank July 1994 - December 1995
Skills
Finance, Financial Analysis, Portfolio Management, Financial Modeling, Credit, Commercial Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2002
MBA, Finance
Stonehill College 1990 — 1994
BA, Managerial Economics
Beverly Kryzanski's Fleet Bank Experience May 1991 - September 1991
Job Manager at Fairfield Property Management
Industry Accounting
Experience
Fairfield Property Management January 2007 - Present
Recoll Management Corporation September 1991 - January 1994
Fleet Bank May 1991 - September 1991
Bank of New England March 1989 - May 1991
Skills
Accounting, Microsoft Excel, Analysis
Education
Boston University 1986 — 2000
B.S, Business Management Studies, Accounting
Fairfield Property Management January 2007 - Present
Recoll Management Corporation September 1991 - January 1994
Fleet Bank May 1991 - September 1991
Bank of New England March 1989 - May 1991
Skills
Accounting, Microsoft Excel, Analysis
Education
Boston University 1986 — 2000
B.S, Business Management Studies, Accounting
Bey Gonzales's Fleet Bank Experience June 1990 - November 1993
Job Engineering Ops Manager, Sr. at Qualcomm Innovation Center Inc
Industry Telecommunications
Experience
Qualcomm Innovation Center Inc November 2013 - Present
Qualcomm Innovation Center Inc October 2012 - November 2013
QUALCOMM, Incorporated October 2005 - October 2012
Qualcomm October 2002 - September 2005
Qualcomm May 1999 - October 2002
Qualcomm July 1998 - May 1999
Qualcomm June 1998 - July 1998
Honeywell March 1995 - June 1998
UST Corp. November 1993 - November 1994
Fleet Bank June 1990 - November 1993
Skills
Financial Modeling, Financial Analysis, Strategy, Management, Finance, Business Planning, Budgets, Cross-functional Team..., Business Analysis, Variance Analysis, Process Improvement, Forecasting, Business Development, Strategic Planning, Managerial Finance, Program Management, Corporate Finance, Analysis, Accounting, Competitive Analysis, Pricing, Business Strategy, Operations Management, Data Analysis, Strategic Financial..., Team Leadership, Financial Reporting, Business Process..., Risk Management, Training, Leadership, Cognos, Microsoft Excel, Sarbanes-Oxley Act, Management Consulting, Budgeting, Financial Management, Excel, Planning, Wireless, Project Management, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA, Strategic Management & Operations
University of the Philippines 1978 — 1982
Bachelor’s Degree, Business Economics, Dean's Medalist
Qualcomm Innovation Center Inc November 2013 - Present
Qualcomm Innovation Center Inc October 2012 - November 2013
QUALCOMM, Incorporated October 2005 - October 2012
Qualcomm October 2002 - September 2005
Qualcomm May 1999 - October 2002
Qualcomm July 1998 - May 1999
Qualcomm June 1998 - July 1998
Honeywell March 1995 - June 1998
UST Corp. November 1993 - November 1994
Fleet Bank June 1990 - November 1993
Skills
Financial Modeling, Financial Analysis, Strategy, Management, Finance, Business Planning, Budgets, Cross-functional Team..., Business Analysis, Variance Analysis, Process Improvement, Forecasting, Business Development, Strategic Planning, Managerial Finance, Program Management, Corporate Finance, Analysis, Accounting, Competitive Analysis, Pricing, Business Strategy, Operations Management, Data Analysis, Strategic Financial..., Team Leadership, Financial Reporting, Business Process..., Risk Management, Training, Leadership, Cognos, Microsoft Excel, Sarbanes-Oxley Act, Management Consulting, Budgeting, Financial Management, Excel, Planning, Wireless, Project Management, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA, Strategic Management & Operations
University of the Philippines 1978 — 1982
Bachelor’s Degree, Business Economics, Dean's Medalist
Tom Manning's Fleet Bank Experience 1990 - 2003
Job Chief Investment Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Andrew Lopatynsky Andrew Lopatynsky's Fleet Bank Experience 1994 - 1996
Job Managing Partner at GRAM Consulting Group
Industry Consumer Goods
Experience
GRAM Consulting Group January 2013 - Present
GRAM Capital Management January 2013 - Present
Bridgewater Associates April 2012 - October 2012
Diageo 2007 - April 2012
Diageo 2004 - 2007
Diageo 1998 - 2004
Diageo 1997 - 1998
Andrews Consulting Group 1996 - 1997
Fleet Bank 1994 - 1996
MetLife 1986 - 1994
Skills
SAP, Salesforce.com, PeopleSoft, Mergers & Acquisitions, Strategic Planning, Team Leadership, Restructuring, Organizational Design, Team Management, FMCG, Due Diligence, Team Building, Business Process..., Business Transformation, Change Leadership, Outsourcing, CRM, ERP, Change Management, Mergers, Program Management, Strategy, Budgets, Business Process, Business Strategy, Management, Project Portfolio..., Product Management, Leadership, Governance, IT Strategy, Project Management, Business Analysis, Cross-functional Team..., Business Intelligence, Vendor Management, PMO, IT Management, New Business Development, Management Consulting, Process Improvement, Coaching, Marketing, Business Planning, Consulting, Start-ups, Executive Management, Integration, Acquisition Integration
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Business Administration and Management, General
Boston University - School of Management 1984 — 1986
MS/MIS, Information Technology
New York University - Leonard N. Stern School of Business 1980 — 1984
BS, Finance
GRAM Consulting Group January 2013 - Present
GRAM Capital Management January 2013 - Present
Bridgewater Associates April 2012 - October 2012
Diageo 2007 - April 2012
Diageo 2004 - 2007
Diageo 1998 - 2004
Diageo 1997 - 1998
Andrews Consulting Group 1996 - 1997
Fleet Bank 1994 - 1996
MetLife 1986 - 1994
Skills
SAP, Salesforce.com, PeopleSoft, Mergers & Acquisitions, Strategic Planning, Team Leadership, Restructuring, Organizational Design, Team Management, FMCG, Due Diligence, Team Building, Business Process..., Business Transformation, Change Leadership, Outsourcing, CRM, ERP, Change Management, Mergers, Program Management, Strategy, Budgets, Business Process, Business Strategy, Management, Project Portfolio..., Product Management, Leadership, Governance, IT Strategy, Project Management, Business Analysis, Cross-functional Team..., Business Intelligence, Vendor Management, PMO, IT Management, New Business Development, Management Consulting, Process Improvement, Coaching, Marketing, Business Planning, Consulting, Start-ups, Executive Management, Integration, Acquisition Integration
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Business Administration and Management, General
Boston University - School of Management 1984 — 1986
MS/MIS, Information Technology
New York University - Leonard N. Stern School of Business 1980 — 1984
BS, Finance
Tricia Healy Mitchell Tricia Healy Mitchell's Fleet Bank Experience 1986 - 1991
Job Genealogical Research, Community Service, Marketing
Industry Research
Experience
Self-Employed 2013 - Present
Avolli, LLC November 2003 - December 2011
New England Suzuki Institute 2002 - 2004
Maine Suzuki Assoication 1999 - 2003
Fleet Bank 1986 - 1991
Skills
Interior Design, Furnishings, Marketing, Retail, Custom Furniture, Direct Marketing, Product Marketing, Marketing Communications, Social Media Marketing, Public Relations, Email Marketing, Online Marketing, Blogging, Project Management, Digital Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Residential Homes, Customer Service, Window Treatments, Upholstery, Small Business, Furniture, Space-planning, Genealogy, Family History, Online Research, Research, Market Research, Business Development, Social Networking, Space planning
Education
Boston University
Genealogical Research Certificate Holder
University of Maine 1982 — 1986
Bachelor's Degree, Business
Self-Employed 2013 - Present
Avolli, LLC November 2003 - December 2011
New England Suzuki Institute 2002 - 2004
Maine Suzuki Assoication 1999 - 2003
Fleet Bank 1986 - 1991
Skills
Interior Design, Furnishings, Marketing, Retail, Custom Furniture, Direct Marketing, Product Marketing, Marketing Communications, Social Media Marketing, Public Relations, Email Marketing, Online Marketing, Blogging, Project Management, Digital Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Residential Homes, Customer Service, Window Treatments, Upholstery, Small Business, Furniture, Space-planning, Genealogy, Family History, Online Research, Research, Market Research, Business Development, Social Networking, Space planning
Education
Boston University
Genealogical Research Certificate Holder
University of Maine 1982 — 1986
Bachelor's Degree, Business
Jim O'Neil's Fleet Bank Experience 1988 - 2004
Job SVP & Technology Executive at Bank of America
Industry Banking
Experience
Bank of America 2004 - Present
FleetBoston Financial 2003 - 2004
Fleet Bank 1988 - 2004
Skills
Banking, Portfolio Management, Financial Risk, Financial Services, Risk Management
Education
Northeastern University 1982 — 1985
MBA, Finance
Boston College 1976 — 1980
BS, Biology and English
Bank of America 2004 - Present
FleetBoston Financial 2003 - 2004
Fleet Bank 1988 - 2004
Skills
Banking, Portfolio Management, Financial Risk, Financial Services, Risk Management
Education
Northeastern University 1982 — 1985
MBA, Finance
Boston College 1976 — 1980
BS, Biology and English
Michael Cocolla's Fleet Bank Experience 1993 - 2003
Job Sr. Risk Manager, Secondary Market Finance, Fannie Mae
Industry Financial Services
Experience
Fannie Mae April 2006 - Present
Fleet Bank 1993 - 2003
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
Boston College
BA
Fannie Mae April 2006 - Present
Fleet Bank 1993 - 2003
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
Boston College
BA
Brooke McKenna's Fleet Bank Experience 1996 - 1998
Job Senior Analyst at Volpe, The National Transportation Systems Center
Industry Government Administration
Experience
Volpe, The National Transportation Systems Center March 2015 - Present
Hamel Environmental Consulting September 2012 - February 2015
New York City Department of Transportation July 2007 - August 2012
New York City Department of Transportation February 2006 - June 2007
New York City Department of Transportation July 2002 - February 2006
10Blade 2001 - 2002
State Street Corporation 1998 - 2001
Fleet Bank 1996 - 1998
Skills
Process Improvement, Program Management, Management, Strategic Planning, Research, Troubleshooting, Relationship Management, Public Policy, Policy Analysis, Government, Project Management, Community Outreach, Analysis, Economic Development, Policy, Budgets, Transportation, Change Management, Operations Management, Leadership, Contract Management, Program Development, Team Building, Project Coordination, Program Evaluation, Workshop Facilitation, Urban Planning, Transit-oriented..., Contract Negotiation, Nonprofits, Team Management, Sustainability, Transportation Planning, Community Development, Project Planning, Strategy, Proposal Writing, Event Management
Education
Boston University Questrom School of Business 2001 — 2002
Masters in Information Systems, Information Systems
Boston University - School of Management 1999 — 2002
MBA
Tufts University 1991 — 1995
BA, International Relations
Belmont High School 1987 — 1991
Volpe, The National Transportation Systems Center March 2015 - Present
Hamel Environmental Consulting September 2012 - February 2015
New York City Department of Transportation July 2007 - August 2012
New York City Department of Transportation February 2006 - June 2007
New York City Department of Transportation July 2002 - February 2006
10Blade 2001 - 2002
State Street Corporation 1998 - 2001
Fleet Bank 1996 - 1998
Skills
Process Improvement, Program Management, Management, Strategic Planning, Research, Troubleshooting, Relationship Management, Public Policy, Policy Analysis, Government, Project Management, Community Outreach, Analysis, Economic Development, Policy, Budgets, Transportation, Change Management, Operations Management, Leadership, Contract Management, Program Development, Team Building, Project Coordination, Program Evaluation, Workshop Facilitation, Urban Planning, Transit-oriented..., Contract Negotiation, Nonprofits, Team Management, Sustainability, Transportation Planning, Community Development, Project Planning, Strategy, Proposal Writing, Event Management
Education
Boston University Questrom School of Business 2001 — 2002
Masters in Information Systems, Information Systems
Boston University - School of Management 1999 — 2002
MBA
Tufts University 1991 — 1995
BA, International Relations
Belmont High School 1987 — 1991
Dave Zalzal's Fleet Bank Experience September 2000 - May 2004
Job Vice President at Citizens Bank
Industry Banking
Experience
New England Reds Baseball September 2014 - Present
Citizens Bank July 2014 - Present
Citizens Financial Group February 2005 - Present
RBS/Citizens Bank/Charter One/Worldpay 2005 - Present
Comerica Bank July 2004 - February 2005
Fleet Bank September 2000 - May 2004
Dana-Farber Cancer Institute 1992 - 1998
Skills
Portfolio Management, Credit Analysis, Leveraged Finance, Portfolio Risk, Acute Care, Corporate Finance, Loans, Credit, Capital Markets, Commercial Lending, Financial Modeling, Financial Analysis, Asset Based Lending, Banking
Education
Boston University - School of Management 1998 — 2000
Master of Business Administration (MBA), Corporate Finance
University of New Hampshire 1987 — 1992
Bachelor of Science (BS), Medical Laboratory Science
University of New Hampshire 1987 — 1992
Bachelor of Science (BS)
Providence Country Day
Providence Country Day
New England Reds Baseball September 2014 - Present
Citizens Bank July 2014 - Present
Citizens Financial Group February 2005 - Present
RBS/Citizens Bank/Charter One/Worldpay 2005 - Present
Comerica Bank July 2004 - February 2005
Fleet Bank September 2000 - May 2004
Dana-Farber Cancer Institute 1992 - 1998
Skills
Portfolio Management, Credit Analysis, Leveraged Finance, Portfolio Risk, Acute Care, Corporate Finance, Loans, Credit, Capital Markets, Commercial Lending, Financial Modeling, Financial Analysis, Asset Based Lending, Banking
Education
Boston University - School of Management 1998 — 2000
Master of Business Administration (MBA), Corporate Finance
University of New Hampshire 1987 — 1992
Bachelor of Science (BS), Medical Laboratory Science
University of New Hampshire 1987 — 1992
Bachelor of Science (BS)
Providence Country Day
Providence Country Day
Phil Chisholm's Fleet Bank Experience 1996 - 1998
Job Vice President Product Mgmt at Fidelity
Industry Financial Services
Experience
Fidelity Investments 1998 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fleet Bank 1996 - 1998
Massachusetts Financial Services 1988 - 1995
Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management
Education
Boston College
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Fidelity Investments 1998 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fleet Bank 1996 - 1998
Massachusetts Financial Services 1988 - 1995
Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management
Education
Boston College
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Laurie Hannigan's Fleet Bank Experience 1999 - 2005
Job Consumer Market Manager at Eastern Bank
Industry Banking
Experience
Eastern Bank Product Development ManagerCitizens BankJanuary 2005 - July 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
Education
Fairfield University 1985 — 1989
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Eastern Bank Product Development ManagerCitizens BankJanuary 2005 - July 2006
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
Education
Fairfield University 1985 — 1989
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Darlene Frizzell's Fleet Bank Experience 2002 - 2003
Job Director, Retail Risk and Compliance at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Michelle D'Elia's Fleet Bank Experience 1992 - 2003
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Anne Lasalvia's Fleet Bank Experience July 2000 - July 2005
Job BSA/AML Compliance Officer
Industry Banking
Experience
Boston Community Capital March 2012 - Present
Sovereign Bank September 2010 - April 2012
Daley and Associates May 2010 - September 2010
Ledgent July 2008 - May 2010
Robert Half July 2005 - July 2008
Fleet Bank July 2000 - July 2005
State Street Bank and Trust October 1987 - February 2000
Riverside Community Care December 1993 - June 1996
Skills
Interviewing, Interviews, Cold Calling, Temporary Placement, Performance Management, Business Development, Temporary Staffing, Technical Recruiting, Recruiting, Human Resources, Staffing Services, Applicant Tracking..., Negotiation, Talent Acquisition, Commercial Banking, Mortgage Banking, Retail Banking, Banking Law, Banking, Commercial Lending, Commercial Real Estate, Commercial Lines, Loans, Compliance, Cash Management, Residential Mortgages, Metrics, Performance Metrics, Management, Financial Services, Credit, Mortgage Lending, Strategy, Risk Management, Sales, Investments, Executive Management, Relationship Management, Employee Benefits, Small Business, Underwriting, College Recruiting, Building Relationships, Benefits Negotiation, Hiring, Internet Recruiting, Executive Search, Onboarding, Contract Recruitment, Leadership
Education
Boston University 1997 — 1999
MS, Psychology
University of Massachusetts Boston 1993 — 1997
BS/BA, Criminal Justice/Sociology
Notre Dame Academy 1982 — 1986
Boston Community Capital March 2012 - Present
Sovereign Bank September 2010 - April 2012
Daley and Associates May 2010 - September 2010
Ledgent July 2008 - May 2010
Robert Half July 2005 - July 2008
Fleet Bank July 2000 - July 2005
State Street Bank and Trust October 1987 - February 2000
Riverside Community Care December 1993 - June 1996
Skills
Interviewing, Interviews, Cold Calling, Temporary Placement, Performance Management, Business Development, Temporary Staffing, Technical Recruiting, Recruiting, Human Resources, Staffing Services, Applicant Tracking..., Negotiation, Talent Acquisition, Commercial Banking, Mortgage Banking, Retail Banking, Banking Law, Banking, Commercial Lending, Commercial Real Estate, Commercial Lines, Loans, Compliance, Cash Management, Residential Mortgages, Metrics, Performance Metrics, Management, Financial Services, Credit, Mortgage Lending, Strategy, Risk Management, Sales, Investments, Executive Management, Relationship Management, Employee Benefits, Small Business, Underwriting, College Recruiting, Building Relationships, Benefits Negotiation, Hiring, Internet Recruiting, Executive Search, Onboarding, Contract Recruitment, Leadership
Education
Boston University 1997 — 1999
MS, Psychology
University of Massachusetts Boston 1993 — 1997
BS/BA, Criminal Justice/Sociology
Notre Dame Academy 1982 — 1986
Shirley Snyder-Day's Fleet Bank Experience 2000 - 2004
Job Group Manager, Compensation at Boston Financial Data Services and Owner, Shirley's Creative Impressions
Industry Financial Services
Experience
Boston Financial Data Services OwnerShirley's Creative ImpressionsCompensation Group ManagerBoston Financial2004 - Present
Fleet Bank 2000 - 2004
Education
Boston University
Cohaset High School 1969 — 1974
Diploma
Boston Financial Data Services OwnerShirley's Creative ImpressionsCompensation Group ManagerBoston Financial2004 - Present
Fleet Bank 2000 - 2004
Education
Boston University
Cohaset High School 1969 — 1974
Diploma
Jordan Sadler's Fleet Bank Experience September 1996 - September 1997
Job Managing Director at KeyBanc Capital Markets, Inc.
Industry Real Estate
Experience
KeyBanc Capital Markets, Inc. June 2006 - Present
Citigroup December 2000 - June 2006
Natexis Banques Populaires September 1997 - December 2000
Fleet Bank September 1996 - September 1997
Skills
Equity Research, Equities, Securities, Valuation, Capital Markets, Fixed Income, Financial Modeling, Industry Analysis, Investments, Real Estate Investment, Financial Analysis, Real Estate, Debt, Equity Valuation, Research, Series 7, Leveraged Finance
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science in Business Administration, Operations Management
KeyBanc Capital Markets, Inc. June 2006 - Present
Citigroup December 2000 - June 2006
Natexis Banques Populaires September 1997 - December 2000
Fleet Bank September 1996 - September 1997
Skills
Equity Research, Equities, Securities, Valuation, Capital Markets, Fixed Income, Financial Modeling, Industry Analysis, Investments, Real Estate Investment, Financial Analysis, Real Estate, Debt, Equity Valuation, Research, Series 7, Leveraged Finance
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science in Business Administration, Operations Management
Catherine Burke's Fleet Bank Experience August 1981 - December 1995
Job Bank Leumi USA Vice President/Credit Officer
Industry Banking
Experience
Bank Leumi USA November 2014 - Present
California First National Bank May 2014 - November 2014
Federal Deposit Insurance Corporation July 2009 - April 2014
City National Bank December 2007 - December 2008
Citibank N.A August 2006 - November 2007
Wells Fargo Bank N.A. September 2001 - August 2006
Foothill Capital Corporation December 1995 - September 2001
Fleet Bank August 1981 - December 1995
Fidelity Union Bank July 1978 - August 1981
Skills
Credit, Loans, Portfolio Management, Banking, Credit Risk, Credit Analysis, Cash Flow, Credit Administration, Bank asset quality..., Credit Review, Credit Risk Management, Asset Based Lending, Commercial Lending, Underwriting, Commercial Banking, Financial Risk, Structured Finance, Relationship Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Strategic Management
Mount Holyoke College 1974 — 1978
Bachelor's degree, Economics
Williams College 1976 — 1977
None, Economics
Bank Leumi USA November 2014 - Present
California First National Bank May 2014 - November 2014
Federal Deposit Insurance Corporation July 2009 - April 2014
City National Bank December 2007 - December 2008
Citibank N.A August 2006 - November 2007
Wells Fargo Bank N.A. September 2001 - August 2006
Foothill Capital Corporation December 1995 - September 2001
Fleet Bank August 1981 - December 1995
Fidelity Union Bank July 1978 - August 1981
Skills
Credit, Loans, Portfolio Management, Banking, Credit Risk, Credit Analysis, Cash Flow, Credit Administration, Bank asset quality..., Credit Review, Credit Risk Management, Asset Based Lending, Commercial Lending, Underwriting, Commercial Banking, Financial Risk, Structured Finance, Relationship Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Strategic Management
Mount Holyoke College 1974 — 1978
Bachelor's degree, Economics
Williams College 1976 — 1977
None, Economics
William McCool's Fleet Bank Experience August 1989 - December 2004
Job SVP Treasury at Citizens Bank
Industry Banking
Experience
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Joan Caine, CFA's Fleet Bank Experience June 1985 - May 1987
Job Director of Investments at Washington Trust Wealth Management
Industry Investment Management
Experience
Washington Trust Wealth Management June 2010 - Present
State of Rhode Island Employees' Retirement System September 1999 - January 2007
ICMA-RC May 1990 - June 1998
Nasdaq May 1987 - May 1990
Fleet Bank June 1985 - May 1987
Skills
Portfolio Management, Equities, Financial Modeling, Wealth Management, Asset Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Credit Analysis, Fixed Income, Strategic Financial..., Hedge Funds, Mutual Funds, Bloomberg, Financial Planning
Education
Loyola University Maryland 1988 — 1990
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
BS
Washington Trust Wealth Management June 2010 - Present
State of Rhode Island Employees' Retirement System September 1999 - January 2007
ICMA-RC May 1990 - June 1998
Nasdaq May 1987 - May 1990
Fleet Bank June 1985 - May 1987
Skills
Portfolio Management, Equities, Financial Modeling, Wealth Management, Asset Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Credit Analysis, Fixed Income, Strategic Financial..., Hedge Funds, Mutual Funds, Bloomberg, Financial Planning
Education
Loyola University Maryland 1988 — 1990
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
BS
Lance Pan's Fleet Bank Experience 1996 - 1998
Job Director of Investment Research & Strategy at Capital Advisors
Industry Investment Management
Experience
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Thomas Carlisle's Fleet Bank Experience April 2002 - July 2004
Job Global Derivative Services
Industry Investment Banking
Experience
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
James Massman's Fleet Bank Experience 1989 - 2003
Job SVP at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2006 - Present
Citizens Bank 2005 - 2006
Bank of America 2003 - 2005
Fleet Bank 1989 - 2003
Skills
Product Management, Wealth Management, Banking, Marketing, Risk Management, Portfolio Management, Small Business, Financial Services, Management, Financial Analysis
Education
Boston College 1985 — 1989
BS, Finance
Bank of America Merrill Lynch 2006 - Present
Citizens Bank 2005 - 2006
Bank of America 2003 - 2005
Fleet Bank 1989 - 2003
Skills
Product Management, Wealth Management, Banking, Marketing, Risk Management, Portfolio Management, Small Business, Financial Services, Management, Financial Analysis
Education
Boston College 1985 — 1989
BS, Finance
Alisa Callahan's Fleet Bank Experience 1993 - 2004
Job Professor of Business at Edison State College
Industry Higher Education
Experience
Edison State College January 2009 - Present
Bank of America September 1993 - May 2004
Fleet Bank 1993 - 2004
Nautic Partners January 1997 - January 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1997
M.S. in Finance, Finance
Siena College 1989 — 1993
B.S., Finance
Edison State College January 2009 - Present
Bank of America September 1993 - May 2004
Fleet Bank 1993 - 2004
Nautic Partners January 1997 - January 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1997
M.S. in Finance, Finance
Siena College 1989 — 1993
B.S., Finance
Francesca Busalacchi's Fleet Bank Experience 1993 - 1994
Job Director, Project Management Office (PMO) at Advantage Resourcing
Industry Staffing and Recruiting
Experience
Advantage Resourcing October 2013 - Present
Advantage Resourcing October 1994 - Present
Fleet Bank 1993 - 1994
Stone & Webster Engineering June 1981 - June 1993
Skills
Vendor Management, Process Improvement, Business Analysis, Access, Leadership, PeopleSoft, Project Management, Business Intelligence, Applicant Tracking..., Software Documentation, Management, ERP, SDLC, Training, Mergers & Acquisitions, Disaster Recovery, Staffing Services, Outsourcing, Staff Augmentation, HRIS, Payroll, Technical Recruiting, PMO, Requirements Analysis, Program Management, Business Process..., Information Technology, Integration, SQL, Change Management, Cognos, Financial Systems, Human Resources, Crystal Reports
Education
Boston College 1977 — 1981
BA, Mathematics/Computer Science
Advantage Resourcing October 2013 - Present
Advantage Resourcing October 1994 - Present
Fleet Bank 1993 - 1994
Stone & Webster Engineering June 1981 - June 1993
Skills
Vendor Management, Process Improvement, Business Analysis, Access, Leadership, PeopleSoft, Project Management, Business Intelligence, Applicant Tracking..., Software Documentation, Management, ERP, SDLC, Training, Mergers & Acquisitions, Disaster Recovery, Staffing Services, Outsourcing, Staff Augmentation, HRIS, Payroll, Technical Recruiting, PMO, Requirements Analysis, Program Management, Business Process..., Information Technology, Integration, SQL, Change Management, Cognos, Financial Systems, Human Resources, Crystal Reports
Education
Boston College 1977 — 1981
BA, Mathematics/Computer Science
Gillian Bouchie's Fleet Bank Experience 2004 - 2005
Job Principal at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Jane Post's Fleet Bank Experience December 2000 - September 2004
Job Executive Vice President
Industry Banking
Experience
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Citizens Bank July 2007 - Present
CFG and RBS Americas 2007 - Present
Bank of America October 2004 - November 2006
FleetBoston Financial Group 2001 - 2005
Fleet Bank December 2000 - September 2004
BankBoston December 1996 - December 2000
BayBank July 1990 - December 1996
Education
Boston University 1978 — 1982
BA, English
Jim DiPetrillo, CFA's Fleet Bank Experience January 2000 - May 2000
Job Municipal Bond Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
William Shield's Fleet Bank Experience January 2003 - April 2004
Job SVP, Director of Compliance Assurance at Citizens Bank
Industry Banking
Experience
Citizens Bank May 2012 - Present
Bank of America April 2004 - May 2012
Fleet Bank January 2003 - April 2004
Fleet Bank January 1998 - January 2003
Fleet Bank June 1993 - January 1998
BayBanks, Inc. January 1990 - June 1993
Shawmut Bank June 1983 - December 1989
Skills
Auditing
Education
Boston College 1979 — 1983
BS, Finance
Citizens Bank May 2012 - Present
Bank of America April 2004 - May 2012
Fleet Bank January 2003 - April 2004
Fleet Bank January 1998 - January 2003
Fleet Bank June 1993 - January 1998
BayBanks, Inc. January 1990 - June 1993
Shawmut Bank June 1983 - December 1989
Skills
Auditing
Education
Boston College 1979 — 1983
BS, Finance
Meg Albert's Fleet Bank Experience October 1994 - June 2004
Job Consultant
Industry Public Relations and Communications
Experience
Albert Consulting November 2008 - Present
Reynolds Dewalt October 2007 - July 2008
The Boston Globe 2005 - 2007
Fleet Bank October 1994 - June 2004
Conventures, Inc. June 1987 - October 1994
Education
Boston College 1979 — 1981
MA, Communications/Education
Russell Sage 1968 — 1971
BA, Education/Fine Arts
Albert Consulting November 2008 - Present
Reynolds Dewalt October 2007 - July 2008
The Boston Globe 2005 - 2007
Fleet Bank October 1994 - June 2004
Conventures, Inc. June 1987 - October 1994
Education
Boston College 1979 — 1981
MA, Communications/Education
Russell Sage 1968 — 1971
BA, Education/Fine Arts
Kip Sanford's Fleet Bank Experience 1996 - 2004
Job Managing Director Head of CRE Syndications at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank April 2014 - Present
Santander Bank, N.A. June 2011 - April 2014
Eurohypo AG New York June 2008 - June 2011
Bank of America October 2007 - May 2008
LaSalle Bank 2005 - 2007
Fleet Bank 1996 - 2004
Skills
Syndications, Commercial Real Estate, Capital Markets, Mezzanine, Structured Finance, Financial Structuring, Real Estate Economics, Loans, Loan Origination, Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Mortgages, Networking, CMBS, Capital Structure
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
M.B.A., Finance
Syracuse University 1984 — 1988
B.S., Marketing
Fifth Third Bank April 2014 - Present
Santander Bank, N.A. June 2011 - April 2014
Eurohypo AG New York June 2008 - June 2011
Bank of America October 2007 - May 2008
LaSalle Bank 2005 - 2007
Fleet Bank 1996 - 2004
Skills
Syndications, Commercial Real Estate, Capital Markets, Mezzanine, Structured Finance, Financial Structuring, Real Estate Economics, Loans, Loan Origination, Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Mortgages, Networking, CMBS, Capital Structure
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
M.B.A., Finance
Syracuse University 1984 — 1988
B.S., Marketing
David Bronstein's Fleet Bank Experience 1998 - 2004
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2004 - Present
Fleet Bank 1998 - 2004
Fleet Financial 1998 - 2004
FleetBoston Financial 1998 - 2004
Education
Boston University - School of Management 1991 — 1994
Master of Business Administration (MBA), General MBA
University of Rochester 1979 — 1983
BA, economics
Bank of America April 2004 - Present
Fleet Bank 1998 - 2004
Fleet Financial 1998 - 2004
FleetBoston Financial 1998 - 2004
Education
Boston University - School of Management 1991 — 1994
Master of Business Administration (MBA), General MBA
University of Rochester 1979 — 1983
BA, economics
Judy Ebert Kelly's Fleet Bank Experience January 1987 - July 2004
Job SVP at USBank
Industry Banking
Experience
USBank September 2008 - Present
Sovereign Bank July 2004 - September 2008
Sovereign Bancorp 2004 - 2008
Fleet Bank January 1987 - July 2004
FleetBoston 2000 - 2004
Fleet National Bank 1999 - 2003
Bank of Boston January 1987 - September 1999
Skills
Retail, Small Business Lending, Middle Market, Commercial Lending, Credit, Banking, Portfolio Management, Management, Credit Risk, Mortgage Lending, Commercial Banking, Financial Services, Relationship Management, Financial Analysis, Loans, Credit Analysis, Investments, Risk Management, Cash Management, Asset Based Lending, Treasury Management, Financial Modeling, Capital Markets, Underwriting, Loan Origination
Education
Boston University 1982 — 1986
BA, German, Business and Russian
Archbishop Alter High School 1978 — 1982
N/A, High School
USBank September 2008 - Present
Sovereign Bank July 2004 - September 2008
Sovereign Bancorp 2004 - 2008
Fleet Bank January 1987 - July 2004
FleetBoston 2000 - 2004
Fleet National Bank 1999 - 2003
Bank of Boston January 1987 - September 1999
Skills
Retail, Small Business Lending, Middle Market, Commercial Lending, Credit, Banking, Portfolio Management, Management, Credit Risk, Mortgage Lending, Commercial Banking, Financial Services, Relationship Management, Financial Analysis, Loans, Credit Analysis, Investments, Risk Management, Cash Management, Asset Based Lending, Treasury Management, Financial Modeling, Capital Markets, Underwriting, Loan Origination
Education
Boston University 1982 — 1986
BA, German, Business and Russian
Archbishop Alter High School 1978 — 1982
N/A, High School
Jeffrey Larocca's Fleet Bank Experience 1993 - 2000
Job Integration Program Manager
Industry Insurance
Experience
athenahealth March 2014 - Present
Fallon Community Health Plan 2010 - 2013
Fallon Community Health Plan 2006 - 2010
Fallon Community Health Plan (FCHP) 2006 - 2007
SunGard 2003 - 2006
SunGard 2000 - 2003
Fleet Bank 1993 - 2000
Skills
Business Analysis, Process Improvement, Health Insurance, Vendor Management, SDLC, Visio, Requirements Analysis, Data Analysis, Project Management, Cross-functional Team..., Healthcare Information..., Strategic Planning, Business Process..., Requirements Gathering, Business Intelligence, Business Process, Insurance, Managed Care
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance & Strategic Management
Boston University Questrom School of Business 1979 — 1981
BSBA, Finance
athenahealth March 2014 - Present
Fallon Community Health Plan 2010 - 2013
Fallon Community Health Plan 2006 - 2010
Fallon Community Health Plan (FCHP) 2006 - 2007
SunGard 2003 - 2006
SunGard 2000 - 2003
Fleet Bank 1993 - 2000
Skills
Business Analysis, Process Improvement, Health Insurance, Vendor Management, SDLC, Visio, Requirements Analysis, Data Analysis, Project Management, Cross-functional Team..., Healthcare Information..., Strategic Planning, Business Process..., Requirements Gathering, Business Intelligence, Business Process, Insurance, Managed Care
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance & Strategic Management
Boston University Questrom School of Business 1979 — 1981
BSBA, Finance
Julie Phylis's Fleet Bank Experience March 2004 - August 2004
Job Virtual Assistant
Industry Internet
Experience
ASAP Assistance January 2008 - Present
Northeast Engravers Supply, Inc. (Epilog Laser) January 2012 - April 2013
Citizens Bank September 2004 - April 2005
Fleet Bank March 2004 - August 2004
Fleet Bank July 2001 - March 2004
Skills
Customer Service, Microsoft Excel, Sales, Social Media, Event Planning, Social Networking, Marketing, Social Media Marketing, Account Management, Microsoft Office, Event Management, Online Marketing
Education
Middlesex Community College 1998 — 2000
Associates Degree, Liberal Arts and Sciences
Boston University 1996 — 1997
General Studies
Bedford High School 1992 — 1996
ASAP Assistance January 2008 - Present
Northeast Engravers Supply, Inc. (Epilog Laser) January 2012 - April 2013
Citizens Bank September 2004 - April 2005
Fleet Bank March 2004 - August 2004
Fleet Bank July 2001 - March 2004
Skills
Customer Service, Microsoft Excel, Sales, Social Media, Event Planning, Social Networking, Marketing, Social Media Marketing, Account Management, Microsoft Office, Event Management, Online Marketing
Education
Middlesex Community College 1998 — 2000
Associates Degree, Liberal Arts and Sciences
Boston University 1996 — 1997
General Studies
Bedford High School 1992 — 1996
Piero Siveroni's Fleet Bank Experience 2002 - 2004
Job Director Institutional Fixed Income Sales and Trading Latam Markets at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Monique McClain's Fleet Bank Experience 1998 - 2005
Job Project Manager
Industry Banking
Experience
Bank of America 2012 - 2015
Bank of America 2005 - 2012
Fleet Bank 1998 - 2005
Fleet Bank 1993 - 1998
Fleet Bank 1990 - 1993
Skills
Banking, Mortgage Lending, Loans, Credit, Risk Management, Project Management, Business Analysis, Program Management, Sales, Sales Management, Leadership, Training, SDLC, Change Management
Education
Boston University
BS, Business Management
Bank of America 2012 - 2015
Bank of America 2005 - 2012
Fleet Bank 1998 - 2005
Fleet Bank 1993 - 1998
Fleet Bank 1990 - 1993
Skills
Banking, Mortgage Lending, Loans, Credit, Risk Management, Project Management, Business Analysis, Program Management, Sales, Sales Management, Leadership, Training, SDLC, Change Management
Education
Boston University
BS, Business Management
Caitlin Blasco's Fleet Bank Experience 1997 - 1999
Job Director, Global Alumni Relations at Bain & Company
Industry Management Consulting
Experience
Bain & Company January 2008 - Present
Bentley University 2001 - 2007
Deloitte 1999 - 2001
Fleet Bank 1997 - 1999
The Boston Consulting Group 1993 - 1997
Education
Boston University
MEd, Education
Bain & Company January 2008 - Present
Bentley University 2001 - 2007
Deloitte 1999 - 2001
Fleet Bank 1997 - 1999
The Boston Consulting Group 1993 - 1997
Education
Boston University
MEd, Education
Ed Ecclestone's Fleet Bank Experience 1991 - 2004
Job Retired Financial Services Executive
Industry Banking
Experience
Retired January 2013 - Present
Citizens Bank May 2011 - January 2013
TD Bank November 2009 - May 2011
TD Banknorth April 2008 - November 2009
BenchMark Consulting International February 2007 - March 2008
Bank of America 2004 - 2006
Fleet Bank 1991 - 2004
Skills
Credit, Loans, Commercial Banking, Management, Small Business Lending, Portfolio Management, Financial Risk, Business Analysis, Retail Banking, Process Improvement, Financial Analysis, Relationship Management, Underwriting, Credit Risk, Credit Analysis, Vendor Management, Change Management, Project Management
Education
Boston University Questrom School of Business 1973 — 1976
MBA, Finance
Tufts University 1967 — 1971
BA, History
Retired January 2013 - Present
Citizens Bank May 2011 - January 2013
TD Bank November 2009 - May 2011
TD Banknorth April 2008 - November 2009
BenchMark Consulting International February 2007 - March 2008
Bank of America 2004 - 2006
Fleet Bank 1991 - 2004
Skills
Credit, Loans, Commercial Banking, Management, Small Business Lending, Portfolio Management, Financial Risk, Business Analysis, Retail Banking, Process Improvement, Financial Analysis, Relationship Management, Underwriting, Credit Risk, Credit Analysis, Vendor Management, Change Management, Project Management
Education
Boston University Questrom School of Business 1973 — 1976
MBA, Finance
Tufts University 1967 — 1971
BA, History
Craig Piontek's Fleet Bank Experience May 1996 - July 1997
Job Project Manager at Citizens Bank
Industry Construction
Experience
Citizens Bank January 2011 - Present
SimplexGrinnell October 2001 - October 2010
Fleet Boston Financial July 1997 - October 2001
Fleet Bank May 1996 - July 1997
Grossman's August 1981 - May 1996
Grossmans 1981 - 1996
Skills
Budgeting, Planning, PeopleSoft, Mentoring, Retail, Project Management, Program Management, Budgets, Business Analysis, Project Planning, Vendor Management, Process Improvement, Contract Negotiation, IT Strategy, Leadership, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
Masters of Science in Finance, Finance
Boston College 1984 — 1989
BA in Business Management, Business Management
Citizens Bank January 2011 - Present
SimplexGrinnell October 2001 - October 2010
Fleet Boston Financial July 1997 - October 2001
Fleet Bank May 1996 - July 1997
Grossman's August 1981 - May 1996
Grossmans 1981 - 1996
Skills
Budgeting, Planning, PeopleSoft, Mentoring, Retail, Project Management, Program Management, Budgets, Business Analysis, Project Planning, Vendor Management, Process Improvement, Contract Negotiation, IT Strategy, Leadership, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
Masters of Science in Finance, Finance
Boston College 1984 — 1989
BA in Business Management, Business Management
Alan Libutti's Fleet Bank Experience March 1983 - April 1988
Job Vice President, Business Banking Relationship Manager, Citizens Bank
Industry Banking
Experience
Citizens Bank September 2011 - Present
Citizens Bank September 2009 - March 2010
Mortgage Banking Industry November 2002 - September 2008
International Accessories May 1996 - July 2002
Coastway Credit Union May 1994 - May 1995
Rhode Island Hospital Trust National Bank May 1990 - January 1994
Shawmut Bank of Rhode Island April 1988 - May 1990
Fleet Bank March 1983 - April 1988
Old Stone Bank June 1976 - March 1983
Education
Boston College - Wallace E. Carroll Graduate School of Management 1972 — 1974
M.B.A., Finance
Manhattan College 1967 — 1971
B.S., Economics
Citizens Bank September 2011 - Present
Citizens Bank September 2009 - March 2010
Mortgage Banking Industry November 2002 - September 2008
International Accessories May 1996 - July 2002
Coastway Credit Union May 1994 - May 1995
Rhode Island Hospital Trust National Bank May 1990 - January 1994
Shawmut Bank of Rhode Island April 1988 - May 1990
Fleet Bank March 1983 - April 1988
Old Stone Bank June 1976 - March 1983
Education
Boston College - Wallace E. Carroll Graduate School of Management 1972 — 1974
M.B.A., Finance
Manhattan College 1967 — 1971
B.S., Economics
Beth Everett's Fleet Bank Experience 1998 - 2004
Job Managing Director at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ February 2012 - Present
RBS Citizens Financial Group August 2008 - December 2011
Banc of America Securities 2004 - 2007
Fleet Bank 1998 - 2004
Bank of Boston 1983 - 1998
BankBoston 1983 - 1998
Education
Simmons College - Simmons School of Management
MBA, Management
Boston College
BA, Political Science and Economics
Bank of Tokyo-Mitsubishi UFJ February 2012 - Present
RBS Citizens Financial Group August 2008 - December 2011
Banc of America Securities 2004 - 2007
Fleet Bank 1998 - 2004
Bank of Boston 1983 - 1998
BankBoston 1983 - 1998
Education
Simmons College - Simmons School of Management
MBA, Management
Boston College
BA, Political Science and Economics
Bob Marshall's Fleet Bank Experience 1990 - 1997
Job Business Banking Manager Northern Virginia, DC, Maryland
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Billie Jean Potter's Fleet Bank Experience 1986 - 2000
Job Director of Marketing at Devine Millimet & Branch
Industry Law Practice
Experience
Devine Millimet & Branch July 2008 - Present
Devine, Millimet & Branch, P.A. 2008 - Present
Daylor Consulting Group August 2006 - July 2008
Vanasse Hangen Brustlin August 2001 - August 2006
Fleet Bank 1986 - 2000
Camp Dresser & McKee March 1987 - April 1997
Addison Wesley Publishing Company 1985 - 1986
Skills
Strategic Planning, Marketing Communications, Public Relations, Marketing Strategy, Social Media Marketing, Press Releases, Media Relations, Email Marketing, Social Media, Strategic Partnerships, Fundraising, Strategic Communications, Marketing, Leadership, Entrepreneurship, Organizational..., Event Management, Market Research, Event Planning, Social Networking, Nonprofits, Budgets, Start-ups, Market Planning
Education
Boston University 1996 — 2000
MBA, Business
Boston University - School of Management 1996 — 1998
MBA, Business Administration
Regis College
BA, English
Simmons College
MA, English
Devine Millimet & Branch July 2008 - Present
Devine, Millimet & Branch, P.A. 2008 - Present
Daylor Consulting Group August 2006 - July 2008
Vanasse Hangen Brustlin August 2001 - August 2006
Fleet Bank 1986 - 2000
Camp Dresser & McKee March 1987 - April 1997
Addison Wesley Publishing Company 1985 - 1986
Skills
Strategic Planning, Marketing Communications, Public Relations, Marketing Strategy, Social Media Marketing, Press Releases, Media Relations, Email Marketing, Social Media, Strategic Partnerships, Fundraising, Strategic Communications, Marketing, Leadership, Entrepreneurship, Organizational..., Event Management, Market Research, Event Planning, Social Networking, Nonprofits, Budgets, Start-ups, Market Planning
Education
Boston University 1996 — 2000
MBA, Business
Boston University - School of Management 1996 — 1998
MBA, Business Administration
Regis College
BA, English
Simmons College
MA, English
Lisa Ault's Fleet Bank Experience July 1990 - July 1996
Job Vice President at New Boston Fund
Industry Real Estate
Experience
New Boston Fund July 1996 - Present
Fleet Bank July 1990 - July 1996
Education
Boston College 1992 — 1995
MA
University of New Hampshire 1986 — 1990
BA, English
New Boston Fund July 1996 - Present
Fleet Bank July 1990 - July 1996
Education
Boston College 1992 — 1995
MA
University of New Hampshire 1986 — 1990
BA, English
Mike Sorabella's Fleet Bank Experience 1993 - 2000
Job CEO at Shoebuy.com
Industry Financial Services
Experience
Shoebuy.com June 2011 - Present
Premier Global Securities Lending February 2010 - March 2011
Shoebuy.com June 2004 - February 2010
Bonaire Software Solutions March 2000 - March 2003
Fleet Bank 1993 - 2000
Education
Boston College
Shoebuy.com June 2011 - Present
Premier Global Securities Lending February 2010 - March 2011
Shoebuy.com June 2004 - February 2010
Bonaire Software Solutions March 2000 - March 2003
Fleet Bank 1993 - 2000
Education
Boston College
Brian Dossie's Fleet Bank Experience February 2000 - January 2003
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
Donna (Fagan) Lang's Fleet Bank Experience 1999 - 2003
Job Sr Project Manager, PMP
Industry Hospital & Health Care
Experience
Fallon Community Health Plan October 2005 - May 2010
Bank of America 2003 - 2005
Fleet Bank 1999 - 2003
Fleet Bank 1997 - 1999
Fleet Bank 1995 - 1997
Skills
Training, Requirements Analysis, SDLC, Visio, Process Improvement, Vendor Management, Software Project..., Integration, Business Analysis, Business Process..., Project Management, Program Management, Management, Leadership, IT Strategy, Software Documentation, Business Intelligence, Change Management, Requirements Gathering, PMP, Team Building, Business Process, Project Portfolio..., SharePoint, Cross-functional Team..., Strategic Planning, Healthcare, PMO, Customer Service, Risk Management, Project Planning, Software Development, Analysis, Agile Methodologies
Education
Boston University
Master's degree, Social Work
Framingham State University
Bachelor's degree, Psychology
Fallon Community Health Plan October 2005 - May 2010
Bank of America 2003 - 2005
Fleet Bank 1999 - 2003
Fleet Bank 1997 - 1999
Fleet Bank 1995 - 1997
Skills
Training, Requirements Analysis, SDLC, Visio, Process Improvement, Vendor Management, Software Project..., Integration, Business Analysis, Business Process..., Project Management, Program Management, Management, Leadership, IT Strategy, Software Documentation, Business Intelligence, Change Management, Requirements Gathering, PMP, Team Building, Business Process, Project Portfolio..., SharePoint, Cross-functional Team..., Strategic Planning, Healthcare, PMO, Customer Service, Risk Management, Project Planning, Software Development, Analysis, Agile Methodologies
Education
Boston University
Master's degree, Social Work
Framingham State University
Bachelor's degree, Psychology
Donald Lewis's Fleet Bank Experience 1995 - 2000
Job Relationship Manager at TD Private Client Group
Industry Financial Services
Experience
TD Wealth Management October 2013 - Present
PNC Wealth Management February 2012 - October 2013
Citibank September 2010 - December 2011
Wachovia Bank August 2000 - September 2010
Fleet Bank 1995 - 2000
Citibank 1974 - 1986
Skills
Wealth Management, Mutual Funds, Tax, Banking, Equities, Securities, Fixed Income, Financial Analysis, Risk Management, Private Equity, Hedge Funds, Private Banking, Loans, Investment Strategies, Capital Markets, Portfolio Management, Investments, Bonds, Insurance, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Retirement, Financial Advisory, Cash Management, Commercial Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1972 — 1974
MBA, Finance
Villanova University 1968 — 1972
B.A., Political Science
TD Wealth Management October 2013 - Present
PNC Wealth Management February 2012 - October 2013
Citibank September 2010 - December 2011
Wachovia Bank August 2000 - September 2010
Fleet Bank 1995 - 2000
Citibank 1974 - 1986
Skills
Wealth Management, Mutual Funds, Tax, Banking, Equities, Securities, Fixed Income, Financial Analysis, Risk Management, Private Equity, Hedge Funds, Private Banking, Loans, Investment Strategies, Capital Markets, Portfolio Management, Investments, Bonds, Insurance, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Retirement, Financial Advisory, Cash Management, Commercial Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1972 — 1974
MBA, Finance
Villanova University 1968 — 1972
B.A., Political Science
Donald Preskenis, CIA, CBA and CRISC's Fleet Bank Experience 1991 - 1992
Job Executive Vice President and General Auditor at First Citizens Bank
Industry Banking
Experience
First Citizens Bank March 2010 - Present
First Citizens Bank May 2005 - March 2010
Mass Housing Financing Agency October 2004 - April 2005
Sovereign Bank May 2000 - October 2004
Bay State Gas Company 1997 - 2000
State Street Bank 1995 - 1997
The Co-operative Bank of Concord 1993 - 1995
Fleet Bank 1991 - 1992
BayBanks, Inc. 1988 - 1991
Skills
Internal Audit, Enterprise Risk..., Banking, Auditing, Management, Sarbanes-Oxley Act
Education
Suffolk University 1989 — 1991
MBA, Business Management
Boston College 1984 — 1988
BS, Accounting
First Citizens Bank March 2010 - Present
First Citizens Bank May 2005 - March 2010
Mass Housing Financing Agency October 2004 - April 2005
Sovereign Bank May 2000 - October 2004
Bay State Gas Company 1997 - 2000
State Street Bank 1995 - 1997
The Co-operative Bank of Concord 1993 - 1995
Fleet Bank 1991 - 1992
BayBanks, Inc. 1988 - 1991
Skills
Internal Audit, Enterprise Risk..., Banking, Auditing, Management, Sarbanes-Oxley Act
Education
Suffolk University 1989 — 1991
MBA, Business Management
Boston College 1984 — 1988
BS, Accounting
Mitch Pielech's Fleet Bank Experience 2001 - 2004
Job SVP, Senior Service Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2004 - Present
Fleet Bank 2001 - 2004
Liberty Funds 1995 - 2001
Colonial Mutual Funds 1988 - 1995
Bain & Company 1985 - 1988
Electronic Data Systems 1982 - 1985
Skills
Change Management, Business Analysis, Vendor Management, Process Improvement, Program Management, Six Sigma, Coaching, Budgeting, Team Building, Leadership, Outsourcing, Strategy, Project Management, Consulting, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Risk Management, SDLC, Budgets
Education
Boston University 1975 — 1979
BA, Biology
Bank of America November 2004 - Present
Fleet Bank 2001 - 2004
Liberty Funds 1995 - 2001
Colonial Mutual Funds 1988 - 1995
Bain & Company 1985 - 1988
Electronic Data Systems 1982 - 1985
Skills
Change Management, Business Analysis, Vendor Management, Process Improvement, Program Management, Six Sigma, Coaching, Budgeting, Team Building, Leadership, Outsourcing, Strategy, Project Management, Consulting, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Risk Management, SDLC, Budgets
Education
Boston University 1975 — 1979
BA, Biology
Don Bock's Fleet Bank Experience 1992 - 1998
Job Vice President, Finance at State Street Corp.
Industry Financial Services
Experience
State Street Corp. March 2003 - Present
Scudder Kemper Investments 1998 - 2003
Fleet Bank 1992 - 1998
Skills
Mutual Funds, Financial Reporting, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Asset Management, Bloomberg, Financial Modeling, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Management
Boston University Questrom School of Business
BS, Accounting, Finance
State Street Corp. March 2003 - Present
Scudder Kemper Investments 1998 - 2003
Fleet Bank 1992 - 1998
Skills
Mutual Funds, Financial Reporting, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Asset Management, Bloomberg, Financial Modeling, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Management
Boston University Questrom School of Business
BS, Accounting, Finance
Mara Maregni Lopez's Fleet Bank Experience 1996 - 2004
Job Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America 2004 - Present
Fleet Bank 1996 - 2004
Fleet Financial / RECOLL Management 1992 - 1996
Commonwealth Mortgage Co. Inc. 1988 - 1992
Commonwealth Mortgage Co. Inc. 1986 - 1988
Skills
Small Business Lending, Commercial Lending
Education
Suffolk University 1978 — 1982
Bachelor of Arts, Sociology
Boston Latin School 1974 — 1978
Bank of America 2004 - Present
Fleet Bank 1996 - 2004
Fleet Financial / RECOLL Management 1992 - 1996
Commonwealth Mortgage Co. Inc. 1988 - 1992
Commonwealth Mortgage Co. Inc. 1986 - 1988
Skills
Small Business Lending, Commercial Lending
Education
Suffolk University 1978 — 1982
Bachelor of Arts, Sociology
Boston Latin School 1974 — 1978
Norman Remmler's Fleet Bank Experience January 1998 - December 2000
Job Project Manager /Systems Consultant at LiveWire Systems
Industry Computer & Network Security
Experience
itWORKS! 2011 - Present
LiveWire Systems 2000 - Present
Citizens Bank January 2013 - December 2013
Fleet Bank January 1998 - December 2000
Hasbro August 1993 - December 1998
Skills
Computer Security, Security, Project Management, Budgets, Network Security, Cloud Computing, Firewalls, Virtualization, VMware, Windows Server, Active Directory
Education
Bryant University 2014 — 2015
Certificate, Project Management, A
Boston University 1984 — 1986
Psychology / Computer Science
itWORKS! 2011 - Present
LiveWire Systems 2000 - Present
Citizens Bank January 2013 - December 2013
Fleet Bank January 1998 - December 2000
Hasbro August 1993 - December 1998
Skills
Computer Security, Security, Project Management, Budgets, Network Security, Cloud Computing, Firewalls, Virtualization, VMware, Windows Server, Active Directory
Education
Bryant University 2014 — 2015
Certificate, Project Management, A
Boston University 1984 — 1986
Psychology / Computer Science
Darren Lopes's Fleet Bank Experience October 1991 - March 2001
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Fidelity Investments February 2007 - July 2011
Bank Rhode Island February 2005 - February 2007
Fleet Bank October 1991 - March 2001
Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
TIAA-CREF July 2011 - Present
Fidelity Investments February 2007 - July 2011
Bank Rhode Island February 2005 - February 2007
Fleet Bank October 1991 - March 2001
Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
Mary Mahmoud's Fleet Bank Experience May 1987 - August 1988
Job Business Consultant/Accountant
Industry Accounting
Experience
Business Consultant/Accountant July 2009 - Present
MCM Financial Management Systems March 1989 - July 2009
Fleet Bank May 1987 - August 1988
Skills
Accounting, Project Management, Nonprofits, Training, Financial Reporting, Financial Accounting, Tax, Financial Analysis, Tax Preparation, Small Business, Cash Flow, Auditing, Strategic Financial..., Income Tax, Corporate Tax, Budgets, General Ledger, Business Planning, Management Consulting, Internal Controls
Education
Boston College 1979 — 1983
BS, Accounting/French
St Mary Academy Bayview 1976 — 1979
St Mary's Academy Bayview 1975 — 1979
Business Consultant/Accountant July 2009 - Present
MCM Financial Management Systems March 1989 - July 2009
Fleet Bank May 1987 - August 1988
Skills
Accounting, Project Management, Nonprofits, Training, Financial Reporting, Financial Accounting, Tax, Financial Analysis, Tax Preparation, Small Business, Cash Flow, Auditing, Strategic Financial..., Income Tax, Corporate Tax, Budgets, General Ledger, Business Planning, Management Consulting, Internal Controls
Education
Boston College 1979 — 1983
BS, Accounting/French
St Mary Academy Bayview 1976 — 1979
St Mary's Academy Bayview 1975 — 1979
Danielle Markovsky's Fleet Bank Experience August 1991 - December 1999
Job Independent Banking Professional
Industry Banking
Experience
Fleet Bank August 1991 - December 1999
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Business Administration
Fleet Bank August 1991 - December 1999
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Business Administration
John Galanek, CTP's Fleet Bank Experience June 1999 - May 2004
Job Chief Operating Officer at FX Transparency, LLC
Industry Investment Management
Experience
FX Transparency, LLC March 2009 - Present
Harvard Management Company October 2006 - February 2009
Wellington Management August 2004 - October 2006
Fleet Bank June 1999 - May 2004
Skills
Best Execution, FX Options, Trading, Derivatives, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Valuation, Options, Currency, Foreign Exchange, Asset Management, FX trading, Portfolio Management, Investments, Risk Management, Investment Management, Interest Rate..., Asset Allocation, Emerging Markets, Electronic Trading, Credit Derivatives, Hedging, Banking, Investment Banking, Financial Markets, Commodity, Mutual Funds, Bonds, Swaps, Market Risk, Financial Services, Structured Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Musicians Institute 1994 — 1994
Journeyman Guitarist, Rock and Jazz Improvisation
University of Colorado Boulder 1989 — 1993
BS, Architectural Engineering
FX Transparency, LLC March 2009 - Present
Harvard Management Company October 2006 - February 2009
Wellington Management August 2004 - October 2006
Fleet Bank June 1999 - May 2004
Skills
Best Execution, FX Options, Trading, Derivatives, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Valuation, Options, Currency, Foreign Exchange, Asset Management, FX trading, Portfolio Management, Investments, Risk Management, Investment Management, Interest Rate..., Asset Allocation, Emerging Markets, Electronic Trading, Credit Derivatives, Hedging, Banking, Investment Banking, Financial Markets, Commodity, Mutual Funds, Bonds, Swaps, Market Risk, Financial Services, Structured Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Musicians Institute 1994 — 1994
Journeyman Guitarist, Rock and Jazz Improvisation
University of Colorado Boulder 1989 — 1993
BS, Architectural Engineering
Cheryl Kreidermacher's Fleet Bank Experience 1999 - 2004
Job Retired banking technology professional
Industry Banking
Experience
Bank of America 2004 - 2014
Fleet Bank 1999 - 2004
Bank of Boston 1977 - 1999
Skills
PMO, Financial Services, Portfolio Management, Business Analysis, Banking, Process Improvement, Project Management, Project Portfolio..., Risk Management, SDLC, PMP, Vendor Management, Change Management, Program Management, Business Process...
Education
Boston University 1979 — 1983
MS, Computer Science
Tufts University 1973 — 1977
BA, Economics
Bank of America 2004 - 2014
Fleet Bank 1999 - 2004
Bank of Boston 1977 - 1999
Skills
PMO, Financial Services, Portfolio Management, Business Analysis, Banking, Process Improvement, Project Management, Project Portfolio..., Risk Management, SDLC, PMP, Vendor Management, Change Management, Program Management, Business Process...
Education
Boston University 1979 — 1983
MS, Computer Science
Tufts University 1973 — 1977
BA, Economics
Brian Cataldo's Fleet Bank Experience August 1998 - March 2001
Job Senior Project Manager at Haemonetics
Industry Medical Devices
Experience
Haemonetics June 2012 - Present
Covidien December 2008 - May 2012
Procter & Gamble October 2005 - November 2008
Gillette May 2003 - October 2005
Fleet Bank August 1998 - March 2001
Education
Worcester Polytechnic Institute 2012 — 2016
MBA
Boston University 2002 — 2005
MS, Mechanical Engineer
Tufts University 1994 — 1998
BA, English
Bishop Feehan 1990 — 1994
KP
Haemonetics June 2012 - Present
Covidien December 2008 - May 2012
Procter & Gamble October 2005 - November 2008
Gillette May 2003 - October 2005
Fleet Bank August 1998 - March 2001
Education
Worcester Polytechnic Institute 2012 — 2016
MBA
Boston University 2002 — 2005
MS, Mechanical Engineer
Tufts University 1994 — 1998
BA, English
Bishop Feehan 1990 — 1994
KP
Andrew Withers's Fleet Bank Experience June 2000 - May 2004
Job SVP, Director Strategic Balance Sheet Management
Industry Financial Services
Experience
Santander Bank, N.A. August 2009 - Present
State Street May 2008 - February 2009
State Street April 2006 - February 2009
State Street June 2004 - February 2009
Fleet Bank June 2000 - May 2004
Fleet Bank June 1997 - June 2000
Fleet Bank September 1991 - June 1997
Skills
Risk Management, Banking, Treasury, ALM, Business Continuity, Credit Risk, Management, Financial Markets, Cash Management, Capital Markets, Loans, Operational Risk..., Portfolio Management, Operational Risk, Project Management, Commercial Banking, Derivatives, Financial Services, Mergers & Acquisitions, Finance, Enterprise Risk..., Equities, Fixed Income, Retail Banking, Financial Risk, Basel II, Investments, Credit Analysis, Bloomberg, Trading, Market Risk, Credit, Financial Analysis, Financial Modeling, Asset Management, Leadership, Risk Assessment, FX Options, Executive Management, Securities, Treasury Management
Education
Boston University Questrom School of Business 1988 — 1993
MBA, MBA, Concentration in Financial Services
Tufts University 1982 — 1986
BA, Economics, Political Science
Santander Bank, N.A. August 2009 - Present
State Street May 2008 - February 2009
State Street April 2006 - February 2009
State Street June 2004 - February 2009
Fleet Bank June 2000 - May 2004
Fleet Bank June 1997 - June 2000
Fleet Bank September 1991 - June 1997
Skills
Risk Management, Banking, Treasury, ALM, Business Continuity, Credit Risk, Management, Financial Markets, Cash Management, Capital Markets, Loans, Operational Risk..., Portfolio Management, Operational Risk, Project Management, Commercial Banking, Derivatives, Financial Services, Mergers & Acquisitions, Finance, Enterprise Risk..., Equities, Fixed Income, Retail Banking, Financial Risk, Basel II, Investments, Credit Analysis, Bloomberg, Trading, Market Risk, Credit, Financial Analysis, Financial Modeling, Asset Management, Leadership, Risk Assessment, FX Options, Executive Management, Securities, Treasury Management
Education
Boston University Questrom School of Business 1988 — 1993
MBA, MBA, Concentration in Financial Services
Tufts University 1982 — 1986
BA, Economics, Political Science
Kathleen Ahern's Fleet Bank Experience 1999 - June 2004
Job Senior Banker at KeyBank
Industry Banking
Experience
KeyBank June 2004 - Present
Fleet Bank 1999 - June 2004
BankBoston 1993 - 1999
South Shore Bank 1985 - 1993
Education
Wesleyan University 1980 — 1984
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
KeyBank June 2004 - Present
Fleet Bank 1999 - June 2004
BankBoston 1993 - 1999
South Shore Bank 1985 - 1993
Education
Wesleyan University 1980 — 1984
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Gerard Fogarty's Fleet Bank Experience April 2003 - April 2004
Job Senior Business Tech Analyst at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
Bank of America March 2007 - November 2010
Bank of America April 2004 - March 2007
Fleet Bank April 2003 - April 2004
Fleet Bank March 2000 - April 2003
Boston University January 1999 - March 2000
Skills
Business Analysis, Technical Analysis, Data Analysis, SQL, Physics, Nonlinear Optics
Education
Boston College
Bachelor of Science (BS), Physics
Tufts University
Doctor of Philosophy (PhD), Physics
Bank of America November 2010 - Present
Bank of America March 2007 - November 2010
Bank of America April 2004 - March 2007
Fleet Bank April 2003 - April 2004
Fleet Bank March 2000 - April 2003
Boston University January 1999 - March 2000
Skills
Business Analysis, Technical Analysis, Data Analysis, SQL, Physics, Nonlinear Optics
Education
Boston College
Bachelor of Science (BS), Physics
Tufts University
Doctor of Philosophy (PhD), Physics
Elaine Philbrick's Fleet Bank Experience 1993 - 2000
Job Principal at Derivative Advisors, LLC
Industry Financial Services
Experience
Derivative Advisors, LLC June 2004 - Present
FleetBoston 2000 - 2004
Fleet Bank 1993 - 2000
Skills
Derivatives, Banking, Portfolio Management, Commercial Banking, Fixed Income, Capital Markets, Interest Rate..., Loans, Financial Modeling, Financial Analysis, Asset Management, Treasury Management, Valuation, Interest Rate Risk..., Financial Risk, Credit Risk, Investment Banking, Securities, Equities, Structured Finance, Investments, Financial Structuring
Education
Boston University - School of Management
MBA
Colby College
B.A., Economics
Derivative Advisors, LLC June 2004 - Present
FleetBoston 2000 - 2004
Fleet Bank 1993 - 2000
Skills
Derivatives, Banking, Portfolio Management, Commercial Banking, Fixed Income, Capital Markets, Interest Rate..., Loans, Financial Modeling, Financial Analysis, Asset Management, Treasury Management, Valuation, Interest Rate Risk..., Financial Risk, Credit Risk, Investment Banking, Securities, Equities, Structured Finance, Investments, Financial Structuring
Education
Boston University - School of Management
MBA
Colby College
B.A., Economics
Deborah Pearce's Fleet Bank Experience 1992 - 2006
Job Screening for Mental Health/ Director of Development
Industry Financial Services
Experience
Screening for Mental Health Inc. June 2015 - Present
Cambridge Appleton Trust, N.A. June 2009 - March 2015
Bank of America 2002 - 2009
Fleet Bank 1992 - 2006
Skills
Non-profits, Portfolio Management, Asset Allocation, Nonprofits, Wealth, Wealth Management, Philanthropy, Investment Strategies, Strategy, Investments, Loans, Asset Management, Securities, Relationship Management, Hedge Funds, Alternative Investments, Cash Management, Equities, Financial Analysis, Banking, Fixed Income, Wealth Management..., Estate Planning, Financial Services, Credit, Mutual Funds, Strategic Financial..., Investment Management, Consumer Lending, Private Banking, Investment Advisory, Capital Markets, Bloomberg, Bonds, Credit Analysis, Commercial Lending, Private Equity, Small Business Lending, High Net Worth..., Commercial Banking, Financial Advisory, Series 6, Financial Planning
Education
Boston University
BA cum laude
Screening for Mental Health Inc. June 2015 - Present
Cambridge Appleton Trust, N.A. June 2009 - March 2015
Bank of America 2002 - 2009
Fleet Bank 1992 - 2006
Skills
Non-profits, Portfolio Management, Asset Allocation, Nonprofits, Wealth, Wealth Management, Philanthropy, Investment Strategies, Strategy, Investments, Loans, Asset Management, Securities, Relationship Management, Hedge Funds, Alternative Investments, Cash Management, Equities, Financial Analysis, Banking, Fixed Income, Wealth Management..., Estate Planning, Financial Services, Credit, Mutual Funds, Strategic Financial..., Investment Management, Consumer Lending, Private Banking, Investment Advisory, Capital Markets, Bloomberg, Bonds, Credit Analysis, Commercial Lending, Private Equity, Small Business Lending, High Net Worth..., Commercial Banking, Financial Advisory, Series 6, Financial Planning
Education
Boston University
BA cum laude
Susan Charette's Fleet Bank Experience 1995 - 1999
Job Billing Specialist at Latham & Watkins
Industry Accounting
Experience
Latham & Watkins February 2013 - Present
Holland & Knight LLP November 2001 - January 2013
Cartier May 1999 - November 2001
Fleet Bank 1995 - 1999
Skills
Customer Service, International Relations, Microsoft Excel, Microsoft Office, Accounting, Non-profits, Microsoft Word, Finance, Research, PowerPoint, Financial Analysis, Negotiation, Sales
Education
Boston University 1987 — 1989
MA, International Relations & Mass Communications
Drew University 1981 — 1985
BA, Political Science
Robert E. Fitch Senior High School 1979 — 1981
High School Diploma
Latham & Watkins February 2013 - Present
Holland & Knight LLP November 2001 - January 2013
Cartier May 1999 - November 2001
Fleet Bank 1995 - 1999
Skills
Customer Service, International Relations, Microsoft Excel, Microsoft Office, Accounting, Non-profits, Microsoft Word, Finance, Research, PowerPoint, Financial Analysis, Negotiation, Sales
Education
Boston University 1987 — 1989
MA, International Relations & Mass Communications
Drew University 1981 — 1985
BA, Political Science
Robert E. Fitch Senior High School 1979 — 1981
High School Diploma
Richard Aidala's Fleet Bank Experience 1999 - 2003
Job Managing Director at Citizens Bank, NA
Industry Capital Markets
Experience
Citizens Bank May 2007 - Present
GE Capital October 2004 - May 2007
Bank of America 1999 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1994 - 1998
Skills
Interest Rate Risk..., Finance, Banking, Commercial Banking, Credit Risk, Portfolio Management, Credit Analysis, Credit, Investment Banking, Retail Banking, Capital Markets, Loans, Commercial Lending, Financial Structuring, Structured Finance, Risk Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Post Grad, Financial Economics
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1991
MSF, Finance
Providence College 1986 — 1990
BS, Management and Finance
Citizens Bank May 2007 - Present
GE Capital October 2004 - May 2007
Bank of America 1999 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1994 - 1998
Skills
Interest Rate Risk..., Finance, Banking, Commercial Banking, Credit Risk, Portfolio Management, Credit Analysis, Credit, Investment Banking, Retail Banking, Capital Markets, Loans, Commercial Lending, Financial Structuring, Structured Finance, Risk Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Post Grad, Financial Economics
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1991
MSF, Finance
Providence College 1986 — 1990
BS, Management and Finance
Eileen M. Rooney's Fleet Bank Experience June 2003 - June 2005
Job Wellington Management Company, LLP Administrative Manager
Industry Financial Services
Experience
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
Frantz Bien-Aime's Fleet Bank Experience August 1998 - July 2003
Job Director at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America July 2003 - Present
Fleet Bank August 1998 - July 2003
Fleet Bank July 1997 - August 1998
Skills
Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Currency, Derivatives, FX Options, Financial Analysis, Fixed Income, Investments, Rates, Risk Management, Treasury Management, Loans, Securities, Portfolio Management, Financial Modeling, Interest Rates, Due Diligence
Education
Boston University 1999 — 2002
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (BA)
Bank of America July 2003 - Present
Fleet Bank August 1998 - July 2003
Fleet Bank July 1997 - August 1998
Skills
Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Currency, Derivatives, FX Options, Financial Analysis, Fixed Income, Investments, Rates, Risk Management, Treasury Management, Loans, Securities, Portfolio Management, Financial Modeling, Interest Rates, Due Diligence
Education
Boston University 1999 — 2002
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (BA)
Denise Fitzgerald Danyow's Fleet Bank Experience 1984 - 1992
Job Director of Operations at Committee on Temporary Shelter
Industry Nonprofit Organization Management
Experience
Committee on Temporary Shelter June 2011 - Present
Lund Family Center 2006 - 2007
Fleet Bank 1984 - 1992
Skills
Fundraising, Non-profits, Volunteer Management, Community Outreach, Nonprofits, Event Planning
Education
Boston University Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1976 — 1980
BA, Economics, Political Science
South Catholic High School
Committee on Temporary Shelter June 2011 - Present
Lund Family Center 2006 - 2007
Fleet Bank 1984 - 1992
Skills
Fundraising, Non-profits, Volunteer Management, Community Outreach, Nonprofits, Event Planning
Education
Boston University Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1976 — 1980
BA, Economics, Political Science
South Catholic High School
Robert Pratt's Fleet Bank Experience 1998 - 2004
Job Principal at Derivative Advisors LLC
Industry Financial Services
Experience
Derivative Advisors, LLC August 2004 - Present
Fleet Boston Financial January 1998 - January 2004
Fleet Bank 1998 - 2004
Federal Home Loan Bank January 1991 - January 1998
Bank of January 1987 - January 1990
Shawmut Bank January 1983 - January 1987
the sporting goods industry January 1977 - January 1983
Skills
Derivatives, Hedging, Banking, Loans, Interest Rate Risk..., Rates, Capital Markets, Structured Finance, Fixed Income, Valuation, Financial Modeling, Investments, Interest Rate..., Financial Analysis, Debt, Loan Origination, Credit Derivatives, Financial Structuring, Equities, Hedge Funds, Bonds, Cash Management
Education
BOSTON COLLEGE GRADUATE SCHOOL OF MANAGEMENT 1985 — 1985
M.B.A., Master, Business Administration
Boston College 1983 — 1985
MBA, Finance
Saint Michael's College 1973 — 1977
B.A, Business Administration
Derivative Advisors, LLC August 2004 - Present
Fleet Boston Financial January 1998 - January 2004
Fleet Bank 1998 - 2004
Federal Home Loan Bank January 1991 - January 1998
Bank of January 1987 - January 1990
Shawmut Bank January 1983 - January 1987
the sporting goods industry January 1977 - January 1983
Skills
Derivatives, Hedging, Banking, Loans, Interest Rate Risk..., Rates, Capital Markets, Structured Finance, Fixed Income, Valuation, Financial Modeling, Investments, Interest Rate..., Financial Analysis, Debt, Loan Origination, Credit Derivatives, Financial Structuring, Equities, Hedge Funds, Bonds, Cash Management
Education
BOSTON COLLEGE GRADUATE SCHOOL OF MANAGEMENT 1985 — 1985
M.B.A., Master, Business Administration
Boston College 1983 — 1985
MBA, Finance
Saint Michael's College 1973 — 1977
B.A, Business Administration
Alan Buck's Fleet Bank Experience 2001 - 2006
Job Senior Leverage Credit Analyst
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
The Hartford January 2007 - March 2012
Bank of America January 2001 - December 2006
Fleet Bank 2001 - 2006
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Concentration in Finance
Pioneer Investments April 2012 - Present
The Hartford January 2007 - March 2012
Bank of America January 2001 - December 2006
Fleet Bank 2001 - 2006
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Concentration in Finance
Ted Lane's Fleet Bank Experience 1987 - 1997
Job Vice President US Life Claims Operations
Industry Insurance
Experience
MetLife October 2013 - Present
MetLife January 2007 - September 2013
Comcast January 2004 - December 2006
John Hancock Financial Services July 1997 - January 2004
Fleet Bank 1987 - 1997
Skills
Insurance, Change Management, Operations Management, Business Process..., Strategic Planning, Business Analysis, Outsourcing, Process Improvement, Risk Management, Vendor Management, Call Centers, Contract Negotiation, Budgets, Employee Benefits, Financial Services, Leadership, Management, Project Management, Project Planning, Strategy, Team Leadership, Sales, Integration
Education
Boston University Questrom School of Business 1997 — 1999
MBA, MBA
Boston College 1982 — 1986
BS, Finance
MetLife October 2013 - Present
MetLife January 2007 - September 2013
Comcast January 2004 - December 2006
John Hancock Financial Services July 1997 - January 2004
Fleet Bank 1987 - 1997
Skills
Insurance, Change Management, Operations Management, Business Process..., Strategic Planning, Business Analysis, Outsourcing, Process Improvement, Risk Management, Vendor Management, Call Centers, Contract Negotiation, Budgets, Employee Benefits, Financial Services, Leadership, Management, Project Management, Project Planning, Strategy, Team Leadership, Sales, Integration
Education
Boston University Questrom School of Business 1997 — 1999
MBA, MBA
Boston College 1982 — 1986
BS, Finance
Diane Allaire's Fleet Bank Experience 1996 - 1997
Job Senior Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group March 2011 - Present
State Street Bank 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank 1997 - 2003
Fleet Bank 1996 - 1997
Recoll managment Company 1987 - 1989
Skills
Risk Management, Operational Risk..., Auditing, Operational Risk, Business Process..., Internal Audit, Financial Risk, Financial Services, Enterprise Risk..., Securities, Analysis, AML, Process Improvement, Risk Assessment
Education
Simmons College 1982 — 1986
BA, Economics and Finance
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Citizens Financial Group March 2011 - Present
State Street Bank 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank 1997 - 2003
Fleet Bank 1996 - 1997
Recoll managment Company 1987 - 1989
Skills
Risk Management, Operational Risk..., Auditing, Operational Risk, Business Process..., Internal Audit, Financial Risk, Financial Services, Enterprise Risk..., Securities, Analysis, AML, Process Improvement, Risk Assessment
Education
Simmons College 1982 — 1986
BA, Economics and Finance
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Ann Lynne Kotfica's Fleet Bank Experience December 1998 - July 2001
Job ERISA Analyst at ING
Industry Financial Services
Experience
ING Institutional Plan Services, LLC February 2013 - Present
Wellesley College October 2004 - July 2008
Fleet Bank December 1998 - July 2001
Fleet Bank August 1997 - December 1998
State Street October 1995 - August 1997
State Street October 1990 - October 1995
Fidelity Investments May 1987 - August 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Finance, Accounting
Pennsylvania State University 1981 — 1985
BS, Marketing, Economics
ING Institutional Plan Services, LLC February 2013 - Present
Wellesley College October 2004 - July 2008
Fleet Bank December 1998 - July 2001
Fleet Bank August 1997 - December 1998
State Street October 1995 - August 1997
State Street October 1990 - October 1995
Fidelity Investments May 1987 - August 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Finance, Accounting
Pennsylvania State University 1981 — 1985
BS, Marketing, Economics
Harry Eng's Fleet Bank Experience June 1994 - February 1997
Job Controller at Hartford Paving
Industry Construction
Experience
Blueline Construction Corp February 1997 - Present
NECBL July 2007 - Present
Fleet Bank June 1994 - February 1997
Fleet Financial Group October 1991 - June 1994
Lefkowitz, Garfinkel, Champi and DeRienzo January 1990 - June 1994
KPMG US August 1985 - June 1988
Skills
Renovation, Residential Homes, Construction Management, Contract Negotiation, Green Building, New Business Development, Strategic Planning, Contractors, Entrepreneurship, Small Business, Team Building, Interior Design, Project Management, Real Estate
Education
Boston College 1981 — 1985
Bachelor's Degree, Accounting and Computer Science
Blueline Construction Corp February 1997 - Present
NECBL July 2007 - Present
Fleet Bank June 1994 - February 1997
Fleet Financial Group October 1991 - June 1994
Lefkowitz, Garfinkel, Champi and DeRienzo January 1990 - June 1994
KPMG US August 1985 - June 1988
Skills
Renovation, Residential Homes, Construction Management, Contract Negotiation, Green Building, New Business Development, Strategic Planning, Contractors, Entrepreneurship, Small Business, Team Building, Interior Design, Project Management, Real Estate
Education
Boston College 1981 — 1985
Bachelor's Degree, Accounting and Computer Science
William Heath's Fleet Bank Experience 1996 - 1999
Job AVP, Global Markets at State Street
Industry Financial Services
Experience
State Street 1999 - Present
Fleet Bank 1996 - 1999
Brown Brothers Harriman 1987 - 1995
Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Stonehill College
Bachelor of Science Business Administration
State Street 1999 - Present
Fleet Bank 1996 - 1999
Brown Brothers Harriman 1987 - 1995
Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Stonehill College
Bachelor of Science Business Administration
Ellen Lurier's Fleet Bank Experience January 1982 - January 2004
Job Employee Benefit Solutions Executive at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America April 2004 - January 2011
Fleet Bank January 1982 - January 2004
Education
Boston University
Bachelor of Science (BS), Business Administration and Management, General
Bank of America January 2011 - Present
Bank of America April 2004 - January 2011
Fleet Bank January 1982 - January 2004
Education
Boston University
Bachelor of Science (BS), Business Administration and Management, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation